RVW Wealth, LLC

报告期 2026-03-31 · CIK 0001756543

持仓数

176

前50大市值合计

$1.20B

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4

24Q3 调仓2024-06-30 → 2024-09-30 · 共 121 项建仓 10增持 44减持 61清仓 6

方向

标的

Δ市值

现股数(环比)

增持

QGRW WISDOMTREE US QUALITY GROWTH ETF

+$7.0M

1,126,151 +14%

增持

DFAI Dimensional International Cr Eq Mkt ETF

+$6.2M

1,826,043 +4%

增持

DGRW Wisdomtree US Divid Etf

+$5.0M

830,277

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

增持

IQLT ISHARES TRUST INTL QLTY FACTOR ETF

+$4.7M

1,177,607 +4%

增持

DFAU DIMENSIONAL US CORE EQUITY MARKT ETF

+$4.5M

1,286,851 +4%

增持

JQUA JP MORGAN ETF TRUST US QUALTY FCTR ETF

+$4.1M

785,662 +3%

增持

RDVY First Trst Nasdaq Rsng

+$3.6M

632,945 +2%

减持

AVUS AMERICAN CENTURY INVESTMENTS U S EQT ETF

+$3.3M

1,061,480 -2%

增持

VFLO VictoryShares Free Cash Flow ETF

+$2.9M

116,957 +257%

增持

SPMO INVESCO EXCHANGE TRADED FUND T S&P 500 MOMNTM ETF

+$2.8M

44,937 +211%

增持

— ISHARES TRUST IBONDS DEC25 ETF

+$2.7M

865,912 +13%

减持

— ISHARES TRUST IBONDS DEC24 ETF

-$2.6M

805,215 -12%

增持

IBDT ISHARES TRUST IBDS DEC28 ETF

+$2.5M

806,740 +10%

增持

IBDR ISHARES TRUST IBONDS DEC2026 E TF

+$2.4M

880,423 +10%

增持

IBDS iShares iBonds Dec 2027 Term Corp ETF

+$2.3M

875,857 +9%

减持

COWZ PACER FDS TR US CASH COWS 100 ETF

+$2.2M

784,980 -1%

增持

DFAE Dimensional Emerging Core Equity Mkt ETF

+$2.1M

1,037,014 +2%

增持

SCHD SCHWAB US DIVIDEND EQ ETF

+$1.9M

227,073 +2%

减持

AAPL Apple Computer Inc

+$1.9M

84,328 -0%

增持

FXL FIRST TRUST EXCH TRADED FUND 2 TECH ALPHADEX ETF

+$1.3M

200,900 +3%

增持

IBDU ISHARES TRUST IBONDS DEC 29 ET F

+$1.3M

68,137 +340%

减持

AVDE AMERICAN CENTURY INVESTMENTS I NTL EQT ETF

+$1.1M

412,945 -3%

减持

QTEC First Tr Nasdaq 100 Fund

-$1.0M

99,024 -2%

减持

QUAL Ishares Etf

+$903.0K

133,889 -1%

减持

EFA Ishares Tr Msci Eafe Fd

+$846.7K

219,479 -2%

减持

RWK INVESCO EXCHANGE TRADED FUND T S&P MDCP 400 REV ET

+$845.4K

154,541 -1%

减持

SPSM SPDR SERIES TRUST PORTFOLIO SM ETF

+$740.9K

256,799 -3%

减持

ICSH ISHARES TRUST ULTR SH TRM BD E TF

-$679.1K

94,533 -13%

减持

TILT Flexshares Morningstar

+$678.7K

79,923 -2%

增持

RSP Rydex Etf TRUST

+$650.9K

43,739 +0%

清仓

T A T & T Inc New

-$625.3K

0 -100%

建仓

— ISHARES IBONDS 2025 TERM TREASURY ETF

+$613.6K

26,199

建仓

— ISHARES IBONDS 2024 TERM TREASURY ETF

+$613.6K

25,565

减持

JPME JP MORGAN ETF TRUST DIVERSFED RTRN ETF

+$610.4K

73,372 -2%

清仓

JPST JP MORGAN ETF TRUST ULTRA SHRT INC ETF

-$555.3K

0 -100%

增持

VTI Vanguard Total Stock Mkt

+$552.8K

22,819 +3%

增持

TSLA Tesla Motors Inc

+$498.4K

7,813 +0%

减持

SPTM SPDR SERIES TRUST PORTFOLIO TL STK ETF

+$490.3K

308,392 -3%

减持

AVUV AVANTIS US SMALL CAP VALUE ETF

+$480.0K

264,959 -5%

减持

QDEF FLEXSHARES TRUST QLT DIV DEF I DX ETF

+$444.4K

91,512 -2%

减持

DEUS Dutsch X Trck Rusl 1000

+$429.2K

143,144 -3%

增持

NVDA Nvidia Corp

+$384.0K

48,005 +9%

减持

— INVESCO EXCHANGE TRADED SELF I BULSHS 2024 CB ETF

-$312.3K

167,889 -8%

减持

IJR Ishares Tr S&P Smallcap

+$279.6K

30,769 -1%

建仓

AXON AXON ENTERPRISE INC COM

+$239.8K

600

建仓

MCD Mc Donalds Corp

+$235.4K

773

建仓

GE General Electric Company

+$225.2K

1,194

减持

ESGD Ishares Esg Msci Eafe

+$224.8K

122,002 -4%

减持

FVD First TRUST Value

+$222.9K

80,759 -5%

清仓

PKW Powershs Exch Trad Fd Tr

-$219.7K

0 -100%

建仓

PG Procter & Gamble

+$213.1K

1,230

建仓

COF Capital One Financial Cp

+$210.2K

1,404

清仓

INTC Intel Corp

-$206.7K

0 -100%

建仓

BA Boeing Co

+$205.3K

1,350

建仓

DFAC DIMENSIONAL U S CORE EQUITY 2 ETF

+$204.3K

5,957

清仓

SRLN Spdr Blackstone Gso

-$203.7K

0 -100%

建仓

CWI Spdr Msci Acwi Ex-Us

+$202.5K

6,651

减持

QQQ Powershs Qqq TRUST Ser

+$185.3K

21,219 -0%

减持

DIS Disney Walt Co

-$175.7K

6,023 -21%

增持

IUS Invesco RAFI Strategic US ETF

+$175.2K

23,681 +11%

减持

MSFT Microsoft Corp

-$166.2K

6,673 -2%

增持

SCHB Schw US Brd Mkt Etf

+$158.8K

42,881 +0%

减持

LRGF ISHARES TRUST MULTIFACTOR USA ETF

+$147.1K

47,931 -0%

增持

ESG Flexsh Stoxx US Esg

+$132.7K

16,936 +0%

减持

ABBV Abbvie Inc

+$115.6K

5,113 -2%

增持

META Meta Platforms, Inc.

+$114.7K

1,123 +7%

增持

JPM Jpmorgan Chase & Co

+$112.1K

1,761 +37%

减持

BRK/B Berkshire Hathaway Inc B

+$108.5K

3,712 -6%

减持

NULG NUVEEN ESG NUVEEN ESG LRG CAP GRWTH ETF

+$96.2K

155,565 -1%

减持

VRP Invesco Variable Rate Preferred ETF

-$93.0K

12,451 -25%

减持

USRT ISHARES TRUST CRE U S REIT ETF

+$86.8K

11,911 -1%

增持

AMZN Amazon Com Inc

+$85.6K

5,297 +14%

增持

JPIN Jpmorgan Dvrsfd Rtrn

+$84.3K

17,510 +0%

增持

NUSC Nuveen Esg Small Cap

+$82.9K

23,641 +0%

减持

VUG Vanguard Growth

+$80.8K

8,449 -0%

增持

EIS iShares MSCI Israel ETF

+$79.9K

11,681 +0%

增持

PEP Pepsico Incorporated

+$76.4K

1,667 +33%

减持

XLRE Real Estate Select Sctr

+$75.8K

13,363 -2%

增持

NUMV Nuveen Esg Mid Cap Value

+$72.5K

18,877 +0%

减持

SPHD Pwrshr S&P500 Hidiv

+$71.9K

12,163 -1%

减持

WTV WISDOMTREE TRUST WISDOMTREE US VALUE FUND ETF

+$65.4K

9,845 -1%

增持

IJH Ishares Tr S&P Midcap

+$64.7K

6,057 +13%

减持

FPE First TRUST Preferred

-$63.2K

13,557 -24%

减持

DGRO Ishares Core Dividend

+$59.9K

11,806 -0%

减持

RWL INVESCO EXCHANGE TRADED FUND T S&P 500 REVENUE ETF

+$49.0K

51,554 -5%

减持

ISRA Vaneck Vectors Israel ETF

+$46.4K

14,394 -0%

增持

VTV Vanguard Value

+$42.6K

2,080 +4%

减持

AVEM AMERICAN CENTURY INVESTMENTS A VANTIS EMGMKT ETF

+$41.1K

20,885 -2%

减持

MA Mastercard Inc

+$39.0K

933 -2%

减持

SPHQ INVESCO EXCHANGE TRADED FD TR S&P500 QUALITY ETF

+$35.5K

36,600 -4%

减持

IQDF FlexShares Intl Qual Div ETF

-$34.9K

19,924 -11%

增持

GOOG Google Inc Class C

+$34.8K

1,959 +23%

减持

VIG Vanguard Div Apprciation

+$34.0K

6,234 -5%

增持

DFAX DIMENSIONAL WLD EX US CR EQ 2 ETF

+$32.0K

20,067 +0%

增持

SPY S P D R TRUST Unit SR

+$29.6K

597 +4%

减持

— INVESCO EXCHANGE TRADED SELF I BULSHS 2025 CB ETF

-$28.8K

62,272 -3%

增持

NUEM Nuveen Esg Emerging

+$28.6K

11,417 +1%

减持

NULV NUVEEN ESG NUVEEN ESG LRG CAP VAL ETF

+$27.2K

7,026 -0%

增持

NUMG Nuveen Esg Mid Cap

+$26.0K

7,881 +1%

减持

CWB Spdr Barclays Cnv

+$22.5K

5,474 -1%

减持

XJH iShares ESG Screened S&P Mid-Cap ETF

+$20.6K

36,640 -5%

减持

VB Vanguard Small Cap

+$20.4K

1,633 -3%

增持

GOOGL Google Inc Class A

+$19.2K

2,844 +14%

减持

BSCQ INVESCO EXCHANGE TRADED SELF I BULSHS 2026 CB ETF

-$16.7K

37,499 -4%

减持

FRI FIRST TRUST PORTFOLIOS COM ETF

+$16.2K

8,399 -7%

减持

HYGV FLEXSHARES TRUST HIG YLD VL ET F

+$15.6K

18,404 -1%

减持

REZ Ishares Ftse Nareit Res

-$15.4K

4,389 -17%

增持

ITEQ BlueStar Israel Technology ETF

+$14.5K

6,847 +0%

减持

IVV Ishares TRUST S&P

+$13.3K

821 -2%

减持

FEMS FIRST TRUST EXCHANGE-TRADED AL EM SML CP ALPH ETF

-$8.6K

35,100 -2%

减持

MDY Mid Cap SPDR

+$8.3K

6,303 -6%

减持

JNJ Johnson & Johnson

+$7.4K

1,421 -7%

增持

CVX Chevron Corporation

-$6.3K

3,273 +5%

减持

IBM Intl Business Machines

+$5.5K

1,012 -20%

增持

FTSL FIRST TRUST SENIOR LN FD ETF

+$4.7K

11,547 +1%

减持

PFFD GLOBAL X FDS US PFD ETF

+$4.7K

20,803 -4%

减持

HYLS First TRUST Tactcl High

-$4.2K

5,573 -5%

减持

PFE Pfizer Incorporated

-$4.1K

6,919 -5%

增持

— iShares iBonds Dec 2024 Term Muni Bond

+$2.8K

10,765 +1%

减持

— Exxon Mobil Corporation

-$351

5,315 -2%

清仓

— Fisker Inc

-$163

0 -100%