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

24Q4 调仓2024-09-30 → 2024-12-31 · 共 134 项建仓 7增持 48减持 61清仓 18

方向

标的

Δ市值

现股数(环比)

清仓

— ISHARES TRUST IBONDS DEC24 ETF

-$20.3M

0 -100%

增持

IBDU ISHARES TRUST IBONDS DEC 29 ET F

+$16.9M

811,880 +1092%

增持

AAPL Apple Computer Inc

+$10.0M

118,321 +40%

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

DFAU DIMENSIONAL US CORE EQUITY MARKT ETF

+$7.6M

1,448,756 +13%

增持

QGRW WISDOMTREE US QUALITY GROWTH ETF

+$6.9M

1,182,836 +5%

减持

IQLT ISHARES TRUST INTL QLTY FACTOR ETF

-$5.2M

1,176,428 -0%

清仓

ICSH ISHARES TRUST ULTR SH TRM BD E TF

-$4.8M

0 -100%

增持

DFAI Dimensional International Cr Eq Mkt ETF

-$3.8M

1,857,233 +2%

清仓

— INVESCO EXCHANGE TRADED SELF I BULSHS 2024 CB ETF

-$3.5M

0 -100%

减持

AVDE AMERICAN CENTURY INVESTMENTS I NTL EQT ETF

-$2.8M

404,833 -2%

减持

EFA Ishares Tr Msci Eafe Fd

-$2.4M

210,382 -4%

减持

NVDA Nvidia Corp

-$2.4M

25,772 -46%

减持

COWZ PACER FDS TR US CASH COWS 100 ETF

-$2.3M

762,674 -3%

增持

— ISHARES TRUST IBONDS DEC25 ETF

+$2.2M

956,187 +10%

增持

VFLO VictoryShares Free Cash Flow ETF

+$2.0M

174,106 +49%

增持

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

+$2.0M

63,953 +42%

增持

DFAE Dimensional Emerging Core Equity Mkt ETF

-$1.9M

1,046,024 +1%

增持

IBDR ISHARES TRUST IBONDS DEC2026 E TF

+$1.7M

959,586 +9%

减持

FXL FIRST TRUST EXCH TRADED FUND 2 TECH ALPHADEX ETF

+$1.6M

198,216 -1%

增持

IBDS iShares iBonds Dec 2027 Term Corp ETF

+$1.6M

956,044 +9%

减持

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

-$1.3M

143,392 -7%

增持

SCHD SCHWAB US DIVIDEND EQ ETF

-$1.3M

655,766 +189%

增持

JQUA JP MORGAN ETF TRUST US QUALTY FCTR ETF

+$1.2M

797,250 +1%

减持

QUAL Ishares Etf

-$1.2M

128,230 -4%

增持

DGRW Wisdomtree US Divid Etf

-$1.2M

839,339 +1%

增持

TSLA Tesla Motors Inc

+$1.1M

7,895 +1%

减持

ESGD Ishares Esg Msci Eafe

-$1.1M

120,830 -1%

增持

IBDT ISHARES TRUST IBDS DEC28 ETF

+$1.1M

869,496 +8%

减持

DEUS Dutsch X Trck Rusl 1000

-$1.0M

127,305 -11%

增持

SPTM SPDR SERIES TRUST PORTFOLIO TL STK ETF

+$959.7K

315,913 +2%

减持

QTEC First Tr Nasdaq 100 Fund

-$909.5K

95,787 -3%

建仓

NFLX Netflix Inc

+$645.3K

724

增持

FTSL FIRST TRUST SENIOR LN FD ETF

+$630.6K

25,098 +117%

建仓

AVDV AVANTIS INTERNATNL SML CP VL ETF

+$614.2K

9,438

清仓

— ISHARES IBONDS 2024 TERM TREASURY ETF

-$613.6K

0 -100%

减持

TILT Flexshares Morningstar

-$603.9K

75,973 -5%

建仓

IYW iShares U.S. Technology ETF

+$544.4K

3,413

减持

SPSM SPDR SERIES TRUST PORTFOLIO SM ETF

-$515.1K

248,705 -3%

减持

DGRO Ishares Core Dividend

-$509.3K

3,763 -68%

建仓

IBTG ISHARES IBONDS TERM TREASURY ETF

+$500.8K

21,955

建仓

IBIT iShares Bitcoin Trust ETF

+$482.3K

9,091

减持

AVUS AMERICAN CENTURY INVESTMENTS U S EQT ETF

-$475.8K

1,037,078 -2%

减持

FVD First TRUST Value

-$423.6K

74,477 -8%

减持

HYGV FLEXSHARES TRUST HIG YLD VL ET F

-$408.0K

8,819 -52%

减持

USRT ISHARES TRUST CRE U S REIT ETF

-$405.7K

5,717 -52%

增持

VOO Vanguard S&P 500 Etf

+$401.7K

1,511 +93%

增持

RDVY First Trst Nasdaq Rsng

+$333.1K

639,327 +1%

减持

AVUV AVANTIS US SMALL CAP VALUE ETF

-$332.8K

259,919 -2%

清仓

INSM Insmed Inc

-$309.4K

0 -100%

清仓

MNKD Mannkind Corp

-$290.3K

0 -100%

增持

BRK/B Berkshire Hathaway Inc B

+$287.8K

4,404 +19%

清仓

— iShares iBonds Dec 2024 Term Muni Bond

-$281.0K

0 -100%

建仓

IBDW ISHARES TRUST IBONDS DEC 2031 TERM CORPOR

+$278.4K

13,680

减持

XLRE Real Estate Select Sctr

-$277.8K

7,846 -41%

减持

MDY Mid Cap SPDR

-$272.8K

5,825 -8%

清仓

CRUS Cirrus Logic Inc

-$258.1K

0 -100%

减持

QDEF FLEXSHARES TRUST QLT DIV DEF I DX ETF

-$250.5K

89,621 -2%

减持

JPME JP MORGAN ETF TRUST DIVERSFED RTRN ETF

-$246.3K

72,808 -1%

清仓

FPE First TRUST Preferred

-$245.4K

0 -100%

减持

QQQ Powershs Qqq TRUST Ser

+$237.9K

20,723 -2%

清仓

HYLS First TRUST Tactcl High

-$233.8K

0 -100%

减持

SPHQ INVESCO EXCHANGE TRADED FD TR S&P500 QUALITY ETF

-$228.8K

33,317 -9%

清仓

GE General Electric Company

-$225.2K

0 -100%

增持

DIS Disney Walt Co

+$224.7K

7,221 +20%

清仓

PGX Powershs Exch Trad Fd Tr

-$221.5K

0 -100%

清仓

JPEM Jpmrg Dvsfd Retn Emrg

-$214.5K

0 -100%

建仓

AIQ Global X Artifical Intelligence & Tech ETF

+$212.1K

5,488

清仓

BA Boeing Co

-$205.3K

0 -100%

减持

VUG Vanguard Growth

+$202.6K

8,397 -1%

清仓

CWI Spdr Msci Acwi Ex-Us

-$202.5K

0 -100%

清仓

PFE Pfizer Incorporated

-$200.2K

0 -100%

减持

EIS iShares MSCI Israel ETF

-$179.0K

7,914 -32%

增持

GBTC Bitcoin Investment Ord

+$171.1K

7,059 +1%

减持

IJR Ishares Tr S&P Smallcap

-$169.7K

29,761 -3%

减持

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

-$155.9K

50,041 -3%

减持

AMZN Amazon Com Inc

+$145.9K

5,163 -3%

减持

ISRA Vaneck Vectors Israel ETF

-$132.9K

9,884 -31%

减持

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

-$132.8K

34,701 -1%

减持

USHY iShares Broad USD High Yield Corp Bd ETF

-$127.5K

22,296 -11%

减持

IUS Invesco RAFI Strategic US ETF

-$122.7K

21,511 -9%

增持

META Meta Platforms, Inc.

+$113.1K

1,291 +15%

减持

— ISHARES IBONDS 2025 TERM TREASURY ETF

-$112.8K

21,474 -18%

增持

JPIN Jpmorgan Dvrsfd Rtrn

-$109.6K

17,596 +0%

减持

NULG NUVEEN ESG NUVEEN ESG LRG CAP GRWTH ETF

-$108.2K

148,488 -5%

增持

JFR Nuveen Floating Rate Income

+$103.8K

40,349 +39%

增持

JPC Nuveen Preferred Income

+$85.4K

70,922 +21%

增持

HYI Western Asset High Yld Def Opp

+$85.1K

27,623 +42%

减持

VEU Vanguard Intl Eqty Index

-$84.5K

12,162 -2%

增持

AVEM AMERICAN CENTURY INVESTMENTS A VANTIS EMGMKT ETF

-$82.0K

21,555 +3%

减持

ITEQ BlueStar Israel Technology ETF

-$80.8K

4,795 -30%

减持

REZ Ishares Ftse Nareit Res

-$80.0K

3,824 -13%

增持

JGH NUVEEN GLOBAL HIGH INCM FD SHS

+$78.8K

39,379 +23%

增持

FPF First TRUST Intermediate

+$73.3K

17,849 +41%

增持

SCHB Schw US Brd Mkt Etf

+$70.9K

128,781 +200%

减持

IQDF FlexShares Intl Qual Div ETF

-$70.4K

19,485 -2%

增持

GOOGL Google Inc Class A

+$67.8K

2,850 +0%

减持

LRGF ISHARES TRUST MULTIFACTOR USA ETF

+$58.8K

47,651 -1%

减持

DFAX DIMENSIONAL WLD EX US CR EQ 2 ETF

-$51.4K

19,736 -2%

增持

— Exxon Mobil Corporation

-$51.1K

5,317 +0%

减持

XJH iShares ESG Screened S&P Mid-Cap ETF

-$49.2K

35,860 -2%

减持

BSCQ INVESCO EXCHANGE TRADED SELF I BULSHS 2026 CB ETF

-$45.9K

35,386 -6%

增持

INTU Intuit Inc

+$42.3K

5,560 +0%

减持

IVV Ishares TRUST S&P

-$36.8K

742 -10%

减持

— INVESCO EXCHANGE TRADED SELF I BULSHS 2025 CB ETF

-$36.4K

60,511 -3%

增持

V Visa Inc Cl A

+$35.6K

839 +0%

增持

NUMV Nuveen Esg Mid Cap Value

-$34.2K

18,994 +1%

增持

VB Vanguard Small Cap

+$33.8K

1,753 +7%

减持

CVX Chevron Corporation

-$33.3K

3,098 -5%

增持

IBM Intl Business Machines

+$32.1K

1,164 +15%

减持

GOOG Google Inc Class C

+$28.8K

1,871 -4%

减持

VTV Vanguard Value

-$24.8K

1,998 -4%

增持

MSFT Microsoft Corp

-$24.8K

6,754 +1%

增持

JNJ Johnson & Johnson

-$24.7K

1,422 +0%

减持

JPM Jpmorgan Chase & Co

-$20.1K

1,465 -17%

增持

PEP Pepsico Incorporated

-$20.0K

1,733 +4%

清仓

— Kezar Life Sciences Inc

-$18.4K

0 -100%

减持

VIG Vanguard Div Apprciation

-$18.2K

6,212 -0%

增持

NUEM Nuveen Esg Emerging

-$17.9K

11,587 +1%

减持

VTI Vanguard Total Stock Mkt

-$16.3K

22,240 -3%

减持

DON Wisdomtree Midcap Divdnd

-$16.0K

4,428 -6%

减持

IJH Ishares Tr S&P Midcap

-$15.9K

5,802 -4%

增持

NULV NUVEEN ESG NUVEEN ESG LRG CAP VAL ETF

-$14.6K

7,074 +1%

增持

NUSC Nuveen Esg Small Cap

-$13.8K

23,853 +1%

减持

WTV WISDOMTREE TRUST WISDOMTREE US VALUE FUND ETF

+$13.2K

9,582 -3%

减持

VRP Invesco Variable Rate Preferred ETF

-$12.5K

12,072 -3%

减持

ESG Flexsh Stoxx US Esg

+$11.5K

16,782 -1%

增持

MCD Mc Donalds Corp

-$10.7K

775 +0%

增持

CWB Spdr Barclays Cnv

+$10.1K

5,512 +1%

减持

IWF Ishares Tr Russell

-$6.8K

645 -9%

减持

SPY S P D R TRUST Unit SR

+$6.2K

595 -0%

减持

COST Costco Whsl Corp New

+$5.9K

706 -2%

增持

BSCR INVESCO EXCHANGE TRADED SELF I BULSHS 2027 CB ETF

+$5.8K

16,633 +3%

减持

MA Mastercard Inc

-$3.6K

868 -7%

清仓

AAGR AFRICAN AGRICULTURE HOLDINGS ORD

-$240

0 -100%