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

25Q1 调仓2024-12-31 → 2025-03-31 · 共 137 项建仓 18增持 48减持 69清仓 2

方向

标的

Δ市值

现股数(环比)

增持

DFAU DIMENSIONAL US CORE EQUITY MARKT ETF

+$48.0M

2,774,616 +92%

增持

SPTM SPDR SERIES TRUST PORTFOLIO TL STK ETF

+$45.2M

996,174 +215%

减持

COWZ PACER FDS TR US CASH COWS 100 ETF

-$29.8M

241,537

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。

减持

AVUV AVANTIS US SMALL CAP VALUE ETF

-$21.7M

38,495 -85%

增持

VFLO VictoryShares Free Cash Flow ETF

+$21.5M

800,370 +360%

减持

FXL FIRST TRUST EXCH TRADED FUND 2 TECH ALPHADEX ETF

-$19.1M

78,536 -60%

减持

AVUS AMERICAN CENTURY INVESTMENTS U S EQT ETF

-$18.1M

892,262 -14%

减持

SCHD SCHWAB US DIVIDEND EQ ETF

-$12.6M

188,493 -71%

增持

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

+$12.5M

200,451 +213%

增持

IYW iShares U.S. Technology ETF

+$10.1M

76,025 +2128%

减持

DFAI Dimensional International Cr Eq Mkt ETF

-$6.8M

1,518,680 -18%

减持

IQLT ISHARES TRUST INTL QLTY FACTOR ETF

-$6.7M

931,352 -21%

增持

QGRW WISDOMTREE US QUALITY GROWTH ETF

-$4.2M

1,231,692 +4%

增持

JQUA JP MORGAN ETF TRUST US QUALTY FCTR ETF

+$4.2M

882,769 +11%

减持

RDVY First Trst Nasdaq Rsng

-$4.1M

575,463 -10%

减持

ESGD Ishares Esg Msci Eafe

-$3.5M

69,523 -42%

减持

AVDE AMERICAN CENTURY INVESTMENTS I NTL EQT ETF

-$3.4M

323,171 -20%

减持

EFA Ishares Tr Msci Eafe Fd

-$3.3M

154,093 -27%

减持

SPSM SPDR SERIES TRUST PORTFOLIO SM ETF

-$3.0M

200,168 -20%

减持

DFAE Dimensional Emerging Core Equity Mkt ETF

-$2.9M

911,129 -13%

减持

QTEC First Tr Nasdaq 100 Fund

-$2.4M

90,174 -6%

减持

FVD First TRUST Value

-$2.2M

24,265 -67%

减持

DEUS Dutsch X Trck Rusl 1000

-$2.1M

88,431 -31%

增持

AAPL Apple Computer Inc

-$1.9M

124,856 +6%

减持

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

-$1.8M

137,720 -4%

减持

QUAL Ishares Etf

-$1.7M

123,472 -4%

增持

IBDR ISHARES TRUST IBONDS DEC2026 E TF

+$1.6M

1,021,682 +6%

减持

NULG NUVEEN ESG NUVEEN ESG LRG CAP GRWTH ETF

-$1.6M

142,613 -4%

减持

TILT Flexshares Morningstar

-$1.4M

72,841 -4%

减持

DGRW Wisdomtree US Divid Etf

-$1.4M

832,847 -1%

增持

BRK/B Berkshire Hathaway Inc B

+$1.4M

6,337 +44%

增持

V Visa Inc Cl A

+$1.4M

4,631 +452%

减持

TSLA Tesla Motors Inc

-$1.2M

7,494 -5%

减持

IJR Ishares Tr S&P Smallcap

-$1.0M

22,807 -23%

减持

MDY Mid Cap SPDR

-$1.0M

4,316 -26%

增持

BRK/A Berkshire Hathaway Inc A

+$916.0K

2 +100%

增持

QQQ Powershs Qqq TRUST Ser

-$846.8K

20,787 +0%

增持

IBDT ISHARES TRUST IBDS DEC28 ETF

+$813.2K

889,298 +2%

增持

GOOG Google Inc Class C

+$802.9K

7,419 +297%

减持

XJH iShares ESG Screened S&P Mid-Cap ETF

-$796.9K

18,003 -50%

增持

DIS Disney Walt Co

+$776.0K

16,008 +122%

减持

FTSL FIRST TRUST SENIOR LN FD ETF

-$764.8K

8,668 -65%

减持

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

-$733.9K

15,475 -55%

减持

VTI Vanguard Total Stock Mkt

-$733.8K

20,781 -7%

增持

IBDU ISHARES TRUST IBONDS DEC 29 ET F

+$705.0K

830,776 +2%

增持

COST Costco Whsl Corp New

+$681.0K

1,404 +99%

减持

INTU Intuit Inc

-$669.5K

4,601 -17%

增持

JPM Jpmorgan Chase & Co

+$627.1K

3,988 +172%

减持

XLK Sector Spdr Tech Select

-$517.6K

12,580 -6%

建仓

BSX Boston Scientific Corp

+$501.3K

4,969

减持

JPME JP MORGAN ETF TRUST DIVERSFED RTRN ETF

-$501.1K

69,200 -5%

增持

IBDS iShares iBonds Dec 2027 Term Corp ETF

+$497.5K

967,922 +1%

建仓

WMT Wal-Mart Stores Inc

+$457.4K

5,210

减持

MSFT Microsoft Corp

-$433.3K

6,429 -5%

建仓

— Asml Hldgs Nv

+$429.4K

648

增持

AMZN Amazon Com Inc

+$426.1K

8,193 +59%

增持

— Exxon Mobil Corporation

+$420.3K

8,343 +57%

减持

VUG Vanguard Growth

-$411.8K

8,184 -3%

建仓

MRSH Marsh & Mc Lennan Co Inc

+$410.2K

1,681

建仓

MS Morgan Stanley

+$405.9K

3,479

减持

AVDV AVANTIS INTERNATNL SML CP VL ETF

-$402.3K

3,039 -68%

减持

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

-$373.4K

45,567 -9%

减持

IUS Invesco RAFI Strategic US ETF

-$357.6K

14,402 -33%

建仓

SCHW The Charles Schwab Corp

+$354.5K

4,529

建仓

— A O N Plc

+$319.3K

800

增持

MCD Mc Donalds Corp

+$307.6K

1,704 +120%

建仓

HD Home Depot Inc

+$305.7K

834

建仓

SUSL iShares ESG MSCI USA Leaders ETF

+$298.2K

3,112

增持

— ISHARES TRUST IBONDS DEC25 ETF

+$287.3K

963,807 +1%

建仓

EOG E O G Resources Inc

+$280.8K

2,190

建仓

ADI Analog Devices Inc

+$280.1K

1,389

减持

NUSC Nuveen Esg Small Cap

-$273.6K

18,921 -21%

建仓

TDY Teledyne Technologie

+$270.3K

543

增持

NVDA Nvidia Corp

+$265.0K

34,378 +33%

建仓

NVS Novartis AG ADR

+$250.6K

2,248

建仓

GE General Electric Company

+$249.5K

1,246

减持

LRGF ISHARES TRUST MULTIFACTOR USA ETF

-$249.1K

45,380 -5%

建仓

EMR Emerson Electric Co

+$243.9K

2,225

增持

ABBV Abbvie Inc

+$240.2K

5,483 +7%

增持

JNJ Johnson & Johnson

+$227.4K

2,612 +84%

建仓

ABT Abbott Laboratories

+$219.9K

1,658

建仓

BSCT INVSC BLTSHRS 2029 CORP BND ETF

+$219.7K

11,859

清仓

AIQ Global X Artifical Intelligence & Tech ETF

-$212.1K

0 -100%

清仓

DFAC DIMENSIONAL U S CORE EQUITY 2 ETF

-$206.1K

0 -100%

建仓

ADP Auto Data Processing

+$203.5K

666

减持

VEU Vanguard Intl Eqty Index

-$200.7K

8,201 -33%

减持

VGT Vanguard Info Technology

-$200.2K

563 -31%

减持

AVEM AMERICAN CENTURY INVESTMENTS A VANTIS EMGMKT ETF

-$182.5K

18,028 -16%

减持

RSP Rydex Etf TRUST

-$180.9K

43,200 -1%

增持

SPY S P D R TRUST Unit SR

+$147.6K

887 +49%

减持

QDEF FLEXSHARES TRUST QLT DIV DEF I DX ETF

-$142.2K

88,014 -2%

增持

CVX Chevron Corporation

+$140.6K

3,523 +14%

减持

JPIN Jpmorgan Dvrsfd Rtrn

-$129.2K

14,233 -19%

减持

ESG Flexsh Stoxx US Esg

-$127.3K

16,263 -3%

减持

VB Vanguard Small Cap

-$118.3K

1,366 -22%

减持

DFAX DIMENSIONAL WLD EX US CR EQ 2 ETF

-$107.7K

14,616 -26%

减持

— INVESCO EXCHANGE TRADED SELF I BULSHS 2025 CB ETF

-$101.3K

55,525 -8%

增持

VOO Vanguard S&P 500 Etf

+$100.8K

1,780 +18%

增持

IVV Ishares TRUST S&P

+$85.8K

930 +25%

减持

IQDF FlexShares Intl Qual Div ETF

-$83.2K

14,849 -24%

增持

NULV NUVEEN ESG NUVEEN ESG LRG CAP VAL ETF

+$80.3K

8,862 +25%

增持

IBM Intl Business Machines

+$76.8K

1,338 +15%

减持

SPHQ INVESCO EXCHANGE TRADED FD TR S&P500 QUALITY ETF

-$68.8K

32,626 -2%

减持

IJH Ishares Tr S&P Midcap

-$64.5K

5,090 -12%

减持

VO Vanguard Mid Cap

-$61.5K

1,568 -11%

减持

VTV Vanguard Value

-$58.9K

1,617 -19%

增持

NFLX Netflix Inc

+$55.9K

752 +4%

减持

EZM Wisdomtree TRUST Midcap

-$54.8K

17,558 -0%

减持

NUMG Nuveen Esg Mid Cap

-$50.9K

7,514 -5%

增持

IBIT iShares Bitcoin Trust ETF

-$50.3K

9,229 +2%

增持

META Meta Platforms, Inc.

+$49.7K

1,397 +8%

减持

BSCQ INVESCO EXCHANGE TRADED SELF I BULSHS 2026 CB ETF

-$49.3K

32,763 -7%

减持

USHY iShares Broad USD High Yield Corp Bd ETF

-$45.9K

21,037 -6%

增持

SYK Stryker Corp

+$44.3K

3,571 +0%

增持

MA Mastercard Inc

+$43.9K

914 +5%

增持

PG Procter & Gamble

+$41.9K

1,456 +18%

增持

GOOGL Google Inc Class A

-$41.4K

3,221 +13%

减持

NUEM Nuveen Esg Emerging

-$37.0K

10,232 -12%

减持

NUMV Nuveen Esg Mid Cap Value

-$37.0K

18,247 -4%

减持

EIS iShares MSCI Israel ETF

-$26.6K

7,842 -1%

增持

D Dominion Res Inc Va New

+$22.1K

7,815 +1%

减持

BFOR Alps TRUST Etf

-$21.9K

2,899 -6%

增持

PEP Pepsico Incorporated

+$20.6K

1,895 +9%

减持

IEFA Ishares Core Msci Eafe

-$20.6K

6,729 -11%

减持

VRP Invesco Variable Rate Preferred ETF

-$17.8K

11,314 -6%

减持

ISRA Vaneck Vectors Israel ETF

-$16.4K

9,816 -1%

减持

ITEQ BlueStar Israel Technology ETF

-$13.8K

4,772 -0%

减持

VHT Vanguard Health Care

-$11.8K

957 -8%

减持

SPHD Pwrshr S&P500 Hidiv

+$11.1K

11,920 -2%

减持

HYGV FLEXSHARES TRUST HIG YLD VL ET F

-$10.9K

8,614 -2%

增持

IBTG ISHARES IBONDS TERM TREASURY ETF

+$6.0K

22,090 +1%

减持

DGRO Ishares Core Dividend

-$5.7K

3,644 -3%

增持

COF Capital One Financial Cp

+$5.3K

1,426 +2%

增持

GS Goldman Sachs Group Inc

+$5.0K

1,246 +6%

增持

— ISHARES IBONDS 2025 TERM TREASURY ETF

+$4.6K

21,622 +1%

增持

SCHB Schw US Brd Mkt Etf

+$402

135,798 +5%

增持

VIG Vanguard Div Apprciation

+$161

6,272 +1%