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

25Q2 调仓2025-03-31 → 2025-06-30 · 共 142 项建仓 13增持 51减持 75清仓 3

方向

标的

Δ市值

现股数(环比)

增持

DFAU DIMENSIONAL US CORE EQUITY MARKT ETF

+$76.8M

4,331,669 +56%

减持

SPTM SPDR SERIES TRUST PORTFOLIO TL STK ETF

-$44.4M

312,454 -69%

增持

QGRW WISDOMTREE US QUALITY GROWTH ETF

+$10.8M

1,233,808

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

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

+$6.9M

226,007 +13%

增持

VFLO VictoryShares Free Cash Flow ETF

+$6.7M

965,864 +21%

减持

COWZ PACER FDS TR US CASH COWS 100 ETF

-$6.6M

121,091 -50%

建仓

DFAC DIMENSIONAL U S CORE EQUITY 2 ETF

+$5.2M

144,186

增持

IYW iShares U.S. Technology ETF

+$4.3M

86,278 +13%

增持

QUAL iShares MSCI USA Quality Factor ETF

+$3.9M

136,637 +11%

减持

DFAI Dimensional International Cr Eq Mkt ETF

+$3.8M

1,481,884 -2%

增持

DGRO Ishares Core Dividend

+$3.7M

61,693 +1593%

减持

QTEC First Tr Nasdaq 100 Fund

+$3.1M

88,324 -2%

减持

IQLT ISHARES TRUST INTL QLTY FACTOR ETF

+$3.0M

924,004 -1%

建仓

COWG Pacer US Large Cp CA Cows Gr Ldrs ETF

+$2.8M

80,040

增持

RDVY First Trst Nasdaq Rsng

+$2.6M

578,049 +0%

减持

DFAE Dimensional Emerging Core Equity Mkt ETF

+$2.5M

901,424 -1%

减持

JQUA JP MORGAN ETF TRUST US QUALTY FCTR ETF

+$2.3M

868,747 -2%

增持

IBDT ISHARES TRUST IBDS DEC28 ETF

+$2.1M

966,581 +9%

减持

NULG NUVEEN ESG NUVEEN ESG LRG CAP GRWTH ETF

+$2.1M

141,133 -1%

增持

AAPL Apple Computer Inc

-$2.1M

125,008 +0%

减持

AVDE AMERICAN CENTURY INVESTMENTS I NTL EQT ETF

+$2.0M

316,195 -2%

增持

IBDU ISHARES TRUST IBONDS DEC 29 ET F

+$1.8M

901,671 +9%

增持

QQQ Powershs Qqq TRUST Ser

+$1.8M

20,848 +0%

增持

IBDR ISHARES TRUST IBONDS DEC2026 E TF

+$1.7M

1,091,935 +7%

增持

VTI Vanguard Total Stock Mkt

+$1.5M

23,809 +15%

减持

AVUV AVANTIS US SMALL CAP VALUE ETF

-$1.5M

20,117 -48%

减持

AVUS AMERICAN CENTURY INVESTMENTS U S EQT ETF

+$1.4M

831,705 -7%

增持

IBDS iShares iBonds Dec 2027 Term Corp ETF

+$1.4M

1,022,940 +6%

减持

TILT Flexshares Morningstar

+$1.2M

72,460 -1%

减持

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

+$1.2M

137,479 -0%

减持

NVDA Nvidia Corp

+$1.2M

31,166 -9%

增持

— ISHARES TRUST IBONDS DEC25 ETF

+$1.2M

1,008,412 +5%

减持

SCHD SCHWAB US DIVIDEND EQ ETF

-$949.3K

163,055 -13%

减持

DGRW Wisdomtree US Divid Etf

+$838.5K

804,271 -3%

减持

INTU Intuit Inc

+$795.8K

4,597 -0%

减持

EFA Ishares Tr Msci Eafe Fd

+$786.2K

149,683 -3%

增持

DIS Disney Walt Co

+$635.5K

17,865 +12%

减持

VUG Vanguard Growth

+$480.9K

8,019 -2%

增持

TSLA Tesla Motors Inc

+$451.1K

7,534 +1%

建仓

GBFH GBank Financial Holdings Inc

+$399.2K

11,275

减持

FXL FIRST TRUST EXCH TRADED FUND 2 TECH ALPHADEX ETF

+$396.0K

68,521 -13%

增持

QDEF FLEXSHARES TRUST QLT DIV DEF I DX ETF

+$389.1K

88,323 +0%

增持

JPM Jpmorgan Chase & Co

+$388.7K

4,715 +18%

减持

BRK/B Berkshire Hathaway Inc B

-$346.7K

6,234 -2%

增持

IBIT iShares Bitcoin Trust ETF

+$323.2K

12,338 +34%

增持

SUSL iShares ESG MSCI USA Leaders ETF

+$312.1K

5,632 +81%

减持

RSP Rydex Etf TRUST

+$308.5K

42,874 -1%

增持

VOO Vanguard S&P 500 Etf

+$298.6K

2,136 +20%

减持

SCHB Schw US Brd Mkt Etf

+$298.5K

135,216 -0%

减持

NFLX Netflix Inc

+$295.1K

744 -1%

建仓

SCHK Schwab 1000 ETF

+$281.4K

9,436

增持

GOOGL Google Inc Class A

+$280.3K

4,417 +37%

减持

LRGF ISHARES TRUST MULTIFACTOR USA ETF

+$260.2K

45,015 -1%

建仓

FTEC Fidelity MSCI Information Tech ETF

+$238.4K

1,209

增持

META Meta Platforms Inc

+$232.7K

1,406 +1%

清仓

ABT Abbott Laboratories

-$219.9K

0 -100%

建仓

JPEM Jpmrg Dvsfd Retn Emrg

+$213.2K

3,779

建仓

AXP American Express Company

+$210.5K

660

建仓

CWI Spdr Msci Acwi Ex Us

+$209.8K

6,425

建仓

HON Honeywell International

+$209.6K

900

建仓

PRF Powershs Exch Trad Fd Tr

+$209.5K

4,956

建仓

PANW Palo Alto Networks

+$204.6K

1,000

建仓

SRLN Spdr Blackstone Gso

+$203.8K

4,901

清仓

ADP Auto Data Processing

-$203.5K

0 -100%

减持

SPSM SPDR SERIES TRUST PORTFOLIO SM ETF

-$199.5K

186,840 -7%

减持

GS Goldman Sachs Group Inc

+$196.9K

1,240 -0%

减持

ESG Flexsh Stoxx US Esg

+$195.3K

16,211 -0%

减持

ESGD Ishares Esg Msci Eafe

-$187.8K

61,550 -11%

减持

MSFT Microsoft Corp

+$186.5K

5,227 -19%

减持

AMZN Amazon Com Inc

+$184.7K

7,947 -3%

增持

GOOG Google Inc Class C

+$181.3K

7,556 +2%

增持

SPHQ INVESCO EXCHANGE TRADED FD TR S&P500 QUALITY ETF

+$176.3K

32,848 +1%

减持

EIS iShares MSCI Israel ETF

+$160.3K

7,835 -0%

增持

— INVESCO EXCHANGE TRADED SELF I BULSHS 2025 CB ETF

+$138.8K

62,235 +12%

减持

XJH iShares ESG Screened S&P Mid-Cap ETF

-$135.1K

13,694 -24%

清仓

— Lions Gate Entertainment Corp

-$132.7K

0 -100%

减持

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

+$123.9K

44,592 -2%

减持

— Exxon Mobil Corporation

-$122.2K

8,071 -3%

减持

JPME JP MORGAN ETF TRUST DIVERSFED RTRN ETF

+$113.5K

68,206 -1%

减持

FVD First TRUST Value

-$97.8K

22,017 -9%

建仓

LION Lionsgate Studios Corp Registered Shs

+$97.3K

16,752

减持

COST Costco Whsl Corp New

-$93.4K

1,247 -11%

增持

GE General Electric Company

+$92.7K

1,329 +7%

减持

DEUS Dutsch X Trck Rusl 1000

-$90.4K

82,782 -6%

减持

CVX Chevron Corporation

-$85.3K

3,520 -0%

减持

V Visa Inc Cl A

-$85.3K

4,331 -6%

增持

IBM Intl Business Machines

+$83.8K

1,413 +6%

增持

COF Capital One Financial Cp

+$80.5K

1,580 +11%

增持

IEFA Ishares Core Msci Eafe

+$79.8K

7,054 +5%

减持

JPIN Jpmorgan Dvrsfd Rtrn

+$79.4K

13,919 -2%

减持

PEP Pepsico Incorporated

-$75.4K

1,581 -17%

增持

VGT Vanguard Info Technology

+$72.7K

570 +1%

减持

MS Morgan Stanley

+$71.3K

3,388 -3%

增持

IWV Ishares Russell 3000

+$69.2K

1,522 +4%

减持

MCD Mc Donalds Corp

-$69.2K

1,585 -7%

增持

JNJ Johnson & Johnson

+$64.4K

3,257 +25%

减持

IJR Ishares Tr S&P Smallcap

+$59.9K

22,370 -2%

增持

VEU Vanguard Intl Eqty Index

+$59.1K

8,280 +1%

增持

VO Vanguard Mid Cap

+$57.6K

1,655 +6%

减持

SCHW The Charles Schwab Corp

+$56.7K

4,507 -0%

减持

SPY S P D R TRUST Unit SR

-$56.1K

713 -20%

减持

— Asml Hldgs Nv

+$53.9K

603 -7%

减持

EOG E O G Resources Inc

-$52.9K

1,906 -13%

减持

MRSH Marsh & Mc Lennan Co Inc

-$50.8K

1,644 -2%

减持

MDY Mid Cap SPDR

+$50.7K

4,154 -4%

减持

VB Vanguard Small Cap

-$48.1K

1,075 -21%

减持

ADI Analog Devices Inc

+$47.4K

1,376 -1%

增持

IQDF FlexShares Intl Qual Div ETF

+$44.9K

15,318 +3%

减持

EZM Wisdomtree TRUST Midcap

-$38.8K

16,313 -7%

减持

NUEM Nuveen Esg Emerging

+$37.4K

10,138 -1%

减持

PG Procter & Gamble

-$37.4K

1,323 -9%

减持

HD Home Depot Inc

-$36.7K

734 -12%

减持

WTV WISDOMTREE TRUST WISDOMTREE US VALUE FUND ETF

+$35.3K

9,521 -1%

增持

ABBV Abbvie Inc

-$33.3K

6,010 +10%

减持

DFAX DIMENSIONAL WLD EX US CR EQ 2 ETF

+$33.2K

14,168 -3%

减持

BSX Boston Scientific Corp

-$32.0K

4,369 -12%

减持

NUMG Nuveen Esg Mid Cap

+$31.7K

7,310 -3%

增持

IJH Ishares Tr S&P Midcap

+$30.7K

5,284 +4%

减持

NUSC Nuveen Esg Small Cap

+$30.2K

18,548 -2%

减持

IUS Invesco RAFI Strategic US ETF

+$29.0K

14,367 -0%

减持

ISRA Vaneck Vectors Israel ETF

+$25.4K

8,479 -14%

减持

AVEM AMERICAN CENTURY INVESTMENTS A VANTIS EMGMKT ETF

+$24.2K

16,180 -10%

减持

NUMV Nuveen Esg Mid Cap Value

+$23.4K

17,964 -2%

增持

VTV Vanguard Value

+$23.1K

1,711 +6%

减持

FEMS FIRST TRUST EXCHANGE TRADED AL EM SML CP ALPH ETF

-$22.8K

13,602 -12%

增持

BSCR INVESCO EXCHANGE TRADED SELF I BULSHS 2027 CB ETF

+$21.9K

17,696 +6%

减持

EMR Emerson Electric Co

-$20.6K

1,675 -25%

增持

HYGV FLEXSHARES TRUST HIG YLD VL ET F

+$16.8K

8,887 +3%

增持

TDY Teledyne Technologie

+$14.6K

556 +2%

增持

MA Mastercard Inc

+$14.5K

918 +0%

减持

BSCQ INVESCO EXCHANGE TRADED SELF I BULSHS 2026 CB ETF

-$14.1K

31,975 -2%

增持

VHT Vanguard Health Care

-$13.4K

966 +1%

减持

WMT Wal Mart Stores Inc

-$13.3K

4,542 -13%

减持

AVDV AVANTIS INTERNATNL SML CP VL ETF

+$11.2K

2,815 -7%

减持

NVS Novartis AG ADR

+$9.3K

2,148 -4%

增持

REZ Ishares Ftse Nareit Res

-$5.9K

3,942 +3%

增持

— ISHARES IBONDS 2025 TERM TREASURY ETF

+$5.3K

21,858 +1%

增持

IBTG ISHARES IBONDS TERM TREASURY ETF

+$3.6K

22,257 +1%

增持

BSCT INVSC BLTSHRS 2029 CORP BND ETF

+$2.7K

11,896 +0%

减持

ITEQ BlueStar Israel Technology ETF

+$2.2K

4,161 -13%

减持

D Dominion Res Inc Va New

-$1.6K

7,725 -1%

增持

FRI FIRST TRUST PORTFOLIOS COM ETF

-$1.2K

8,498 +1%