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

25Q4 调仓2025-09-30 → 2025-12-31 · 共 141 项建仓 14增持 59减持 59清仓 9

方向

标的

Δ市值

现股数(环比)

清仓

— ISHARES TRUST IBONDS DEC25 ETF

-$24.9M

0 -100%

建仓

IBDV ISHARES TRUST IBONDS DEC 2030 TERM CORPOR

+$24.6M

1,113,152

增持

DFAU DIMENSIONAL US CORE EQUITY MARKT ETF

+$5.3M

4,512,375 +0%

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。

IBDR ISHARES TRUST IBONDS DEC2026 E TF

减持

QGRW WISDOMTREE US QUALITY GROWTH ETF

-$3.3M

1,082,120 -7%

增持

IBDS iShares iBonds Dec 2027 Term Corp ETF

+$3.2M

1,170,581 +13%

增持

AAPL Apple Computer Inc

+$2.8M

134,616 +1%

增持

IBDU ISHARES TRUST IBONDS DEC 29 ET F

+$2.8M

1,059,999 +13%

增持

IBDT ISHARES TRUST IBDS DEC28 ETF

+$2.7M

1,088,657 +11%

减持

DFAI Dimensional International Cr Eq Mkt ETF

+$2.4M

1,494,475 -0%

减持

AVUS AMERICAN CENTURY INVESTMENTS U S EQT ETF

+$2.0M

821,848 -1%

减持

VFLO VictoryShares Free Cash Flow ETF

+$1.5M

981,990 -1%

增持

COWG Pacer US Large Cp CA Cows Gr Ldrs ETF

+$1.5M

296,578 +20%

增持

LLY Lilly Eli & Company

+$1.4M

2,192 +84%

增持

GEV Ge Vernova Llc Com

+$1.0M

2,336 +185%

清仓

— INVESCO EXCHANGE TRADED SELF I BULSHS 2025 CB ETF

-$995.1K

0 -100%

减持

IQLT ISHARES TRUST INTL QLTY FACTOR ETF

+$886.2K

940,030 -1%

减持

RDVY First Trst Nasdaq Rsng

+$886.1K

577,086 -1%

建仓

IWP Ishares Russell Midcap

+$803.5K

5,867

减持

BRK/A Berkshire Hathaway Inc A

-$753.6K

1 -50%

增持

SPY S P D R TRUST Unit SR

+$621.3K

1,705 +110%

减持

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

-$587.7K

130,227 -5%

增持

GOOG Google Inc Class C

+$550.9K

7,621 +1%

减持

QTEC First Tr Nasdaq 100 Fund

-$532.1K

85,690 -3%

清仓

JPST JP MORGAN ETF TRUST ULTRA SHRT INC ETF

-$528.0K

0 -100%

建仓

PLTR PALANTIR TECH INC COM CL A

+$516.0K

2,903

清仓

IBTG ISHARES IBONDS TERM TREASURY ETF

-$515.5K

0 -100%

清仓

— ISHARES IBONDS 2025 TERM TREASURY ETF

-$515.5K

0 -100%

增持

QQQ Powershs Qqq TRUST Ser

+$475.6K

21,375 +1%

减持

NULG NUVEEN ESG NUVEEN ESG LRG CAP GRWTH ETF

-$474.5K

138,485 -2%

增持

DGRW Wisdomtree US Divid Etf

+$420.9K

823,028 +0%

减持

FXL FIRST TRUST EXCH TRADED FUND 2 TECH ALPHADEX ETF

-$420.3K

65,567 -4%

减持

DFAC DIMENSIONAL U S CORE EQUITY 2 ETF

-$420.0K

128,610 -10%

减持

AVDE AMERICAN CENTURY INVESTMENTS I NTL EQT ETF

+$385.2K

302,191 -3%

增持

VTI Vanguard Total Stock Mkt

+$381.5K

24,454 +3%

减持

MSFT Microsoft Corp

-$379.5K

4,623 -8%

增持

GOOGL Google Inc Class A

+$375.6K

4,618 +5%

建仓

BSCS INVESCO EXCHANGE TRADED SELF I INVSCO BLSH 28 ETF

+$351.5K

17,064

减持

SCHD SCHWAB US DIVIDEND EQ ETF

-$330.1K

142,469 -8%

增持

JQUA JP MORGAN ETF TRUST US QUALTY FCTR ETF

+$297.3K

903,997 +0%

清仓

ELME Elme Communities

-$294.5K

0 -100%

减持

DFAE Dimensional Emerging Core Equity Mkt ETF

+$291.0K

885,206 -2%

减持

DGRO Ishares Core Dividend

-$289.1K

55,581 -9%

建仓

GLD SPDR Gold Shares

+$285.3K

720

减持

SPTM SPDR SERIES TRUST PORTFOLIO TL STK ETF

+$268.8K

308,132 -1%

减持

QUAL iShares MSCI USA Quality Factor ETF

+$260.2K

134,645 -1%

建仓

XMMO INVESCO EXCHANGE TRADED FD TR S&P MDCP MOMNTUM ETF

+$247.8K

1,789

清仓

DON Wisdomtree Midcap Divdnd

-$231.6K

0 -100%

建仓

LRCX Lam Research Corporation

+$229.4K

1,340

建仓

IMAX Imax Corp

+$224.3K

6,068

清仓

ABT Abbott Laboratories

-$221.0K

0 -100%

建仓

PG Procter & Gamble

+$216.4K

1,510

减持

SPSM SPDR SERIES TRUST PORTFOLIO SM ETF

-$210.1K

179,982 -4%

建仓

INTC Intel Corp

+$206.6K

5,600

清仓

PANW Palo Alto Networks

-$203.6K

0 -100%

减持

EFA Ishares Tr Msci Eafe Fd

-$203.6K

142,770 -4%

建仓

RTX Raytheon Technologies Ord

+$203.4K

1,109

增持

IBIT iShares Bitcoin Trust ETF

-$199.8K

13,841 +1%

增持

IBDW ISHARES TRUST IBONDS DEC 2031 TERM CORPOR

+$199.1K

23,682 +67%

增持

TSLA Tesla Motors Inc

+$196.2K

7,934 +5%

减持

IYW iShares U.S. Technology ETF

-$185.8K

85,075 -3%

减持

VOO Vanguard S&P 500 Etf

-$183.3K

1,730 -16%

减持

JPME JP MORGAN ETF TRUST DIVERSFED RTRN ETF

-$182.1K

65,362 -3%

减持

GBTC Bitcoin Investment Ord

-$163.9K

6,872 -3%

增持

NFLX Netflix Inc

-$158.0K

7,880 +953%

减持

BRK/B Berkshire Hathaway Inc B

-$141.3K

5,932 -5%

减持

AMZN Amazon Com Inc

-$140.6K

7,920 -12%

增持

JNJ Johnson & Johnson

+$134.3K

3,567 +10%

减持

SPHQ INVESCO EXCHANGE TRADED FD TR S&P500 QUALITY ETF

-$128.9K

30,364 -8%

减持

COWZ PACER FDS TR US CASH COWS 100 ETF

+$127.9K

116,516 -3%

减持

PFFD GLOBAL X FDS US PFD ETF

-$116.8K

15,196 -27%

减持

COST Costco Whsl Corp New

-$106.1K

1,238 -2%

减持

AVUV AVANTIS US SMALL CAP VALUE ETF

-$105.3K

14,728 -9%

减持

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

+$101.8K

43,443 -1%

增持

NVDA Nvidia Corp

+$101.0K

43,018 +1%

减持

INTU Intuit Inc

-$98.2K

4,591 -0%

增持

MA Mastercard Inc

+$95.0K

1,081 +18%

减持

TILT Flexshares Morningstar

-$94.5K

70,079 -3%

减持

IVV Ishares TRUST S&P

-$89.3K

752 -17%

增持

QDEF FLEXSHARES TRUST QLT DIV DEF I DX ETF

+$86.7K

88,313 +0%

增持

SCHB Schw US Brd Mkt Etf

+$85.5K

135,862 +0%

增持

V Visa Inc Cl A

+$82.5K

4,378 +3%

增持

RSP Rydex Etf TRUST

+$79.8K

42,875 +0%

增持

META Meta Platforms Inc

-$77.5K

1,221 +1%

增持

XLK Sector Spdr Tech Select

+$76.3K

25,160 +100%

增持

MS Morgan Stanley

+$75.9K

3,486 +2%

减持

EIS iShares MSCI Israel ETF

+$71.4K

7,782 -1%

增持

WMT Wal Mart Stores Inc

+$71.3K

4,842 +7%

建仓

TTRX Turn Therapeutics Inc.

+$70.9K

18,000

增持

ESG Flexsh Stoxx US Esg

+$64.9K

16,049 +0%

增持

SYK Stryker Corp

-$63.6K

3,575 +0%

增持

— Exxon Mobil Corporation

+$62.8K

8,084 +0%

减持

ESGD Ishares Esg Msci Eafe

+$58.9K

58,179 -1%

减持

VIG Vanguard Div Apprciation

-$55.0K

5,801 -6%

减持

GS Goldman Sachs Group Inc

+$55.0K

1,186 -4%

减持

VUG Vanguard Growth

+$52.9K

7,976 -0%

增持

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

-$51.6K

238,886 +1%

减持

HD Home Depot Inc

-$50.7K

717 -2%

增持

COF Capital One Financial Cp

+$48.6K

1,553 +1%

增持

AVGO Avago Technologies

+$48.0K

2,661 +1%

减持

BSCR INVESCO EXCHANGE TRADED SELF I BULSHS 2027 CB ETF

-$46.7K

13,097 -15%

增持

SUSL iShares ESG MSCI USA Leaders ETF

+$43.9K

5,721 +3%

增持

ORCL Oracle Corporation

+$43.7K

1,387 +72%

增持

ISRA Vaneck Vectors Israel ETF

+$39.7K

8,560 +1%

减持

USHY iShares Broad USD High Yield Corp Bd ETF

-$39.7K

19,651 -4%

增持

BSCT INVSC BLTSHRS 2029 CORP BND ETF

+$38.3K

13,114 +18%

增持

JPM Jpmorgan Chase & Co

+$33.3K

4,668 +0%

增持

NULV NUVEEN ESG NUVEEN ESG LRG CAP VAL ETF

+$30.2K

9,423 +5%

建仓

— Brera Holdings Plc COM USD0.05 CL B (P/S)

+$29.9K

16,000

增持

AXP American Express Company

+$28.6K

670 +2%

增持

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

-$28.1K

13,596 +0%

减持

VB Vanguard Small Cap

-$27.1K

851 -12%

减持

REZ Ishares Ftse Nareit Res

-$24.6K

3,504 -5%

增持

GBFH GBank Financial Holdings Inc

+$23.7K

39,854 +18%

减持

NUMV Nuveen Esg Mid Cap Value

-$23.2K

17,182 -4%

减持

CVX Chevron Corporation

-$23.2K

3,467 -2%

增持

SCHW The Charles Schwab Corp

+$22.9K

4,514 +1%

增持

IEFA Ishares Core Msci Eafe

+$22.7K

7,139 +1%

增持

MRSH Marsh & Mc Lennan Co Inc

-$22.6K

1,664 +1%

减持

IUS Invesco RAFI Strategic US ETF

+$22.3K

14,256 -1%

增持

ABBV Abbvie Inc

-$19.7K

6,913 +0%

减持

HYGV FLEXSHARES TRUST HIG YLD VL ET F

-$19.5K

8,509 -4%

增持

IBM Intl Business Machines

+$18.6K

1,242 +0%

减持

JPIN Jpmorgan Dvrsfd Rtrn

+$16.8K

13,842 -0%

增持

GE General Electric Company

+$15.9K

1,252 +2%

减持

BSX Boston Scientific Corp

-$15.0K

4,316 -1%

减持

NUMG Nuveen Esg Mid Cap

-$13.1K

7,179 -2%

减持

AVEM AMERICAN CENTURY INVESTMENTS A VANTIS EMGMKT ETF

-$13.0K

15,538 -4%

增持

EOG E O G Resources Inc

-$12.5K

1,916 +1%

减持

MDY Mid Cap SPDR

-$11.8K

4,129 -2%

增持

ITEQ BlueStar Israel Technology ETF

+$11.5K

4,418 +6%

减持

IJR Ishares Tr S&P Smallcap

+$10.7K

22,328 -1%

增持

IJH Ishares Tr S&P Midcap

+$6.0K

5,315 +1%

增持

IWB Ishares Tr Russell

+$5.0K

555 +0%

减持

DEUS Dutsch X Trck Rusl 1000

+$5.0K

80,455 -0%

减持

NUSC Nuveen Esg Small Cap

+$5.0K

18,388 -1%

增持

DIS Disney Walt Co

-$3.8K

15,727 +0%

建仓

— Profusa Inc. COM USD 0.0001

+$3.1K

29,300

增持

BSCQ INVESCO EXCHANGE TRADED SELF I BULSHS 2026 CB ETF

+$2.3K

27,811 +0%

增持

FVD First TRUST Value

+$1.4K

22,080 +0%

减持

MCD Mc Donalds Corp

+$1.2K

1,574 -0%