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

26Q1 调仓2025-12-31 → 2026-03-31 · 共 139 项建仓 12增持 41减持 69清仓 17

方向

标的

Δ市值

现股数(环比)

减持

QGRW WISDOMTREE US QUALITY GROWTH ETF

-$6.6M

1,065,641 -2%

建仓

JPST JP MORGAN ETF TRUST ULTRA SHRT INC ETF

+$6.5M

129,372

建仓

AVTM AMERICAN CENTURY ETF TRUST ETF

+$5.2M

111,410

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

RSP Rydex Etf TRUST

-$2.9M

27,549 -36%

增持

GBFH GBank Financial Holdings Inc

+$2.9M

158,854 +299%

减持

AVUS AMERICAN CENTURY INVESTMENTS U S EQT ETF

-$2.6M

802,554 -2%

减持

VTI Vanguard Total Stock Mkt

-$2.6M

17,356 -29%

增持

DFAU DIMENSIONAL US CORE EQUITY MARKT ETF

-$2.2M

4,630,535 +3%

增持

AAPL Apple Computer Inc

-$2.1M

135,988 +1%

增持

IBDU ISHARES TRUST IBONDS DEC 29 ET F

+$1.9M

1,148,779 +8%

减持

NULG NUVEEN ESG NUVEEN ESG LRG CAP GRWTH ETF

-$1.9M

128,235 -7%

增持

IBDV ISHARES TRUST IBONDS DEC 2030 TERM CORPOR

+$1.8M

1,206,110 +8%

增持

IBDT ISHARES TRUST IBDS DEC28 ETF

+$1.7M

1,159,226 +6%

减持

QTEC First Tr Nasdaq 100 Fund

-$1.6M

83,826 -2%

减持

QUAL iShares MSCI USA Quality Factor ETF

-$1.5M

131,486 -2%

减持

SPTM SPDR SERIES TRUST PORTFOLIO TL STK ETF

-$1.5M

302,469 -2%

减持

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

-$1.4M

117,587 -10%

增持

GEV Ge Vernova Llc Com

+$1.4M

3,337 +43%

减持

LLY Lilly Eli & Company

-$1.3M

1,192 -46%

减持

FXL FIRST TRUST EXCH TRADED FUND 2 TECH ALPHADEX ETF

-$1.2M

61,631 -6%

减持

RDVY First Trst Nasdaq Rsng

-$1.1M

570,710 -1%

增持

IBDS iShares iBonds Dec 2027 Term Corp ETF

+$1.1M

1,217,920 +4%

增持

COWG Pacer US Large Cp CA Cows Gr Ldrs ETF

+$1.1M

341,988 +15%

减持

SPSM SPDR SERIES TRUST PORTFOLIO SM ETF

-$1.0M

153,116 -15%

减持

TILT Flexshares Morningstar

-$943.9K

68,293 -3%

增持

IYW iShares U.S. Technology ETF

-$883.9K

88,766 +4%

减持

SCHB Schw US Brd Mkt Etf

-$882.2K

106,830 -21%

减持

V Visa Inc Cl A

-$874.1K

2,188 -50%

增持

AMZN Amazon Com Inc

+$847.8K

12,848 +62%

增持

NOC Northrop Grumman Corp

+$834.6K

2,360 +74%

增持

VFLO VictoryShares Free Cash Flow ETF

+$833.6K

1,000,618 +2%

减持

QQQ Powershs Qqq TRUST Ser

-$833.4K

21,306 -0%

减持

DIS Disney Walt Co

-$819.9K

10,059 -36%

增持

JQUA JP MORGAN ETF TRUST US QUALTY FCTR ETF

-$816.4K

918,104 +2%

增持

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

-$789.3K

247,209 +3%

减持

NVDA Nvidia Corp

-$758.9K

41,651 -3%

减持

QDEF FLEXSHARES TRUST QLT DIV DEF I DX ETF

-$711.3K

80,662 -9%

增持

DGRW Wisdomtree US Divid Etf

-$699.6K

829,962 +1%

建仓

GCAL Goldman Sachs Dynamic CA Muncpl Inc ETF

+$679.6K

13,415

建仓

DFCA Dimensional California Municipal Bd ETF

+$679.3K

13,627

建仓

CMF iShares California Muni Bond ETF

+$676.5K

11,897

清仓

SPHD Pwrshr S&P500 Hidiv

-$572.2K

0 -100%

增持

VOO Vanguard S&P 500 Etf

+$551.2K

2,738 +58%

减持

COWZ PACER FDS TR US CASH COWS 100 ETF

-$541.8K

103,405 -11%

清仓

PLTR PALANTIR TECH INC COM CL A

-$516.0K

0 -100%

减持

SPY S P D R TRUST Unit SR

-$511.7K

1,001 -41%

减持

BRK/B Berkshire Hathaway Inc B

-$506.7K

5,165 -13%

减持

JPM Jpmorgan Chase & Co

-$492.8K

3,438 -26%

减持

VUG Vanguard Growth

-$456.3K

7,864 -1%

清仓

SCHW The Charles Schwab Corp

-$451.0K

0 -100%

建仓

ICOW Pacer Dev Mkts Intl Csh Cows 100 ETF

+$426.1K

10,040

建仓

UNH Unitedhealth Group Inc

+$422.9K

1,563

清仓

BSX Boston Scientific Corp

-$411.5K

0 -100%

增持

MSFT Microsoft Corp

-$409.8K

4,933 +7%

减持

MS Morgan Stanley

-$397.9K

1,343 -61%

增持

RTX Raytheon Technologies Ord

+$396.3K

3,109 +180%

清仓

ADI Analog Devices Inc

-$373.2K

0 -100%

增持

BSCR INVESCO EXCHANGE TRADED SELF I BULSHS 2027 CB ETF

+$317.6K

29,356 +124%

清仓

MRSH Marsh & Mc Lennan Co Inc

-$308.7K

0 -100%

减持

— Asml Hldgs Nv

-$301.7K

260 -57%

清仓

— A O N Plc

-$282.3K

0 -100%

清仓

TDY Teledyne Technologie

-$274.8K

0 -100%

减持

ESGD Ishares Esg Msci Eafe

-$256.2K

55,177 -5%

减持

MDY Mid Cap SPDR

-$252.7K

3,629 -12%

建仓

MKL Markel Corp

+$252.7K

132

清仓

AXP American Express Company

-$247.9K

0 -100%

建仓

LMT Lockheed Martin Corp

+$239.9K

397

减持

DFAE Dimensional Emerging Core Equity Mkt ETF

+$239.8K

858,565 -3%

清仓

IWF Ishares Tr Russell

-$226.2K

0 -100%

增持

TSLA Tesla Motors Inc

-$226.0K

8,990 +13%

清仓

PG Procter & Gamble

-$216.4K

0 -100%

建仓

VLO Valero Energy Corp New

+$213.0K

862

减持

DFAI Dimensional International Cr Eq Mkt ETF

-$209.7K

1,456,488 -3%

清仓

IWB Ishares Tr Russell

-$207.2K

0 -100%

清仓

PEP Pepsico Incorporated

-$206.9K

0 -100%

建仓

IEMG Ishares Etf

+$205.7K

2,948

清仓

SRLN Spdr Blackstone Gso

-$202.3K

0 -100%

清仓

EOG E O G Resources Inc

-$201.2K

0 -100%

减持

JPME JP MORGAN ETF TRUST DIVERSFED RTRN ETF

+$185.2K

63,630 -3%

减持

AVDE AMERICAN CENTURY INVESTMENTS I NTL EQT ETF

-$173.4K

291,172 -4%

减持

— Exxon Mobil Corporation

+$171.4K

6,744 -17%

建仓

BSCV INVESCO BULLTSHR 2031 CRP BND ETF

+$168.2K

10,220

增持

AVUV AVANTIS US SMALL CAP VALUE ETF

+$167.8K

15,115 +3%

减持

IBDW ISHARES TRUST IBONDS DEC 2031 TERM CORPOR

-$154.3K

16,560 -30%

增持

GOOG Google Inc Class C

-$154.2K

7,799 +2%

清仓

LION Lionsgate Studios Corp Registered Shs Isin#ca53626

-$152.9K

0 -100%

减持

META Meta Platforms Inc

-$144.1K

1,157 -5%

减持

SPHQ INVESCO EXCHANGE TRADED FD TR S&P500 QUALITY ETF

-$127.9K

28,607 -6%

减持

ABBV Abbvie Inc

-$116.3K

6,728 -3%

减持

AVGO Avago Technologies

-$116.2K

2,600 -2%

减持

IQLT ISHARES TRUST INTL QLTY FACTOR ETF

-$110.6K

921,777 -2%

增持

EIS iShares MSCI Israel ETF

+$107.1K

8,302 +7%

增持

GOOGL Google Inc Class A

-$102.0K

4,672 +1%

减持

COF Capital One Financial Cp

-$97.1K

1,531 -1%

减持

DFAC DIMENSIONAL U S CORE EQUITY 2 ETF

-$94.9K

128,583 -0%

减持

WMT Wal Mart Stores Inc

-$93.2K

3,591 -26%

减持

EFA Ishares Tr Msci Eafe Fd

+$93.0K

142,111 -0%

减持

SCHD SCHWAB US DIVIDEND EQ ETF

-$92.9K

124,348 -13%

增持

IJR Ishares Tr S&P Smallcap

+$92.3K

22,329 +0%

减持

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

-$85.0K

42,548 -2%

增持

GLD SPDR Gold Shares

+$82.6K

855 +19%

减持

MA Mastercard Inc

-$82.0K

1,071 -1%

减持

IBM Intl Business Machines

-$72.6K

1,218 -2%

减持

VIG Vanguard Div Apprciation

-$63.5K

5,633 -3%

减持

NVS Novartis AG ADR

-$60.6K

1,542 -28%

增持

IWP Ishares Russell Midcap

-$51.4K

5,870 +0%

增持

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

+$47.4K

13,604 +0%

增持

ISRA Vaneck Vectors Israel ETF

+$44.4K

9,060 +6%

增持

JPIN Jpmorgan Dvrsfd Rtrn

+$44.0K

13,857 +0%

增持

IVV Ishares TRUST S&P

+$42.8K

854 +14%

减持

GS Goldman Sachs Group Inc

-$42.4K

1,182 -0%

增持

VTV Vanguard Value

+$41.8K

1,796 +10%

增持

INTC Intel Corp

+$41.4K

5,620 +0%

减持

AVEM AMERICAN CENTURY INVESTMENTS A VANTIS EMGMKT ETF

+$39.3K

15,339 -1%

减持

GE General Electric Company

-$38.0K

1,225 -2%

减持

USHY iShares Broad USD High Yield Corp Bd ETF

-$36.7K

18,951 -4%

减持

COST Costco Whsl Corp New

-$36.3K

1,035 -16%

增持

IVW Ishares S&P 500 Growth

+$35.4K

4,154 +18%

减持

IUS Invesco RAFI Strategic US ETF

-$33.2K

13,497 -5%

减持

VEU Vanguard Intl Eqty Index

-$30.6K

7,581 -7%

减持

VHT Vanguard Health Care

-$29.0K

905 -5%

增持

OEF Ishares Tr S&P 100 Index

-$26.7K

2,505 +4%

减持

SCHK Schwab 1000 ETF

-$22.9K

9,148 -3%

减持

FTEC Fidelity MSCI Information Tech ETF

-$22.2K

1,199 -1%

增持

BSCT INVSC BLTSHRS 2029 CORP BND ETF

+$21.9K

14,413 +10%

减持

DGRO Ishares Core Dividend

+$21.2K

55,282 -1%

增持

BSCS INVESCO EXCHANGE TRADED SELF I INVSCO BLSH 28 ETF

+$21.2K

18,248 +7%

增持

ITEQ BlueStar Israel Technology ETF

+$18.7K

4,781 +8%

增持

IEFA Ishares Core Msci Eafe

+$16.7K

7,239 +1%

增持

BSCQ INVESCO EXCHANGE TRADED SELF I BULSHS 2026 CB ETF

+$12.2K

28,497 +2%

减持

NFLX Netflix Inc

+$10.2K

7,790 -1%

减持

FVD First TRUST Value

-$8.6K

21,452 -3%

减持

NUMV Nuveen Esg Mid Cap Value

-$8.3K

17,113 -0%

减持

NUSC Nuveen Esg Small Cap

+$6.2K

18,358 -0%

减持

NULV NUVEEN ESG NUVEEN ESG LRG CAP VAL ETF

+$3.3K

9,402 -0%

清仓

— Profusa Inc. COM USD 0.0001

-$3.1K

0 -100%

减持

DFAX DIMENSIONAL WLD EX US CR EQ 2 ETF

+$2.7K

13,729 -3%

减持

DEUS Dutsch X Trck Rusl 1000

-$1.3K

78,310 -3%