小隐寺数据中心API 小隐寺主站

Revolve Wealth Partners, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Revolve Wealth Partners, LLC

报告期 2026-03-31 · CIK 0001808992

持仓数

230

前50大市值合计

$653.9M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$114.2M

355,863

17.5%

IEFA ISHARES TR

CORE MSCI EAFE

$47.3M

522,492

7.2%

IVAL EA SERIES TRUST

INTL QUAN VALUE

$42.2M

1,242,115

6.5%

QMOM EA SERIES TRUST

US QUAN MOMENTUM

$27.7M

405,534

4.2%

SYLD CAMBRIA ETF TR

SHSHLD YIELD ETF

$27.5M

364,183

4.2%

HYMB SPDR SERIES TRUST

STATE STREET SPD

$27.0M

1,088,948

4.1%

ITAN EA SERIES TRUST

SPARKLINE INTANG

$26.2M

731,857

4.0%

SCHF SCHWAB STRATEGIC TR

INTL EQTY ETF

$26.0M

1,050,120

4.0%

TFI SPDR SERIES TRUST

STATE STREET SPD

$19.9M

439,995

3.1%

DFCF DIMENSIONAL ETF TRUST

CORE FIXED INCOM

$18.3M

433,572

2.8%

DLN WISDOMTREE TR

US LARGECAP DIVD

$17.6M

197,288

2.7%

IQDG WISDOMTREE TR

INTL QULTY DIV

$17.4M

432,796

2.7%

AAPL APPLE INC

COM

$17.2M

67,926

2.6%

SCHZ SCHWAB STRATEGIC TR

US AGGREGATE B

$17.2M

739,543

2.6%

HYD VANECK ETF TRUST

HIGH YLD MUNIETF

$14.8M

295,300

2.3%

AVUV AMERICAN CENTY ETF TR

US SML CP VALU

$13.9M

125,794

2.1%

NVDA NVIDIA CORPORATION

COM

$12.5M

71,609

1.9%

SCHG SCHWAB STRATEGIC TR

US LCAP GR ETF

$12.3M

422,617

1.9%

MUB ISHARES TR

NATIONAL MUN ETF

$12.0M

112,771

1.8%

IVV ISHARES TR

CORE S&P500 ETF

$11.7M

17,964

1.8%

SCHX SCHWAB STRATEGIC TR

US LRG CAP ETF

$10.6M

413,626

1.6%

MSFT MICROSOFT CORP

COM

$9.3M

25,107

1.4%

VEA VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT

$8.2M

128,648

1.3%

TBIL RBB FD INC

F/M US TREASURY

$6.6M

131,872

1.0%

VUG VANGUARD INDEX FDS

GROWTH ETF

$6.5M

14,946

1.0%

EFG ISHARES TR

EAFE GRWTH ETF

$5.7M

51,263

0.9%

IFLN INVESCO EXCH TRADED FD TR II

BLOOMBERG ENHANC

$5.6M

314,354

0.9%

GOOGL ALPHABET INC

CAP STK CL A

$5.2M

18,027

0.8%

META META PLATFORMS INC

CL A

$5.1M

8,943

0.8%

AMZN AMAZON COM INC

COM

$5.0M

24,210

0.8%

AMGN AMGEN INC

COM

$4.7M

13,298

0.7%

VXUS VANGUARD STAR FDS

VG TL INTL STK F

$4.6M

59,499

0.7%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$4.1M

6,346

0.6%

JPM JPMORGAN CHASE & CO

COM

$3.8M

12,789

0.6%

V VISA INC

COM CL A

$3.5M

11,684

0.5%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$3.4M

5,632

0.5%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$3.3M

6,841

0.5%

AVGO BROADCOM INC

COM

$3.1M

10,035

0.5%

SCHM SCHWAB STRATEGIC TR

US MID-CAP ETF

$3.0M

96,754

0.5%

GOOG ALPHABET INC

CAP STK CL C

$3.0M

10,291

0.5%

SCHD SCHWAB STRATEGIC TR

US DIVIDEND EQ

$2.9M

94,546

0.4%

BOXX EA SERIES TRUST

ALPHA ARCH 1-3

$2.9M

24,884

0.4%

VO VANGUARD INDEX FDS

MID CAP ETF

$2.8M

9,889

0.4%

EFV ISHARES TR

EAFE VALUE ETF

$2.8M

38,152

0.4%

DFSI DIMENSIONAL ETF TRUST

INTERNATIONAL

$2.7M

63,413

0.4%

QQQ INVESCO QQQ TR

UNIT SER 1

$2.7M

4,640

0.4%

SCHA SCHWAB STRATEGIC TR

US SML CAP ETF

$2.6M

88,746

0.4%

JMST J P MORGAN EXCHANGE TRADED F

ULTRA SHT MUNCPL

$2.5M

49,065

0.4%

IWM ISHARES TR

RUSSELL 2000 ETF

$2.4M

9,765

0.4%

IXUS ISHARES TR

CORE MSCI TOTAL

$2.4M

27,170

0.4%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

44%前 6 大占比

VTI17.5%IEFA7.2%IVAL6.5%QMOM4.2%SYLD4.2%HYMB4.1%