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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
$653.9M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q1
21Q4
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 9
增持 81
减持 49
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
SCHG
SCHWAB STRATEGIC TR
+$7.0M
329,135
+205%
增持
HYD
VANECK ETF TRUST
+$3.4M
99,095
+172%
增持
IVAL
ALPHA ARCHITECT ETF TR
+$2.8M
664,640
+18%
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
HYMB
SPDR SER TR
-$2.7M
196,513
-13%
增持
MUB
ISHARES TR
+$2.6M
54,754
+88%
减持
AMGN
AMGEN INC
-$1.9M
18,835
-34%
增持
SCHX
SCHWAB STRATEGIC TR
-$1.5M
508,281
+100%
减持
JMST
J P MORGAN EXCHANGE-TRADED F
-$1.4M
93,177
-22%
减持
JNJ
JOHNSON & JOHNSON
-$1.2M
7,722
-49%
增持
META
META PLATFORMS INC
-$1.0M
9,280
+1%
减持
TFI
SPDR SER TR
-$1.0M
252,338
-0%
增持
EFG
ISHARES TR
+$808.0K
41,814
+43%
减持
SUB
ISHARES TR
-$803.0K
4,034
-65%
减持
JPST
J P MORGAN EXCHANGE-TRADED F
-$774.0K
6,721
-69%
增持
AAPL
APPLE INC
+$695.0K
63,318
+9%
减持
DLN
WISDOMTREE TR
-$695.0K
529,669
-1%
增持
SCHM
SCHWAB STRATEGIC TR
+$637.0K
175,971
+11%
减持
IVV
ISHARES TR
-$620.0K
25,848
-0%
建仓
XSOE
WISDOMTREE TR
+$551.0K
16,863
减持
NYF
ISHARES TR
-$500.0K
12,863
-38%
减持
IWF
ISHARES TR
-$398.0K
8,183
-6%
增持
PYPL
PAYPAL HLDGS INC
-$366.0K
7,059
+13%
增持
—
EVEREST RE GROUP LTD
+$351.0K
3,033
+48%
清仓
BURL
BURLINGTON STORES INC
-$347.0K
0
-100%
减持
VUG
VANGUARD INDEX FDS
-$329.0K
4,853
-10%
清仓
—
BERRY GLOBAL GROUP INC
-$327.0K
0
-100%
增持
IXUS
ISHARES TR
+$313.0K
39,041
+21%
增持
SHOP
SHOPIFY INC
-$292.0K
653
+23%
增持
SCHD
SCHWAB STRATEGIC TR
+$292.0K
21,620
+24%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$281.0K
4,262
+4%
减持
IJH
ISHARES TR
-$273.0K
15,660
-1%
建仓
XLE
SELECT SECTOR SPDR TR
+$259.0K
3,394
增持
MSFT
MICROSOFT CORP
-$259.0K
18,862
+4%
减持
VEA
VANGUARD TAX-MANAGED INTL FD
-$253.0K
52,955
-3%
增持
IEFA
ISHARES TR
-$251.0K
117,387
+4%
增持
V
VISA INC
+$246.0K
10,715
+9%
清仓
MRK
MERCK & CO INC
-$245.0K
0
-100%
建仓
VCSH
VANGUARD SCOTTSDALE FDS
+$241.0K
3,085
减持
IWM
ISHARES TR
-$238.0K
11,482
-2%
清仓
BSMO
INVESCO EXCH TRD SLF IDX FD
-$237.0K
0
-100%
建仓
VOD
VODAFONE GROUP PLC NEW
+$236.0K
14,178
增持
SCHA
SCHWAB STRATEGIC TR
+$233.0K
257,270
+120%
建仓
GD
GENERAL DYNAMICS CORP
+$231.0K
956
建仓
COST
COSTCO WHSL CORP NEW
+$229.0K
397
清仓
GILD
GILEAD SCIENCES INC
-$229.0K
0
-100%
清仓
LEN
LENNAR CORP
-$226.0K
0
-100%
增持
TSLA
TESLA INC
+$225.0K
5,275
+2%
增持
NFLX
NETFLIX INC
-$216.0K
1,041
+3%
清仓
NOVT
NOVANTA INC
-$215.0K
0
-100%
清仓
FDN
FIRST TR EXCHANGE-TRADED FD
-$213.0K
0
-100%
建仓
CSCO
CISCO SYS INC
+$211.0K
3,781
增持
ARKK
ARK ETF TR
-$211.0K
8,113
+2%
建仓
PLD
PROLOGIS INC.
+$209.0K
1,297
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$205.0K
0
-100%
增持
VXUS
VANGUARD STAR FDS
-$204.0K
53,957
+0%
建仓
LLY
LILLY ELI & CO
+$203.0K
710
减持
NVDA
NVIDIA CORPORATION
-$202.0K
6,196
-4%
增持
AMD
ADVANCED MICRO DEVICES INC
-$200.0K
7,719
+6%
清仓
—
NEW RELIC INC
-$200.0K
0
-100%
增持
QQQ
INVESCO QQQ TR
-$194.0K
5,634
+0%
增持
VO
VANGUARD INDEX FDS
-$189.0K
13,562
+1%
增持
CVX
CHEVRON CORP NEW
+$182.0K
3,900
+1%
增持
—
EXXON MOBIL CORP
+$162.0K
5,652
+13%
减持
—
SAFEHOLD INC
-$161.0K
4,444
-13%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
-$156.0K
1,413
+0%
减持
EFV
ISHARES TR
-$151.0K
17,665
-14%
增持
PFE
PFIZER INC
-$150.0K
21,776
+1%
增持
ABBV
ABBVIE INC
+$149.0K
2,546
+30%
减持
SCHE
SCHWAB STRATEGIC TR
-$149.0K
14,865
-22%
增持
ALGN
ALIGN TECHNOLOGY INC
-$147.0K
677
+1%
减持
IWP
ISHARES TR
-$143.0K
7,698
-3%
减持
VTEB
VANGUARD MUN BD FDS
-$132.0K
5,396
-28%
减持
NOW
SERVICENOW INC
-$130.0K
1,372
-0%
减持
—
ISTAR INC
-$121.0K
16,772
-16%
增持
IFLN
INVESCO EXCH TRADED FD TR II
+$117.0K
110,933
+12%
减持
INTC
INTEL CORP
-$114.0K
5,032
-29%
增持
HD
HOME DEPOT INC
-$111.0K
1,511
+11%
减持
CRM
SALESFORCE COM INC
-$109.0K
2,299
-2%
增持
QCOM
QUALCOMM INC
+$104.0K
2,853
+57%
减持
VOT
VANGUARD INDEX FDS
-$98.0K
2,806
-1%
增持
VB
VANGUARD INDEX FDS
-$94.0K
10,583
+2%
增持
IJR
ISHARES TR
-$88.0K
40,359
+4%
增持
VOO
VANGUARD INDEX FDS
-$86.0K
4,092
+0%
增持
SCHF
SCHWAB STRATEGIC TR
+$84.0K
401,561
+6%
减持
VEEV
VEEVA SYS INC
-$83.0K
1,668
-3%
增持
MU
MICRON TECHNOLOGY INC
-$81.0K
6,018
+2%
增持
BND
VANGUARD BD INDEX FDS
+$77.0K
3,947
+41%
减持
DIS
DISNEY WALT CO
-$77.0K
4,336
-0%
增持
ISRG
INTUITIVE SURGICAL INC
-$74.0K
1,308
+0%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$73.0K
3,897
+2%
减持
IYW
ISHARES TR
-$71.0K
1,972
-17%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$64.0K
6,578
-11%
增持
UNH
UNITEDHEALTH GROUP INC
+$62.0K
4,343
+1%
增持
SPMD
SPDR SER TR
-$59.0K
28,204
+1%
增持
JPM
JPMORGAN CHASE & CO
-$56.0K
8,944
+11%
增持
AGG
ISHARES TR
-$54.0K
10,656
+2%
减持
EEM
ISHARES TR
-$53.0K
13,879
-0%
增持
BX
BLACKSTONE INC
+$50.0K
4,888
+11%
增持
GOOG
ALPHABET INC
+$48.0K
300
+10%
增持
ZTS
ZOETIS INC
-$48.0K
1,153
+6%
增持
KO
COCA COLA CO
+$48.0K
7,912
+6%
减持
IWS
ISHARES TR
-$46.0K
6,862
-3%
增持
SQ
BLOCK INC
-$44.0K
2,044
+3%
减持
IJK
ISHARES TR
-$39.0K
3,080
-5%
增持
—
ASML HOLDING N V
-$39.0K
319
+1%
增持
GM
GENERAL MTRS CO
-$38.0K
6,154
+17%
增持
SPY
SPDR S&P 500 ETF TR
+$37.0K
5,351
+7%
增持
GOOGL
ALPHABET INC
+$37.0K
469
+7%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$35.0K
3,704
+0%
增持
MELI
MERCADOLIBRE INC
-$34.0K
221
+0%
清仓
DHF
BNY MELLON HIGH YIELD STRATE
-$34.0K
0
-100%
减持
EW
EDWARDS LIFESCIENCES CORP
-$33.0K
2,696
-0%
减持
BAC
BK OF AMERICA CORP
-$32.0K
8,209
-1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$31.0K
7,630
+11%
减持
VOE
VANGUARD INDEX FDS
-$31.0K
9,590
-2%
增持
DUK
DUKE ENERGY CORP NEW
+$31.0K
3,972
+1%
增持
AMZN
AMAZON COM INC
-$31.0K
1,882
+2%
增持
SCHZ
SCHWAB STRATEGIC TR
-$27.0K
115,412
+6%
减持
LULU
LULULEMON ATHLETICA INC
-$27.0K
998
-0%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$27.0K
11,391
-6%
减持
ED
CONSOLIDATED EDISON INC
+$24.0K
2,834
-1%
减持
IJJ
ISHARES TR
-$23.0K
2,944
-6%
增持
NULG
NUSHARES ETF TR
-$23.0K
4,714
+5%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$23.0K
11,430
-5%
增持
EMR
EMERSON ELEC CO
+$22.0K
2,494
+4%
减持
T
AT&T INC
-$21.0K
9,774
-4%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$21.0K
11,214
-7%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$19.0K
10,460
-4%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$19.0K
9,082
-7%
增持
PG
PROCTER AND GAMBLE CO
-$19.0K
6,300
+5%
增持
CMCSA
COMCAST CORP NEW
-$18.0K
7,304
+2%
增持
PEP
PEPSICO INC
+$18.0K
1,709
+11%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$18.0K
10,816
-7%
减持
DXCM
DEXCOM INC
-$18.0K
707
-0%
增持
NUMG
NUSHARES ETF TR
-$17.0K
5,585
+5%
增持
SCHB
SCHWAB STRATEGIC TR
-$14.0K
7,187
+104%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$14.0K
5,264
+5%
增持
C
CITIGROUP INC
-$14.0K
4,821
+7%
增持
WMT
WALMART INC
+$12.0K
1,720
+2%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$11.0K
5,212
+3%
增持
VTI
VANGUARD INDEX FDS
+$9.0K
4,633
+7%
增持
—
LIBERTY GLOBAL PLC
-$9.0K
8,824
+4%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
-$9.0K
180
+7%
增持
WM
WASTE MGMT INC DEL
-$8.0K
1,304
+1%
增持
MA
MASTERCARD INCORPORATED
+$8.0K
5,032
+1%
减持
TSCO
TRACTOR SUPPLY CO
-$8.0K
1,227
-1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$7.0K
2,950
-12%
增持
MGA
MAGNA INTL INC
-$5.0K
3,379
+23%
增持
CVS
CVS HEALTH CORP
+$4.0K
4,328
+3%
增持
LUMN
LUMEN TECHNOLOGIES INC
+$3.0K
17,479
+13%
