小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
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
$653.9M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 145 项
建仓 7
增持 54
减持 74
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS
+$35.4M
219,047
+351%
减持
DLN
WISDOMTREE TR
-$10.3M
359,928
-32%
减持
SCHX
SCHWAB STRATEGIC TR
-$7.5M
346,624
-36%
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
SCHG
SCHWAB STRATEGIC TR
-$6.3M
236,239
-40%
增持
ITAN
EA SERIES TRUST
+$6.1M
378,120
+211%
增持
QMOM
EA SERIES TRUST
+$5.7M
190,714
+206%
增持
SYLD
CAMBRIA ETF TR
+$5.6M
143,890
+201%
减持
SCHA
SCHWAB STRATEGIC TR
-$3.8M
162,494
-38%
减持
SCHM
SCHWAB STRATEGIC TR
-$3.4M
119,539
-32%
增持
IVAL
EA SERIES TRUST
+$2.8M
924,486
+8%
建仓
EQIX
EQUINIX INC
+$2.6M
3,601
增持
AVUV
AMERICAN CENTY ETF TR
+$2.4M
54,402
+155%
增持
SCHF
SCHWAB STRATEGIC TR
+$2.2M
532,690
+5%
增持
EFG
ISHARES TR
+$2.1M
85,414
+22%
减持
AAPL
APPLE INC
+$1.9M
59,655
-2%
增持
HYD
VANECK ETF TRUST
+$1.7M
174,963
+21%
增持
TSLA
TESLA INC
+$1.6M
17,229
+9%
减持
VTEB
VANGUARD MUN BD FDS
-$1.5M
28,286
-52%
增持
MSFT
MICROSOFT CORP
+$1.1M
21,188
+1%
增持
SCHZ
SCHWAB STRATEGIC TR
+$1.0M
191,379
+10%
增持
META
META PLATFORMS INC
+$1.0M
9,016
+20%
减持
IJH
ISHARES TR
-$933.7K
10,102
-29%
增持
NVDA
NVIDIA CORPORATION
+$923.2K
6,818
+3%
增持
TFI
SPDR SER TR
+$902.1K
247,550
+6%
减持
IJR
ISHARES TR
-$815.4K
29,079
-24%
减持
IEFA
ISHARES TR
+$705.4K
135,622
-0%
建仓
NYF
ISHARES TR
+$682.0K
12,745
减持
AMZN
AMAZON COM INC
+$650.3K
37,212
-2%
减持
IVV
ISHARES TR
-$624.3K
22,610
-12%
增持
VUG
VANGUARD INDEX FDS
+$603.7K
14,456
+3%
增持
IQDG
WISDOMTREE TR
+$508.8K
77,915
+12%
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$435.4K
21,472
增持
MUB
ISHARES TR
+$394.8K
112,362
+1%
减持
AMGN
AMGEN INC
-$391.9K
17,241
-1%
增持
IFLN
INVESCO EXCH TRADED FD TR II
+$366.5K
176,791
+11%
减持
PFE
PFIZER INC
-$361.2K
19,239
-14%
减持
UNH
UNITEDHEALTH GROUP INC
-$321.0K
4,552
-2%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$312.1K
56,233
+6%
增持
GOOGL
ALPHABET INC
+$302.9K
12,837
+10%
减持
QQQ
INVESCO QQQ TR
+$285.0K
5,306
-0%
清仓
QCOM
QUALCOMM INC
-$279.0K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$269.9K
7,293
-8%
清仓
LULU
LULULEMON ATHLETICA INC
-$255.0K
0
-100%
清仓
GD
GENERAL DYNAMICS CORP
-$236.2K
0
-100%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$230.4K
41,212
+35%
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$225.2K
0
-100%
建仓
PLD
PROLOGIS INC.
+$223.2K
1,789
减持
AMD
ADVANCED MICRO DEVICES INC
+$218.8K
7,261
-5%
建仓
NUSC
NUSHARES ETF TR
+$213.4K
6,027
清仓
NEE
NEXTERA ENERGY INC
-$209.6K
0
-100%
清仓
ORCL
ORACLE CORP
-$207.9K
0
-100%
清仓
HON
HONEYWELL INTL INC
-$206.4K
0
-100%
清仓
VYM
VANGUARD WHITEHALL FDS
-$204.3K
0
-100%
增持
EFV
ISHARES TR
+$204.3K
27,304
+12%
建仓
MELI
MERCADOLIBRE INC
+$201.7K
153
清仓
WFC
WELLS FARGO CO NEW
-$201.5K
0
-100%
减持
VXUS
VANGUARD STAR FDS
+$195.5K
58,249
-0%
减持
CL
COLGATE PALMOLIVE CO
-$187.7K
29,320
-3%
减持
CVS
CVS HEALTH CORP
-$175.1K
3,340
-26%
清仓
F
FORD MTR CO DEL
-$157.9K
0
-100%
增持
SCHD
SCHWAB STRATEGIC TR
+$156.7K
34,057
+10%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$154.4K
31,041
+31%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$148.7K
4,628
-20%
增持
GOOG
ALPHABET INC
+$146.7K
7,863
+4%
增持
IXUS
ISHARES TR
+$146.5K
31,260
+1%
增持
BND
VANGUARD BD INDEX FDS
+$135.9K
7,689
+28%
减持
SUB
ISHARES TR
-$129.8K
7,877
-14%
减持
VO
VANGUARD INDEX FDS
-$123.5K
15,477
-7%
增持
NULG
NUSHARES ETF TR
+$122.8K
11,860
+8%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$121.7K
18,948
-12%
增持
UBER
UBER TECHNOLOGIES INC
+$118.4K
14,902
+4%
减持
SHOP
SHOPIFY INC
+$110.3K
8,384
-0%
减持
SPY
SPDR S&P 500 ETF TR
+$109.3K
5,173
-2%
减持
BAC
BANK AMERICA CORP
-$104.3K
10,290
-14%
减持
KO
COCA COLA CO
-$103.2K
7,485
-16%
减持
CRM
SALESFORCE INC
+$96.8K
1,711
-7%
增持
DSI
ISHARES TR
+$93.9K
8,194
+8%
减持
IWF
ISHARES TR
+$92.3K
7,948
-8%
增持
HYMB
SPDR SER TR
+$90.9K
525,070
+97%
减持
HD
HOME DEPOT INC
-$90.3K
1,712
-9%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$86.2K
3,420
-15%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$82.8K
6,828
+29%
减持
CVX
CHEVRON CORP NEW
-$66.5K
3,180
-2%
减持
NFLX
NETFLIX INC
-$65.4K
672
-33%
增持
AVGO
BROADCOM INC
+$63.3K
442
+12%
增持
ESGD
ISHARES TR
+$59.6K
5,010
+10%
增持
COST
COSTCO WHSL CORP NEW
+$57.9K
723
+10%
减持
MU
MICRON TECHNOLOGY INC
+$55.1K
6,133
-3%
增持
CSCO
CISCO SYS INC
+$54.7K
4,976
+15%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$54.5K
16,347
+15%
减持
SCHE
SCHWAB STRATEGIC TR
-$53.9K
10,752
-20%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$53.6K
3,031
-17%
减持
WMT
WALMART INC
-$52.5K
2,366
-16%
减持
MRK
MERCK & CO INC
-$51.8K
3,580
-8%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$51.3K
4,637
-3%
减持
IWP
ISHARES TR
+$51.0K
7,188
-0%
减持
IUSG
ISHARES TR
-$47.0K
3,169
-21%
增持
MCD
MCDONALDS CORP
+$45.6K
1,888
+3%
增持
NUMG
NUSHARES ETF TR
+$42.0K
10,160
+3%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$41.6K
4,080
-1%
减持
ISRG
INTUITIVE SURGICAL INC
-$40.2K
1,092
-9%
减持
JPM
JPMORGAN CHASE & CO
-$39.8K
9,137
-0%
减持
VB
VANGUARD INDEX FDS
-$39.8K
12,110
-5%
减持
IWY
ISHARES TR
+$38.8K
2,126
-0%
增持
AGG
ISHARES TR
+$36.9K
9,003
+2%
增持
PG
PROCTER AND GAMBLE CO
+$35.6K
6,650
+6%
减持
BX
BLACKSTONE INC
-$35.0K
4,917
-22%
减持
EMR
EMERSON ELEC CO
-$33.3K
2,730
-3%
减持
GILD
GILEAD SCIENCES INC
-$29.9K
3,357
-7%
减持
V
VISA INC
+$29.5K
8,229
-6%
增持
DNL
WISDOMTREE TR
+$27.6K
7,814
+1%
减持
IWS
ISHARES TR
-$27.6K
6,136
-5%
减持
LLY
LILLY ELI & CO
-$27.4K
1,012
-1%
减持
PYPL
PAYPAL HLDGS INC
-$25.0K
3,904
-14%
减持
VOO
VANGUARD INDEX FDS
+$23.6K
4,678
-5%
增持
HE
HAWAIIAN ELEC INDUSTRIES
-$22.5K
6,659
+0%
减持
SPMD
SPDR SER TR
-$21.7K
24,442
-5%
减持
CMCSA
COMCAST CORP NEW
-$21.2K
7,899
-14%
增持
SCHV
SCHWAB STRATEGIC TR
+$21.0K
9,203
+4%
减持
GS
GOLDMAN SACHS GROUP INC
-$20.5K
693
-4%
增持
XSOE
WISDOMTREE TR
+$20.2K
16,131
+0%
减持
XLE
SELECT SECTOR SPDR TR
-$19.8K
2,558
-3%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$19.2K
720
+0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$19.0K
462
-11%
增持
VZ
VERIZON COMMUNICATIONS INC
+$17.9K
5,645
+10%
增持
WM
WASTE MGMT INC DEL
+$16.7K
1,505
+3%
减持
PEP
PEPSICO INC
-$15.9K
2,077
-5%
减持
SCHB
SCHWAB STRATEGIC TR
-$14.2K
7,415
-10%
减持
NOW
SERVICENOW INC
+$14.0K
975
-14%
减持
FNDE
SCHWAB STRATEGIC TR
+$13.5K
12,273
-1%
减持
DXCM
DEXCOM INC
-$13.3K
2,328
-7%
减持
EEM
ISHARES TR
+$11.8K
15,017
-2%
增持
DUK
DUKE ENERGY CORP NEW
-$11.5K
3,703
+3%
减持
DIS
DISNEY WALT CO
-$9.9K
3,767
-15%
减持
MA
MASTERCARD INCORPORATED
+$9.6K
4,732
-4%
增持
VOE
VANGUARD INDEX FDS
+$9.0K
8,010
+2%
减持
ABBV
ABBVIE INC
-$8.7K
2,935
-0%
增持
NUMV
NUSHARES ETF TR
+$8.7K
8,881
+7%
增持
ED
CONSOLIDATED EDISON INC
+$6.2K
3,029
+2%
增持
—
EXXON MOBIL CORP
+$6.0K
6,555
+1%
减持
IWM
ISHARES TR
-$3.5K
11,563
-2%
减持
TSCO
TRACTOR SUPPLY CO
-$2.3K
958
-5%
减持
VEEV
VEEVA SYS INC
-$1.7K
1,150
-13%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$936
1,166
-13%
建仓
—
EXELA TECHNOLOGIES INC
+$425
10,926