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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 145 项
建仓 11
增持 84
减持 38
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
IEFA
ISHARES TR
+$3.3M
188,988
+44%
增持
HYMB
SPDR SER TR
+$2.9M
724,261
+26%
减持
EFG
ISHARES TR
-$1.9M
84,189
-13%
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。
增持
IQDG
WISDOMTREE TR
+$1.9M
143,348
+85%
减持
SCHF
SCHWAB STRATEGIC TR
-$1.7M
520,887
-4%
减持
HYD
VANECK ETF TRUST
-$1.5M
149,952
-13%
增持
SYLD
CAMBRIA ETF TR
+$1.5M
246,769
+9%
增持
V
VISA INC
+$1.4M
14,714
+76%
减持
DLN
WISDOMTREE TR
-$1.2M
225,469
-5%
减持
SCHM
SCHWAB STRATEGIC TR
-$1.2M
43,442
-25%
增持
MSFT
MICROSOFT CORP
+$1.1M
27,452
+24%
增持
AVUV
AMERICAN CENTY ETF TR
+$1.1M
84,517
+19%
减持
SCHX
SCHWAB STRATEGIC TR
-$1.0M
177,699
-7%
增持
IVAL
EA SERIES TRUST
+$1.0M
1,013,173
+5%
增持
AAPL
APPLE INC
-$992.5K
63,267
+4%
减持
SCHG
SCHWAB STRATEGIC TR
-$938.0K
117,790
-7%
增持
SCHZ
SCHWAB STRATEGIC TR
+$878.2K
242,936
+14%
增持
AMGN
AMGEN INC
+$852.3K
17,451
+1%
减持
SCHA
SCHWAB STRATEGIC TR
-$760.4K
53,782
-21%
增持
ITAN
EA SERIES TRUST
+$663.7K
617,741
+9%
增持
VTI
VANGUARD INDEX FDS
+$614.4K
358,396
+5%
建仓
APD
AIR PRODS & CHEMS INC
+$602.2K
2,125
建仓
KVUE
KENVUE INC
+$390.7K
19,458
清仓
SHOP
SHOPIFY INC
-$387.1K
0
-100%
增持
QMOM
EA SERIES TRUST
+$371.5K
329,960
+11%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$355.3K
5,647
+19%
增持
PYPL
PAYPAL HLDGS INC
+$347.5K
10,235
+172%
增持
IFLN
INVESCO EXCH TRADED FD TR II
+$324.2K
219,293
+12%
增持
IVV
ISHARES TR
-$299.5K
20,004
+0%
建仓
BA
BOEING CO
+$270.5K
1,411
增持
QQQ
INVESCO QQQ TR
+$265.5K
5,372
+20%
清仓
BILS
SPDR SER TR
-$261.7K
0
-100%
建仓
VZ
VERIZON COMMUNICATIONS INC
+$255.5K
7,885
建仓
INTC
INTEL CORP
+$255.3K
7,181
增持
JPM
JPMORGAN CHASE & CO
+$243.7K
11,051
+18%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$242.1K
0
-100%
清仓
HE
HAWAIIAN ELEC INDUSTRIES
-$240.0K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$237.0K
6,655
-14%
建仓
VHT
VANGUARD WORLD FDS
+$226.6K
964
清仓
NOVT
NOVANTA INC
-$225.0K
0
-100%
减持
IJH
ISHARES TR
-$223.0K
7,756
-6%
清仓
EW
EDWARDS LIFESCIENCES CORP
-$217.4K
0
-100%
建仓
RJF
RAYMOND JAMES FINL INC
+$215.4K
2,145
清仓
BND
VANGUARD BD INDEX FDS
-$209.8K
0
-100%
清仓
TSCO
TRACTOR SUPPLY CO
-$209.6K
0
-100%
清仓
IJJ
ISHARES TR
-$205.6K
0
-100%
清仓
NEE
NEXTERA ENERGY INC
-$205.2K
0
-100%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$204.8K
1,460
增持
GOOGL
ALPHABET INC
+$204.7K
13,645
+3%
清仓
RSP
INVESCO EXCHANGE TRADED FD T
-$204.5K
0
-100%
建仓
IJK
ISHARES TR
+$204.4K
2,829
减持
VUG
VANGUARD INDEX FDS
-$204.1K
13,453
-2%
增持
GOOG
ALPHABET INC
+$193.9K
9,482
+9%
增持
EQIX
EQUINIX INC
-$193.4K
3,366
+0%
减持
VOO
VANGUARD INDEX FDS
-$190.9K
4,231
-7%
减持
CL
COLGATE PALMOLIVE CO
-$186.3K
27,852
-1%
减持
IJR
ISHARES TR
-$182.7K
23,386
-2%
增持
MUB
ISHARES TR
+$170.9K
115,269
+6%
减持
VB
VANGUARD INDEX FDS
-$165.7K
10,576
-3%
建仓
F
FORD MTR CO DEL
+$160.7K
12,940
建仓
T
AT&T INC
+$154.2K
10,263
减持
VXUS
VANGUARD STAR FDS
-$149.8K
57,874
-0%
增持
—
EXXON MOBIL CORP
+$135.9K
7,066
+9%
增持
HD
HOME DEPOT INC
+$134.1K
2,441
+26%
增持
LLY
ELI LILLY & CO
+$128.9K
1,252
+8%
增持
VO
VANGUARD INDEX FDS
-$121.0K
14,207
+2%
增持
ORCL
ORACLE CORP
+$110.3K
3,346
+63%
增持
IWM
ISHARES TR
-$109.7K
11,517
+1%
增持
NVDA
NVIDIA CORPORATION
+$109.0K
7,091
+1%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$107.3K
54,608
+1%
减持
PFE
PFIZER INC
-$104.8K
19,390
-5%
增持
WMT
WALMART INC
+$102.6K
3,006
+25%
减持
DXCM
DEXCOM INC
-$101.4K
2,282
-7%
增持
SPY
SPDR S&P 500 ETF TR
+$98.7K
5,399
+8%
减持
UNH
UNITEDHEALTH GROUP INC
+$97.8K
4,686
-1%
增持
VTEB
VANGUARD MUN BD FDS
+$96.4K
31,512
+11%
减持
SCHD
SCHWAB STRATEGIC TR
-$92.7K
27,062
-2%
增持
CVX
CHEVRON CORP NEW
+$89.1K
3,730
+9%
减持
MCD
MCDONALDS CORP
-$85.5K
1,891
-3%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$84.2K
4,094
+20%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$84.1K
3,993
+0%
增持
CSCO
CISCO SYS INC
+$82.5K
6,340
+27%
增持
CMCSA
COMCAST CORP NEW
+$78.9K
9,364
+16%
增持
BAC
BANK AMERICA CORP
+$78.0K
13,018
+34%
增持
ABBV
ABBVIE INC
+$78.0K
3,052
+9%
增持
MRK
MERCK & CO INC
+$77.4K
4,913
+32%
增持
BX
BLACKSTONE INC
+$74.9K
4,852
+1%
减持
IWF
ISHARES TR
-$71.5K
7,483
-0%
减持
ISRG
INTUITIVE SURGICAL INC
-$66.8K
1,167
-2%
增持
AMD
ADVANCED MICRO DEVICES INC
-$65.2K
7,241
+2%
增持
TSLA
TESLA INC
-$61.3K
16,689
+3%
减持
VOE
VANGUARD INDEX FDS
-$56.2K
7,351
-0%
增持
TFI
SPDR SER TR
-$55.1K
267,640
+5%
增持
AMZN
AMAZON COM INC
+$54.4K
40,314
+4%
增持
NUSC
NUSHARES ETF TR
+$53.2K
9,109
+28%
减持
PEP
PEPSICO INC
-$51.6K
2,085
-5%
减持
SPMD
SPDR SER TR
-$51.6K
23,959
-0%
增持
IXUS
ISHARES TR
-$50.3K
32,279
+2%
增持
UBER
UBER TECHNOLOGIES INC
+$49.0K
15,073
+1%
增持
ADBE
ADOBE INC
+$48.9K
1,263
+4%
增持
COST
COSTCO WHSL CORP NEW
+$45.7K
827
+6%
减持
ESGD
ISHARES TR
-$40.7K
5,581
-5%
增持
AGG
ISHARES TR
+$39.3K
5,715
+12%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$38.7K
112
-2%
减持
XSOE
WISDOMTREE TR
-$37.9K
16,468
-4%
增持
IWP
ISHARES TR
-$37.0K
7,198
+0%
增持
MU
MICRON TECHNOLOGY INC
+$36.9K
6,431
+1%
增持
NUMV
NUSHARES ETF TR
+$35.8K
11,917
+17%
增持
WM
WASTE MGMT INC DEL
-$31.6K
1,523
+0%
减持
HON
HONEYWELL INTL INC
-$26.7K
1,101
-1%
增持
VOT
VANGUARD INDEX FDS
-$26.1K
2,485
+0%
增持
KO
COCA COLA CO
-$25.3K
7,336
+1%
增持
EMR
EMERSON ELEC CO
+$22.2K
2,751
+2%
减持
SCHV
SCHWAB STRATEGIC TR
-$22.1K
7,800
-0%
减持
SCHB
SCHWAB STRATEGIC TR
-$21.9K
7,337
-2%
增持
MA
MASTERCARD INCORPORATED
+$20.8K
4,787
+0%
减持
XLE
SELECT SECTOR SPDR TR
+$20.6K
2,527
-1%
减持
DUK
DUKE ENERGY CORP NEW
-$20.6K
3,543
-5%
增持
—
LINDE PLC
+$17.9K
616
+11%
增持
PG
PROCTER AND GAMBLE CO
-$17.7K
6,747
+2%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$17.0K
467
+11%
增持
AVGO
BROADCOM INC
-$16.9K
530
+1%
增持
NULG
NUSHARES ETF TR
-$15.5K
13,007
+2%
增持
NUMG
NUSHARES ETF TR
+$14.5K
12,137
+10%
增持
DNL
WISDOMTREE TR
-$14.2K
8,194
+2%
减持
META
META PLATFORMS INC
+$14.1K
8,706
-4%
增持
ED
CONSOLIDATED EDISON INC
+$12.8K
3,817
+10%
增持
NFLX
NETFLIX INC
+$11.5K
896
+21%
增持
DIS
DISNEY WALT CO
+$10.5K
4,159
+14%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$9.9K
5,670
+6%
增持
CRM
SALESFORCE INC
-$9.4K
1,816
+2%
增持
NYF
ISHARES TR
+$9.3K
15,990
+6%
增持
PLD
PROLOGIS INC.
-$8.9K
1,883
+5%
减持
CVS
CVS HEALTH CORP
-$8.7K
3,602
-4%
增持
ZTS
ZOETIS INC
+$8.7K
1,220
+3%
增持
GS
GOLDMAN SACHS GROUP INC
+$7.8K
726
+3%
增持
IUSG
ISHARES TR
+$7.7K
3,796
+5%
增持
GILD
GILEAD SCIENCES INC
+$7.4K
3,477
+6%
增持
VEEV
VEEVA SYS INC
+$6.7K
1,145
+0%
增持
—
ACCENTURE PLC IRELAND
+$6.4K
681
+4%
减持
NOW
SERVICENOW INC
-$5.3K
1,003
-0%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$3.9K
757
-0%
清仓
—
FARADAY FUTRE INTLGT ELCTR I
-$2.7K
0
-100%
增持
DSI
ISHARES TR
-$494
9,328
+3%
增持
EFV
ISHARES TR
-$173
27,100
+0%
