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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 21
增持 54
减持 68
清仓 7
方向
标的
Δ市值
现股数(环比)
建仓
TBIL
RBB FD INC
+$22.8M
457,675
增持
IEFA
ISHARES TR
+$12.1M
345,287
+83%
增持
VTI
VANGUARD INDEX FDS
+$10.3M
364,428
+2%
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
+$4.9M
261,232
+82%
增持
QMOM
EA SERIES TRUST
+$3.5M
355,345
+8%
增持
IVAL
EA SERIES TRUST
+$3.3M
1,084,757
+7%
减持
TSLA
TESLA INC
-$2.9M
5,016
-70%
增持
ITAN
EA SERIES TRUST
+$2.8M
645,869
+5%
增持
TFI
SPDR SER TR
+$2.8M
307,799
+15%
增持
HYMB
SPDR SER TR
+$2.8M
790,913
+9%
清仓
EQIX
EQUINIX INC
-$2.4M
0
-100%
增持
SYLD
CAMBRIA ETF TR
+$2.4M
261,613
+6%
增持
SCHZ
SCHWAB STRATEGIC TR
+$1.9M
271,706
+12%
减持
EFG
ISHARES TR
-$1.9M
55,758
-34%
增持
AVUV
AMERICAN CENTY ETF TR
+$1.7M
92,074
+9%
增持
SCHG
SCHWAB STRATEGIC TR
+$1.3M
118,395
+1%
增持
HYD
VANECK ETF TRUST
+$1.2M
165,453
+10%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.1M
6,633
+42%
减持
AAPL
APPLE INC
+$1.1M
62,114
-2%
增持
AMZN
AMAZON COM INC
+$1.1M
40,962
+2%
减持
SCHF
SCHWAB STRATEGIC TR
-$979.7K
452,101
-13%
减持
SCHX
SCHWAB STRATEGIC TR
+$943.8K
176,160
-1%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$874.9K
0
-100%
建仓
DFSI
DIMENSIONAL ETF TRUST
+$872.4K
27,236
减持
DLN
WISDOMTREE TR
+$687.7K
219,219
-3%
减持
V
VISA INC
-$631.1K
10,575
-28%
增持
VUG
VANGUARD INDEX FDS
+$621.5K
13,783
+2%
减持
VTEB
VANGUARD MUN BD FDS
-$569.1K
18,543
-41%
增持
IFLN
INVESCO EXCH TRADED FD TR II
+$568.0K
237,924
+8%
增持
IXUS
ISHARES TR
+$540.4K
38,146
+18%
建仓
NULV
NUSHARES ETF TR
+$515.9K
14,366
建仓
AVSD
AMERICAN CENTY ETF TR
+$504.2K
9,357
增持
VEA
VANGUARD TAX-MANAGED FDS
+$499.4K
60,269
+10%
建仓
DMXF
ISHARES TR
+$487.9K
7,638
增持
NULG
NUSHARES ETF TR
+$484.8K
18,208
+40%
增持
DSI
ISHARES TR
+$472.6K
13,531
+45%
减持
META
META PLATFORMS INC
+$446.8K
8,646
-1%
减持
IVV
ISHARES TR
+$433.5K
18,893
-6%
减持
NVDA
NVIDIA CORPORATION
+$396.9K
7,030
-1%
减持
PYPL
PAYPAL HLDGS INC
-$377.0K
3,604
-65%
增持
VXUS
VANGUARD STAR FDS
+$363.5K
59,713
+3%
增持
AMGN
AMGEN INC
+$336.7K
17,453
+0%
减持
MUB
ISHARES TR
+$320.2K
111,981
-3%
减持
AMD
ADVANCED MICRO DEVICES INC
+$319.5K
7,218
-0%
增持
NUSC
NUSHARES ETF TR
+$309.2K
16,020
+76%
增持
JPM
JPMORGAN CHASE & CO
+$293.4K
11,146
+1%
建仓
UTRE
RBB FD INC
+$276.5K
5,593
建仓
UTWO
RBB FD INC
+$275.6K
5,701
清仓
DNL
WISDOMTREE TR
-$274.1K
0
-100%
清仓
EMR
EMERSON ELEC CO
-$265.7K
0
-100%
建仓
VTV
VANGUARD INDEX FDS
+$257.0K
1,719
增持
NUMG
NUSHARES ETF TR
+$249.6K
16,407
+35%
增持
UBER
UBER TECHNOLOGIES INC
+$243.8K
15,219
+1%
减持
CL
COLGATE PALMOLIVE CO
+$239.4K
27,851
-0%
建仓
UNP
UNION PAC CORP
+$233.1K
949
建仓
NEE
NEXTERA ENERGY INC
+$230.3K
3,791
建仓
AXP
AMERICAN EXPRESS CO
+$228.4K
1,219
清仓
VHT
VANGUARD WORLD FDS
-$226.6K
0
-100%
减持
VO
VANGUARD INDEX FDS
-$223.8K
11,755
-17%
增持
NUMV
NUSHARES ETF TR
+$222.6K
17,798
+49%
建仓
DIA
SPDR DOW JONES INDL AVERAGE
+$221.7K
588
建仓
QCOM
QUALCOMM INC
+$221.0K
1,528
减持
SPY
SPDR S&P 500 ETF TR
+$218.2K
5,315
-2%
减持
IWF
ISHARES TR
+$217.9K
7,284
-3%
减持
IJR
ISHARES TR
+$216.7K
22,381
-4%
建仓
UFIV
RBB FD INC
+$216.7K
4,403
建仓
GD
GENERAL DYNAMICS CORP
+$215.8K
831
建仓
GE
GENERAL ELECTRIC CO
+$213.9K
1,676
建仓
LULU
LULULEMON ATHLETICA INC
+$208.6K
408
建仓
ADI
ANALOG DEVICES INC
+$208.5K
1,050
建仓
IJJ
ISHARES TR
+$208.1K
1,825
建仓
NOVT
NOVANTA INC
+$205.6K
1,221
建仓
ABT
ABBOTT LABS
+$202.5K
1,840
增持
AVGO
BROADCOM INC
+$196.1K
570
+8%
减持
MSFT
MICROSOFT CORP
+$188.3K
23,552
-14%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$176.7K
3,942
-1%
减持
CVX
CHEVRON CORP NEW
-$176.1K
3,036
-19%
增持
GOOGL
ALPHABET INC
+$175.7K
14,040
+3%
减持
IWM
ISHARES TR
+$175.1K
11,014
-4%
减持
SCHM
SCHWAB STRATEGIC TR
+$171.5K
41,312
-5%
减持
SCHA
SCHWAB STRATEGIC TR
+$166.0K
50,669
-6%
清仓
F
FORD MTR CO DEL
-$160.7K
0
-100%
清仓
T
AT&T INC
-$154.2K
0
-100%
增持
SCHD
SCHWAB STRATEGIC TR
+$152.3K
27,153
+0%
减持
VOO
VANGUARD INDEX FDS
+$151.7K
4,151
-2%
减持
—
EXXON MOBIL CORP
-$130.7K
7,003
-1%
增持
BX
BLACKSTONE INC
+$122.5K
4,907
+1%
增持
INTC
INTEL CORP
+$116.4K
7,397
+3%
增持
MU
MICRON TECHNOLOGY INC
+$115.8K
6,484
+1%
增持
COST
COSTCO WHSL CORP NEW
+$111.0K
876
+6%
增持
EFV
ISHARES TR
+$110.7K
27,576
+2%
减持
CRM
SALESFORCE INC
+$106.9K
1,806
-1%
减持
SPMD
SPDR SER TR
+$105.6K
23,702
-1%
减持
NOW
SERVICENOW INC
+$104.2K
941
-6%
增持
HON
HONEYWELL INTL INC
+$102.6K
1,459
+33%
减持
KVUE
KENVUE INC
-$100.3K
13,491
-31%
增持
WM
WASTE MGMT INC DEL
+$95.6K
1,830
+20%
减持
IUSG
ISHARES TR
-$95.1K
2,545
-33%
减持
IWP
ISHARES TR
+$93.3K
7,188
-0%
减持
PFE
PFIZER INC
-$92.8K
19,117
-1%
增持
GOOG
ALPHABET INC
+$89.1K
9,503
+0%
增持
DIS
DISNEY WALT CO
+$88.9K
4,718
+13%
减持
ADBE
ADOBE INC
+$87.4K
1,226
-3%
减持
CSCO
CISCO SYS INC
-$86.0K
5,045
-20%
增持
LLY
ELI LILLY & CO
+$83.0K
1,296
+4%
减持
HD
HOME DEPOT INC
+$81.5K
2,364
-3%
增持
NYF
ISHARES TR
+$79.5K
16,555
+4%
减持
IJH
ISHARES TR
+$76.8K
7,255
-6%
减持
BAC
BANK AMERICA CORP
+$75.4K
12,825
-1%
减持
WMT
WALMART INC
-$67.4K
2,622
-13%
增持
VOT
VANGUARD INDEX FDS
+$64.0K
2,496
+0%
减持
NFLX
NETFLIX INC
+$62.3K
823
-8%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$61.7K
3,371
-18%
减持
MCD
MCDONALDS CORP
+$61.4K
1,887
-0%
减持
PG
PROCTER AND GAMBLE CO
-$55.2K
6,339
-6%
减持
VOE
VANGUARD INDEX FDS
+$53.8K
7,010
-5%
减持
DXCM
DEXCOM INC
+$53.4K
2,146
-6%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$51.7K
774
+2%
减持
XSOE
WISDOMTREE TR
-$46.6K
13,596
-17%
减持
ED
CONSOLIDATED EDISON INC
-$45.2K
3,092
-19%
增持
—
LINDE PLC
+$43.8K
665
+8%
增持
AGG
ISHARES TR
+$42.6K
5,844
+2%
减持
ISRG
INTUITIVE SURGICAL INC
+$42.5K
1,137
-3%
增持
SDY
SPDR SER TR
+$41.8K
2,856
+4%
增持
—
ACCENTURE PLC IRELAND
+$40.7K
712
+5%
增持
ZTS
ZOETIS INC
+$40.6K
1,281
+5%
减持
VZ
VERIZON COMMUNICATIONS INC
+$39.4K
7,823
-1%
减持
SCHB
SCHWAB STRATEGIC TR
+$38.0K
7,252
-1%
减持
SCHV
SCHWAB STRATEGIC TR
+$37.6K
7,708
-1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$36.2K
1,474
+1%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$36.0K
378
-19%
减持
APD
AIR PRODS & CHEMS INC
-$33.8K
2,076
-2%
减持
BA
BOEING CO
+$33.0K
1,164
-18%
减持
VB
VANGUARD INDEX FDS
+$32.0K
9,523
-10%
增持
GILD
GILEAD SCIENCES INC
+$31.6K
3,607
+4%
减持
VEEV
VEEVA SYS INC
-$31.4K
1,047
-9%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
+$30.4K
103
-8%
增持
KO
COCA COLA CO
+$27.1K
7,429
+1%
减持
GS
GOLDMAN SACHS GROUP INC
+$23.6K
670
-8%
减持
ABBV
ABBVIE INC
-$20.9K
2,801
-8%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$19.5K
5,601
-1%
减持
MA
MASTERCARD INCORPORATED
+$18.6K
4,487
-6%
减持
RJF
RAYMOND JAMES FINL INC
+$18.1K
2,094
-2%
增持
XLE
SELECT SECTOR SPDR TR
-$16.4K
2,529
+0%
减持
MRK
MERCK & CO INC
-$14.6K
4,506
-8%
减持
PEP
PEPSICO INC
-$14.3K
1,996
-4%
减持
CVS
CVS HEALTH CORP
-$12.7K
3,023
-16%
减持
QQQ
INVESCO QQQ TR
-$12.4K
4,669
-13%
增持
ORCL
ORACLE CORP
+$9.5K
3,452
+3%
减持
BNDX
VANGUARD CHARLOTTE FDS
+$7.0K
5,636
-1%
