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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 6
增持 55
减持 78
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS
+$5.5M
374,443
+3%
增持
TBIL
RBB FD INC
+$2.6M
498,771
+12%
增持
NVDA
NVIDIA CORPORATION
+$2.5M
77,212
+896%
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
AAPL
APPLE INC
+$2.0M
59,046
-3%
增持
SCHF
SCHWAB STRATEGIC TR
+$1.4M
413,307
+11%
增持
SCHZ
SCHWAB STRATEGIC TR
+$1.3M
313,480
+11%
增持
HYMB
SPDR SER TR
+$1.2M
985,958
+6%
增持
IVAL
EA SERIES TRUST
-$1.0M
1,182,971
+5%
减持
SCHG
SCHWAB STRATEGIC TR
+$963.0K
118,978
-0%
增持
IQDG
WISDOMTREE TR
+$793.9K
348,461
+9%
增持
TFI
SPDR SER TR
+$613.4K
371,049
+5%
减持
MSFT
MICROSOFT CORP
+$597.0K
23,539
-0%
建仓
UPS
UNITED PARCEL SERVICE INC
+$583.3K
4,262
建仓
BOXX
EA SERIES TRUST
+$581.1K
5,390
增持
IEFA
ISHARES TR
+$561.1K
521,503
+4%
增持
AMZN
AMAZON COM INC
+$554.9K
41,716
+0%
增持
GOOGL
ALPHABET INC
+$468.5K
14,595
+1%
增持
QQQ
INVESCO QQQ TR
+$462.5K
5,580
+12%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$460.8K
4,957
-16%
增持
IFLN
INVESCO EXCH TRADED FD TR II
+$453.4K
270,751
+11%
增持
SYLD
CAMBRIA ETF TR
-$444.6K
283,173
+5%
减持
MUB
ISHARES TR
-$411.4K
112,255
-2%
建仓
GBTC
GRAYSCALE BITCOIN TR BTC
+$406.9K
7,642
增持
ITAN
EA SERIES TRUST
+$385.4K
688,092
+4%
建仓
GBCI
GLACIER BANCORP INC NEW
+$370.0K
9,915
减持
VUG
VANGUARD INDEX FDS
+$360.2K
13,447
-1%
减持
AMGN
AMGEN INC
+$359.9K
16,948
-2%
减持
MA
MASTERCARD INCORPORATED
-$317.3K
4,292
-7%
增持
NULG
NUSHARES ETF TR
+$303.0K
22,147
+13%
增持
DFSI
DIMENSIONAL ETF TRUST
+$292.8K
47,633
+26%
减持
V
VISA INC
-$275.6K
10,454
-3%
减持
JNJ
JOHNSON & JOHNSON
-$248.7K
5,600
-17%
增持
HYD
VANECK ETF TRUST
+$247.2K
177,006
+4%
清仓
VEEV
VEEVA SYS INC
-$244.7K
0
-100%
减持
IVV
ISHARES TR
+$242.7K
18,498
-2%
清仓
CVS
CVS HEALTH CORP
-$241.9K
0
-100%
清仓
VTV
VANGUARD INDEX FDS
-$241.4K
0
-100%
减持
GOOG
ALPHABET INC
+$231.7K
9,772
-5%
清仓
ABT
ABBOTT LABS
-$222.3K
0
-100%
建仓
TJX
TJX COS INC NEW
+$216.7K
1,968
清仓
EQL
ALPS ETF TR
-$215.9K
0
-100%
增持
DSI
ISHARES TR
+$215.1K
15,943
+12%
增持
AVGO
BROADCOM INC
+$214.3K
732
+1%
清仓
LOW
LOWES COS INC
-$213.7K
0
-100%
清仓
IJJ
ISHARES TR
-$213.4K
0
-100%
清仓
NOVT
NOVANTA INC
-$213.4K
0
-100%
增持
QMOM
EA SERIES TRUST
+$211.9K
371,482
+2%
清仓
PLD
PROLOGIS INC.
-$211.9K
0
-100%
清仓
LEN
LENNAR CORP
-$207.8K
0
-100%
建仓
PM
PHILIP MORRIS INTL INC
+$205.4K
2,027
增持
SHOP
SHOPIFY INC
-$204.1K
18,755
+0%
清仓
AMP
AMERIPRISE FINL INC
-$203.9K
0
-100%
增持
AVUV
AMERICAN CENTY ETF TR
+$198.2K
102,917
+7%
减持
VB
VANGUARD INDEX FDS
-$188.1K
9,551
-4%
减持
IJR
ISHARES TR
-$186.7K
21,523
-4%
增持
LLY
ELI LILLY & CO
+$185.5K
1,401
+1%
增持
META
META PLATFORMS INC
+$182.2K
8,574
+1%
减持
SCHM
SCHWAB STRATEGIC TR
-$177.1K
39,834
-1%
增持
NULV
NUSHARES ETF TR
+$175.8K
30,366
+21%
增持
—
EXXON MOBIL CORP
+$172.6K
8,553
+22%
增持
DMXF
ISHARES TR
+$171.3K
13,270
+25%
减持
EFG
ISHARES TR
-$170.7K
45,483
-2%
增持
AVSD
AMERICAN CENTY ETF TR
+$143.2K
15,941
+22%
减持
DIS
DISNEY WALT CO
-$140.0K
4,943
-4%
减持
AMD
ADVANCED MICRO DEVICES INC
-$138.1K
7,250
-0%
减持
JPM
JPMORGAN CHASE & CO.
-$136.5K
10,569
-7%
减持
IJH
ISHARES TR
-$136.2K
34,824
-3%
减持
INTC
INTEL CORP
-$129.8K
8,574
-4%
减持
IWM
ISHARES TR
-$117.8K
10,840
-2%
减持
COST
COSTCO WHSL CORP NEW
+$113.5K
992
-0%
减持
HD
HOME DEPOT INC
-$108.2K
2,557
-1%
减持
CRM
SALESFORCE INC
-$106.3K
1,810
-5%
增持
NUSC
NUSHARES ETF TR
+$105.0K
23,513
+19%
减持
VO
VANGUARD INDEX FDS
-$102.1K
11,547
-0%
增持
MU
MICRON TECHNOLOGY INC
+$93.1K
6,607
+0%
减持
IWF
ISHARES TR
+$91.5K
6,817
-4%
增持
XBIL
RBB FD INC
+$90.8K
16,274
+13%
减持
SCHD
SCHWAB STRATEGIC TR
-$88.1K
26,945
-0%
减持
VOE
VANGUARD INDEX FDS
-$84.9K
6,950
-4%
增持
ORCL
ORACLE CORP
+$84.4K
5,059
+1%
增持
NUMG
NUSHARES ETF TR
+$78.6K
20,422
+17%
增持
QCOM
QUALCOMM INC
+$78.2K
2,352
+2%
减持
DLN
WISDOMTREE TR
+$76.3K
217,668
-0%
增持
WMT
WALMART INC
+$75.9K
8,505
+2%
减持
NOW
SERVICENOW INC
-$74.4K
924
-12%
增持
VXUS
VANGUARD STAR FDS
+$73.3K
61,980
+2%
减持
ESGD
ISHARES TR
-$73.2K
3,134
-22%
减持
PFE
PFIZER INC
-$72.2K
15,218
-15%
增持
NUMV
NUSHARES ETF TR
+$71.2K
22,528
+15%
减持
SPY
SPDR S&P 500 ETF TR
+$71.2K
6,087
-2%
增持
SCHA
SCHWAB STRATEGIC TR
-$71.1K
50,834
+1%
减持
KVUE
KENVUE INC
-$70.0K
12,280
-10%
减持
UBER
UBER TECHNOLOGIES INC
-$67.7K
15,415
-0%
减持
VOT
VANGUARD INDEX FDS
-$66.6K
2,443
-8%
减持
DXCM
DEXCOM INC
-$64.0K
2,145
-3%
减持
MCD
MCDONALDS CORP
-$61.7K
1,859
-2%
减持
TSLA
TESLA INC
+$61.4K
4,388
-4%
减持
VTEB
VANGUARD MUN BD FDS
-$57.1K
19,231
-5%
减持
ADBE
ADOBE INC
+$51.6K
1,359
-3%
减持
CMCSA
COMCAST CORP NEW
-$51.2K
9,217
-3%
减持
—
ACCENTURE PLC IRELAND
-$50.0K
707
-7%
减持
SPMD
SPDR SER TR
-$49.7K
23,676
-0%
减持
NFLX
NETFLIX INC
+$49.4K
921
-2%
减持
CSX
CSX CORP
-$49.2K
12,780
-1%
增持
KO
COCA COLA CO
+$48.7K
8,171
+6%
减持
IWP
ISHARES TR
-$48.6K
7,188
-3%
减持
ISRG
INTUITIVE SURGICAL INC
+$43.4K
1,131
-2%
增持
NYF
ISHARES TR
+$42.8K
19,818
+5%
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$39.6K
798
-0%
增持
BX
BLACKSTONE INC
-$39.0K
5,236
+0%
增持
BAC
BANK AMERICA CORP
+$38.5K
13,265
+3%
减持
PYPL
PAYPAL HLDGS INC
-$38.3K
3,567
-3%
增持
ADI
ANALOG DEVICES INC
+$38.2K
1,092
+2%
减持
VOO
VANGUARD INDEX FDS
+$35.6K
4,158
-2%
减持
UNP
UNION PAC CORP
-$32.4K
946
-6%
增持
PG
PROCTER AND GAMBLE CO
+$31.8K
6,575
+1%
增持
APH
AMPHENOL CORP NEW
+$31.3K
3,548
+97%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$30.7K
1,643
-0%
减持
UNH
UNITEDHEALTH GROUP INC
+$30.6K
6,453
-2%
减持
IXUS
ISHARES TR
-$29.8K
37,279
-1%
增持
MRK
MERCK & CO INC
-$29.8K
4,804
+2%
减持
GILD
GILEAD SCIENCES INC
-$29.6K
3,310
-6%
减持
IUSG
ISHARES TR
-$26.8K
2,534
-15%
减持
AMAT
APPLIED MATLS INC
+$26.5K
994
-1%
减持
NEE
NEXTERA ENERGY INC
+$26.3K
4,370
-1%
减持
SCHV
SCHWAB STRATEGIC TR
-$26.1K
7,347
-2%
增持
GS
GOLDMAN SACHS GROUP INC
+$25.7K
717
+0%
减持
CSCO
CISCO SYS INC
-$24.2K
5,669
-4%
增持
ABBV
ABBVIE INC
-$23.8K
3,134
+2%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$23.1K
5,148
+4898%
减持
INTU
INTUIT
-$22.9K
344
-10%
增持
CAT
CATERPILLAR INC
-$21.9K
680
+0%
减持
XLE
SELECT SECTOR SPDR TR
-$21.4K
2,471
-5%
增持
AGG
ISHARES TR
+$20.9K
5,575
+5%
减持
—
LINDE PLC
-$20.8K
686
-1%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$18.4K
5,322
-6%
减持
APD
AIR PRODS & CHEMS INC
+$18.2K
1,983
-3%
减持
FNDE
SCHWAB STRATEGIC TR
+$17.0K
12,273
-2%
减持
VYM
VANGUARD WHITEHALL FDS
-$16.9K
2,152
-4%
减持
IJK
ISHARES TR
-$16.5K
2,315
-4%
增持
WFC
WELLS FARGO CO NEW
+$14.1K
4,089
+4%
减持
T
AT&T INC
+$13.5K
11,421
-2%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$13.4K
564
-4%
减持
ROK
ROCKWELL AUTOMATION INC
-$13.4K
796
-0%
减持
BA
BOEING CO
-$13.3K
1,177
-0%
增持
HON
HONEYWELL INTL INC
+$13.2K
1,441
+0%
减持
SCHB
SCHWAB STRATEGIC TR
+$13.1K
7,240
-0%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$12.2K
3,208
-2%
减持
SCHX
SCHWAB STRATEGIC TR
-$11.8K
169,819
-4%
减持
RJF
RAYMOND JAMES FINL INC
-$11.2K
2,098
-0%
