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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 2
减持 130
清仓 18
方向
标的
Δ市值
现股数(环比)
减持
VTI
VANGUARD INDEX FDS
-$114.2M
372,886
-50%
减持
IEFA
ISHARES TR
-$32.7M
592,187
-46%
减持
AVUV
AMERICAN CENTY ETF TR
-$31.5M
119,505
-46%
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
TBIL
RBB FD INC
-$25.8M
486,312
-52%
减持
IVAL
EA SERIES TRUST
-$25.2M
1,373,167
-45%
减持
QMOM
EA SERIES TRUST
-$25.2M
376,198
-49%
减持
HYMB
SPDR SER TR
-$25.2M
1,227,999
-44%
减持
ITAN
EA SERIES TRUST
-$22.6M
722,212
-49%
减持
SYLD
CAMBRIA ETF TR
-$20.2M
329,745
-45%
减持
TFI
SPDR SER TR
-$18.7M
424,019
-49%
减持
AAPL
APPLE INC
-$17.4M
72,496
-46%
减持
DLN
WISDOMTREE TR
-$16.6M
219,598
-50%
减持
SCHZ
SCHWAB STRATEGIC TR
-$16.2M
742,926
-49%
减持
SCHG
SCHWAB STRATEGIC TR
-$14.6M
489,573
-49%
减持
MUB
ISHARES TR
-$12.9M
128,290
-48%
减持
MSFT
MICROSOFT CORP
-$12.9M
27,917
-50%
减持
SCHF
SCHWAB STRATEGIC TR
-$12.6M
903,329
-45%
减持
NVDA
NVIDIA CORPORATION
-$11.6M
79,546
-47%
减持
IVV
ISHARES TR
-$11.2M
17,898
-50%
减持
SCHX
SCHWAB STRATEGIC TR
-$11.2M
471,280
-49%
减持
IQDG
WISDOMTREE TR
-$10.8M
411,688
-45%
减持
HYD
VANECK ETF TRUST
-$10.0M
191,556
-50%
清仓
LOAR
LOAR HOLDINGS INC
-$10.0M
0
-100%
清仓
CVGI
COMMERCIAL VEH GROUP INC
-$6.6M
0
-100%
减持
VUG
VANGUARD INDEX FDS
-$6.3M
13,819
-50%
减持
META
META PLATFORMS INC
-$5.9M
8,977
-53%
减持
IFLN
INVESCO EXCH TRADED FD TR II
-$5.7M
313,567
-50%
减持
AMZN
AMAZON COM INC
-$5.6M
28,207
-44%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$5.2M
129,247
-48%
减持
EFG
ISHARES TR
-$4.7M
50,224
-50%
减持
SPY
SPDR S&P 500 ETF TR
-$4.3M
7,030
-50%
减持
AMGN
AMGEN INC
-$3.7M
15,497
-53%
清仓
CASH
PATHWARD FINANCIAL INC
-$3.6M
0
-100%
减持
VXUS
VANGUARD STAR FDS
-$3.6M
66,088
-49%
减持
SCHM
SCHWAB STRATEGIC TR
-$3.5M
110,817
-52%
减持
V
VISA INC
-$3.2M
12,172
-48%
减持
GOOGL
ALPHABET INC
-$3.1M
16,663
-44%
减持
VO
VANGUARD INDEX FDS
-$3.0M
10,775
-51%
减持
QQQ
INVESCO QQQ TR
-$3.0M
5,054
-52%
减持
IWM
ISHARES TR
-$3.0M
12,073
-51%
减持
SCHA
SCHWAB STRATEGIC TR
-$2.9M
98,477
-51%
减持
IJR
ISHARES TR
-$2.5M
19,984
-50%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$2.4M
4,018
-50%
减持
IWF
ISHARES TR
-$2.4M
7,742
-40%
减持
GOOG
ALPHABET INC
-$2.3M
10,753
-49%
减持
JPM
JPMORGAN CHASE & CO.
-$2.3M
13,897
-42%
减持
CL
COLGATE PALMOLIVE CO
-$2.3M
24,968
-51%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$2.3M
6,552
-49%
减持
VB
VANGUARD INDEX FDS
-$2.3M
9,024
-50%
减持
IJH
ISHARES TR
-$2.2M
32,545
-50%
减持
AVGO
BROADCOM INC
-$2.2M
9,084
-43%
建仓
EQIX
EQUINIX INC
+$2.2M
2,647
减持
UNH
UNITEDHEALTH GROUP INC
-$2.1M
3,834
-52%
减持
SCHD
SCHWAB STRATEGIC TR
-$2.0M
76,657
-50%
减持
NULG
NUSHARES ETF TR
-$2.0M
24,081
-47%
减持
DSI
ISHARES TR
-$1.9M
17,313
-48%
减持
IXUS
ISHARES TR
-$1.8M
29,163
-50%
减持
EFV
ISHARES TR
-$1.8M
38,783
-50%
减持
DFSI
DIMENSIONAL ETF TRUST
-$1.7M
65,891
-45%
减持
MA
MASTERCARD INCORPORATED
-$1.7M
3,603
-48%
建仓
DFCF
DIMENSIONAL ETF TRUST
+$1.4M
32,745
减持
XBIL
RBB FD INC
-$1.4M
15,823
-64%
减持
MRK
MERCK & CO INC
-$1.4M
4,464
-50%
清仓
VNQ
VANGUARD INDEX FDS
-$1.4M
0
-100%
减持
BX
BLACKSTONE INC
-$1.3M
7,216
-46%
减持
BOXX
EA SERIES TRUST
-$1.2M
11,090
-50%
减持
VOE
VANGUARD INDEX FDS
-$1.2M
7,250
-50%
减持
AMD
ADVANCED MICRO DEVICES INC
-$1.2M
8,113
-51%
减持
NYF
ISHARES TR
-$1.1M
24,803
-46%
减持
NUSC
NUSHARES ETF TR
-$1.1M
30,424
-44%
减持
NULV
NUSHARES ETF TR
-$1.1M
43,693
-40%
减持
NUMG
NUSHARES ETF TR
-$1.1M
23,735
-46%
减持
NOW
SERVICENOW INC
-$1.1M
923
-46%
减持
ORCL
ORACLE CORP
-$1.0M
5,679
-48%
减持
ABBV
ABBVIE INC
-$1.0M
7,548
-48%
减持
IWP
ISHARES TR
-$1.0M
7,370
-50%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$974.9K
5,203
-49%
减持
JNJ
JOHNSON & JOHNSON
-$974.2K
8,909
-47%
减持
PG
PROCTER AND GAMBLE CO
-$953.2K
6,547
-47%
减持
LLY
ELI LILLY & CO
-$938.2K
1,614
-45%
减持
DMXF
ISHARES TR
-$914.8K
17,449
-46%
减持
HD
HOME DEPOT INC
-$913.0K
2,489
-47%
减持
AVSD
AMERICAN CENTY ETF TR
-$868.0K
21,868
-44%
减持
COST
COSTCO WHSL CORP NEW
-$856.7K
1,270
-43%
减持
IWS
ISHARES TR
-$854.4K
6,440
-50%
减持
AGG
ISHARES TR
-$837.0K
9,419
-48%
减持
UBER
UBER TECHNOLOGIES INC
-$829.0K
14,391
-54%
减持
NFLX
NETFLIX INC
-$824.9K
1,071
-48%
减持
APH
AMPHENOL CORP NEW
-$790.9K
9,318
-54%
清仓
SHV
ISHARES TR
-$776.5K
0
-100%
减持
NUMV
NUSHARES ETF TR
-$768.9K
26,940
-45%
减持
VOO
VANGUARD INDEX FDS
-$750.8K
8,295
-11%
减持
DFSV
DIMENSIONAL ETF TRUST
-$747.0K
22,360
-50%
减持
WMT
WALMART INC
-$745.1K
9,727
-45%
减持
VOT
VANGUARD INDEX FDS
-$708.6K
2,696
-50%
减持
—
EXXON MOBIL CORP
-$705.3K
9,406
-45%
减持
CRM
SALESFORCE INC
-$699.4K
1,946
-47%
减持
COMP
COMPASS INC
-$679.4K
228,754
-50%
清仓
ABNB
AIRBNB INC
-$654.9K
0
-100%
减持
UPS
UNITED PARCEL SERVICE INC
-$654.7K
4,187
-53%
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$639.3K
7,715
-50%
减持
SPMD
SPDR SER TR
-$635.2K
10,680
-51%
减持
BAC
BANK AMERICA CORP
-$631.4K
14,132
-49%
减持
ADBE
ADOBE INC
-$617.5K
1,416
-46%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$615.4K
13,900
-51%
减持
FNDX
SCHWAB STRATEGIC TR
-$613.6K
34,911
-43%
减持
OBIL
RBB FD INC
-$611.4K
9,490
-56%
减持
PFE
PFIZER INC
-$578.6K
16,460
-56%
减持
EFA
ISHARES TR
-$578.3K
8,322
-50%
减持
SCHB
SCHWAB STRATEGIC TR
-$575.0K
18,652
-57%
减持
DIS
DISNEY WALT CO
-$570.9K
5,109
-47%
清仓
—
BLACKROCK INC
-$568.0K
0
-100%
减持
OKE
ONEOK INC NEW
-$567.8K
5,700
-50%
减持
HON
HONEYWELL INTL INC
-$559.2K
2,386
-49%
减持
APD
AIR PRODS & CHEMS INC
-$555.6K
2,048
-49%
减持
IWY
ISHARES TR
-$551.9K
2,126
-50%
减持
EEM
ISHARES TR
-$544.3K
13,400
-50%
清仓
PDBC
INVESCO ACTVELY MNGD ETC FD
-$543.2K
0
-100%
减持
DXCM
DEXCOM INC
-$542.6K
6,224
-50%
减持
SCHV
SCHWAB STRATEGIC TR
-$537.1K
20,749
-50%
减持
GS
GOLDMAN SACHS GROUP INC
-$531.3K
889
-50%
减持
DHR
DANAHER CORPORATION
-$515.6K
1,901
-52%
减持
INTU
INTUIT
-$514.8K
826
-49%
减持
PRFZ
INVESCO EXCHANGE TRADED FD T
-$511.5K
13,838
-44%
减持
CSCO
CISCO SYS INC
-$510.5K
9,294
-49%
减持
IWB
ISHARES TR
-$509.4K
1,509
-50%
减持
AXP
AMERICAN EXPRESS CO
-$502.0K
1,620
-49%
减持
SHOP
SHOPIFY INC
-$501.9K
13,027
-21%
清仓
PYPL
PAYPAL HLDGS INC
-$496.8K
0
-100%
清仓
DECK
DECKERS OUTDOOR CORP
-$493.1K
0
-100%
减持
MCD
MCDONALDS CORP
-$482.5K
2,060
-47%
减持
CSX
CSX CORP
-$478.5K
16,042
-46%
减持
ADI
ANALOG DEVICES INC
-$476.2K
2,171
-50%
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$468.1K
11,623
-50%
减持
KO
COCA COLA CO
-$466.2K
8,782
-50%
清仓
ALL
ALLSTATE CORP
-$461.5K
0
-100%
减持
SUB
ISHARES TR
-$457.6K
6,756
-39%
减持
RTX
RTX CORPORATION
-$454.7K
5,082
-48%
清仓
NVO
NOVO-NORDISK A S
-$428.4K
0
-100%
清仓
IJJ
ISHARES TR
-$427.9K
0
-100%
清仓
IJK
ISHARES TR
-$416.6K
0
-100%
清仓
MSI
MOTOROLA SOLUTIONS INC
-$415.1K
0
-100%
清仓
XLK
SELECT SECTOR SPDR TR
-$407.9K
0
-100%
清仓
—
ARISTA NETWORKS INC
-$404.5K
0
-100%
清仓
VRTX
VERTEX PHARMACEUTICALS INC
-$401.1K
0
-100%
减持
QCOM
QUALCOMM INC
-$390.1K
2,545
-50%
减持
IWV
ISHARES TR
-$388.1K
1,106
-50%
减持
AMP
AMERIPRISE FINL INC
-$373.8K
618
-51%
减持
IYW
ISHARES TR
-$372.1K
1,830
-54%
减持
PODD
INSULET CORP
-$367.6K
1,487
-49%
