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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 16
增持 55
减持 64
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS
+$16.9M
392,681
+5%
增持
DFCF
DIMENSIONAL ETF TRUST
+$15.8M
406,639
+1142%
增持
QMOM
EA SERIES TRUST
+$4.1M
406,828
+8%
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
IEFA
ISHARES TR
+$3.7M
580,816
-2%
增持
ITAN
EA SERIES TRUST
+$3.6M
776,052
+7%
减持
NVDA
NVIDIA CORPORATION
+$3.3M
75,405
-5%
减持
MSFT
MICROSOFT CORP
+$3.1M
27,385
-2%
增持
SCHF
SCHWAB STRATEGIC TR
+$3.0M
945,290
+5%
增持
SYLD
CAMBRIA ETF TR
+$2.8M
366,072
+11%
减持
IVAL
EA SERIES TRUST
+$2.6M
1,352,846
-1%
增持
AMGN
AMGEN INC
+$2.6M
26,527
+71%
增持
IQDG
WISDOMTREE TR
+$2.2M
425,956
+3%
减持
AAPL
APPLE INC
-$2.1M
68,081
-6%
增持
HYD
VANECK ETF TRUST
+$1.8M
230,612
+20%
减持
HYMB
SPDR SERIES TRUST
-$1.6M
1,184,208
-4%
增持
VUG
VANGUARD INDEX FDS
+$1.6M
15,347
+11%
增持
IVV
ISHARES TR
+$1.4M
18,415
+3%
清仓
BOXX
EA SERIES TRUST
-$1.2M
0
-100%
增持
TSLA
TESLA INC
+$1.2M
17,407
+4%
增持
AVGO
BROADCOM INC
+$998.6K
9,140
+1%
减持
SCHG
SCHWAB STRATEGIC TR
+$907.7K
450,756
-8%
增持
SPY
SPDR S&P 500 ETF TR
+$839.1K
7,723
+10%
增持
EFG
ISHARES TR
+$803.5K
52,017
+4%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$789.6K
129,086
-0%
减持
META
META PLATFORMS INC
+$728.6K
7,997
-11%
增持
AVUV
AMERICAN CENTY ETF TR
+$719.9K
122,252
+2%
减持
TFI
SPDR SERIES TRUST
-$691.1K
412,345
-3%
增持
JPM
JPMORGAN CHASE & CO.
+$662.1K
14,042
+1%
增持
APH
AMPHENOL CORP NEW
+$585.4K
12,117
+30%
增持
COMP
COMPASS INC
-$560.0K
228,823
+0%
增持
DFSV
DIMENSIONAL ETF TRUST
+$553.2K
40,183
+80%
减持
AMZN
AMAZON COM INC
+$515.2K
26,810
-5%
增持
GOOGL
ALPHABET INC
+$480.9K
17,350
+4%
清仓
UPS
UNITED PARCEL SERVICE INC
-$460.5K
0
-100%
增持
NFLX
NETFLIX INC
+$456.9K
1,087
+1%
增持
ORCL
ORACLE CORP
+$452.4K
5,701
+0%
减持
JNJ
JOHNSON & JOHNSON
-$423.3K
6,902
-23%
减持
VTEB
VANGUARD MUN BD FDS
-$412.3K
23,640
-25%
增持
MUB
ISHARES TR
+$401.9K
133,315
+4%
增持
SCHD
SCHWAB STRATEGIC TR
+$400.9K
96,010
+25%
建仓
BLK
BLACKROCK INC
+$379.9K
362
建仓
COF
CAPITAL ONE FINL CORP
+$377.2K
1,773
减持
SCHZ
SCHWAB STRATEGIC TR
-$362.0K
724,791
-2%
清仓
FNDE
SCHWAB STRATEGIC TR
-$361.1K
0
-100%
减持
NULG
NUSHARES ETF TR
+$346.5K
23,753
-1%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$328.4K
6,493
-2%
减持
SHOP
SHOPIFY INC
-$323.3K
7,980
-39%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$312.0K
6,541
-0%
增持
DSI
ISHARES TR
+$305.8K
17,896
+3%
建仓
GEV
GE VERNOVA INC
+$298.4K
564
减持
VXUS
VANGUARD STAR FDS
+$294.8K
63,670
-4%
增持
VO
VANGUARD INDEX FDS
+$288.2K
10,988
+2%
增持
VOT
VANGUARD INDEX FDS
+$287.5K
3,330
+24%
清仓
VYM
VANGUARD WHITEHALL FDS
-$277.5K
0
-100%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$276.1K
1,519
建仓
—
ROYAL CARIBBEAN GROUP
+$269.2K
860
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$266.3K
2,788
-64%
清仓
KVUE
KENVUE INC
-$262.4K
0
-100%
减持
VOO
VANGUARD INDEX FDS
-$260.9K
7,046
-15%
减持
DFSI
DIMENSIONAL ETF TRUST
+$257.4K
64,864
-2%
清仓
FNDA
SCHWAB STRATEGIC TR
-$252.8K
0
-100%
清仓
UNP
UNION PAC CORP
-$251.4K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
-$251.4K
5,631
+47%
建仓
CVNA
CARVANA CO
+$244.3K
725
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$237.1K
0
-100%
减持
AMD
ADVANCED MICRO DEVICES INC
+$236.6K
7,541
-7%
建仓
MCK
MCKESSON CORP
+$227.9K
311
建仓
AMAT
APPLIED MATLS INC
+$224.6K
1,227
清仓
SCHE
SCHWAB STRATEGIC TR
-$213.0K
0
-100%
清仓
FNDC
SCHWAB STRATEGIC TR
-$212.4K
0
-100%
清仓
LMT
LOCKHEED MARTIN CORP
-$210.5K
0
-100%
清仓
AIG
AMERICAN INTL GROUP INC
-$209.6K
0
-100%
建仓
KR
KROGER CO
+$208.2K
2,902
减持
ABBV
ABBVIE INC
-$206.9K
7,405
-2%
建仓
—
TRANE TECHNOLOGIES PLC
+$206.5K
472
清仓
SBUX
STARBUCKS CORP
-$205.9K
0
-100%
建仓
WELL
WELLTOWER INC
+$205.8K
1,339
清仓
TSCO
TRACTOR SUPPLY CO
-$204.0K
0
-100%
建仓
CVS
CVS HEALTH CORP
+$202.7K
2,938
建仓
ESGD
ISHARES TR
+$202.5K
2,270
建仓
IJJ
ISHARES TR
+$202.3K
1,637
清仓
MO
ALTRIA GROUP INC
-$202.1K
0
-100%
建仓
IJK
ISHARES TR
+$201.5K
2,215
减持
IXUS
ISHARES TR
+$201.1K
28,936
-1%
建仓
SYK
STRYKER CORPORATION
+$200.2K
506
减持
NOW
SERVICENOW INC
+$197.6K
907
-2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$193.7K
2,467
+15%
增持
NYF
ISHARES TR
+$191.4K
28,716
+16%
增持
INTU
INTUIT
+$169.4K
859
+4%
增持
NUMG
NUSHARES ETF TR
+$167.4K
24,482
+3%
减持
PG
PROCTER AND GAMBLE CO
-$163.4K
5,977
-9%
增持
VOE
VANGUARD INDEX FDS
+$160.2K
8,051
+11%
减持
XBIL
RBB FD INC
-$156.7K
12,704
-20%
增持
CSX
CSX CORP
+$148.9K
19,031
+19%
减持
LLY
ELI LILLY & CO
-$140.3K
1,530
-5%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$139.2K
852
+2%
减持
CVX
CHEVRON CORP NEW
-$138.2K
2,811
-13%
减持
AVSD
AMERICAN CENTY ETF TR
+$138.1K
21,461
-2%
减持
IWM
ISHARES TR
-$137.9K
10,522
-13%
减持
SCHM
SCHWAB STRATEGIC TR
+$130.6K
108,164
-2%
增持
ROK
ROCKWELL AUTOMATION INC
+$129.8K
1,091
+21%
减持
GOOG
ALPHABET INC
+$129.6K
10,201
-5%
减持
MU
MICRON TECHNOLOGY INC
+$127.4K
3,779
-3%
减持
QQQ
INVESCO QQQ TR
+$123.8K
4,520
-11%
减持
OKE
ONEOK INC NEW
-$123.4K
5,417
-5%
减持
UBER
UBER TECHNOLOGIES INC
+$120.8K
12,533
-13%
减持
EFV
ISHARES TR
+$119.8K
37,896
-2%
减持
IJH
ISHARES TR
+$116.2K
32,493
-0%
减持
DMXF
ISHARES TR
+$115.0K
17,329
-1%
减持
SCHX
SCHWAB STRATEGIC TR
+$114.7K
430,465
-9%
减持
—
EXXON MOBIL CORP
-$114.5K
9,314
-1%
减持
GE
GE AEROSPACE
+$112.9K
2,280
-4%
减持
IWP
ISHARES TR
+$111.2K
7,046
-4%
增持
WMT
WALMART INC
+$107.2K
9,830
+1%
增持
IDXX
IDEXX LABS INC
+$101.8K
864
+0%
减持
DLN
WISDOMTREE TR
+$101.4K
213,427
-3%
减持
BX
BLACKSTONE INC
-$101.0K
6,068
-16%
减持
CL
COLGATE PALMOLIVE CO
-$100.5K
24,631
-1%
减持
DXCM
DEXCOM INC
+$97.5K
5,986
-4%
增持
—
EATON CORP PLC
+$94.2K
988
+4%
增持
ADI
ANALOG DEVICES INC
+$88.7K
2,212
+2%
减持
OBIL
RBB FD INC
-$88.1K
7,736
-18%
增持
NUSC
NUSHARES ETF TR
+$87.8K
30,786
+1%
减持
IJR
ISHARES TR
+$87.6K
19,922
-0%
增持
PM
PHILIP MORRIS INTL INC
+$86.1K
2,569
+7%
减持
DIS
DISNEY WALT CO
+$85.8K
4,758
-7%
增持
APP
APPLOVIN CORP
+$79.2K
921
+0%
增持
PXF
INVESCO EXCH TRADED FD TR II
+$78.7K
8,573
+8%
增持
RTX
RTX CORPORATION
+$77.9K
5,144
+1%
减持
PODD
INSULET CORP
+$73.9K
1,478
-1%
减持
GS
GOLDMAN SACHS GROUP INC
+$73.5K
790
-11%
减持
ISRG
INTUITIVE SURGICAL INC
+$73.4K
2,080
-3%
减持
MELI
MERCADOLIBRE INC
+$73.0K
116
-2%
减持
—
ACCENTURE PLC IRELAND
-$70.3K
719
-21%
增持
NULV
NUSHARES ETF TR
+$70.1K
43,879
+0%
增持
NUMV
NUSHARES ETF TR
+$69.2K
27,485
+2%
减持
CSCO
CISCO SYS INC
+$65.2K
9,207
-1%
增持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$64.0K
3,843
+22%
增持
HON
HONEYWELL INTL INC
+$62.3K
2,437
+2%
减持
SCHA
SCHWAB STRATEGIC TR
-$60.2K
88,818
-10%
增持
HD
HOME DEPOT INC
+$58.8K
2,648
+6%
增持
EMR
EMERSON ELEC CO
+$58.7K
2,229
+2%
减持
DHR
DANAHER CORPORATION
-$56.9K
1,685
-11%
减持
BAC
BANK AMERICA CORP
+$55.4K
13,633
-4%
减持
V
VISA INC
+$55.0K
12,170
-0%
增持
IEMG
ISHARES INC
+$54.7K
8,704
+0%
减持
FNDX
SCHWAB STRATEGIC TR
-$53.5K
31,407
-10%
增持
MS
MORGAN STANLEY
+$53.4K
1,817
+5%
减持
FNDF
SCHWAB STRATEGIC TR
+$53.3K
14,239
-0%
增持
BA
BOEING CO
+$52.9K
1,208
+3%
