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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 20
增持 68
减持 48
清仓 14
方向
标的
Δ市值
现股数(环比)
减持
VTI
VANGUARD INDEX FDS
+$9.0M
391,033
-0%
增持
AAPL
APPLE INC
+$5.1M
74,815
+10%
增持
HYD
VANECK ETF TRUST
+$4.7M
320,604
+39%
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
IVAL
EA SERIES TRUST
+$4.5M
1,399,493
+3%
减持
AMGN
AMGEN INC
-$3.3M
14,461
-45%
增持
SCHF
SCHWAB STRATEGIC TR
+$3.2M
1,033,860
+9%
增持
ITAN
EA SERIES TRUST
+$2.7M
799,798
+3%
增持
NVDA
NVIDIA CORPORATION
+$2.5M
77,183
+2%
增持
SYLD
CAMBRIA ETF TR
+$2.4M
381,901
+4%
增持
IEFA
ISHARES TR
+$2.2M
580,822
+0%
建仓
AAUS
EA SERIES TRUST
+$2.1M
38,673
增持
AVUV
AMERICAN CENTY ETF TR
+$1.9M
130,878
+7%
减持
HYMB
SPDR SERIES TRUST
-$1.7M
1,108,013
-6%
建仓
TOL
TOLL BROTHERS INC
+$1.6M
11,566
增持
IVV
ISHARES TR
+$1.6M
19,438
+6%
增持
IQDG
WISDOMTREE TR
+$1.4M
459,464
+8%
减持
TSLA
TESLA INC
+$1.4M
15,578
-11%
增持
GOOGL
ALPHABET INC
+$1.3M
17,981
+4%
增持
TBIL
RBB FD INC
+$1.2M
510,740
+5%
增持
MSFT
MICROSOFT CORP
+$1.2M
28,644
+5%
增持
MUB
ISHARES TR
+$1.2M
142,195
+7%
减持
SCHG
SCHWAB STRATEGIC TR
+$1.1M
448,374
-1%
建仓
LEN
LENNAR CORP
+$938.8K
7,448
增持
QMOM
EA SERIES TRUST
+$910.2K
424,355
+4%
增持
SCHZ
SCHWAB STRATEGIC TR
+$831.7K
753,124
+4%
增持
TFI
SPDR SERIES TRUST
+$785.4K
421,438
+2%
增持
GOOG
ALPHABET INC
+$781.0K
10,637
+4%
减持
SCHX
SCHWAB STRATEGIC TR
+$758.9K
428,227
-1%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$667.0K
133,949
+4%
增持
IWM
ISHARES TR
+$657.5K
12,101
+15%
减持
DLN
WISDOMTREE TR
+$643.5K
208,829
-2%
增持
AVGO
BROADCOM INC
+$585.1K
9,410
+3%
增持
META
META PLATFORMS INC
+$580.6K
8,828
+10%
减持
UNH
UNITEDHEALTH GROUP INC
-$519.1K
3,584
-36%
减持
VUG
VANGUARD INDEX FDS
+$509.0K
15,089
-2%
增持
ORCL
ORACLE CORP
+$454.5K
6,048
+6%
增持
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$449.5K
7,642
+174%
增持
COMP
COMPASS INC
+$400.9K
228,876
+0%
增持
DFCF
DIMENSIONAL ETF TRUST
+$400.3K
411,245
+1%
增持
JPM
JPMORGAN CHASE & CO.
+$397.1K
14,165
+1%
增持
IWR
ISHARES TR
+$387.8K
7,217
+115%
增持
ABBV
ABBVIE INC
+$374.7K
7,555
+2%
清仓
BSCR
INVESCO EXCH TRD SLF IDX FD
-$366.9K
0
-100%
增持
APP
APPLOVIN CORP
+$363.8K
955
+4%
增持
JNJ
JOHNSON & JOHNSON
+$346.4K
7,554
+9%
减持
SPY
SPDR S&P 500 ETF TR
+$325.9K
7,652
-1%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$317.4K
6,592
+2%
清仓
COWZ
PACER FDS TR
-$315.0K
0
-100%
增持
IFLN
INVESCO EXCH TRADED FD TR II
+$290.7K
319,158
+4%
增持
CVX
CHEVRON CORP NEW
+$290.4K
4,462
+59%
建仓
IWD
ISHARES TR
+$289.0K
1,420
减持
CL
COLGATE PALMOLIVE CO
-$282.5K
24,474
-1%
建仓
ANET
ARISTA NETWORKS INC
+$281.1K
1,929
增持
VXUS
VANGUARD STAR FDS
+$280.2K
63,696
+0%
减持
IWF
ISHARES TR
-$267.7K
5,498
-18%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$266.4K
0
-100%
增持
ABT
ABBOTT LABS
+$265.0K
4,765
+74%
增持
—
EXXON MOBIL CORP
+$261.2K
11,222
+20%
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$260.2K
537
建仓
LRCX
LAM RESEARCH CORP
+$259.5K
1,938
减持
ISRG
INTUITIVE SURGICAL INC
-$258.6K
1,949
-6%
建仓
SCHW
SCHWAB CHARLES CORP
+$257.2K
2,694
建仓
GLD
SPDR GOLD TR
+$252.0K
709
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$251.9K
0
-100%
减持
XBIL
RBB FD INC
-$246.2K
7,787
-39%
增持
SCHA
SCHWAB STRATEGIC TR
+$246.2K
89,366
+1%
清仓
CVNA
CARVANA CO
-$244.3K
0
-100%
清仓
DNL
WISDOMTREE TR
-$241.1K
0
-100%
建仓
C
CITIGROUP INC
+$239.9K
2,363
清仓
UTRE
RBB FD INC
-$239.5K
0
-100%
清仓
UTWO
RBB FD INC
-$237.9K
0
-100%
建仓
KLAC
KLA CORP
+$236.2K
219
增持
XSOE
WISDOMTREE TR
+$235.0K
13,765
+65%
清仓
HUBS
HUBSPOT INC
-$233.2K
0
-100%
增持
VB
VANGUARD INDEX FDS
+$232.2K
8,926
+4%
减持
V
VISA INC
-$231.3K
11,979
-2%
清仓
DFAS
DIMENSIONAL ETF TRUST
-$226.6K
0
-100%
建仓
GM
GENERAL MTRS CO
+$223.9K
3,672
清仓
EZM
WISDOMTREE TR
-$223.4K
0
-100%
建仓
MO
ALTRIA GROUP INC
+$220.5K
3,337
清仓
—
ACCENTURE PLC IRELAND
-$214.9K
0
-100%
建仓
NOC
NORTHROP GRUMMAN CORP
+$210.8K
346
建仓
TSCO
TRACTOR SUPPLY CO
+$209.9K
3,691
建仓
UNP
UNION PAC CORP
+$209.5K
886
建仓
TPR
TAPESTRY INC
+$205.9K
1,819
建仓
AIG
AMERICAN INTL GROUP INC
+$203.9K
2,596
建仓
XLK
SELECT SECTOR SPDR TR
+$201.8K
716
清仓
TXN
TEXAS INSTRS INC
-$200.6K
0
-100%
清仓
SYK
STRYKER CORPORATION
-$200.2K
0
-100%
增持
MU
MICRON TECHNOLOGY INC
+$191.1K
3,926
+4%
减持
IJR
ISHARES TR
+$182.2K
19,856
-0%
增持
AMD
ADVANCED MICRO DEVICES INC
+$181.4K
7,735
+3%
减持
EQIX
EQUINIX INC
-$179.7K
2,462
-7%
减持
SUB
ISHARES TR
-$176.2K
5,078
-25%
减持
OBIL
RBB FD INC
-$170.2K
4,336
-44%
减持
SCHM
SCHWAB STRATEGIC TR
+$164.3K
107,906
-0%
建仓
KVUE
KENVUE INC
+$162.4K
10,005
减持
NFLX
NETFLIX INC
-$159.6K
1,081
-1%
增持
IXUS
ISHARES TR
+$154.0K
28,954
+0%
减持
UBER
UBER TECHNOLOGIES INC
-$149.9K
10,406
-17%
减持
EFV
ISHARES TR
+$139.5K
37,523
-1%
增持
NUSC
NUSHARES ETF TR
+$136.0K
31,525
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$135.6K
6,590
+1%
增持
HD
HOME DEPOT INC
+$129.5K
2,716
+3%
减持
DSI
ISHARES TR
+$120.2K
17,459
-2%
减持
CRM
SALESFORCE INC
-$119.7K
1,918
-9%
增持
DXCM
DEXCOM INC
-$117.2K
6,024
+1%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$116.4K
3,785
+0%
增持
T
AT&T INC
+$115.1K
17,280
+34%
增持
BAC
BANK AMERICA CORP
+$114.9K
14,731
+8%
增持
PEP
PEPSICO INC
+$111.1K
2,471
+38%
减持
KO
COCA COLA CO
-$109.7K
8,040
-12%
增持
GE
GE AEROSPACE
+$108.1K
2,310
+1%
减持
NOW
SERVICENOW INC
-$107.9K
896
-1%
增持
GS
GOLDMAN SACHS GROUP INC
+$100.3K
828
+5%
减持
IJH
ISHARES TR
+$100.1K
32,414
-0%
增持
NULV
NUSHARES ETF TR
+$96.9K
44,175
+1%
减持
LLY
ELI LILLY & CO
-$95.5K
1,438
-6%
增持
IDXX
IDEXX LABS INC
+$93.7K
872
+1%
减持
RTX
RTX CORPORATION
+$93.1K
5,045
-2%
减持
BX
BLACKSTONE INC
+$90.8K
5,844
-4%
减持
COST
COSTCO WHSL CORP NEW
-$90.5K
1,207
-1%
增持
IWS
ISHARES TR
+$89.1K
6,440
+5%
减持
VOO
VANGUARD INDEX FDS
-$87.8K
6,392
-9%
增持
NUMV
NUSHARES ETF TR
+$83.3K
27,764
+1%
减持
IWB
ISHARES TR
-$83.3K
914
-26%
增持
VZ
VERIZON COMMUNICATIONS INC
+$82.2K
8,674
+26%
增持
VOE
VANGUARD INDEX FDS
+$81.6K
8,052
+0%
增持
INTU
INTUIT
-$80.4K
873
+2%
增持
IUSG
ISHARES TR
+$78.8K
2,405
+14%
减持
SHOP
SHOPIFY INC
+$77.6K
6,716
-16%
增持
CAT
CATERPILLAR INC
+$74.7K
665
+6%
增持
IWP
ISHARES TR
+$72.4K
7,370
+5%
减持
HON
HONEYWELL INTL INC
-$71.4K
2,357
-3%
减持
CMCSA
COMCAST CORP NEW
-$63.1K
7,217
-11%
减持
VO
VANGUARD INDEX FDS
+$62.4K
10,681
-3%
减持
BSX
BOSTON SCIENTIFIC CORP
-$62.3K
2,126
-15%
增持
WMT
WALMART INC
+$61.8K
9,926
+1%
增持
CSX
CSX CORP
+$61.6K
19,222
+1%
减持
AVSD
AMERICAN CENTY ETF TR
+$58.2K
21,076
-2%
减持
DFSV
DIMENSIONAL ETF TRUST
+$55.5K
38,886
-3%
减持
PM
PHILIP MORRIS INTL INC
-$54.6K
2,548
-1%
减持
PFE
PFIZER INC
-$53.7K
14,954
-17%
增持
TJX
TJX COS INC NEW
+$53.5K
2,466
+1%
减持
NULG
NUSHARES ETF TR
+$53.5K
22,977
-3%
减持
SCHD
SCHWAB STRATEGIC TR
+$53.1K
95,141
-1%
减持
DFSI
DIMENSIONAL ETF TRUST
+$53.1K
63,720
-2%
减持
EFG
ISHARES TR
+$52.8K
51,622
-1%
减持
FNDX
SCHWAB STRATEGIC TR
+$52.6K
31,307
-0%
增持
CVS
CVS HEALTH CORP
+$52.2K
3,380
+15%
