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Revisor Wealth Management LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Revisor Wealth Management LLC
报告期 2026-03-31 · CIK 0001887409
持仓数
327
前50大市值合计
$206.4M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 11
增持 50
减持 82
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
VTI
VANGUARD INDEX FDS
-$2.0M
5,104
-66%
增持
QQQ
INVESCO QQQ TR
+$1.9M
5,892
+662%
建仓
EFA
ISHARES TR
+$1.3M
17,611
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
VIG
VANGUARD SPECIALIZED FUNDS
+$719.9K
27,209
+13%
清仓
BKLN
INVESCO EXCH TRADED FD TR II
-$594.7K
0
-100%
增持
SPSB
SPDR SER TR
+$538.4K
156,067
+14%
减持
BIL
SPDR SER TR
-$526.3K
28,071
-17%
增持
SCHG
SCHWAB STRATEGIC TR
+$490.7K
12,846
+77%
减持
NVDA
NVIDIA CORPORATION
+$472.0K
3,401
-2%
减持
FLTR
VANECK ETF TRUST
-$470.2K
28,155
-40%
减持
BIV
VANGUARD BD INDEX FDS
-$469.1K
95,342
-4%
增持
BSV
VANGUARD BD INDEX FDS
+$457.5K
34,280
+23%
增持
AAPL
APPLE INC
+$402.9K
6,734
+23%
减持
FLRN
SPDR SER TR
-$393.6K
22,782
-37%
建仓
DFAS
DIMENSIONAL ETF TRUST
+$352.7K
6,436
建仓
CHD
CHURCH & DWIGHT CO INC
+$350.1K
3,493
减持
IGIB
ISHARES TR
-$337.2K
71,089
-7%
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$332.0K
6,000
增持
META
META PLATFORMS INC
+$324.1K
3,783
+5%
清仓
T
AT&T INC
-$309.5K
0
-100%
清仓
FLOT
ISHARES TR
-$307.3K
0
-100%
减持
USFR
WISDOMTREE TR
-$283.0K
14,411
-28%
建仓
BIBL
NORTHERN LTS FD TR IV
+$278.1K
8,456
建仓
DFIS
DIMENSIONAL ETF TRUST
+$275.0K
12,050
清仓
VOO
VANGUARD INDEX FDS
-$270.5K
0
-100%
增持
AMZN
AMAZON COM INC
+$269.4K
8,320
+5%
清仓
IJR
ISHARES TR
-$257.3K
0
-100%
减持
PEY
INVESCO EXCHANGE TRADED FD T
-$246.7K
25,935
-31%
减持
HFXI
INDEXIQ ETF TR
-$243.7K
33,116
-26%
减持
VIGI
VANGUARD WHITEHALL FDS
-$231.6K
42,901
-8%
减持
VTV
VANGUARD INDEX FDS
-$227.5K
18,131
-11%
减持
SDY
SPDR SER TR
-$225.5K
4,052
-31%
清仓
LEG
LEGGETT & PLATT INC
-$225.4K
0
-100%
清仓
IVV
ISHARES TR
-$218.7K
0
-100%
建仓
BRO
BROWN & BROWN INC
+$217.8K
3,164
建仓
OMCL
OMNICELL COM
+$210.7K
2,860
建仓
LMT
LOCKHEED MARTIN CORP
+$204.6K
444
建仓
MRK
MERCK & CO INC
+$203.9K
1,767
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$197.5K
78,085
+16%
建仓
BBLU
EA SERIES TRUST
+$196.8K
19,998
增持
TSLA
TESLA INC
+$187.7K
1,627
+42%
增持
FNDF
SCHWAB STRATEGIC TR
+$182.1K
25,525
+24%
减持
SCHP
SCHWAB STRATEGIC TR
-$179.3K
17,008
-15%
减持
PGR
PROGRESSIVE CORP
-$170.7K
2,889
-25%
增持
DVYE
ISHARES INC
+$164.7K
116,974
+6%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$160.7K
8,850
-31%
减持
CWB
SPDR SER TR
-$159.3K
14,238
-17%
减持
HYLB
DBX ETF TR
-$157.9K
70,686
-5%
减持
PFM
INVESCO EXCHANGE TRADED FD T
-$155.5K
9,328
-33%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$145.6K
2,936
+6%
减持
EELV
INVESCO EXCH TRADED FD TR II
-$144.2K
90,974
-7%
减持
IDLV
INVESCO EXCH TRADED FD TR II
-$140.2K
37,539
-12%
增持
SPHY
SPDR SER TR
+$122.0K
38,733
+17%
增持
GOOG
ALPHABET INC
+$106.6K
2,604
+30%
减持
—
STERIS PLC
-$99.1K
1,600
-33%
增持
PECO
PHILLIPS EDISON & CO INC
+$98.9K
14,857
+19%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$86.1K
20,023
+7%
减持
MSFT
MICROSOFT CORP
+$80.8K
4,251
-10%
增持
SHW
SHERWIN WILLIAMS CO
+$78.5K
1,243
+11%
减持
GOOGL
ALPHABET INC
+$77.7K
6,074
-3%
减持
—
EXXON MOBIL CORP
-$75.6K
5,248
-10%
减持
ABBV
ABBVIE INC
-$75.0K
2,681
-2%
减持
SAIA
SAIA INC
+$72.0K
1,070
-1%
减持
VNQ
VANGUARD INDEX FDS
-$62.5K
3,656
-17%
增持
TGT
TARGET CORP
-$61.5K
1,867
+0%
增持
WMT
WALMART INC
+$59.7K
3,099
+7%
减持
IDXX
IDEXX LABS INC
-$59.7K
840
-13%
减持
LOW
LOWES COS INC
+$57.0K
2,349
-1%
增持
AGG
ISHARES TR
+$55.9K
21,036
+5%
减持
MGV
VANGUARD WORLD FD
-$54.8K
5,940
-11%
减持
MCD
MCDONALDS CORP
-$53.6K
1,224
-18%
增持
MMM
3M CO
+$44.0K
3,519
+20%
增持
VWOB
VANGUARD WHITEHALL FDS
+$43.5K
29,197
+3%
增持
—
R1 RCM INC
+$41.7K
11,664
+1%
增持
SWK
STANLEY BLACK & DECKER INC
+$41.1K
2,633
+3%
减持
VB
VANGUARD INDEX FDS
+$39.9K
4,800
-1%
减持
SPGI
S&P GLOBAL INC
+$39.1K
857
-3%
增持
V
VISA INC
+$36.7K
2,772
+1%
增持
UNH
UNITEDHEALTH GROUP INC
+$35.4K
935
+7%
减持
VV
VANGUARD INDEX FDS
-$34.1K
5,775
-10%
减持
KO
COCA COLA CO
-$32.4K
6,938
-4%
增持
—
PDC ENERGY INC
+$32.0K
4,549
+0%
增持
JNJ
JOHNSON & JOHNSON
+$31.9K
2,912
+0%
增持
NUE
NUCOR CORP
+$31.1K
2,702
+1%
减持
WST
WEST PHARMACEUTICAL SVSC INC
-$31.0K
757
-18%
增持
CINF
CINCINNATI FINL CORP
+$30.7K
3,849
+25%
增持
ALB
ALBEMARLE CORP
+$30.6K
1,220
+12%
减持
SCHZ
SCHWAB STRATEGIC TR
-$29.7K
13,935
-3%
减持
STOT
SSGA ACTIVE TR
-$28.3K
5,263
-10%
减持
CLX
CLOROX CO DEL
-$27.4K
1,770
-9%
增持
CAT
CATERPILLAR INC
+$26.2K
1,268
+2%
减持
CAH
CARDINAL HEALTH INC
+$25.4K
3,265
-13%
增持
—
AMCOR PLC
-$25.0K
23,942
+3%
减持
ED
CONSOLIDATED EDISON INC
-$24.6K
2,662
-4%
减持
—
PENTAIR PLC
+$24.4K
5,287
-8%
减持
PPG
PPG INDS INC
+$24.1K
2,246
-3%
减持
AOS
SMITH A O CORP
-$22.2K
3,801
-12%
增持
PEP
PEPSICO INC
+$21.3K
2,228
+4%
减持
ESS
ESSEX PPTY TR INC
+$21.0K
1,034
-2%
减持
SCHF
SCHWAB STRATEGIC TR
-$19.2K
16,044
-6%
增持
ITW
ILLINOIS TOOL WKS INC
+$19.1K
1,583
+2%
减持
VUG
VANGUARD INDEX FDS
+$19.0K
1,089
-6%
增持
—
WALGREENS BOOTS ALLIANCE INC
-$17.7K
7,266
+12%
减持
AFL
AFLAC INC
+$17.5K
4,099
-2%
减持
—
CHUBB LIMITED
-$16.9K
1,296
-6%
减持
SYY
SYSCO CORP
-$16.3K
4,165
-1%
增持
M
MACYS INC
-$16.2K
11,981
+1%
减持
SCHO
SCHWAB STRATEGIC TR
-$15.6K
5,859
-4%
减持
GPC
GENUINE PARTS CO
-$15.3K
1,857
-6%
减持
SPEM
SPDR INDEX SHS FDS
-$15.3K
54,040
-2%
增持
SCHM
SCHWAB STRATEGIC TR
+$14.9K
4,650
+0%
减持
ROP
ROPER TECHNOLOGIES INC
+$14.9K
656
-4%
增持
TROW
PRICE T ROWE GROUP INC
+$14.5K
2,428
+6%
减持
VBR
VANGUARD INDEX FDS
-$14.4K
2,750
-7%
减持
BITO
PROSHARES TR
-$14.3K
20,178
-1%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$14.3K
1,352
-3%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$14.2K
3,208
-7%
减持
VBK
VANGUARD INDEX FDS
-$13.9K
2,077
-8%
增持
DOV
DOVER CORP
+$13.6K
2,327
+7%
减持
KMB
KIMBERLY-CLARK CORP
-$13.4K
1,975
-7%
减持
GWW
GRAINGER W W INC
+$13.3K
499
-10%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$12.8K
2,165
+3%
减持
—
EATON CORP PLC
-$11.6K
1,200
-19%
减持
IAGG
ISHARES TR
-$11.4K
15,262
-2%
减持
ABT
ABBOTT LABS
+$10.7K
2,823
-4%
减持
BDX
BECTON DICKINSON & CO
+$10.6K
1,092
-3%
减持
PG
PROCTER AND GAMBLE CO
+$9.8K
4,426
-1%
增持
BEN
FRANKLIN RESOURCES INC
+$9.5K
9,702
+5%
减持
EMR
EMERSON ELEC CO
+$8.4K
3,178
-1%
增持
GD
GENERAL DYNAMICS CORP
+$8.1K
1,624
+9%
减持
BF/B
BROWN FORMAN CORP
-$6.8K
3,951
-6%
减持
WSC
WILLSCOT MOBIL MINI HLDNG CO
+$6.3K
8,530
-0%
减持
ECL
ECOLAB INC
+$6.2K
1,396
-9%
减持
FRT
FEDERAL RLTY INVT TR NEW
-$6.0K
2,621
-0%
增持
NEE
NEXTERA ENERGY INC
+$6.0K
3,338
+6%
减持
ATO
ATMOS ENERGY CORP
+$5.8K
2,372
-1%
增持
HRL
HORMEL FOODS CORP
+$5.7K
6,220
+1%
减持
GME
GAMESTOP CORP NEW
+$5.6K
8,483
-2%
增持
O
REALTY INCOME CORP
-$5.4K
4,480
+4%
增持
—
ISHARES TR
+$4.9K
9,170
+2%
减持
EXPD
EXPEDITORS INTL WASH INC
+$4.7K
2,598
-8%
增持
GLD
SPDR GOLD TR
-$4.6K
1,560
+1%
减持
APD
AIR PRODS & CHEMS INC
+$4.6K
954
-3%
减持
MKC
MCCORMICK & CO INC
+$4.0K
3,749
-3%
减持
SPIB
SPDR SER TR
-$3.7K
9,537
-0%
减持
—
LINDE PLC
-$2.9K
955
-7%
增持
CVX
CHEVRON CORP NEW
-$2.7K
1,736
+3%
减持
IBKR
INTERACTIVE BROKERS GROUP IN
-$1.4K
3,019
-1%
减持
CL
COLGATE PALMOLIVE CO
-$1.2K
3,799
-3%
减持
—
MEDTRONIC PLC
-$593
3,111
-9%
