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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 21
增持 87
减持 16
清仓 26
方向
标的
Δ市值
现股数(环比)
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$4.0M
2,973
-89%
增持
BIV
VANGUARD BD INDEX FDS
+$2.9M
139,773
+47%
增持
DVYE
ISHARES INC
+$2.7M
232,467
+99%
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。
清仓
BSV
VANGUARD BD INDEX FDS
-$2.6M
0
-100%
减持
VTV
VANGUARD INDEX FDS
-$2.2M
2,414
-87%
增持
SPSB
SPDR SER TR
+$2.1M
229,194
+47%
清仓
AGG
ISHARES TR
-$2.1M
0
-100%
清仓
CGCP
CAPITAL GRP FIXED INCM ETF T
-$1.7M
0
-100%
减持
QQQ
INVESCO QQQ TR
-$1.6M
1,628
-72%
增持
VIGI
VANGUARD WHITEHALL FDS
+$1.6M
67,373
+57%
增持
BIBL
NORTHERN LTS FD TR IV
+$1.6M
59,524
+604%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$1.6M
41,460
+107%
清仓
EFA
ISHARES TR
-$1.3M
0
-100%
清仓
VTI
VANGUARD INDEX FDS
-$1.1M
0
-100%
清仓
CWB
SPDR SER TR
-$995.9K
0
-100%
增持
SPEM
SPDR INDEX SHS FDS
+$981.9K
84,594
+57%
增持
CINF
CINCINNATI FINL CORP
+$962.2K
13,068
+240%
清仓
VB
VANGUARD INDEX FDS
-$954.7K
0
-100%
建仓
DFP
FLAHERTY & CRUMRINE DYNAMIC
+$935.7K
55,796
增持
SPHY
SPDR SER TR
+$915.1K
80,273
+107%
增持
IGIB
ISHARES TR
+$850.5K
91,376
+29%
增持
BIL
SPDR SER TR
+$843.6K
37,259
+33%
清仓
FNDF
SCHWAB STRATEGIC TR
-$824.2K
0
-100%
建仓
GE
GENERAL ELECTRIC CO
+$812.0K
7,345
增持
VWOB
VANGUARD WHITEHALL FDS
+$704.6K
42,642
+46%
减持
VV
VANGUARD INDEX FDS
-$702.1K
2,395
-59%
增持
NVDA
NVIDIA CORPORATION
+$661.4K
4,827
+42%
清仓
DHS
WISDOMTREE TR
-$595.6K
0
-100%
增持
CVX
CHEVRON CORP NEW
+$563.2K
4,960
+186%
增持
HYLB
DBX ETF TR
+$524.2K
87,401
+24%
建仓
VOO
VANGUARD INDEX FDS
+$513.0K
1,306
建仓
IEZ
ISHARES TR
+$496.8K
20,667
增持
AAPL
APPLE INC
+$462.2K
10,328
+53%
建仓
ISMD
NORTHERN LTS FD TR IV
+$459.6K
15,125
清仓
MUNI
PIMCO ETF TR
-$456.9K
0
-100%
清仓
VYM
VANGUARD WHITEHALL FDS
-$377.6K
0
-100%
增持
EELV
INVESCO EXCH TRADED FD TR II
+$370.0K
111,543
+23%
清仓
—
STERIS PLC
-$360.0K
0
-100%
清仓
PFM
INVESCO EXCHANGE TRADED FD T
-$356.6K
0
-100%
清仓
DFAS
DIMENSIONAL ETF TRUST
-$352.7K
0
-100%
建仓
DTD
WISDOMTREE TR
+$347.3K
5,772
减持
SCHG
SCHWAB STRATEGIC TR
-$341.5K
8,544
-33%
清仓
JEPI
J P MORGAN EXCHANGE TRADED F
-$332.0K
0
-100%
清仓
SCHM
SCHWAB STRATEGIC TR
-$330.3K
0
-100%
建仓
VTEB
VANGUARD MUN BD FDS
+$328.6K
6,831
清仓
—
PDC ENERGY INC
-$323.6K
0
-100%
增持
IAGG
ISHARES TR
+$320.9K
22,001
+44%
建仓
DIA
SPDR DOW JONES INDL AVERAGE
+$319.4K
954
清仓
GOOG
ALPHABET INC
-$315.0K
0
-100%
清仓
VUG
VANGUARD INDEX FDS
-$308.1K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$302.1K
1,491
+59%
增持
MGV
VANGUARD WORLD FD
+$297.5K
9,012
+52%
增持
FLRN
SPDR SER TR
+$290.3K
32,211
+41%
增持
HFXI
INDEXIQ ETF TR
+$278.7K
46,332
+40%
清仓
DFIS
DIMENSIONAL ETF TRUST
-$275.0K
0
-100%
增持
V
VISA INC
+$272.6K
4,047
+46%
增持
SCHP
SCHWAB STRATEGIC TR
+$271.1K
23,030
+35%
建仓
TLT
ISHARES TR
+$267.9K
3,021
建仓
MSTR
MICROSTRATEGY INC
+$252.8K
770
清仓
STOT
SSGA ACTIVE TR
-$244.4K
0
-100%
清仓
—
EATON CORP PLC
-$241.3K
0
-100%
增持
SAIA
SAIA INC
+$237.2K
1,514
+41%
减持
SDY
SPDR SER TR
-$236.1K
2,266
-44%
建仓
SJM
SMUCKER J M CO
+$236.0K
1,920
清仓
—
ISHARES TR
-$233.7K
0
-100%
建仓
—
INTERPUBLIC GROUP COS INC
+$232.4K
8,109
建仓
FLOT
ISHARES TR
+$225.6K
4,434
清仓
FMB
FIRST TR EXCH TRADED FD III
-$222.7K
0
-100%
建仓
NDSN
NORDSON CORP
+$221.8K
994
清仓
HYD
VANECK ETF TRUST
-$221.7K
0
-100%
减持
PEY
INVESCO EXCHANGE TRADED FD T
-$221.0K
14,460
-44%
增持
IDLV
INVESCO EXCH TRADED FD TR II
+$218.8K
47,724
+27%
建仓
IVV
ISHARES TR
+$218.6K
509
建仓
LKFN
LAKELAND FINL CORP
+$211.9K
4,465
建仓
IMCV
ISHARES TR
+$210.6K
3,476
建仓
CHRW
C H ROBINSON WORLDWIDE INC
+$206.5K
2,397
建仓
VCLT
VANGUARD SCOTTSDALE FDS
+$205.6K
2,871
减持
USFR
WISDOMTREE TR
-$201.9K
10,398
-28%
清仓
SPLV
INVESCO EXCH TRADED FD TR II
-$201.5K
0
-100%
建仓
PCY
INVESCO EXCH TRADED FD TR II
+$198.9K
10,888
建仓
ARCC
ARES CAPITAL CORP
+$195.8K
10,056
增持
IBKR
INTERACTIVE BROKERS GROUP IN
+$180.4K
4,981
+65%
减持
IDXX
IDEXX LABS INC
-$177.0K
560
-33%
增持
—
EXXON MOBIL CORP
+$173.4K
6,261
+19%
增持
JNJ
JOHNSON & JOHNSON
+$172.8K
4,204
+44%
增持
MSFT
MICROSOFT CORP
+$172.5K
5,131
+21%
增持
TSLA
TESLA INC
+$163.1K
2,354
+45%
增持
ABBV
ABBVIE INC
+$156.2K
3,471
+29%
增持
META
META PLATFORMS INC
+$151.5K
4,121
+9%
增持
WMT
WALMART INC
+$147.3K
3,967
+28%
增持
SCHO
SCHWAB STRATEGIC TR
+$141.0K
8,825
+51%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$121.9K
2,510
-15%
增持
VBR
VANGUARD INDEX FDS
+$109.5K
3,538
+29%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$105.8K
1,675
+24%
增持
SCHF
SCHWAB STRATEGIC TR
+$105.7K
19,956
+24%
减持
PGR
PROGRESSIVE CORP
-$105.3K
1,989
-31%
增持
CRVL
CORVEL CORP
+$104.4K
1,861
+38%
增持
WST
WEST PHARMACEUTICAL SVSC INC
+$102.9K
1,046
+38%
增持
WSC
WILLSCOT MOBIL MINI HLDNG CO
+$101.3K
12,237
+43%
增持
SPGI
S&P GLOBAL INC
+$85.4K
1,174
+37%
减持
VNQ
VANGUARD INDEX FDS
-$85.2K
2,912
-20%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$85.1K
7,011
-21%
增持
—
CHUBB LIMITED
+$79.0K
1,578
+22%
减持
AMZN
AMAZON COM INC
-$76.2K
7,933
-5%
增持
GOOGL
ALPHABET INC
+$74.3K
6,124
+1%
增持
GD
GENERAL DYNAMICS CORP
+$70.0K
1,898
+17%
增持
BRO
BROWN & BROWN INC
+$69.4K
4,113
+30%
增持
AFL
AFLAC INC
+$68.7K
4,623
+13%
增持
DFUV
DIMENSIONAL ETF TRUST
+$67.9K
18,177
+14%
增持
SYY
SYSCO CORP
+$58.8K
5,569
+34%
增持
—
WALGREENS BOOTS ALLIANCE INC
+$58.6K
11,941
+64%
增持
FLTR
VANECK ETF TRUST
+$57.7K
30,392
+8%
增持
—
LINDE PLC
+$57.2K
1,131
+18%
增持
KO
COCA COLA CO
+$56.2K
8,468
+22%
增持
EMR
EMERSON ELEC CO
+$52.6K
3,519
+11%
减持
SPIB
SPDR SER TR
-$52.3K
8,073
-15%
增持
GPC
GENUINE PARTS CO
+$52.0K
2,537
+37%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$50.8K
2,427
+12%
增持
KMB
KIMBERLY-CLARK CORP
+$47.9K
2,653
+34%
增持
CHD
CHURCH & DWIGHT CO INC
+$47.6K
4,340
+24%
增持
PPG
PPG INDS INC
+$46.2K
2,922
+30%
增持
CAT
CATERPILLAR INC
+$45.9K
1,311
+3%
增持
PG
PROCTER AND GAMBLE CO
+$45.7K
4,918
+11%
增持
ED
CONSOLIDATED EDISON INC
+$43.8K
3,326
+25%
增持
CL
COLGATE PALMOLIVE CO
+$43.5K
4,728
+24%
增持
—
PENTAIR PLC
+$43.5K
5,947
+12%
增持
GLD
SPDR GOLD TR
+$42.5K
1,870
+20%
增持
ROP
ROPER TECHNOLOGIES INC
+$40.5K
735
+12%
增持
NEE
NEXTERA ENERGY INC
+$39.9K
5,019
+50%
增持
TROW
PRICE T ROWE GROUP INC
+$38.6K
2,962
+22%
增持
HRL
HORMEL FOODS CORP
+$37.5K
7,563
+22%
增持
EXPD
EXPEDITORS INTL WASH INC
+$35.8K
3,058
+18%
减持
BBLU
EA SERIES TRUST
-$34.9K
16,899
-15%
增持
NUE
NUCOR CORP
+$32.4K
3,041
+13%
增持
—
R1 RCM INC
+$32.0K
16,404
+41%
增持
ADM
ARCHER DANIELS MIDLAND CO
+$31.5K
4,198
+11%
增持
BDX
BECTON DICKINSON & CO
+$31.2K
1,236
+13%
增持
—
AMCOR PLC
+$29.3K
29,282
+22%
增持
CLX
CLOROX CO DEL
+$29.3K
2,371
+34%
增持
APD
AIR PRODS & CHEMS INC
+$28.8K
1,110
+16%
增持
FRT
FEDERAL RLTY INVT TR NEW
+$28.5K
3,113
+19%
增持
TGT
TARGET CORP
+$28.0K
2,480
+33%
增持
LOW
LOWES COS INC
+$25.6K
2,674
+14%
增持
MRK
MERCK & CO INC
+$25.4K
2,227
+26%
增持
VBK
VANGUARD INDEX FDS
-$25.3K
2,110
+2%
增持
ABT
ABBOTT LABS
+$22.2K
3,407
+21%
增持
O
REALTY INCOME CORP
+$22.0K
5,805
+30%
增持
MMM
3M CO
-$22.0K
3,527
+0%
增持
GWW
GRAINGER W W INC
-$22.0K
537
+8%
增持
ESS
ESSEX PPTY TR INC
+$21.8K
1,245
+20%
