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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 21
增持 7
减持 78
清仓 44
方向
标的
Δ市值
现股数(环比)
建仓
SPY
SPDR S&P 500 ETF TR
+$4.8M
10,112
减持
IGIB
ISHARES TR
-$3.6M
15,339
-83%
减持
SPSB
SPDR SER TR
-$3.2M
117,707
-49%
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
HYLB
DBX ETF TR
-$2.5M
13,997
-84%
减持
EELV
INVESCO EXCH TRADED FD TR II
-$1.9M
23,527
-79%
减持
BIV
VANGUARD BD INDEX FDS
-$1.9M
107,927
-23%
减持
NVDA
NVIDIA CORPORATION
-$1.4M
1,333
-72%
减持
DVYE
ISHARES INC
-$1.2M
162,021
-30%
减持
VWOB
VANGUARD WHITEHALL FDS
-$1.2M
21,008
-51%
建仓
MUNI
PIMCO ETF TR
+$981.0K
18,579
减持
IDLV
INVESCO EXCH TRADED FD TR II
-$959.3K
10,159
-79%
建仓
METV
LISTED FD TR
+$880.5K
76,500
减持
HFXI
INDEXIQ ETF TR
-$837.5K
9,434
-80%
清仓
GE
GENERAL ELECTRIC CO
-$812.0K
0
-100%
清仓
FLTR
VANECK ETF TRUST
-$768.6K
0
-100%
建仓
HYMB
SPDR SER TR
+$729.0K
28,815
增持
VTEB
VANGUARD MUN BD FDS
+$728.8K
20,713
+203%
建仓
PZA
INVESCO EXCH TRADED FD TR II
+$724.3K
29,956
清仓
SCHF
SCHWAB STRATEGIC TR
-$677.7K
0
-100%
减持
META
META PLATFORMS INC
-$618.1K
1,749
-58%
建仓
FMB
FIRST TR EXCH TRADED FD III
+$608.2K
11,773
减持
SCHP
SCHWAB STRATEGIC TR
-$594.4K
10,889
-53%
清仓
TSLA
TESLA INC
-$589.0K
0
-100%
减持
CINF
CINCINNATI FINL CORP
-$578.8K
7,326
-44%
减持
IAGG
ISHARES TR
-$546.1K
10,585
-52%
减持
UNH
UNITEDHEALTH GROUP INC
-$516.4K
447
-70%
建仓
MUB
ISHARES TR
+$512.8K
4,730
清仓
PECO
PHILLIPS EDISON & CO INC
-$498.3K
0
-100%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$479.6K
44,657
+8%
清仓
VV
VANGUARD INDEX FDS
-$468.7K
0
-100%
清仓
VIG
VANGUARD SPECIALIZED FUNDS
-$461.9K
0
-100%
减持
MGV
VANGUARD WORLD FD
-$457.5K
4,172
-54%
减持
CVX
CHEVRON CORP NEW
-$441.9K
2,645
-47%
减持
AAPL
APPLE INC
-$426.6K
6,969
-33%
减持
SCHZ
SCHWAB STRATEGIC TR
-$421.6K
4,692
-68%
减持
FLRN
SPDR SER TR
-$416.6K
18,728
-42%
减持
—
EXXON MOBIL CORP
-$410.9K
3,254
-48%
清仓
AXP
AMERICAN EXPRESS CO
-$406.1K
0
-100%
建仓
SHYD
VANECK ETF TRUST
+$404.2K
18,264
减持
SAIA
SAIA INC
-$386.6K
495
-67%
清仓
DFUS
DIMENSIONAL ETF TRUST
-$377.8K
0
-100%
清仓
CRVL
CORVEL CORP
-$366.0K
0
-100%
减持
VIGI
VANGUARD WHITEHALL FDS
-$362.0K
56,009
-17%
清仓
DFAT
DIMENSIONAL ETF TRUST
-$359.4K
0
-100%
减持
BIL
SPDR SER TR
-$358.3K
33,514
-10%
增持
SCHG
SCHWAB STRATEGIC TR
+$357.6K
11,800
+38%
清仓
BITO
PROSHARES TR
-$347.9K
0
-100%
清仓
DTD
WISDOMTREE TR
-$347.3K
0
-100%
建仓
GOOG
ALPHABET INC
+$347.0K
2,462
减持
QQQ
INVESCO QQQ TR
-$341.2K
591
-64%
减持
PG
PROCTER AND GAMBLE CO
-$340.7K
2,571
-48%
清仓
GLD
SPDR GOLD TR
-$320.6K
0
-100%
清仓
DIA
SPDR DOW JONES INDL AVERAGE
-$319.4K
0
-100%
减持
V
VISA INC
-$314.6K
2,367
-42%
减持
VOO
VANGUARD INDEX FDS
-$295.6K
498
-62%
建仓
USMV
ISHARES TR
+$293.7K
3,764
清仓
HRL
HORMEL FOODS CORP
-$287.6K
0
-100%
建仓
TIPX
SPDR SER TR
+$278.2K
14,967
清仓
PEY
INVESCO EXCHANGE TRADED FD T
-$277.5K
0
-100%
清仓
PGR
PROGRESSIVE CORP
-$277.1K
0
-100%
清仓
ALB
ALBEMARLE CORP
-$271.0K
0
-100%
建仓
VB
VANGUARD INDEX FDS
+$269.9K
1,265
清仓
TLT
ISHARES TR
-$267.9K
0
-100%
减持
VBR
VANGUARD INDEX FDS
-$262.9K
1,675
-53%
清仓
SDY
SPDR SER TR
-$260.6K
0
-100%
清仓
SPIB
SPDR SER TR
-$253.9K
0
-100%
清仓
BF/B
BROWN FORMAN CORP
-$253.0K
0
-100%
清仓
MSTR
MICROSTRATEGY INC
-$252.8K
0
-100%
减持
DFUV
DIMENSIONAL ETF TRUST
-$252.5K
9,829
-46%
清仓
—
R1 RCM INC
-$247.2K
0
-100%
清仓
IDXX
IDEXX LABS INC
-$244.9K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$243.6K
2,624
-38%
建仓
VUG
VANGUARD INDEX FDS
+$243.1K
782
减持
AMZN
AMAZON COM INC
-$239.2K
5,063
-36%
建仓
IOO
ISHARES TR
+$237.5K
2,949
清仓
SJM
SMUCKER J M CO
-$236.0K
0
-100%
清仓
—
INTERPUBLIC GROUP COS INC
-$232.4K
0
-100%
建仓
HD
HOME DEPOT INC
+$229.8K
663
建仓
JPM
JPMORGAN CHASE & CO
+$229.3K
1,348
清仓
MRK
MERCK & CO INC
-$229.3K
0
-100%
减持
SPEM
SPDR INDEX SHS FDS
-$226.8K
73,794
-13%
建仓
HON
HONEYWELL INTL INC
+$224.4K
1,070
清仓
LMT
LOCKHEED MARTIN CORP
-$222.7K
0
-100%
建仓
IJR
ISHARES TR
+$221.5K
2,046
减持
GOOGL
ALPHABET INC
-$221.3K
4,153
-32%
清仓
VNQ
VANGUARD INDEX FDS
-$220.3K
0
-100%
增持
DFAC
DIMENSIONAL ETF TRUST
+$219.7K
24,936
+28%
建仓
BSY
BENTLEY SYS INC
+$219.2K
4,200
清仓
IVV
ISHARES TR
-$218.6K
0
-100%
建仓
SCHM
SCHWAB STRATEGIC TR
+$215.5K
2,861
清仓
OMCL
OMNICELL COM
-$215.5K
0
-100%
减持
IBKR
INTERACTIVE BROKERS GROUP IN
-$214.5K
2,613
-48%
建仓
XLF
SELECT SECTOR SPDR TR
+$213.9K
5,689
减持
IEZ
ISHARES TR
-$212.9K
12,954
-37%
清仓
GME
GAMESTOP CORP NEW
-$212.6K
0
-100%
清仓
LKFN
LAKELAND FINL CORP
-$211.9K
0
-100%
清仓
IMCV
ISHARES TR
-$210.6K
0
-100%
减持
WSC
WILLSCOT MOBIL MINI HLDNG CO
-$208.7K
6,746
-45%
清仓
CHRW
C H ROBINSON WORLDWIDE INC
-$206.5K
0
-100%
清仓
VCLT
VANGUARD SCOTTSDALE FDS
-$205.6K
0
-100%
清仓
M
MACYS INC
-$204.6K
0
-100%
增持
SPHY
SPDR SER TR
+$203.6K
85,685
+7%
清仓
FMAO
FARMERS & MERCHANTS BANCORP
-$203.5K
0
-100%
清仓
PCY
INVESCO EXCH TRADED FD TR II
-$198.9K
0
-100%
清仓
ARCC
ARES CAPITAL CORP
-$195.8K
0
-100%
减持
KO
COCA COLA CO
-$176.9K
5,043
-40%
减持
LOW
LOWES COS INC
-$168.3K
1,741
-35%
清仓
BBLU
EA SERIES TRUST
-$161.9K
0
-100%
减持
ABBV
ABBVIE INC
-$150.3K
2,369
-32%
减持
NUE
NUCOR CORP
-$149.4K
1,874
-38%
减持
CHD
CHURCH & DWIGHT CO INC
-$143.5K
2,688
-38%
减持
WMT
WALMART INC
-$143.3K
3,116
-21%
减持
WST
WEST PHARMACEUTICAL SVSC INC
-$125.2K
759
-27%
增持
SHW
SHERWIN WILLIAMS CO
+$120.0K
1,497
+10%
减持
DFP
FLAHERTY & CRUMRINE DYNAMIC
-$117.0K
46,125
-17%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$115.7K
1,233
-26%
减持
SPGI
S&P GLOBAL INC
-$114.9K
713
-39%
减持
PEP
PEPSICO INC
-$110.5K
1,866
-26%
减持
BIBL
NORTHERN LTS FD TR IV
+$109.8K
56,463
-5%
减持
MKC
MCCORMICK & CO INC
-$104.6K
3,197
-25%
减持
GPC
GENUINE PARTS CO
-$104.0K
1,894
-25%
减持
MSFT
MICROSOFT CORP
-$97.2K
4,050
-21%
减持
—
LINDE PLC
-$95.4K
793
-30%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$88.5K
2,623
+8%
减持
KMB
KIMBERLY-CLARK CORP
-$85.7K
1,934
-27%
减持
VBK
VANGUARD INDEX FDS
-$84.1K
1,521
-28%
减持
ADM
ARCHER DANIELS MIDLAND CO
-$83.3K
3,230
-23%
减持
TROW
PRICE T ROWE GROUP INC
-$81.4K
2,129
-28%
减持
GWW
GRAINGER W W INC
-$79.0K
353
-34%
减持
ROP
ROPER TECHNOLOGIES INC
-$78.5K
509
-31%
减持
APD
AIR PRODS & CHEMS INC
-$76.9K
868
-22%
减持
BDX
BECTON DICKINSON & CO
-$76.4K
997
-19%
减持
—
CHUBB LIMITED
-$69.5K
1,146
-27%
减持
AFL
AFLAC INC
-$68.3K
3,473
-25%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$68.2K
2,274
-9%
减持
VTV
VANGUARD INDEX FDS
-$64.8K
1,794
-26%
减持
PPG
PPG INDS INC
-$63.3K
2,113
-28%
减持
—
MEDTRONIC PLC
-$60.3K
2,651
-25%
减持
MMM
3M CO
-$60.1K
2,471
-30%
减持
SYY
SYSCO CORP
-$59.0K
4,223
-24%
减持
BRO
BROWN & BROWN INC
-$57.1K
3,236
-21%
减持
CAT
CATERPILLAR INC
-$55.4K
1,023
-22%
减持
CLX
CLOROX CO DEL
-$52.6K
1,811
-24%
减持
MCD
MCDONALDS CORP
-$49.2K
1,101
-23%
减持
NEE
NEXTERA ENERGY INC
-$48.1K
3,942
-21%
清仓
CRON
CRONOS GROUP INC
-$47.2K
0
-100%
减持
CL
COLGATE PALMOLIVE CO
-$46.5K
3,635
-23%
减持
—
AMCOR PLC
-$45.2K
23,132
-21%
减持
EXPD
EXPEDITORS INTL WASH INC
-$39.9K
2,442
-20%
减持
FRT
FEDERAL RLTY INVT TR NEW
-$37.0K
2,379
-24%
