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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 50
增持 89
减持 1
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
BIV
VANGUARD BD INDEX FDS
+$10.6M
248,625
+130%
增持
SPSB
SPDR SER TR
+$7.8M
379,981
+223%
增持
IGIB
ISHARES TR
+$7.3M
157,189
+925%
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
VIGI
VANGUARD WHITEHALL FDS
+$5.5M
123,076
+120%
增持
DVYE
ISHARES INC
+$5.4M
367,662
+127%
增持
BIL
SPDR SER TR
+$4.6M
83,549
+149%
增持
HYLB
DBX ETF TR
+$4.4M
136,254
+873%
增持
VWOB
VANGUARD WHITEHALL FDS
+$3.0M
68,601
+227%
增持
EELV
INVESCO EXCH TRADED FD TR II
+$3.0M
149,902
+537%
增持
SPEM
SPDR INDEX SHS FDS
+$2.8M
150,880
+104%
建仓
GE
GENERAL ELECTRIC CO
+$2.2M
14,690
增持
CINF
CINCINNATI FINL CORP
+$2.2M
25,909
+254%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$2.0M
69,933
+57%
增持
AAPL
APPLE INC
+$2.0M
18,282
+162%
增持
SCHZ
SCHWAB STRATEGIC TR
+$1.8M
44,646
+852%
增持
SCHG
SCHWAB STRATEGIC TR
+$1.7M
31,028
+163%
增持
BIBL
NORTHERN LTS FD TR IV
+$1.5M
94,437
+67%
增持
HFXI
INDEXIQ ETF TR
+$1.4M
64,727
+586%
增持
META
META PLATFORMS INC
+$1.4M
4,755
+172%
增持
AMZN
AMAZON COM INC
+$1.3M
12,709
+151%
建仓
LLY
ELI LILLY & CO
+$1.3M
1,942
增持
MGV
VANGUARD WORLD FD
+$1.3M
15,412
+269%
建仓
FLTR
VANECK ETF TRUST
+$1.3M
51,385
增持
SCHP
SCHWAB STRATEGIC TR
+$1.3M
35,510
+226%
建仓
SCHF
SCHWAB STRATEGIC TR
+$1.2M
31,150
增持
IAGG
ISHARES TR
+$1.2M
33,916
+220%
增持
SPHY
SPDR SER TR
+$1.2M
135,034
+58%
增持
FLRN
SPDR SER TR
+$1.1M
55,603
+197%
建仓
AXP
AMERICAN EXPRESS CO
+$1.1M
5,450
建仓
MSTR
MICROSTRATEGY INC
+$1.1M
918
清仓
VTEB
VANGUARD MUN BD FDS
-$1.1M
0
-100%
增持
PG
PROCTER AND GAMBLE CO
+$1.1M
9,295
+262%
增持
MSFT
MICROSOFT CORP
+$1.0M
6,463
+60%
减持
SPY
SPDR S&P 500 ETF TR
-$1.0M
7,927
-22%
清仓
MUNI
PIMCO ETF TR
-$981.0K
0
-100%
建仓
VV
VANGUARD INDEX FDS
+$975.1K
4,280
清仓
METV
LISTED FD TR
-$880.5K
0
-100%
增持
LOW
LOWES COS INC
+$872.0K
5,279
+203%
增持
—
EXXON MOBIL CORP
+$859.9K
10,963
+237%
增持
NVDA
NVIDIA CORPORATION
+$818.7K
2,089
+57%
增持
ABBV
ABBVIE INC
+$816.3K
7,029
+197%
建仓
DIA
SPDR DOW JONES INDL AVERAGE
+$770.6K
1,987
清仓
HYMB
SPDR SER TR
-$729.0K
0
-100%
增持
DFP
FLAHERTY & CRUMRINE DYNAMIC
+$725.4K
83,515
+81%
清仓
PZA
INVESCO EXCH TRADED FD TR II
-$724.3K
0
-100%
增持
VBR
VANGUARD INDEX FDS
+$715.9K
5,477
+227%
增持
QQQ
INVESCO QQQ TR
+$715.3K
2,251
+281%
建仓
DTD
WISDOMTREE TR
+$713.7K
10,528
增持
WMT
WALMART INC
+$710.3K
15,275
+390%
增持
JNJ
JOHNSON & JOHNSON
+$708.8K
7,112
+171%
建仓
PECO
PHILLIPS EDISON & CO INC
+$692.0K
19,128
增持
GOOGL
ALPHABET INC
+$688.5K
8,754
+111%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$672.5K
3,815
+68%
增持
VOO
VANGUARD INDEX FDS
+$657.6K
1,896
+281%
增持
NUE
NUCOR CORP
+$644.5K
5,222
+179%
建仓
TSLA
TESLA INC
+$612.5K
2,922
清仓
FMB
FIRST TR EXCH TRADED FD III
-$608.2K
0
-100%
建仓
PEY
INVESCO EXCHANGE TRADED FD T
+$604.3K
28,920
增持
GD
GENERAL DYNAMICS CORP
+$589.1K
3,648
+137%
建仓
DFUS
DIMENSIONAL ETF TRUST
+$588.7K
10,820
增持
DFUV
DIMENSIONAL ETF TRUST
+$580.8K
24,236
+147%
建仓
SDY
SPDR SER TR
+$580.6K
4,532
建仓
DUK
DUKE ENERGY CORP NEW
+$566.1K
5,846
建仓
DFAT
DIMENSIONAL ETF TRUST
+$559.8K
10,488
增持
KO
COCA COLA CO
+$558.5K
14,249
+183%
建仓
FMAO
FARMERS & MERCHANTS BANCORP
+$546.6K
23,214
建仓
TLT
ISHARES TR
+$545.7K
5,640
清仓
MUB
ISHARES TR
-$512.8K
0
-100%
建仓
PGR
PROGRESSIVE CORP
+$505.9K
2,763
增持
GWW
GRAINGER W W INC
+$503.6K
861
+144%
增持
SAIA
SAIA INC
+$498.6K
1,399
+183%
增持
V
VISA INC
+$492.6K
4,113
+74%
增持
CHD
CHURCH & DWIGHT CO INC
+$492.0K
7,499
+179%
增持
ABT
ABBOTT LABS
+$489.7K
7,121
+156%
建仓
VNQ
VANGUARD INDEX FDS
+$487.1K
5,571
增持
CTAS
CINTAS CORP
+$483.4K
1,240
+137%
增持
EMR
EMERSON ELEC CO
+$475.5K
7,680
+124%
增持
—
LINDE PLC
+$467.8K
1,813
+129%
增持
SPGI
S&P GLOBAL INC
+$462.4K
1,793
+151%
建仓
SJM
SMUCKER J M CO
+$460.1K
3,648
增持
CAT
CATERPILLAR INC
+$458.9K
2,300
+125%
建仓
FICO
FAIR ISAAC CORP
+$457.1K
379
增持
O
REALTY INCOME CORP
+$443.2K
13,601
+148%
建仓
—
INTERPUBLIC GROUP COS INC
+$441.6K
13,530
增持
WSC
WILLSCOT MOBIL MINI HLDNG CO
+$439.9K
16,264
+141%
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$427.2K
5,082
增持
SYY
SYSCO CORP
+$423.6K
9,493
+125%
建仓
HRL
HORMEL FOODS CORP
+$422.1K
12,572
建仓
DHS
WISDOMTREE TR
+$421.3K
4,990
建仓
IJK
ISHARES TR
+$409.1K
4,800
增持
ISMD
NORTHERN LTS FD TR IV
+$406.1K
24,329
+86%
增持
PPG
PPG INDS INC
+$406.0K
4,903
+132%
清仓
SHYD
VANECK ETF TRUST
-$404.2K
0
-100%
建仓
GGG
GRACO INC
+$402.7K
4,475
建仓
BF/B
BROWN FORMAN CORP
+$401.6K
7,405
增持
—
PENTAIR PLC
+$401.3K
9,722
+93%
建仓
MRK
MERCK & CO INC
+$400.2K
3,331
建仓
MOH
MOLINA HEALTHCARE INC
+$399.2K
1,036
建仓
ALB
ALBEMARLE CORP
+$396.8K
2,877
建仓
IMCV
ISHARES TR
+$394.7K
5,636
建仓
PCY
INVESCO EXCH TRADED FD TR II
+$394.0K
19,183
建仓
CHRW
C H ROBINSON WORLDWIDE INC
+$391.0K
4,829
增持
DOV
DOVER CORP
+$384.8K
4,340
+100%
建仓
PFM
INVESCO EXCHANGE TRADED FD T
+$384.6K
9,328
增持
AFL
AFLAC INC
+$384.2K
7,964
+129%
增持
MCD
MCDONALDS CORP
+$383.6K
2,455
+123%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$381.2K
2,771
+125%
增持
IEZ
ISHARES TR
+$379.2K
29,166
+125%
建仓
IVV
ISHARES TR
+$377.5K
753
增持
ROP
ROPER TECHNOLOGIES INC
+$376.7K
1,183
+132%
增持
ITW
ILLINOIS TOOL WKS INC
+$369.8K
2,765
+99%
增持
TGT
TARGET CORP
+$369.0K
4,116
+105%
增持
—
CHUBB LIMITED
+$368.3K
2,584
+125%
建仓
SPLV
INVESCO EXCH TRADED FD TR II
+$368.0K
5,727
增持
EXPD
EXPEDITORS INTL WASH INC
+$366.7K
5,446
+123%
建仓
SCHX
SCHWAB STRATEGIC TR
+$366.4K
6,086
建仓
AMP
AMERIPRISE FINL INC
+$363.3K
888
增持
GPC
GENUINE PARTS CO
+$359.0K
4,229
+123%
增持
PEP
PEPSICO INC
+$357.7K
3,912
+110%
增持
CLX
CLOROX CO DEL
+$356.3K
4,156
+129%
建仓
—
STERIS PLC
+$355.7K
1,600
增持
IBKR
INTERACTIVE BROKERS GROUP IN
+$351.2K
5,820
+123%
清仓
GOOG
ALPHABET INC
-$347.0K
0
-100%
增持
MMM
3M CO
+$339.3K
5,658
+129%
增持
CVX
CHEVRON CORP NEW
+$339.3K
4,780
+81%
增持
AOS
SMITH A O CORP
+$338.8K
7,211
+111%
增持
ECL
ECOLAB INC
+$338.2K
2,905
+102%
增持
CL
COLGATE PALMOLIVE CO
+$336.9K
7,385
+103%
建仓
VYM
VANGUARD WHITEHALL FDS
+$335.0K
2,808
增持
BEN
FRANKLIN RESOURCES INC
+$333.5K
20,436
+136%
增持
—
AMCOR PLC
+$330.2K
57,777
+150%
建仓
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$329.3K
17,100
增持
ATO
ATMOS ENERGY CORP
+$325.0K
4,899
+127%
增持
IDLV
INVESCO EXCH TRADED FD TR II
+$315.6K
21,404
+111%
建仓
GL
GLOBE LIFE INC
+$314.0K
2,637
增持
SHW
SHERWIN WILLIAMS CO
+$313.7K
2,375
+59%
建仓
—
R1 RCM INC
+$305.9K
26,100
增持
CAH
CARDINAL HEALTH INC
+$304.5K
5,590
+94%
增持
VBK
VANGUARD INDEX FDS
+$303.3K
2,665
+75%
增持
ESS
ESSEX PPTY TR INC
+$302.7K
2,268
+120%
建仓
BITO
PROSHARES TR
+$301.0K
13,846
建仓
RTX
RTX CORPORATION
+$299.1K
3,293
增持
WST
WEST PHARMACEUTICAL SVSC INC
+$297.0K
1,509
+99%
清仓
USMV
ISHARES TR
-$293.7K
0
-100%
增持
ED
CONSOLIDATED EDISON INC
+$285.0K
5,897
+114%
增持
BRO
BROWN & BROWN INC
+$284.7K
6,473
+100%
建仓
GME
GAMESTOP CORP NEW
+$283.8K
18,834
建仓
VTI
VANGUARD INDEX FDS
+$282.6K
1,112
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$280.7K
4,002
+53%
建仓
ORCL
ORACLE CORP
+$279.6K
2,420
