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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 6
增持 10
减持 77
清仓 57
方向
标的
Δ市值
现股数(环比)
减持
BIV
VANGUARD BD INDEX FDS
-$8.2M
19,213
-84%
增持
SCHZ
SCHWAB STRATEGIC TR
+$5.4M
313,998
+769%
减持
DVYE
ISHARES INC
-$3.5M
157,382
-41%
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
VIGI
VANGUARD WHITEHALL FDS
-$2.1M
65,016
-22%
减持
HYLB
DBX ETF TR
-$1.8M
12,233
-80%
减持
BIL
SPDR SER TR
-$1.6M
29,548
-37%
减持
SPHY
SPDR SER TR
-$1.3M
48,717
-53%
减持
SPEM
SPDR INDEX SHS FDS
-$1.3M
73,253
-27%
减持
IGIB
ISHARES TR
-$1.3M
48,974
-31%
减持
NVDA
NVIDIA CORPORATION
-$1.2M
7,145
-61%
减持
GE
GE AEROSPACE
-$979.4K
2,458
-67%
减持
VTEB
VANGUARD MUN BD FDS
-$948.4K
9,187
-67%
清仓
JMIA
JUMIA TECHNOLOGIES AG
-$945.2K
0
-100%
减持
VCLT
VANGUARD SCOTTSDALE FDS
-$819.3K
51,277
-10%
减持
BIBL
NORTHERN LTS FD TR IV
-$784.2K
36,334
-33%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$769.1K
64,152
-9%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$763.6K
29,906
+147%
清仓
AXP
AMERICAN EXPRESS CO
-$745.0K
0
-100%
减持
SPSB
SPDR SER TR
-$728.0K
71,911
-24%
减持
MSFT
MICROSOFT CORP
-$697.2K
2,797
-36%
减持
VWOB
VANGUARD WHITEHALL FDS
-$632.7K
33,159
-19%
增持
VBK
VANGUARD INDEX FDS
+$605.8K
3,494
+139%
清仓
ZROZ
PIMCO ETF TR
-$602.6K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$593.6K
2,140
-61%
清仓
HYMB
SPDR SER TR
-$560.7K
0
-100%
减持
IVV
ISHARES TR
-$537.9K
565
-63%
减持
WMT
WALMART INC
-$535.6K
8,285
-48%
减持
DFP
FLAHERTY & CRUMRINE DYNAMIC
-$530.4K
24,339
-48%
建仓
SPTS
SPDR SER TR
+$523.3K
17,525
清仓
WSC
WILLSCOT HLDGS CORP
-$502.3K
0
-100%
减持
LLY
ELI LILLY & CO
-$499.3K
707
-40%
减持
DFAC
DIMENSIONAL ETF TRUST
-$494.4K
7,240
-67%
建仓
SCHD
SCHWAB STRATEGIC TR
+$477.2K
17,467
清仓
VV
VANGUARD INDEX FDS
-$473.7K
0
-100%
清仓
GEV
GE VERNOVA INC
-$467.6K
0
-100%
减持
AAPL
APPLE INC
-$459.0K
63,870
-10%
减持
LOW
LOWES COS INC
-$445.3K
1,209
-56%
增持
MGV
VANGUARD WORLD FD
+$425.8K
10,700
+44%
清仓
PGR
PROGRESSIVE CORP
-$425.8K
0
-100%
清仓
PZA
INVESCO EXCH TRADED FD TR II
-$425.1K
0
-100%
减持
V
VISA INC
-$412.9K
2,373
-44%
清仓
HD
HOME DEPOT INC
-$400.2K
0
-100%
减持
ABBV
ABBVIE INC
-$398.3K
2,324
-44%
减持
—
EXXON MOBIL CORP
-$392.7K
3,117
-50%
减持
JNJ
JOHNSON & JOHNSON
-$385.7K
2,579
-45%
清仓
SCHX
SCHWAB STRATEGIC TR
-$381.4K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$352.6K
1,326
-36%
减持
AMZN
AMAZON COM INC
-$350.0K
8,398
-29%
增持
VBR
VANGUARD INDEX FDS
+$338.7K
4,221
+67%
减持
GD
GENERAL DYNAMICS CORP
-$323.3K
1,171
-44%
清仓
SDY
SPDR SER TR
-$321.9K
0
-100%
清仓
FMAO
FARMERS & MERCHANTS BANCORP
-$320.9K
0
-100%
增持
HFXI
NEW YORK LIFE INVESTMENTS ET
+$319.3K
40,510
+45%
清仓
PEY
INVESCO EXCHANGE TRADED FD T
-$317.1K
0
-100%
清仓
SWK
STANLEY BLACK & DECKER INC
-$301.4K
0
-100%
清仓
FICO
FAIR ISAAC CORP
-$301.2K
0
-100%
清仓
KMB
KIMBERLY-CLARK CORP
-$296.2K
0
-100%
清仓
PRF
INVESCO EXCHANGE TRADED FD T
-$295.0K
0
-100%
清仓
DFUV
DIMENSIONAL ETF TRUST
-$293.0K
0
-100%
清仓
BEN
FRANKLIN RESOURCES INC
-$290.7K
0
-100%
减持
META
META PLATFORMS INC
-$289.7K
2,219
-21%
减持
O
REALTY INCOME CORP
-$287.5K
4,087
-49%
清仓
ALB
ALBEMARLE CORP
-$285.6K
0
-100%
清仓
BDX
BECTON DICKINSON & CO
-$285.4K
0
-100%
清仓
ORCL
ORACLE CORP
-$279.6K
0
-100%
清仓
GGG
GRACO INC
-$278.4K
0
-100%
清仓
SJM
SMUCKER J M CO
-$277.8K
0
-100%
清仓
ADM
ARCHER DANIELS MIDLAND CO
-$274.5K
0
-100%
清仓
HUBB
HUBBELL INC
-$274.1K
0
-100%
减持
KO
COCA COLA CO
-$273.9K
4,225
-44%
清仓
NHC
NATIONAL HEALTHCARE CORP
-$272.2K
0
-100%
清仓
SO
SOUTHERN CO
-$270.5K
0
-100%
清仓
BF/B
BROWN FORMAN CORP
-$267.4K
0
-100%
清仓
NDSN
NORDSON CORP
-$263.9K
0
-100%
建仓
IMCG
ISHARES TR
+$262.1K
3,341
清仓
GLD
SPDR GOLD TR
-$261.8K
0
-100%
清仓
RTX
RTX CORPORATION
-$254.2K
0
-100%
清仓
KVUE
KENVUE INC
-$252.0K
0
-100%
清仓
MRK
MERCK & CO INC
-$249.7K
0
-100%
清仓
USFD
US FOODS HLDG CORP
-$248.2K
0
-100%
清仓
—
MEDTRONIC PLC
-$247.4K
0
-100%
减持
PEP
PEPSICO INC
-$246.0K
1,367
-49%
减持
IBKR
INTERACTIVE BROKERS GROUP IN
-$238.1K
2,062
-53%
清仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$236.8K
0
-100%
增持
SCHF
SCHWAB STRATEGIC TR
-$235.3K
15,807
+23%
清仓
DHS
WISDOMTREE TR
-$234.0K
0
-100%
清仓
JPM
JPMORGAN CHASE & CO.
-$227.4K
0
-100%
清仓
HRL
HORMEL FOODS CORP
-$227.3K
0
-100%
清仓
FAST
FASTENAL CO
-$225.8K
0
-100%
建仓
IMCV
ISHARES TR
+$225.7K
3,015
建仓
BITB
BITWISE BITCOIN ETF TR
+$224.8K
4,420
清仓
VNQ
VANGUARD INDEX FDS
-$224.5K
0
-100%
清仓
MOH
MOLINA HEALTHCARE INC
-$223.6K
0
-100%
清仓
MMM
3M CO
-$223.4K
0
-100%
减持
NUE
NUCOR CORP
-$221.1K
1,865
-36%
清仓
—
INTERPUBLIC GROUP COS INC
-$220.7K
0
-100%
清仓
GME
GAMESTOP CORP NEW
-$220.4K
0
-100%
清仓
UNH
UNITEDHEALTH GROUP INC
-$219.8K
0
-100%
建仓
FLOT
ISHARES TR
+$219.3K
4,310
清仓
JPST
J P MORGAN EXCHANGE TRADED F
-$217.6K
0
-100%
清仓
PFM
INVESCO EXCHANGE TRADED FD T
-$217.1K
0
-100%
清仓
INDA
ISHARES TR
-$217.0K
0
-100%
清仓
USFR
WISDOMTREE TR
-$216.1K
0
-100%
减持
CTAS
CINTAS CORP
-$213.2K
1,827
-32%
减持
—
PENTAIR PLC
-$211.6K
3,758
-38%
清仓
GPOR
GULFPORT ENERGY OPERATING CO
-$210.5K
0
-100%
减持
DUK
DUKE ENERGY CORP NEW
-$209.9K
2,054
-46%
清仓
VTV
VANGUARD INDEX FDS
-$209.8K
0
-100%
清仓
AMP
AMERIPRISE FINL INC
-$208.6K
0
-100%
减持
—
LINDE PLC
-$206.3K
639
-36%
清仓
SPLV
INVESCO EXCH TRADED FD TR II
-$204.7K
0
-100%
增持
SCHP
SCHWAB STRATEGIC TR
-$201.1K
33,117
+68%
减持
SAIA
SAIA INC
-$200.7K
558
-47%
清仓
—
R1 RCM INC
-$199.4K
0
-100%
减持
CHD
CHURCH & DWIGHT CO INC
-$187.1K
2,163
-45%
减持
SPGI
S&P GLOBAL INC
-$185.0K
604
-36%
减持
ISMD
NORTHERN LTS FD TR IV
-$184.1K
8,359
-36%
减持
AFL
AFLAC INC
-$173.2K
3,173
-29%
减持
SHW
SHERWIN WILLIAMS CO
-$169.5K
771
-32%
减持
MCD
MCDONALDS CORP
-$163.3K
822
-38%
减持
AOS
SMITH A O CORP
-$162.8K
3,002
-26%
减持
CAT
CATERPILLAR INC
-$159.0K
866
-28%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$158.7K
1,357
-35%
减持
ABT
ABBOTT LABS
-$156.4K
2,670
-34%
增持
VTI
VANGUARD INDEX FDS
+$154.3K
1,778
+38%
减持
CL
COLGATE PALMOLIVE CO
-$152.5K
2,632
-30%
减持
EXPD
EXPEDITORS INTL WASH INC
-$152.3K
2,180
-27%
减持
VYM
VANGUARD WHITEHALL FDS
-$150.7K
3,273
-26%
减持
CVX
CHEVRON CORP NEW
-$149.8K
1,978
-34%
减持
ITW
ILLINOIS TOOL WKS INC
-$148.2K
1,055
-34%
减持
DOV
DOVER CORP
-$148.1K
1,622
-32%
减持
—
AMCOR PLC
-$145.6K
23,680
-27%
减持
SYY
SYSCO CORP
-$141.6K
3,769
-31%
减持
PPG
PPG INDS INC
-$141.1K
2,265
-27%
减持
—
CHUBB LIMITED
-$140.7K
977
-31%
减持
GPC
GENUINE PARTS CO
-$138.9K
2,196
-23%
减持
SPY
SPDR S&P 500 ETF TR
-$129.8K
502
-32%
减持
IEZ
ISHARES TR
-$129.5K
32,519
-16%
减持
EMR
EMERSON ELEC CO
-$125.9K
2,794
-35%
减持
ROP
ROPER TECHNOLOGIES INC
-$123.8K
457
-30%
减持
CLX
CLOROX CO DEL
-$121.4K
1,474
-33%
增持
SLV
ISHARES SILVER TR
+$120.9K
20,756
+39%
减持
GWW
GRAINGER W W INC
-$115.6K
298
-28%
减持
ATO
ATMOS ENERGY CORP
-$115.2K
1,960
-30%
减持
EMXC
ISHARES INC
-$114.4K
11,042
-7%
减持
ED
CONSOLIDATED EDISON INC
-$113.8K
2,292
-25%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$112.9K
1,112
-30%
减持
TGT
TARGET CORP
-$112.9K
1,504
-26%
减持
VB
VANGUARD INDEX FDS
-$111.9K
5,038
-10%
减持
ECL
ECOLAB INC
-$107.3K
1,029
-25%
