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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 77
增持 68
减持 1
清仓 4
方向
标的
Δ市值
现股数(环比)
建仓
CRM
SALESFORCE INC
+$6.7M
24,898
增持
MSFT
MICROSOFT CORP
+$5.8M
18,558
+563%
增持
SCHZ
SCHWAB STRATEGIC TR
+$5.5M
544,042
+73%
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
MCD
MCDONALDS CORP
+$5.3M
17,858
+2073%
增持
VIGI
VANGUARD WHITEHALL FDS
+$3.9M
109,912
+69%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$3.8M
109,988
+71%
减持
AAPL
APPLE INC
-$3.8M
54,681
-14%
增持
VCLT
VANGUARD SCOTTSDALE FDS
+$3.6M
98,301
+92%
增持
DVYE
ISHARES INC
+$2.8M
253,461
+61%
增持
SPEM
SPDR INDEX SHS FDS
+$2.6M
138,600
+89%
增持
CINF
CINCINNATI FINL CORP
+$2.3M
27,606
+120%
增持
SPSB
SPDR SER TR
+$1.6M
125,418
+74%
建仓
EELV
INVESCO EXCH TRADED FD TR II
+$1.5M
62,938
建仓
—
ROYAL CARIBBEAN GROUP
+$1.5M
7,425
增持
NVDA
NVIDIA CORPORATION
+$1.5M
22,744
+218%
增持
VWOB
VANGUARD WHITEHALL FDS
+$1.5M
55,851
+68%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.4M
3,739
+182%
增持
BIV
VANGUARD BD INDEX FDS
+$1.3M
35,279
+84%
增持
TSLA
TESLA INC
+$1.1M
6,928
+279%
增持
BIBL
NORTHERN LTS FD TR IV
+$1.0M
63,233
+74%
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$1.0M
14,106
增持
SCHP
SCHWAB STRATEGIC TR
+$1.0M
69,457
+110%
建仓
AXP
AMERICAN EXPRESS CO
+$918.8K
3,415
增持
SHW
SHERWIN WILLIAMS CO
+$893.9K
3,315
+330%
增持
DFP
FLAHERTY & CRUMRINE DYNAMIC
+$864.4K
66,686
+174%
增持
SPHY
SPDR SER TR
+$850.2K
85,189
+75%
增持
SPY
SPDR S&P 500 ETF TR
+$830.1K
2,004
+299%
建仓
MUNI
PIMCO ETF TR
+$766.8K
14,875
增持
WMT
WALMART INC
+$752.7K
17,208
+108%
增持
BIL
SPDR SER TR
+$730.4K
37,416
+27%
增持
IAGG
ISHARES TR
+$722.0K
34,825
+71%
增持
PG
PROCTER AND GAMBLE CO
+$708.3K
6,265
+193%
建仓
PZA
INVESCO EXCH TRADED FD TR II
+$697.9K
30,292
增持
FLOT
ISHARES TR
+$693.4K
17,879
+315%
增持
—
ISHARES TR
+$688.4K
35,362
+265%
建仓
MOS
MOSAIC CO NEW
+$666.6K
24,680
建仓
FTCS
FIRST TR EXCHANGE-TRADED FD
+$631.1K
7,040
建仓
HYMB
SPDR SER TR
+$629.0K
24,939
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$627.6K
3,747
+176%
建仓
SCHX
SCHWAB STRATEGIC TR
+$612.5K
27,738
清仓
EMXC
ISHARES INC
-$612.3K
0
-100%
建仓
JPM
JPMORGAN CHASE & CO.
+$605.2K
2,467
增持
DFAC
DIMENSIONAL ETF TRUST
+$597.4K
25,699
+255%
建仓
UNH
UNITEDHEALTH GROUP INC
+$595.5K
1,137
建仓
FMB
FIRST TR EXCH TRADED FD III
+$593.6K
11,773
增持
IGIB
ISHARES TR
+$592.6K
59,312
+21%
建仓
PGR
PROGRESSIVE CORP
+$577.3K
2,040
增持
—
EXXON MOBIL CORP
+$567.1K
7,590
+144%
建仓
IWF
ISHARES TR
+$556.1K
1,540
增持
KO
COCA COLA CO
+$554.3K
11,390
+170%
建仓
IWD
ISHARES TR
+$552.6K
2,937
增持
SCHG
SCHWAB STRATEGIC TR
+$546.4K
87,752
+49%
建仓
VLUE
ISHARES TR
+$545.6K
5,116
增持
MGV
VANGUARD WORLD FD
+$524.5K
14,752
+38%
清仓
SPTS
SPDR SER TR
-$523.3K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$516.6K
5,377
+108%
增持
MGC
VANGUARD WORLD FD
+$516.5K
4,655
+135%
建仓
AVGO
BROADCOM INC
+$512.4K
3,061
建仓
SJM
SMUCKER J M CO
+$509.0K
4,300
增持
GOOGL
ALPHABET INC
+$507.7K
8,750
+95%
增持
QQQ
INVESCO QQQ TR
+$504.2K
2,679
+82%
建仓
MUB
ISHARES TR
+$504.0K
4,780
建仓
CSCO
CISCO SYS INC
+$500.7K
8,113
增持
ITW
ILLINOIS TOOL WKS INC
+$496.6K
3,064
+190%
增持
LOW
LOWES COS INC
+$491.4K
3,389
+180%
建仓
HD
HOME DEPOT INC
+$489.8K
1,336
增持
VTEB
VANGUARD MUN BD FDS
+$489.6K
19,148
+108%
建仓
HWM
HOWMET AEROSPACE INC
+$486.5K
3,750
建仓
BDX
BECTON DICKINSON & CO
+$477.5K
2,085
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$473.4K
2,611
+135%
建仓
KVUE
KENVUE INC
+$471.6K
19,664
建仓
USMV
ISHARES TR
+$460.8K
4,919
建仓
NDSN
NORDSON CORP
+$460.5K
2,275
建仓
—
MEDTRONIC PLC
+$458.9K
5,071
建仓
MMM
3M CO
+$449.4K
3,062
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$449.2K
39,615
+32%
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$436.5K
8,588
建仓
SCHA
SCHWAB STRATEGIC TR
+$426.6K
18,208
建仓
MA
MASTERCARD INCORPORATED
+$417.7K
762
建仓
TIPX
SPDR SER TR
+$415.3K
21,643
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$415.1K
2,140
建仓
KMB
KIMBERLY-CLARK CORP
+$413.5K
2,883
建仓
BUCK
SIMPLIFY EXCHANGE TRADED FUN
+$407.2K
16,499
建仓
SHYD
VANECK ETF TRUST
+$405.7K
18,040
增持
ABBV
ABBVIE INC
+$403.1K
3,909
+68%
建仓
ALB
ALBEMARLE CORP
+$400.0K
5,525
建仓
JMIA
JUMIA TECHNOLOGIES AG
+$398.5K
185,350
建仓
FIVA
FIDELITY COVINGTON TRUST
+$390.0K
14,635
增持
V
VISA INC
+$389.6K
3,270
+38%
建仓
SDY
SPDR SER TR
+$377.1K
2,780
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$371.7K
2,045
+79%
建仓
ERIE
ERIE INDTY CO
+$368.4K
879
建仓
COWZ
PACER FDS TR
+$367.2K
6,705
增持
—
LINDE PLC
+$359.3K
1,351
+111%
建仓
IDLV
INVESCO EXCH TRADED FD TR II
+$354.3K
11,683
建仓
GLD
SPDR GOLD TR
+$347.8K
1,207
建仓
COST
COSTCO WHSL CORP NEW
+$342.7K
362
建仓
PEY
INVESCO EXCHANGE TRADED FD T
+$342.7K
15,960
增持
CTAS
CINTAS CORP
+$342.0K
3,305
+81%
建仓
HRL
HORMEL FOODS CORP
+$339.6K
10,982
增持
CAT
CATERPILLAR INC
+$334.7K
1,965
+127%
建仓
BSV
VANGUARD BD INDEX FDS
+$329.7K
4,211
建仓
MRK
MERCK & CO INC
+$327.5K
3,623
增持
VBK
VANGUARD INDEX FDS
+$326.8K
5,259
+51%
增持
GE
GE AEROSPACE
+$325.6K
3,671
+49%
建仓
MRSH
MARSH & MCLENNAN COS INC
+$324.3K
1,329
建仓
BEN
FRANKLIN RESOURCES INC
+$313.4K
16,022
建仓
FDS
FACTSET RESH SYS INC
+$311.6K
685
建仓
ADM
ARCHER DANIELS MIDLAND CO
+$310.0K
6,458
增持
CVX
CHEVRON CORP NEW
+$304.0K
3,545
+79%
增持
CAH
CARDINAL HEALTH INC
+$303.5K
4,281
+78%
建仓
FAST
FASTENAL CO
+$301.1K
3,883
建仓
BF/B
BROWN FORMAN CORP
+$294.6K
8,630
建仓
RSG
REPUBLIC SVCS INC
+$293.3K
1,211
建仓
CORT
CORCEPT THERAPEUTICS INC
+$292.5K
2,561
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$291.3K
2,512
增持
AMZN
AMAZON COM INC
+$290.1K
11,224
+34%
建仓
ORCL
ORACLE CORP
+$287.5K
2,056
增持
SYY
SYSCO CORP
+$287.1K
7,642
+103%
建仓
SWK
STANLEY BLACK & DECKER INC
+$286.1K
3,723
建仓
VTV
VANGUARD INDEX FDS
+$285.8K
1,654
建仓
BTC
GRAYSCALE BITCOIN MINI TR ET
+$285.2K
4,925
建仓
IOO
ISHARES TR
+$283.8K
2,947
建仓
VZ
VERIZON COMMUNICATIONS INC
+$283.6K
6,253
建仓
IJR
ISHARES TR
+$281.6K
2,693
增持
GD
GENERAL DYNAMICS CORP
+$281.5K
2,161
+85%
增持
CHD
CHURCH & DWIGHT CO INC
+$280.9K
4,613
+113%
建仓
FLRN
SPDR SER TR
+$278.9K
9,050
增持
PEP
PEPSICO INC
+$278.5K
3,238
+137%
建仓
FMAO
FARMERS & MERCHANTS BANCORP
+$277.5K
11,607
增持
ABT
ABBOTT LABS
+$273.4K
4,371
+64%
增持
—
PENTAIR PLC
+$271.4K
7,416
+97%
增持
AOS
SMITH A O CORP
+$271.0K
7,267
+142%
增持
BRO
BROWN & BROWN INC
+$269.7K
4,208
+71%
增持
MKC
MCCORMICK & CO INC
+$269.5K
6,007
+104%
增持
VBR
VANGUARD INDEX FDS
+$269.0K
5,987
+42%
建仓
JPST
J P MORGAN EXCHANGE TRADED F
+$263.6K
5,206
增持
ROP
ROPER TECHNOLOGIES INC
+$262.1K
851
+86%
建仓
VOE
VANGUARD INDEX FDS
+$260.7K
1,624
建仓
LDOS
LEIDOS HOLDINGS INC
+$260.2K
1,928
增持
AFL
AFLAC INC
+$258.0K
5,273
+66%
建仓
SPYM
SPDR SER TR
+$257.1K
3,910
清仓
SAIA
SAIA INC
-$255.4K
0
-100%
建仓
CTA
SIMPLIFY EXCHANGE TRADED FUN
+$254.4K
8,593
增持
META
META PLATFORMS INC
+$253.2K
2,711
+22%
建仓
FVD
FIRST TR VALUE LINE DIVID IN
+$252.9K
5,672
建仓
RTX
RTX CORPORATION
+$252.8K
1,909
建仓
HUBB
HUBBELL INC
+$249.8K
755
清仓
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$248.5K
0
-100%
增持
ED
CONSOLIDATED EDISON INC
+$248.2K
4,106
+79%
