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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 58
增持 64
减持 17
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
VWOB
VANGUARD WHITEHALL FDS
-$3.0M
9,419
-83%
增持
MSFT
MICROSOFT CORP
+$2.8M
19,538
+5%
增持
SCHZ
SCHWAB STRATEGIC TR
+$2.8M
668,043
+23%
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
SHW
SHERWIN WILLIAMS CO
+$1.6M
7,977
+141%
增持
NVDA
NVIDIA CORPORATION
+$1.6M
24,540
+8%
增持
VCLT
VANGUARD SCOTTSDALE FDS
+$1.5M
119,517
+22%
增持
JPM
JPMORGAN CHASE & CO.
+$1.4M
7,096
+188%
增持
SPEM
SPDR INDEX SHS FDS
+$1.4M
159,530
+15%
建仓
WFC
WELLS FARGO CO NEW
+$1.4M
16,473
增持
VIGI
VANGUARD WHITEHALL FDS
+$1.3M
116,462
+6%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$1.2M
124,265
+13%
增持
PM
PHILIP MORRIS INTL INC
+$1.2M
7,808
+446%
减持
—
ROYAL CARIBBEAN GROUP
+$1.0M
7,422
-0%
建仓
CMCSA
COMCAST CORP NEW
+$978.8K
27,382
增持
SCHP
SCHWAB STRATEGIC TR
+$969.3K
106,883
+54%
减持
SPHY
SPDR SERIES TRUST
-$924.0K
45,345
-47%
增持
META
META PLATFORMS INC
+$921.7K
3,416
+26%
建仓
ENB
ENBRIDGE INC
+$871.8K
19,596
增持
SPSB
SPDR SERIES TRUST
+$821.2K
152,946
+22%
增持
SCHG
SCHWAB STRATEGIC TR
+$802.3K
101,925
+16%
建仓
ETR
ENTERGY CORP NEW
+$777.6K
9,469
增持
—
MEDTRONIC PLC
+$741.6K
13,432
+165%
建仓
BKNG
BOOKING HOLDINGS INC
+$737.7K
129
减持
AAPL
APPLE INC
-$703.3K
53,872
-1%
建仓
BLK
BLACKROCK INC
+$695.6K
630
建仓
LAMR
LAMAR ADVERTISING CO NEW
+$658.1K
5,252
增持
AMZN
AMAZON COM INC
+$653.2K
12,547
+12%
增持
—
EXXON MOBIL CORP
+$642.2K
13,439
+77%
清仓
FTCS
FIRST TR EXCHANGE-TRADED FD
-$631.1K
0
-100%
增持
BDX
BECTON DICKINSON & CO
+$631.0K
6,233
+199%
建仓
GSK
GSK PLC
+$618.3K
15,622
建仓
TFC
TRUIST FINL CORP
+$612.4K
13,459
增持
ORCL
ORACLE CORP
+$586.0K
3,709
+80%
增持
IAGG
ISHARES TR
+$583.2K
45,632
+31%
建仓
BOXX
EA SERIES TRUST
+$570.8K
5,062
建仓
AMT
AMERICAN TOWER CORP NEW
+$556.3K
2,517
清仓
IWF
ISHARES TR
-$556.1K
0
-100%
清仓
IWD
ISHARES TR
-$552.6K
0
-100%
建仓
SCHW
SCHWAB CHARLES CORP
+$535.4K
5,754
增持
VTI
VANGUARD INDEX FDS
+$523.9K
4,042
+54%
增持
LYG
LLOYDS BANKING GROUP PLC
+$514.6K
134,677
+1026%
增持
IVV
ISHARES TR
+$514.1K
1,675
+74%
减持
FLOT
ISHARES TR
-$509.5K
7,918
-56%
建仓
BND
VANGUARD BD INDEX FDS
+$509.0K
6,963
增持
APD
AIR PRODS & CHEMS INC
+$508.5K
3,265
+110%
清仓
HYLB
DBX ETF TR
-$506.1K
0
-100%
增持
SBUX
STARBUCKS CORP
+$489.2K
7,513
+227%
建仓
OMC
OMNICOM GROUP INC
+$486.3K
6,622
增持
DVYE
ISHARES INC
+$468.6K
254,778
+1%
建仓
AMGN
AMGEN INC
+$462.3K
1,539
建仓
UPS
UNITED PARCEL SERVICE INC
+$453.2K
4,404
建仓
PFE
PFIZER INC
+$439.1K
17,033
增持
KO
COCA COLA CO
+$433.0K
17,964
+58%
增持
AVGO
BROADCOM INC
+$420.2K
3,387
+11%
增持
GOOGL
ALPHABET INC
+$410.9K
9,931
+13%
建仓
WEC
WEC ENERGY GROUP INC
+$404.0K
3,823
建仓
CAG
CONAGRA BRANDS INC
+$396.9K
20,362
增持
DUK
DUKE ENERGY CORP NEW
+$395.5K
7,161
+94%
增持
GOOG
ALPHABET INC
+$391.9K
5,392
+47%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$390.5K
14,193
+1%
清仓
FIVA
FIDELITY COVINGTON TRUST
-$390.0K
0
-100%
增持
GPC
GENUINE PARTS CO
+$389.3K
6,778
+75%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$380.9K
12,757
+145%
建仓
HII
HUNTINGTON INGALLS INDS INC
+$374.3K
1,450
建仓
FTLS
FIRST TR EXCH TRADED FD III
+$373.9K
5,659
建仓
ECHO
ECHOSTAR CORP
+$367.0K
11,425
减持
MGC
VANGUARD WORLD FD
-$361.6K
2,532
-46%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$357.2K
2,609
+79%
建仓
TXN
TEXAS INSTRS INC
+$356.5K
1,623
建仓
GEV
GE VERNOVA INC
+$340.9K
632
减持
TSLA
TESLA INC
+$340.8K
6,894
-0%
建仓
FIS
FIDELITY NATL INFORMATION SV
+$336.2K
4,191
建仓
PRF
INVESCO EXCHANGE TRADED FD T
+$335.1K
7,785
建仓
—
EATON CORP PLC
+$324.4K
907
增持
V
VISA INC
+$315.2K
4,106
+26%
增持
VZ
VERIZON COMMUNICATIONS INC
+$312.9K
13,966
+123%
增持
SYY
SYSCO CORP
+$312.7K
11,367
+49%
建仓
ADI
ANALOG DEVICES INC
+$312.1K
1,273
建仓
JAAA
JANUS DETROIT STR TR
+$305.7K
6,040
建仓
BAC
BANK AMERICA CORP
+$300.7K
6,403
建仓
LW
LAMB WESTON HLDGS INC
+$297.3K
5,787
建仓
MCK
MCKESSON CORP
+$297.2K
416
增持
ES
EVERSOURCE ENERGY
+$296.0K
8,205
+107%
清仓
VT
VANGUARD INTL EQUITY INDEX F
-$291.3K
0
-100%
建仓
NVS
NOVARTIS AG
+$285.1K
2,304
增持
GD
GENERAL DYNAMICS CORP
+$282.6K
2,864
+33%
建仓
—
UNILEVER PLC
+$280.4K
4,561
建仓
BBWI
BATH & BODY WORKS INC
+$275.5K
8,188
建仓
NFLX
NETFLIX INC
+$275.3K
220
增持
SPY
SPDR S&P 500 ETF TR
+$275.1K
2,230
+11%
建仓
ICVT
ISHARES TR
+$271.0K
2,980
建仓
KMX
CARMAX INC
+$269.6K
4,028
建仓
DIS
DISNEY WALT CO
+$268.3K
2,198
建仓
AMAT
APPLIED MATLS INC
+$267.3K
1,350
建仓
EIX
EDISON INTL
+$264.4K
5,074
建仓
ELV
ELEVANCE HEALTH INC
+$261.1K
755
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$260.4K
4,708
+26%
增持
CTA
SIMPLIFY EXCHANGE TRADED FUN
+$259.7K
18,699
+118%
减持
MCD
MCDONALDS CORP
-$258.0K
17,828
-0%
建仓
EBAY
EBAY INC.
+$255.2K
3,305
清仓
FVD
FIRST TR VALUE LINE DIVID IN
-$252.9K
0
-100%
建仓
BNY
BANK NEW YORK MELLON CORP
+$252.0K
2,691
增持
VB
VANGUARD INDEX FDS
+$248.3K
6,781
+7%
建仓
NET
CLOUDFLARE INC
+$243.3K
1,337
增持
MA
MASTERCARD INCORPORATED
+$243.1K
1,171
+54%
建仓
BSY
BENTLEY SYS INC
+$238.1K
4,201
增持
BIBL
NORTHERN LTS FD TR IV
+$235.0K
63,701
+1%
建仓
PJT
PJT PARTNERS INC
+$233.6K
1,308
建仓
WMG
WARNER MUSIC GROUP CORP
+$230.1K
7,688
减持
SCHD
SCHWAB STRATEGIC TR
-$227.6K
10,166
-44%
建仓
COIN
COINBASE GLOBAL INC
+$225.3K
579
建仓
ATI
ATI INC
+$222.0K
2,521
清仓
GM
GENERAL MTRS CO
-$221.8K
0
-100%
建仓
ALK
ALASKA AIR GROUP INC
+$221.1K
4,081
增持
UNH
UNITEDHEALTH GROUP INC
-$217.1K
1,263
+11%
建仓
SCHM
SCHWAB STRATEGIC TR
+$216.8K
7,511
建仓
PRDO
PERDOCEO ED CORP
+$216.7K
7,337
建仓
STEP
STEPSTONE GROUP INC
+$212.1K
3,524
清仓
ZROZ
PIMCO ETF TR
-$208.4K
0
-100%
建仓
USFD
US FOODS HLDG CORP
+$208.2K
2,594
增持
SCHX
SCHWAB STRATEGIC TR
+$208.1K
33,113
+19%
建仓
CG
CARLYLE GROUP INC
+$206.4K
3,528
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$204.7K
3,173
建仓
GKOS
GLAUKOS CORP
+$203.9K
1,914
增持
AXP
AMERICAN EXPRESS CO
+$203.2K
3,441
+1%
增持
GE
GE AEROSPACE
+$202.1K
3,709
+1%
清仓
CRVL
CORVEL CORP
-$201.0K
0
-100%
减持
IEZ
ISHARES TR
-$198.9K
16,970
-35%
增持
COP
CONOCOPHILLIPS
+$192.9K
4,487
+100%
增持
ALB
ALBEMARLE CORP
+$192.5K
7,979
+44%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$191.9K
1,493
-27%
增持
LOW
LOWES COS INC
+$189.2K
4,297
+27%
减持
VLUE
ISHARES TR
-$186.5K
3,095
-40%
增持
ITW
ILLINOIS TOOL WKS INC
+$176.3K
3,592
+17%
增持
WMT
WALMART INC
+$168.5K
17,756
+3%
增持
IBKR
INTERACTIVE BROKERS GROUP IN
+$162.1K
10,475
+281%
减持
IGIB
ISHARES TR
-$151.7K
56,007
-6%
增持
VOO
VANGUARD INDEX FDS
+$150.5K
1,669
+6%
增持
NDSN
NORDSON CORP
+$149.2K
2,737
+20%
增持
CSCO
CISCO SYS INC
+$142.6K
9,300
+15%
减持
BIL
SPDR SERIES TRUST
-$140.7K
35,956
-4%
增持
NUE
NUCOR CORP
+$140.3K
3,747
+14%
清仓
RIVN
RIVIAN AUTOMOTIVE INC
-$140.1K
0
-100%
减持
EMR
EMERSON ELEC CO
+$139.0K
5,078
-3%
增持
FRT
FEDERAL RLTY INVT TR NEW
+$133.1K
5,575
+36%
增持
BITB
BITWISE BITCOIN ETF TR
+$130.7K
7,019
+4%
减持
VBK
VANGUARD INDEX FDS
+$130.3K
5,133
-2%
减持
CAT
CATERPILLAR INC
+$128.5K
1,911
-3%
增持
VTEB
VANGUARD MUN BD FDS
+$125.0K
21,969
+15%
增持
RTX
RTX CORPORATION
+$120.6K
2,551
+34%
