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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 19
增持 46
减持 60
清仓 25
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$2.5M
54,940
+2%
增持
SPEM
SPDR INDEX SHS FDS
+$2.1M
188,699
+18%
建仓
RDDT
REDDIT INC
+$1.6M
7,485
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
UNH
UNITEDHEALTH GROUP INC
+$886.3K
3,439
+172%
增持
SCHX
SCHWAB STRATEGIC TR
+$871.2K
63,580
+92%
增持
SCHF
SCHWAB STRATEGIC TR
+$870.4K
58,511
+159%
增持
SCHZ
SCHWAB STRATEGIC TR
+$853.8K
694,514
+4%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$834.7K
29,227
+129%
减持
LAC
LITHIUM AMERS CORP NEW
+$791.9K
163,824
-11%
增持
VCLT
VANGUARD SCOTTSDALE FDS
+$744.5K
125,873
+5%
减持
VB
VANGUARD INDEX FDS
-$656.4K
3,925
-42%
清仓
TFC
TRUIST FINL CORP
-$612.4K
0
-100%
减持
NVDA
NVIDIA CORPORATION
+$603.0K
24,094
-2%
清仓
MGC
VANGUARD WORLD FD
-$575.7K
0
-100%
减持
TSLA
TESLA INC
+$556.2K
6,181
-10%
减持
IVV
ISHARES TR
-$529.2K
777
-54%
减持
CRM
SALESFORCE INC
-$491.6K
25,143
-0%
增持
AMZN
AMAZON COM INC
+$491.3K
14,414
+15%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$472.9K
127,777
+3%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$471.7K
4,391
+89%
增持
CTA
SIMPLIFY EXCHANGE TRADED FUN
+$454.4K
34,050
+82%
增持
GOOG
ALPHABET INC
+$409.3K
5,666
+5%
增持
BIL
SPDR SERIES TRUST
+$405.4K
40,390
+12%
清仓
FLOT
ISHARES TR
-$403.3K
0
-100%
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$389.4K
1,549
清仓
ECHO
ECHOSTAR CORP
-$367.0K
0
-100%
建仓
VUG
VANGUARD INDEX FDS
+$366.4K
753
清仓
VLUE
ISHARES TR
-$359.1K
0
-100%
建仓
FDLS
NORTHERN LTS FD TR IV
+$351.3K
10,213
减持
MSFT
MICROSOFT CORP
+$349.4K
19,422
-1%
增持
VIGI
VANGUARD WHITEHALL FDS
+$348.2K
119,455
+3%
建仓
—
PROSHARES TR II
+$341.6K
11,924
清仓
PRF
INVESCO EXCHANGE TRADED FD T
-$335.1K
0
-100%
减持
CINF
CINCINNATI FINL CORP
+$334.9K
27,358
-1%
增持
IAGG
ISHARES TR
+$332.9K
51,754
+13%
增持
OMC
OMNICOM GROUP INC
+$314.7K
10,322
+56%
增持
SPY
SPDR S&P 500 ETF TR
+$314.0K
2,546
+14%
减持
SPHY
SPDR SERIES TRUST
-$313.6K
32,033
-29%
清仓
IEZ
ISHARES TR
-$309.2K
0
-100%
建仓
ETHV
VANECK ETHEREUM TR
+$298.5K
4,702
建仓
TSLL
DIREXION SHS ETF TR
+$296.1K
14,800
减持
SHW
SHERWIN WILLIAMS CO
-$290.5K
7,548
-5%
清仓
SCHD
SCHWAB STRATEGIC TR
-$279.7K
0
-100%
增持
FTLS
FIRST TR EXCH TRADED FD III
+$277.7K
9,421
+66%
清仓
BBWI
BATH & BODY WORKS INC
-$275.5K
0
-100%
清仓
KMX
CARMAX INC
-$269.6K
0
-100%
建仓
INDA
ISHARES TR
+$266.5K
5,047
建仓
CLS
CELESTICA INC
+$265.2K
1,021
增持
BIBL
NORTHERN LTS FD TR IV
+$257.1K
65,387
+3%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$255.6K
2,849
+9%
清仓
EBAY
EBAY INC.
-$255.2K
0
-100%
减持
—
ROYAL CARIBBEAN GROUP
-$250.8K
7,412
-0%
减持
VO
VANGUARD INDEX FDS
-$247.1K
2,576
-27%
增持
SLV
ISHARES SILVER TR
+$245.3K
19,084
+6%
减持
ITW
ILLINOIS TOOL WKS INC
-$244.7K
2,802
-22%
减持
GOOGL
ALPHABET INC
+$243.1K
8,307
-16%
增持
ICVT
ISHARES TR
+$242.3K
5,020
+68%
减持
META
META PLATFORMS INC
-$240.4K
3,060
-10%
建仓
U
UNITY SOFTWARE INC
+$234.7K
6,024
建仓
OKTA
OKTA INC
+$234.7K
2,506
减持
QQQ
INVESCO QQQ TR
-$234.2K
1,478
-28%
清仓
PJT
PJT PARTNERS INC
-$233.6K
0
-100%
建仓
CSMD
PROFESIONALLY MANAGED PORTFO
+$233.6K
6,999
清仓
VNQ
VANGUARD INDEX FDS
-$231.8K
0
-100%
清仓
WMG
WARNER MUSIC GROUP CORP
-$230.1K
0
-100%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$229.8K
6,320
+99%
建仓
EWZ
ISHARES INC
+$225.9K
7,613
减持
SCHG
SCHWAB STRATEGIC TR
+$222.5K
99,144
-3%
清仓
ATI
ATI INC
-$222.0K
0
-100%
清仓
ALK
ALASKA AIR GROUP INC
-$221.1K
0
-100%
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$218.9K
409
建仓
NOW
SERVICENOW INC
+$217.6K
237
减持
EELV
INVESCO EXCH TRADED FD TR II
-$217.4K
53,128
-15%
建仓
—
CREDO TECHNOLOGY GROUP HOLDI
+$217.1K
1,436
清仓
SCHM
SCHWAB STRATEGIC TR
-$216.8K
0
-100%
建仓
UBER
UBER TECHNOLOGIES INC
+$216.7K
2,257
清仓
PRDO
PERDOCEO ED CORP
-$216.7K
0
-100%
清仓
VFC
V F CORP
-$215.6K
0
-100%
建仓
NUEM
NUSHARES ETF TR
+$212.2K
5,869
清仓
STEP
STEPSTONE GROUP INC
-$212.1K
0
-100%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$210.4K
986
-34%
增持
GE
GE AEROSPACE
+$207.7K
3,823
+3%
清仓
CG
CARLYLE GROUP INC
-$206.4K
0
-100%
建仓
VEU
VANGUARD INTL EQUITY INDEX F
+$205.6K
2,859
清仓
GKOS
GLAUKOS CORP
-$203.9K
0
-100%
清仓
CORT
CORCEPT THERAPEUTICS INC
-$203.1K
0
-100%
减持
DFAC
DIMENSIONAL ETF TRUST
-$197.7K
19,221
-25%
增持
ETR
ENTERGY CORP NEW
+$191.1K
10,131
+7%
增持
IBKR
INTERACTIVE BROKERS GROUP IN
+$190.7K
11,125
+6%
增持
SCHP
SCHWAB STRATEGIC TR
+$186.8K
112,450
+5%
减持
BKNG
BOOKING HOLDINGS INC
-$182.2K
107
-17%
减持
BIV
VANGUARD BD INDEX FDS
-$177.1K
32,168
-8%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$171.6K
2,419
-14%
减持
ORCL
ORACLE CORP
-$170.3K
2,364
-36%
增持
—
TEUCRIUM COMMODITY TR
+$167.6K
75,355
+145%
增持
BDX
BECTON DICKINSON & CO
+$167.0K
6,737
+8%
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$165.9K
0
-100%
增持
FIS
FIDELITY NATL INFORMATION SV
+$164.2K
7,297
+74%
减持
APD
AIR PRODS & CHEMS INC
-$162.6K
3,033
-7%
减持
FBTC
FIDELITY WISE ORIGIN BITCOIN
-$156.7K
11,832
-17%
增持
PM
PHILIP MORRIS INTL INC
-$149.0K
8,054
+3%
增持
SPSB
SPDR SERIES TRUST
+$147.9K
157,106
+3%
减持
FDS
FACTSET RESH SYS INC
-$147.5K
792
-4%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$143.7K
9,993
+24%
增持
AMAT
APPLIED MATLS INC
+$142.2K
1,859
+38%
减持
DTD
WISDOMTREE TR
-$137.6K
6,963
-22%
减持
BLK
BLACKROCK INC
-$137.5K
478
-24%
减持
V
VISA INC
-$135.0K
3,820
-7%
减持
—
AMCOR PLC
-$126.8K
40,589
-11%
减持
DOV
DOVER CORP
-$126.4K
2,832
-8%
减持
MCD
MCDONALDS CORP
-$125.2K
17,679
-1%
增持
GSK
GSK PLC
+$123.8K
17,083
+9%
减持
EMR
EMERSON ELEC CO
-$117.0K
4,533
-11%
清仓
NABL
N-ABLE INC
-$114.3K
0
-100%
减持
AOS
SMITH A O CORP
-$114.1K
6,554
-19%
增持
BITB
BITWISE BITCOIN ETF TR
+$112.8K
8,297
+18%
减持
HRL
HORMEL FOODS CORP
-$112.2K
10,239
-10%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$109.9K
4,312
-8%
减持
SPGI
S&P GLOBAL INC
-$109.7K
856
-14%
减持
SWK
STANLEY BLACK & DECKER INC
-$109.2K
3,412
-28%
减持
RSG
REPUBLIC SVCS INC
-$109.0K
1,284
-22%
减持
CSCO
CISCO SYS INC
-$107.9K
7,608
-18%
减持
MRSH
MARSH & MCLENNAN COS INC
-$107.9K
1,415
-24%
减持
PPG
PPG INDS INC
-$106.8K
4,923
-2%
减持
CTAS
CINTAS CORP
-$106.2K
2,858
-6%
减持
CL
COLGATE PALMOLIVE CO
-$104.4K
4,352
-11%
减持
TGT
TARGET CORP
-$103.5K
3,040
-15%
增持
BOXX
EA SERIES TRUST
+$103.4K
5,918
+17%
增持
SBUX
STARBUCKS CORP
-$102.4K
7,677
+2%
减持
IDLV
INVESCO EXCH TRADED FD TR II
-$101.3K
8,271
-26%
减持
BEN
FRANKLIN RESOURCES INC
-$96.7K
13,094
-19%
增持
ENB
ENBRIDGE INC
+$96.4K
20,175
+3%
减持
NUE
NUCOR CORP
-$96.1K
3,190
-15%
减持
VOO
VANGUARD INDEX FDS
-$94.1K
1,403
-16%
增持
GEV
GE VERNOVA INC
+$93.8K
686
+9%
减持
MA
MASTERCARD INCORPORATED
-$92.6K
1,005
-14%
减持
AVGO
BROADCOM INC
+$91.6K
2,968
-12%
减持
ERIE
ERIE INDTY CO
-$89.5K
957
-15%
增持
LLY
ELI LILLY & CO
+$88.9K
765
+7%
减持
VWOB
VANGUARD WHITEHALL FDS
-$88.9K
7,868
-16%
减持
CHD
CHURCH & DWIGHT CO INC
-$86.0K
4,426
-8%
减持
—
LINDE PLC
-$85.3K
1,198
-11%
减持
KVUE
KENVUE INC
-$85.1K
17,573
-4%
减持
FAST
FASTENAL CO
-$84.5K
5,732
-29%
增持
CVX
CHEVRON CORP NEW
+$84.4K
4,395
+16%
减持
VBK
VANGUARD INDEX FDS
+$84.3K
5,062
-1%
增持
SYY
SYSCO CORP
+$84.2K
12,355
+9%
增持
JAAA
JANUS DETROIT STR TR
+$83.8K
7,696
+27%
增持
GLD
SPDR GOLD TR
+$82.1K
1,237
+2%
减持
KMB
KIMBERLY-CLARK CORP
-$78.1K
2,559
-12%
