RW Investment Management LLC
Eagle ID · SEC CIK 0001631627
$11.39亿2026Q2 申报市值
115持仓数
86.0%前十大占比 · 第一大 15.0%
6 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
BSV 加仓+$459.97万
VCSH 加仓+$386.93万
DIMENSIONAL ETF 加仓+$235.42万
VSDM 加仓+$155.84万
VTES 加仓+$131.62万
2026Q2 卖出最多 按季末市值估算
VTI 减仓-$189.53万
MU 减仓-$180.88万
AVUV 减仓-$149.91万
DIMENSIONAL ETF 减仓-$146.38万
PFF 清仓-$87.25万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| VO | VANGUARD INDEX FDS | $459.75万 | 0.40% | 57,062 | 338 | 0.6% | $2.72万 | 加仓 |
| ITOT | ISHARES TR | $523.63万 | 0.46% | 31,876 | -668 | -2.1% | -$10.97万 | 减仓 |
| VSDM | VANGUARD MUN BD FDS | $538.78万 | 0.47% | 70,309 | 20,337 | 40.7% | $155.84万 | 加仓 |
| VTES | VANGUARD WELLINGTON FD | $620.72万 | 0.54% | 61,269 | 12,992 | 26.9% | $131.62万 | 加仓 |
| AAPL | APPLE INC | $742.56万 | 0.65% | 25,662 | -88 | -0.3% | -$2.55万 | 减仓 |
| DFNM | DIMENSIONAL ETF TRUST | $793.68万 | 0.70% | 164,205 | -1,657 | -1.0% | -$8.01万 | 减仓 |
| VB | VANGUARD INDEX FDS | $865.30万 | 0.76% | 28,546 | 470 | 1.7% | $14.25万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $944.60万 | 0.83% | 13,753 | 1,237 | 9.9% | $84.96万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1,378.11万 | 1.21% | 11,939 | -1,567 | -11.6% | -$180.88万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $3,167.02万 | 2.78% | 575,717 | -11,723 | -2.0% | -$64.49万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $5,184.91万 | 4.55% | 741,761 | -20,942 | -2.7% | -$146.38万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $5,303.38万 | 4.66% | 1,256,426 | 14,582 | 1.2% | $61.55万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $7,939.79万 | 6.97% | 1,953,688 | -19,165 | -1.0% | -$77.89万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1.05亿 | 9.18% | 1,323,784 | 48,960 | 3.8% | $386.93万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $1.09亿 | 9.55% | 1,396,886 | 59,039 | 4.4% | $459.97万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1.10亿 | 9.69% | 2,644,596 | 56,414 | 2.2% | $235.42万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1.13亿 | 9.89% | 902,611 | -12,016 | -1.3% | -$149.91万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $1.57亿 | 13.79% | 4,217,089 | -17,370 | -0.4% | -$64.72万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1.71亿 | 14.97% | 460,902 | -5,122 | -1.1% | -$189.53万 | 减仓 |