13F 机构持仓

RW Investment Management LLC

Eagle ID · SEC CIK 0001631627

2026Q22026Q1 更早 9 个季度 🔒
$10.33亿2026Q1 申报市值
113持仓数
87.0%前十大占比 · 第一大 14.6%
0 / 0新建仓 / 清仓
申报市值走势$11.39亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

DFIC 14.6%
VTI 14.5%
BSV 10.2%
VCSH 9.8%
AVUV 9.8%
DIMENSIONAL ET 9.2%
DFEM 6.6%
DFCF 5.1%
DIMENSIONAL ET 4.6%
DFUV 2.8%

2026Q1 买入最多 按季末市值估算

本季没有买入

2026Q1 卖出最多 按季末市值估算

本季没有卖出

2026Q1 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
DFIC DIMENSIONAL ETF TRUST $1.50亿14.56%4,234,459 —— — —
VTI VANGUARD INDEX FDS $1.50亿14.47%466,024 —— — —
BSV VANGUARD BD INDEX FDS $1.05亿10.15%1,337,847 —— — —
VCSH VANGUARD SCOTTSDALE FDS $1.01亿9.78%1,274,824 —— — —
AVUV AMERICAN CENTY ETF TR $1.01亿9.78%914,627 —— — —
— DIMENSIONAL ETF TRUST $9,514.16万9.21%2,588,182 —— — —
DFEM DIMENSIONAL ETF TRUST $6,816.21万6.60%1,972,853 —— — —
DFCF DIMENSIONAL ETF TRUST $5,243.06万5.07%1,241,844 —— — —
— DIMENSIONAL ETF TRUST $4,763.08万4.61%762,703 —— — —
DFUV DIMENSIONAL ETF TRUST $2,846.73万2.76%587,440 —— — —
DFNM DIMENSIONAL ETF TRUST $794.98万0.77%165,862 —— — —
VOO VANGUARD INDEX FDS $747.89万0.72%12,516 —— — —
VB VANGUARD INDEX FDS $735.37万0.71%28,076 —— — —
AAPL APPLE INC $653.50万0.63%25,750 —— — —
VTES VANGUARD WELLINGTON FD $488.27万0.47%48,277 —— — —
COST COSTCO WHOLESALE CORPORATION $479.88万0.46%4,816 —— — —
ITOT ISHARES TR $463.52万0.45%32,544 —— — —
MU MICRON TECHNOLOGY INC $456.29万0.44%13,506 —— — —
MSFT MICROSOFT CORP $436.62万0.42%11,795 —— — —
VO VANGUARD INDEX FDS $407.25万0.39%14,181 —— — —
VSDM VANGUARD MUN BD FDS $381.24万0.37%49,972 —— — —
DFSI DIMENSIONAL ETF TRUST $360.55万0.35%85,036 —— — —
DFAX DIMENSIONAL ETF TRUST $350.60万0.34%103,208 —— — —
SHM SPDR SERIES TRUST $312.13万0.30%65,258 —— — —
JPM JPMORGAN CHASE & CO $303.51万0.29%10,318 —— — —
BND VANGUARD BD INDEX FDS $282.05万0.27%38,301 —— — —
USB US BANCORP $257.28万0.25%49,468 —— — —
DFSU DIMENSIONAL ETF TRUST $207.06万0.20%50,391 —— — —
IDA IDACORP INC $191.33万0.19%13,382 —— — —
DE DEERE & CO $187.86万0.18%3,335 —— — —
CVLC MORGAN STANLEY ETF TRUST $164.44万0.16%20,540 —— — —
WMT WALMART INC $150.50万0.15%12,110 —— — —
PKG PACKAGING CORP AMER $150.12万0.15%7,074 —— — —
BRK/B BERKSHIRE HATHAWAY INC DEL $149.22万0.14%3,114 —— — —
AVGO BROADCOM INC $139.81万0.14%4,517 —— — —
DFSE DIMENSIONAL ETF TRUST $139.65万0.14%32,961 —— — —
— EXXON MOBIL CORP $129.61万0.13%7,639 —— — —
AVDE AMERICAN CENTY ETF TR $121.39万0.12%14,308 —— — —
FCX FREEPORT MCMORAN INC $117.80万0.11%20,040 —— — —
DFSB DIMENSIONAL ETF TRUST $114.91万0.11%22,208 —— — —
PWR QUANTA SVCS INC $112.55万0.11%2,050 —— — —
JNJ JOHNSON & JOHNSON $111.12万0.11%4,546 —— — —
META META PLATFORMS INC $106.93万0.10%1,869 —— — —
ORCL ORACLE CORP $105.35万0.10%7,161 —— — —
LLY ELI LILLY & CO $95.20万0.09%1,035 —— — —
BX BLACKSTONE INC $94.87万0.09%8,250 —— — —
SPY STATE STR SPDR S&P 500 ETF T $94.75万0.09%1,457 —— — —
GOOGL ALPHABET INC $92.11万0.09%3,203 —— — —
KKR KKR & CO INC $90.30万0.09%9,762 —— — —
PFF ISHARES TR $87.25万0.08%28,777 —— — —
ETN EATON CORP PLC $81.94万0.08%2,291 —— — —
BA BOEING CO $80.03万0.08%4,021 —— — —
LMT LOCKHEED MARTIN CORP $75.31万0.07%1,246 —— — —
GOOG ALPHABET INC $73.86万0.07%2,575 —— — —
AMZN AMAZON COM INC $72.08万0.07%3,461 —— — —
CAT CATERPILLAR INC $69.25万0.07%978 —— — —
MPC MARATHON PETE CORP $68.73万0.07%2,815 —— — —
CVSB MORGAN STANLEY ETF TRUST $68.21万0.07%13,479 —— — —
AMGN AMGEN INC $67.80万0.07%1,927 —— — —
RTX RTX CORPORATION $66.65万0.06%3,455 —— — —
TSLA TESLA INC $66.39万0.06%1,786 —— — —
IVV ISHARES TR $63.23万0.06%968 —— — —
SCHW SCHWAB CHARLES CORP $62.84万0.06%6,686 —— — —
LOW LOWES COS INC $62.09万0.06%2,628 —— — —
JBTM JBT MAREL CORPORATION $60.35万0.06%4,720 —— — —
HYS PIMCO ETF TR $59.14万0.06%6,341 —— — —
BINC BLACKROCK ETF TRUST II $58.36万0.06%11,238 —— — —
BAC BANK AMERICA CORP $58.27万0.06%11,952 —— — —
QQQ INVESCO QQQ TR $53.04万0.05%919 —— — —
CVX CHEVRON CORPORATION $50.38万0.05%2,435 —— — —
AGG ISHARES TR $45.90万0.04%4,624 —— — —
KO COCA COLA CO $45.02万0.04%5,920 —— — —
WM WASTE MGMT INC DEL $44.69万0.04%1,945 —— — —
SH PROSHARES TR $44.13万0.04%11,635 —— — —
PEP PEPSICO INC $44.00万0.04%2,833 —— — —
WFC WELLS FARGO & CO $41.90万0.04%5,263 —— — —
— PROSHARES TR $41.59万0.04%12,920 —— — —
ESGE ISHARES INC $41.10万0.04%9,039 —— — —
MCHP MICROCHIP TECHNOLOGY INC. $40.23万0.04%6,227 —— — —
MCK MCKESSON CORP $40.18万0.04%464 —— — —
AMAT APPLIED MATLS INC $39.99万0.04%1,170 —— — —
NVDA NVIDIA CORPORATION $39.87万0.04%2,286 —— — —
CVIE MORGAN STANLEY ETF TRUST $37.25万0.04%5,125 —— — —
MAR MARRIOTT INTL INC NEW $36.50万0.04%1,116 —— — —
NOC NORTHROP GRUMMAN CORP $32.47万0.03%476 —— — —
WMB WILLIAMS COS INC $32.30万0.03%4,438 —— — —
EW EDWARDS LIFESCIENCES CORP $31.52万0.03%3,936 —— — —
MCD MCDONALDS CORP $30.99万0.03%997 —— — —
HD HOME DEPOT INC $30.24万0.03%919 —— — —
A AGILENT TECHNOLOGIES INC $29.86万0.03%2,620 —— — —
C CITIGROUP INC $29.57万0.03%2,607 —— — —
PAAS PAN AMERN SILVER CORP $28.53万0.03%5,223 —— — —
DRI DARDEN RESTAURANTS INC $28.45万0.03%1,451 —— — —
PAYX PAYCHEX INC $26.94万0.03%2,924 —— — —
EMR EMERSON ELEC CO $26.86万0.03%2,050 —— — —
AORT ARTIVION INC $26.80万0.03%7,318 —— — —
OKE ONEOK INC NEW $26.74万0.03%2,958 —— — —
L LOEWS CORP $25.87万0.03%2,424 —— — —
GD GENERAL DYNAMICS CORP $25.30万0.02%737 —— — —
CSCO CISCO SYS INC $24.87万0.02%3,205 —— — —