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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $1.71亿 | 14.97% | 460,902 | -5,122 | -1.1% | -$189.53万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $1.57亿 | 13.79% | 4,217,089 | -17,370 | -0.4% | -$64.72万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $1.13亿 | 9.89% | 902,611 | -12,016 | -1.3% | -$149.91万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1.10亿 | 9.69% | 2,644,596 | 56,414 | 2.2% | $235.42万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $1.09亿 | 9.55% | 1,396,886 | 59,039 | 4.4% | $459.97万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1.05亿 | 9.18% | 1,323,784 | 48,960 | 3.8% | $386.93万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $7,939.79万 | 6.97% | 1,953,688 | -19,165 | -1.0% | -$77.89万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $5,303.38万 | 4.66% | 1,256,426 | 14,582 | 1.2% | $61.55万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $5,184.91万 | 4.55% | 741,761 | -20,942 | -2.7% | -$146.38万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $3,167.02万 | 2.78% | 575,717 | -11,723 | -2.0% | -$64.49万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $1,378.11万 | 1.21% | 11,939 | -1,567 | -11.6% | -$180.88万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $944.60万 | 0.83% | 13,753 | 1,237 | 9.9% | $84.96万 | 加仓 |
| VB | VANGUARD INDEX FDS | $865.30万 | 0.76% | 28,546 | 470 | 1.7% | $14.25万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $793.68万 | 0.70% | 164,205 | -1,657 | -1.0% | -$8.01万 | 减仓 |
| AAPL | APPLE INC | $742.56万 | 0.65% | 25,662 | -88 | -0.3% | -$2.55万 | 减仓 |
| VTES | VANGUARD WELLINGTON FD | $620.72万 | 0.54% | 61,269 | 12,992 | 26.9% | $131.62万 | 加仓 |
| VSDM | VANGUARD MUN BD FDS | $538.78万 | 0.47% | 70,309 | 20,337 | 40.7% | $155.84万 | 加仓 |
| ITOT | ISHARES TR | $523.63万 | 0.46% | 31,876 | -668 | -2.1% | -$10.97万 | 减仓 |
| VO | VANGUARD INDEX FDS | $459.75万 | 0.40% | 57,062 | 338 | 0.6% | $2.72万 | 加仓 |
| MSFT | MICROSOFT CORP | $457.00万 | 0.40% | 12,251 | 456 | 3.9% | $17.01万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $448.56万 | 0.39% | 4,795 | -21 | -0.4% | -$1.96万 | 减仓 |
| DFSI | DIMENSIONAL ETF TRUST | $387.73万 | 0.34% | 85,972 | 936 | 1.1% | $4.22万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $373.92万 | 0.33% | 101,497 | -1,711 | -1.7% | -$6.30万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $337.74万 | 0.30% | 10,318 | 0 | 0.0% | — | 不变 |
| SHM | SPDR SERIES TRUST | $306.12万 | 0.27% | 63,821 | -1,437 | -2.2% | -$6.89万 | 减仓 |
| USB | US BANCORP | $298.77万 | 0.26% | 49,466 | -2 | -0.0% | -$121 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $281.17万 | 0.25% | 38,301 | 0 | 0.0% | — | 不变 |
| DFSU | DIMENSIONAL ETF TRUST | $239.28万 | 0.21% | 51,315 | 924 | 1.8% | $4.31万 | 加仓 |
| DE | DEERE & CO | $236.92万 | 0.21% | 3,735 | 400 | 12.0% | $25.37万 | 加仓 |
| CVLC | MORGAN STANLEY ETF TRUST | $210.83万 | 0.19% | 22,317 | 1,777 | 8.7% | $16.79万 | 加仓 |
| IDA | IDACORP INC | $202.47万 | 0.18% | 13,382 | 0 | 0.0% | — | 不变 |
| PKG | PACKAGING CORP AMER | $168.56万 | 0.15% | 7,074 | 0 | 0.0% | — | 不变 |
| DFSE | DIMENSIONAL ETF TRUST | $166.86万 | 0.15% | 34,137 | 1,176 | 3.6% | $5.75万 | 加仓 |
| AVGO | BROADCOM INC | $158.66万 | 0.14% | 4,200 | -317 | -7.0% | -$11.97万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $155.82万 | 0.14% | 3,114 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $147.61万 | 0.13% | 2,050 | 0 | 0.0% | — | 不变 |
| HYS | PIMCO ETF TR | $138.24万 | 0.12% | 14,782 | 8,441 | 133.1% | $78.94万 | 加仓 |
| WMT | WALMART INC | $137.16万 | 0.12% | 12,110 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $125.53万 | 0.11% | 19,960 | -80 | -0.4% | -$5,031 | 减仓 |
| LLY | ELI LILLY & CO | $124.14万 | 0.11% | 1,035 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $120.48万 | 0.11% | 4,744 | 198 | 4.4% | $5.03万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $118.40万 | 0.10% | 13,273 | -1,035 | -7.2% | -$9.23万 | 减仓 |
| DFSB | DIMENSIONAL ETF TRUST | $116.06万 | 0.10% | 22,272 | 64 | 0.3% | $3,335 | 加仓 |
| GOOGL | ALPHABET INC | $112.64万 | 0.10% | 3,152 | -51 | -1.6% | -$1.82万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $108.80万 | 0.10% | 1,457 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $105.28万 | 0.09% | 1,869 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $104.09万 | 0.09% | 978 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $102.33万 | 0.09% | 7,485 | -154 | -2.0% | -$2.11万 | 减仓 |
| ORCL | ORACLE CORP | $101.94万 | 0.09% | 6,956 | -205 | -2.9% | -$3.00万 | 减仓 |
| ETN | EATON CORP PLC | $97.62万 | 0.09% | 2,291 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $94.72万 | 0.08% | 8,050 | -200 | -2.4% | -$2.35万 | 减仓 |
| KKR | KKR & CO INC | $89.60万 | 0.08% | 9,762 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $89.42万 | 0.08% | 2,531 | -44 | -1.7% | -$1.55万 | 减仓 |
| BA | BOEING CO | $87.04万 | 0.08% | 4,021 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $84.59万 | 0.07% | 1,170 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $75.12万 | 0.07% | 1,786 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $73.84万 | 0.06% | 986 | 18 | 1.9% | $1.35万 | 加仓 |
| MPC | MARATHON PETE CORP | $71.96万 | 0.06% | 2,815 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $70.79万 | 0.06% | 2,970 | -491 | -14.2% | -$11.70万 | 减仓 |
| RTX | RTX CORPORATION | $69.93万 | 0.06% | 3,686 | 231 | 6.7% | $4.38万 | 加仓 |
| JBTM | JBT MAREL CORPORATION | $68.44万 | 0.06% | 4,720 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $67.79万 | 0.06% | 1,872 | -55 | -2.9% | -$1.99万 | 减仓 |
| QQQ | INVESCO QQQ TR | $67.68万 | 0.06% | 919 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $63.48万 | 0.06% | 1,246 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $62.47万 | 0.05% | 6,311 | 1,687 | 36.5% | $16.70万 | 加仓 |
| INTC | INTEL CORP | $61.73万 | 0.05% | 4,421 | 4,421 | — | $61.73万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $61.69万 | 0.05% | 6,686 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $61.42万 | 0.05% | 10,779 | -1,173 | -9.8% | -$6.68万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $60.47万 | 0.05% | 6,631 | 404 | 6.5% | $3.68万 | 加仓 |
| LOW | LOWES COS INC | $57.94万 | 0.05% | 2,628 | 0 | 0.0% | — | 不变 |
| BINC | BLACKROCK ETF TRUST II | $56.89万 | 0.05% | 10,869 | -369 | -3.3% | -$1.93万 | 减仓 |
| ESGE | ISHARES INC | $51.82万 | 0.05% | 9,474 | 435 | 4.8% | $2.38万 | 加仓 |
| KO | COCA COLA CO | $48.11万 | 0.04% | 5,920 | 0 | 0.0% | — | 不变 |
| CVIE | MORGAN STANLEY ETF TRUST | $47.28万 | 0.04% | 5,562 | 437 | 8.5% | $3.72万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $45.68万 | 0.04% | 2,283 | -3 | -0.1% | -$600 | 减仓 |
| WM | WASTE MGMT INC DEL | $43.35万 | 0.04% | 1,945 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $41.36万 | 0.04% | 1,116 | 0 | 0.0% | — | 不变 |
| CVSB | MORGAN STANLEY ETF TRUST | $41.18万 | 0.04% | 8,131 | -5,348 | -39.7% | -$27.08万 | 减仓 |
| CVX | CHEVRON CORPORATION | $40.36万 | 0.04% | 2,435 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $39.79万 | 0.03% | 685 | 685 | — | $39.79万 | 新建仓 |
| WFC | WELLS FARGO & CO | $38.95万 | 0.03% | 4,713 | -550 | -10.5% | -$4.55万 | 减仓 |
| SH | PROSHARES TR | $38.42万 | 0.03% | 11,635 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $38.36万 | 0.03% | 2,833 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $36.76万 | 0.03% | 3,130 | -75 | -2.3% | -$8,809 | 减仓 |
| C | CITIGROUP INC | $36.49万 | 0.03% | 2,607 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $35.61万 | 0.03% | 3,936 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $35.12万 | 0.03% | 465 | 1 | 0.2% | $755 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $34.91万 | 0.03% | 731 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC | $34.80万 | 0.03% | 2,620 | 0 | 0.0% | — | 不变 |
| QTUM | ETF SER SOLUTIONS | $32.68万 | 0.03% | 1,976 | 30 | 1.5% | $4,962 | 加仓 |
| HD | HOME DEPOT INC | $32.51万 | 0.03% | 922 | 3 | 0.3% | $1,058 | 加仓 |
| — | PROSHARES TR | $32.38万 | 0.03% | 12,920 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $32.07万 | 0.03% | 4,314 | -124 | -2.8% | -$9,218 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $29.89万 | 0.03% | 1,451 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $29.35万 | 0.03% | 2,050 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $28.75万 | 0.03% | 2,924 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $28.21万 | 0.02% | 2,160 | 247 | 12.9% | $3.23万 | 加仓 |
| L | LOEWS CORP | $27.44万 | 0.02% | 2,424 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $26.95万 | 0.02% | 997 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $26.11万 | 0.02% | 737 | 0 | 0.0% | — | 不变 |