Riverpoint Wealth Management Holdings, LLC
CHICAGO IL · SEC CIK 0001682733
$4.70亿2026Q1 申报市值
62持仓数
81.8%前十大占比 · 第一大 17.2%
4 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AVEM 新建仓+$275.74万
FBND 加仓+$174.35万
EMGF 新建仓+$142.69万
FREL 加仓+$80.93万
SCHP 加仓+$77.65万
2026Q1 卖出最多 按季末市值估算
IAU 减仓-$18.46万
VWO 减仓-$17.67万
QUS 减仓-$10.64万
VEA 减仓-$7.20万
SCHF 减仓-$6.04万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| VHT | VANGUARD WORLD FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FDX | FEDEX CORP | $21.53万 | 0.05% | 604 | 604 | — | $21.53万 | 新建仓 |
| WTFC | WINTRUST FINL CORP | $22.38万 | 0.05% | 1,611 | 6 | 0.4% | $834 | 加仓 |
| — | EXXON MOBIL CORP | $23.22万 | 0.05% | 1,369 | 1,369 | — | $23.22万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $25.45万 | 0.05% | 1,915 | 2 | 0.1% | $266 | 加仓 |
| VTI | VANGUARD INDEX FDS | $26.11万 | 0.06% | 814 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $27.82万 | 0.06% | 967 | -55 | -5.4% | -$1.58万 | 减仓 |
| BMO | BANK MONTREAL MEDIUM | $28.08万 | 0.06% | 2,075 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $29.11万 | 0.06% | 2,015 | 4 | 0.2% | $578 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $29.42万 | 0.06% | 7,658 | 136 | 1.8% | $5,225 | 加仓 |
| IWS | ISHARES TR | $29.66万 | 0.06% | 2,035 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $36.30万 | 0.08% | 2,468 | 7 | 0.3% | $1,030 | 加仓 |
| SYK | STRYKER CORPORATION | $36.79万 | 0.08% | 1,120 | 3 | 0.3% | $985 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $38.30万 | 0.08% | 1,273 | 1 | 0.1% | $301 | 加仓 |
| IWD | ISHARES TR | $39.17万 | 0.08% | 1,833 | 0 | 0.0% | — | 不变 |
| VTR | VENTAS INC | $39.34万 | 0.08% | 4,811 | 0 | 0.0% | — | 不变 |
| UFEB | INNOVATOR ETFS TRUST | $39.84万 | 0.08% | 10,976 | -566 | -4.9% | -$2.05万 | 减仓 |
| IHI | ISHARES TR | $45.41万 | 0.10% | 8,511 | 7 | 0.1% | $373 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $47.38万 | 0.10% | 1,630 | 194 | 13.5% | $5.64万 | 加仓 |
| INDA | ISHARES TR | $57.18万 | 0.12% | 12,208 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $57.88万 | 0.12% | 1,760 | 12 | 0.7% | $3,946 | 加仓 |
| GOOG | ALPHABET INC | $59.95万 | 0.13% | 2,090 | -76 | -3.5% | -$2.18万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $66.16万 | 0.14% | 8,984 | 449 | 5.3% | $3.31万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $66.33万 | 0.14% | 3,345 | -5 | -0.1% | -$991 | 减仓 |
| APOG | APOGEE ENTERPRISES INC | $69.61万 | 0.15% | 20,754 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $72.67万 | 0.15% | 2,774 | 20 | 0.7% | $5,239 | 加仓 |
| AMZN | AMAZON COM INC | $77.54万 | 0.16% | 3,723 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA HLDGS INC | $77.68万 | 0.17% | 15,925 | 0 | 0.0% | — | 不变 |
| ITB | ISHARES TR | $77.84万 | 0.17% | 8,596 | 17 | 0.2% | $1,539 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $79.70万 | 0.17% | 3,260 | -16 | -0.5% | -$3,912 | 减仓 |
| NVDA | NVIDIA CORPORATION | $91.63万 | 0.19% | 5,254 | 91 | 1.8% | $1.59万 | 加仓 |
| IAU | ISHARES GOLD TR | $95.02万 | 0.20% | 10,779 | -2,094 | -16.3% | -$18.46万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $97.28万 | 0.21% | 1,150 | 5 | 0.4% | $4,230 | 加仓 |
| VGT | VANGUARD WORLD FD | $135.17万 | 0.29% | 1,937 | 2 | 0.1% | $1,396 | 加仓 |
| QUS | SPDR SERIES TRUST | $139.91万 | 0.30% | 8,151 | -620 | -7.1% | -$10.64万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $140.54万 | 0.30% | 24,839 | 81 | 0.3% | $4,583 | 加仓 |
| IJR | ISHARES TR | $140.79万 | 0.30% | 11,325 | 47 | 0.4% | $5,843 | 加仓 |
| EMGF | ISHARES INC | $142.69万 | 0.30% | 23,613 | 23,613 | — | $142.69万 | 新建仓 |
| IWF | ISHARES TR | $148.13万 | 0.32% | 3,474 | 2 | 0.1% | $853 | 加仓 |
| ABBV | ABBVIE INC | $187.88万 | 0.40% | 8,639 | -23 | -0.3% | -$5,002 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $203.05万 | 0.43% | 37,566 | -3,270 | -8.0% | -$17.67万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $204.66万 | 0.44% | 79,820 | 26 | 0.0% | $667 | 加仓 |
| MSFT | MICROSOFT CORP | $205.20万 | 0.44% | 5,543 | 26 | 0.5% | $9,625 | 加仓 |
| IWM | ISHARES TR | $241.78万 | 0.51% | 9,749 | 16 | 0.2% | $3,968 | 加仓 |
| — | THERMON GROUP HLDGS INC | $262.62万 | 0.56% | 52,108 | 740 | 1.4% | $3.73万 | 加仓 |
| IWB | ISHARES TR | $273.09万 | 0.58% | 7,659 | 18 | 0.2% | $6,418 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $275.74万 | 0.59% | 34,219 | 34,219 | — | $275.74万 | 新建仓 |
| AAPL | APPLE INC | $309.01万 | 0.66% | 12,176 | 6 | 0.0% | $1,523 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $392.02万 | 0.83% | 26,739 | 74 | 0.3% | $1.08万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $411.80万 | 0.88% | 19,148 | 52 | 0.3% | $1.12万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $720.03万 | 1.53% | 270,587 | 29,181 | 12.1% | $77.65万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $1,012.47万 | 2.15% | 114,145 | -151 | -0.1% | -$1.34万 | 减仓 |
| IJH | ISHARES TR | $1,378.53万 | 2.93% | 204,136 | 5,139 | 2.6% | $34.70万 | 加仓 |
| FREL | FIDELITY COVINGTON TRUST | $1,495.81万 | 3.18% | 555,858 | 30,075 | 5.7% | $80.93万 | 加仓 |
| VV | VANGUARD INDEX FDS | $1,501.18万 | 3.19% | 50,232 | -118 | -0.2% | -$3.53万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $2,295.95万 | 4.88% | 38,423 | 1,041 | 2.8% | $62.20万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $2,384.11万 | 5.07% | 522,603 | 38,218 | 7.9% | $174.35万 | 加仓 |
| IVV | ISHARES TR | $2,637.60万 | 5.61% | 40,379 | 634 | 1.6% | $41.41万 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $3,754.65万 | 7.99% | 1,157,772 | 14,946 | 1.3% | $48.47万 | 加仓 |
| VO | VANGUARD INDEX FDS | $5,018.96万 | 10.68% | 174,767 | 2,508 | 1.5% | $72.02万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $5,505.16万 | 11.71% | 859,108 | -1,124 | -0.1% | -$7.20万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $5,761.92万 | 12.26% | 2,328,048 | -2,442 | -0.1% | -$6.04万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $8,088.02万 | 17.21% | 646,369 | 4,307 | 0.7% | $53.89万 | 加仓 |