Riverpoint Wealth Management Holdings, LLC
CHICAGO IL · SEC CIK 0001682733
$5.44亿2026Q2 申报市值
61持仓数
80.2%前十大占比 · 第一大 17.2%
2 / 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
AVEM 加仓+$1,153.59万
CECO 新建仓+$326.71万
GSLC 加仓+$176.98万
FBND 加仓+$132.63万
IJH 加仓+$108.45万
2026Q2 卖出最多 按季末市值估算
THERMON GROUP HL 清仓-$262.62万
APOG 清仓-$69.61万
IVV 减仓-$62.46万
EXXON MOBIL CORP 清仓-$23.22万
FDX 清仓-$21.53万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| — | THERMON GROUP HLDGS INC | $0 | 0.00% | 0 | -52,108 | -100.0% | -$262.62万 | 清仓 |
| APOG | APOGEE ENTERPRISES INC | $0 | 0.00% | 0 | -20,754 | -100.0% | -$69.61万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -1,369 | -100.0% | -$23.22万 | 清仓 |
| FDX | FEDEX CORP | $0 | 0.00% | 0 | -604 | -100.0% | -$21.53万 | 清仓 |
| BSV | VANGUARD BD INDEX FDS | $20.78万 | 0.04% | 2,667 | 2,667 | — | $20.78万 | 新建仓 |
| VHT | VANGUARD WORLD FD | $22.00万 | 0.04% | 736 | 5 | 0.7% | $1,495 | 重新持有 |
| IBIT | ISHARES BITCOIN TRUST ETF | $25.49万 | 0.05% | 7,658 | 0 | 0.0% | — | 不变 |
| WTFC | WINTRUST FINL CORP | $25.98万 | 0.05% | 1,617 | 6 | 0.4% | $964 | 加仓 |
| GOOGL | ALPHABET INC | $27.08万 | 0.05% | 758 | -209 | -21.6% | -$7.47万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $29.57万 | 0.05% | 2,017 | 2 | 0.1% | $293 | 加仓 |
| IWS | ISHARES TR | $33.50万 | 0.06% | 2,035 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $35.35万 | 0.06% | 1,123 | 3 | 0.3% | $944 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $35.90万 | 0.07% | 1,275 | 2 | 0.2% | $563 | 加仓 |
| ORCL | ORACLE CORP | $36.00万 | 0.07% | 2,457 | -11 | -0.4% | -$1,612 | 减仓 |
| UFEB | INNOVATOR ETFS TRUST | $36.32万 | 0.07% | 9,397 | -1,579 | -14.4% | -$6.10万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $36.53万 | 0.07% | 1,918 | 3 | 0.2% | $571 | 加仓 |
| BMO | BANK MONTREAL MEDIUM | $36.67万 | 0.07% | 2,075 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $36.79万 | 0.07% | 994 | 180 | 22.1% | $6.66万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $41.63万 | 0.08% | 3,345 | 0 | 0.0% | — | 不变 |
| IHI | ISHARES TR | $42.12万 | 0.08% | 8,524 | 13 | 0.2% | $642 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $42.60万 | 0.08% | 1,630 | 0 | 0.0% | — | 不变 |
| VTR | VENTAS INC | $42.72万 | 0.08% | 4,811 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $54.30万 | 0.10% | 2,240 | 407 | 22.2% | $9.87万 | 加仓 |
| HD | HOME DEPOT INC | $57.21万 | 0.11% | 1,622 | -138 | -7.8% | -$4.87万 | 减仓 |
| INDA | ISHARES TR | $60.30万 | 0.11% | 12,208 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $64.10万 | 0.12% | 8,731 | -253 | -2.8% | -$1.86万 | 减仓 |
| YUMC | YUM CHINA HLDGS INC | $65.09万 | 0.12% | 15,925 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $73.64万 | 0.14% | 2,084 | -6 | -0.3% | -$2,120 | 减仓 |
| IAU | ISHARES GOLD TR | $81.39万 | 0.15% | 10,779 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $83.19万 | 0.15% | 3,275 | 15 | 0.5% | $3,810 | 加仓 |
| VB | VANGUARD INDEX FDS | $84.42万 | 0.16% | 2,785 | 11 | 0.4% | $3,334 | 加仓 |
| AMZN | AMAZON COM INC | $88.73万 | 0.16% | 3,723 | 0 | 0.0% | — | 不变 |
| ITB | ISHARES TR | $89.96万 | 0.17% | 8,610 | 14 | 0.2% | $1,463 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $101.64万 | 0.19% | 1,005 | -145 | -12.6% | -$14.66万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $105.47万 | 0.19% | 5,271 | 17 | 0.3% | $3,402 | 加仓 |
| SPYV | SPDR SERIES TRUST | $151.59万 | 0.28% | 24,936 | 97 | 0.4% | $5,897 | 加仓 |
| QUS | SPDR SERIES TRUST | $153.15万 | 0.28% | 8,196 | 45 | 0.6% | $8,408 | 加仓 |
| EMGF | ISHARES INC | $173.87万 | 0.32% | 23,733 | 120 | 0.5% | $8,791 | 加仓 |
| IJR | ISHARES TR | $179.29万 | 0.33% | 12,089 | 764 | 6.7% | $11.33万 | 加仓 |
| VGT | VANGUARD WORLD FD | $183.64万 | 0.34% | 15,365 | -131 | -0.8% | -$1.57万 | 减仓 |
| IWF | ISHARES TR | $187.87万 | 0.35% | 15,130 | 1,234 | 8.9% | $15.32万 | 加仓 |
| MSFT | MICROSOFT CORP | $205.01万 | 0.38% | 5,496 | -47 | -0.8% | -$1.75万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $214.90万 | 0.39% | 36,003 | -1,563 | -4.2% | -$9.33万 | 减仓 |
| ABBV | ABBVIE INC | $219.15万 | 0.40% | 8,709 | 70 | 0.8% | $1.76万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $234.98万 | 0.43% | 79,842 | 22 | 0.0% | $647 | 加仓 |
| IWM | ISHARES TR | $293.58万 | 0.54% | 9,771 | 22 | 0.2% | $6,610 | 加仓 |
| IWB | ISHARES TR | $314.29万 | 0.58% | 7,675 | 16 | 0.2% | $6,552 | 加仓 |
| CECO | CECO ENVIRONMENTAL CORP | $326.71万 | 0.60% | 36,005 | 36,005 | — | $326.71万 | 新建仓 |
| AAPL | APPLE INC | $346.80万 | 0.64% | 11,985 | -191 | -1.6% | -$5.53万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $422.23万 | 0.78% | 26,612 | -127 | -0.5% | -$2.02万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $454.42万 | 0.83% | 19,205 | 57 | 0.3% | $1.35万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $798.38万 | 1.47% | 301,276 | 30,689 | 11.3% | $81.33万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $1,121.17万 | 2.06% | 116,267 | 2,122 | 1.9% | $20.46万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,483.77万 | 2.73% | 153,774 | 119,555 | 349.4% | $1,153.59万 | 加仓 |
| FREL | FIDELITY COVINGTON TRUST | $1,682.11万 | 3.09% | 574,099 | 18,241 | 3.3% | $53.45万 | 加仓 |
| IJH | ISHARES TR | $1,682.54万 | 3.09% | 218,200 | 14,064 | 6.9% | $108.45万 | 加仓 |
| VV | VANGUARD INDEX FDS | $1,755.98万 | 3.23% | 51,059 | 827 | 1.6% | $28.44万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $2,509.95万 | 4.61% | 551,758 | 29,155 | 5.6% | $132.63万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2,679.50万 | 4.92% | 39,014 | 591 | 1.5% | $40.59万 | 加仓 |
| IVV | ISHARES TR | $2,961.45万 | 5.44% | 39,545 | -834 | -2.1% | -$62.46万 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $4,469.70万 | 8.21% | 1,174,381 | 16,609 | 1.4% | $63.21万 | 加仓 |
| VO | VANGUARD INDEX FDS | $5,689.53万 | 10.45% | 706,160 | 7,092 | 1.0% | $57.14万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $6,137.63万 | 11.28% | 861,421 | 2,313 | 0.3% | $16.48万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $6,432.46万 | 11.82% | 2,322,186 | -5,862 | -0.3% | -$16.24万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $9,348.30万 | 17.17% | 658,842 | 12,473 | 1.9% | $176.98万 | 加仓 |