REDW Wealth LLC
ALBUQUERQUE NM · SEC CIK 0001688931
$2.51亿2026Q1 申报市值
99持仓数
53.1%前十大占比 · 第一大 8.7%
2 / 5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
USTB 加仓+$290.27万
AVDE 加仓+$210.84万
EQWL 加仓+$155.60万
VONG 加仓+$92.57万
TCHP 加仓+$84.10万
2026Q1 卖出最多 按季末市值估算
JQUA 减仓-$292.53万
VEA 减仓-$253.29万
DIMENSIONAL ETF 减仓-$210.53万
VTI 减仓-$189.50万
AVUS 减仓-$107.81万
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 |
|---|---|---|---|---|---|---|---|---|
| DVYE | ISHARES INC | $0 | 0.00% | 0 | -10,497 | -100.0% | -$32.71万 | 清仓 |
| VYM | VANGUARD WHITEHALL FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | -1,935 | -100.0% | -$24.24万 | 清仓 |
| SCHH | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -10,506 | -100.0% | -$21.95万 | 清仓 |
| VST | VISTRA CORP | $0 | 0.00% | 0 | -1,266 | -100.0% | -$20.42万 | 清仓 |
| XLK | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -1,394 | -100.0% | -$20.08万 | 清仓 |
| IYK | ISHARES TR | $20.21万 | 0.08% | 2,886 | 2,886 | — | $20.21万 | 新建仓 |
| SCHE | SCHWAB STRATEGIC TR | $20.71万 | 0.08% | 6,284 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $21.76万 | 0.09% | 720 | 21 | 3.0% | $6,347 | 加仓 |
| DEM | WISDOMTREE TR | $22.36万 | 0.09% | 4,500 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $22.54万 | 0.09% | 245 | -6 | -2.4% | -$5,521 | 减仓 |
| VBK | VANGUARD INDEX FDS | $22.73万 | 0.09% | 752 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $23.27万 | 0.09% | 233 | -64 | -21.5% | -$6.39万 | 重新持有 |
| XLV | SELECT SECTOR SPDR TR | $26.10万 | 0.10% | 1,781 | 1 | 0.1% | $147 | 加仓 |
| AIQ | GLOBAL X FDS | $26.36万 | 0.11% | 5,649 | -1,622 | -22.3% | -$7.57万 | 减仓 |
| CVX | CHEVRON CORPORATION | $27.72万 | 0.11% | 1,340 | 11 | 0.8% | $2,276 | 加仓 |
| IJR | ISHARES TR | $27.85万 | 0.11% | 2,240 | -36 | -1.6% | -$4,475 | 减仓 |
| ABBV | ABBVIE INC | $28.67万 | 0.11% | 1,318 | -3 | -0.2% | -$652 | 减仓 |
| DAL | DELTA AIR LINES INC | $29.04万 | 0.12% | 4,368 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $29.85万 | 0.12% | 10,248 | 0 | 0.0% | — | 不变 |
| IBDU | ISHARES TR | $32.01万 | 0.13% | 13,761 | 341 | 2.5% | $7,932 | 加仓 |
| XNTK | SPDR SERIES TRUST | $32.60万 | 0.13% | 1,277 | 0 | 0.0% | — | 不变 |
| PWRD | TCW ETF TRUST | $32.62万 | 0.13% | 3,337 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $32.68万 | 0.13% | 7,158 | 0 | 0.0% | — | 不变 |
| USRT | ISHARES TR | $32.68万 | 0.13% | 5,521 | 1 | 0.0% | $59 | 加仓 |
| PG | PROCTER & GAMBLE CO | $32.77万 | 0.13% | 2,269 | 13 | 0.6% | $1,878 | 加仓 |
| DE | DEERE & CO | $34.08万 | 0.14% | 605 | 3 | 0.5% | $1,690 | 加仓 |
| GLD | SPDR GOLD TR | $34.34万 | 0.14% | 798 | 101 | 14.5% | $4.35万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $35.23万 | 0.14% | 812 | 46 | 6.0% | $2.00万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $35.39万 | 0.14% | 9,251 | -1,221 | -11.7% | -$4.67万 | 减仓 |
| EFA | ISHARES TR | $35.70万 | 0.14% | 3,675 | -302 | -7.6% | -$2.93万 | 减仓 |
| HDEF | DBX ETF TR | $35.88万 | 0.14% | 11,070 | -790 | -6.7% | -$2.56万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $35.95万 | 0.14% | 583 | 2 | 0.3% | $1,233 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $36.46万 | 0.15% | 1,079 | 11 | 1.0% | $3,717 | 加仓 |
| SPTL | SPDR SERIES TRUST | $38.45万 | 0.15% | 14,619 | -1,547 | -9.6% | -$4.07万 | 减仓 |
| IWR | ISHARES TR | $38.89万 | 0.16% | 4,000 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $39.95万 | 0.16% | 16,142 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $41.38万 | 0.17% | 1,580 | -276 | -14.9% | -$7.23万 | 减仓 |
| META | META PLATFORMS INC | $41.48万 | 0.17% | 725 | -60 | -7.6% | -$3.43万 | 减仓 |
| NFRA | FLEXSHARES TR | $46.04万 | 0.18% | 7,199 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $47.49万 | 0.19% | 2,799 | 33 | 1.2% | $5,599 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $48.44万 | 0.19% | 19,959 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $48.77万 | 0.19% | 845 | -1,040 | -55.2% | -$60.03万 | 减仓 |
| EEM | ISHARES TR | $49.16万 | 0.20% | 8,656 | 0 | 0.0% | — | 不变 |
| XT | ISHARES TR | $50.55万 | 0.20% | 7,417 | -1,837 | -19.9% | -$12.52万 | 减仓 |
| IYW | ISHARES TR | $51.08万 | 0.20% | 2,816 | 2,816 | — | $51.08万 | 新建仓 |
| XSOE | WISDOMTREE TR | $55.19万 | 0.22% | 13,762 | -4,320 | -23.9% | -$17.32万 | 减仓 |
| GOOGL | ALPHABET INC | $66.00万 | 0.26% | 2,295 | -103 | -4.3% | -$2.96万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $66.74万 | 0.27% | 8,420 | -288 | -3.3% | -$2.28万 | 减仓 |
| — | GLOBAL X FDS | $69.17万 | 0.28% | 19,431 | -5,948 | -23.4% | -$21.17万 | 减仓 |
| SCZ | ISHARES TR | $74.30万 | 0.30% | 9,476 | -1,211 | -11.3% | -$9.50万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $75.95万 | 0.30% | 4,355 | 258 | 6.3% | $4.50万 | 加仓 |
| GOOG | ALPHABET INC | $77.20万 | 0.31% | 2,691 | -53 | -1.9% | -$1.52万 | 减仓 |
| WMT | WALMART INC | $81.44万 | 0.32% | 6,553 | 41 | 0.6% | $5,095 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $85.52万 | 0.34% | 24,406 | -304 | -1.2% | -$1.07万 | 减仓 |
| ICSH | ISHARES TR | $87.62万 | 0.35% | 17,310 | 987 | 6.0% | $5.00万 | 加仓 |
| FESM | FIDELITY COVINGTON TRUST | $98.36万 | 0.39% | 25,885 | 10,104 | 64.0% | $38.40万 | 加仓 |
| IBDV | ISHARES TR | $99.29万 | 0.40% | 45,358 | -2,422 | -5.1% | -$5.30万 | 减仓 |
| IBDX | ISHARES TR | $99.40万 | 0.40% | 39,337 | -1,940 | -4.7% | -$4.90万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $101.58万 | 0.41% | 9,195 | 0 | 0.0% | — | 不变 |
| HYGV | FLEXSHARES TR | $107.44万 | 0.43% | 26,820 | -1,577 | -5.6% | -$6.32万 | 减仓 |
| AMZN | AMAZON COM INC | $110.32万 | 0.44% | 5,297 | 95 | 1.8% | $1.98万 | 加仓 |
| MSFT | MICROSOFT CORP | $115.36万 | 0.46% | 3,116 | -87 | -2.7% | -$3.22万 | 减仓 |
| TSLA | TESLA INC | $121.00万 | 0.48% | 3,255 | -32 | -1.0% | -$1.19万 | 减仓 |
| QDEF | FLEXSHARES TR | $127.86万 | 0.51% | 16,018 | 36 | 0.2% | $2,874 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $136.57万 | 0.54% | 2,850 | 72 | 2.6% | $3.45万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $142.52万 | 0.57% | 25,189 | 2 | 0.0% | $113 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $153.21万 | 0.61% | 61,041 | -122 | -0.2% | -$3,062 | 减仓 |
| IBDW | ISHARES TR | $159.76万 | 0.64% | 76,330 | -2,609 | -3.3% | -$5.46万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $161.58万 | 0.64% | 52,666 | -2,320 | -4.2% | -$7.12万 | 减仓 |
| CAT | CATERPILLAR INC | $165.78万 | 0.66% | 2,340 | 3 | 0.1% | $2,125 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $171.04万 | 0.68% | 29,218 | -1,315 | -4.3% | -$7.70万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $174.16万 | 0.69% | 2,678 | -459 | -14.6% | -$29.85万 | 减仓 |
| FDEM | FIDELITY COVINGTON TRUST | $175.31万 | 0.70% | 55,512 | 12,288 | 28.4% | $38.81万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $183.45万 | 0.73% | 4,200 | -1,551 | -27.0% | -$67.75万 | 减仓 |
| IVW | ISHARES TR | $186.10万 | 0.74% | 16,453 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $205.25万 | 0.82% | 29,426 | -937 | -3.1% | -$6.54万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $219.23万 | 0.87% | 29,771 | -1,054 | -3.4% | -$7.76万 | 减仓 |
| VO | VANGUARD INDEX FDS | $229.73万 | 0.92% | 7,999 | 5 | 0.1% | $1,436 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $241.72万 | 0.96% | 12,595 | -3,477 | -21.6% | -$66.73万 | 减仓 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $258.90万 | 1.03% | 22,466 | 13,502 | 150.6% | $155.60万 | 加仓 |
| PAVE | GLOBAL X FDS | $266.06万 | 1.06% | 52,364 | 2,049 | 4.1% | $10.41万 | 加仓 |
| AAPL | APPLE INC | $278.64万 | 1.11% | 10,979 | -2,525 | -18.7% | -$64.08万 | 减仓 |
| IWM | ISHARES TR | $281.36万 | 1.12% | 11,345 | -569 | -4.8% | -$14.11万 | 减仓 |
| TCHP | T ROWE PRICE ETF INC | $285.26万 | 1.14% | 64,568 | 19,036 | 41.8% | $84.10万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $303.42万 | 1.21% | 27,662 | 8,439 | 43.9% | $92.57万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $316.64万 | 1.26% | 53,173 | -3,796 | -6.7% | -$22.61万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $322.94万 | 1.29% | 39,026 | -1,022 | -2.6% | -$8.46万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $373.73万 | 1.49% | 19,048 | 3,037 | 19.0% | $59.59万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $425.85万 | 1.70% | 48,010 | -5,349 | -10.0% | -$47.45万 | 减仓 |
| IEFA | ISHARES TR | $432.28万 | 1.72% | 47,750 | -3,488 | -6.8% | -$31.58万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $480.13万 | 1.91% | 88,832 | -4,518 | -4.8% | -$24.42万 | 减仓 |
| USTB | VICTORY PORTFOLIOS II | $610.43万 | 2.43% | 120,685 | 57,389 | 90.7% | $290.27万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $654.00万 | 2.61% | 81,162 | 9,402 | 13.1% | $75.76万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $686.03万 | 2.74% | 186,624 | -57,272 | -23.5% | -$210.53万 | 减仓 |
| AGG | ISHARES TR | $689.42万 | 2.75% | 69,449 | -2,134 | -3.0% | -$21.18万 | 减仓 |
| EMXC | ISHARES INC | $778.62万 | 3.11% | 98,985 | -9,454 | -8.7% | -$74.37万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $795.34万 | 3.17% | 93,746 | 24,851 | 36.1% | $210.84万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $1,248.82万 | 4.98% | 159,268 | -7,749 | -4.6% | -$60.76万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,286.77万 | 5.13% | 254,253 | -13,291 | -5.0% | -$67.27万 | 减仓 |