REDW Wealth LLC
ALBUQUERQUE NM · SEC CIK 0001688931
$2.79亿2026Q2 申报市值
104持仓数
52.3%前十大占比 · 第一大 8.7%
6 / 2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
USTB 加仓+$186.31万
VTV 加仓+$180.88万
AVDE 加仓+$147.80万
AVUS 加仓+$106.04万
TCHP 加仓+$68.66万
2026Q2 卖出最多 按季末市值估算
JQUA 减仓-$160.96万
BSV 减仓-$156.62万
DIMENSIONAL ETF 减仓-$142.84万
VWO 减仓-$108.31万
VTI 减仓-$79.48万
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 | $2,427.35万 | 8.70% | 65,597 | -2,148 | -3.2% | -$79.48万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $1,950.27万 | 6.99% | 269,822 | -22,269 | -7.6% | -$160.96万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $1,867.34万 | 6.69% | 145,795 | 8,279 | 6.0% | $106.04万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,827.93万 | 6.55% | 256,551 | -10,774 | -4.0% | -$76.76万 | 减仓 |
| IVV | ISHARES TR | $1,466.12万 | 5.25% | 19,577 | -286 | -1.4% | -$21.42万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,228.50万 | 4.40% | 242,930 | -11,323 | -4.5% | -$57.26万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $1,084.24万 | 3.88% | 139,165 | -20,103 | -12.6% | -$156.62万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $984.01万 | 3.53% | 110,315 | 16,569 | 17.7% | $147.80万 | 加仓 |
| EMXC | ISHARES INC | $938.25万 | 3.36% | 91,716 | -7,269 | -7.3% | -$74.36万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $811.56万 | 2.91% | 84,108 | 2,946 | 3.6% | $28.43万 | 加仓 |
| USTB | VICTORY PORTFOLIOS II | $797.22万 | 2.86% | 157,490 | 36,805 | 30.5% | $186.31万 | 加仓 |
| AGG | ISHARES TR | $673.68万 | 2.41% | 68,062 | -1,387 | -2.0% | -$13.73万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $635.94万 | 2.28% | 152,395 | -34,229 | -18.3% | -$142.84万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $595.99万 | 2.14% | 27,348 | 8,300 | 43.6% | $180.88万 | 加仓 |
| IEFA | ISHARES TR | $442.84万 | 1.59% | 45,852 | -1,898 | -4.0% | -$18.33万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $430.76万 | 1.54% | 44,670 | -3,340 | -7.0% | -$32.21万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $421.93万 | 1.51% | 70,687 | -18,145 | -20.4% | -$108.31万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $410.71万 | 1.47% | 32,134 | 4,472 | 16.2% | $57.16万 | 加仓 |
| TCHP | T ROWE PRICE EXCHANGE-TRADED | $392.08万 | 1.40% | 78,276 | 13,708 | 21.2% | $68.66万 | 加仓 |
| AAPL | APPLE INC | $340.88万 | 1.22% | 11,781 | 802 | 7.3% | $23.21万 | 加仓 |
| IWM | ISHARES TR | $336.77万 | 1.21% | 11,209 | -136 | -1.2% | -$4.09万 | 减仓 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $325.92万 | 1.17% | 25,261 | 2,795 | 12.4% | $36.06万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $321.86万 | 1.15% | 38,943 | -83 | -0.2% | -$6,860 | 减仓 |
| PAVE | GLOBAL X FDS | $308.38万 | 1.10% | 52,339 | -25 | -0.0% | -$1,473 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $298.20万 | 1.07% | 50,560 | -2,613 | -4.9% | -$15.41万 | 减仓 |
| VO | VANGUARD INDEX FDS | $275.05万 | 0.99% | 34,138 | 2,142 | 6.7% | $17.26万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $267.32万 | 0.96% | 12,564 | -31 | -0.2% | -$6,596 | 减仓 |
| CAT | CATERPILLAR INC | $249.72万 | 0.89% | 2,345 | 5 | 0.2% | $5,325 | 加仓 |
| IEMG | ISHARES INC | $235.08万 | 0.84% | 28,378 | -1,048 | -3.6% | -$8.68万 | 减仓 |
| FDEM | FIDELITY COVINGTON TRUST | $234.88万 | 0.84% | 64,653 | 9,141 | 16.5% | $33.21万 | 加仓 |
| IVW | ISHARES TR | $226.28万 | 0.81% | 16,453 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $215.59万 | 0.77% | 25,028 | -172 | -0.7% | -$1.48万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $207.30万 | 0.74% | 28,239 | -1,532 | -5.1% | -$11.25万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $200.00万 | 0.72% | 2,678 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $176.13万 | 0.63% | 60,820 | -221 | -0.4% | -$6,400 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $169.84万 | 0.61% | 53,561 | 895 | 1.7% | $2.84万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $167.47万 | 0.60% | 28,775 | -443 | -1.5% | -$2.58万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $156.65万 | 0.56% | 25,769 | 580 | 2.3% | $3.53万 | 加仓 |
| FESM | FIDELITY COVINGTON TRUST | $156.42万 | 0.56% | 32,392 | 6,507 | 25.1% | $31.42万 | 加仓 |
| IBDW | ISHARES TR | $150.85万 | 0.54% | 72,386 | -3,944 | -5.2% | -$8.22万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $143.76万 | 0.52% | 2,873 | 23 | 0.8% | $1.15万 | 加仓 |
| TSLA | TESLA INC | $139.93万 | 0.50% | 3,327 | 72 | 2.2% | $3.03万 | 加仓 |
| QDEF | FLEXSHARES TR | $139.52万 | 0.50% | 16,033 | 15 | 0.1% | $1,305 | 加仓 |
| AMZN | AMAZON COM INC | $132.25万 | 0.47% | 5,549 | 252 | 4.8% | $6.01万 | 加仓 |
| MSFT | MICROSOFT CORP | $123.40万 | 0.44% | 3,308 | 192 | 6.2% | $7.16万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $102.25万 | 0.37% | 8,196 | -999 | -10.9% | -$12.46万 | 减仓 |
| HYGV | FLEXSHARES TR | $99.68万 | 0.36% | 24,758 | -2,062 | -7.7% | -$8.30万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $98.84万 | 0.35% | 4,940 | 585 | 13.4% | $11.71万 | 加仓 |
| GOOG | ALPHABET INC | $96.29万 | 0.35% | 2,725 | 34 | 1.3% | $1.20万 | 加仓 |
| IBDX | ISHARES TR | $94.90万 | 0.34% | 37,673 | -1,664 | -4.2% | -$4.19万 | 减仓 |
| IBDV | ISHARES TR | $91.66万 | 0.33% | 42,045 | -3,313 | -7.3% | -$7.22万 | 减仓 |
| GOOGL | ALPHABET INC | $91.59万 | 0.33% | 2,563 | 268 | 11.7% | $9.58万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $89.99万 | 0.32% | 23,199 | -1,207 | -4.9% | -$4.68万 | 减仓 |
| ICSH | ISHARES TR | $79.20万 | 0.28% | 15,658 | -1,652 | -9.5% | -$8.36万 | 减仓 |
| SCZ | ISHARES TR | $76.95万 | 0.28% | 9,353 | -123 | -1.3% | -$1.01万 | 减仓 |
| WMT | WALMART INC | $74.96万 | 0.27% | 6,618 | 65 | 1.0% | $7,362 | 加仓 |
| IYW | ISHARES TR | $71.03万 | 0.25% | 2,816 | 0 | 0.0% | — | 不变 |
| XSOE | WISDOMTREE TR | $67.68万 | 0.24% | 13,762 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $66.59万 | 0.24% | 8,426 | 6 | 0.1% | $474 | 加仓 |
| XT | ISHARES TR | $61.29万 | 0.22% | 7,417 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $60.75万 | 0.22% | 825 | -20 | -2.4% | -$1.47万 | 减仓 |
| EEM | ISHARES TR | $56.59万 | 0.20% | 8,272 | -384 | -4.4% | -$2.63万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $51.43万 | 0.18% | 1,077 | -2 | -0.2% | -$955 | 减仓 |
| SDSI | AMERICAN CENTY ETF TR | $51.09万 | 0.18% | 9,949 | 9,949 | — | $51.09万 | 新建仓 |
| XNTK | SPDR SERIES TRUST | $49.89万 | 0.18% | 1,277 | 0 | 0.0% | — | 不变 |
| SCHO | SCHWAB STRATEGIC TR | $48.12万 | 0.17% | 19,933 | -26 | -0.1% | -$628 | 减仓 |
| VB | VANGUARD INDEX FDS | $47.89万 | 0.17% | 1,580 | 0 | 0.0% | — | 不变 |
| NFRA | FLEXSHARES TR | $46.16万 | 0.17% | 7,199 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $44.69万 | 0.16% | 4,051 | 51 | 1.3% | $5,626 | 加仓 |
| META | META PLATFORMS INC | $42.47万 | 0.15% | 754 | 29 | 4.0% | $1.63万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $41.74万 | 0.15% | 15,067 | -1,075 | -6.7% | -$2.98万 | 减仓 |
| DAL | DELTA AIR LINES INC | $41.25万 | 0.15% | 4,404 | 36 | 0.8% | $3,372 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $41.09万 | 0.15% | 584 | 1 | 0.2% | $704 | 加仓 |
| PWRD | TCW ETF TRUST | $41.03万 | 0.15% | 3,337 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $39.76万 | 0.14% | 2,908 | 109 | 3.9% | $1.49万 | 加仓 |
| DE | DEERE & CO | $38.69万 | 0.14% | 610 | 5 | 0.8% | $3,172 | 加仓 |
| EFA | ISHARES TR | $38.18万 | 0.14% | 3,675 | 0 | 0.0% | — | 不变 |
| USRT | ISHARES TR | $36.70万 | 0.13% | 5,523 | 2 | 0.0% | $133 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $36.07万 | 0.13% | 7,158 | 0 | 0.0% | — | 不变 |
| HDEF | DBX ETF TR | $35.58万 | 0.13% | 11,070 | 0 | 0.0% | — | 不变 |
| SPTL | SPDR SERIES TRUST | $34.71万 | 0.12% | 13,232 | -1,387 | -9.5% | -$3.64万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $34.68万 | 0.12% | 10,248 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $34.27万 | 0.12% | 1,362 | 44 | 3.3% | $1.11万 | 加仓 |
| AIQ | GLOBAL X FDS | $34.02万 | 0.12% | 5,185 | -464 | -8.2% | -$3.04万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $33.96万 | 0.12% | 2,316 | 47 | 2.1% | $6,892 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $32.74万 | 0.12% | 8,251 | -1,000 | -10.8% | -$3.97万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $32.61万 | 0.12% | 785 | -27 | -3.3% | -$1.12万 | 减仓 |
| LLY | ELI LILLY & CO | $31.93万 | 0.11% | 266 | 21 | 8.6% | $2.52万 | 加仓 |
| IBDU | ISHARES TR | $31.87万 | 0.11% | 13,761 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $30.18万 | 0.11% | 2,035 | -205 | -9.2% | -$3.04万 | 减仓 |
| GLD | SPDR GOLD TR | $29.51万 | 0.11% | 801 | 3 | 0.4% | $1,105 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $28.25万 | 0.10% | 1,781 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $27.50万 | 0.10% | 752 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $27.30万 | 0.10% | 7,579 | -11,852 | -61.0% | -$42.69万 | 减仓 |
| V | VISA INC | $25.63万 | 0.09% | 747 | 27 | 3.8% | $9,263 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $24.09万 | 0.09% | 736 | 736 | — | $24.09万 | 新建仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $23.83万 | 0.09% | 4,455 | 4,455 | — | $23.83万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $23.81万 | 0.09% | 1,436 | 96 | 7.2% | $1.59万 | 加仓 |
| UBND | VICTORY PORTFOLIOS II | $23.14万 | 0.08% | 10,651 | 10,651 | — | $23.14万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $22.98万 | 0.08% | 246 | 13 | 5.6% | $1.21万 | 加仓 |