RITHOLTZ WEALTH MANAGEMENT
NEW YORK NY · SEC CIK 0001698218
$67.05亿2026Q2 申报市值
1,313持仓数
37.5%前十大占比 · 第一大 9.3%
181 / 76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
SPY 加仓+$9,923.85万
EA SERIES TRUST 新建仓+$4,843.54万
VTI 加仓+$4,262.86万
QQQ 加仓+$2,526.44万
STIP 加仓+$1,152.46万
2026Q2 卖出最多 按季末市值估算
USMV 减仓-$7,674.69万
BIL 减仓-$7,007.06万
IVV 减仓-$3,824.21万
VOO 减仓-$842.58万
AMZN 减仓-$415.59万
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 | $6.25亿 | 9.33% | 1,689,593 | 115,200 | 7.3% | $4,262.86万 | 加仓 |
| IVV | ISHARES TR | $3.56亿 | 5.31% | 475,333 | -51,065 | -9.7% | -$3,824.21万 | 减仓 |
| STIP | ISHARES TR | $2.58亿 | 3.84% | 2,522,612 | 112,809 | 4.7% | $1,152.46万 | 加仓 |
| QQQ | INVESCO QQQ TR | $2.49亿 | 3.72% | 338,708 | 34,308 | 11.3% | $2,526.44万 | 加仓 |
| AAPL | APPLE INC | $1.95亿 | 2.91% | 674,862 | 24,083 | 3.7% | $696.87万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1.85亿 | 2.76% | 4,066,886 | 61,088 | 1.5% | $277.89万 | 加仓 |
| VFMO | VANGUARD WELLINGTON FD | $1.84亿 | 2.75% | 737,643 | 30,444 | 4.3% | $759.61万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $1.63亿 | 2.44% | 2,225,187 | 103,182 | 4.9% | $757.46万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1.58亿 | 2.35% | 4,069,099 | 211,591 | 5.5% | $820.76万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1.42亿 | 2.12% | 711,310 | 30,845 | 4.5% | $617.18万 | 加仓 |
| IEFA | ISHARES TR | $1.33亿 | 1.98% | 1,372,046 | 29,550 | 2.2% | $285.39万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1.32亿 | 1.97% | 176,908 | 132,890 | 301.9% | $9,923.85万 | 加仓 |
| AGG | ISHARES TR | $1.27亿 | 1.89% | 1,283,233 | 40,115 | 3.2% | $397.06万 | 加仓 |
| IMTM | ISHARES TR | $9,734.19万 | 1.45% | 1,825,275 | 102,546 | 6.0% | $546.88万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $9,571.16万 | 1.43% | 2,385,040 | 103,516 | 4.5% | $415.41万 | 加仓 |
| IEMG | ISHARES INC | $7,517.80万 | 1.12% | 907,508 | 4,110 | 0.5% | $34.05万 | 加仓 |
| MSFT | MICROSOFT CORP | $6,935.50万 | 1.03% | 185,928 | 1,247 | 0.7% | $46.52万 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $6,230.83万 | 0.93% | 1,460,337 | 35,906 | 2.5% | $153.20万 | 加仓 |
| AMZN | AMAZON COM INC | $5,997.74万 | 0.89% | 251,646 | -17,437 | -6.5% | -$415.59万 | 减仓 |
| GOOGL | ALPHABET INC | $5,940.52万 | 0.89% | 166,229 | 648 | 0.4% | $23.16万 | 加仓 |
| GOOG | ALPHABET INC | $5,495.55万 | 0.82% | 155,536 | 3,767 | 2.5% | $133.10万 | 加仓 |
| — | EA SERIES TRUST | $4,843.54万 | 0.72% | 1,904,208 | 1,904,208 | — | $4,843.54万 | 新建仓 |
| IGSB | ISHARES TR | $4,501.77万 | 0.67% | 858,952 | 37,902 | 4.6% | $198.64万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $4,433.77万 | 0.66% | 38,411 | 6,943 | 22.1% | $801.43万 | 加仓 |
| LQD | ISHARES TR | $4,099.11万 | 0.61% | 375,824 | 19,443 | 5.5% | $212.06万 | 加仓 |
| AVGO | BROADCOM INC | $3,867.94万 | 0.58% | 102,394 | -254 | -0.2% | -$9.59万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3,501.23万 | 0.52% | 73,313 | 708 | 1.0% | $33.81万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $3,500.72万 | 0.52% | 54,808 | 7,421 | 15.7% | $474.00万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $3,261.29万 | 0.49% | 99,633 | 2,625 | 2.7% | $85.92万 | 加仓 |
| SUB | ISHARES TR | $2,845.01万 | 0.42% | 267,213 | -4,043 | -1.5% | -$43.05万 | 减仓 |
| WMT | WALMART INC | $2,787.18万 | 0.42% | 246,087 | -2,329 | -0.9% | -$26.38万 | 减仓 |
| LLY | ELI LILLY & CO | $2,689.09万 | 0.40% | 22,420 | 271 | 1.2% | $32.50万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $2,681.45万 | 0.40% | 27,787 | 590 | 2.2% | $56.94万 | 加仓 |
| TSLA | TESLA INC | $2,630.15万 | 0.39% | 62,533 | 2,479 | 4.1% | $104.27万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,586.57万 | 0.39% | 51,691 | 2,177 | 4.4% | $108.93万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $2,570.98万 | 0.38% | 101,232 | 1,687 | 1.7% | $42.84万 | 加仓 |
| V | VISA INC | $2,456.45万 | 0.37% | 71,598 | 3,730 | 5.5% | $127.97万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $2,437.21万 | 0.36% | 26,053 | 2,566 | 10.9% | $240.04万 | 加仓 |
| ORI | OLD REP INTL CORP | $2,349.49万 | 0.35% | 574,168 | -6,083 | -1.0% | -$24.89万 | 减仓 |
| META | META PLATFORMS INC | $2,310.13万 | 0.34% | 41,011 | -15 | -0.0% | -$8,449 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $2,082.57万 | 0.31% | 35,850 | 1,920 | 5.7% | $111.54万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,971.72万 | 0.29% | 276,732 | -18,456 | -6.3% | -$131.50万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $1,946.08万 | 0.29% | 44,910 | 2,304 | 5.4% | $99.84万 | 加仓 |
| CAT | CATERPILLAR INC | $1,858.82万 | 0.28% | 17,455 | 1,168 | 7.2% | $124.38万 | 加仓 |
| C | CITIGROUP INC | $1,848.18万 | 0.28% | 132,051 | 1,490 | 1.1% | $20.85万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $1,795.89万 | 0.27% | 188,863 | 14,090 | 8.1% | $133.98万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,792.59万 | 0.27% | 26,100 | -12,268 | -32.0% | -$842.58万 | 减仓 |
| IJR | ISHARES TR | $1,780.54万 | 0.27% | 120,055 | -12,887 | -9.7% | -$191.13万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $1,709.27万 | 0.25% | 135,292 | -3,951 | -2.8% | -$49.92万 | 减仓 |
| CSCO | CISCO SYS INC | $1,690.85万 | 0.25% | 143,951 | 27,215 | 23.3% | $319.67万 | 加仓 |
| ASML | ASML HLDG NV | $1,662.82万 | 0.25% | 8,358 | 1,188 | 16.6% | $236.35万 | 加仓 |
| NVS | NOVARTIS AG | $1,658.39万 | 0.25% | 105,819 | 1,673 | 1.6% | $26.22万 | 加仓 |
| IEF | ISHARES TR | $1,582.05万 | 0.24% | 167,289 | 2,394 | 1.5% | $22.64万 | 加仓 |
| MO | ALTRIA GROUP INC | $1,562.05万 | 0.23% | 217,102 | 13,593 | 6.7% | $97.80万 | 加仓 |
| BAC | BANK OF AMER CORP | $1,532.47万 | 0.23% | 268,949 | 45,960 | 20.6% | $261.88万 | 加仓 |
| KLAC | KLA CORP | $1,488.48万 | 0.22% | 49,335 | 5,035 | 11.4% | $151.91万 | 加仓 |
| — | EXXON MOBIL CORP | $1,437.72万 | 0.21% | 105,158 | 1,641 | 1.6% | $22.44万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $1,346.70万 | 0.20% | 40,794 | 923 | 2.3% | $30.47万 | 加仓 |
| CLS | CELESTICA INC | $1,334.00万 | 0.20% | 36,568 | -1,540 | -4.0% | -$56.18万 | 减仓 |
| EME | EMCOR GROUP INC | $1,324.63万 | 0.20% | 15,962 | 410 | 2.6% | $34.02万 | 加仓 |
| PHM | PULTE GROUP INC | $1,313.07万 | 0.20% | 95,698 | 1,476 | 1.6% | $20.25万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $1,311.36万 | 0.20% | 72,487 | 553 | 0.8% | $10.00万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,288.59万 | 0.19% | 149,593 | 4,777 | 3.3% | $41.15万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $1,270.27万 | 0.19% | 24,733 | -1,430 | -5.5% | -$73.44万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $1,263.79万 | 0.19% | 86,183 | 6,821 | 8.6% | $100.02万 | 加仓 |
| ABBV | ABBVIE INC | $1,245.30万 | 0.19% | 49,487 | 1,552 | 3.2% | $39.05万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,238.53万 | 0.18% | 12,246 | 989 | 8.8% | $100.03万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $1,217.78万 | 0.18% | 365,810 | 6,508 | 1.8% | $21.67万 | 加仓 |
| SNDK | SANDISK CORP | $1,214.42万 | 0.18% | 5,341 | 1,725 | 47.7% | $392.22万 | 加仓 |
| TPR | TAPESTRY INC | $1,178.35万 | 0.18% | 80,500 | 3,384 | 4.4% | $49.53万 | 加仓 |
| MLI | MUELLER INDS INC | $1,144.11万 | 0.17% | 93,070 | 5,405 | 6.2% | $66.44万 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $1,135.87万 | 0.17% | 453,258 | -1,949 | -0.4% | -$4.88万 | 减仓 |
| GE | GE AEROSPACE | $1,108.73万 | 0.17% | 29,667 | 2,523 | 9.3% | $94.29万 | 加仓 |
| FIX | COMFORT SYS USA INC | $1,076.62万 | 0.16% | 5,432 | 365 | 7.2% | $72.34万 | 加仓 |
| MCK | MCKESSON CORP | $1,060.15万 | 0.16% | 14,031 | 227 | 1.6% | $17.15万 | 加仓 |
| AMAT | APPLIED MATLS INC | $1,025.48万 | 0.15% | 14,184 | -22 | -0.2% | -$1.59万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $1,022.46万 | 0.15% | 77,155 | -150 | -0.2% | -$1.99万 | 减仓 |
| EBAY | EBAY INC. | $1,010.29万 | 0.15% | 90,406 | 11,118 | 14.0% | $124.24万 | 加仓 |
| IEI | ISHARES TR | $1,005.39万 | 0.15% | 85,601 | 664 | 0.8% | $7.80万 | 加仓 |
| GEV | GE VERNOVA INC | $1,001.16万 | 0.15% | 8,522 | 609 | 7.7% | $71.55万 | 加仓 |
| USB | US BANCORP | $999.96万 | 0.15% | 165,556 | 1,596 | 1.0% | $9.64万 | 加仓 |
| ORCL | ORACLE CORP | $985.70万 | 0.15% | 67,260 | -2,224 | -3.2% | -$32.59万 | 减仓 |
| VOD | VODAFONE GROUP PLC | $981.37万 | 0.15% | 742,058 | -3,370 | -0.5% | -$4.46万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $976.51万 | 0.15% | 169,475 | 59,816 | 54.5% | $344.66万 | 加仓 |
| BPOP | POPULAR INC | $973.93万 | 0.15% | 59,321 | 2,931 | 5.2% | $48.12万 | 加仓 |
| IWD | ISHARES TR | $953.02万 | 0.14% | 39,311 | -3,077 | -7.3% | -$74.60万 | 减仓 |
| KO | COCA COLA CO | $951.25万 | 0.14% | 117,049 | 5,427 | 4.9% | $44.11万 | 加仓 |
| HD | HOME DEPOT INC | $945.43万 | 0.14% | 26,807 | -826 | -3.0% | -$29.13万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $944.58万 | 0.14% | 158,248 | 9,963 | 6.7% | $59.47万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $931.22万 | 0.14% | 22,405 | 8,452 | 60.6% | $351.29万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $929.51万 | 0.14% | 219,536 | -3,345 | -1.5% | -$14.16万 | 减仓 |
| JBL | JABIL INC | $917.76万 | 0.14% | 23,808 | 1,376 | 6.1% | $53.04万 | 加仓 |
| UNP | UNION PAC CORP | $906.21万 | 0.14% | 33,317 | 1,665 | 5.3% | $45.29万 | 加仓 |
| RTX | RTX CORPORATION | $906.00万 | 0.14% | 47,752 | 408 | 0.9% | $7.74万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $903.52万 | 0.13% | 20,941 | 2,127 | 11.3% | $91.77万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $880.98万 | 0.13% | 142,646 | -2,275 | -1.6% | -$14.05万 | 减仓 |
| CIEN | CIENA CORP | $880.16万 | 0.13% | 17,942 | 7,359 | 69.5% | $361.00万 | 加仓 |
| INTC | INTEL CORP | $869.22万 | 0.13% | 62,252 | 14,385 | 30.1% | $200.86万 | 加仓 |
| MS | MORGAN STANLEY | $864.83万 | 0.13% | 41,371 | 1,171 | 2.9% | $24.48万 | 加仓 |
| SHYG | ISHARES TR | $852.82万 | 0.13% | 201,089 | 9,762 | 5.1% | $41.40万 | 加仓 |