RITHOLTZ WEALTH MANAGEMENT
NEW YORK NY · SEC CIK 0001698218
$57.65亿2026Q1 申报市值
1,191持仓数
37.7%前十大占比 · 第一大 8.8%
154 / 81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
USMV 新建仓+$7,423.84万
BIL 加仓+$7,323.78万
VTI 加仓+$4,513.25万
AAPL 加仓+$1,704.76万
BND 加仓+$1,596.50万
2026Q1 卖出最多 按季末市值估算
SPY 减仓-$9,493.86万
QQQ 减仓-$4,800.69万
AZN 清仓-$811.33万
IVV 减仓-$562.02万
INDIVIOR PLC 清仓-$417.14万
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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $5.05亿 | 8.76% | 1,574,393 | 140,683 | 9.8% | $4,513.25万 | 加仓 |
| IVV | ISHARES TR | $3.44亿 | 5.96% | 526,398 | -8,604 | -1.6% | -$562.02万 | 减仓 |
| STIP | ISHARES TR | $2.49亿 | 4.32% | 2,409,803 | 153,948 | 6.8% | $1,592.28万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1.83亿 | 3.17% | 4,005,798 | 150,495 | 3.9% | $686.56万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1.76亿 | 3.05% | 304,400 | -83,175 | -21.5% | -$4,800.69万 | 减仓 |
| AAPL | APPLE INC | $1.65亿 | 2.87% | 650,779 | 67,172 | 11.5% | $1,704.76万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $1.56亿 | 2.71% | 2,122,005 | 216,798 | 11.4% | $1,596.50万 | 加仓 |
| VFMO | VANGUARD WELLINGTON FD | $1.39亿 | 2.42% | 707,199 | 56,191 | 8.6% | $1,107.52万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1.35亿 | 2.34% | 3,857,508 | 239,097 | 6.6% | $837.80万 | 加仓 |
| AGG | ISHARES TR | $1.23亿 | 2.14% | 1,243,118 | 46,615 | 3.9% | $462.75万 | 加仓 |
| IEFA | ISHARES TR | $1.22亿 | 2.11% | 1,342,496 | 61,359 | 4.8% | $555.48万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1.19亿 | 2.06% | 680,465 | 11,055 | 1.7% | $192.80万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $8,998.33万 | 1.56% | 2,281,524 | 124,205 | 5.8% | $489.86万 | 加仓 |
| IMTM | ISHARES TR | $8,272.54万 | 1.44% | 1,722,729 | 129,644 | 8.1% | $622.55万 | 加仓 |
| BIL | SPDR SERIES TRUST | $7,610.55万 | 1.32% | 830,484 | 799,191 | 2,553.9% | $7,323.78万 | 加仓 |
| USMV | ISHARES TR | $7,423.84万 | 1.29% | 800,500 | 800,500 | — | $7,423.84万 | 新建仓 |
| MSFT | MICROSOFT CORP | $6,836.33万 | 1.19% | 184,681 | 4,103 | 2.3% | $151.88万 | 加仓 |
| IEMG | ISHARES INC | $6,301.20万 | 1.09% | 903,398 | 25,224 | 2.9% | $175.94万 | 加仓 |
| AMZN | AMAZON COM INC | $5,604.19万 | 0.97% | 269,083 | 18,717 | 7.5% | $389.82万 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $5,096.62万 | 0.88% | 1,424,431 | 83,306 | 6.2% | $298.07万 | 加仓 |
| GOOGL | ALPHABET INC | $4,761.44万 | 0.83% | 165,581 | 9,291 | 5.9% | $267.17万 | 加仓 |
| GOOG | ALPHABET INC | $4,353.65万 | 0.76% | 151,769 | 11,983 | 8.6% | $343.74万 | 加仓 |
| IGSB | ISHARES TR | $4,315.44万 | 0.75% | 821,050 | 41,367 | 5.3% | $217.43万 | 加仓 |
| LQD | ISHARES TR | $3,884.19万 | 0.67% | 356,381 | 13,308 | 3.9% | $145.04万 | 加仓 |
| AVGO | BROADCOM INC | $3,177.05万 | 0.55% | 102,648 | 7,108 | 7.4% | $220.00万 | 加仓 |
| WMT | WALMART INC | $3,087.31万 | 0.54% | 248,416 | 7,086 | 2.9% | $88.06万 | 加仓 |
| SUB | ISHARES TR | $2,888.88万 | 0.50% | 271,256 | 9,826 | 3.8% | $104.65万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,862.69万 | 0.50% | 44,018 | -145,982 | -76.8% | -$9,493.86万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $2,853.58万 | 0.50% | 97,008 | -155 | -0.2% | -$4.56万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2,453.68万 | 0.43% | 72,605 | 3,203 | 4.6% | $108.25万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $2,433.29万 | 0.42% | 99,545 | 7,116 | 7.7% | $173.94万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,372.70万 | 0.41% | 49,514 | 793 | 1.6% | $38.00万 | 加仓 |
| META | META PLATFORMS INC | $2,347.22万 | 0.41% | 41,026 | 4,424 | 12.1% | $253.11万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $2,340.32万 | 0.41% | 23,487 | 2,256 | 10.6% | $224.80万 | 加仓 |
| ORI | OLD REP INTL CORP | $2,315.20万 | 0.40% | 580,251 | -5,291 | -0.9% | -$21.11万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $2,292.69万 | 0.40% | 38,368 | 20,744 | 117.7% | $1,239.57万 | 加仓 |
| TSLA | TESLA INC | $2,232.49万 | 0.39% | 60,054 | 938 | 1.6% | $34.87万 | 加仓 |
| V | VISA INC | $2,051.24万 | 0.36% | 67,868 | -109 | -0.2% | -$3.29万 | 减仓 |
| LLY | ELI LILLY & CO | $2,037.20万 | 0.35% | 22,149 | -34 | -0.2% | -$3.13万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $1,940.63万 | 0.34% | 139,243 | 3,925 | 2.9% | $54.70万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,891.57万 | 0.33% | 295,188 | 56,223 | 23.5% | $360.28万 | 加仓 |
| — | EXXON MOBIL CORP | $1,756.27万 | 0.30% | 103,517 | 7,248 | 7.5% | $122.97万 | 加仓 |
| IJR | ISHARES TR | $1,652.60万 | 0.29% | 132,942 | -8,608 | -6.1% | -$107.01万 | 减仓 |
| NVS | NOVARTIS AG | $1,590.82万 | 0.28% | 104,146 | 4,312 | 4.3% | $65.87万 | 加仓 |
| IEF | ISHARES TR | $1,573.75万 | 0.27% | 164,895 | -9,159 | -5.3% | -$87.41万 | 减仓 |
| C | CITIGROUP INC | $1,480.70万 | 0.26% | 130,561 | -2,118 | -1.6% | -$24.02万 | 减仓 |
| HSBC | HSBC HLDGS PLC | $1,441.70万 | 0.25% | 174,773 | 14,013 | 8.7% | $115.59万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $1,380.44万 | 0.24% | 359,302 | 11,600 | 3.3% | $44.57万 | 加仓 |
| MO | ALTRIA GROUP INC | $1,342.95万 | 0.23% | 203,509 | 16,791 | 9.0% | $110.80万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $1,307.27万 | 0.23% | 26,163 | 4,808 | 22.5% | $240.24万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $1,281.78万 | 0.22% | 47,387 | 17,471 | 58.4% | $472.58万 | 加仓 |
| MCK | MCKESSON CORP | $1,194.54万 | 0.21% | 13,804 | -14 | -0.1% | -$1.21万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $1,189.35万 | 0.21% | 71,934 | 2,408 | 3.5% | $39.81万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $1,162.96万 | 0.20% | 39,871 | 196 | 0.5% | $5.72万 | 加仓 |
| CAT | CATERPILLAR INC | $1,153.89万 | 0.20% | 16,287 | 781 | 5.0% | $55.33万 | 加仓 |
| EME | EMCOR GROUP INC | $1,148.24万 | 0.20% | 15,552 | -1,563 | -9.1% | -$115.40万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $1,146.30万 | 0.20% | 79,362 | -2,032 | -2.5% | -$29.35万 | 减仓 |
| VOD | VODAFONE GROUP PLC | $1,119.63万 | 0.19% | 745,428 | 48,076 | 6.9% | $72.21万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1,118.86万 | 0.19% | 222,881 | 38,530 | 20.9% | $193.42万 | 加仓 |
| PHM | PULTE GROUP INC | $1,108.15万 | 0.19% | 94,222 | 2,749 | 3.0% | $32.33万 | 加仓 |
| TPR | TAPESTRY INC | $1,088.19万 | 0.19% | 77,116 | 4,898 | 6.8% | $69.12万 | 加仓 |
| BAC | BANK AMERICA CORP | $1,087.07万 | 0.19% | 222,989 | -8,029 | -3.5% | -$39.14万 | 减仓 |
| CLS | CELESTICA INC | $1,073.43万 | 0.19% | 38,108 | -4,376 | -10.3% | -$123.26万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $1,065.48万 | 0.18% | 27,197 | 5,876 | 27.6% | $230.20万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1,063.11万 | 0.18% | 31,468 | 8,455 | 36.7% | $285.64万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,054.22万 | 0.18% | 24,136 | 1,065 | 4.6% | $46.52万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $1,045.40万 | 0.18% | 77,305 | 4,300 | 5.9% | $58.15万 | 加仓 |
| ABBV | ABBVIE INC | $1,042.53万 | 0.18% | 47,935 | 487 | 1.0% | $10.59万 | 加仓 |
| NFLX | NETFLIX INC. | $1,023.53万 | 0.18% | 106,451 | 21,260 | 25.0% | $204.42万 | 加仓 |
| ORCL | ORACLE CORP | $1,022.17万 | 0.18% | 69,484 | -5,737 | -7.6% | -$84.40万 | 减仓 |
| IEI | ISHARES TR | $1,007.35万 | 0.17% | 84,937 | 4,809 | 6.0% | $57.03万 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $985.98万 | 0.17% | 455,207 | -46,130 | -9.2% | -$99.92万 | 减仓 |
| MLI | MUELLER INDS INC | $971.33万 | 0.17% | 87,665 | 5,394 | 6.6% | $59.77万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $952.29万 | 0.17% | 11,257 | 538 | 5.0% | $45.51万 | 加仓 |
| ASML | ASML HLDG NV | $947.05万 | 0.16% | 7,170 | 890 | 14.2% | $117.56万 | 加仓 |
| RTX | RTX CORPORATION | $913.26万 | 0.16% | 47,344 | 336 | 0.7% | $6.48万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $910.32万 | 0.16% | 42,606 | 10,939 | 34.5% | $233.72万 | 加仓 |
| HD | HOME DEPOT INC | $908.81万 | 0.16% | 27,633 | 466 | 1.7% | $15.33万 | 加仓 |
| CSCO | CISCO SYS INC | $905.76万 | 0.16% | 116,736 | 3,826 | 3.4% | $29.69万 | 加仓 |
| IWD | ISHARES TR | $905.71万 | 0.16% | 42,388 | -1,439 | -3.3% | -$30.75万 | 减仓 |
| USB | US BANCORP | $852.76万 | 0.15% | 163,960 | 8,469 | 5.4% | $44.05万 | 加仓 |
| EQNR | EQUINOR ASA | $851.98万 | 0.15% | 201,891 | -134 | -0.1% | -$5,655 | 减仓 |
| KO | COCA COLA CO | $848.89万 | 0.15% | 111,622 | 9,130 | 8.9% | $69.43万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $847.35万 | 0.15% | 144,921 | -1,813 | -1.2% | -$10.60万 | 减仓 |
| IDCC | INTERDIGITAL INC | $839.54万 | 0.15% | 27,799 | -1,024 | -3.6% | -$30.93万 | 减仓 |
| AZN | ASTRAZENECA PLC | $821.55万 | 0.14% | 41,656 | 41,656 | — | $821.55万 | 新建仓 |
| SHYG | ISHARES TR | $809.50万 | 0.14% | 191,327 | 14,323 | 8.1% | $60.60万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $801.48万 | 0.14% | 148,285 | 36,971 | 33.2% | $199.83万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $796.84万 | 0.14% | 1,893 | 62 | 3.4% | $26.10万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $789.95万 | 0.14% | 11 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $770.27万 | 0.13% | 27,144 | 1,862 | 7.4% | $52.84万 | 加仓 |
| UNP | UNION PAC CORP | $767.93万 | 0.13% | 31,652 | 1,724 | 5.8% | $41.83万 | 加仓 |
| CVX | CHEVRON CORPORATION | $767.42万 | 0.13% | 37,091 | 2,944 | 8.6% | $60.91万 | 加仓 |
| BPOP | POPULAR INC | $756.58万 | 0.13% | 56,390 | 10,512 | 22.9% | $141.04万 | 加仓 |
| SHEL | SHELL PLC | $742.77万 | 0.13% | 79,868 | 2,887 | 3.8% | $26.85万 | 加仓 |
| KGC | KINROSS GOLD CORP | $736.46万 | 0.13% | 241,305 | 16,927 | 7.5% | $51.66万 | 加仓 |
| FAST | FASTENAL CO | $729.82万 | 0.13% | 157,289 | 7,732 | 5.2% | $35.88万 | 加仓 |
| EBAY | EBAY INC. | $721.68万 | 0.13% | 79,288 | 7,066 | 9.8% | $64.31万 | 加仓 |
| IMO | IMPERIAL OIL LTD | $716.87万 | 0.12% | 54,799 | -5,116 | -8.5% | -$66.93万 | 减仓 |
| PLD | PROLOGIS INC. | $710.17万 | 0.12% | 53,727 | -1,047 | -1.9% | -$13.84万 | 减仓 |