RVW Wealth, LLC
LOS ANGELES CA · SEC CIK 0001756543
$12.84亿2026Q1 申报市值
176持仓数
54.3%前十大占比 · 第一大 16.3%
11 / 13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
JPST 重新持有+$602.07万
DFAU 加仓+$533.14万
AVTM 新建仓+$523.77万
GBank Financial 加仓+$318.44万
IBDU 加仓+$206.50万
2026Q1 卖出最多 按季末市值估算
IBDR 减仓-$431.03万
RSP 减仓-$294.13万
VTI 减仓-$227.70万
AVUS 减仓-$214.51万
RWK 减仓-$162.12万
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 |
|---|---|---|---|---|---|---|---|---|
| SPHD | Pwrshr S&P500 Hidiv | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PLTR | PALANTIR TECH INC COM CL A | $0 | 0.00% | 0 | -2,903 | -100.0% | -$51.60万 | 清仓 |
| SCHW | The Charles Schwab Corp | $0 | 0.00% | 0 | -4,514 | -100.0% | -$45.10万 | 清仓 |
| BSX | Boston Scientific Corp | $0 | 0.00% | 0 | -4,316 | -100.0% | -$41.15万 | 清仓 |
| ADI | Analog Devices Inc | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MRSH | Marsh & Mc Lennan Co Inc | $0 | 0.00% | 0 | -1,664 | -100.0% | -$30.87万 | 清仓 |
| AON | A O N Plc | $0 | 0.00% | 0 | -800 | -100.0% | -$28.23万 | 清仓 |
| TDY | Teledyne Technologie | $0 | 0.00% | 0 | -538 | -100.0% | -$27.48万 | 清仓 |
| AXP | American Express Company | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IWF | Ishares Tr Russell | $0 | 0.00% | 0 | -478 | -100.0% | -$22.62万 | 清仓 |
| PG | Procter & Gamble | $0 | 0.00% | 0 | -1,510 | -100.0% | -$21.64万 | 清仓 |
| IWB | Ishares Tr Russell | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PEP | Pepsico Incorporated | $0 | 0.00% | 0 | -1,441 | -100.0% | -$20.69万 | 清仓 |
| SRLN | Spdr Blackstone Gso | $0 | 0.00% | 0 | -4,901 | -100.0% | -$20.23万 | 清仓 |
| EOG | E O G Resources Inc | $0 | 0.00% | 0 | -1,916 | -100.0% | -$20.12万 | 清仓 |
| LION | Lionsgate Studios Corp Registered Shs Isin#ca53626 | $0 | 0.00% | 0 | -16,752 | -100.0% | -$15.29万 | 清仓 |
| — | Profusa Inc. COM USD 0.0001 | $0 | 0.00% | 0 | -29,300 | -100.0% | -$3,071 | 清仓 |
| — | Brera Holdings Plc COM USD0.05 CL B (P/S) | $1.25万 | 0.00% | 16,000 | 0 | 0.0% | — | 不变 |
| — | Turn Therapeutics Inc. | $5.76万 | 0.00% | 18,000 | 0 | 0.0% | — | 不变 |
| — | CohBar Inc | $7.44万 | 0.01% | 181,490 | 0 | 0.0% | — | 不变 |
| BSCV | INVESCO BULLTSHR 2031 CRP BND ETF | $16.82万 | 0.01% | 10,220 | 10,220 | — | $16.82万 | 新建仓 |
| ORCL | Oracle Corporation | $20.40万 | 0.02% | 1,387 | 0 | 0.0% | — | 不变 |
| IEMG | Ishares Etf | $20.57万 | 0.02% | 2,948 | 2,948 | — | $20.57万 | 新建仓 |
| VLO | Valero Energy Corp New | $21.30万 | 0.02% | 862 | 862 | — | $21.30万 | 新建仓 |
| EMR | Emerson Electric Co | $21.95万 | 0.02% | 1,675 | 0 | 0.0% | — | 不变 |
| MS | Morgan Stanley | $22.10万 | 0.02% | 1,343 | -2,143 | -61.5% | -$35.27万 | 减仓 |
| VB | Vanguard Small Cap | $22.28万 | 0.02% | 851 | 0 | 0.0% | — | 不变 |
| IMAX | Imax Corp | $23.06万 | 0.02% | 6,068 | 0 | 0.0% | — | 不变 |
| JPEM | Jpmrg Dvsfd Retn Emrg | $23.48万 | 0.02% | 3,779 | 0 | 0.0% | — | 不变 |
| CWI | Spdr Msci Acwi Ex Us | $23.51万 | 0.02% | 6,425 | 0 | 0.0% | — | 不变 |
| NVS | Novartis AG ADR | $23.55万 | 0.02% | 1,542 | -606 | -28.2% | -$9.26万 | 减仓 |
| HD | Home Depot Inc | $23.57万 | 0.02% | 717 | 0 | 0.0% | — | 不变 |
| LMT | Lockheed Martin Corp | $23.99万 | 0.02% | 397 | 397 | — | $23.99万 | 新建仓 |
| — | Alps TRUST Etf | $24.07万 | 0.02% | 2,899 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST PORTFOLIOS COM ETF | $24.19万 | 0.02% | 8,498 | 0 | 0.0% | — | 不变 |
| VHT | Vanguard Health Care | $24.65万 | 0.02% | 905 | -52 | -5.4% | -$1.42万 | 减仓 |
| INTC | Intel Corp | $24.80万 | 0.02% | 5,620 | 20 | 0.4% | $883 | 加仓 |
| FTEC | Fidelity MSCI Information Tech ETF | $24.94万 | 0.02% | 1,199 | -10 | -0.8% | -$2,080 | 减仓 |
| MKL | Markel Corp | $25.27万 | 0.02% | 132 | 132 | — | $25.27万 | 新建仓 |
| AXON | AXON ENTERPRISE INC COM | $25.48万 | 0.02% | 600 | 0 | 0.0% | — | 不变 |
| XMMO | INVESCO EXCHANGE TRADED FD TR S&P MDCP MOMNTUM ETF | $25.95万 | 0.02% | 1,789 | 0 | 0.0% | — | 不变 |
| PRF | Powershs Exch Trad Fd Tr | $26.61万 | 0.02% | 5,598 | 0 | 0.0% | — | 不变 |
| BSCT | INVSC BLTSHRS 2029 CORP BND ETF | $26.90万 | 0.02% | 14,413 | 1,299 | 9.9% | $2.42万 | 加仓 |
| VRP | Invesco Variable Rate Preferred ETF | $27.13万 | 0.02% | 11,314 | 0 | 0.0% | — | 不变 |
| — | BlueStar Israel Technology ETF | $27.52万 | 0.02% | 4,781 | 363 | 8.2% | $2.09万 | 加仓 |
| COF | Capital One Financial Cp | $27.93万 | 0.02% | 1,531 | -22 | -1.4% | -$4,013 | 减仓 |
| PFFD | GLOBAL X FDS US PFD ETF | $27.96万 | 0.02% | 15,196 | 0 | 0.0% | — | 不变 |
| AVDV | AVANTIS INTERNATNL SML CP VL ETF | $28.13万 | 0.02% | 2,817 | 0 | 0.0% | — | 不变 |
| LRCX | Lam Research Corporation | $28.63万 | 0.02% | 1,340 | 0 | 0.0% | — | 不变 |
| SCHK | Schwab 1000 ETF | $28.66万 | 0.02% | 9,148 | -288 | -3.1% | -$9,023 | 减仓 |
| MGV | Vanguard Mega Cap Value ETF | $28.99万 | 0.02% | 2,000 | 0 | 0.0% | — | 不变 |
| REZ | Ishares Ftse Nareit Res | $29.16万 | 0.02% | 3,504 | 0 | 0.0% | — | 不变 |
| NUMG | Nuveen Esg Mid Cap | $29.49万 | 0.02% | 7,179 | 0 | 0.0% | — | 不变 |
| — | Western Asset High Yld Def Opp | $29.50万 | 0.02% | 27,623 | 0 | 0.0% | — | 不变 |
| IBM | Intl Business Machines | $29.52万 | 0.02% | 1,218 | -24 | -1.9% | -$5,816 | 减仓 |
| JFR | Nuveen Floating Rate Income | $30.34万 | 0.02% | 40,349 | 0 | 0.0% | — | 不变 |
| FPF | First TRUST Intermediate | $31.47万 | 0.02% | 17,849 | 0 | 0.0% | — | 不变 |
| XLRE | Real Estate Select Sctr | $32.04万 | 0.02% | 7,846 | 0 | 0.0% | — | 不变 |
| USRT | ISHARES TRUST CRE U S REIT ETF | $33.84万 | 0.03% | 5,717 | 0 | 0.0% | — | 不变 |
| HYGV | FLEXSHARES TRUST HIG YLD VL ET F | $34.09万 | 0.03% | 8,509 | 0 | 0.0% | — | 不变 |
| ASML | Asml Hldgs Nv | $34.34万 | 0.03% | 260 | -343 | -56.9% | -$45.30万 | 减仓 |
| IBDW | ISHARES TRUST IBONDS DEC 2031 TERM CORPOR | $34.66万 | 0.03% | 16,560 | -7,122 | -30.1% | -$14.91万 | 减仓 |
| GE | General Electric Company | $34.77万 | 0.03% | 1,225 | -27 | -2.2% | -$7,664 | 减仓 |
| VTV | Vanguard Value | $35.24万 | 0.03% | 1,796 | 170 | 10.5% | $3.34万 | 加仓 |
| IJH | Ishares Tr S&P Midcap | $35.89万 | 0.03% | 5,315 | 0 | 0.0% | — | 不变 |
| NUEM | Nuveen Esg Emerging | $36.13万 | 0.03% | 9,835 | 0 | 0.0% | — | 不变 |
| GBTC | Bitcoin Investment Ord | $36.26万 | 0.03% | 6,872 | 0 | 0.0% | — | 不变 |
| GLD | SPDR Gold Shares | $36.79万 | 0.03% | 855 | 135 | 18.8% | $5.81万 | 加仓 |
| BSCS | INVESCO EXCHANGE TRADED SELF I INVSCO BLSH 28 ETF | $37.27万 | 0.03% | 18,248 | 1,184 | 6.9% | $2.42万 | 加仓 |
| FTSL | FIRST TRUST SENIOR LN FD ETF | $38.83万 | 0.03% | 8,668 | 0 | 0.0% | — | 不变 |
| VGT | Vanguard Info Technology | $39.77万 | 0.03% | 570 | 0 | 0.0% | — | 不变 |
| UNH | Unitedhealth Group Inc | $42.29万 | 0.03% | 1,563 | 1,563 | — | $42.29万 | 新建仓 |
| ICOW | Pacer Dev Mkts Intl Csh Cows 100 ETF | $42.61万 | 0.03% | 10,040 | 10,040 | — | $42.61万 | 新建仓 |
| NULV | NUVEEN ESG NUVEEN ESG LRG CAP VAL ETF | $42.78万 | 0.03% | 9,402 | -21 | -0.2% | -$956 | 减仓 |
| WMT | Wal Mart Stores Inc | $44.63万 | 0.03% | 3,591 | -1,251 | -25.8% | -$15.55万 | 减仓 |
| VO | Vanguard Mid Cap | $46.57万 | 0.04% | 1,622 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL WLD EX US CR EQ 2 ETF | $46.64万 | 0.04% | 13,729 | -439 | -3.1% | -$1.49万 | 减仓 |
| IVW | Ishares S&P 500 Growth | $46.99万 | 0.04% | 4,154 | 629 | 17.8% | $7.11万 | 加仓 |
| D | Dominion Res Inc Va New | $47.75万 | 0.04% | 7,725 | 0 | 0.0% | — | 不变 |
| JGH | NUVEEN GLOBAL HIGH INCM FD SHS | $48.12万 | 0.04% | 39,379 | 0 | 0.0% | — | 不变 |
| IQDF | FlexShares Intl Qual Div ETF | $48.51万 | 0.04% | 15,318 | 0 | 0.0% | — | 不变 |
| MCD | Mc Donalds Corp | $48.92万 | 0.04% | 1,574 | 0 | 0.0% | — | 不变 |
| CWB | Spdr Barclays Cnv | $50.45万 | 0.04% | 5,512 | 0 | 0.0% | — | 不变 |
| IBIT | iShares Bitcoin Trust ETF | $53.18万 | 0.04% | 13,841 | 0 | 0.0% | — | 不变 |
| JPC | Nuveen Preferred Income | $53.48万 | 0.04% | 70,922 | 0 | 0.0% | — | 不变 |
| MA | Mastercard Inc | $53.49万 | 0.04% | 1,071 | -10 | -0.9% | -$4,995 | 减仓 |
| — | Vaneck Vectors Israel ETF | $54.78万 | 0.04% | 9,060 | 500 | 5.8% | $3.02万 | 加仓 |
| BSCQ | INVESCO EXCHANGE TRADED SELF I BULSHS 2026 CB ETF | $55.66万 | 0.04% | 28,497 | 686 | 2.5% | $1.34万 | 加仓 |
| IVV | Ishares TRUST S&P | $55.79万 | 0.04% | 854 | 102 | 13.6% | $6.66万 | 加仓 |
| IWV | Ishares Russell 3000 | $56.42万 | 0.04% | 1,522 | 0 | 0.0% | — | 不变 |
| VEU | Vanguard Intl Eqty Index | $56.93万 | 0.04% | 7,581 | -575 | -7.1% | -$4.32万 | 减仓 |
| BSCR | INVESCO EXCHANGE TRADED SELF I BULSHS 2027 CB ETF | $57.61万 | 0.04% | 29,356 | 16,259 | 124.1% | $31.91万 | 加仓 |
| RTX | Raytheon Technologies Ord | $59.97万 | 0.05% | 3,109 | 2,000 | 180.3% | $38.58万 | 加仓 |
| FEMS | FIRST TRUST EXCHANGE-TRADED AL EM SML CP ALPH ETF | $61.97万 | 0.05% | 13,604 | 8 | 0.1% | $364 | 加仓 |
| XJH | iShares ESG Screened S&P Mid-Cap ETF | $62.13万 | 0.05% | 13,694 | 0 | 0.0% | — | 不变 |
| SUSL | iShares ESG MSCI USA Leaders ETF | $64.99万 | 0.05% | 5,721 | 0 | 0.0% | — | 不变 |
| SPY | S P D R TRUST Unit SR | $65.09万 | 0.05% | 1,001 | -704 | -41.3% | -$45.78万 | 减仓 |
| IEFA | Ishares Core Msci Eafe | $65.53万 | 0.05% | 7,239 | 100 | 1.4% | $9,052 | 加仓 |
| V | Visa Inc Cl A | $66.13万 | 0.05% | 2,188 | -2,190 | -50.0% | -$66.19万 | 减仓 |
| META | Meta Platforms Inc | $66.22万 | 0.05% | 1,157 | -64 | -5.2% | -$3.66万 | 减仓 |