RVW Wealth, LLC
LOS ANGELES CA · SEC CIK 0001756543
$15.19亿2026Q2 申报市值
183持仓数
54.1%前十大占比 · 第一大 16.4%
7 / 4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
HOG 新建仓+$1,477.51万
DFAU 加仓+$1,005.19万
RSP 加仓+$312.71万
AVUS 加仓+$306.62万
DFAI 加仓+$293.43万
2026Q2 卖出最多 按季末市值估算
JPST 减仓-$629.42万
NOC 清仓-$161.01万
GBank Financial 减仓-$120.73万
GEV 减仓-$118.07万
AAPL 减仓-$110.85万
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 |
|---|---|---|---|---|---|---|---|---|
| NOC | Northrop Grumman Corp | $0 | 0.00% | 0 | -2,360 | -100.0% | -$161.01万 | 清仓 |
| UNH | Unitedhealth Group Inc | $0 | 0.00% | 0 | -1,563 | -100.0% | -$42.29万 | 清仓 |
| MKL | Markel Corp | $0 | 0.00% | 0 | -132 | -100.0% | -$25.27万 | 清仓 |
| — | Brera Holdings Plc COM USD0.05 CL B (P/S) | $0 | 0.00% | 0 | -16,000 | -100.0% | -$1.25万 | 清仓 |
| — | CohBar Inc | $7.44万 | 0.00% | 181,490 | 0 | 0.0% | — | 不变 |
| — | Turn Therapeutics Inc. | $13.14万 | 0.01% | 18,000 | 0 | 0.0% | — | 不变 |
| BSCV | INVESCO BULLTSHR 2031 CRP BND ETF | $16.75万 | 0.01% | 10,220 | 0 | 0.0% | — | 不变 |
| BSCU | INVESCO BULLTSHR 2030 COR BND ETF | $18.00万 | 0.01% | 10,816 | 10,816 | — | $18.00万 | 新建仓 |
| LMT | Lockheed Martin Corp | $20.23万 | 0.01% | 397 | 0 | 0.0% | — | 不变 |
| ORCL | Oracle Corporation | $20.33万 | 0.01% | 1,387 | 0 | 0.0% | — | 不变 |
| ICOW | Pacer Dev Mkts Intl Csh Cows 100 ETF | $20.90万 | 0.01% | 5,020 | -5,020 | -50.0% | -$20.90万 | 减仓 |
| RTX | Raytheon Technologies Ord | $21.04万 | 0.01% | 1,109 | -2,000 | -64.3% | -$37.95万 | 减仓 |
| IEMG | Ishares Etf | $21.48万 | 0.01% | 2,593 | -355 | -12.0% | -$2.94万 | 减仓 |
| AXP | American Express Company | $21.82万 | 0.01% | 645 | -25 | -3.7% | -$8,456 | 重新持有 |
| RVMD | Revolution Medicines Inc | $22.36万 | 0.01% | 1,194 | 1,194 | — | $22.36万 | 新建仓 |
| VHT | Vanguard Health Care | $22.43万 | 0.01% | 750 | -155 | -17.1% | -$4.63万 | 减仓 |
| VLO | Valero Energy Corp New | $22.45万 | 0.01% | 862 | 0 | 0.0% | — | 不变 |
| IWB | Ishares Tr Russell | $22.72万 | 0.01% | 555 | 0 | 0.0% | — | 重新持有 |
| ADI | Analog Devices Inc | $23.67万 | 0.02% | 596 | -780 | -56.7% | -$30.98万 | 重新持有 |
| JPEM | Jpmrg Dvsfd Retn Emrg | $23.72万 | 0.02% | 3,779 | 0 | 0.0% | — | 不变 |
| HD | Home Depot Inc | $23.86万 | 0.02% | 677 | -40 | -5.6% | -$1.41万 | 减仓 |
| EMR | Emerson Electric Co | $23.98万 | 0.02% | 1,675 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST PORTFOLIOS COM ETF | $24.06万 | 0.02% | 7,591 | -907 | -10.7% | -$2.87万 | 减仓 |
| NVS | Novartis AG ADR | $24.17万 | 0.02% | 1,542 | 0 | 0.0% | — | 不变 |
| IMAX | Imax Corp | $24.19万 | 0.02% | 6,068 | 0 | 0.0% | — | 不变 |
| JPST | JP MORGAN ETF TRUST ULTRA SHRT INC ETF | $24.82万 | 0.02% | 4,908 | -124,464 | -96.2% | -$629.42万 | 减仓 |
| VB | Vanguard Small Cap | $25.76万 | 0.02% | 850 | -1 | -0.1% | -$303 | 减仓 |
| CWI | Spdr Msci Acwi Ex Us | $26.13万 | 0.02% | 6,425 | 0 | 0.0% | — | 不变 |
| AMD | Advanced Micro Devic | $26.20万 | 0.02% | 451 | 451 | — | $26.20万 | 新建仓 |
| VRP | Invesco Variable Rate Preferred ETF | $27.50万 | 0.02% | 11,314 | 0 | 0.0% | — | 不变 |
| BSCR | INVESCO EXCHANGE TRADED SELF I BULSHS 2027 CB ETF | $27.55万 | 0.02% | 14,043 | -15,313 | -52.2% | -$30.04万 | 减仓 |
| — | Alps TRUST Etf | $27.72万 | 0.02% | 2,899 | 0 | 0.0% | — | 不变 |
| AVDV | AVANTIS INTERNATNL SML CP VL ETF | $28.03万 | 0.02% | 2,720 | -97 | -3.4% | -$9,996 | 减仓 |
| MS | Morgan Stanley | $28.07万 | 0.02% | 1,343 | 0 | 0.0% | — | 不变 |
| NFLX | Netflix Inc | $28.16万 | 0.02% | 3,944 | -3,846 | -49.4% | -$27.46万 | 减仓 |
| PFFD | GLOBAL X FDS US PFD ETF | $28.40万 | 0.02% | 15,196 | 0 | 0.0% | — | 不变 |
| — | Western Asset High Yld Def Opp | $29.36万 | 0.02% | 27,623 | 0 | 0.0% | — | 不变 |
| BSCT | INVSC BLTSHRS 2029 CORP BND ETF | $29.66万 | 0.02% | 15,968 | 1,555 | 10.8% | $2.89万 | 加仓 |
| PRF | Powershs Exch Trad Fd Tr | $30.25万 | 0.02% | 5,598 | 0 | 0.0% | — | 不变 |
| — | BlueStar Israel Technology ETF | $30.25万 | 0.02% | 4,557 | -224 | -4.7% | -$1.49万 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD TR S&P MDCP MOMNTUM ETF | $30.44万 | 0.02% | 1,789 | 0 | 0.0% | — | 不变 |
| COF | Capital One Financial Cp | $30.71万 | 0.02% | 1,531 | 0 | 0.0% | — | 不变 |
| JFR | Nuveen Floating Rate Income | $30.95万 | 0.02% | 40,349 | 0 | 0.0% | — | 不变 |
| GBTC | Bitcoin Investment Ord | $31.28万 | 0.02% | 6,872 | 0 | 0.0% | — | 不变 |
| GLD | SPDR Gold Shares | $32.38万 | 0.02% | 879 | 24 | 2.8% | $8,841 | 加仓 |
| FPF | First TRUST Intermediate | $32.43万 | 0.02% | 17,849 | 0 | 0.0% | — | 不变 |
| REZ | Ishares Ftse Nareit Res | $32.48万 | 0.02% | 3,430 | -74 | -2.1% | -$7,007 | 减仓 |
| MGV | Vanguard Mega Cap Value ETF | $32.69万 | 0.02% | 2,000 | 0 | 0.0% | — | 不变 |
| SCHK | Schwab 1000 ETF | $32.99万 | 0.02% | 9,148 | 0 | 0.0% | — | 不变 |
| NUMG | Nuveen Esg Mid Cap | $33.42万 | 0.02% | 7,117 | -62 | -0.9% | -$2,912 | 减仓 |
| AMAT | Applied Materials Inc | $33.55万 | 0.02% | 464 | 464 | — | $33.55万 | 新建仓 |
| AXON | AXON ENTERPRISE INC COM | $33.64万 | 0.02% | 600 | 0 | 0.0% | — | 不变 |
| FTSL | FIRST TRUST SENIOR LN FD ETF | $33.99万 | 0.02% | 7,595 | -1,073 | -12.4% | -$4.80万 | 减仓 |
| PANW | Palo Alto Networks | $34.20万 | 0.02% | 1,003 | 1,003 | — | $34.20万 | 新建仓 |
| FTEC | Fidelity MSCI Information Tech ETF | $34.24万 | 0.02% | 1,199 | 0 | 0.0% | — | 不变 |
| IBM | Intl Business Machines | $34.24万 | 0.02% | 1,218 | 0 | 0.0% | — | 不变 |
| HYGV | FLEXSHARES TRUST HIG YLD VL ET F | $34.26万 | 0.02% | 8,509 | 0 | 0.0% | — | 不变 |
| IBDW | ISHARES TRUST IBONDS DEC 2031 TERM CORPOR | $34.51万 | 0.02% | 16,560 | 0 | 0.0% | — | 不变 |
| XLRE | Real Estate Select Sctr | $34.55万 | 0.02% | 7,846 | 0 | 0.0% | — | 不变 |
| VTV | Vanguard Value | $35.65万 | 0.02% | 1,636 | -160 | -8.9% | -$3.49万 | 减仓 |
| USRT | ISHARES TRUST CRE U S REIT ETF | $37.99万 | 0.03% | 5,717 | 0 | 0.0% | — | 不变 |
| BSCS | INVESCO EXCHANGE TRADED SELF I INVSCO BLSH 28 ETF | $39.75万 | 0.03% | 19,518 | 1,270 | 7.0% | $2.59万 | 加仓 |
| MCD | Mc Donalds Corp | $39.84万 | 0.03% | 1,474 | -100 | -6.4% | -$2.70万 | 减仓 |
| WMT | Wal Mart Stores Inc | $40.67万 | 0.03% | 3,591 | 0 | 0.0% | — | 不变 |
| IJH | Ishares Tr S&P Midcap | $40.99万 | 0.03% | 5,315 | 0 | 0.0% | — | 不变 |
| NUEM | Nuveen Esg Emerging | $41.74万 | 0.03% | 9,835 | 0 | 0.0% | — | 不变 |
| GE | General Electric Company | $45.79万 | 0.03% | 1,225 | 0 | 0.0% | — | 不变 |
| IBIT | iShares Bitcoin Trust ETF | $46.15万 | 0.03% | 13,862 | 21 | 0.2% | $699 | 加仓 |
| BSCQ | INVESCO EXCHANGE TRADED SELF I BULSHS 2026 CB ETF | $47.27万 | 0.03% | 24,211 | -4,286 | -15.0% | -$8.37万 | 减仓 |
| NULV | NUVEEN ESG NUVEEN ESG LRG CAP VAL ETF | $47.62万 | 0.03% | 9,526 | 124 | 1.3% | $6,199 | 加仓 |
| IVW | Ishares S&P 500 Growth | $48.48万 | 0.03% | 3,525 | -629 | -15.1% | -$8.65万 | 减仓 |
| JGH | NUVEEN GLOBAL HIGH INCM FD SHS | $50.13万 | 0.03% | 39,379 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL WLD EX US CR EQ 2 ETF | $50.58万 | 0.03% | 13,729 | 0 | 0.0% | — | 不变 |
| ASML | Asml Hldgs Nv | $51.73万 | 0.03% | 260 | 0 | 0.0% | — | 不变 |
| VO | Vanguard Mid Cap | $52.26万 | 0.03% | 6,487 | -1 | -0.0% | -$81 | 减仓 |
| D | Dominion Res Inc Va New | $52.75万 | 0.03% | 7,725 | 0 | 0.0% | — | 不变 |
| MA | Mastercard Inc | $53.60万 | 0.04% | 1,044 | -27 | -2.5% | -$1.39万 | 减仓 |
| DFCA | Dimensional California Municipal Bd ETF | $53.75万 | 0.04% | 10,711 | -2,916 | -21.4% | -$14.63万 | 减仓 |
| VGT | Vanguard Info Technology | $54.50万 | 0.04% | 4,560 | 0 | 0.0% | — | 不变 |
| IQDF | FlexShares Intl Qual Div ETF | $54.86万 | 0.04% | 15,875 | 557 | 3.6% | $1.92万 | 加仓 |
| — | Vaneck Vectors Israel ETF | $55.58万 | 0.04% | 8,568 | -492 | -5.4% | -$3.19万 | 减仓 |
| JPC | Nuveen Preferred Income | $55.89万 | 0.04% | 70,922 | 0 | 0.0% | — | 不变 |
| CVX | Chevron Corporation | $57.47万 | 0.04% | 3,467 | 0 | 0.0% | — | 不变 |
| LRCX | Lam Research Corporation | $58.07万 | 0.04% | 1,340 | 0 | 0.0% | — | 不变 |
| CMF | iShares California Muni Bond ETF | $59.00万 | 0.04% | 10,236 | -1,661 | -14.0% | -$9.57万 | 减仓 |
| GCAL | Goldman Sachs Dynamic CA Muncpl Inc ETF | $59.21万 | 0.04% | 11,564 | -1,851 | -13.8% | -$9.48万 | 减仓 |
| CWB | Spdr Barclays Cnv | $59.43万 | 0.04% | 5,512 | 0 | 0.0% | — | 不变 |
| SPHD | Pwrshr S&P500 Hidiv | $60.60万 | 0.04% | 11,920 | 0 | 0.0% | — | 重新持有 |
| IVV | Ishares TRUST S&P | $61.05万 | 0.04% | 815 | -39 | -4.6% | -$2.92万 | 减仓 |
| FEMS | FIRST TRUST EXCHANGE-TRADED AL EM SML CP ALPH ETF | $62.18万 | 0.04% | 13,618 | 14 | 0.1% | $639 | 加仓 |
| INTC | Intel Corp | $64.58万 | 0.04% | 4,625 | -995 | -17.7% | -$13.89万 | 减仓 |
| IWV | Ishares Russell 3000 | $64.90万 | 0.04% | 1,522 | 0 | 0.0% | — | 不变 |
| META | Meta Platforms Inc | $65.20万 | 0.04% | 1,157 | 0 | 0.0% | — | 不变 |
| USHY | iShares Broad USD High Yield Corp Bd ETF | $70.16万 | 0.05% | 18,951 | 0 | 0.0% | — | 不变 |
| IEFA | Ishares Core Msci Eafe | $70.35万 | 0.05% | 7,284 | 45 | 0.6% | $4,346 | 加仓 |
| XJH | iShares ESG Screened S&P Mid-Cap ETF | $71.25万 | 0.05% | 13,663 | -31 | -0.2% | -$1,617 | 减仓 |
| NUMV | Nuveen Esg Mid Cap Value | $74.42万 | 0.05% | 17,113 | 0 | 0.0% | — | 不变 |
| BRK/A | Berkshire Hathaway Inc A | $74.89万 | 0.05% | 1 | 0 | 0.0% | — | 不变 |
| V | Visa Inc Cl A | $75.07万 | 0.05% | 2,188 | 0 | 0.0% | — | 不变 |
| SUSL | iShares ESG MSCI USA Leaders ETF | $77.60万 | 0.05% | 5,845 | 124 | 2.2% | $1.65万 | 加仓 |