13F 机构持仓

RVW Wealth, LLC

LOS ANGELES CA · SEC CIK 0001756543

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$15.19亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

DFAU 16.4%
AVUS 7.0%
DGRW 5.3%
QGRW 4.7%
JQUA 4.5%
DFAI 4.1%
RDVY 3.1%
IQLT 3.1%
VFLO 3.1%
SPMO 2.8%

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 $00.00%0 -2,360-100.0% -$161.01万 清仓
UNH Unitedhealth Group Inc $00.00%0 -1,563-100.0% -$42.29万 清仓
MKL Markel Corp $00.00%0 -132-100.0% -$25.27万 清仓
— Brera Holdings Plc COM USD0.05 CL B (P/S) $00.00%0 -16,000-100.0% -$1.25万 清仓
— CohBar Inc $7.44万0.00%181,490 00.0% — 不变
— Turn Therapeutics Inc. $13.14万0.01%18,000 00.0% — 不变
BSCV INVESCO BULLTSHR 2031 CRP BND ETF $16.75万0.01%10,220 00.0% — 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 00.0% — 不变
ORCL Oracle Corporation $20.33万0.01%1,387 00.0% — 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 00.0% — 不变
IWB Ishares Tr Russell $22.72万0.01%555 00.0% — 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 00.0% — 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 00.0% — 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 00.0% — 不变
IMAX Imax Corp $24.19万0.02%6,068 00.0% — 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 00.0% — 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 00.0% — 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 00.0% — 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 00.0% — 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 00.0% — 不变
— Western Asset High Yld Def Opp $29.36万0.02%27,623 00.0% — 不变
BSCT INVSC BLTSHRS 2029 CORP BND ETF $29.66万0.02%15,968 1,55510.8% $2.89万 加仓
PRF Powershs Exch Trad Fd Tr $30.25万0.02%5,598 00.0% — 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 00.0% — 不变
COF Capital One Financial Cp $30.71万0.02%1,531 00.0% — 不变
JFR Nuveen Floating Rate Income $30.95万0.02%40,349 00.0% — 不变
GBTC Bitcoin Investment Ord $31.28万0.02%6,872 00.0% — 不变
GLD SPDR Gold Shares $32.38万0.02%879 242.8% $8,841 加仓
FPF First TRUST Intermediate $32.43万0.02%17,849 00.0% — 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 00.0% — 不变
SCHK Schwab 1000 ETF $32.99万0.02%9,148 00.0% — 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 00.0% — 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 00.0% — 不变
IBM Intl Business Machines $34.24万0.02%1,218 00.0% — 不变
HYGV FLEXSHARES TRUST HIG YLD VL ET F $34.26万0.02%8,509 00.0% — 不变
IBDW ISHARES TRUST IBONDS DEC 2031 TERM CORPOR $34.51万0.02%16,560 00.0% — 不变
XLRE Real Estate Select Sctr $34.55万0.02%7,846 00.0% — 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 00.0% — 不变
BSCS INVESCO EXCHANGE TRADED SELF I INVSCO BLSH 28 ETF $39.75万0.03%19,518 1,2707.0% $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 00.0% — 不变
IJH Ishares Tr S&P Midcap $40.99万0.03%5,315 00.0% — 不变
NUEM Nuveen Esg Emerging $41.74万0.03%9,835 00.0% — 不变
GE General Electric Company $45.79万0.03%1,225 00.0% — 不变
IBIT iShares Bitcoin Trust ETF $46.15万0.03%13,862 210.2% $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 1241.3% $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 00.0% — 不变
DFAX DIMENSIONAL WLD EX US CR EQ 2 ETF $50.58万0.03%13,729 00.0% — 不变
ASML Asml Hldgs Nv $51.73万0.03%260 00.0% — 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 00.0% — 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 00.0% — 不变
IQDF FlexShares Intl Qual Div ETF $54.86万0.04%15,875 5573.6% $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 00.0% — 不变
CVX Chevron Corporation $57.47万0.04%3,467 00.0% — 不变
LRCX Lam Research Corporation $58.07万0.04%1,340 00.0% — 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 00.0% — 不变
SPHD Pwrshr S&P500 Hidiv $60.60万0.04%11,920 00.0% — 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%13,618 140.1% $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 00.0% — 不变
META Meta Platforms Inc $65.20万0.04%1,157 00.0% — 不变
USHY iShares Broad USD High Yield Corp Bd ETF $70.16万0.05%18,951 00.0% — 不变
IEFA Ishares Core Msci Eafe $70.35万0.05%7,284 450.6% $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 00.0% — 不变
BRK/A Berkshire Hathaway Inc A $74.89万0.05%1 00.0% — 不变
V Visa Inc Cl A $75.07万0.05%2,188 00.0% — 不变
SUSL iShares ESG MSCI USA Leaders ETF $77.60万0.05%5,845 1242.2% $1.65万 加仓