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 |
|---|---|---|---|---|---|---|---|---|
| NUMV | Nuveen Esg Mid Cap Value | $66.35万 | 0.05% | 17,113 | -69 | -0.4% | -$2,675 | 减仓 |
| CMF | iShares California Muni Bond ETF | $67.65万 | 0.05% | 11,897 | 11,897 | — | $67.65万 | 新建仓 |
| DFCA | Dimensional California Municipal Bd ETF | $67.93万 | 0.05% | 13,627 | 13,627 | — | $67.93万 | 新建仓 |
| GCAL | Goldman Sachs Dynamic CA Muncpl Inc ETF | $67.96万 | 0.05% | 13,415 | 13,415 | — | $67.96万 | 新建仓 |
| USHY | iShares Broad USD High Yield Corp Bd ETF | $69.82万 | 0.05% | 18,951 | -700 | -3.6% | -$2.58万 | 减仓 |
| CVX | Chevron Corporation | $71.73万 | 0.06% | 3,467 | 0 | 0.0% | — | 不变 |
| BRK/A | Berkshire Hathaway Inc A | $71.81万 | 0.06% | 1 | 0 | 0.0% | — | 不变 |
| NFLX | Netflix Inc | $74.90万 | 0.06% | 7,790 | -90 | -1.1% | -$8,654 | 减仓 |
| IWP | Ishares Russell Midcap | $75.21万 | 0.06% | 5,870 | 3 | 0.1% | $384 | 加仓 |
| IUS | Invesco RAFI Strategic US ETF | $78.17万 | 0.06% | 13,497 | -759 | -5.3% | -$4.40万 | 减仓 |
| OEF | Ishares Tr S&P 100 Index | $79.68万 | 0.06% | 2,505 | 104 | 4.3% | $3.31万 | 加仓 |
| AVGO | Avago Technologies | $80.47万 | 0.06% | 2,600 | -61 | -2.3% | -$1.89万 | 减仓 |
| NUSC | Nuveen Esg Small Cap | $82.72万 | 0.06% | 18,358 | -30 | -0.2% | -$1,352 | 减仓 |
| JNJ | Johnson & Johnson | $87.19万 | 0.07% | 3,567 | 0 | 0.0% | — | 不变 |
| WTV | WISDOMTREE TRUST WISDOMTREE US VALUE FUND ETF | $90.09万 | 0.07% | 9,510 | 0 | 0.0% | — | 不变 |
| EIS | iShares MSCI Israel ETF | $96.34万 | 0.08% | 8,302 | 520 | 6.7% | $6.03万 | 加仓 |
| DIS | Disney Walt Co | $96.95万 | 0.08% | 10,059 | -5,668 | -36.0% | -$54.63万 | 减仓 |
| JPIN | Jpmorgan Dvrsfd Rtrn | $98.72万 | 0.08% | 13,857 | 15 | 0.1% | $1,069 | 加仓 |
| GS | Goldman Sachs Group Inc | $100.00万 | 0.08% | 1,182 | -4 | -0.3% | -$3,384 | 减仓 |
| FVD | First TRUST Value | $100.89万 | 0.08% | 21,452 | -628 | -2.8% | -$2.95万 | 减仓 |
| JPM | Jpmorgan Chase & Co | $101.14万 | 0.08% | 3,438 | -1,230 | -26.3% | -$36.18万 | 减仓 |
| COST | Costco Whsl Corp New | $103.11万 | 0.08% | 1,035 | -203 | -16.4% | -$20.22万 | 减仓 |
| EZM | Wisdomtree TRUST Midcap | $108.66万 | 0.08% | 16,165 | 0 | 0.0% | — | 不变 |
| LLY | Lilly Eli & Company | $109.64万 | 0.09% | 1,192 | -1,000 | -45.6% | -$91.98万 | 减仓 |
| — | Exxon Mobil Corporation | $114.42万 | 0.09% | 6,744 | -1,340 | -16.6% | -$22.73万 | 减仓 |
| SYK | Stryker Corp | $117.47万 | 0.09% | 3,575 | 0 | 0.0% | — | 不变 |
| VIG | Vanguard Div Apprciation | $121.14万 | 0.09% | 5,633 | -168 | -2.9% | -$3.61万 | 减仓 |
| AVEM | AMERICAN CENTURY INVESTMENTS A VANTIS EMGMKT ETF | $123.60万 | 0.10% | 15,339 | -199 | -1.3% | -$1.60万 | 减仓 |
| GOOGL | Google Inc Class A | $134.35万 | 0.10% | 4,672 | 54 | 1.2% | $1.55万 | 加仓 |
| ABBV | Abbvie Inc | $146.33万 | 0.11% | 6,728 | -185 | -2.7% | -$4.02万 | 减仓 |
| NOC | Northrop Grumman Corp | $161.01万 | 0.13% | 2,360 | 1,000 | 73.5% | $68.22万 | 加仓 |
| VOO | Vanguard S&P 500 Etf | $163.59万 | 0.13% | 2,738 | 1,008 | 58.3% | $60.23万 | 加仓 |
| AVUV | AVANTIS US SMALL CAP VALUE ETF | $166.98万 | 0.13% | 15,115 | 387 | 2.6% | $4.28万 | 加仓 |
| MSFT | Microsoft Corp | $182.61万 | 0.14% | 4,933 | 310 | 6.7% | $11.48万 | 加仓 |
| INTU | Intuit Inc | $198.51万 | 0.15% | 4,591 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO EXCHANGE TRADED FD TR S&P500 QUALITY ETF | $215.10万 | 0.17% | 28,607 | -1,757 | -5.8% | -$13.21万 | 减仓 |
| GOOG | Google Inc Class C | $223.71万 | 0.17% | 7,799 | 178 | 2.3% | $5.11万 | 加仓 |
| MDY | Mid Cap SPDR | $223.82万 | 0.17% | 3,629 | -500 | -12.1% | -$30.84万 | 减仓 |
| — | Flexsh Stoxx US Esg | $243.53万 | 0.19% | 16,049 | 0 | 0.0% | — | 不变 |
| BRK/B | Berkshire Hathaway Inc B | $247.52万 | 0.19% | 5,165 | -767 | -12.9% | -$36.76万 | 减仓 |
| AMZN | Amazon Com Inc | $267.59万 | 0.21% | 12,848 | 4,928 | 62.2% | $102.64万 | 加仓 |
| SCHB | Schw US Brd Mkt Etf | $268.14万 | 0.21% | 106,830 | -29,032 | -21.4% | -$72.87万 | 减仓 |
| IJR | Ishares Tr S&P Smallcap | $277.58万 | 0.22% | 22,329 | 1 | 0.0% | $124 | 加仓 |
| GEV | Ge Vernova Llc Com | $291.29万 | 0.23% | 3,337 | 1,001 | 42.9% | $87.38万 | 加仓 |
| LRGF | ISHARES TRUST MULTIFACTOR USA ETF | $296.89万 | 0.23% | 44,983 | 0 | 0.0% | — | 不变 |
| TSLA | Tesla Motors Inc | $334.19万 | 0.26% | 8,990 | 1,056 | 13.3% | $39.26万 | 加仓 |
| XLK | Sector Spdr Tech Select | $334.38万 | 0.26% | 25,160 | 0 | 0.0% | — | 不变 |
| VUG | Vanguard Growth | $343.49万 | 0.27% | 7,864 | -112 | -1.4% | -$4.89万 | 减仓 |
| SCHD | SCHWAB US DIVIDEND EQ ETF | $381.50万 | 0.30% | 124,348 | -18,121 | -12.7% | -$55.60万 | 减仓 |
| DGRO | Ishares Core Dividend | $387.97万 | 0.30% | 55,282 | -299 | -0.5% | -$2.10万 | 减仓 |
| — | GBank Financial Holdings Inc | $425.09万 | 0.33% | 158,854 | 119,000 | 298.6% | $318.44万 | 加仓 |
| DEUS | Dutsch X Trck Rusl 1000 | $469.00万 | 0.37% | 78,310 | -2,145 | -2.7% | -$12.85万 | 减仓 |
| RWL | INVESCO EXCHANGE TRADED FUND T S&P 500 REVENUE ETF | $488.92万 | 0.38% | 42,548 | -895 | -2.1% | -$10.28万 | 减仓 |
| — | DIMENSIONAL U S CORE EQUITY 2 ETF | $499.67万 | 0.39% | 128,583 | -27 | -0.0% | -$1,049 | 减仓 |
| AVTM | AMERICAN CENTURY ETF TRUST ETF | $523.77万 | 0.41% | 111,410 | 111,410 | — | $523.77万 | 新建仓 |
| ESGD | Ishares Esg Msci Eafe | $527.60万 | 0.41% | 55,177 | -3,002 | -5.2% | -$28.71万 | 减仓 |
| RSP | Rydex Etf TRUST | $528.72万 | 0.41% | 27,549 | -15,326 | -35.7% | -$294.13万 | 减仓 |
| VTI | Vanguard Total Stock Mkt | $556.78万 | 0.43% | 17,356 | -7,098 | -29.0% | -$227.70万 | 减仓 |
| QDEF | FLEXSHARES TRUST QLT DIV DEF I DX ETF | $643.85万 | 0.50% | 80,662 | -7,651 | -8.7% | -$61.07万 | 减仓 |
| COWZ | PACER FDS TR US CASH COWS 100 ETF | $646.90万 | 0.50% | 103,405 | -13,111 | -11.3% | -$82.02万 | 减仓 |
| JPST | JP MORGAN ETF TRUST ULTRA SHRT INC ETF | $654.75万 | 0.51% | 129,372 | 118,963 | 1,142.9% | $602.07万 | 重新持有 |
| NVDA | Nvidia Corp | $726.39万 | 0.57% | 41,651 | -1,367 | -3.2% | -$23.84万 | 减仓 |
| JPME | JP MORGAN ETF TRUST DIVERSFED RTRN ETF | $728.75万 | 0.57% | 63,630 | -1,732 | -2.6% | -$19.84万 | 减仓 |
| SPSM | SPDR SERIES TRUST PORTFOLIO SM ETF | $739.86万 | 0.58% | 153,116 | -26,866 | -14.9% | -$129.82万 | 减仓 |
| FXL | FIRST TRUST EXCH TRADED FUND 2 TECH ALPHADEX ETF | $979.14万 | 0.76% | 61,631 | -3,936 | -6.0% | -$62.53万 | 减仓 |
| COWG | Pacer US Large Cp CA Cows Gr Ldrs ETF | $1,153.83万 | 0.90% | 341,988 | 45,410 | 15.3% | $153.21万 | 加仓 |
| NULG | NUVEEN ESG NUVEEN ESG LRG CAP GRWTH ETF | $1,166.17万 | 0.91% | 128,235 | -10,250 | -7.4% | -$93.21万 | 减仓 |
| QQQ | Powershs Qqq TRUST Ser | $1,229.74万 | 0.96% | 21,306 | -69 | -0.3% | -$3.98万 | 减仓 |
| EFA | Ishares Tr Msci Eafe Fd | $1,380.33万 | 1.08% | 142,111 | -659 | -0.5% | -$6.40万 | 减仓 |
| RWK | INVESCO EXCHANGE TRADED FUND T S&P MDCP 400 REV ET | $1,508.17万 | 1.17% | 117,587 | -12,640 | -9.7% | -$162.12万 | 减仓 |
| IYW | iShares U.S. Technology ETF | $1,610.39万 | 1.25% | 88,766 | 3,691 | 4.3% | $66.96万 | 加仓 |
| TILT | Flexshares Morningstar | $1,648.37万 | 1.28% | 68,293 | -1,786 | -2.5% | -$43.11万 | 减仓 |
| QTEC | First Tr Nasdaq 100 Fund | $1,810.47万 | 1.41% | 83,826 | -1,864 | -2.2% | -$40.26万 | 减仓 |
| SPTM | SPDR SERIES TRUST PORTFOLIO TL STK ETF | $2,391.32万 | 1.86% | 302,469 | -5,663 | -1.8% | -$44.77万 | 减仓 |
| AVDE | AMERICAN CENTURY INVESTMENTS I NTL EQT ETF | $2,470.30万 | 1.92% | 291,172 | -11,019 | -3.6% | -$93.49万 | 减仓 |
| QUAL | iShares MSCI USA Quality Factor ETF | $2,522.03万 | 1.96% | 131,486 | -3,159 | -2.3% | -$60.59万 | 减仓 |
| IBDV | ISHARES TRUST IBONDS DEC 2030 TERM CORPOR | $2,640.18万 | 2.06% | 1,206,110 | 92,958 | 8.4% | $203.49万 | 加仓 |
| IBDU | ISHARES TRUST IBONDS DEC 29 ET F | $2,672.06万 | 2.08% | 1,148,779 | 88,780 | 8.4% | $206.50万 | 加仓 |
| IBDR | ISHARES TRUST IBONDS DEC2026 E TF | $2,764.68万 | 2.15% | 1,140,545 | -177,816 | -13.5% | -$431.03万 | 减仓 |
| SPMO | INVESCO EXCHANGE TRADED FUND T S&P 500 MOMNTM ETF | $2,771.46万 | 2.16% | 247,209 | 8,323 | 3.5% | $93.31万 | 加仓 |
| DFAE | Dimensional Emerging Core Equity Mkt ETF | $2,907.10万 | 2.26% | 858,565 | -26,641 | -3.0% | -$90.21万 | 减仓 |
| IBDT | ISHARES TRUST IBDS DEC28 ETF | $2,936.32万 | 2.29% | 1,159,226 | 70,569 | 6.5% | $178.75万 | 加仓 |
| IBDS | iShares iBonds Dec 2027 Term Corp ETF | $2,952.24万 | 2.30% | 1,217,920 | 47,339 | 4.0% | $114.75万 | 加仓 |
| AAPL | Apple Computer Inc | $3,451.24万 | 2.69% | 135,988 | 1,372 | 1.0% | $34.82万 | 加仓 |
| RDVY | First Trst Nasdaq Rsng | $3,896.81万 | 3.04% | 570,710 | -6,376 | -1.1% | -$43.54万 | 减仓 |
| VFLO | VictoryShares Free Cash Flow ETF | $3,950.44万 | 3.08% | 1,000,618 | 18,628 | 1.9% | $73.54万 | 加仓 |
| IQLT | ISHARES TRUST INTL QLTY FACTOR ETF | $4,261.38万 | 3.32% | 921,777 | -18,253 | -1.9% | -$84.38万 | 减仓 |
| JQUA | JP MORGAN ETF TRUST US QUALTY FCTR ETF | $5,629.82万 | 4.39% | 918,104 | 14,107 | 1.6% | $86.50万 | 加仓 |
| DFAI | Dimensional International Cr Eq Mkt ETF | $5,674.48万 | 4.42% | 1,456,488 | -37,987 | -2.5% | -$148.00万 | 减仓 |
| QGRW | WISDOMTREE US QUALITY GROWTH ETF | $5,693.72万 | 4.44% | 1,065,641 | -16,479 | -1.5% | -$88.05万 | 减仓 |
| DGRW | Wisdomtree US Divid Etf | $7,290.38万 | 5.68% | 829,962 | 6,934 | 0.8% | $60.91万 | 加仓 |
| AVUS | AMERICAN CENTURY INVESTMENTS U S EQT ETF | $8,922.80万 | 6.95% | 802,554 | -19,294 | -2.3% | -$214.51万 | 减仓 |
| DFAU | DIMENSIONAL US CORE EQUITY MARKT ETF | $2.09亿 | 16.27% | 4,630,535 | 118,160 | 2.6% | $533.14万 | 加仓 |