RESTON WEALTH MANAGEMENT LLC
Reston VA · SEC CIK 0001767617
$3.26亿2026Q1 申报市值
62持仓数
86.3%前十大占比 · 第一大 19.9%
3 / 4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
FENI 新建仓+$3,831.86万
SPAB 加仓+$724.43万
SCHZ 加仓+$201.06万
BSV 新建仓+$74.02万
BND 加仓+$39.69万
2026Q1 卖出最多 按季末市值估算
SPDW 减仓-$2,729.06万
SCHF 减仓-$834.51万
SPYG 减仓-$250.45万
SPMD 减仓-$247.91万
FNDX 减仓-$142.60万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $0 | 0.00% | 0 | -568 | -100.0% | -$38.87万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -892 | -100.0% | -$22.94万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -398 | -100.0% | -$22.72万 | 清仓 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | -621 | -100.0% | -$21.36万 | 清仓 |
| ITOT | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SHOP | SHOPIFY INC | $20.15万 | 0.06% | 1,699 | -55 | -3.1% | -$6,524 | 减仓 |
| VLO | VALERO ENERGY CORP | $20.29万 | 0.06% | 821 | 821 | — | $20.29万 | 新建仓 |
| BAC | BANK AMERICA CORP | $20.67万 | 0.06% | 4,240 | -4 | -0.1% | -$195 | 减仓 |
| V | VISA INC | $20.75万 | 0.06% | 686 | 7 | 1.0% | $2,117 | 加仓 |
| OEF | ISHARES TR | $22.30万 | 0.07% | 701 | 2 | 0.3% | $636 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $23.80万 | 0.07% | 704 | 32 | 4.8% | $1.08万 | 加仓 |
| MCK | MCKESSON CORP | $24.84万 | 0.08% | 287 | 1 | 0.3% | $865 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $26.64万 | 0.08% | 578 | 5 | 0.9% | $2,305 | 加仓 |
| GE | GE AEROSPACE | $27.86万 | 0.09% | 982 | -60 | -5.8% | -$1.70万 | 减仓 |
| WMT | WALMART INC | $28.70万 | 0.09% | 2,309 | -2 | -0.1% | -$249 | 减仓 |
| CAT | CATERPILLAR INC | $29.40万 | 0.09% | 415 | -18 | -4.2% | -$1.28万 | 减仓 |
| PSEP | INNOVATOR ETFS TRUST | $29.67万 | 0.09% | 6,890 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $29.68万 | 0.09% | 3,825 | -9 | -0.2% | -$698 | 减仓 |
| META | META PLATFORMS INC | $31.17万 | 0.10% | 545 | -29 | -5.1% | -$1.66万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $31.41万 | 0.10% | 460 | -103 | -18.3% | -$7.03万 | 减仓 |
| ABBV | ABBVIE INC | $32.22万 | 0.10% | 1,481 | -256 | -14.7% | -$5.57万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $33.20万 | 0.10% | 1,358 | -29 | -2.1% | -$7,090 | 减仓 |
| MUB | ISHARES TR | $33.23万 | 0.10% | 3,130 | 512 | 19.6% | $5.44万 | 加仓 |
| KO | COCA COLA CO | $34.60万 | 0.11% | 4,549 | -98 | -2.1% | -$7,454 | 减仓 |
| MS | MORGAN STANLEY | $35.90万 | 0.11% | 2,181 | 2 | 0.1% | $329 | 加仓 |
| MPC | MARATHON PETE CORP | $36.67万 | 0.11% | 1,502 | -83 | -5.2% | -$2.03万 | 减仓 |
| UGI | UGI CORP NEW | $38.28万 | 0.12% | 10,511 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $38.43万 | 0.12% | 2,265 | 29 | 1.3% | $4,920 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $38.84万 | 0.12% | 643 | -22 | -3.3% | -$1.33万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $42.94万 | 0.13% | 3,497 | -35 | -1.0% | -$4,297 | 减仓 |
| COST | COSTCO WHSL CORP NEW | $46.65万 | 0.14% | 468 | -8 | -1.7% | -$7,975 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $47.15万 | 0.14% | 984 | -44 | -4.3% | -$2.11万 | 减仓 |
| AMAT | APPLIED MATLS INC | $48.02万 | 0.15% | 1,405 | 1 | 0.1% | $342 | 加仓 |
| TSLA | TESLA INC | $54.52万 | 0.17% | 1,467 | 15 | 1.0% | $5,575 | 加仓 |
| VXF | VANGUARD INDEX FDS | $55.74万 | 0.17% | 2,708 | -177 | -6.1% | -$3.64万 | 减仓 |
| IWR | ISHARES TR | $59.65万 | 0.18% | 6,135 | -180 | -2.9% | -$1.75万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $63.26万 | 0.19% | 19,199 | 1,385 | 7.8% | $4.56万 | 加仓 |
| AVGO | BROADCOM INC | $66.57万 | 0.20% | 2,151 | -78 | -3.5% | -$2.41万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $69.31万 | 0.21% | 2,119 | -9 | -0.4% | -$2,944 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $74.02万 | 0.23% | 9,440 | 9,440 | — | $74.02万 | 新建仓 |
| SPY | SPDR S&P 500 ETF TR | $80.12万 | 0.25% | 1,232 | -385 | -23.8% | -$25.04万 | 减仓 |
| LLY | ELI LILLY & CO | $81.33万 | 0.25% | 884 | -14 | -1.6% | -$1.29万 | 减仓 |
| AMZN | AMAZON COM INC | $83.81万 | 0.26% | 4,024 | -129 | -3.1% | -$2.69万 | 减仓 |
| JPM | JPMORGAN CHASE & CO. | $84.89万 | 0.26% | 2,886 | -34 | -1.2% | -$1.00万 | 减仓 |
| EFA | ISHARES TR | $97.23万 | 0.30% | 10,010 | -9 | -0.1% | -$874 | 减仓 |
| IWF | ISHARES TR | $98.00万 | 0.30% | 2,298 | 2 | 0.1% | $853 | 加仓 |
| GOOGL | ALPHABET INC | $147.20万 | 0.45% | 5,119 | -47 | -0.9% | -$1.35万 | 减仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $166.76万 | 0.51% | 35,678 | -3,577 | -9.1% | -$16.72万 | 减仓 |
| AAPL | APPLE INC | $173.38万 | 0.53% | 6,832 | -489 | -6.7% | -$12.41万 | 减仓 |
| GOOG | ALPHABET INC | $189.94万 | 0.58% | 6,621 | -165 | -2.4% | -$4.73万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $190.13万 | 0.58% | 10,902 | -448 | -3.9% | -$7.81万 | 减仓 |
| MSFT | MICROSOFT CORP | $208.37万 | 0.64% | 5,629 | -143 | -2.5% | -$5.29万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $208.74万 | 0.64% | 71,659 | 773 | 1.1% | $2.25万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $217.37万 | 0.67% | 87,828 | -337,175 | -79.3% | -$834.51万 | 减仓 |
| SCZ | ISHARES TR | $242.52万 | 0.74% | 30,929 | -3,047 | -9.0% | -$23.89万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $289.11万 | 0.89% | 39,260 | 5,390 | 15.9% | $39.69万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $573.35万 | 1.76% | 185,189 | -21,704 | -10.5% | -$67.20万 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $619.65万 | 1.90% | 191,074 | 3,680 | 2.0% | $11.93万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $979.90万 | 3.00% | 422,007 | 86,590 | 25.8% | $201.06万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $1,177.83万 | 3.61% | 208,171 | -13,640 | -6.1% | -$77.17万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $1,509.35万 | 4.62% | 330,635 | -597,823 | -64.4% | -$2,729.06万 | 减仓 |
| SMLF | ISHARES TR | $2,010.21万 | 6.16% | 266,288 | 4,475 | 1.7% | $33.78万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $2,025.86万 | 6.21% | 342,090 | -41,862 | -10.9% | -$247.91万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $3,237.12万 | 9.92% | 1,263,512 | 282,760 | 28.8% | $724.43万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $3,831.86万 | 11.74% | 1,030,071 | 1,030,071 | — | $3,831.86万 | 新建仓 |
| SPYG | SPDR SERIES TRUST | $6,295.16万 | 19.28% | 642,954 | -25,580 | -3.8% | -$250.45万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $6,487.91万 | 19.87% | 2,329,590 | -51,204 | -2.2% | -$142.60万 | 减仓 |