Red Door Wealth Management, LLC
Memphis TN · SEC CIK 0001783599
$9.62亿2026Q1 申报市值
307持仓数
35.8%前十大占比 · 第一大 5.2%
25 / 7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
JMST 加仓+$818.24万
EAGL 加仓+$197.07万
RSP 加仓+$141.61万
GLD 加仓+$137.82万
T 加仓+$101.83万
2026Q1 卖出最多 按季末市值估算
SCHX 减仓-$137.88万
SCHD 减仓-$34.29万
GOOG 减仓-$33.22万
WWD 清仓-$28.39万
SHOP 清仓-$27.88万
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 |
|---|---|---|---|---|---|---|---|---|
| V | VISA INC | $1,448.45万 | 1.51% | 47,924 | 367 | 0.8% | $11.09万 | 加仓 |
| IVV | ISHARES TR | $1,469.34万 | 1.53% | 22,494 | 442 | 2.0% | $28.87万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1,472.08万 | 1.53% | 71,149 | 898 | 1.3% | $18.58万 | 加仓 |
| META | META PLATFORMS INC | $1,479.97万 | 1.54% | 25,868 | 444 | 1.7% | $25.40万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,604.92万 | 1.67% | 65,657 | 256 | 0.4% | $6.26万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,670.52万 | 1.74% | 16,765 | -99 | -0.6% | -$9.86万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $1,714.36万 | 1.78% | 104,452 | 1,376 | 1.3% | $22.58万 | 加仓 |
| WMT | WALMART INC | $1,964.87万 | 2.04% | 158,100 | 179 | 0.1% | $2.22万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2,148.33万 | 2.23% | 35,952 | 686 | 1.9% | $40.99万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $2,444.02万 | 2.54% | 83,085 | 965 | 1.2% | $28.39万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,603.78万 | 2.71% | 70,340 | 1,103 | 1.6% | $40.83万 | 加仓 |
| AMZN | AMAZON COM INC | $2,763.19万 | 2.87% | 132,673 | 2,171 | 1.7% | $45.22万 | 加仓 |
| GOOG | ALPHABET INC | $3,427.80万 | 3.56% | 119,494 | -1,158 | -1.0% | -$33.22万 | 减仓 |
| EAGL | 2023 ETF SERIES TRUST | $3,438.15万 | 3.58% | 1,130,228 | 64,783 | 6.1% | $197.07万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $4,005.33万 | 4.17% | 83,584 | 449 | 0.5% | $21.52万 | 加仓 |
| AAPL | APPLE INC | $4,075.07万 | 4.24% | 160,569 | -568 | -0.4% | -$14.42万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $4,551.61万 | 4.73% | 260,987 | 302 | 0.1% | $5.27万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $4,953.02万 | 5.15% | 1,931,755 | -53,777 | -2.7% | -$137.88万 | 减仓 |