Rede Wealth, LLC
CHARLOTTESVILLE VA · SEC CIK 0001842054
$3.02亿2026Q2 申报市值
117持仓数
73.5%前十大占比 · 第一大 51.6%
10 / 3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
FBND 加仓+$258.15万
IALT 新建仓+$106.04万
RAAX 新建仓+$95.32万
ITOT 加仓+$79.46万
CTA 新建仓+$73.74万
2026Q2 卖出最多 按季末市值估算
SCHR 清仓-$175.50万
SCHO 清仓-$115.61万
SCHA 减仓-$77.76万
DYNF 减仓-$74.55万
VTIP 减仓-$56.19万
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 |
|---|---|---|---|---|---|---|---|---|
| GLW | CORNING INC | $151.88万 | 0.50% | 5,946 | 0 | 0.0% | — | 不变 |
| SPHY | SPDR SERIES TRUST | $155.91万 | 0.52% | 66,516 | 20,852 | 45.7% | $48.88万 | 加仓 |
| IDEV | ISHARES TR | $172.35万 | 0.57% | 19,364 | 2,370 | 13.9% | $21.09万 | 加仓 |
| — | EXXON MOBIL CORP | $238.70万 | 0.79% | 17,459 | -150 | -0.9% | -$2.05万 | 减仓 |
| IXUS | ISHARES TR | $262.80万 | 0.87% | 27,536 | 1,304 | 5.0% | $12.45万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $280.82万 | 0.93% | 14,035 | -164 | -1.2% | -$3.28万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $307.54万 | 1.02% | 25,846 | -788 | -3.0% | -$9.38万 | 减仓 |
| MSFT | MICROSOFT CORP | $309.94万 | 1.03% | 8,309 | 19 | 0.2% | $7,087 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $321.55万 | 1.06% | 63,573 | -3,355 | -5.0% | -$16.97万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $353.72万 | 1.17% | 11,675 | 902 | 8.4% | $27.33万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $386.72万 | 1.28% | 5,179 | -10 | -0.2% | -$7,467 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $412.84万 | 1.37% | 90,754 | 56,749 | 166.9% | $258.15万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $496.07万 | 1.64% | 9,914 | -129 | -1.3% | -$6.45万 | 减仓 |
| AMAT | APPLIED MATLS INC | $527.07万 | 1.75% | 7,290 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $561.51万 | 1.86% | 23,559 | 25 | 0.1% | $5,958 | 加仓 |
| IVV | ISHARES TR | $873.66万 | 2.89% | 11,666 | -127 | -1.1% | -$9.51万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $940.96万 | 3.12% | 37,050 | -35 | -0.1% | -$8,889 | 减仓 |
| ITOT | ISHARES TR | $1,072.82万 | 3.55% | 65,308 | 4,837 | 8.0% | $79.46万 | 加仓 |
| AAPL | APPLE INC | $1,359.57万 | 4.50% | 46,985 | -108 | -0.2% | -$3.13万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1.56亿 | 51.57% | 208 | 0 | 0.0% | — | 不变 |