13F 机构持仓

Rede Wealth, LLC

CHARLOTTESVILLE VA · SEC CIK 0001842054

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$3.02亿2026Q2
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

BRK/A 51.6%
AAPL 4.5%
ITOT 3.6%
JNJ 3.1%
IVV 2.9%
AMZN 1.9%
AMAT 1.7%
BRK/B 1.6%
FBND 1.4%
SPY 1.3%

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
BRK/A BERKSHIRE HATHAWAY INC DEL $1.56亿51.57%208 00.0% — 不变
AAPL APPLE INC $1,359.57万4.50%46,985 -108-0.2% -$3.13万 减仓
ITOT ISHARES TR $1,072.82万3.55%65,308 4,8378.0% $79.46万 加仓
JNJ JOHNSON & JOHNSON $940.96万3.12%37,050 -35-0.1% -$8,889 减仓
IVV ISHARES TR $873.66万2.89%11,666 -127-1.1% -$9.51万 减仓
AMZN AMAZON COM INC $561.51万1.86%23,559 250.1% $5,958 加仓
AMAT APPLIED MATLS INC $527.07万1.75%7,290 00.0% — 不变
BRK/B BERKSHIRE HATHAWAY INC DEL $496.07万1.64%9,914 -129-1.3% -$6.45万 减仓
FBND FIDELITY MERRIMACK STR TR $412.84万1.37%90,754 56,749166.9% $258.15万 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
QQQM INVESCO EXCH TRADED FD TR II $353.72万1.17%11,675 9028.4% $27.33万 加仓
VTEB VANGUARD MUN BD FDS $321.55万1.06%63,573 -3,355-5.0% -$16.97万 减仓
MSFT MICROSOFT CORP $309.94万1.03%8,309 190.2% $7,087 加仓
SPYG SPDR SERIES TRUST $307.54万1.02%25,846 -788-3.0% -$9.38万 减仓
NVDA NVIDIA CORPORATION $280.82万0.93%14,035 -164-1.2% -$3.28万 减仓
IXUS ISHARES TR $262.80万0.87%27,536 1,3045.0% $12.45万 加仓
— EXXON MOBIL CORP $238.70万0.79%17,459 -150-0.9% -$2.05万 减仓
IDEV ISHARES TR $172.35万0.57%19,364 2,37013.9% $21.09万 加仓
SPHY SPDR SERIES TRUST $155.91万0.52%66,516 20,85245.7% $48.88万 加仓
GLW CORNING INC $151.88万0.50%5,946 00.0% — 不变
DYNF BLACKROCK ETF TRUST $139.22万0.46%20,471 -10,962-34.9% -$74.55万 减仓
VTV VANGUARD INDEX FDS $138.36万0.46%6,349 58010.1% $12.64万 加仓
IYW ISHARES TR $122.79万0.41%4,868 00.0% — 不变
COIN COINBASE GLOBAL INC $118.82万0.39%8,127 80.1% $1,170 加仓
IMCB ISHARES TR $116.37万0.39%12,051 -3,651-23.3% -$35.26万 减仓
ETH GRAYSCALE ETHEREUM STAKING $111.82万0.37%74,398 21,14739.7% $31.78万 加仓
VTIP VANGUARD MALVERN FDS $110.47万0.37%21,992 -11,186-33.7% -$56.19万 减仓
JPM JPMORGAN CHASE & CO $109.26万0.36%3,338 00.0% — 不变
SCHM SCHWAB STRATEGIC TR $109.09万0.36%29,589 2,95111.1% $10.88万 加仓
IALT BLACKROCK ETF TRUST $106.04万0.35%37,803 37,803— $106.04万 新建仓
AGG ISHARES TR $104.76万0.35%10,584 3083.0% $3.05万 加仓
UNH UNITEDHEALTH GROUP INC $104.49万0.35%2,514 -38-1.5% -$1.58万 减仓
MCD MCDONALDS CORP $96.20万0.32%3,559 10.0% $270 加仓
RAAX VANECK ETF TRUST $95.32万0.32%24,029 24,029— $95.32万 新建仓
SPEM SPDR INDEX SHS FDS $94.56万0.31%18,262 1,0225.9% $5.29万 加仓
SCHX SCHWAB STRATEGIC TR $93.53万0.31%31,782 00.0% — 不变
ASML ASML HLDG NV $93.50万0.31%470 61.3% $1.19万 加仓
SCHA SCHWAB STRATEGIC TR $93.09万0.31%25,764 -21,523-45.5% -$77.76万 减仓
PG PROCTER & GAMBLE CO $92.69万0.31%6,321 80.1% $1,173 加仓
NFLX NETFLIX INC. $92.10万0.30%12,899 990.8% $7,069 加仓
EPD ENTERPRISE PRODS PARTNERS L $85.51万0.28%23,262 -69-0.3% -$2,536 减仓
HYMB SPDR SERIES TRUST $82.70万0.27%32,507 -2,165-6.2% -$5.51万 减仓
— FRANKLIN TEMPLETON DIGITAL H $81.72万0.27%24,100 -3,787-13.6% -$12.84万 减仓
IAUM ISHARES GOLD TRUST MICRO $79.53万0.26%19,877 2001.0% $8,002 加仓
EMXC ISHARES INC $75.92万0.25%7,421 -4,521-37.9% -$46.25万 减仓
DSI ISHARES TR $75.08万0.25%5,273 -508-8.8% -$7.23万 减仓
NSC NORFOLK SOUTHN CORP $74.29万0.25%2,361 -38-1.6% -$1.20万 减仓
CTA SIMPLIFY EXCHANGE TRADED FUN $73.74万0.24%28,426 28,426— $73.74万 新建仓
BLK BLACKROCK INC $66.65万0.22%693 00.0% — 不变
CAT CATERPILLAR INC $66.19万0.22%622 -24-3.7% -$2.55万 减仓
AON AON PLC $62.95万0.21%1,898 00.0% — 不变
MA MASTERCARD INCORPORATED $62.43万0.21%1,216 10.1% $513 加仓
VB VANGUARD INDEX FDS $62.32万0.21%2,056 783.9% $2.36万 加仓
CSX CSX CORP $61.04万0.20%12,843 -425-3.2% -$2.02万 减仓
SHOP SHOPIFY INC $60.08万0.20%5,262 00.0% — 不变
RTX RTX CORPORATION $58.36万0.19%3,076 00.0% — 不变
CB CHUBB LIMITED $58.03万0.19%1,703 00.0% — 不变
SPLV INVESCO EXCH TRADED FD TR II $57.01万0.19%7,612 00.0% — 不变
NULG NUSHARES ETF TR $52.84万0.17%4,514 -923-17.0% -$10.80万 减仓
SUB ISHARES TR $52.65万0.17%4,945 -225-4.4% -$2.40万 减仓
SCHF SCHWAB STRATEGIC TR $51.19万0.17%18,479 10.0% $28 加仓
ADP AUTOMATIC DATA PROCESSING IN $50.08万0.17%2,236 -2-0.1% -$448 减仓
GOOGL ALPHABET INC $49.89万0.17%1,396 80.6% $2,859 加仓
IEI ISHARES TR $49.09万0.16%4,180 43411.6% $5.10万 加仓
T AT&T INC $47.65万0.16%23,020 00.0% — 不变
INTC INTEL CORP $46.70万0.15%3,344 3,344— $46.70万 新建仓
TFC TRUIST FINL CORP $44.75万0.15%8,981 30.0% $149 加仓
V VISA INC $44.48万0.15%1,297 60.5% $2,058 加仓
ISTB ISHARES TR $43.70万0.14%9,058 -224-2.4% -$1.08万 减仓
KO COCA COLA CO $43.21万0.14%5,317 00.0% — 不变
UNP UNION PAC CORP $43.08万0.14%1,584 00.0% — 不变
MTUM ISHARES TR $42.96万0.14%1,253 00.0% — 不变
PAA PLAINS ALL AMERN PIPELINE L $42.85万0.14%19,250 00.0% — 不变
ABBV ABBVIE INC $41.95万0.14%1,667 50.3% $1,258 加仓
CSCO CISCO SYS INC $41.70万0.14%3,550 -48-1.3% -$5,638 减仓
QQQ INVESCO QQQ TR $41.53万0.14%564 407.6% $2.95万 加仓
ETN EATON CORP PLC $40.48万0.13%950 00.0% — 不变
SBUX STARBUCKS CORP $40.28万0.13%3,941 -65-1.6% -$6,643 减仓
CVX CHEVRON CORPORATION $38.76万0.13%2,339 10.0% $166 加仓
MBB ISHARES TR $38.10万0.13%4,031 40611.2% $3.84万 加仓
IMCG ISHARES TR $37.22万0.12%3,786 00.0% — 不变
ESGU ISHARES TR $36.78万0.12%2,247 00.0% — 不变
MMM 3M CO $36.57万0.12%2,258 00.0% — 不变
PWR QUANTA SVCS INC $36.00万0.12%500 00.0% — 不变
SPTI SPDR SERIES TRUST $35.19万0.12%12,395 12,395— $35.19万 新建仓
NAVN NAVAN INC $34.01万0.11%14,871 14,871— $34.01万 新建仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $33.43万0.11%700 00.0% — 不变
TSLA TESLA INC $33.02万0.11%785 -4-0.5% -$1,682 减仓
FDX FEDEX CORP $32.52万0.11%1,039 40.4% $1,252 加仓
BIL SPDR SERIES TRUST $31.96万0.11%3,488 -10-0.3% -$916 减仓
EQAL INVESCO EXCH TRADED FD TR II $31.91万0.11%5,386 -20-0.4% -$1,185 减仓
HXL HEXCEL CORP NEW $31.63万0.10%3,161 10.0% $100 加仓
IGSB ISHARES TR $31.42万0.10%5,995 -26-0.4% -$1,363 减仓
BNDX VANGUARD CHARLOTTE FDS $31.28万0.10%6,458 -2,149-25.0% -$10.41万 减仓
BNY BANK OF NY MELLON CORP $30.99万0.10%2,143 10.0% $145 加仓
MDLZ MONDELEZ INTL INC $30.24万0.10%5,227 60.1% $347 加仓
NULV NUSHARES ETF TR $30.16万0.10%6,033 2454.2% $1.22万 加仓
PZA INVESCO EXCH TRADED FD TR II $30.06万0.10%12,780 12,780— $30.06万 新建仓
MTZ MASTEC INC $28.92万0.10%695 00.0% — 不变
OKE ONEOK INC NEW $28.52万0.09%3,281 00.0% — 不变