Revisor Wealth Management LLC
AKRON OH · SEC CIK 0001887409
$4.16亿2026Q2 申报市值
371持仓数
24.8%前十大占比 · 第一大 4.0%
58 / 21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
STIP 新建仓+$225.40万
SPSB 加仓+$148.11万
VIGI 加仓+$105.46万
SPEM 加仓+$101.17万
FNDF 新建仓+$91.44万
2026Q2 卖出最多 按季末市值估算
VCLT 减仓-$258.96万
SCHZ 减仓-$164.64万
IGIB 减仓-$111.02万
SBUX 减仓-$104.92万
LAMR 减仓-$80.67万
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 |
|---|---|---|---|---|---|---|---|---|
| SCHZ | SCHWAB STRATEGIC TR | $1,679.34万 | 4.04% | 726,046 | -71,180 | -8.9% | -$164.64万 | 减仓 |
| AAPL | APPLE INC | $1,522.78万 | 3.66% | 52,626 | 134 | 0.3% | $3.88万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,144.75万 | 2.75% | 138,506 | 4,893 | 3.7% | $40.44万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $1,117.82万 | 2.69% | 119,706 | 11,294 | 10.4% | $105.46万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $1,076.64万 | 2.59% | 207,927 | 19,539 | 10.4% | $101.17万 | 加仓 |
| MSFT | MICROSOFT CORP | $920.58万 | 2.21% | 24,679 | 782 | 3.3% | $29.17万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $795.04万 | 1.91% | 264,926 | 49,355 | 22.9% | $148.11万 | 加仓 |
| AMZN | AMAZON COM INC | $716.09万 | 1.72% | 30,045 | 1,934 | 6.9% | $46.09万 | 加仓 |
| DVYE | ISHARES INC | $709.04万 | 1.70% | 219,995 | -4,725 | -2.1% | -$15.23万 | 减仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $640.46万 | 1.54% | 85,111 | -34,413 | -28.8% | -$258.96万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $582.94万 | 1.40% | 29,134 | -316 | -1.1% | -$6.32万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $509.55万 | 1.22% | 27,385 | -12 | -0.0% | -$2,233 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $502.72万 | 1.21% | 4,355 | 434 | 11.1% | $50.10万 | 加仓 |
| TSLA | TESLA INC | $500.40万 | 1.20% | 11,898 | 77 | 0.7% | $3.24万 | 加仓 |
| MCD | MCDONALDS CORP | $478.56万 | 1.15% | 17,705 | -30 | -0.2% | -$8,109 | 减仓 |
| GOOG | ALPHABET INC | $458.22万 | 1.10% | 12,968 | -128 | -1.0% | -$4.52万 | 减仓 |
| CRM | SALESFORCE INC | $399.41万 | 0.96% | 25,492 | -139 | -0.5% | -$2.18万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $394.46万 | 0.95% | 12,050 | 821 | 7.3% | $26.88万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $380.57万 | 0.91% | 112,463 | 3,697 | 3.4% | $12.51万 | 加仓 |
| BIL | SPDR SERIES TRUST | $357.66万 | 0.86% | 39,029 | 4,083 | 11.7% | $37.42万 | 加仓 |
| GOOGL | ALPHABET INC | $350.07万 | 0.84% | 9,796 | -577 | -5.6% | -$20.62万 | 减仓 |
| META | META PLATFORMS INC | $333.60万 | 0.80% | 5,923 | 641 | 12.1% | $36.10万 | 加仓 |
| BIBL | NORTHERN LTS FD TR IV | $327.07万 | 0.79% | 56,407 | -5,798 | -9.3% | -$33.62万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $321.16万 | 0.77% | 115,942 | 1,424 | 1.2% | $3.94万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $278.89万 | 0.67% | 11,787 | 1,094 | 10.2% | $25.88万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $272.93万 | 0.66% | 10,036 | 559 | 5.9% | $15.20万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $269.71万 | 0.65% | 14,848 | -1,257 | -7.8% | -$22.83万 | 减仓 |
| — | EXXON MOBIL CORP | $266.11万 | 0.64% | 19,464 | 134 | 0.7% | $1.83万 | 加仓 |
| IAGG | ISHARES TR | $265.19万 | 0.64% | 52,409 | -1,108 | -2.1% | -$5.61万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $262.17万 | 0.63% | 3,504 | 18 | 0.5% | $1.35万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $260.80万 | 0.63% | 5,212 | -156 | -2.9% | -$7.81万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $258.32万 | 0.62% | 97,478 | -3,546 | -3.5% | -$9.40万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $257.43万 | 0.62% | 7,476 | -843 | -10.1% | -$29.03万 | 减仓 |
| RDDT | REDDIT INC | $249.96万 | 0.60% | 14,400 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $245.90万 | 0.59% | 29,755 | -437 | -1.4% | -$3.61万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $235.99万 | 0.57% | 7,432 | 2 | 0.0% | $635 | 加仓 |
| SLV | ISHARES SILVER TR | $234.39万 | 0.56% | 43,836 | 7,061 | 19.2% | $37.76万 | 加仓 |
| MGV | VANGUARD WORLD FD | $230.41万 | 0.55% | 14,097 | -16 | -0.1% | -$2,615 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $226.29万 | 0.54% | 4,733 | -50 | -1.0% | -$2.39万 | 减仓 |
| STIP | ISHARES TR | $225.40万 | 0.54% | 22,063 | 22,063 | — | $225.40万 | 新建仓 |
| KO | COCA COLA CO | $223.79万 | 0.54% | 27,423 | 3,404 | 14.2% | $27.78万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $223.61万 | 0.54% | 37,461 | 2,628 | 7.5% | $15.69万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $221.10万 | 0.53% | 43,722 | 1,968 | 4.7% | $9.95万 | 加仓 |
| ENB | ENBRIDGE INC | $212.00万 | 0.51% | 39,107 | -526 | -1.3% | -$2.85万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $208.25万 | 0.50% | 27,151 | -1,987 | -6.8% | -$15.24万 | 减仓 |
| MDT | MEDTRONIC PLC | $206.23万 | 0.50% | 26,224 | 4,134 | 18.7% | $32.51万 | 加仓 |
| VB | VANGUARD INDEX FDS | $201.77万 | 0.48% | 6,657 | 289 | 4.5% | $8.76万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $189.04万 | 0.45% | 12,492 | 1,207 | 10.7% | $18.27万 | 加仓 |
| AMAT | APPLIED MATLS INC | $188.56万 | 0.45% | 2,608 | -765 | -22.7% | -$55.31万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $186.54万 | 0.45% | 36,873 | 9,462 | 34.5% | $47.87万 | 加仓 |
| ICVT | ISHARES TR | $183.23万 | 0.44% | 15,051 | 5,094 | 51.2% | $62.01万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $182.81万 | 0.44% | 62,118 | 7,426 | 13.6% | $21.85万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $182.55万 | 0.44% | 4,933 | -166 | -3.3% | -$6.14万 | 减仓 |
| V | VISA INC | $176.86万 | 0.42% | 5,155 | -20 | -0.4% | -$6,862 | 减仓 |
| CAT | CATERPILLAR INC | $171.62万 | 0.41% | 1,612 | 25 | 1.6% | $2.66万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $171.08万 | 0.41% | 4,678 | 1,793 | 62.1% | $65.57万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $166.99万 | 0.40% | 19,385 | 2,495 | 14.8% | $21.49万 | 加仓 |
| GSK | GSK PLC | $162.08万 | 0.39% | 30,786 | -294 | -0.9% | -$1.55万 | 减仓 |
| SYY | SYSCO CORP | $161.17万 | 0.39% | 19,283 | 186 | 1.0% | $1.55万 | 加仓 |
| LAC | LITHIUM AMERS CORP NEW | $160.26万 | 0.39% | 416,254 | 22,702 | 5.8% | $8.74万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $159.72万 | 0.38% | 4,130 | 120 | 3.0% | $4.64万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $158.54万 | 0.38% | 8,895 | 1,320 | 17.4% | $23.53万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $153.17万 | 0.37% | 21,498 | 3,062 | 16.6% | $21.82万 | 加仓 |
| PTL | NORTHERN LTS FD TR IV | $152.06万 | 0.37% | 5,300 | 2,674 | 101.8% | $76.72万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $148.71万 | 0.36% | 2,165 | 94 | 4.5% | $6.46万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $148.59万 | 0.36% | 6,115 | 118 | 2.0% | $2.87万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $147.72万 | 0.35% | 4,876 | 1,442 | 42.0% | $43.69万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $147.47万 | 0.35% | 3,548 | -123 | -3.4% | -$5.11万 | 减仓 |
| GE | GE AEROSPACE | $147.07万 | 0.35% | 3,935 | -82 | -2.0% | -$3.06万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $142.78万 | 0.34% | 5,622 | 909 | 19.3% | $23.09万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $142.38万 | 0.34% | 4,209 | 430 | 11.4% | $14.55万 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC | $142.05万 | 0.34% | 243,650 | -2,496 | -1.0% | -$1.46万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $140.42万 | 0.34% | 3,964 | 547 | 16.0% | $19.38万 | 加仓 |
| BOXX | EA SERIES TRUST | $139.97万 | 0.34% | 11,954 | -400 | -3.2% | -$4.68万 | 减仓 |
| VO | VANGUARD INDEX FDS | $139.01万 | 0.33% | 17,253 | 1,889 | 12.3% | $15.22万 | 加仓 |
| QQQ | INVESCO QQQ TR | $138.26万 | 0.33% | 1,875 | -32 | -1.7% | -$2.36万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $135.14万 | 0.32% | 2,326 | 322 | 16.1% | $18.71万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $134.85万 | 0.32% | 42,526 | 24 | 0.1% | $761 | 加仓 |
| JMIA | JUMIA TECHNOLOGIES AG | $134.20万 | 0.32% | 190,350 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $134.04万 | 0.32% | 3,549 | -199 | -5.3% | -$7.52万 | 减仓 |
| WMT | WALMART INC | $133.45万 | 0.32% | 11,783 | -1,146 | -8.9% | -$12.98万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $131.35万 | 0.32% | 4,480 | -65 | -1.4% | -$1.91万 | 减仓 |
| OMC | OMNICOM GROUP INC | $129.35万 | 0.31% | 17,662 | -256 | -1.4% | -$1.87万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $125.85万 | 0.30% | 51,262 | -1,875 | -3.5% | -$4.60万 | 减仓 |
| IBD | NORTHERN LTS FD TR IV | $121.33万 | 0.29% | 50,838 | 20,761 | 69.0% | $49.55万 | 加仓 |
| IVV | ISHARES TR | $120.38万 | 0.29% | 1,607 | 425 | 36.0% | $31.84万 | 加仓 |
| GPC | GENUINE PARTS CO | $118.78万 | 0.29% | 10,011 | 138 | 1.4% | $1.64万 | 加仓 |
| COPX | GLOBAL X FDS | $117.50万 | 0.28% | 15,240 | 4,310 | 39.4% | $33.23万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $117.39万 | 0.28% | 8,005 | 1,351 | 20.3% | $19.81万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $117.18万 | 0.28% | 35,199 | 14,461 | 69.7% | $48.14万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $116.63万 | 0.28% | 9,214 | -1,719 | -15.7% | -$21.76万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $114.50万 | 0.28% | 9,814 | 2,057 | 26.5% | $24.00万 | 加仓 |
| ETR | ENTERGY CORP NEW | $113.24万 | 0.27% | 9,858 | -1,389 | -12.3% | -$15.96万 | 减仓 |
| FDLS | NORTHERN LTS FD TR IV | $112.82万 | 0.27% | 26,634 | 14,392 | 117.6% | $60.96万 | 加仓 |
| AMGN | AMGEN INC | $111.35万 | 0.27% | 3,075 | -66 | -2.1% | -$2.39万 | 减仓 |
| EELV | INVESCO EXCH TRADED FD TR II | $109.20万 | 0.26% | 39,282 | -6,789 | -14.7% | -$18.87万 | 减仓 |
| — | FLAHERTY & CRUMRINE DYNAMIC | $108.70万 | 0.26% | 52,586 | -8,435 | -13.8% | -$17.44万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $108.50万 | 0.26% | 6,594 | -197 | -2.9% | -$3.24万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $108.29万 | 0.26% | 3,851 | 256 | 7.1% | $7.20万 | 加仓 |
| — | NORTHERN LTS FD TR IV | $105.74万 | 0.25% | 34,316 | 20,310 | 145.0% | $62.58万 | 加仓 |