13F 机构持仓

Revisor Wealth Management LLC

AKRON OH · SEC CIK 0001887409

2026Q22026Q1 更早 9 个季度 🔒
$3.62亿2026Q1 申报市值
327持仓数
27.4%前十大占比 · 第一大 5.1%
30 / 26新建仓 / 清仓
申报市值走势$4.16亿2026Q2
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

SCHZ 5.1%
AAPL 3.7%
VCIT 3.1%
VIGI 2.6%
VCLT 2.5%
MSFT 2.4%
SPEM 2.4%
DVYE 2.1%
SPSB 1.8%
AMZN 1.6%

2026Q1 买入最多 按季末市值估算

SPSB 加仓+$162.36万
SCHZ 加仓+$132.22万
AMZN 加仓+$97.05万
NVDA 加仓+$94.60万
ELV 加仓+$72.66万

2026Q1 卖出最多 按季末市值估算

AAPL 减仓-$296.15万
VCLT 减仓-$118.48万
BIL 减仓-$107.88万
CTA 清仓-$93.69万
IGIB 减仓-$69.68万

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
PPG PPG INDS INC $28.21万0.08%2,639 -2,222-45.7% -$23.75万 减仓
VISN VISTANCE NETWORKS INC $28.37万0.08%15,588 -5,441-25.9% -$9.90万 减仓
NET CLOUDFLARE INC $28.69万0.08%1,390 534.0% $1.09万 加仓
BEN FRANKLIN RESOURCES INC $28.85万0.08%12,137 -1,095-8.3% -$2.60万 减仓
ATI ATI INC $28.92万0.08%1,988 -60-2.9% -$8,728 减仓
GRID FIRST TR EXCHANGE-TRADED FD $29.26万0.08%1,788 1408.5% $2.29万 加仓
VYM VANGUARD WHITEHALL FDS $29.39万0.08%1,985 00.0% — 不变
— ZACKS TRUST $29.45万0.08%10,922 10,922— $29.45万 新建仓
FMAO FARMERS & MERCHANTS BANCORP $29.80万0.08%11,607 00.0% — 不变
VOOG VANGUARD ADMIRAL FDS INC $30.11万0.08%738 00.0% — 不变
JSI JANUS DETROIT STR TR $30.14万0.08%5,832 5239.9% $2.70万 加仓
USMV ISHARES TR $30.36万0.08%3,273 00.0% — 不变
SCHO SCHWAB STRATEGIC TR $30.42万0.08%12,533 -910-6.8% -$2.21万 减仓
VV VANGUARD INDEX FDS $30.78万0.09%1,030 00.0% — 不变
AMCR AMCOR PLC $31.19万0.09%8,671 8,671— $31.19万 新建仓
KVUE KENVUE INC $31.34万0.09%18,176 2,40715.3% $4.15万 加仓
TGT TARGET CORP $31.66万0.09%2,626 -193-6.8% -$2.33万 减仓
ECHO ECHOSTAR CORP $31.69万0.09%2,707 612.3% $7,140 加仓
WST WEST PHARMACEUTICAL SVSC INC $31.84万0.09%1,274 20519.2% $5.12万 加仓
PVAL PUTNAM ETF TRUST $32.20万0.09%6,939 -369-5.0% -$1.71万 减仓
DOC HEALTHPEAK PROPERTIES INC $32.28万0.09%19,644 7453.9% $1.22万 加仓
IOO ISHARES TR $32.35万0.09%2,674 00.0% — 不变
ROP ROPER TECHNOLOGIES INC $32.51万0.09%903 14819.6% $5.33万 加仓
RSP INVESCO EXCHANGE TRADED FD T $32.60万0.09%1,699 1,699— $32.60万 新建仓
KMX CARMAX INC $32.61万0.09%7,843 6348.8% $2.64万 加仓
UBER UBER TECHNOLOGIES INC $32.99万0.09%4,587 1533.5% $1.10万 加仓
DIS DISNEY WALT CO $33.26万0.09%3,452 -69-2.0% -$6,649 减仓
AON AON PLC $33.44万0.09%1,036 1,036— $33.44万 新建仓
CHD CHURCH & DWIGHT CO INC $33.69万0.09%3,590 -334-8.5% -$3.13万 减仓
AMRZ AMRIZE LTD $33.79万0.09%6,032 6,032— $33.79万 新建仓
CL COLGATE PALMOLIVE CO $33.93万0.09%3,969 -211-5.0% -$1.80万 减仓
STRL STERLING INFRASTRUCTURE INC $33.97万0.09%834 18728.9% $7.62万 加仓
RSG REPUBLIC SVCS INC $34.00万0.09%1,552 -26-1.6% -$5,696 减仓
ESS ESSEX PPTY TR INC $34.12万0.09%1,384 755.7% $1.85万 加仓
PEY INVESCO EXCHANGE TRADED FD T $34.18万0.09%15,960 00.0% — 不变
SJM SMUCKER J M CO $34.44万0.10%3,556 -895-20.1% -$8.67万 减仓
SNY SANOFI SA $34.75万0.10%7,213 1422.0% $6,842 加仓
SMIZ ZACKS TRUST $35.74万0.10%9,641 9,641— $35.74万 新建仓
REMX VANECK ETF TRUST $35.91万0.10%4,080 4,080— $35.91万 新建仓
LITE LUMENTUM HLDGS INC $36.06万0.10%513 513— $36.06万 新建仓
MTBA SIMPLIFY EXCHANGE TRADED FUN $36.18万0.10%7,316 1,47025.1% $7.27万 加仓
MMM 3M CO $36.22万0.10%2,495 -16-0.6% -$2,323 减仓
NEM NEWMONT CORP $36.87万0.10%3,406 1,34064.9% $14.51万 加仓
BRO BROWN & BROWN INC $37.08万0.10%5,528 76416.0% $5.13万 加仓
CHRW C H ROBINSON WORLDWIDE IN $37.38万0.10%2,291 -305-11.7% -$4.98万 减仓
EXPD EXPEDITORS INTL WASH INC $37.66万0.10%2,645 -83-3.0% -$1.18万 减仓
PGR PROGRESSIVE CORP $37.71万0.10%1,902 00.0% — 不变
ANRO ALTO NEUROSCIENCE INC $38.51万0.11%17,130 17,130— $38.51万 新建仓
AGGH SIMPLIFY EXCHANGE TRADED FUN $38.60万0.11%18,968 660.3% $1,343 加仓
NDSN NORDSON CORP $38.61万0.11%1,459 -1,086-42.7% -$28.74万 减仓
PZA INVESCO EXCH TRADED FD TR II $38.91万0.11%16,932 00.0% — 不变
SPGI S&P GLOBAL INC $39.36万0.11%920 698.1% $2.95万 加仓
DIA STATE STR SPDR DOW JONES IND $39.71万0.11%856 -50-5.5% -$2.32万 减仓
NOC NORTHROP GRUMMAN CORP $39.86万0.11%584 -3-0.5% -$2,048 减仓
IMCG ISHARES TR $39.91万0.11%5,067 60613.6% $4.77万 加仓
SDY SPDR SERIES TRUST $39.98万0.11%2,740 00.0% — 不变
MRK MERCK & CO INC $40.14万0.11%3,319 581.8% $7,015 加仓
O REALTY INCOME CORP $40.18万0.11%6,540 -255-3.8% -$1.57万 减仓
— NORTHERN LTS FD TR IV $40.28万0.11%14,006 14,006— $40.28万 新建仓
AOS SMITH A O CORP $40.41万0.11%6,130 -417-6.4% -$2.75万 减仓
VTV VANGUARD INDEX FDS $40.69万0.11%2,074 46028.5% $9.03万 加仓
AMD ADVANCED MICRO DEVICES INC $40.76万0.11%2,004 1,149134.4% $23.37万 加仓
AIRR FIRST TR EXCHANGE TRADED FD $41.10万0.11%3,710 1,78692.8% $19.79万 加仓
CDE COEUR MNG INC $41.22万0.11%21,962 11,365107.2% $21.33万 加仓
ED CONSOLIDATED EDISON INC $41.24万0.11%3,648 -115-3.1% -$1.30万 减仓
TTMI TTM TECHNOLOGIES INC $41.27万0.11%4,236 64017.8% $6.23万 加仓
ABT ABBOTT LABORATORIES $41.34万0.11%3,996 2266.0% $2.34万 加仓
IBKR INTERACTIVE BROKERS GROUP IN $41.39万0.11%6,171 -1,288-17.3% -$8.64万 减仓
GIS GENERAL MILLS INC $41.40万0.11%11,123 -74-0.7% -$2,754 减仓
SCMB SCHWAB STRATEGIC TR $41.89万0.12%16,440 -114-0.7% -$2,905 减仓
NFLX NETFLIX INC. $42.11万0.12%4,380 -21-0.5% -$2,019 减仓
EMXC ISHARES INC $42.33万0.12%5,382 00.0% — 不变
— ZACKS TRUST $42.45万0.12%15,397 8,169113.0% $22.52万 加仓
COST COSTCO WHOLESALE CORPORATION $42.48万0.12%426 -20-4.5% -$1.99万 减仓
ZECP ZACKS TRUST $42.63万0.12%12,600 12,600— $42.63万 新建仓
GM GENERAL MTRS CO $42.87万0.12%5,755 5,755— $42.87万 新建仓
PAGP PLAINS GP HLDGS L P $43.40万0.12%17,876 -1,052-5.6% -$2.55万 减仓
BSV VANGUARD BD INDEX FDS $43.65万0.12%5,566 62612.7% $4.91万 加仓
ETN EATON CORP PLC $43.96万0.12%1,229 00.0% — 不变
MKC MCCORMICK & CO INC $44.11万0.12%8,669 1,10214.6% $5.61万 加仓
FLDR FIDELITY MERRIMACK STR TR $44.28万0.12%8,832 -26-0.3% -$1,304 减仓
ADM ARCHER DANIELS MIDLAND CO $44.69万0.12%6,200 -367-5.6% -$2.65万 减仓
FDLS NORTHERN LTS FD TR IV $45.34万0.13%12,242 -1,760-12.6% -$6.52万 减仓
CB CHUBB LTD SWITZ $45.40万0.13%1,394 -51-3.5% -$1.66万 减仓
MCK MCKESSON CORP $45.72万0.13%528 -272-34.0% -$23.55万 减仓
HD HOME DEPOT INC $45.74万0.13%1,390 -50-3.5% -$1.65万 减仓
UL UNILEVER PLC $45.88万0.13%8,016 3774.9% $2.16万 加仓
VOE VANGUARD INDEX FDS $46.48万0.13%2,522 37017.2% $6.82万 加仓
GDX VANECK ETF TRUST $46.87万0.13%5,108 1,41038.1% $12.94万 加仓
URA GLOBAL X FDS $47.09万0.13%9,724 1,16113.6% $5.62万 加仓
GWW WW GRAINGER INC $47.75万0.13%439 -19-4.1% -$2.07万 减仓
PNR PENTAIR PLC $48.08万0.13%5,520 1843.4% $1.60万 加仓
BNY BANK NEW YORK MELLON CORP $48.14万0.13%4,058 -748-15.6% -$8.87万 减仓
SSRM SSR MINING IN $48.20万0.13%16,409 2,47617.8% $7.27万 加仓
HUBB HUBBELL INC $48.44万0.13%987 14116.7% $6.92万 加仓
ECL ECOLAB INC $49.06万0.14%1,844 -71-3.7% -$1.89万 减仓
LW LAMB WESTON HLDGS INC $49.19万0.14%11,640 590.5% $2,493 加仓
B BARRICK MNG CORP $50.05万0.14%12,269 4,42656.4% $18.05万 加仓
NEE NEXTERA ENERGY INC $50.33万0.14%5,454 55911.4% $5.16万 加仓
CSMD PROFESIONALLY MANAGED PORTFO $50.51万0.14%16,447 -4,526-21.6% -$13.90万 减仓