Revisor Wealth Management LLC
AKRON OH · SEC CIK 0001887409
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| — | TEUCRIUM COMMODITY TR | $50.55万 | 0.14% | 21,447 | 2,616 | 13.9% | $6.17万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $50.63万 | 0.14% | 7,728 | 260 | 3.5% | $1.70万 | 加仓 |
| NUE | NUCOR CORP | $50.72万 | 0.14% | 3,011 | -295 | -8.9% | -$4.97万 | 减仓 |
| TFC | TRUIST FINL CORP | $51.99万 | 0.14% | 11,310 | -850 | -7.0% | -$3.91万 | 减仓 |
| NVS | NOVARTIS AG | $52.33万 | 0.14% | 3,426 | -1,031 | -23.1% | -$15.75万 | 减仓 |
| AFL | AFLAC INC | $53.51万 | 0.15% | 4,877 | 6 | 0.1% | $658 | 加仓 |
| ALB | ALBEMARLE CORP | $54.15万 | 0.15% | 3,041 | -2,457 | -44.7% | -$43.75万 | 减仓 |
| LIN | LINDE PLC | $54.51万 | 0.15% | 1,102 | -47 | -4.1% | -$2.32万 | 减仓 |
| INDA | ISHARES TR | $56.49万 | 0.16% | 12,060 | -410 | -3.3% | -$1.92万 | 减仓 |
| BUCK | SIMPLIFY EXCHANGE TRADED FUN | $57.26万 | 0.16% | 24,358 | -1,594 | -6.1% | -$3.75万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $58.93万 | 0.16% | 2,856 | 149 | 5.5% | $3.07万 | 加仓 |
| ISMD | NORTHERN LTS FD TR IV | $58.98万 | 0.16% | 14,716 | -705 | -4.6% | -$2.83万 | 减仓 |
| EMR | EMERSON ELEC CO | $59.83万 | 0.17% | 4,589 | -102 | -2.2% | -$1.33万 | 减仓 |
| DTD | WISDOMTREE TR | $60.13万 | 0.17% | 6,963 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $60.91万 | 0.17% | 3,158 | -2 | -0.1% | -$386 | 减仓 |
| TXN | TEXAS INSTRS INC | $61.10万 | 0.17% | 3,147 | -611 | -16.3% | -$11.86万 | 减仓 |
| — | NORTHERN LTS FD TR IV | $61.20万 | 0.17% | 13,771 | 8,027 | 139.7% | $35.68万 | 加仓 |
| GLD | SPDR GOLD TR | $61.96万 | 0.17% | 1,440 | 53 | 3.8% | $2.28万 | 加仓 |
| CAG | CONAGRA BRANDS INC | $62.25万 | 0.17% | 39,598 | 0 | 0.0% | — | 不变 |
| MOS | MOSAIC CO | $63.06万 | 0.17% | 24,729 | 3 | 0.0% | $77 | 加仓 |
| ORCL | ORACLE CORP | $63.34万 | 0.17% | 4,306 | 391 | 10.0% | $5.75万 | 加仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $64.13万 | 0.18% | 6,049 | -38 | -0.6% | -$4,029 | 减仓 |
| ARGT | GLOBAL X FDS | $64.33万 | 0.18% | 6,893 | 4,320 | 167.9% | $40.32万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $64.64万 | 0.18% | 3,516 | 768 | 27.9% | $14.12万 | 加仓 |
| ADI | ANALOG DEVICES INC | $64.68万 | 0.18% | 2,033 | -375 | -15.6% | -$11.93万 | 减仓 |
| GEV | GE VERNOVA INC | $65.81万 | 0.18% | 753 | 119 | 18.8% | $10.40万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $65.93万 | 0.18% | 6,701 | -759 | -10.2% | -$7.47万 | 减仓 |
| PTL | NORTHERN LTS FD TR IV | $66.03万 | 0.18% | 2,626 | 1,843 | 235.4% | $46.34万 | 加仓 |
| CSCO | CISCO SYS INC | $66.98万 | 0.18% | 8,632 | 157 | 1.9% | $1.22万 | 加仓 |
| DOV | DOVER CORP | $69.10万 | 0.19% | 3,328 | 556 | 20.1% | $11.55万 | 加仓 |
| PEP | PEPSICO INC | $70.05万 | 0.19% | 4,513 | -19 | -0.4% | -$2,949 | 减仓 |
| MA | MASTERCARD INCORPORATED | $71.66万 | 0.20% | 1,434 | 33 | 2.4% | $1.65万 | 加仓 |
| CLS | CELESTICA INC | $72.03万 | 0.20% | 2,557 | 671 | 35.6% | $18.90万 | 加仓 |
| IBD | NORTHERN LTS FD TR IV | $72.03万 | 0.20% | 30,077 | 30,077 | — | $72.03万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $72.19万 | 0.20% | 2,761 | -80 | -2.8% | -$2.09万 | 减仓 |
| ABBV | ABBVIE INC | $73.28万 | 0.20% | 3,374 | 281 | 9.1% | $6.10万 | 加仓 |
| LLY | ELI LILLY & CO | $73.51万 | 0.20% | 799 | -60 | -7.0% | -$5.52万 | 减仓 |
| EIX | EDISON INTL | $73.82万 | 0.20% | 10,088 | -418 | -4.0% | -$3.06万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $74.69万 | 0.21% | 19,221 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $77.24万 | 0.21% | 1,182 | -73 | -5.8% | -$4.77万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $79.68万 | 0.22% | 20,738 | 2,821 | 15.7% | $10.84万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $81.58万 | 0.23% | 3,434 | 206 | 6.4% | $4.89万 | 加仓 |
| CTAS | CINTAS CORP | $81.81万 | 0.23% | 4,819 | 1,278 | 36.1% | $21.70万 | 加仓 |
| ES | EVERSOURCE ENERGY | $82.86万 | 0.23% | 11,960 | -955 | -7.4% | -$6.62万 | 减仓 |
| COPX | GLOBAL X FDS | $83.45万 | 0.23% | 10,930 | 3,812 | 53.6% | $29.10万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $84.20万 | 0.23% | 4,029 | 437 | 12.2% | $9.13万 | 加仓 |
| CVX | CHEVRON CORPORATION | $84.42万 | 0.23% | 4,108 | -164 | -3.8% | -$3.37万 | 减仓 |
| BLK | BLACKROCK INC | $86.55万 | 0.24% | 900 | -5 | -0.6% | -$4,809 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $86.76万 | 0.24% | 11,781 | -79 | -0.7% | -$5,818 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $87.04万 | 0.24% | 3,777 | 27 | 0.7% | $6,222 | 加仓 |
| PFE | PFIZER INC | $87.13万 | 0.24% | 31,029 | 415 | 1.4% | $1.17万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $87.15万 | 0.24% | 3,595 | 113 | 3.2% | $2.74万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $87.20万 | 0.24% | 2,885 | 184 | 6.8% | $5.56万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $87.53万 | 0.24% | 37,518 | 5,640 | 17.7% | $13.16万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $88.96万 | 0.25% | 9,477 | 5,709 | 151.5% | $53.59万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $89.59万 | 0.25% | 7,739 | 67 | 0.9% | $7,757 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $90.46万 | 0.25% | 15,325 | -491 | -3.1% | -$2.90万 | 减仓 |
| MUNI | PIMCO ETF TR | $91.73万 | 0.25% | 17,577 | 0 | 0.0% | — | 不变 |
| COWZ | PACER FDS TR | $92.15万 | 0.25% | 14,730 | -419 | -2.8% | -$2.62万 | 减仓 |
| COP | CONOCOPHILLIPS | $92.62万 | 0.26% | 7,017 | -600 | -7.9% | -$7.92万 | 减仓 |
| LOW | LOWES COS INC | $94.15万 | 0.26% | 3,986 | 18 | 0.5% | $4,252 | 加仓 |
| PG | PROCTER & GAMBLE CO | $96.30万 | 0.27% | 6,654 | -88 | -1.3% | -$1.27万 | 减仓 |
| HFXI | NEW YORK LIFE INVESTMENTS ET | $98.83万 | 0.27% | 29,431 | -920 | -3.0% | -$3.09万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $99.35万 | 0.27% | 3,671 | 240 | 7.0% | $6.50万 | 加仓 |
| SGOV | ISHARES TR | $99.99万 | 0.28% | 9,934 | -222 | -2.2% | -$2.23万 | 减仓 |
| ICVT | ISHARES TR | $101.36万 | 0.28% | 9,957 | 3,500 | 54.2% | $35.63万 | 加仓 |
| BITB | BITWISE BITCOIN ETF TR | $103.00万 | 0.28% | 27,982 | 17,514 | 167.3% | $64.47万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $103.43万 | 0.29% | 20,605 | 664 | 3.3% | $3.33万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $103.64万 | 0.29% | 11,028 | 46 | 0.4% | $4,323 | 加仓 |
| GPC | GENUINE PARTS CO | $105.19万 | 0.29% | 9,873 | 196 | 2.0% | $2.09万 | 加仓 |
| QQQ | INVESCO QQQ TR | $110.12万 | 0.30% | 1,907 | -275 | -12.6% | -$15.88万 | 减仓 |
| VO | VANGUARD INDEX FDS | $110.31万 | 0.30% | 3,841 | -166 | -4.1% | -$4.77万 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SV | $110.47万 | 0.31% | 23,550 | 7,236 | 44.4% | $33.94万 | 加仓 |
| AMGN | AMGEN INC | $110.52万 | 0.31% | 3,141 | 34 | 1.1% | $1.20万 | 加仓 |
| CAT | CATERPILLAR INC | $110.67万 | 0.31% | 1,587 | -154 | -8.8% | -$10.74万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $113.47万 | 0.31% | 7,757 | 3,741 | 93.2% | $54.73万 | 加仓 |
| GE | GE AEROSPACE | $114.17万 | 0.32% | 4,017 | -9 | -0.2% | -$2,558 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $114.31万 | 0.32% | 3,779 | -56 | -1.5% | -$1.69万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $114.64万 | 0.32% | 4,713 | 114 | 2.5% | $2.77万 | 加仓 |
| AMAT | APPLIED MATLS INC | $115.31万 | 0.32% | 3,373 | -368 | -9.8% | -$12.58万 | 减仓 |
| AVGO | BROADCOM INC | $116.00万 | 0.32% | 3,748 | 304 | 8.8% | $9.41万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $116.88万 | 0.32% | 3,417 | 25 | 0.7% | $8,551 | 加仓 |
| AMT | AMERICAN TOWER CORP | $117.20万 | 0.32% | 6,791 | 227 | 3.5% | $3.92万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $117.39万 | 0.32% | 4,010 | 2,482 | 162.4% | $72.66万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $117.54万 | 0.32% | 3,094 | 96 | 3.2% | $3.65万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $118.13万 | 0.33% | 18,436 | 5,428 | 41.7% | $34.78万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $119.47万 | 0.33% | 23,946 | -3,288 | -12.1% | -$16.40万 | 减仓 |
| SBUX | STARBUCKS CORP | $120.30万 | 0.33% | 13,428 | 114 | 0.9% | $1.02万 | 加仓 |
| — | FLAHERTY & CRUMRINE DYNAMIC | $122.47万 | 0.34% | 61,021 | -1,055 | -1.7% | -$2.12万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $122.95万 | 0.34% | 2,815 | 310 | 12.4% | $13.54万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $123.75万 | 0.34% | 2,071 | -91 | -4.2% | -$5.44万 | 减仓 |
| LYG | LLOYDS BANKING GROUP PLC | $123.81万 | 0.34% | 246,146 | -6,250 | -2.5% | -$3.14万 | 减仓 |
| ETR | ENTERGY CORP NEW | $126.38万 | 0.35% | 11,247 | 28 | 0.2% | $3,146 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $127.57万 | 0.35% | 303 | 123 | 68.3% | $51.79万 | 加仓 |
| EELV | INVESCO EXCH TRADED FD TR II | $129.37万 | 0.36% | 46,071 | -2,836 | -5.8% | -$7.96万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $130.28万 | 0.36% | 5,997 | 468 | 8.5% | $10.17万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $130.40万 | 0.36% | 42,502 | -798 | -1.8% | -$2.45万 | 减仓 |
| JMIA | JUMIA TECHNOLOGIES AG | $131.34万 | 0.36% | 190,350 | 5,000 | 2.7% | $3.45万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $132.04万 | 0.36% | 4,545 | 36 | 0.8% | $1.05万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $132.49万 | 0.37% | 3,921 | 790 | 25.2% | $26.69万 | 加仓 |