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 |
|---|---|---|---|---|---|---|---|---|
| OMC | OMNICOM GROUP INC | $135.67万 | 0.37% | 17,918 | -1,376 | -7.1% | -$10.42万 | 减仓 |
| SYY | SYSCO CORP | $136.26万 | 0.38% | 19,097 | 55 | 0.3% | $3,924 | 加仓 |
| EWZ | ISHARES INC | $137.97万 | 0.38% | 35,939 | 949 | 2.7% | $3.64万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $138.31万 | 0.38% | 27,411 | 7,379 | 36.8% | $37.23万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $140.23万 | 0.39% | 54,692 | 377 | 0.7% | $9,666 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $143.13万 | 0.40% | 11,300 | -212 | -1.8% | -$2.69万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $143.16万 | 0.40% | 10,933 | -51 | -0.5% | -$6,678 | 减仓 |
| BOXX | EA SERIES TRUST | $143.66万 | 0.40% | 12,354 | -139 | -1.1% | -$1.62万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $152.56万 | 0.42% | 53,137 | -143 | -0.3% | -$4,106 | 减仓 |
| LAC | LITHIUM AMERS CORP NEW | $155.45万 | 0.43% | 393,552 | 27,134 | 7.4% | $10.72万 | 加仓 |
| V | VISA INC | $156.42万 | 0.43% | 5,175 | 705 | 15.8% | $21.31万 | 加仓 |
| WMT | WALMART INC | $160.12万 | 0.44% | 12,929 | -455 | -3.4% | -$5.63万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $161.89万 | 0.45% | 4,783 | -143 | -2.9% | -$4.84万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $163.58万 | 0.45% | 5,099 | -311 | -5.7% | -$9.98万 | 减仓 |
| VB | VANGUARD INDEX FDS | $166.79万 | 0.46% | 6,368 | 524 | 9.0% | $13.72万 | 加仓 |
| GSK | GSK PLC | $172.36万 | 0.48% | 31,080 | -3,186 | -9.3% | -$17.67万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $177.73万 | 0.49% | 11,285 | 118 | 1.1% | $1.86万 | 加仓 |
| KO | COCA COLA CO | $183.35万 | 0.51% | 24,019 | -2,343 | -8.9% | -$17.89万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $188.27万 | 0.52% | 34,833 | 5,232 | 17.7% | $28.28万 | 加仓 |
| MDT | MEDTRONIC PLC | $192.31万 | 0.53% | 22,090 | 151 | 0.7% | $1.31万 | 加仓 |
| RDDT | REDDIT INC | $193.90万 | 0.54% | 14,400 | -100 | -0.7% | -$1.35万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $204.46万 | 0.56% | 7,430 | -124 | -1.6% | -$3.41万 | 减仓 |
| MGV | VANGUARD WORLD FD | $204.56万 | 0.56% | 14,113 | 899 | 6.8% | $13.03万 | 加仓 |
| IGIB | ISHARES TR | $210.78万 | 0.58% | 39,605 | -13,092 | -24.8% | -$69.68万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $211.32万 | 0.58% | 41,754 | -481 | -1.1% | -$2.43万 | 减仓 |
| ENB | ENBRIDGE INC | $214.57万 | 0.59% | 39,633 | -70 | -0.2% | -$3,790 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $224.67万 | 0.62% | 29,138 | -1,165 | -3.8% | -$8.98万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $227.15万 | 0.63% | 3,486 | -184 | -5.0% | -$11.99万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $229.97万 | 0.64% | 10,693 | -139 | -1.3% | -$2.99万 | 减仓 |
| WFC | WELLS FARGO & CO | $240.35万 | 0.66% | 30,192 | -2,344 | -7.2% | -$18.66万 | 减仓 |
| SLV | ISHARES SILVER TR | $250.58万 | 0.69% | 36,775 | 1,432 | 4.1% | $9.76万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $257.21万 | 0.71% | 5,368 | -135 | -2.5% | -$6.47万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $266.78万 | 0.74% | 8,319 | -18 | -0.2% | -$5,772 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $267.48万 | 0.74% | 16,105 | -25 | -0.2% | -$4,152 | 减仓 |
| IAGG | ISHARES TR | $267.80万 | 0.74% | 53,517 | -239 | -0.4% | -$1.20万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $268.84万 | 0.74% | 101,024 | -19,452 | -16.1% | -$51.76万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $283.43万 | 0.78% | 114,518 | -2,067 | -1.8% | -$5.12万 | 减仓 |
| BIBL | NORTHERN LTS FD TR IV | $294.55万 | 0.81% | 62,205 | -2,193 | -3.4% | -$10.38万 | 减仓 |
| GOOGL | ALPHABET INC | $298.28万 | 0.82% | 10,373 | -562 | -5.1% | -$16.16万 | 减仓 |
| META | META PLATFORMS INC | $302.15万 | 0.83% | 5,282 | 376 | 7.7% | $21.51万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $316.83万 | 0.88% | 108,766 | 1,898 | 1.8% | $5.53万 | 加仓 |
| BIL | SPDR SERIES TRUST | $320.24万 | 0.88% | 34,946 | -11,772 | -25.2% | -$107.88万 | 减仓 |
| — | EXXON MOBIL CORP | $327.41万 | 0.90% | 19,330 | -713 | -3.6% | -$12.08万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $330.33万 | 0.91% | 11,229 | -161 | -1.4% | -$4.74万 | 减仓 |
| GOOG | ALPHABET INC | $375.68万 | 1.04% | 13,096 | -1,809 | -12.1% | -$51.89万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $433.52万 | 1.20% | 27,397 | 34 | 0.1% | $5,380 | 加仓 |
| TSLA | TESLA INC | $439.43万 | 1.21% | 11,821 | 1,047 | 9.7% | $38.92万 | 加仓 |
| CRM | SALESFORCE INC | $478.46万 | 1.32% | 25,631 | 22 | 0.1% | $4,107 | 加仓 |
| NVDA | NVIDIA CORPORATION | $513.63万 | 1.42% | 29,450 | 5,424 | 22.6% | $94.60万 | 加仓 |
| MCD | MCDONALDS CORP | $551.19万 | 1.52% | 17,735 | -35 | -0.2% | -$1.09万 | 减仓 |
| AMZN | AMAZON COM INC | $585.47万 | 1.62% | 28,111 | 4,660 | 19.9% | $97.05万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $648.23万 | 1.79% | 215,571 | 53,995 | 33.4% | $162.36万 | 加仓 |
| DVYE | ISHARES INC | $767.30万 | 2.12% | 224,720 | -16,433 | -6.8% | -$56.11万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $883.73万 | 2.44% | 188,388 | -11,772 | -5.9% | -$55.22万 | 减仓 |
| MSFT | MICROSOFT CORP | $884.59万 | 2.44% | 23,897 | 1,611 | 7.2% | $59.63万 | 加仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $893.08万 | 2.47% | 119,524 | -15,857 | -11.7% | -$118.48万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $958.19万 | 2.65% | 108,412 | -4,063 | -3.6% | -$35.91万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,105.45万 | 3.05% | 133,613 | -2,517 | -1.8% | -$20.82万 | 减仓 |
| AAPL | APPLE INC | $1,332.18万 | 3.68% | 52,492 | -11,669 | -18.2% | -$296.15万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $1,851.16万 | 5.11% | 797,226 | 56,943 | 7.7% | $132.22万 | 加仓 |