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
AOS SMITH A O CORP $40.41万0.11%6,130 -417-6.4% -$2.75万 减仓
— NORTHERN LTS FD TR IV $40.28万0.11%14,006 14,006— $40.28万 新建仓
O REALTY INCOME CORP $40.18万0.11%6,540 -255-3.8% -$1.57万 减仓
MRK MERCK & CO INC $40.14万0.11%3,319 581.8% $7,015 加仓
SDY SPDR SERIES TRUST $39.98万0.11%2,740 00.0% — 不变
IMCG ISHARES TR $39.91万0.11%5,067 60613.6% $4.77万 加仓
NOC NORTHROP GRUMMAN CORP $39.86万0.11%584 -3-0.5% -$2,048 减仓
DIA STATE STR SPDR DOW JONES IND $39.71万0.11%856 -50-5.5% -$2.32万 减仓
SPGI S&P GLOBAL INC $39.36万0.11%920 698.1% $2.95万 加仓
PZA INVESCO EXCH TRADED FD TR II $38.91万0.11%16,932 00.0% — 不变
NDSN NORDSON CORP $38.61万0.11%1,459 -1,086-42.7% -$28.74万 减仓
AGGH SIMPLIFY EXCHANGE TRADED FUN $38.60万0.11%18,968 660.3% $1,343 加仓
ANRO ALTO NEUROSCIENCE INC $38.51万0.11%17,130 17,130— $38.51万 新建仓
PGR PROGRESSIVE CORP $37.71万0.10%1,902 00.0% — 不变
EXPD EXPEDITORS INTL WASH INC $37.66万0.10%2,645 -83-3.0% -$1.18万 减仓
CHRW C H ROBINSON WORLDWIDE IN $37.38万0.10%2,291 -305-11.7% -$4.98万 减仓
BRO BROWN & BROWN INC $37.08万0.10%5,528 76416.0% $5.13万 加仓
NEM NEWMONT CORP $36.87万0.10%3,406 1,34064.9% $14.51万 加仓
MMM 3M CO $36.22万0.10%2,495 -16-0.6% -$2,323 减仓
MTBA SIMPLIFY EXCHANGE TRADED FUN $36.18万0.10%7,316 1,47025.1% $7.27万 加仓
LITE LUMENTUM HLDGS INC $36.06万0.10%513 513— $36.06万 新建仓
REMX VANECK ETF TRUST $35.91万0.10%4,080 4,080— $35.91万 新建仓
SMIZ ZACKS TRUST $35.74万0.10%9,641 9,641— $35.74万 新建仓
SNY SANOFI SA $34.75万0.10%7,213 1422.0% $6,842 加仓
SJM SMUCKER J M CO $34.44万0.10%3,556 -895-20.1% -$8.67万 减仓
PEY INVESCO EXCHANGE TRADED FD T $34.18万0.09%15,960 00.0% — 不变
ESS ESSEX PPTY TR INC $34.12万0.09%1,384 755.7% $1.85万 加仓
RSG REPUBLIC SVCS INC $34.00万0.09%1,552 -26-1.6% -$5,696 减仓
STRL STERLING INFRASTRUCTURE INC $33.97万0.09%834 18728.9% $7.62万 加仓
CL COLGATE PALMOLIVE CO $33.93万0.09%3,969 -211-5.0% -$1.80万 减仓
AMRZ AMRIZE LTD $33.79万0.09%6,032 6,032— $33.79万 新建仓
CHD CHURCH & DWIGHT CO INC $33.69万0.09%3,590 -334-8.5% -$3.13万 减仓
AON AON PLC $33.44万0.09%1,036 1,036— $33.44万 新建仓
DIS DISNEY WALT CO $33.26万0.09%3,452 -69-2.0% -$6,649 减仓
UBER UBER TECHNOLOGIES INC $32.99万0.09%4,587 1533.5% $1.10万 加仓
KMX CARMAX INC $32.61万0.09%7,843 6348.8% $2.64万 加仓
RSP INVESCO EXCHANGE TRADED FD T $32.60万0.09%1,699 1,699— $32.60万 新建仓
ROP ROPER TECHNOLOGIES INC $32.51万0.09%903 14819.6% $5.33万 加仓
IOO ISHARES TR $32.35万0.09%2,674 00.0% — 不变
DOC HEALTHPEAK PROPERTIES INC $32.28万0.09%19,644 7453.9% $1.22万 加仓
PVAL PUTNAM ETF TRUST $32.20万0.09%6,939 -369-5.0% -$1.71万 减仓
WST WEST PHARMACEUTICAL SVSC INC $31.84万0.09%1,274 20519.2% $5.12万 加仓
ECHO ECHOSTAR CORP $31.69万0.09%2,707 612.3% $7,140 加仓
TGT TARGET CORP $31.66万0.09%2,626 -193-6.8% -$2.33万 减仓
KVUE KENVUE INC $31.34万0.09%18,176 2,40715.3% $4.15万 加仓
AMCR AMCOR PLC $31.19万0.09%8,671 8,671— $31.19万 新建仓
VV VANGUARD INDEX FDS $30.78万0.09%1,030 00.0% — 不变
SCHO SCHWAB STRATEGIC TR $30.42万0.08%12,533 -910-6.8% -$2.21万 减仓
USMV ISHARES TR $30.36万0.08%3,273 00.0% — 不变
JSI JANUS DETROIT STR TR $30.14万0.08%5,832 5239.9% $2.70万 加仓
VOOG VANGUARD ADMIRAL FDS INC $30.11万0.08%738 00.0% — 不变
FMAO FARMERS & MERCHANTS BANCORP $29.80万0.08%11,607 00.0% — 不变
— ZACKS TRUST $29.45万0.08%10,922 10,922— $29.45万 新建仓
VYM VANGUARD WHITEHALL FDS $29.39万0.08%1,985 00.0% — 不变
GRID FIRST TR EXCHANGE-TRADED FD $29.26万0.08%1,788 1408.5% $2.29万 加仓
ATI ATI INC $28.92万0.08%1,988 -60-2.9% -$8,728 减仓
BEN FRANKLIN RESOURCES INC $28.85万0.08%12,137 -1,095-8.3% -$2.60万 减仓
NET CLOUDFLARE INC $28.69万0.08%1,390 534.0% $1.09万 加仓
VISN VISTANCE NETWORKS INC $28.37万0.08%15,588 -5,441-25.9% -$9.90万 减仓
PPG PPG INDS INC $28.21万0.08%2,639 -2,222-45.7% -$23.75万 减仓
UNFI UNITED NAT FOODS INC $27.88万0.08%6,188 2784.7% $1.25万 加仓
FAST FASTENAL CO $27.87万0.08%6,007 -290-4.6% -$1.35万 减仓
VCRB VANGUARD MALVERN FDS $27.76万0.08%3,588 -14-0.4% -$1,083 减仓
NOW SERVICENOW INC $27.56万0.08%2,636 27311.6% $2.85万 加仓
DHS WISDOMTREE TR $27.25万0.08%2,495 00.0% — 不变
— NORTHERN LTS FD TR IV $26.99万0.07%7,264 7,264— $26.99万 新建仓
QUAL ISHARES TR $26.96万0.07%1,405 -68-4.6% -$1.30万 减仓
FN FABRINET $26.68万0.07%512 512— $26.68万 新建仓
WLDN WILLDAN GROUP INC $26.54万0.07%3,466 1,70696.9% $13.06万 加仓
GRNY TIDAL TRUST I $26.46万0.07%11,086 -890-7.4% -$2.12万 减仓
MRSH MARSH & MCLENNAN COS INC $26.42万0.07%1,523 -29-1.9% -$5,030 减仓
HRL HORMEL FOODS CORP $26.21万0.07%11,477 1,14911.1% $2.62万 加仓
FDS FACTSET RESH SYS INC $26.06万0.07%1,201 41753.2% $9.05万 加仓
IQV IQVIA HLDGS INC $25.99万0.07%1,524 382.6% $6,481 加仓
LUMN LUMEN TECHNOLOGIES INC $25.99万0.07%37,395 2,1186.0% $1.47万 加仓
XLV SELECT SECTOR SPDR TR $25.89万0.07%1,766 24215.9% $3.55万 加仓
KMB KIMBERLY-CLARK CORP $25.80万0.07%2,605 2169.0% $2.14万 加仓
OKTA OKTA INC $25.77万0.07%3,274 -773-19.1% -$6.08万 减仓
DE DEERE & CO $25.40万0.07%450 00.0% — 不变
ERIE ERIE INDTY CO $25.35万0.07%1,009 19423.8% $4.87万 加仓
COWG PACER FDS TR $24.99万0.07%7,406 4386.3% $1.48万 加仓
TROW PRICE T ROWE GROUP INC $24.98万0.07%2,770 2218.7% $1.99万 加仓
SCHA SCHWAB STRATEGIC TR $24.82万0.07%8,534 00.0% — 不变
ACN ACCENTURE PLC IRELAND $24.71万0.07%1,246 1,246— $24.71万 新建仓
INCY INCYTE CORP $24.71万0.07%2,625 2209.1% $2.07万 加仓
— BITWISE 10 CRYPTO INDEX ETF $24.69万0.07%5,536 711.3% $3,167 加仓
PL PLANET LABS PBC $24.34万0.07%8,710 8,710— $24.34万 新建仓
IJR ISHARES TR $24.32万0.07%1,956 00.0% — 不变
LMT LOCKHEED MARTIN CORP $24.18万0.07%400 -68-14.5% -$4.11万 减仓
LDOS LEIDOS HOLDINGS INC $24.07万0.07%1,548 20.1% $311 加仓
PFM INVESCO EXCHANGE TRADED FD T $23.83万0.07%4,664 00.0% — 不变
PARR PAR PAC HOLDINGS INC $23.65万0.07%3,776 -2,170-36.5% -$13.59万 减仓
TWLO TWILIO INC $23.60万0.07%1,875 19611.7% $2.47万 加仓
QCOM QUALCOMM INC $23.55万0.07%1,829 -13-0.7% -$1,674 减仓
TIGO MILLICOM INTL CELLULAR S A $23.52万0.06%3,138 3,138— $23.52万 新建仓
CLX CLOROX CO DEL $23.36万0.06%2,225 -85-3.7% -$8,926 减仓
JD JD.COM INC $23.34万0.06%7,894 00.0% — 不变
— ISHARES ETHEREUM TR $23.03万0.06%14,547 14,547— $23.03万 新建仓
SHYD VANECK ETF TRUST $23.00万0.06%10,151 00.0% — 不变
BF/B BROWN FORMAN CORP $22.39万0.06%8,346 -138-1.6% -$3,702 减仓