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 |
|---|---|---|---|---|---|---|---|---|
| SCHZ | SCHWAB STRATEGIC TR | $1,851.16万 | 5.11% | 797,226 | 56,943 | 7.7% | $132.22万 | 加仓 |
| AAPL | APPLE INC | $1,332.18万 | 3.68% | 52,492 | -11,669 | -18.2% | -$296.15万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,105.45万 | 3.05% | 133,613 | -2,517 | -1.8% | -$20.82万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $958.19万 | 2.65% | 108,412 | -4,063 | -3.6% | -$35.91万 | 减仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $893.08万 | 2.47% | 119,524 | -15,857 | -11.7% | -$118.48万 | 减仓 |
| MSFT | MICROSOFT CORP | $884.59万 | 2.44% | 23,897 | 1,611 | 7.2% | $59.63万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $883.73万 | 2.44% | 188,388 | -11,772 | -5.9% | -$55.22万 | 减仓 |
| DVYE | ISHARES INC | $767.30万 | 2.12% | 224,720 | -16,433 | -6.8% | -$56.11万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $648.23万 | 1.79% | 215,571 | 53,995 | 33.4% | $162.36万 | 加仓 |
| AMZN | AMAZON COM INC | $585.47万 | 1.62% | 28,111 | 4,660 | 19.9% | $97.05万 | 加仓 |
| MCD | MCDONALDS CORP | $551.19万 | 1.52% | 17,735 | -35 | -0.2% | -$1.09万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $513.63万 | 1.42% | 29,450 | 5,424 | 22.6% | $94.60万 | 加仓 |
| CRM | SALESFORCE INC | $478.46万 | 1.32% | 25,631 | 22 | 0.1% | $4,107 | 加仓 |
| TSLA | TESLA INC | $439.43万 | 1.21% | 11,821 | 1,047 | 9.7% | $38.92万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $433.52万 | 1.20% | 27,397 | 34 | 0.1% | $5,380 | 加仓 |
| GOOG | ALPHABET INC | $375.68万 | 1.04% | 13,096 | -1,809 | -12.1% | -$51.89万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $330.33万 | 0.91% | 11,229 | -161 | -1.4% | -$4.74万 | 减仓 |
| — | EXXON MOBIL CORP | $327.41万 | 0.90% | 19,330 | -713 | -3.6% | -$12.08万 | 减仓 |
| BIL | SPDR SERIES TRUST | $320.24万 | 0.88% | 34,946 | -11,772 | -25.2% | -$107.88万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $316.83万 | 0.88% | 108,766 | 1,898 | 1.8% | $5.53万 | 加仓 |
| META | META PLATFORMS INC | $302.15万 | 0.83% | 5,282 | 376 | 7.7% | $21.51万 | 加仓 |
| GOOGL | ALPHABET INC | $298.28万 | 0.82% | 10,373 | -562 | -5.1% | -$16.16万 | 减仓 |
| BIBL | NORTHERN LTS FD TR IV | $294.55万 | 0.81% | 62,205 | -2,193 | -3.4% | -$10.38万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $283.43万 | 0.78% | 114,518 | -2,067 | -1.8% | -$5.12万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $268.84万 | 0.74% | 101,024 | -19,452 | -16.1% | -$51.76万 | 减仓 |
| IAGG | ISHARES TR | $267.80万 | 0.74% | 53,517 | -239 | -0.4% | -$1.20万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $267.48万 | 0.74% | 16,105 | -25 | -0.2% | -$4,152 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $266.78万 | 0.74% | 8,319 | -18 | -0.2% | -$5,772 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $257.21万 | 0.71% | 5,368 | -135 | -2.5% | -$6.47万 | 减仓 |
| SLV | ISHARES SILVER TR | $250.58万 | 0.69% | 36,775 | 1,432 | 4.1% | $9.76万 | 加仓 |
| WFC | WELLS FARGO & CO | $240.35万 | 0.66% | 30,192 | -2,344 | -7.2% | -$18.66万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $229.97万 | 0.64% | 10,693 | -139 | -1.3% | -$2.99万 | 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 |
| BIV | VANGUARD BD INDEX FDS | $224.67万 | 0.62% | 29,138 | -1,165 | -3.8% | -$8.98万 | 减仓 |
| ENB | ENBRIDGE INC | $214.57万 | 0.59% | 39,633 | -70 | -0.2% | -$3,790 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $211.32万 | 0.58% | 41,754 | -481 | -1.1% | -$2.43万 | 减仓 |
| IGIB | ISHARES TR | $210.78万 | 0.58% | 39,605 | -13,092 | -24.8% | -$69.68万 | 减仓 |
| MGV | VANGUARD WORLD FD | $204.56万 | 0.56% | 14,113 | 899 | 6.8% | $13.03万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $204.46万 | 0.56% | 7,430 | -124 | -1.6% | -$3.41万 | 减仓 |
| RDDT | REDDIT INC | $193.90万 | 0.54% | 14,400 | -100 | -0.7% | -$1.35万 | 减仓 |
| MDT | MEDTRONIC PLC | $192.31万 | 0.53% | 22,090 | 151 | 0.7% | $1.31万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $188.27万 | 0.52% | 34,833 | 5,232 | 17.7% | $28.28万 | 加仓 |
| KO | COCA COLA CO | $183.35万 | 0.51% | 24,019 | -2,343 | -8.9% | -$17.89万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $177.73万 | 0.49% | 11,285 | 118 | 1.1% | $1.86万 | 加仓 |
| GSK | GSK PLC | $172.36万 | 0.48% | 31,080 | -3,186 | -9.3% | -$17.67万 | 减仓 |
| VB | VANGUARD INDEX FDS | $166.79万 | 0.46% | 6,368 | 524 | 9.0% | $13.72万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $163.58万 | 0.45% | 5,099 | -311 | -5.7% | -$9.98万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $161.89万 | 0.45% | 4,783 | -143 | -2.9% | -$4.84万 | 减仓 |
| WMT | WALMART INC | $160.12万 | 0.44% | 12,929 | -455 | -3.4% | -$5.63万 | 减仓 |
| V | VISA INC | $156.42万 | 0.43% | 5,175 | 705 | 15.8% | $21.31万 | 加仓 |
| LAC | LITHIUM AMERS CORP NEW | $155.45万 | 0.43% | 393,552 | 27,134 | 7.4% | $10.72万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $152.56万 | 0.42% | 53,137 | -143 | -0.3% | -$4,106 | 减仓 |
| BOXX | EA SERIES TRUST | $143.66万 | 0.40% | 12,354 | -139 | -1.1% | -$1.62万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $143.16万 | 0.40% | 10,933 | -51 | -0.5% | -$6,678 | 减仓 |
| LAMR | LAMAR ADVERTISING CO | $143.13万 | 0.40% | 11,300 | -212 | -1.8% | -$2.69万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $140.23万 | 0.39% | 54,692 | 377 | 0.7% | $9,666 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $138.31万 | 0.38% | 27,411 | 7,379 | 36.8% | $37.23万 | 加仓 |
| EWZ | ISHARES INC | $137.97万 | 0.38% | 35,939 | 949 | 2.7% | $3.64万 | 加仓 |
| SYY | SYSCO CORP | $136.26万 | 0.38% | 19,097 | 55 | 0.3% | $3,924 | 加仓 |
| OMC | OMNICOM GROUP INC | $135.67万 | 0.37% | 17,918 | -1,376 | -7.1% | -$10.42万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $132.49万 | 0.37% | 3,921 | 790 | 25.2% | $26.69万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $132.04万 | 0.36% | 4,545 | 36 | 0.8% | $1.05万 | 加仓 |
| JMIA | JUMIA TECHNOLOGIES AG | $131.34万 | 0.36% | 190,350 | 5,000 | 2.7% | $3.45万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $130.40万 | 0.36% | 42,502 | -798 | -1.8% | -$2.45万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $130.28万 | 0.36% | 5,997 | 468 | 8.5% | $10.17万 | 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 |
| BKNG | BOOKING HOLDINGS INC | $127.57万 | 0.35% | 303 | 123 | 68.3% | $51.79万 | 加仓 |
| ETR | ENTERGY CORP NEW | $126.38万 | 0.35% | 11,247 | 28 | 0.2% | $3,146 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC | $123.81万 | 0.34% | 246,146 | -6,250 | -2.5% | -$3.14万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $123.75万 | 0.34% | 2,071 | -91 | -4.2% | -$5.44万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $122.95万 | 0.34% | 2,815 | 310 | 12.4% | $13.54万 | 加仓 |
| — | FLAHERTY & CRUMRINE DYNAMIC | $122.47万 | 0.34% | 61,021 | -1,055 | -1.7% | -$2.12万 | 减仓 |
| SBUX | STARBUCKS CORP | $120.30万 | 0.33% | 13,428 | 114 | 0.9% | $1.02万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $119.47万 | 0.33% | 23,946 | -3,288 | -12.1% | -$16.40万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $118.13万 | 0.33% | 18,436 | 5,428 | 41.7% | $34.78万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $117.54万 | 0.32% | 3,094 | 96 | 3.2% | $3.65万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $117.39万 | 0.32% | 4,010 | 2,482 | 162.4% | $72.66万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $117.20万 | 0.32% | 6,791 | 227 | 3.5% | $3.92万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $116.88万 | 0.32% | 3,417 | 25 | 0.7% | $8,551 | 加仓 |
| AVGO | BROADCOM INC | $116.00万 | 0.32% | 3,748 | 304 | 8.8% | $9.41万 | 加仓 |
| AMAT | APPLIED MATLS INC | $115.31万 | 0.32% | 3,373 | -368 | -9.8% | -$12.58万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $114.64万 | 0.32% | 4,713 | 114 | 2.5% | $2.77万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $114.31万 | 0.32% | 3,779 | -56 | -1.5% | -$1.69万 | 减仓 |
| GE | GE AEROSPACE | $114.17万 | 0.32% | 4,017 | -9 | -0.2% | -$2,558 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $113.47万 | 0.31% | 7,757 | 3,741 | 93.2% | $54.73万 | 加仓 |
| CAT | CATERPILLAR INC | $110.67万 | 0.31% | 1,587 | -154 | -8.8% | -$10.74万 | 减仓 |
| AMGN | AMGEN INC | $110.52万 | 0.31% | 3,141 | 34 | 1.1% | $1.20万 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV | $110.47万 | 0.31% | 23,550 | 7,236 | 44.4% | $33.94万 | 加仓 |
| VO | VANGUARD INDEX FDS | $110.31万 | 0.30% | 3,841 | -166 | -4.1% | -$4.77万 | 减仓 |
| QQQ | INVESCO QQQ TR | $110.12万 | 0.30% | 1,907 | -275 | -12.6% | -$15.88万 | 减仓 |
| GPC | GENUINE PARTS CO | $105.19万 | 0.29% | 9,873 | 196 | 2.0% | $2.09万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $103.64万 | 0.29% | 11,028 | 46 | 0.4% | $4,323 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $103.43万 | 0.29% | 20,605 | 664 | 3.3% | $3.33万 | 加仓 |
| BITB | BITWISE BITCOIN ETF TR | $103.00万 | 0.28% | 27,982 | 17,514 | 167.3% | $64.47万 | 加仓 |
| ICVT | ISHARES TR | $101.36万 | 0.28% | 9,957 | 3,500 | 54.2% | $35.63万 | 加仓 |
| SGOV | ISHARES TR | $99.99万 | 0.28% | 9,934 | -222 | -2.2% | -$2.23万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $99.35万 | 0.27% | 3,671 | 240 | 7.0% | $6.50万 | 加仓 |
| HFXI | NEW YORK LIFE INVESTMENTS ET | $98.83万 | 0.27% | 29,431 | -920 | -3.0% | -$3.09万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $96.30万 | 0.27% | 6,654 | -88 | -1.3% | -$1.27万 | 减仓 |
| LOW | LOWES COS INC | $94.15万 | 0.26% | 3,986 | 18 | 0.5% | $4,252 | 加仓 |