Ridgeline Wealth, LLC
MESA AZ · SEC CIK 0001934226
$1.40亿2026Q1 申报市值
52持仓数
73.8%前十大占比 · 第一大 25.0%
2 / 2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
JBBB 加仓+$204.41万
DFUS 加仓+$63.05万
AVLC 加仓+$42.15万
VRT 新建仓+$23.43万
WMT 新建仓+$20.26万
2026Q1 卖出最多 按季末市值估算
SPYM 减仓-$393.63万
ESGU 减仓-$104.92万
EFV 减仓-$103.72万
IYW 减仓-$49.18万
EFG 清仓-$25.46万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EFG | ISHARES TR | $0 | 0.00% | 0 | -2,235 | -100.0% | -$25.46万 | 清仓 |
| ICSH | ISHARES TR | $0 | 0.00% | 0 | -3,990 | -100.0% | -$20.18万 | 清仓 |
| WMT | WALMART INC | $20.26万 | 0.15% | 1,631 | 1,631 | — | $20.26万 | 新建仓 |
| ETN | EATON CORP PLC | $20.83万 | 0.15% | 583 | 23 | 4.1% | $8,219 | 重新持有 |
| TFI | SPDR SERIES TRUST | $21.44万 | 0.15% | 4,729 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $21.95万 | 0.16% | 2,367 | -396 | -14.3% | -$3.67万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $23.08万 | 0.17% | 1,761 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $23.43万 | 0.17% | 935 | 935 | — | $23.43万 | 新建仓 |
| IVV | ISHARES TR | $23.68万 | 0.17% | 363 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $24.19万 | 0.17% | 990 | 0 | 0.0% | — | 不变 |
| EMGF | ISHARES INC | $24.35万 | 0.17% | 4,030 | -58 | -1.4% | -$3,505 | 减仓 |
| AMZN | AMAZON COM INC | $25.61万 | 0.18% | 1,230 | 6 | 0.5% | $1,249 | 加仓 |
| IVLU | ISHARES TR | $25.65万 | 0.18% | 6,465 | -626 | -8.8% | -$2.48万 | 减仓 |
| IFRA | ISHARES TR | $25.89万 | 0.19% | 4,526 | -198 | -4.2% | -$1.13万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $28.05万 | 0.20% | 1,295 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $28.59万 | 0.20% | 772 | 28 | 3.8% | $1.04万 | 加仓 |
| SO | SOUTHERN CO | $28.69万 | 0.21% | 2,972 | -30 | -1.0% | -$2,896 | 减仓 |
| SUSL | ISHARES TR | $29.06万 | 0.21% | 2,558 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $33.00万 | 0.24% | 378 | -25 | -6.2% | -$2.18万 | 减仓 |
| SGOV | ISHARES TR | $37.00万 | 0.27% | 3,676 | -250 | -6.4% | -$2.52万 | 减仓 |
| GOOGL | ALPHABET INC | $39.76万 | 0.28% | 1,383 | -37 | -2.6% | -$1.06万 | 减仓 |
| IWB | ISHARES TR | $41.49万 | 0.30% | 1,163 | -4 | -0.3% | -$1,427 | 减仓 |
| SPTM | SPDR SERIES TRUST | $41.68万 | 0.30% | 5,272 | -242 | -4.4% | -$1.91万 | 减仓 |
| IUSB | ISHARES TR | $46.24万 | 0.33% | 10,010 | -4 | -0.0% | -$185 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $48.50万 | 0.35% | 20,888 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $52.84万 | 0.38% | 2,082 | 0 | 0.0% | — | 不变 |
| IGM | ISHARES TR | $58.50万 | 0.42% | 4,936 | -1,005 | -16.9% | -$11.91万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $60.18万 | 0.43% | 7,468 | -2 | -0.0% | -$161 | 减仓 |
| — | AMERICAN CENTY ETF TR | $64.65万 | 0.46% | 8,338 | -53 | -0.6% | -$4,110 | 减仓 |
| TPIF | TIMOTHY PLAN | $72.80万 | 0.52% | 20,201 | -1,739 | -7.9% | -$6.27万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $77.77万 | 0.56% | 22,508 | -108 | -0.5% | -$3,731 | 减仓 |
| — | NORTHERN LTS FD TR IV | $86.99万 | 0.62% | 19,613 | -1,148 | -5.5% | -$5.09万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $92.02万 | 0.66% | 10,846 | -1,155 | -9.6% | -$9.80万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $107.64万 | 0.77% | 3,355 | 1 | 0.0% | $321 | 加仓 |
| IYW | ISHARES TR | $120.27万 | 0.86% | 6,629 | -2,711 | -29.0% | -$49.18万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $147.14万 | 1.05% | 55,358 | 3,005 | 5.7% | $7.99万 | 加仓 |
| IEV | ISHARES TR | $156.53万 | 1.12% | 23,039 | -184 | -0.8% | -$1.25万 | 减仓 |
| EFV | ISHARES TR | $198.75万 | 1.42% | 26,732 | -13,951 | -34.3% | -$103.72万 | 减仓 |
| PULS | PGIM ETF TR | $213.36万 | 1.53% | 43,103 | -678 | -1.5% | -$3.36万 | 减仓 |
| AVGE | AMERICAN CENTY ETF TR | $245.92万 | 1.76% | 27,940 | 61 | 0.2% | $5,369 | 加仓 |
| ESGU | ISHARES TR | $259.73万 | 1.86% | 18,366 | -7,419 | -28.8% | -$104.92万 | 减仓 |
| JBBB | JANUS DETROIT STR TR | $274.16万 | 1.96% | 58,827 | 43,859 | 293.0% | $204.41万 | 加仓 |
| QUAL | ISHARES TR | $288.22万 | 2.06% | 15,027 | -542 | -3.5% | -$10.40万 | 减仓 |
| AVXC | AMERICAN CENTY ETF TR | $395.26万 | 2.83% | 58,444 | -1,185 | -2.0% | -$8.01万 | 减仓 |
| OEF | ISHARES TR | $449.66万 | 3.22% | 14,137 | 0 | 0.0% | — | 不变 |
| AVSC | AMERICAN CENTY ETF TR | $451.33万 | 3.23% | 72,445 | 2,259 | 3.2% | $14.07万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $604.73万 | 4.33% | 120,058 | 855 | 0.7% | $4.31万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $625.57万 | 4.48% | 56,267 | 1,055 | 1.9% | $11.73万 | 加仓 |
| — | AMERICAN CENTY ETF TR | $657.44万 | 4.71% | 83,825 | -662 | -0.8% | -$5.19万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $711.41万 | 5.10% | 100,326 | 8,892 | 9.7% | $63.05万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $911.57万 | 6.53% | 113,084 | 1,038 | 0.9% | $8.37万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $1,147.34万 | 8.22% | 149,900 | -51,428 | -25.5% | -$393.63万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $1,259.37万 | 9.02% | 354,452 | 5,600 | 1.6% | $19.90万 | 加仓 |
| AVLC | AMERICAN CENTY ETF TR | $3,486.79万 | 24.98% | 449,618 | 5,435 | 1.2% | $42.15万 | 加仓 |