RF&L WEALTH MANAGEMENT, LLC
ACTON MA · SEC CIK 0001965915
$1.34亿2026Q1 申报市值
52持仓数
64.8%前十大占比 · 第一大 13.6%
0 / 10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
BSV 加仓+$39.19万
ITOT 加仓+$16.92万
BSVO 加仓+$12.34万
VOO 加仓+$6.04万
DISV 加仓+$4.83万
2026Q1 卖出最多 按季末市值估算
AAPL 减仓-$590.97万
META 清仓-$553.49万
AMZN 减仓-$498.22万
MSFT 减仓-$343.19万
WMT 清仓-$328.76万
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 |
|---|---|---|---|---|---|---|---|---|
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -8,385 | -100.0% | -$553.49万 | 清仓 |
| WMT | WALMART INC | $0 | 0.00% | 0 | -29,509 | -100.0% | -$328.76万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | -4,500 | -100.0% | -$210.94万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -5,114 | -100.0% | -$168.82万 | 清仓 |
| KO | COCA COLA CO | $0 | 0.00% | 0 | -17,130 | -100.0% | -$119.76万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | -4,906 | -100.0% | -$83.92万 | 清仓 |
| NFLX | NETFLIX INC | $0 | 0.00% | 0 | -8,532 | -100.0% | -$80.00万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -18,500 | -100.0% | -$46.06万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -3,405 | -100.0% | -$40.98万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -2,500 | -100.0% | -$20.43万 | 清仓 |
| TSLA | TESLA INC | $20.63万 | 0.15% | 555 | -597 | -51.8% | -$22.19万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $24.20万 | 0.18% | 3,135 | 200 | 6.8% | $1.54万 | 加仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $25.82万 | 0.19% | 1,625 | 0 | 0.0% | — | 不变 |
| OHI | OMEGA HEALTHCARE INVS INC | $26.40万 | 0.20% | 6,024 | -24,772 | -80.4% | -$108.55万 | 减仓 |
| SNPE | DBX ETF TR | $27.97万 | 0.21% | 4,697 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $28.75万 | 0.22% | 977 | -6,023 | -86.0% | -$177.25万 | 减仓 |
| GOOGL | ALPHABET INC | $29.22万 | 0.22% | 1,016 | -357 | -26.0% | -$10.27万 | 减仓 |
| BIL | SPDR SERIES TRUST | $29.74万 | 0.22% | 3,245 | -60 | -1.8% | -$5,498 | 减仓 |
| MGK | VANGUARD WORLD FD | $31.42万 | 0.24% | 855 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $36.41万 | 0.27% | 1,760 | -6,000 | -77.3% | -$124.14万 | 减仓 |
| AMZN | AMAZON COM INC | $38.26万 | 0.29% | 1,837 | -23,922 | -92.9% | -$498.22万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $39.48万 | 0.30% | 607 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $40.80万 | 0.31% | 1,102 | -9,269 | -89.4% | -$343.19万 | 减仓 |
| MGV | VANGUARD WORLD FD | $42.35万 | 0.32% | 2,922 | 0 | 0.0% | — | 不变 |
| FTEC | FIDELITY COVINGTON TRUST | $43.86万 | 0.33% | 2,108 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $46.83万 | 0.35% | 4,852 | 0 | 0.0% | — | 不变 |
| GL | GLOBE LIFE INC | $50.47万 | 0.38% | 3,626 | -277 | -7.1% | -$3.86万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $51.28万 | 0.38% | 20,001 | 40 | 0.2% | $1,026 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $54.25万 | 0.41% | 1,132 | -100 | -8.1% | -$4.79万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $58.22万 | 0.44% | 12,753 | -417 | -3.2% | -$1.90万 | 减仓 |
| SCZ | ISHARES TR | $72.52万 | 0.54% | 9,248 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $86.19万 | 0.65% | 865 | -3,000 | -77.6% | -$298.93万 | 减仓 |
| IWN | ISHARES TR | $88.92万 | 0.67% | 4,690 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $93.10万 | 0.70% | 7,489 | 175 | 2.4% | $2.18万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $97.28万 | 0.73% | 4,958 | -60 | -1.2% | -$1.18万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $97.47万 | 0.73% | 9,494 | 0 | 0.0% | — | 不变 |
| DFEM | DIMENSIONAL ETF TRUST | $98.61万 | 0.74% | 28,540 | -185 | -0.6% | -$6,392 | 减仓 |
| IWM | ISHARES TR | $98.72万 | 0.74% | 3,981 | -78 | -1.9% | -$1.93万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $105.82万 | 0.79% | 19,578 | -635 | -3.1% | -$3.43万 | 减仓 |
| BSVO | EA SERIES TRUST | $110.37万 | 0.83% | 43,506 | 4,865 | 12.6% | $12.34万 | 加仓 |
| AAPL | APPLE INC | $120.18万 | 0.90% | 4,735 | -23,284 | -83.1% | -$590.97万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $134.37万 | 1.01% | 34,070 | 1,225 | 3.7% | $4.83万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $143.80万 | 1.08% | 42,331 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $189.65万 | 1.42% | 8,720 | -8,286 | -48.7% | -$180.21万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $190.27万 | 1.42% | 10,910 | -14,373 | -56.8% | -$250.67万 | 减仓 |
| IWD | ISHARES TR | $202.50万 | 1.52% | 9,477 | 68 | 0.7% | $1.45万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $210.30万 | 1.57% | 42,979 | -695 | -1.6% | -$3.40万 | 减仓 |
| IDEV | ISHARES TR | $259.96万 | 1.95% | 31,107 | 28 | 0.1% | $2,340 | 加仓 |
| LLY | ELI LILLY & CO | $309.87万 | 2.32% | 3,369 | -161 | -4.6% | -$14.81万 | 减仓 |
| IEMG | ISHARES INC | $363.20万 | 2.72% | 52,072 | 585 | 1.1% | $4.08万 | 加仓 |
| ITOT | ISHARES TR | $411.51万 | 3.08% | 28,892 | 1,188 | 4.3% | $16.92万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $466.89万 | 3.50% | 21,491 | -1,332 | -5.8% | -$28.94万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $481.75万 | 3.61% | 15,017 | -589 | -3.8% | -$18.90万 | 减仓 |
| FNDC | SCHWAB STRATEGIC TR | $492.84万 | 3.69% | 106,308 | -1,584 | -1.5% | -$7.34万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $532.94万 | 3.99% | 8,919 | 101 | 1.1% | $6.04万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $647.01万 | 4.84% | 90,962 | -2,106 | -2.3% | -$14.98万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $676.45万 | 5.06% | 128,164 | -942 | -0.7% | -$4.97万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $908.79万 | 6.80% | 115,903 | 4,998 | 4.5% | $39.19万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $973.72万 | 7.29% | 200,932 | -3,529 | -1.7% | -$17.10万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $1,034.22万 | 7.74% | 145,850 | -426 | -0.3% | -$3.02万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,100.27万 | 8.24% | 283,137 | -1,668 | -0.6% | -$6.48万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,809.86万 | 13.55% | 289,809 | -2,410 | -0.8% | -$15.05万 | 减仓 |