Riverbend Wealth Management, LLC
Myrtle Beach SC · SEC CIK 0002055570
$1.75亿2026Q1 申报市值
152持仓数
34.1%前十大占比 · 第一大 7.4%
8 / 6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
APH 新建仓+$72.83万
SMTH 加仓+$63.32万
BA 新建仓+$50.42万
MSFT 加仓+$39.05万
NEM 新建仓+$38.18万
2026Q1 卖出最多 按季末市值估算
CRM 清仓-$81.25万
GOOGL 减仓-$45.78万
ADBE 清仓-$43.27万
C 减仓-$43.06万
LULU 清仓-$34.76万
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 |
|---|---|---|---|---|---|---|---|---|
| ABBV | ABBVIE INC | $83.81万 | 0.48% | 3,853 | 276 | 7.7% | $6.00万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $84.65万 | 0.48% | 3,031 | 312 | 11.5% | $8.71万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $85.04万 | 0.49% | 5,887 | 501 | 9.3% | $7.24万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $85.13万 | 0.49% | 11,835 | -525 | -4.2% | -$3.78万 | 减仓 |
| AMGN | AMGEN INC | $85.35万 | 0.49% | 2,426 | 106 | 4.6% | $3.73万 | 加仓 |
| STIP | ISHARES TR | $85.42万 | 0.49% | 8,259 | 367 | 4.7% | $3.80万 | 加仓 |
| IYY | ISHARES TR | $85.56万 | 0.49% | 5,400 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $86.76万 | 0.50% | 5,587 | 329 | 6.3% | $5.11万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $90.33万 | 0.52% | 215 | 8 | 3.9% | $3.36万 | 加仓 |
| CRH | CRH PLC | $91.55万 | 0.52% | 8,710 | 327 | 3.9% | $3.44万 | 加仓 |
| RECS | COLUMBIA ETF TR I | $92.48万 | 0.53% | 23,725 | 747 | 3.3% | $2.91万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $93.67万 | 0.54% | 22,187 | 1,392 | 6.7% | $5.88万 | 加仓 |
| GEV | GE VERNOVA INC | $95.05万 | 0.54% | 1,089 | 222 | 25.6% | $19.38万 | 加仓 |
| DFAW | DIMENSIONAL ETF TRUST | $102.88万 | 0.59% | 13,944 | -556 | -3.8% | -$4.10万 | 减仓 |
| IAU | ISHARES GOLD TR | $106.81万 | 0.61% | 12,116 | 50 | 0.4% | $4,408 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $111.46万 | 0.64% | 6,791 | 353 | 5.5% | $5.79万 | 加仓 |
| NFLX | NETFLIX INC. | $111.98万 | 0.64% | 11,647 | -1,134 | -8.9% | -$10.90万 | 减仓 |
| — | EXXON MOBIL CORP | $112.80万 | 0.65% | 6,649 | -255 | -3.7% | -$4.33万 | 减仓 |
| BAC | BANK AMERICA CORP | $118.16万 | 0.68% | 24,238 | -1,132 | -4.5% | -$5.52万 | 减仓 |
| EQT | EQT CORP | $120.46万 | 0.69% | 18,928 | 3,433 | 22.2% | $21.85万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $122.64万 | 0.70% | 15,640 | 455 | 3.0% | $3.57万 | 加仓 |
| RTX | RTX CORPORATION | $122.67万 | 0.70% | 6,359 | 317 | 5.2% | $6.12万 | 加仓 |
| GOOG | ALPHABET INC | $124.05万 | 0.71% | 4,324 | 120 | 2.9% | $3.44万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $127.84万 | 0.73% | 4,226 | -114 | -2.6% | -$3.45万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $131.96万 | 0.76% | 39,077 | 1,372 | 3.6% | $4.63万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $132.88万 | 0.76% | 5,436 | 182 | 3.5% | $4.45万 | 加仓 |
| FSMD | FIDELITY COVINGTON TRUST | $132.94万 | 0.76% | 29,727 | 898 | 3.1% | $4.02万 | 加仓 |
| C | CITIGROUP INC | $134.89万 | 0.77% | 11,894 | -3,797 | -24.2% | -$43.06万 | 减仓 |
| EFV | ISHARES TR | $138.41万 | 0.79% | 18,616 | 572 | 3.2% | $4.25万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $144.06万 | 0.83% | 2,215 | 8 | 0.4% | $5,203 | 加仓 |
| VGT | VANGUARD WORLD FD | $146.48万 | 0.84% | 2,099 | 56 | 2.7% | $3.91万 | 加仓 |
| META | META PLATFORMS INC | $162.35万 | 0.93% | 2,838 | 101 | 3.7% | $5.78万 | 加仓 |
| VO | VANGUARD INDEX FDS | $166.24万 | 0.95% | 5,789 | 224 | 4.0% | $6.43万 | 加仓 |
| WMT | WALMART INC | $170.69万 | 0.98% | 13,734 | 909 | 7.1% | $11.30万 | 加仓 |
| LLY | ELI LILLY & CO | $170.98万 | 0.98% | 1,859 | 71 | 4.0% | $6.53万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $184.66万 | 1.06% | 47,521 | 1,733 | 3.8% | $6.73万 | 加仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $197.95万 | 1.13% | 36,037 | 2,735 | 8.2% | $15.02万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $203.00万 | 1.16% | 44,499 | 1,387 | 3.2% | $6.33万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $212.62万 | 1.22% | 7,228 | 409 | 6.0% | $12.03万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $214.02万 | 1.23% | 25,863 | 1,095 | 4.4% | $9.06万 | 加仓 |
| PYLD | PIMCO ETF TR | $221.22万 | 1.27% | 84,434 | 9,917 | 13.3% | $25.98万 | 加仓 |
| MRK | MERCK & CO INC | $224.71万 | 1.29% | 18,681 | 1,413 | 8.2% | $17.00万 | 加仓 |
| ITOT | ISHARES TR | $232.82万 | 1.33% | 16,346 | 392 | 2.5% | $5.58万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $257.87万 | 1.48% | 13,436 | 704 | 5.5% | $13.51万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $266.75万 | 1.53% | 5,567 | 110 | 2.0% | $5.27万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $279.03万 | 1.60% | 49,229 | 4,813 | 10.8% | $27.28万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $286.60万 | 1.64% | 19,352 | 649 | 3.5% | $9.61万 | 加仓 |
| AMZN | AMAZON COM INC | $300.59万 | 1.72% | 14,433 | 720 | 5.3% | $15.00万 | 加仓 |
| GOOGL | ALPHABET INC | $307.59万 | 1.76% | 10,697 | -1,592 | -13.0% | -$45.78万 | 减仓 |
| AVGO | BROADCOM INC | $317.46万 | 1.82% | 10,257 | 83 | 0.8% | $2.57万 | 加仓 |
| MSFT | MICROSOFT CORP | $361.55万 | 2.07% | 9,767 | 1,055 | 12.1% | $39.05万 | 加仓 |
| DGRO | ISHARES TR | $375.59万 | 2.15% | 53,518 | 1,698 | 3.3% | $11.92万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $418.90万 | 2.40% | 24,020 | 786 | 3.4% | $13.71万 | 加仓 |
| SMTH | ALPS ETF TR | $500.10万 | 2.86% | 194,177 | 24,584 | 14.5% | $63.32万 | 加仓 |
| QQQ | INVESCO QQQ TR | $515.39万 | 2.95% | 8,929 | 283 | 3.3% | $16.33万 | 加仓 |
| AAPL | APPLE INC | $609.24万 | 3.49% | 24,006 | 216 | 0.9% | $5.48万 | 加仓 |
| DGRW | WISDOMTREE TR | $738.84万 | 4.23% | 84,112 | 3,265 | 4.0% | $28.68万 | 加仓 |
| IVV | ISHARES TR | $818.68万 | 4.69% | 12,533 | 346 | 2.8% | $22.60万 | 加仓 |
| AAPL | APPLE INC 看跌期权 | $1,294.31万 | 7.41% | 51,000 | 45,900 | 900.0% | $1,164.88万 | 加仓 |