13F 机构持仓

Riverbend Wealth Management, LLC

Myrtle Beach SC · SEC CIK 0002055570

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$1.99亿2026Q2
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

AAPL 看跌期权 7.4%
IVV 4.7%
DGRW 4.2%
AAPL 3.5%
QQQ 3.0%
SMTH 2.9%
NVDA 2.4%
DGRO 2.2%
MSFT 2.1%
AVGO 1.8%

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
QUAL ISHARES TR $41.69万0.24%2,173 -34-1.5% -$6,523 减仓
TMO THERMO FISHER SCIENTIFIC INC $41.07万0.24%835 293.6% $1.43万 加仓
TXN TEXAS INSTRS INC $40.26万0.23%2,074 794.0% $1.53万 加仓
GS GOLDMAN SACHS GROUP INC $39.62万0.23%468 388.8% $3.22万 加仓
ADI ANALOG DEVICES INC $39.61万0.23%1,245 272.2% $8,590 加仓
SOXX ISHARES TR $38.58万0.22%1,174 686.1% $2.23万 加仓
IXUS ISHARES TR $38.56万0.22%4,451 882.0% $7,624 加仓
UBSI UNITED BANKSHARES INC WEST V $38.42万0.22%9,275 1,07313.1% $4.44万 加仓
NEM NEWMONT CORP $38.18万0.22%3,527 3,527— $38.18万 新建仓
LLY ELI LILLY & CO 看跌期权 $36.79万0.21%400 00.0% — 不变
LQD ISHARES TR $35.97万0.21%3,301 -408-11.0% -$4.45万 减仓
DIVO AMPLIFY ETF TR $35.59万0.20%7,935 4516.0% $2.02万 加仓
MCK MCKESSON CORP $35.50万0.20%410 6418.5% $5.54万 加仓
— HONEYWELL INTL INC $35.30万0.20%1,562 24218.3% $5.47万 加仓
SUB ISHARES TR $34.99万0.20%3,285 00.0% — 不变
LHX L3HARRIS TECHNOLOGIES INC $34.43万0.20%997 -89-8.2% -$3.07万 减仓
LOW LOWES COS INC $34.01万0.19%1,440 241.7% $5,669 加仓
COST COSTCO WHOLESALE CORPORATION $33.93万0.19%340 299.3% $2.89万 加仓
IWD ISHARES TR $33.79万0.19%1,581 -142-8.2% -$3.04万 减仓
VTIP VANGUARD MALVERN FDS $33.71万0.19%6,749 5779.3% $2.88万 加仓
MDT MEDTRONIC PLC $33.68万0.19%3,887 2185.9% $1.89万 加仓
HIG HARTFORD INSURANCE GROUP INC $32.71万0.19%2,419 1205.2% $1.62万 加仓
ASML ASML HLDG NV $32.38万0.19%245 -1-0.4% -$1,322 减仓
IJR ISHARES TR $32.37万0.19%2,604 00.0% — 不变
DUK DUKE ENERGY CORP NEW $32.23万0.18%2,462 1938.5% $2.53万 加仓
AGG ISHARES TR $31.74万0.18%3,198 10.0% $99 加仓
AMD ADVANCED MICRO DEVICES INC $31.59万0.18%1,553 453.0% $9,154 加仓
ED CONSOLIDATED EDISON INC $31.58万0.18%2,790 2298.9% $2.59万 加仓
VT VANGUARD INTL EQUITY INDEX F $31.24万0.18%2,259 -4-0.2% -$553 减仓
FCX FREEPORT MCMORAN INC $31.20万0.18%5,308 -744-12.3% -$4.37万 减仓
EXC EXELON CORP $31.02万0.18%6,329 5329.2% $2.61万 加仓
DDWM WISDOMTREE TR $30.66万0.18%6,952 1151.7% $5,072 加仓
IDEV ISHARES TR $30.04万0.17%3,594 1002.9% $8,357 加仓
DFEM DIMENSIONAL ETF TRUST $28.98万0.17%8,386 10.0% $35 加仓
AVDV AMERICAN CENTY ETF TR $28.69万0.16%2,873 -170-5.6% -$1.70万 减仓
FLRN SPDR SERIES TRUST $28.00万0.16%9,098 91111.1% $2.80万 加仓
IUSB ISHARES TR $26.45万0.15%5,727 961.7% $4,434 加仓
NEE NEXTERA ENERGY INC $26.15万0.15%2,816 1355.0% $1.25万 加仓
IVW ISHARES TR $26.08万0.15%2,306 1265.8% $1.42万 加仓
VWO VANGUARD INTL EQUITY INDEX F $26.07万0.15%4,824 1232.6% $6,648 加仓
MUB ISHARES TR $26.07万0.15%2,456 482.0% $5,095 加仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $23.86万0.14%706 456.8% $1.52万 加仓
ITW ILLINOIS TOOL WKS INC $22.40万0.13%861 861— $22.40万 新建仓
ALL ALLSTATE CORP $22.26万0.13%1,074 10510.8% $2.18万 加仓
SCHW SCHWAB CHARLES CORP $22.03万0.13%2,344 1446.5% $1.35万 加仓
TPR TAPESTRY INC $22.02万0.13%1,561 1,561— $22.02万 新建仓
AOA ISHARES TR $21.92万0.13%2,477 1325.6% $1.17万 加仓
FDX FEDEX CORP $20.77万0.12%583 583— $20.77万 新建仓
ARTY ISHARES TR $20.55万0.12%4,416 1794.2% $8,329 加仓
URI UNITED RENTALS INC $20.04万0.11%275 275— $20.04万 新建仓
COMP COMPASS INC $12.72万0.07%17,401 17,401— $12.72万 新建仓
DCH DAUCH CORP $5.93万0.03%10,008 00.0% — 不变
CRM SALESFORCE INC $00.00%0 -3,067-100.0% -$81.25万 清仓
ADBE ADOBE INC $00.00%0 -1,236-100.0% -$43.27万 清仓
LULU LULULEMON ATHLETICA INC $00.00%0 -1,672-100.0% -$34.76万 清仓
TMUS T-MOBILE US INC $00.00%0 -1,136-100.0% -$23.07万 清仓
ANET ARISTA NETWORKS INC $00.00%0 —— — 申报中断
MELI MERCADOLIBRE INC $00.00%0 -100-100.0% -$20.14万 清仓
— ANYWHERE REAL ESTATE INC $00.00%0 -11,352-100.0% -$16.07万 清仓