RIVERCHASE WEALTH MANAGEMENT, LLC
Flower Mound TX · SEC CIK 0002055985
$2.15亿2026Q2 申报市值
79持仓数
68.2%前十大占比 · 第一大 12.6%
6 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
ABBV 新建仓+$123.78万
DIMENSIONAL ETF 加仓+$102.10万
PYLD 加仓+$101.26万
ABT 新建仓+$78.98万
DFCF 加仓+$57.42万
2026Q2 卖出最多 按季末市值估算
DIMENSIONAL ETF 减仓-$70.69万
EXXON MOBIL CORP 清仓-$53.13万
SPY 清仓-$38.25万
JEPI 减仓-$21.51万
USFR 减仓-$20.37万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -3,132 | -100.0% | -$53.13万 | 清仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $0 | 0.00% | 0 | -588 | -100.0% | -$38.25万 | 清仓 |
| PID | INVESCO EXCHANGE TRADED FD T | $20.78万 | 0.10% | 9,362 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $22.10万 | 0.10% | 786 | 0 | 0.0% | — | 重新持有 |
| — | INNOVATOR ETFS TRUST | $22.94万 | 0.11% | 6,237 | 6,237 | — | $22.94万 | 新建仓 |
| IQLT | ISHARES TR | $23.08万 | 0.11% | 4,658 | 0 | 0.0% | — | 不变 |
| USFR | WISDOMTREE TR | $23.42万 | 0.11% | 4,652 | -4,046 | -46.5% | -$20.37万 | 减仓 |
| UFPT | UFP TECHNOLOGIES INC | $25.96万 | 0.12% | 979 | 0 | 0.0% | — | 重新持有 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $26.56万 | 0.12% | 4,702 | -3,808 | -44.7% | -$21.51万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $27.61万 | 0.13% | 8,045 | -16 | -0.2% | -$549 | 减仓 |
| IBDU | ISHARES TR | $30.45万 | 0.14% | 13,146 | 13,146 | — | $30.45万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $30.50万 | 0.14% | 414 | 0 | 0.0% | — | 不变 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $31.58万 | 0.15% | 4,679 | 0 | 0.0% | — | 不变 |
| DFAE | DIMENSIONAL ETF TRUST | $31.87万 | 0.15% | 7,926 | 300 | 3.9% | $1.21万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $35.71万 | 0.17% | 11,916 | 11,916 | — | $35.71万 | 新建仓 |
| DASH | DOORDASH INC | $36.91万 | 0.17% | 2,000 | 0 | 0.0% | — | 不变 |
| DFLV | DIMENSIONAL ETF TRUST | $38.57万 | 0.18% | 9,755 | 9,755 | — | $38.57万 | 新建仓 |
| DFAU | DIMENSIONAL ETF TRUST | $39.27万 | 0.18% | 7,597 | 16 | 0.2% | $827 | 加仓 |
| POCT | INNOVATOR ETFS TRUST | $40.26万 | 0.19% | 8,675 | 0 | 0.0% | — | 不变 |
| PJUL | INNOVATOR ETFS TRUST | $40.31万 | 0.19% | 8,258 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES TR | $41.07万 | 0.19% | 641 | -6 | -0.9% | -$3,844 | 减仓 |
| IBMO | ISHARES TR | $46.70万 | 0.22% | 18,214 | -2,459 | -11.9% | -$6.30万 | 减仓 |
| PMAR | INNOVATOR ETFS TRUST | $47.96万 | 0.22% | 10,039 | -1,774 | -15.0% | -$8.47万 | 减仓 |
| NXTG | FIRST TR EXCHANGE-TRADED FD | $49.48万 | 0.23% | 3,227 | 0 | 0.0% | — | 不变 |
| FNDA | SCHWAB STRATEGIC TR | $49.62万 | 0.23% | 13,036 | -172 | -1.3% | -$6,546 | 减仓 |
| DGRO | ISHARES TR | $51.80万 | 0.24% | 6,835 | 0 | 0.0% | — | 不变 |
| DISV | DIMENSIONAL ETF TRUST | $59.21万 | 0.28% | 14,755 | 24 | 0.2% | $963 | 加仓 |
| SMH | VANECK ETF TRUST | $59.86万 | 0.28% | 913 | 0 | 0.0% | — | 不变 |
| AVEM | AMERICAN CENTY ETF TR | $60.83万 | 0.28% | 6,304 | 657 | 11.6% | $6.34万 | 加仓 |
| UMAR | INNOVATOR ETFS TRUST | $60.90万 | 0.28% | 14,416 | -1,268 | -8.1% | -$5.36万 | 减仓 |
| AMAT | APPLIED MATLS INC | $61.84万 | 0.29% | 855 | 0 | 0.0% | — | 不变 |
| MINT | PIMCO ETF TR | $63.82万 | 0.30% | 6,331 | 213 | 3.5% | $2.15万 | 加仓 |
| IBTI | ISHARES TR | $65.95万 | 0.31% | 29,788 | 3,614 | 13.8% | $8.00万 | 加仓 |
| MSFT | MICROSOFT CORP | $66.60万 | 0.31% | 1,785 | -41 | -2.2% | -$1.53万 | 减仓 |
| EELV | INVESCO EXCH TRADED FD TR II | $67.56万 | 0.31% | 24,303 | 0 | 0.0% | — | 不变 |
| FNDE | SCHWAB STRATEGIC TR | $67.62万 | 0.32% | 17,041 | 0 | 0.0% | — | 不变 |
| HYDB | ISHARES TR | $67.79万 | 0.32% | 14,495 | -568 | -3.8% | -$2.66万 | 减仓 |
| KDP | KEURIG DR PEPPER INC | $71.16万 | 0.33% | 21,740 | 0 | 0.0% | — | 不变 |
| PAPR | INNOVATOR ETFS TRUST | $75.82万 | 0.35% | 17,967 | 8,573 | 91.3% | $36.18万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $76.90万 | 0.36% | 8,431 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $78.98万 | 0.37% | 8,704 | 8,704 | — | $78.98万 | 新建仓 |
| MGC | VANGUARD WORLD FD | $87.42万 | 0.41% | 3,195 | 0 | 0.0% | — | 不变 |
| DIHP | DIMENSIONAL ETF TRUST | $91.05万 | 0.42% | 26,681 | 0 | 0.0% | — | 不变 |
| HEGD | LISTED FDS TR | $91.27万 | 0.43% | 34,233 | 1,446 | 4.4% | $3.86万 | 加仓 |
| IJH | ISHARES TR | $94.69万 | 0.44% | 12,280 | 0 | 0.0% | — | 不变 |
| EEMV | ISHARES INC | $95.74万 | 0.45% | 12,718 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB STRATEGIC TR | $104.56万 | 0.49% | 19,818 | -90 | -0.5% | -$4,748 | 减仓 |
| IBTH | ISHARES TR | $108.87万 | 0.51% | 48,669 | 1,675 | 3.6% | $3.75万 | 加仓 |
| QUAL | ISHARES TR | $109.12万 | 0.51% | 4,973 | -580 | -10.4% | -$12.73万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $111.79万 | 0.52% | 2,234 | 0 | 0.0% | — | 不变 |
| DFAI | DIMENSIONAL ETF TRUST | $118.49万 | 0.55% | 28,724 | 292 | 1.0% | $1.20万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $121.39万 | 0.57% | 31,294 | -65 | -0.2% | -$2,521 | 减仓 |
| ABBV | ABBVIE INC | $123.78万 | 0.58% | 4,919 | 4,919 | — | $123.78万 | 新建仓 |
| IBTG | ISHARES TR | $139.53万 | 0.65% | 60,957 | 2,456 | 4.2% | $5.62万 | 加仓 |
| PJUN | INNOVATOR ETFS TRUST | $147.12万 | 0.69% | 34,031 | 6,781 | 24.9% | $29.31万 | 加仓 |
| IJR | ISHARES TR | $147.94万 | 0.69% | 9,975 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $148.38万 | 0.69% | 27,467 | 1,047 | 4.0% | $5.66万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $150.29万 | 0.70% | 16,849 | 269 | 1.6% | $2.40万 | 加仓 |
| PAAA | PGIM ETF TR | $162.90万 | 0.76% | 31,773 | 9,315 | 41.5% | $47.76万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $165.79万 | 0.77% | 57,249 | 0 | 0.0% | — | 不变 |
| PXF | INVESCO EXCH TRADED FD TR II | $191.96万 | 0.89% | 25,378 | 0 | 0.0% | — | 不变 |
| IBDT | ISHARES TR | $196.69万 | 0.92% | 77,898 | 8,729 | 12.6% | $22.04万 | 加仓 |
| WFC | WELLS FARGO & CO | $200.17万 | 0.93% | 24,222 | -54 | -0.2% | -$4,463 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $223.12万 | 1.04% | 33,015 | 6,101 | 22.7% | $41.23万 | 加仓 |
| PFEB | INNOVATOR ETFS TRUST | $239.68万 | 1.12% | 55,663 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $243.65万 | 1.14% | 11,180 | 0 | 0.0% | — | 不变 |
| IBDR | ISHARES TR | $263.02万 | 1.23% | 108,551 | 3,427 | 3.3% | $8.30万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $266.68万 | 1.24% | 85,748 | -304 | -0.4% | -$9,454 | 减仓 |
| IBDS | ISHARES TR | $271.44万 | 1.26% | 112,074 | 1,367 | 1.2% | $3.31万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $286.80万 | 1.34% | 40,253 | -360 | -0.9% | -$2.56万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $289.05万 | 1.35% | 47,549 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $487.06万 | 2.27% | 7,092 | -28 | -0.4% | -$1.92万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $516.60万 | 2.41% | 40,334 | 1,408 | 3.6% | $18.03万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $517.36万 | 2.41% | 127,302 | 541 | 0.4% | $2.20万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,538.07万 | 7.17% | 368,577 | 11,450 | 3.2% | $47.78万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,704.04万 | 7.94% | 384,140 | -15,935 | -4.0% | -$70.69万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $1,708.58万 | 7.96% | 458,556 | 7,333 | 1.6% | $27.32万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $1,723.40万 | 8.03% | 408,292 | 13,603 | 3.4% | $57.42万 | 加仓 |
| PYLD | PIMCO ETF TR | $1,833.30万 | 8.54% | 691,288 | 38,182 | 5.8% | $101.26万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $1,894.36万 | 8.83% | 403,571 | 12,050 | 3.1% | $56.56万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,703.57万 | 12.60% | 329,785 | 12,454 | 3.9% | $102.10万 | 加仓 |