RIVERCHASE WEALTH MANAGEMENT, LLC
Flower Mound TX · SEC CIK 0002055985
$1.92亿2026Q1 申报市值
73持仓数
69.2%前十大占比 · 第一大 11.9%
7 / 5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
PYLD 加仓+$265.79万
HELO 新建仓+$172.01万
DIMENSIONAL ETF 加仓+$171.28万
DFCF 加仓+$149.81万
JCPB 加仓+$128.51万
2026Q1 卖出最多 按季末市值估算
USFR 减仓-$94.10万
DIMENSIONAL ETF 减仓-$75.12万
PSEP 清仓-$47.15万
INNOVATOR ETFS T 清仓-$40.73万
INNOVATOR ETFS T 清仓-$26.02万
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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $2,287.32万 | 11.92% | 317,331 | 23,762 | 8.1% | $171.28万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $1,843.28万 | 9.60% | 391,521 | 27,297 | 7.5% | $128.51万 | 加仓 |
| PYLD | PIMCO ETF TR | $1,711.14万 | 8.92% | 653,106 | 101,446 | 18.4% | $265.79万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $1,666.38万 | 8.68% | 394,689 | 35,484 | 9.9% | $149.81万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $1,603.20万 | 8.35% | 451,223 | -2,023 | -0.4% | -$7.19万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,554.69万 | 8.10% | 400,075 | -19,330 | -4.6% | -$75.12万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,312.80万 | 6.84% | 357,127 | 31,681 | 9.7% | $116.46万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $437.96万 | 2.28% | 126,761 | -2,625 | -2.0% | -$9.07万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $432.78万 | 2.25% | 38,926 | 2,035 | 5.5% | $22.63万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $425.43万 | 2.22% | 7,120 | -34 | -0.5% | -$2.03万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $269.03万 | 1.40% | 47,549 | 0 | 0.0% | — | 不变 |
| IBDS | ISHARES TR | $268.35万 | 1.40% | 110,707 | 1,626 | 1.5% | $3.94万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $260.25万 | 1.36% | 40,613 | 0 | 0.0% | — | 不变 |
| IBDR | ISHARES TR | $254.82万 | 1.33% | 105,124 | -155 | -0.1% | -$3,757 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $239.65万 | 1.25% | 86,052 | 0 | 0.0% | — | 不变 |
| PFEB | INNOVATOR ETFS TRUST | $223.21万 | 1.16% | 55,663 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $219.35万 | 1.14% | 11,180 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $193.26万 | 1.01% | 24,276 | -2,585 | -9.6% | -$20.58万 | 减仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $177.39万 | 0.92% | 25,378 | 0 | 0.0% | — | 不变 |
| IBDT | ISHARES TR | $175.21万 | 0.91% | 69,169 | 2,748 | 4.1% | $6.96万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $172.01万 | 0.90% | 26,914 | 26,914 | — | $172.01万 | 新建仓 |
| SCHB | SCHWAB STRATEGIC TR | $143.69万 | 0.75% | 57,249 | 0 | 0.0% | — | 不变 |
| AVDE | AMERICAN CENTY ETF TR | $140.66万 | 0.73% | 16,580 | 1,060 | 6.8% | $8.99万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $139.44万 | 0.73% | 26,420 | 1,269 | 5.0% | $6.70万 | 加仓 |
| IBTG | ISHARES TR | $134.06万 | 0.70% | 58,501 | -2,382 | -3.9% | -$5.46万 | 减仓 |
| IJR | ISHARES TR | $124.00万 | 0.65% | 9,975 | 0 | 0.0% | — | 不变 |
| PAAA | PGIM ETF TR | $114.94万 | 0.60% | 22,458 | -2,673 | -10.6% | -$13.68万 | 减仓 |
| PJUN | INNOVATOR ETFS TRUST | $113.98万 | 0.59% | 27,250 | 0 | 0.0% | — | 不变 |
| DFAI | DIMENSIONAL ETF TRUST | $110.77万 | 0.58% | 28,432 | -2,153 | -7.0% | -$8.39万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $109.88万 | 0.57% | 31,359 | 244 | 0.8% | $8,550 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $107.05万 | 0.56% | 2,234 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $106.51万 | 0.55% | 5,553 | -88 | -1.6% | -$1.69万 | 减仓 |
| IBTH | ISHARES TR | $105.41万 | 0.55% | 46,994 | 484 | 1.0% | $1.09万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $97.41万 | 0.51% | 19,908 | 0 | 0.0% | — | 不变 |
| DIHP | DIMENSIONAL ETF TRUST | $85.97万 | 0.45% | 26,681 | -125 | -0.5% | -$4,028 | 减仓 |
| IJH | ISHARES TR | $82.93万 | 0.43% | 12,280 | 0 | 0.0% | — | 不变 |
| EEMV | ISHARES INC | $82.32万 | 0.43% | 12,718 | 0 | 0.0% | — | 不变 |
| HEGD | LISTED FDS TR | $80.98万 | 0.42% | 32,787 | 0 | 0.0% | — | 不变 |
| MGC | VANGUARD WORLD FD | $75.51万 | 0.39% | 3,195 | 0 | 0.0% | — | 不变 |
| HYDB | ISHARES TR | $70.07万 | 0.37% | 15,063 | 1,299 | 9.4% | $6.04万 | 加仓 |
| EELV | INVESCO EXCH TRADED FD TR II | $68.24万 | 0.36% | 24,303 | 0 | 0.0% | — | 不变 |
| AVLV | AMERICAN CENTY ETF TR | $67.96万 | 0.35% | 8,431 | -183 | -2.1% | -$1.48万 | 减仓 |
| MSFT | MICROSOFT CORP | $67.61万 | 0.35% | 1,826 | 39 | 2.2% | $1.44万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $65.20万 | 0.34% | 17,041 | 0 | 0.0% | — | 不变 |
| UMAR | INNOVATOR ETFS TRUST | $62.33万 | 0.32% | 15,684 | 15,684 | — | $62.33万 | 新建仓 |
| MINT | PIMCO ETF TR | $61.53万 | 0.32% | 6,118 | 3,494 | 133.2% | $35.14万 | 加仓 |
| IBTI | ISHARES TR | $58.32万 | 0.30% | 26,174 | 0 | 0.0% | — | 不变 |
| DISV | DIMENSIONAL ETF TRUST | $58.10万 | 0.30% | 14,731 | 688 | 4.9% | $2.71万 | 加仓 |
| KDP | KEURIG DR PEPPER INC | $57.24万 | 0.30% | 21,740 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $53.13万 | 0.28% | 3,132 | 271 | 9.5% | $4.60万 | 加仓 |
| IBMO | ISHARES TR | $52.98万 | 0.28% | 20,673 | 0 | 0.0% | — | 不变 |
| PMAR | INNOVATOR ETFS TRUST | $52.71万 | 0.27% | 11,813 | 11,813 | — | $52.71万 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $48.24万 | 0.25% | 8,510 | 36 | 0.4% | $2,040 | 加仓 |
| DGRO | ISHARES TR | $47.97万 | 0.25% | 6,835 | 0 | 0.0% | — | 不变 |
| AVEM | AMERICAN CENTY ETF TR | $45.50万 | 0.24% | 5,647 | 48 | 0.9% | $3,868 | 加仓 |
| USFR | WISDOMTREE TR | $43.79万 | 0.23% | 8,698 | -18,692 | -68.2% | -$94.10万 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $42.83万 | 0.22% | 13,208 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $38.25万 | 0.20% | 588 | 588 | — | $38.25万 | 新建仓 |
| PJUL | INNOVATOR ETFS TRUST | $37.96万 | 0.20% | 8,258 | -1,631 | -16.5% | -$7.50万 | 减仓 |
| POCT | INNOVATOR ETFS TRUST | $37.40万 | 0.19% | 8,675 | 0 | 0.0% | — | 不变 |
| PAPR | INNOVATOR ETFS TRUST | $37.39万 | 0.19% | 9,394 | 9,394 | — | $37.39万 | 新建仓 |
| NXTG | FIRST TR EXCHANGE-TRADED FD | $36.12万 | 0.19% | 3,227 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $34.99万 | 0.18% | 913 | 103 | 12.7% | $3.95万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $34.20万 | 0.18% | 7,581 | -392 | -4.9% | -$1.77万 | 减仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $30.40万 | 0.16% | 4,679 | 0 | 0.0% | — | 不变 |
| DASH | DOORDASH INC | $30.03万 | 0.16% | 2,000 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $29.23万 | 0.15% | 855 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $26.25万 | 0.14% | 8,061 | 8,061 | — | $26.25万 | 新建仓 |
| DFAE | DIMENSIONAL ETF TRUST | $25.82万 | 0.13% | 7,626 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $23.90万 | 0.12% | 414 | 0 | 0.0% | — | 不变 |
| IQLT | ISHARES TR | $21.53万 | 0.11% | 4,658 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES TR | $21.26万 | 0.11% | 647 | 647 | — | $21.26万 | 新建仓 |
| PID | INVESCO EXCHANGE TRADED FD T | $20.83万 | 0.11% | 9,362 | 0 | 0.0% | — | 不变 |
| PSEP | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -10,784 | -100.0% | -$47.15万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -10,356 | -100.0% | -$40.73万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -7,983 | -100.0% | -$26.02万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UFPT | UFP TECHNOLOGIES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -5,265 | -100.0% | -$20.40万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,029 | -100.0% | -$20.06万 | 清仓 |