RIVER'S EDGE WEALTH MANAGEMENT, LLC
BEAVER PA · SEC CIK 0002109861
$1.14亿2026Q2 申报市值
44持仓数
75.6%前十大占比 · 第一大 12.2%
0 / 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
IEFA 加仓+$48.98万
VIG 加仓+$45.55万
SCHM 加仓+$43.95万
VOO 加仓+$43.57万
QUAL 加仓+$31.89万
2026Q2 卖出最多 按季末市值估算
JMST 清仓-$22.52万
PLTR 清仓-$20.36万
IJH 减仓-$10.53万
DGRO 减仓-$10.00万
VB 减仓-$6.27万
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 |
|---|---|---|---|---|---|---|---|---|
| JMST | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -4,421 | -100.0% | -$22.52万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,423 | -100.0% | -$20.36万 | 清仓 |
| CALI | BLACKROCK ETF TRUST II | $20.94万 | 0.18% | 4,154 | 26 | 0.6% | $1,311 | 加仓 |
| NUEM | NUSHARES ETF TR | $24.97万 | 0.22% | 6,073 | 23 | 0.4% | $946 | 加仓 |
| IBDV | ISHARES TR | $25.03万 | 0.22% | 11,538 | 1,903 | 19.8% | $4.13万 | 加仓 |
| IJR | ISHARES TR | $26.41万 | 0.23% | 1,807 | -11 | -0.6% | -$1,607 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $28.65万 | 0.25% | 10,426 | -72 | -0.7% | -$1,979 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $28.91万 | 0.25% | 383 | 1 | 0.3% | $755 | 加仓 |
| AAPL | APPLE INC | $29.40万 | 0.26% | 898 | 14 | 1.6% | $4,584 | 加仓 |
| DGRO | ISHARES TR | $32.94万 | 0.29% | 4,298 | -1,305 | -23.3% | -$10.00万 | 减仓 |
| IQLT | ISHARES TR | $33.81万 | 0.30% | 6,790 | 101 | 1.5% | $5,029 | 加仓 |
| IBHI | ISHARES TR | $35.48万 | 0.31% | 15,228 | -474 | -3.0% | -$1.10万 | 减仓 |
| IBHH | ISHARES TR | $40.77万 | 0.36% | 17,410 | 116 | 0.7% | $2,717 | 加仓 |
| VB | VANGUARD INDEX FDS | $41.74万 | 0.37% | 1,405 | -211 | -13.1% | -$6.27万 | 减仓 |
| ISCG | ISHARES TR | $41.85万 | 0.37% | 6,601 | -255 | -3.7% | -$1.62万 | 减仓 |
| IBHF | ISHARES TR | $42.26万 | 0.37% | 18,749 | -1,314 | -6.5% | -$2.96万 | 减仓 |
| IBHG | ISHARES TR | $43.44万 | 0.38% | 19,719 | 119 | 0.6% | $2,622 | 加仓 |
| EFAV | ISHARES TR | $46.60万 | 0.41% | 5,168 | 63 | 1.2% | $5,681 | 加仓 |
| IWD | ISHARES TR | $47.76万 | 0.42% | 1,931 | 1 | 0.1% | $247 | 加仓 |
| IUSB | ISHARES TR | $59.29万 | 0.52% | 12,955 | -310 | -2.3% | -$1.42万 | 减仓 |
| IWF | ISHARES TR | $61.81万 | 0.54% | 5,002 | -238 | -4.5% | -$2.94万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $62.49万 | 0.55% | 17,195 | -1,017 | -5.6% | -$3.70万 | 减仓 |
| IBDU | ISHARES TR | $64.93万 | 0.57% | 28,112 | 994 | 3.7% | $2.30万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $68.97万 | 0.61% | 9,739 | -146 | -1.5% | -$1.03万 | 减仓 |
| IBDR | ISHARES TR | $73.89万 | 0.65% | 30,519 | -1,775 | -5.5% | -$4.30万 | 减仓 |
| IBDS | ISHARES TR | $81.89万 | 0.72% | 33,896 | -128 | -0.4% | -$3,093 | 减仓 |
| IBDT | ISHARES TR | $87.07万 | 0.77% | 34,566 | 495 | 1.5% | $1.25万 | 加仓 |
| IVV | ISHARES TR | $103.66万 | 0.91% | 1,367 | -26 | -1.9% | -$1.97万 | 减仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $108.78万 | 0.96% | 3,186 | -1 | -0.0% | -$341 | 减仓 |
| MUB | ISHARES TR | $114.45万 | 1.01% | 10,720 | 27 | 0.3% | $2,883 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $139.86万 | 1.23% | 27,855 | 1,575 | 6.0% | $7.91万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $142.56万 | 1.25% | 4,068 | 82 | 2.1% | $2.87万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $179.11万 | 1.58% | 44,334 | 4,271 | 10.7% | $17.25万 | 加仓 |
| IJH | ISHARES TR | $188.49万 | 1.66% | 24,923 | -1,392 | -5.3% | -$10.53万 | 减仓 |
| USMV | ISHARES TR | $275.25万 | 2.42% | 28,645 | 1,478 | 5.4% | $14.20万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $367.67万 | 3.23% | 37,571 | 1,953 | 5.5% | $19.11万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $446.35万 | 3.93% | 20,958 | 937 | 4.7% | $19.96万 | 加仓 |
| IEMG | ISHARES INC | $494.33万 | 4.35% | 62,040 | 1,603 | 2.7% | $12.77万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $548.87万 | 4.83% | 45,900 | 1,737 | 3.9% | $20.77万 | 加仓 |
| AGG | ISHARES TR | $623.38万 | 5.48% | 63,520 | 2,649 | 4.4% | $26.00万 | 加仓 |
| IGRO | ISHARES TR | $703.00万 | 6.19% | 77,946 | 3,404 | 4.6% | $30.70万 | 加仓 |
| IEFA | ISHARES TR | $848.20万 | 7.46% | 86,959 | 5,022 | 6.1% | $48.98万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,106.94万 | 9.74% | 46,636 | 1,919 | 4.3% | $45.55万 | 加仓 |
| QUAL | ISHARES TR | $1,129.57万 | 9.94% | 51,391 | 1,451 | 2.9% | $31.89万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,305.94万 | 11.49% | 18,823 | 628 | 3.5% | $43.57万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $1,387.73万 | 12.21% | 392,236 | 12,422 | 3.3% | $43.95万 | 加仓 |