RIVER'S EDGE WEALTH MANAGEMENT, LLC
BEAVER PA · SEC CIK 0002109861
$1.07亿2026Q1 申报市值
46持仓数
74.4%前十大占比 · 第一大 12.0%
2 / 0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
VOO 加仓+$149.60万
SCHM 加仓+$24.69万
IBDV 新建仓+$21.16万
PLTR 新建仓+$20.36万
AGG 加仓+$19.38万
2026Q1 卖出最多 按季末市值估算
VIG 减仓-$84.59万
VTEB 减仓-$9.30万
NUEM 减仓-$4.22万
JMST 减仓-$3.89万
IUSB 减仓-$3.77万
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 |
|---|---|---|---|---|---|---|---|---|
| SCHM | SCHWAB STRATEGIC TR | $1,278.83万 | 12.00% | 379,814 | 7,332 | 2.0% | $24.69万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,194.37万 | 11.21% | 18,195 | 2,279 | 14.3% | $149.60万 | 加仓 |
| QUAL | ISHARES TR | $1,035.75万 | 9.72% | 49,940 | 910 | 1.9% | $18.87万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,014.32万 | 9.52% | 44,717 | -3,729 | -7.7% | -$84.59万 | 减仓 |
| IEFA | ISHARES TR | $777.75万 | 7.30% | 81,937 | 1,661 | 2.1% | $15.77万 | 加仓 |
| IGRO | ISHARES TR | $650.15万 | 6.10% | 74,542 | 600 | 0.8% | $5.23万 | 加仓 |
| AGG | ISHARES TR | $606.21万 | 5.69% | 60,871 | 1,946 | 3.3% | $19.38万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $493.69万 | 4.63% | 44,163 | 1,471 | 3.4% | $16.44万 | 加仓 |
| IEMG | ISHARES INC | $472.44万 | 4.43% | 60,437 | 873 | 1.5% | $6.82万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $404.49万 | 3.80% | 20,021 | 677 | 3.5% | $13.68万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $339.44万 | 3.19% | 35,618 | 1,338 | 3.9% | $12.75万 | 加仓 |
| USMV | ISHARES TR | $255.59万 | 2.40% | 27,167 | 261 | 1.0% | $2.46万 | 加仓 |
| IJH | ISHARES TR | $191.55万 | 1.80% | 26,315 | 866 | 3.4% | $6.30万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $156.36万 | 1.47% | 40,063 | 2,502 | 6.7% | $9.77万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $133.60万 | 1.25% | 3,986 | 181 | 4.8% | $6.07万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $132.64万 | 1.24% | 26,280 | -1,842 | -6.6% | -$9.30万 | 减仓 |
| MUB | ISHARES TR | $114.81万 | 1.08% | 10,693 | -166 | -1.5% | -$1.78万 | 减仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $103.01万 | 0.97% | 3,187 | 350 | 12.3% | $11.31万 | 加仓 |
| IVV | ISHARES TR | $99.93万 | 0.94% | 1,393 | -3 | -0.2% | -$2,152 | 减仓 |
| IBDT | ISHARES TR | $86.40万 | 0.81% | 34,071 | 651 | 1.9% | $1.65万 | 加仓 |
| IBDS | ISHARES TR | $82.51万 | 0.77% | 34,024 | 972 | 2.9% | $2.36万 | 加仓 |
| IBDR | ISHARES TR | $78.31万 | 0.74% | 32,294 | 92 | 0.3% | $2,231 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $67.36万 | 0.63% | 9,885 | -220 | -2.2% | -$1.50万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $65.34万 | 0.61% | 18,212 | -360 | -1.9% | -$1.29万 | 减仓 |
| IBDU | ISHARES TR | $63.21万 | 0.59% | 27,118 | 83 | 0.3% | $1,935 | 加仓 |
| IWF | ISHARES TR | $62.77万 | 0.59% | 1,310 | 311 | 31.1% | $14.90万 | 加仓 |
| IUSB | ISHARES TR | $61.55万 | 0.58% | 13,265 | -812 | -5.8% | -$3.77万 | 减仓 |
| EFAV | ISHARES TR | $46.63万 | 0.44% | 5,105 | -88 | -1.7% | -$8,038 | 减仓 |
| IBHF | ISHARES TR | $45.88万 | 0.43% | 20,063 | 45 | 0.2% | $1,029 | 加仓 |
| VB | VANGUARD INDEX FDS | $45.80万 | 0.43% | 1,616 | -22 | -1.3% | -$6,235 | 减仓 |
| IWD | ISHARES TR | $43.93万 | 0.41% | 1,930 | -79 | -3.9% | -$1.80万 | 减仓 |
| IBHG | ISHARES TR | $43.51万 | 0.41% | 19,600 | 290 | 1.5% | $6,438 | 加仓 |
| ISCG | ISHARES TR | $41.50万 | 0.39% | 6,856 | -49 | -0.7% | -$2,966 | 减仓 |
| IBHH | ISHARES TR | $40.78万 | 0.38% | 17,294 | 270 | 1.6% | $6,367 | 加仓 |
| DGRO | ISHARES TR | $40.78万 | 0.38% | 5,603 | 1,472 | 35.6% | $10.71万 | 加仓 |
| IBHI | ISHARES TR | $36.91万 | 0.35% | 15,702 | 65 | 0.4% | $1,528 | 加仓 |
| IQLT | ISHARES TR | $32.77万 | 0.31% | 6,689 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $27.62万 | 0.26% | 10,498 | -279 | -2.6% | -$7,340 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $27.27万 | 0.26% | 382 | 0 | 0.0% | — | 不变 |
| NUEM | NUSHARES ETF TR | $24.80万 | 0.23% | 6,050 | -1,029 | -14.5% | -$4.22万 | 减仓 |
| IJR | ISHARES TR | $24.78万 | 0.23% | 1,818 | -67 | -3.6% | -$9,133 | 减仓 |
| AAPL | APPLE INC | $23.96万 | 0.22% | 884 | 13 | 1.5% | $3,524 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $22.52万 | 0.21% | 4,421 | -763 | -14.7% | -$3.89万 | 减仓 |
| IBDV | ISHARES TR | $21.16万 | 0.20% | 9,635 | 9,635 | — | $21.16万 | 新建仓 |
| CALI | BLACKROCK ETF TRUST II | $20.85万 | 0.20% | 4,128 | 17 | 0.4% | $859 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $20.36万 | 0.19% | 1,423 | 1,423 | — | $20.36万 | 新建仓 |