Revolve Wealth Partners, LLC 13F 持仓 · 2026年Q2
Revolve Wealth Partners 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 350 只证券,申报市值合计 9.65 亿美元。前几大持仓:VTI(13.87%)、IEFA(5.33%)、IVAL(4.48%)。本季前 25 大持仓中:增持 23 只、减持 2 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $133.9M | 13.87% | 361,842 | 增持 |
| 2 | IEFA | ISHARES TR | $51.4M | 5.33% | 532,594 | 增持 |
| 3 | IVAL | EA SERIES TRUST | $43.2M | 4.48% | 1.3M | 增持 |
| 4 | QMOM | EA SERIES TRUST | $32.4M | 3.36% | 411,612 | 增持 |
| 5 | ITAN | EA SERIES TRUST | $31.3M | 3.24% | 747,367 | 增持 |
| 6 | SCHF | SCHWAB STRATEGIC TR | $29.8M | 3.09% | 1.1M | 增持 |
| 7 | SYLD | CAMBRIA ETF TR | $29.6M | 3.07% | 374,169 | 增持 |
| 8 | HYMB | SPDR SERIES TRUST | $28.9M | 3.00% | 1.1M | 增持 |
| 9 | AAPL | APPLE INC | $20.7M | 2.14% | 71,400 | 增持 |
| 10 | TFI | SPDR SERIES TRUST | $20.6M | 2.13% | 449,303 | 增持 |
| 11 | IQDG | WISDOMTREE TR | $19.6M | 2.03% | 454,107 | 增持 |
| 12 | DLN | WISDOMTREE TR | $19.1M | 1.98% | 198,080 | 增持 |
| 13 | DFCF | DIMENSIONAL ETF TRUST | $18.7M | 1.94% | 442,818 | 增持 |
| 14 | SCHZ | SCHWAB STRATEGIC TR | $17.5M | 1.81% | 756,987 | 增持 |
| 15 | AVUV | AMERICAN CENTY ETF TR | $16.2M | 1.68% | 130,028 | 增持 |
| 16 | NVDA | NVIDIA CORPORATION | $15.9M | 1.65% | 79,631 | 增持 |
| 17 | HYD | VANECK ETF TRUST | $15.4M | 1.60% | 299,809 | 增持 |
| 18 | IVV | ISHARES TR | $15.4M | 1.59% | 20,525 | 增持 |
| 19 | SCHG | SCHWAB STRATEGIC TR | $14.3M | 1.48% | 421,950 | 减持 |
| 20 | MUB | ISHARES TR | $13.2M | 1.37% | 123,079 | 增持 |
| 21 | SCHX | SCHWAB STRATEGIC TR | $12.1M | 1.26% | 412,375 | 减持 |
| 22 | MSFT | MICROSOFT CORP | $10.3M | 1.07% | 27,690 | 增持 |
| 23 | TBIL | RBB FD INC | $9.7M | 1.00% | 194,142 | 增持 |
| 24 | VEA | VANGUARD TAX-MANAGED FDS | $9.3M | 0.96% | 130,065 | 增持 |
| 25 | VUG | VANGUARD INDEX FDS | $7.7M | 0.80% | 89,754 | 增持 |
来源:SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓,以及相对上季度的变化。
13F 持仓,最新季度
来源SEC EDGAR13F-HR