RVW Wealth, LLC 13F 持仓 · 2026年Q3
RVW Wealth 在 2026年Q3(报告期截至 2026-09-30)的 SEC 13F 申报中报告了 185 只证券,申报市值合计 15.58 亿美元。前几大持仓:DFAU(15.86%)、AVUS(7.49%)、DGRW(5.20%)。本季前 25 大持仓中:增持 11 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL US CORE EQUITY MARKT ETF | $247.2M | 15.86% | 4.7M | 减持 |
| 2 | AVUS | AMERICAN CENTURY INVESTMENTS U S EQT ETF | $116.7M | 7.49% | 910,991 | 增持 |
| 3 | DGRW | Wisdomtree US Divid Etf | $81.1M | 5.20% | 833,624 | 减持 |
| 4 | QGRW | WISDOMTREE US QUALITY GROWTH ETF | $76.7M | 4.92% | 1.1M | 增持 |
| 5 | JQUA | JP MORGAN ETF TRUST US QUALTY FCTR ETF | $74.5M | 4.78% | 1.0M | 增持 |
| 6 | DFAI | Dimensional International Cr Eq Mkt ETF | $57.3M | 3.68% | 1.4M | 减持 |
| 7 | VFLO | VictoryShares Free Cash Flow ETF | $56.9M | 3.65% | 1.1M | 增持 |
| 8 | IQLT | ISHARES TRUST INTL QLTY FACTOR ETF | $49.0M | 3.15% | 990,798 | 增持 |
| 9 | RDVY | First Trst Nasdaq Rsng | $46.7M | 3.00% | 596,440 | 增持 |
| 10 | AAPL | Apple Computer Inc | $45.1M | 2.89% | 135,425 | 增持 |
| 11 | SPMO | INVESCO EXCHANGE TRADED FUND T S&P 500 MOMNTM ETF | $41.3M | 2.65% | 272,587 | 增持 |
| 12 | DFAE | Dimensional Emerging Core Equity Mkt ETF | $32.2M | 2.07% | 819,234 | 减持 |
| 13 | AVDE | AMERICAN CENTURY INVESTMENTS I NTL EQT ETF | $32.1M | 2.06% | 356,653 | 增持 |
| 14 | IBDS | iShares iBonds Dec 2027 Term Corp ETF | $30.1M | 1.93% | 1.2M | 减持 |
| 15 | IBDT | ISHARES TRUST IBDS DEC28 ETF | $29.8M | 1.92% | 1.2M | 减持 |
| 16 | QUAL | iShares MSCI USA Quality Factor ETF | $29.1M | 1.87% | 131,123 | 减持 |
| 17 | IBDU | ISHARES TRUST IBONDS DEC 29 ET F | $28.1M | 1.81% | 1.2M | 增持 |
| 18 | IYW | iShares U.S. Technology ETF | $27.8M | 1.78% | 104,891 | 增持 |
| 19 | QTEC | First Tr Nasdaq 100 Fund | $27.4M | 1.76% | 83,066 | 减持 |
| 20 | SPTM | SPDR SERIES TRUST PORTFOLIO TL STK ETF | $27.4M | 1.76% | 297,605 | 减持 |
| 21 | IBDR | ISHARES TRUST IBONDS DEC2026 E TF | $26.7M | 1.71% | 1.1M | 减持 |
| 22 | IBDV | ISHARES TRUST IBONDS DEC 2030 TERM CORPOR | $25.9M | 1.66% | 1.2M | 减持 |
| 23 | TILT | Flexshares Morningstar | $18.9M | 1.21% | 68,171 | 减持 |
| 24 | RWK | INVESCO EXCHANGE TRADED FUND T S&P MDCP 400 REV ET | $17.7M | 1.14% | 128,109 | 减持 |
| 25 | QQQ | Powershs Qqq TRUST Ser | $15.5M | 0.99% | 20,887 | 减持 |
来源:SEC 13F 申报文件 · 截至 2026-09-30
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