跳到正文

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
1DFAUDIMENSIONAL US CORE EQUITY MARKT ETF$247.2M15.86%4.7M减持
2AVUSAMERICAN CENTURY INVESTMENTS U S EQT ETF$116.7M7.49%910,991增持
3DGRWWisdomtree US Divid Etf$81.1M5.20%833,624减持
4QGRWWISDOMTREE US QUALITY GROWTH ETF$76.7M4.92%1.1M增持
5JQUAJP MORGAN ETF TRUST US QUALTY FCTR ETF$74.5M4.78%1.0M增持
6DFAIDimensional International Cr Eq Mkt ETF$57.3M3.68%1.4M减持
7VFLOVictoryShares Free Cash Flow ETF$56.9M3.65%1.1M增持
8IQLTISHARES TRUST INTL QLTY FACTOR ETF$49.0M3.15%990,798增持
9RDVYFirst Trst Nasdaq Rsng$46.7M3.00%596,440增持
10AAPLApple Computer Inc$45.1M2.89%135,425增持
11SPMOINVESCO EXCHANGE TRADED FUND T S&P 500 MOMNTM ETF$41.3M2.65%272,587增持
12DFAEDimensional Emerging Core Equity Mkt ETF$32.2M2.07%819,234减持
13AVDEAMERICAN CENTURY INVESTMENTS I NTL EQT ETF$32.1M2.06%356,653增持
14IBDSiShares iBonds Dec 2027 Term Corp ETF$30.1M1.93%1.2M减持
15IBDTISHARES TRUST IBDS DEC28 ETF$29.8M1.92%1.2M减持
16QUALiShares MSCI USA Quality Factor ETF$29.1M1.87%131,123减持
17IBDUISHARES TRUST IBONDS DEC 29 ET F$28.1M1.81%1.2M增持
18IYWiShares U.S. Technology ETF$27.8M1.78%104,891增持
19QTECFirst Tr Nasdaq 100 Fund$27.4M1.76%83,066减持
20SPTMSPDR SERIES TRUST PORTFOLIO TL STK ETF$27.4M1.76%297,605减持
21IBDRISHARES TRUST IBONDS DEC2026 E TF$26.7M1.71%1.1M减持
22IBDVISHARES TRUST IBONDS DEC 2030 TERM CORPOR$25.9M1.66%1.2M减持
23TILTFlexshares Morningstar$18.9M1.21%68,171减持
24RWKINVESCO EXCHANGE TRADED FUND T S&P MDCP 400 REV ET$17.7M1.14%128,109减持
25QQQPowershs Qqq TRUST Ser$15.5M0.99%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