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Livermore
Livermore
中文EN

Ritholtz Wealth Management

SEC CIK
0001698218
最新申報
2026/8/11

2025 年第 3 季持倉

持倉截至 2025/9/30，2025/10/28 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。

機構總覽
持股檔數
1,040
較 2025 年第 2 季 +55
總值
$51.4 億
較 2025 年第 2 季 +$6.14 億 (+13.6%)
申報日
2025/10/28
SEC
Ritholtz Wealth Management 在 2025 年第 3 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
Vanguard Morningstar Total Stock Market ETF922908769ETF1,374,352$4.51 億8.8%+64,303+4.9%加碼–
iShares Core S&P 500 ETF464287200ETF544,892$3.65 億7.1%+10,933+2.0%加碼–
Invesco QQQ Trust Series I46090E103ETF389,249$2.34 億4.5%+6,413+1.7%加碼–
iShares Tr46429B7470-5 YR TIPS ETF2,146,439$2.22 億4.3%+121,719+6.0%加碼–
Fidelity Merrimack STR Tr316188309TOTAL BD ETF3,777,828$1.75 億3.4%+166,900+4.6%加碼–
AAPLApple Inc.Stock560,086$1.43 億2.8%+24,979+4.7%加碼歷史
Vanguard Total Bond Market ETF921937835ETF1,732,219$1.29 億2.5%+74,817+4.5%加碼–
SPYSPDR S&P 500 ETF TrustETF189,909$1.27 億2.5%+3,356+1.8%加碼歷史
NVDANVIDIA CorpStock647,487$1.21 億2.3%+44,534+7.4%加碼歷史
Vanguard Wellington FD921935508US MOMENTUM628,387$1.20 億2.3%+30,641+5.1%加碼–
iShares Core U.S. Aggregate Bond ETF464287226ETF1,152,137$1.16 億2.2%+79,849+7.4%加碼–
iShares Core MSCI Eafe ETF46432F842ETF1,259,504$1.10 億2.1%+30,285+2.5%加碼–
Dimensional ETF Trust25434V815US SMALL CAP ETF3,449,699$1.10 億2.1%+238,872+7.4%加碼–
MSFTMicrosoft CorpStock178,794$9,261 萬1.8%+10,103+6.0%加碼歷史
Dimensional ETF Trust25434V781INTL SMALL CAP V2,107,867$7,523 萬1.5%+75,872+3.7%加碼–
iShares Tr46434V449MSCI INTL MOMENT1,537,185$7,360 萬1.4%+68,074+4.6%加碼–
iShares Core MSCI Emerging Markets ETF46434G103ETF868,236$5,723 萬1.1%+24,840+2.9%加碼–
AMZNAmazon Com IncStock243,542$5,347 萬1.0%+16,643+7.3%加碼歷史
Dimensional ETF Trust25434V740EMERGING MKTS VA1,303,809$4,158 萬0.8%+56,010+4.5%加碼–
iShares Tr464288646ISHS 1-5YR INVS756,152$4,010 萬0.8%−18,508−2.4%減碼–
GOOGLAlphabet Inc.Stock152,439$3,706 萬0.7%+13,879+10.0%加碼歷史
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF328,246$3,659 萬0.7%+37,608+12.9%加碼–
GOOGAlphabet Inc.Stock126,673$3,085 萬0.6%+8,603+7.3%加碼歷史
AVGOBroadcom Inc.Stock92,344$3,047 萬0.6%+6,585+7.7%加碼歷史
JPMJPMorgan Chase & CoStock93,552$2,951 萬0.6%+6,365+7.3%加碼歷史
METAMeta Platforms, Inc.Stock38,112$2,799 萬0.5%+2,947+8.4%加碼歷史
iShares Tr464288158SHRT NAT MUN ETF259,087$2,767 萬0.5%+4,770+1.9%加碼–
ORIOld Republic International CorpCOM581,361$2,469 萬0.5%+3,141+0.5%加碼歷史
TSLATesla, Inc.Stock53,666$2,387 萬0.5%+3,423+6.8%加碼歷史
WMTWalmart Inc.Stock228,597$2,356 萬0.5%+8,639+3.9%加碼歷史
VVisa Inc.Stock67,302$2,298 萬0.4%+2,016+3.1%加碼歷史
BRK.BBerkshire Hathaway IncStock44,850$2,255 萬0.4%+107+0.2%加碼歷史
ORCLOracle CorpStock76,866$2,162 萬0.4%+2,191+2.9%加碼歷史
COSTCostco Wholesale CorpStock21,411$1,982 萬0.4%−120−0.6%減碼歷史
TSMTaiwan Semiconductor Manufacturing Co LtdADR68,345$1,909 萬0.4%+844+1.3%加碼歷史
LLYEli Lilly & CoStock23,016$1,756 萬0.3%+877+4.0%加碼歷史
iShares Core S&P Small Cap ETF464287804ETF144,818$1,721 萬0.3%+3,089+2.2%加碼–
JNJJohnson & JohnsonStock84,380$1,565 萬0.3%+11,547+15.9%加碼歷史
iShares Tr4642874407-10 YR TRSY BD154,273$1,488 萬0.3%+6,163+4.2%加碼–
Vanguard Ftse Developed Markets ETF921943858ETF240,165$1,439 萬0.3%−9,523−3.8%減碼–
GILDGilead Sciences, Inc.Stock127,453$1,415 萬0.3%+12,287+10.7%加碼歷史
NVSNovartis AGADR101,506$1,302 萬0.3%+841+0.8%加碼歷史
CCitigroup IncStock120,888$1,227 萬0.2%+30,418+33.6%加碼歷史
MOAltria Group, Inc.Stock185,444$1,225 萬0.2%+6,067+3.4%加碼歷史
EMEEMCOR Group, Inc.Stock18,820$1,222 萬0.2%−1,530−7.5%減碼歷史
iShares Tr4642886613 7 YR TREAS BD101,668$1,215 萬0.2%+25,723+33.9%加碼–
MAMastercard IncStock21,060$1,198 萬0.2%+1,281+6.5%加碼歷史
HDHome Depot, Inc.Stock28,624$1,160 萬0.2%+3,871+15.6%加碼歷史
PMPhilip Morris International Inc.Stock71,008$1,152 萬0.2%−9,985−12.3%減碼歷史
CLSCelestica IncStock46,014$1,134 萬0.2%−8,231−15.2%減碼歷史
NFLXNetflix IncStock9,338$1,119 萬0.2%+584+6.7%加碼歷史
PGProcter & Gamble CoStock72,206$1,109 萬0.2%−7,636−9.6%減碼歷史
Vanguard Morningstar Growth ETF922908736ETF23,041$1,105 萬0.2%+855+3.9%加碼–
BACBank of America CorpStock210,199$1,084 萬0.2%+11,646+5.9%加碼歷史
TRVTravelers Companies, Inc.Stock38,536$1,076 萬0.2%+945+2.5%加碼歷史
IDCCInterDigital, Inc.COM30,226$1,043 萬0.2%−935−3.0%減碼歷史
MCKMcKesson CorpStock13,405$1,036 萬0.2%−68−0.5%減碼歷史
ABBVAbbVie Inc.Stock43,725$1,012 萬0.2%+2,113+5.1%加碼歷史
BKNGBooking Holdings Inc.Stock1,866$1,008 萬0.2%+675+56.7%加碼歷史
VZVerizon Communications IncStock228,066$1,002 萬0.2%+22,650+11.0%加碼歷史
HSBCHSBC Holdings PLCSPON ADR NEW140,354$996.2 萬0.2%+7,535+5.7%加碼歷史
XOMExxonMobil Holdings CorpCOM86,994$980.9 萬0.2%+4,671+5.7%加碼歷史
HIGHartford Insurance Group, Inc.Stock73,012$973.9 萬0.2%+2,584+3.7%加碼歷史
BBVABanco Bilbao Vizcaya Argentaria, S.A.SPONSORED ADR503,437$969.1 萬0.2%+340.0%加碼歷史
iShares Russell 1000 Value ETF464287598ETF44,698$910.0 萬0.2%+926+2.1%加碼–
BABAAlibaba Group Holding LtdADR48,415$865.3 萬0.2%+2,349+5.1%加碼歷史
PHMPultegroup IncCOM63,883$844.1 萬0.2%+2,589+4.2%加碼歷史
iShares Tr4642874571 3 YR TREAS BD100,428$833.2 萬0.2%+2,080+2.1%加碼–
TPRTapestry, Inc.COM73,486$832.0 萬0.2%+28,477+63.3%加碼歷史
BRK.ABerkshire Hathaway IncCL A11$829.6 萬0.2%00.0%不變歷史
Vanguard S&P 500 ETF922908363ETF13,523$828.1 萬0.2%+3,723+38.0%加碼–
BTIBritish American Tobacco p.l.c.SPONSORED ADR153,742$816.1 萬0.2%−10,244−6.2%減碼歷史
GSGoldman Sachs Group IncStock10,192$811.6 萬0.2%+709+7.5%加碼歷史
TAT&T Inc.Stock282,767$798.5 萬0.2%+20,694+7.9%加碼歷史
ABTAbbott LaboratoriesStock58,608$785.0 萬0.2%−7,270−11.0%減碼歷史
UNPUnion Pacific CorpStock32,860$776.7 萬0.2%+6,153+23.0%加碼歷史
RTXRTX CorpStock45,646$763.8 萬0.1%+2,888+6.8%加碼歷史
ADPAutomatic Data Processing IncStock25,524$749.1 萬0.1%+779+3.1%加碼歷史
SAPSAP SEADR27,937$746.5 萬0.1%−71−0.3%減碼歷史
VODVodafone Group Public Ltd CoADR643,452$746.4 萬0.1%+95,088+17.3%加碼歷史
FASTFastenal CoStock150,568$738.4 萬0.1%+102,404+212.6%加碼歷史
SONYSony Group CorpSPONSORED ADR255,751$736.3 萬0.1%+44,113+20.8%加碼歷史
APPAppLovin CorpCOM CL A10,226$734.8 萬0.1%−1,465−12.5%減碼歷史
GEGeneral Electric CoStock24,184$727.5 萬0.1%+1,083+4.7%加碼歷史
EQNREquinor ASASPONSORED ADR296,128$722.0 萬0.1%+4,059+1.4%加碼歷史
iShares Tr46434V4070-5YR HI YL CP165,452$716.4 萬0.1%+63,428+62.2%加碼–
MDTMedtronic plcStock74,049$705.2 萬0.1%+7,933+12.0%加碼歷史
FICOFair Isaac CorpCOM4,696$702.8 萬0.1%+254+5.7%加碼歷史
MLIMueller Industries IncCOM69,291$700.6 萬0.1%+1,788+2.6%加碼歷史
RELXRELX PLCSPONSORED ADR146,252$698.5 萬0.1%−635−0.4%減碼歷史
WFCWells Fargo & CompanyStock83,317$698.4 萬0.1%+4,597+5.8%加碼歷史
CSCOCisco Systems, Inc.Stock97,653$668.1 萬0.1%+18,333+23.1%加碼歷史
CATCaterpillar IncStock13,960$666.1 萬0.1%+1,001+7.7%加碼歷史
DBDeutsche Bank AktiengesellschaftNAMEN AKT187,926$665.4 萬0.1%−2,755−1.4%減碼歷史
AZNAstraZeneca PLCSPONSORED ADR85,472$655.7 萬0.1%+1,786+2.1%加碼歷史
PLTRPalantir Technologies Inc.Stock35,290$643.8 萬0.1%+2,543+7.8%加碼歷史
Schwab Fundamental International Equity ETF808524755ETF149,291$641.4 萬0.1%+1,303+0.9%加碼–
EBAYeBay IncCOM70,261$639.0 萬0.1%+3,408+5.1%加碼歷史
UNHUnitedHealth Group IncStock17,953$619.9 萬0.1%+3,943+28.1%加碼歷史
Vanguard Ftse Emerging Markets ETF922042858ETF113,571$615.3 萬0.1%−2,160−1.9%減碼–

選擇權（2 檔）

同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。

Ritholtz Wealth Management 在 2025 年第 3 季的選擇權部位
證券類別賣權買權
NVDANVIDIA CorpStock–$37.0 萬
SPYSPDR S&P 500 ETF TrustETF$4.39 萬–

2025 年第 2 季之後清倉（86 檔）

2025 年第 2 季季末還持有、這份申報已經沒有的部位。

Ritholtz Wealth Management 在 2025 年第 2 季之後清倉的部位
證券類別2025 年第 2 季股數2025 年第 2 季市值2025 年第 2 季佔組合 %紀錄
MKCMcCormick & Co IncStock20,333$154.2 萬<0.1%歷史
GMSGMS Inc.COM9,333$101.5 萬<0.1%歷史
VMRKVivmark ResidentialSH BEN INT12,690$85.6 萬<0.1%歷史
NDSNNordson CorpCOM3,325$71.3 萬<0.1%歷史
JPMorgan Nasdaq Equity Premium Income ETF46654Q203ETF11,576$63.0 萬<0.1%–
PMTSCPI Card Group Inc.COM NEW24,119$57.2 萬<0.1%歷史
RBB FD Inc74933W486US TREASY 2 YR11,633$56.5 萬<0.1%–
iShares Core S&P U.S. Growth ETF464287671ETF3,244$48.8 萬<0.1%–
ELSEquity Lifestyle Properties IncCOM7,710$47.5 萬<0.1%歷史
NRDYNerdy Inc.CL A COM280,358$45.7 萬<0.1%歷史
iShares Ibonds Dec 2028 Term Corporate ETF46435U515ETF17,750$45.1 萬<0.1%–
JBSJBS N.V.ADR30,027$43.9 萬<0.1%歷史
iShares Core S&P US Value ETF464287663ETF3,975$37.6 萬<0.1%–
MOHMolina Healthcare, Inc.COM1,219$36.3 萬<0.1%歷史
iShares Ibonds Dec 2030 Term Corporate ETF46436E726ETF15,815$34.8 萬<0.1%–
State Street Communication Services Select Sector SPDR ETF81369Y852ETF3,151$34.2 萬<0.1%–
XELXcel Energy IncStock4,958$33.8 萬<0.1%歷史
AVAVAeroVironment IncCOM1,158$33.0 萬<0.1%歷史
MAAMid America Apartment Communities Inc.COM2,013$29.8 萬<0.1%歷史
NTRANatera, Inc.COM1,754$29.6 萬<0.1%歷史
CRCLCircle Internet Group, Inc.COM CL A1,610$29.2 萬<0.1%歷史
SLVMSylvamo CorpCOMMON STOCK5,761$28.9 萬<0.1%歷史
EQXEquinox Gold Corp.COM49,000$28.2 萬<0.1%歷史
FDSFactset Research Systems IncStock627$28.1 萬<0.1%歷史
State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847ETF5,142$28.0 萬<0.1%–
iShares Tr46428743220 YR TR BD ETF3,083$27.2 萬<0.1%–
RDDTReddit, Inc.Stock1,800$27.1 萬<0.1%歷史
LZBLa-Z-Boy IncCOM7,277$27.0 萬<0.1%歷史
KIMKimco Realty CorpCOM12,777$26.9 萬<0.1%歷史
iShares Ibonds Dec 2031 Term Corporate ETF46436E486ETF12,700$26.7 萬<0.1%–
VanEck ETF Trust92189F106GOLD MINERS ETF5,085$26.5 萬<0.1%–
CNMCore & Main, Inc.CL A4,341$26.2 萬<0.1%歷史
XPOXPO, Inc.COM2,061$26.0 萬<0.1%歷史
SEMSelect Medical Holdings CorpCOM17,108$26.0 萬<0.1%歷史
WFGWest Fraser Timber Co., LtdCOM3,438$25.2 萬<0.1%歷史
PNRGPrimeenergy Resources CorpCOM1,709$25.0 萬<0.1%歷史
TAYDTaylor Devices, Inc.COM5,749$25.0 萬<0.1%歷史
TAPMolson Coors Beverage CoCL B5,031$24.2 萬<0.1%歷史
JNPRJuniper Networks IncCOM6,001$24.0 萬<0.1%歷史
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX2,719$23.7 萬<0.1%–
CBTCabot CorpCOM3,110$23.3 萬<0.1%歷史
BCCBoise Cascade CoCOM2,617$22.7 萬<0.1%歷史
RRXRegal Rexnord CorpCOM1,534$22.2 萬<0.1%歷史
WLFCWillis Lease Finance CorpCOM1,557$22.2 萬<0.1%歷史
WATWaters CorpCOM636$22.2 萬<0.1%歷史
Fidelity MSCI Information Technology Index ETF316092808ETF1,125$22.2 萬<0.1%–
PNRPENTAIR plcSHS2,127$21.8 萬<0.1%歷史
OKEONEOK IncCOM2,672$21.8 萬<0.1%歷史
REGRegency Centers CorpCOM2,932$20.9 萬<0.1%歷史
SPDR Series Trust78468R523ST STR BL 12 ETF2,070$20.6 萬<0.1%–
CAGConagra Brands Inc.Stock10,021$20.5 萬<0.1%歷史
iShares Tr464288687PFD AND INCM SEC6,685$20.5 萬<0.1%–
BF.BBrown Forman CorpStock7,616$20.5 萬<0.1%歷史
FNFFidelity National Financial, Inc.COM SHS3,638$20.4 萬<0.1%歷史
REGNRegeneron Pharmaceuticals, Inc.COM386$20.3 萬<0.1%歷史
American Centy ETF Tr025072703INTL EQT ETF2,737$20.3 萬<0.1%–
EWEdwards Lifesciences CorpStock2,590$20.3 萬<0.1%歷史
VLGEAVillage Super Market IncCL A NEW5,247$20.2 萬<0.1%歷史
TWTradeweb Markets Inc.Stock1,378$20.2 萬<0.1%歷史
DOCUDocuSign, Inc.Stock2,588$20.2 萬<0.1%歷史
CRSCarpenter Technology CorpCOM726$20.1 萬<0.1%歷史
DNOWDNOW Inc.COM12,617$18.7 萬<0.1%歷史
MDPediatrix Medical Group, Inc.COM11,866$17.0 萬<0.1%歷史
CRTCross Timbers Royalty TrustTR UNIT17,061$16.9 萬<0.1%歷史
STRWStrawberry Fields REIT, Inc.COM15,668$16.5 萬<0.1%歷史
LBTYKLiberty Global Ltd.COM CL C14,944$15.4 萬<0.1%歷史
DSPViant Technology Inc.COM CL A11,455$15.2 萬<0.1%歷史
INMDInMode Ltd.SHS10,435$15.1 萬<0.1%歷史
AOUTAmerican Outdoor Brands, Inc.COM13,502$14.1 萬<0.1%歷史
AFCGAdvanced Flower Capital Inc.COM31,340$14.0 萬<0.1%歷史
BCICBCP Investment CorpCOM NEW10,643$13.3 萬<0.1%歷史
MRCCMonroe Capital CorpCOM18,135$11.5 萬<0.1%歷史
ESRTEmpire State Realty Trust, Inc.CL A13,798$11.2 萬<0.1%歷史
IAGIamgold CorpCOM15,000$11.0 萬<0.1%歷史
SHOSunstone Hotel Investors, Inc.COM11,626$10.1 萬<0.1%歷史
CVUCpi Aerostructures IncCOM NEW26,779$9.37 萬<0.1%歷史
SRTSSensus Healthcare, Inc.COM18,490$8.76 萬<0.1%歷史
BRF SA10552T107SPONSORED ADR23,617$8.62 萬<0.1%–
SWIMLatham Group, Inc.COM12,735$8.12 萬<0.1%歷史
IMMRImmersion CorpCOM10,034$7.91 萬<0.1%歷史
CHMICherry Hill Mortgage Investment CorpCOM24,002$6.55 萬<0.1%歷史
JMIAJumia Technologies AGSPONSORED ADS13,157$5.29 萬<0.1%歷史
CURVTorrid Holdings Inc.COM16,972$5.01 萬<0.1%歷史
DCGODocGo Inc.COM25,311$3.97 萬<0.1%歷史
BBDOBank BradescoSPONSORED ADR10,927$2.98 萬<0.1%歷史
PASGPassage BIO, Inc.COM25,392$1.02 萬<0.1%歷史