RVW Wealth, LLC
- SEC CIK
- 0001756543
2026 年第 2 季 持倉
持倉截至 2026/6/30，申報日 2026/7/7。SEC
- 持股檔數
- 183
- 較 2026 年第 1 季 +7
- 總值
- $15.19 億
- 較 2026 年第 1 季 +$2.35 億 (+18.3%)
持股
只含多頭部位。變化是跟 2026 年第 1 季 比股數。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 歷年 |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST25434V104 | US CORE EQT MKT | 4,825,000 | $2.49 億 | 16.42% | +194,465+4.2% | 加碼 | – |
| AMERICAN CENTY ETF TR025072885 | US EQT ETF | 826,494 | $1.06 億 | 6.97% | +23,940+3.0% | 加碼 | – |
| WISDOMTREE TR97717X669 | US QTLY DIV GRT | 842,307 | $8,054.14 萬 | 5.30% | +12,345+1.5% | 加碼 | – |
| WISDOMTREE TR97717Y477 | US QUALITY GROW | 1,073,242 | $7,086.62 萬 | 4.67% | +7,601+0.7% | 加碼 | – |
| J P MORGAN EXCHANGE TRADED F46641Q761 | US QUALTY FCTR | 952,795 | $6,886.8 萬 | 4.53% | +34,691+3.8% | 加碼 | – |
| DIMENSIONAL ETF TRUST25434V203 | INTL CORE EQT MK | 1,527,623 | $6,301.45 萬 | 4.15% | +71,135+4.9% | 加碼 | – |
| FIRST TRUST RISING DIVIDEND ACHIEVERS ETF33738R506 | ETF | 586,906 | $4,757.46 萬 | 3.13% | +16,196+2.8% | 加碼 | – |
| ISHARES TR46434V456 | MSCI INTL QUALTY | 958,361 | $4,748.68 萬 | 3.13% | +36,584+4.0% | 加碼 | – |
| VICTORY PORTFOLIOS II92647X830 | SHS FR CA FL ETF | 1,018,265 | $4,658.56 萬 | 3.07% | +17,647+1.8% | 加碼 | – |
| INVESCO EXCH TRADED FD TR II46138E339 | S&P 500 MOMNTM | 259,247 | $4,187.88 萬 | 2.76% | +12,038+4.9% | 加碼 | – |
| AAPLAPPLE INC COM | Stock | 132,157 | $3,824.09 萬 | 2.52% | −3,831−2.8% | 減碼 | 查看 |
| DIMENSIONAL EMERGING CORE EQUITY MARKET ETF25434V302 | ETF | 892,305 | $3,587.96 萬 | 2.36% | +33,740+3.9% | 加碼 | – |
| ISHARES IBONDS DEC 2027 TERM CORPORATE ETF46435UAA9 | ETF | 1,272,324 | $3,081.57 萬 | 2.03% | +54,404+4.5% | 加碼 | – |
| ISHARES IBONDS DEC 2028 TERM CORPORATE ETF46435U515 | ETF | 1,206,680 | $3,046.87 萬 | 2.01% | +47,454+4.1% | 加碼 | – |
| ISHARES MSCI USA QUALITY FACTOR ETF46432F339 | ETF | 131,903 | $2,894.36 萬 | 1.91% | +417+0.3% | 加碼 | – |
| ISHARES IBONDS DEC 2030 TERM CORPORATE ETF46436E726 | ETF | 1,309,276 | $2,854.22 萬 | 1.88% | +103,166+8.6% | 加碼 | – |
| ISHARES IBONDS DEC 2026 TERM CORPORATE ETF46435GAA0 | ETF | 1,165,091 | $2,823.02 萬 | 1.86% | +24,546+2.2% | 加碼 | – |
| ISHARES IBONDS DEC 2029 TERM CORPORATE ETF46436E205 | ETF | 1,210,684 | $2,803.94 萬 | 1.85% | +61,905+5.4% | 加碼 | – |
| FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND337345102 | ETF | 83,527 | $2,795.57 萬 | 1.84% | −299−0.4% | 減碼 | – |
| SPDR SERIES TRUST78464A805 | ST STR PR SP1500 | 304,009 | $2,760.1 萬 | 1.82% | +1,540+0.5% | 加碼 | – |
| AMERICAN CENTY ETF TR025072703 | INTL EQT ETF | 292,799 | $2,611.77 萬 | 1.72% | +1,627+0.6% | 加碼 | – |
| ISHARES TR464287721 | U.S. TECH ETF | 89,777 | $2,264.43 萬 | 1.49% | +1,011+1.1% | 加碼 | – |
| FLEXSHARES TR33939L100 | MORNSTAR USMKT | 68,346 | $1,886.81 萬 | 1.24% | +53+0.1% | 加碼 | – |
| INVESCO EXCH TRADED FD TR II46138G672 | S&P MDCP 400 REV | 128,463 | $1,878.88 萬 | 1.24% | +10,876+9.2% | 加碼 | – |
| INVESCO QQQ TRUST SERIES I46090E103 | ETF | 21,209 | $1,561.83 萬 | 1.03% | −97−0.5% | 減碼 | – |
| NUSHARES ETF TR67092P201 | NUVEEN ESG LRGCP | 132,672 | $1,553.06 萬 | 1.02% | +4,437+3.5% | 加碼 | – |
| PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF69374H360 | ETF | 385,836 | $1,548.99 萬 | 1.02% | +43,848+12.8% | 加碼 | – |
| HOGHARLEY DAVIDSON INC | COM | 604,052 | $1,477.51 萬 | 0.97% | +604,052 | 新進 | 查看 |
| ISHARES MSCI EAFE ETF464287465 | ETF | 138,439 | $1,438.1 萬 | 0.95% | −3,672−2.6% | 減碼 | – |
| FIRST TR EXCHANGE-TRADED FD33734X176 | TECH ALPHADEX | 63,865 | $1,387.28 萬 | 0.91% | +2,234+3.6% | 加碼 | – |
| STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF78468R853 | ETF | 174,960 | $1,008.99 萬 | 0.66% | +21,844+14.3% | 加碼 | – |
| INVESCO EXCHANGE TRADED FD T46137V357 | S&P500 EQL WGT | 42,246 | $898.86 萬 | 0.59% | +14,697+53.3% | 加碼 | – |
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF922908769 | ETF | 22,978 | $850.27 萬 | 0.56% | +5,622+32.4% | 加碼 | – |
| NVDANVIDIA CORPORATION COM | Stock | 41,627 | $832.91 萬 | 0.55% | −24−0.1% | 減碼 | 查看 |
| J P MORGAN EXCHANGE TRADED F46641Q886 | DIVERSFED RTRN | 63,776 | $792.19 萬 | 0.52% | +146+0.2% | 加碼 | – |
| FLEXSHARES TR33939L845 | QLT DIV DEF IDX | 88,065 | $766.36 萬 | 0.50% | +7,403+9.2% | 加碼 | – |
| PACER US CASH COWS 100 ETF69374H881 | ETF | 111,783 | $695.29 萬 | 0.46% | +8,378+8.1% | 加碼 | – |
| AMERICAN CENTY ETF TR02507A606 | AVANTIS TOTAL EQ | 111,410 | $606.57 萬 | 0.40% | 00.0% | 不變 | – |
| ISHARES TR46435G516 | ESG AW MSCI EAFE | 57,446 | $590.6 萬 | 0.39% | +2,269+4.1% | 加碼 | – |
| DIMENSIONAL U.S. CORE EQUITY 2 ETF25434V708 | ETF | 125,776 | $557.94 萬 | 0.37% | −2,807−2.2% | 減碼 | – |
| INVESCO EXCH TRADED FD TR II46138G698 | S&P 500 REVENUE | 42,754 | $546.23 萬 | 0.36% | +206+0.5% | 加碼 | – |
| DBX ETF TR233051481 | XTRA RU 1000 ETF | 78,826 | $514.74 萬 | 0.34% | +516+0.7% | 加碼 | – |
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF81369Y803 | ETF | 25,160 | $479.35 萬 | 0.32% | 00.0% | 不變 | – |
| VANGUARD S&P 500 ETF922908363 | ETF | 6,489 | $445.65 萬 | 0.29% | +3,751+137.0% | 加碼 | – |
| SCHWAB US DIVIDEND EQUITY ETF808524797 | ETF | 136,106 | $431.59 萬 | 0.28% | +11,758+9.5% | 加碼 | – |
| ISHARES CORE DIVIDEND GROWTH ETF46434V621 | ETF | 54,548 | $413.42 萬 | 0.27% | −734−1.3% | 減碼 | – |
| VANGUARD MORNINGSTAR GROWTH ETF922908736 | ETF | 46,056 | $396.73 萬 | 0.26% | +38,192+485.7% | 加碼 | – |
| GBFHGBANK FINL HLDGS INC | COM | 119,023 | $360.76 萬 | 0.24% | −39,831−25.1% | 減碼 | 查看 |
| TSLATESLA INC COM | Stock | 8,046 | $338.4 萬 | 0.22% | −944−10.5% | 減碼 | 查看 |
| ISHARES TR46434V282 | U S EQUITY FACTR | 44,554 | $336.96 萬 | 0.22% | −429−1.0% | 減碼 | – |
| ISHARES CORE S&P SMALL CAP ETF464287804 | ETF | 22,209 | $329.38 萬 | 0.22% | −120−0.5% | 減碼 | – |
| SCHWAB U.S. BROAD MARKET ETF808524102 | ETF | 107,069 | $310.07 萬 | 0.20% | +239+0.2% | 加碼 | – |
| FLEXSHARES TR33939L696 | STOX US ESG SLCT | 16,058 | $282.28 萬 | 0.19% | +9+0.1% | 加碼 | – |
| GOOGALPHABET INC CAP STK CL C | Stock | 7,799 | $275.55 萬 | 0.18% | 00.0% | 不變 | 查看 |
| BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 5,485 | $274.47 萬 | 0.18% | +320+6.2% | 加碼 | 查看 |
| GEVGE VERNOVA INC COM | Stock | 2,332 | $273.98 萬 | 0.18% | −1,005−30.1% | 減碼 | 查看 |
| AMZNAMAZON COM INC COM | Stock | 11,240 | $267.9 萬 | 0.18% | −1,608−12.5% | 減碼 | 查看 |
| INVESCO S&P 500 QUALITY ETF46137V241 | ETF | 29,600 | $266.7 萬 | 0.18% | +993+3.5% | 加碼 | – |
| MDYSTATE STREET SPDR S&P MIDCAP 400 ETF TRUST | ETF | 3,770 | $265.16 萬 | 0.17% | +141+3.9% | 加碼 | 查看 |
| LLYELI LILLY & CO COM | Stock | 2,160 | $259.08 萬 | 0.17% | +968+81.2% | 加碼 | 查看 |
| AMERICAN CENTY ETF TR025072877 | US SML CP VALU | 14,538 | $181.38 萬 | 0.12% | −577−3.8% | 減碼 | – |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND922042775 | ETF | 20,936 | $175.34 萬 | 0.12% | +13,355+176.2% | 加碼 | – |
| ABBVABBVIE INC COM | Stock | 6,728 | $169.3 萬 | 0.11% | 00.0% | 不變 | 查看 |
| GOOGLALPHABET INC CAP STK CL A | Stock | 4,657 | $166.43 萬 | 0.11% | −15−0.3% | 減碼 | 查看 |
| MSFTMICROSOFT CORP COM | Stock | 4,073 | $151.93 萬 | 0.10% | −860−17.4% | 減碼 | 查看 |
| AMERICAN CENTY ETF TR025072604 | AVANTIS EMGMKT | 15,211 | $146.77 萬 | 0.10% | −128−0.8% | 減碼 | – |
| VANGUARD DIVIDEND APPRECIATION ETF921908844 | ETF | 5,801 | $137.26 萬 | 0.09% | +168+3.0% | 加碼 | – |
| AVGOBROADCOM INC COM | Stock | 3,600 | $135.99 萬 | 0.09% | +1,000+38.5% | 加碼 | 查看 |
| WISDOMTREE TR97717W570 | US MIDCAP FUND | 16,165 | $122.5 萬 | 0.08% | 00.0% | 不變 | – |
| GSGOLDMAN SACHS GROUP INC COM | Stock | 1,187 | $120.05 萬 | 0.08% | +5+0.4% | 加碼 | 查看 |
| INTUINTUIT COM | Stock | 4,591 | $119.83 萬 | 0.08% | 00.0% | 不變 | 查看 |
| SYKSTRYKER CORPORATION COM | Stock | 3,575 | $112.56 萬 | 0.07% | 00.0% | 不變 | 查看 |
| SPYSTATE STREET SPDR S&P 500 ETF | ETF | 1,501 | $112.08 萬 | 0.07% | +500+50.0% | 加碼 | 查看 |
| JPMJPMORGAN CHASE & CO COM | Stock | 3,365 | $110.15 萬 | 0.07% | −73−2.1% | 減碼 | 查看 |
| FIRST TR EXCHANGE-TRADED FD33734H106 | SHS | 21,974 | $105.87 萬 | 0.07% | +522+2.4% | 加碼 | – |
| J P MORGAN EXCHANGE-TRADED F46641Q209 | DIV RTN INT EQ | 13,864 | $100.25 萬 | 0.07% | +7+0.1% | 加碼 | – |
| DISDISNEY WALT CO COM | Stock | 10,059 | $96.82 萬 | 0.06% | 00.0% | 不變 | 查看 |
| WISDOMTREE TR97717W547 | US VALUE FD | 9,510 | $96.74 萬 | 0.06% | 00.0% | 不變 | – |
| ISHARES INC464286632 | MSCI ISRAEL ETF | 8,008 | $96.66 萬 | 0.06% | −294−3.5% | 減碼 | – |
| NUSHARES ETF TR67092P607 | NUVEEN ESG SMLCP | 18,358 | $95.68 萬 | 0.06% | 00.0% | 不變 | – |
| COSTCOSTCO WHOLESALE CORPORATION COM | Stock | 1,002 | $93.73 萬 | 0.06% | −33−3.2% | 減碼 | 查看 |
| XOMEXXON MOBIL CORP | COM | 6,744 | $92.2 萬 | 0.06% | 00.0% | 不變 | 查看 |
| INVESCO EXCH TRD SLF IDX FD46138J742 | RAFI STRATGIC US | 14,024 | $91.97 萬 | 0.06% | +527+3.9% | 加碼 | – |
| JNJJOHNSON & JOHNSON COM | Stock | 3,567 | $90.59 萬 | 0.06% | 00.0% | 不變 | 查看 |
| ISHARES S&P 100 ETF464287101 | ETF | 2,421 | $88.58 萬 | 0.06% | −84−3.4% | 減碼 | – |
| ISHARES RUSSELL MID-CAP GROWTH ETF464287481 | ETF | 5,859 | $85.79 萬 | 0.06% | −11−0.2% | 減碼 | – |
| SPCXSPACE EXPLORATION TECHN CORP | CLASS A COM STK | 4,846 | $82.8 萬 | 0.05% | +4,846 | 新進 | 查看 |
| ISHARES TR46435U218 | ESG MSCI LEADR | 5,845 | $77.6 萬 | 0.05% | +124+2.2% | 加碼 | – |
| VVISA INC COM CL A | Stock | 2,188 | $75.07 萬 | 0.05% | 00.0% | 不變 | 查看 |
| BRK.ABERKSHIRE HATHAWAY INC DEL | CL A | 1 | $74.89 萬 | 0.05% | 00.0% | 不變 | 查看 |
| NUSHARES ETF TR67092P508 | NUVEEN ESG MIDVL | 17,113 | $74.42 萬 | 0.05% | 00.0% | 不變 | – |
| ISHARES TR46436E551 | ESG SELECT SCRE | 13,663 | $71.25 萬 | 0.05% | −31−0.2% | 減碼 | – |
| ISHARES CORE MSCI EAFE ETF46432F842 | ETF | 7,284 | $70.35 萬 | 0.05% | +45+0.6% | 加碼 | – |
| ISHARES TR46435U853 | BROAD USD HIGH | 18,951 | $70.16 萬 | 0.05% | 00.0% | 不變 | – |
| METAMETA PLATFORMS INC CL A | Stock | 1,157 | $65.2 萬 | 0.04% | 00.0% | 不變 | 查看 |
| ISHARES TR464287689 | RUSSELL 3000 ETF | 1,522 | $64.9 萬 | 0.04% | 00.0% | 不變 | – |
| INTCINTEL CORP COM | Stock | 4,625 | $64.58 萬 | 0.04% | −995−17.7% | 減碼 | 查看 |
| FIRST TR EXCH TRD ALPHDX FD33737J307 | EM SML CP ALPH | 13,618 | $62.18 萬 | 0.04% | +14+0.1% | 加碼 | – |
| ISHARES CORE S&P 500 ETF464287200 | ETF | 815 | $61.05 萬 | 0.04% | −39−4.6% | 減碼 | – |
| INVESCO EXCH TRADED FD TR II46138E362 | S&P500 HDL VOL | 11,920 | $60.6 萬 | 0.04% | +11,920 | 新進 | – |
2026 年第 1 季 之後清倉（4 檔）
2026 年第 1 季 季末還持有、這份申報已經沒有的部位。