RVW Wealth, LLC
- SEC CIK
- 0001756543
- 最新申報
- 2026/10/6
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/1/13 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 150
- 較 2022 年第 3 季 +25
- 總值
- $7.85 億
- 較 2022 年第 3 季 +$7,247 萬 (+10.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $46.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DDominion Energy, Inc | Stock | 7,617 | $46.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,142 | $43.7 萬 | 0.1% | +113+11.0% | 加碼 | 歷史 |
| FERGFerguson Enterprises Inc. | SHS | 3,365 | $42.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33738D408 | FIRST TR TA HIYL | 10,653 | $41.5 萬 | 0.1% | +3,513+49.2% | 加碼 | – |
| Global X FDS37954Y376 | RATE PREFERRED | 17,682 | $39.8 萬 | 0.1% | −68,031−79.4% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 1,626 | $39.3 萬 | 0.1% | −93−5.4% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 848 | $38.7 萬 | <0.1% | +77+10.0% | 加碼 | 歷史 |
| Flexshares Tr33939L837 | INTL QLTDV IDX | 18,433 | $38.0 萬 | <0.1% | +8,338+82.6% | 加碼 | – |
| Nushares ETF Tr67092P508 | NUVEEN ESG MIDVL | 12,707 | $37.8 萬 | <0.1% | +18+0.1% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,677 | $37.6 萬 | <0.1% | −9,832−78.6% | 減碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 9,668 | $36.6 萬 | <0.1% | −146,014−93.8% | 減碼 | – |
| BXSLBlackstone Secured Lending Fund | COMMON STOCK | 15,637 | $34.9 萬 | <0.1% | +15,637 | 新進 | 歷史 |
| MNKDMannkind Corp | COM NEW | 66,000 | $34.8 萬 | <0.1% | −35,000−34.7% | 減碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 1,081 | $34.5 萬 | <0.1% | 00.0% | 不變 | – |
| NFLXNetflix Inc | Stock | 1,165 | $34.4 萬 | <0.1% | +48+4.3% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,926 | $34.0 萬 | <0.1% | +1,926 | 新進 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 3,972 | $32.8 萬 | <0.1% | +3,972 | 新進 | – |
| BABoeing Co | Stock | 1,705 | $32.5 萬 | <0.1% | +1,705 | 新進 | 歷史 |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 19,072 | $32.0 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,700 | $31.2 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Health Care ETF92204A504 | ETF | 1,228 | $30.5 萬 | <0.1% | +1,228 | 新進 | – |
| IAUiShares Gold Trust | ETF | 8,343 | $28.9 萬 | <0.1% | +8,343 | 新進 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,145 | $28.8 萬 | <0.1% | +2,145 | 新進 | 歷史 |
| WisdomTree Tr97717Y857 | US MULTIFACTOR | 7,637 | $28.7 萬 | <0.1% | −20,049−72.4% | 減碼 | – |
| PEPPepsiCo Inc | Stock | 1,539 | $27.8 萬 | <0.1% | +1,539 | 新進 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,300 | $27.7 萬 | <0.1% | +136+6.3% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 845 | $26.7 萬 | <0.1% | +34+4.2% | 加碼 | 歷史 |
| iShares Ibonds Dec 2028 Term Corporate ETF46435U515 | ETF | 10,984 | $26.7 萬 | <0.1% | −2,704−19.8% | 減碼 | – |
| HONHoneywell International Inc | COM | 1,239 | $26.6 萬 | <0.1% | +1,239 | 新進 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 753 | $26.5 萬 | <0.1% | −448−37.3% | 減碼 | – |
| ABTAbbott Laboratories | Stock | 2,390 | $26.2 萬 | <0.1% | −71−2.9% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 5,109 | $26.2 萬 | <0.1% | +5,109 | 新進 | 歷史 |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 5,953 | $24.5 萬 | <0.1% | 00.0% | 不變 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 4,148 | $24.3 萬 | <0.1% | +4,148 | 新進 | – |
| VVisa Inc. | Stock | 1,155 | $24.0 萬 | <0.1% | +1,155 | 新進 | 歷史 |
| J P Morgan Exchange Traded F46641Q308 | DIV RTN EM EQT | 4,851 | $23.9 萬 | <0.1% | 00.0% | 不變 | – |
| AERAerCap Holdings N.V. | SHS | 4,000 | $23.3 萬 | <0.1% | +4,000 | 新進 | 歷史 |
| First Tr Exchange-Traded FD33734G108 | COM | 9,671 | $23.2 萬 | <0.1% | −13,915−59.0% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 11,773 | $22.4 萬 | <0.1% | −14,818−55.7% | 減碼 | – |
| ARCCAres Capital Corp | CEF | 11,884 | $21.9 萬 | <0.1% | +735+6.6% | 加碼 | 歷史 |
| Nushares ETF Tr67092P888 | NUVEEN ESG EMRGN | 8,545 | $21.7 萬 | <0.1% | +8,545 | 新進 | – |
| iShares Ibonds Dec 2029 Term Corporate ETF46436E205 | ETF | 9,756 | $21.6 萬 | <0.1% | +9,756 | 新進 | – |
| MCDMcDonalds Corp | Stock | 791 | $20.8 萬 | <0.1% | +791 | 新進 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,655 | $20.6 萬 | <0.1% | +1,655 | 新進 | – |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 2,933 | $20.4 萬 | <0.1% | +2,933 | 新進 | – |
| Nushares ETF Tr67092P409 | NUVEEN ESG MIDCP | 5,795 | $20.4 萬 | <0.1% | +5,795 | 新進 | – |
| DEDeere & Co | Stock | 475 | $20.4 萬 | <0.1% | +475 | 新進 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 4,288 | $20.0 萬 | <0.1% | +4,288 | 新進 | – |
| DMKDMK Pharmaceuticals Corp | COM NEW | 19,000 | $3,217 | <0.1% | +19,000 | 新進 | 歷史 |
2022 年第 3 季之後清倉（7 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 3 季股數 | 2022 年第 3 季市值 | 2022 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr46434VBA7 | IBONDS DEC22 ETF | 562,436 | $1,408 萬 | 2.0% | – |
| Alps ETF Tr00162Q361 | OSHS GBL INTER | 461,637 | $1,171 萬 | 1.6% | – |
| SPDR Ser Tr78464A110 | FACTST INV ETF | 34,338 | $342.3 萬 | 0.5% | – |
| Invesco Exch TRD SLF Idx FD46138J882 | BULSHS 2022 CB | 146,236 | $309.7 萬 | 0.4% | – |
| Global X FDS37950E549 | GLB X SUPERDIV | 153,090 | $115.4 萬 | 0.2% | – |
| GBTCGrayscale Bitcoin Trust ETF | ETF | 10,019 | $11.4 萬 | <0.1% | 歷史 |
| Talon Metals CorpG86659102 | CS | 100,000 | $3.50 萬 | <0.1% | – |