RVW Wealth, LLC
- SEC CIK
- 0001756543
- 最新申報
- 2026/7/7
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/5/8 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 160
- 較 2024 年第 4 季 +16
- 總值
- $10.6 億
- 較 2024 年第 4 季 −$976.2 萬 (−0.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 2,774,616 | $1.07 億 | 10.0% | +1,325,860+91.5% | 加碼 | – |
| American Centy ETF Tr025072885 | US EQT ETF | 892,262 | $8,243 萬 | 7.8% | −144,816−14.0% | 減碼 | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 996,174 | $6,775 萬 | 6.4% | +680,261+215.3% | 加碼 | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 832,847 | $6,651 萬 | 6.3% | −6,492−0.8% | 減碼 | – |
| WisdomTree Tr97717Y477 | US QUALITY GROW | 1,231,692 | $5,407 萬 | 5.1% | +48,856+4.1% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 882,769 | $4,985 萬 | 4.7% | +85,519+10.7% | 加碼 | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 1,518,680 | $4,743 萬 | 4.5% | −338,553−18.2% | 減碼 | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 931,352 | $3,697 萬 | 3.5% | −245,076−20.8% | 減碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 575,463 | $3,369 萬 | 3.2% | −63,864−10.0% | 減碼 | – |
| AAPLApple Inc. | Stock | 124,856 | $2,773 萬 | 2.6% | +6,535+5.5% | 加碼 | 歷史 |
| Victory Portfolios II92647X830 | SHS FR CA FL ETF | 800,370 | $2,744 萬 | 2.6% | +626,264+359.7% | 加碼 | – |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | ETF | 1,021,682 | $2,473 萬 | 2.3% | +62,096+6.5% | 加碼 | – |
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | ETF | 963,807 | $2,424 萬 | 2.3% | +7,620+0.8% | 加碼 | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 911,129 | $2,359 萬 | 2.2% | −134,895−12.9% | 減碼 | – |
| iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9 | ETF | 967,922 | $2,340 萬 | 2.2% | +11,878+1.2% | 加碼 | – |
| iShares Ibonds Dec 2028 Term Corporate ETF46435U515 | ETF | 889,298 | $2,246 萬 | 2.1% | +19,802+2.3% | 加碼 | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 323,171 | $2,142 萬 | 2.0% | −81,662−20.2% | 減碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 123,472 | $2,110 萬 | 2.0% | −4,758−3.7% | 減碼 | – |
| iShares Ibonds Dec 2029 Term Corporate ETF46436E205 | ETF | 830,776 | $1,922 萬 | 1.8% | +18,896+2.3% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 200,451 | $1,855 萬 | 1.7% | +136,498+213.4% | 加碼 | – |
| First Trust Nasdaq-100 Technology Sector Index Fund337345102 | ETF | 90,174 | $1,565 萬 | 1.5% | −5,613−5.9% | 減碼 | – |
| Flexshares Tr33939L100 | MORNSTAR USMKT | 72,841 | $1,499 萬 | 1.4% | −3,132−4.1% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138G672 | S&P MDCP 400 REV | 137,720 | $1,486 萬 | 1.4% | −5,672−4.0% | 減碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 241,537 | $1,323 萬 | 1.2% | −521,137−68.3% | 減碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 154,093 | $1,259 萬 | 1.2% | −56,289−26.8% | 減碼 | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 142,613 | $1,116 萬 | 1.1% | −5,875−4.0% | 減碼 | – |
| iShares Tr464287721 | U.S. TECH ETF | 76,025 | $1,068 萬 | 1.0% | +72,612+2,127.5% | 加碼 | – |
| First Tr Exchange-Traded FD33734X176 | TECH ALPHADEX | 78,536 | $1,039 萬 | 1.0% | −119,680−60.4% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 20,787 | $974.7 萬 | 0.9% | +64+0.3% | 加碼 | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 200,168 | $815.9 萬 | 0.8% | −48,537−19.5% | 減碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 43,200 | $748.3 萬 | 0.7% | −539−1.2% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q886 | DIVERSFED RTRN | 69,200 | $696.0 萬 | 0.7% | −3,608−5.0% | 減碼 | – |
| Flexshares Tr33939L845 | QLT DIV DEF IDX | 88,014 | $615.1 萬 | 0.6% | −1,607−1.8% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 20,781 | $571.1 萬 | 0.5% | −1,459−6.6% | 減碼 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 69,523 | $567.9 萬 | 0.5% | −51,307−42.5% | 減碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 188,493 | $527.0 萬 | 0.5% | −467,273−71.3% | 減碼 | – |
| DBX ETF Tr233051481 | XTRA RU 1000 ETF | 88,431 | $474.4 萬 | 0.4% | −38,874−30.5% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138G698 | S&P 500 REVENUE | 45,567 | $452.7 萬 | 0.4% | −4,474−8.9% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 34,378 | $372.6 萬 | 0.4% | +8,606+33.4% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 6,337 | $337.5 萬 | 0.3% | +1,933+43.9% | 加碼 | 歷史 |
| American Centy ETF Tr025072877 | US SML CP VALU | 38,495 | $335.6 萬 | 0.3% | −221,424−85.2% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 8,184 | $303.5 萬 | 0.3% | −213−2.5% | 減碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 135,798 | $292.4 萬 | 0.3% | +7,017+5.4% | 加碼 | – |
| INTUIntuit Inc. | Stock | 4,601 | $282.5 萬 | 0.3% | −959−17.2% | 減碼 | 歷史 |
| iShares Tr46434V282 | U S EQUITY FACTR | 45,380 | $262.7 萬 | 0.2% | −2,271−4.8% | 減碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 12,580 | $259.8 萬 | 0.2% | −817−6.1% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 6,429 | $241.3 萬 | 0.2% | −325−4.8% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 22,807 | $238.5 萬 | 0.2% | −6,954−23.4% | 減碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 4,316 | $230.3 萬 | 0.2% | −1,509−25.9% | 減碼 | 歷史 |
| Flexshares Tr33939L696 | STOX US ESG SLCT | 16,263 | $218.5 萬 | 0.2% | −519−3.1% | 減碼 | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 32,626 | $216.4 萬 | 0.2% | −691−2.1% | 減碼 | – |
| TSLATesla, Inc. | Stock | 7,494 | $194.2 萬 | 0.2% | −401−5.1% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 4,631 | $162.3 萬 | 0.2% | +3,792+452.0% | 加碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $159.7 萬 | 0.2% | +1+100.0% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 16,008 | $158.0 萬 | 0.1% | +8,787+121.7% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 8,193 | $155.9 萬 | 0.1% | +3,030+58.7% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 3,571 | $132.9 萬 | 0.1% | +2+0.1% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,404 | $132.8 萬 | 0.1% | +698+98.9% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 6,272 | $121.7 萬 | 0.1% | +60+1.0% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 7,419 | $115.9 萬 | 0.1% | +5,548+296.5% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 5,483 | $114.9 萬 | 0.1% | +370+7.2% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 55,525 | $114.8 萬 | 0.1% | −4,986−8.2% | 減碼 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 18,028 | $108.5 萬 | 0.1% | −3,527−16.4% | 減碼 | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 24,265 | $108.2 萬 | 0.1% | −50,212−67.4% | 減碼 | – |
| WisdomTree Tr97717W570 | US MIDCAP FUND | 17,558 | $104.6 萬 | 0.1% | −59−0.3% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 8,343 | $99.2 萬 | 0.1% | +3,026+56.9% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3,988 | $97.8 萬 | 0.1% | +2,523+172.2% | 加碼 | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 3,486 | $94.4 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,780 | $91.5 萬 | 0.1% | +269+17.8% | 加碼 | – |
| J P Morgan Exchange-Traded F46641Q209 | DIV RTN INT EQ | 14,233 | $81.3 萬 | 0.1% | −3,363−19.1% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 1,397 | $80.5 萬 | 0.1% | +106+8.2% | 加碼 | 歷史 |
| WisdomTree Tr97717W547 | US VALUE FD | 9,582 | $78.7 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr46435U853 | BROAD USD HIGH | 21,037 | $77.4 萬 | 0.1% | −1,259−5.6% | 減碼 | – |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 18,921 | $72.5 萬 | 0.1% | −4,932−20.7% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J742 | RAFI STRATGIC US | 14,402 | $71.1 萬 | 0.1% | −7,109−33.0% | 減碼 | – |
| iShares Tr46436E551 | ESG SELECT SCRE | 18,003 | $70.3 萬 | 0.1% | −17,857−49.8% | 減碼 | – |
| NFLXNetflix Inc | Stock | 752 | $70.1 萬 | 0.1% | +28+3.9% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 1,246 | $68.1 萬 | 0.1% | +66+5.6% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 32,763 | $63.8 萬 | 0.1% | −2,623−7.4% | 減碼 | – |
| Nushares ETF Tr67092P508 | NUVEEN ESG MIDVL | 18,247 | $62.4 萬 | 0.1% | −747−3.9% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 11,920 | $59.9 萬 | 0.1% | −243−2.0% | 減碼 | – |
| CVXChevron Corp | Stock | 3,523 | $58.9 萬 | 0.1% | +425+13.7% | 加碼 | 歷史 |
| iShares Inc464286632 | MSCI ISRAEL ETF | 7,842 | $58.3 萬 | 0.1% | −72−0.9% | 減碼 | – |
| First Tr Exch TRD Alphdx FD33737J307 | EM SML CP ALPH | 15,475 | $57.5 萬 | 0.1% | −19,226−55.4% | 減碼 | – |
| JPCNuveen Preferred & Income Opportunities Fund | COM | 70,922 | $56.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,704 | $53.2 萬 | 0.1% | +929+119.9% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 930 | $52.3 萬 | <0.1% | +188+25.3% | 加碼 | – |
| JGHNuveen Global High Income Fund | SHS | 39,379 | $51.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 6,729 | $50.9 萬 | <0.1% | −807−10.7% | 減碼 | – |
| iShares Tr46436E858 | IBONDS 26 TRM TS | 22,090 | $50.7 萬 | <0.1% | +135+0.6% | 加碼 | – |
| iShares Tr46436E866 | IBONDS 25 TRM TS | 21,622 | $50.5 萬 | <0.1% | +148+0.7% | 加碼 | – |
| BSXBoston Scientific Corp | Stock | 4,969 | $50.1 萬 | <0.1% | +4,969 | 新進 | 歷史 |
| MAMastercard Inc | Stock | 914 | $50.1 萬 | <0.1% | +46+5.3% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 3,221 | $49.8 萬 | <0.1% | +371+13.0% | 加碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 8,201 | $49.7 萬 | <0.1% | −3,961−32.6% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 887 | $49.6 萬 | <0.1% | +292+49.1% | 加碼 | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 1,464 | $46.5 萬 | <0.1% | 00.0% | 不變 | – |
| GBTCGrayscale Bitcoin Trust ETF | ETF | 7,059 | $46.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 5,210 | $45.7 萬 | <0.1% | +5,210 | 新進 | 歷史 |
| DDominion Energy, Inc | Stock | 7,815 | $43.8 萬 | <0.1% | +90+1.2% | 加碼 | 歷史 |
2024 年第 4 季之後清倉（2 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Global X FDS37954Y632 | ARTIFICIAL ETF | 5,488 | $21.2 萬 | <0.1% | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 5,957 | $20.6 萬 | <0.1% | – |