RVW Wealth, LLC
- SEC CIK
- 0001756543
- 最新申報
- 2026/7/7
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/15 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 170
- 較 2025 年第 1 季 +10
- 總值
- $11.8 億
- 較 2025 年第 1 季 +$1.16 億 (+10.9%)
| 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 | 4,331,669 | $1.83 億 | 15.6% | +1,557,053+56.1% | 加碼 | – |
| American Centy ETF Tr025072885 | US EQT ETF | 831,705 | $8,385 萬 | 7.1% | −60,557−6.8% | 減碼 | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 804,271 | $6,735 萬 | 5.7% | −28,576−3.4% | 減碼 | – |
| WisdomTree Tr97717Y477 | US QUALITY GROW | 1,233,808 | $6,484 萬 | 5.5% | +2,116+0.2% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 868,747 | $5,217 萬 | 4.4% | −14,022−1.6% | 減碼 | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 1,481,884 | $5,123 萬 | 4.3% | −36,796−2.4% | 減碼 | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 924,004 | $3,994 萬 | 3.4% | −7,348−0.8% | 減碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 578,049 | $3,627 萬 | 3.1% | +2,586+0.4% | 加碼 | – |
| Victory Portfolios II92647X830 | SHS FR CA FL ETF | 965,864 | $3,414 萬 | 2.9% | +165,494+20.7% | 加碼 | – |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | ETF | 1,091,935 | $2,648 萬 | 2.2% | +70,253+6.9% | 加碼 | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 901,424 | $2,610 萬 | 2.2% | −9,705−1.1% | 減碼 | – |
| AAPLApple Inc. | Stock | 125,008 | $2,565 萬 | 2.2% | +152+0.1% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 226,007 | $2,542 萬 | 2.2% | +25,556+12.7% | 加碼 | – |
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | ETF | 1,008,412 | $2,539 萬 | 2.2% | +44,605+4.6% | 加碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 136,637 | $2,498 萬 | 2.1% | +13,165+10.7% | 加碼 | – |
| iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9 | ETF | 1,022,940 | $2,483 萬 | 2.1% | +55,018+5.7% | 加碼 | – |
| iShares Ibonds Dec 2028 Term Corporate ETF46435U515 | ETF | 966,581 | $2,457 萬 | 2.1% | +77,283+8.7% | 加碼 | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 316,195 | $2,340 萬 | 2.0% | −6,976−2.2% | 減碼 | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 312,454 | $2,340 萬 | 2.0% | −683,720−68.6% | 減碼 | – |
| iShares Ibonds Dec 2029 Term Corporate ETF46436E205 | ETF | 901,671 | $2,104 萬 | 1.8% | +70,895+8.5% | 加碼 | – |
| First Trust Nasdaq-100 Technology Sector Index Fund337345102 | ETF | 88,324 | $1,880 萬 | 1.6% | −1,850−2.1% | 減碼 | – |
| Flexshares Tr33939L100 | MORNSTAR USMKT | 72,460 | $1,623 萬 | 1.4% | −381−0.5% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138G672 | S&P MDCP 400 REV | 137,479 | $1,607 萬 | 1.4% | −241−0.2% | 減碼 | – |
| iShares Tr464287721 | U.S. TECH ETF | 86,278 | $1,495 萬 | 1.3% | +10,253+13.5% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 149,683 | $1,338 萬 | 1.1% | −4,410−2.9% | 減碼 | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 141,133 | $1,326 萬 | 1.1% | −1,480−1.0% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 20,848 | $1,150 萬 | 1.0% | +61+0.3% | 加碼 | – |
| First Tr Exchange-Traded FD33734X176 | TECH ALPHADEX | 68,521 | $1,078 萬 | 0.9% | −10,015−12.8% | 減碼 | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 186,840 | $795.9 萬 | 0.7% | −13,328−6.7% | 減碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 42,874 | $779.2 萬 | 0.7% | −326−0.8% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 23,809 | $723.6 萬 | 0.6% | +3,028+14.6% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q886 | DIVERSFED RTRN | 68,206 | $707.3 萬 | 0.6% | −994−1.4% | 減碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 121,091 | $667.2 萬 | 0.6% | −120,446−49.9% | 減碼 | – |
| Flexshares Tr33939L845 | QLT DIV DEF IDX | 88,323 | $654.0 萬 | 0.6% | +309+0.4% | 加碼 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 61,550 | $549.1 萬 | 0.5% | −7,973−11.5% | 減碼 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 144,186 | $516.8 萬 | 0.4% | +144,186 | 新進 | – |
| NVDANVIDIA Corp | Stock | 31,166 | $492.4 萬 | 0.4% | −3,212−9.3% | 減碼 | 歷史 |
| DBX ETF Tr233051481 | XTRA RU 1000 ETF | 82,782 | $465.4 萬 | 0.4% | −5,649−6.4% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138G698 | S&P 500 REVENUE | 44,592 | $465.1 萬 | 0.4% | −975−2.1% | 減碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 163,055 | $432.1 萬 | 0.4% | −25,438−13.5% | 減碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 61,693 | $394.5 萬 | 0.3% | +58,049+1,593.0% | 加碼 | – |
| INTUIntuit Inc. | Stock | 4,597 | $362.1 萬 | 0.3% | −4−0.1% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 8,019 | $351.6 萬 | 0.3% | −165−2.0% | 減碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 135,216 | $322.2 萬 | 0.3% | −582−0.4% | 減碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 12,580 | $318.6 萬 | 0.3% | 00.0% | 不變 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 6,234 | $302.8 萬 | 0.3% | −103−1.6% | 減碼 | 歷史 |
| iShares Tr46434V282 | U S EQUITY FACTR | 45,015 | $288.7 萬 | 0.2% | −365−0.8% | 減碼 | – |
| Pacer US Large Cap Cash Cows Growth Leaders ETF69374H360 | ETF | 80,040 | $281.0 萬 | 0.2% | +80,040 | 新進 | – |
| MSFTMicrosoft Corp | Stock | 5,227 | $260.0 萬 | 0.2% | −1,202−18.7% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 22,370 | $244.5 萬 | 0.2% | −437−1.9% | 減碼 | – |
| TSLATesla, Inc. | Stock | 7,534 | $239.3 萬 | 0.2% | +40+0.5% | 加碼 | 歷史 |
| Flexshares Tr33939L696 | STOX US ESG SLCT | 16,211 | $238.0 萬 | 0.2% | −52−0.3% | 減碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 4,154 | $235.3 萬 | 0.2% | −162−3.8% | 減碼 | 歷史 |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 32,848 | $234.1 萬 | 0.2% | +222+0.7% | 加碼 | – |
| DISWalt Disney Co | Stock | 17,865 | $221.5 萬 | 0.2% | +1,857+11.6% | 加碼 | 歷史 |
| American Centy ETF Tr025072877 | US SML CP VALU | 20,117 | $183.3 萬 | 0.2% | −18,378−47.7% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 7,947 | $174.4 萬 | 0.1% | −246−3.0% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 4,331 | $153.8 萬 | 0.1% | −300−6.5% | 減碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $145.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SYKStryker Corp | Stock | 3,571 | $141.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 4,715 | $136.7 萬 | 0.1% | +727+18.2% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 7,556 | $134.0 萬 | 0.1% | +137+1.8% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 62,235 | $128.7 萬 | 0.1% | +6,710+12.1% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 6,272 | $128.4 萬 | 0.1% | 00.0% | 不變 | – |
| COSTCostco Wholesale Corp | Stock | 1,247 | $123.4 萬 | 0.1% | −157−11.2% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 2,136 | $121.3 萬 | 0.1% | +356+20.0% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 6,010 | $111.6 萬 | 0.1% | +527+9.6% | 加碼 | 歷史 |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 16,180 | $110.9 萬 | 0.1% | −1,848−10.3% | 減碼 | – |
| iShares S&P 100 ETF464287101 | ETF | 3,486 | $106.1 萬 | 0.1% | 00.0% | 不變 | – |
| METAMeta Platforms, Inc. | Stock | 1,406 | $103.8 萬 | 0.1% | +9+0.6% | 加碼 | 歷史 |
| WisdomTree Tr97717W570 | US MIDCAP FUND | 16,313 | $100.8 萬 | 0.1% | −1,245−7.1% | 減碼 | – |
| NFLXNetflix Inc | Stock | 744 | $99.6 萬 | 0.1% | −8−1.1% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33734H106 | SHS | 22,017 | $98.4 萬 | 0.1% | −2,248−9.3% | 減碼 | – |
| J P Morgan Exchange-Traded F46641Q209 | DIV RTN INT EQ | 13,919 | $89.3 萬 | 0.1% | −314−2.2% | 減碼 | – |
| GSGoldman Sachs Group Inc | Stock | 1,240 | $87.8 萬 | 0.1% | −6−0.5% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 8,071 | $87.0 萬 | 0.1% | −272−3.3% | 減碼 | 歷史 |
| WisdomTree Tr97717W547 | US VALUE FD | 9,521 | $82.3 萬 | 0.1% | −61−0.6% | 減碼 | – |
| iShares Tr46435U853 | BROAD USD HIGH | 21,037 | $78.9 萬 | 0.1% | 00.0% | 不變 | – |
| GOOGLAlphabet Inc. | Stock | 4,417 | $77.8 萬 | 0.1% | +1,196+37.1% | 加碼 | 歷史 |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 18,548 | $75.6 萬 | 0.1% | −373−2.0% | 減碼 | – |
| IBITiShares Bitcoin Trust ETF | ETF | 12,338 | $75.5 萬 | 0.1% | +3,109+33.7% | 加碼 | 歷史 |
| iShares Inc464286632 | MSCI ISRAEL ETF | 7,835 | $74.3 萬 | 0.1% | −7−0.1% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J742 | RAFI STRATGIC US | 14,367 | $74.0 萬 | 0.1% | −35−0.2% | 減碼 | – |
| Nushares ETF Tr67092P508 | NUVEEN ESG MIDVL | 17,964 | $64.8 萬 | 0.1% | −283−1.6% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 31,975 | $62.4 萬 | 0.1% | −788−2.4% | 減碼 | – |
| iShares Tr46435U218 | ESG MSCI LEADR | 5,632 | $61.0 萬 | 0.1% | +2,520+81.0% | 加碼 | – |
| GBTCGrayscale Bitcoin Trust ETF | ETF | 7,059 | $59.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 7,054 | $58.9 萬 | <0.1% | +325+4.8% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 930 | $57.7 萬 | <0.1% | 00.0% | 不變 | – |
| JPCNuveen Preferred & Income Opportunities Fund | COM | 70,922 | $56.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46436E551 | ESG SELECT SCRE | 13,694 | $56.8 萬 | <0.1% | −4,309−23.9% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 11,920 | $56.7 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 8,280 | $55.7 萬 | <0.1% | +79+1.0% | 加碼 | – |
| First Tr Exch TRD Alphdx FD33737J307 | EM SML CP ALPH | 13,602 | $55.2 萬 | <0.1% | −1,873−12.1% | 減碼 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 1,522 | $53.4 萬 | <0.1% | +58+4.0% | 加碼 | – |
| MAMastercard Inc | Stock | 918 | $51.6 萬 | <0.1% | +4+0.4% | 加碼 | 歷史 |
| iShares Tr46436E866 | IBONDS 25 TRM TS | 21,858 | $51.1 萬 | <0.1% | +236+1.1% | 加碼 | – |
| iShares Tr46436E858 | IBONDS 26 TRM TS | 22,257 | $51.0 萬 | <0.1% | +167+0.8% | 加碼 | – |
| JGHNuveen Global High Income Fund | SHS | 39,379 | $50.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 3,520 | $50.4 萬 | <0.1% | −3−0.1% | 減碼 | 歷史 |
2025 年第 1 季之後清倉（3 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。