RVW Wealth, LLC
- SEC CIK
- 0001756543
- 最新申報
- 2026/7/7
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/1/12 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 181
- 較 2025 年第 3 季 +5
- 總值
- $13.1 億
- 較 2025 年第 3 季 +$2,839 萬 (+2.2%)
| 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 | 4,512,375 | $2.11 億 | 16.1% | +13,137+0.3% | 加碼 | – |
| American Centy ETF Tr025072885 | US EQT ETF | 821,848 | $9,187 萬 | 7.0% | −5,243−0.6% | 減碼 | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 823,028 | $7,360 萬 | 5.6% | +3840.0% | 加碼 | – |
| WisdomTree Tr97717Y477 | US QUALITY GROW | 1,082,120 | $6,349 萬 | 4.8% | −82,591−7.1% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 903,997 | $5,711 萬 | 4.4% | +845+0.1% | 加碼 | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 1,494,475 | $5,695 萬 | 4.3% | −6,225−0.4% | 減碼 | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 940,030 | $4,272 萬 | 3.3% | −6,749−0.7% | 減碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 577,086 | $4,009 萬 | 3.1% | −5,787−1.0% | 減碼 | – |
| Victory Portfolios II92647X830 | SHS FR CA FL ETF | 981,990 | $3,867 萬 | 3.0% | −8,482−0.9% | 減碼 | – |
| AAPLApple Inc. | Stock | 134,616 | $3,660 萬 | 2.8% | +1,892+1.4% | 加碼 | 歷史 |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | ETF | 1,318,361 | $3,194 萬 | 2.4% | +182,386+16.1% | 加碼 | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 885,206 | $2,883 萬 | 2.2% | −19,970−2.2% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 238,886 | $2,850 萬 | 2.2% | +3,007+1.3% | 加碼 | – |
| iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9 | ETF | 1,170,581 | $2,842 萬 | 2.2% | +133,386+12.9% | 加碼 | – |
| iShares Ibonds Dec 2028 Term Corporate ETF46435U515 | ETF | 1,088,657 | $2,771 萬 | 2.1% | +108,285+11.0% | 加碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 134,645 | $2,674 萬 | 2.0% | −1,514−1.1% | 減碼 | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 308,132 | $2,542 萬 | 1.9% | −3,735−1.2% | 減碼 | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 302,191 | $2,488 萬 | 1.9% | −8,217−2.6% | 減碼 | – |
| iShares Ibonds Dec 2029 Term Corporate ETF46436E205 | ETF | 1,059,999 | $2,481 萬 | 1.9% | +120,240+12.8% | 加碼 | – |
| iShares Ibonds Dec 2030 Term Corporate ETF46436E726 | ETF | 1,113,152 | $2,457 萬 | 1.9% | +1,113,152 | 新進 | – |
| First Trust Nasdaq-100 Technology Sector Index Fund337345102 | ETF | 85,690 | $1,973 萬 | 1.5% | −2,541−2.9% | 減碼 | – |
| Flexshares Tr33939L100 | MORNSTAR USMKT | 70,079 | $1,743 萬 | 1.3% | −2,240−3.1% | 減碼 | – |
| iShares Tr464287721 | U.S. TECH ETF | 85,075 | $1,699 萬 | 1.3% | −2,608−3.0% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138G672 | S&P MDCP 400 REV | 130,227 | $1,647 萬 | 1.3% | −6,212−4.6% | 減碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 142,770 | $1,371 萬 | 1.0% | −6,248−4.2% | 減碼 | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 138,485 | $1,354 萬 | 1.0% | −2,474−1.8% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 21,375 | $1,313 萬 | 1.0% | +296+1.4% | 加碼 | – |
| First Tr Exchange-Traded FD33734X176 | TECH ALPHADEX | 65,567 | $1,103 萬 | 0.8% | −2,615−3.8% | 減碼 | – |
| Pacer US Large Cap Cash Cows Growth Leaders ETF69374H360 | ETF | 296,578 | $1,044 萬 | 0.8% | +49,749+20.2% | 加碼 | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 179,982 | $843.4 萬 | 0.6% | −6,635−3.6% | 減碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 42,875 | $821.3 萬 | 0.6% | +10.0% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 24,454 | $819.9 萬 | 0.6% | +633+2.7% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 43,018 | $802.3 萬 | 0.6% | +560+1.3% | 加碼 | 歷史 |
| Flexshares Tr33939L845 | QLT DIV DEF IDX | 88,313 | $715.0 萬 | 0.5% | +60.0% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q886 | DIVERSFED RTRN | 65,362 | $710.2 萬 | 0.5% | −1,809−2.7% | 減碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 116,516 | $701.1 萬 | 0.5% | −3,248−2.7% | 減碼 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 58,179 | $553.2 萬 | 0.4% | −687−1.2% | 減碼 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 128,610 | $509.2 萬 | 0.4% | −14,289−10.0% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138G698 | S&P 500 REVENUE | 43,443 | $497.4 萬 | 0.4% | −588−1.3% | 減碼 | – |
| DBX ETF Tr233051481 | XTRA RU 1000 ETF | 80,455 | $469.1 萬 | 0.4% | −218−0.3% | 減碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 142,469 | $390.8 萬 | 0.3% | −12,770−8.2% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 7,976 | $389.1 萬 | 0.3% | −27−0.3% | 減碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 55,581 | $385.8 萬 | 0.3% | −5,340−8.8% | 減碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 25,160 | $362.2 萬 | 0.3% | 00.0% | 不變依 2 比 1 拆股換算 | – |
| TSLATesla, Inc. | Stock | 7,934 | $356.8 萬 | 0.3% | +352+4.6% | 加碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 135,862 | $356.4 萬 | 0.3% | +576+0.4% | 加碼 | – |
| iShares Tr46434V282 | U S EQUITY FACTR | 44,983 | $312.3 萬 | 0.2% | 00.0% | 不變 | – |
| INTUIntuit Inc. | Stock | 4,591 | $304.1 萬 | 0.2% | −6−0.1% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 5,932 | $298.2 萬 | 0.2% | −280−4.5% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 22,328 | $268.3 萬 | 0.2% | −164−0.7% | 減碼 | – |
| Flexshares Tr33939L696 | STOX US ESG SLCT | 16,049 | $254.0 萬 | 0.2% | +20.0% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 4,129 | $249.1 萬 | 0.2% | −70−1.7% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 7,621 | $239.1 萬 | 0.2% | +64+0.8% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,192 | $235.6 萬 | 0.2% | +999+83.7% | 加碼 | 歷史 |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 30,364 | $227.9 萬 | 0.2% | −2,488−7.6% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 4,623 | $223.6 萬 | 0.2% | −427−8.5% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 7,920 | $182.8 萬 | 0.1% | −1,046−11.7% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 15,727 | $178.9 萬 | 0.1% | +66+0.4% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 6,913 | $158.0 萬 | 0.1% | +6+0.1% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 4,378 | $153.5 萬 | 0.1% | +122+2.9% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 2,336 | $152.7 萬 | 0.1% | +1,516+184.9% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 4,668 | $150.4 萬 | 0.1% | +5+0.1% | 加碼 | 歷史 |
| American Centy ETF Tr025072877 | US SML CP VALU | 14,728 | $150.2 萬 | 0.1% | −1,421−8.8% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 4,618 | $144.5 萬 | 0.1% | +217+4.9% | 加碼 | 歷史 |
| GBFHGBank Financial Holdings Inc. | COM | 39,854 | $135.1 萬 | 0.1% | +6,064+17.9% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 5,801 | $127.5 萬 | 0.1% | −362−5.9% | 減碼 | – |
| SYKStryker Corp | Stock | 3,575 | $125.7 萬 | 0.1% | +4+0.1% | 加碼 | 歷史 |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 15,538 | $119.7 萬 | 0.1% | −568−3.5% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,705 | $116.3 萬 | 0.1% | +892+109.7% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,730 | $108.5 萬 | 0.1% | −341−16.5% | 減碼 | – |
| WisdomTree Tr97717W570 | US MIDCAP FUND | 16,165 | $108.0 萬 | 0.1% | 00.0% | 不變 | – |
| COSTCostco Wholesale Corp | Stock | 1,238 | $106.7 萬 | 0.1% | −30−2.4% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 1,186 | $104.2 萬 | 0.1% | −54−4.4% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33734H106 | SHS | 22,080 | $101.7 萬 | 0.1% | +106+0.5% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 8,084 | $97.3 萬 | 0.1% | +13+0.2% | 加碼 | 歷史 |
| J P Morgan Exchange-Traded F46641Q209 | DIV RTN INT EQ | 13,842 | $94.3 萬 | 0.1% | −66−0.5% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 2,661 | $92.1 萬 | 0.1% | +15+0.6% | 加碼 | 歷史 |
| WisdomTree Tr97717W547 | US VALUE FD | 9,510 | $88.7 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Inc464286632 | MSCI ISRAEL ETF | 7,782 | $85.6 萬 | 0.1% | −43−0.5% | 減碼 | – |
| iShares S&P 100 ETF464287101 | ETF | 2,401 | $82.3 萬 | 0.1% | 00.0% | 不變 | – |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 18,388 | $82.1 萬 | 0.1% | −116−0.6% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J742 | RAFI STRATGIC US | 14,256 | $81.5 萬 | 0.1% | −100−0.7% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 1,221 | $80.6 萬 | 0.1% | +18+1.5% | 加碼 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 5,867 | $80.3 萬 | 0.1% | +5,867 | 新進 | – |
| NOCNorthrop Grumman Corp | Stock | 1,360 | $77.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $75.5 萬 | 0.1% | −1−50.0% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 7,880 | $73.9 萬 | 0.1% | +400+5.3% | 加碼依 10 比 1 拆股換算 | 歷史 |
| JNJJohnson & Johnson | Stock | 3,567 | $73.8 萬 | 0.1% | +310+9.5% | 加碼 | 歷史 |
| iShares Tr46435U853 | BROAD USD HIGH | 19,651 | $73.5 萬 | 0.1% | −850−4.1% | 減碼 | – |
| iShares Tr46435U218 | ESG MSCI LEADR | 5,721 | $69.4 萬 | 0.1% | +169+3.0% | 加碼 | – |
| IBITiShares Bitcoin Trust ETF | ETF | 13,841 | $68.7 萬 | 0.1% | +195+1.4% | 加碼 | 歷史 |
| Nushares ETF Tr67092P508 | NUVEEN ESG MIDVL | 17,182 | $67.2 萬 | 0.1% | −782−4.4% | 減碼 | – |
| ASMLASML Holding NV | ADR | 603 | $64.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 7,139 | $63.9 萬 | <0.1% | +85+1.2% | 加碼 | – |
| MSMorgan Stanley | Stock | 3,486 | $61.9 萬 | <0.1% | +70+2.0% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 1,081 | $61.7 萬 | <0.1% | +163+17.8% | 加碼 | 歷史 |
| iShares Tr46436E551 | ESG SELECT SCRE | 13,694 | $61.1 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 8,156 | $60.0 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 1,522 | $58.9 萬 | <0.1% | 00.0% | 不變 | – |
| JPCNuveen Preferred & Income Opportunities Fund | COM | 70,922 | $57.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2025 年第 3 季之後清倉（9 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | ETF | 988,940 | $2,491 萬 | 1.9% | – |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 48,097 | $99.5 萬 | 0.1% | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 10,409 | $52.8 萬 | <0.1% | – |
| iShares Tr46436E858 | IBONDS 26 TRM TS | 22,461 | $51.5 萬 | <0.1% | – |
| iShares Tr46436E866 | IBONDS 25 TRM TS | 22,062 | $51.5 萬 | <0.1% | – |
| ELMEElme Communities | SH BEN INT | 17,470 | $29.5 萬 | <0.1% | 歷史 |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 4,428 | $23.2 萬 | <0.1% | – |
| ABTAbbott Laboratories | Stock | 1,650 | $22.1 萬 | <0.1% | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 1,000 | $20.4 萬 | <0.1% | 歷史 |