RVW Wealth, LLC
- SEC CIK
- 0001756543
- 最新申報
- 2026/7/7
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/4/8 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 176
- 較 2025 年第 4 季 −5
- 總值
- $12.8 億
- 較 2025 年第 4 季 −$2,556 萬 (−2.0%)
| 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 | 4,630,535 | $2.09 億 | 16.3% | +118,160+2.6% | 加碼 | – |
| American Centy ETF Tr025072885 | US EQT ETF | 802,554 | $8,923 萬 | 7.0% | −19,294−2.3% | 減碼 | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 829,962 | $7,290 萬 | 5.7% | +6,934+0.8% | 加碼 | – |
| WisdomTree Tr97717Y477 | US QUALITY GROW | 1,065,641 | $5,694 萬 | 4.4% | −16,479−1.5% | 減碼 | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 1,456,488 | $5,674 萬 | 4.4% | −37,987−2.5% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 918,104 | $5,630 萬 | 4.4% | +14,107+1.6% | 加碼 | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 921,777 | $4,261 萬 | 3.3% | −18,253−1.9% | 減碼 | – |
| Victory Portfolios II92647X830 | SHS FR CA FL ETF | 1,000,618 | $3,950 萬 | 3.1% | +18,628+1.9% | 加碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 570,710 | $3,897 萬 | 3.0% | −6,376−1.1% | 減碼 | – |
| AAPLApple Inc. | Stock | 135,988 | $3,451 萬 | 2.7% | +1,372+1.0% | 加碼 | 歷史 |
| iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9 | ETF | 1,217,920 | $2,952 萬 | 2.3% | +47,339+4.0% | 加碼 | – |
| iShares Ibonds Dec 2028 Term Corporate ETF46435U515 | ETF | 1,159,226 | $2,936 萬 | 2.3% | +70,569+6.5% | 加碼 | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 858,565 | $2,907 萬 | 2.3% | −26,641−3.0% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 247,209 | $2,771 萬 | 2.2% | +8,323+3.5% | 加碼 | – |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | ETF | 1,140,545 | $2,765 萬 | 2.2% | −177,816−13.5% | 減碼 | – |
| iShares Ibonds Dec 2029 Term Corporate ETF46436E205 | ETF | 1,148,779 | $2,672 萬 | 2.1% | +88,780+8.4% | 加碼 | – |
| iShares Ibonds Dec 2030 Term Corporate ETF46436E726 | ETF | 1,206,110 | $2,640 萬 | 2.1% | +92,958+8.4% | 加碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 131,486 | $2,522 萬 | 2.0% | −3,159−2.3% | 減碼 | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 291,172 | $2,470 萬 | 1.9% | −11,019−3.6% | 減碼 | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 302,469 | $2,391 萬 | 1.9% | −5,663−1.8% | 減碼 | – |
| First Trust Nasdaq-100 Technology Sector Index Fund337345102 | ETF | 83,826 | $1,810 萬 | 1.4% | −1,864−2.2% | 減碼 | – |
| Flexshares Tr33939L100 | MORNSTAR USMKT | 68,293 | $1,648 萬 | 1.3% | −1,786−2.5% | 減碼 | – |
| iShares Tr464287721 | U.S. TECH ETF | 88,766 | $1,610 萬 | 1.3% | +3,691+4.3% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138G672 | S&P MDCP 400 REV | 117,587 | $1,508 萬 | 1.2% | −12,640−9.7% | 減碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 142,111 | $1,380 萬 | 1.1% | −659−0.5% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 21,306 | $1,230 萬 | 1.0% | −69−0.3% | 減碼 | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 128,235 | $1,166 萬 | 0.9% | −10,250−7.4% | 減碼 | – |
| Pacer US Large Cap Cash Cows Growth Leaders ETF69374H360 | ETF | 341,988 | $1,154 萬 | 0.9% | +45,410+15.3% | 加碼 | – |
| First Tr Exchange-Traded FD33734X176 | TECH ALPHADEX | 61,631 | $979.1 萬 | 0.8% | −3,936−6.0% | 減碼 | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 153,116 | $739.9 萬 | 0.6% | −26,866−14.9% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q886 | DIVERSFED RTRN | 63,630 | $728.7 萬 | 0.6% | −1,732−2.6% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 41,651 | $726.4 萬 | 0.6% | −1,367−3.2% | 減碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 129,372 | $654.8 萬 | 0.5% | +129,372 | 新進 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 103,405 | $646.9 萬 | 0.5% | −13,111−11.3% | 減碼 | – |
| Flexshares Tr33939L845 | QLT DIV DEF IDX | 80,662 | $643.8 萬 | 0.5% | −7,651−8.7% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 17,356 | $556.8 萬 | 0.4% | −7,098−29.0% | 減碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 27,549 | $528.7 萬 | 0.4% | −15,326−35.7% | 減碼 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 55,177 | $527.6 萬 | 0.4% | −3,002−5.2% | 減碼 | – |
| American Centy ETF Tr02507A606 | AVANTIS TOTAL EQ | 111,410 | $523.8 萬 | 0.4% | +111,410 | 新進 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 128,583 | $499.7 萬 | 0.4% | −270.0% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138G698 | S&P 500 REVENUE | 42,548 | $488.9 萬 | 0.4% | −895−2.1% | 減碼 | – |
| DBX ETF Tr233051481 | XTRA RU 1000 ETF | 78,310 | $469.0 萬 | 0.4% | −2,145−2.7% | 減碼 | – |
| GBFHGBank Financial Holdings Inc. | COM | 158,854 | $425.1 萬 | 0.3% | +119,000+298.6% | 加碼 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 55,282 | $388.0 萬 | 0.3% | −299−0.5% | 減碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 124,348 | $381.5 萬 | 0.3% | −18,121−12.7% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 7,864 | $343.5 萬 | 0.3% | −112−1.4% | 減碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 25,160 | $334.4 萬 | 0.3% | 00.0% | 不變 | – |
| TSLATesla, Inc. | Stock | 8,990 | $334.2 萬 | 0.3% | +1,056+13.3% | 加碼 | 歷史 |
| iShares Tr46434V282 | U S EQUITY FACTR | 44,983 | $296.9 萬 | 0.2% | 00.0% | 不變 | – |
| GEVGE Vernova Inc. | Stock | 3,337 | $291.3 萬 | 0.2% | +1,001+42.9% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 22,329 | $277.6 萬 | 0.2% | +10.0% | 加碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 106,830 | $268.1 萬 | 0.2% | −29,032−21.4% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 12,848 | $267.6 萬 | 0.2% | +4,928+62.2% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 5,165 | $247.5 萬 | 0.2% | −767−12.9% | 減碼 | 歷史 |
| Flexshares Tr33939L696 | STOX US ESG SLCT | 16,049 | $243.5 萬 | 0.2% | 00.0% | 不變 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 3,629 | $223.8 萬 | 0.2% | −500−12.1% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 7,799 | $223.7 萬 | 0.2% | +178+2.3% | 加碼 | 歷史 |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 28,607 | $215.1 萬 | 0.2% | −1,757−5.8% | 減碼 | – |
| INTUIntuit Inc. | Stock | 4,591 | $198.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 4,933 | $182.6 萬 | 0.1% | +310+6.7% | 加碼 | 歷史 |
| American Centy ETF Tr025072877 | US SML CP VALU | 15,115 | $167.0 萬 | 0.1% | +387+2.6% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 2,738 | $163.6 萬 | 0.1% | +1,008+58.3% | 加碼 | – |
| NOCNorthrop Grumman Corp | Stock | 2,360 | $161.0 萬 | 0.1% | +1,000+73.5% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 6,728 | $146.3 萬 | 0.1% | −185−2.7% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 4,672 | $134.4 萬 | 0.1% | +54+1.2% | 加碼 | 歷史 |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 15,339 | $123.6 萬 | 0.1% | −199−1.3% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 5,633 | $121.1 萬 | 0.1% | −168−2.9% | 減碼 | – |
| SYKStryker Corp | Stock | 3,575 | $117.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 6,744 | $114.4 萬 | 0.1% | −1,340−16.6% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,192 | $109.6 萬 | 0.1% | −1,000−45.6% | 減碼 | 歷史 |
| WisdomTree Tr97717W570 | US MIDCAP FUND | 16,165 | $108.7 萬 | 0.1% | 00.0% | 不變 | – |
| COSTCostco Wholesale Corp | Stock | 1,035 | $103.1 萬 | 0.1% | −203−16.4% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3,438 | $101.1 萬 | 0.1% | −1,230−26.3% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33734H106 | SHS | 21,452 | $100.9 萬 | 0.1% | −628−2.8% | 減碼 | – |
| GSGoldman Sachs Group Inc | Stock | 1,182 | $100.0 萬 | 0.1% | −4−0.3% | 減碼 | 歷史 |
| J P Morgan Exchange-Traded F46641Q209 | DIV RTN INT EQ | 13,857 | $98.7 萬 | 0.1% | +15+0.1% | 加碼 | – |
| DISWalt Disney Co | Stock | 10,059 | $96.9 萬 | 0.1% | −5,668−36.0% | 減碼 | 歷史 |
| iShares Inc464286632 | MSCI ISRAEL ETF | 8,302 | $96.3 萬 | 0.1% | +520+6.7% | 加碼 | – |
| WisdomTree Tr97717W547 | US VALUE FD | 9,510 | $90.1 萬 | 0.1% | 00.0% | 不變 | – |
| JNJJohnson & Johnson | Stock | 3,567 | $87.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 18,358 | $82.7 萬 | 0.1% | −30−0.2% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 2,600 | $80.5 萬 | 0.1% | −61−2.3% | 減碼 | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 2,505 | $79.7 萬 | 0.1% | +104+4.3% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J742 | RAFI STRATGIC US | 13,497 | $78.2 萬 | 0.1% | −759−5.3% | 減碼 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 5,870 | $75.2 萬 | 0.1% | +3+0.1% | 加碼 | – |
| NFLXNetflix Inc | Stock | 7,790 | $74.9 萬 | 0.1% | −90−1.1% | 減碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $71.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 3,467 | $71.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46435U853 | BROAD USD HIGH | 18,951 | $69.8 萬 | 0.1% | −700−3.6% | 減碼 | – |
| Goldman Sachs ETF Tr38149W564 | DYNA CAL MUN ETF | 13,415 | $68.0 萬 | 0.1% | +13,415 | 新進 | – |
| Dimensional ETF Trust25434V633 | CALIF MUN BD ETF | 13,627 | $67.9 萬 | 0.1% | +13,627 | 新進 | – |
| iShares Tr464288356 | CALIF MUN BD ETF | 11,897 | $67.6 萬 | 0.1% | +11,897 | 新進 | – |
| Nushares ETF Tr67092P508 | NUVEEN ESG MIDVL | 17,113 | $66.3 萬 | 0.1% | −69−0.4% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 1,157 | $66.2 萬 | 0.1% | −64−5.2% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 2,188 | $66.1 萬 | 0.1% | −2,190−50.0% | 減碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 7,239 | $65.5 萬 | 0.1% | +100+1.4% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,001 | $65.1 萬 | 0.1% | −704−41.3% | 減碼 | 歷史 |
| iShares Tr46435U218 | ESG MSCI LEADR | 5,721 | $65.0 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr46436E551 | ESG SELECT SCRE | 13,694 | $62.1 萬 | <0.1% | 00.0% | 不變 | – |
| First Tr Exch TRD Alphdx FD33737J307 | EM SML CP ALPH | 13,604 | $62.0 萬 | <0.1% | +8+0.1% | 加碼 | – |
2025 年第 4 季之後清倉（17 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 11,920 | $57.2 萬 | <0.1% | – |
| PLTRPalantir Technologies Inc. | Stock | 2,903 | $51.6 萬 | <0.1% | 歷史 |
| SCHWSchwab Charles Corp | Stock | 4,514 | $45.1 萬 | <0.1% | 歷史 |
| BSXBoston Scientific Corp | Stock | 4,316 | $41.2 萬 | <0.1% | 歷史 |
| ADIAnalog Devices Inc | Stock | 1,376 | $37.3 萬 | <0.1% | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 1,664 | $30.9 萬 | <0.1% | 歷史 |
| AONAon plc | CL A | 800 | $28.2 萬 | <0.1% | 歷史 |
| TDYTeledyne Technologies Inc | COM | 538 | $27.5 萬 | <0.1% | 歷史 |
| AXPAmerican Express Co | Stock | 670 | $24.8 萬 | <0.1% | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 478 | $22.6 萬 | <0.1% | – |
| PGProcter & Gamble Co | Stock | 1,510 | $21.6 萬 | <0.1% | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 555 | $20.7 萬 | <0.1% | – |
| PEPPepsiCo Inc | Stock | 1,441 | $20.7 萬 | <0.1% | 歷史 |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 4,901 | $20.2 萬 | <0.1% | – |
| EOGEOG Resources Inc | Stock | 1,916 | $20.1 萬 | <0.1% | 歷史 |
| LIONLionsgate Studios Corp. | COM | 16,752 | $15.3 萬 | <0.1% | 歷史 |
| PFSAProfusa, Inc. | COM | 29,300 | $3,071 | <0.1% | 歷史 |