RVW Wealth, LLC
- SEC CIK
- 0001756543
- 最新申報
- 2026/7/7
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/7 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 183
- 較 2026 年第 1 季 +7
- 總值
- $15.2 億
- 較 2026 年第 1 季 +$2.35 億 (+18.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| CWBRCohBar, Inc. | COM NEW | 181,490 | $7.44 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TTRXTurn Therapeutics Inc. | COM | 18,000 | $13.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J429 | BULETSHS 2031 CP | 10,220 | $16.7 萬 | <0.1% | 00.0% | 不變 | – |
| Invesco Exch TRD SLF Idx FD46138J460 | INVSCO 30 CORP | 10,816 | $18.0 萬 | <0.1% | +10,816 | 新進 | – |
| LMTLockheed Martin Corp | Stock | 397 | $20.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ORCLOracle Corp | Stock | 1,387 | $20.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Pacer Developed Markets International Cash Cows 100 ETF69374H873 | ETF | 5,020 | $20.9 萬 | <0.1% | −5,020−50.0% | 減碼 | – |
| RTXRTX Corp | Stock | 1,109 | $21.0 萬 | <0.1% | −2,000−64.3% | 減碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 2,593 | $21.5 萬 | <0.1% | −355−12.0% | 減碼 | – |
| AXPAmerican Express Co | Stock | 645 | $21.8 萬 | <0.1% | +645 | 新進 | 歷史 |
| RVMDRevolution Medicines, Inc. | COM | 1,194 | $22.4 萬 | <0.1% | +1,194 | 新進 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 750 | $22.4 萬 | <0.1% | −155−17.1% | 減碼 | – |
| VLOValero Energy Corp | Stock | 862 | $22.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 555 | $22.7 萬 | <0.1% | +555 | 新進 | – |
| ADIAnalog Devices Inc | Stock | 596 | $23.7 萬 | <0.1% | +596 | 新進 | 歷史 |
| J P Morgan Exchange Traded F46641Q308 | DIV RTN EM EQT | 3,779 | $23.7 萬 | <0.1% | 00.0% | 不變 | – |
| HDHome Depot, Inc. | Stock | 677 | $23.9 萬 | <0.1% | −40−5.6% | 減碼 | 歷史 |
| EMREmerson Electric Co | Stock | 1,675 | $24.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33734G108 | COM | 7,591 | $24.1 萬 | <0.1% | −907−10.7% | 減碼 | – |
| NVSNovartis AG | ADR | 1,542 | $24.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IMAXImax Corp | COM | 6,068 | $24.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 4,908 | $24.8 萬 | <0.1% | −124,464−96.2% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 850 | $25.8 萬 | <0.1% | −1−0.1% | 減碼 | – |
| SPDR Index Shs FDS78463X848 | ST STR ACWI ETF | 6,425 | $26.1 萬 | <0.1% | 00.0% | 不變 | – |
| AMDAdvanced Micro Devices Inc | Stock | 451 | $26.2 萬 | <0.1% | +451 | 新進 | 歷史 |
| Invesco Exch Traded FD Tr II46138G870 | VAR RATE PFD | 11,314 | $27.5 萬 | <0.1% | 00.0% | 不變 | – |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 14,043 | $27.5 萬 | <0.1% | −15,313−52.2% | 減碼 | – |
| Alps ETF Tr00162Q726 | BARRONS 400 ETF | 2,899 | $27.7 萬 | <0.1% | 00.0% | 不變 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 2,720 | $28.0 萬 | <0.1% | −97−3.4% | 減碼 | – |
| MSMorgan Stanley | Stock | 1,343 | $28.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NFLXNetflix Inc | Stock | 3,944 | $28.2 萬 | <0.1% | −3,846−49.4% | 減碼 | 歷史 |
| Global X FDS37954Y657 | US PFD ETF | 15,196 | $28.4 萬 | <0.1% | 00.0% | 不變 | – |
| HYIWestern Asset High Yield Opportunity Fund Inc. | COM | 27,623 | $29.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J577 | BULETSHS 2029 | 15,968 | $29.7 萬 | <0.1% | +1,555+10.8% | 加碼 | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 5,598 | $30.2 萬 | <0.1% | 00.0% | 不變 | – |
| Amplify ETF Tr032108599 | AMPLIFY BLUESTAR | 4,557 | $30.3 萬 | <0.1% | −224−4.7% | 減碼 | – |
| Invesco Exchange Traded FD T46137V464 | S&P MDCP MOMNTUM | 1,789 | $30.4 萬 | <0.1% | 00.0% | 不變 | – |
| COFCapital One Financial Corp | Stock | 1,531 | $30.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| JFRNuveen Floating Rate Income Fund | COM | 40,349 | $30.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GBTCGrayscale Bitcoin Trust ETF | ETF | 6,872 | $31.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GLDSPDR Gold Trust | ETF | 879 | $32.4 萬 | <0.1% | +24+2.8% | 加碼 | 歷史 |
| FPFFirst Trust Intermediate Duration Preferred & Income Fund | COM | 17,849 | $32.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288562 | RESIDENTIAL MULT | 3,430 | $32.5 萬 | <0.1% | −74−2.1% | 減碼 | – |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 2,000 | $32.7 萬 | <0.1% | 00.0% | 不變 | – |
| Schwab Strategic Tr808524722 | 1000 INDEX ETF | 9,148 | $33.0 萬 | <0.1% | 00.0% | 不變 | – |
| Nushares ETF Tr67092P409 | NUVEEN ESG MIDCP | 7,117 | $33.4 萬 | <0.1% | −62−0.9% | 減碼 | – |
| AMATApplied Materials Inc | Stock | 464 | $33.5 萬 | <0.1% | +464 | 新進 | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 600 | $33.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 7,595 | $34.0 萬 | <0.1% | −1,073−12.4% | 減碼 | – |
| PANWPalo Alto Networks Inc | Stock | 1,003 | $34.2 萬 | <0.1% | +1,003 | 新進 | 歷史 |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 1,199 | $34.2 萬 | <0.1% | 00.0% | 不變 | – |
| IBMInternational Business Machines Corp | Stock | 1,218 | $34.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Flexshares Tr33939L662 | HIG YLD VL ETF | 8,509 | $34.3 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Ibonds Dec 2031 Term Corporate ETF46436E486 | ETF | 16,560 | $34.5 萬 | <0.1% | 00.0% | 不變 | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 7,846 | $34.5 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,636 | $35.7 萬 | <0.1% | −160−8.9% | 減碼 | – |
| iShares Tr464288521 | CRE U S REIT ETF | 5,717 | $38.0 萬 | <0.1% | 00.0% | 不變 | – |
| Invesco Exch TRD SLF Idx FD46138J643 | INVSCO BLSH 28 | 19,518 | $39.7 萬 | <0.1% | +1,270+7.0% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 1,474 | $39.8 萬 | <0.1% | −100−6.4% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 3,591 | $40.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 5,315 | $41.0 萬 | <0.1% | 00.0% | 不變 | – |
| Nushares ETF Tr67092P888 | NUVEEN ESG EMRGN | 9,835 | $41.7 萬 | <0.1% | 00.0% | 不變 | – |
| GEGeneral Electric Co | Stock | 1,225 | $45.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 13,862 | $46.1 萬 | <0.1% | +21+0.2% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 24,211 | $47.3 萬 | <0.1% | −4,286−15.0% | 減碼 | – |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 9,526 | $47.6 萬 | <0.1% | +124+1.3% | 加碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 3,525 | $48.5 萬 | <0.1% | −629−15.1% | 減碼 | – |
| JGHNuveen Global High Income Fund | SHS | 39,379 | $50.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 13,729 | $50.6 萬 | <0.1% | 00.0% | 不變 | – |
| ASMLASML Holding NV | ADR | 260 | $51.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 6,487 | $52.3 萬 | <0.1% | 00.0% | 不變依 4 比 1 拆股換算 | – |
| DDominion Energy, Inc | Stock | 7,725 | $52.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MAMastercard Inc | Stock | 1,044 | $53.6 萬 | <0.1% | −27−2.5% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V633 | CALIF MUN BD ETF | 10,711 | $53.7 萬 | <0.1% | −2,916−21.4% | 減碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 4,560 | $54.5 萬 | <0.1% | 00.0% | 不變依 8 比 1 拆股換算 | – |
| Flexshares Tr33939L837 | INTL QLTDV IDX | 15,875 | $54.9 萬 | <0.1% | +557+3.6% | 加碼 | – |
| VanEck Vectors ETF Tr92189F635 | ISRAEL ETF | 8,568 | $55.6 萬 | <0.1% | −492−5.4% | 減碼 | – |
| JPCNuveen Preferred & Income Opportunities Fund | COM | 70,922 | $55.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 3,467 | $57.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LRCXLam Research Corp | Stock | 1,340 | $58.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288356 | CALIF MUN BD ETF | 10,236 | $59.0 萬 | <0.1% | −1,661−14.0% | 減碼 | – |
| Goldman Sachs ETF Tr38149W564 | DYNA CAL MUN ETF | 11,564 | $59.2 萬 | <0.1% | −1,851−13.8% | 減碼 | – |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 5,512 | $59.4 萬 | <0.1% | 00.0% | 不變 | – |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 11,920 | $60.6 萬 | <0.1% | +11,920 | 新進 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 815 | $61.0 萬 | <0.1% | −39−4.6% | 減碼 | – |
| First Tr Exch TRD Alphdx FD33737J307 | EM SML CP ALPH | 13,618 | $62.2 萬 | <0.1% | +14+0.1% | 加碼 | – |
| INTCIntel Corp | Stock | 4,625 | $64.6 萬 | <0.1% | −995−17.7% | 減碼 | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 1,522 | $64.9 萬 | <0.1% | 00.0% | 不變 | – |
| METAMeta Platforms, Inc. | Stock | 1,157 | $65.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46435U853 | BROAD USD HIGH | 18,951 | $70.2 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 7,284 | $70.3 萬 | <0.1% | +45+0.6% | 加碼 | – |
| iShares Tr46436E551 | ESG SELECT SCRE | 13,663 | $71.3 萬 | <0.1% | −31−0.2% | 減碼 | – |
| Nushares ETF Tr67092P508 | NUVEEN ESG MIDVL | 17,113 | $74.4 萬 | <0.1% | 00.0% | 不變 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $74.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 2,188 | $75.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46435U218 | ESG MSCI LEADR | 5,845 | $77.6 萬 | 0.1% | +124+2.2% | 加碼 | – |
| SPCXSpace Exploration Technologies Corp | CLASS A COM STK | 4,846 | $82.8 萬 | 0.1% | +4,846 | 新進 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 5,859 | $85.8 萬 | 0.1% | −11−0.2% | 減碼 | – |
| iShares S&P 100 ETF464287101 | ETF | 2,421 | $88.6 萬 | 0.1% | −84−3.4% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 3,567 | $90.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2026 年第 1 季之後清倉（4 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。