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Revisor Wealth Management LLC

分散型投資策略趨勢追蹤型高品質投資策略

申報總市值

US$3.6億

申報季度: 2026-03-31 · 持股檔數: 327

Revisor Wealth Management LLC在最新一期 13F 報告中揭露了 327 項持股，申報期為 2026-03-31，總持股市值約為 US$3.6億，季度換手率為 16.9%。

機構性格雪花圖

集中度
4.75
持倉穩定性
16.87
動能／逆勢
100
產業集中度
58.24
多樣化
100
倉位均衡度
83

近期動向

  • 減碼 AAPL

    -18.2%　-US$271.3萬

  • 加碼 SPSB

    +33.4%　US$159.7萬

  • 加碼 SCHZ

    +7.7%　US$119.1萬

  • 減碼 RDDT

    -0.7%　-US$128.4萬

  • 減碼 VCLT

    -11.7%　-US$144.0萬

  • 減碼 MSFT

    +7.2%　-US$130.7萬

持倉地圖

新建倉加碼不變減碼

前十大持股佔比

本季完整持股清單

#代號標的名稱資產子類別佔比佔比變動持倉量變化4Q Trend
1SCHZSchwab US Aggregate Bond ETFETF-其他5.11%+0.47%+7.69%
2AAPLApple INC股票-科技3.68%-0.61%-18.19%
3VCITVanguard Int-term CorporateETF-投資等級公司債3.05%—-1.85%
4VIGIVanguard Int Div App Indx FdETF-其他2.65%-0.14%-3.61%
5VCLTVanguard Long-term CORP BondETF-投資等級公司債2.47%-0.31%-11.71%
6MSFTMicrosoft CORP股票-科技2.44%-0.28%+7.23%
7SPEMState Street Sp Ptf Em ETFETF-其他2.44%-0.18%-5.88%
8DVYEIshares Emerging Markets DivETF-新興市場2.12%-0.03%-6.81%
9SPSBSs Spdr P St C CORP ETFETF-其他1.79%+0.48%+33.42%
10AMZNAmazon.com INC股票-循環性消費1.62%+0.16%+19.87%
11MCDMcdonald's CORP股票-循環性消費1.52%—-0.20%
12NVDANvidia CORP股票-科技1.42%+0.23%+22.58%
13CRMSalesforce INC股票-科技1.32%-0.25%+0.09%
14TSLATesla INC股票-循環性消費1.21%-0.09%+9.72%
15CINFCincinnati Financial CORP股票-金融1.20%—+0.12%
16GOOGAlphabet Inc-cl C股票-通訊服務1.04%-0.25%-12.14%
17JPMJpmorgan Chase & Co股票-金融0.91%—-1.41%
18XOMExxon Mobil CORP股票-能源0.90%+0.21%-3.56%
19BILSs Spdr Bb 1-3m T-bill ETFETF-政府公債0.88%-0.26%-25.20%
20SCHGSchwab US Large-cap GrowthETF-其他0.88%—+1.78%
21METAMeta Platforms Inc-class A股票-通訊服務0.83%—+7.66%
22GOOGLAlphabet Inc-cl A股票-通訊服務0.82%-0.13%-5.14%
23BIBLInspire 100 ETFETF-其他0.81%—-3.41%
24SCHFSchwab Intl Equity ETFETF-其他0.78%—-1.77%
25SCHPSchwab U.s. Tips ETFETF-其他0.74%-0.12%-16.15%
26IAGGIshares Intl Aggregate BondETF-其他0.74%—-0.44%
27PMPhilip Morris International股票-非循環性消費0.74%—-0.15%
28SHWSherwin-williams Co/the股票-原物料0.74%—-0.22%
29BRK-BBerkshire Hathaway Inc-cl B股票-其他0.71%—-2.45%
30SLVIshares Silver TrustETF-避險與商品0.69%—+4.05%
31WFCWells Fargo & Co股票-金融0.66%-0.13%-7.20%
32VIGVanguard Dividend Apprec ETFETF-其他0.64%—-1.28%
33SPYSs Spdr S&p 500 ETF Trust-usETF-大型股與成長0.63%—-5.01%
34BIVVanguard Intermediate-term BETF-其他0.62%—-3.84%
35ENBEnbridge INC股票-能源0.59%—-0.18%
36JPSTJpmorgan Ultra-short IncomeETF-其他0.58%—-1.14%
37IGIBIshares 5-10y Inv Grade CORPETF-投資等級公司債0.58%-0.18%-24.84%
38MGVVanguard Mega Cap Value ETFETF-其他0.56%—+6.80%
39RCLRoyal Caribbean Cruises Ltd.股票-循環性消費0.56%—-1.64%
40RDDTReddit Inc-cl A股票-通訊服務0.54%-0.32%-0.69%
41MDTMedtronic plc股票-醫療保健0.53%—+0.69%
42VWOVanguard Ftse Emerging MarkeETF-新興市場0.52%—+17.68%
43KOCoca-cola Co/the股票-非循環性消費0.51%—-8.89%
44BDXBecton Dickinson And Co股票-醫療保健0.49%-0.11%+1.06%
45GSKGsk Plc-spon Adr股票-醫療保健0.48%—-9.30%
46VBVanguard Small-cap ETFETF-其他0.46%—+8.97%
47VTIVanguard Total Stock Mkt ETFETF-其他0.45%—-5.75%
48TSMTaiwan Semiconductor-sp Adr股票-科技0.45%—-2.90%
49WMTWalmart INC股票-非循環性消費0.44%—-3.40%
50VVisa Inc-class A Shares股票-金融0.43%—+15.77%
1–50 of 327

本季持股變動

Revisor Wealth Management LLC 在 2026-03-31 最顯著的持倉異動： 清倉: Simplify Managed Futures St (CTA); 新建倉: Inspire Corporate Bond ETF (IBD); 清倉: First Trust Long/short Eqty (FTLS); 清倉: Bank Of America CORP (BAC); 清倉: Proshares Ultra Bloomberg NA (BOIL1EUR).

Revisor Wealth Management LLC 於截至 2026-03-31 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#代號標的名稱佔比變動持倉量變化異動類型
1SPSBSs Spdr P St C CORP ETF+0.5%+33.42%加碼
2SCHZSchwab US Aggregate Bond ETF+0.5%+7.69%加碼
3NVDANvidia CORP+0.2%+22.58%加碼
4XOMExxon Mobil CORP+0.2%-3.56%減碼
5ELVElevance Health INC+0.2%+162.43%加碼
6AMZNAmazon.com INC+0.2%+19.87%加碼
7BITBBitwise Bitcoin ETF+0.1%+167.31%加碼
8PLTRPalantir Technologies Inc-a+0.1%+93.15%加碼
9PTLInspire 500 ETF+0.1%+235.38%加碼
10ARGTGlobal X Msci Argentina ETF+0.1%+167.90%加碼
11JAAAJanus Henderson Aaa Clo ETF+0.1%+36.84%加碼
12CRDOCredo Technology Group Holding Ltd+0.1%+151.51%加碼
13VEAVanguard Ftse Developed ETF+0.1%+41.73%加碼
14BLESInspire Global Hope ETF+0.1%+139.75%加碼
15ICVTIshares Convertible Bond ETF+0.1%+54.20%加碼
16BKNGBooking Holdings INC+0.1%+68.33%加碼
17VCITVanguard Int-term Corporate—-1.85%減碼
18DVYEIshares Emerging Markets Div0%-6.81%減碼
19LACLithium Americas CORP-0.1%+7.41%加碼
20TSLATesla INC-0.1%+9.72%加碼
21BDXBecton Dickinson And Co-0.1%+1.06%加碼
22SCHPSchwab U.s. Tips ETF-0.1%-16.15%減碼
23ALBAlbemarle CORP-0.1%-44.69%減碼
24GOOGLAlphabet Inc-cl A-0.1%-5.14%減碼
25WFCWells Fargo & Co-0.1%-7.20%減碼
26VIGIVanguard Int Div App Indx Fd-0.1%-3.61%減碼
27SPEMState Street Sp Ptf Em ETF-0.2%-5.88%減碼
28IGIBIshares 5-10y Inv Grade CORP-0.2%-24.84%減碼
29GOOGAlphabet Inc-cl C-0.3%-12.14%減碼
30CRMSalesforce INC-0.3%+0.09%加碼
31BILSs Spdr Bb 1-3m T-bill ETF-0.3%-25.20%減碼
32JMIAJumia Technologies Ag-adr-0.3%+2.70%加碼
33MSFTMicrosoft CORP-0.3%+7.23%加碼
34VCLTVanguard Long-term CORP Bond-0.3%-11.71%減碼
35RDDTReddit Inc-cl A-0.3%-0.69%減碼
36AAPLApple INC-0.6%-18.19%減碼
37CTASimplify Managed Futures St—EXIT清倉
38IBDInspire Corporate Bond ETF—NEW新建倉
39FTLSFirst Trust Long/short Eqty—EXIT清倉
40BACBank Of America CORP—EXIT清倉
41BOIL1EURProshares Ultra Bloomberg NA—EXIT清倉
42GMGeneral Motors Co—NEW新建倉
43ZECPZacks Earnings Consistent Po—NEW新建倉
44RISNInspire Capital Appreciation—NEW新建倉
45ANROAlto Neuroscience INC—NEW新建倉
46LITELumentum Holdings INC—NEW新建倉
47REMXVaneck Rar Earth Nd Stg-usdi—NEW新建倉
48SMIZZacks Small/mid Cap ETF—NEW新建倉
49AMRZAmrize Ltd—NEW新建倉
50AONAon plc—NEW新建倉

FAQ

Revisor Wealth Management LLC 是什麼機構？屬於哪種投資人類型？
Revisor Wealth Management LLC 是一家投資管理機構，每季依規定向 SEC 申報 Form 13F，揭露其在美國上市股票的持倉資訊。根據最新一期申報（2026-03-31），該機構追蹤的股票投資組合估值約為 US$3.6億，分佈在 327 個已申報部位之中。
Revisor Wealth Management LLC 目前前幾大持股有哪些？
根據最新 13F 申報，Revisor Wealth Management LLC 按市值排列的前幾大持股為： 1. Schwab US Aggregate Bond ETF (SCHZ) — US$1851.2萬 (5.1%) 2. Apple INC (AAPL) — US$1332.2萬 (3.7%) 3. Vanguard Int-term Corporate (VCIT) — US$1105.4萬 (3.0%) 4. Vanguard Int Div App Indx Fd (VIGI) — US$958.2萬 (2.6%) 5. Vanguard Long-term CORP Bond (VCLT) — US$893.1萬 (2.5%)
Revisor Wealth Management LLC 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Revisor Wealth Management LLC 共進行了 50 項顯著調整：新建倉 10 個部位、加碼 21 個既有持股、減碼 15 個部位，並完全清倉 4 個持股。 其中幅度最大的異動：清倉: Simplify Managed Futures St (CTA); 新建倉: Inspire Corporate Bond ETF (IBD); 清倉: First Trust Long/short Eqty (FTLS); 清倉: Bank Of America CORP (BAC); 清倉: Proshares Ultra Bloomberg NA (BOIL1EUR)
Revisor Wealth Management LLC 主要集中投資哪些產業板塊？
根據目前已申報的股票投資組合，Revisor Wealth Management LLC 的主要板塊分佈如下： • Information Technology: 35.4% • Consumer Discretionary: 16.6% • Communication Services: 12.3% • Financials: 11.0% • Health Care: 7.4% • Consumer Staples: 6.7%