CIK: 0002055570
申报总市值
US$1.7亿
申报季度: 2026-03-31 · 持股只数: 152
Riverbend Wealth Management, LLC在最新一期 13F 报告中披露了 152 项持股，申报期为 2026-03-31，总持股市值约为 US$1.7亿，季度换手率为 18.0%。
Riverbend Wealth Management, LLC 目前披露的持仓，Herfindahl 集中度指数为 0.025——换算下来相当于约 41 个等权重仓位，明显低于其实际披露的 152 只持仓。这一差距显示该机构的策略偏向集中在少数高信心仓位，而非广泛分散。
整体仓位大小差异较大（变异系数为 1.64），除少数重仓仓位外，还有许多规模较小的持仓。
最新申报季度中，并未观察到明显偏向加仓既有大仓位或大举建立新仓位的倾向。
目前行业板块分类约覆盖此投资组合披露价值的 45%；其余部分（例如未匹配板块的标的、期权或其他证券类型）尚未纳入板块分类范围。
加仓 AAPL
+159.6% US$1118.1万
减仓 GOOGL
-13.0% -US$77.0万
减仓 MSFT
+12.1% -US$59.8万
减仓 IVV
+2.8% -US$16.1万
减仓 C
-24.2% -US$48.2万
减仓 AVGO
+0.8% -US$34.7万
仅显示前 149 大持股（共 152 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | 股票-科技 | 10.91% | +6.03% | +159.63% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 4.69% | -0.49% | +2.84% | |
| 3 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 4.23% | -0.26% | +4.04% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.95% | -0.35% | +3.27% | |
| 5 | SMTH | Alps Smth Cor Bd Plus ETF | ETF-其他 | 2.86% | +0.12% | +14.50% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 2.65% | -0.33% | +3.05% | |
| 7 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 2.15% | -0.08% | +3.28% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.07% | -0.55% | +12.11% | |
| 9 | AVGO | Broadcom INC | 股票-科技 | 1.82% | -0.37% | +0.82% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.76% | -0.63% | -12.95% | |
| 11 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.72% | -0.25% | +5.25% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.64% | -0.03% | +3.47% | |
| 13 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.60% | +0.02% | +10.84% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.53% | — | +2.02% | |
| 15 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.48% | -0.03% | +5.53% | |
| 16 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.33% | — | +2.46% | |
| 17 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.29% | +0.16% | +8.18% | |
| 18 | PYLD | Pimco Multisector Bond Actv | ETF-其他 | 1.27% | +0.04% | +13.31% | |
| 19 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 1.23% | — | +4.42% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.22% | — | +6.00% | |
| 21 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.19% | -0.27% | +3.25% | |
| 22 | FBND | Fidelity Total Bond ETF | ETF-其他 | 1.16% | — | +3.22% | |
| 23 | FLQM | Franklin U.s. Mid Cap Multif | ETF-其他 | 1.13% | — | +8.21% | |
| 24 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 1.06% | — | +3.78% | |
| 25 | WMT | Walmart INC | 股票-非周期性消费 | 0.98% | +0.09% | +7.09% | |
| 26 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.95% | — | +4.03% | |
| 27 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.93% | -0.19% | +3.69% | |
| 28 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.84% | — | +2.74% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.83% | — | +0.36% | |
| 30 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.79% | — | +3.17% | |
| 31 | C | Citigroup INC | 股票-金融 | 0.77% | -0.37% | -24.20% | |
| 32 | FSMD | Fidelity Small-mid Multifact | ETF-其他 | 0.76% | — | +3.11% | |
| 33 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.76% | +0.08% | +3.46% | |
| 34 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 0.76% | — | +3.64% | |
| 35 | AXP | American Express Co | 股票-金融 | 0.73% | -0.27% | -2.63% | |
| 36 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.71% | — | +2.85% | |
| 37 | RTX | Rtx CORP | 股票-工业 | 0.70% | — | +5.25% | |
| 38 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.70% | — | +3.00% | |
| 39 | EQT | Eqt CORP | 股票-能源 | 0.69% | +0.17% | +22.16% | |
| 40 | BAC | Bank Of America CORP | 股票-金融 | 0.68% | -0.19% | -4.46% | |
| 41 | XOM | Exxon Mobil CORP | 股票-能源 | 0.65% | +0.13% | -3.69% | |
| 42 | NFLX | Netflix INC | 股票-通信服务 | 0.64% | — | -8.87% | |
| 43 | DELL | Dell Technologies -c | 股票-科技 | 0.64% | +0.14% | +5.48% | |
| 44 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.61% | — | +0.41% | |
| 45 | DFAW | Dimensional World Eqty ETF | ETF-其他 | 0.59% | — | -3.83% | |
| 46 | GEV | GE Vernova INC | 股票-工业 | 0.54% | +0.19% | +25.61% | |
| 47 | DFCF | Dimensional Core Fixed INC | ETF-其他 | 0.54% | — | +6.69% | |
| 48 | RECS | Columbia Resear Enh Cor ETF | ETF-其他 | 0.53% | — | +3.25% | |
| 49 | CRH | CRH plc | 股票-原材料 | 0.52% | -0.13% | +3.90% | |
| 50 | BKNG | Booking Holdings INC | 股票-周期性消费 | 0.52% | -0.17% | +3.86% |
Q3 2026表现
+3%
近4个季度表现
+20.7%
基于可获取价格的持仓（占申报价值的78%）计算
Riverbend Wealth Management, LLC 在 2026-03-31 最显著的持仓异动： 清仓: Salesforce INC (CRM); 新建仓: Amphenol Corp-cl A (APH); 新建仓: Boeing Co/the (BA); 清仓: Adobe INC (ADBE); 新建仓: Newmont CORP (NEM).
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | +6% | +159.63% | 加仓 |
| 2 | GEV | GE Vernova INC | +0.2% | +25.61% | 加仓 |
| 3 | EQT | Eqt CORP | +0.2% | +22.16% | 加仓 |
| 4 | MRK | Merck & Co. INC. | +0.2% | +8.18% | 加仓 |
| 5 | DELL | Dell Technologies -c | +0.1% | +5.48% | 加仓 |
| 6 | XOM | Exxon Mobil CORP | +0.1% | -3.69% | 减仓 |
| 7 | SMTH | Alps Smth Cor Bd Plus ETF | +0.1% | +14.50% | 加仓 |
| 8 | LNG | Cheniere Energy INC | +0.1% | +3.71% | 加仓 |
| 9 | WFC | Wells Fargo & Co | +0.1% | +87.39% | 加仓 |
| 10 | WMT | Walmart INC | +0.1% | +7.09% | 加仓 |
| 11 | CVX | Chevron CORP | +0.1% | -1.95% | 减仓 |
| 12 | JNJ | Johnson & Johnson | +0.1% | +3.46% | 加仓 |
| 13 | PSX | Phillips 66 | +0.1% | -1.03% | 减仓 |
| 14 | PYLD | Pimco Multisector Bond Actv | 0% | +13.31% | 加仓 |
| 15 | JEPI | Jpmorgan Equity Premium Inco | 0% | +10.84% | 加仓 |
| 16 | VYM | Vanguard High Dvd Yield ETF | 0% | +3.47% | 加仓 |
| 17 | RSP | Invesco S&p 500 Equal Weight | 0% | +5.53% | 加仓 |
| 18 | DGRO | Ishares Core Dividend Growth | -0.1% | +3.28% | 加仓 |
| 19 | CRH | CRH plc | -0.1% | +3.90% | 加仓 |
| 20 | UBER | Uber Technologies INC | -0.1% | -4.25% | 减仓 |
| 21 | MS | Morgan Stanley | -0.2% | -16.22% | 减仓 |
| 22 | BKNG | Booking Holdings INC | -0.2% | +3.86% | 加仓 |
| 23 | MA | Mastercard INC - A | -0.2% | -15.60% | 减仓 |
| 24 | BAC | Bank Of America CORP | -0.2% | -4.46% | 减仓 |
| 25 | META | Meta Platforms Inc-class A | -0.2% | +3.69% | 加仓 |
| 26 | AMZN | Amazon.com INC | -0.3% | +5.25% | 加仓 |
| 27 | DGRW | Wisdomtree U.s. Quality Divi | -0.3% | +4.04% | 加仓 |
| 28 | AXP | American Express Co | -0.3% | -2.63% | 减仓 |
| 29 | LLY | Eli Lilly & Co | -0.3% | +3.25% | 加仓 |
| 30 | NVDA | Nvidia CORP | -0.3% | +3.05% | 加仓 |
| 31 | QQQ | Invesco Qqq Trust Series 1 | -0.4% | +3.27% | 加仓 |
| 32 | C | Citigroup INC | -0.4% | -24.20% | 减仓 |
| 33 | AVGO | Broadcom INC | -0.4% | +0.82% | 加仓 |
| 34 | IVV | Ishares Core S&p 500 ETF | -0.5% | +2.84% | 加仓 |
| 35 | MSFT | Microsoft CORP | -0.6% | +12.11% | 加仓 |
| 36 | GOOGL | Alphabet Inc-cl A | -0.6% | -12.95% | 减仓 |
| 37 | CRM | Salesforce INC | — | EXIT | 清仓 |
| 38 | APH | Amphenol Corp-cl A | — | NEW | 新建仓 |
| 39 | BA | Boeing Co/the | — | NEW | 新建仓 |
| 40 | ADBE | Adobe INC | — | EXIT | 清仓 |
| 41 | NEM | Newmont CORP | — | NEW | 新建仓 |
| 42 | LULU | Lululemon Athletica INC | — | EXIT | 清仓 |
| 43 | TMUS | T-mobile US INC | — | EXIT | 清仓 |
| 44 | ITW | Illinois Tool Works | — | NEW | 新建仓 |
| 45 | TPR | Tapestry INC | — | NEW | 新建仓 |
| 46 | ANET | Arista Networks INC | — | EXIT | 清仓 |
| 47 | FDX | Fedex CORP | — | NEW | 新建仓 |
| 48 | MELI | Mercadolibre INC | — | EXIT | 清仓 |
| 49 | URI | United Rentals INC | — | NEW | 新建仓 |
| 50 | ✓ | — | EXIT | 清仓 |
| 季度 | 申报日期 | 类型 | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-22 | 13F-HR | 在 EDGAR 上查看 |
| 2025-12-31 | 2026-01-29 | 13F-HR | 在 EDGAR 上查看 |
| 2025-09-30 | 2025-10-21 | 13F-HR | 在 EDGAR 上查看 |
| 2025-06-30 | 2025-07-29 | 13F-HR | 在 EDGAR 上查看 |
| 2025-03-31 | 2025-04-23 | 13F-HR | 在 EDGAR 上查看 |
| 2024-12-31 | 2025-02-07 | 13F-HR | 在 EDGAR 上查看 |
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