13FBOX
Riverpoint Wealth Management Holdings, LLC · 13F 持仓分析
期权收益计算器 机构排行

Riverpoint Wealth Management Holdings, LLC

No.4013 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$5.44亿
环比变动 Q1 2026
+$7,430.1万+15.8%
持仓股票数
61
新买入
3
加仓
35
减仓
13
清仓
4
持股不变
10
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
TTR ACTIVEBETA US LARGE CAP EQUITY ETFGSLC
17.17%17.21%$9,348.3万65.9万股$8,088.0万64.6万股+1.2万股+1.93%加仓
S嘉信策略信托SCHF
11.82%12.26%$6,432.5万232.2万股$5,761.9万232.8万股-5,862股-0.25%减仓
V先锋领航·FTSEVEA
11.28%11.71%$6,137.6万86.1万股$5,505.2万85.9万股+2,313股+0.27%加仓
V先锋领航·MIDVO
10.45%10.68%$5,689.5万70.6万股$5,019.0万17.5万股+53.1万股+304.06%加仓
S嘉信·FUNDAMENTAL U.S. SMALL COMPANY ETFFNDA
8.21%7.99%$4,469.7万117.4万股$3,754.7万115.8万股+1.7万股+1.43%加仓
IiShares安硕信托IVV
5.44%5.61%$2,961.4万4.0万股$2,637.6万4.0万股-834股-2.07%减仓
V先锋领航指数基金VOO
4.92%4.88%$2,679.5万3.9万股$2,296.0万3.8万股+591股+1.54%加仓
F富达·MERRIMACK STR TRFBND
4.61%5.07%$2,509.9万55.2万股$2,384.1万52.3万股+2.9万股+5.58%加仓
V先锋领航指数基金VV
3.23%3.19%$1,756.0万5.1万股$1,501.2万5.0万股+827股+1.65%加仓
IiShares安硕·COREIJH
3.09%2.93%$1,682.5万21.8万股$1,378.5万20.4万股+1.4万股+6.89%加仓
F富达·MSCI REAL ESTATE INDEX ETFFREL
3.09%3.18%$1,682.1万57.4万股$1,495.8万55.6万股+1.8万股+3.28%加仓
A美国世纪ETF信托AVEM
2.73%0.59%$1,483.8万15.4万股$275.7万3.4万股+12.0万股+349.38%加仓
V先锋领航指数基金VNQ
2.06%2.15%$1,121.2万11.6万股$1,012.5万11.4万股+2,122股+1.86%加仓
S嘉信·USSCHP
1.47%1.53%$798.4万30.1万股$720.0万27.1万股+3.1万股+11.34%加仓
V先锋领航·SPECIALIZED FUNDSVIG
0.83%0.88%$454.4万1.9万股$411.8万1.9万股+57股+0.30%加仓
S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV
0.78%0.83%$422.2万2.7万股$392.0万2.7万股-127股-0.47%减仓
苹果AAPL
0.64%0.66%$346.8万1.2万股$309.0万1.2万股-191股-1.57%减仓
CCECO ENVIRONMENTALCECO
0.6%$326.7万3.6万股$00股+3.6万股新买入
IiShares安硕·RUSSELLIWB
0.58%0.58%$314.3万7,675股$273.1万7,659股+16股+0.21%加仓
IiShares安硕·RUSSELLIWM
0.54%0.51%$293.6万9,771股$241.8万9,749股+22股+0.23%加仓
S嘉信·USSCHX
0.43%0.44%$235.0万8.0万股$204.7万8.0万股+22股+0.03%加仓
艾伯维ABBV
0.4%0.4%$219.1万8,709股$187.9万8,639股+70股+0.81%加仓
V先锋领航·FSTEVWO
0.39%0.43%$214.9万3.6万股$203.0万3.8万股-1,563股-4.16%减仓
微软MSFT
0.38%0.44%$205.0万5,496股$205.2万5,543股-47股-0.85%减仓
IiShares安硕·RUSSELLIWF
0.35%0.32%$187.9万1.5万股$148.1万3,474股+1.2万股+335.52%加仓
V先锋领航全球基金VGT
0.34%0.29%$183.6万1.5万股$135.2万1,937股+1.3万股+693.24%加仓
IiShares安硕·COREIJR
0.33%0.3%$179.3万1.2万股$140.8万1.1万股+764股+6.75%加仓
IiShares安硕·EMERGING MARKETS EQUITY FACTOR ETFEMGF
0.32%0.3%$173.9万2.4万股$142.7万2.4万股+120股+0.51%加仓
SSPDR道富系列信托QUS
0.28%0.3%$153.1万8,196股$139.9万8,151股+45股+0.55%加仓
S道富SPYV
0.28%0.3%$151.6万2.5万股$140.5万2.5万股+97股+0.39%加仓
英伟达NVDA
0.19%0.19%$105.5万5,271股$91.6万5,254股+17股+0.32%加仓
高盛GS
0.19%0.21%$101.6万1,005股$97.3万1,150股-145股-12.61%减仓
IiShares安硕信托ITB
0.17%0.17%$90.0万8,610股$77.8万8,596股+14股+0.16%加仓
亚马逊AMZN
0.16%0.16%$88.7万3,723股$77.5万3,723股00.00%持仓不变
V先锋领航指数基金VB
0.16%0.15%$84.4万2,785股$72.7万2,774股+11股+0.40%加仓
强生JNJ
0.15%0.17%$83.2万3,275股$79.7万3,260股+15股+0.46%加仓
IiShares黄金信托IAU
0.15%0.2%$81.4万1.1万股$95.0万1.1万股00.00%持仓不变
AAlphabet Inc Class CGOOG
0.14%0.13%$73.6万2,084股$60.0万2,090股-6股-0.29%减仓
YYUM CHINAYUMC
0.12%0.17%$65.1万1.6万股$77.7万1.6万股00.00%持仓不变
V先锋领航·TOTALBND
0.12%0.14%$64.1万8,731股$66.2万8,984股-253股-2.82%减仓
IiShares安硕·MSCI INDIA ETFINDA
0.11%0.12%$60.3万1.2万股$57.2万1.2万股00.00%持仓不变
家得宝HD
0.11%0.12%$57.2万1,622股$57.9万1,760股-138股-7.84%减仓
IiShares安硕信托IWD
0.1%0.08%$54.3万2,240股$39.2万1,833股+407股+22.20%加仓
VENTAS COMVTR
0.08%0.08%$42.7万4,811股$39.3万4,811股00.00%持仓不变
WWILLIS TOWERS WATSONWTW
0.08%0.1%$42.6万1,630股$47.4万1,630股00.00%持仓不变
IiShares安硕·U.S. MEDICAL DEVICES ETFIHI
0.08%0.1%$42.1万8,524股$45.4万8,511股+13股+0.15%加仓
埃森哲ACN
0.08%0.14%$41.6万3,345股$66.3万3,345股00.00%持仓不变
G通用动力VTI
0.07%0.06%$36.8万994股$26.1万814股+180股+22.11%加仓
BANK MONTREAL MEDIUM COMBMO
0.07%0.06%$36.7万2,075股$28.1万2,075股00.00%持仓不变
SSPDR行业精选信托XLK
0.07%0.05%$36.5万1,918股$25.5万1,915股+3股+0.16%加仓

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