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

Ridgeline Wealth, LLC

No.7683 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.71亿
环比变动 Q1 2026
+$3,134.3万+22.5%
持仓股票数
60
新买入
9
加仓
19
减仓
22
清仓
1
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
A美国世纪ETF信托AVLC
23.72%24.98%$4,054.4万45.1万股$3,486.8万45.0万股+1,069股+0.24%加仓
DDimensional维度ETF信托DFIC
8.36%9.02%$1,429.1万38.4万股$1,259.4万35.4万股+2.9万股+8.21%加仓
S道富SPYM
7.71%8.22%$1,318.3万15.0万股$1,147.3万15.0万股+116股+0.08%加仓
A美国世纪ETF信托AVLV
6.25%6.53%$1,069.0万11.7万股$911.6万11.3万股+4,117股+3.64%加仓
DDimensional维度·U.S. EQUITY MARKET ETFDFUS
4.62%5.1%$789.7万9.6万股$711.4万10.0万股-3,956股-3.94%减仓
A美国世纪ETF信托AVNV
4.42%4.71%$755.3万9.2万股$657.4万8.4万股+7,677股+9.16%加仓
A美国世纪ETF信托AVUS
4.17%4.48%$713.3万5.6万股$625.6万5.6万股-575股-1.02%减仓
AAvantis Total Equity Markets ETFAVTM
4.08%$697.5万12.8万股$00股+12.8万股新买入
J骏利亨德森JAAA
3.59%4.33%$613.9万12.2万股$604.7万12.0万股+1,530股+1.27%加仓
A美国世纪ETF信托AVSC
3.23%3.23%$552.8万7.5万股$451.3万7.2万股+2,930股+4.04%加仓
IiShares安硕·S&P 100 ETFIWO
3%3.22%$512.7万1.4万股$449.7万1.4万股-124股-0.88%减仓
A美国世纪ETF信托AVXC
2.89%2.83%$493.9万5.8万股$395.3万5.8万股-779股-1.33%减仓
IiShares安硕·MSCIQUAL
1.93%2.06%$329.7万1.5万股$288.2万1.5万股-2股-0.01%减仓
IiShares安硕信托ITOT
1.74%1.86%$298.1万1.8万股$259.7万1.8万股-153股-0.83%减仓
A美国世纪ETF信托AVGE
1.6%1.76%$273.7万2.8万股$245.9万2.8万股-319股-1.14%减仓
PPGIM ULTRAPULS
1.47%1.53%$251.8万5.1万股$213.4万4.3万股+7,714股+17.90%加仓
J骏利Detroit策略信托JBBB
1.32%1.96%$225.3万4.8万股$274.2万5.9万股-1.1万股-19.13%减仓
IiShares安硕信托EFV
1.18%1.42%$202.1万2.6万股$198.7万2.7万股-331股-1.24%减仓
DDimensional维度ETF信托DFGR
0.99%1.05%$169.4万5.8万股$147.1万5.5万股+3,108股+5.61%加仓
IiShares安硕·U.S. TECHNOLOGY ETFIYW
0.98%0.86%$166.9万6,617股$120.3万6,629股-12股-0.18%减仓
IiShares安硕信托IEV
0.97%1.12%$165.7万2.3万股$156.5万2.3万股-293股-1.27%减仓
G通用动力VTI
0.95%0.77%$161.6万4,367股$107.6万3,355股+1,012股+30.16%加仓
微软MSFT
0.91%0.2%$156.4万4,192股$28.6万772股+3,420股+443.01%加仓
IINSPIRE GLOBAL HOPE ETFBLES
0.56%0.62%$95.8万2.0万股$87.0万2.0万股+481股+2.45%加仓
DDimensional维度ETF信托DFEM
0.52%0.56%$88.9万2.2万股$77.8万2.3万股-625股-2.78%减仓
AVANTIS INTLNGG
0.49%0.66%$83.2万9,328股$92.0万1.1万股-1,518股-14.00%减仓
IiShares安硕信托IGM
0.47%0.42%$80.0万4,890股$58.5万4,936股-46股-0.93%减仓
TTIMOTHY PLANTPIF
0.46%0.52%$78.9万2.1万股$72.8万2.0万股+935股+4.63%加仓
V先锋领航全球基金VGT
0.45%$77.4万6,472股$00股+6,472股新买入
A美国世纪ETF信托AVEM
0.42%0.43%$72.2万7,481股$60.2万7,468股+13股+0.17%加仓
AAMERICAN CENTY ETF TRAVGV
0.42%0.46%$71.8万8,445股$64.7万8,338股+107股+1.28%加仓
谷歌AGOOGL
0.39%0.28%$67.3万1,883股$39.8万1,383股+500股+36.15%加仓
J摩根大通·ULTRA-SHORT INCOME ETFJPST
0.35%$59.5万1.2万股$00股+1.2万股新买入
V先锋领航指数基金VOO
0.34%$58.9万857股$00股+857股新买入
苹果AAPL
0.31%0.38%$53.3万1,843股$52.8万2,082股-239股-11.48%减仓
AMD超威AMD
0.28%$48.6万836股$00股+836股新买入
SSCHWAB U.S. AGGREGATE BOND ETFSCHZ
0.28%0.35%$48.3万2.1万股$48.5万2.1万股00.00%持仓不变
SSPDR道富系列信托SPTM
0.28%0.3%$48.1万5,302股$41.7万5,272股+30股+0.57%加仓
IiShares安硕·RUSSELLIWB
0.28%0.3%$47.6万1,163股$41.5万1,163股00.00%持仓不变
IiShares安硕信托IUSB
0.27%0.33%$46.2万1.0万股$46.2万1.0万股00.00%持仓不变
GE VernovaGEV
0.25%0.24%$43.1万367股$33.0万378股-11股-2.91%减仓
IiShares安硕信托SGOV
0.22%0.27%$37.0万3,676股$37.0万3,676股00.00%持仓不变
IiShares安硕信托SUSL
0.2%0.21%$33.9万2,557股$29.1万2,558股-1股-0.04%减仓
康宁GLW
0.2%$33.7万1,320股$00股+1,320股新买入
V先锋领航全球基金VIS
0.2%$33.4万928股$00股+928股新买入
VertivVRT
0.18%0.17%$31.0万925股$23.4万935股-10股-1.07%减仓
GALLAGHER ARTHUR J & COMAJG
0.17%0.2%$29.7万1,295股$28.0万1,295股00.00%持仓不变
IiShares安硕·EMERGING MARKETS EQUITY FACTOR ETFEMGF
0.17%0.17%$29.5万4,030股$24.4万4,030股00.00%持仓不变
亚马逊AMZN
0.17%0.18%$29.3万1,230股$25.6万1,230股00.00%持仓不变
南方电力SO
0.17%0.21%$28.6万2,987股$28.7万2,972股+15股+0.50%加仓

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