Riverstone Advisors, LLC
- SEC CIK
- 0001763404
- 最新申報
- 2026/8/6
2025 年第 4 季持倉
持倉截至 2025/12/31,2026/2/2 申報。只含多頭部位,變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 58
- 較 2025 年第 3 季 −4
- 總值
- $2.12 億
- 較 2025 年第 3 季 +$833.2 萬 (+4.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 84,325 | $5,776 萬 | 27.2% | +250.0% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 81,467 | $2,550 萬 | 12.0% | −7,152−8.1% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 84,264 | $1,945 萬 | 9.2% | +417+0.5% | 加碼 | 歷史 |
| TOLToll Brothers, Inc. | COM | 97,247 | $1,315 萬 | 6.2% | −2,076−2.1% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 22,956 | $1,154 萬 | 5.4% | +261+1.2% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 59,135 | $1,085 萬 | 5.1% | +974+1.7% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 39,189 | $897.1 萬 | 4.2% | −146−0.4% | 減碼 | 歷史 |
| TSCOTractor Supply Co | COM | 175,151 | $875.9 萬 | 4.1% | −1,196−0.7% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 19,931 | $689.8 萬 | 3.3% | +697+3.6% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 10,122 | $621.8 萬 | 2.9% | +179+1.8% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 23,874 | $445.2 萬 | 2.1% | +5,810+32.2% | 加碼 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 20,547 | $399.4 萬 | 1.9% | −198−1.0% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 12,072 | $328.2 萬 | 1.5% | +666+5.8% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 23,169 | $278.8 萬 | 1.3% | −65−0.3% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 5,398 | $261.0 萬 | 1.2% | +1,036+23.8% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 8,499 | $218.4 萬 | 1.0% | −490−5.5% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,526 | $172.3 萬 | 0.8% | +10+0.4% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 3,532 | $165.6 萬 | 0.8% | +80+2.3% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E222 | S&P INTL MOMNT | 25,665 | $142.6 萬 | 0.7% | +4,833+23.2% | 加碼 | – |
| PAYCPaycom Software, Inc. | Stock | 7,277 | $116.0 萬 | 0.5% | −1,357−15.7% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,259 | $109.3 萬 | 0.5% | +3+0.1% | 加碼 | – |
| HWMHowmet Aerospace Inc. | Stock | 5,017 | $102.9 萬 | 0.5% | +137+2.8% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,441 | $95.1 萬 | 0.4% | −15−1.0% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,957 | $92.8 萬 | 0.4% | +603+25.6% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 2,834 | $92.8 萬 | 0.4% | +108+4.0% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,490 | $80.2 萬 | 0.4% | +437+21.3% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 1,923 | $76.2 萬 | 0.4% | +167+9.5% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 2,618 | $74.7 萬 | 0.4% | +180+7.4% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 710 | $61.2 萬 | 0.3% | −22−3.0% | 減碼 | 歷史 |
| SHOPShopify Inc. | Stock | 3,795 | $61.1 萬 | 0.3% | +51+1.4% | 加碼 | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 673 | $61.0 萬 | 0.3% | +5+0.7% | 加碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 657 | $57.7 萬 | 0.3% | +319+94.4% | 加碼 | 歷史 |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | ETF | 19,521 | $47.3 萬 | 0.2% | +117+0.6% | 加碼 | – |
| FSLRFirst Solar, Inc. | Stock | 1,807 | $47.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PWRQuanta Services, Inc. | COM | 1,090 | $46.0 萬 | 0.2% | +68+6.7% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 799 | $45.3 萬 | 0.2% | +69+9.5% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 2,308 | $45.0 萬 | 0.2% | −54−2.3% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,226 | $42.2 萬 | 0.2% | +144+13.3% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 4,994 | $38.5 萬 | 0.2% | +1,033+26.1% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 2,369 | $38.0 萬 | 0.2% | +269+12.8% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,661 | $38.0 萬 | 0.2% | +305+22.5% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 3,203 | $35.7 萬 | 0.2% | +641+25.0% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 9,664 | $31.5 萬 | 0.1% | +104+1.1% | 加碼 | – |
| VVisa Inc. | Stock | 889 | $31.2 萬 | 0.1% | +201+29.2% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 983 | $30.3 萬 | 0.1% | +208+26.8% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 460 | $28.8 萬 | 0.1% | 00.0% | 不變 | – |
| IQVIQVIA Holdings Inc. | Stock | 1,225 | $27.6 萬 | 0.1% | +1,225 | 新進 | 歷史 |
| NOWServiceNow, Inc. | Stock | 1,690 | $25.9 萬 | 0.1% | −970−36.5% | 減碼依 5 比 1 拆股換算 | 歷史 |
| GEVGE Vernova Inc. | Stock | 385 | $25.2 萬 | 0.1% | +38+11.0% | 加碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 4,308 | $25.2 萬 | 0.1% | −933−17.8% | 減碼 | 歷史 |
| MAINMain Street Capital CORP | CEF | 4,158 | $25.1 萬 | 0.1% | −600−12.6% | 減碼 | 歷史 |
| AMEAmetek Inc | COM | 1,200 | $24.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| J P Morgan Exchange Traded F46654Q609 | ACTIVE GROWTH | 2,648 | $24.6 萬 | 0.1% | −550−17.2% | 減碼 | – |
| ABTAbbott Laboratories | Stock | 1,821 | $22.8 萬 | 0.1% | −76−4.0% | 減碼 | 歷史 |
| iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9 | ETF | 9,313 | $22.6 萬 | 0.1% | +43+0.5% | 加碼 | – |
| ADIAnalog Devices Inc | Stock | 785 | $21.3 萬 | 0.1% | +785 | 新進 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 441 | $20.9 萬 | 0.1% | +441 | 新進 | – |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 10,538 | $12.3 萬 | 0.1% | +245+2.4% | 加碼 | 歷史 |
2025 年第 3 季之後清倉(7 檔)
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| COPConocoPhillips | Stock | 7,789 | $73.7 萬 | 0.4% | 歷史 |
| MAMastercard Inc | Stock | 672 | $38.2 萬 | 0.2% | 歷史 |
| EOGEOG Resources Inc | Stock | 3,295 | $36.9 萬 | 0.2% | 歷史 |
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | ETF | 13,922 | $35.1 萬 | 0.2% | – |
| DXCMDexcom Inc | COM | 4,815 | $32.4 萬 | 0.2% | 歷史 |
| MRKMerck & Co., Inc. | Stock | 3,578 | $30.0 萬 | 0.1% | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 1,680 | $23.5 萬 | 0.1% | – |