Riverstone Advisors, LLC
- SEC CIK
- 0001763404
- 最新申報
- 2026/8/6
2026 年第 1 季持倉
持倉截至 2026/3/31,2026/4/21 申報。只含多頭部位,變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 74
- 較 2025 年第 4 季 +16
- 總值
- $2.03 億
- 較 2025 年第 4 季 −$944.4 萬 (−4.4%)
| 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 | 78,221 | $5,109 萬 | 25.2% | −6,104−7.2% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 76,560 | $2,202 萬 | 10.9% | −4,907−6.0% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 79,461 | $1,655 萬 | 8.2% | −4,803−5.7% | 減碼 | 歷史 |
| TOLToll Brothers, Inc. | COM | 91,568 | $1,250 萬 | 6.2% | −5,679−5.8% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 53,245 | $1,027 萬 | 5.1% | −5,890−10.0% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 21,253 | $1,018 萬 | 5.0% | −1,703−7.4% | 減碼 | 歷史 |
| TSCOTractor Supply Co | COM | 160,456 | $726.9 萬 | 3.6% | −14,695−8.4% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 35,715 | $677.2 萬 | 3.3% | −3,474−8.9% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 20,493 | $634.3 萬 | 3.1% | +562+2.8% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 10,461 | $603.8 萬 | 3.0% | +339+3.3% | 加碼 | – |
| LNGCheniere Energy, Inc. | COM NEW | 19,205 | $544.9 萬 | 2.7% | −1,342−6.5% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 25,572 | $446.0 萬 | 2.2% | +1,698+7.1% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 12,420 | $315.2 萬 | 1.6% | +348+2.9% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 8,576 | $293.1 萬 | 1.4% | +77+0.9% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 17,045 | $289.2 萬 | 1.4% | −6,124−26.4% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E222 | S&P INTL MOMNT | 50,583 | $277.4 萬 | 1.4% | +24,918+97.1% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 8,432 | $241.9 萬 | 1.2% | +5,475+185.2% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 5,535 | $204.9 萬 | 1.0% | +137+2.5% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,526 | $164.3 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 3,704 | $144.6 萬 | 0.7% | +172+4.9% | 加碼 | 歷史 |
| HWMHowmet Aerospace Inc. | Stock | 5,078 | $117.0 萬 | 0.6% | +61+1.2% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,850 | $105.8 萬 | 0.5% | +409+28.4% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,276 | $105.1 萬 | 0.5% | +17+0.5% | 加碼 | – |
| AMGNAmgen Inc | Stock | 2,949 | $103.8 萬 | 0.5% | +115+4.1% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 2,770 | $93.6 萬 | 0.5% | +152+5.8% | 加碼 | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 783 | $85.6 萬 | 0.4% | +110+16.3% | 加碼 | 歷史 |
| PAYCPaycom Software, Inc. | Stock | 6,881 | $83.6 萬 | 0.4% | −396−5.4% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 1,923 | $82.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,734 | $80.4 萬 | 0.4% | +244+9.8% | 加碼 | 歷史 |
| PWRQuanta Services, Inc. | COM | 1,387 | $76.1 萬 | 0.4% | +297+27.2% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 741 | $73.8 萬 | 0.4% | +31+4.4% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,531 | $65.3 萬 | 0.3% | +1,090+247.2% | 加碼 | – |
| PHParker-Hannifin Corp | Stock | 711 | $63.6 萬 | 0.3% | +54+8.2% | 加碼 | 歷史 |
| iShares Tr46434V878 | ULTRA SHORT DUR | 12,240 | $62.0 萬 | 0.3% | +12,240 | 新進 | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 11,902 | $58.9 萬 | 0.3% | +11,902 | 新進 | – |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | ETF | 23,107 | $56.0 萬 | 0.3% | +3,586+18.4% | 加碼 | – |
| WMTWalmart Inc. | Stock | 3,789 | $47.1 萬 | 0.2% | +586+18.3% | 加碼 | 歷史 |
| SHOPShopify Inc. | Stock | 3,795 | $45.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 5,487 | $42.6 萬 | 0.2% | +493+9.9% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 2,552 | $42.2 萬 | 0.2% | +183+7.7% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 478 | $41.7 萬 | 0.2% | +93+24.2% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 881 | $40.6 萬 | 0.2% | +82+10.3% | 加碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,883 | $40.2 萬 | 0.2% | +1,883 | 新進 | – |
| HDHome Depot, Inc. | Stock | 1,214 | $39.9 萬 | 0.2% | −12−1.0% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,772 | $38.5 萬 | 0.2% | +111+6.7% | 加碼 | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 1,807 | $35.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ORCLOracle Corp | Stock | 2,412 | $35.5 萬 | 0.2% | +104+4.5% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 944 | $35.1 萬 | 0.2% | +944 | 新進 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 2,965 | $33.5 萬 | 0.2% | +2,965 | 新進 | – |
| VVisa Inc. | Stock | 1,053 | $31.8 萬 | 0.2% | +164+18.4% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 1,092 | $31.0 萬 | 0.2% | +109+11.1% | 加碼 | 歷史 |
| FTITechnipFMC plc | COM | 4,330 | $29.9 萬 | 0.1% | +4,330 | 新進 | 歷史 |
| INTCIntel Corp | Stock | 6,460 | $28.5 萬 | 0.1% | +6,460 | 新進 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 9,664 | $28.2 萬 | 0.1% | 00.0% | 不變 | – |
| ADIAnalog Devices Inc | Stock | 883 | $28.1 萬 | 0.1% | +98+12.5% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 460 | $27.5 萬 | 0.1% | 00.0% | 不變 | – |
| JNJJohnson & Johnson | Stock | 1,117 | $27.3 萬 | 0.1% | +1,117 | 新進 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 2,239 | $26.9 萬 | 0.1% | +2,239 | 新進 | 歷史 |
| LLYEli Lilly & Co | Stock | 290 | $26.7 萬 | 0.1% | +290 | 新進 | 歷史 |
| APHAmphenol Corp | CL A | 2,058 | $26.0 萬 | 0.1% | +2,058 | 新進 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 5,132 | $26.0 萬 | 0.1% | +5,132 | 新進 | – |
| AMEAmetek Inc | COM | 1,200 | $25.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,188 | $25.6 萬 | 0.1% | +1,188 | 新進 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 1,202 | $25.4 萬 | 0.1% | +1,202 | 新進 | – |
| IQVIQVIA Holdings Inc. | Stock | 1,374 | $23.4 萬 | 0.1% | +149+12.2% | 加碼 | 歷史 |
| MAINMain Street Capital CORP | CEF | 4,408 | $23.3 萬 | 0.1% | +250+6.0% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 2,565 | $23.2 萬 | 0.1% | +2,565 | 新進 | – |
| NOWServiceNow, Inc. | Stock | 2,171 | $22.7 萬 | 0.1% | +481+28.5% | 加碼 | 歷史 |
| iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9 | ETF | 9,342 | $22.6 萬 | 0.1% | +29+0.3% | 加碼 | – |
| CATCaterpillar Inc | Stock | 292 | $20.7 萬 | 0.1% | +292 | 新進 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,427 | $20.6 萬 | 0.1% | +1,427 | 新進 | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 1,993 | $20.4 萬 | 0.1% | +1,993 | 新進 | – |
| J P Morgan Exchange Traded F46654Q609 | ACTIVE GROWTH | 2,388 | $20.2 萬 | 0.1% | −260−9.8% | 減碼 | – |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 10,660 | $12.0 萬 | 0.1% | +122+1.2% | 加碼 | 歷史 |
2025 年第 4 季之後清倉(2 檔)
2025 年第 4 季季末還持有、這份申報已經沒有的部位。