Riversedge Advisors, LLC
- SEC CIK
- 0001787663
- 最新申報
- 2026/7/16
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/7/28 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 66
- 較 2022 年第 1 季 −1
- 總值
- $2.69 億
- 較 2022 年第 1 季 −$3,824 萬 (−12.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 861,657 | $3,516 萬 | 13.1% | +75,765+9.6% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 782,029 | $3,493 萬 | 13.0% | −21,354−2.7% | 減碼 | – |
| Schwab International Equity ETF808524805 | ETF | 640,065 | $2,013 萬 | 7.5% | −9,415−1.4% | 減碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 261,926 | $1,971 萬 | 7.3% | +14,121+5.7% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 529,305 | $1,949 萬 | 7.2% | −49,791−8.6% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 342,047 | $1,788 萬 | 6.6% | −66,837−16.3% | 減碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 265,384 | $1,325 萬 | 4.9% | −25,254−8.7% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 235,076 | $979.1 萬 | 3.6% | +36,320+18.3% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 236,869 | $923.6 萬 | 3.4% | +13,413+6.0% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 51,058 | $673.4 萬 | 2.5% | +14,160+38.4% | 加碼 | – |
| Vanguard Admiral FDS Inc921932778 | SMLCP 600 VAL | 39,661 | $610.5 萬 | 2.3% | +6,399+19.2% | 加碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 165,436 | $575.2 萬 | 2.1% | +18,707+12.7% | 加碼 | – |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 158,677 | $535.2 萬 | 2.0% | +6,831+4.5% | 加碼 | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 101,346 | $520.7 萬 | 1.9% | −12,967−11.3% | 減碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 36,255 | $486.7 萬 | 1.8% | −598−1.6% | 減碼 | – |
| Vanguard Scottsdale FDS92206C623 | VNG RUS2000GRW | 27,229 | $408.5 萬 | 1.5% | +1,686+6.6% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 17,934 | $399.7 萬 | 1.5% | +6,462+56.3% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 36,226 | $385.3 萬 | 1.4% | −13,558−27.2% | 減碼 | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 36,979 | $315.5 萬 | 1.2% | −260−0.7% | 減碼 | – |
| VanEck ETF Trust92189H300 | JP MRGAN EM LOC | 128,680 | $315.0 萬 | 1.2% | −15,058−10.5% | 減碼 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 59,378 | $297.6 萬 | 1.1% | −2,134−3.5% | 減碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 47,093 | $284.2 萬 | 1.1% | +47,093 | 新進 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 50,742 | $249.6 萬 | 0.9% | +1,057+2.1% | 加碼 | – |
| iShares Inc464286525 | MSCI GBL MIN VOL | 23,603 | $223.1 萬 | 0.8% | +271+1.2% | 加碼 | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 38,451 | $181.7 萬 | 0.7% | −14,796−27.8% | 減碼 | – |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 30,890 | $166.3 萬 | 0.6% | −8,451−21.5% | 減碼 | – |
| SPDR Series Trust78468R804 | ST STR R1K LOWV | 11,897 | $155.8 萬 | 0.6% | −3,553−23.0% | 減碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 17,926 | $125.9 萬 | 0.5% | +94+0.5% | 加碼 | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 47,050 | $119.4 萬 | 0.4% | −6,228−11.7% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 4,315 | $110.8 萬 | 0.4% | +914+26.9% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 7,478 | $102.2 萬 | 0.4% | +504+7.2% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 5,153 | $101.5 萬 | 0.4% | −1,124−17.9% | 減碼 | – |
| Abrdn ETFs003261104 | BBRG ALL COMD K1 | 35,654 | $96.8 萬 | 0.4% | −8,146−18.6% | 減碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 6,282 | $94.1 萬 | 0.3% | −3,498−35.8% | 減碼 | – |
| Victory Portfolios II92647N840 | VCSHS INTL VOLTY | 24,664 | $90.5 萬 | 0.3% | −1,298−5.0% | 減碼 | – |
| State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391 | ETF | 41,672 | $85.2 萬 | 0.3% | −5,484−11.6% | 減碼 | – |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 12,846 | $78.7 萬 | 0.3% | −5,911−31.5% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 35,521 | $72.0 萬 | 0.3% | +4,631+15.0% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 14,026 | $70.3 萬 | 0.3% | +552+4.1% | 加碼 | – |
| BACBank of America Corp | Stock | 21,080 | $65.6 萬 | 0.2% | +186+0.9% | 加碼 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 2,920 | $60.2 萬 | 0.2% | +2,920 | 新進 | – |
| JNJJohnson & Johnson | Stock | 3,375 | $59.9 萬 | 0.2% | −232−6.4% | 減碼 | 歷史 |
| EQIXEquinix Inc | COM | 795 | $52.2 萬 | 0.2% | +795 | 新進 | 歷史 |
| MCOMoodys Corp | Stock | 1,912 | $52.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 236 | $51.4 萬 | 0.2% | +17+7.8% | 加碼 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 5,614 | $51.4 萬 | 0.2% | −372−6.2% | 減碼 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 4,686 | $49.0 萬 | 0.2% | −3,154−40.2% | 減碼 | – |
| BMYBristol Myers Squibb Co | Stock | 6,040 | $46.5 萬 | 0.2% | +10.0% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3,843 | $43.3 萬 | 0.2% | −100−2.5% | 減碼 | 歷史 |
| WisdomTree Tr97717X867 | EM LCL DEBT FD | 16,706 | $42.8 萬 | 0.2% | +16,706 | 新進 | – |
| AMZNAmazon Com Inc | Stock | 3,790 | $40.3 萬 | 0.1% | −50−1.3% | 減碼依 20 比 1 拆股換算 | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 6,305 | $39.4 萬 | 0.1% | +6,305 | 新進 | – |
| ABBVAbbVie Inc. | Stock | 2,500 | $38.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exch Traded FD Tr II46138E784 | EMRNG MKT SVRG | 20,083 | $37.2 萬 | 0.1% | +20,083 | 新進 | – |
| GOOGAlphabet Inc. | Stock | 158 | $34.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,304 | $32.2 萬 | 0.1% | −168−11.4% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 2,399 | $30.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,868 | $28.3 萬 | 0.1% | +4+0.2% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 2,591 | $28.2 萬 | 0.1% | −344−11.7% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,440 | $27.2 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 3,336 | $26.7 萬 | 0.1% | +3,336 | 新進 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 4,155 | $26.0 萬 | 0.1% | 00.0% | 不變 | – |
| METAMeta Platforms, Inc. | Stock | 1,451 | $23.4 萬 | 0.1% | +9+0.6% | 加碼 | 歷史 |
| LECOLincoln Electric Holdings Inc | COM | 1,850 | $22.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GPCGenuine Parts Co | Stock | 1,688 | $22.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CRMDCorMedix Inc. | COM | 11,373 | $4.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2022 年第 1 季之後清倉（8 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 4,222 | $30.5 萬 | 0.1% | – |
| BRK.BBerkshire Hathaway Inc | Stock | 704 | $24.8 萬 | 0.1% | 歷史 |
| TDOCTeladoc Health, Inc. | COM | 3,219 | $23.2 萬 | 0.1% | 歷史 |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 4,847 | $21.8 萬 | 0.1% | – |
| ADPAutomatic Data Processing Inc | Stock | 944 | $21.5 萬 | 0.1% | 歷史 |
| WFCWells Fargo & Company | Stock | 4,411 | $21.4 萬 | 0.1% | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 3,020 | $21.0 萬 | 0.1% | – |
| GSGoldman Sachs Group Inc | Stock | 614 | $20.3 萬 | 0.1% | 歷史 |