Riversedge Advisors, LLC
- SEC CIK
- 0001787663
- 最新申報
- 2026/7/16
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/4/30 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 88
- 較 2023 年第 4 季 +9
- 總值
- $4.06 億
- 較 2023 年第 4 季 +$4,069 萬 (+11.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Core MSCI Eafe ETF46432F842 | ETF | 739,111 | $5,486 萬 | 13.5% | +29,363+4.1% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 694,098 | $4,308 萬 | 10.6% | −11,313−1.6% | 減碼 | – |
| Victory Portfolios II92647N527 | CORE BD ETF | 625,349 | $2,900 萬 | 7.1% | +146,488+30.6% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 375,261 | $2,745 萬 | 6.8% | +240+0.1% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 537,649 | $2,694 萬 | 6.6% | +1,012+0.2% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 570,692 | $2,227 萬 | 5.5% | −1,484−0.3% | 減碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 104,896 | $1,777 萬 | 4.4% | −1,489−1.4% | 減碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 326,886 | $1,610 萬 | 4.0% | −10,093−3.0% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 317,374 | $1,592 萬 | 3.9% | −8,945−2.7% | 減碼 | – |
| AAPLApple Inc. | Stock | 91,352 | $1,566 萬 | 3.9% | +50,488+123.6% | 加碼 | 歷史 |
| iShares Inc46434G764 | MSCI EMRG CHN | 249,525 | $1,437 萬 | 3.5% | +31,389+14.4% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 255,437 | $1,067 萬 | 2.6% | +6,982+2.8% | 加碼 | – |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 215,543 | $1,060 萬 | 2.6% | −4,193−1.9% | 減碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 165,973 | $839.8 萬 | 2.1% | −11,533−6.5% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 22,131 | $761.7 萬 | 1.9% | −161−0.7% | 減碼 | – |
| Vanguard Admiral FDS Inc921932778 | SMLCP 600 VAL | 77,155 | $682.2 萬 | 1.7% | −2,117−2.7% | 減碼 | – |
| iShares Tr46435U853 | BROAD USD HIGH | 157,547 | $576.5 萬 | 1.4% | +12,937+8.9% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 33,012 | $537.6 萬 | 1.3% | +175+0.5% | 加碼 | – |
| Vanguard Scottsdale FDS92206C623 | VNG RUS2000GRW | 26,933 | $530.9 萬 | 1.3% | +158+0.6% | 加碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 120,693 | $436.8 萬 | 1.1% | −2,598−2.1% | 減碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 81,762 | $419.3 萬 | 1.0% | −47,939−37.0% | 減碼 | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 14,238 | $371.2 萬 | 0.9% | +1,505+11.8% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 69,959 | $355.0 萬 | 0.9% | +43,510+164.5% | 加碼 | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 135,596 | $348.3 萬 | 0.9% | −2,138−1.6% | 減碼 | – |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 60,893 | $318.2 萬 | 0.8% | +2,689+4.6% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 6,649 | $279.7 萬 | 0.7% | +526+8.6% | 加碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 22,880 | $246.2 萬 | 0.6% | −1,204−5.0% | 減碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 12,007 | $230.4 萬 | 0.6% | +1,033+9.4% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 2,356 | $212.9 萬 | 0.5% | +108+4.8% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 23,880 | $181.4 萬 | 0.4% | +124+0.5% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 2,993 | $157.4 萬 | 0.4% | −21−0.7% | 減碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 15,087 | $127.4 萬 | 0.3% | +41+0.3% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 7,943 | $119.9 萬 | 0.3% | +236+3.1% | 加碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 2,164 | $113.5 萬 | 0.3% | −55−2.5% | 減碼 | – |
| SPDR Series Trust78468R804 | ST STR R1K LOWV | 7,101 | $110.6 萬 | 0.3% | −493−6.5% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 5,908 | $106.6 萬 | 0.3% | +645+12.3% | 加碼 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 3,437 | $93.1 萬 | 0.2% | +4+0.1% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,880 | $79.1 萬 | 0.2% | +298+18.8% | 加碼 | 歷史 |
| MCOMoodys Corp | Stock | 1,934 | $76.0 萬 | 0.2% | +22+1.2% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 4,848 | $73.8 萬 | 0.2% | +207+4.5% | 加碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 17,398 | $73.3 萬 | 0.2% | 00.0% | 不變 | – |
| JNJJohnson & Johnson | Stock | 4,471 | $70.7 萬 | 0.2% | +528+13.4% | 加碼 | 歷史 |
| Victory Portfolios II92647N840 | VCSHS INTL VOLTY | 15,266 | $65.9 萬 | 0.2% | −72−0.5% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 3,479 | $63.3 萬 | 0.2% | +106+3.1% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 845 | $61.9 萬 | 0.2% | +44+5.5% | 加碼 | 歷史 |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 13,029 | $61.8 萬 | 0.2% | −111−0.8% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 1,243 | $60.4 萬 | 0.1% | +145+13.2% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 3,678 | $58.0 萬 | 0.1% | +129+3.6% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 2,000 | $56.4 萬 | 0.1% | +63+3.3% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,854 | $55.8 萬 | 0.1% | −82−4.2% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,925 | $50.0 萬 | 0.1% | +35+1.9% | 加碼 | – |
| LECOLincoln Electric Holdings Inc | COM | 1,850 | $47.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 901 | $43.3 萬 | 0.1% | +3+0.3% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 2,052 | $41.1 萬 | 0.1% | +70+3.5% | 加碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 3,173 | $40.7 萬 | 0.1% | +324+11.4% | 加碼 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 3,835 | $40.2 萬 | 0.1% | −763−16.6% | 減碼 | – |
| ABTAbbott Laboratories | Stock | 3,448 | $39.2 萬 | 0.1% | −1,114−24.4% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 9,741 | $36.9 萬 | 0.1% | −1,802−15.6% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 961 | $36.9 萬 | 0.1% | +96+11.1% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 2,617 | $34.5 萬 | 0.1% | +133+5.4% | 加碼 | 歷史 |
| DVNDevon Energy Corp | Stock | 6,829 | $34.3 萬 | 0.1% | +202+3.0% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,467 | $33.6 萬 | 0.1% | +516+26.4% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 1,185 | $33.1 萬 | 0.1% | −632−34.8% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 786 | $31.4 萬 | 0.1% | +41+5.5% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 319 | $31.0 萬 | 0.1% | +319 | 新進 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,285 | $30.8 萬 | 0.1% | +16+1.3% | 加碼 | – |
| BMYBristol Myers Squibb Co | Stock | 5,388 | $29.2 萬 | 0.1% | +208+4.0% | 加碼 | 歷史 |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 11,487 | $29.0 萬 | 0.1% | +195+1.7% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 860 | $29.0 萬 | 0.1% | +860 | 新進 | – |
| ADBEAdobe Inc. | Stock | 571 | $28.8 萬 | 0.1% | +23+4.2% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 213 | $28.3 萬 | 0.1% | +31+17.0% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 4,485 | $27.4 萬 | 0.1% | +316+7.6% | 加碼 | 歷史 |
| MARMarriott International Inc | Stock | 1,057 | $26.7 萬 | 0.1% | +29+2.8% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 846 | $26.5 萬 | 0.1% | +846 | 新進 | 歷史 |
| GPCGenuine Parts Co | Stock | 1,688 | $26.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 3,225 | $25.8 萬 | 0.1% | 00.0% | 不變 | – |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 6,793 | $24.3 萬 | 0.1% | −28−0.4% | 減碼 | – |
| QCOMQualcomm Inc | Stock | 1,332 | $22.6 萬 | 0.1% | +1,332 | 新進 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 429 | $22.5 萬 | 0.1% | +1+0.2% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 876 | $21.9 萬 | 0.1% | +876 | 新進 | 歷史 |
| BLDRBuilders FirstSource, Inc. | Stock | 1,044 | $21.8 萬 | 0.1% | +1,044 | 新進 | 歷史 |
| HURNHuron Consulting Group Inc. | Stock | 2,234 | $21.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GBTCGrayscale Bitcoin Trust ETF | ETF | 3,300 | $20.8 萬 | 0.1% | +3,300 | 新進 | 歷史 |
| TPLTexas Pacific Land Corp | Stock | 356 | $20.6 萬 | 0.1% | +356 | 新進 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 3,938 | $20.3 萬 | 0.1% | +3,938 | 新進 | – |
| SANBanco Santander, S.A. | ADR | 12,096 | $5.85 萬 | <0.1% | +1,971+19.5% | 加碼 | 歷史 |
| LYGLloyds Banking Group plc | SPONSORED ADR | 14,655 | $3.80 萬 | <0.1% | +3,540+31.8% | 加碼 | 歷史 |
| BBDBank Bradesco | SP ADR PFD NEW | 10,599 | $3.03 萬 | <0.1% | +10,599 | 新進 | 歷史 |
2023 年第 4 季之後清倉（1 檔）
2023 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 4 季股數 | 2023 年第 4 季市值 | 2023 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard Total Bond Market ETF921937835 | ETF | 5,083 | $37.4 萬 | 0.1% | – |