Riversedge Advisors, LLC
- SEC CIK
- 0001787663
- 最新申報
- 2026/7/16
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/7/26 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 92
- 較 2024 年第 1 季 +4
- 總值
- $4.10 億
- 較 2024 年第 1 季 +$440.8 萬 (+1.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Large-Cap ETF808524201 | ETF | 632,641 | $4,065 萬 | 9.9% | −61,457−8.9% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 369,309 | $2,959 萬 | 7.2% | −5,952−1.6% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 371,148 | $2,696 萬 | 6.6% | −367,963−49.8% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 534,521 | $2,605 萬 | 6.4% | −3,128−0.6% | 減碼 | – |
| Victory Portfolios II92647N527 | CORE BD ETF | 543,277 | $2,500 萬 | 6.1% | −82,072−13.1% | 減碼 | – |
| Schwab International Equity ETF808524805 | ETF | 564,040 | $2,167 萬 | 5.3% | −6,652−1.2% | 減碼 | – |
| AAPLApple Inc. | Stock | 91,862 | $1,935 萬 | 4.7% | +510+0.6% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 117,543 | $1,931 萬 | 4.7% | +12,647+12.1% | 加碼 | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 432,417 | $1,554 萬 | 3.8% | +432,417 | 新進 | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 257,489 | $1,524 萬 | 3.7% | +7,964+3.2% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 320,057 | $1,519 萬 | 3.7% | −6,829−2.1% | 減碼 | – |
| Harbor ETF Trust41151J885 | INTERNATNAL COMP | 522,505 | $1,445 萬 | 3.5% | +522,505 | 新進 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 282,859 | $1,398 萬 | 3.4% | −34,515−10.9% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 280,609 | $1,228 萬 | 3.0% | +25,172+9.9% | 加碼 | – |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 228,847 | $996.9 萬 | 2.4% | +13,304+6.2% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 22,090 | $826.2 萬 | 2.0% | −41−0.2% | 減碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 149,299 | $765.0 萬 | 1.9% | +67,537+82.6% | 加碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 152,377 | $763.6 萬 | 1.9% | −13,596−8.2% | 減碼 | – |
| Vanguard Admiral FDS Inc921932778 | SMLCP 600 VAL | 75,136 | $628.7 萬 | 1.5% | −2,019−2.6% | 減碼 | – |
| iShares Tr46435U853 | BROAD USD HIGH | 165,991 | $602.2 萬 | 1.5% | +8,444+5.4% | 加碼 | – |
| Vanguard Scottsdale FDS92206C623 | VNG RUS2000GRW | 25,622 | $489.5 萬 | 1.2% | −1,311−4.9% | 減碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 30,514 | $489.5 萬 | 1.2% | −2,498−7.6% | 減碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 115,541 | $435.2 萬 | 1.1% | −5,152−4.3% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 76,298 | $384.4 萬 | 0.9% | +6,339+9.1% | 加碼 | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 14,570 | $364.4 萬 | 0.9% | +332+2.3% | 加碼 | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 129,600 | $329.7 萬 | 0.8% | −5,996−4.4% | 減碼 | – |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 60,489 | $312.4 萬 | 0.8% | −404−0.7% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 6,968 | $311.4 萬 | 0.8% | +319+4.8% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 23,705 | $292.9 萬 | 0.7% | +145+0.6% | 加碼依 10 比 1 拆股換算 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 21,457 | $228.6 萬 | 0.6% | −1,423−6.2% | 減碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 12,359 | $225.6 萬 | 0.6% | +352+2.9% | 加碼 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 23,855 | $176.7 萬 | 0.4% | −25−0.1% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 2,956 | $161.7 萬 | 0.4% | −37−1.2% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 8,438 | $153.7 萬 | 0.4% | +495+6.2% | 加碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 2,168 | $125.0 萬 | 0.3% | +4+0.2% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 6,170 | $119.2 萬 | 0.3% | +262+4.4% | 加碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 12,715 | $117.7 萬 | 0.3% | −2,372−15.7% | 減碼 | – |
| SPDR Series Trust78468R804 | ST STR R1K LOWV | 6,594 | $100.6 萬 | 0.2% | −507−7.1% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 5,318 | $97.5 萬 | 0.2% | +470+9.7% | 加碼 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 3,382 | $88.8 萬 | 0.2% | −55−1.6% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,028 | $82.5 萬 | 0.2% | +148+7.9% | 加碼 | 歷史 |
| MCOMoodys Corp | Stock | 1,926 | $81.1 萬 | 0.2% | −8−0.4% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 858 | $72.9 萬 | 0.2% | +13+1.5% | 加碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 17,398 | $71.5 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,519 | $67.4 萬 | 0.2% | +594+30.9% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 1,287 | $64.9 萬 | 0.2% | +44+3.5% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 4,346 | $63.5 萬 | 0.2% | −125−2.8% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 3,470 | $59.5 萬 | 0.1% | −9−0.3% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 3,712 | $58.1 萬 | 0.1% | +34+0.9% | 加碼 | 歷史 |
| Victory Portfolios II92647N840 | VCSHS INTL VOLTY | 13,558 | $57.0 萬 | 0.1% | −1,708−11.2% | 減碼 | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 11,359 | $53.6 萬 | 0.1% | −1,670−12.8% | 減碼 | – |
| NVONovo Nordisk A S | ADR | 3,556 | $50.8 萬 | 0.1% | +383+12.1% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,817 | $49.0 萬 | 0.1% | +350+14.2% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,798 | $46.2 萬 | 0.1% | −56−3.0% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,196 | $44.4 萬 | 0.1% | +144+7.0% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 874 | $43.7 萬 | 0.1% | −27−3.0% | 減碼 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 4,060 | $42.5 萬 | 0.1% | +225+5.9% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 1,653 | $42.1 萬 | 0.1% | −347−17.3% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 237 | $38.1 萬 | 0.1% | +24+11.3% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 9,469 | $37.7 萬 | 0.1% | −272−2.8% | 減碼 | 歷史 |
| ASMLASML Holding NV | ADR | 359 | $36.7 萬 | 0.1% | +40+12.5% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 799 | $35.5 萬 | 0.1% | +13+1.7% | 加碼 | 歷史 |
| LECOLincoln Electric Holdings Inc | COM | 1,850 | $34.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ABTAbbott Laboratories | Stock | 3,304 | $34.3 萬 | 0.1% | −144−4.2% | 減碼 | 歷史 |
| DVNDevon Energy Corp | Stock | 7,083 | $33.6 萬 | 0.1% | +254+3.7% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 1,247 | $32.7 萬 | 0.1% | +62+5.2% | 加碼 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,285 | $32.1 萬 | 0.1% | 00.0% | 不變 | – |
| HDHome Depot, Inc. | Stock | 926 | $31.9 萬 | 0.1% | −35−3.6% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 2,539 | $31.4 萬 | 0.1% | −78−3.0% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 860 | $31.4 萬 | 0.1% | 00.0% | 不變 | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 11,369 | $30.2 萬 | 0.1% | −118−1.0% | 減碼 | – |
| KOCoca Cola Co | Stock | 4,634 | $29.5 萬 | 0.1% | +149+3.3% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 1,424 | $28.4 萬 | 0.1% | +92+6.9% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 861 | $27.0 萬 | 0.1% | +15+1.8% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 10,368 | $26.3 萬 | 0.1% | +10,368 | 新進 | 歷史 |
| TPLTexas Pacific Land Corp | Stock | 356 | $26.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MARMarriott International Inc | Stock | 1,054 | $25.5 萬 | 0.1% | −3−0.3% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 3,225 | $25.3 萬 | 0.1% | 00.0% | 不變 | – |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 6,900 | $24.5 萬 | 0.1% | +107+1.6% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 431 | $23.4 萬 | 0.1% | +2+0.5% | 加碼 | 歷史 |
| GPCGenuine Parts Co | Stock | 1,688 | $23.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 248 | $22.5 萬 | 0.1% | +248 | 新進 | 歷史 |
| HURNHuron Consulting Group Inc. | Stock | 2,234 | $22.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SHELShell plc | ADR | 2,988 | $21.6 萬 | 0.1% | +2,988 | 新進 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 3,951 | $21.1 萬 | 0.1% | +13+0.3% | 加碼 | – |
| ADPAutomatic Data Processing Inc | Stock | 863 | $20.6 萬 | 0.1% | −13−1.5% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 370 | $20.6 萬 | 0.1% | −201−35.2% | 減碼 | 歷史 |
| SANBanco Santander, S.A. | ADR | 13,493 | $6.25 萬 | <0.1% | +1,397+11.5% | 加碼 | 歷史 |
| MFGMizuho Financial Group Inc | SPONSORED ADR | 10,839 | $4.58 萬 | <0.1% | +10,839 | 新進 | 歷史 |
| LYGLloyds Banking Group plc | SPONSORED ADR | 16,080 | $4.39 萬 | <0.1% | +1,425+9.7% | 加碼 | 歷史 |
| BBDBank Bradesco | SP ADR PFD NEW | 10,693 | $2.40 萬 | <0.1% | +94+0.9% | 加碼 | 歷史 |
| LOANManhattan Bridge Capital, Inc | REIT | 13,231 | $1.32 萬 | <0.1% | +13,231 | 新進 | 歷史 |
2024 年第 1 季之後清倉（3 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。