Riversedge Advisors, LLC
- SEC CIK
- 0001787663
- 最新申報
- 2026/7/16
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/1/15 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 99
- 較 2024 年第 3 季 −1
- 總值
- $4.42 億
- 較 2024 年第 3 季 +$139.9 萬 (+0.3%)
| 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 | 1,827,314 | $4,236 萬 | 9.6% | −11,629−0.6% | 減碼依 3 比 1 拆股換算 | – |
| Victory Portfolios II92647N527 | CORE BD ETF | 695,989 | $3,199 萬 | 7.2% | +30,603+4.6% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 362,947 | $3,190 萬 | 7.2% | −4,727−1.3% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 544,149 | $2,783 萬 | 6.3% | +3,671+0.7% | 加碼 | – |
| AAPLApple Inc. | Stock | 92,823 | $2,324 萬 | 5.3% | +568+0.6% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 318,443 | $2,238 萬 | 5.1% | −2,417−0.8% | 減碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 126,513 | $2,217 萬 | 5.0% | +1,087+0.9% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 1,130,027 | $2,091 萬 | 4.7% | +15,333+1.4% | 加碼依 2 比 1 拆股換算 | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 519,429 | $1,843 萬 | 4.2% | +4,128+0.8% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 645,618 | $1,670 萬 | 3.8% | −5,150−0.8% | 減碼依 2 比 1 拆股換算 | – |
| Harbor ETF Trust41151J885 | INTERNATNAL COMP | 628,285 | $1,624 萬 | 3.7% | −2,387−0.4% | 減碼 | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 260,862 | $1,446 萬 | 3.3% | −448−0.2% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 286,398 | $1,370 萬 | 3.1% | +3,932+1.4% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 287,661 | $1,267 萬 | 2.9% | +2,527+0.9% | 加碼 | – |
| Victory Portfolios II92647X822 | VICT SMA CAP ETF | 402,971 | $1,074 萬 | 2.4% | +6,250+1.6% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 22,003 | $903.1 萬 | 2.0% | −101−0.5% | 減碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 146,599 | $734.9 萬 | 1.7% | −1,573−1.1% | 減碼 | – |
| iShares Tr46435U853 | BROAD USD HIGH | 193,424 | $711.6 萬 | 1.6% | +16,176+9.1% | 加碼 | – |
| Vanguard Admiral FDS Inc921932778 | SMLCP 600 VAL | 72,516 | $676.8 萬 | 1.5% | −126−0.2% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 129,301 | $648.4 萬 | 1.5% | +2,313+1.8% | 加碼 | – |
| Vanguard Scottsdale FDS92206C623 | VNG RUS2000GRW | 25,338 | $532.4 萬 | 1.2% | −83−0.3% | 減碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 30,945 | $523.9 萬 | 1.2% | +125+0.4% | 加碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 115,481 | $443.1 萬 | 1.0% | +1,238+1.1% | 加碼 | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 15,697 | $439.6 萬 | 1.0% | +1,039+7.1% | 加碼 | – |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 65,668 | $340.9 萬 | 0.8% | +3,001+4.8% | 加碼 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 130,596 | $340.5 萬 | 0.8% | +58,218+80.4% | 加碼依 3 比 1 拆股換算 | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 129,527 | $331.3 萬 | 0.7% | −85−0.1% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 23,986 | $322.1 萬 | 0.7% | +407+1.7% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 7,402 | $312.0 萬 | 0.7% | +552+8.1% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 14,231 | $282.0 萬 | 0.6% | +1,439+11.2% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 22,618 | $241.0 萬 | 0.5% | +821+3.8% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 2,953 | $173.8 萬 | 0.4% | −8−0.3% | 減碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 59,544 | $165.9 萬 | 0.4% | +59,544 | 新進 | – |
| GOOGLAlphabet Inc. | Stock | 8,631 | $163.4 萬 | 0.4% | +213+2.5% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 7,095 | $155.7 萬 | 0.4% | +1,081+18.0% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 19,086 | $144.3 萬 | 0.3% | +50+0.3% | 加碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 2,110 | $131.2 萬 | 0.3% | +12+0.6% | 加碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 12,740 | $129.4 萬 | 0.3% | +15+0.1% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 5,697 | $108.5 萬 | 0.2% | +370+6.9% | 加碼 | 歷史 |
| SPDR Series Trust78468R804 | ST STR R1K LOWV | 6,392 | $105.6 萬 | 0.2% | −171−2.6% | 減碼 | – |
| iShares Tr46435G326 | CORE MSCI INTL | 15,701 | $101.2 萬 | 0.2% | +15,701 | 新進 | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 3,400 | $97.9 萬 | 0.2% | +12+0.4% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,099 | $95.1 萬 | 0.2% | +54+2.6% | 加碼 | 歷史 |
| MCOMoodys Corp | Stock | 1,951 | $92.4 萬 | 0.2% | +17+0.9% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,460 | $85.5 萬 | 0.2% | +98+7.2% | 加碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 17,398 | $84.1 萬 | 0.2% | 00.0% | 不變 | – |
| COSTCostco Wholesale Corp | Stock | 917 | $84.0 萬 | 0.2% | +47+5.4% | 加碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 11,508 | $82.8 萬 | 0.2% | +11,508 | 新進 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,530 | $73.3 萬 | 0.2% | +6+0.2% | 加碼 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 3,500 | $69.1 萬 | 0.2% | +650+22.8% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 2,024 | $67.7 萬 | 0.2% | +104+5.4% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 3,639 | $64.7 萬 | 0.1% | +84+2.4% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,784 | $64.5 萬 | 0.1% | +232+9.1% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 4,433 | $64.1 萬 | 0.1% | −19−0.4% | 減碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 12,008 | $62.7 萬 | 0.1% | +8,015+200.7% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 2,585 | $62.0 萬 | 0.1% | +183+7.6% | 加碼 | 歷史 |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 11,895 | $56.4 萬 | 0.1% | −431−3.5% | 減碼 | – |
| CVXChevron Corp | Stock | 3,850 | $55.8 萬 | 0.1% | +132+3.6% | 加碼 | 歷史 |
| Victory Portfolios II92647N840 | VCSHS INTL VOLTY | 13,103 | $54.8 萬 | 0.1% | −14−0.1% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 1,773 | $51.4 萬 | 0.1% | +87+5.2% | 加碼 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 4,837 | $51.0 萬 | 0.1% | +848+21.3% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 6,915 | $47.7 萬 | 0.1% | +6,915 | 新進 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 879 | $47.4 萬 | 0.1% | +4+0.5% | 加碼 | – |
| ISRGIntuitive Surgical Inc | COM NEW | 849 | $44.3 萬 | 0.1% | +41+5.1% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,119 | $43.5 萬 | 0.1% | +119+11.9% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 9,866 | $43.4 萬 | 0.1% | +438+4.6% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 1,362 | $43.0 萬 | 0.1% | +172+14.5% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,051 | $42.4 萬 | 0.1% | +259+32.7% | 加碼 | 歷史 |
| TPLTexas Pacific Land Corp | Stock | 362 | $40.0 萬 | 0.1% | +6+1.7% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 3,453 | $39.1 萬 | 0.1% | +127+3.8% | 加碼 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,293 | $34.9 萬 | 0.1% | +5+0.4% | 加碼 | – |
| LECOLincoln Electric Holdings Inc | COM | 1,850 | $34.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 842 | $33.8 萬 | 0.1% | −6−0.7% | 減碼 | – |
| NVONovo Nordisk A S | ADR | 3,768 | $32.4 萬 | 0.1% | +245+7.0% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 5,632 | $31.9 萬 | 0.1% | +583+11.5% | 加碼 | 歷史 |
| MARMarriott International Inc | Stock | 1,080 | $30.1 萬 | 0.1% | +33+3.2% | 加碼 | 歷史 |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 11,221 | $29.9 萬 | 0.1% | −468−4.0% | 減碼 | – |
| SAPSAP SE | ADR | 1,145 | $28.2 萬 | 0.1% | +201+21.3% | 加碼 | 歷史 |
| HURNHuron Consulting Group Inc. | Stock | 2,234 | $27.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DVNDevon Energy Corp | Stock | 8,330 | $27.3 萬 | 0.1% | +994+13.5% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 916 | $26.8 萬 | 0.1% | +37+4.2% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 4,247 | $26.4 萬 | 0.1% | −305−6.7% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 784 | $26.0 萬 | 0.1% | −48−5.8% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 289 | $25.8 萬 | 0.1% | +4+1.4% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 369 | $25.6 萬 | 0.1% | +76+25.9% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 433 | $25.4 萬 | 0.1% | +1+0.2% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 1,429 | $24.6 萬 | 0.1% | +47+3.4% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 3,225 | $24.4 萬 | 0.1% | 00.0% | 不變 | – |
| HSBCHSBC Holdings PLC | SPON ADR NEW | 4,742 | $23.5 萬 | 0.1% | +4,742 | 新進 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 2,664 | $22.6 萬 | 0.1% | +774+41.0% | 加碼 | 歷史 |
| SHELShell plc | ADR | 3,602 | $22.6 萬 | 0.1% | +559+18.4% | 加碼 | 歷史 |
| RYRoyal Bank of Canada | Stock | 1,848 | $22.3 萬 | 0.1% | +1,848 | 新進 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 174 | $20.6 萬 | <0.1% | +174 | 新進 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 1,916 | $20.6 萬 | <0.1% | +190+11.0% | 加碼 | 歷史 |
| MUFGMitsubishi Ufj Financial Group Inc | SPONSORED ADS | 12,065 | $14.1 萬 | <0.1% | +12,065 | 新進 | 歷史 |
| SANBanco Santander, S.A. | ADR | 17,220 | $7.85 萬 | <0.1% | +2,148+14.3% | 加碼 | 歷史 |
| MFGMizuho Financial Group Inc | SPONSORED ADR | 15,078 | $7.37 萬 | <0.1% | +4,747+45.9% | 加碼 | 歷史 |
| LYGLloyds Banking Group plc | SPONSORED ADR | 20,078 | $5.46 萬 | <0.1% | +2,834+16.4% | 加碼 | 歷史 |
| LOANManhattan Bridge Capital, Inc | REIT | 13,231 | $1.32 萬 | <0.1% | 00.0% | 不變 | 歷史 |
選擇權（1 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| AAPLApple Inc. | Stock | $4.58 萬 | – |
2024 年第 3 季之後清倉（9 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 3 季股數 | 2024 年第 3 季市值 | 2024 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| DBX ETF Tr233051432 | XTRACK USD HIGH | 7,009 | $25.9 萬 | 0.1% | – |
| MRKMerck & Co., Inc. | Stock | 2,077 | $23.6 萬 | 0.1% | 歷史 |
| GPCGenuine Parts Co | Stock | 1,688 | $23.6 萬 | 0.1% | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 387 | $22.6 萬 | 0.1% | 歷史 |
| LLYEli Lilly & Co | Stock | 235 | $20.8 萬 | <0.1% | 歷史 |
| ADBEAdobe Inc. | Stock | 393 | $20.3 萬 | <0.1% | 歷史 |
| BLDRBuilders FirstSource, Inc. | Stock | 1,044 | $20.2 萬 | <0.1% | 歷史 |
| BBDBank Bradesco | SP ADR PFD NEW | 13,810 | $3.67 萬 | <0.1% | 歷史 |
| ABEVAmbev S.A. | SPONSORED ADR | 12,675 | $3.09 萬 | <0.1% | 歷史 |