Riversedge Advisors, LLC
- SEC CIK
- 0001787663
- 最新申報
- 2026/7/16
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/5/1 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 118
- 較 2024 年第 4 季 +19
- 總值
- $4.48 億
- 較 2024 年第 4 季 +$608.6 萬 (+1.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Total Bond Market ETF921937835 | ETF | 551,003 | $4,047 萬 | 9.0% | +539,495+4,688.0% | 加碼 | – |
| iShares Tr46435G326 | CORE MSCI INTL | 511,906 | $3,527 萬 | 7.9% | +496,205+3,160.3% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 359,669 | $2,891 萬 | 6.4% | −3,278−0.9% | 減碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 111,681 | $2,871 萬 | 6.4% | +110,388+8,537.4% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 542,275 | $2,769 萬 | 6.2% | −1,874−0.3% | 減碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 1,145,220 | $2,529 萬 | 5.6% | −682,094−37.3% | 減碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 135,882 | $2,354 萬 | 5.2% | +9,369+7.4% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 1,123,658 | $2,223 萬 | 5.0% | −6,369−0.6% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 464,378 | $2,102 萬 | 4.7% | +176,717+61.4% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 264,431 | $2,000 萬 | 4.5% | −54,012−17.0% | 減碼 | – |
| AAPLApple Inc. | Stock | 88,574 | $1,967 萬 | 4.4% | −4,249−4.6% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 282,293 | $1,435 萬 | 3.2% | −4,105−1.4% | 減碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 259,465 | $1,287 萬 | 2.9% | +112,866+77.0% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 23,865 | $885.0 萬 | 2.0% | +1,862+8.5% | 加碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 180,650 | $881.9 萬 | 2.0% | +180,650 | 新進 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 293,045 | $686.6 萬 | 1.5% | −352,573−54.6% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 64,547 | $675.0 萬 | 1.5% | +64,547 | 新進 | – |
| Vanguard Admiral FDS Inc921932778 | SMLCP 600 VAL | 72,052 | $604.6 萬 | 1.3% | −464−0.6% | 減碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 34,120 | $589.4 萬 | 1.3% | +3,175+10.3% | 加碼 | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 86,839 | $478.4 萬 | 1.1% | −174,023−66.7% | 減碼 | – |
| Vanguard Scottsdale FDS92206C623 | VNG RUS2000GRW | 24,335 | $453.5 萬 | 1.0% | −1,003−4.0% | 減碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 113,810 | $448.1 萬 | 1.0% | −1,671−1.4% | 減碼 | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 14,500 | $365.1 萬 | 0.8% | −1,197−7.6% | 減碼 | – |
| IBITiShares Bitcoin Trust ETF | ETF | 62,521 | $292.7 萬 | 0.7% | +62,521 | 新進 | 歷史 |
| Victory Portfolios II92647X822 | VICT SMA CAP ETF | 110,540 | $271.2 萬 | 0.6% | −292,431−72.6% | 減碼 | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 99,030 | $249.8 萬 | 0.6% | −30,497−23.5% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 6,575 | $246.8 萬 | 0.6% | −827−11.2% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 22,376 | $242.5 萬 | 0.5% | −1,610−6.7% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 12,704 | $236.7 萬 | 0.5% | −1,527−10.7% | 減碼 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 78,537 | $208.8 萬 | 0.5% | −52,059−39.9% | 減碼 | – |
| BTCGrayscale Bitcoin Mini Trust ETF | ETF | 56,632 | $206.7 萬 | 0.5% | +56,632 | 新進 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 18,015 | $189.9 萬 | 0.4% | −4,603−20.4% | 減碼 | – |
| iShares Tr46435U853 | BROAD USD HIGH | 50,512 | $185.9 萬 | 0.4% | −142,912−73.9% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 3,194 | $179.5 萬 | 0.4% | +241+8.2% | 加碼 | – |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 34,938 | $178.8 萬 | 0.4% | −30,730−46.8% | 減碼 | – |
| PLTRPalantir Technologies Inc. | Stock | 20,555 | $173.5 萬 | 0.4% | +1,469+7.7% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 8,892 | $137.5 萬 | 0.3% | +261+3.0% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 6,784 | $129.1 萬 | 0.3% | −311−4.4% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,357 | $125.5 萬 | 0.3% | +258+12.3% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 24,582 | $122.9 萬 | 0.3% | −104,719−81.0% | 減碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 12,754 | $118.4 萬 | 0.3% | +14+0.1% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 2,113 | $114.6 萬 | 0.3% | +3+0.1% | 加碼 | – |
| SPDR Series Trust78468R804 | ST STR R1K LOWV | 6,009 | $104.6 萬 | 0.2% | −383−6.0% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 1,660 | $95.7 萬 | 0.2% | +200+13.7% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,006 | $95.1 萬 | 0.2% | +89+9.7% | 加碼 | 歷史 |
| MCOMoodys Corp | Stock | 1,979 | $92.2 萬 | 0.2% | +28+1.4% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 23,393 | $92.1 萬 | 0.2% | −496,036−95.5% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 5,871 | $91.7 萬 | 0.2% | +174+3.1% | 加碼 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 3,509 | $89.7 萬 | 0.2% | +109+3.2% | 加碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 17,398 | $86.7 萬 | 0.2% | 00.0% | 不變 | – |
| Harbor ETF Trust41151J885 | INTERNATNAL COMP | 29,510 | $78.3 萬 | 0.2% | −598,775−95.3% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 3,677 | $77.0 萬 | 0.2% | +38+1.0% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,911 | $71.4 萬 | 0.2% | +326+12.6% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 4,244 | $70.4 萬 | 0.2% | −189−4.3% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,522 | $69.3 萬 | 0.2% | −8−0.3% | 減碼 | – |
| CVXChevron Corp | Stock | 4,135 | $69.2 萬 | 0.2% | +285+7.4% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 2,038 | $63.7 萬 | 0.1% | +265+14.9% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 1,728 | $60.6 萬 | 0.1% | +366+26.9% | 加碼 | 歷史 |
| Victory Portfolios II92647N840 | VCSHS INTL VOLTY | 12,755 | $57.8 萬 | 0.1% | −348−2.7% | 減碼 | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 11,845 | $56.4 萬 | 0.1% | −50−0.4% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 3,162 | $52.9 萬 | 0.1% | +378+13.6% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 3,108 | $51.6 萬 | 0.1% | −392−11.2% | 減碼 | 歷史 |
| TPLTexas Pacific Land Corp | Stock | 370 | $49.0 萬 | 0.1% | +8+2.2% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 3,657 | $48.5 萬 | 0.1% | +204+5.9% | 加碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 3,626 | $47.9 萬 | 0.1% | +962+36.1% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 6,915 | $45.5 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 882 | $45.3 萬 | 0.1% | +3+0.3% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 1,207 | $44.2 萬 | 0.1% | +88+7.9% | 加碼 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 4,083 | $43.1 萬 | 0.1% | −754−15.6% | 減碼 | – |
| ISRGIntuitive Surgical Inc | COM NEW | 867 | $42.9 萬 | 0.1% | +18+2.1% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 3,606 | $42.9 萬 | 0.1% | +1,690+88.2% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 9,759 | $40.7 萬 | 0.1% | −107−1.1% | 減碼 | 歷史 |
| DVNDevon Energy Corp | Stock | 10,628 | $39.7 萬 | 0.1% | +2,298+27.6% | 加碼 | 歷史 |
| SAPSAP SE | ADR | 1,432 | $38.4 萬 | 0.1% | +287+25.1% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 678 | $37.2 萬 | 0.1% | +678 | 新進 | 歷史 |
| NFLXNetflix Inc | Stock | 382 | $35.6 萬 | 0.1% | +93+32.2% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 534 | $35.4 萬 | 0.1% | +165+44.7% | 加碼 | 歷史 |
| HSBCHSBC Holdings PLC | SPON ADR NEW | 6,124 | $35.2 萬 | 0.1% | +1,382+29.1% | 加碼 | 歷史 |
| LECOLincoln Electric Holdings Inc | COM | 1,850 | $35.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SHELShell plc | ADR | 4,711 | $34.5 萬 | 0.1% | +1,109+30.8% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 11,924 | $33.7 萬 | 0.1% | +11,924 | 新進 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 5,435 | $33.1 萬 | 0.1% | −197−3.5% | 減碼 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 4,502 | $33.1 萬 | 0.1% | +4,502 | 新進 | 歷史 |
| HURNHuron Consulting Group Inc. | Stock | 2,234 | $32.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 11,247 | $31.0 萬 | 0.1% | +26+0.2% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 375 | $31.0 萬 | 0.1% | +375 | 新進 | 歷史 |
| KOCoca Cola Co | Stock | 4,304 | $30.8 萬 | 0.1% | +57+1.3% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,004 | $30.7 萬 | 0.1% | +88+9.6% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 839 | $30.3 萬 | 0.1% | −3−0.4% | 減碼 | – |
| TSLATesla, Inc. | Stock | 1,152 | $29.9 萬 | 0.1% | +101+9.6% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 524 | $29.3 萬 | 0.1% | +91+21.0% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 558 | $29.2 萬 | 0.1% | +558 | 新進 | 歷史 |
| COPConocoPhillips | Stock | 2,657 | $27.9 萬 | 0.1% | +2,657 | 新進 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 3,405 | $27.8 萬 | 0.1% | +180+5.6% | 加碼 | – |
| ORLYO Reilly Automotive Inc | Stock | 186 | $26.6 萬 | 0.1% | +12+6.9% | 加碼 | 歷史 |
| NVSNovartis AG | ADR | 2,367 | $26.4 萬 | 0.1% | +2,367 | 新進 | 歷史 |
| MARMarriott International Inc | Stock | 1,080 | $25.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NVONovo Nordisk A S | ADR | 3,703 | $25.7 萬 | 0.1% | −65−1.7% | 減碼 | 歷史 |
| CCitigroup Inc | Stock | 3,362 | $23.9 萬 | 0.1% | +3,362 | 新進 | 歷史 |
| SONYSony Group Corp | SPONSORED ADR | 9,321 | $23.7 萬 | 0.1% | +9,321 | 新進 | 歷史 |
2024 年第 4 季之後清倉（3 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。