Riversedge Advisors, LLC
- SEC CIK
- 0001787663
- 最新申報
- 2026/7/16
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/9 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 126
- 較 2025 年第 1 季 +8
- 總值
- $5.11 億
- 較 2025 年第 1 季 +$6,292 萬 (+14.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 217,692 | $6,211 萬 | 12.1% | +106,011+94.9% | 加碼 | – |
| iShares Tr46435G326 | CORE MSCI INTL | 598,627 | $4,552 萬 | 8.9% | +86,721+16.9% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 586,553 | $4,319 萬 | 8.4% | +35,550+6.5% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 351,671 | $3,352 萬 | 6.6% | −7,998−2.2% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 503,703 | $2,636 萬 | 5.2% | −38,572−7.1% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 528,209 | $2,613 萬 | 5.1% | +63,831+13.7% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 1,113,654 | $2,461 萬 | 4.8% | −10,004−0.9% | 減碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 130,495 | $2,372 萬 | 4.6% | −5,387−4.0% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 223,604 | $1,867 萬 | 3.7% | −40,827−15.4% | 減碼 | – |
| AAPLApple Inc. | Stock | 87,449 | $1,794 萬 | 3.5% | −1,125−1.3% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 285,258 | $1,626 萬 | 3.2% | +2,965+1.1% | 加碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 303,926 | $1,490 萬 | 2.9% | +44,461+17.1% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 573,799 | $1,402 萬 | 2.7% | −571,421−49.9% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 28,248 | $1,238 萬 | 2.4% | +4,383+18.4% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 104,113 | $1,138 萬 | 2.2% | +39,566+61.3% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 50,160 | $886.5 萬 | 1.7% | +16,040+47.0% | 加碼 | – |
| Vanguard Admiral FDS Inc921932778 | SMLCP 600 VAL | 103,387 | $884.7 萬 | 1.7% | +31,335+43.5% | 加碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 172,375 | $853.4 萬 | 1.7% | −8,275−4.6% | 減碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 198,224 | $501.5 萬 | 1.0% | −94,821−32.4% | 減碼 | – |
| Vanguard Scottsdale FDS92206C623 | VNG RUS2000GRW | 23,506 | $490.0 萬 | 1.0% | −829−3.4% | 減碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 109,794 | $469.3 萬 | 0.9% | −4,016−3.5% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 9,093 | $452.3 萬 | 0.9% | +2,518+38.3% | 加碼 | 歷史 |
| BTCGrayscale Bitcoin Mini Trust ETF | ETF | 88,934 | $424.7 萬 | 0.8% | +32,302+57.0% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 25,188 | $397.9 萬 | 0.8% | +2,812+12.6% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 12,319 | $341.2 萬 | 0.7% | −2,181−15.0% | 減碼 | – |
| PLTRPalantir Technologies Inc. | Stock | 21,870 | $298.1 萬 | 0.6% | +1,315+6.4% | 加碼 | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 45,769 | $280.2 萬 | 0.5% | −16,752−26.8% | 減碼 | 歷史 |
| iShares Tr46435U853 | BROAD USD HIGH | 74,352 | $278.9 萬 | 0.5% | +23,840+47.2% | 加碼 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 81,306 | $225.0 萬 | 0.4% | +2,769+3.5% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 3,485 | $216.4 萬 | 0.4% | +291+9.1% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 9,529 | $209.1 萬 | 0.4% | +2,745+40.5% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 10,196 | $198.8 萬 | 0.4% | −2,508−19.7% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 10,012 | $176.4 萬 | 0.3% | +1,120+12.6% | 加碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 16,488 | $172.3 萬 | 0.3% | −1,527−8.5% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 1,997 | $147.4 萬 | 0.3% | +337+20.3% | 加碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 13,174 | $145.0 萬 | 0.3% | +420+3.3% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 2,068 | $137.2 萬 | 0.3% | −45−2.1% | 減碼 | – |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 26,657 | $133.8 萬 | 0.3% | −8,281−23.7% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 6,924 | $122.8 萬 | 0.2% | +1,053+17.9% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,310 | $112.2 萬 | 0.2% | −47−2.0% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 4,029 | $111.1 萬 | 0.2% | +867+27.4% | 加碼 | 歷史 |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 42,366 | $105.0 萬 | 0.2% | −56,664−57.2% | 減碼 | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 3,617 | $103.4 萬 | 0.2% | +108+3.1% | 加碼 | – |
| MCOMoodys Corp | Stock | 2,016 | $101.1 萬 | 0.2% | +37+1.9% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,015 | $100.5 萬 | 0.2% | +9+0.9% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 4,257 | $96.4 萬 | 0.2% | +1,149+37.0% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3,150 | $91.3 萬 | 0.2% | +239+8.2% | 加碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 17,398 | $91.1 萬 | 0.2% | 00.0% | 不變 | – |
| SPDR Series Trust78468R804 | ST STR R1K LOWV | 4,936 | $86.2 萬 | 0.2% | −1,073−17.9% | 減碼 | – |
| TSLATesla, Inc. | Stock | 2,602 | $82.7 萬 | 0.2% | +1,450+125.9% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,444 | $74.3 萬 | 0.1% | −78−3.1% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 3,773 | $70.0 萬 | 0.1% | +96+2.6% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 4,278 | $65.4 萬 | 0.1% | +34+0.8% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 2,139 | $62.5 萬 | 0.1% | +101+5.0% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 1,731 | $61.5 萬 | 0.1% | +3+0.2% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 435 | $58.3 萬 | 0.1% | +53+13.9% | 加碼 | 歷史 |
| Victory Portfolios II92647N840 | VCSHS INTL VOLTY | 11,365 | $57.4 萬 | 0.1% | −1,390−10.9% | 減碼 | – |
| Vanguard Admiral FDS Inc921932794 | SMLCP 600 GRTH | 4,877 | $55.8 萬 | 0.1% | +4,877 | 新進 | – |
| CVXChevron Corp | Stock | 3,869 | $55.4 萬 | 0.1% | −266−6.4% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,425 | $52.2 萬 | 0.1% | +218+18.1% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 932 | $50.6 萬 | 0.1% | +65+7.5% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 6,915 | $50.3 萬 | 0.1% | 00.0% | 不變 | – |
| BACBank of America Corp | Stock | 10,600 | $50.2 萬 | 0.1% | +841+8.6% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 879 | $49.9 萬 | 0.1% | −3−0.3% | 減碼 | – |
| ABTAbbott Laboratories | Stock | 3,654 | $49.7 萬 | 0.1% | −3−0.1% | 減碼 | 歷史 |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 9,718 | $46.5 萬 | 0.1% | −2,127−18.0% | 減碼 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 4,074 | $43.3 萬 | 0.1% | −9−0.2% | 減碼 | – |
| SAPSAP SE | ADR | 1,410 | $42.9 萬 | 0.1% | −22−1.5% | 減碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 3,636 | $41.2 萬 | 0.1% | +10+0.3% | 加碼 | 歷史 |
| HSBCHSBC Holdings PLC | SPON ADR NEW | 6,383 | $38.8 萬 | 0.1% | +259+4.2% | 加碼 | 歷史 |
| LECOLincoln Electric Holdings Inc | COM | 1,850 | $38.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TPLTexas Pacific Land Corp | Stock | 357 | $37.7 萬 | 0.1% | −13−3.5% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 656 | $36.9 萬 | 0.1% | −22−3.2% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 12,681 | $36.7 萬 | 0.1% | +757+6.3% | 加碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 1,722 | $36.6 萬 | 0.1% | +1,722 | 新進 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 838 | $35.6 萬 | 0.1% | −1−0.1% | 減碼 | – |
| CCitigroup Inc | Stock | 3,958 | $33.7 萬 | 0.1% | +596+17.7% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 420 | $33.7 萬 | 0.1% | −114−21.3% | 減碼 | 歷史 |
| NVSNovartis AG | ADR | 2,773 | $33.6 萬 | 0.1% | +406+17.2% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,033 | $31.9 萬 | 0.1% | +29+2.9% | 加碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 5,128 | $30.8 萬 | 0.1% | +1,096+27.2% | 加碼 | – |
| HURNHuron Consulting Group Inc. | Stock | 2,234 | $30.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MARMarriott International Inc | Stock | 1,109 | $30.3 萬 | 0.1% | +29+2.7% | 加碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 935 | $30.2 萬 | 0.1% | +935 | 新進 | 歷史 |
| KOCoca Cola Co | Stock | 4,262 | $30.2 萬 | 0.1% | −42−1.0% | 減碼 | 歷史 |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 9,775 | $29.5 萬 | 0.1% | −1,472−13.1% | 減碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 3,225 | $28.8 萬 | 0.1% | −180−5.3% | 減碼 | – |
| INTUIntuit Inc. | Stock | 362 | $28.5 萬 | 0.1% | +362 | 新進 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 4,057 | $28.4 萬 | 0.1% | −445−9.9% | 減碼 | 歷史 |
| RYRoyal Bank of Canada | Stock | 2,153 | $28.3 萬 | 0.1% | +299+16.1% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 792 | $28.3 萬 | 0.1% | −54−6.4% | 減碼 | 歷史 |
| SONYSony Group Corp | SPONSORED ADR | 10,835 | $28.2 萬 | 0.1% | +1,514+16.2% | 加碼 | 歷史 |
| SHELShell plc | ADR | 3,976 | $28.0 萬 | 0.1% | −735−15.6% | 減碼 | 歷史 |
| SYFSynchrony Financial | COM | 4,163 | $27.8 萬 | 0.1% | +4,163 | 新進 | 歷史 |
| ORCLOracle Corp | Stock | 1,241 | $27.1 萬 | 0.1% | −205−14.2% | 減碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 4,426 | $27.1 萬 | 0.1% | +4,426 | 新進 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,508 | $27.0 萬 | 0.1% | −1,098−30.4% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 433 | $26.7 萬 | 0.1% | −91−17.4% | 減碼 | 歷史 |
| HIGHartford Insurance Group, Inc. | Stock | 2,058 | $26.1 萬 | 0.1% | +378+22.5% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 1,741 | $26.0 萬 | 0.1% | +302+21.0% | 加碼 | 歷史 |
2025 年第 1 季之後清倉（10 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Inc46434G764 | MSCI EMRG CHN | 86,839 | $478.4 萬 | 1.1% | – |
| Victory Portfolios II92647X822 | VICT SMA CAP ETF | 110,540 | $271.2 萬 | 0.6% | – |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 24,582 | $122.9 萬 | 0.3% | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 23,393 | $92.1 萬 | 0.2% | – |
| Harbor ETF Trust41151J885 | INTERNATNAL COMP | 29,510 | $78.3 萬 | 0.2% | – |
| UNHUnitedHealth Group Inc | Stock | 558 | $29.2 萬 | 0.1% | 歷史 |
| COPConocoPhillips | Stock | 2,657 | $27.9 萬 | 0.1% | 歷史 |
| NVONovo Nordisk A S | ADR | 3,703 | $25.7 萬 | 0.1% | 歷史 |
| CRMSalesforce, Inc. | Stock | 814 | $21.8 萬 | <0.1% | 歷史 |
| VALEVale S.A. | SPONSORED ADS | 10,557 | $10.5 萬 | <0.1% | 歷史 |