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 |
|---|---|---|---|---|---|---|---|
| PLTRPalantir Technologies Inc. | Stock | 21,870 | $298.1 萬 | 0.6% | +1,315+6.4% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 12,319 | $341.2 萬 | 0.7% | −2,181−15.0% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 25,188 | $397.9 萬 | 0.8% | +2,812+12.6% | 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 |
| MSFTMicrosoft Corp | Stock | 9,093 | $452.3 萬 | 0.9% | +2,518+38.3% | 加碼 | 歷史 |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 109,794 | $469.3 萬 | 0.9% | −4,016−3.5% | 減碼 | – |
| Vanguard Scottsdale FDS92206C623 | VNG RUS2000GRW | 23,506 | $490.0 萬 | 1.0% | −829−3.4% | 減碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 198,224 | $501.5 萬 | 1.0% | −94,821−32.4% | 減碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 172,375 | $853.4 萬 | 1.7% | −8,275−4.6% | 減碼 | – |
| Vanguard Admiral FDS Inc921932778 | SMLCP 600 VAL | 103,387 | $884.7 萬 | 1.7% | +31,335+43.5% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 50,160 | $886.5 萬 | 1.7% | +16,040+47.0% | 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 Growth ETF922908736 | ETF | 28,248 | $1,238 萬 | 2.4% | +4,383+18.4% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 573,799 | $1,402 萬 | 2.7% | −571,421−49.9% | 減碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 303,926 | $1,490 萬 | 2.9% | +44,461+17.1% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 285,258 | $1,626 萬 | 3.2% | +2,965+1.1% | 加碼 | – |
| AAPLApple Inc. | Stock | 87,449 | $1,794 萬 | 3.5% | −1,125−1.3% | 減碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 223,604 | $1,867 萬 | 3.7% | −40,827−15.4% | 減碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 130,495 | $2,372 萬 | 4.6% | −5,387−4.0% | 減碼 | – |
| Schwab International Equity ETF808524805 | ETF | 1,113,654 | $2,461 萬 | 4.8% | −10,004−0.9% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 528,209 | $2,613 萬 | 5.1% | +63,831+13.7% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 503,703 | $2,636 萬 | 5.2% | −38,572−7.1% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 351,671 | $3,352 萬 | 6.6% | −7,998−2.2% | 減碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 586,553 | $4,319 萬 | 8.4% | +35,550+6.5% | 加碼 | – |
| iShares Tr46435G326 | CORE MSCI INTL | 598,627 | $4,552 萬 | 8.9% | +86,721+16.9% | 加碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 217,692 | $6,211 萬 | 12.1% | +106,011+94.9% | 加碼 | – |
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 |