Riversedge Advisors, LLC
- SEC CIK
- 0001787663
- 最新申報
- 2026/7/16
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/10/9 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 198
- 較 2025 年第 2 季 +72
- 總值
- $5.97 億
- 較 2025 年第 2 季 +$8,540 萬 (+16.7%)
| 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 | 231,471 | $7,126 萬 | 11.9% | +13,779+6.3% | 加碼 | – |
| iShares Tr46435G326 | CORE MSCI INTL | 637,225 | $5,109 萬 | 8.6% | +38,598+6.4% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 602,845 | $4,483 萬 | 7.5% | +16,292+2.8% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 346,517 | $3,621 萬 | 6.1% | −5,154−1.5% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 534,917 | $2,898 萬 | 4.9% | +6,708+1.3% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 481,870 | $2,666 萬 | 4.5% | −21,833−4.3% | 減碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 137,184 | $2,602 萬 | 4.4% | +6,689+5.1% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 1,105,513 | $2,574 萬 | 4.3% | −8,141−0.7% | 減碼 | – |
| AAPLApple Inc. | Stock | 92,230 | $2,348 萬 | 3.9% | +4,781+5.5% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 216,810 | $1,893 萬 | 3.2% | −6,794−3.0% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 283,719 | $1,700 萬 | 2.8% | −1,539−0.5% | 減碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 321,734 | $1,611 萬 | 2.7% | +17,808+5.9% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 29,898 | $1,434 萬 | 2.4% | +1,650+5.8% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 115,656 | $1,374 萬 | 2.3% | +11,543+11.1% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 450,558 | $1,187 萬 | 2.0% | −123,241−21.5% | 減碼 | – |
| BTCGrayscale Bitcoin Mini Trust ETF | ETF | 226,288 | $1,146 萬 | 1.9% | +137,354+154.4% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 54,990 | $1,026 萬 | 1.7% | +4,830+9.6% | 加碼 | – |
| Vanguard Admiral FDS Inc921932778 | SMLCP 600 VAL | 103,909 | $989.4 萬 | 1.7% | +522+0.5% | 加碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 177,922 | $880.0 萬 | 1.5% | +5,547+3.2% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 32,526 | $606.9 萬 | 1.0% | +7,338+29.1% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 11,498 | $595.5 萬 | 1.0% | +2,405+26.4% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C623 | VNG RUS2000GRW | 23,422 | $547.6 萬 | 0.9% | −84−0.4% | 減碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 109,278 | $511.5 萬 | 0.9% | −516−0.5% | 減碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 157,191 | $438.6 萬 | 0.7% | −41,033−20.7% | 減碼 | – |
| PLTRPalantir Technologies Inc. | Stock | 22,754 | $415.1 萬 | 0.7% | +884+4.0% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 11,782 | $350.7 萬 | 0.6% | −537−4.4% | 減碼 | – |
| IBITiShares Bitcoin Trust ETF | ETF | 52,947 | $344.2 萬 | 0.6% | +7,178+15.7% | 加碼 | 歷史 |
| iShares Tr46435U853 | BROAD USD HIGH | 78,475 | $296.5 萬 | 0.5% | +4,123+5.5% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 11,846 | $288.0 萬 | 0.5% | +1,834+18.3% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 12,230 | $268.5 萬 | 0.5% | +2,701+28.3% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 3,451 | $231.0 萬 | 0.4% | −34−1.0% | 減碼 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 78,854 | $229.5 萬 | 0.4% | −2,452−3.0% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 8,741 | $212.9 萬 | 0.4% | +1,817+26.2% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 9,721 | $202.9 萬 | 0.3% | −475−4.7% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 2,631 | $193.2 萬 | 0.3% | +634+31.7% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 5,382 | $177.6 萬 | 0.3% | +1,353+33.6% | 加碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 15,932 | $169.7 萬 | 0.3% | −556−3.4% | 減碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 13,143 | $158.7 萬 | 0.3% | −31−0.2% | 減碼 | – |
| TSLATesla, Inc. | Stock | 3,499 | $155.6 萬 | 0.3% | +897+34.5% | 加碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 2,029 | $151.5 萬 | 0.3% | −39−1.9% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,826 | $142.1 萬 | 0.2% | +516+22.3% | 加碼 | 歷史 |
| ETHGrayscale Ethereum Staking Mini ETF | SHS NEW | 36,250 | $142.0 萬 | 0.2% | +36,250 | 新進 | 歷史 |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 26,313 | $133.9 萬 | 0.2% | −344−1.3% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 4,120 | $130.0 萬 | 0.2% | +970+30.8% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 4,546 | $127.0 萬 | 0.2% | +289+6.8% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,910 | $117.0 萬 | 0.2% | +1,031+117.3% | 加碼 | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 3,555 | $113.8 萬 | 0.2% | −62−1.7% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,298 | $108.2 萬 | 0.2% | +854+34.9% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 4,529 | $104.9 萬 | 0.2% | +756+20.0% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,062 | $98.3 萬 | 0.2% | +47+4.6% | 加碼 | 歷史 |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 39,015 | $97.3 萬 | 0.2% | −3,351−7.9% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 5,235 | $97.1 萬 | 0.2% | +957+22.4% | 加碼 | 歷史 |
| MCOMoodys Corp | Stock | 2,031 | $96.8 萬 | 0.2% | +15+0.7% | 加碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 17,398 | $93.7 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Admiral FDS Inc921932794 | SMLCP 600 GRTH | 6,600 | $80.4 萬 | 0.1% | +1,723+35.3% | 加碼 | – |
| SPDR Series Trust78468R804 | ST STR R1K LOWV | 4,082 | $72.7 萬 | 0.1% | −854−17.3% | 減碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 9,816 | $72.1 萬 | 0.1% | +9,816 | 新進 | – |
| BABAAlibaba Group Holding Ltd | ADR | 4,000 | $71.5 萬 | 0.1% | +364+10.0% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 2,092 | $71.4 萬 | 0.1% | +361+20.9% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 4,573 | $71.0 萬 | 0.1% | +704+18.2% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 2,320 | $70.5 萬 | 0.1% | +181+8.5% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 12,445 | $64.2 萬 | 0.1% | +1,845+17.4% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,535 | $62.2 萬 | 0.1% | +110+7.7% | 加碼 | 歷史 |
| Victory Portfolios II92647N840 | VCSHS INTL VOLTY | 11,404 | $58.8 萬 | 0.1% | +39+0.3% | 加碼 | – |
| MAMastercard Inc | Stock | 1,033 | $58.8 萬 | 0.1% | +377+57.5% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 7,317 | $57.3 萬 | 0.1% | +402+5.8% | 加碼 | – |
| NFLXNetflix Inc | Stock | 461 | $55.3 萬 | 0.1% | +26+6.0% | 加碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 2,596 | $55.2 萬 | 0.1% | +874+50.8% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 3,567 | $54.8 萬 | 0.1% | +3,567 | 新進 | 歷史 |
| WMTWalmart Inc. | Stock | 5,132 | $52.9 萬 | 0.1% | +5,132 | 新進 | 歷史 |
| ADBEAdobe Inc. | Stock | 1,492 | $52.6 萬 | 0.1% | +914+158.1% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 5,133 | $52.1 萬 | 0.1% | +1,175+29.7% | 加碼 | 歷史 |
| HSBCHSBC Holdings PLC | SPON ADR NEW | 7,225 | $51.3 萬 | 0.1% | +842+13.2% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 3,754 | $50.3 萬 | 0.1% | +100+2.7% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 5,839 | $49.0 萬 | 0.1% | +5,839 | 新進 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 4,279 | $48.2 萬 | 0.1% | +1,771+70.6% | 加碼 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 4,492 | $48.0 萬 | 0.1% | +418+10.3% | 加碼 | – |
| ORCLOracle Corp | Stock | 1,705 | $48.0 萬 | 0.1% | +464+37.4% | 加碼 | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 2,229 | $47.6 萬 | 0.1% | +2,229 | 新進 | 歷史 |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 9,782 | $47.2 萬 | 0.1% | +64+0.7% | 加碼 | – |
| LECOLincoln Electric Holdings Inc | COM | 1,978 | $46.6 萬 | 0.1% | +128+6.9% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 1,376 | $41.4 萬 | 0.1% | +1,376 | 新進 | 歷史 |
| DVNDevon Energy Corp | Stock | 11,730 | $41.1 萬 | 0.1% | +3,768+47.3% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 14,553 | $41.1 萬 | 0.1% | +1,872+14.8% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 423 | $41.0 萬 | 0.1% | +3+0.7% | 加碼 | 歷史 |
| NVSNovartis AG | ADR | 3,170 | $40.7 萬 | 0.1% | +397+14.3% | 加碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 3,676 | $39.6 萬 | 0.1% | +879+31.4% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 884 | $39.5 萬 | 0.1% | −48−5.2% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,135 | $39.2 萬 | 0.1% | +1,135 | 新進 | 歷史 |
| SYFSynchrony Financial | COM | 5,514 | $39.2 萬 | 0.1% | +1,351+32.5% | 加碼 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 1,401 | $39.1 萬 | 0.1% | +517+58.5% | 加碼 | 歷史 |
| RBLXRoblox Corp | Stock | 2,766 | $38.3 萬 | 0.1% | +2,766 | 新進 | 歷史 |
| SAPSAP SE | ADR | 1,431 | $38.2 萬 | 0.1% | +21+1.5% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 11,297 | $37.9 萬 | 0.1% | +11,297 | 新進 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 804 | $37.7 萬 | 0.1% | −34−4.1% | 減碼 | – |
| GSGoldman Sachs Group Inc | Stock | 472 | $37.6 萬 | 0.1% | +107+29.3% | 加碼 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 4,880 | $37.4 萬 | 0.1% | +823+20.3% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 8,171 | $36.9 萬 | 0.1% | +3,105+61.3% | 加碼 | 歷史 |
| LINLinde PLC | Stock | 772 | $36.7 萬 | 0.1% | +284+58.2% | 加碼 | 歷史 |
| RYRoyal Bank of Canada | Stock | 2,481 | $36.6 萬 | 0.1% | +328+15.2% | 加碼 | 歷史 |
2025 年第 2 季之後清倉（2 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。