Riversedge Advisors, LLC
- SEC CIK
- 0001787663
- 最新申報
- 2026/7/16
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/1/7 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 214
- 較 2025 年第 3 季 +16
- 總值
- $6.15 億
- 較 2025 年第 3 季 +$1,835 萬 (+3.1%)
| 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 | 263,959 | $8,309 萬 | 13.5% | +32,488+14.0% | 加碼 | – |
| iShares Tr46435G326 | CORE MSCI INTL | 679,736 | $5,606 萬 | 9.1% | +42,511+6.7% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 669,857 | $4,962 萬 | 8.1% | +67,012+11.1% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 341,218 | $3,641 萬 | 5.9% | −5,299−1.5% | 減碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 151,988 | $2,911 萬 | 4.7% | +14,804+10.8% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 1,106,210 | $2,659 萬 | 4.3% | +697+0.1% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 493,816 | $2,655 萬 | 4.3% | −41,101−7.7% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 465,712 | $2,646 萬 | 4.3% | −16,158−3.4% | 減碼 | – |
| AAPLApple Inc. | Stock | 94,290 | $2,563 萬 | 4.2% | +2,060+2.2% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 273,119 | $1,706 萬 | 2.8% | −10,600−3.7% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 141,414 | $1,700 萬 | 2.8% | +25,758+22.3% | 加碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 323,987 | $1,629 萬 | 2.6% | +2,253+0.7% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 174,716 | $1,563 萬 | 2.5% | −42,094−19.4% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 29,862 | $1,457 萬 | 2.4% | −36−0.1% | 減碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 55,862 | $1,067 萬 | 1.7% | +872+1.6% | 加碼 | – |
| Vanguard Admiral FDS Inc921932778 | SMLCP 600 VAL | 101,526 | $992.5 萬 | 1.6% | −2,383−2.3% | 減碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 191,282 | $924.3 萬 | 1.5% | +13,360+7.5% | 加碼 | – |
| BTCGrayscale Bitcoin Mini Trust ETF | ETF | 196,580 | $761.4 萬 | 1.2% | −29,708−13.1% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 34,713 | $647.4 萬 | 1.1% | +2,187+6.7% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C623 | VNG RUS2000GRW | 22,652 | $534.6 萬 | 0.9% | −770−3.3% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 10,946 | $529.4 萬 | 0.9% | −552−4.8% | 減碼 | 歷史 |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 107,591 | $503.6 萬 | 0.8% | −1,687−1.5% | 減碼 | – |
| GDLCGrayscale CoinDesk Crypto 5 ETF | USD SHS | 112,313 | $464.1 萬 | 0.8% | +112,313 | 新進 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 12,958 | $405.6 萬 | 0.7% | +1,112+9.4% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 22,411 | $398.4 萬 | 0.6% | −343−1.5% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 11,179 | $337.7 萬 | 0.5% | −603−5.1% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 13,042 | $301.0 萬 | 0.5% | +812+6.6% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 9,333 | $292.9 萬 | 0.5% | +592+6.8% | 加碼 | 歷史 |
| iShares Tr46435U853 | BROAD USD HIGH | 74,048 | $276.9 萬 | 0.5% | −4,427−5.6% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 3,447 | $236.1 萬 | 0.4% | −4−0.1% | 減碼 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 79,239 | $234.6 萬 | 0.4% | +385+0.5% | 加碼 | – |
| IBITiShares Bitcoin Trust ETF | ETF | 42,951 | $213.3 萬 | 0.3% | −9,996−18.9% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 5,659 | $195.9 萬 | 0.3% | +277+5.1% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 8,993 | $190.5 萬 | 0.3% | −728−7.5% | 減碼 | – |
| TSLATesla, Inc. | Stock | 3,626 | $163.1 萬 | 0.3% | +127+3.6% | 加碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 13,065 | $161.0 萬 | 0.3% | −78−0.6% | 減碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 14,902 | $159.6 萬 | 0.3% | −1,030−6.5% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 3,111 | $156.4 萬 | 0.3% | +285+10.1% | 加碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 2,001 | $150.8 萬 | 0.2% | −28−1.4% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 2,231 | $147.3 萬 | 0.2% | −400−15.2% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 4,643 | $141.1 萬 | 0.2% | +97+2.1% | 加碼 | 歷史 |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 24,657 | $126.0 萬 | 0.2% | −1,656−6.3% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 5,945 | $123.0 萬 | 0.2% | +710+13.6% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3,783 | $121.9 萬 | 0.2% | −337−8.2% | 減碼 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 3,557 | $114.9 萬 | 0.2% | +2+0.1% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,303 | $110.8 萬 | 0.2% | +5+0.2% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 4,729 | $108.1 萬 | 0.2% | +200+4.4% | 加碼 | 歷史 |
| MCOMoodys Corp | Stock | 2,041 | $104.3 萬 | 0.2% | +10+0.5% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,553 | $97.4 萬 | 0.2% | −357−18.7% | 減碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 17,398 | $95.3 萬 | 0.2% | 00.0% | 不變 | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 38,064 | $94.9 萬 | 0.2% | −951−2.4% | 減碼 | – |
| BMYBristol Myers Squibb Co | Stock | 15,606 | $84.2 萬 | 0.1% | +7,435+91.0% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 748 | $80.4 萬 | 0.1% | +276+58.5% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 907 | $78.2 萬 | 0.1% | −155−14.6% | 減碼 | 歷史 |
| Vanguard Admiral FDS Inc921932794 | SMLCP 600 GRTH | 6,389 | $77.5 萬 | 0.1% | −211−3.2% | 減碼 | – |
| COFCapital One Financial Corp | Stock | 3,105 | $75.3 萬 | 0.1% | +509+19.6% | 加碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 9,816 | $74.1 萬 | 0.1% | 00.0% | 不變 | – |
| BACBank of America Corp | Stock | 12,854 | $70.7 萬 | 0.1% | +409+3.3% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 6,283 | $70.0 萬 | 0.1% | +1,151+22.4% | 加碼 | 歷史 |
| SPDR Series Trust78468R804 | ST STR R1K LOWV | 3,924 | $68.9 萬 | 0.1% | −158−3.9% | 減碼 | – |
| EXPEExpedia Group, Inc. | Stock | 2,427 | $68.8 萬 | 0.1% | +198+8.9% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 5,840 | $68.1 萬 | 0.1% | +707+13.8% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 2,161 | $66.0 萬 | 0.1% | −159−6.9% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 6,212 | $65.4 萬 | 0.1% | +373+6.4% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 2,275 | $64.9 萬 | 0.1% | +273+13.6% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 4,199 | $64.0 萬 | 0.1% | −374−8.2% | 減碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 4,209 | $61.7 萬 | 0.1% | +209+5.2% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 5,007 | $60.3 萬 | 0.1% | +728+17.0% | 加碼 | 歷史 |
| Victory Portfolios II92647N840 | VCSHS INTL VOLTY | 11,034 | $59.6 萬 | 0.1% | −370−3.2% | 減碼 | – |
| VVisa Inc. | Stock | 1,692 | $59.3 萬 | 0.1% | −400−19.1% | 減碼 | 歷史 |
| ASMLASML Holding NV | ADR | 524 | $56.1 萬 | 0.1% | +101+23.9% | 加碼 | 歷史 |
| HSBCHSBC Holdings PLC | SPON ADR NEW | 7,072 | $55.6 萬 | 0.1% | −153−2.1% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 3,796 | $54.5 萬 | 0.1% | +1,299+52.0% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 1,729 | $54.0 萬 | 0.1% | +685+65.6% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 1,717 | $52.9 萬 | 0.1% | +341+24.8% | 加碼 | 歷史 |
| LECOLincoln Electric Holdings Inc | COM | 2,136 | $51.2 萬 | 0.1% | +158+8.0% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 901 | $51.0 萬 | 0.1% | +17+1.9% | 加碼 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 5,446 | $50.1 萬 | 0.1% | +566+11.6% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,419 | $48.8 萬 | 0.1% | −116−7.6% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 3,114 | $47.8 萬 | 0.1% | +1,589+104.2% | 加碼 | 歷史 |
| SYFSynchrony Financial | COM | 5,624 | $46.9 萬 | 0.1% | +110+2.0% | 加碼 | 歷史 |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 9,731 | $46.7 萬 | 0.1% | −51−0.5% | 減碼 | – |
| ABTAbbott Laboratories | Stock | 3,716 | $46.6 萬 | 0.1% | −38−1.0% | 減碼 | 歷史 |
| NVSNovartis AG | ADR | 3,371 | $46.5 萬 | 0.1% | +201+6.3% | 加碼 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 1,552 | $45.0 萬 | 0.1% | +151+10.8% | 加碼 | 歷史 |
| RYRoyal Bank of Canada | Stock | 2,637 | $45.0 萬 | 0.1% | +156+6.3% | 加碼 | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 949 | $44.3 萬 | 0.1% | +264+38.5% | 加碼 | 歷史 |
| MLIMueller Industries Inc | COM | 3,806 | $43.7 萬 | 0.1% | +564+17.4% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 11,834 | $43.7 萬 | 0.1% | +537+4.8% | 加碼 | 歷史 |
| DVNDevon Energy Corp | Stock | 11,686 | $42.8 萬 | 0.1% | −44−0.4% | 減碼 | 歷史 |
| LRCXLam Research Corp | Stock | 2,484 | $42.5 萬 | 0.1% | +322+14.9% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 743 | $42.4 萬 | 0.1% | −290−28.1% | 減碼 | 歷史 |
| CNCCentene Corp | Stock | 10,272 | $42.3 萬 | 0.1% | +10,272 | 新進 | 歷史 |
| NFLXNetflix Inc | Stock | 4,455 | $41.8 萬 | 0.1% | −155−3.4% | 減碼依 10 比 1 拆股換算 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,242 | $41.0 萬 | 0.1% | +107+9.4% | 加碼 | 歷史 |
| FDXFedEx Corp | Stock | 1,417 | $40.9 萬 | 0.1% | +328+30.1% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 2,646 | $40.5 萬 | 0.1% | +1,266+91.7% | 加碼依 5 比 1 拆股換算 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 75 | $40.2 萬 | 0.1% | +31+70.5% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 453 | $39.8 萬 | 0.1% | −19−4.0% | 減碼 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 3,703 | $39.5 萬 | 0.1% | −789−17.6% | 減碼 | – |
2025 年第 3 季之後清倉（25 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Schwab U.S. Large-Cap ETF808524201 | ETF | 450,558 | $1,187 萬 | 2.0% | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 157,191 | $438.6 萬 | 0.7% | – |
| ETHGrayscale Ethereum Staking Mini ETF | SHS NEW | 36,250 | $142.0 萬 | 0.2% | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 7,317 | $57.3 萬 | 0.1% | – |
| PGProcter & Gamble Co | Stock | 3,567 | $54.8 萬 | 0.1% | 歷史 |
| RBLXRoblox Corp | Stock | 2,766 | $38.3 萬 | 0.1% | 歷史 |
| LINLinde PLC | Stock | 772 | $36.7 萬 | 0.1% | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 1,660 | $33.4 萬 | 0.1% | 歷史 |
| UBERUber Technologies, Inc | Stock | 2,889 | $28.3 萬 | <0.1% | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 4,660 | $27.6 萬 | <0.1% | 歷史 |
| AZOAutoZone Inc | COM | 61 | $26.2 萬 | <0.1% | 歷史 |
| VRSNVerisign Inc | COM | 887 | $24.8 萬 | <0.1% | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,022 | $24.2 萬 | <0.1% | 歷史 |
| TPRTapestry, Inc. | COM | 2,105 | $23.8 萬 | <0.1% | 歷史 |
| EGEverest Group, Ltd. | COM | 677 | $23.7 萬 | <0.1% | 歷史 |
| EBAYeBay Inc | COM | 2,566 | $23.3 萬 | <0.1% | 歷史 |
| ZSZscaler, Inc. | Stock | 750 | $22.5 萬 | <0.1% | 歷史 |
| VZVerizon Communications Inc | Stock | 5,104 | $22.4 萬 | <0.1% | 歷史 |
| VEEVVeeva Systems Inc | Stock | 730 | $21.7 萬 | <0.1% | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 734 | $21.6 萬 | <0.1% | – |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 471 | $21.5 萬 | <0.1% | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 1,065 | $21.5 萬 | <0.1% | 歷史 |
| MOHMolina Healthcare, Inc. | COM | 1,101 | $21.1 萬 | <0.1% | 歷史 |
| EXRExtra Space Storage Inc. | COM | 1,447 | $20.4 萬 | <0.1% | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 7,092 | $20.1 萬 | <0.1% | 歷史 |