跳到主要內容

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。

機構總覽
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%)
申報日
2026/1/7
SEC
Riversedge Advisors, LLC 在 2025 年第 4 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
ABEVAmbev S.A.SPONSORED ADR17,253$4.26 萬<0.1%−541−3.0%減碼歷史
BBDBank BradescoSP ADR PFD NEW31,529$10.5 萬<0.1%+2,155+7.3%加碼歷史
LYGLloyds Banking Group plcSPONSORED ADR29,039$15.4 萬<0.1%+1,226+4.4%加碼歷史
MFGMizuho Financial Group IncSPONSORED ADR21,151$15.5 萬<0.1%+1,279+6.4%加碼歷史
VALEVale S.A.SPONSORED ADS12,938$16.9 萬<0.1%+12,938新進歷史
ADTADT Inc.COM22,549$18.2 萬<0.1%+2,110+10.3%加碼歷史
SMFGSumitomo Mitsui Financial Group, Inc.SPONSORED ADR10,259$19.8 萬<0.1%+10,259新進歷史
BWABorgwarner IncCOM4,443$20.0 萬<0.1%+4,443新進歷史
UTHRUnited Therapeutics CorpCOM414$20.2 萬<0.1%+414新進歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF699$20.3 萬<0.1%−443−38.8%減碼–
Schwab U.S. Large-Cap Growth ETF808524300ETF6,236$20.3 萬<0.1%+6,236新進–
ILMNIllumina, Inc.COM1,562$20.5 萬<0.1%+1,562新進歷史
JBHTHunt J B Transport Services IncCOM1,057$20.6 萬<0.1%+1,057新進歷史
GPCGenuine Parts CoStock1,688$20.8 萬<0.1%00.0%不變歷史
IBNIcici Bank LtdADR6,993$20.8 萬<0.1%−320−4.4%減碼歷史
CATCaterpillar IncStock369$21.1 萬<0.1%+369新進歷史
LDOSLeidos Holdings, Inc.COM1,174$21.2 萬<0.1%+1,174新進歷史
iShares Tr464287150CORE S&P TTL STK1,431$21.3 萬<0.1%00.0%不變–
WDCWestern Digital CorpCOM1,238$21.3 萬<0.1%+1,238新進歷史
FTNTFortinet, Inc.Stock2,687$21.3 萬<0.1%+2,687新進歷史
HUBSHubSpot IncCOM532$21.3 萬<0.1%+532新進歷史
ROPRoper Technologies IncStock492$21.9 萬<0.1%+492新進歷史
BBYBest Buy Co IncStock3,273$21.9 萬<0.1%+597+22.3%加碼歷史
AXPAmerican Express CoStock596$22.0 萬<0.1%+596新進歷史
SHOPShopify Inc.Stock1,373$22.1 萬<0.1%+1,373新進歷史
COPConocoPhillipsStock2,379$22.3 萬<0.1%+2,379新進歷史
ITGartner IncCOM883$22.3 萬<0.1%+883新進歷史
BTIBritish American Tobacco p.l.c.SPONSORED ADR3,953$22.4 萬<0.1%+3,953新進歷史
UIUbiquiti Inc.COM405$22.4 萬<0.1%+1+0.2%加碼歷史
VLOValero Energy CorpStock1,382$22.5 萬<0.1%+46+3.4%加碼歷史
PNFPPinnacle Financial Partners, Inc.COM2,364$22.6 萬<0.1%+7+0.3%加碼歷史
HALHalliburton CoStock7,993$22.6 萬<0.1%+7,993新進歷史
BIIBBiogen Inc.COM1,288$22.7 萬<0.1%+1,288新進歷史
BHPBHP Group LtdADR3,771$22.8 萬<0.1%+3,771新進歷史
UBSUBS Group AGStock4,955$22.9 萬<0.1%−297−5.7%減碼歷史
BITBBitwise Bitcoin ETFSHS BEN INT4,860$23.1 萬<0.1%−422−8.0%減碼歷史
CMICummins IncStock454$23.2 萬<0.1%+454新進歷史
IBMInternational Business Machines CorpStock790$23.4 萬<0.1%+790新進歷史
GLTRabrdn Precious Metals Basket ETF TrustPHYSCL PRECS MET1,139$23.4 萬<0.1%+1,139新進歷史
BLKBlackRock, Inc.Stock220$23.6 萬<0.1%+24+12.2%加碼歷史
DISWalt Disney CoStock2,117$24.1 萬<0.1%+2,117新進歷史
SNDKSandisk CorpCOM1,018$24.2 萬<0.1%+1,018新進歷史
SCHWSchwab Charles CorpStock2,436$24.3 萬<0.1%−322−11.7%減碼歷史
GEVGE Vernova Inc.Stock376$24.6 萬<0.1%−117−23.7%減碼歷史
GMGeneral Motors CoCOM3,032$24.7 萬<0.1%−314−9.4%減碼歷史
DHRDanaher CorpStock1,089$24.9 萬<0.1%+1,089新進歷史
WFCWells Fargo & CompanyStock2,685$25.0 萬<0.1%+140+5.5%加碼歷史
PLDPrologis, Inc.REIT1,988$25.4 萬<0.1%+1,988新進歷史
LYFTLyft, Inc.CL A COM13,145$25.5 萬<0.1%+1,018+8.4%加碼歷史
CMGChipotle Mexican Grill IncCOM6,929$25.6 萬<0.1%+6,929新進歷史
ULUnilever PLCSPON ADR NEW3,925$25.7 萬<0.1%+3,925新進歷史
PHMPultegroup IncCOM2,199$25.8 萬<0.1%+316+16.8%加碼歷史
HDBHDFC Bank LtdSPONSORED ADS7,072$25.8 萬<0.1%+854+13.7%加碼歷史
ADPAutomatic Data Processing IncStock1,006$25.9 萬<0.1%−44−4.2%減碼歷史
QCOMQualcomm IncStock1,519$26.0 萬<0.1%+226+17.5%加碼歷史
INTUIntuit Inc.Stock404$26.8 萬<0.1%+10+2.5%加碼歷史
OTISOtis Worldwide CorpStock3,120$27.3 萬<0.1%+58+1.9%加碼歷史
ORLYO Reilly Automotive IncStock2,990$27.3 萬<0.1%−686−18.7%減碼歷史
BBVABanco Bilbao Vizcaya Argentaria, S.A.SPONSORED ADR11,734$27.4 萬<0.1%+757+6.9%加碼歷史
ADBEAdobe Inc.Stock795$27.8 萬<0.1%−697−46.7%減碼歷史
iShares Inc46434G855MSCI GBL GOLD MN3,810$28.1 萬<0.1%00.0%不變–
DALDelta Air Lines, Inc.COM NEW4,072$28.3 萬<0.1%+4,072新進歷史
VanEck ETF Trust92189F791JUNIOR GOLD MINE2,500$28.4 萬<0.1%00.0%不變–
REGNRegeneron Pharmaceuticals, Inc.COM371$28.6 萬<0.1%+371新進歷史
ETNEaton Corp plcStock917$29.2 萬<0.1%+2+0.2%加碼歷史
PSXPhillips 66Stock2,275$29.4 萬<0.1%+722+46.5%加碼歷史
CRWDCrowdStrike Holdings, Inc.Stock629$29.5 萬<0.1%+72+12.9%加碼歷史
SAPSAP SEADR1,219$29.6 萬<0.1%−212−14.8%減碼歷史
SPYSPDR S&P 500 ETF TrustETF435$29.7 萬<0.1%+1+0.2%加碼歷史
Schwab Emerging Markets Equity ETF808524706ETF9,091$29.8 萬<0.1%−332−3.5%減碼–
FTITechnipFMC plcCOM6,765$30.1 萬<0.1%+1,176+21.0%加碼歷史
NTRANatera, Inc.COM1,327$30.4 萬<0.1%+1,327新進歷史
BNYBank of New York Mellon CorpStock2,633$30.6 萬<0.1%+223+9.3%加碼歷史
TPLTexas Pacific Land CorpStock1,067$30.6 萬<0.1%−91−7.9%減碼依 3 比 1 拆股換算歷史
PANWPalo Alto Networks IncStock1,667$30.7 萬<0.1%+385+30.0%加碼歷史
ORCLOracle CorpStock1,578$30.8 萬0.1%−127−7.4%減碼歷史
SNOWSnowflake Inc.Stock1,405$30.8 萬0.1%+80+6.0%加碼歷史
SONYSony Group CorpSPONSORED ADR12,096$31.0 萬0.1%+209+1.8%加碼歷史
iShares MSCI Eafe ETF464287465ETF3,225$31.0 萬0.1%00.0%不變–
MEDPMedpace Holdings, Inc.COM558$31.3 萬0.1%+132+31.0%加碼歷史
KOCoca Cola CoStock4,487$31.4 萬0.1%+283+6.7%加碼歷史
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS19,876$31.5 萬0.1%+1,078+5.7%加碼歷史
AMEAmetek IncCOM1,557$32.0 萬0.1%+11+0.7%加碼歷史
TMToyota Motor CorpADS1,494$32.0 萬0.1%+44+3.0%加碼歷史
ACNAccenture plcStock1,225$32.9 萬0.1%+1,225新進歷史
Vanguard Dividend Appreciation ETF921908844ETF1,498$32.9 萬0.1%+4+0.3%加碼–
ABNBAirbnb, Inc.Stock2,439$33.1 萬0.1%+449+22.6%加碼歷史
TDToronto Dominion BankStock3,523$33.2 萬0.1%+173+5.2%加碼歷史
iShares Russell 1000 Growth ETF464287614ETF701$33.2 萬0.1%−103−12.8%減碼–
ANETArista Networks, Inc.Stock2,535$33.2 萬0.1%+796+45.8%加碼歷史
NTRSNorthern Trust CorpCOM2,460$33.6 萬0.1%+719+41.3%加碼歷史
FOXAFox CorpCL A COM4,610$33.7 萬0.1%+657+16.6%加碼歷史
HIGHartford Insurance Group, Inc.Stock2,445$33.7 萬0.1%+138+6.0%加碼歷史
DHIHorton D R IncCOM2,342$33.7 萬0.1%+1,005+75.2%加碼歷史
USBUS Bancorp DECOM NEW6,335$33.8 萬0.1%+6,335新進歷史
CEGConstellation Energy CorpStock959$33.9 萬0.1%+10+1.1%加碼歷史
TAT&T Inc.Stock13,653$33.9 萬0.1%−900−6.2%減碼歷史
TEAMAtlassian CorpCL A2,115$34.3 萬0.1%+2,115新進歷史
iShares Core MSCI Emerging Markets ETF46434G103ETF5,109$34.3 萬0.1%+20.0%加碼–
FIXComfort Systems USA IncCOM368$34.3 萬0.1%+106+40.5%加碼歷史

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。

Riversedge Advisors, LLC 在 2025 年第 3 季之後清倉的部位
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 ETF808524201ETF450,558$1,187 萬2.0%–
Schwab U.S. Small-Cap ETF808524607ETF157,191$438.6 萬0.7%–
ETHGrayscale Ethereum Staking Mini ETFSHS NEW36,250$142.0 萬0.2%歷史
State Street SPDR Portfolio S&P 500 ETF78464A854ETF7,317$57.3 萬0.1%–
PGProcter & Gamble CoStock3,567$54.8 萬0.1%歷史
RBLXRoblox CorpStock2,766$38.3 萬0.1%歷史
LINLinde PLCStock772$36.7 萬0.1%歷史
PNCPNC Financial Services Group, Inc.Stock1,660$33.4 萬0.1%歷史
UBERUber Technologies, IncStock2,889$28.3 萬<0.1%歷史
ULUnilever PLCSPON ADR NEW4,660$27.6 萬<0.1%歷史
AZOAutoZone IncCOM61$26.2 萬<0.1%歷史
VRSNVerisign IncCOM887$24.8 萬<0.1%歷史
CRMSalesforce, Inc.Stock1,022$24.2 萬<0.1%歷史
TPRTapestry, Inc.COM2,105$23.8 萬<0.1%歷史
EGEverest Group, Ltd.COM677$23.7 萬<0.1%歷史
EBAYeBay IncCOM2,566$23.3 萬<0.1%歷史
ZSZscaler, Inc.Stock750$22.5 萬<0.1%歷史
VZVerizon Communications IncStock5,104$22.4 萬<0.1%歷史
VEEVVeeva Systems IncStock730$21.7 萬<0.1%歷史
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF734$21.6 萬<0.1%–
ALNYAlnylam Pharmaceuticals, Inc.COM471$21.5 萬<0.1%歷史
MRSHMarsh & McLennan Companies, Inc.Stock1,065$21.5 萬<0.1%歷史
MOHMolina Healthcare, Inc.COM1,101$21.1 萬<0.1%歷史
EXRExtra Space Storage Inc.COM1,447$20.4 萬<0.1%歷史
KMIKinder Morgan, Inc.Stock7,092$20.1 萬<0.1%歷史