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 |
|---|---|---|---|---|---|---|---|
| ABEVAmbev S.A. | SPONSORED ADR | 17,253 | $4.26 萬 | <0.1% | −541−3.0% | 減碼 | 歷史 |
| BBDBank Bradesco | SP ADR PFD NEW | 31,529 | $10.5 萬 | <0.1% | +2,155+7.3% | 加碼 | 歷史 |
| LYGLloyds Banking Group plc | SPONSORED ADR | 29,039 | $15.4 萬 | <0.1% | +1,226+4.4% | 加碼 | 歷史 |
| MFGMizuho Financial Group Inc | SPONSORED ADR | 21,151 | $15.5 萬 | <0.1% | +1,279+6.4% | 加碼 | 歷史 |
| VALEVale S.A. | SPONSORED ADS | 12,938 | $16.9 萬 | <0.1% | +12,938 | 新進 | 歷史 |
| ADTADT Inc. | COM | 22,549 | $18.2 萬 | <0.1% | +2,110+10.3% | 加碼 | 歷史 |
| SMFGSumitomo Mitsui Financial Group, Inc. | SPONSORED ADR | 10,259 | $19.8 萬 | <0.1% | +10,259 | 新進 | 歷史 |
| BWABorgwarner Inc | COM | 4,443 | $20.0 萬 | <0.1% | +4,443 | 新進 | 歷史 |
| UTHRUnited Therapeutics Corp | COM | 414 | $20.2 萬 | <0.1% | +414 | 新進 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 699 | $20.3 萬 | <0.1% | −443−38.8% | 減碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 6,236 | $20.3 萬 | <0.1% | +6,236 | 新進 | – |
| ILMNIllumina, Inc. | COM | 1,562 | $20.5 萬 | <0.1% | +1,562 | 新進 | 歷史 |
| JBHTHunt J B Transport Services Inc | COM | 1,057 | $20.6 萬 | <0.1% | +1,057 | 新進 | 歷史 |
| GPCGenuine Parts Co | Stock | 1,688 | $20.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IBNIcici Bank Ltd | ADR | 6,993 | $20.8 萬 | <0.1% | −320−4.4% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 369 | $21.1 萬 | <0.1% | +369 | 新進 | 歷史 |
| LDOSLeidos Holdings, Inc. | COM | 1,174 | $21.2 萬 | <0.1% | +1,174 | 新進 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 1,431 | $21.3 萬 | <0.1% | 00.0% | 不變 | – |
| WDCWestern Digital Corp | COM | 1,238 | $21.3 萬 | <0.1% | +1,238 | 新進 | 歷史 |
| FTNTFortinet, Inc. | Stock | 2,687 | $21.3 萬 | <0.1% | +2,687 | 新進 | 歷史 |
| HUBSHubSpot Inc | COM | 532 | $21.3 萬 | <0.1% | +532 | 新進 | 歷史 |
| ROPRoper Technologies Inc | Stock | 492 | $21.9 萬 | <0.1% | +492 | 新進 | 歷史 |
| BBYBest Buy Co Inc | Stock | 3,273 | $21.9 萬 | <0.1% | +597+22.3% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 596 | $22.0 萬 | <0.1% | +596 | 新進 | 歷史 |
| SHOPShopify Inc. | Stock | 1,373 | $22.1 萬 | <0.1% | +1,373 | 新進 | 歷史 |
| COPConocoPhillips | Stock | 2,379 | $22.3 萬 | <0.1% | +2,379 | 新進 | 歷史 |
| ITGartner Inc | COM | 883 | $22.3 萬 | <0.1% | +883 | 新進 | 歷史 |
| BTIBritish American Tobacco p.l.c. | SPONSORED ADR | 3,953 | $22.4 萬 | <0.1% | +3,953 | 新進 | 歷史 |
| UIUbiquiti Inc. | COM | 405 | $22.4 萬 | <0.1% | +1+0.2% | 加碼 | 歷史 |
| VLOValero Energy Corp | Stock | 1,382 | $22.5 萬 | <0.1% | +46+3.4% | 加碼 | 歷史 |
| PNFPPinnacle Financial Partners, Inc. | COM | 2,364 | $22.6 萬 | <0.1% | +7+0.3% | 加碼 | 歷史 |
| HALHalliburton Co | Stock | 7,993 | $22.6 萬 | <0.1% | +7,993 | 新進 | 歷史 |
| BIIBBiogen Inc. | COM | 1,288 | $22.7 萬 | <0.1% | +1,288 | 新進 | 歷史 |
| BHPBHP Group Ltd | ADR | 3,771 | $22.8 萬 | <0.1% | +3,771 | 新進 | 歷史 |
| UBSUBS Group AG | Stock | 4,955 | $22.9 萬 | <0.1% | −297−5.7% | 減碼 | 歷史 |
| BITBBitwise Bitcoin ETF | SHS BEN INT | 4,860 | $23.1 萬 | <0.1% | −422−8.0% | 減碼 | 歷史 |
| CMICummins Inc | Stock | 454 | $23.2 萬 | <0.1% | +454 | 新進 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 790 | $23.4 萬 | <0.1% | +790 | 新進 | 歷史 |
| GLTRabrdn Precious Metals Basket ETF Trust | PHYSCL PRECS MET | 1,139 | $23.4 萬 | <0.1% | +1,139 | 新進 | 歷史 |
| BLKBlackRock, Inc. | Stock | 220 | $23.6 萬 | <0.1% | +24+12.2% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 2,117 | $24.1 萬 | <0.1% | +2,117 | 新進 | 歷史 |
| SNDKSandisk Corp | COM | 1,018 | $24.2 萬 | <0.1% | +1,018 | 新進 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 2,436 | $24.3 萬 | <0.1% | −322−11.7% | 減碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 376 | $24.6 萬 | <0.1% | −117−23.7% | 減碼 | 歷史 |
| GMGeneral Motors Co | COM | 3,032 | $24.7 萬 | <0.1% | −314−9.4% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 1,089 | $24.9 萬 | <0.1% | +1,089 | 新進 | 歷史 |
| WFCWells Fargo & Company | Stock | 2,685 | $25.0 萬 | <0.1% | +140+5.5% | 加碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 1,988 | $25.4 萬 | <0.1% | +1,988 | 新進 | 歷史 |
| LYFTLyft, Inc. | CL A COM | 13,145 | $25.5 萬 | <0.1% | +1,018+8.4% | 加碼 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 6,929 | $25.6 萬 | <0.1% | +6,929 | 新進 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 3,925 | $25.7 萬 | <0.1% | +3,925 | 新進 | 歷史 |
| PHMPultegroup Inc | COM | 2,199 | $25.8 萬 | <0.1% | +316+16.8% | 加碼 | 歷史 |
| HDBHDFC Bank Ltd | SPONSORED ADS | 7,072 | $25.8 萬 | <0.1% | +854+13.7% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,006 | $25.9 萬 | <0.1% | −44−4.2% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 1,519 | $26.0 萬 | <0.1% | +226+17.5% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 404 | $26.8 萬 | <0.1% | +10+2.5% | 加碼 | 歷史 |
| OTISOtis Worldwide Corp | Stock | 3,120 | $27.3 萬 | <0.1% | +58+1.9% | 加碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 2,990 | $27.3 萬 | <0.1% | −686−18.7% | 減碼 | 歷史 |
| BBVABanco Bilbao Vizcaya Argentaria, S.A. | SPONSORED ADR | 11,734 | $27.4 萬 | <0.1% | +757+6.9% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 795 | $27.8 萬 | <0.1% | −697−46.7% | 減碼 | 歷史 |
| iShares Inc46434G855 | MSCI GBL GOLD MN | 3,810 | $28.1 萬 | <0.1% | 00.0% | 不變 | – |
| DALDelta Air Lines, Inc. | COM NEW | 4,072 | $28.3 萬 | <0.1% | +4,072 | 新進 | 歷史 |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 2,500 | $28.4 萬 | <0.1% | 00.0% | 不變 | – |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 371 | $28.6 萬 | <0.1% | +371 | 新進 | 歷史 |
| ETNEaton Corp plc | Stock | 917 | $29.2 萬 | <0.1% | +2+0.2% | 加碼 | 歷史 |
| PSXPhillips 66 | Stock | 2,275 | $29.4 萬 | <0.1% | +722+46.5% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 629 | $29.5 萬 | <0.1% | +72+12.9% | 加碼 | 歷史 |
| SAPSAP SE | ADR | 1,219 | $29.6 萬 | <0.1% | −212−14.8% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 435 | $29.7 萬 | <0.1% | +1+0.2% | 加碼 | 歷史 |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 9,091 | $29.8 萬 | <0.1% | −332−3.5% | 減碼 | – |
| FTITechnipFMC plc | COM | 6,765 | $30.1 萬 | <0.1% | +1,176+21.0% | 加碼 | 歷史 |
| NTRANatera, Inc. | COM | 1,327 | $30.4 萬 | <0.1% | +1,327 | 新進 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 2,633 | $30.6 萬 | <0.1% | +223+9.3% | 加碼 | 歷史 |
| TPLTexas Pacific Land Corp | Stock | 1,067 | $30.6 萬 | <0.1% | −91−7.9% | 減碼依 3 比 1 拆股換算 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 1,667 | $30.7 萬 | <0.1% | +385+30.0% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 1,578 | $30.8 萬 | 0.1% | −127−7.4% | 減碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 1,405 | $30.8 萬 | 0.1% | +80+6.0% | 加碼 | 歷史 |
| SONYSony Group Corp | SPONSORED ADR | 12,096 | $31.0 萬 | 0.1% | +209+1.8% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 3,225 | $31.0 萬 | 0.1% | 00.0% | 不變 | – |
| MEDPMedpace Holdings, Inc. | COM | 558 | $31.3 萬 | 0.1% | +132+31.0% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 4,487 | $31.4 萬 | 0.1% | +283+6.7% | 加碼 | 歷史 |
| MUFGMitsubishi Ufj Financial Group Inc | SPONSORED ADS | 19,876 | $31.5 萬 | 0.1% | +1,078+5.7% | 加碼 | 歷史 |
| AMEAmetek Inc | COM | 1,557 | $32.0 萬 | 0.1% | +11+0.7% | 加碼 | 歷史 |
| TMToyota Motor Corp | ADS | 1,494 | $32.0 萬 | 0.1% | +44+3.0% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 1,225 | $32.9 萬 | 0.1% | +1,225 | 新進 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,498 | $32.9 萬 | 0.1% | +4+0.3% | 加碼 | – |
| ABNBAirbnb, Inc. | Stock | 2,439 | $33.1 萬 | 0.1% | +449+22.6% | 加碼 | 歷史 |
| TDToronto Dominion Bank | Stock | 3,523 | $33.2 萬 | 0.1% | +173+5.2% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 701 | $33.2 萬 | 0.1% | −103−12.8% | 減碼 | – |
| ANETArista Networks, Inc. | Stock | 2,535 | $33.2 萬 | 0.1% | +796+45.8% | 加碼 | 歷史 |
| NTRSNorthern Trust Corp | COM | 2,460 | $33.6 萬 | 0.1% | +719+41.3% | 加碼 | 歷史 |
| FOXAFox Corp | CL A COM | 4,610 | $33.7 萬 | 0.1% | +657+16.6% | 加碼 | 歷史 |
| HIGHartford Insurance Group, Inc. | Stock | 2,445 | $33.7 萬 | 0.1% | +138+6.0% | 加碼 | 歷史 |
| DHIHorton D R Inc | COM | 2,342 | $33.7 萬 | 0.1% | +1,005+75.2% | 加碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 6,335 | $33.8 萬 | 0.1% | +6,335 | 新進 | 歷史 |
| CEGConstellation Energy Corp | Stock | 959 | $33.9 萬 | 0.1% | +10+1.1% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 13,653 | $33.9 萬 | 0.1% | −900−6.2% | 減碼 | 歷史 |
| TEAMAtlassian Corp | CL A | 2,115 | $34.3 萬 | 0.1% | +2,115 | 新進 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 5,109 | $34.3 萬 | 0.1% | +20.0% | 加碼 | – |
| FIXComfort Systems USA Inc | COM | 368 | $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。
| 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 |