Riversedge Advisors, LLC
- SEC CIK
- 0001787663
- 最新申報
- 2026/7/16
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/4/16 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 216
- 較 2025 年第 4 季 +2
- 總值
- $6.18 億
- 較 2025 年第 4 季 +$270.4 萬 (+0.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Value ETF922908744 | ETF | 375,036 | $7,358 萬 | 11.9% | +319,174+571.4% | 加碼 | – |
| iShares Tr46435G326 | CORE MSCI INTL | 628,470 | $5,252 萬 | 8.5% | −51,266−7.5% | 減碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 147,593 | $4,411 萬 | 7.1% | −116,366−44.1% | 減碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 554,605 | $4,084 萬 | 6.6% | −115,252−17.2% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 330,316 | $3,234 萬 | 5.2% | −10,902−3.2% | 減碼 | – |
| Schwab International Equity ETF808524805 | ETF | 1,089,602 | $2,697 萬 | 4.4% | −16,608−1.5% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 458,387 | $2,594 萬 | 4.2% | −7,325−1.6% | 減碼 | – |
| AAPLApple Inc. | Stock | 92,530 | $2,348 萬 | 3.8% | −1,760−1.9% | 減碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 381,766 | $2,063 萬 | 3.3% | −112,050−22.7% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 272,425 | $1,746 萬 | 2.8% | −694−0.3% | 減碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 330,131 | $1,647 萬 | 2.7% | +6,144+1.9% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 170,734 | $1,546 萬 | 2.5% | −3,982−2.3% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 30,792 | $1,345 萬 | 2.2% | +930+3.1% | 加碼 | – |
| J P Morgan Exchange Traded F46654Q716 | ACTIVE BOND ETF | 221,434 | $1,191 萬 | 1.9% | +221,434 | 新進 | – |
| BTCGrayscale Bitcoin Mini Trust ETF | ETF | 370,049 | $1,110 萬 | 1.8% | +173,469+88.2% | 加碼 | 歷史 |
| Vanguard Admiral FDS Inc921932778 | SMLCP 600 VAL | 100,236 | $1,020 萬 | 1.7% | −1,290−1.3% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 67,078 | $833.8 萬 | 1.3% | −74,336−52.6% | 減碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 43,282 | $830.7 萬 | 1.3% | −108,706−71.5% | 減碼 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 82,771 | $667.0 萬 | 1.1% | +82,771 | 新進 | – |
| VanEck ETF Trust92189F130 | REAL ASSETS ETF | 159,702 | $650.1 萬 | 1.1% | +159,702 | 新進 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 134,062 | $644.2 萬 | 1.0% | −57,220−29.9% | 減碼 | – |
| Fidelity Covington Trust31609A206 | ENHANCED SML CAP | 169,186 | $642.9 萬 | 1.0% | +169,186 | 新進 | – |
| NVDANVIDIA Corp | Stock | 35,650 | $621.7 萬 | 1.0% | +937+2.7% | 加碼 | 歷史 |
| iShares Tr46435G409 | MSCI INTL VLU FT | 150,014 | $595.3 萬 | 1.0% | +150,014 | 新進 | – |
| Vanguard Scottsdale FDS92206C623 | VNG RUS2000GRW | 22,236 | $509.3 萬 | 0.8% | −416−1.8% | 減碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 106,246 | $498.4 萬 | 0.8% | −1,345−1.3% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 13,058 | $375.5 萬 | 0.6% | +100+0.8% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 9,787 | $362.3 萬 | 0.6% | −1,159−10.6% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 16,707 | $348.0 萬 | 0.6% | +3,665+28.1% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 22,522 | $329.5 萬 | 0.5% | +111+0.5% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 10,697 | $323.3 萬 | 0.5% | −482−4.3% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q852 | INTL BD OPP ETF | 60,149 | $287.6 萬 | 0.5% | +60,149 | 新進 | – |
| GOOGAlphabet Inc. | Stock | 9,276 | $266.1 萬 | 0.4% | −57−0.6% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 79,585 | $242.7 萬 | 0.4% | +346+0.4% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 3,291 | $214.9 萬 | 0.3% | −156−4.5% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 6,266 | $193.9 萬 | 0.3% | +607+10.7% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 8,701 | $189.0 萬 | 0.3% | −292−3.2% | 減碼 | – |
| iShares Tr46435U853 | BROAD USD HIGH | 49,178 | $181.2 萬 | 0.3% | −24,870−33.6% | 減碼 | – |
| TSLATesla, Inc. | Stock | 4,860 | $180.7 萬 | 0.3% | +1,234+34.0% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 4,862 | $164.3 萬 | 0.3% | +219+4.7% | 加碼 | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 42,356 | $162.7 萬 | 0.3% | −595−1.4% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 6,006 | $146.8 萬 | 0.2% | +61+1.0% | 加碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 12,827 | $145.1 萬 | 0.2% | −238−1.8% | 減碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 13,189 | $140.0 萬 | 0.2% | −1,713−11.5% | 減碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 2,001 | $139.6 萬 | 0.2% | 00.0% | 不變 | – |
| COSTCostco Wholesale Corp | Stock | 1,358 | $135.3 萬 | 0.2% | +451+49.7% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,331 | $133.4 萬 | 0.2% | +100+4.5% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,762 | $132.4 萬 | 0.2% | −349−11.2% | 減碼 | 歷史 |
| Putnam ETF Trust746729789 | FRAN MU HI YI ET | 114,093 | $131.5 萬 | 0.2% | +114,093 | 新進 | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 3,557 | $111.6 萬 | 0.2% | 00.0% | 不變 | – |
| CVXChevron Corp | Stock | 5,335 | $110.4 萬 | 0.2% | +1,136+27.1% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 6,419 | $108.9 萬 | 0.2% | +1,412+28.2% | 加碼 | 歷史 |
| Franklin Templeton ETF Tr35473P629 | HIGH YIELD CORP | 44,345 | $107.0 萬 | 0.2% | +44,345 | 新進 | – |
| MCOMoodys Corp | Stock | 2,367 | $103.3 萬 | 0.2% | +326+16.0% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 16,987 | $103.0 萬 | 0.2% | +1,381+8.8% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,164 | $101.5 萬 | 0.2% | −139−4.2% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 4,601 | $100.1 萬 | 0.2% | −128−2.7% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3,337 | $98.2 萬 | 0.2% | −446−11.8% | 減碼 | 歷史 |
| Vanguard Admiral FDS Inc921932794 | SMLCP 600 GRTH | 7,803 | $97.1 萬 | 0.2% | +1,414+22.1% | 加碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 17,398 | $85.9 萬 | 0.1% | 00.0% | 不變 | – |
| WMTWalmart Inc. | Stock | 6,899 | $85.7 萬 | 0.1% | +616+9.8% | 加碼 | 歷史 |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 34,077 | $84.5 萬 | 0.1% | −3,987−10.5% | 減碼 | – |
| MRKMerck & Co., Inc. | Stock | 6,525 | $78.5 萬 | 0.1% | +313+5.0% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 2,303 | $77.8 萬 | 0.1% | +28+1.2% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,288 | $77.0 萬 | 0.1% | −265−17.1% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 823 | $75.7 萬 | 0.1% | +75+10.0% | 加碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 9,816 | $75.7 萬 | 0.1% | 00.0% | 不變 | – |
| ASMLASML Holding NV | ADR | 565 | $74.6 萬 | 0.1% | +41+7.8% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 2,290 | $71.2 萬 | 0.1% | +129+6.0% | 加碼 | 歷史 |
| SPDR Series Trust78468R804 | ST STR R1K LOWV | 3,887 | $69.2 萬 | 0.1% | −37−0.9% | 減碼 | – |
| VVisa Inc. | Stock | 2,178 | $65.8 萬 | 0.1% | +486+28.7% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 5,781 | $65.6 萬 | 0.1% | −59−1.0% | 減碼 | 歷史 |
| DVNDevon Energy Corp | Stock | 11,972 | $60.2 萬 | 0.1% | +286+2.4% | 加碼 | 歷史 |
| HSBCHSBC Holdings PLC | SPON ADR NEW | 7,226 | $59.6 萬 | 0.1% | +154+2.2% | 加碼 | 歷史 |
| LRCXLam Research Corp | Stock | 2,752 | $58.8 萬 | 0.1% | +268+10.8% | 加碼 | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 2,481 | $57.3 萬 | 0.1% | +54+2.2% | 加碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 4,374 | $54.9 萬 | 0.1% | +165+3.9% | 加碼 | 歷史 |
| AZNAstraZeneca PLC | ADR | 2,763 | $54.5 萬 | 0.1% | +40+1.5% | 加碼依 1 比 2 拆股換算 | 歷史 |
| CBChubb Ltd | Stock | 1,670 | $54.4 萬 | 0.1% | −59−3.4% | 減碼 | 歷史 |
| LECOLincoln Electric Holdings Inc | COM | 2,144 | $53.4 萬 | 0.1% | +8+0.4% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 3,318 | $53.0 萬 | 0.1% | +204+6.6% | 加碼 | 歷史 |
| NVSNovartis AG | ADR | 3,458 | $52.8 萬 | 0.1% | +87+2.6% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 5,461 | $52.5 萬 | 0.1% | +1,006+22.6% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 1,841 | $52.2 萬 | 0.1% | +124+7.2% | 加碼 | 歷史 |
| FDXFedEx Corp | Stock | 1,456 | $51.9 萬 | 0.1% | +39+2.8% | 加碼 | 歷史 |
| FIXComfort Systems USA Inc | COM | 370 | $51.0 萬 | 0.1% | +2+0.5% | 加碼 | 歷史 |
| TPLTexas Pacific Land Corp | Stock | 1,067 | $50.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BACBank of America Corp | Stock | 10,226 | $49.9 萬 | 0.1% | −2,628−20.4% | 減碼 | 歷史 |
| EIXEdison International | Stock | 6,788 | $49.7 萬 | 0.1% | +233+3.6% | 加碼 | 歷史 |
| PCGPG&E Corp | Stock | 27,692 | $48.7 萬 | 0.1% | +5,567+25.2% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 780 | $47.1 萬 | 0.1% | +8+1.0% | 加碼 | 歷史 |
| FTITechnipFMC plc | COM | 6,798 | $47.0 萬 | 0.1% | +33+0.5% | 加碼 | 歷史 |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 9,707 | $46.4 萬 | 0.1% | −24−0.2% | 減碼 | – |
| ABTAbbott Laboratories | Stock | 4,453 | $45.7 萬 | 0.1% | +737+19.8% | 加碼 | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 961 | $45.5 萬 | 0.1% | +12+1.3% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 985 | $45.4 萬 | 0.1% | +84+9.3% | 加碼 | 歷史 |
| SHELShell plc | ADR | 4,881 | $45.4 萬 | 0.1% | +135+2.8% | 加碼 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 1,545 | $45.1 萬 | 0.1% | −7−0.5% | 減碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 510 | $44.5 萬 | 0.1% | +134+35.6% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 15,298 | $44.3 萬 | 0.1% | +1,645+12.0% | 加碼 | 歷史 |
2025 年第 4 季之後清倉（36 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| GDLCGrayscale CoinDesk Crypto 5 ETF | USD SHS | 112,313 | $464.1 萬 | 0.8% | 歷史 |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 24,657 | $126.0 萬 | 0.2% | – |
| Victory Portfolios II92647N840 | VCSHS INTL VOLTY | 11,034 | $59.6 萬 | 0.1% | – |
| TEAMAtlassian Corp | CL A | 2,115 | $34.3 萬 | 0.1% | 歷史 |
| DHIHorton D R Inc | COM | 2,342 | $33.7 萬 | 0.1% | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 701 | $33.2 萬 | 0.1% | – |
| ACNAccenture plc | Stock | 1,225 | $32.9 萬 | 0.1% | 歷史 |
| SNOWSnowflake Inc. | Stock | 1,405 | $30.8 萬 | 0.1% | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 1,667 | $30.7 萬 | <0.1% | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 629 | $29.5 萬 | <0.1% | 歷史 |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 2,500 | $28.4 萬 | <0.1% | – |
| iShares Inc46434G855 | MSCI GBL GOLD MN | 3,810 | $28.1 萬 | <0.1% | – |
| OTISOtis Worldwide Corp | Stock | 3,120 | $27.3 萬 | <0.1% | 歷史 |
| QCOMQualcomm Inc | Stock | 1,519 | $26.0 萬 | <0.1% | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,006 | $25.9 萬 | <0.1% | 歷史 |
| HDBHDFC Bank Ltd | SPONSORED ADS | 7,072 | $25.8 萬 | <0.1% | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 3,925 | $25.7 萬 | <0.1% | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 6,929 | $25.6 萬 | <0.1% | 歷史 |
| LYFTLyft, Inc. | CL A COM | 13,145 | $25.5 萬 | <0.1% | 歷史 |
| WFCWells Fargo & Company | Stock | 2,685 | $25.0 萬 | <0.1% | 歷史 |
| SCHWSchwab Charles Corp | Stock | 2,436 | $24.3 萬 | <0.1% | 歷史 |
| BITBBitwise Bitcoin ETF | SHS BEN INT | 4,860 | $23.1 萬 | <0.1% | 歷史 |
| UBSUBS Group AG | Stock | 4,955 | $22.9 萬 | <0.1% | 歷史 |
| PNFPPinnacle Financial Partners, Inc. | COM | 2,364 | $22.6 萬 | <0.1% | 歷史 |
| ITGartner Inc | COM | 883 | $22.3 萬 | <0.1% | 歷史 |
| AXPAmerican Express Co | Stock | 596 | $22.0 萬 | <0.1% | 歷史 |
| BBYBest Buy Co Inc | Stock | 3,273 | $21.9 萬 | <0.1% | 歷史 |
| ROPRoper Technologies Inc | Stock | 492 | $21.9 萬 | <0.1% | 歷史 |
| HUBSHubSpot Inc | COM | 532 | $21.3 萬 | <0.1% | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 1,431 | $21.3 萬 | <0.1% | – |
| LDOSLeidos Holdings, Inc. | COM | 1,174 | $21.2 萬 | <0.1% | 歷史 |
| IBNIcici Bank Ltd | ADR | 6,993 | $20.8 萬 | <0.1% | 歷史 |
| GPCGenuine Parts Co | Stock | 1,688 | $20.8 萬 | <0.1% | 歷史 |
| ILMNIllumina, Inc. | COM | 1,562 | $20.5 萬 | <0.1% | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 6,236 | $20.3 萬 | <0.1% | – |
| UTHRUnited Therapeutics Corp | COM | 414 | $20.2 萬 | <0.1% | 歷史 |