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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。

機構總覽
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%)
申報日
2026/4/16
SEC
Riversedge Advisors, LLC 在 2026 年第 1 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 ADR21,937$6.41 萬<0.1%+4,684+27.1%加碼歷史
ADTADT Inc.COM14,159$9.30 萬<0.1%−8,390−37.2%減碼歷史
BBDBank BradescoSP ADR PFD NEW32,307$11.8 萬<0.1%+778+2.5%加碼歷史
LYGLloyds Banking Group plcSPONSORED ADR29,445$14.8 萬<0.1%+406+1.4%加碼歷史
MFGMizuho Financial Group IncSPONSORED ADR21,284$16.9 萬<0.1%+133+0.6%加碼歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF699$20.1 萬<0.1%00.0%不變–
GILDGilead Sciences, Inc.Stock1,449$20.2 萬<0.1%+1,449新進歷史
GSKGSK plcADR3,669$20.2 萬<0.1%+3,669新進歷史
STLDSteel Dynamics IncCOM1,127$20.3 萬<0.1%+1,127新進歷史
SAPSAP SEADR1,190$20.4 萬<0.1%−29−2.4%減碼歷史
NBIXNeurocrine Biosciences IncStock1,551$20.4 萬<0.1%+1,551新進歷史
STTState Street CorpCOM1,618$20.5 萬<0.1%+1,618新進歷史
UBERUber Technologies, IncStock2,849$20.5 萬<0.1%+2,849新進歷史
MEDPMedpace Holdings, Inc.COM427$20.5 萬<0.1%−131−23.5%減碼歷史
TERTeradyne, IncStock696$20.6 萬<0.1%+696新進歷史
ROSTRoss Stores, Inc.COM953$20.6 萬<0.1%+953新進歷史
HONHoneywell International IncCOM914$20.7 萬<0.1%+914新進歷史
SMFGSumitomo Mitsui Financial Group, Inc.SPONSORED ADR10,489$20.7 萬<0.1%+230+2.2%加碼歷史
NOWServiceNow, Inc.Stock1,982$20.7 萬<0.1%−664−25.1%減碼歷史
RTXRTX CorpStock1,082$20.9 萬<0.1%+1,082新進歷史
KMIKinder Morgan, Inc.Stock6,239$20.9 萬<0.1%+6,239新進歷史
AMDAdvanced Micro Devices IncStock1,035$21.1 萬<0.1%+1,035新進歷史
SLBSLB LimitedStock4,141$21.3 萬<0.1%+4,141新進歷史
SONYSony Group CorpSPONSORED ADR10,325$21.4 萬<0.1%−1,771−14.6%減碼歷史
VALEVale S.A.SPONSORED ADS13,497$21.5 萬<0.1%+559+4.3%加碼歷史
ZMZoom Communications, Inc.Stock2,685$21.6 萬<0.1%−1,396−34.2%減碼歷史
BXBlackstone Inc.COM1,903$21.9 萬<0.1%−384−16.8%減碼歷史
SHOPShopify Inc.Stock1,857$22.0 萬<0.1%+484+35.3%加碼歷史
RIORio Tinto PLCADR2,369$22.1 萬<0.1%+2,369新進歷史
BPBP PLCADR4,722$22.2 萬<0.1%+4,722新進歷史
MPCMarathon Petroleum CorpStock913$22.3 萬<0.1%+913新進歷史
JBHTHunt J B Transport Services IncCOM1,057$22.4 萬<0.1%00.0%不變歷史
EQIXEquinix IncCOM230$22.5 萬<0.1%+230新進歷史
ENBEnbridge IncStock4,202$22.7 萬<0.1%+4,202新進歷史
DISWalt Disney CoStock2,384$23.0 萬<0.1%+267+12.6%加碼歷史
PNFPPinnacle Financial Partners, Inc.COM2,680$23.1 萬<0.1%+2,680新進歷史
FCXFreeport-McMoran IncStock3,947$23.2 萬<0.1%+3,947新進歷史
IBMInternational Business Machines CorpStock960$23.3 萬<0.1%+170+21.5%加碼歷史
KLACKLA CorpCOM NEW159$23.4 萬<0.1%+159新進歷史
ANETArista Networks, Inc.Stock1,914$23.5 萬<0.1%−621−24.5%減碼歷史
BWABorgwarner IncCOM4,443$24.1 萬<0.1%00.0%不變歷史
BTIBritish American Tobacco p.l.c.SPONSORED ADR4,149$24.3 萬<0.1%+196+5.0%加碼歷史
CEGConstellation Energy CorpStock871$24.3 萬<0.1%−88−9.2%減碼歷史
OMCOmnicom Group Inc.COM3,242$24.4 萬<0.1%+3,242新進歷史
CMICummins IncStock456$24.5 萬<0.1%+2+0.4%加碼歷史
GMGeneral Motors CoCOM3,310$24.7 萬<0.1%+278+9.2%加碼歷史
CRMSalesforce, Inc.Stock1,325$24.7 萬<0.1%+1,325新進歷史
BBVABanco Bilbao Vizcaya Argentaria, S.A.SPONSORED ADR11,478$24.9 萬<0.1%−256−2.2%減碼歷史
GLTRabrdn Precious Metals Basket ETF TrustPHYSCL PRECS MET1,139$24.9 萬<0.1%00.0%不變歷史
NTRANatera, Inc.COM1,250$25.0 萬<0.1%−77−5.8%減碼歷史
INTUIntuit Inc.Stock590$25.5 萬<0.1%+186+46.0%加碼歷史
EMEEMCOR Group, Inc.Stock346$25.6 萬<0.1%+346新進歷史
MAMastercard IncStock514$25.7 萬<0.1%−229−30.8%減碼歷史
PLDPrologis, Inc.REIT1,983$26.2 萬<0.1%−5−0.3%減碼歷史
CICigna GroupStock987$26.3 萬<0.1%+987新進歷史
ADBEAdobe Inc.Stock1,089$26.5 萬<0.1%+294+37.0%加碼歷史
FOXAFox CorpCL A COM4,563$26.6 萬<0.1%−47−1.0%減碼歷史
PEPPepsiCo IncStock1,727$26.8 萬<0.1%−2,069−54.5%減碼歷史
CATCaterpillar IncStock380$26.9 萬<0.1%+11+3.0%加碼歷史
CNCCentene CorpStock8,314$27.2 萬<0.1%−1,958−19.1%減碼歷史
REGNRegeneron Pharmaceuticals, Inc.COM359$27.7 萬<0.1%−12−3.2%減碼歷史
BIIBBiogen Inc.COM1,529$28.0 萬<0.1%+241+18.7%加碼歷史
ORLYO Reilly Automotive IncStock3,047$28.1 萬<0.1%+57+1.9%加碼歷史
Schwab Emerging Markets Equity ETF808524706ETF8,608$28.4 萬<0.1%−483−5.3%減碼–
FTNTFortinet, Inc.Stock3,478$28.4 萬<0.1%+791+29.4%加碼歷史
HURNHuron Consulting Group Inc.Stock2,234$28.5 萬<0.1%−10.0%減碼歷史
LINLinde PLCStock578$28.7 萬<0.1%+578新進歷史
MRSHMarsh & McLennan Companies, Inc.Stock1,698$29.5 萬<0.1%+1,698新進歷史
MARMarriott International IncStock919$30.1 萬<0.1%−230−20.0%減碼歷史
iShares MSCI Eafe ETF464287465ETF3,225$31.3 萬0.1%00.0%不變–
BNYBank of New York Mellon CorpStock2,646$31.4 萬0.1%+13+0.5%加碼歷史
COFCapital One Financial CorpStock1,729$31.5 萬0.1%−1,376−44.3%減碼歷史
UALUnited Airlines Holdings, Inc.COM3,430$31.6 萬0.1%+58+1.7%加碼歷史
BHPBHP Group LtdADR4,347$31.6 萬0.1%+576+15.3%加碼歷史
BLKBlackRock, Inc.Stock329$31.6 萬0.1%+109+49.5%加碼歷史
TMToyota Motor CorpADS1,544$31.8 萬0.1%+50+3.3%加碼歷史
CIENCiena CorpCOM NEW824$32.0 萬0.1%+824新進歷史
COPConocoPhillipsStock2,434$32.1 萬0.1%+55+2.3%加碼歷史
Vanguard Dividend Appreciation ETF921908844ETF1,498$32.2 萬0.1%00.0%不變–
SYFSynchrony FinancialCOM4,790$32.6 萬0.1%−834−14.8%減碼歷史
UNHUnitedHealth Group IncStock1,211$32.8 萬0.1%−31−2.5%減碼歷史
UIUbiquiti Inc.COM415$32.8 萬0.1%+10+2.5%加碼歷史
SPYSPDR S&P 500 ETF TrustETF506$32.9 萬0.1%+71+16.3%加碼歷史
SANBanco Santander, S.A.ADR29,287$33.0 萬0.1%−139−0.5%減碼歷史
WDCWestern Digital CorpCOM1,234$33.4 萬0.1%−4−0.3%減碼歷史
USBUS Bancorp DECOM NEW6,423$33.4 萬0.1%+88+1.4%加碼歷史
TDToronto Dominion BankStock3,601$33.6 萬0.1%+78+2.2%加碼歷史
DHRDanaher CorpStock1,776$33.7 萬0.1%+687+63.1%加碼歷史
iShares Core MSCI Emerging Markets ETF46434G103ETF4,842$33.8 萬0.1%−267−5.2%減碼–
HALHalliburton CoStock8,806$34.3 萬0.1%+813+10.2%加碼歷史
SNDKSandisk CorpCOM543$34.5 萬0.1%−475−46.7%減碼歷史
NTRSNorthern Trust CorpCOM2,484$34.7 萬0.1%+24+1.0%加碼歷史
VLOValero Energy CorpStock1,404$34.7 萬0.1%+22+1.6%加碼歷史
ORCLOracle CorpStock2,363$34.8 萬0.1%+785+49.7%加碼歷史
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS20,522$34.8 萬0.1%+646+3.3%加碼歷史
PHMPultegroup IncCOM2,979$35.0 萬0.1%+780+35.5%加碼歷史
ETNEaton Corp plcStock990$35.4 萬0.1%+73+8.0%加碼歷史
KOCoca Cola CoStock4,688$35.6 萬0.1%+201+4.5%加碼歷史
HIGHartford Insurance Group, Inc.Stock2,653$35.9 萬0.1%+208+8.5%加碼歷史
PMPhilip Morris International Inc.Stock2,249$37.2 萬0.1%+72+3.3%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。

Riversedge Advisors, LLC 在 2025 年第 4 季之後清倉的部位
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 ETFUSD SHS112,313$464.1 萬0.8%歷史
VanEck ETF Trust92189H409HIGH YLD MUNIETF24,657$126.0 萬0.2%–
Victory Portfolios II92647N840VCSHS INTL VOLTY11,034$59.6 萬0.1%–
TEAMAtlassian CorpCL A2,115$34.3 萬0.1%歷史
DHIHorton D R IncCOM2,342$33.7 萬0.1%歷史
iShares Russell 1000 Growth ETF464287614ETF701$33.2 萬0.1%–
ACNAccenture plcStock1,225$32.9 萬0.1%歷史
SNOWSnowflake Inc.Stock1,405$30.8 萬0.1%歷史
PANWPalo Alto Networks IncStock1,667$30.7 萬<0.1%歷史
CRWDCrowdStrike Holdings, Inc.Stock629$29.5 萬<0.1%歷史
VanEck ETF Trust92189F791JUNIOR GOLD MINE2,500$28.4 萬<0.1%–
iShares Inc46434G855MSCI GBL GOLD MN3,810$28.1 萬<0.1%–
OTISOtis Worldwide CorpStock3,120$27.3 萬<0.1%歷史
QCOMQualcomm IncStock1,519$26.0 萬<0.1%歷史
ADPAutomatic Data Processing IncStock1,006$25.9 萬<0.1%歷史
HDBHDFC Bank LtdSPONSORED ADS7,072$25.8 萬<0.1%歷史
ULUnilever PLCSPON ADR NEW3,925$25.7 萬<0.1%歷史
CMGChipotle Mexican Grill IncCOM6,929$25.6 萬<0.1%歷史
LYFTLyft, Inc.CL A COM13,145$25.5 萬<0.1%歷史
WFCWells Fargo & CompanyStock2,685$25.0 萬<0.1%歷史
SCHWSchwab Charles CorpStock2,436$24.3 萬<0.1%歷史
BITBBitwise Bitcoin ETFSHS BEN INT4,860$23.1 萬<0.1%歷史
UBSUBS Group AGStock4,955$22.9 萬<0.1%歷史
PNFPPinnacle Financial Partners, Inc.COM2,364$22.6 萬<0.1%歷史
ITGartner IncCOM883$22.3 萬<0.1%歷史
AXPAmerican Express CoStock596$22.0 萬<0.1%歷史
BBYBest Buy Co IncStock3,273$21.9 萬<0.1%歷史
ROPRoper Technologies IncStock492$21.9 萬<0.1%歷史
HUBSHubSpot IncCOM532$21.3 萬<0.1%歷史
iShares Tr464287150CORE S&P TTL STK1,431$21.3 萬<0.1%–
LDOSLeidos Holdings, Inc.COM1,174$21.2 萬<0.1%歷史
IBNIcici Bank LtdADR6,993$20.8 萬<0.1%歷史
GPCGenuine Parts CoStock1,688$20.8 萬<0.1%歷史
ILMNIllumina, Inc.COM1,562$20.5 萬<0.1%歷史
Schwab U.S. Large-Cap Growth ETF808524300ETF6,236$20.3 萬<0.1%–
UTHRUnited Therapeutics CorpCOM414$20.2 萬<0.1%歷史