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 Admiral FDS Inc921932778 | SMLCP 600 VAL | 100,236 | $1,020 萬 | 1.7% | −1,290−1.3% | 減碼 | – |
| BTCGrayscale Bitcoin Mini Trust ETF | ETF | 370,049 | $1,110 萬 | 1.8% | +173,469+88.2% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46654Q716 | ACTIVE BOND ETF | 221,434 | $1,191 萬 | 1.9% | +221,434 | 新進 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 30,792 | $1,345 萬 | 2.2% | +930+3.1% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 170,734 | $1,546 萬 | 2.5% | −3,982−2.3% | 減碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 330,131 | $1,647 萬 | 2.7% | +6,144+1.9% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 272,425 | $1,746 萬 | 2.8% | −694−0.3% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 381,766 | $2,063 萬 | 3.3% | −112,050−22.7% | 減碼 | – |
| AAPLApple Inc. | Stock | 92,530 | $2,348 萬 | 3.8% | −1,760−1.9% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 458,387 | $2,594 萬 | 4.2% | −7,325−1.6% | 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 Growth ETF78464A409 | ETF | 330,316 | $3,234 萬 | 5.2% | −10,902−3.2% | 減碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 554,605 | $4,084 萬 | 6.6% | −115,252−17.2% | 減碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 147,593 | $4,411 萬 | 7.1% | −116,366−44.1% | 減碼 | – |
| iShares Tr46435G326 | CORE MSCI INTL | 628,470 | $5,252 萬 | 8.5% | −51,266−7.5% | 減碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 375,036 | $7,358 萬 | 11.9% | +319,174+571.4% | 加碼 | – |
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 |