Riversedge Advisors, LLC
- SEC CIK
- 0001787663
- 最新申報
- 2026/7/16
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/16 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 315
- 較 2026 年第 1 季 +99
- 總值
- $7.53 億
- 較 2026 年第 1 季 +$1.35 億 (+21.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Value ETF922908744 | ETF | 396,548 | $8,642 萬 | 11.5% | +21,512+5.7% | 加碼 | – |
| iShares Tr46435G326 | CORE MSCI INTL | 661,655 | $5,889 萬 | 7.8% | +33,185+5.3% | 加碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 147,058 | $5,057 萬 | 6.7% | −535−0.4% | 減碼 | – |
| AAPLApple Inc. | Stock | 153,766 | $4,449 萬 | 5.9% | +61,236+66.2% | 加碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 567,270 | $4,164 萬 | 5.5% | +12,665+2.3% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 323,310 | $3,847 萬 | 5.1% | −7,006−2.1% | 減碼 | – |
| Schwab International Equity ETF808524805 | ETF | 1,090,363 | $3,020 萬 | 4.0% | +761+0.1% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 455,543 | $2,769 萬 | 3.7% | −2,844−0.6% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 391,831 | $2,339 萬 | 3.1% | +10,065+2.6% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 268,893 | $1,916 萬 | 2.5% | −3,532−1.3% | 減碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 350,427 | $1,772 萬 | 2.4% | +20,296+6.1% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 188,068 | $1,620 萬 | 2.2% | +3,316+1.8% | 加碼依 6 比 1 拆股換算 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 167,699 | $1,620 萬 | 2.2% | −3,035−1.8% | 減碼 | – |
| J P Morgan Exchange Traded F46654Q716 | ACTIVE BOND ETF | 223,369 | $1,195 萬 | 1.6% | +1,935+0.9% | 加碼 | – |
| Vanguard Admiral FDS Inc921932778 | SMLCP 600 VAL | 98,928 | $1,161 萬 | 1.5% | −1,308−1.3% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 69,094 | $1,025 萬 | 1.4% | +2,016+3.0% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 43,283 | $920.9 萬 | 1.2% | +10.0% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 41,423 | $828.8 萬 | 1.1% | +5,773+16.2% | 加碼 | 歷史 |
| Fidelity Covington Trust31609A206 | ENHANCED SML CAP | 159,597 | $770.7 萬 | 1.0% | −9,589−5.7% | 減碼 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 79,048 | $762.7 萬 | 1.0% | −3,723−4.5% | 減碼 | – |
| IBITiShares Bitcoin Trust ETF | ETF | 218,175 | $726.3 萬 | 1.0% | +175,819+415.1% | 加碼 | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 138,239 | $669.5 萬 | 0.9% | +4,177+3.1% | 加碼 | – |
| iShares Tr46435G409 | MSCI INTL VLU FT | 155,273 | $649.4 萬 | 0.9% | +5,259+3.5% | 加碼 | – |
| VanEck ETF Trust92189F130 | REAL ASSETS ETF | 158,232 | $627.7 萬 | 0.8% | −1,470−0.9% | 減碼 | – |
| Vanguard Scottsdale FDS92206C623 | VNG RUS2000GRW | 21,783 | $626.7 萬 | 0.8% | −453−2.0% | 減碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 106,044 | $549.1 萬 | 0.7% | −202−0.2% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 13,609 | $486.3 萬 | 0.6% | +551+4.2% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 12,697 | $473.6 萬 | 0.6% | +2,910+29.7% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 19,545 | $465.8 萬 | 0.6% | +2,838+17.0% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 10,585 | $387.1 萬 | 0.5% | −112−1.0% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 10,917 | $385.7 萬 | 0.5% | +1,641+17.7% | 加碼 | 歷史 |
| BTCGrayscale Bitcoin Mini Trust ETF | ETF | 141,650 | $367.6 萬 | 0.5% | −228,399−61.7% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q852 | INTL BD OPP ETF | 61,246 | $296.1 萬 | 0.4% | +1,097+1.8% | 加碼 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 80,108 | $278.9 萬 | 0.4% | +523+0.7% | 加碼 | – |
| MUMicron Technology Inc | Stock | 2,399 | $276.9 萬 | 0.4% | +96+4.2% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 22,301 | $260.2 萬 | 0.3% | −221−1.0% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 6,847 | $258.7 萬 | 0.3% | +581+9.3% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 5,336 | $224.4 萬 | 0.3% | +476+9.8% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 4,611 | $220.2 萬 | 0.3% | −251−5.2% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 2,911 | $218.0 萬 | 0.3% | −380−11.5% | 減碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 16,003 | $191.3 萬 | 0.3% | 00.0% | 不變依 8 比 1 拆股換算 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 7,836 | $190.4 萬 | 0.3% | −865−9.9% | 減碼 | – |
| iShares Tr46435U853 | BROAD USD HIGH | 48,315 | $178.9 萬 | 0.2% | −863−1.8% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 3,469 | $173.6 萬 | 0.2% | +707+25.6% | 加碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 11,871 | $163.3 萬 | 0.2% | −956−7.5% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 4,921 | $161.1 萬 | 0.2% | +1,584+47.5% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,838 | $159.9 萬 | 0.2% | +507+21.8% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 6,231 | $158.2 萬 | 0.2% | +225+3.7% | 加碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 13,253 | $142.6 萬 | 0.2% | +64+0.5% | 加碼 | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 3,558 | $140.2 萬 | 0.2% | +10.0% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 1,159 | $139.0 萬 | 0.2% | +336+40.8% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,474 | $137.9 萬 | 0.2% | +116+8.5% | 加碼 | 歷史 |
| LRCXLam Research Corp | Stock | 3,071 | $133.1 萬 | 0.2% | +319+11.6% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 651 | $129.5 萬 | 0.2% | +86+15.2% | 加碼 | 歷史 |
| Putnam ETF Trust746729789 | FRAN MU HI YI ET | 106,735 | $126.8 萬 | 0.2% | −7,358−6.4% | 減碼 | – |
| MCOMoodys Corp | Stock | 2,760 | $125.0 萬 | 0.2% | +393+16.6% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 7,445 | $123.4 萬 | 0.2% | +2,110+39.6% | 加碼 | 歷史 |
| Vanguard Admiral FDS Inc921932794 | SMLCP 600 GRTH | 7,958 | $122.1 萬 | 0.2% | +155+2.0% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 4,666 | $117.4 萬 | 0.2% | +65+1.4% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,167 | $117.2 萬 | 0.2% | +3+0.1% | 加碼 | – |
| WDCWestern Digital Corp | COM | 1,807 | $115.4 萬 | 0.2% | +573+46.4% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 19,575 | $112.8 萬 | 0.1% | +2,588+15.2% | 加碼 | 歷史 |
| Franklin Templeton ETF Tr35473P629 | HIGH YIELD CORP | 46,150 | $112.1 萬 | 0.1% | +1,805+4.1% | 加碼 | – |
| INTCIntel Corp | Stock | 7,149 | $99.8 萬 | 0.1% | −2,795−28.1% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 2,815 | $99.3 萬 | 0.1% | +1,552+122.9% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 2,872 | $98.5 萬 | 0.1% | +694+31.9% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 6,833 | $93.4 萬 | 0.1% | +414+6.4% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,358 | $93.3 萬 | 0.1% | +70+5.4% | 加碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 17,398 | $93.3 萬 | 0.1% | 00.0% | 不變 | – |
| FIXComfort Systems USA Inc | COM | 463 | $91.8 萬 | 0.1% | +93+25.1% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 6,332 | $88.6 萬 | 0.1% | +551+9.5% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 6,880 | $88.4 萬 | 0.1% | +355+5.4% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 2,357 | $88.1 萬 | 0.1% | +516+28.0% | 加碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 9,820 | $84.0 萬 | 0.1% | +40.0% | 加碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 1,444 | $83.9 萬 | 0.1% | +409+39.5% | 加碼 | 歷史 |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 32,598 | $82.9 萬 | 0.1% | −1,479−4.3% | 減碼 | – |
| CBChubb Ltd | Stock | 2,360 | $80.4 萬 | 0.1% | +690+41.3% | 加碼 | 歷史 |
| SNDKSandisk Corp | COM | 341 | $77.5 萬 | 0.1% | −202−37.2% | 減碼 | 歷史 |
| PCGPG&E Corp | Stock | 44,769 | $75.3 萬 | 0.1% | +17,077+61.7% | 加碼 | 歷史 |
| CNCCentene Corp | Stock | 11,696 | $75.1 萬 | 0.1% | +3,382+40.7% | 加碼 | 歷史 |
| HSBCHSBC Holdings PLC | SPON ADR NEW | 7,868 | $74.8 萬 | 0.1% | +642+8.9% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 6,455 | $73.1 萬 | 0.1% | −444−6.4% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,746 | $72.6 萬 | 0.1% | +535+44.2% | 加碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 3,561 | $71.4 萬 | 0.1% | +1,832+106.0% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 12,527 | $71.4 萬 | 0.1% | +2,301+22.5% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 592 | $69.6 萬 | 0.1% | +82+16.1% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 4,502 | $68.2 萬 | 0.1% | +1,184+35.7% | 加碼 | 歷史 |
| SPDR Series Trust78468R804 | ST STR R1K LOWV | 3,749 | $68.0 萬 | 0.1% | −138−3.6% | 減碼 | – |
| ABNBAirbnb, Inc. | Stock | 4,716 | $67.5 萬 | 0.1% | +1,667+54.7% | 加碼 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 1,974 | $65.2 萬 | 0.1% | +429+27.8% | 加碼 | 歷史 |
| UALUnited Airlines Holdings, Inc. | COM | 4,758 | $64.7 萬 | 0.1% | +1,328+38.7% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 2,328 | $62.9 萬 | 0.1% | +38+1.7% | 加碼 | 歷史 |
| EIXEdison International | Stock | 8,431 | $62.8 萬 | 0.1% | +1,643+24.2% | 加碼 | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 6,603 | $61.8 萬 | 0.1% | +974+17.3% | 加碼 | 歷史 |
| APHAmphenol Corp | CL A | 3,489 | $61.5 萬 | 0.1% | +387+12.5% | 加碼 | 歷史 |
| NVSNovartis AG | ADR | 3,883 | $60.9 萬 | 0.1% | +425+12.3% | 加碼 | 歷史 |
| RYRoyal Bank of Canada | Stock | 2,908 | $60.2 萬 | 0.1% | +250+9.4% | 加碼 | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 2,334 | $59.7 萬 | 0.1% | −147−5.9% | 減碼 | 歷史 |
| PSXPhillips 66 | Stock | 3,526 | $59.6 萬 | 0.1% | +1,311+59.2% | 加碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 2,341 | $59.6 萬 | 0.1% | +2,341 | 新進 | 歷史 |
選擇權（1 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| AAPLApple Inc. | Stock | $619.2 萬 | – |
2026 年第 1 季之後清倉（13 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| INTUIntuit Inc. | Stock | 590 | $25.5 萬 | <0.1% | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,325 | $24.7 萬 | <0.1% | 歷史 |
| OMCOmnicom Group Inc. | COM | 3,242 | $24.4 萬 | <0.1% | 歷史 |
| BPBP PLC | ADR | 4,722 | $22.2 萬 | <0.1% | 歷史 |
| SHOPShopify Inc. | Stock | 1,857 | $22.0 萬 | <0.1% | 歷史 |
| SLBSLB Limited | Stock | 4,141 | $21.3 萬 | <0.1% | 歷史 |
| NOWServiceNow, Inc. | Stock | 1,982 | $20.7 萬 | <0.1% | 歷史 |
| HONHoneywell International Inc | COM | 914 | $20.7 萬 | <0.1% | 歷史 |
| UBERUber Technologies, Inc | Stock | 2,849 | $20.5 萬 | <0.1% | 歷史 |
| SAPSAP SE | ADR | 1,190 | $20.4 萬 | <0.1% | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 1,449 | $20.2 萬 | <0.1% | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 699 | $20.1 萬 | <0.1% | – |
| ADTADT Inc. | COM | 14,159 | $9.30 萬 | <0.1% | 歷史 |