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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。

機構總覽
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%)
申報日
2026/7/16
SEC
Riversedge Advisors, LLC 在 2026 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
VRTVertiv Holdings CoCOM CL A849$28.4 萬<0.1%+849新進歷史
PAYXPaychex IncStock2,895$28.5 萬<0.1%+2,895新進歷史
PNFPPinnacle Financial Partners, Inc.COM2,828$28.5 萬<0.1%+148+5.5%加碼歷史
NBIXNeurocrine Biosciences IncStock1,726$29.1 萬<0.1%+175+11.3%加碼歷史
STTState Street CorpCOM1,719$29.2 萬<0.1%+101+6.2%加碼歷史
ANETArista Networks, Inc.Stock1,736$29.5 萬<0.1%−178−9.3%減碼歷史
BWABorgwarner IncCOM4,443$29.5 萬<0.1%00.0%不變歷史
COOCooper Companies, Inc.COM4,124$29.6 萬<0.1%+4,124新進歷史
RIORio Tinto PLCADR3,116$29.6 萬<0.1%+747+31.5%加碼歷史
SONYSony Group CorpSPONSORED ADR14,759$29.6 萬<0.1%+4,434+42.9%加碼歷史
SNPSSynopsys IncCOM667$29.8 萬<0.1%+667新進歷史
MRVLMarvell Technology, Inc.COM1,004$29.9 萬<0.1%+1,004新進歷史
EMEEMCOR Group, Inc.Stock368$30.6 萬<0.1%+22+6.4%加碼歷史
HIGHartford Insurance Group, Inc.Stock2,319$30.7 萬<0.1%−334−12.6%減碼歷史
OXYOccidental Petroleum CorpStock6,332$30.8 萬<0.1%+6,332新進歷史
Schwab Emerging Markets Equity ETF808524706ETF8,613$31.2 萬<0.1%+5+0.1%加碼–
HLTHilton Worldwide Holdings Inc.COM949$31.4 萬<0.1%+949新進歷史
AYIAcuity Inc. (DE)Stock835$31.5 萬<0.1%+835新進歷史
DHIHorton D R IncCOM1,951$31.8 萬<0.1%+1,951新進歷史
PLDPrologis, Inc.REIT2,361$32.0 萬<0.1%+378+19.1%加碼歷史
WALWestern Alliance BancorporationCOM3,892$32.0 萬<0.1%+3,892新進歷史
BSXBoston Scientific CorpStock7,496$32.0 萬<0.1%+7,496新進歷史
ADPAutomatic Data Processing IncStock1,431$32.1 萬<0.1%+1,431新進歷史
NNNNNN REIT, Inc.REIT6,911$32.2 萬<0.1%+6,911新進歷史
BCSBarclays PLCADR11,976$32.2 萬<0.1%+11,976新進歷史
UBSUBS Group AGStock6,531$32.4 萬<0.1%+6,531新進歷史
CRWDCrowdStrike Holdings, Inc.Stock427$32.6 萬<0.1%+427新進歷史
iShares Core MSCI Emerging Markets ETF46434G103ETF4,013$33.2 萬<0.1%−829−17.1%減碼–
SPGIS&P Global Inc.Stock817$33.3 萬<0.1%+817新進歷史
RBRKRubrik, Inc.Stock4,159$33.4 萬<0.1%+4,159新進歷史
ZMZoom Communications, Inc.Stock3,881$33.5 萬<0.1%+1,196+44.5%加碼歷史
iShares MSCI Eafe ETF464287465ETF3,225$33.5 萬<0.1%00.0%不變–
PGProcter & Gamble CoStock2,294$33.6 萬<0.1%−544−19.2%減碼歷史
MRSHMarsh & McLennan Companies, Inc.Stock2,031$33.9 萬<0.1%+333+19.6%加碼歷史
MAMastercard IncStock662$34.0 萬<0.1%+148+28.8%加碼歷史
TTWOTake Two Interactive Software IncCOM1,362$34.0 萬<0.1%+1,362新進歷史
DKNGDraftKings Inc.Stock13,503$34.1 萬<0.1%+13,503新進歷史
MARMarriott International IncStock926$34.3 萬<0.1%+7+0.8%加碼歷史
GDGeneral Dynamics CorpStock979$34.7 萬<0.1%−148−13.1%減碼歷史
SPYSPDR S&P 500 ETF TrustETF465$34.7 萬<0.1%−41−8.1%減碼歷史
JCIJohnson Controls International plcStock2,406$35.2 萬<0.1%+2,406新進歷史
MSMorgan StanleyStock1,682$35.2 萬<0.1%+1,682新進歷史
SMFGSumitomo Mitsui Financial Group, Inc.SPONSORED ADR14,936$35.2 萬<0.1%+4,447+42.4%加碼歷史
Vanguard Dividend Appreciation ETF921908844ETF1,498$35.4 萬<0.1%00.0%不變–
VZVerizon Communications IncStock8,431$35.7 萬<0.1%−65−0.8%減碼歷史
EQIXEquinix IncCOM345$36.0 萬<0.1%+115+50.0%加碼歷史
GMGeneral Motors CoCOM4,688$36.1 萬<0.1%+1,378+41.6%加碼歷史
BABAAlibaba Group Holding LtdADR3,773$36.2 萬<0.1%−601−13.7%減碼歷史
PHMPultegroup IncCOM2,658$36.5 萬<0.1%−321−10.8%減碼歷史
SYFSynchrony FinancialCOM4,838$36.8 萬<0.1%+48+1.0%加碼歷史
EVREvercore Inc.CLASS A1,082$37.0 萬<0.1%+1,082新進歷史
BBVABanco Bilbao Vizcaya Argentaria, S.A.SPONSORED ADR14,984$37.5 萬<0.1%+3,506+30.5%加碼歷史
LINLinde PLCStock725$37.6 萬<0.1%+147+25.4%加碼歷史
ISRGIntuitive Surgical IncCOM NEW948$37.7 萬0.1%−37−3.8%減碼歷史
BIIBBiogen Inc.COM1,746$37.7 萬0.1%+217+14.2%加碼歷史
iShares Tr464288158SHRT NAT MUN ETF3,546$37.8 萬0.1%+15+0.4%加碼–
TMUST-Mobile US, Inc.Stock2,260$37.9 萬0.1%+2,260新進歷史
KMIKinder Morgan, Inc.Stock11,891$38.0 萬0.1%+5,652+90.6%加碼歷史
NEMNEWMONT CorpStock4,074$38.1 萬0.1%+135+3.4%加碼歷史
RTXRTX CorpStock2,015$38.2 萬0.1%+933+86.2%加碼歷史
MAAMid America Apartment Communities Inc.COM2,754$38.3 萬0.1%+2,754新進歷史
MOHMolina Healthcare, Inc.COM1,700$38.9 萬0.1%+1,700新進歷史
HALHalliburton CoStock11,528$39.1 萬0.1%+2,722+30.9%加碼歷史
TXRHTexas Roadhouse, Inc.COM2,041$39.4 萬0.1%+2,041新進歷史
USBUS Bancorp DECOM NEW6,640$40.1 萬0.1%+217+3.4%加碼歷史
ROSTRoss Stores, Inc.COM1,903$40.5 萬0.1%+950+99.7%加碼歷史
ETNEaton Corp plcStock974$41.5 萬0.1%−16−1.6%減碼歷史
CATCaterpillar IncStock390$41.5 萬0.1%+10+2.6%加碼歷史
BABoeing CoStock1,928$41.7 萬0.1%+1,928新進歷史
NTRANatera, Inc.COM1,542$41.9 萬0.1%+292+23.4%加碼歷史
EOGEOG Resources IncStock3,275$42.5 萬0.1%+3,275新進歷史
BNYBank of New York Mellon CorpStock2,943$42.6 萬0.1%+297+11.2%加碼歷史
PANWPalo Alto Networks IncStock1,254$42.8 萬0.1%+1,254新進歷史
WFCWells Fargo & CompanyStock5,219$43.1 萬0.1%+5,219新進歷史
AZNAstraZeneca PLCADR2,280$43.2 萬0.1%−483−17.5%減碼歷史
CIENCiena CorpCOM NEW882$43.3 萬0.1%+58+7.0%加碼歷史
ESEversource EnergyStock6,081$43.9 萬0.1%+6,081新進歷史
SPDR Series Trust78468R739ST NUVE TERM ETF9,185$44.1 萬0.1%−522−5.4%減碼–
BHPBHP Group LtdADR5,342$44.5 萬0.1%+995+22.9%加碼歷史
ORCLOracle CorpStock3,046$44.6 萬0.1%+683+28.9%加碼歷史
FTITechnipFMC plcCOM6,865$45.5 萬0.1%+67+1.0%加碼歷史
FCXFreeport-McMoran IncStock7,264$45.7 萬0.1%+3,317+84.0%加碼歷史
PNCPNC Financial Services Group, Inc.Stock1,872$46.1 萬0.1%+1,872新進歷史
AONAon plcCL A1,390$46.1 萬0.1%+1,390新進歷史
CMICummins IncStock652$46.5 萬0.1%+196+43.0%加碼歷史
KOCoca Cola CoStock5,728$46.5 萬0.1%+1,040+22.2%加碼歷史
SHELShell plcADR6,083$47.2 萬0.1%+1,202+24.6%加碼歷史
TERTeradyne, IncStock982$47.5 萬0.1%+286+41.1%加碼歷史
NTRSNorthern Trust CorpCOM2,753$47.9 萬0.1%+269+10.8%加碼歷史
TPLTexas Pacific Land CorpStock1,111$48.6 萬0.1%+44+4.1%加碼歷史
VIKViking Holdings LtdORD SHS4,671$48.9 萬0.1%+4,671新進歷史
PMPhilip Morris International Inc.Stock2,716$49.1 萬0.1%+467+20.8%加碼歷史
VRTXVertex Pharmaceuticals IncStock993$49.3 萬0.1%+993新進歷史
TDToronto Dominion BankStock4,066$49.4 萬0.1%+465+12.9%加碼歷史
VLOValero Energy CorpStock1,896$49.4 萬0.1%+492+35.0%加碼歷史
BLKBlackRock, Inc.Stock519$49.9 萬0.1%+190+57.8%加碼歷史
GSGoldman Sachs Group IncStock494$49.9 萬0.1%+22+4.7%加碼歷史
AMEAmetek IncCOM2,092$50.6 萬0.1%+320+18.1%加碼歷史
IBMInternational Business Machines CorpStock1,799$50.6 萬0.1%+839+87.4%加碼歷史
LMTLockheed Martin CorpStock1,001$51.0 萬0.1%+221+28.3%加碼歷史

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。

Riversedge Advisors, LLC 在 2026 年第 2 季的選擇權部位
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。

Riversedge Advisors, LLC 在 2026 年第 1 季之後清倉的部位
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.Stock590$25.5 萬<0.1%歷史
CRMSalesforce, Inc.Stock1,325$24.7 萬<0.1%歷史
OMCOmnicom Group Inc.COM3,242$24.4 萬<0.1%歷史
BPBP PLCADR4,722$22.2 萬<0.1%歷史
SHOPShopify Inc.Stock1,857$22.0 萬<0.1%歷史
SLBSLB LimitedStock4,141$21.3 萬<0.1%歷史
NOWServiceNow, Inc.Stock1,982$20.7 萬<0.1%歷史
HONHoneywell International IncCOM914$20.7 萬<0.1%歷史
UBERUber Technologies, IncStock2,849$20.5 萬<0.1%歷史
SAPSAP SEADR1,190$20.4 萬<0.1%歷史
GILDGilead Sciences, Inc.Stock1,449$20.2 萬<0.1%歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF699$20.1 萬<0.1%–
ADTADT Inc.COM14,159$9.30 萬<0.1%歷史