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 |
|---|---|---|---|---|---|---|---|
| VRTVertiv Holdings Co | COM CL A | 849 | $28.4 萬 | <0.1% | +849 | 新進 | 歷史 |
| PAYXPaychex Inc | Stock | 2,895 | $28.5 萬 | <0.1% | +2,895 | 新進 | 歷史 |
| PNFPPinnacle Financial Partners, Inc. | COM | 2,828 | $28.5 萬 | <0.1% | +148+5.5% | 加碼 | 歷史 |
| NBIXNeurocrine Biosciences Inc | Stock | 1,726 | $29.1 萬 | <0.1% | +175+11.3% | 加碼 | 歷史 |
| STTState Street Corp | COM | 1,719 | $29.2 萬 | <0.1% | +101+6.2% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 1,736 | $29.5 萬 | <0.1% | −178−9.3% | 減碼 | 歷史 |
| BWABorgwarner Inc | COM | 4,443 | $29.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| COOCooper Companies, Inc. | COM | 4,124 | $29.6 萬 | <0.1% | +4,124 | 新進 | 歷史 |
| RIORio Tinto PLC | ADR | 3,116 | $29.6 萬 | <0.1% | +747+31.5% | 加碼 | 歷史 |
| SONYSony Group Corp | SPONSORED ADR | 14,759 | $29.6 萬 | <0.1% | +4,434+42.9% | 加碼 | 歷史 |
| SNPSSynopsys Inc | COM | 667 | $29.8 萬 | <0.1% | +667 | 新進 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 1,004 | $29.9 萬 | <0.1% | +1,004 | 新進 | 歷史 |
| EMEEMCOR Group, Inc. | Stock | 368 | $30.6 萬 | <0.1% | +22+6.4% | 加碼 | 歷史 |
| HIGHartford Insurance Group, Inc. | Stock | 2,319 | $30.7 萬 | <0.1% | −334−12.6% | 減碼 | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 6,332 | $30.8 萬 | <0.1% | +6,332 | 新進 | 歷史 |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 8,613 | $31.2 萬 | <0.1% | +5+0.1% | 加碼 | – |
| HLTHilton Worldwide Holdings Inc. | COM | 949 | $31.4 萬 | <0.1% | +949 | 新進 | 歷史 |
| AYIAcuity Inc. (DE) | Stock | 835 | $31.5 萬 | <0.1% | +835 | 新進 | 歷史 |
| DHIHorton D R Inc | COM | 1,951 | $31.8 萬 | <0.1% | +1,951 | 新進 | 歷史 |
| PLDPrologis, Inc. | REIT | 2,361 | $32.0 萬 | <0.1% | +378+19.1% | 加碼 | 歷史 |
| WALWestern Alliance Bancorporation | COM | 3,892 | $32.0 萬 | <0.1% | +3,892 | 新進 | 歷史 |
| BSXBoston Scientific Corp | Stock | 7,496 | $32.0 萬 | <0.1% | +7,496 | 新進 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,431 | $32.1 萬 | <0.1% | +1,431 | 新進 | 歷史 |
| NNNNNN REIT, Inc. | REIT | 6,911 | $32.2 萬 | <0.1% | +6,911 | 新進 | 歷史 |
| BCSBarclays PLC | ADR | 11,976 | $32.2 萬 | <0.1% | +11,976 | 新進 | 歷史 |
| UBSUBS Group AG | Stock | 6,531 | $32.4 萬 | <0.1% | +6,531 | 新進 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 427 | $32.6 萬 | <0.1% | +427 | 新進 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 4,013 | $33.2 萬 | <0.1% | −829−17.1% | 減碼 | – |
| SPGIS&P Global Inc. | Stock | 817 | $33.3 萬 | <0.1% | +817 | 新進 | 歷史 |
| RBRKRubrik, Inc. | Stock | 4,159 | $33.4 萬 | <0.1% | +4,159 | 新進 | 歷史 |
| ZMZoom Communications, Inc. | Stock | 3,881 | $33.5 萬 | <0.1% | +1,196+44.5% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 3,225 | $33.5 萬 | <0.1% | 00.0% | 不變 | – |
| PGProcter & Gamble Co | Stock | 2,294 | $33.6 萬 | <0.1% | −544−19.2% | 減碼 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 2,031 | $33.9 萬 | <0.1% | +333+19.6% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 662 | $34.0 萬 | <0.1% | +148+28.8% | 加碼 | 歷史 |
| TTWOTake Two Interactive Software Inc | COM | 1,362 | $34.0 萬 | <0.1% | +1,362 | 新進 | 歷史 |
| DKNGDraftKings Inc. | Stock | 13,503 | $34.1 萬 | <0.1% | +13,503 | 新進 | 歷史 |
| MARMarriott International Inc | Stock | 926 | $34.3 萬 | <0.1% | +7+0.8% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 979 | $34.7 萬 | <0.1% | −148−13.1% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 465 | $34.7 萬 | <0.1% | −41−8.1% | 減碼 | 歷史 |
| JCIJohnson Controls International plc | Stock | 2,406 | $35.2 萬 | <0.1% | +2,406 | 新進 | 歷史 |
| MSMorgan Stanley | Stock | 1,682 | $35.2 萬 | <0.1% | +1,682 | 新進 | 歷史 |
| SMFGSumitomo Mitsui Financial Group, Inc. | SPONSORED ADR | 14,936 | $35.2 萬 | <0.1% | +4,447+42.4% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,498 | $35.4 萬 | <0.1% | 00.0% | 不變 | – |
| VZVerizon Communications Inc | Stock | 8,431 | $35.7 萬 | <0.1% | −65−0.8% | 減碼 | 歷史 |
| EQIXEquinix Inc | COM | 345 | $36.0 萬 | <0.1% | +115+50.0% | 加碼 | 歷史 |
| GMGeneral Motors Co | COM | 4,688 | $36.1 萬 | <0.1% | +1,378+41.6% | 加碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 3,773 | $36.2 萬 | <0.1% | −601−13.7% | 減碼 | 歷史 |
| PHMPultegroup Inc | COM | 2,658 | $36.5 萬 | <0.1% | −321−10.8% | 減碼 | 歷史 |
| SYFSynchrony Financial | COM | 4,838 | $36.8 萬 | <0.1% | +48+1.0% | 加碼 | 歷史 |
| EVREvercore Inc. | CLASS A | 1,082 | $37.0 萬 | <0.1% | +1,082 | 新進 | 歷史 |
| BBVABanco Bilbao Vizcaya Argentaria, S.A. | SPONSORED ADR | 14,984 | $37.5 萬 | <0.1% | +3,506+30.5% | 加碼 | 歷史 |
| LINLinde PLC | Stock | 725 | $37.6 萬 | <0.1% | +147+25.4% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 948 | $37.7 萬 | 0.1% | −37−3.8% | 減碼 | 歷史 |
| BIIBBiogen Inc. | COM | 1,746 | $37.7 萬 | 0.1% | +217+14.2% | 加碼 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 3,546 | $37.8 萬 | 0.1% | +15+0.4% | 加碼 | – |
| TMUST-Mobile US, Inc. | Stock | 2,260 | $37.9 萬 | 0.1% | +2,260 | 新進 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 11,891 | $38.0 萬 | 0.1% | +5,652+90.6% | 加碼 | 歷史 |
| NEMNEWMONT Corp | Stock | 4,074 | $38.1 萬 | 0.1% | +135+3.4% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 2,015 | $38.2 萬 | 0.1% | +933+86.2% | 加碼 | 歷史 |
| MAAMid America Apartment Communities Inc. | COM | 2,754 | $38.3 萬 | 0.1% | +2,754 | 新進 | 歷史 |
| MOHMolina Healthcare, Inc. | COM | 1,700 | $38.9 萬 | 0.1% | +1,700 | 新進 | 歷史 |
| HALHalliburton Co | Stock | 11,528 | $39.1 萬 | 0.1% | +2,722+30.9% | 加碼 | 歷史 |
| TXRHTexas Roadhouse, Inc. | COM | 2,041 | $39.4 萬 | 0.1% | +2,041 | 新進 | 歷史 |
| USBUS Bancorp DE | COM NEW | 6,640 | $40.1 萬 | 0.1% | +217+3.4% | 加碼 | 歷史 |
| ROSTRoss Stores, Inc. | COM | 1,903 | $40.5 萬 | 0.1% | +950+99.7% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 974 | $41.5 萬 | 0.1% | −16−1.6% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 390 | $41.5 萬 | 0.1% | +10+2.6% | 加碼 | 歷史 |
| BABoeing Co | Stock | 1,928 | $41.7 萬 | 0.1% | +1,928 | 新進 | 歷史 |
| NTRANatera, Inc. | COM | 1,542 | $41.9 萬 | 0.1% | +292+23.4% | 加碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 3,275 | $42.5 萬 | 0.1% | +3,275 | 新進 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 2,943 | $42.6 萬 | 0.1% | +297+11.2% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 1,254 | $42.8 萬 | 0.1% | +1,254 | 新進 | 歷史 |
| WFCWells Fargo & Company | Stock | 5,219 | $43.1 萬 | 0.1% | +5,219 | 新進 | 歷史 |
| AZNAstraZeneca PLC | ADR | 2,280 | $43.2 萬 | 0.1% | −483−17.5% | 減碼 | 歷史 |
| CIENCiena Corp | COM NEW | 882 | $43.3 萬 | 0.1% | +58+7.0% | 加碼 | 歷史 |
| ESEversource Energy | Stock | 6,081 | $43.9 萬 | 0.1% | +6,081 | 新進 | 歷史 |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 9,185 | $44.1 萬 | 0.1% | −522−5.4% | 減碼 | – |
| BHPBHP Group Ltd | ADR | 5,342 | $44.5 萬 | 0.1% | +995+22.9% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 3,046 | $44.6 萬 | 0.1% | +683+28.9% | 加碼 | 歷史 |
| FTITechnipFMC plc | COM | 6,865 | $45.5 萬 | 0.1% | +67+1.0% | 加碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 7,264 | $45.7 萬 | 0.1% | +3,317+84.0% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 1,872 | $46.1 萬 | 0.1% | +1,872 | 新進 | 歷史 |
| AONAon plc | CL A | 1,390 | $46.1 萬 | 0.1% | +1,390 | 新進 | 歷史 |
| CMICummins Inc | Stock | 652 | $46.5 萬 | 0.1% | +196+43.0% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 5,728 | $46.5 萬 | 0.1% | +1,040+22.2% | 加碼 | 歷史 |
| SHELShell plc | ADR | 6,083 | $47.2 萬 | 0.1% | +1,202+24.6% | 加碼 | 歷史 |
| TERTeradyne, Inc | Stock | 982 | $47.5 萬 | 0.1% | +286+41.1% | 加碼 | 歷史 |
| NTRSNorthern Trust Corp | COM | 2,753 | $47.9 萬 | 0.1% | +269+10.8% | 加碼 | 歷史 |
| TPLTexas Pacific Land Corp | Stock | 1,111 | $48.6 萬 | 0.1% | +44+4.1% | 加碼 | 歷史 |
| VIKViking Holdings Ltd | ORD SHS | 4,671 | $48.9 萬 | 0.1% | +4,671 | 新進 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 2,716 | $49.1 萬 | 0.1% | +467+20.8% | 加碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 993 | $49.3 萬 | 0.1% | +993 | 新進 | 歷史 |
| TDToronto Dominion Bank | Stock | 4,066 | $49.4 萬 | 0.1% | +465+12.9% | 加碼 | 歷史 |
| VLOValero Energy Corp | Stock | 1,896 | $49.4 萬 | 0.1% | +492+35.0% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 519 | $49.9 萬 | 0.1% | +190+57.8% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 494 | $49.9 萬 | 0.1% | +22+4.7% | 加碼 | 歷史 |
| AMEAmetek Inc | COM | 2,092 | $50.6 萬 | 0.1% | +320+18.1% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,799 | $50.6 萬 | 0.1% | +839+87.4% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,001 | $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。
| 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 |