Revolve Wealth Partners, LLC
- SEC CIK
- 0001808992
- 最新申報
- 2026/7/9
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/2/4 申報。只含多頭部位。
- 持股檔數
- 149
- 2021 年第 3 季沒有申報
- 總值
- $3.47 億
- 2021 年第 3 季沒有申報
Revolve Wealth Partners, LLC 沒有申報 2021 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 537,629 | $3,551 萬 | 10.2% | – | – | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 253,881 | $2,890 萬 | 8.3% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 107,945 | $1,768 萬 | 5.1% | – | – | – |
| Alpha Architect ETF Tr02072L201 | INTL QUAN VALUE | 564,461 | $1,485 萬 | 4.3% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 377,182 | $1,466 萬 | 4.2% | – | – | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 225,845 | $1,357 萬 | 3.9% | – | – | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 253,258 | $1,310 萬 | 3.8% | – | – | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 158,054 | $1,271 萬 | 3.7% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 25,885 | $1,235 萬 | 3.6% | – | – | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 116,709 | $1,195 萬 | 3.4% | – | – | – |
| AAPLApple Inc. | Stock | 58,349 | $1,036 萬 | 3.0% | – | – | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 112,686 | $841.1 萬 | 2.4% | – | – | – |
| AMGNAmgen Inc | Stock | 28,524 | $641.7 萬 | 1.8% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,849 | $616.7 萬 | 1.8% | – | – | 歷史 |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 120,052 | $613.0 萬 | 1.8% | – | – | – |
| MSFTMicrosoft Corp | Stock | 18,060 | $607.4 萬 | 1.7% | – | – | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 108,775 | $586.3 萬 | 1.7% | – | – | – |
| TSLATesla, Inc. | Stock | 5,165 | $545.9 萬 | 1.6% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 15,808 | $447.5 萬 | 1.3% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 38,787 | $444.2 萬 | 1.3% | – | – | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 53,904 | $342.7 萬 | 1.0% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 13,404 | $341.5 萬 | 1.0% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 29,081 | $338.2 萬 | 1.0% | – | – | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 29,170 | $321.7 萬 | 0.9% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 9,224 | $310.2 萬 | 0.9% | – | – | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 54,758 | $279.6 萬 | 0.8% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 8,738 | $267.0 萬 | 0.8% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 11,666 | $259.5 萬 | 0.7% | – | – | – |
| JNJJohnson & Johnson | Stock | 15,049 | $257.4 萬 | 0.7% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,012 | $238.0 萬 | 0.7% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 10,366 | $234.3 萬 | 0.7% | – | – | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 32,231 | $228.6 萬 | 0.7% | – | – | – |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 36,409 | $227.3 萬 | 0.7% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 5,624 | $223.7 萬 | 0.6% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 4,288 | $215.3 萬 | 0.6% | – | – | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 3,833 | $198.4 萬 | 0.6% | – | – | 歷史 |
| VVisa Inc. | Stock | 9,127 | $197.8 萬 | 0.6% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138E719 | BLOO EN ANGE ETF | 98,894 | $192.1 萬 | 0.6% | – | – | – |
| NVDANVIDIA Corp | Stock | 6,438 | $189.3 萬 | 0.5% | – | – | 歷史 |
| MAMastercard Inc | Stock | 4,982 | $179.0 萬 | 0.5% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 4,088 | $178.5 萬 | 0.5% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 5,375 | $172.5 萬 | 0.5% | – | – | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 9,749 | $146.6 萬 | 0.4% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 17,492 | $141.4 萬 | 0.4% | – | – | – |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 27,923 | $138.9 萬 | 0.4% | – | – | – |
| PFEPfizer Inc | Stock | 21,622 | $127.7 萬 | 0.4% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 8,055 | $127.5 萬 | 0.4% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 437 | $126.6 萬 | 0.4% | – | – | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 11,410 | $122.5 萬 | 0.4% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 4,089 | $122.3 萬 | 0.4% | – | – | 歷史 |
| iShares Tr464288323 | NEW YORK MUN ETF | 20,734 | $120.2 萬 | 0.3% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 10,475 | $119.5 萬 | 0.3% | – | – | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 22,021 | $111.2 萬 | 0.3% | – | – | – |
| PYPLPayPal Holdings, Inc. | Stock | 5,570 | $105.0 萬 | 0.3% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,333 | $104.6 萬 | 0.3% | – | – | – |
| AMDAdvanced Micro Devices Inc | Stock | 7,258 | $104.4 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 20,612 | $103.9 萬 | 0.3% | – | – | – |
| PGProcter & Gamble Co | Stock | 6,000 | $98.2 萬 | 0.3% | – | – | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 7,955 | $91.7 萬 | 0.3% | – | – | – |
| NOWServiceNow, Inc. | Stock | 1,377 | $89.4 萬 | 0.3% | – | – | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 7,082 | $86.7 萬 | 0.2% | – | – | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 5,014 | $81.6 萬 | 0.2% | – | – | – |
| ADBEAdobe Inc. | Stock | 1,411 | $80.0 萬 | 0.2% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 273 | $79.0 萬 | 0.2% | – | – | 歷史 |
| ARK Innovation ETF00214Q104 | ETF | 7,922 | $74.9 萬 | 0.2% | – | – | – |
| SHOPShopify Inc. | Stock | 532 | $73.3 萬 | 0.2% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 2,839 | $72.3 萬 | 0.2% | – | – | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 9,741 | $71.3 萬 | 0.2% | – | – | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 13,918 | $68.0 萬 | 0.2% | – | – | – |
| DISWalt Disney Co | Stock | 4,339 | $67.2 萬 | 0.2% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 3,701 | $63.6 萬 | 0.2% | – | – | – |
| NFLXNetflix Inc | Stock | 1,006 | $60.6 萬 | 0.2% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 2,348 | $59.7 萬 | 0.2% | – | – | 歷史 |
| BXBlackstone Inc. | COM | 4,402 | $57.0 萬 | 0.2% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 1,356 | $56.3 萬 | 0.2% | – | – | 歷史 |
| EGEverest Group, Ltd. | COM | 2,055 | $56.3 萬 | 0.2% | – | – | 歷史 |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 18,961 | $56.2 萬 | 0.2% | – | – | – |
| MUMicron Technology Inc | Stock | 5,903 | $55.0 萬 | 0.2% | – | – | 歷史 |
| Safehold Inc.45031U101 | COM | 19,903 | $51.4 萬 | 0.1% | – | – | – |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 15,192 | $47.1 萬 | 0.1% | – | – | – |
| ISRGIntuitive Surgical Inc | COM NEW | 1,305 | $46.9 萬 | 0.1% | – | – | 歷史 |
| CVXChevron Corp | Stock | 3,858 | $45.3 萬 | 0.1% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 7,484 | $44.3 萬 | 0.1% | – | – | 歷史 |
| ALGNAlign Technology Inc | COM | 673 | $44.2 萬 | 0.1% | – | – | 歷史 |
| VEEVVeeva Systems Inc | Stock | 1,711 | $43.7 萬 | 0.1% | – | – | 歷史 |
| CVSCVS Health Corp | Stock | 4,209 | $43.4 萬 | 0.1% | – | – | 歷史 |
| DUKDuke Energy CORP | Stock | 3,939 | $41.3 萬 | 0.1% | – | – | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 7,465 | $41.0 萬 | 0.1% | – | – | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 7,413 | $40.9 萬 | 0.1% | – | – | – |
| SAFESafehold Inc. | COM | 5,101 | $40.7 萬 | 0.1% | – | – | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 3,519 | $39.8 萬 | 0.1% | – | – | – |
| LULUlululemon athletica inc. | Stock | 1,000 | $39.1 萬 | 0.1% | – | – | 歷史 |
| DXCMDexcom Inc | COM | 708 | $38.0 萬 | 0.1% | – | – | 歷史 |
| BACBank of America Corp | Stock | 8,326 | $37.0 萬 | 0.1% | – | – | 歷史 |
| INTCIntel Corp | Stock | 7,039 | $36.3 萬 | 0.1% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 7,159 | $36.0 萬 | 0.1% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 6,895 | $35.8 萬 | 0.1% | – | – | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 2,703 | $35.0 萬 | 0.1% | – | – | 歷史 |
| BURLBurlington Stores, Inc. | COM | 1,189 | $34.7 萬 | 0.1% | – | – | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 3,123 | $34.6 萬 | 0.1% | – | – | – |
選擇權（2 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。