Revolve Wealth Partners, LLC
- SEC CIK
- 0001808992
- 最新申報
- 2026/7/9
2022 年第 1 季持倉
持倉截至 2022/3/31，2022/4/19 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。
- 持股檔數
- 147
- 較 2021 年第 4 季 −2
- 總值
- $3.46 億
- 較 2021 年第 4 季 −$99.3 萬 (−0.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 529,669 | $3,481 萬 | 10.1% | −7,960−1.5% | 減碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 508,281 | $2,737 萬 | 7.9% | 00.0% | 不變依 2 比 1 拆股換算 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 329,135 | $2,463 萬 | 7.1% | +113,245+52.5% | 加碼依 2 比 1 拆股換算 | – |
| Alpha Architect ETF Tr02072L201 | INTL QUAN VALUE | 664,640 | $1,763 萬 | 5.1% | +100,179+17.7% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 401,561 | $1,475 萬 | 4.3% | +24,379+6.5% | 加碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 175,971 | $1,335 萬 | 3.9% | +17,917+11.3% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 257,270 | $1,218 萬 | 3.5% | +23,852+10.2% | 加碼依 2 比 1 拆股換算 | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 252,338 | $1,208 萬 | 3.5% | −920−0.4% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 25,848 | $1,173 萬 | 3.4% | −37−0.1% | 減碼 | – |
| AAPLApple Inc. | Stock | 63,318 | $1,106 萬 | 3.2% | +4,969+8.5% | 加碼 | 歷史 |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 196,513 | $1,084 萬 | 3.1% | −29,332−13.0% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 117,387 | $816.0 萬 | 2.4% | +4,701+4.2% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 1,882 | $613.6 萬 | 1.8% | +33+1.8% | 加碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 54,754 | $600.3 萬 | 1.7% | +25,673+88.3% | 加碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 115,412 | $583.6 萬 | 1.7% | +6,637+6.1% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 18,862 | $581.5 萬 | 1.7% | +802+4.4% | 加碼 | 歷史 |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 99,095 | $568.8 萬 | 1.6% | +62,686+172.2% | 加碼 | – |
| TSLATesla, Inc. | Stock | 5,275 | $568.4 萬 | 1.6% | +110+2.1% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 93,177 | $471.8 萬 | 1.4% | −26,875−22.4% | 減碼 | – |
| AMGNAmgen Inc | Stock | 18,835 | $455.5 萬 | 1.3% | −9,689−34.0% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 40,359 | $435.4 萬 | 1.3% | +1,572+4.1% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 15,660 | $420.2 萬 | 1.2% | −148−0.9% | 減碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 41,814 | $402.5 萬 | 1.2% | +12,644+43.3% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 13,562 | $322.6 萬 | 0.9% | +158+1.2% | 加碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 53,957 | $322.3 萬 | 0.9% | +53+0.1% | 加碼 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 39,041 | $259.9 萬 | 0.8% | +6,810+21.1% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 52,955 | $254.3 萬 | 0.7% | −1,803−3.3% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,351 | $241.7 萬 | 0.7% | +339+6.8% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 11,482 | $235.7 萬 | 0.7% | −184−1.6% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 8,183 | $227.2 萬 | 0.7% | −555−6.4% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 10,583 | $224.9 萬 | 0.6% | +217+2.1% | 加碼 | – |
| VVisa Inc. | Stock | 10,015 | $222.1 萬 | 0.6% | +888+9.7% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 4,343 | $221.5 萬 | 0.6% | +55+1.3% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 9,280 | $206.4 萬 | 0.6% | +56+0.6% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 5,634 | $204.3 萬 | 0.6% | +10+0.2% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E719 | BLOO EN ANGE ETF | 110,933 | $203.8 萬 | 0.6% | +12,039+12.2% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 3,897 | $191.1 萬 | 0.6% | +64+1.7% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 5,032 | $179.8 萬 | 0.5% | +50+1.0% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 21,620 | $170.6 萬 | 0.5% | +4,128+23.6% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 4,092 | $169.9 萬 | 0.5% | +4+0.1% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 6,196 | $169.1 萬 | 0.5% | −242−3.8% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 4,262 | $150.4 萬 | 0.4% | +173+4.2% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 9,590 | $143.5 萬 | 0.4% | −159−1.6% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 4,853 | $139.6 萬 | 0.4% | −522−9.7% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 7,722 | $136.9 萬 | 0.4% | −7,327−48.7% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 28,204 | $133.0 萬 | 0.4% | +281+1.0% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 469 | $130.3 萬 | 0.4% | +32+7.3% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 8,944 | $121.9 萬 | 0.4% | +889+11.0% | 加碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 10,656 | $114.1 萬 | 0.3% | +181+1.7% | 加碼 | – |
| PFEPfizer Inc | Stock | 21,776 | $112.7 萬 | 0.3% | +154+0.7% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,633 | $105.5 萬 | 0.3% | +300+6.9% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 6,300 | $96.3 萬 | 0.3% | +300+5.0% | 加碼 | 歷史 |
| EGEverest Group, Ltd. | COM | 3,033 | $91.4 萬 | 0.3% | +978+47.6% | 加碼 | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 17,665 | $88.8 萬 | 0.3% | −2,947−14.3% | 減碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 7,719 | $84.4 萬 | 0.2% | +461+6.4% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 300 | $83.8 萬 | 0.2% | +27+9.9% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 5,264 | $83.0 萬 | 0.2% | +250+5.0% | 加碼 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 6,862 | $82.1 萬 | 0.2% | −220−3.1% | 減碼 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 7,698 | $77.4 萬 | 0.2% | −257−3.2% | 減碼 | – |
| NOWServiceNow, Inc. | Stock | 1,372 | $76.4 萬 | 0.2% | −5−0.4% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 9,956 | $71.1 萬 | 0.2% | +215+2.2% | 加碼 | – |
| iShares Tr464288323 | NEW YORK MUN ETF | 12,863 | $70.2 萬 | 0.2% | −7,871−38.0% | 減碼 | – |
| PYPLPayPal Holdings, Inc. | Stock | 5,659 | $65.4 萬 | 0.2% | +89+1.6% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 1,413 | $64.4 萬 | 0.2% | +2+0.1% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 3,900 | $63.5 萬 | 0.2% | +42+1.1% | 加碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 13,879 | $62.7 萬 | 0.2% | −39−0.3% | 減碼 | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 2,806 | $62.5 萬 | 0.2% | −33−1.2% | 減碼 | – |
| BXBlackstone Inc. | COM | 4,888 | $62.0 萬 | 0.2% | +486+11.0% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 3,704 | $60.1 萬 | 0.2% | +3+0.1% | 加碼 | – |
| DISWalt Disney Co | Stock | 4,336 | $59.5 萬 | 0.2% | −3−0.1% | 減碼 | 歷史 |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 16,863 | $55.1 萬 | 0.2% | +16,863 | 新進 | – |
| ARK Innovation ETF00214Q104 | ETF | 8,113 | $53.8 萬 | 0.2% | +191+2.4% | 加碼 | – |
| KOCoca Cola Co | Stock | 7,912 | $49.1 萬 | 0.1% | +428+5.7% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 2,299 | $48.8 萬 | 0.1% | −49−2.1% | 減碼 | 歷史 |
| MUMicron Technology Inc | Stock | 6,018 | $46.9 萬 | 0.1% | +115+1.9% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 5,652 | $46.7 萬 | 0.1% | +664+13.3% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,511 | $45.2 萬 | 0.1% | +155+11.4% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 3,972 | $44.4 萬 | 0.1% | +33+0.8% | 加碼 | 歷史 |
| SHOPShopify Inc. | Stock | 653 | $44.1 萬 | 0.1% | +121+22.7% | 加碼 | 歷史 |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 15,192 | $44.0 萬 | 0.1% | 00.0% | 不變 | – |
| CVSCVS Health Corp | Stock | 4,328 | $43.8 萬 | 0.1% | +119+2.8% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 2,853 | $43.6 萬 | 0.1% | +1,040+57.4% | 加碼 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 4,034 | $42.2 萬 | 0.1% | −7,376−64.6% | 減碼 | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 14,865 | $41.3 萬 | 0.1% | −4,096−21.6% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 2,546 | $41.3 萬 | 0.1% | +594+30.4% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 1,308 | $39.5 萬 | 0.1% | +3+0.2% | 加碼 | 歷史 |
| Safehold Inc.45031U101 | COM | 16,772 | $39.3 萬 | 0.1% | −3,131−15.7% | 減碼 | – |
| NFLXNetflix Inc | Stock | 1,041 | $39.0 萬 | 0.1% | +35+3.5% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 7,630 | $38.9 萬 | 0.1% | +735+10.7% | 加碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 7,187 | $38.4 萬 | 0.1% | +149+2.1% | 加碼依 2 比 1 拆股換算 | – |
| LULUlululemon athletica inc. | Stock | 998 | $36.4 萬 | 0.1% | −2−0.2% | 減碼 | 歷史 |
| DXCMDexcom Inc | COM | 707 | $36.2 萬 | 0.1% | −1−0.1% | 減碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 1,668 | $35.4 萬 | 0.1% | −43−2.5% | 減碼 | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 6,578 | $34.5 萬 | 0.1% | −835−11.3% | 減碼 | – |
| CMCSAComcast Corp | Stock | 7,304 | $34.2 萬 | 0.1% | +145+2.0% | 加碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 6,721 | $33.8 萬 | 0.1% | −15,300−69.5% | 減碼 | – |
| BACBank of America Corp | Stock | 8,209 | $33.8 萬 | 0.1% | −117−1.4% | 減碼 | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 2,944 | $32.3 萬 | 0.1% | −179−5.7% | 減碼 | – |
| EWEdwards Lifesciences Corp | Stock | 2,696 | $31.7 萬 | 0.1% | −7−0.3% | 減碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 3,947 | $31.4 萬 | 0.1% | +1,146+40.9% | 加碼 | – |
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。
2021 年第 4 季之後清倉（11 檔）
2021 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 4 季股數 | 2021 年第 4 季市值 | 2021 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| BURLBurlington Stores, Inc. | COM | 1,189 | $34.7 萬 | 0.1% | 歷史 |
| BERYBerry Global Group, Inc. | COM | 4,426 | $32.7 萬 | 0.1% | 歷史 |
| MRKMerck & Co., Inc. | Stock | 3,194 | $24.5 萬 | 0.1% | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J536 | BULSHS 2024 MUNI | 9,209 | $23.7 萬 | 0.1% | – |
| GILDGilead Sciences, Inc. | Stock | 3,156 | $22.9 萬 | 0.1% | 歷史 |
| LENLennar Corp | CL A | 1,949 | $22.6 萬 | 0.1% | 歷史 |
| NOVTNovanta Inc | COM | 1,217 | $21.5 萬 | 0.1% | 歷史 |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 944 | $21.3 萬 | 0.1% | – |
| TMOThermo Fisher Scientific Inc. | Stock | 307 | $20.5 萬 | 0.1% | 歷史 |
| NEWRNew Relic, Inc. | COM | 1,815 | $20.0 萬 | 0.1% | 歷史 |
| DHFBNY Mellon High Yield Strategies Fund | SH BEN INT | 11,093 | $3.40 萬 | <0.1% | 歷史 |