Revolve Wealth Partners, LLC
- SEC CIK
- 0001808992
- 最新申報
- 2026/7/9
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/7/11 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 137
- 較 2022 年第 1 季 −10
- 總值
- $3.04 億
- 較 2022 年第 1 季 −$4,212 萬 (−12.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 547,373 | $3,235 萬 | 10.6% | +17,704+3.3% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 535,493 | $2,392 萬 | 7.9% | +27,212+5.4% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 356,745 | $2,069 萬 | 6.8% | +27,610+8.4% | 加碼 | – |
| Alpha Architect ETF Tr02072L201 | INTL QUAN VALUE | 731,125 | $1,644 萬 | 5.4% | +66,485+10.0% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 422,733 | $1,330 萬 | 4.4% | +21,172+5.3% | 加碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 170,766 | $1,071 萬 | 3.5% | −5,205−3.0% | 減碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 270,575 | $1,055 萬 | 3.5% | +13,305+5.2% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 25,843 | $979.8 萬 | 3.2% | −50.0% | 減碼 | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 175,149 | $899.9 萬 | 3.0% | −21,364−10.9% | 減碼 | – |
| AAPLApple Inc. | Stock | 60,281 | $824.2 萬 | 2.7% | −3,037−4.8% | 減碼 | 歷史 |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 147,746 | $795.6 萬 | 2.6% | +48,651+49.1% | 加碼 | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 170,842 | $783.5 萬 | 2.6% | −81,496−32.3% | 減碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 72,817 | $774.5 萬 | 2.5% | +18,063+33.0% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 124,513 | $732.8 萬 | 2.4% | +7,126+6.1% | 加碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 125,151 | $599.1 萬 | 2.0% | +9,739+8.4% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 20,371 | $523.2 萬 | 1.7% | +1,509+8.0% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 18,909 | $460.1 萬 | 1.5% | +74+0.4% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 38,340 | $407.2 萬 | 1.3% | +700+1.9% | 加碼依 20 比 1 拆股換算 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 17,707 | $400.6 萬 | 1.3% | +2,047+13.1% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 41,721 | $385.5 萬 | 1.3% | +1,362+3.4% | 加碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 73,039 | $364.6 萬 | 1.2% | +67,643+1,253.6% | 加碼 | – |
| TSLATesla, Inc. | Stock | 5,400 | $363.6 萬 | 1.2% | +125+2.4% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 16,332 | $321.7 萬 | 1.1% | +2,770+20.4% | 加碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 36,748 | $295.8 萬 | 1.0% | −5,066−12.1% | 減碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 55,016 | $283.9 萬 | 0.9% | +1,059+2.0% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 47,959 | $242.9 萬 | 0.8% | −45,218−48.5% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 4,479 | $230.0 萬 | 0.8% | +136+3.1% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 6,037 | $227.8 萬 | 0.7% | +686+12.8% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 54,984 | $224.3 萬 | 0.7% | +2,029+3.8% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 12,468 | $219.6 萬 | 0.7% | +1,885+17.8% | 加碼 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 37,219 | $212.3 萬 | 0.7% | −1,822−4.7% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 12,373 | $209.5 萬 | 0.7% | +891+7.8% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E719 | BLOO EN ANGE ETF | 116,875 | $196.9 萬 | 0.6% | +5,942+5.4% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 8,042 | $179.3 萬 | 0.6% | +3,189+65.7% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 4,239 | $175.3 萬 | 0.6% | +342+8.8% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 7,920 | $173.2 萬 | 0.6% | −263−3.2% | 減碼 | – |
| VVisa Inc. | Stock | 8,281 | $163.1 萬 | 0.5% | −1,734−17.3% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 5,134 | $162.0 萬 | 0.5% | +102+2.0% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 9,675 | $156.0 萬 | 0.5% | +395+4.3% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 4,491 | $155.8 萬 | 0.5% | +399+9.8% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 5,455 | $152.9 萬 | 0.5% | −179−3.2% | 減碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 20,569 | $147.3 萬 | 0.5% | −1,051−4.9% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 7,985 | $141.7 萬 | 0.5% | +263+3.4% | 加碼 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 11,791 | $123.4 萬 | 0.4% | +7,757+192.3% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 4,139 | $113.0 萬 | 0.4% | −123−2.9% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 8,545 | $110.7 萬 | 0.4% | −1,045−10.9% | 減碼 | – |
| PFEPfizer Inc | Stock | 20,632 | $108.2 萬 | 0.4% | −1,144−5.3% | 減碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 10,469 | $106.5 萬 | 0.4% | −187−1.8% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 487 | $106.0 萬 | 0.3% | +18+3.8% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 26,215 | $104.0 萬 | 0.3% | −1,989−7.1% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 8,770 | $98.8 萬 | 0.3% | −174−1.9% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 6,157 | $93.3 萬 | 0.3% | −39−0.6% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,748 | $89.6 萬 | 0.3% | +115+2.5% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 6,196 | $89.1 萬 | 0.3% | −104−1.7% | 減碼 | 歷史 |
| EGEverest Group, Ltd. | COM | 3,033 | $85.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 5,602 | $75.2 萬 | 0.2% | +338+6.4% | 加碼 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 6,891 | $70.0 萬 | 0.2% | +29+0.4% | 加碼 | – |
| NOWServiceNow, Inc. | Stock | 1,401 | $66.6 萬 | 0.2% | +29+2.1% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 298 | $65.2 萬 | 0.2% | −2−0.7% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 9,846 | $61.5 萬 | 0.2% | −110−1.1% | 減碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 13,993 | $60.7 萬 | 0.2% | −3,672−20.8% | 減碼 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 7,615 | $60.3 萬 | 0.2% | −83−1.1% | 減碼 | – |
| WisdomTree Tr97717X131 | INTL QULTY DIV | 20,155 | $59.7 萬 | 0.2% | +20,155 | 新進 | – |
| AMDAdvanced Micro Devices Inc | Stock | 7,727 | $59.1 萬 | 0.2% | +8+0.1% | 加碼 | 歷史 |
| iShares Tr464288323 | NEW YORK MUN ETF | 10,358 | $54.5 萬 | 0.2% | −2,505−19.5% | 減碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 13,566 | $54.4 萬 | 0.2% | −313−2.3% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 3,707 | $53.2 萬 | 0.2% | +3+0.1% | 加碼 | – |
| ADBEAdobe Inc. | Stock | 1,450 | $53.1 萬 | 0.2% | +37+2.6% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 6,114 | $52.4 萬 | 0.2% | +462+8.2% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 7,962 | $50.1 萬 | 0.2% | +50+0.6% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 3,421 | $49.5 萬 | 0.2% | −479−12.3% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 2,814 | $49.4 萬 | 0.2% | +8+0.3% | 加碼 | – |
| BXBlackstone Inc. | COM | 5,227 | $47.7 萬 | 0.2% | +339+6.9% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 4,655 | $43.9 萬 | 0.1% | +319+7.4% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 3,992 | $42.8 萬 | 0.1% | +20+0.5% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,539 | $42.2 萬 | 0.1% | +28+1.9% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 3,232 | $41.3 萬 | 0.1% | +379+13.3% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 2,441 | $40.3 萬 | 0.1% | +142+6.2% | 加碼 | 歷史 |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 15,499 | $40.2 萬 | 0.1% | +307+2.0% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 2,607 | $39.9 萬 | 0.1% | +61+2.4% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 4,195 | $38.9 萬 | 0.1% | −133−3.1% | 減碼 | 歷史 |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 15,289 | $38.8 萬 | 0.1% | +424+2.9% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 1,545 | $38.1 萬 | 0.1% | +1,545 | 新進 | 歷史 |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 2,976 | $37.3 萬 | 0.1% | +2,976 | 新進 | – |
| ARK Innovation ETF00214Q104 | ETF | 9,040 | $36.1 萬 | 0.1% | +927+11.4% | 加碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 8,025 | $35.5 萬 | 0.1% | +838+11.7% | 加碼 | – |
| VZVerizon Communications Inc | Stock | 6,755 | $34.3 萬 | 0.1% | −875−11.5% | 減碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 1,720 | $34.1 萬 | 0.1% | +52+3.1% | 加碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 6,721 | $33.7 萬 | 0.1% | 00.0% | 不變 | – |
| MUMicron Technology Inc | Stock | 5,997 | $33.2 萬 | 0.1% | −21−0.3% | 減碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 4,648 | $32.5 萬 | 0.1% | −1,011−17.9% | 減碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2,740 | $32.5 萬 | 0.1% | +342+14.3% | 加碼 | – |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 11,287 | $32.4 萬 | 0.1% | −5,576−33.1% | 減碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 6,384 | $31.3 萬 | 0.1% | +6,384 | 新進 | – |
| PEPPepsiCo Inc | Stock | 1,837 | $30.6 萬 | 0.1% | +128+7.5% | 加碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 3,947 | $29.7 萬 | 0.1% | 00.0% | 不變 | – |
| HEHawaiian Electric Industries Inc | COM | 6,819 | $27.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LULUlululemon athletica inc. | Stock | 1,016 | $27.7 萬 | 0.1% | +18+1.8% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 7,040 | $27.6 萬 | 0.1% | −264−3.6% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 1,374 | $27.6 萬 | 0.1% | +66+5.0% | 加碼 | 歷史 |
選擇權（3 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。
2022 年第 1 季之後清倉（21 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| NFLXNetflix Inc | Stock | 1,041 | $39.0 萬 | 0.1% | 歷史 |
| ALGNAlign Technology Inc | COM | 677 | $29.5 萬 | 0.1% | 歷史 |
| XYZBlock, Inc. | CL A | 2,044 | $27.7 萬 | 0.1% | 歷史 |
| MELIMercadolibre Inc | COM | 221 | $26.3 萬 | 0.1% | 歷史 |
| SAFESafehold Inc. | COM | 4,444 | $24.6 萬 | 0.1% | 歷史 |
| EMREmerson Electric Co | Stock | 2,494 | $24.5 萬 | 0.1% | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 5,212 | $24.0 萬 | 0.1% | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 3,080 | $23.8 萬 | 0.1% | – |
| GDGeneral Dynamics Corp | Stock | 956 | $23.1 萬 | 0.1% | 歷史 |
| COSTCostco Wholesale Corp | Stock | 397 | $22.9 萬 | 0.1% | 歷史 |
| LBTYKLiberty Global Ltd. | SHS CL C | 8,824 | $22.9 萬 | 0.1% | 歷史 |
| PODDInsulet Corp | Stock | 819 | $21.8 萬 | 0.1% | 歷史 |
| ZTSZoetis Inc. | Stock | 1,153 | $21.7 萬 | 0.1% | 歷史 |
| MGAMagna International Inc | COM | 3,379 | $21.7 萬 | 0.1% | 歷史 |
| ASMLASML Holding NV | ADR | 319 | $21.3 萬 | 0.1% | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 3,781 | $21.1 萬 | 0.1% | 歷史 |
| PLDPrologis, Inc. | REIT | 1,297 | $20.9 萬 | 0.1% | 歷史 |
| Invesco Bulletshares 2022 HY Bd (BSJM)46138J874 | BULSHS 2022 HY | 9,082 | $20.8 萬 | 0.1% | – |
| iShares Tr464287721 | U.S. TECH ETF | 1,972 | $20.3 萬 | 0.1% | – |
| SPDR Index Shs FDS78463X772 | ST S&P INTL ETF | 5,217 | $20.2 萬 | 0.1% | – |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 730 | $20.1 萬 | 0.1% | – |