Revolve Wealth Partners, LLC
- SEC CIK
- 0001808992
- 最新申報
- 2026/7/9
2022 年第 3 季持倉
持倉截至 2022/9/30，2022/10/12 申報。只含多頭部位，變化是跟 2022 年第 2 季比股數。
- 持股檔數
- 130
- 較 2022 年第 2 季 −7
- 總值
- $2.99 億
- 較 2022 年第 2 季 −$493.2 萬 (−1.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 555,731 | $3,071 萬 | 10.3% | +8,358+1.5% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 553,593 | $2,345 萬 | 7.8% | +18,100+3.4% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 389,268 | $2,173 萬 | 7.3% | +32,523+9.1% | 加碼 | – |
| Alpha Architect ETF Tr02072L201 | INTL QUAN VALUE | 797,951 | $1,617 萬 | 5.4% | +66,826+9.1% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 467,237 | $1,314 萬 | 4.4% | +44,504+10.5% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 276,431 | $1,045 萬 | 3.5% | +5,856+2.2% | 加碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 169,898 | $1,028 萬 | 3.4% | −868−0.5% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 26,628 | $955.0 萬 | 3.2% | +785+3.0% | 加碼 | – |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 184,595 | $921.7 萬 | 3.1% | +36,849+24.9% | 加碼 | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 184,372 | $883.5 萬 | 3.0% | +9,223+5.3% | 加碼 | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 197,336 | $868.1 萬 | 2.9% | +26,494+15.5% | 加碼 | – |
| AAPLApple Inc. | Stock | 60,416 | $834.9 萬 | 2.8% | +135+0.2% | 加碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 79,093 | $811.3 萬 | 2.7% | +6,276+8.6% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 124,004 | $653.1 萬 | 2.2% | −509−0.4% | 減碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 130,799 | $592.7 萬 | 2.0% | +5,648+4.5% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 21,021 | $489.6 萬 | 1.6% | +650+3.2% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 16,608 | $440.5 萬 | 1.5% | +408+2.5% | 加碼依 3 比 1 拆股換算 | 歷史 |
| AMZNAmazon Com Inc | Stock | 38,634 | $436.6 萬 | 1.5% | +294+0.8% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 18,978 | $427.8 萬 | 1.4% | +69+0.4% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 17,291 | $379.1 萬 | 1.3% | −416−2.3% | 減碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 52,120 | $378.2 萬 | 1.3% | +15,372+41.8% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 42,524 | $370.8 萬 | 1.2% | +803+1.9% | 加碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 65,991 | $317.7 萬 | 1.1% | −7,048−9.6% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 16,186 | $304.3 萬 | 1.0% | −146−0.9% | 減碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 53,854 | $246.5 萬 | 0.8% | −1,162−2.1% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 4,521 | $228.3 萬 | 0.8% | +42+0.9% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 13,541 | $223.3 萬 | 0.7% | +1,168+9.4% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 12,582 | $215.0 萬 | 0.7% | +114+0.9% | 加碼 | – |
| CLColgate Palmolive Co | Stock | 30,270 | $212.6 萬 | 0.7% | +30,270 | 新進 | 歷史 |
| Invesco Exch Traded FD Tr II46138E719 | BLOO EN ANGE ETF | 122,273 | $200.9 萬 | 0.7% | +5,398+4.6% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,588 | $199.6 萬 | 0.7% | −449−7.4% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 53,104 | $193.1 萬 | 0.6% | −1,880−3.4% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 8,979 | $188.9 萬 | 0.6% | +1,059+13.4% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 8,741 | $187.0 萬 | 0.6% | +699+8.7% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 4,135 | $166.1 萬 | 0.6% | −104−2.5% | 減碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 24,337 | $161.7 萬 | 0.5% | +3,768+18.3% | 加碼 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 31,570 | $160.8 萬 | 0.5% | −5,649−15.2% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 5,353 | $143.1 萬 | 0.5% | −102−1.9% | 減碼 | – |
| VVisa Inc. | Stock | 7,950 | $141.2 萬 | 0.5% | −331−4.0% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 4,929 | $140.2 萬 | 0.5% | −205−4.0% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 4,104 | $134.7 萬 | 0.5% | −387−8.6% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 8,192 | $133.8 萬 | 0.4% | +207+2.6% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 26,106 | $131.3 萬 | 0.4% | −21,853−45.6% | 減碼 | – |
| WisdomTree Tr97717X131 | INTL QULTY DIV | 47,872 | $126.0 萬 | 0.4% | +27,717+137.5% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 9,078 | $123.2 萬 | 0.4% | −597−6.2% | 減碼 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 11,235 | $115.3 萬 | 0.4% | −556−4.7% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 4,299 | $114.8 萬 | 0.4% | +160+3.9% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 10,539 | $110.1 萬 | 0.4% | +1,769+20.2% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 10,747 | $102.8 萬 | 0.3% | +1,007+10.3% | 加碼依 20 比 1 拆股換算 | 歷史 |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 26,155 | $100.9 萬 | 0.3% | −60−0.2% | 減碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 8,081 | $98.4 萬 | 0.3% | −464−5.4% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 10,010 | $96.4 萬 | 0.3% | −459−4.4% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,918 | $88.3 萬 | 0.3% | +170+3.6% | 加碼 | – |
| PFEPfizer Inc | Stock | 19,907 | $87.1 萬 | 0.3% | −725−3.5% | 減碼 | 歷史 |
| EGEverest Group, Ltd. | COM | 3,032 | $79.6 萬 | 0.3% | −10.0% | 減碼 | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 20,584 | $79.3 萬 | 0.3% | +6,591+47.1% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 6,236 | $78.7 萬 | 0.3% | +40+0.6% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 6,206 | $75.3 萬 | 0.3% | +49+0.8% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 7,822 | $68.3 萬 | 0.2% | +1,708+27.9% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 6,995 | $67.3 萬 | 0.2% | +1,035+17.4% | 加碼依 20 比 1 拆股換算 | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 6,815 | $65.5 萬 | 0.2% | −76−1.1% | 減碼 | – |
| CVXChevron Corp | Stock | 4,310 | $61.9 萬 | 0.2% | +889+26.0% | 加碼 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 7,615 | $59.7 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 4,237 | $57.3 萬 | 0.2% | +530+14.3% | 加碼 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 9,374 | $54.8 萬 | 0.2% | −472−4.8% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 1,880 | $51.9 萬 | 0.2% | +341+22.2% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 4,056 | $51.6 萬 | 0.2% | −1,546−27.6% | 減碼 | – |
| KOCoca Cola Co | Stock | 9,071 | $50.8 萬 | 0.2% | +1,109+13.9% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 5,332 | $50.3 萬 | 0.2% | +677+14.5% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 5,930 | $49.6 萬 | 0.2% | +703+13.4% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 5,179 | $49.4 萬 | 0.2% | +984+23.5% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 2,083 | $48.1 萬 | 0.2% | +538+34.8% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 1,253 | $47.3 萬 | 0.2% | −148−10.6% | 減碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 13,566 | $47.3 萬 | 0.2% | 00.0% | 不變 | – |
| AMDAdvanced Micro Devices Inc | Stock | 7,353 | $46.6 萬 | 0.2% | −374−4.8% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 2,714 | $46.3 萬 | 0.2% | −100−3.6% | 減碼 | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 6,327 | $42.4 萬 | 0.1% | +3,335+111.5% | 加碼 | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 8,814 | $40.6 萬 | 0.1% | +3,484+65.4% | 加碼 | – |
| PYPLPayPal Holdings, Inc. | Stock | 4,442 | $38.2 萬 | 0.1% | −206−4.4% | 減碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 4,096 | $38.1 萬 | 0.1% | +104+2.6% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 1,282 | $35.3 萬 | 0.1% | −168−11.6% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,612 | $35.1 萬 | 0.1% | +5+0.2% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 2,053 | $33.5 萬 | 0.1% | +216+11.8% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 2,552 | $33.1 萬 | 0.1% | +721+39.4% | 加碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 7,808 | $32.8 萬 | 0.1% | −217−2.7% | 減碼 | – |
| QCOMQualcomm Inc | Stock | 2,900 | $32.8 萬 | 0.1% | −332−10.3% | 減碼 | 歷史 |
| ARK Innovation ETF00214Q104 | ETF | 8,328 | $31.4 萬 | 0.1% | −712−7.9% | 減碼 | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 13,864 | $31.1 萬 | 0.1% | −1,425−9.3% | 減碼 | – |
| CRMSalesforce, Inc. | Stock | 2,146 | $30.9 萬 | 0.1% | −295−12.1% | 減碼 | 歷史 |
| Nushares ETF Tr67092P409 | NUVEEN ESG MIDCP | 9,350 | $30.8 萬 | 0.1% | +2,764+42.0% | 加碼 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2,740 | $30.6 萬 | 0.1% | 00.0% | 不變 | – |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 12,907 | $30.3 萬 | 0.1% | −2,592−16.7% | 減碼 | – |
| MUMicron Technology Inc | Stock | 5,983 | $30.0 萬 | 0.1% | −14−0.2% | 減碼 | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 6,044 | $28.8 萬 | 0.1% | +938+18.4% | 加碼 | – |
| VZVerizon Communications Inc | Stock | 7,495 | $28.5 萬 | 0.1% | +740+11.0% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 874 | $28.3 萬 | 0.1% | +64+7.9% | 加碼 | 歷史 |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 11,207 | $27.6 萬 | 0.1% | −80−0.7% | 減碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 3,832 | $27.3 萬 | 0.1% | −115−2.9% | 減碼 | – |
| MRKMerck & Co., Inc. | Stock | 3,162 | $27.2 萬 | 0.1% | +891+39.2% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 8,904 | $26.9 萬 | 0.1% | +710+8.7% | 加碼 | 歷史 |
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。
2022 年第 2 季之後清倉（13 檔）
2022 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 2 季股數 | 2022 年第 2 季市值 | 2022 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 6,721 | $33.7 萬 | 0.1% | – |
| CMCSAComcast Corp | Stock | 7,040 | $27.6 萬 | 0.1% | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 2,689 | $25.4 萬 | 0.1% | – |
| iShares S&P 500 Value ETF464287408 | ETF | 1,765 | $24.3 萬 | 0.1% | – |
| Invesco Exch TRD SLF Idx FD46138J858 | BULSHS 2023 HY | 10,546 | $24.2 萬 | 0.1% | – |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 11,463 | $23.8 萬 | 0.1% | – |
| Invesco Exch TRD SLF Idx FD46138J866 | BULSHS 2023 CB | 11,215 | $23.5 萬 | 0.1% | – |
| Invesco Exch TRD SLF Idx FD46138J882 | BULSHS 2022 CB | 10,840 | $23.0 萬 | 0.1% | – |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 11,031 | $22.5 萬 | 0.1% | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 3,014 | $21.6 萬 | 0.1% | – |
| FDXFedEx Corp | Stock | 902 | $20.4 萬 | 0.1% | 歷史 |
| SHOPShopify Inc. | Stock | 6,500 | $20.3 萬 | 0.1% | 歷史 |
| LENLennar Corp | CL A | 2,833 | $20.0 萬 | 0.1% | 歷史 |