Revolve Wealth Partners, LLC
- SEC CIK
- 0001808992
- 最新申報
- 2026/7/9
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/1/17 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 143
- 較 2022 年第 3 季 +13
- 總值
- $3.49 億
- 較 2022 年第 3 季 +$5,021 萬 (+16.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 525,745 | $3,257 萬 | 9.3% | −29,986−5.4% | 減碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 537,561 | $2,427 萬 | 6.9% | −16,032−2.9% | 減碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 390,502 | $2,170 萬 | 6.2% | +1,234+0.3% | 加碼 | – |
| Alpha Architect ETF Tr02072L201 | INTL QUAN VALUE | 859,926 | $1,884 萬 | 5.4% | +61,975+7.8% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 508,063 | $1,636 萬 | 4.7% | +40,826+8.7% | 加碼 | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 266,629 | $1,306 萬 | 3.7% | +82,257+44.6% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 110,985 | $1,171 萬 | 3.4% | +31,892+40.3% | 加碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 175,203 | $1,150 萬 | 3.3% | +5,305+3.1% | 加碼 | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 234,287 | $1,069 萬 | 3.1% | +36,951+18.7% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 261,642 | $1,060 萬 | 3.0% | −14,789−5.3% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 25,816 | $991.9 萬 | 2.8% | −812−3.0% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 48,550 | $928.2 萬 | 2.7% | +43,632+887.2% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 135,641 | $836.1 萬 | 2.4% | +11,637+9.4% | 加碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 174,543 | $796.8 萬 | 2.3% | +43,744+33.4% | 加碼 | – |
| AAPLApple Inc. | Stock | 61,067 | $793.4 萬 | 2.3% | +651+1.1% | 加碼 | 歷史 |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 144,886 | $732.4 萬 | 2.1% | −39,709−21.5% | 減碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 70,172 | $587.8 萬 | 1.7% | +18,052+34.6% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 20,938 | $502.1 萬 | 1.4% | −83−0.4% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 17,362 | $456.0 萬 | 1.3% | −1,616−8.5% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 38,328 | $362.7 萬 | 1.0% | −4,196−9.9% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 14,307 | $346.1 萬 | 1.0% | −2,984−17.3% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 16,622 | $338.8 萬 | 1.0% | +436+2.7% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 38,015 | $319.3 萬 | 0.9% | −619−1.6% | 減碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 58,400 | $302.0 萬 | 0.9% | +4,546+8.4% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 14,088 | $300.2 萬 | 0.9% | +5,347+61.2% | 加碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 59,247 | $293.2 萬 | 0.8% | −6,744−10.2% | 減碼 | – |
| Alpha Architect ETF Tr02072L409 | US QUAN MOMENTUM | 62,317 | $286.2 萬 | 0.8% | +62,317 | 新進 | – |
| Cambria ETF Tr132061201 | SHSHLD YIELD ETF | 47,825 | $283.7 萬 | 0.8% | +47,825 | 新進 | – |
| Invesco Exch Traded FD Tr II46138E719 | BLOO EN ANGE ETF | 159,411 | $272.9 萬 | 0.8% | +37,138+30.4% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 4,663 | $247.2 萬 | 0.7% | +142+3.1% | 加碼 | 歷史 |
| Alpha Architect ETF Tr02072L771 | SPARKLINE INTANG | 121,620 | $243.9 萬 | 0.7% | +121,620 | 新進 | – |
| CLColgate Palmolive Co | Stock | 30,348 | $239.1 萬 | 0.7% | +78+0.3% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 12,724 | $233.5 萬 | 0.7% | +142+1.1% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 30,910 | $233.5 萬 | 0.7% | +6,573+27.0% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 53,083 | $222.8 萬 | 0.6% | −210.0% | 減碼 | – |
| WisdomTree Tr97717X131 | INTL QULTY DIV | 69,591 | $213.0 萬 | 0.6% | +21,719+45.4% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 11,851 | $206.6 萬 | 0.6% | −1,690−12.5% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,252 | $200.8 萬 | 0.6% | −336−6.0% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 15,794 | $194.5 萬 | 0.6% | −814−4.9% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 8,633 | $185.0 萬 | 0.5% | −346−3.9% | 減碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 4,130 | $182.9 萬 | 0.5% | −5−0.1% | 減碼 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 30,926 | $179.0 萬 | 0.5% | −644−2.0% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 4,940 | $173.6 萬 | 0.5% | +836+20.4% | 加碼 | – |
| MAMastercard Inc | Stock | 4,918 | $171.0 萬 | 0.5% | −11−0.2% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 8,088 | $168.0 萬 | 0.5% | +138+1.7% | 加碼 | 歷史 |
| American Centy ETF Tr025072877 | US SML CP VALU | 21,314 | $158.8 萬 | 0.5% | +21,314 | 新進 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 4,801 | $148.3 萬 | 0.4% | +502+11.7% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 5,325 | $141.8 萬 | 0.4% | −28−0.5% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 7,927 | $140.0 萬 | 0.4% | −265−3.2% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 9,176 | $123.1 萬 | 0.4% | −1,363−12.9% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 22,368 | $114.6 萬 | 0.3% | +2,461+12.4% | 加碼 | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 24,429 | $112.1 萬 | 0.3% | +3,845+18.7% | 加碼 | – |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 25,782 | $109.6 萬 | 0.3% | −373−1.4% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 21,452 | $108.4 萬 | 0.3% | −4,654−17.8% | 減碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 7,874 | $106.5 萬 | 0.3% | −207−2.6% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 11,659 | $102.9 萬 | 0.3% | +912+8.5% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 6,642 | $97.1 萬 | 0.3% | +436+7.0% | 加碼 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 9,153 | $95.4 萬 | 0.3% | −2,082−18.5% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 6,289 | $95.3 萬 | 0.3% | +53+0.8% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 7,502 | $90.3 萬 | 0.3% | −1,576−17.4% | 減碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 8,868 | $86.0 萬 | 0.2% | −1,142−11.4% | 減碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 5,791 | $81.8 萬 | 0.2% | +1,735+42.8% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 6,463 | $71.3 萬 | 0.2% | −1,359−17.4% | 減碼 | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 6,448 | $67.9 萬 | 0.2% | −367−5.4% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 7,563 | $67.1 萬 | 0.2% | +568+8.1% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J866 | BULSHS 2023 CB | 30,426 | $63.8 萬 | 0.2% | +30,426 | 新進 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 4,036 | $61.3 萬 | 0.2% | −201−4.7% | 減碼 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 7,219 | $60.4 萬 | 0.2% | −396−5.2% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 1,885 | $59.5 萬 | 0.2% | +5+0.3% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 3,261 | $58.5 萬 | 0.2% | −1,049−24.3% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 8,824 | $58.3 萬 | 0.2% | −550−5.9% | 減碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 15,323 | $58.1 萬 | 0.2% | +1,757+13.0% | 加碼 | – |
| KOCoca Cola Co | Stock | 8,921 | $56.7 萬 | 0.2% | −150−1.7% | 減碼 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 7,594 | $54.5 萬 | 0.2% | +1,267+20.0% | 加碼 | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 11,010 | $53.8 萬 | 0.2% | +2,196+24.9% | 加碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 7,609 | $49.3 萬 | 0.1% | +256+3.5% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 23,661 | $48.5 萬 | 0.1% | +23,661 | 新進 | – |
| MCDMcDonalds Corp | Stock | 1,830 | $48.2 萬 | 0.1% | −253−12.1% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,948 | $47.6 萬 | 0.1% | +336+12.9% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 6,293 | $46.7 萬 | 0.1% | +363+6.1% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 2,534 | $45.6 萬 | 0.1% | −180−6.6% | 減碼 | – |
| ADBEAdobe Inc. | Stock | 1,338 | $45.0 萬 | 0.1% | +56+4.4% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 1,131 | $43.9 萬 | 0.1% | −122−9.7% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 3,900 | $43.3 萬 | 0.1% | +738+23.3% | 加碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 6,010 | $43.2 萬 | 0.1% | +2,178+56.8% | 加碼 | – |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 16,075 | $42.9 萬 | 0.1% | +4,868+43.4% | 加碼 | – |
| CVSCVS Health Corp | Stock | 4,542 | $42.3 萬 | 0.1% | −637−12.3% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 2,831 | $40.1 萬 | 0.1% | +279+10.9% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 12,034 | $39.9 萬 | 0.1% | +3,130+35.2% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 2,184 | $39.5 萬 | 0.1% | +131+6.4% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 4,456 | $38.7 萬 | 0.1% | −876−16.4% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,025 | $37.5 萬 | 0.1% | +151+17.3% | 加碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 8,236 | $36.9 萬 | 0.1% | +428+5.5% | 加碼 | – |
| DUKDuke Energy CORP | Stock | 3,580 | $36.9 萬 | 0.1% | −516−12.6% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 14,316 | $35.4 萬 | 0.1% | +14,316 | 新進 | 歷史 |
| Nushares ETF Tr67092P409 | NUVEEN ESG MIDCP | 9,842 | $34.6 萬 | 0.1% | +492+5.3% | 加碼 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2,740 | $34.3 萬 | 0.1% | 00.0% | 不變 | – |
| Invesco Exch TRD SLF Idx FD46138J858 | BULSHS 2023 HY | 14,179 | $33.1 萬 | 0.1% | +14,179 | 新進 | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 4,027 | $32.8 萬 | 0.1% | +4,027 | 新進 | – |
| CMCSAComcast Corp | Stock | 9,170 | $32.1 萬 | 0.1% | +9,170 | 新進 | 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 3 季之後清倉（13 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 3 季股數 | 2022 年第 3 季市值 | 2022 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| EGEverest Group, Ltd. | COM | 3,032 | $79.6 萬 | 0.3% | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 164 | $24.6 萬 | 0.1% | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 5,416 | $23.3 萬 | 0.1% | – |
| CCitigroup Inc | Stock | 5,541 | $23.1 萬 | 0.1% | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 3,085 | $22.9 萬 | 0.1% | – |
| GMGeneral Motors Co | COM | 6,715 | $21.5 萬 | 0.1% | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 2,559 | $21.1 萬 | 0.1% | 歷史 |
| iShares Tr464288323 | NEW YORK MUN ETF | 4,029 | $20.4 萬 | 0.1% | – |
| INTCIntel Corp | Stock | 7,820 | $20.2 萬 | 0.1% | 歷史 |
| TAT&T Inc. | Stock | 10,484 | $16.1 萬 | 0.1% | 歷史 |
| VODVodafone Group Public Ltd Co | ADR | 13,739 | $15.6 萬 | 0.1% | 歷史 |
| Safehold Inc.45031U101 | COM | 16,014 | $14.8 萬 | <0.1% | – |
| LUMNLumen Technologies, Inc. | Stock | 17,125 | $12.5 萬 | <0.1% | 歷史 |