Revolve Wealth Partners, LLC
- SEC CIK
- 0001808992
- 最新申報
- 2026/7/9
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/4/6 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 140
- 較 2022 年第 4 季 −3
- 總值
- $3.93 億
- 較 2022 年第 4 季 +$4,369 萬 (+12.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 219,047 | $4,471 萬 | 11.4% | +170,497+351.2% | 加碼 | – |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 359,928 | $2,227 萬 | 5.7% | −165,817−31.5% | 減碼 | – |
| Alpha Architect ETF Tr02072L201 | INTL QUAN VALUE | 924,486 | $2,169 萬 | 5.5% | +64,560+7.5% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 532,690 | $1,854 萬 | 4.7% | +24,627+4.8% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 346,624 | $1,677 萬 | 4.3% | −190,937−35.5% | 減碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 236,239 | $1,540 萬 | 3.9% | −154,263−39.5% | 減碼 | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 525,070 | $1,315 萬 | 3.3% | −8,188−1.5% | 減碼依 2 比 1 拆股換算 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 112,362 | $1,211 萬 | 3.1% | +1,377+1.2% | 加碼 | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 247,550 | $1,159 萬 | 2.9% | +13,263+5.7% | 加碼 | – |
| AAPLApple Inc. | Stock | 59,655 | $983.7 萬 | 2.5% | −1,412−2.3% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 22,610 | $929.4 萬 | 2.4% | −3,206−12.4% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 135,622 | $906.6 萬 | 2.3% | −190.0% | 減碼 | – |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 174,963 | $905.3 萬 | 2.3% | +30,077+20.8% | 加碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 191,379 | $897.8 萬 | 2.3% | +16,836+9.6% | 加碼 | – |
| Alpha Architect ETF Tr02072L409 | US QUAN MOMENTUM | 190,714 | $859.7 萬 | 2.2% | +128,397+206.0% | 加碼 | – |
| Alpha Architect ETF Tr02072L771 | SPARKLINE INTANG | 378,120 | $849.4 萬 | 2.2% | +256,500+210.9% | 加碼 | – |
| Cambria ETF Tr132061201 | SHSHLD YIELD ETF | 143,890 | $844.6 萬 | 2.1% | +96,065+200.9% | 加碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 119,539 | $811.1 萬 | 2.1% | −55,664−31.8% | 減碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 85,414 | $800.2 萬 | 2.0% | +15,242+21.7% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 162,494 | $681.3 萬 | 1.7% | −99,148−37.9% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 21,188 | $610.8 萬 | 1.6% | +250+1.2% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 17,241 | $416.8 萬 | 1.1% | −121−0.7% | 減碼 | 歷史 |
| American Centy ETF Tr025072877 | US SML CP VALU | 54,402 | $402.9 萬 | 1.0% | +33,088+155.2% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 37,212 | $384.4 萬 | 1.0% | −803−2.1% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 14,456 | $360.6 萬 | 0.9% | +368+2.6% | 加碼 | – |
| TSLATesla, Inc. | Stock | 17,229 | $357.4 萬 | 0.9% | +1,435+9.1% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 15,477 | $326.4 萬 | 0.8% | −1,145−6.9% | 減碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 58,249 | $321.6 萬 | 0.8% | −151−0.3% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E719 | BLOO EN ANGE ETF | 176,791 | $309.6 萬 | 0.8% | +17,380+10.9% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 29,079 | $281.2 萬 | 0.7% | −9,249−24.1% | 減碼 | – |
| WisdomTree Tr97717X131 | INTL QULTY DIV | 77,915 | $263.9 萬 | 0.7% | +8,324+12.0% | 加碼 | – |
| EQIXEquinix Inc | COM | 3,601 | $259.6 萬 | 0.7% | +3,601 | 新進 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 56,233 | $254.0 萬 | 0.6% | +3,150+5.9% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 10,102 | $252.7 萬 | 0.6% | −4,205−29.4% | 減碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 34,057 | $249.2 萬 | 0.6% | +3,147+10.2% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 12,110 | $229.6 萬 | 0.6% | −614−4.8% | 減碼 | – |
| CLColgate Palmolive Co | Stock | 29,320 | $220.3 萬 | 0.6% | −1,028−3.4% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 4,552 | $215.1 萬 | 0.5% | −111−2.4% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,173 | $211.8 萬 | 0.5% | −79−1.5% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 11,563 | $206.3 萬 | 0.5% | −288−2.4% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 7,948 | $194.2 萬 | 0.5% | −685−7.9% | 減碼 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 31,260 | $193.7 萬 | 0.5% | +334+1.1% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 9,016 | $191.1 萬 | 0.5% | +1,514+20.2% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 6,818 | $189.4 萬 | 0.5% | +176+2.6% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 4,080 | $187.0 萬 | 0.5% | −50−1.2% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 4,678 | $175.9 萬 | 0.4% | −262−5.3% | 減碼 | – |
| MAMastercard Inc | Stock | 4,732 | $172.0 萬 | 0.4% | −186−3.8% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 5,306 | $170.3 萬 | 0.4% | −19−0.4% | 減碼 | – |
| VVisa Inc. | Stock | 7,529 | $169.7 萬 | 0.4% | −559−6.9% | 減碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 28,286 | $143.3 萬 | 0.4% | −30,961−52.3% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 4,637 | $143.2 萬 | 0.4% | −164−3.4% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 12,837 | $133.2 萬 | 0.3% | +1,178+10.1% | 加碼 | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 27,304 | $132.5 萬 | 0.3% | +2,875+11.8% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 9,137 | $119.1 萬 | 0.3% | −39−0.4% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 7,293 | $113.0 萬 | 0.3% | −634−8.0% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 24,442 | $107.4 萬 | 0.3% | −1,340−5.2% | 減碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 8,010 | $107.4 萬 | 0.3% | +136+1.7% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 6,650 | $98.9 萬 | 0.3% | +361+5.7% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 18,948 | $96.2 萬 | 0.2% | −2,504−11.7% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 9,003 | $89.7 萬 | 0.2% | +135+1.5% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J866 | BULSHS 2023 CB | 41,212 | $86.9 萬 | 0.2% | +10,786+35.4% | 加碼 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 7,877 | $82.5 萬 | 0.2% | −1,276−13.9% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 7,863 | $81.8 萬 | 0.2% | +300+4.0% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 19,239 | $78.5 萬 | 0.2% | −3,129−14.0% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 6,555 | $71.9 萬 | 0.2% | +92+1.4% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 7,261 | $71.2 萬 | 0.2% | −348−4.6% | 減碼 | 歷史 |
| iShares Tr464288323 | NEW YORK MUN ETF | 12,745 | $68.2 萬 | 0.2% | +12,745 | 新進 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 4,628 | $66.9 萬 | 0.2% | −1,163−20.1% | 減碼 | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 11,860 | $66.1 萬 | 0.2% | +850+7.7% | 加碼 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 7,188 | $65.4 萬 | 0.2% | −31−0.4% | 減碼 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 6,136 | $65.2 萬 | 0.2% | −312−4.8% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 31,041 | $63.9 萬 | 0.2% | +7,380+31.2% | 加碼 | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 8,194 | $63.9 萬 | 0.2% | +600+7.9% | 加碼 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 9,203 | $60.4 萬 | 0.2% | +379+4.3% | 加碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 15,017 | $59.3 萬 | 0.2% | −306−2.0% | 減碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 7,689 | $56.8 萬 | 0.1% | +1,679+27.9% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 1,888 | $52.8 萬 | 0.1% | +58+3.2% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 3,420 | $52.7 萬 | 0.1% | −616−15.3% | 減碼 | – |
| CVXChevron Corp | Stock | 3,180 | $51.9 萬 | 0.1% | −81−2.5% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,712 | $50.5 萬 | 0.1% | −173−9.2% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 2,534 | $49.4 萬 | 0.1% | 00.0% | 不變 | – |
| UBERUber Technologies, Inc | Stock | 14,902 | $47.2 萬 | 0.1% | +586+4.1% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,935 | $46.8 萬 | 0.1% | −13−0.4% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 7,485 | $46.4 萬 | 0.1% | −1,436−16.1% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 975 | $45.3 萬 | 0.1% | −156−13.8% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 1,166 | $44.9 萬 | 0.1% | −172−12.9% | 減碼 | 歷史 |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 16,131 | $44.9 萬 | 0.1% | +56+0.3% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 21,472 | $43.5 萬 | 0.1% | +21,472 | 新進 | – |
| BXBlackstone Inc. | COM | 4,917 | $43.2 萬 | 0.1% | −1,376−21.9% | 減碼 | 歷史 |
| SHOPShopify Inc. | Stock | 8,384 | $40.2 萬 | 0.1% | −19−0.2% | 減碼 | 歷史 |
| Nushares ETF Tr67092P409 | NUVEEN ESG MIDCP | 10,160 | $38.8 萬 | 0.1% | +318+3.2% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J858 | BULSHS 2023 HY | 16,347 | $38.5 萬 | 0.1% | +2,168+15.3% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 3,580 | $38.1 萬 | 0.1% | −320−8.2% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 2,077 | $37.9 萬 | 0.1% | −107−4.9% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 3,767 | $37.7 萬 | 0.1% | −689−15.5% | 減碼 | 歷史 |
| MUMicron Technology Inc | Stock | 6,133 | $37.0 萬 | 0.1% | −168−2.7% | 減碼 | 歷史 |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 5,010 | $36.0 萬 | 0.1% | +442+9.7% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 723 | $35.9 萬 | 0.1% | +63+9.5% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 3,703 | $35.7 萬 | 0.1% | +123+3.4% | 加碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 7,415 | $35.5 萬 | 0.1% | −821−10.0% | 減碼 | – |
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。
2022 年第 4 季之後清倉（10 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| QCOMQualcomm Inc | Stock | 2,538 | $27.9 萬 | 0.1% | 歷史 |
| LULUlululemon athletica inc. | Stock | 796 | $25.5 萬 | 0.1% | 歷史 |
| GDGeneral Dynamics Corp | Stock | 952 | $23.6 萬 | 0.1% | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,599 | $22.5 萬 | 0.1% | 歷史 |
| NEENextera Energy Inc | Stock | 2,507 | $21.0 萬 | 0.1% | 歷史 |
| ORCLOracle Corp | Stock | 2,543 | $20.8 萬 | 0.1% | 歷史 |
| HONHoneywell International Inc | COM | 963 | $20.6 萬 | 0.1% | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 1,888 | $20.4 萬 | 0.1% | – |
| WFCWells Fargo & Company | Stock | 4,879 | $20.1 萬 | 0.1% | 歷史 |
| FFord Motor Co | Stock | 13,577 | $15.8 萬 | <0.1% | 歷史 |