Revolve Wealth Partners, LLC
- SEC CIK
- 0001808992
- 最新申報
- 2026/7/9
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/7/20 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 146
- 較 2023 年第 1 季 +6
- 總值
- $4.27 億
- 較 2023 年第 1 季 +$3,394 萬 (+8.6%)
| 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 | 342,802 | $7,551 萬 | 17.7% | +123,755+56.5% | 加碼 | – |
| Alpha Architect ETF Tr02072L201 | INTL QUAN VALUE | 962,145 | $2,290 萬 | 5.4% | +37,659+4.1% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 543,829 | $1,939 萬 | 4.5% | +11,139+2.1% | 加碼 | – |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 236,999 | $1,507 萬 | 3.5% | −122,929−34.2% | 減碼 | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 574,675 | $1,437 萬 | 3.4% | +49,605+9.4% | 加碼 | – |
| Alpha Architect ETF Tr02072L409 | US QUAN MOMENTUM | 298,222 | $1,386 萬 | 3.2% | +107,508+56.4% | 加碼 | – |
| Cambria ETF Tr132061201 | SHSHLD YIELD ETF | 225,677 | $1,380 萬 | 3.2% | +81,787+56.8% | 加碼 | – |
| Alpha Architect ETF Tr02072L771 | SPARKLINE INTANG | 568,254 | $1,376 萬 | 3.2% | +190,134+50.3% | 加碼 | – |
| AAPLApple Inc. | Stock | 60,960 | $1,182 萬 | 2.8% | +1,305+2.2% | 加碼 | 歷史 |
| SPDR Series Trust78468R721 | STATE STREET SPD | 254,569 | $1,175 萬 | 2.8% | +7,019+2.8% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 109,142 | $1,165 萬 | 2.7% | −3,220−2.9% | 減碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 191,393 | $1,002 萬 | 2.3% | −155,231−44.8% | 減碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 213,754 | $986.7 萬 | 2.3% | +22,375+11.7% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 126,800 | $950.4 萬 | 2.2% | −109,439−46.3% | 減碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 96,518 | $920.9 萬 | 2.2% | +11,104+13.0% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 19,945 | $889.0 萬 | 2.1% | −2,665−11.8% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 131,024 | $884.4 萬 | 2.1% | −4,598−3.4% | 減碼 | – |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 171,829 | $882.2 萬 | 2.1% | −3,134−1.8% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 22,109 | $752.9 萬 | 1.8% | +921+4.3% | 加碼 | 歷史 |
| American Centy ETF Tr025072877 | US SML CP VALU | 71,016 | $551.2 萬 | 1.3% | +16,614+30.5% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 38,896 | $507.0 萬 | 1.2% | +1,684+4.5% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 16,186 | $423.7 萬 | 1.0% | −1,043−6.1% | 減碼 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 57,796 | $410.5 萬 | 1.0% | −61,743−51.7% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 13,668 | $386.7 萬 | 0.9% | −788−5.5% | 減碼 | – |
| AMGNAmgen Inc | Stock | 17,286 | $383.8 萬 | 0.9% | +45+0.3% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E719 | BLOO EN ANGE ETF | 195,726 | $342.1 萬 | 0.8% | +18,935+10.7% | 加碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 57,903 | $324.7 萬 | 0.8% | −346−0.6% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 13,987 | $307.9 萬 | 0.7% | −1,490−9.6% | 減碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 68,219 | $298.8 萬 | 0.7% | −94,275−58.0% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 7,034 | $297.5 萬 | 0.7% | +216+3.2% | 加碼 | 歷史 |
| WisdomTree Tr97717X131 | INTL QULTY DIV | 77,393 | $266.3 萬 | 0.6% | −522−0.7% | 減碼 | – |
| EQIXEquinix Inc | COM | 3,365 | $263.8 萬 | 0.6% | −236−6.6% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 9,058 | $259.9 萬 | 0.6% | +42+0.5% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 54,023 | $249.5 萬 | 0.6% | −2,210−3.9% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 23,971 | $238.9 萬 | 0.6% | −5,108−17.6% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 4,712 | $226.5 萬 | 0.5% | +160+3.5% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 4,984 | $220.9 萬 | 0.5% | −189−3.7% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 28,126 | $216.7 萬 | 0.5% | −1,194−4.1% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 10,886 | $216.5 萬 | 0.5% | −1,224−10.1% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 8,249 | $215.7 萬 | 0.5% | −1,853−18.3% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 11,455 | $214.5 萬 | 0.5% | −108−0.9% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 7,493 | $206.2 萬 | 0.5% | −455−5.7% | 減碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 27,646 | $200.8 萬 | 0.5% | −6,411−18.8% | 減碼 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 31,726 | $198.7 萬 | 0.5% | +466+1.5% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 3,983 | $190.7 萬 | 0.4% | −97−2.4% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 4,765 | $187.4 萬 | 0.4% | +33+0.7% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 4,548 | $185.2 萬 | 0.4% | −130−2.8% | 減碼 | – |
| VVisa Inc. | Stock | 7,662 | $181.9 萬 | 0.4% | +133+1.8% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 4,491 | $165.9 萬 | 0.4% | −815−15.4% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 4,759 | $162.3 萬 | 0.4% | +122+2.6% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 13,207 | $158.1 萬 | 0.4% | +370+2.9% | 加碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 28,262 | $141.9 萬 | 0.3% | −24−0.1% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 9,344 | $135.9 萬 | 0.3% | +207+2.3% | 加碼 | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 27,098 | $132.6 萬 | 0.3% | −206−0.8% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 7,694 | $127.4 萬 | 0.3% | +401+5.5% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 23,987 | $110.1 萬 | 0.3% | −455−1.9% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 8,732 | $105.6 萬 | 0.2% | +869+11.1% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 7,363 | $101.9 萬 | 0.2% | −647−8.1% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 6,602 | $100.2 萬 | 0.2% | −48−0.7% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J866 | BULSHS 2023 CB | 41,212 | $87.2 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 7,877 | $82.0 萬 | 0.2% | 00.0% | 不變 | – |
| AMDAdvanced Micro Devices Inc | Stock | 7,108 | $81.0 萬 | 0.2% | −153−2.1% | 減碼 | 歷史 |
| iShares Tr464288323 | NEW YORK MUN ETF | 15,145 | $80.7 萬 | 0.2% | +2,400+18.8% | 加碼 | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 12,788 | $79.6 萬 | 0.2% | +928+7.8% | 加碼 | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 9,028 | $76.0 萬 | 0.2% | +834+10.2% | 加碼 | – |
| PFEPfizer Inc | Stock | 20,391 | $74.8 萬 | 0.2% | +1,152+6.0% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 6,479 | $69.5 萬 | 0.2% | −76−1.2% | 減碼 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 7,188 | $69.5 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 6,136 | $67.4 萬 | 0.2% | 00.0% | 不變 | – |
| UBERUber Technologies, Inc | Stock | 14,922 | $64.4 萬 | 0.2% | +20+0.1% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 31,041 | $63.9 萬 | 0.1% | 00.0% | 不變 | – |
| HDHome Depot, Inc. | Stock | 1,943 | $60.4 萬 | 0.1% | +231+13.5% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 1,217 | $59.5 萬 | 0.1% | +51+4.4% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,956 | $58.4 萬 | 0.1% | +68+3.6% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 22,170 | $57.0 萬 | 0.1% | +22,170 | 新進 | – |
| NOWServiceNow, Inc. | Stock | 1,007 | $56.6 萬 | 0.1% | +32+3.3% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 3,398 | $55.2 萬 | 0.1% | −22−0.6% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 1,159 | $54.4 萬 | 0.1% | +147+14.5% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 3,431 | $54.0 萬 | 0.1% | +251+7.9% | 加碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 13,509 | $53.4 萬 | 0.1% | −1,508−10.0% | 減碼 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 7,823 | $52.5 萬 | 0.1% | −1,380−15.0% | 減碼 | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 2,479 | $51.0 萬 | 0.1% | −55−2.2% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 5,086 | $49.8 萬 | 0.1% | −3,917−43.5% | 減碼 | – |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 17,070 | $47.7 萬 | 0.1% | +939+5.8% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 527 | $45.7 萬 | 0.1% | +85+19.2% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 4,786 | $44.5 萬 | 0.1% | −131−2.7% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 7,240 | $43.6 萬 | 0.1% | −245−3.3% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 21,472 | $43.2 萬 | 0.1% | 00.0% | 不變 | – |
| Nushares ETF Tr67092P409 | NUVEEN ESG MIDCP | 11,029 | $43.0 萬 | 0.1% | +869+8.6% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 3,713 | $42.8 萬 | 0.1% | +133+3.7% | 加碼 | 歷史 |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 5,848 | $42.7 萬 | 0.1% | +838+16.7% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 783 | $42.2 萬 | 0.1% | +60+8.3% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 1,193 | $40.8 萬 | 0.1% | +101+9.2% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 2,186 | $40.5 萬 | 0.1% | +109+5.2% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 6,348 | $40.1 萬 | 0.1% | +215+3.5% | 加碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 7,498 | $38.8 萬 | 0.1% | +83+1.1% | 加碼 | – |
| SHOPShopify Inc. | Stock | 5,993 | $38.7 萬 | 0.1% | −2,391−28.5% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 2,406 | $37.8 萬 | 0.1% | +40+1.7% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,788 | $37.8 萬 | 0.1% | +77+4.5% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,798 | $37.7 萬 | 0.1% | −137−4.7% | 減碼 | 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。
2023 年第 1 季之後清倉（8 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 1 季股數 | 2023 年第 1 季市值 | 2023 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 18,948 | $96.2 萬 | 0.2% | – |
| Invesco Exch TRD SLF Idx FD46138J858 | BULSHS 2023 HY | 16,347 | $38.5 萬 | 0.1% | – |
| ARK Innovation ETF00214Q104 | ETF | 8,294 | $33.5 萬 | 0.1% | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 10,752 | $26.4 萬 | 0.1% | – |
| VZVerizon Communications Inc | Stock | 5,645 | $22.0 萬 | 0.1% | 歷史 |
| MELIMercadolibre Inc | COM | 153 | $20.2 萬 | 0.1% | 歷史 |
| GTEGran Tierra Energy Inc. | COM | 10,785 | $9,481 | <0.1% | 歷史 |
| XELAExela Technologies, Inc. | COM NEW | 10,926 | $425 | <0.1% | 歷史 |