Revolve Wealth Partners, LLC
- SEC CIK
- 0001808992
- 最新申報
- 2026/7/9
2023 年第 3 季持倉
持倉截至 2023/9/30，2023/10/10 申報。只含多頭部位，變化是跟 2023 年第 2 季比股數。
- 持股檔數
- 145
- 較 2023 年第 2 季 −1
- 總值
- $4.31 億
- 較 2023 年第 2 季 +$375.2 萬 (+0.9%)
| 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 | 358,396 | $7,613 萬 | 17.7% | +15,594+4.5% | 加碼 | – |
| Alpha Architect ETF Tr02072L201 | INTL QUAN VALUE | 1,013,173 | $2,390 萬 | 5.5% | +51,028+5.3% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 520,887 | $1,769 萬 | 4.1% | −22,942−4.2% | 減碼 | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 724,261 | $1,725 萬 | 4.0% | +149,586+26.0% | 加碼 | – |
| Cambria ETF Tr132061201 | SHSHLD YIELD ETF | 246,769 | $1,527 萬 | 3.5% | +21,092+9.3% | 加碼 | – |
| Alpha Architect ETF Tr02072L771 | SPARKLINE INTANG | 617,741 | $1,443 萬 | 3.3% | +49,487+8.7% | 加碼 | – |
| Alpha Architect ETF Tr02072L409 | US QUAN MOMENTUM | 329,960 | $1,423 萬 | 3.3% | +31,738+10.6% | 加碼 | – |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 225,469 | $1,386 萬 | 3.2% | −11,530−4.9% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 188,988 | $1,216 萬 | 2.8% | +57,964+44.2% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 115,269 | $1,182 萬 | 2.7% | +6,127+5.6% | 加碼 | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 267,640 | $1,170 萬 | 2.7% | +13,071+5.1% | 加碼 | – |
| AAPLApple Inc. | Stock | 63,267 | $1,083 萬 | 2.5% | +2,307+3.8% | 加碼 | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 242,936 | $1,075 萬 | 2.5% | +29,182+13.7% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 177,699 | $899.2 萬 | 2.1% | −13,694−7.2% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 20,004 | $859.0 萬 | 2.0% | +59+0.3% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 117,790 | $856.6 萬 | 2.0% | −9,010−7.1% | 減碼 | – |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 149,952 | $735.8 萬 | 1.7% | −21,877−12.7% | 減碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 84,189 | $726.5 萬 | 1.7% | −12,329−12.8% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 22,452 | $708.9 萬 | 1.6% | +343+1.6% | 加碼 | 歷史 |
| American Centy ETF Tr025072877 | US SML CP VALU | 84,517 | $658.8 萬 | 1.5% | +13,501+19.0% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 40,314 | $512.5 萬 | 1.2% | +1,418+3.6% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 17,451 | $469.0 萬 | 1.1% | +165+1.0% | 加碼 | 歷史 |
| WisdomTree Tr97717X131 | INTL QULTY DIV | 143,348 | $459.0 萬 | 1.1% | +65,955+85.2% | 加碼 | – |
| TSLATesla, Inc. | Stock | 16,689 | $417.6 萬 | 1.0% | +503+3.1% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E719 | BLOO EN ANGE ETF | 219,293 | $374.6 萬 | 0.9% | +23,567+12.0% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 13,453 | $366.3 萬 | 0.9% | −215−1.6% | 減碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 57,874 | $309.7 萬 | 0.7% | −29−0.1% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 7,091 | $308.4 萬 | 0.7% | +57+0.8% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 14,207 | $295.8 萬 | 0.7% | +220+1.6% | 加碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 43,442 | $294.0 萬 | 0.7% | −14,354−24.8% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 8,706 | $261.4 萬 | 0.6% | −352−3.9% | 減碼 | 歷史 |
| EQIXEquinix Inc | COM | 3,366 | $244.5 萬 | 0.6% | +10.0% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 54,608 | $238.7 萬 | 0.6% | +585+1.1% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 4,686 | $236.2 萬 | 0.5% | −26−0.6% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,399 | $230.8 萬 | 0.5% | +415+8.3% | 加碼 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 53,782 | $222.8 萬 | 0.5% | −14,437−21.2% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 23,386 | $220.6 萬 | 0.5% | −585−2.4% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 11,517 | $203.5 萬 | 0.5% | +62+0.5% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 10,576 | $200.0 萬 | 0.5% | −310−2.8% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 7,483 | $199.0 萬 | 0.5% | −10−0.1% | 減碼 | – |
| CLColgate Palmolive Co | Stock | 27,852 | $198.1 萬 | 0.5% | −274−1.0% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 5,647 | $197.8 萬 | 0.5% | +888+18.7% | 加碼 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 32,279 | $193.6 萬 | 0.4% | +553+1.7% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 7,756 | $193.4 萬 | 0.4% | −493−6.0% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 5,372 | $192.5 萬 | 0.4% | +881+19.6% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 27,062 | $191.5 萬 | 0.4% | −584−2.1% | 減碼 | – |
| MAMastercard Inc | Stock | 4,787 | $189.5 萬 | 0.4% | +22+0.5% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 3,993 | $182.3 萬 | 0.4% | +10+0.3% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 13,645 | $178.6 萬 | 0.4% | +438+3.3% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 7,714 | $177.4 萬 | 0.4% | +52+0.7% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 4,231 | $166.2 萬 | 0.4% | −317−7.0% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 11,051 | $160.3 萬 | 0.4% | +1,707+18.3% | 加碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 31,512 | $151.6 萬 | 0.4% | +3,250+11.5% | 加碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 27,100 | $132.6 萬 | 0.3% | +20.0% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 9,482 | $125.0 萬 | 0.3% | +750+8.6% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 23,959 | $104.9 萬 | 0.2% | −28−0.1% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 6,655 | $103.7 萬 | 0.2% | −1,039−13.5% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 6,747 | $98.4 萬 | 0.2% | +145+2.2% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 7,351 | $96.3 萬 | 0.2% | −12−0.2% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J866 | BULSHS 2023 CB | 41,212 | $87.5 萬 | 0.2% | 00.0% | 不變 | – |
| XOMExxonMobil Holdings Corp | COM | 7,066 | $83.1 萬 | 0.2% | +587+9.1% | 加碼 | 歷史 |
| iShares Tr464288323 | NEW YORK MUN ETF | 15,990 | $81.6 萬 | 0.2% | +845+5.6% | 加碼 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 7,877 | $81.0 萬 | 0.2% | 00.0% | 不變 | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 13,007 | $78.0 萬 | 0.2% | +219+1.7% | 加碼 | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 9,328 | $75.9 萬 | 0.2% | +300+3.3% | 加碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 7,241 | $74.5 萬 | 0.2% | +133+1.9% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 2,441 | $73.8 萬 | 0.2% | +498+25.6% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 15,073 | $69.3 萬 | 0.2% | +151+1.0% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,252 | $67.2 萬 | 0.2% | +93+8.0% | 加碼 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 7,198 | $65.8 萬 | 0.2% | +10+0.1% | 加碼 | – |
| ADBEAdobe Inc. | Stock | 1,263 | $64.4 萬 | 0.1% | +46+3.8% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 19,390 | $64.3 萬 | 0.1% | −1,001−4.9% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 31,041 | $64.2 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 6,136 | $64.0 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 4,094 | $63.6 萬 | 0.1% | +696+20.5% | 加碼 | – |
| CVXChevron Corp | Stock | 3,730 | $62.9 萬 | 0.1% | +299+8.7% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 2,125 | $60.2 萬 | 0.1% | +2,125 | 新進 | 歷史 |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 22,170 | $56.2 萬 | 0.1% | 00.0% | 不變 | – |
| NOWServiceNow, Inc. | Stock | 1,003 | $56.1 萬 | 0.1% | −4−0.4% | 減碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 5,715 | $53.7 萬 | 0.1% | +629+12.4% | 加碼 | – |
| BXBlackstone Inc. | COM | 4,852 | $52.0 萬 | 0.1% | +66+1.4% | 加碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 13,509 | $51.3 萬 | 0.1% | 00.0% | 不變 | – |
| MRKMerck & Co., Inc. | Stock | 4,913 | $50.6 萬 | 0.1% | +1,200+32.3% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 7,800 | $50.3 萬 | 0.1% | −23−0.3% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 1,891 | $49.8 萬 | 0.1% | −65−3.3% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 2,485 | $48.4 萬 | 0.1% | +6+0.2% | 加碼 | – |
| WMTWalmart Inc. | Stock | 3,006 | $48.1 萬 | 0.1% | +600+24.9% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 827 | $46.7 萬 | 0.1% | +44+5.6% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 3,052 | $45.5 萬 | 0.1% | +254+9.1% | 加碼 | 歷史 |
| Nushares ETF Tr67092P409 | NUVEEN ESG MIDCP | 12,137 | $44.5 萬 | 0.1% | +1,108+10.0% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 530 | $44.0 萬 | 0.1% | +3+0.6% | 加碼 | 歷史 |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 16,468 | $43.9 萬 | 0.1% | −602−3.5% | 減碼 | – |
| MUMicron Technology Inc | Stock | 6,431 | $43.8 萬 | 0.1% | +83+1.3% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 21,472 | $43.2 萬 | 0.1% | 00.0% | 不變 | – |
| CMCSAComcast Corp | Stock | 9,364 | $41.5 萬 | 0.1% | +1,269+15.7% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 7,336 | $41.1 萬 | 0.1% | +96+1.3% | 加碼 | 歷史 |
| KVUEKenvue Inc. | Stock | 19,458 | $39.1 萬 | 0.1% | +19,458 | 新進 | 歷史 |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 5,581 | $38.6 萬 | 0.1% | −267−4.6% | 減碼 | – |
| CRMSalesforce, Inc. | Stock | 1,816 | $36.8 萬 | 0.1% | +28+1.6% | 加碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 7,337 | $36.6 萬 | 0.1% | −161−2.1% | 減碼 | – |
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。
2023 年第 2 季之後清倉（12 檔）
2023 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 2 季股數 | 2023 年第 2 季市值 | 2023 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| SHOPShopify Inc. | Stock | 5,993 | $38.7 萬 | 0.1% | 歷史 |
| SPDR Series Trust78468R523 | ST STR BL 12 ETF | 2,631 | $26.2 萬 | 0.1% | – |
| BMYBristol Myers Squibb Co | Stock | 3,785 | $24.2 萬 | 0.1% | 歷史 |
| HEHawaiian Electric Industries Inc | COM | 6,629 | $24.0 萬 | 0.1% | 歷史 |
| NOVTNovanta Inc | COM | 1,222 | $22.5 萬 | 0.1% | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 2,305 | $21.7 萬 | 0.1% | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 2,886 | $21.0 萬 | <0.1% | – |
| TSCOTractor Supply Co | COM | 948 | $21.0 萬 | <0.1% | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 1,919 | $20.6 萬 | <0.1% | – |
| NEENextera Energy Inc | Stock | 2,765 | $20.5 萬 | <0.1% | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,366 | $20.4 萬 | <0.1% | – |
| FFAIFaraday Future Intelligent Electric Inc. | COM | 13,373 | $2,675 | <0.1% | 歷史 |