Revolve Wealth Partners, LLC
- SEC CIK
- 0001808992
- 最新申報
- 2026/7/9
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/1/12 申報。只含多頭部位，變化是跟 2023 年第 3 季比股數。
- 持股檔數
- 159
- 較 2023 年第 3 季 +14
- 總值
- $5.16 億
- 較 2023 年第 3 季 +$8,569 萬 (+19.9%)
| 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 | 364,428 | $8,645 萬 | 16.7% | +6,032+1.7% | 加碼 | – |
| Alpha Architect ETF Tr02072L201 | INTL QUAN VALUE | 1,084,757 | $2,717 萬 | 5.3% | +71,584+7.1% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 345,287 | $2,429 萬 | 4.7% | +156,299+82.7% | 加碼 | – |
| RBB FD Inc74933W452 | F/M US TREASURY | 457,675 | $2,282 萬 | 4.4% | +457,675 | 新進 | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 790,913 | $2,001 萬 | 3.9% | +66,652+9.2% | 加碼 | – |
| Alpha Architect ETF Tr02072L409 | US QUAN MOMENTUM | 355,345 | $1,772 萬 | 3.4% | +25,385+7.7% | 加碼 | – |
| Cambria ETF Tr132061201 | SHSHLD YIELD ETF | 261,613 | $1,768 萬 | 3.4% | +14,844+6.0% | 加碼 | – |
| Alpha Architect ETF Tr02072L771 | SPARKLINE INTANG | 645,869 | $1,724 萬 | 3.3% | +28,128+4.6% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 452,101 | $1,671 萬 | 3.2% | −68,786−13.2% | 減碼 | – |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 219,219 | $1,455 萬 | 2.8% | −6,250−2.8% | 減碼 | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 307,799 | $1,447 萬 | 2.8% | +40,159+15.0% | 加碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 271,706 | $1,267 萬 | 2.5% | +28,770+11.8% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 111,981 | $1,214 萬 | 2.4% | −3,288−2.9% | 減碼 | – |
| AAPLApple Inc. | Stock | 62,114 | $1,196 萬 | 2.3% | −1,153−1.8% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 176,160 | $993.5 萬 | 1.9% | −1,539−0.9% | 減碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 118,395 | $982.2 萬 | 1.9% | +605+0.5% | 加碼 | – |
| WisdomTree Tr97717X131 | INTL QULTY DIV | 261,232 | $947.5 萬 | 1.8% | +117,884+82.2% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 18,893 | $902.4 萬 | 1.7% | −1,111−5.6% | 減碼 | – |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 165,453 | $854.2 萬 | 1.7% | +15,501+10.3% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 22,552 | $848.0 萬 | 1.6% | +100+0.4% | 加碼 | 歷史 |
| American Centy ETF Tr025072877 | US SML CP VALU | 92,074 | $826.8 萬 | 1.6% | +7,557+8.9% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 40,962 | $622.4 萬 | 1.2% | +648+1.6% | 加碼 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 55,758 | $540.0 萬 | 1.0% | −28,431−33.8% | 減碼 | – |
| AMGNAmgen Inc | Stock | 17,453 | $502.7 萬 | 1.0% | +20.0% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E719 | BLOO EN ANGE ETF | 237,924 | $431.4 萬 | 0.8% | +18,631+8.5% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 13,783 | $428.5 萬 | 0.8% | +330+2.5% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 7,030 | $348.1 萬 | 0.7% | −61−0.9% | 減碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 59,713 | $346.1 萬 | 0.7% | +1,839+3.2% | 加碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 41,312 | $311.2 萬 | 0.6% | −2,130−4.9% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 8,646 | $306.0 萬 | 0.6% | −60−0.7% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 60,269 | $288.7 萬 | 0.6% | +5,661+10.4% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 11,755 | $273.5 萬 | 0.5% | −2,452−17.3% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,315 | $252.6 萬 | 0.5% | −84−1.6% | 減碼 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 38,146 | $247.7 萬 | 0.5% | +5,867+18.2% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 22,381 | $242.3 萬 | 0.5% | −1,005−4.3% | 減碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 50,669 | $239.4 萬 | 0.5% | −3,113−5.8% | 減碼 | – |
| VVisa Inc. | Stock | 8,675 | $225.9 萬 | 0.4% | +961+12.5% | 加碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 27,851 | $222.0 萬 | 0.4% | −10.0% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 11,014 | $221.1 萬 | 0.4% | −503−4.4% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 7,284 | $220.8 萬 | 0.4% | −199−2.7% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 4,133 | $217.6 萬 | 0.4% | −553−11.8% | 減碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 27,153 | $206.7 萬 | 0.4% | +91+0.3% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 9,523 | $203.1 萬 | 0.4% | −1,053−10.0% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 7,255 | $201.1 萬 | 0.4% | −501−6.5% | 減碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 3,942 | $200.0 萬 | 0.4% | −51−1.3% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 5,601 | $199.8 萬 | 0.4% | −46−0.8% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 14,040 | $196.1 萬 | 0.4% | +395+2.9% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 4,487 | $191.4 萬 | 0.4% | −300−6.3% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 4,669 | $191.2 萬 | 0.4% | −703−13.1% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 11,146 | $189.6 萬 | 0.4% | +95+0.9% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 4,151 | $181.3 萬 | 0.4% | −80−1.9% | 減碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 27,576 | $143.7 萬 | 0.3% | +476+1.8% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 9,503 | $133.9 萬 | 0.3% | +21+0.2% | 加碼 | 歷史 |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 18,208 | $126.5 萬 | 0.2% | +5,201+40.0% | 加碼 | – |
| TSLATesla, Inc. | Stock | 5,016 | $124.6 萬 | 0.2% | −11,673−69.9% | 減碼 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 13,531 | $123.2 萬 | 0.2% | +4,203+45.1% | 加碼 | – |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 23,702 | $115.5 萬 | 0.2% | −257−1.1% | 減碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 7,218 | $106.4 萬 | 0.2% | −23−0.3% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 6,601 | $103.5 萬 | 0.2% | −54−0.8% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 7,010 | $101.7 萬 | 0.2% | −341−4.6% | 減碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 18,543 | $94.7 萬 | 0.2% | −12,969−41.2% | 減碼 | – |
| UBERUber Technologies, Inc | Stock | 15,219 | $93.7 萬 | 0.2% | +146+1.0% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 6,339 | $92.9 萬 | 0.2% | −408−6.0% | 減碼 | 歷史 |
| iShares Tr464288323 | NEW YORK MUN ETF | 16,555 | $89.5 萬 | 0.2% | +565+3.5% | 加碼 | – |
| Dimensional ETF Trust25434V690 | INTERNATIONAL | 27,236 | $87.2 萬 | 0.2% | +27,236 | 新進 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 7,877 | $83.0 萬 | 0.2% | 00.0% | 不變 | – |
| HDHome Depot, Inc. | Stock | 2,364 | $81.9 萬 | 0.2% | −77−3.2% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,296 | $75.5 萬 | 0.1% | +44+3.5% | 加碼 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 7,188 | $75.1 萬 | 0.1% | −10−0.1% | 減碼 | – |
| ADBEAdobe Inc. | Stock | 1,226 | $73.1 萬 | 0.1% | −37−2.9% | 減碼 | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 6,136 | $71.4 萬 | 0.1% | 00.0% | 不變 | – |
| XOMExxonMobil Holdings Corp | COM | 7,003 | $70.0 萬 | 0.1% | −63−0.9% | 減碼 | 歷史 |
| Nushares ETF Tr67092P409 | NUVEEN ESG MIDCP | 16,407 | $69.4 萬 | 0.1% | +4,270+35.2% | 加碼 | – |
| NOWServiceNow, Inc. | Stock | 941 | $66.5 萬 | 0.1% | −62−6.2% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 30,971 | $64.7 萬 | 0.1% | −70−0.2% | 減碼 | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 22,170 | $64.6 萬 | 0.1% | 00.0% | 不變 | – |
| BXBlackstone Inc. | COM | 4,907 | $64.2 萬 | 0.1% | +55+1.1% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 570 | $63.6 萬 | 0.1% | +40+7.5% | 加碼 | 歷史 |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 16,020 | $62.6 萬 | 0.1% | +6,911+75.9% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 5,844 | $58.0 萬 | 0.1% | +129+2.3% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 876 | $57.8 萬 | 0.1% | +49+5.9% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 3,371 | $57.4 萬 | 0.1% | −723−17.7% | 減碼 | – |
| APDAir Products & Chemicals, Inc. | Stock | 2,076 | $56.8 萬 | 0.1% | −49−2.3% | 減碼 | 歷史 |
| Nushares ETF Tr67092P508 | NUVEEN ESG MIDVL | 17,798 | $56.1 萬 | 0.1% | +5,881+49.3% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 1,887 | $56.0 萬 | 0.1% | −4−0.2% | 減碼 | 歷史 |
| MUMicron Technology Inc | Stock | 6,484 | $55.3 萬 | 0.1% | +53+0.8% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 19,117 | $55.0 萬 | 0.1% | −273−1.4% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 2,496 | $54.8 萬 | 0.1% | +11+0.4% | 加碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 13,509 | $54.3 萬 | 0.1% | 00.0% | 不變 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 7,708 | $54.0 萬 | 0.1% | −92−1.2% | 減碼 | – |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 14,366 | $51.6 萬 | 0.1% | +14,366 | 新進 | – |
| American Centy ETF Tr025072299 | AVAN RE INTL ETF | 9,357 | $50.4 萬 | 0.1% | +9,357 | 新進 | – |
| MRKMerck & Co., Inc. | Stock | 4,506 | $49.1 萬 | 0.1% | −407−8.3% | 減碼 | 歷史 |
| iShares Tr46436E759 | ESG EAFE ETF | 7,638 | $48.8 萬 | 0.1% | +7,638 | 新進 | – |
| CRMSalesforce, Inc. | Stock | 1,806 | $47.5 萬 | 0.1% | −10−0.6% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 3,036 | $45.3 萬 | 0.1% | −694−18.6% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 21,472 | $43.9 萬 | 0.1% | 00.0% | 不變 | – |
| KOCoca Cola Co | Stock | 7,429 | $43.8 萬 | 0.1% | +93+1.3% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,801 | $43.4 萬 | 0.1% | −251−8.2% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 12,825 | $43.2 萬 | 0.1% | −193−1.5% | 減碼 | 歷史 |
選擇權（4 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 3 季之後清倉（7 檔）
2023 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 3 季股數 | 2023 年第 3 季市值 | 2023 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| EQIXEquinix Inc | COM | 3,366 | $244.5 萬 | 0.6% | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J866 | BULSHS 2023 CB | 41,212 | $87.5 萬 | 0.2% | – |
| WisdomTree Tr97717W844 | GLOB EX US QU FD | 8,194 | $27.4 萬 | 0.1% | – |
| EMREmerson Electric Co | Stock | 2,751 | $26.6 萬 | 0.1% | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 964 | $22.7 萬 | 0.1% | – |
| FFord Motor Co | Stock | 12,940 | $16.1 萬 | <0.1% | 歷史 |
| TAT&T Inc. | Stock | 10,263 | $15.4 萬 | <0.1% | 歷史 |