Revolve Wealth Partners, LLC
- SEC CIK
- 0001808992
- 最新申報
- 2026/7/9
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/4/15 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 181
- 較 2023 年第 4 季 +22
- 總值
- $5.85 億
- 較 2023 年第 4 季 +$6,885 萬 (+13.3%)
| 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 | 364,219 | $9,466 萬 | 16.2% | −209−0.1% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 502,840 | $3,732 萬 | 6.4% | +157,553+45.6% | 加碼 | – |
| Alpha Architect ETF Tr02072L201 | INTL QUAN VALUE | 1,130,762 | $3,051 萬 | 5.2% | +46,005+4.2% | 加碼 | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 927,730 | $2,383 萬 | 4.1% | +136,817+17.3% | 加碼 | – |
| RBB FD Inc74933W452 | F/M US TREASURY | 447,118 | $2,237 萬 | 3.8% | −10,557−2.3% | 減碼 | – |
| Alpha Architect ETF Tr02072L409 | US QUAN MOMENTUM | 362,555 | $2,143 萬 | 3.7% | +7,210+2.0% | 加碼 | – |
| Cambria ETF Tr132061201 | SHSHLD YIELD ETF | 269,955 | $1,978 萬 | 3.4% | +8,342+3.2% | 加碼 | – |
| Alpha Architect ETF Tr02072L771 | SPARKLINE INTANG | 661,548 | $1,918 萬 | 3.3% | +15,679+2.4% | 加碼 | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 352,025 | $1,636 萬 | 2.8% | +44,226+14.4% | 加碼 | – |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 218,300 | $1,576 萬 | 2.7% | −919−0.4% | 減碼 | – |
| Schwab International Equity ETF808524805 | ETF | 371,480 | $1,450 萬 | 2.5% | −80,621−17.8% | 減碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 281,529 | $1,295 萬 | 2.2% | +9,823+3.6% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 114,983 | $1,237 萬 | 2.1% | +3,002+2.7% | 加碼 | – |
| WisdomTree Tr97717X131 | INTL QULTY DIV | 318,721 | $1,213 萬 | 2.1% | +57,489+22.0% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 119,012 | $1,103 萬 | 1.9% | +617+0.5% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 176,001 | $1,092 萬 | 1.9% | −159−0.1% | 減碼 | – |
| AAPLApple Inc. | Stock | 61,085 | $1,047 萬 | 1.8% | −1,029−1.7% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 23,588 | $992.4 萬 | 1.7% | +1,036+4.6% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 18,793 | $988.0 萬 | 1.7% | −100−0.5% | 減碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 96,420 | $903.5 萬 | 1.5% | +4,346+4.7% | 加碼 | – |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 170,211 | $889.5 萬 | 1.5% | +4,758+2.9% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 41,616 | $750.7 萬 | 1.3% | +654+1.6% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 7,750 | $700.3 萬 | 1.2% | +720+10.2% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 17,359 | $493.6 萬 | 0.8% | −94−0.5% | 減碼 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 46,474 | $482.4 萬 | 0.8% | −9,284−16.7% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 13,565 | $466.9 萬 | 0.8% | −218−1.6% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E719 | BLOO EN ANGE ETF | 243,351 | $441.2 萬 | 0.8% | +5,427+2.3% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 8,528 | $414.1 萬 | 0.7% | −118−1.4% | 減碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 60,765 | $366.4 萬 | 0.6% | +1,052+1.8% | 加碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 40,248 | $327.7 萬 | 0.6% | −1,064−2.6% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 6,197 | $324.1 萬 | 0.6% | +882+16.6% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 62,544 | $313.8 萬 | 0.5% | +2,275+3.8% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 11,597 | $289.8 萬 | 0.5% | −158−1.3% | 減碼 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 37,553 | $254.8 萬 | 0.4% | −593−1.6% | 減碼 | – |
| VVisa Inc. | Stock | 8,919 | $248.9 萬 | 0.4% | +244+2.8% | 加碼 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 50,429 | $248.3 萬 | 0.4% | −240−0.5% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 22,461 | $248.2 萬 | 0.4% | +80+0.4% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 5,891 | $247.7 萬 | 0.4% | +290+5.2% | 加碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 27,160 | $244.6 萬 | 0.4% | −691−2.5% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 7,101 | $239.3 萬 | 0.4% | −183−2.5% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 11,018 | $231.7 萬 | 0.4% | +40.0% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 11,354 | $227.4 萬 | 0.4% | +208+1.9% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 9,933 | $227.1 萬 | 0.4% | +410+4.3% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 4,033 | $224.4 萬 | 0.4% | +91+2.3% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 4,591 | $221.1 萬 | 0.4% | +104+2.3% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 4,979 | $221.1 萬 | 0.4% | +310+6.6% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 14,510 | $219.0 萬 | 0.4% | +470+3.3% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 27,078 | $218.3 萬 | 0.4% | −75−0.3% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 35,793 | $217.4 萬 | 0.4% | −482−1.3% | 減碼依 5 比 1 拆股換算 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 4,252 | $204.4 萬 | 0.3% | +101+2.4% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 4,081 | $201.9 萬 | 0.3% | −52−1.3% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 10,250 | $156.1 萬 | 0.3% | +747+7.9% | 加碼 | 歷史 |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 19,592 | $149.4 萬 | 0.3% | +1,384+7.6% | 加碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 27,053 | $147.2 萬 | 0.3% | −523−1.9% | 減碼 | – |
| SHOPShopify Inc. | Stock | 18,697 | $144.3 萬 | 0.2% | +18,697 | 新進 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 14,290 | $144.1 萬 | 0.2% | +759+5.6% | 加碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 7,281 | $131.4 萬 | 0.2% | +63+0.9% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V690 | INTERNATIONAL | 37,903 | $127.6 萬 | 0.2% | +10,667+39.2% | 加碼 | – |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 23,702 | $126.4 萬 | 0.2% | 00.0% | 不變 | – |
| UBERUber Technologies, Inc | Stock | 15,432 | $118.8 萬 | 0.2% | +213+1.4% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 7,250 | $113.0 萬 | 0.2% | +240+3.4% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 1,392 | $108.3 萬 | 0.2% | +96+7.4% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 6,746 | $106.7 萬 | 0.2% | +145+2.2% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 6,487 | $105.2 萬 | 0.2% | +148+2.3% | 加碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 20,174 | $102.1 萬 | 0.2% | +1,631+8.8% | 加碼 | – |
| iShares Tr464288323 | NEW YORK MUN ETF | 18,868 | $101.5 萬 | 0.2% | +2,313+14.0% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 2,577 | $98.9 萬 | 0.2% | +213+9.0% | 加碼 | 歷史 |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 25,006 | $97.2 萬 | 0.2% | +10,640+74.1% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 725 | $96.1 萬 | 0.2% | +155+27.2% | 加碼 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 7,375 | $84.2 萬 | 0.1% | +187+2.6% | 加碼 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 7,877 | $82.5 萬 | 0.1% | 00.0% | 不變 | – |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 19,717 | $82.0 萬 | 0.1% | +3,697+23.1% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 6,986 | $81.2 萬 | 0.1% | −17−0.2% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 4,590 | $80.7 萬 | 0.1% | −426−8.5% | 減碼 | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 6,315 | $79.1 萬 | 0.1% | +179+2.9% | 加碼 | – |
| MUMicron Technology Inc | Stock | 6,582 | $77.6 萬 | 0.1% | +98+1.5% | 加碼 | 歷史 |
| Nushares ETF Tr67092P409 | NUVEEN ESG MIDCP | 17,428 | $77.5 萬 | 0.1% | +1,021+6.2% | 加碼 | – |
| American Centy ETF Tr025072299 | AVAN RE INTL ETF | 13,036 | $74.2 萬 | 0.1% | +3,679+39.3% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 996 | $73.0 萬 | 0.1% | +120+13.7% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 951 | $72.5 萬 | 0.1% | +10+1.1% | 加碼 | 歷史 |
| RBB FD Inc74933W460 | US TRSRY 6 MNTH | 14,452 | $72.4 萬 | 0.1% | +14,452 | 新進 | – |
| iShares Tr46436E759 | ESG EAFE ETF | 10,619 | $72.3 萬 | 0.1% | +2,981+39.0% | 加碼 | – |
| ADBEAdobe Inc. | Stock | 1,394 | $70.3 萬 | 0.1% | +168+13.7% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 5,231 | $68.7 萬 | 0.1% | +324+6.6% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 22,360 | $67.3 萬 | 0.1% | +190+0.9% | 加碼 | – |
| Nushares ETF Tr67092P508 | NUVEEN ESG MIDVL | 19,675 | $67.3 萬 | 0.1% | +1,877+10.5% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 30,971 | $64.9 萬 | 0.1% | 00.0% | 不變 | – |
| ORCLOracle Corp | Stock | 5,015 | $63.0 萬 | 0.1% | +1,563+45.3% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 2,661 | $62.7 萬 | 0.1% | +165+6.6% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 4,733 | $62.5 萬 | 0.1% | +227+5.0% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 4,955 | $60.6 萬 | 0.1% | +237+5.0% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 3,274 | $59.8 萬 | 0.1% | −97−2.9% | 減碼 | – |
| NFLXNetflix Inc | Stock | 942 | $57.2 萬 | 0.1% | +119+14.5% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,898 | $57.2 萬 | 0.1% | +92+5.1% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 7,507 | $57.0 萬 | 0.1% | −201−2.6% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 3,083 | $56.1 萬 | 0.1% | +282+10.1% | 加碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 13,509 | $55.5 萬 | 0.1% | 00.0% | 不變 | – |
| MCDMcDonalds Corp | Stock | 1,899 | $53.5 萬 | 0.1% | +12+0.6% | 加碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 5,312 | $52.0 萬 | 0.1% | −532−9.1% | 減碼 | – |
| ABNBAirbnb, Inc. | Stock | 3,124 | $51.5 萬 | 0.1% | +3,124 | 新進 | 歷史 |
選擇權（5 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 4 季之後清倉（1 檔）
2023 年第 4 季季末還持有、這份申報已經沒有的部位。