Revolve Wealth Partners, LLC
- SEC CIK
- 0001808992
- 最新申報
- 2026/7/9
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/7/19 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 176
- 較 2024 年第 1 季 −5
- 總值
- $6.07 億
- 較 2024 年第 1 季 +$2,125 萬 (+3.6%)
| 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 | 374,443 | $1.00 億 | 16.5% | +10,224+2.8% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 521,503 | $3,788 萬 | 6.2% | +18,663+3.7% | 加碼 | – |
| Alpha Architect ETF Tr02072L201 | INTL QUAN VALUE | 1,182,971 | $2,949 萬 | 4.9% | +52,209+4.6% | 加碼 | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 985,958 | $2,508 萬 | 4.1% | +58,228+6.3% | 加碼 | – |
| RBB FD Inc74933W452 | F/M US TREASURY | 498,771 | $2,495 萬 | 4.1% | +51,653+11.6% | 加碼 | – |
| Alpha Architect ETF Tr02072L409 | US QUAN MOMENTUM | 371,482 | $2,164 萬 | 3.6% | +8,927+2.5% | 加碼 | – |
| Alpha Architect ETF Tr02072L771 | SPARKLINE INTANG | 688,092 | $1,957 萬 | 3.2% | +26,544+4.0% | 加碼 | – |
| Cambria ETF Tr132061201 | SHSHLD YIELD ETF | 283,173 | $1,934 萬 | 3.2% | +13,218+4.9% | 加碼 | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 371,049 | $1,698 萬 | 2.8% | +19,024+5.4% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 413,307 | $1,588 萬 | 2.6% | +41,827+11.3% | 加碼 | – |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 217,668 | $1,584 萬 | 2.6% | −632−0.3% | 減碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 313,480 | $1,429 萬 | 2.4% | +31,951+11.3% | 加碼 | – |
| WisdomTree Tr97717X131 | INTL QULTY DIV | 348,461 | $1,292 萬 | 2.1% | +29,740+9.3% | 加碼 | – |
| AAPLApple Inc. | Stock | 59,046 | $1,244 萬 | 2.1% | −2,039−3.3% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 118,978 | $1,200 萬 | 2.0% | −340.0% | 減碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 112,255 | $1,196 萬 | 2.0% | −2,728−2.4% | 減碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 169,819 | $1,091 萬 | 1.8% | −6,182−3.5% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 23,539 | $1,052 萬 | 1.7% | −49−0.2% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 18,498 | $1,012 萬 | 1.7% | −295−1.6% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 77,212 | $953.9 萬 | 1.6% | 00.0% | 不變依 10 比 1 拆股換算 | 歷史 |
| American Centy ETF Tr025072877 | US SML CP VALU | 102,917 | $923.4 萬 | 1.5% | +6,497+6.7% | 加碼 | – |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 177,006 | $914.2 萬 | 1.5% | +6,795+4.0% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 41,716 | $806.2 萬 | 1.3% | +100+0.2% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 16,948 | $529.5 萬 | 0.9% | −411−2.4% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 13,447 | $502.9 萬 | 0.8% | −118−0.9% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E719 | BLOO EN ANGE ETF | 270,751 | $486.5 萬 | 0.8% | +27,400+11.3% | 加碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 45,483 | $465.3 萬 | 0.8% | −991−2.1% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 8,574 | $432.3 萬 | 0.7% | +46+0.5% | 加碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 61,980 | $373.7 萬 | 0.6% | +1,215+2.0% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 6,087 | $331.3 萬 | 0.5% | −110−1.8% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 63,424 | $313.4 萬 | 0.5% | +880+1.4% | 加碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 39,834 | $310.0 萬 | 0.5% | −414−1.0% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 11,547 | $279.5 萬 | 0.5% | −50−0.4% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 5,580 | $267.3 萬 | 0.4% | +601+12.1% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 14,595 | $265.8 萬 | 0.4% | +85+0.6% | 加碼 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 37,279 | $251.9 萬 | 0.4% | −274−0.7% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 6,817 | $248.5 萬 | 0.4% | −284−4.0% | 減碼 | – |
| CLColgate Palmolive Co | Stock | 25,188 | $244.4 萬 | 0.4% | −1,972−7.3% | 減碼 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 50,834 | $241.2 萬 | 0.4% | +405+0.8% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 21,523 | $229.6 萬 | 0.4% | −938−4.2% | 減碼 | – |
| VVisa Inc. | Stock | 8,554 | $224.5 萬 | 0.4% | −365−4.1% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 10,840 | $219.9 萬 | 0.4% | −178−1.6% | 減碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 4,033 | $215.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 10,569 | $213.8 萬 | 0.4% | −785−6.9% | 減碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 26,945 | $209.5 萬 | 0.3% | −133−0.5% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 9,551 | $208.3 萬 | 0.3% | −382−3.8% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 4,158 | $207.9 萬 | 0.3% | −94−2.2% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 34,824 | $203.8 萬 | 0.3% | −969−2.7% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 4,957 | $201.6 萬 | 0.3% | −934−15.9% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 3,953 | $201.3 萬 | 0.3% | −128−3.1% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 4,292 | $189.4 萬 | 0.3% | −299−6.5% | 減碼 | 歷史 |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 22,147 | $179.7 萬 | 0.3% | +2,555+13.0% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 9,772 | $179.2 萬 | 0.3% | −478−4.7% | 減碼 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 15,943 | $165.6 萬 | 0.3% | +1,653+11.6% | 加碼 | – |
| Dimensional ETF Trust25434V690 | INTERNATIONAL | 47,633 | $156.9 萬 | 0.3% | +9,730+25.7% | 加碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 27,716 | $147.0 萬 | 0.2% | +663+2.5% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 1,401 | $126.8 萬 | 0.2% | +9+0.6% | 加碼 | 歷史 |
| SHOPShopify Inc. | Stock | 18,755 | $123.9 萬 | 0.2% | +58+0.3% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 23,676 | $121.5 萬 | 0.2% | −26−0.1% | 減碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 7,250 | $117.6 萬 | 0.2% | −31−0.4% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 732 | $117.5 萬 | 0.2% | +7+1.0% | 加碼 | 歷史 |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 30,366 | $114.8 萬 | 0.2% | +5,360+21.4% | 加碼 | – |
| UBERUber Technologies, Inc | Stock | 15,415 | $112.0 萬 | 0.2% | −17−0.1% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 6,575 | $108.4 萬 | 0.2% | +88+1.4% | 加碼 | 歷史 |
| iShares Tr464288323 | NEW YORK MUN ETF | 19,818 | $105.8 萬 | 0.2% | +950+5.0% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 6,950 | $104.6 萬 | 0.2% | −300−4.1% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 8,553 | $98.5 萬 | 0.2% | +1,567+22.4% | 加碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 19,231 | $96.4 萬 | 0.2% | −943−4.7% | 減碼 | – |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 23,513 | $92.5 萬 | 0.2% | +3,796+19.3% | 加碼 | – |
| iShares Tr46436E759 | ESG EAFE ETF | 13,270 | $89.5 萬 | 0.1% | +2,651+25.0% | 加碼 | – |
| American Centy ETF Tr025072299 | AVAN RE INTL ETF | 15,941 | $88.5 萬 | 0.1% | +2,905+22.3% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 2,557 | $88.0 萬 | 0.1% | −20−0.8% | 減碼 | 歷史 |
| MUMicron Technology Inc | Stock | 6,607 | $86.9 萬 | 0.1% | +25+0.4% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 4,388 | $86.8 萬 | 0.1% | −202−4.4% | 減碼 | 歷史 |
| Nushares ETF Tr67092P409 | NUVEEN ESG MIDCP | 20,422 | $85.4 萬 | 0.1% | +2,994+17.2% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 992 | $84.3 萬 | 0.1% | −4−0.4% | 減碼 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 7,877 | $82.4 萬 | 0.1% | 00.0% | 不變 | – |
| JNJJohnson & Johnson | Stock | 5,600 | $81.9 萬 | 0.1% | −1,146−17.0% | 減碼 | 歷史 |
| RBB FD Inc74933W460 | US TRSRY 6 MNTH | 16,274 | $81.5 萬 | 0.1% | +1,822+12.6% | 加碼 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 7,188 | $79.3 萬 | 0.1% | −187−2.5% | 減碼 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 6,315 | $76.2 萬 | 0.1% | 00.0% | 不變 | – |
| ADBEAdobe Inc. | Stock | 1,359 | $75.5 萬 | 0.1% | −35−2.5% | 減碼 | 歷史 |
| Nushares ETF Tr67092P508 | NUVEEN ESG MIDVL | 22,528 | $74.4 萬 | 0.1% | +2,853+14.5% | 加碼 | – |
| NOWServiceNow, Inc. | Stock | 924 | $72.7 萬 | 0.1% | −27−2.8% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 5,059 | $71.4 萬 | 0.1% | +44+0.9% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 5,236 | $64.8 萬 | 0.1% | +5+0.1% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 30,662 | $64.6 萬 | 0.1% | −309−1.0% | 減碼 | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 22,360 | $64.4 萬 | 0.1% | 00.0% | 不變 | – |
| NFLXNetflix Inc | Stock | 921 | $62.1 萬 | 0.1% | −21−2.2% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 4,804 | $59.5 萬 | 0.1% | +71+1.5% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 3,208 | $58.6 萬 | 0.1% | −66−2.0% | 減碼 | – |
| UPSUnited Parcel Service Inc | Stock | 4,262 | $58.3 萬 | 0.1% | +4,262 | 新進 | 歷史 |
| Ea Series Trust02072L565 | ALPHA ARCH 1-3 | 5,390 | $58.1 萬 | 0.1% | +5,390 | 新進 | – |
| WMTWalmart Inc. | Stock | 8,505 | $57.6 萬 | 0.1% | +195+2.3% | 加碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 13,509 | $57.5 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 2,443 | $56.1 萬 | 0.1% | −218−8.2% | 減碼 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 7,347 | $54.4 萬 | 0.1% | −160−2.1% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 5,575 | $54.1 萬 | 0.1% | +263+5.0% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 3,134 | $53.8 萬 | 0.1% | +51+1.7% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 13,265 | $52.8 萬 | 0.1% | +368+2.9% | 加碼 | 歷史 |
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。
2024 年第 1 季之後清倉（11 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 1 季股數 | 2024 年第 1 季市值 | 2024 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| VEEVVeeva Systems Inc | Stock | 1,056 | $24.5 萬 | <0.1% | 歷史 |
| CVSCVS Health Corp | Stock | 3,033 | $24.2 萬 | <0.1% | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,482 | $24.1 萬 | <0.1% | – |
| ABTAbbott Laboratories | Stock | 1,956 | $22.2 萬 | <0.1% | 歷史 |
| Alps ETF Tr00162Q205 | EQUAL SEC ETF | 1,830 | $21.6 萬 | <0.1% | – |
| LOWLowes Companies Inc | Stock | 839 | $21.4 萬 | <0.1% | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 1,804 | $21.3 萬 | <0.1% | – |
| NOVTNovanta Inc | COM | 1,221 | $21.3 萬 | <0.1% | 歷史 |
| PLDPrologis, Inc. | REIT | 1,627 | $21.2 萬 | <0.1% | 歷史 |
| LENLennar Corp | CL A | 1,208 | $20.8 萬 | <0.1% | 歷史 |
| AMPAmeriprise Financial Inc | COM | 465 | $20.4 萬 | <0.1% | 歷史 |