Revolve Wealth Partners, LLC
- SEC CIK
- 0001808992
- 最新申報
- 2026/7/9
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/3/19 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 219
- 較 2024 年第 3 季 +28
- 總值
- $6.73 億
- 較 2024 年第 3 季 +$1,813 萬 (+2.8%)
| 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 | 373,844 | $1.08 億 | 16.1% | +711+0.2% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 551,668 | $3,877 萬 | 5.8% | +19,941+3.8% | 加碼 | – |
| Alpha Architect ETF Tr02072L201 | INTL QUAN VALUE | 1,254,005 | $3,012 萬 | 4.5% | +23,397+1.9% | 加碼 | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 1,097,107 | $2,806 萬 | 4.2% | +49,809+4.8% | 加碼 | – |
| RBB FD Inc74933W452 | F/M US TREASURY | 502,135 | $2,504 萬 | 3.7% | +21,559+4.5% | 加碼 | – |
| Alpha Architect ETF Tr02072L409 | US QUAN MOMENTUM | 370,444 | $2,376 萬 | 3.5% | −348−0.1% | 減碼 | – |
| Alpha Architect ETF Tr02072L771 | SPARKLINE INTANG | 710,454 | $2,207 萬 | 3.3% | +10,175+1.5% | 加碼 | – |
| Cambria ETF Tr132061201 | SHSHLD YIELD ETF | 301,085 | $2,062 萬 | 3.1% | +10,023+3.4% | 加碼 | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 414,862 | $1,893 萬 | 2.8% | +3,462+0.8% | 加碼 | – |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 218,498 | $1,700 萬 | 2.5% | −1,507−0.7% | 減碼 | – |
| AAPLApple Inc. | Stock | 66,857 | $1,674 萬 | 2.5% | +2,695+4.2% | 加碼 | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 735,257 | $1,669 萬 | 2.5% | +49,503+7.2% | 加碼依 2 比 1 拆股換算 | – |
| Schwab International Equity ETF808524805 | ETF | 822,596 | $1,522 萬 | 2.3% | −27,164−3.2% | 減碼依 2 比 1 拆股換算 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 481,364 | $1,342 萬 | 2.0% | −6,376−1.3% | 減碼依 4 比 1 拆股換算 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 124,193 | $1,323 萬 | 2.0% | +11,989+10.7% | 加碼 | – |
| WisdomTree Tr97717X131 | INTL QULTY DIV | 373,261 | $1,277 萬 | 1.9% | +13,555+3.8% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 27,684 | $1,167 萬 | 1.7% | +1,509+5.8% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 465,220 | $1,078 萬 | 1.6% | +22,621+5.1% | 加碼依 3 比 1 拆股換算 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 18,054 | $1,063 萬 | 1.6% | −292−1.6% | 減碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 109,774 | $1,060 萬 | 1.6% | +3,247+3.0% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 75,170 | $1,009 萬 | 1.5% | −290.0% | 減碼 | 歷史 |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 191,107 | $992.0 萬 | 1.5% | +10,798+6.0% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 123,485 | $590.5 萬 | 0.9% | +39,653+47.3% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 13,876 | $569.5 萬 | 0.8% | −64−0.5% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E719 | BLOO EN ANGE ETF | 314,063 | $567.8 萬 | 0.8% | +15,804+5.3% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 9,456 | $553.7 萬 | 0.8% | +875+10.2% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 25,045 | $549.5 萬 | 0.8% | +986+4.1% | 加碼 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 50,417 | $488.2 萬 | 0.7% | +5,478+12.2% | 加碼 | – |
| AMGNAmgen Inc | Stock | 16,323 | $425.4 萬 | 0.6% | −350−2.1% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 7,034 | $412.2 萬 | 0.6% | +685+10.8% | 加碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 65,245 | $384.5 萬 | 0.6% | +2,142+3.4% | 加碼 | – |
| VVisa Inc. | Stock | 11,811 | $373.3 萬 | 0.6% | +2,917+32.8% | 加碼 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 115,000 | $318.7 萬 | 0.5% | −2,177−1.9% | 減碼依 3 比 1 拆股換算 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 11,018 | $291.0 萬 | 0.4% | +59+0.5% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 6,411 | $290.6 萬 | 0.4% | +1,024+19.0% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 11,997 | $287.6 萬 | 0.4% | −484−3.9% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 14,930 | $282.6 萬 | 0.4% | +506+3.5% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 12,233 | $270.3 萬 | 0.4% | +1,431+13.2% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 5,257 | $268.7 萬 | 0.4% | +176+3.5% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 6,447 | $258.9 萬 | 0.4% | +153+2.4% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 100,044 | $258.7 萬 | 0.4% | +2,084+2.1% | 加碼依 2 比 1 拆股換算 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 4,653 | $250.7 萬 | 0.4% | −6−0.1% | 減碼 | – |
| CLColgate Palmolive Co | Stock | 25,678 | $233.4 萬 | 0.3% | −108−0.4% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 20,116 | $231.8 萬 | 0.3% | −159−0.8% | 減碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 4,023 | $229.1 萬 | 0.3% | −10−0.2% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 8,941 | $214.8 萬 | 0.3% | +920+11.5% | 加碼 | – |
| TSLATesla, Inc. | Stock | 5,317 | $214.7 萬 | 0.3% | +931+21.2% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 76,685 | $209.5 萬 | 0.3% | +1,718+2.3% | 加碼依 3 比 1 拆股換算 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 32,853 | $204.7 萬 | 0.3% | −31−0.1% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 4,019 | $203.3 萬 | 0.3% | −176−4.2% | 減碼 | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 38,725 | $203.2 萬 | 0.3% | +11,327+41.3% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 10,578 | $201.4 萬 | 0.3% | −376−3.4% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V690 | INTERNATIONAL | 60,338 | $198.2 萬 | 0.3% | +6,827+12.8% | 加碼 | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 22,665 | $194.6 萬 | 0.3% | −220−1.0% | 減碼 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 29,083 | $192.4 萬 | 0.3% | +781+2.8% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 7,997 | $185.4 萬 | 0.3% | +756+10.4% | 加碼 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 16,668 | $183.8 萬 | 0.3% | +119+0.7% | 加碼 | – |
| MAMastercard Inc | Stock | 3,443 | $181.3 萬 | 0.3% | −643−15.7% | 減碼 | 歷史 |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 36,241 | $142.7 萬 | 0.2% | +3,009+9.1% | 加碼 | – |
| COMPCompass, Inc. | CL A | 228,754 | $133.8 萬 | 0.2% | +228,754 | 新進 | 歷史 |
| ABBVAbbVie Inc. | Stock | 7,279 | $129.4 萬 | 0.2% | +3,064+72.7% | 加碼 | 歷史 |
| Ea Series Trust02072L565 | ALPHA ARCH 1-3 | 11,137 | $122.8 萬 | 0.2% | −40−0.4% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 8,476 | $122.6 萬 | 0.2% | −1,964−18.8% | 減碼 | 歷史 |
| iShares Tr464288323 | NEW YORK MUN ETF | 22,891 | $121.8 萬 | 0.2% | +1,109+5.1% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 7,250 | $117.3 萬 | 0.2% | 00.0% | 不變 | – |
| BXBlackstone Inc. | COM | 6,626 | $114.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 27,270 | $114.2 萬 | 0.2% | +1,060+4.0% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 1,471 | $113.6 萬 | 0.2% | +40+2.8% | 加碼 | 歷史 |
| American Centy ETF Tr025072299 | AVAN RE INTL ETF | 19,573 | $109.0 萬 | 0.2% | +2,130+12.2% | 加碼 | – |
| RBB FD Inc74933W460 | US TRSRY 6 MNTH | 21,687 | $108.5 萬 | 0.2% | −241−1.1% | 減碼 | – |
| iShares Tr46436E759 | ESG EAFE ETF | 16,170 | $104.5 萬 | 0.2% | +1,641+11.3% | 加碼 | – |
| Nushares ETF Tr67092P409 | NUVEEN ESG MIDCP | 22,033 | $104.4 萬 | 0.2% | +114+0.5% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 6,170 | $103.4 萬 | 0.2% | −883−12.5% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,123 | $102.9 萬 | 0.2% | +130+13.1% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 8,283 | $100.1 萬 | 0.1% | +234+2.9% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 5,066 | $99.2 萬 | 0.1% | +577+12.9% | 加碼 | – |
| UBERUber Technologies, Inc | Stock | 15,563 | $93.9 萬 | 0.1% | +6,129+65.0% | 加碼 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 7,370 | $93.4 萬 | 0.1% | +182+2.5% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 2,346 | $91.3 萬 | 0.1% | −151−6.0% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 8,478 | $91.2 萬 | 0.1% | −497−5.5% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 1,023 | $91.2 萬 | 0.1% | +144+16.4% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 5,418 | $90.3 萬 | 0.1% | +404+8.1% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 849 | $90.0 萬 | 0.1% | +2+0.2% | 加碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 9,127 | $88.4 萬 | 0.1% | +3,044+50.0% | 加碼 | – |
| SHOPShopify Inc. | Stock | 8,209 | $87.3 萬 | 0.1% | −9,138−52.7% | 減碼 | 歷史 |
| Nushares ETF Tr67092P508 | NUVEEN ESG MIDVL | 24,282 | $84.5 萬 | 0.1% | +226+0.9% | 加碼 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 6,439 | $83.3 萬 | 0.1% | +124+2.0% | 加碼 | – |
| WMTWalmart Inc. | Stock | 8,849 | $80.0 萬 | 0.1% | +485+5.8% | 加碼 | 歷史 |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 30,360 | $71.9 萬 | 0.1% | +30,360 | 新進 | – |
| APHAmphenol Corp | CL A | 10,094 | $70.1 萬 | 0.1% | +4,721+87.9% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 22,360 | $68.8 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 2,696 | $68.4 萬 | 0.1% | −83−3.0% | 減碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 13,621 | $68.3 萬 | 0.1% | −6,164−31.2% | 減碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 7,599 | $67.7 萬 | 0.1% | +5,532+267.6% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 8,322 | $62.9 萬 | 0.1% | +8,322 | 新進 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 14,129 | $62.2 萬 | 0.1% | +14,129 | 新進 | – |
| CRMSalesforce, Inc. | Stock | 1,827 | $61.1 萬 | 0.1% | +205+12.6% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 13,892 | $61.1 萬 | 0.1% | −2,052−12.9% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 1,144 | $59.7 萬 | 0.1% | +14+1.2% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 10,805 | $59.1 萬 | 0.1% | −181−1.6% | 減碼 | – |
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。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| American Centy ETF Tr025072877 | US SML CP VALU | $1,037 萬 | – |
| MRKMerck & Co., Inc. | Stock | $44.2 萬 | – |
2024 年第 3 季之後清倉（10 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 3 季股數 | 2024 年第 3 季市值 | 2024 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 22,165 | $46.8 萬 | 0.1% | – |
| WMWaste Management Inc | Stock | 1,842 | $38.2 萬 | 0.1% | 歷史 |
| MMM3M Co | Stock | 2,223 | $30.4 萬 | <0.1% | 歷史 |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 3,065 | $25.8 萬 | <0.1% | – |
| ZTSZoetis Inc. | Stock | 1,233 | $24.1 萬 | <0.1% | 歷史 |
| LENLennar Corp | CL A | 1,212 | $22.7 萬 | <0.1% | 歷史 |
| RBB FD Inc74933W510 | US TREAS 5 YR NT | 4,403 | $21.9 萬 | <0.1% | – |
| NOVTNovanta Inc | COM | 1,221 | $21.8 萬 | <0.1% | 歷史 |
| TSCOTractor Supply Co | COM | 742 | $21.6 萬 | <0.1% | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,015 | $21.0 萬 | <0.1% | 歷史 |