Revolve Wealth Partners, LLC
- SEC CIK
- 0001808992
- 最新申報
- 2026/7/9
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/4/14 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 225
- 較 2024 年第 4 季 +6
- 總值
- $6.91 億
- 較 2024 年第 4 季 +$1,877 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 | 372,886 | $1.02 億 | 14.8% | −958−0.3% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 592,187 | $4,480 萬 | 6.5% | +40,519+7.3% | 加碼 | – |
| Alpha Architect ETF Tr02072L201 | INTL QUAN VALUE | 1,373,167 | $3,507 萬 | 5.1% | +119,162+9.5% | 加碼 | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 1,227,999 | $3,097 萬 | 4.5% | +130,892+11.9% | 加碼 | – |
| RBB FD Inc74933W452 | F/M US TREASURY | 486,312 | $2,432 萬 | 3.5% | −15,823−3.2% | 減碼 | – |
| Alpha Architect ETF Tr02072L409 | US QUAN MOMENTUM | 376,198 | $2,235 萬 | 3.2% | +5,754+1.6% | 加碼 | – |
| Alpha Architect ETF Tr02072L771 | SPARKLINE INTANG | 722,212 | $2,151 萬 | 3.1% | +11,758+1.7% | 加碼 | – |
| Cambria ETF Tr132061201 | SHSHLD YIELD ETF | 329,745 | $2,104 萬 | 3.0% | +28,660+9.5% | 加碼 | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 424,019 | $1,911 萬 | 2.8% | +9,157+2.2% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 903,329 | $1,787 萬 | 2.6% | +80,733+9.8% | 加碼 | – |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 219,598 | $1,743 萬 | 2.5% | +1,100+0.5% | 加碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 742,926 | $1,721 萬 | 2.5% | +7,669+1.0% | 加碼 | – |
| AAPLApple Inc. | Stock | 72,496 | $1,610 萬 | 2.3% | +5,639+8.4% | 加碼 | 歷史 |
| WisdomTree Tr97717X131 | INTL QULTY DIV | 411,688 | $1,469 萬 | 2.1% | +38,427+10.3% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 128,290 | $1,353 萬 | 2.0% | +4,097+3.3% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 489,573 | $1,226 萬 | 1.8% | +8,209+1.7% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 27,917 | $1,048 萬 | 1.5% | +233+0.8% | 加碼 | 歷史 |
| American Centy ETF Tr025072877 | US SML CP VALU | 119,505 | $1,042 萬 | 1.5% | +9,731+8.9% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 471,280 | $1,041 萬 | 1.5% | +6,060+1.3% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 17,898 | $1,006 萬 | 1.5% | −156−0.9% | 減碼 | – |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 191,556 | $980.4 萬 | 1.4% | +449+0.2% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 79,546 | $862.1 萬 | 1.2% | +4,376+5.8% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 129,247 | $657.0 萬 | 1.0% | +5,762+4.7% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E719 | BLOO EN ANGE ETF | 313,567 | $566.3 萬 | 0.8% | −496−0.2% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 28,207 | $536.7 萬 | 0.8% | +3,162+12.6% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 8,977 | $517.4 萬 | 0.7% | −479−5.1% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 13,819 | $512.4 萬 | 0.7% | −57−0.4% | 減碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 50,224 | $502.2 萬 | 0.7% | −193−0.4% | 減碼 | – |
| AMGNAmgen Inc | Stock | 15,497 | $482.8 萬 | 0.7% | −826−5.1% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 16,670 | $432.0 萬 | 0.6% | +11,353+213.5% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 12,172 | $426.6 萬 | 0.6% | +361+3.1% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 8,295 | $426.3 萬 | 0.6% | +3,642+78.3% | 加碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 66,088 | $410.4 萬 | 0.6% | +843+1.3% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 7,030 | $393.2 萬 | 0.6% | −4−0.1% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 6,552 | $348.9 萬 | 0.5% | +141+2.2% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 13,897 | $340.9 萬 | 0.5% | +1,900+15.8% | 加碼 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 110,817 | $290.3 萬 | 0.4% | −4,183−3.6% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 7,742 | $279.6 萬 | 0.4% | +1,295+20.1% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 10,775 | $278.7 萬 | 0.4% | −243−2.2% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 16,663 | $257.7 萬 | 0.4% | +1,733+11.6% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 12,073 | $240.8 萬 | 0.3% | −160−1.3% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 5,054 | $237.0 萬 | 0.3% | −203−3.9% | 減碼 | – |
| CLColgate Palmolive Co | Stock | 24,968 | $234.0 萬 | 0.3% | −710−2.8% | 減碼 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 98,477 | $230.7 萬 | 0.3% | −1,567−1.6% | 減碼 | – |
| Dimensional ETF Trust25434V690 | INTERNATIONAL | 65,891 | $229.9 萬 | 0.3% | +5,553+9.2% | 加碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 38,783 | $228.6 萬 | 0.3% | +58+0.1% | 加碼 | – |
| EQIXEquinix Inc | COM | 2,647 | $215.8 萬 | 0.3% | +2,647 | 新進 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 4,018 | $214.4 萬 | 0.3% | −5−0.1% | 減碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 76,657 | $214.3 萬 | 0.3% | −280.0% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 19,984 | $209.0 萬 | 0.3% | −132−0.7% | 減碼 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 29,163 | $203.6 萬 | 0.3% | +80+0.3% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 3,834 | $200.8 萬 | 0.3% | −185−4.6% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 9,024 | $200.1 萬 | 0.3% | +83+0.9% | 加碼 | – |
| COMPCompass, Inc. | CL A | 228,754 | $199.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MAMastercard Inc | Stock | 3,603 | $197.5 萬 | 0.3% | +160+4.6% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 32,545 | $189.9 萬 | 0.3% | −308−0.9% | 減碼 | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 24,081 | $188.5 萬 | 0.3% | +1,416+6.2% | 加碼 | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 17,313 | $177.3 萬 | 0.3% | +645+3.9% | 加碼 | – |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 43,693 | $176.9 萬 | 0.3% | +7,452+20.6% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 10,753 | $168.0 萬 | 0.2% | +175+1.7% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 7,548 | $158.2 萬 | 0.2% | +269+3.7% | 加碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 31,669 | $157.1 萬 | 0.2% | +18,048+132.5% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 9,084 | $152.1 萬 | 0.2% | +1,087+13.6% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 8,909 | $147.8 萬 | 0.2% | +433+5.1% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 32,745 | $137.7 萬 | 0.2% | +32,745 | 新進 | – |
| LLYEli Lilly & Co | Stock | 1,614 | $133.3 萬 | 0.2% | +143+9.7% | 加碼 | 歷史 |
| American Centy ETF Tr025072299 | AVAN RE INTL ETF | 21,868 | $131.2 萬 | 0.2% | +2,295+11.7% | 加碼 | – |
| iShares Tr464288323 | NEW YORK MUN ETF | 24,803 | $130.6 萬 | 0.2% | +1,912+8.4% | 加碼 | – |
| SHOPShopify Inc. | Stock | 13,027 | $124.4 萬 | 0.2% | +4,818+58.7% | 加碼 | 歷史 |
| Ea Series Trust02072L565 | ALPHA ARCH 1-3 | 11,090 | $123.6 萬 | 0.2% | −47−0.4% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 1,270 | $120.1 萬 | 0.2% | +147+13.1% | 加碼 | 歷史 |
| iShares Tr46436E759 | ESG EAFE ETF | 17,449 | $117.5 萬 | 0.2% | +1,279+7.9% | 加碼 | – |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 30,424 | $116.6 萬 | 0.2% | +3,154+11.6% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 7,250 | $116.4 萬 | 0.2% | 00.0% | 不變 | – |
| XOMExxonMobil Holdings Corp | COM | 9,406 | $111.9 萬 | 0.2% | +928+10.9% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 6,547 | $111.6 萬 | 0.2% | +377+6.1% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 2,134 | $105.7 萬 | 0.2% | +990+86.5% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 14,391 | $104.9 萬 | 0.2% | −1,172−7.5% | 減碼 | 歷史 |
| Nushares ETF Tr67092P409 | NUVEEN ESG MIDCP | 23,735 | $101.9 萬 | 0.1% | +1,702+7.7% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 5,203 | $100.9 萬 | 0.1% | +137+2.7% | 加碼 | – |
| BXBlackstone Inc. | COM | 7,216 | $100.9 萬 | 0.1% | +590+8.9% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 1,071 | $99.9 萬 | 0.1% | +48+4.7% | 加碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 9,419 | $93.2 萬 | 0.1% | +292+3.2% | 加碼 | – |
| Nushares ETF Tr67092P508 | NUVEEN ESG MIDVL | 26,940 | $92.2 萬 | 0.1% | +2,658+10.9% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 2,489 | $91.2 萬 | 0.1% | +143+6.1% | 加碼 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 7,370 | $86.6 萬 | 0.1% | 00.0% | 不變 | – |
| WMTWalmart Inc. | Stock | 9,727 | $85.4 萬 | 0.1% | +878+9.9% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 8,113 | $83.4 萬 | 0.1% | −170−2.1% | 減碼 | 歷史 |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 34,911 | $82.4 萬 | 0.1% | +4,551+15.0% | 加碼 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 6,440 | $81.1 萬 | 0.1% | +10.0% | 加碼 | – |
| ORCLOracle Corp | Stock | 5,679 | $79.4 萬 | 0.1% | +261+4.8% | 加碼 | 歷史 |
| RBB FD Inc74933W460 | US TRSRY 6 MNTH | 15,823 | $79.4 萬 | 0.1% | −5,864−27.0% | 減碼 | – |
| NOWServiceNow, Inc. | Stock | 923 | $73.5 萬 | 0.1% | +74+8.7% | 加碼 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 6,756 | $71.3 萬 | 0.1% | +1,205+21.7% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 8,322 | $68.0 萬 | 0.1% | 00.0% | 不變 | – |
| RTXRTX Corp | Stock | 5,082 | $67.3 萬 | 0.1% | +209+4.3% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 2,696 | $65.9 萬 | 0.1% | 00.0% | 不變 | – |
| MCDMcDonalds Corp | Stock | 2,060 | $64.3 萬 | 0.1% | +118+6.1% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 22,360 | $62.9 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 13,900 | $62.9 萬 | 0.1% | −229−1.6% | 減碼 | – |
2024 年第 4 季之後清倉（19 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard Real Estate ETF922908553 | ETF | 7,599 | $67.7 萬 | 0.1% | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 3,526 | $38.8 萬 | 0.1% | – |
| ABNBAirbnb, Inc. | Stock | 2,492 | $32.7 萬 | <0.1% | 歷史 |
| BLKBlackRock, Inc. | COM | 277 | $28.4 萬 | <0.1% | 歷史 |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 20,909 | $27.2 萬 | <0.1% | – |
| PYPLPayPal Holdings, Inc. | Stock | 2,910 | $24.8 萬 | <0.1% | 歷史 |
| DECKDeckers Outdoor Corp | COM | 1,214 | $24.7 萬 | <0.1% | 歷史 |
| ALLAllstate Corp | Stock | 1,197 | $23.1 萬 | <0.1% | 歷史 |
| NVONovo Nordisk A S | ADR | 2,490 | $21.4 萬 | <0.1% | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 1,712 | $21.4 萬 | <0.1% | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 2,291 | $20.8 萬 | <0.1% | – |
| MSIMotorola Solutions, Inc. | Stock | 449 | $20.8 萬 | <0.1% | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 877 | $20.4 萬 | <0.1% | – |
| ANETArista Networks, Inc. | COM | 1,830 | $20.2 萬 | <0.1% | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 498 | $20.1 萬 | <0.1% | 歷史 |
| RMTRoyce Micro-Cap Trust, Inc. | COM | 15,179 | $14.8 萬 | <0.1% | 歷史 |
| CEROCero Therapeutics Holdings, Inc. | CLASS A COM | 32,799 | $1,968 | <0.1% | 歷史 |
| LOARLoar Holdings Inc. | COM SHS | 20 | – | – | 歷史 |
| CVGICommercial Vehicle Group, Inc. | COM | 1,502 | – | – | 歷史 |