Revolve Wealth Partners, LLC
- SEC CIK
- 0001808992
- 最新申報
- 2026/7/9
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/28 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 226
- 較 2025 年第 1 季 +1
- 總值
- $7.66 億
- 較 2025 年第 1 季 +$7,427 萬 (+10.7%)
| 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 | 392,681 | $1.19 億 | 15.6% | +19,795+5.3% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 580,816 | $4,849 萬 | 6.3% | −11,371−1.9% | 減碼 | – |
| Alpha Architect ETF Tr02072L201 | INTL QUAN VALUE | 1,352,846 | $3,772 萬 | 4.9% | −20,321−1.5% | 減碼 | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 1,184,208 | $2,934 萬 | 3.8% | −43,791−3.6% | 減碼 | – |
| Alpha Architect ETF Tr02072L409 | US QUAN MOMENTUM | 406,828 | $2,644 萬 | 3.5% | +30,630+8.1% | 加碼 | – |
| Alpha Architect ETF Tr02072L771 | SPARKLINE INTANG | 776,052 | $2,507 萬 | 3.3% | +53,840+7.5% | 加碼 | – |
| RBB FD Inc74933W452 | F/M US TREASURY | 486,487 | $2,432 萬 | 3.2% | +1750.0% | 加碼 | – |
| Cambria ETF Tr132061201 | SHSHLD YIELD ETF | 366,072 | $2,381 萬 | 3.1% | +36,327+11.0% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 945,290 | $2,089 萬 | 2.7% | +41,961+4.6% | 加碼 | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 412,345 | $1,842 萬 | 2.4% | −11,674−2.8% | 減碼 | – |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 213,427 | $1,753 萬 | 2.3% | −6,171−2.8% | 減碼 | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 406,639 | $1,718 萬 | 2.2% | +373,894+1,141.8% | 加碼 | – |
| WisdomTree Tr97717X131 | INTL QULTY DIV | 425,956 | $1,688 萬 | 2.2% | +14,268+3.5% | 加碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 724,791 | $1,684 萬 | 2.2% | −18,135−2.4% | 減碼 | – |
| AAPLApple Inc. | Stock | 68,081 | $1,397 萬 | 1.8% | −4,415−6.1% | 減碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 133,315 | $1,393 萬 | 1.8% | +5,025+3.9% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 27,385 | $1,362 萬 | 1.8% | −532−1.9% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 450,756 | $1,317 萬 | 1.7% | −38,817−7.9% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 75,405 | $1,191 萬 | 1.6% | −4,141−5.2% | 減碼 | 歷史 |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 230,612 | $1,158 萬 | 1.5% | +39,056+20.4% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 18,415 | $1,143 萬 | 1.5% | +517+2.9% | 加碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 122,252 | $1,114 萬 | 1.5% | +2,747+2.3% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 430,465 | $1,052 萬 | 1.4% | −40,815−8.7% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 129,086 | $735.9 萬 | 1.0% | −161−0.1% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 15,347 | $672.8 萬 | 0.9% | +1,528+11.1% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 7,997 | $590.3 萬 | 0.8% | −980−10.9% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 26,810 | $588.2 萬 | 0.8% | −1,397−5.0% | 減碼 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 52,017 | $582.6 萬 | 0.8% | +1,793+3.6% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E719 | BLOO EN ANGE ETF | 305,488 | $563.9 萬 | 0.7% | −8,079−2.6% | 減碼 | – |
| TSLATesla, Inc. | Stock | 17,407 | $552.9 萬 | 0.7% | +737+4.4% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 7,723 | $477.2 萬 | 0.6% | +693+9.9% | 加碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 63,670 | $439.9 萬 | 0.6% | −2,418−3.7% | 減碼 | – |
| VVisa Inc. | Stock | 12,170 | $432.1 萬 | 0.6% | −20.0% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 15,127 | $422.4 萬 | 0.6% | −370−2.4% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 14,042 | $407.1 萬 | 0.5% | +145+1.0% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 7,046 | $400.2 萬 | 0.5% | −1,249−15.1% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 6,541 | $317.7 萬 | 0.4% | −11−0.2% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 10,988 | $307.5 萬 | 0.4% | +213+2.0% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 17,350 | $305.8 萬 | 0.4% | +687+4.1% | 加碼 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 108,164 | $303.4 萬 | 0.4% | −2,653−2.4% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 6,696 | $284.3 萬 | 0.4% | −1,046−13.5% | 減碼 | – |
| Dimensional ETF Trust25434V690 | INTERNATIONAL | 64,864 | $255.6 萬 | 0.3% | −1,027−1.6% | 減碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 96,010 | $254.4 萬 | 0.3% | +19,353+25.2% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 9,140 | $252.0 萬 | 0.3% | +56+0.6% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 4,520 | $249.4 萬 | 0.3% | −534−10.6% | 減碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 37,896 | $240.6 萬 | 0.3% | −887−2.3% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 10,522 | $227.1 萬 | 0.3% | −1,551−12.8% | 減碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 88,818 | $224.7 萬 | 0.3% | −9,659−9.8% | 減碼 | – |
| CLColgate Palmolive Co | Stock | 24,631 | $223.9 萬 | 0.3% | −337−1.3% | 減碼 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 28,936 | $223.7 萬 | 0.3% | −227−0.8% | 減碼 | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 23,753 | $223.2 萬 | 0.3% | −328−1.4% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 19,922 | $217.7 萬 | 0.3% | −62−0.3% | 減碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 3,777 | $214.0 萬 | 0.3% | −241−6.0% | 減碼 | 歷史 |
| EQIXEquinix Inc | COM | 2,650 | $210.8 萬 | 0.3% | +3+0.1% | 加碼 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 17,896 | $207.9 萬 | 0.3% | +583+3.4% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 8,598 | $203.7 萬 | 0.3% | −426−4.7% | 減碼 | – |
| MAMastercard Inc | Stock | 3,607 | $202.7 萬 | 0.3% | +4+0.1% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 32,493 | $201.5 萬 | 0.3% | −52−0.2% | 減碼 | – |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 43,879 | $183.9 萬 | 0.2% | +186+0.4% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 10,201 | $181.0 萬 | 0.2% | −552−5.1% | 減碼 | 歷史 |
| iShares Tr464288323 | NEW YORK MUN ETF | 28,716 | $149.7 萬 | 0.2% | +3,913+15.8% | 加碼 | – |
| NFLXNetflix Inc | Stock | 1,087 | $145.6 萬 | 0.2% | +16+1.5% | 加碼 | 歷史 |
| American Centy ETF Tr025072299 | AVAN RE INTL ETF | 21,461 | $145.0 萬 | 0.2% | −407−1.9% | 減碼 | – |
| COMPCompass, Inc. | CL A | 228,823 | $143.7 萬 | 0.2% | +690.0% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 7,405 | $137.5 萬 | 0.2% | −143−1.9% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 8,051 | $132.4 萬 | 0.2% | +801+11.0% | 加碼 | – |
| iShares Tr46436E759 | ESG EAFE ETF | 17,329 | $129.0 萬 | 0.2% | −120−0.7% | 減碼 | – |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 30,786 | $125.4 萬 | 0.2% | +362+1.2% | 加碼 | – |
| ORCLOracle Corp | Stock | 5,701 | $124.6 萬 | 0.2% | +22+0.4% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,220 | $120.8 萬 | 0.2% | −50−3.9% | 減碼 | 歷史 |
| APHAmphenol Corp | CL A | 12,117 | $119.7 萬 | 0.2% | +2,799+30.0% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,530 | $119.3 萬 | 0.2% | −84−5.2% | 減碼 | 歷史 |
| Nushares ETF Tr67092P409 | NUVEEN ESG MIDCP | 24,482 | $118.6 萬 | 0.2% | +747+3.1% | 加碼 | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 40,183 | $118.3 萬 | 0.2% | +17,823+79.7% | 加碼 | – |
| UBERUber Technologies, Inc | Stock | 12,533 | $116.9 萬 | 0.2% | −1,858−12.9% | 減碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 23,640 | $115.9 萬 | 0.2% | −8,029−25.4% | 減碼 | – |
| ISRGIntuitive Surgical Inc | COM NEW | 2,080 | $113.0 萬 | 0.1% | −54−2.5% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 3,431 | $107.0 萬 | 0.1% | −403−10.5% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 7,541 | $107.0 萬 | 0.1% | −572−7.1% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 5,203 | $106.5 萬 | 0.1% | 00.0% | 不變 | – |
| JNJJohnson & Johnson | Stock | 6,902 | $105.4 萬 | 0.1% | −2,007−22.5% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 9,314 | $100.4 萬 | 0.1% | −92−1.0% | 減碼 | 歷史 |
| Nushares ETF Tr67092P508 | NUVEEN ESG MIDVL | 27,485 | $99.1 萬 | 0.1% | +545+2.0% | 加碼 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 7,046 | $97.7 萬 | 0.1% | −324−4.4% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 2,648 | $97.1 萬 | 0.1% | +159+6.4% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 9,830 | $96.1 萬 | 0.1% | +103+1.1% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 5,977 | $95.2 萬 | 0.1% | −570−8.7% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 3,330 | $94.7 萬 | 0.1% | +634+23.5% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 9,420 | $93.4 萬 | 0.1% | +10.0% | 加碼 | – |
| NOWServiceNow, Inc. | Stock | 907 | $93.2 萬 | 0.1% | −16−1.7% | 減碼 | 歷史 |
| SHOPShopify Inc. | Stock | 7,980 | $92.0 萬 | 0.1% | −5,047−38.7% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 6,068 | $90.8 萬 | 0.1% | −1,148−15.9% | 減碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 6,493 | $88.5 萬 | 0.1% | −104−1.6% | 減碼 | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 6,133 | $81.0 萬 | 0.1% | −307−4.8% | 減碼 | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 31,407 | $77.1 萬 | 0.1% | −3,504−10.0% | 減碼 | – |
| RTXRTX Corp | Stock | 5,144 | $75.1 萬 | 0.1% | +62+1.2% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 2,467 | $72.7 萬 | 0.1% | +322+15.0% | 加碼 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 6,756 | $71.8 萬 | 0.1% | 00.0% | 不變 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 7,769 | $69.5 萬 | 0.1% | −553−6.6% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 13,900 | $68.7 萬 | 0.1% | 00.0% | 不變 | – |
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。
2025 年第 1 季之後清倉（18 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Ea Series Trust02072L565 | ALPHA ARCH 1-3 | 11,090 | $123.6 萬 | 0.2% | – |
| UPSUnited Parcel Service Inc | Stock | 4,187 | $46.1 萬 | 0.1% | 歷史 |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 11,723 | $36.1 萬 | 0.1% | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 2,152 | $27.8 萬 | <0.1% | – |
| KVUEKenvue Inc. | Stock | 10,941 | $26.2 萬 | <0.1% | 歷史 |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 9,230 | $25.3 萬 | <0.1% | – |
| UNPUnion Pacific Corp | Stock | 1,064 | $25.1 萬 | <0.1% | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 477 | $23.7 萬 | <0.1% | 歷史 |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 7,724 | $21.3 萬 | <0.1% | – |
| Schwab Fundamental International Small Equity ETF808524748 | ETF | 5,868 | $21.2 萬 | <0.1% | – |
| LMTLockheed Martin Corp | Stock | 471 | $21.0 萬 | <0.1% | 歷史 |
| AIGAmerican International Group, Inc. | Stock | 2,411 | $21.0 萬 | <0.1% | 歷史 |
| SBUXStarbucks Corp | Stock | 2,099 | $20.6 萬 | <0.1% | 歷史 |
| TSCOTractor Supply Co | COM | 3,703 | $20.4 萬 | <0.1% | 歷史 |
| MOAltria Group, Inc. | Stock | 3,367 | $20.2 萬 | <0.1% | 歷史 |
| OCEAOcean Biomedical, Inc. | COM | 69,570 | $3,757 | <0.1% | 歷史 |
| PEVMPhoenix Motor Inc. | COM NEW | 10,756 | $3,745 | <0.1% | 歷史 |
| QVCGAOld QVC Group, Inc. | COM SER A | 12,084 | $2,430 | <0.1% | 歷史 |