Revolve Wealth Partners, LLC
- SEC CIK
- 0001808992
- 最新申報
- 2026/7/9
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/10/14 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 232
- 較 2025 年第 2 季 +6
- 總值
- $8.34 億
- 較 2025 年第 2 季 +$6,783 萬 (+8.9%)
| 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 | 391,033 | $1.28 億 | 15.4% | −1,648−0.4% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 580,822 | $5,071 萬 | 6.1% | +60.0% | 加碼 | – |
| Alpha Architect ETF Tr02072L201 | INTL QUAN VALUE | 1,399,493 | $4,222 萬 | 5.1% | +46,647+3.4% | 加碼 | – |
| Alpha Architect ETF Tr02072L771 | SPARKLINE INTANG | 799,798 | $2,776 萬 | 3.3% | +23,746+3.1% | 加碼 | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 1,108,013 | $2,762 萬 | 3.3% | −76,195−6.4% | 減碼 | – |
| Alpha Architect ETF Tr02072L409 | US QUAN MOMENTUM | 424,355 | $2,735 萬 | 3.3% | +17,527+4.3% | 加碼 | – |
| Cambria ETF Tr132061201 | SHSHLD YIELD ETF | 381,901 | $2,622 萬 | 3.1% | +15,829+4.3% | 加碼 | – |
| RBB FD Inc74933W452 | F/M US TREASURY | 510,740 | $2,554 萬 | 3.1% | +24,253+5.0% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 1,033,860 | $2,407 萬 | 2.9% | +88,570+9.4% | 加碼 | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 421,438 | $1,920 萬 | 2.3% | +9,093+2.2% | 加碼 | – |
| AAPLApple Inc. | Stock | 74,815 | $1,905 萬 | 2.3% | +6,734+9.9% | 加碼 | 歷史 |
| WisdomTree Tr97717X131 | INTL QULTY DIV | 459,464 | $1,832 萬 | 2.2% | +33,508+7.9% | 加碼 | – |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 208,829 | $1,817 萬 | 2.2% | −4,598−2.2% | 減碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 753,124 | $1,768 萬 | 2.1% | +28,333+3.9% | 加碼 | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 411,245 | $1,758 萬 | 2.1% | +4,606+1.1% | 加碼 | – |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 320,604 | $1,632 萬 | 2.0% | +89,992+39.0% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 142,195 | $1,514 萬 | 1.8% | +8,880+6.7% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 28,644 | $1,484 萬 | 1.8% | +1,259+4.6% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 77,183 | $1,440 萬 | 1.7% | +1,778+2.4% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 448,374 | $1,431 萬 | 1.7% | −2,382−0.5% | 減碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 130,878 | $1,303 萬 | 1.6% | +8,626+7.1% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 19,438 | $1,301 萬 | 1.6% | +1,023+5.6% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 428,227 | $1,128 萬 | 1.4% | −2,238−0.5% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 133,949 | $802.6 萬 | 1.0% | +4,863+3.8% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 15,089 | $723.7 萬 | 0.9% | −258−1.7% | 減碼 | – |
| TSLATesla, Inc. | Stock | 15,578 | $692.8 萬 | 0.8% | −1,829−10.5% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 8,828 | $648.3 萬 | 0.8% | +831+10.4% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 27,018 | $593.2 萬 | 0.7% | +208+0.8% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E719 | BLOO EN ANGE ETF | 319,158 | $593.0 萬 | 0.7% | +13,670+4.5% | 加碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 51,622 | $587.9 萬 | 0.7% | −395−0.8% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 7,652 | $509.7 萬 | 0.6% | −71−0.9% | 減碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 63,696 | $467.9 萬 | 0.6% | +260.0% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 14,165 | $446.8 萬 | 0.5% | +123+0.9% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 17,981 | $437.1 萬 | 0.5% | +631+3.6% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 11,979 | $409.0 萬 | 0.5% | −191−1.6% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 14,461 | $408.1 萬 | 0.5% | −666−4.4% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 6,392 | $391.4 萬 | 0.5% | −654−9.3% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 6,590 | $331.3 萬 | 0.4% | +49+0.7% | 加碼 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 107,906 | $319.8 萬 | 0.4% | −258−0.2% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 10,681 | $313.7 萬 | 0.4% | −307−2.8% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 9,410 | $310.5 萬 | 0.4% | +270+3.0% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 12,101 | $292.8 萬 | 0.4% | +1,579+15.0% | 加碼 | – |
| Dimensional ETF Trust25434V690 | INTERNATIONAL | 63,720 | $260.9 萬 | 0.3% | −1,144−1.8% | 減碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 95,141 | $259.7 萬 | 0.3% | −869−0.9% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 10,637 | $259.1 萬 | 0.3% | +436+4.3% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 5,498 | $257.5 萬 | 0.3% | −1,198−17.9% | 減碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 37,523 | $254.5 萬 | 0.3% | −373−1.0% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 4,204 | $252.4 萬 | 0.3% | −316−7.0% | 減碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 89,366 | $249.3 萬 | 0.3% | +548+0.6% | 加碼 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 28,954 | $239.1 萬 | 0.3% | +18+0.1% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 19,856 | $235.9 萬 | 0.3% | −66−0.3% | 減碼 | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 22,977 | $228.5 萬 | 0.3% | −776−3.3% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 8,926 | $227.0 萬 | 0.3% | +328+3.8% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 3,785 | $225.6 萬 | 0.3% | +8+0.2% | 加碼 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 17,459 | $219.9 萬 | 0.3% | −437−2.4% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 32,414 | $211.5 萬 | 0.3% | −79−0.2% | 減碼 | – |
| Ea Series Trust02072Q853 | ALPHA ARCHITECT | 38,673 | $208.8 萬 | 0.3% | +38,673 | 新進 | – |
| MAMastercard Inc | Stock | 3,624 | $206.2 萬 | 0.2% | +17+0.5% | 加碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 24,474 | $195.6 萬 | 0.2% | −157−0.6% | 減碼 | 歷史 |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 44,175 | $193.6 萬 | 0.2% | +296+0.7% | 加碼 | – |
| EQIXEquinix Inc | COM | 2,462 | $192.8 萬 | 0.2% | −188−7.1% | 減碼 | 歷史 |
| COMPCompass, Inc. | CL A | 228,876 | $183.8 萬 | 0.2% | +530.0% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 7,555 | $174.9 萬 | 0.2% | +150+2.0% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 6,048 | $170.1 萬 | 0.2% | +347+6.1% | 加碼 | 歷史 |
| TOLToll Brothers, Inc. | COM | 11,566 | $159.8 萬 | 0.2% | +11,566 | 新進 | 歷史 |
| iShares Tr464288323 | NEW YORK MUN ETF | 28,827 | $153.8 萬 | 0.2% | +111+0.4% | 加碼 | – |
| American Centy ETF Tr025072299 | AVAN RE INTL ETF | 21,076 | $150.8 萬 | 0.2% | −385−1.8% | 減碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 8,052 | $140.6 萬 | 0.2% | +10.0% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 7,554 | $140.1 萬 | 0.2% | +652+9.4% | 加碼 | 歷史 |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 31,525 | $139.0 萬 | 0.2% | +739+2.4% | 加碼 | – |
| iShares Tr46436E759 | ESG EAFE ETF | 17,249 | $130.6 萬 | 0.2% | −80−0.5% | 減碼 | – |
| NFLXNetflix Inc | Stock | 1,081 | $129.6 萬 | 0.2% | −6−0.6% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 11,222 | $126.5 萬 | 0.2% | +1,908+20.5% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 7,735 | $125.1 萬 | 0.2% | +194+2.6% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 38,886 | $123.8 萬 | 0.1% | −1,297−3.2% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 3,584 | $123.8 萬 | 0.1% | +153+4.5% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 6,592 | $120.3 萬 | 0.1% | +99+1.5% | 加碼 | 歷史 |
| Nushares ETF Tr67092P409 | NUVEEN ESG MIDCP | 24,565 | $119.6 萬 | 0.1% | +83+0.3% | 加碼 | – |
| APHAmphenol Corp | CL A | 9,443 | $116.9 萬 | 0.1% | −2,674−22.1% | 減碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 22,503 | $112.7 萬 | 0.1% | −1,137−4.8% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 1,207 | $111.7 萬 | 0.1% | −13−1.1% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 5,169 | $111.5 萬 | 0.1% | −34−0.7% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 2,716 | $110.0 萬 | 0.1% | +68+2.6% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,438 | $109.7 萬 | 0.1% | −92−6.0% | 減碼 | 歷史 |
| Nushares ETF Tr67092P508 | NUVEEN ESG MIDVL | 27,764 | $107.4 萬 | 0.1% | +279+1.0% | 加碼 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 7,370 | $105.0 萬 | 0.1% | +324+4.6% | 加碼 | – |
| WMTWalmart Inc. | Stock | 9,926 | $102.3 萬 | 0.1% | +96+1.0% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 10,406 | $101.9 萬 | 0.1% | −2,127−17.0% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 5,844 | $99.8 萬 | 0.1% | −224−3.7% | 減碼 | 歷史 |
| SHOPShopify Inc. | Stock | 6,716 | $99.8 萬 | 0.1% | −1,264−15.8% | 減碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 9,624 | $96.5 萬 | 0.1% | +204+2.2% | 加碼 | – |
| LENLennar Corp | CL A | 7,448 | $93.9 萬 | 0.1% | +7,448 | 新進 | 歷史 |
| PGProcter & Gamble Co | Stock | 5,882 | $90.4 萬 | 0.1% | −95−1.6% | 減碼 | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 6,440 | $89.9 萬 | 0.1% | +307+5.0% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 3,060 | $89.9 萬 | 0.1% | −270−8.1% | 減碼 | – |
| ISRGIntuitive Surgical Inc | COM NEW | 1,949 | $87.2 萬 | 0.1% | −131−6.3% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 5,045 | $84.4 萬 | 0.1% | −99−1.9% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 896 | $82.5 萬 | 0.1% | −11−1.2% | 減碼 | 歷史 |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 31,307 | $82.3 萬 | 0.1% | −100−0.3% | 減碼 | – |
| BACBank of America Corp | Stock | 14,731 | $76.0 萬 | 0.1% | +1,098+8.1% | 加碼 | 歷史 |
2025 年第 2 季之後清倉（14 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 18,672 | $36.7 萬 | <0.1% | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 5,717 | $31.5 萬 | <0.1% | – |
| CMGChipotle Mexican Grill Inc | COM | 4,745 | $26.6 萬 | <0.1% | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 12,181 | $25.2 萬 | <0.1% | – |
| CVNACarvana Co. | CL A | 725 | $24.4 萬 | <0.1% | 歷史 |
| WisdomTree Tr97717W844 | GLOB EX US QU FD | 5,987 | $24.1 萬 | <0.1% | – |
| RBB FD Inc74933W494 | US TREAS 3 YR NT | 4,809 | $23.9 萬 | <0.1% | – |
| RBB FD Inc74933W486 | US TREASY 2 YR | 4,902 | $23.8 萬 | <0.1% | – |
| HUBSHubSpot Inc | COM | 419 | $23.3 萬 | <0.1% | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 3,556 | $22.7 萬 | <0.1% | – |
| WisdomTree Tr97717W570 | US MIDCAP FUND | 3,616 | $22.3 萬 | <0.1% | – |
| ACNAccenture plc | Stock | 719 | $21.5 萬 | <0.1% | 歷史 |
| TXNTexas Instruments Inc | Stock | 966 | $20.1 萬 | <0.1% | 歷史 |
| SYKStryker Corp | Stock | 506 | $20.0 萬 | <0.1% | 歷史 |