Revolve Wealth Partners, LLC
- SEC CIK
- 0001808992
- 最新申報
- 2026/7/9
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/1/20 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 228
- 較 2025 年第 3 季 −4
- 總值
- $8.51 億
- 較 2025 年第 3 季 +$1,717 萬 (+2.1%)
| 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 | 386,330 | $1.30 億 | 15.2% | −4,703−1.2% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 583,284 | $5,218 萬 | 6.1% | +2,462+0.4% | 加碼 | – |
| Alpha Architect ETF Tr02072L201 | INTL QUAN VALUE | 1,389,492 | $4,371 萬 | 5.1% | −10,001−0.7% | 減碼 | – |
| Alpha Architect ETF Tr02072L771 | SPARKLINE INTANG | 792,783 | $2,936 萬 | 3.5% | −7,015−0.9% | 減碼 | – |
| Alpha Architect ETF Tr02072L409 | US QUAN MOMENTUM | 428,269 | $2,796 萬 | 3.3% | +3,914+0.9% | 加碼 | – |
| Cambria ETF Tr132061201 | SHSHLD YIELD ETF | 386,989 | $2,690 萬 | 3.2% | +5,088+1.3% | 加碼 | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 1,062,705 | $2,650 萬 | 3.1% | −45,308−4.1% | 減碼 | – |
| Schwab International Equity ETF808524805 | ETF | 1,048,663 | $2,521 萬 | 3.0% | +14,803+1.4% | 加碼 | – |
| RBB FD Inc74933W452 | F/M US TREASURY | 485,572 | $2,422 萬 | 2.8% | −25,168−4.9% | 減碼 | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 441,931 | $2,020 萬 | 2.4% | +20,493+4.9% | 加碼 | – |
| WisdomTree Tr97717X131 | INTL QULTY DIV | 466,981 | $1,937 萬 | 2.3% | +7,517+1.6% | 加碼 | – |
| AAPLApple Inc. | Stock | 70,873 | $1,927 萬 | 2.3% | −3,942−5.3% | 減碼 | 歷史 |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 212,263 | $1,870 萬 | 2.2% | +3,434+1.6% | 加碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 789,604 | $1,845 萬 | 2.2% | +36,480+4.8% | 加碼 | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 425,300 | $1,810 萬 | 2.1% | +14,055+3.4% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 148,750 | $1,593 萬 | 1.9% | +6,555+4.6% | 加碼 | – |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 301,236 | $1,540 萬 | 1.8% | −19,368−6.0% | 減碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 451,937 | $1,474 萬 | 1.7% | +3,563+0.8% | 加碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 134,340 | $1,370 萬 | 1.6% | +3,462+2.6% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 71,443 | $1,332 萬 | 1.6% | −5,740−7.4% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 26,961 | $1,304 萬 | 1.5% | −1,683−5.9% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 17,542 | $1,202 萬 | 1.4% | −1,896−9.8% | 減碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 430,740 | $1,159 萬 | 1.4% | +2,513+0.6% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 139,223 | $869.7 萬 | 1.0% | +5,274+3.9% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 15,510 | $756.7 萬 | 0.9% | +421+2.8% | 加碼 | – |
| TSLATesla, Inc. | Stock | 14,866 | $668.6 萬 | 0.8% | −712−4.6% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E719 | BLOO EN ANGE ETF | 331,072 | $615.8 萬 | 0.7% | +11,914+3.7% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 9,080 | $599.4 萬 | 0.7% | +252+2.9% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 25,247 | $582.7 萬 | 0.7% | −1,771−6.6% | 減碼 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 51,102 | $582.2 萬 | 0.7% | −520−1.0% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 17,757 | $555.8 萬 | 0.7% | −224−1.2% | 減碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 63,702 | $480.6 萬 | 0.6% | +60.0% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 6,782 | $462.5 萬 | 0.5% | −870−11.4% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 13,911 | $455.3 萬 | 0.5% | −550−3.8% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 14,123 | $455.1 萬 | 0.5% | −42−0.3% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 6,572 | $412.1 萬 | 0.5% | +180+2.8% | 加碼 | – |
| VVisa Inc. | Stock | 11,734 | $411.5 萬 | 0.5% | −245−2.0% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 6,651 | $334.3 萬 | 0.4% | +61+0.9% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 9,616 | $332.8 萬 | 0.4% | +206+2.2% | 加碼 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 106,531 | $320.3 萬 | 0.4% | −1,375−1.3% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 10,079 | $316.3 萬 | 0.4% | −558−5.2% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 10,553 | $306.3 萬 | 0.4% | −128−1.2% | 減碼 | – |
| BITWBitwise 10 Crypto Index ETF | UNIT BENEFICIAL | 48,253 | $283.5 萬 | 0.3% | +48,253 | 新進 | 歷史 |
| Dimensional ETF Trust25434V690 | INTERNATIONAL | 66,032 | $282.9 萬 | 0.3% | +2,312+3.6% | 加碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 37,164 | $265.4 萬 | 0.3% | −359−1.0% | 減碼 | – |
| Ea Series Trust02072Q358 | ALPHA ARCHITECT | 53,012 | $261.5 萬 | 0.3% | +53,012 | 新進 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 94,945 | $260.4 萬 | 0.3% | −196−0.2% | 減碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 89,210 | $254.1 萬 | 0.3% | −156−0.2% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 5,306 | $251.1 萬 | 0.3% | −192−3.5% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 10,089 | $248.3 萬 | 0.3% | −2,012−16.6% | 減碼 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 28,970 | $245.2 萬 | 0.3% | +16+0.1% | 加碼 | – |
| COMPCompass, Inc. | CL A | 228,942 | $242.0 萬 | 0.3% | +660.0% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,841 | $236.0 萬 | 0.3% | −363−8.6% | 減碼 | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 24,048 | $235.2 萬 | 0.3% | +1,071+4.7% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 19,310 | $232.1 萬 | 0.3% | −546−2.7% | 減碼 | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 17,983 | $231.7 萬 | 0.3% | +524+3.0% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 3,785 | $228.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 8,396 | $216.6 萬 | 0.3% | −530−5.9% | 減碼 | – |
| Ea Series Trust02072Q853 | ALPHA ARCHITECT | 38,206 | $210.5 萬 | 0.2% | −467−1.2% | 減碼 | – |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 45,681 | $205.8 萬 | 0.2% | +1,506+3.4% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 30,537 | $201.5 萬 | 0.2% | −1,877−5.8% | 減碼 | – |
| MAMastercard Inc | Stock | 3,422 | $195.3 萬 | 0.2% | −202−5.6% | 減碼 | 歷史 |
| EQIXEquinix Inc | COM | 2,396 | $183.6 萬 | 0.2% | −66−2.7% | 減碼 | 歷史 |
| American Centy ETF Tr025072885 | US EQT ETF | 16,420 | $183.5 萬 | 0.2% | +16,420 | 新進 | – |
| ABBVAbbVie Inc. | Stock | 7,554 | $172.6 萬 | 0.2% | −10.0% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,596 | $171.5 萬 | 0.2% | +158+11.0% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 7,864 | $168.4 萬 | 0.2% | +129+1.7% | 加碼 | 歷史 |
| American Centy ETF Tr025072299 | AVAN RE INTL ETF | 21,586 | $160.3 萬 | 0.2% | +510+2.4% | 加碼 | – |
| iShares Tr464288323 | NEW YORK MUN ETF | 29,545 | $158.1 萬 | 0.2% | +718+2.5% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 7,597 | $157.2 萬 | 0.2% | +43+0.6% | 加碼 | 歷史 |
| TOLToll Brothers, Inc. | COM | 11,562 | $156.3 萬 | 0.2% | −40.0% | 減碼 | 歷史 |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 32,613 | $145.6 萬 | 0.2% | +1,088+3.5% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 8,052 | $142.8 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr46436E759 | ESG EAFE ETF | 18,242 | $137.1 萬 | 0.2% | +993+5.8% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 11,377 | $136.9 萬 | 0.2% | +155+1.4% | 加碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 25,875 | $130.1 萬 | 0.2% | +3,372+15.0% | 加碼 | – |
| APHAmphenol Corp | CL A | 9,423 | $127.3 萬 | 0.1% | −20−0.2% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 16,022 | $126.6 萬 | 0.1% | −8,452−34.5% | 減碼 | 歷史 |
| Nushares ETF Tr67092P409 | NUVEEN ESG MIDCP | 26,176 | $125.0 萬 | 0.1% | +1,611+6.6% | 加碼 | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 37,021 | $121.8 萬 | 0.1% | −1,865−4.8% | 減碼 | – |
| PLTRPalantir Technologies Inc. | Stock | 6,678 | $118.7 萬 | 0.1% | +86+1.3% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 3,536 | $116.7 萬 | 0.1% | −48−1.3% | 減碼 | 歷史 |
| MUMicron Technology Inc | Stock | 4,006 | $114.3 萬 | 0.1% | +80+2.0% | 加碼 | 歷史 |
| Nushares ETF Tr67092P508 | NUVEEN ESG MIDVL | 28,979 | $113.3 萬 | 0.1% | +1,215+4.4% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 5,147 | $113.1 萬 | 0.1% | −22−0.4% | 減碼 | – |
| ISRGIntuitive Surgical Inc | COM NEW | 1,947 | $110.3 萬 | 0.1% | −2−0.1% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 5,624 | $109.6 萬 | 0.1% | −424−7.0% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 9,776 | $108.9 萬 | 0.1% | −150−1.5% | 減碼 | 歷史 |
| SHOPShopify Inc. | Stock | 6,579 | $105.9 萬 | 0.1% | −137−2.0% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,146 | $98.8 萬 | 0.1% | −61−5.1% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 10,427 | $97.8 萬 | 0.1% | −383−3.5% | 減碼依 10 比 1 拆股換算 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 7,046 | $96.5 萬 | 0.1% | −324−4.4% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 9,571 | $95.6 萬 | 0.1% | −53−0.6% | 減碼 | – |
| RTXRTX Corp | Stock | 5,061 | $92.8 萬 | 0.1% | +16+0.3% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 16,153 | $86.8 萬 | 0.1% | +2,253+16.2% | 加碼 | – |
| BXBlackstone Inc. | COM | 5,600 | $86.3 萬 | 0.1% | −244−4.2% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 2,499 | $86.0 萬 | 0.1% | −217−8.0% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 3,060 | $85.4 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 5,954 | $84.0 萬 | 0.1% | −486−7.5% | 減碼 | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 30,311 | $82.5 萬 | 0.1% | −996−3.2% | 減碼 | – |
2025 年第 3 季之後清倉（14 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Russell 1000 Value ETF464287598 | ETF | 1,420 | $28.9 萬 | <0.1% | – |
| PINSPinterest, Inc. | CL A | 7,478 | $24.1 萬 | <0.1% | 歷史 |
| KRKroger Co | Stock | 3,312 | $22.3 萬 | <0.1% | 歷史 |
| MOAltria Group, Inc. | Stock | 3,337 | $22.0 萬 | <0.1% | 歷史 |
| RBB FD Inc74933W478 | US TREASRY 12 MT | 4,336 | $21.8 萬 | <0.1% | – |
| NOCNorthrop Grumman Corp | Stock | 346 | $21.1 萬 | <0.1% | 歷史 |
| ZBRAZebra Technologies Corp | CL A | 708 | $21.0 萬 | <0.1% | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 878 | $21.0 萬 | <0.1% | 歷史 |
| TSCOTractor Supply Co | COM | 3,691 | $21.0 萬 | <0.1% | 歷史 |
| BSXBoston Scientific Corp | Stock | 2,126 | $20.8 萬 | <0.1% | 歷史 |
| AIGAmerican International Group, Inc. | Stock | 2,596 | $20.4 萬 | <0.1% | 歷史 |
| TTTrane Technologies plc | SHS | 475 | $20.0 萬 | <0.1% | 歷史 |
| KVUEKenvue Inc. | Stock | 10,005 | $16.2 萬 | <0.1% | 歷史 |
| STROSutro Biopharma, Inc. | COM | 11,002 | $9,554 | <0.1% | 歷史 |