Revolve Wealth Partners, LLC
- SEC CIK
- 0001808992
- 最新申報
- 2026/7/9
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/4/13 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 229
- 較 2025 年第 4 季 +1
- 總值
- $7.70 億
- 較 2025 年第 4 季 −$8,106 萬 (−9.5%)
| 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 | 355,863 | $1.14 億 | 14.8% | −30,467−7.9% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 522,492 | $4,730 萬 | 6.1% | −60,792−10.4% | 減碼 | – |
| Alpha Architect ETF Tr02072L201 | INTL QUAN VALUE | 1,242,115 | $4,218 萬 | 5.5% | −147,377−10.6% | 減碼 | – |
| Alpha Architect ETF Tr02072L409 | US QUAN MOMENTUM | 405,534 | $2,770 萬 | 3.6% | −22,735−5.3% | 減碼 | – |
| Cambria ETF Tr132061201 | SHSHLD YIELD ETF | 364,183 | $2,746 萬 | 3.6% | −22,806−5.9% | 減碼 | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 1,088,948 | $2,701 萬 | 3.5% | +26,243+2.5% | 加碼 | – |
| Alpha Architect ETF Tr02072L771 | SPARKLINE INTANG | 731,857 | $2,624 萬 | 3.4% | −60,926−7.7% | 減碼 | – |
| Schwab International Equity ETF808524805 | ETF | 1,050,120 | $2,599 萬 | 3.4% | +1,457+0.1% | 加碼 | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 439,995 | $1,995 萬 | 2.6% | −1,936−0.4% | 減碼 | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 433,572 | $1,831 萬 | 2.4% | +8,272+1.9% | 加碼 | – |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 197,288 | $1,762 萬 | 2.3% | −14,975−7.1% | 減碼 | – |
| WisdomTree Tr97717X131 | INTL QULTY DIV | 432,796 | $1,737 萬 | 2.3% | −34,185−7.3% | 減碼 | – |
| AAPLApple Inc. | Stock | 67,926 | $1,724 萬 | 2.2% | −2,947−4.2% | 減碼 | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 739,543 | $1,717 萬 | 2.2% | −50,061−6.3% | 減碼 | – |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 295,300 | $1,481 萬 | 1.9% | −5,936−2.0% | 減碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 125,794 | $1,390 萬 | 1.8% | −8,546−6.4% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 71,609 | $1,249 萬 | 1.6% | +166+0.2% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 422,617 | $1,231 萬 | 1.6% | −29,320−6.5% | 減碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 112,771 | $1,197 萬 | 1.6% | −35,979−24.2% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 17,964 | $1,173 萬 | 1.5% | +422+2.4% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 413,626 | $1,061 萬 | 1.4% | −17,114−4.0% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 25,107 | $929.4 萬 | 1.2% | −1,854−6.9% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 128,648 | $824.4 萬 | 1.1% | −10,575−7.6% | 減碼 | – |
| RBB FD Inc74933W452 | F/M US TREASURY | 131,872 | $657.5 萬 | 0.9% | −353,700−72.8% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 14,946 | $652.8 萬 | 0.8% | −564−3.6% | 減碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 51,263 | $570.9 萬 | 0.7% | +161+0.3% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E719 | BLOO EN ANGE ETF | 314,354 | $564.0 萬 | 0.7% | −16,718−5.0% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 18,027 | $518.4 萬 | 0.7% | +270+1.5% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 8,943 | $511.7 萬 | 0.7% | −137−1.5% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 24,210 | $504.2 萬 | 0.7% | −1,037−4.1% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 13,298 | $467.9 萬 | 0.6% | −613−4.4% | 減碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 59,499 | $458.8 萬 | 0.6% | −4,203−6.6% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 6,346 | $412.7 萬 | 0.5% | −436−6.4% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 12,789 | $376.2 萬 | 0.5% | −1,334−9.4% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 11,684 | $353.1 萬 | 0.5% | −50−0.4% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 5,632 | $336.6 萬 | 0.4% | −940−14.3% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 6,841 | $327.8 萬 | 0.4% | +190+2.9% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 10,035 | $310.6 萬 | 0.4% | +419+4.4% | 加碼 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 96,754 | $299.6 萬 | 0.4% | −9,777−9.2% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 10,291 | $295.2 萬 | 0.4% | +212+2.1% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 94,546 | $290.1 萬 | 0.4% | −399−0.4% | 減碼 | – |
| Ea Series Trust02072L565 | ALPHA ARCH 1-3 | 24,884 | $289.4 萬 | 0.4% | +22,864+1,131.9% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 9,889 | $284.0 萬 | 0.4% | −664−6.3% | 減碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 38,152 | $283.7 萬 | 0.4% | +988+2.7% | 加碼 | – |
| Dimensional ETF Trust25434V690 | INTERNATIONAL | 63,413 | $268.9 萬 | 0.3% | −2,619−4.0% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 4,640 | $267.8 萬 | 0.3% | +799+20.8% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 88,746 | $258.1 萬 | 0.3% | −464−0.5% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 49,065 | $250.1 萬 | 0.3% | +35,453+260.5% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 9,765 | $242.2 萬 | 0.3% | −324−3.2% | 減碼 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 27,170 | $235.4 萬 | 0.3% | −1,800−6.2% | 減碼 | – |
| TSLATesla, Inc. | Stock | 6,216 | $231.1 萬 | 0.3% | −8,650−58.2% | 減碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 3,649 | $225.1 萬 | 0.3% | −136−3.6% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 17,827 | $221.6 萬 | 0.3% | −1,483−7.7% | 減碼 | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 17,809 | $215.8 萬 | 0.3% | −174−1.0% | 減碼 | – |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 45,482 | $206.9 萬 | 0.3% | −199−0.4% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 7,895 | $206.8 萬 | 0.3% | −501−6.0% | 減碼 | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 22,461 | $204.3 萬 | 0.3% | −1,587−6.6% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 11,357 | $192.7 萬 | 0.3% | −20−0.2% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 7,847 | $191.8 萬 | 0.2% | +250+3.3% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 4,403 | $187.8 萬 | 0.2% | −903−17.0% | 減碼 | – |
| American Centy ETF Tr025072885 | US EQT ETF | 15,952 | $177.4 萬 | 0.2% | −468−2.9% | 減碼 | – |
| Ea Series Trust02072Q358 | ALPHA ARCHITECT | 37,692 | $175.3 萬 | 0.2% | −15,320−28.9% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 25,692 | $173.5 萬 | 0.2% | −4,845−15.9% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 7,821 | $170.1 萬 | 0.2% | +267+3.5% | 加碼 | 歷史 |
| COMPCompass, Inc. | CL A | 229,617 | $167.8 萬 | 0.2% | +675+0.3% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 3,320 | $165.9 萬 | 0.2% | −102−3.0% | 減碼 | 歷史 |
| TOLToll Brothers, Inc. | COM | 11,792 | $160.9 萬 | 0.2% | +230+2.0% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 7,780 | $158.3 萬 | 0.2% | −84−1.1% | 減碼 | 歷史 |
| American Centy ETF Tr025072299 | AVAN RE INTL ETF | 20,697 | $152.4 萬 | 0.2% | −889−4.1% | 減碼 | – |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 32,388 | $145.9 萬 | 0.2% | −225−0.7% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 1,578 | $145.1 萬 | 0.2% | −18−1.1% | 減碼 | 歷史 |
| MUMicron Technology Inc | Stock | 4,296 | $145.1 萬 | 0.2% | +290+7.2% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 7,694 | $141.8 萬 | 0.2% | −358−4.4% | 減碼 | – |
| iShares Tr46436E759 | ESG EAFE ETF | 18,137 | $136.8 萬 | 0.2% | −105−0.6% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 1,248 | $124.4 萬 | 0.2% | +102+8.9% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 9,927 | $123.4 萬 | 0.2% | +151+1.5% | 加碼 | 歷史 |
| Ea Series Trust02072Q853 | ALPHA ARCHITECT | 23,350 | $122.3 萬 | 0.2% | −14,856−38.9% | 減碼 | – |
| CLColgate Palmolive Co | Stock | 13,979 | $119.1 萬 | 0.2% | −2,043−12.8% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 32,152 | $112.7 萬 | 0.1% | −4,869−13.2% | 減碼 | – |
| Nushares ETF Tr67092P508 | NUVEEN ESG MIDVL | 29,055 | $112.6 萬 | 0.1% | +76+0.3% | 加碼 | – |
| NFLXNetflix Inc | Stock | 11,205 | $107.7 萬 | 0.1% | +778+7.5% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 5,353 | $103.3 萬 | 0.1% | +292+5.8% | 加碼 | 歷史 |
| Nushares ETF Tr67092P409 | NUVEEN ESG MIDCP | 24,639 | $101.2 萬 | 0.1% | −1,537−5.9% | 減碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 20,085 | $100.2 萬 | 0.1% | −5,790−22.4% | 減碼 | – |
| PLTRPalantir Technologies Inc. | Stock | 6,547 | $95.8 萬 | 0.1% | −131−2.0% | 減碼 | 歷史 |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 33,975 | $94.6 萬 | 0.1% | +3,664+12.1% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 3,337 | $90.3 萬 | 0.1% | −199−5.6% | 減碼 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 7,040 | $90.2 萬 | 0.1% | −6−0.1% | 減碼 | – |
| GEGeneral Electric Co | Stock | 3,157 | $89.6 萬 | 0.1% | +1,004+46.6% | 加碼 | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 5,952 | $86.7 萬 | 0.1% | −20.0% | 減碼 | – |
| CVXChevron Corp | Stock | 4,169 | $86.3 萬 | 0.1% | −201−4.6% | 減碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 15,865 | $85.8 萬 | 0.1% | −288−1.8% | 減碼 | – |
| ISRGIntuitive Surgical Inc | COM NEW | 1,857 | $85.6 萬 | 0.1% | −90−4.6% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 3,883 | $83.5 萬 | 0.1% | −1,264−24.6% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 5,607 | $81.0 萬 | 0.1% | +97+1.8% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 9,978 | $77.4 萬 | 0.1% | +824+9.0% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 2,984 | $76.8 萬 | 0.1% | −76−2.5% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 2,307 | $75.9 萬 | 0.1% | −192−7.7% | 減碼 | 歷史 |
| CSXCSX Corp | Stock | 18,429 | $75.6 萬 | 0.1% | −304−1.6% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 15,256 | $74.4 萬 | 0.1% | +1,304+9.3% | 加碼 | 歷史 |
選擇權（1 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 |
|---|---|---|---|
| UNHUnitedHealth Group Inc | Stock | $23.5 萬 | – |
2025 年第 4 季之後清倉（13 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| EQIXEquinix Inc | COM | 2,396 | $183.6 萬 | 0.2% | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 825 | $38.7 萬 | <0.1% | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 1,818 | $36.3 萬 | <0.1% | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 5,643 | $27.3 萬 | <0.1% | – |
| HUMHumana Inc | Stock | 1,037 | $26.6 萬 | <0.1% | 歷史 |
| MELIMercadolibre Inc | COM | 120 | $24.2 萬 | <0.1% | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,226 | $23.5 萬 | <0.1% | – |
| BKNGBooking Holdings Inc. | Stock | 42 | $22.5 萬 | <0.1% | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 1,594 | $21.0 萬 | <0.1% | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 2,150 | $20.8 萬 | <0.1% | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,432 | $20.6 萬 | <0.1% | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 966 | $20.2 萬 | <0.1% | – |
| MMM3M Co | Stock | 1,255 | $20.1 萬 | <0.1% | 歷史 |