Revolve Wealth Partners, LLC
- SEC CIK
- 0001808992
- 最新申報
- 2026/7/9
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/9 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 350
- 較 2026 年第 1 季 +121
- 總值
- $9.61 億
- 較 2026 年第 1 季 +$1.91 億 (+24.9%)
| 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 | 361,842 | $1.34 億 | 13.9% | +5,979+1.7% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 532,594 | $5,144 萬 | 5.4% | +10,102+1.9% | 加碼 | – |
| Alpha Architect ETF Tr02072L201 | INTL QUAN VALUE | 1,268,919 | $4,323 萬 | 4.5% | +26,804+2.2% | 加碼 | – |
| Alpha Architect ETF Tr02072L409 | US QUAN MOMENTUM | 411,612 | $3,241 萬 | 3.4% | +6,078+1.5% | 加碼 | – |
| Alpha Architect ETF Tr02072L771 | SPARKLINE INTANG | 747,367 | $3,126 萬 | 3.3% | +15,510+2.1% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 1,076,142 | $2,981 萬 | 3.1% | +26,022+2.5% | 加碼 | – |
| Cambria ETF Tr132061201 | SHSHLD YIELD ETF | 374,169 | $2,959 萬 | 3.1% | +9,986+2.7% | 加碼 | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 1,137,661 | $2,894 萬 | 3.0% | +48,713+4.5% | 加碼 | – |
| AAPLApple Inc. | Stock | 71,400 | $2,066 萬 | 2.1% | +3,474+5.1% | 加碼 | 歷史 |
| SPDR Series Trust78468R721 | STATE STREET SPD | 449,303 | $2,058 萬 | 2.1% | +9,308+2.1% | 加碼 | – |
| WisdomTree Tr97717X131 | INTL QULTY DIV | 454,107 | $1,956 萬 | 2.0% | +21,311+4.9% | 加碼 | – |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 198,080 | $1,908 萬 | 2.0% | +792+0.4% | 加碼 | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 442,818 | $1,869 萬 | 1.9% | +9,246+2.1% | 加碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 756,987 | $1,751 萬 | 1.8% | +17,444+2.4% | 加碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 130,028 | $1,622 萬 | 1.7% | +4,234+3.4% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 78,131 | $1,563 萬 | 1.6% | +6,522+9.1% | 加碼 | 歷史 |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 299,809 | $1,544 萬 | 1.6% | +4,509+1.5% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 20,525 | $1,537 萬 | 1.6% | +2,561+14.3% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 421,950 | $1,428 萬 | 1.5% | −667−0.2% | 減碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 123,079 | $1,325 萬 | 1.4% | +10,308+9.1% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 412,375 | $1,214 萬 | 1.3% | −1,251−0.3% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 26,190 | $976.9 萬 | 1.0% | +1,083+4.3% | 加碼 | 歷史 |
| RBB FD Inc74933W452 | F/M US TREASURY | 194,142 | $968.0 萬 | 1.0% | +62,270+47.2% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 130,065 | $926.7 萬 | 1.0% | +1,417+1.1% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 89,754 | $773.1 萬 | 0.8% | 00.0% | 不變依 6 比 1 拆股換算 | – |
| GOOGLAlphabet Inc. | Stock | 18,709 | $668.6 萬 | 0.7% | +682+3.8% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 27,651 | $659.0 萬 | 0.7% | +3,441+14.2% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 122,778 | $634.6 萬 | 0.7% | +122,778 | 新進 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 50,284 | $625.6 萬 | 0.7% | −979−1.9% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E719 | BLOO EN ANGE ETF | 320,350 | $585.9 萬 | 0.6% | +5,996+1.9% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 10,259 | $577.9 萬 | 0.6% | +1,316+14.7% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 4,685 | $540.8 萬 | 0.6% | +389+9.1% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 105,003 | $535.5 萬 | 0.6% | +55,938+114.0% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 7,148 | $533.8 萬 | 0.6% | +802+12.6% | 加碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 59,570 | $509.3 萬 | 0.5% | +71+0.1% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 13,415 | $506.7 萬 | 0.5% | +3,380+33.7% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 8,193 | $475.9 萬 | 0.5% | +413+5.3% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 13,423 | $474.3 萬 | 0.5% | +3,132+30.4% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 12,937 | $468.5 萬 | 0.5% | −361−2.7% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 13,585 | $444.7 萬 | 0.5% | +796+6.2% | 加碼 | 歷史 |
| American Centy ETF Tr025072885 | US EQT ETF | 34,245 | $438.6 萬 | 0.5% | +18,293+114.7% | 加碼 | – |
| VVisa Inc. | Stock | 11,556 | $396.5 萬 | 0.4% | −128−1.1% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 5,194 | $356.8 萬 | 0.4% | −438−7.8% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 7,113 | $355.9 萬 | 0.4% | +272+4.0% | 加碼 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 94,251 | $347.5 萬 | 0.4% | −2,503−2.6% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 39,478 | $318.1 萬 | 0.3% | 00.0% | 不變依 4 比 1 拆股換算 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 87,893 | $317.6 萬 | 0.3% | −853−1.0% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 4,254 | $313.3 萬 | 0.3% | −386−8.3% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 12,023 | $305.4 萬 | 0.3% | +4,176+53.2% | 加碼 | 歷史 |
| Ea Series Trust02072L565 | ALPHA ARCH 1-3 | 26,053 | $305.1 萬 | 0.3% | +1,169+4.7% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 94,514 | $299.7 萬 | 0.3% | −320.0% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 9,701 | $291.5 萬 | 0.3% | −64−0.7% | 減碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 37,314 | $285.6 萬 | 0.3% | −838−2.2% | 減碼 | – |
| COMPCompass, Inc. | CL A | 229,678 | $283.2 萬 | 0.3% | +610.0% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V690 | INTERNATIONAL | 61,850 | $278.9 萬 | 0.3% | −1,563−2.5% | 減碼 | – |
| TSLATesla, Inc. | Stock | 6,324 | $266.0 萬 | 0.3% | +108+1.7% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 17,635 | $261.5 萬 | 0.3% | −192−1.1% | 減碼 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 26,994 | $257.6 萬 | 0.3% | −176−0.6% | 減碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 3,649 | $256.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Ea Series Trust02072Q275 | ALPHA ARCHITECT | 44,451 | $253.0 萬 | 0.3% | +44,451 | 新進 | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 21,333 | $249.7 萬 | 0.3% | −1,128−5.0% | 減碼 | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 17,168 | $244.4 萬 | 0.3% | −641−3.6% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 7,945 | $240.8 萬 | 0.3% | +50+0.6% | 加碼 | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 58,048 | $239.4 萬 | 0.2% | +58,048 | 新進 | – |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 44,588 | $222.9 萬 | 0.2% | −894−2.0% | 減碼 | – |
| CSCOCisco Systems, Inc. | Stock | 18,383 | $215.9 萬 | 0.2% | +8,405+84.2% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,757 | $210.7 萬 | 0.2% | +179+11.3% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 7,998 | $201.3 萬 | 0.2% | +177+2.3% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 16,029 | $199.0 萬 | 0.2% | −1,583−9.0% | 減碼依 4 比 1 拆股換算 | – |
| Ea Series Trust02072Q358 | ALPHA ARCHITECT | 37,219 | $198.0 萬 | 0.2% | −473−1.3% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 25,391 | $195.8 萬 | 0.2% | −301−1.2% | 減碼 | – |
| AMATApplied Materials Inc | Stock | 2,706 | $195.6 萬 | 0.2% | +1,355+100.3% | 加碼 | 歷史 |
| TOLToll Brothers, Inc. | COM | 11,828 | $194.9 萬 | 0.2% | +36+0.3% | 加碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 7,953 | $192.8 萬 | 0.2% | +7,953 | 新進 | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 48,571 | $188.4 萬 | 0.2% | +16,419+51.1% | 加碼 | – |
| CLColgate Palmolive Co | Stock | 19,211 | $176.1 萬 | 0.2% | +5,232+37.4% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 3,345 | $171.8 萬 | 0.2% | +25+0.8% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 12,544 | $171.5 萬 | 0.2% | +1,187+10.5% | 加碼 | 歷史 |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 32,305 | $168.4 萬 | 0.2% | −83−0.3% | 減碼 | – |
| American Centy ETF Tr025072299 | AVAN RE INTL ETF | 20,146 | $160.9 萬 | 0.2% | −551−2.7% | 減碼 | – |
| WMTWalmart Inc. | Stock | 13,701 | $155.2 萬 | 0.2% | +3,774+38.0% | 加碼 | 歷史 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 34,320 | $152.2 萬 | 0.2% | +34,320 | 新進 | – |
| GSGoldman Sachs Group Inc | Stock | 1,505 | $152.2 萬 | 0.2% | +665+79.2% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 7,635 | $150.9 萬 | 0.2% | −59−0.8% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 3,603 | $149.8 萬 | 0.2% | +266+8.0% | 加碼 | 歷史 |
| iShares Tr46436E759 | ESG EAFE ETF | 17,654 | $149.4 萬 | 0.2% | −483−2.7% | 減碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 6,826 | $145.2 萬 | 0.2% | +6,826 | 新進 | – |
| Ea Series Trust02072Q853 | ALPHA ARCHITECT | 23,350 | $139.5 萬 | 0.1% | 00.0% | 不變 | – |
| DALDelta Air Lines, Inc. | COM NEW | 14,721 | $137.9 萬 | 0.1% | +14,721 | 新進 | 歷史 |
| RTXRTX Corp | Stock | 7,075 | $134.2 萬 | 0.1% | +1,722+32.2% | 加碼 | 歷史 |
| Nushares ETF Tr67092P508 | NUVEEN ESG MIDVL | 28,990 | $126.1 萬 | 0.1% | −65−0.2% | 減碼 | – |
| CCitigroup Inc | Stock | 8,790 | $123.0 萬 | 0.1% | +6,255+246.7% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 3,270 | $122.2 萬 | 0.1% | +113+3.6% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 7,278 | $120.6 萬 | 0.1% | +3,109+74.6% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,272 | $119.0 萬 | 0.1% | +24+1.9% | 加碼 | 歷史 |
| Nushares ETF Tr67092P409 | NUVEEN ESG MIDCP | 25,072 | $117.7 萬 | 0.1% | +433+1.8% | 加碼 | – |
| BACBank of America Corp | Stock | 20,440 | $116.5 萬 | 0.1% | +5,184+34.0% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 3,270 | $115.3 萬 | 0.1% | +963+41.7% | 加碼 | 歷史 |
| SNXTD Synnex Corp | COM | 4,217 | $112.7 萬 | 0.1% | +4,217 | 新進 | 歷史 |
| EOGEOG Resources Inc | Stock | 8,616 | $111.8 萬 | 0.1% | +8,616 | 新進 | 歷史 |
選擇權（6 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。
2026 年第 1 季之後清倉（7 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| HONHoneywell International Inc | COM | 2,315 | $52.3 萬 | 0.1% | 歷史 |
| iShares Tr464288323 | NEW YORK MUN ETF | 4,742 | $25.2 萬 | <0.1% | – |
| NOCNorthrop Grumman Corp | Stock | 354 | $24.2 萬 | <0.1% | 歷史 |
| CMCSAComcast Corp | Stock | 8,052 | $23.1 萬 | <0.1% | 歷史 |
| KRKroger Co | Stock | 3,011 | $21.8 萬 | <0.1% | 歷史 |
| LMTLockheed Martin Corp | Stock | 359 | $21.7 萬 | <0.1% | 歷史 |
| COPConocoPhillips | Stock | 1,614 | $21.3 萬 | <0.1% | 歷史 |