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 |
|---|---|---|---|---|---|---|---|
| DFNST3 Defense Inc. | COM NEW | 14,600 | $2,497 | <0.1% | +14,600 | 新進 | 歷史 |
| WTIW&T Offshore Inc | COM | 10,103 | $3.18 萬 | <0.1% | −191−1.9% | 減碼 | 歷史 |
| BLNDBlend Labs, Inc. | CL A | 31,544 | $5.39 萬 | <0.1% | −270−0.8% | 減碼 | 歷史 |
| ELDNEledon Pharmaceuticals, Inc. | COM | 14,143 | $5.57 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RIGTransocean Ltd. | REGISTERED SHS | 12,604 | $6.16 萬 | <0.1% | +57+0.5% | 加碼 | 歷史 |
| JBIJanus International Group, Inc. | COMMON STOCK | 12,559 | $6.97 萬 | <0.1% | +12,559 | 新進 | 歷史 |
| ADCTADC Therapeutics SA | SHS | 100,000 | $10.7 萬 | <0.1% | +100,000 | 新進 | 歷史 |
| FIXComfort Systems USA Inc | COM | 101 | $20.0 萬 | <0.1% | +101 | 新進 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 2,171 | $20.0 萬 | <0.1% | −8−0.4% | 減碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 1,133 | $20.1 萬 | <0.1% | −22−1.9% | 減碼 | 歷史 |
| MODModine Manufacturing Co | COM | 758 | $20.2 萬 | <0.1% | +758 | 新進 | 歷史 |
| DORMDorman Products, Inc. | COM | 1,497 | $20.4 萬 | <0.1% | +1,497 | 新進 | 歷史 |
| TXTTextron Inc | COM | 2,234 | $20.5 萬 | <0.1% | +2,234 | 新進 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 2,276 | $20.6 萬 | <0.1% | +2,276 | 新進 | 歷史 |
| LKFNLakeland Financial Corp | COM | 3,340 | $20.6 萬 | <0.1% | +3,340 | 新進 | 歷史 |
| PLUSEplus Inc | COM | 2,477 | $20.6 萬 | <0.1% | +2,477 | 新進 | 歷史 |
| BDCBelden Inc. | COM | 1,721 | $20.6 萬 | <0.1% | +1,721 | 新進 | 歷史 |
| HIGHartford Insurance Group, Inc. | Stock | 1,564 | $20.7 萬 | <0.1% | +60+4.0% | 加碼 | 歷史 |
| CWSTCasella Waste Systems Inc | CL A | 2,163 | $21.0 萬 | <0.1% | +2,163 | 新進 | 歷史 |
| MGYMagnolia Oil & Gas Corp | CL A | 8,213 | $21.0 萬 | <0.1% | +8,213 | 新進 | 歷史 |
| UBERUber Technologies, Inc | Stock | 2,923 | $21.1 萬 | <0.1% | −5,046−63.3% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 519 | $21.1 萬 | <0.1% | +45+9.5% | 加碼 | 歷史 |
| FTNTFortinet, Inc. | Stock | 1,383 | $21.2 萬 | <0.1% | +1,383 | 新進 | 歷史 |
| EBAYeBay Inc | COM | 1,918 | $21.4 萬 | <0.1% | +1,918 | 新進 | 歷史 |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 5,299 | $21.6 萬 | <0.1% | +5,299 | 新進 | – |
| ETREntergy Corp | COM | 1,880 | $21.6 萬 | <0.1% | +1,880 | 新進 | 歷史 |
| SoFi Select 500 ETF886364173 | ETF | 1,455 | $21.7 萬 | <0.1% | +1,455 | 新進 | – |
| MMM3M Co | Stock | 1,340 | $21.7 萬 | <0.1% | +1,340 | 新進 | 歷史 |
| SHOPShopify Inc. | Stock | 1,908 | $21.8 萬 | <0.1% | −320−14.4% | 減碼 | 歷史 |
| OBKOrigin Bancorp, Inc. | COM | 4,280 | $21.9 萬 | <0.1% | +4,280 | 新進 | 歷史 |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 2,135 | $22.0 萬 | <0.1% | +10.0% | 加碼 | – |
| INDBIndependent Bank Corp | COM | 2,645 | $22.1 萬 | <0.1% | +2,645 | 新進 | 歷史 |
| HAEHaemonetics Corp | COM | 2,970 | $22.3 萬 | <0.1% | +2,970 | 新進 | 歷史 |
| NGGNational Grid PLC | SPONSORED ADR NE | 2,692 | $22.3 萬 | <0.1% | +2,692 | 新進 | 歷史 |
| SBUXStarbucks Corp | Stock | 2,196 | $22.4 萬 | <0.1% | +2,196 | 新進 | 歷史 |
| NUNu Holdings Ltd. | ORD SHS CL A | 16,883 | $22.6 萬 | <0.1% | +16,883 | 新進 | 歷史 |
| iShares Tr464288281 | JPMORGAN USD EMG | 2,365 | $22.8 萬 | <0.1% | +2,365 | 新進 | – |
| BMYBristol Myers Squibb Co | Stock | 3,987 | $23.0 萬 | <0.1% | +142+3.7% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 364 | $23.1 萬 | <0.1% | +364 | 新進 | 歷史 |
| DTEDte Energy Co | COM | 1,519 | $23.1 萬 | <0.1% | +121+8.7% | 加碼 | 歷史 |
| GMGeneral Motors Co | COM | 3,040 | $23.4 萬 | <0.1% | +114+3.9% | 加碼 | 歷史 |
| LFUSLittelfuse Inc | COM | 515 | $23.4 萬 | <0.1% | +515 | 新進 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,073 | $23.6 萬 | <0.1% | −103−8.8% | 減碼 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 966 | $23.8 萬 | <0.1% | +966 | 新進 | – |
| WLYJohn Wiley & Sons, Inc. | CL A | 4,930 | $23.9 萬 | <0.1% | +4,930 | 新進 | 歷史 |
| RBB FD Inc74933W460 | US TRSRY 6 MNTH | 4,797 | $24.0 萬 | <0.1% | +32+0.7% | 加碼 | – |
| PODDInsulet Corp | Stock | 1,586 | $24.1 萬 | <0.1% | +19+1.2% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 3,369 | $24.2 萬 | <0.1% | −214−6.0% | 減碼 | 歷史 |
| TTTrane Technologies plc | SHS | 494 | $24.3 萬 | <0.1% | +494 | 新進 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 529 | $24.3 萬 | <0.1% | +25+5.0% | 加碼 | 歷史 |
| ICUIIcu Medical Inc | COM | 1,657 | $24.3 萬 | <0.1% | +1,657 | 新進 | 歷史 |
| WPCW. P. Carey Inc. | COM | 3,398 | $24.3 萬 | <0.1% | +3,398 | 新進 | 歷史 |
| CMICummins Inc | Stock | 341 | $24.3 萬 | <0.1% | +341 | 新進 | 歷史 |
| WMWaste Management Inc | Stock | 1,093 | $24.4 萬 | <0.1% | −16−1.4% | 減碼 | 歷史 |
| PWRQuanta Services, Inc. | COM | 339 | $24.4 萬 | <0.1% | +339 | 新進 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,282 | $24.4 萬 | <0.1% | +1,282 | 新進 | – |
| IBPInstalled Building Products, Inc. | COM | 1,071 | $24.6 萬 | <0.1% | +1,071 | 新進 | 歷史 |
| iShares Tr464288448 | INTL SEL DIV ETF | 5,990 | $24.8 萬 | <0.1% | +5,990 | 新進 | – |
| AZNAstraZeneca PLC | ADR | 1,337 | $25.4 萬 | <0.1% | +1,337 | 新進 | 歷史 |
| CARRCarrier Global Corp | Stock | 3,522 | $25.8 萬 | <0.1% | +3,522 | 新進 | 歷史 |
| iShares Inc464286749 | MSCI SWITZERLAND | 4,146 | $26.1 萬 | <0.1% | +4,146 | 新進 | – |
| MPWRMonolithic Power Systems, Inc. | COM | 190 | $26.3 萬 | <0.1% | +5+2.7% | 加碼 | 歷史 |
| ROSTRoss Stores, Inc. | COM | 1,238 | $26.4 萬 | <0.1% | +201+19.4% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 2,771 | $26.5 萬 | <0.1% | +248+9.8% | 加碼 | 歷史 |
| KEYSKeysight Technologies, Inc. | Stock | 763 | $26.7 萬 | <0.1% | +763 | 新進 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 656 | $26.9 萬 | <0.1% | −7−1.1% | 減碼 | – |
| INTUIntuit Inc. | Stock | 1,038 | $27.1 萬 | <0.1% | +188+22.1% | 加碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 3,720 | $27.3 萬 | <0.1% | −841−18.4% | 減碼 | – |
| ALLAllstate Corp | Stock | 1,151 | $27.4 萬 | <0.1% | +142+14.1% | 加碼 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 831 | $27.4 萬 | <0.1% | +135+19.4% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 553 | $27.7 萬 | <0.1% | −8−1.4% | 減碼 | 歷史 |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 2,902 | $28.0 萬 | <0.1% | +2,902 | 新進 | – |
| MCKMcKesson Corp | Stock | 372 | $28.1 萬 | <0.1% | +15+4.2% | 加碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 1,862 | $28.2 萬 | <0.1% | +1,862 | 新進 | 歷史 |
| IAUiShares Gold Trust | ETF | 3,810 | $28.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DELLDell Technologies Inc. | Stock | 671 | $29.0 萬 | <0.1% | +671 | 新進 | 歷史 |
| RYNRayonier Inc | COM | 13,735 | $29.2 萬 | <0.1% | +13,735 | 新進 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 779 | $29.2 萬 | <0.1% | +779 | 新進 | 歷史 |
| PGRProgressive Corp | Stock | 1,354 | $29.6 萬 | <0.1% | +195+16.8% | 加碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 1,096 | $29.6 萬 | <0.1% | +1,096 | 新進 | 歷史 |
| ONBOld National Bancorp | Stock | 11,558 | $29.9 萬 | <0.1% | +11,558 | 新進 | 歷史 |
| JCIJohnson Controls International plc | Stock | 2,056 | $30.0 萬 | <0.1% | +2,056 | 新進 | 歷史 |
| BJBJ's Wholesale Club Holdings, Inc. | COM | 3,452 | $30.1 萬 | <0.1% | +3,452 | 新進 | 歷史 |
| ROADConstruction Partners, Inc. | COM CL A | 2,539 | $30.2 萬 | <0.1% | +2,539 | 新進 | 歷史 |
| PFEPfizer Inc | Stock | 12,536 | $30.2 萬 | <0.1% | +1,114+9.8% | 加碼 | 歷史 |
| TPRTapestry, Inc. | COM | 2,064 | $30.2 萬 | <0.1% | +49+2.4% | 加碼 | 歷史 |
| CVBFCVB Financial Corp | COM | 13,424 | $30.3 萬 | <0.1% | +13,424 | 新進 | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 8,701 | $30.3 萬 | <0.1% | −636−6.8% | 減碼 | – |
| RACEFerrari N.V. | COM | 824 | $30.7 萬 | <0.1% | +824 | 新進 | 歷史 |
| iShares Tr46434V878 | ULTRA SHORT DUR | 6,159 | $31.2 萬 | <0.1% | +6,159 | 新進 | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 1,668 | $31.4 萬 | <0.1% | −16−1.0% | 減碼 | – |
| BABoeing Co | Stock | 1,454 | $31.5 萬 | <0.1% | +142+10.8% | 加碼 | 歷史 |
| WELLWelltower Inc. | REIT | 1,392 | $31.6 萬 | <0.1% | +45+3.3% | 加碼 | 歷史 |
| GLWCorning Inc | COM | 1,238 | $31.6 萬 | <0.1% | +1,238 | 新進 | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 3,914 | $31.8 萬 | <0.1% | +66+1.7% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 1,015 | $32.0 萬 | <0.1% | +1,015 | 新進 | 歷史 |
| AAgilent Technologies, Inc. | COM | 2,406 | $32.0 萬 | <0.1% | +2,406 | 新進 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 933 | $33.1 萬 | <0.1% | +88+10.4% | 加碼 | 歷史 |
| HSYHershey Co | COM | 1,914 | $33.6 萬 | <0.1% | +1,914 | 新進 | 歷史 |
| BLKBlackRock, Inc. | Stock | 350 | $33.7 萬 | <0.1% | +20+6.1% | 加碼 | 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 |