RiverTree Advisors, LLC
- SEC CIK
- 0001872501
- 最新申報
- 2026/7/22
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/1/18 申報。只含多頭部位，變化是跟 2021 年第 3 季比股數。
- 持股檔數
- 39
- 較 2021 年第 3 季 0
- 總值
- $1.56 億
- 較 2021 年第 3 季 +$968.2 萬 (+6.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 228,496 | $1,095 萬 | 7.0% | +17,038+8.1% | 加碼 | – |
| First Tr Exchange-Traded FD33738D408 | FIRST TR TA HIYL | 204,486 | $978.5 萬 | 6.3% | +19,154+10.3% | 加碼 | – |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 142,990 | $892.7 萬 | 5.7% | +1,635+1.2% | 加碼 | – |
| iShares Tr464289859 | CORE 80 20 ETF | 120,750 | $879.3 萬 | 5.6% | +53,778+80.3% | 加碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 64,781 | $837.0 萬 | 5.4% | +1,633+2.6% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F888 | SMIT UNCO BD ETF | 311,741 | $822.1 萬 | 5.3% | +311,741 | 新進 | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 95,054 | $803.7 萬 | 5.1% | −990−1.0% | 減碼 | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 259,667 | $786.9 萬 | 5.0% | +801+0.3% | 加碼 | – |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 195,447 | $746.4 萬 | 4.8% | +916+0.5% | 加碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 127,616 | $660.9 萬 | 4.2% | +2,498+2.0% | 加碼 | – |
| Pacer FDS Tr69374H717 | LUNT LRG CP ALTR | 137,451 | $630.2 萬 | 4.0% | +137,451 | 新進 | – |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 305,357 | $620.5 萬 | 4.0% | +17,098+5.9% | 加碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 32,284 | $587.0 萬 | 3.8% | −864−2.6% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 44,288 | $511.4 萬 | 3.3% | +31,770+253.8% | 加碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 54,080 | $452.5 萬 | 2.9% | +3,093+6.1% | 加碼 | – |
| First Tr Exchange Trad FD VI33739H101 | FST TR GLB FD | 187,268 | $431.8 萬 | 2.8% | +5,313+2.9% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 9,053 | $430.0 萬 | 2.8% | −79−0.9% | 減碼 | 歷史 |
| iShares Inc464286145 | MSCI FRONTIER | 116,834 | $403.2 萬 | 2.6% | +31,506+36.9% | 加碼 | – |
| Pacer Lunt Large Cap Multi-Factor Alternator ETF69374H816 | ETF | 91,362 | $383.2 萬 | 2.5% | +91,362 | 新進 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 51,566 | $265.0 萬 | 1.7% | +2,159+4.4% | 加碼 | – |
| BXMTBlackstone Mortgage Trust, Inc. | COM CL A | 79,932 | $244.8 萬 | 1.6% | +934+1.2% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 13,764 | $236.3 萬 | 1.5% | +1,797+15.0% | 加碼 | – |
| Pacer FDS Tr69374H766 | INDUSTRIAL RELET | 41,096 | $230.3 萬 | 1.5% | −332−0.8% | 減碼 | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 19,671 | $217.7 萬 | 1.4% | +1,308+7.1% | 加碼 | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 15,623 | $216.8 萬 | 1.4% | +1,102+7.6% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 3,922 | $203.0 萬 | 1.3% | −41−1.0% | 減碼 | 歷史 |
| FTNTFortinet, Inc. | Stock | 3,194 | $114.8 萬 | 0.7% | −289−8.3% | 減碼 | 歷史 |
| DVNDevon Energy Corp | Stock | 24,395 | $107.5 萬 | 0.7% | −13,644−35.9% | 減碼 | 歷史 |
| MROMarathon Oil Corp | COM | 64,551 | $106.0 萬 | 0.7% | +64,551 | 新進 | 歷史 |
| ITGartner Inc | COM | 3,157 | $105.5 萬 | 0.7% | −489−13.4% | 減碼 | 歷史 |
| APAAPA Corp | Stock | 38,028 | $102.3 萬 | 0.7% | +38,028 | 新進 | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 9,406 | $101.4 萬 | 0.6% | +9,406 | 新進 | 歷史 |
| TSLATesla, Inc. | Stock | 915 | $96.7 萬 | 0.6% | +915 | 新進 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 6,666 | $95.9 萬 | 0.6% | +6,666 | 新進 | 歷史 |
| NVDANVIDIA Corp | Stock | 3,176 | $93.4 萬 | 0.6% | −1,749−35.5% | 減碼 | 歷史 |
| ALBAlbemarle Corp | Stock | 3,871 | $90.5 萬 | 0.6% | −673−14.8% | 減碼 | 歷史 |
| Innovator ETFs Trust45782C383 | US EQTY PWR BUF | 8,500 | $26.8 萬 | 0.2% | −100−1.2% | 減碼 | – |
| BTUPeabody Energy Corp | COM | 10,076 | $10.1 萬 | 0.1% | +10,076 | 新進 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 19,824 | $2.00 萬 | <0.1% | +19,824 | 新進 | – |
2021 年第 3 季之後清倉（10 檔）
2021 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 3 季股數 | 2021 年第 3 季市值 | 2021 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr464288638 | ISHS 5-10YR INVT | 129,598 | $778.4 萬 | 5.3% | – |
| Innovator ETFs Trust45782C755 | US EQTY BUFR JUN | 182,262 | $597.3 萬 | 4.1% | – |
| iShares Tr464289875 | CORE 40 MODE ETF | 86,580 | $387.4 萬 | 2.6% | – |
| Invesco Exch Traded FD Tr II46138E867 | DORSEY WRGT EMRG | 98,693 | $239.9 萬 | 1.6% | – |
| Pacer FDS Tr69374H741 | DATA AND INFRAST | 56,732 | $220.8 萬 | 1.5% | – |
| COFCapital One Financial Corp | Stock | 7,008 | $113.5 萬 | 0.8% | 歷史 |
| BBWIBath & Body Works, Inc. | COM | 16,968 | $106.9 萬 | 0.7% | 歷史 |
| LLYEli Lilly & Co | Stock | 4,229 | $97.7 萬 | 0.7% | 歷史 |
| NUENucor Corp | COM | 9,851 | $97.0 萬 | 0.7% | 歷史 |
| WATWaters Corp | COM | 2,600 | $92.9 萬 | 0.6% | 歷史 |