RiverTree Advisors, LLC
- SEC CIK
- 0001872501
- 最新申報
- 2026/7/22
2022 年第 3 季持倉
持倉截至 2022/9/30，2022/10/14 申報。只含多頭部位，變化是跟 2022 年第 2 季比股數。
- 持股檔數
- 30
- 較 2022 年第 2 季 −3
- 總值
- $1.22 億
- 較 2022 年第 2 季 −$628.8 萬 (−4.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 277,941 | $1,316 萬 | 10.8% | +277,941 | 新進 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 249,959 | $1,203 萬 | 9.8% | +70,942+39.6% | 加碼 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 100,024 | $988.8 萬 | 8.1% | +10,405+11.6% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F888 | SMIT UNCO BD ETF | 413,893 | $985.9 萬 | 8.1% | +18,789+4.8% | 加碼 | – |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 243,252 | $778.6 萬 | 6.4% | +9,131+3.9% | 加碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 180,271 | $739.5 萬 | 6.1% | +9,262+5.4% | 加碼 | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 110,231 | $732.2 萬 | 6.0% | −2,761−2.4% | 減碼 | – |
| Pacer FDS Tr69374H717 | LUNT LRG CP ALTR | 199,035 | $712.9 萬 | 5.8% | +1,896+1.0% | 加碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 170,688 | $663.6 萬 | 5.4% | +3,664+2.2% | 加碼 | – |
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 204,676 | $486.7 萬 | 4.0% | +204,676 | 新進 | – |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 286,637 | $478.7 萬 | 3.9% | +13,778+5.0% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 29,147 | $371.0 萬 | 3.0% | +15,424+112.4% | 加碼 | – |
| First Tr Exchange-Traded Alp33737M201 | MID CAP VAL FD | 96,914 | $369.8 萬 | 3.0% | +10,425+12.1% | 加碼 | – |
| First Tr Exchange-Traded FD336917109 | SHS | 114,148 | $366.8 萬 | 3.0% | +114,148 | 新進 | – |
| BXMTBlackstone Mortgage Trust, Inc. | COM CL A | 123,576 | $288.4 萬 | 2.4% | +3,205+2.7% | 加碼 | 歷史 |
| iShares Tr46434V407 | 0-5YR HI YL CP | 72,203 | $288.4 萬 | 2.4% | +15,047+26.3% | 加碼 | – |
| First Tr Exchange-Traded FD33734X838 | INDXX NAT RE ETF | 215,040 | $262.5 萬 | 2.1% | +750.0% | 加碼 | – |
| Innovator U.S. Equity Power Buffer ETF - September45782C656 | ETF | 83,775 | $233.0 萬 | 1.9% | +83,775 | 新進 | – |
| First Tr Exchange Trad FD VI33739H101 | FST TR GLB FD | 86,112 | $218.2 萬 | 1.8% | −272−0.3% | 減碼 | – |
| First Tr Exchange-Traded FD33734X127 | ENERGY ALPHADX | 131,922 | $205.9 萬 | 1.7% | +131,922 | 新進 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 30,530 | $201.9 萬 | 1.7% | +3,454+12.8% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 36,242 | $175.7 萬 | 1.4% | −6,613−15.4% | 減碼 | – |
| Innovator ETFs Trust45782C383 | US EQTY PWR BUF | 8,368 | $24.4 萬 | 0.2% | −100−1.2% | 減碼 | – |
| VRTXVertex Pharmaceuticals Inc | Stock | 753 | $21.8 萬 | 0.2% | +753 | 新進 | 歷史 |
| LWLamb Weston Holdings, Inc. | Stock | 2,750 | $21.3 萬 | 0.2% | +2,750 | 新進 | 歷史 |
| ENPHEnphase Energy, Inc. | Stock | 756 | $21.0 萬 | 0.2% | +756 | 新進 | 歷史 |
| CFCF Industries Holdings, Inc. | COM | 2,096 | $20.2 萬 | 0.2% | +2,096 | 新進 | 歷史 |
| VLOValero Energy Corp | Stock | 1,878 | $20.1 萬 | 0.2% | +1,878 | 新進 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 17,500 | $19.3 萬 | 0.2% | +17,500 | 新進 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 20,120 | $2.00 萬 | <0.1% | +138+0.7% | 加碼 | – |
2022 年第 2 季之後清倉（14 檔）
2022 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 2 季股數 | 2022 年第 2 季市值 | 2022 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 274,424 | $1,210 萬 | 9.4% | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 287,177 | $685.8 萬 | 5.3% | – |
| First Tr Exchange-Traded FD33738D408 | FIRST TR TA HIYL | 173,306 | $678.5 萬 | 5.3% | – |
| Invesco Exchange Traded FD T46137V258 | S&P500 PUR VAL | 47,523 | $356.9 萬 | 2.8% | – |
| Pacer FDS Tr69374H766 | INDUSTRIAL RELET | 52,147 | $212.9 萬 | 1.7% | – |
| First Tr Exchange-Traded FD33734X168 | MATERIALS ALPH | 29,627 | $167.5 萬 | 1.3% | – |
| First Tr Exchange-Traded FD33734G108 | COM | 63,859 | $164.4 萬 | 1.3% | – |
| MCKMcKesson Corp | Stock | 724 | $23.6 萬 | 0.2% | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 3,941 | $23.2 萬 | 0.2% | 歷史 |
| DLTRDollar Tree, Inc. | COM | 1,447 | $22.6 萬 | 0.2% | 歷史 |
| DVNDevon Energy Corp | Stock | 4,071 | $22.4 萬 | 0.2% | 歷史 |
| MROMarathon Oil Corp | COM | 9,755 | $21.9 萬 | 0.2% | 歷史 |
| HALHalliburton Co | Stock | 6,473 | $20.3 萬 | 0.2% | 歷史 |
| APAAPA Corp | Stock | 5,802 | $20.2 萬 | 0.2% | 歷史 |