RiverTree Advisors, LLC
- SEC CIK
- 0001872501
- 最新申報
- 2026/7/22
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/2/3 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 33
- 較 2022 年第 3 季 +3
- 總值
- $1.22 億
- 較 2022 年第 3 季 −$35.9 萬 (−0.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 192,341 | $1,143 萬 | 9.4% | +192,341 | 新進 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 224,626 | $1,049 萬 | 8.6% | −25,333−10.1% | 減碼 | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 193,212 | $916.0 萬 | 7.5% | −84,729−30.5% | 減碼 | – |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 180,214 | $887.7 萬 | 7.3% | +180,214 | 新進 | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 110,704 | $829.7 萬 | 6.8% | +473+0.4% | 加碼 | – |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 228,755 | $820.3 萬 | 6.7% | −14,497−6.0% | 減碼 | – |
| First Tr Exchange Traded FD33738R878 | DORSEY WRIGHT | 227,931 | $798.1 萬 | 6.6% | +227,931 | 新進 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 169,604 | $784.4 萬 | 6.4% | −10,667−5.9% | 減碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 98,607 | $734.7 萬 | 6.0% | +68,077+223.0% | 加碼 | – |
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 186,039 | $451.0 萬 | 3.7% | −18,637−9.1% | 減碼 | – |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 99,700 | $444.6 萬 | 3.6% | +99,700 | 新進 | – |
| First Tr Exchange-Traded Alp33734K109 | COM SHS | 50,926 | $407.8 萬 | 3.3% | +50,926 | 新進 | – |
| First Tr Exchange-Traded FD336917109 | SHS | 109,651 | $400.9 萬 | 3.3% | −4,497−3.9% | 減碼 | – |
| ProShares Tr74347B680 | S&P MDCP 400 DIV | 55,916 | $400.1 萬 | 3.3% | +55,916 | 新進 | – |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 95,332 | $392.2 萬 | 3.2% | +95,332 | 新進 | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 153,261 | $340.4 萬 | 2.8% | +153,261 | 新進 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 28,513 | $260.8 萬 | 2.1% | +28,513 | 新進 | – |
| Innovator U.S. Equity Power Buffer ETF - September45782C656 | ETF | 78,709 | $230.2 萬 | 1.9% | −5,066−6.0% | 減碼 | – |
| First Tr Exchange Trad FD VI33739H101 | FST TR GLB FD | 84,550 | $207.1 萬 | 1.7% | −1,562−1.8% | 減碼 | – |
| First Tr Exchange-Traded FD33734X127 | ENERGY ALPHADX | 110,323 | $188.5 萬 | 1.5% | −21,599−16.4% | 減碼 | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 43,432 | $177.6 萬 | 1.5% | −28,771−39.8% | 減碼 | – |
| Capitol Ser Tr14064D550 | FAIRLEAD TACTICA | 37,360 | $87.3 萬 | 0.7% | +37,360 | 新進 | – |
| Innovator ETFs Trust45782C383 | US EQTY PWR BUF | 8,368 | $25.7 萬 | 0.2% | 00.0% | 不變 | – |
| LWLamb Weston Holdings, Inc. | Stock | 2,695 | $24.1 萬 | 0.2% | −55−2.0% | 減碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 1,993 | $23.2 萬 | 0.2% | +1,993 | 新進 | 歷史 |
| SLBSLB Limited | Stock | 4,333 | $23.2 萬 | 0.2% | +4,333 | 新進 | 歷史 |
| HESHess Corp | Stock | 1,610 | $22.8 萬 | 0.2% | +1,610 | 新進 | 歷史 |
| COPConocoPhillips | Stock | 1,903 | $22.5 萬 | 0.2% | +1,903 | 新進 | 歷史 |
| CAHCardinal Health Inc | Stock | 2,872 | $22.1 萬 | 0.2% | +2,872 | 新進 | 歷史 |
| GPCGenuine Parts Co | Stock | 1,247 | $21.6 萬 | 0.2% | +1,247 | 新進 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 2,505 | $21.5 萬 | 0.2% | +2,505 | 新進 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 17,500 | $20.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 20,119 | $2.01 萬 | <0.1% | −10.0% | 減碼 | – |
2022 年第 3 季之後清倉（14 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 3 季股數 | 2022 年第 3 季市值 | 2022 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 100,024 | $988.8 萬 | 8.1% | – |
| First Tr Exchng Traded FD VI33740F888 | SMIT UNCO BD ETF | 413,893 | $985.9 萬 | 8.1% | – |
| Pacer FDS Tr69374H717 | LUNT LRG CP ALTR | 199,035 | $712.9 萬 | 5.8% | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 170,688 | $663.6 萬 | 5.4% | – |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 286,637 | $478.7 萬 | 3.9% | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 29,147 | $371.0 萬 | 3.0% | – |
| First Tr Exchange-Traded Alp33737M201 | MID CAP VAL FD | 96,914 | $369.8 萬 | 3.0% | – |
| BXMTBlackstone Mortgage Trust, Inc. | COM CL A | 123,576 | $288.4 萬 | 2.4% | 歷史 |
| First Tr Exchange-Traded FD33734X838 | INDXX NAT RE ETF | 215,040 | $262.5 萬 | 2.1% | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 36,242 | $175.7 萬 | 1.4% | – |
| VRTXVertex Pharmaceuticals Inc | Stock | 753 | $21.8 萬 | 0.2% | 歷史 |
| ENPHEnphase Energy, Inc. | Stock | 756 | $21.0 萬 | 0.2% | 歷史 |
| CFCF Industries Holdings, Inc. | COM | 2,096 | $20.2 萬 | 0.2% | 歷史 |
| VLOValero Energy Corp | Stock | 1,878 | $20.1 萬 | 0.2% | 歷史 |