RiverTree Advisors, LLC
- SEC CIK
- 0001872501
- 最新申報
- 2026/7/22
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/5/15 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 38
- 較 2022 年第 4 季 +5
- 總值
- $1.39 億
- 較 2022 年第 4 季 +$1,713 萬 (+14.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 146,402 | $1,344 萬 | 9.7% | +117,889+413.5% | 加碼 | – |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 224,577 | $1,336 萬 | 9.6% | +32,236+16.8% | 加碼 | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 202,054 | $967.2 萬 | 7.0% | +8,842+4.6% | 加碼 | – |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 188,248 | $932.0 萬 | 6.7% | +8,034+4.5% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F888 | SMIT UNCO BD ETF | 366,066 | $886.2 萬 | 6.4% | +366,066 | 新進 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 180,264 | $846.3 萬 | 6.1% | +10,660+6.3% | 加碼 | – |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 231,077 | $819.6 萬 | 5.9% | +2,322+1.0% | 加碼 | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 110,556 | $806.4 萬 | 5.8% | −148−0.1% | 減碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 105,982 | $784.9 萬 | 5.6% | +7,375+7.5% | 加碼 | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 194,894 | $782.7 萬 | 5.6% | +194,894 | 新進 | – |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 202,680 | $771.4 萬 | 5.6% | +202,680 | 新進 | – |
| First Tr Exchange-Traded FD336917109 | SHS | 119,979 | $425.9 萬 | 3.1% | +10,328+9.4% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 180,092 | $422.7 萬 | 3.0% | +26,831+17.5% | 加碼 | – |
| ProShares Tr74347B680 | S&P MDCP 400 DIV | 55,960 | $395.9 萬 | 2.8% | +44+0.1% | 加碼 | – |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 95,299 | $390.5 萬 | 2.8% | −330.0% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F599 | FT VEST US EQT | 113,971 | $383.2 萬 | 2.8% | +113,971 | 新進 | – |
| First Tr Exchange Traded FD33738R704 | RBA INDL ETF | 41,057 | $197.1 萬 | 1.4% | +41,057 | 新進 | – |
| Innovator U.S. Equity Power Buffer ETF - September45782C656 | ETF | 59,842 | $183.6 萬 | 1.3% | −18,867−24.0% | 減碼 | – |
| First Tr Exchange Trad FD VI33739H101 | FST TR GLB FD | 67,910 | $159.5 萬 | 1.1% | −16,640−19.7% | 減碼 | – |
| Amplify ETF Tr032108722 | CWP INTL ENHANCE | 52,224 | $141.5 萬 | 1.0% | +52,224 | 新進 | – |
| Innovator ETFs Trust45782C524 | INTRNL DEV JAN | 35,136 | $100.0 萬 | 0.7% | +35,136 | 新進 | – |
| First Tr Exch Traded FD III33739P855 | INSTL PFD SECS | 58,152 | $97.4 萬 | 0.7% | +58,152 | 新進 | – |
| Innovator ETFs Trust45783Y814 | LADERD ALCTN PWR | 27,041 | $97.1 萬 | 0.7% | +27,041 | 新進 | – |
| Capitol Ser Tr14064D550 | FAIRLEAD TACTICA | 39,678 | $96.1 萬 | 0.7% | +2,318+6.2% | 加碼 | – |
| Innovator ETFs Trust45783Y855 | DEFINED WLT SHLD | 35,200 | $95.8 萬 | 0.7% | +35,200 | 新進 | – |
| First Tr Exchange-Traded FD33734X127 | ENERGY ALPHADX | 60,837 | $94.4 萬 | 0.7% | −49,486−44.9% | 減碼 | – |
| First Tr Exchange Traded FD33738R878 | DORSEY WRIGHT | 25,201 | $83.1 萬 | 0.6% | −202,730−88.9% | 減碼 | – |
| First Tr Exchange-Traded FD33734X838 | INDXX NAT RE ETF | 32,449 | $43.0 萬 | 0.3% | +32,449 | 新進 | – |
| Innovator ETFs Trust45782C383 | US EQTY PWR BUF | 8,368 | $26.9 萬 | 0.2% | 00.0% | 不變 | – |
| LWLamb Weston Holdings, Inc. | Stock | 2,225 | $23.3 萬 | 0.2% | −470−17.4% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 665 | $23.0 萬 | 0.2% | +665 | 新進 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 17,500 | $21.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| LVSLas Vegas Sands Corp | COM | 3,791 | $21.8 萬 | 0.2% | +3,791 | 新進 | 歷史 |
| BABoeing Co | Stock | 1,005 | $21.3 萬 | 0.2% | +1,005 | 新進 | 歷史 |
| MKTXMarketaxess Holdings Inc | COM | 543 | $21.2 萬 | 0.2% | +543 | 新進 | 歷史 |
| WYNNWynn Resorts Ltd | COM | 1,882 | $21.1 萬 | 0.2% | +1,882 | 新進 | 歷史 |
| TPRTapestry, Inc. | COM | 4,883 | $21.1 萬 | 0.2% | +4,883 | 新進 | 歷史 |
| Direxion Shs ETF Tr25490K323 | SP BIOTCH BL NEW | 16,043 | $7.88 萬 | 0.1% | +16,043 | 新進 | – |
2022 年第 4 季之後清倉（13 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 224,626 | $1,049 萬 | 8.6% | – |
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 186,039 | $451.0 萬 | 3.7% | – |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 99,700 | $444.6 萬 | 3.6% | – |
| First Tr Exchange-Traded Alp33734K109 | COM SHS | 50,926 | $407.8 萬 | 3.3% | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 43,432 | $177.6 萬 | 1.5% | – |
| MPCMarathon Petroleum Corp | Stock | 1,993 | $23.2 萬 | 0.2% | 歷史 |
| SLBSLB Limited | Stock | 4,333 | $23.2 萬 | 0.2% | 歷史 |
| HESHess Corp | Stock | 1,610 | $22.8 萬 | 0.2% | 歷史 |
| COPConocoPhillips | Stock | 1,903 | $22.5 萬 | 0.2% | 歷史 |
| CAHCardinal Health Inc | Stock | 2,872 | $22.1 萬 | 0.2% | 歷史 |
| GPCGenuine Parts Co | Stock | 1,247 | $21.6 萬 | 0.2% | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 2,505 | $21.5 萬 | 0.2% | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 20,119 | $2.01 萬 | <0.1% | – |