RiverTree Advisors, LLC
- SEC CIK
- 0001872501
- 最新申報
- 2026/7/22
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/1/25 申報。只含多頭部位，變化是跟 2023 年第 3 季比股數。
- 持股檔數
- 29
- 較 2023 年第 3 季 +7
- 總值
- $1.47 億
- 較 2023 年第 3 季 +$1,267 萬 (+9.4%)
| 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 | 291,184 | $1,737 萬 | 11.8% | +67,426+30.1% | 加碼 | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 235,422 | $1,138 萬 | 7.7% | +48,847+26.2% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 418,225 | $1,111 萬 | 7.6% | +164,474+64.8% | 加碼 | – |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 207,237 | $1,042 萬 | 7.1% | +29,937+16.9% | 加碼 | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 121,549 | $972.9 萬 | 6.6% | +15,182+14.3% | 加碼 | – |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 241,283 | $881.9 萬 | 6.0% | +20,052+9.1% | 加碼 | – |
| First Tr Exchng Traded FD VI33740U752 | FT VEST NASD ETF | 323,509 | $873.5 萬 | 5.9% | +323,509 | 新進 | – |
| First Tr Exchange-Traded FD33733E823 | GROWTH STRENGTH | 289,843 | $789.2 萬 | 5.4% | +289,843 | 新進 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 135,452 | $704.2 萬 | 4.8% | −28,929−17.6% | 減碼 | – |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 127,623 | $588.0 萬 | 4.0% | +127,623 | 新進 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 57,137 | $570.2 萬 | 3.9% | −33,440−36.9% | 減碼 | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 172,977 | $566.8 萬 | 3.9% | +172,977 | 新進 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 54,469 | $497.8 萬 | 3.4% | −121,239−69.0% | 減碼 | – |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 107,919 | $458.9 萬 | 3.1% | +107,919 | 新進 | – |
| First Tr Exchng Traded FD VI33740F599 | FT VEST US EQT | 101,720 | $384.0 萬 | 2.6% | −1,832−1.8% | 減碼 | – |
| First Tr Exch Traded FD III33739P103 | LNG/SHT EQUITY | 68,243 | $383.9 萬 | 2.6% | +68,243 | 新進 | – |
| First Tr Exchng Traded FD VI33740U885 | FT VEST US EQT | 109,262 | $381.9 萬 | 2.6% | +3,471+3.3% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F581 | FT VEST NAS | 148,130 | $379.7 萬 | 2.6% | +4,204+2.9% | 加碼 | – |
| First Tr Exchange Traded FD33738R704 | RBA INDL ETF | 54,767 | $316.8 萬 | 2.2% | +19,368+54.7% | 加碼 | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 38,870 | $196.8 萬 | 1.3% | +38,870 | 新進 | – |
| Innovator ETFs Trust45783Y855 | DEFINED WLT SHLD | 66,818 | $190.9 萬 | 1.3% | +1,702+2.6% | 加碼 | – |
| SPDR Series Trust78468R523 | ST STR BL 12 ETF | 13,550 | $134.3 萬 | 0.9% | −39,335−74.4% | 減碼 | – |
| Innovator ETFs Trust45783Y814 | LADERD ALCTN PWR | 29,731 | $119.2 萬 | 0.8% | −80,540−73.0% | 減碼 | – |
| First Tr Exchange-Traded Alp33737M102 | MID CP GR ALPH | 15,631 | $106.5 萬 | 0.7% | +15,631 | 新進 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,395 | $57.1 萬 | 0.4% | +369+36.0% | 加碼 | – |
| Capitol Ser Tr14064D550 | FAIRLEAD TACTICA | 16,250 | $40.3 萬 | 0.3% | +16,250 | 新進 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 823 | $39.1 萬 | 0.3% | +823 | 新進 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 17,500 | $24.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,364 | $21.5 萬 | 0.1% | −21,541−94.0% | 減碼 | – |
2023 年第 3 季之後清倉（3 檔）
2023 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 3 季股數 | 2023 年第 3 季市值 | 2023 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Innovator ETFs Trust45782C888 | US EQT BUFR APR | 214,302 | $749.4 萬 | 5.6% | – |
| First Tr Exchng Traded FD VI33740U208 | FT VEST US EQT | 178,768 | $685.6 萬 | 5.1% | – |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 132,910 | $656.0 萬 | 4.9% | – |