RiverTree Advisors, LLC
- SEC CIK
- 0001872501
- 最新申報
- 2026/7/22
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/4/16 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 28
- 較 2023 年第 4 季 −1
- 總值
- $1.49 億
- 較 2023 年第 4 季 +$186.0 萬 (+1.3%)
| 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 | 295,568 | $1,762 萬 | 11.8% | +4,384+1.5% | 加碼 | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 232,924 | $1,124 萬 | 7.5% | −2,498−1.1% | 減碼 | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 128,935 | $1,104 萬 | 7.4% | +7,386+6.1% | 加碼 | – |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 206,724 | $1,049 萬 | 7.0% | −513−0.2% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 338,462 | $946.3 萬 | 6.4% | −79,763−19.1% | 減碼 | – |
| First Tr Exchange-Traded FD33733E823 | GROWTH STRENGTH | 296,005 | $909.0 萬 | 6.1% | +6,162+2.1% | 加碼 | – |
| First Tr Exchng Traded FD VI33740U752 | FT VEST NASD ETF | 296,500 | $840.0 萬 | 5.6% | −27,009−8.3% | 減碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 141,939 | $824.8 萬 | 5.5% | +6,487+4.8% | 加碼 | – |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 173,044 | $672.8 萬 | 4.5% | −68,239−28.3% | 減碼 | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 177,716 | $618.8 萬 | 4.2% | +4,739+2.7% | 加碼 | – |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 127,153 | $587.6 萬 | 3.9% | −470−0.4% | 減碼 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 56,628 | $569.3 萬 | 3.8% | −509−0.9% | 減碼 | – |
| First Tr Exch Traded FD III33739P103 | LNG/SHT EQUITY | 88,420 | $545.2 萬 | 3.7% | +20,177+29.6% | 加碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 53,554 | $491.6 萬 | 3.3% | −915−1.7% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F599 | FT VEST US EQT | 97,789 | $383.7 萬 | 2.6% | −3,931−3.9% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U885 | FT VEST US EQT | 104,992 | $382.5 萬 | 2.6% | −4,270−3.9% | 減碼 | – |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 80,096 | $380.1 萬 | 2.6% | −27,823−25.8% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F581 | FT VEST NAS | 142,892 | $378.7 萬 | 2.5% | −5,238−3.5% | 減碼 | – |
| First Tr Exchange Traded FD33738R704 | RBA INDL ETF | 51,516 | $346.9 萬 | 2.3% | −3,251−5.9% | 減碼 | – |
| First Tr Exchange Traded FD33738R308 | BUYWRIT INCM ETF | 145,629 | $327.2 萬 | 2.2% | +145,629 | 新進 | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 38,412 | $196.1 萬 | 1.3% | −458−1.2% | 減碼 | – |
| Innovator ETFs Trust45783Y855 | DEFINED WLT SHLD | 64,710 | $189.3 萬 | 1.3% | −2,108−3.2% | 減碼 | – |
| SPDR Series Trust78468R523 | ST STR BL 12 ETF | 9,364 | $93.1 萬 | 0.6% | −4,186−30.9% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,274 | $56.6 萬 | 0.4% | −121−8.7% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 823 | $43.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 17,500 | $27.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,364 | $23.1 萬 | 0.2% | 00.0% | 不變 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 500 | $21.0 萬 | 0.1% | +500 | 新進 | 歷史 |
2023 年第 4 季之後清倉（3 檔）
2023 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 4 季股數 | 2023 年第 4 季市值 | 2023 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Innovator ETFs Trust45783Y814 | LADERD ALCTN PWR | 29,731 | $119.2 萬 | 0.8% | – |
| First Tr Exchange-Traded Alp33737M102 | MID CP GR ALPH | 15,631 | $106.5 萬 | 0.7% | – |
| Capitol Ser Tr14064D550 | FAIRLEAD TACTICA | 16,250 | $40.3 萬 | 0.3% | – |