RiverTree Advisors, LLC
- SEC CIK
- 0001872501
- 最新申報
- 2026/7/22
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/1/16 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 46
- 較 2024 年第 3 季 +12
- 總值
- $1.52 億
- 較 2024 年第 3 季 +$475.9 萬 (+3.2%)
| 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 | 218,789 | $1,308 萬 | 8.6% | −68,070−23.7% | 減碼 | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 226,416 | $1,102 萬 | 7.2% | −4,019−1.7% | 減碼 | – |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 208,452 | $1,057 萬 | 6.9% | −821−0.4% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 310,559 | $946.3 萬 | 6.2% | −4,627−1.5% | 減碼 | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 91,747 | $805.7 萬 | 5.3% | −23,974−20.7% | 減碼 | – |
| First Tr Exchange-Traded FD33733E823 | GROWTH STRENGTH | 252,428 | $792.6 萬 | 5.2% | −14,412−5.4% | 減碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 128,498 | $725.8 萬 | 4.8% | +8,912+7.5% | 加碼 | – |
| First Tr Exchng Traded FD VI33740U752 | FT VEST NASD ETF | 227,847 | $716.1 萬 | 4.7% | −37,130−14.0% | 減碼 | – |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 173,550 | $702.5 萬 | 4.6% | +445+0.3% | 加碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 70,364 | $643.3 萬 | 4.2% | +23,108+48.9% | 加碼 | – |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 127,594 | $590.0 萬 | 3.9% | −818−0.6% | 減碼 | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 158,892 | $569.6 萬 | 3.7% | +4,218+2.7% | 加碼 | – |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 91,296 | $439.7 萬 | 2.9% | −1,013−1.1% | 減碼 | – |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 83,805 | $418.7 萬 | 2.8% | +76,513+1,049.3% | 加碼 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 34,291 | $344.1 萬 | 2.3% | −20,432−37.3% | 減碼 | – |
| First Tr Exchange-Traded FD336917109 | SHS | 79,078 | $318.4 萬 | 2.1% | +70,799+855.2% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 7,756 | $311.5 萬 | 2.0% | +7,756 | 新進 | – |
| First Tr Exchng Traded FD VI33740F839 | FT VEST US EQT | 57,938 | $248.4 萬 | 1.6% | +57,938 | 新進 | – |
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 51,760 | $247.5 萬 | 1.6% | +51,760 | 新進 | – |
| First Tr Exchange Traded FD33738R704 | RBA INDL ETF | 29,729 | $229.0 萬 | 1.5% | −10,355−25.8% | 減碼 | – |
| First Tr Exchange-Traded FD33738D804 | LTD DUR INVT ETF | 103,659 | $195.6 萬 | 1.3% | +103,659 | 新進 | – |
| First Tr Exchange-Traded FD33738D408 | FIRST TR TA HIYL | 47,151 | $194.9 萬 | 1.3% | +47,151 | 新進 | – |
| First Tr Exchng Traded FD VI33740F888 | SMIT UNCO BD ETF | 74,163 | $182.8 萬 | 1.2% | +74,163 | 新進 | – |
| First Tr Exchange Traded FD33738R308 | BUYWRIT INCM ETF | 71,420 | $166.2 萬 | 1.1% | −49,842−41.1% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U885 | FT VEST US EQT | 39,600 | $163.5 萬 | 1.1% | −53,687−57.6% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F599 | FT VEST US EQT | 37,533 | $162.4 萬 | 1.1% | −50,687−57.5% | 減碼 | – |
| Columbia ETF Tr I19761L706 | RESH ENHNC COR | 46,242 | $160.1 萬 | 1.1% | +46,242 | 新進 | – |
| iShares Tr464287572 | GLOBAL 100 ETF | 15,864 | $159.9 萬 | 1.1% | +3,511+28.4% | 加碼 | – |
| First Tr Exch Traded FD III33739P103 | LNG/SHT EQUITY | 20,278 | $133.4 萬 | 0.9% | −30,692−60.2% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F581 | FT VEST NAS | 43,683 | $130.0 萬 | 0.9% | −51,262−54.0% | 減碼 | – |
| SPDR Index Shs FDS78463X533 | ST MAR DIVID ETF | 35,162 | $124.0 萬 | 0.8% | +16,206+85.5% | 加碼 | – |
| iShares Tr464288257 | MSCI ACWI ETF | 9,363 | $110.0 萬 | 0.7% | +9,363 | 新進 | – |
| First Tr Exchange-Traded FD33734G108 | COM | 39,474 | $108.0 萬 | 0.7% | +39,474 | 新進 | – |
| Innovator ETFs Trust45783Y855 | DEFINED WLT SHLD | 32,405 | $101.8 萬 | 0.7% | −27,944−46.3% | 減碼 | – |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 51,738 | $91.6 萬 | 0.6% | +51,738 | 新進 | – |
| First Tr Exchange-Traded FD33733E856 | FT VEST GOLD | 47,988 | $90.6 萬 | 0.6% | +47,988 | 新進 | – |
| RBB FD Inc74933W452 | F/M US TREASURY | 18,047 | $90.0 萬 | 0.6% | −13,367−42.6% | 減碼 | – |
| SPDR Series Trust78468R523 | ST STR BL 12 ETF | 8,541 | $84.7 萬 | 0.6% | +547+6.8% | 加碼 | – |
| Innovator ETFs Trust45782C318 | US EQTY PWR BUF | 15,545 | $55.8 萬 | 0.4% | 00.0% | 不變 | – |
| Tidal Trust II88636J642 | YIEL MAGN 7 ETFS | 22,273 | $42.9 萬 | 0.3% | +22,273 | 新進 | – |
| Innovator ETFs Trust45782C680 | US EQTY PWR BF | 8,911 | $34.3 萬 | 0.2% | 00.0% | 不變 | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 17,500 | $34.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 500 | $22.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 380 | $22.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ProShares Tr74349Y837 | SHORT QQQ | 5,930 | $22.2 萬 | 0.1% | +5,930 | 新進 | – |
| Tidal Tr II88636J451 | YIELDMAX SHORT | 12,490 | $21.9 萬 | 0.1% | +12,490 | 新進 | – |
2024 年第 3 季之後清倉（2 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 3 季股數 | 2024 年第 3 季市值 | 2024 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| First Tr Exchange Traded FD33738R407 | NASDAQ BUYWRITE | 124,300 | $254.6 萬 | 1.7% | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 37,706 | $192.5 萬 | 1.3% | – |