RiverTree Advisors, LLC
- SEC CIK
- 0001872501
- 最新申報
- 2026/7/22
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/4/17 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 55
- 較 2024 年第 4 季 +9
- 總值
- $1.49 億
- 較 2024 年第 4 季 −$280.5 萬 (−1.8%)
| 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 | 186,793 | $1,118 萬 | 7.5% | −31,996−14.6% | 減碼 | – |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 208,956 | $1,060 萬 | 7.1% | +504+0.2% | 加碼 | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 178,920 | $879.6 萬 | 5.9% | −47,496−21.0% | 減碼 | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 91,323 | $818.6 萬 | 5.5% | −424−0.5% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 274,311 | $814.4 萬 | 5.5% | −36,248−11.7% | 減碼 | – |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 173,453 | $707.2 萬 | 4.7% | −97−0.1% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U752 | FT VEST NASD ETF | 224,813 | $671.3 萬 | 4.5% | −3,034−1.3% | 減碼 | – |
| First Tr Exchange-Traded FD33733E823 | GROWTH STRENGTH | 214,839 | $639.1 萬 | 4.3% | −37,589−14.9% | 減碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 69,549 | $638.0 萬 | 4.3% | −815−1.2% | 減碼 | – |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 135,344 | $617.8 萬 | 4.1% | +7,750+6.1% | 加碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 108,753 | $595.5 萬 | 4.0% | −19,745−15.4% | 減碼 | – |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 92,109 | $478.4 萬 | 3.2% | +813+0.9% | 加碼 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 34,252 | $344.6 萬 | 2.3% | −39−0.1% | 減碼 | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 102,529 | $343.5 萬 | 2.3% | −56,363−35.5% | 減碼 | – |
| Invesco Exchange Traded FD T46137V399 | S&P500 BUY WRT | 153,156 | $339.5 萬 | 2.3% | +153,156 | 新進 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 8,801 | $317.8 萬 | 2.1% | +1,045+13.5% | 加碼 | – |
| Simplify Exchange Traded Fun82889N640 | TREASURY OPT INC | 116,065 | $286.4 萬 | 1.9% | +116,065 | 新進 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 44,517 | $260.6 萬 | 1.7% | +44,517 | 新進 | – |
| First Tr Exchng Traded FD VI33740F839 | FT VEST US EQT | 57,938 | $242.9 萬 | 1.6% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 51,760 | $241.6 萬 | 1.6% | 00.0% | 不變 | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 40,312 | $205.8 萬 | 1.4% | +40,312 | 新進 | – |
| First Tr Exchange-Traded FD33738D820 | FT VEST SMID | 101,569 | $202.8 萬 | 1.4% | +101,569 | 新進 | – |
| First Tr Exchange-Traded FD33738D408 | FIRST TR TA HIYL | 48,678 | $199.8 萬 | 1.3% | +1,527+3.2% | 加碼 | – |
| First Tr Exchange Traded FD33738R704 | RBA INDL ETF | 28,628 | $195.3 萬 | 1.3% | −1,101−3.7% | 減碼 | – |
| Neos ETF Trust78433H303 | NEOS S&P 500 HI | 37,921 | $181.6 萬 | 1.2% | +37,921 | 新進 | – |
| First Tr Exchange Traded FD33738R308 | BUYWRIT INCM ETF | 71,296 | $155.9 萬 | 1.0% | −124−0.2% | 減碼 | – |
| ETWEaton Vance Tax-Managed Global Buy-Write Opportunities Fund | COM | 188,723 | $155.7 萬 | 1.0% | +188,723 | 新進 | 歷史 |
| First Tr Exchng Traded FD VI33740U885 | FT VEST US EQT | 33,442 | $136.7 萬 | 0.9% | −6,158−15.6% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F599 | FT VEST US EQT | 31,860 | $134.4 萬 | 0.9% | −5,673−15.1% | 減碼 | – |
| Graniteshares ETF Tr38747R306 | HIPS US HIGH INC | 102,757 | $130.7 萬 | 0.9% | +102,757 | 新進 | – |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 74,960 | $124.7 萬 | 0.8% | +74,960 | 新進 | – |
| First Tr Exch Traded FD III33739P103 | LNG/SHT EQUITY | 19,449 | $124.6 萬 | 0.8% | −829−4.1% | 減碼 | – |
| First Tr Exchange Traded FD33738R407 | NASDAQ BUYWRITE | 66,067 | $124.5 萬 | 0.8% | +66,067 | 新進 | – |
| Neos ETF Trust78433H675 | NASDAQ 100 HIGH | 25,870 | $122.7 萬 | 0.8% | +25,870 | 新進 | – |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 21,507 | $106.5 萬 | 0.7% | +21,507 | 新進 | – |
| Innovator ETFs Trust45783Y855 | DEFINED WLT SHLD | 31,866 | $100.0 萬 | 0.7% | −539−1.7% | 減碼 | – |
| First Tr Exchange-Traded FD33733E856 | FT VEST GOLD | 47,529 | $99.7 萬 | 0.7% | −459−1.0% | 減碼 | – |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 55,980 | $98.5 萬 | 0.7% | +4,242+8.2% | 加碼 | – |
| Tidal Tr II88636J451 | YIELDMAX SHORT | 55,199 | $97.7 萬 | 0.7% | +42,709+341.9% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F581 | FT VEST NAS | 34,361 | $97.2 萬 | 0.7% | −9,322−21.3% | 減碼 | – |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 20,754 | $95.5 萬 | 0.6% | −63,051−75.2% | 減碼 | – |
| SPDR Series Trust78468R523 | ST STR BL 12 ETF | 9,491 | $94.4 萬 | 0.6% | +950+11.1% | 加碼 | – |
| RBB FD Inc74933W452 | F/M US TREASURY | 16,037 | $80.2 萬 | 0.5% | −2,010−11.1% | 減碼 | – |
| SPDR Index Shs FDS78463X533 | ST MAR DIVID ETF | 16,694 | $59.6 萬 | 0.4% | −18,468−52.5% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,005 | $56.2 萬 | 0.4% | +625+164.5% | 加碼 | 歷史 |
| Innovator ETFs Trust45782C318 | US EQTY PWR BUF | 15,545 | $55.7 萬 | 0.4% | 00.0% | 不變 | – |
| iShares Tr464287572 | GLOBAL 100 ETF | 4,511 | $43.4 萬 | 0.3% | −11,353−71.6% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F888 | SMIT UNCO BD ETF | 14,697 | $36.4 萬 | 0.2% | −59,466−80.2% | 減碼 | – |
| Tidal Trust II88636J642 | YIEL MAGN 7 ETFS | 24,198 | $36.1 萬 | 0.2% | +1,925+8.6% | 加碼 | – |
| Innovator ETFs Trust45782C680 | US EQTY PWR BF | 8,911 | $33.7 萬 | 0.2% | 00.0% | 不變 | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 17,500 | $32.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| USOICredit Suisse AG | XLINK CRD ETN37 | 5,096 | $31.3 萬 | 0.2% | +5,096 | 新進 | 歷史 |
| Columbia ETF Tr I19761L706 | RESH ENHNC COR | 8,695 | $28.9 萬 | 0.2% | −37,547−81.2% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 500 | $26.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464288257 | MSCI ACWI ETF | 1,855 | $21.6 萬 | 0.1% | −7,508−80.2% | 減碼 | – |
2024 年第 4 季之後清倉（4 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| First Tr Exchange-Traded FD336917109 | SHS | 79,078 | $318.4 萬 | 2.1% | – |
| First Tr Exchange-Traded FD33738D804 | LTD DUR INVT ETF | 103,659 | $195.6 萬 | 1.3% | – |
| First Tr Exchange-Traded FD33734G108 | COM | 39,474 | $108.0 萬 | 0.7% | – |
| ProShares Tr74349Y837 | SHORT QQQ | 5,930 | $22.2 萬 | 0.1% | – |