RiverTree Advisors, LLC
- SEC CIK
- 0001872501
- 最新申報
- 2026/7/22
2025 年第 4 季持倉
持倉截至 2025/12/31,2026/1/15 申報。只含多頭部位,變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 61
- 較 2025 年第 3 季 +6
- 總值
- $1.57 億
- 較 2025 年第 3 季 +$85.1 萬 (+0.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 242,264 | $1,225 萬 | 7.8% | +7,174+3.1% | 加碼 | – |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 144,125 | $863.7 萬 | 5.5% | +21,187+17.2% | 加碼 | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 170,712 | $853.4 萬 | 5.4% | +26,563+18.4% | 加碼 | – |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 181,110 | $830.9 萬 | 5.3% | −3,326−1.8% | 減碼 | – |
| Simplify Exchange Traded Fun82889N640 | TREASURY OPT INC | 315,004 | $746.7 萬 | 4.8% | +8,003+2.6% | 加碼 | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 78,611 | $727.2 萬 | 4.6% | −190.0% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U752 | FT VEST NASD ETF | 189,840 | $680.4 萬 | 4.3% | +1,554+0.8% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 197,473 | $676.5 萬 | 4.3% | +1,514+0.8% | 加碼 | – |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 148,123 | $659.1 萬 | 4.2% | −352−0.2% | 減碼 | – |
| Neos ETF Trust78433H303 | NEOS S&P 500 HI | 111,339 | $584.9 萬 | 3.7% | −3,204−2.8% | 減碼 | – |
| First Tr Exchange-Traded FD33733E823 | GROWTH STRENGTH | 144,257 | $510.0 萬 | 3.3% | +3,311+2.3% | 加碼 | – |
| First Tr Exchange Traded FD33738R308 | BUYWRIT INCM ETF | 195,631 | $462.1 萬 | 2.9% | −2,422−1.2% | 減碼 | – |
| Neos ETF Trust78433H675 | NASDAQ 100 HIGH | 80,063 | $431.2 萬 | 2.7% | +77+0.1% | 加碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 65,237 | $392.5 萬 | 2.5% | 00.0% | 不變 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 38,587 | $387.2 萬 | 2.5% | −15,858−29.1% | 減碼 | – |
| ETWEaton Vance Tax-Managed Global Buy-Write Opportunities Fund | COM | 412,596 | $380.4 萬 | 2.4% | −10,471−2.5% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33738D820 | FT VEST SMID | 166,366 | $357.0 萬 | 2.3% | −3,051−1.8% | 減碼 | – |
| First Tr Exchange-Traded FD33738D879 | FT VEST RIS | 130,380 | $342.1 萬 | 2.2% | +1,803+1.4% | 加碼 | – |
| Simplify Exchange Traded Fun82889N830 | HIGH YIELD ETF | 129,536 | $288.5 萬 | 1.8% | −44,443−25.5% | 減碼 | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 73,087 | $280.1 萬 | 1.8% | +1,524+2.1% | 加碼 | – |
| First Tr Exchange Traded FD33738R407 | NASDAQ BUYWRITE | 133,992 | $279.0 萬 | 1.8% | +696+0.5% | 加碼 | – |
| First Tr Exchange-Traded FD33733E856 | FT VEST GOLD | 108,338 | $271.0 萬 | 1.7% | +1,999+1.9% | 加碼 | – |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 47,128 | $221.6 萬 | 1.4% | −9,891−17.3% | 減碼 | – |
| First Tr Exchange Traded FD33738R704 | RBA INDL ETF | 18,922 | $186.0 萬 | 1.2% | +6,544+52.9% | 加碼 | – |
| Neos ETF Trust78433H501 | NEOS ENH INC 1-3 | 34,901 | $173.6 萬 | 1.1% | +34,901 | 新進 | – |
| Innovator ETFs Trust45783Y855 | DEFINED WLT SHLD | 47,864 | $160.4 萬 | 1.0% | +18,423+62.6% | 加碼 | – |
| Invesco Exchange Traded FD T46137V746 | LARG CAP GRO ETF | 11,859 | $150.7 萬 | 1.0% | +11,859 | 新進 | – |
| First Tr Exchange-Traded FD33738D812 | FT VEST TEC | 54,014 | $149.8 萬 | 1.0% | −472−0.9% | 減碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 16,232 | $148.3 萬 | 0.9% | −12,165−42.8% | 減碼 | – |
| Fidelity Comwlth Tr315912808 | NASDAQ COMPSIT | 16,145 | $147.6 萬 | 0.9% | +16,145 | 新進 | – |
| First Tr Exchng Traded FD VI33740F599 | FT VEST US EQT | 28,858 | $137.0 萬 | 0.9% | −134−0.5% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U885 | FT VEST US EQT | 30,348 | $134.8 萬 | 0.9% | −139−0.5% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E875 | DORSEY WRGT DVLP | 27,398 | $134.2 萬 | 0.9% | −640−2.3% | 減碼 | – |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 21,809 | $129.3 萬 | 0.8% | +21,809 | 新進 | – |
| Tidal Trust II88636J642 | YIEL MAGN 7 ETFS | 85,058 | $121.0 萬 | 0.8% | +5,516+6.9% | 加碼 | – |
| SPDR Series Trust78468R523 | ST STR BL 12 ETF | 9,668 | $95.9 萬 | 0.6% | −1,035−9.7% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F581 | FT VEST NAS | 26,545 | $87.6 萬 | 0.6% | −121−0.5% | 減碼 | – |
| iShares Tr464288257 | MSCI ACWI ETF | 5,839 | $82.6 萬 | 0.5% | +2,553+77.7% | 加碼 | – |
| First Tr Exch Traded FD III33739P103 | LNG/SHT EQUITY | 11,402 | $80.9 萬 | 0.5% | −3,662−24.3% | 減碼 | – |
| SPDR Index Shs FDS78463X533 | ST MAR DIVID ETF | 20,663 | $80.9 萬 | 0.5% | −24,641−54.4% | 減碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 14,542 | $79.6 萬 | 0.5% | +14,542 | 新進 | – |
| PIMCO ETF Tr72201R585 | MULTISECTOR BD | 28,530 | $76.1 萬 | 0.5% | +28,530 | 新進 | – |
| First Tr Exchange-Traded FD33739Q507 | SSI STRG ETF | 17,438 | $75.0 萬 | 0.5% | +1,687+10.7% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E784 | EMRNG MKT SVRG | 33,868 | $73.4 萬 | 0.5% | +33,868 | 新進 | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 13,889 | $70.6 萬 | 0.5% | −16,872−54.8% | 減碼 | – |
| First Tr Exchange-Traded FD33738D804 | LTD DUR INVT ETF | 36,169 | $69.4 萬 | 0.4% | +36,169 | 新進 | – |
| First Tr Exchange-Traded FD33738D408 | FIRST TR TA HIYL | 16,308 | $68.3 萬 | 0.4% | −20,404−55.6% | 減碼 | – |
| First Tr Exchange-Traded Alp33735K108 | COM SHS | 4,197 | $67.1 萬 | 0.4% | −10,126−70.7% | 減碼 | – |
| Innovator ETFs Trust45782C318 | US EQTY PWR BUF | 15,545 | $61.5 萬 | 0.4% | 00.0% | 不變 | – |
| Columbia ETF Tr I19761L706 | RESH ENHNC COR | 14,123 | $57.7 萬 | 0.4% | −252−1.8% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E222 | S&P INTL MOMNT | 9,777 | $54.3 萬 | 0.3% | +9,777 | 新進 | – |
| Innovator ETFs Trust45782C680 | US EQTY PWR BF | 8,911 | $38.5 萬 | 0.2% | 00.0% | 不變 | – |
| Graniteshares ETF Tr38747R306 | HIPS US HIGH INC | 31,294 | $36.6 萬 | 0.2% | −121,114−79.5% | 減碼 | – |
| iShares Tr464287572 | GLOBAL 100 ETF | 2,858 | $36.2 萬 | 0.2% | −111−3.7% | 減碼 | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 17,500 | $28.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 384 | $26.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 800 | $25.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 500 | $25.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740F631 | FT VEST US | 5,220 | $22.7 萬 | 0.1% | 00.0% | 不變 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 422 | $20.3 萬 | 0.1% | +422 | 新進 | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 2,896 | $20.1 萬 | 0.1% | +2,896 | 新進 | – |
2025 年第 3 季之後清倉(5 檔)
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| First Tr Exchange-Traded Alp33734K109 | COM SHS | 11,941 | $139.5 萬 | 0.9% | – |
| Neos ETF Trust78433H576 | NASDAQ 100 HDGD | 23,153 | $125.9 萬 | 0.8% | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 2,793 | $71.6 萬 | 0.5% | – |
| RBB FD Inc74933W452 | F/M US TREASURY | 8,006 | $40.0 萬 | 0.3% | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 356 | $21.4 萬 | 0.1% | – |