RiverTree Advisors, LLC
- SEC CIK
- 0001872501
- 最新申報
- 2026/7/22
2026 年第 1 季持倉
持倉截至 2026/3/31,2026/4/20 申報。只含多頭部位,變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 60
- 較 2025 年第 4 季 −1
- 總值
- $1.58 億
- 較 2025 年第 4 季 +$104.0 萬 (+0.7%)
| 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 | 233,300 | $1,175 萬 | 7.4% | −8,964−3.7% | 減碼 | – |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 134,529 | $804.2 萬 | 5.1% | −9,596−6.7% | 減碼 | – |
| Simplify Exchange Traded Fun82889N640 | TREASURY OPT INC | 311,262 | $731.6 萬 | 4.6% | −3,742−1.2% | 減碼 | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 78,469 | $727.9 萬 | 4.6% | −142−0.2% | 減碼 | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 139,931 | $697.0 萬 | 4.4% | −30,781−18.0% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U752 | FT VEST NASD ETF | 188,585 | $666.1 萬 | 4.2% | −1,255−0.7% | 減碼 | – |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 147,624 | $662.1 萬 | 4.2% | −499−0.3% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 194,417 | $656.5 萬 | 4.2% | −3,056−1.5% | 減碼 | – |
| Neos ETF Trust78433H303 | NEOS S&P 500 HI | 127,718 | $630.5 萬 | 4.0% | +16,379+14.7% | 加碼 | – |
| PIMCO ETF Tr72201R585 | MULTISECTOR BD | 206,906 | $542.1 萬 | 3.4% | +178,376+625.2% | 加碼 | – |
| First Tr Exchange-Traded FD33733E823 | GROWTH STRENGTH | 142,913 | $486.6 萬 | 3.1% | −1,344−0.9% | 減碼 | – |
| First Tr Exchange Traded FD33738R308 | BUYWRIT INCM ETF | 211,386 | $485.1 萬 | 3.1% | +15,755+8.1% | 加碼 | – |
| Neos ETF Trust78433H675 | NASDAQ 100 HIGH | 93,270 | $463.5 萬 | 2.9% | +13,207+16.5% | 加碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 64,492 | $403.5 萬 | 2.6% | −745−1.1% | 減碼 | – |
| First Tr Exchange-Traded FD33738D879 | FT VEST RIS | 153,122 | $391.2 萬 | 2.5% | +22,742+17.4% | 加碼 | – |
| ETWEaton Vance Tax-Managed Global Buy-Write Opportunities Fund | COM | 445,503 | $391.2 萬 | 2.5% | +32,907+8.0% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33738D820 | FT VEST SMID | 178,486 | $387.3 萬 | 2.5% | +12,120+7.3% | 加碼 | – |
| Simplify Exchange Traded Fun82889N723 | AGGREGATE BD ETF | 156,859 | $319.2 萬 | 2.0% | +156,859 | 新進 | – |
| Simplify Exchange Traded Fun82889N335 | BARRIER INCOME | 126,641 | $310.8 萬 | 2.0% | +126,641 | 新進 | – |
| First Tr Exchange Traded FD33738R407 | NASDAQ BUYWRITE | 154,916 | $308.6 萬 | 2.0% | +20,924+15.6% | 加碼 | – |
| First Tr Exchange-Traded FD33733E856 | FT VEST GOLD | 112,491 | $287.2 萬 | 1.8% | +4,153+3.8% | 加碼 | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 72,178 | $284.6 萬 | 1.8% | −909−1.2% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F888 | SMIT UNCO BD ETF | 102,124 | $253.0 萬 | 1.6% | +102,124 | 新進 | – |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 46,709 | $245.9 萬 | 1.6% | −419−0.9% | 減碼 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 23,450 | $235.8 萬 | 1.5% | −15,137−39.2% | 減碼 | – |
| First Tr Exchange Traded FD33738R704 | RBA INDL ETF | 20,433 | $226.4 萬 | 1.4% | +1,511+8.0% | 加碼 | – |
| Invesco Exchange Traded FD T46137V746 | LARG CAP GRO ETF | 17,710 | $223.0 萬 | 1.4% | +5,851+49.3% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F599 | FT VEST US EQT | 33,784 | $163.8 萬 | 1.0% | +4,926+17.1% | 加碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 23,540 | $160.7 萬 | 1.0% | +20,644+712.8% | 加碼 | – |
| Innovator ETFs Trust45783Y855 | DEFINED WLT SHLD | 47,571 | $159.2 萬 | 1.0% | −293−0.6% | 減碼 | – |
| Neos ETF Trust78433H501 | NEOS ENH INC 1-3 | 31,883 | $158.7 萬 | 1.0% | −3,018−8.6% | 減碼 | – |
| First Tr Exchange-Traded FD33739Q507 | SSI STRG ETF | 33,212 | $146.7 萬 | 0.9% | +15,774+90.5% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E784 | EMRNG MKT SVRG | 68,855 | $143.9 萬 | 0.9% | +34,987+103.3% | 加碼 | – |
| First Tr Exchange-Traded FD33738D408 | FIRST TR TA HIYL | 34,795 | $141.2 萬 | 0.9% | +18,487+113.4% | 加碼 | – |
| Fidelity Comwlth Tr315912808 | NASDAQ COMPSIT | 16,023 | $136.1 萬 | 0.9% | −122−0.8% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U885 | FT VEST US EQT | 30,146 | $135.4 萬 | 0.9% | −202−0.7% | 減碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 22,994 | $130.6 萬 | 0.8% | +8,452+58.1% | 加碼 | – |
| Tidal Trust II88636J642 | YIEL MAGN 7 ETFS | 100,330 | $119.9 萬 | 0.8% | +15,272+18.0% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E875 | DORSEY WRGT DVLP | 20,871 | $103.4 萬 | 0.7% | −6,527−23.8% | 減碼 | – |
| First Tr Exch Traded FD III33739P103 | LNG/SHT EQUITY | 13,831 | $97.3 萬 | 0.6% | +2,429+21.3% | 加碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 9,808 | $89.9 萬 | 0.6% | −6,424−39.6% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F581 | FT VEST NAS | 26,262 | $88.3 萬 | 0.6% | −283−1.1% | 減碼 | – |
| First Tr Exchange-Traded FD33738D812 | FT VEST TEC | 31,121 | $82.7 萬 | 0.5% | −22,893−42.4% | 減碼 | – |
| SPDR Series Trust78468R523 | ST STR BL 12 ETF | 8,249 | $82.0 萬 | 0.5% | −1,419−14.7% | 減碼 | – |
| iShares Tr464288257 | MSCI ACWI ETF | 5,507 | $76.2 萬 | 0.5% | −332−5.7% | 減碼 | – |
| Innovator ETFs Trust45782C318 | US EQTY PWR BUF | 15,545 | $62.1 萬 | 0.4% | 00.0% | 不變 | – |
| iShares Flexible Income Active ETF092528603 | ETF | 11,884 | $61.7 萬 | 0.4% | +11,884 | 新進 | – |
| First Tr Exchange-Traded Alp33735K108 | COM SHS | 3,741 | $57.7 萬 | 0.4% | −456−10.9% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E222 | S&P INTL MOMNT | 9,579 | $52.5 萬 | 0.3% | −198−2.0% | 減碼 | – |
| Columbia ETF Tr I19761L706 | RESH ENHNC COR | 12,806 | $49.9 萬 | 0.3% | −1,317−9.3% | 減碼 | – |
| SPDR Index Shs FDS78463X533 | ST MAR DIVID ETF | 11,071 | $43.7 萬 | 0.3% | −9,592−46.4% | 減碼 | – |
| Innovator ETFs Trust45782C680 | US EQTY PWR BF | 8,911 | $38.1 萬 | 0.2% | 00.0% | 不變 | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 17,500 | $33.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464287572 | GLOBAL 100 ETF | 2,612 | $31.6 萬 | 0.2% | −246−8.6% | 減碼 | – |
| Graniteshares ETF Tr38747R306 | HIPS US HIGH INC | 23,511 | $27.2 萬 | 0.2% | −7,783−24.9% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 384 | $25.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740F482 | FT VEST U.S EQT | 5,901 | $24.6 萬 | 0.2% | +5,901 | 新進 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 500 | $24.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 800 | $23.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740F631 | FT VEST US | 5,160 | $21.9 萬 | 0.1% | −60−1.1% | 減碼 | – |
2025 年第 4 季之後清倉(6 檔)
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 181,110 | $830.9 萬 | 5.3% | – |
| Simplify Exchange Traded Fun82889N830 | HIGH YIELD ETF | 129,536 | $288.5 萬 | 1.8% | – |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 21,809 | $129.3 萬 | 0.8% | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 13,889 | $70.6 萬 | 0.5% | – |
| First Tr Exchange-Traded FD33738D804 | LTD DUR INVT ETF | 36,169 | $69.4 萬 | 0.4% | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 422 | $20.3 萬 | 0.1% | 歷史 |