RIVERSEDGE ADVISORS, LLC
CIK 1787663 · SEC EDGAR で表示 ↗
- ポートフォリオ評価額
- $759.1M
- ポジション
- 316
- 時点
- 2026年6月30日
13F価値別で9,443件中 #2,935 位 · 31.1% トップ
ポートフォリオ価値 前期比: +22.9% 13Fは現金を公開しない
- 上位10銘柄のウェイト
- 55.45%
- 上位25銘柄のウェイト
- 75.18%
- 1%超のポジション
- 20
- 実効ポジション数
- 24.7
13Fのロングエクイティ保有のみに基づく（現金、債券、ショートは非公開）
ターオーバー Q2 2026: 2.12% 推定買付額 $106,855,525 · 推定売付額 $14,564,043
保有期間中央値: 2.5 四半期 追跡期間 Q4 2024–Q2 2026 · 87.3% はまだ保有
- 新規ポジション
- 113
- 増加
- 145
- 減少
- 52
- クローズ
- 13
プット・ノッチョナルエクスポージャー: 0.8% プット 13Fはオプションポジションを原資産のノッチョナル価値で報告 — ヘッジが含まれる可能性があり、必ずしも弱気ベットとは限らない
このページについて
セクター別内訳
Technology
11.8%
Healthcare
2.1%
Industrials
2.0%
Financials
1.8%
Communication Services
1.5%
Retail
1.4%
Financial Services
1.1%
Consumer Discretionary
1.0%
Energy
1.0%
Consumer Staples
0.4%
Materials
0.4%
Utilities
0.3%
Real Estate
0.3%
Consumer products
0.3%
Communications
0.2%
Logistics & Transportation
0.1%
Telecommunication
0.1%
その他/マッピングなし
74.2%
ポートフォリオ全体 316 ポジション
| タイプ | 連続 | 8四半期トレンド | |||||
|---|---|---|---|---|---|---|---|
| VTV | $86,419,717 | 11.38% | 396,548 | $12,837,738 | 上昇 ×1 | ||
| IDEV | $58,893,878 | 7.76% | 661,655 | $6,372,654 | 上昇 ×1 | ||
| VV | $50,574,627 | 6.66% | 147,058 | $6,466,397 | 下落 ×1 | ||
| AAPL Apple Inc. - Common Stock | $44,493,598 | 5.86% | 153,766 | $21,010,508 | 上昇 ×1 | ||
| BND Vanguard Total Bond Market ETF | $41,643,301 | 5.49% | 567,270 | $802,190 | 上昇 ×1 | ||
| SPYG | $38,470,707 | 5.07% | 323,310 | $6,129,445 | 下落 ×1 | ||
| SCHF | $30,203,064 | 3.98% | 1,090,363 | $3,235,407 | 上昇 ×1 | ||
| SPYV | $27,692,475 | 3.65% | 455,543 | $1,756,961 | 下落 ×1 | ||
| VWO | $23,388,401 | 3.08% | 391,831 | $2,753,935 | 上昇 ×1 | ||
| VEA | $19,158,620 | 2.52% | 268,893 | $1,701,608 | 下落 ×1 | ||
| VTEB | $17,724,623 | 2.33% | 350,427 | $1,254,388 | 上昇 ×1 | ||
| VUG | $16,200,162 | 2.13% | 188,068 | $2,750,590 | 上昇 ×1 | ||
| IEFA | $16,196,383 | 2.13% | 167,699 | $739,862 | 下落 ×1 | ||
| JBND JPMorgan Active Bond ETF | $11,950,242 | 1.57% | 223,369 | $43,736 | 上昇 ×1 | ||
| VIOV | $11,607,193 | 1.53% | 98,928 | $1,409,163 | 下落 ×1 | ||
| IJR | $10,247,388 | 1.35% | 69,094 | $1,908,930 | 上昇 ×1 | ||
| RSP | $9,209,279 | 1.21% | 43,283 | $902,660 | 上昇 ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $8,288,274 | 1.09% | 41,423 | $2,070,961 | 上昇 ×1 | ||
| FESM | $7,706,955 | 1.02% | 159,597 | $1,277,887 | 下落 ×1 | ||
| AVEM | $7,627,313 | 1.00% | 79,048 | $957,626 | 下落 ×1 | ||
| IBIT iShares Bitcoin Trust ETF | $7,263,046 | 0.96% | 218,175 | $5,635,728 | 上昇 ×1 | ||
| BNDX Vanguard Total International Bond ETF | $6,694,896 | 0.88% | 138,239 | $253,237 | 上昇 ×1 | ||
| IVLU | $6,493,528 | 0.86% | 155,273 | $540,972 | 上昇 ×1 | ||
| RAAX | $6,277,063 | 0.83% | 158,232 | $-224,405 | 下落 ×1 | ||
| VTWG Vanguard Russell 2000 Growth ETF | $6,266,511 | 0.83% | 21,783 | $1,173,685 | 下落 ×1 | ||
| AAPL Apple Inc. - Common Stock | $6,192,304 | 0.82% | 21,400 | プットオプション | |||
| SPEM | $5,490,946 | 0.72% | 106,044 | $506,950 | 下落 ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $4,863,337 | 0.64% | 13,609 | $1,108,323 | 上昇 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $4,736,362 | 0.62% | 12,697 | $1,113,494 | 上昇 ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $4,658,438 | 0.61% | 19,545 | $1,178,798 | 上昇 ×1 | ||
| VBK | $3,870,839 | 0.51% | 10,585 | $637,726 | 下落 ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $3,857,174 | 0.51% | 10,917 | $1,196,199 | 上昇 ×1 | ||
| BTC | $3,675,818 | 0.48% | 141,650 | $-7,421,952 | 下落 ×1 | ||
| JPIB | $2,961,244 | 0.39% | 61,246 | $84,919 | 上昇 ×1 | ||
| SCHV | $2,788,568 | 0.37% | 80,108 | $361,234 | 上昇 ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $2,769,142 | 0.36% | 2,399 | $1,991,096 | 上昇 ×1 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $2,601,858 | 0.34% | 22,301 | $-692,660 | 下落 ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $2,586,552 | 0.34% | 6,847 | $647,101 | 上昇 ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $2,244,322 | 0.30% | 5,336 | $437,617 | 上昇 ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $2,202,075 | 0.29% | 4,611 | $558,962 | 下落 ×1 | ||
| IVV | $2,180,023 | 0.29% | 2,911 | $30,529 | 下落 ×1 | ||
| VGT | $1,912,670 | 0.25% | 16,003 | $516,777 | 上昇 ×1 | ||
| VBR | $1,903,950 | 0.25% | 7,836 | $13,749 | 下落 ×1 | ||
| USHY | $1,788,638 | 0.24% | 48,315 | $-23,064 | 下落 ×1 | ||
| BRKB | $1,735,853 | 0.23% | 3,469 | $412,303 | 上昇 ×1 | ||
| IVW | $1,632,651 | 0.22% | 11,871 | $181,834 | 下落 ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $1,610,766 | 0.21% | 4,921 | $629,246 | 上昇 ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $1,598,617 | 0.21% | 2,838 | $264,982 | 上昇 ×1 | ||
| JNJ Johnson & Johnson Common Stock | $1,582,373 | 0.21% | 6,231 | $114,383 | 上昇 ×1 | ||
| MUB | $1,426,314 | 0.19% | 13,253 | $26,291 | 上昇 ×1 | ||
| IWO | $1,401,730 | 0.18% | 3,558 | $285,471 | 上昇 ×1 | ||
| LLY Eli Lilly and Company Common Stock | $1,390,139 | 0.18% | 1,159 | $633,168 | 上昇 ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $1,378,714 | 0.18% | 1,474 | $25,261 | 上昇 ×1 | ||
| LRCX Lam Research Corporation - Common Stock | $1,330,756 | 0.18% | 3,071 | $742,764 | 上昇 ×1 | ||
| ASML ASML Holding N.V. - New York Registry Shares | $1,295,125 | 0.17% | 651 | $548,856 | 上昇 ×1 | ||
| FTMH | $1,268,013 | 0.17% | 106,735 | $-47,479 | 下落 ×1 | ||
| MCO Moody's Corporation Common Stock | $1,250,059 | 0.16% | 2,760 | $217,455 | 上昇 ×1 | ||
| CVX Chevron Corporation Common Stock | $1,234,031 | 0.16% | 7,445 | $130,295 | 上昇 ×1 | ||
| VIOG | $1,220,951 | 0.16% | 7,958 | $249,790 | 上昇 ×1 | ||
| ABBV AbbVie Inc. Common Stock | $1,174,059 | 0.15% | 4,666 | $173,307 | 上昇 ×1 | ||
| VTI | $1,171,800 | 0.15% | 3,167 | $156,697 | 上昇 ×1 | ||
| WDC Western Digital Corporation - Common Stock | $1,154,167 | 0.15% | 1,807 | $820,382 | 上昇 ×1 | ||
| BMY Bristol-Myers Squibb Company Common Stock | $1,127,912 | 0.15% | 19,575 | $97,650 | 上昇 ×1 | ||
| FLHY | $1,120,984 | 0.15% | 46,150 | $50,496 | 上昇 ×1 | ||
| INTC Intel Corporation - Common Stock | $998,236 | 0.13% | 7,149 | $559,400 | 下落 ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $992,805 | 0.13% | 2,815 | $577,407 | 上昇 ×1 | ||
| V Visa Inc. | $985,354 | 0.13% | 2,872 | $327,113 | 上昇 ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $934,238 | 0.12% | 6,833 | $-154,854 | 上昇 ×1 | ||
| VOO | $932,991 | 0.12% | 1,358 | $163,181 | 上昇 ×1 | ||
| XLF XLF | $932,720 | 0.12% | 17,398 | $73,769 | |||
| FIX Comfort Systems USA, Inc. Common Stock | $917,643 | 0.12% | 463 | $407,417 | 上昇 ×1 | ||
| C Citigroup, Inc. Common Stock | $886,291 | 0.12% | 6,332 | $230,644 | 上昇 ×1 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $884,080 | 0.12% | 6,880 | $99,188 | 上昇 ×1 | ||
| GE GE Aerospace Common Stock | $880,920 | 0.12% | 2,357 | $358,470 | 上昇 ×1 | ||
| VXUS Vanguard Total International Stock ETF | $839,514 | 0.11% | 9,820 | $82,602 | 上昇 ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $838,834 | 0.11% | 1,444 | $628,284 | 上昇 ×1 | ||
| HYMB | $829,286 | 0.11% | 32,598 | $-15,815 | 下落 ×1 | ||
| CB Chubb Limited Common Stock | $804,146 | 0.11% | 2,360 | $259,843 | 上昇 ×1 | ||
| SNDK Sandisk Corporation - Common Stock | $775,342 | 0.10% | 341 | $430,352 | 下落 ×1 | ||
| PCG Pacific Gas & Electric Co. Common Stock | $753,015 | 0.10% | 44,769 | $266,467 | 上昇 ×1 | ||
| CNC Centene Corporation Common Stock | $750,766 | 0.10% | 11,696 | $478,566 | 上昇 ×1 | ||
| HSBC HSBC Holdings, plc. Common Stock | $748,168 | 0.10% | 7,868 | $152,095 | 上昇 ×1 | ||
| WMT Walmart Inc. - Common Stock | $731,129 | 0.10% | 6,455 | $-126,318 | 下落 ×1 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $725,514 | 0.10% | 1,746 | $397,962 | 上昇 ×1 | ||
| COF Capital One Financial Corporation Common Stock | $714,408 | 0.09% | 3,561 | $398,987 | 上昇 ×1 | ||
| BAC Bank of America Corporation Common Stock | $713,807 | 0.09% | 12,527 | $215,290 | 上昇 ×1 | ||
| GEV GE Vernova Inc. Common Stock | $695,517 | 0.09% | 592 | $250,338 | 上昇 ×1 | ||
| TJX TJX Companies, Inc. (The) Common Stock | $682,103 | 0.09% | 4,502 | $152,190 | 上昇 ×1 | ||
| LGLV | $680,312 | 0.09% | 3,749 | $-12,035 | 下落 ×1 | ||
| ABNB Airbnb, Inc. - Class A Common Stock | $674,860 | 0.09% | 4,716 | $289,832 | 上昇 ×1 | ||
| TRV The Travelers Companies, Inc. Common Stock | $651,574 | 0.09% | 1,974 | $201,002 | 上昇 ×1 | ||
| UAL United Airlines Holdings, Inc. - Common Stock | $647,040 | 0.09% | 4,758 | $331,240 | 上昇 ×1 | ||
| MCD McDonald's Corporation Common Stock | $629,247 | 0.08% | 2,328 | $-82,394 | 上昇 ×1 | ||
| EIX Edison International Common Stock | $627,688 | 0.08% | 8,431 | $130,942 | 上昇 ×1 | ||
| DAL Delta Air Lines, Inc. Common Stock | $618,437 | 0.08% | 6,603 | $244,221 | 上昇 ×1 | ||
| APH Amphenol Corporation Common Stock | $615,180 | 0.08% | 3,489 | $223,242 | 上昇 ×1 | ||
| NVS Novartis AG Common Stock | $608,544 | 0.08% | 3,883 | $80,334 | 上昇 ×1 | ||
| RY Royal Bank Of Canada Common Stock | $601,869 | 0.08% | 2,908 | $171,858 | 上昇 ×1 | ||
| EXPE Expedia Group, Inc. - Common Stock | $597,224 | 0.08% | 2,334 | $24,386 | 下落 ×1 | ||
| PSX Phillips 66 Common Stock | $596,027 | 0.08% | 3,526 | $192,526 | 上昇 ×1 | ||
| 一致なし | |||||||
最大の新規投資
今四半期に新規開設されたポジション、大きい順。
| 証券 | 評価額 | 株式数 | % ポートフォリオの |
|---|---|---|---|
| AAPL | $6,192,304 | 21,400 | 0.82% |
| SNOW | $595,785 | 2,341 | 0.08% |
| STX | $592,510 | 614 | 0.08% |
| WCN | $556,245 | 3,337 | 0.07% |
| CRS | $549,604 | 891 | 0.07% |
| AMAT | $522,729 | 723 | 0.07% |
| GIS | $509,918 | 14,653 | 0.07% |
| VRTX | $493,253 | 993 | 0.06% |
| VIK | $488,914 | 4,671 | 0.06% |
| AON | $461,049 | 1,390 | 0.06% |
| PNC | $460,924 | 1,872 | 0.06% |
| ES | $439,474 | 6,081 | 0.06% |
| WFC | $431,258 | 5,219 | 0.06% |
| PANW | $427,639 | 1,254 | 0.06% |
| EOG | $424,884 | 3,275 | 0.06% |
上位変動銘柄（四半期比）
解消済みポジション
企業イベント（合併、上場廃止）を含む — 全ての離脱が売りとは限らない
クローズド・ポジションは13F報告の変更を反映しています。インデックス・マネージャーの場合、これらは能動的な決定ではなく、機械的なもの（上場廃止、M&A、インデックスのリバランス）であることがよくあります。
| 証券 | 四半期 | 変更前株式数 | 変更前評価額 | 解消後の価格 |
|---|---|---|---|---|
| INTU | 2026年6月30日 | 590 | $255,176 | 38.1% |
| CRM | 2026年6月30日 | 1,325 | $247,338 | 28.8% |
| OMC | 2026年6月30日 | 3,242 | $244,155 | 19.3% |
| BP | 2026年6月30日 | 4,722 | $221,934 | 19.2% |
| SHOP | 2026年6月30日 | 1,857 | $220,277 | 29.9% |
| SLB | 2026年6月30日 | 4,141 | $212,806 | 15.5% |
| NOW | 2026年6月30日 | 1,982 | $207,218 | 24.4% |
| HON | 2026年6月30日 | 914 | $206,686 | 0.8% |
| UBER | 2026年6月30日 | 2,849 | $204,929 | 5.3% |
| SAP | 2026年6月30日 | 1,190 | $203,740 | 39.3% |
| GILD | 2026年6月30日 | 1,449 | $201,878 | 17.5% |
| VO | 2026年6月30日 | 699 | $200,739 | 追跡終了 |
| ADT | 2026年6月30日 | 14,159 | $93,025 | 13.6% |