RIVERSEDGE ADVISORS, LLC
CIK 1787663 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $759.1M
- 持仓
- 316
- 截至
- 2026年6月30日
按 13F 价值排名第 2935（共 9443） · 前 31.1%
投资组合价值同比（季度）：+22.9% 13F不披露现金
- 前十大持仓权重
- 55.45%
- 前二十五大持仓权重
- 75.18%
- 持仓高于 1%
- 20
- 有效持仓数量
- 24.7
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 2.12% 估计买入 $106855525 · 卖出 $14564043
中位数持有期：2.5 季度 跟踪时间 Q4 2024–Q2 2026 · 87.3% 仍持有
- 新仓位
- 113
- 增加
- 145
- 减少
- 52
- 已结清
- 13
看跌期权名义敞口：0.8% 看跌期权 13F以标的资产名义价值报告期权头寸——可能包含对冲，不一定是看跌头寸
本页内容
行业细分
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%
其他/未映射
74.2%
完整投资组合 316 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| VTV | $86419717 | 11.38% | 396548 | $12837738 | 上涨 ×1 | ||
| IDEV | $58893878 | 7.76% | 661655 | $6372654 | 上涨 ×1 | ||
| VV | $50574627 | 6.66% | 147058 | $6466397 | 下跌 ×1 | ||
| AAPL Apple Inc. - Common Stock | $44493598 | 5.86% | 153766 | $21010508 | 上涨 ×1 | ||
| BND Vanguard Total Bond Market ETF | $41643301 | 5.49% | 567270 | $802190 | 上涨 ×1 | ||
| SPYG | $38470707 | 5.07% | 323310 | $6129445 | 下跌 ×1 | ||
| SCHF | $30203064 | 3.98% | 1090363 | $3235407 | 上涨 ×1 | ||
| SPYV | $27692475 | 3.65% | 455543 | $1756961 | 下跌 ×1 | ||
| VWO | $23388401 | 3.08% | 391831 | $2753935 | 上涨 ×1 | ||
| VEA | $19158620 | 2.52% | 268893 | $1701608 | 下跌 ×1 | ||
| VTEB | $17724623 | 2.33% | 350427 | $1254388 | 上涨 ×1 | ||
| VUG | $16200162 | 2.13% | 188068 | $2750590 | 上涨 ×1 | ||
| IEFA | $16196383 | 2.13% | 167699 | $739862 | 下跌 ×1 | ||
| JBND JPMorgan Active Bond ETF | $11950242 | 1.57% | 223369 | $43736 | 上涨 ×1 | ||
| VIOV | $11607193 | 1.53% | 98928 | $1409163 | 下跌 ×1 | ||
| IJR | $10247388 | 1.35% | 69094 | $1908930 | 上涨 ×1 | ||
| RSP | $9209279 | 1.21% | 43283 | $902660 | 上涨 ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $8288274 | 1.09% | 41423 | $2070961 | 上涨 ×1 | ||
| FESM | $7706955 | 1.02% | 159597 | $1277887 | 下跌 ×1 | ||
| AVEM | $7627313 | 1.00% | 79048 | $957626 | 下跌 ×1 | ||
| IBIT iShares Bitcoin Trust ETF | $7263046 | 0.96% | 218175 | $5635728 | 上涨 ×1 | ||
| BNDX Vanguard Total International Bond ETF | $6694896 | 0.88% | 138239 | $253237 | 上涨 ×1 | ||
| IVLU | $6493528 | 0.86% | 155273 | $540972 | 上涨 ×1 | ||
| RAAX | $6277063 | 0.83% | 158232 | $-224405 | 下跌 ×1 | ||
| VTWG Vanguard Russell 2000 Growth ETF | $6266511 | 0.83% | 21783 | $1173685 | 下跌 ×1 | ||
| AAPL Apple Inc. - Common Stock | $6192304 | 0.82% | 21400 | 卖出期权 | |||
| SPEM | $5490946 | 0.72% | 106044 | $506950 | 下跌 ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $4863337 | 0.64% | 13609 | $1108323 | 上涨 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $4736362 | 0.62% | 12697 | $1113494 | 上涨 ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $4658438 | 0.61% | 19545 | $1178798 | 上涨 ×1 | ||
| VBK | $3870839 | 0.51% | 10585 | $637726 | 下跌 ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $3857174 | 0.51% | 10917 | $1196199 | 上涨 ×1 | ||
| BTC | $3675818 | 0.48% | 141650 | $-7421952 | 下跌 ×1 | ||
| JPIB | $2961244 | 0.39% | 61246 | $84919 | 上涨 ×1 | ||
| SCHV | $2788568 | 0.37% | 80108 | $361234 | 上涨 ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $2769142 | 0.36% | 2399 | $1991096 | 上涨 ×1 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $2601858 | 0.34% | 22301 | $-692660 | 下跌 ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $2586552 | 0.34% | 6847 | $647101 | 上涨 ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $2244322 | 0.30% | 5336 | $437617 | 上涨 ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $2202075 | 0.29% | 4611 | $558962 | 下跌 ×1 | ||
| IVV | $2180023 | 0.29% | 2911 | $30529 | 下跌 ×1 | ||
| VGT | $1912670 | 0.25% | 16003 | $516777 | 上涨 ×1 | ||
| VBR | $1903950 | 0.25% | 7836 | $13749 | 下跌 ×1 | ||
| USHY | $1788638 | 0.24% | 48315 | $-23064 | 下跌 ×1 | ||
| BRKB | $1735853 | 0.23% | 3469 | $412303 | 上涨 ×1 | ||
| IVW | $1632651 | 0.22% | 11871 | $181834 | 下跌 ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $1610766 | 0.21% | 4921 | $629246 | 上涨 ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $1598617 | 0.21% | 2838 | $264982 | 上涨 ×1 | ||
| JNJ Johnson & Johnson Common Stock | $1582373 | 0.21% | 6231 | $114383 | 上涨 ×1 | ||
| MUB | $1426314 | 0.19% | 13253 | $26291 | 上涨 ×1 | ||
| IWO | $1401730 | 0.18% | 3558 | $285471 | 上涨 ×1 | ||
| LLY Eli Lilly and Company Common Stock | $1390139 | 0.18% | 1159 | $633168 | 上涨 ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $1378714 | 0.18% | 1474 | $25261 | 上涨 ×1 | ||
| LRCX Lam Research Corporation - Common Stock | $1330756 | 0.18% | 3071 | $742764 | 上涨 ×1 | ||
| ASML ASML Holding N.V. - New York Registry Shares | $1295125 | 0.17% | 651 | $548856 | 上涨 ×1 | ||
| FTMH | $1268013 | 0.17% | 106735 | $-47479 | 下跌 ×1 | ||
| MCO Moody's Corporation Common Stock | $1250059 | 0.16% | 2760 | $217455 | 上涨 ×1 | ||
| CVX Chevron Corporation Common Stock | $1234031 | 0.16% | 7445 | $130295 | 上涨 ×1 | ||
| VIOG | $1220951 | 0.16% | 7958 | $249790 | 上涨 ×1 | ||
| ABBV AbbVie Inc. Common Stock | $1174059 | 0.15% | 4666 | $173307 | 上涨 ×1 | ||
| VTI | $1171800 | 0.15% | 3167 | $156697 | 上涨 ×1 | ||
| WDC Western Digital Corporation - Common Stock | $1154167 | 0.15% | 1807 | $820382 | 上涨 ×1 | ||
| BMY Bristol-Myers Squibb Company Common Stock | $1127912 | 0.15% | 19575 | $97650 | 上涨 ×1 | ||
| FLHY | $1120984 | 0.15% | 46150 | $50496 | 上涨 ×1 | ||
| INTC Intel Corporation - Common Stock | $998236 | 0.13% | 7149 | $559400 | 下跌 ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $992805 | 0.13% | 2815 | $577407 | 上涨 ×1 | ||
| V Visa Inc. | $985354 | 0.13% | 2872 | $327113 | 上涨 ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $934238 | 0.12% | 6833 | $-154854 | 上涨 ×1 | ||
| VOO | $932991 | 0.12% | 1358 | $163181 | 上涨 ×1 | ||
| XLF XLF | $932720 | 0.12% | 17398 | $73769 | |||
| FIX Comfort Systems USA, Inc. Common Stock | $917643 | 0.12% | 463 | $407417 | 上涨 ×1 | ||
| C Citigroup, Inc. Common Stock | $886291 | 0.12% | 6332 | $230644 | 上涨 ×1 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $884080 | 0.12% | 6880 | $99188 | 上涨 ×1 | ||
| GE GE Aerospace Common Stock | $880920 | 0.12% | 2357 | $358470 | 上涨 ×1 | ||
| VXUS Vanguard Total International Stock ETF | $839514 | 0.11% | 9820 | $82602 | 上涨 ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $838834 | 0.11% | 1444 | $628284 | 上涨 ×1 | ||
| HYMB | $829286 | 0.11% | 32598 | $-15815 | 下跌 ×1 | ||
| CB Chubb Limited Common Stock | $804146 | 0.11% | 2360 | $259843 | 上涨 ×1 | ||
| SNDK Sandisk Corporation - Common Stock | $775342 | 0.10% | 341 | $430352 | 下跌 ×1 | ||
| PCG Pacific Gas & Electric Co. Common Stock | $753015 | 0.10% | 44769 | $266467 | 上涨 ×1 | ||
| CNC Centene Corporation Common Stock | $750766 | 0.10% | 11696 | $478566 | 上涨 ×1 | ||
| HSBC HSBC Holdings, plc. Common Stock | $748168 | 0.10% | 7868 | $152095 | 上涨 ×1 | ||
| WMT Walmart Inc. - Common Stock | $731129 | 0.10% | 6455 | $-126318 | 下跌 ×1 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $725514 | 0.10% | 1746 | $397962 | 上涨 ×1 | ||
| COF Capital One Financial Corporation Common Stock | $714408 | 0.09% | 3561 | $398987 | 上涨 ×1 | ||
| BAC Bank of America Corporation Common Stock | $713807 | 0.09% | 12527 | $215290 | 上涨 ×1 | ||
| GEV GE Vernova Inc. Common Stock | $695517 | 0.09% | 592 | $250338 | 上涨 ×1 | ||
| TJX TJX Companies, Inc. (The) Common Stock | $682103 | 0.09% | 4502 | $152190 | 上涨 ×1 | ||
| LGLV | $680312 | 0.09% | 3749 | $-12035 | 下跌 ×1 | ||
| ABNB Airbnb, Inc. - Class A Common Stock | $674860 | 0.09% | 4716 | $289832 | 上涨 ×1 | ||
| TRV The Travelers Companies, Inc. Common Stock | $651574 | 0.09% | 1974 | $201002 | 上涨 ×1 | ||
| UAL United Airlines Holdings, Inc. - Common Stock | $647040 | 0.09% | 4758 | $331240 | 上涨 ×1 | ||
| MCD McDonald's Corporation Common Stock | $629247 | 0.08% | 2328 | $-82394 | 上涨 ×1 | ||
| EIX Edison International Common Stock | $627688 | 0.08% | 8431 | $130942 | 上涨 ×1 | ||
| DAL Delta Air Lines, Inc. Common Stock | $618437 | 0.08% | 6603 | $244221 | 上涨 ×1 | ||
| APH Amphenol Corporation Common Stock | $615180 | 0.08% | 3489 | $223242 | 上涨 ×1 | ||
| NVS Novartis AG Common Stock | $608544 | 0.08% | 3883 | $80334 | 上涨 ×1 | ||
| RY Royal Bank Of Canada Common Stock | $601869 | 0.08% | 2908 | $171858 | 上涨 ×1 | ||
| EXPE Expedia Group, Inc. - Common Stock | $597224 | 0.08% | 2334 | $24386 | 下跌 ×1 | ||
| PSX Phillips 66 Common Stock | $596027 | 0.08% | 3526 | $192526 | 上涨 ×1 | ||
| 无匹配项 | |||||||
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| AAPL | $6192304 | 21400 | 0.82% |
| SNOW | $595785 | 2341 | 0.08% |
| STX | $592510 | 614 | 0.08% |
| WCN | $556245 | 3337 | 0.07% |
| CRS | $549604 | 891 | 0.07% |
| AMAT | $522729 | 723 | 0.07% |
| GIS | $509918 | 14653 | 0.07% |
| VRTX | $493253 | 993 | 0.06% |
| VIK | $488914 | 4671 | 0.06% |
| AON | $461049 | 1390 | 0.06% |
| PNC | $460924 | 1872 | 0.06% |
| ES | $439474 | 6081 | 0.06% |
| WFC | $431258 | 5219 | 0.06% |
| PANW | $427639 | 1254 | 0.06% |
| EOG | $424884 | 3275 | 0.06% |
季度涨幅榜
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| INTU | 2026年6月30日 | 590 | $255176 | 38.7% |
| CRM | 2026年6月30日 | 1325 | $247338 | 31.3% |
| OMC | 2026年6月30日 | 3242 | $244155 | 19.8% |
| BP | 2026年6月30日 | 4722 | $221934 | 22.2% |
| SHOP | 2026年6月30日 | 1857 | $220277 | 27.9% |
| SLB | 2026年6月30日 | 4141 | $212806 | 16.4% |
| NOW | 2026年6月30日 | 1982 | $207218 | 30.5% |
| HON | 2026年6月30日 | 914 | $206686 | -1.2% |
| UBER | 2026年6月30日 | 2849 | $204929 | 10.4% |
| SAP | 2026年6月30日 | 1190 | $203740 | 40.3% |
| GILD | 2026年6月30日 | 1449 | $201878 | 15.1% |
| VO | 2026年6月30日 | 699 | $200739 | 不再跟踪 |
| ADT | 2026年6月30日 | 14159 | $93025 | 13.5% |