Riversedge Advisors, LLC 13F 持仓 · 2026年Q3
Riversedge Advisors 在 2026年Q3(报告期截至 2026-09-30)的 SEC 13F 申报中报告了 367 只证券,申报市值合计 8.13 亿美元。前几大持仓:VTV(10.59%)、VUG(8.33%)、AAPL(7.10%)。本季前 25 大持仓中:新建仓 1 只、增持 12 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | $86.1M | 10.59% | 398,629 | 增持 |
| 2 | VUG | VANGUARD INDEX FDS | $67.8M | 8.33% | 751,879 | 增持 |
| 3 | AAPL | APPLE INC | $57.7M | 7.10% | 173,313 | 减持 |
| 4 | IDEV | ISHARES TR | $55.6M | 6.83% | 620,887 | 减持 |
| 5 | SPYG | SPDR SERIES TRUST | $39.1M | 4.82% | 318,078 | 减持 |
| 6 | BND | VANGUARD BD INDEX FDS | $35.8M | 4.40% | 510,243 | 减持 |
| 7 | SCHF | SCHWAB STRATEGIC TR | $29.6M | 3.65% | 1.1M | 减持 |
| 8 | SPYV | SPDR SERIES TRUST | $27.9M | 3.43% | 455,920 | 增持 |
| 9 | VEA | VANGUARD TAX-MANAGED FDS | $19.0M | 2.33% | 268,475 | 减持 |
| 10 | VTEB | VANGUARD MUN BD FDS | $17.0M | 2.09% | 357,963 | 增持 |
| 11 | IEFA | ISHARES TR | $16.2M | 1.99% | 167,304 | 减持 |
| 12 | JBND | J P MORGAN EXCHANGE TRADED F | $14.9M | 1.83% | 290,625 | 增持 |
| 13 | VWO | VANGUARD INTL EQUITY INDEX F | $14.0M | 1.72% | 235,719 | 减持 |
| 14 | VIOV | VANGUARD ADMIRAL FDS INC | $10.7M | 1.32% | 97,461 | 减持 |
| 15 | NVDA | NVIDIA CORPORATION | $10.3M | 1.26% | 44,891 | 增持 |
| 16 | IJR | ISHARES TR | $10.0M | 1.23% | 73,799 | 增持 |
| 17 | IBIT | ISHARES BITCOIN TRUST ETF | $9.8M | 1.20% | 206,895 | 减持 |
| 18 | IEMG | ISHARES INC | $9.6M | 1.18% | 118,004 | 增持 |
| 19 | RSP | INVESCO EXCHANGE TRADED FD T | $9.0M | 1.11% | 43,193 | 减持 |
| 20 | MSFT | MICROSOFT CORP | $7.8M | 0.96% | 15,142 | 增持 |
| 21 | FESM | FIDELITY COVINGTON TRUST | $7.5M | 0.93% | 167,464 | 增持 |
| 22 | AVEM | AMERICAN CENTY ETF TR | $7.4M | 0.91% | 78,803 | 减持 |
| 23 | IMTM | ISHARES TR | $7.0M | 0.86% | 132,640 | 新建仓 |
| 24 | IVLU | ISHARES TR | $7.0M | 0.86% | 163,420 | 增持 |
| 25 | RAAX | VANECK ETF TRUST | $6.7M | 0.82% | 167,730 | 增持 |
来源:SEC 13F 申报文件 · 截至 2026-09-30
本期 13F-HR 中的全部持仓,以及相对上季度的变化。
13F 持仓,最新季度
来源SEC EDGAR13F-HR