Riverview Trust Co
- SEC CIK
- 0001593600
- 最新申報
- 2026/7/31
2021 年第 3 季到 2021 年第 4 季的持倉變化
只比多頭部位,依股數判斷新進、加碼、減碼與清倉。可以換成這家機構任兩季比較。
- 新進
- 4 檔
- 估計 +$6,038 萬
- 加碼
- 19 檔
- 估計 +$1,134 萬
- 減碼
- 29 檔
- 估計 −$317.0 萬
- 清倉
- 7 檔
- 估計 −$17.9 萬
總值從 $9,450 萬變成 $1.70 億(+$7,596 萬 (+80.4%)),持股從 238 檔變成 235 檔(−3)。
2021 年第 4 季全部持倉2021 年第 3 季全部持倉
股數、市值、佔組合 % 每一格上面是 2021 年第 4 季,下面灰字是 2021 年第 3 季。兩季之間拆股的股票,2021 年第 3 季的股數先依拆股比例換算再比較。
| 證券 | 動作 | 股數 | 股數變化 | 市值 | 估計買賣 | 佔組合 % | 比重變化(百分點) |
|---|---|---|---|---|---|---|---|
| WCFS Inc. Non Voting Common Stock562005991 | 新進– | 2,0000 | +2,000 | $5,927 萬$0 | +$5,927 萬 | 34.8%0.0% | +34.77 |
| iShares Core MSCI Eafe ETF46432F842 | 加碼– | 219,635211,879 | +7,756+3.7% | $1,639 萬$1,573 萬 | +$57.9 萬 | 9.6%16.6% | −7.03 |
| iShares Core U.S. Aggregate Bond ETF464287226 | 加碼– | 103,45430,830 | +72,624+235.6% | $1,180 萬$354.0 萬 | +$828.5 萬 | 6.9%3.7% | +3.18 |
| AAPLApple Inc. | 減碼歷史 | 36,70039,209 | −2,509−6.4% | $651.7 萬$554.8 萬 | −$44.6 萬 | 3.8%5.9% | −2.05 |
| Vanguard Real Estate ETF922908553 | 不變– | 44,80044,800 | 00.0% | $519.7 萬$456.0 萬 | $0 | 3.0%4.8% | −1.78 |
| MSFTMicrosoft Corp | 不變歷史 | 11,35411,354 | 00.0% | $381.9 萬$320.1 萬 | $0 | 2.2%3.4% | −1.15 |
| Vanguard S&P 500 ETF922908363 | 加碼– | 6,6204,748 | +1,872+39.4% | $289.0 萬$187.3 萬 | +$81.7 萬 | 1.7%2.0% | −0.29 |
| AMZNAmazon Com Inc | 不變歷史 | 731731 | 00.0% | $243.7 萬$240.1 萬 | $0 | 1.4%2.5% | −1.11 |
| GOOGAlphabet Inc. | 不變歷史 | 815815 | 00.0% | $235.8 萬$217.2 萬 | $0 | 1.4%2.3% | −0.92 |
| JPMJPMorgan Chase & Co | 減碼歷史 | 14,58415,410 | −826−5.4% | $230.9 萬$252.2 萬 | −$13.1 萬 | 1.4%2.7% | −1.31 |
| iShares Tr464288414 | 不變– | 18,52018,520 | 00.0% | $215.4 萬$215.1 萬 | $0 | 1.3%2.3% | −1.01 |
| METAMeta Platforms, Inc. | 不變歷史 | 6,1956,195 | 00.0% | $208.4 萬$210.3 萬 | $0 | 1.2%2.2% | −1.00 |
| INTCIntel Corp | 不變歷史 | 39,83939,839 | 00.0% | $205.2 萬$212.3 萬 | $0 | 1.2%2.2% | −1.04 |
| MRKMerck & Co., Inc. | 減碼歷史 | 24,51125,212 | −701−2.8% | $187.9 萬$189.4 萬 | −$5.37 萬 | 1.1%2.0% | −0.90 |
| TGTTarget Corp | 不變歷史 | 7,3807,380 | 00.0% | $170.8 萬$168.8 萬 | $0 | 1.0%1.8% | −0.78 |
| ABTAbbott Laboratories | 加碼歷史 | 11,80411,324 | +480+4.2% | $166.1 萬$133.8 萬 | +$6.75 萬 | 1.0%1.4% | −0.44 |
| AMPAmeriprise Financial Inc | 不變歷史 | 4,2674,267 | 00.0% | $128.7 萬$112.7 萬 | $0 | 0.8%1.2% | −0.44 |
| CSCOCisco Systems, Inc. | 加碼歷史 | 19,57017,985 | +1,585+8.8% | $124.0 萬$97.9 萬 | +$10.0 萬 | 0.7%1.0% | −0.31 |
| BLKBlackRock, Inc. | 減碼歷史 | 1,3321,391 | −59−4.2% | $122.0 萬$116.7 萬 | −$5.40 萬 | 0.7%1.2% | −0.52 |
| MNSTMonster Beverage Corp | 不變歷史 | 11,25011,250 | 00.0% | $108.0 萬$99.9 萬 | $0 | 0.6%1.1% | −0.42 |
| CVSCVS Health Corp | 不變歷史 | 10,41010,410 | 00.0% | $107.4 萬$88.3 萬 | $0 | 0.6%0.9% | −0.30 |
| JNJJohnson & Johnson | 減碼歷史 | 6,0056,341 | −336−5.3% | $102.7 萬$102.4 萬 | −$5.75 萬 | 0.6%1.1% | −0.48 |
| CRMSalesforce, Inc. | 不變歷史 | 3,9693,969 | 00.0% | $100.9 萬$107.6 萬 | $0 | 0.6%1.1% | −0.55 |
| UNHUnitedHealth Group Inc | 不變歷史 | 1,9801,980 | 00.0% | $99.4 萬$77.4 萬 | $0 | 0.6%0.8% | −0.24 |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | 加碼– | 7,2623,934 | +3,328+84.6% | $97.3 萬$52.6 萬 | +$44.6 萬 | 0.6%0.6% | +0.01 |
| ABBVAbbVie Inc. | 加碼歷史 | 7,1526,426 | +726+11.3% | $96.8 萬$69.3 萬 | +$9.83 萬 | 0.6%0.7% | −0.17 |
| LOWLowes Companies Inc | 減碼歷史 | 3,5424,056 | −514−12.7% | $91.6 萬$82.3 萬 | −$13.3 萬 | 0.5%0.9% | −0.33 |
| PFEPfizer Inc | 不變歷史 | 15,19215,192 | 00.0% | $89.7 萬$65.3 萬 | $0 | 0.5%0.7% | −0.16 |
| BKNGBooking Holdings Inc. | 不變歷史 | 370370 | 00.0% | $88.8 萬$87.8 萬 | $0 | 0.5%0.9% | −0.41 |
| iShares Tr464287234 | 新進– | 17,7640 | +17,764 | $86.8 萬$0 | +$86.8 萬 | 0.5%0.0% | +0.51 |
| GOOGLAlphabet Inc. | 不變歷史 | 291291 | 00.0% | $84.3 萬$77.8 萬 | $0 | 0.5%0.8% | −0.33 |
| DEDeere & Co | 減碼歷史 | 2,3982,824 | −426−15.1% | $82.2 萬$94.6 萬 | −$14.6 萬 | 0.5%1.0% | −0.52 |
| ITWIllinois Tool Works Inc | 減碼歷史 | 3,1423,459 | −317−9.2% | $77.5 萬$71.5 萬 | −$7.82 萬 | 0.5%0.8% | −0.30 |
| CMECME Group Inc. | 不變歷史 | 3,3893,389 | 00.0% | $77.4 萬$65.5 萬 | $0 | 0.5%0.7% | −0.24 |
| COSTCostco Wholesale Corp | 不變歷史 | 1,2841,284 | 00.0% | $72.9 萬$57.7 萬 | $0 | 0.4%0.6% | −0.18 |
| KLACKLA Corp | 減碼歷史 | 1,5601,820 | −260−14.3% | $67.1 萬$60.9 萬 | −$11.2 萬 | 0.4%0.6% | −0.25 |
| AVGOBroadcom Inc. | 不變歷史 | 902902 | 00.0% | $60.0 萬$43.7 萬 | $0 | 0.4%0.5% | −0.11 |
| ETNEaton Corp plc | 不變歷史 | 3,3693,369 | 00.0% | $58.2 萬$50.3 萬 | $0 | 0.3%0.5% | −0.19 |
| iShares Tr464288158 | 不變– | 5,2585,258 | 00.0% | $56.5 萬$56.6 萬 | $0 | 0.3%0.6% | −0.27 |
| PAYXPaychex Inc | 減碼歷史 | 3,9784,648 | −670−14.4% | $54.3 萬$52.3 萬 | −$9.15 萬 | 0.3%0.6% | −0.23 |
| LLYEli Lilly & Co | 不變歷史 | 1,9451,945 | 00.0% | $53.7 萬$44.9 萬 | $0 | 0.3%0.5% | −0.16 |
| STXSeagate Technology Holdings plc | 減碼歷史 | 4,7285,341 | −613−11.5% | $53.4 萬$44.1 萬 | −$6.92 萬 | 0.3%0.5% | −0.15 |
| ALGNAlign Technology Inc | 不變歷史 | 805805 | 00.0% | $52.9 萬$53.6 萬 | $0 | 0.3%0.6% | −0.26 |
| PEGPublic Service Enterprise Group Inc | 減碼歷史 | 7,6508,336 | −686−8.2% | $51.0 萬$50.8 萬 | −$4.57 萬 | 0.3%0.5% | −0.24 |
| HDHome Depot, Inc. | 不變歷史 | 1,1801,180 | 00.0% | $49.0 萬$38.7 萬 | $0 | 0.3%0.4% | −0.12 |
| FBINFortune Brands Innovations, Inc. | 不變歷史 | 4,4354,435 | 00.0% | $47.4 萬$39.7 萬 | $0 | 0.3%0.4% | −0.14 |
| MCDMcDonalds Corp | 加碼歷史 | 1,7401,428 | +312+21.8% | $46.6 萬$34.4 萬 | +$8.36 萬 | 0.3%0.4% | −0.09 |
| PGProcter & Gamble Co | 減碼歷史 | 2,6343,200 | −566−17.7% | $43.1 萬$44.7 萬 | −$9.26 萬 | 0.3%0.5% | −0.22 |
| PEPPepsiCo Inc | 減碼歷史 | 2,3772,645 | −268−10.1% | $41.3 萬$39.8 萬 | −$4.66 萬 | 0.2%0.4% | −0.18 |
| DLRDigital Realty Trust, Inc. | 加碼歷史 | 2,3021,754 | +548+31.2% | $40.7 萬$25.3 萬 | +$9.69 萬 | 0.2%0.3% | −0.03 |
| COFCapital One Financial Corp | 減碼歷史 | 2,6762,737 | −61−2.2% | $38.8 萬$44.3 萬 | −$8,844.54 | 0.2%0.5% | −0.24 |
| BDXBecton Dickinson & Co | 不變歷史 | 1,4671,467 | 00.0% | $36.9 萬$36.1 萬 | $0 | 0.2%0.4% | −0.17 |
| VVisa Inc. | 不變歷史 | 1,6201,620 | 00.0% | $35.1 萬$36.1 萬 | $0 | 0.2%0.4% | −0.18 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | 不變– | 12,13212,132 | 00.0% | $35.1 萬$32.2 萬 | $0 | 0.2%0.3% | −0.13 |
| VZVerizon Communications Inc | 加碼歷史 | 6,6835,245 | +1,438+27.4% | $34.7 萬$28.3 萬 | +$7.47 萬 | 0.2%0.3% | −0.10 |
| INTUIntuit Inc. | 不變歷史 | 533533 | 00.0% | $34.3 萬$28.8 萬 | $0 | 0.2%0.3% | −0.10 |
| AMATApplied Materials Inc | 不變歷史 | 2,1582,158 | 00.0% | $34.0 萬$27.8 萬 | $0 | 0.2%0.3% | −0.09 |
| QCOMQualcomm Inc | 加碼歷史 | 1,853722 | +1,131+156.6% | $33.9 萬$9.30 萬 | +$20.7 萬 | 0.2%0.1% | +0.10 |
| RYRoyal Bank of Canada | 減碼歷史 | 3,1623,550 | −388−10.9% | $33.6 萬$35.3 萬 | −$4.12 萬 | 0.2%0.4% | −0.18 |
| DHRDanaher Corp | 不變歷史 | 1,0151,015 | 00.0% | $33.4 萬$30.9 萬 | $0 | 0.2%0.3% | −0.13 |
| STZConstellation Brands, Inc. | 不變歷史 | 1,3251,325 | 00.0% | $33.3 萬$27.9 萬 | $0 | 0.2%0.3% | −0.10 |
| NVSNovartis AG | 不變歷史 | 3,7633,763 | 00.0% | $32.9 萬$30.8 萬 | $0 | 0.2%0.3% | −0.13 |
| BABoeing Co | 不變歷史 | 1,6151,615 | 00.0% | $32.5 萬$35.5 萬 | $0 | 0.2%0.4% | −0.18 |
| PNCPNC Financial Services Group, Inc. | 不變歷史 | 1,5501,550 | 00.0% | $31.1 萬$30.3 萬 | $0 | 0.2%0.3% | −0.14 |
| ADBEAdobe Inc. | 不變歷史 | 544544 | 00.0% | $30.8 萬$31.3 萬 | $0 | 0.2%0.3% | −0.15 |
| USBUS Bancorp DE | 不變歷史 | 5,4405,440 | 00.0% | $30.6 萬$32.3 萬 | $0 | 0.2%0.3% | −0.16 |
| ODFLOld Dominion Freight Line, Inc. | 不變歷史 | 850850 | 00.0% | $30.5 萬$24.3 萬 | $0 | 0.2%0.3% | −0.08 |
| NEENextera Energy Inc | 不變歷史 | 3,2203,220 | 00.0% | $30.1 萬$25.3 萬 | $0 | 0.2%0.3% | −0.09 |
| TFCTruist Financial Corp | 減碼歷史 | 5,0915,784 | −693−12.0% | $29.8 萬$33.9 萬 | −$4.06 萬 | 0.2%0.4% | −0.18 |
| TMOThermo Fisher Scientific Inc. | 不變歷史 | 443443 | 00.0% | $29.6 萬$25.3 萬 | $0 | 0.2%0.3% | −0.09 |
| LMTLockheed Martin Corp | 減碼歷史 | 824857 | −33−3.9% | $29.3 萬$29.6 萬 | −$1.17 萬 | 0.2%0.3% | −0.14 |
| Vanguard Morningstar Total Stock Market ETF922908769 | 不變– | 1,1651,165 | 00.0% | $28.1 萬$25.9 萬 | $0 | 0.2%0.3% | −0.11 |
| SBUXStarbucks Corp | 不變歷史 | 2,3902,390 | 00.0% | $28.0 萬$26.4 萬 | $0 | 0.2%0.3% | −0.12 |
| iShares Tr464288802 | 不變– | 2,6062,606 | 00.0% | $27.7 萬$25.0 萬 | $0 | 0.2%0.3% | −0.10 |
| DDDuPont de Nemours, Inc. | 不變歷史 | 3,4253,425 | 00.0% | $27.7 萬$23.3 萬 | $0 | 0.2%0.2% | −0.08 |
| CPRTCopart Inc | 不變歷史 | 1,7561,756 | 00.0% | $26.6 萬$24.4 萬 | $0 | 0.2%0.3% | −0.10 |
| ULUnilever PLC | 加碼歷史 | 4,4703,306 | +1,164+35.2% | $24.0 萬$17.9 萬 | +$6.25 萬 | 0.1%0.2% | −0.05 |
| MCOMoodys Corp | 不變歷史 | 597597 | 00.0% | $23.3 萬$21.2 萬 | $0 | 0.1%0.2% | −0.09 |
| BMYBristol Myers Squibb Co | 加碼歷史 | 3,6122,035 | +1,577+77.5% | $22.5 萬$12.0 萬 | +$9.82 萬 | 0.1%0.1% | +0.01 |
| CDWCDW Corp | 不變歷史 | 1,0931,093 | 00.0% | $22.4 萬$19.9 萬 | $0 | 0.1%0.2% | −0.08 |
| POOLPool Corp | 不變歷史 | 386386 | 00.0% | $21.8 萬$16.8 萬 | $0 | 0.1%0.2% | −0.05 |
| DTEDte Energy Co | 加碼歷史 | 1,7611,044 | +717+68.7% | $21.1 萬$11.7 萬 | +$8.59 萬 | 0.1%0.1% | 0.00 |
| CTVACorteva, Inc. | 不變歷史 | 4,3904,390 | 00.0% | $20.8 萬$18.5 萬 | $0 | 0.1%0.2% | −0.07 |
| CORCencora, Inc. | 不變歷史 | 1,5031,503 | 00.0% | $20.0 萬$18.0 萬 | $0 | 0.1%0.2% | −0.07 |
| DOWDow Inc. | 不變歷史 | 3,4253,425 | 00.0% | $19.4 萬$19.7 萬 | $0 | 0.1%0.2% | −0.09 |
| UNPUnion Pacific Corp | 不變歷史 | 770770 | 00.0% | $19.4 萬$15.1 萬 | $0 | 0.1%0.2% | −0.05 |
| CECelanese Corp | 不變歷史 | 1,1301,130 | 00.0% | $19.0 萬$17.0 萬 | $0 | 0.1%0.2% | −0.07 |
| TDYTeledyne Technologies Inc | 不變歷史 | 417417 | 00.0% | $18.2 萬$17.9 萬 | $0 | 0.1%0.2% | −0.08 |
| COPConocoPhillips | 加碼歷史 | 2,4081,630 | +778+47.7% | $17.4 萬$11.0 萬 | +$5.62 萬 | 0.1%0.1% | −0.01 |
| NACNuveen California Quality Municipal Income Fund | 不變歷史 | 10,61210,612 | 00.0% | $16.6 萬$16.7 萬 | $0 | 0.1%0.2% | −0.08 |
| SCHWSchwab Charles Corp | 不變歷史 | 1,9791,979 | 00.0% | $16.6 萬$14.4 萬 | $0 | 0.1%0.2% | −0.05 |
| CMCSAComcast Corp | 不變歷史 | 3,2853,285 | 00.0% | $16.5 萬$18.4 萬 | $0 | 0.1%0.2% | −0.10 |
| BACBank of America Corp | 不變歷史 | 3,6303,630 | 00.0% | $16.1 萬$15.4 萬 | $0 | 0.1%0.2% | −0.07 |
| CATCaterpillar Inc | 不變歷史 | 768768 | 00.0% | $15.9 萬$14.7 萬 | $0 | 0.1%0.2% | −0.06 |
| XELXcel Energy Inc | 不變歷史 | 2,3332,333 | 00.0% | $15.8 萬$14.6 萬 | $0 | 0.1%0.2% | −0.06 |
| SNPSSynopsys Inc | 不變歷史 | 420420 | 00.0% | $15.5 萬$12.6 萬 | $0 | 0.1%0.1% | −0.04 |
| SYKStryker Corp | 不變歷史 | 551551 | 00.0% | $14.7 萬$14.5 萬 | $0 | 0.1%0.2% | −0.07 |
| iShares Select Dividend ETF464287168 | 不變– | 1,1961,196 | 00.0% | $14.7 萬$13.7 萬 | $0 | 0.1%0.1% | −0.06 |
| MTCHMatch Group, Inc. | 不變歷史 | 1,0891,089 | 00.0% | $14.4 萬$17.1 萬 | $0 | 0.1%0.2% | −0.10 |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | 不變– | 5,4595,459 | 00.0% | $14.3 萬$14.1 萬 | $0 | 0.1%0.1% | −0.07 |
估計買賣金額是股數的變化乘上申報隱含的季末價(市值除以股數):新進用這一季的市值,清倉用上一季的市值,只有本金(PRN)的部位算不出來。13F 只有季末的持股,看不出季中的買賣時點與成交價。