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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。

選擇要比較的兩季

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。

Riverview Trust Co 在 2021 年第 3 季與 2021 年第 4 季的持倉比較
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–44,80044,80000.0%$519.7 萬$456.0 萬$03.0%4.8%−1.78
MSFTMicrosoft Corp不變歷史11,35411,35400.0%$381.9 萬$320.1 萬$02.2%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73173100.0%$243.7 萬$240.1 萬$01.4%2.5%−1.11
GOOGAlphabet Inc.不變歷史81581500.0%$235.8 萬$217.2 萬$01.4%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–18,52018,52000.0%$215.4 萬$215.1 萬$01.3%2.3%−1.01
METAMeta Platforms, Inc.不變歷史6,1956,19500.0%$208.4 萬$210.3 萬$01.2%2.2%−1.00
INTCIntel Corp不變歷史39,83939,83900.0%$205.2 萬$212.3 萬$01.2%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7,3807,38000.0%$170.8 萬$168.8 萬$01.0%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4,2674,26700.0%$128.7 萬$112.7 萬$00.8%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11,25011,25000.0%$108.0 萬$99.9 萬$00.6%1.1%−0.42
CVSCVS Health Corp不變歷史10,41010,41000.0%$107.4 萬$88.3 萬$00.6%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3,9693,96900.0%$100.9 萬$107.6 萬$00.6%1.1%−0.55
UNHUnitedHealth Group Inc不變歷史1,9801,98000.0%$99.4 萬$77.4 萬$00.6%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15,19215,19200.0%$89.7 萬$65.3 萬$00.5%0.7%−0.16
BKNGBooking Holdings Inc.不變歷史37037000.0%$88.8 萬$87.8 萬$00.5%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29129100.0%$84.3 萬$77.8 萬$00.5%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3,3893,38900.0%$77.4 萬$65.5 萬$00.5%0.7%−0.24
COSTCostco Wholesale Corp不變歷史1,2841,28400.0%$72.9 萬$57.7 萬$00.4%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90290200.0%$60.0 萬$43.7 萬$00.4%0.5%−0.11
ETNEaton Corp plc不變歷史3,3693,36900.0%$58.2 萬$50.3 萬$00.3%0.5%−0.19
iShares Tr464288158不變–5,2585,25800.0%$56.5 萬$56.6 萬$00.3%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1,9451,94500.0%$53.7 萬$44.9 萬$00.3%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80580500.0%$52.9 萬$53.6 萬$00.3%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1,1801,18000.0%$49.0 萬$38.7 萬$00.3%0.4%−0.12
FBINFortune Brands Innovations, Inc.不變歷史4,4354,43500.0%$47.4 萬$39.7 萬$00.3%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−$8,844.540.2%0.5%−0.24
BDXBecton Dickinson & Co不變歷史1,4671,46700.0%$36.9 萬$36.1 萬$00.2%0.4%−0.17
VVisa Inc.不變歷史1,6201,62000.0%$35.1 萬$36.1 萬$00.2%0.4%−0.18
Dimensional U.S. Core Equity 2 ETF25434V708不變–12,13212,13200.0%$35.1 萬$32.2 萬$00.2%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53353300.0%$34.3 萬$28.8 萬$00.2%0.3%−0.10
AMATApplied Materials Inc不變歷史2,1582,15800.0%$34.0 萬$27.8 萬$00.2%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1,0151,01500.0%$33.4 萬$30.9 萬$00.2%0.3%−0.13
STZConstellation Brands, Inc.不變歷史1,3251,32500.0%$33.3 萬$27.9 萬$00.2%0.3%−0.10
NVSNovartis AG不變歷史3,7633,76300.0%$32.9 萬$30.8 萬$00.2%0.3%−0.13
BABoeing Co不變歷史1,6151,61500.0%$32.5 萬$35.5 萬$00.2%0.4%−0.18
PNCPNC Financial Services Group, Inc.不變歷史1,5501,55000.0%$31.1 萬$30.3 萬$00.2%0.3%−0.14
ADBEAdobe Inc.不變歷史54454400.0%$30.8 萬$31.3 萬$00.2%0.3%−0.15
USBUS Bancorp DE不變歷史5,4405,44000.0%$30.6 萬$32.3 萬$00.2%0.3%−0.16
ODFLOld Dominion Freight Line, Inc.不變歷史85085000.0%$30.5 萬$24.3 萬$00.2%0.3%−0.08
NEENextera Energy Inc不變歷史3,2203,22000.0%$30.1 萬$25.3 萬$00.2%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44344300.0%$29.6 萬$25.3 萬$00.2%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–1,1651,16500.0%$28.1 萬$25.9 萬$00.2%0.3%−0.11
SBUXStarbucks Corp不變歷史2,3902,39000.0%$28.0 萬$26.4 萬$00.2%0.3%−0.12
iShares Tr464288802不變–2,6062,60600.0%$27.7 萬$25.0 萬$00.2%0.3%−0.10
DDDuPont de Nemours, Inc.不變歷史3,4253,42500.0%$27.7 萬$23.3 萬$00.2%0.2%−0.08
CPRTCopart Inc不變歷史1,7561,75600.0%$26.6 萬$24.4 萬$00.2%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59759700.0%$23.3 萬$21.2 萬$00.1%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1,0931,09300.0%$22.4 萬$19.9 萬$00.1%0.2%−0.08
POOLPool Corp不變歷史38638600.0%$21.8 萬$16.8 萬$00.1%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4,3904,39000.0%$20.8 萬$18.5 萬$00.1%0.2%−0.07
CORCencora, Inc.不變歷史1,5031,50300.0%$20.0 萬$18.0 萬$00.1%0.2%−0.07
DOWDow Inc.不變歷史3,4253,42500.0%$19.4 萬$19.7 萬$00.1%0.2%−0.09
UNPUnion Pacific Corp不變歷史77077000.0%$19.4 萬$15.1 萬$00.1%0.2%−0.05
CECelanese Corp不變歷史1,1301,13000.0%$19.0 萬$17.0 萬$00.1%0.2%−0.07
TDYTeledyne Technologies Inc不變歷史41741700.0%$18.2 萬$17.9 萬$00.1%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10,61210,61200.0%$16.6 萬$16.7 萬$00.1%0.2%−0.08
SCHWSchwab Charles Corp不變歷史1,9791,97900.0%$16.6 萬$14.4 萬$00.1%0.2%−0.05
CMCSAComcast Corp不變歷史3,2853,28500.0%$16.5 萬$18.4 萬$00.1%0.2%−0.10
BACBank of America Corp不變歷史3,6303,63000.0%$16.1 萬$15.4 萬$00.1%0.2%−0.07
CATCaterpillar Inc不變歷史76876800.0%$15.9 萬$14.7 萬$00.1%0.2%−0.06
XELXcel Energy Inc不變歷史2,3332,33300.0%$15.8 萬$14.6 萬$00.1%0.2%−0.06
SNPSSynopsys Inc不變歷史42042000.0%$15.5 萬$12.6 萬$00.1%0.1%−0.04
SYKStryker Corp不變歷史55155100.0%$14.7 萬$14.5 萬$00.1%0.2%−0.07
iShares Select Dividend ETF464287168不變–1,1961,19600.0%$14.7 萬$13.7 萬$00.1%0.1%−0.06
MTCHMatch Group, Inc.不變歷史1,0891,08900.0%$14.4 萬$17.1 萬$00.1%0.2%−0.10
Dimensional World Ex U.S. Core Equity 2 ETF25434V880不變–5,4595,45900.0%$14.3 萬$14.1 萬$00.1%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。