Riverview Trust Co
- SEC CIK
- 0001593600
- 最新申報
- 2026/7/31
2023 年第 3 季持倉
持倉截至 2023/9/30，2023/10/17 申報。只含多頭部位，變化是跟 2023 年第 2 季比股數。
- 持股檔數
- 674
- 較 2023 年第 2 季 −2
- 總值
- $1.13 億
- 較 2023 年第 2 季 +$246.1 萬 (+2.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Core MSCI Eafe ETF46432F842 | ETF | 160,514 | $1,033 萬 | 9.2% | −130.0% | 減碼 | – |
| AAPLApple Inc. | Stock | 44,224 | $757.2 萬 | 6.7% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 13,887 | $438.5 萬 | 3.9% | +342+2.5% | 加碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 40,252 | $378.5 萬 | 3.4% | −6,199−13.3% | 減碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 44,800 | $339.0 萬 | 3.0% | 00.0% | 不變 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 14,704 | $287.7 萬 | 2.6% | +29+0.2% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 26,625 | $274.1 萬 | 2.4% | +1,145+4.5% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 20,388 | $268.8 萬 | 2.4% | +1,428+7.5% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 19,028 | $241.9 萬 | 2.1% | +1,232+6.9% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 16,315 | $236.6 萬 | 2.1% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 7,644 | $229.5 萬 | 2.0% | +467+6.5% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 47,208 | $167.8 萬 | 1.5% | +3,724+8.6% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 4,018 | $157.8 萬 | 1.4% | 00.0% | 不變 | – |
| LLYEli Lilly & Co | Stock | 2,577 | $138.4 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 24,909 | $133.9 萬 | 1.2% | +1,158+4.9% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 2,629 | $132.6 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| ABTAbbott Laboratories | Stock | 13,361 | $129.4 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 8,059 | $125.5 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| MNSTMonster Beverage Corp | COM | 23,238 | $123.0 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 377 | $116.3 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 7,635 | $113.8 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 3,384 | $111.6 萬 | 1.0% | +276+8.9% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 7,352 | $96.2 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| DEDeere & Co | Stock | 2,518 | $95.0 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| LOWLowes Companies Inc | Stock | 4,086 | $84.9 萬 | 0.8% | −22−0.5% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 3,882 | $82.8 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| TGTTarget Corp | Stock | 7,380 | $81.6 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| KLACKLA Corp | COM NEW | 1,779 | $81.6 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| CRMSalesforce, Inc. | Stock | 3,706 | $75.2 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 15,525 | $74.7 萬 | 0.7% | +15,525 | 新進 | – |
| BLKBlackRock, Inc. | COM | 1,142 | $73.8 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| GLDSPDR Gold Trust | ETF | 4,180 | $71.7 萬 | 0.6% | +4,180 | 新進 | 歷史 |
| AVGOBroadcom Inc. | Stock | 845 | $70.2 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| CMECME Group Inc. | COM | 3,388 | $67.8 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| CVSCVS Health Corp | Stock | 9,581 | $66.9 萬 | 0.6% | +150+1.6% | 加碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 2,819 | $64.9 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,811 | $63.4 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,376 | $59.9 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 3,528 | $59.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 17,726 | $58.8 萬 | 0.5% | −122−0.7% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 3,833 | $55.9 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| COPConocoPhillips | Stock | 4,655 | $55.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 6,857 | $55.5 萬 | 0.5% | +6,857 | 新進 | – |
| COSTCostco Wholesale Corp | Stock | 969 | $54.7 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $53.1 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,861 | $49.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 11,662 | $44.3 萬 | 0.4% | 00.0% | 不變 | – |
| PAYXPaychex Inc | Stock | 3,806 | $43.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 1,886 | $43.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 1,728 | $43.2 萬 | 0.4% | +105+6.5% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 3,386 | $39.8 萬 | 0.4% | −41−1.2% | 減碼 | 歷史 |
| ODFLOld Dominion Freight Line, Inc. | COM | 970 | $39.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 1,577 | $39.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| LMTLockheed Martin Corp | Stock | 965 | $39.5 萬 | 0.3% | +310+47.3% | 加碼 | 歷史 |
| NVSNovartis AG | ADR | 3,763 | $38.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| BABoeing Co | Stock | 1,935 | $37.1 萬 | 0.3% | +51+2.7% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 830 | $35.6 萬 | 0.3% | +705+564.0% | 加碼 | – |
| PEGPublic Service Enterprise Group Inc | COM | 6,261 | $35.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CPRTCopart Inc | COM | 7,960 | $34.3 萬 | 0.3% | 00.0% | 不變依 2 比 1 拆股換算 | 歷史 |
| CMCSAComcast Corp | Stock | 7,424 | $32.9 萬 | 0.3% | +1,550+26.4% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 1,921 | $32.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SNPSSynopsys Inc | COM | 687 | $31.5 萬 | 0.3% | −7−1.0% | 減碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 1,175 | $30.4 萬 | 0.3% | +82+7.5% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 3,289 | $30.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Flexshares Tr33939L886 | ULTR SHO INC FD | 3,971 | $29.8 萬 | 0.3% | +3,971 | 新進 | – |
| FBINFortune Brands Innovations, Inc. | COM | 4,651 | $28.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| STXSeagate Technology Holdings plc | ORD SHS | 4,338 | $28.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 943 | $28.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 3,802 | $28.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MAMastercard Inc | Stock | 706 | $28.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 8,541 | $27.7 萬 | 0.2% | +2,988+53.8% | 加碼 | 歷史 |
| GUTGabelli Utility Trust | COM | 50,954 | $27.0 萬 | 0.2% | +50,954 | 新進 | 歷史 |
| ADBEAdobe Inc. | Stock | 517 | $26.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ALGNAlign Technology Inc | COM | 851 | $26.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| RYRoyal Bank of Canada | Stock | 2,941 | $25.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 4,329 | $25.1 萬 | 0.2% | −244−5.3% | 減碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 3,324 | $24.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,165 | $24.7 萬 | 0.2% | 00.0% | 不變 | – |
| COFCapital One Financial Corp | Stock | 2,541 | $24.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 2,034 | $24.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AMGNAmgen Inc | Stock | 906 | $24.3 萬 | 0.2% | +381+72.6% | 加碼 | 歷史 |
| CDWCDW Corp | COM | 1,170 | $23.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 1,472 | $23.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 3,395 | $23.5 萬 | 0.2% | +2,592+322.8% | 加碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 2,191 | $22.7 萬 | 0.2% | +2,191 | 新進 | – |
| QCOMQualcomm Inc | Stock | 2,002 | $22.2 萬 | 0.2% | +158+8.6% | 加碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 4,470 | $22.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| FDXFedEx Corp | Stock | 831 | $22.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,508 | $21.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 1,110 | $21.1 萬 | 0.2% | −15−1.3% | 減碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 6,125 | $20.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 612 | $19.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| LINLinde PLC | Stock | 524 | $19.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Bank of Amer Corp060505682 | 7.25%CNV PFD L | 174 | $19.4 萬 | 0.2% | +174 | 新進 | – |
| CTVACorteva, Inc. | Stock | 3,773 | $19.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DOWDow Inc. | Stock | 3,701 | $19.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DTEDte Energy Co | COM | 1,886 | $18.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| WFC.PLWells Fargo & Company | PERP PFD CNV A | 167 | $18.6 萬 | 0.2% | +167 | 新進 | 歷史 |
| TDYTeledyne Technologies Inc | COM | 453 | $18.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TAT&T Inc. | Stock | 12,195 | $18.3 萬 | 0.2% | −962−7.3% | 減碼 | 歷史 |
2023 年第 2 季之後清倉（57 檔）
2023 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 2 季股數 | 2023 年第 2 季市值 | 2023 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| RVSBRiverview Bancorp Inc | COM | 42,651 | $21.5 萬 | 0.2% | 歷史 |
| VMWVmware LLC | CL A COM | 346 | $4.97 萬 | <0.1% | 歷史 |
| ALBAlbemarle Corp | Stock | 175 | $3.90 萬 | <0.1% | 歷史 |
| NKENIKE, Inc. | Stock | 293 | $3.23 萬 | <0.1% | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 159 | $2.85 萬 | <0.1% | 歷史 |
| BF.BBrown Forman Corp | Stock | 365 | $2.44 萬 | <0.1% | 歷史 |
| MASIMasimo Corp | COM | 123 | $2.02 萬 | <0.1% | 歷史 |
| AESAES Corp | Stock | 971 | $2.01 萬 | <0.1% | 歷史 |
| HAPNHappen, Inc. | COM NEW | 2,021 | $1.97 萬 | <0.1% | 歷史 |
| PODDInsulet Corp | Stock | 65 | $1.87 萬 | <0.1% | 歷史 |
| UNVRUnivar Solutions Inc. | COM | 516 | $1.85 萬 | <0.1% | 歷史 |
| ZBRAZebra Technologies Corp | CL A | 60 | $1.77 萬 | <0.1% | 歷史 |
| NWNNorthwest Natural Holding Co | COM | 404 | $1.74 萬 | <0.1% | 歷史 |
| EVAEnviva, LLC | COM | 1,582 | $1.72 萬 | <0.1% | 歷史 |
| KEYSKeysight Technologies, Inc. | Stock | 101 | $1.69 萬 | <0.1% | 歷史 |
| SSPE.W. Scripps Co | CL A NEW | 1,811 | $1.66 萬 | <0.1% | 歷史 |
| ALKAlaska Air Group, Inc. | COM | 310 | $1.65 萬 | <0.1% | 歷史 |
| GTMZoomInfo Technologies Inc. | Stock | 647 | $1.64 萬 | <0.1% | 歷史 |
| RBLXRoblox Corp | Stock | 406 | $1.64 萬 | <0.1% | 歷史 |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 173 | $1.63 萬 | <0.1% | 歷史 |
| FLGTFulgent Genetics, Inc. | COM | 440 | $1.63 萬 | <0.1% | 歷史 |
| ENPHEnphase Energy, Inc. | Stock | 95 | $1.59 萬 | <0.1% | 歷史 |
| SBGISinclair, Inc. | CL A | 1,130 | $1.56 萬 | <0.1% | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 163 | $1.54 萬 | <0.1% | 歷史 |
| FTNTFortinet, Inc. | Stock | 203 | $1.53 萬 | <0.1% | 歷史 |
| DFSDiscover Financial Services | COM | 131 | $1.53 萬 | <0.1% | 歷史 |
| MTTRMatterport, Inc. | COM CL A | 4,833 | $1.52 萬 | <0.1% | 歷史 |
| WTWWillis Towers Watson PLC | SHS | 64 | $1.51 萬 | <0.1% | 歷史 |
| NXSTNexstar Media Group, Inc. | COMMON STOCK | 88 | $1.47 萬 | <0.1% | 歷史 |
| SSTKShutterstock, Inc. | COM | 300 | $1.46 萬 | <0.1% | 歷史 |
| MEDMedifast Inc | COM | 156 | $1.44 萬 | <0.1% | 歷史 |
| Paramount Global92556H206 | CL B | 892 | $1.42 萬 | <0.1% | – |
| STSensata Technologies Holding plc | SHS | 315 | $1.42 萬 | <0.1% | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 28 | $1.41 萬 | <0.1% | 歷史 |
| TTGTTechTarget, Inc. | COM | 448 | $1.39 萬 | <0.1% | 歷史 |
| MAGNMagnera Corp | COM | 4,520 | $1.36 萬 | <0.1% | 歷史 |
| ETSYEtsy Inc | COM | 160 | $1.35 萬 | <0.1% | 歷史 |
| NNNNNN REIT, Inc. | REIT | 316 | $1.35 萬 | <0.1% | 歷史 |
| MHKMohawk Industries Inc | COM | 128 | $1.32 萬 | <0.1% | 歷史 |
| SUISun Communities Inc | COM | 101 | $1.32 萬 | <0.1% | 歷史 |
| SJMJ M SMUCKER Co | Stock | 89 | $1.31 萬 | <0.1% | 歷史 |
| PSAPublic Storage | COM | 45 | $1.31 萬 | <0.1% | 歷史 |
| VACMarriott Vacations Worldwide Corp | COM | 106 | $1.30 萬 | <0.1% | 歷史 |
| DOCUDocuSign, Inc. | Stock | 254 | $1.30 萬 | <0.1% | 歷史 |
| WTRGEssential Utilities, Inc. | COM | 325 | $1.30 萬 | <0.1% | 歷史 |
| UAAUnder Armour, Inc. | Stock | 1,792 | $1.29 萬 | <0.1% | 歷史 |
| AAgilent Technologies, Inc. | COM | 107 | $1.29 萬 | <0.1% | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 90 | $1.28 萬 | <0.1% | 歷史 |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 67 | $1.27 萬 | <0.1% | 歷史 |
| BF.ABrown Forman Corp | CL A | 185 | $1.26 萬 | <0.1% | 歷史 |
| EVRGEvergy, Inc. | Stock | 215 | $1.26 萬 | <0.1% | 歷史 |
| BEAMBeam Therapeutics Inc. | COM | 390 | $1.25 萬 | <0.1% | 歷史 |
| NEMNEWMONT Corp | Stock | 288 | $1.23 萬 | <0.1% | 歷史 |
| AIRCApartment Income REIT Corp. | COM | 340 | $1.23 萬 | <0.1% | 歷史 |
| CPBCAMPBELL'S Co | COM | 263 | $1.20 萬 | <0.1% | 歷史 |
| HRHealthcare Realty Trust Inc | CL A COM | 625 | $1.18 萬 | <0.1% | 歷史 |
| WPCW. P. Carey Inc. | COM | 172 | $1.16 萬 | <0.1% | 歷史 |