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Riverview Trust Co

SEC CIK
0001593600
最新申報
2026/7/31

2023 年第 4 季持倉

持倉截至 2023/12/31,2024/1/24 申報。只含多頭部位,變化是跟 2023 年第 3 季比股數。

機構總覽
持股檔數
99
較 2023 年第 3 季 −575
總值
$9,828 萬
較 2023 年第 3 季 −$1,452 萬 (−12.9%)
申報日
2024/1/24
SEC
Riverview Trust Co 在 2023 年第 4 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
iShares Core MSCI Eafe ETF46432F842ETF156,257$1,099 萬11.2%−4,257−2.7%減碼–
AAPLApple Inc.Stock41,629$801.5 萬8.2%−2,595−5.9%減碼歷史
MSFTMicrosoft CorpStock13,988$526.0 萬5.4%+101+0.7%加碼歷史
Vanguard Real Estate ETF922908553ETF44,800$395.9 萬4.0%00.0%不變–
Vanguard Morningstar Large-Cap ETF922908637ETF14,704$320.8 萬3.3%00.0%不變–
MRKMerck & Co., Inc.Stock26,430$288.1 萬2.9%−195−0.7%減碼歷史
GOOGAlphabet Inc.Stock20,388$287.3 萬2.9%00.0%不變歷史
AMZNAmazon Com IncStock18,727$284.5 萬2.9%−301−1.6%減碼歷史
JPMJPMorgan Chase & CoStock16,007$272.3 萬2.8%−308−1.9%減碼歷史
METAMeta Platforms, Inc.Stock7,644$270.6 萬2.8%00.0%不變歷史
iShares Core U.S. Aggregate Bond ETF464287226ETF25,819$256.3 萬2.6%−14,433−35.9%減碼–
INTCIntel CorpStock47,208$237.2 萬2.4%00.0%不變歷史
LLYEli Lilly & CoStock2,577$150.2 萬1.5%00.0%不變歷史
ABTAbbott LaboratoriesStock12,923$142.2 萬1.4%−438−3.3%減碼歷史
UNHUnitedHealth Group IncStock2,629$138.4 萬1.4%00.0%不變歷史
Vanguard S&P 500 ETF922908363ETF3,131$136.8 萬1.4%−887−22.1%減碼–
BKNGBooking Holdings Inc.Stock385$136.6 萬1.4%+8+2.1%加碼歷史
MNSTMonster Beverage CorpCOM23,238$133.9 萬1.4%00.0%不變歷史
AMPAmeriprise Financial IncCOM3,384$128.5 萬1.3%00.0%不變歷史
CSCOCisco Systems, Inc.Stock24,909$125.8 萬1.3%00.0%不變歷史
ABBVAbbVie Inc.Stock7,674$118.9 萬1.2%+39+0.5%加碼歷史
JNJJohnson & JohnsonStock7,570$118.7 萬1.2%−489−6.1%減碼歷史
TGTTarget CorpStock7,621$108.5 萬1.1%+241+3.3%加碼歷史
GOOGLAlphabet Inc.Stock7,518$105.0 萬1.1%+166+2.3%加碼歷史
CRMSalesforce, Inc.Stock3,706$97.5 萬1.0%00.0%不變歷史
AVGOBroadcom Inc.Stock844$94.2 萬1.0%−1−0.1%減碼歷史
ETNEaton Corp plcStock3,882$93.5 萬1.0%00.0%不變歷史
DEDeere & CoStock2,310$92.4 萬0.9%−208−8.3%減碼歷史
KLACKLA CorpCOM NEW1,587$92.3 萬0.9%−192−10.8%減碼歷史
BLKBlackRock, Inc.COM1,121$91.0 萬0.9%−21−1.8%減碼歷史
LOWLowes Companies IncStock3,796$84.5 萬0.9%−290−7.1%減碼歷史
GLDSPDR Gold TrustETF4,180$79.9 萬0.8%00.0%不變歷史
CVSCVS Health CorpStock9,581$75.7 萬0.8%00.0%不變歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF3,221$74.9 萬0.8%+3,168+5,977.4%加碼–
NVDANVIDIA CorpStock1,501$74.3 萬0.8%+125+9.1%加碼歷史
CMECME Group Inc.COM3,363$70.8 萬0.7%−25−0.7%減碼歷史
ITWIllinois Tool Works IncStock2,661$69.7 萬0.7%−158−5.6%減碼歷史
COSTCostco Wholesale CorpStock979$64.6 萬0.7%+10+1.0%加碼歷史
BRK.BBerkshire Hathaway IncStock1,811$64.6 萬0.7%00.0%不變歷史
PFEPfizer IncStock21,263$61.2 萬0.6%+3,537+20.0%加碼歷史
PEPPepsiCo IncStock3,341$56.7 萬0.6%−187−5.3%減碼歷史
iShares Tr4642874571 3 YR TREAS BD6,857$56.3 萬0.6%00.0%不變–
MCDMcDonalds CorpStock1,861$55.2 萬0.6%00.0%不變歷史
BRK.ABerkshire Hathaway IncCL A1$54.3 萬0.6%00.0%不變歷史
COPConocoPhillipsStock4,638$53.8 萬0.5%−17−0.4%減碼歷史
Vanguard Morningstar Small-Cap ETF922908751ETF2,488$53.1 萬0.5%+2,488新進–
PGProcter & Gamble CoStock3,569$52.3 萬0.5%−264−6.9%減碼歷史
BABoeing CoStock1,922$50.1 萬0.5%−13−0.7%減碼歷史
VVisa Inc.Stock1,886$49.1 萬0.5%00.0%不變歷史
iShares Tr464287234MSCI EMG MKT ETF11,662$46.9 萬0.5%00.0%不變–
LMTLockheed Martin CorpStock1,012$45.9 萬0.5%+47+4.9%加碼歷史
PAYXPaychex IncStock3,408$40.6 萬0.4%−398−10.5%減碼歷史
iShares Core S&P 500 ETF464287200ETF830$39.6 萬0.4%00.0%不變–
ODFLOld Dominion Freight Line, Inc.COM970$39.3 萬0.4%00.0%不變歷史
CPRTCopart IncCOM7,960$39.0 萬0.4%00.0%不變歷史
STZConstellation Brands, Inc.Stock1,577$38.1 萬0.4%00.0%不變歷史
NVSNovartis AGADR3,763$38.0 萬0.4%00.0%不變歷史
IBMInternational Business Machines CorpStock2,308$37.7 萬0.4%+800+53.1%加碼歷史
TSLATesla, Inc.Stock1,472$36.6 萬0.4%−256−14.8%減碼歷史
HDHome Depot, Inc.Stock1,030$35.7 萬0.4%+87+9.2%加碼歷史
FBINFortune Brands Innovations, Inc.COM4,651$35.4 萬0.4%00.0%不變歷史
SNPSSynopsys IncCOM675$34.8 萬0.4%−12−1.7%減碼歷史
XOMExxonMobil Holdings CorpCOM3,386$33.9 萬0.3%00.0%不變歷史
PEGPublic Service Enterprise Group IncCOM5,515$33.7 萬0.3%−746−11.9%減碼歷史
CMCSAComcast CorpStock7,616$33.4 萬0.3%+192+2.6%加碼歷史
COFCapital One Financial CorpStock2,536$33.3 萬0.3%−5−0.2%減碼歷史
QCOMQualcomm IncStock2,289$33.1 萬0.3%+287+14.3%加碼歷史
STXSeagate Technology Holdings plcORD SHS3,829$32.7 萬0.3%−509−11.7%減碼歷史
SBUXStarbucks CorpStock3,289$31.6 萬0.3%00.0%不變歷史
MAMastercard IncStock706$30.1 萬0.3%00.0%不變歷史
BDXBecton Dickinson & CoStock1,234$30.1 萬0.3%+59+5.0%加碼歷史
Flexshares Tr33939L886ULTR SHO INC FD3,971$29.8 萬0.3%00.0%不變–
VZVerizon Communications IncStock7,767$29.3 萬0.3%−774−9.1%減碼歷史
DDDuPont de Nemours, Inc.COM3,802$29.2 萬0.3%00.0%不變歷史
CVXChevron CorpStock1,921$28.7 萬0.3%00.0%不變歷史
ADBEAdobe Inc.Stock475$28.3 萬0.3%−42−8.1%減碼歷史
Vanguard Morningstar Total Stock Market ETF922908769ETF1,165$27.6 萬0.3%00.0%不變–
GUTGabelli Utility TrustCOM50,954$27.6 萬0.3%00.0%不變歷史
USBUS Bancorp DECOM NEW6,308$27.3 萬0.3%+183+3.0%加碼歷史
GILDGilead Sciences, Inc.Stock3,324$26.9 萬0.3%00.0%不變歷史
RYRoyal Bank of CanadaStock2,653$26.8 萬0.3%−288−9.8%減碼歷史
CDWCDW CorpCOM1,170$26.6 萬0.3%00.0%不變歷史
DLRDigital Realty Trust, Inc.COM1,972$26.5 萬0.3%−62−3.0%減碼歷史
iShares Russell Midcap ETF464287499ETF3,395$26.4 萬0.3%00.0%不變–
AMGNAmgen IncStock906$26.1 萬0.3%00.0%不變歷史
WMTWalmart Inc.Stock1,572$24.8 萬0.3%+100+6.8%加碼歷史
GSGoldman Sachs Group IncStock612$23.6 萬0.2%00.0%不變歷史
iShares Tips Bond ETF464287176ETF2,191$23.6 萬0.2%00.0%不變–
UNPUnion Pacific CorpStock921$22.6 萬0.2%+63+7.3%加碼歷史
TAT&T Inc.Stock13,307$22.3 萬0.2%+1,112+9.1%加碼歷史
BMYBristol Myers Squibb CoStock4,329$22.2 萬0.2%00.0%不變歷史
ALGNAlign Technology IncCOM805$22.1 萬0.2%−46−5.4%減碼歷史
ULUnilever PLCSPON ADR NEW4,470$21.7 萬0.2%00.0%不變歷史
LINLinde PLCStock524$21.5 萬0.2%00.0%不變歷史
MRSHMarsh & McLennan Companies, Inc.Stock1,110$21.0 萬0.2%00.0%不變歷史
Bank of Amer Corp0605056827.25%CNV PFD L174$21.0 萬0.2%00.0%不變–
DOWDow Inc.Stock3,701$20.3 萬0.2%00.0%不變歷史
TDYTeledyne Technologies IncCOM453$20.2 萬0.2%00.0%不變歷史
ABEVAmbev S.A.SPONSORED ADR31,548$8.83 萬0.1%00.0%不變歷史

2023 年第 3 季之後清倉(576 檔)

2023 年第 3 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔,共 576 檔。

Riverview Trust Co 在 2023 年第 3 季之後清倉的部位
證券類別2023 年第 3 季股數2023 年第 3 季市值2023 年第 3 季佔組合 %紀錄
Vanguard Mun BD FDS922907746TAX EXEMPT BD15,525$74.7 萬0.7%–
FDXFedEx CorpStock831$22.0 萬0.2%歷史
CTVACorteva, Inc.Stock3,773$19.3 萬0.2%歷史
DTEDte Energy CoCOM1,886$18.7 萬0.2%歷史
WFC.PLWells Fargo & CompanyPERP PFD CNV A167$18.6 萬0.2%歷史
SHELShell plcADR2,629$16.9 萬0.2%歷史
BSXBoston Scientific CorpStock3,201$16.9 萬0.1%歷史
MSIMotorola Solutions, Inc.Stock620$16.9 萬0.1%歷史
TFCTruist Financial CorpCOM5,627$16.1 萬0.1%歷史
PRIPrimerica, Inc.Stock825$16.0 萬0.1%歷史
INTUIntuit Inc.Stock313$16.0 萬0.1%歷史
CECelanese CorpStock1,266$15.9 萬0.1%歷史
FMXMexican Economic Development IncSPON ADR UNITS1,434$15.7 萬0.1%歷史
NEENextera Energy IncStock2,704$15.5 萬0.1%歷史
POOLPool CorpCOM424$15.1 萬0.1%歷史
iShares Core MSCI Emerging Markets ETF46434G103ETF3,165$15.1 萬0.1%–
ACGLArch Capital Group Ltd.Stock1,865$14.9 萬0.1%歷史
MMM3M CoStock1,585$14.8 萬0.1%歷史
ORCLOracle CorpStock1,370$14.5 萬0.1%歷史
ISRGIntuitive Surgical IncCOM NEW496$14.5 萬0.1%歷史
EQIXEquinix IncCOM198$14.4 萬0.1%歷史
ONOn Semiconductor CorpStock1,547$14.4 萬0.1%歷史
iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1ETF5,558$13.5 萬0.1%–
PSXPhillips 66Stock1,119$13.4 萬0.1%歷史
SYKStryker CorpStock489$13.4 萬0.1%歷史
TMOThermo Fisher Scientific Inc.Stock264$13.4 萬0.1%歷史
XELXcel Energy IncStock2,333$13.3 萬0.1%歷史
CATCaterpillar IncStock485$13.2 萬0.1%歷史
FDSFactset Research Systems IncStock301$13.2 萬0.1%歷史
iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0ETF5,627$13.1 萬0.1%–
ADPAutomatic Data Processing IncStock541$13.0 萬0.1%歷史
ALLAllstate CorpStock1,159$12.9 萬0.1%歷史
iShares Select Dividend ETF464287168ETF1,196$12.9 萬0.1%–
HONHoneywell International IncCOM687$12.7 萬0.1%歷史
PNCPNC Financial Services Group, Inc.Stock1,028$12.6 萬0.1%歷史
CAHCardinal Health IncStock1,440$12.5 萬0.1%歷史
MDTMedtronic plcStock1,576$12.3 萬0.1%歷史
CTRACoterra Energy Inc.Stock4,542$12.3 萬0.1%歷史
SOSouthern CoStock1,867$12.1 萬0.1%歷史
MSMorgan StanleyStock1,422$11.6 萬0.1%歷史
HPQHP IncStock4,501$11.6 萬0.1%歷史
TMUST-Mobile US, Inc.Stock824$11.5 萬0.1%歷史
TTETotalEnergies SESPONSORED ADS1,750$11.5 萬0.1%歷史
EQTEQT CorpStock2,764$11.2 萬0.1%歷史
GPCGenuine Parts CoStock772$11.1 萬0.1%歷史
NFLXNetflix IncStock294$11.1 萬0.1%歷史
FISVFiserv IncStock980$11.1 萬0.1%歷史
RIORio Tinto PLCADR1,728$11.0 萬0.1%歷史
ABNBAirbnb, Inc.Stock792$10.9 萬0.1%歷史
SCHWSchwab Charles CorpStock1,931$10.6 萬0.1%歷史
DDominion Energy, IncStock2,343$10.5 萬0.1%歷史
MOAltria Group, Inc.Stock2,481$10.4 萬0.1%歷史
DRIDarden Restaurants IncCOM720$10.3 萬0.1%歷史
WMWaste Management IncStock675$10.3 萬0.1%歷史
NACNuveen California Quality Municipal Income FundCOM10,612$10.2 萬0.1%歷史
GGGGraco IncCOM1,400$10.2 萬0.1%歷史
WELLWelltower Inc.REIT1,242$10.2 萬0.1%歷史
APHAmphenol CorpCL A1,211$10.2 萬0.1%歷史
WMBWilliams Companies, Inc.COM2,993$10.1 萬0.1%歷史
AMDAdvanced Micro Devices IncStock971$9.98 萬0.1%歷史
ACNAccenture plcStock324$9.95 萬0.1%歷史
VLOValero Energy CorpStock691$9.79 萬0.1%歷史
DHRDanaher CorpStock389$9.65 萬0.1%歷史
BCEBce IncCOM NEW2,520$9.62 萬0.1%歷史
ZTSZoetis Inc.Stock551$9.59 萬0.1%歷史
FCXFreeport-McMoran IncStock2,527$9.42 萬0.1%歷史
CDNSCadence Design Systems IncStock397$9.30 萬0.1%歷史
STTState Street CorpCOM1,377$9.22 萬0.1%歷史
APDAir Products & Chemicals, Inc.Stock323$9.15 萬0.1%歷史
GEGeneral Electric CoStock828$9.15 萬0.1%歷史
CHDChurch & Dwight Co IncCOM979$8.97 萬0.1%歷史
AFLAflac IncStock1,168$8.96 萬0.1%歷史
UBERUber Technologies, IncStock1,935$8.90 萬0.1%歷史
PHParker-Hannifin CorpStock226$8.80 萬0.1%歷史
SHWSherwin Williams CoCOM344$8.77 萬0.1%歷史
SUSuncor Energy IncStock2,539$8.73 萬0.1%歷史
ASHAshland Inc.COM1,058$8.64 萬0.1%歷史
MPWRMonolithic Power Systems, Inc.COM181$8.36 萬0.1%歷史
NOWServiceNow, Inc.Stock149$8.33 萬0.1%歷史
RCLRoyal Caribbean Cruises LtdCOM890$8.20 萬0.1%歷史
PGRProgressive CorpStock587$8.18 萬0.1%歷史
iShares Tr46429B671MSCI CHINA ETF1,888$8.17 萬0.1%–
JCIJohnson Controls International plcStock1,522$8.10 萬0.1%歷史
SYYSysco CorpStock1,224$8.08 萬0.1%歷史
BACBank of America CorpStock2,950$8.08 萬0.1%歷史
LHXL3HARRIS Technologies, Inc.Stock444$7.73 萬0.1%歷史
DGDollar General CorpCOM725$7.67 萬0.1%歷史
MAAMid America Apartment Communities Inc.COM596$7.67 萬0.1%歷史
CICigna GroupStock264$7.55 萬0.1%歷史
GPNGlobal Payments IncStock650$7.50 萬0.1%歷史
CPTCamden Property TrustREIT784$7.42 萬0.1%歷史
EDConsolidated Edison IncStock860$7.36 萬0.1%歷史
ORealty Income CorpREIT1,441$7.20 萬0.1%歷史
CSXCSX CorpStock2,329$7.16 萬0.1%歷史
WBAWalgreens Boots Alliance, Inc.COM3,220$7.16 萬0.1%歷史
GVAGranite Construction IncCOM1,879$7.14 萬0.1%歷史
TJXTJX Companies IncStock792$7.04 萬0.1%歷史
MSCIMSCI Inc.Stock133$6.82 萬0.1%歷史
CEGConstellation Energy CorpStock624$6.81 萬0.1%歷史
PMPhilip Morris International Inc.Stock729$6.75 萬0.1%歷史