Riverview Trust Co
- SEC CIK
- 0001593600
- 最新申報
- 2026/7/31
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/7/16 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 624
- 較 2024 年第 1 季 −20
- 總值
- $1.06 億
- 較 2024 年第 1 季 −$2,422 萬 (−18.7%)
| 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 | 156,302 | $1,135 萬 | 10.8% | −163−0.1% | 減碼 | – |
| AAPLApple Inc. | Stock | 30,569 | $643.8 萬 | 6.1% | −11,128−26.7% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 10,195 | $455.7 萬 | 4.3% | −3,793−27.1% | 減碼 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 17,649 | $440.6 萬 | 4.2% | +2,531+16.7% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 25,819 | $250.6 萬 | 2.4% | 00.0% | 不變 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 48,354 | $239.0 萬 | 2.3% | +48,354 | 新進 | – |
| NVDANVIDIA Corp | Stock | 18,090 | $223.5 萬 | 2.1% | +600+3.4% | 加碼依 10 比 1 拆股換算 | 歷史 |
| GOOGAlphabet Inc. | Stock | 11,116 | $203.9 萬 | 1.9% | −9,272−45.5% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 9,372 | $189.6 萬 | 1.8% | −6,755−41.9% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 14,590 | $180.6 萬 | 1.7% | −11,700−44.5% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 9,201 | $177.8 萬 | 1.7% | −10,060−52.2% | 減碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 20,000 | $167.5 萬 | 1.6% | −24,865−55.4% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 3,105 | $155.3 萬 | 1.5% | −26−0.8% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 3,018 | $152.2 萬 | 1.4% | −4,216−58.3% | 減碼 | 歷史 |
| KLACKLA Corp | COM NEW | 1,737 | $143.2 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 7,758 | $141.3 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| ABTAbbott Laboratories | Stock | 12,923 | $134.3 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 814 | $130.7 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 7,314 | $125.4 萬 | 1.2% | −360−4.7% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 31,556 | $97.7 萬 | 0.9% | −15,652−33.2% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,638 | $97.3 萬 | 0.9% | +2,473+212.3% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 6,555 | $95.8 萬 | 0.9% | −715−9.8% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 2,360 | $88.2 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 3,592 | $87.0 萬 | 0.8% | −173−4.6% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 998 | $84.8 萬 | 0.8% | +19+1.9% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 3,796 | $83.7 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 15,525 | $77.8 萬 | 0.7% | 00.0% | 不變 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,811 | $73.7 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 12,097 | $72.9 萬 | 0.7% | +12,097 | 新進 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 3,297 | $71.9 萬 | 0.7% | +152+4.8% | 加碼 | – |
| ITWIllinois Tool Works Inc | Stock | 2,661 | $63.1 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $61.2 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 21,741 | $60.8 萬 | 0.6% | +4,265+24.4% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 3,479 | $57.4 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 632 | $57.2 萬 | 0.5% | −1,945−75.5% | 減碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 11,238 | $56.1 萬 | 0.5% | −12,000−51.6% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,096 | $55.8 萬 | 0.5% | −1,618−59.6% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 3,341 | $55.1 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 1,986 | $52.1 萬 | 0.5% | −34−1.7% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 651 | $51.3 萬 | 0.5% | −505−43.7% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,861 | $47.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| QCOMQualcomm Inc | Stock | 2,289 | $45.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 830 | $45.4 萬 | 0.4% | 00.0% | 不變 | – |
| CSCOCisco Systems, Inc. | Stock | 9,309 | $44.2 萬 | 0.4% | −15,600−62.6% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 912 | $42.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| COPConocoPhillips | Stock | 3,659 | $41.9 萬 | 0.4% | −979−21.1% | 減碼 | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 5,515 | $40.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| PAYXPaychex Inc | Stock | 3,408 | $40.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| NVSNovartis AG | ADR | 3,763 | $40.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| STXSeagate Technology Holdings plc | ORD SHS | 3,829 | $39.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 3,386 | $39.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,105 | $38.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 1,864 | $36.9 萬 | 0.3% | +866+86.8% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 2,406 | $35.6 萬 | 0.3% | −5,340−68.9% | 減碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 2,536 | $35.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MAMastercard Inc | Stock | 756 | $33.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,908 | $33.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 4,086 | $32.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 4,716 | $31.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 2,031 | $31.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AMGNAmgen Inc | Stock | 1,006 | $31.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 1,257 | $29.4 萬 | 0.3% | +70+5.9% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 7,003 | $28.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| RYRoyal Bank of Canada | Stock | 2,653 | $28.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CMCSAComcast Corp | Stock | 7,149 | $28.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 612 | $27.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 3,295 | $26.7 萬 | 0.3% | −100−2.9% | 減碼 | – |
| ADBEAdobe Inc. | Stock | 475 | $26.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 65 | $25.7 萬 | 0.2% | −320−83.1% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 13,368 | $25.5 萬 | 0.2% | +592+4.6% | 加碼 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 1,666 | $25.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| USBUS Bancorp DE | COM NEW | 6,308 | $25.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BSXBoston Scientific Corp | Stock | 3,201 | $24.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SBUXStarbucks Corp | Stock | 3,094 | $24.1 萬 | 0.2% | −40−1.3% | 減碼 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 1,110 | $23.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| LINLinde PLC | Stock | 524 | $23.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NFLXNetflix Inc | Stock | 340 | $22.9 萬 | 0.2% | +46+15.6% | 加碼 | 歷史 |
| FDXFedEx Corp | Stock | 739 | $22.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 3,849 | $21.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Bank of Amer Corp060505682 | 7.25%CNV PFD L | 174 | $20.8 萬 | 0.2% | 00.0% | 不變 | – |
| INTUIntuit Inc. | Stock | 313 | $20.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CTVACorteva, Inc. | Stock | 3,773 | $20.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 457 | $20.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| WFC.PLWells Fargo & Company | PERP PFD CNV A | 167 | $19.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DOWDow Inc. | Stock | 3,701 | $19.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ORCLOracle Corp | Stock | 1,370 | $19.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 4,636 | $19.3 萬 | 0.2% | +1,388+42.7% | 加碼 | 歷史 |
| CMECME Group Inc. | COM | 973 | $19.1 萬 | 0.2% | −2,390−71.1% | 減碼 | 歷史 |
| SHELShell plc | ADR | 2,629 | $19.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 2,555 | $18.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ACGLArch Capital Group Ltd. | Stock | 1,865 | $18.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| RTXRTX Corp | Stock | 1,840 | $18.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NEENextera Energy Inc | Stock | 2,595 | $18.4 萬 | 0.2% | +747+40.4% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 1,171 | $18.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ETNEaton Corp plc | Stock | 552 | $17.3 萬 | 0.2% | −3,330−85.8% | 減碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 445 | $17.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CRMSalesforce, Inc. | Stock | 666 | $17.1 萬 | 0.2% | −3,040−82.0% | 減碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 3,165 | $16.9 萬 | 0.2% | 00.0% | 不變 | – |
| MMM3M Co | Stock | 1,634 | $16.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 390 | $16.7 萬 | 0.2% | −2,994−88.5% | 減碼 | 歷史 |
2024 年第 1 季之後清倉（49 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 1 季股數 | 2024 年第 1 季市值 | 2024 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ALGNAlign Technology Inc | COM | 805 | $26.4 萬 | 0.2% | 歷史 |
| PRIPrimerica, Inc. | Stock | 825 | $20.9 萬 | 0.2% | 歷史 |
| RRXRegal Rexnord Corp | COM | 414 | $7.46 萬 | 0.1% | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 566 | $6.09 萬 | <0.1% | – |
| AMTAmerican Tower Corp | REIT | 295 | $5.83 萬 | <0.1% | 歷史 |
| NKENIKE, Inc. | Stock | 602 | $5.66 萬 | <0.1% | 歷史 |
| DARDarling Ingredients Inc. | COM | 1,173 | $5.46 萬 | <0.1% | 歷史 |
| KRKroger Co | Stock | 931 | $5.32 萬 | <0.1% | 歷史 |
| PHYSSprott Physical Gold Trust | PHYSICAL GOLD TR | 3,000 | $5.19 萬 | <0.1% | 歷史 |
| JKHYJack Henry & Associates Inc | Stock | 292 | $5.07 萬 | <0.1% | 歷史 |
| DCIDonaldson Co Inc | Stock | 616 | $4.60 萬 | <0.1% | 歷史 |
| RLIRli Corp | COM | 293 | $4.35 萬 | <0.1% | 歷史 |
| CHTRCharter Communications, Inc. | CL A | 136 | $3.95 萬 | <0.1% | 歷史 |
| QRVOQorvo, Inc. | Stock | 344 | $3.95 萬 | <0.1% | 歷史 |
| JLLJones Lang Lasalle Inc | COM | 197 | $3.84 萬 | <0.1% | 歷史 |
| KVUEKenvue Inc. | Stock | 1,557 | $3.34 萬 | <0.1% | 歷史 |
| THGHanover Insurance Group, Inc. | COM | 228 | $3.10 萬 | <0.1% | 歷史 |
| SWAVShockwave Medical, Inc. | COM | 92 | $3.00 萬 | <0.1% | 歷史 |
| INCYIncyte Corp | COM | 516 | $2.94 萬 | <0.1% | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 122 | $2.88 萬 | <0.1% | – |
| AMCRAmcor plc | ORD | 2,993 | $2.85 萬 | <0.1% | 歷史 |
| FMCFMC Corp | COM NEW | 431 | $2.75 萬 | <0.1% | 歷史 |
| HSTHost Hotels & Resorts, Inc. | COM | 1,301 | $2.69 萬 | <0.1% | 歷史 |
| SPLKSplunk Inc | COM | 168 | $2.64 萬 | <0.1% | 歷史 |
| APTVAptiv PLC | SHS | 318 | $2.53 萬 | <0.1% | 歷史 |
| RHRH | COM | 63 | $2.19 萬 | <0.1% | 歷史 |
| SONSonoco Products Co | COM | 374 | $2.16 萬 | <0.1% | 歷史 |
| CNMDCONMED Corp | COM | 255 | $2.04 萬 | <0.1% | 歷史 |
| BIIBBiogen Inc. | COM | 93 | $2.01 萬 | <0.1% | 歷史 |
| FWRDForward Air Corp | COM | 589 | $1.83 萬 | <0.1% | 歷史 |
| NEOGNeogen Corp | COM | 1,126 | $1.78 萬 | <0.1% | 歷史 |
| PRTAProthena Corp Public Ltd Co | SHS | 659 | $1.63 萬 | <0.1% | 歷史 |
| LEGLeggett & Platt Inc | Stock | 834 | $1.60 萬 | <0.1% | 歷史 |
| RVNCRevance Therapeutics, Inc. | COM | 3,237 | $1.59 萬 | <0.1% | 歷史 |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 104 | $1.55 萬 | <0.1% | 歷史 |
| SHLSShoals Technologies Group, Inc. | CL A | 1,390 | $1.55 萬 | <0.1% | 歷史 |
| COKECoca-Cola Consolidated, Inc. | COM | 18 | $1.52 萬 | <0.1% | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 350 | $1.46 萬 | <0.1% | – |
| DDD3D Systems Corp | COM NEW | 3,132 | $1.39 萬 | <0.1% | 歷史 |
| ALGTAllegiant Travel CO | COM | 179 | $1.35 萬 | <0.1% | 歷史 |
| SAMBoston Beer Co Inc | CL A | 44 | $1.34 萬 | <0.1% | 歷史 |
| CNXCConcentrix Corp | Stock | 198 | $1.31 萬 | <0.1% | 歷史 |
| BILLBILL Holdings, Inc. | Stock | 182 | $1.25 萬 | <0.1% | 歷史 |
| MEDMedifast Inc | COM | 321 | $1.23 萬 | <0.1% | 歷史 |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 240 | $1.14 萬 | <0.1% | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 95 | $1.11 萬 | <0.1% | – |
| IRDMIridium Communications Inc. | COM | 388 | $1.01 萬 | <0.1% | 歷史 |
| DTMDT Midstream, Inc. | COMMON STOCK | 161 | $9,837 | <0.1% | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 73 | $7,645 | <0.1% | – |