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 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 3,592 | $87.0 萬 | 0.8% | −173−4.6% | 減碼 | – |
| DEDeere & Co | Stock | 2,360 | $88.2 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 6,555 | $95.8 萬 | 0.9% | −715−9.8% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,638 | $97.3 萬 | 0.9% | +2,473+212.3% | 加碼 | – |
| INTCIntel Corp | Stock | 31,556 | $97.7 萬 | 0.9% | −15,652−33.2% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 7,314 | $125.4 萬 | 1.2% | −360−4.7% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 814 | $130.7 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| ABTAbbott Laboratories | Stock | 12,923 | $134.3 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 7,758 | $141.3 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| KLACKLA Corp | COM NEW | 1,737 | $143.2 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 3,018 | $152.2 萬 | 1.4% | −4,216−58.3% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 3,105 | $155.3 萬 | 1.5% | −26−0.8% | 減碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 20,000 | $167.5 萬 | 1.6% | −24,865−55.4% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 9,201 | $177.8 萬 | 1.7% | −10,060−52.2% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 14,590 | $180.6 萬 | 1.7% | −11,700−44.5% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 9,372 | $189.6 萬 | 1.8% | −6,755−41.9% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 11,116 | $203.9 萬 | 1.9% | −9,272−45.5% | 減碼 | 歷史 |
| 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 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 48,354 | $239.0 萬 | 2.3% | +48,354 | 新進 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 25,819 | $250.6 萬 | 2.4% | 00.0% | 不變 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 17,649 | $440.6 萬 | 4.2% | +2,531+16.7% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 10,195 | $455.7 萬 | 4.3% | −3,793−27.1% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 30,569 | $643.8 萬 | 6.1% | −11,128−26.7% | 減碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 156,302 | $1,135 萬 | 10.8% | −163−0.1% | 減碼 | – |
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% | – |