Riverview Trust Co
- SEC CIK
- 0001593600
- 最新申報
- 2026/7/31
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/10/18 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 821
- 較 2024 年第 2 季 +197
- 總值
- $1.14 億
- 較 2024 年第 2 季 +$850.9 萬 (+8.1%)
| 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 | 156,248 | $1,220 萬 | 10.7% | −540.0% | 減碼 | – |
| AAPLApple Inc. | Stock | 30,490 | $710.4 萬 | 6.2% | −79−0.3% | 減碼 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 17,649 | $464.7 萬 | 4.1% | 00.0% | 不變 | – |
| MSFTMicrosoft Corp | Stock | 10,452 | $449.7 萬 | 3.9% | +257+2.5% | 加碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 25,819 | $261.5 萬 | 2.3% | 00.0% | 不變 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 48,354 | $255.4 萬 | 2.2% | 00.0% | 不變 | – |
| NVDANVIDIA Corp | Stock | 18,235 | $221.4 萬 | 1.9% | +145+0.8% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 9,260 | $195.3 萬 | 1.7% | −112−1.2% | 減碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 20,000 | $194.8 萬 | 1.7% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 9,666 | $180.1 萬 | 1.6% | +465+5.1% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 10,670 | $178.4 萬 | 1.6% | −446−4.0% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 3,058 | $175.1 萬 | 1.5% | +40+1.3% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 3,185 | $168.1 萬 | 1.5% | +80+2.6% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 14,638 | $166.2 萬 | 1.5% | +48+0.3% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,477 | $155.1 萬 | 1.4% | +1,839+50.5% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 7,344 | $145.0 萬 | 1.3% | +30+0.4% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 12,659 | $144.3 萬 | 1.3% | −264−2.0% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 7,977 | $137.6 萬 | 1.2% | −163−2.0% | 減碼依 10 比 1 拆股換算 | 歷史 |
| KLACKLA Corp | COM NEW | 1,698 | $131.5 萬 | 1.2% | −39−2.2% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 7,866 | $130.5 萬 | 1.1% | +108+1.4% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 3,806 | $103.1 萬 | 0.9% | +10+0.3% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 4,265 | $101.2 萬 | 0.9% | +968+29.4% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 6,217 | $100.8 萬 | 0.9% | −338−5.2% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 2,369 | $98.9 萬 | 0.9% | +9+0.4% | 加碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 14,836 | $96.0 萬 | 0.8% | +2,739+22.6% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 3,592 | $94.8 萬 | 0.8% | 00.0% | 不變 | – |
| COSTCostco Wholesale Corp | Stock | 1,006 | $89.2 萬 | 0.8% | +8+0.8% | 加碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 15,525 | $79.4 萬 | 0.7% | 00.0% | 不變 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,715 | $78.9 萬 | 0.7% | −96−5.3% | 減碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 2,666 | $69.9 萬 | 0.6% | +5+0.2% | 加碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $69.1 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| INTCIntel Corp | Stock | 28,002 | $65.7 萬 | 0.6% | −3,554−11.3% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,088 | $63.6 萬 | 0.6% | −8−0.7% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 21,832 | $63.2 萬 | 0.6% | +91+0.4% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 655 | $62.2 萬 | 0.5% | +4+0.6% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 3,519 | $60.9 萬 | 0.5% | +40+1.1% | 加碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 11,257 | $58.7 萬 | 0.5% | +19+0.2% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 2,078 | $57.1 萬 | 0.5% | +92+4.6% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 636 | $56.3 萬 | 0.5% | +4+0.6% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 3,187 | $54.2 萬 | 0.5% | −154−4.6% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,745 | $53.1 萬 | 0.5% | −116−6.2% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 908 | $53.1 萬 | 0.5% | −4−0.4% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,939 | $50.7 萬 | 0.4% | +75+4.0% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 9,373 | $49.9 萬 | 0.4% | +64+0.7% | 加碼 | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 5,528 | $49.3 萬 | 0.4% | +13+0.2% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 825 | $47.6 萬 | 0.4% | −5−0.6% | 減碼 | – |
| iShares Tr46435G326 | CORE MSCI INTL | 6,543 | $46.3 萬 | 0.4% | +6,543 | 新進 | – |
| PAYXPaychex Inc | Stock | 3,416 | $45.8 萬 | 0.4% | +8+0.2% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,123 | $45.5 萬 | 0.4% | +18+1.6% | 加碼 | 歷史 |
| NVSNovartis AG | ADR | 3,763 | $43.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| STXSeagate Technology Holdings plc | ORD SHS | 3,829 | $41.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,874 | $41.4 萬 | 0.4% | −34−1.8% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 3,463 | $40.6 萬 | 0.4% | +77+2.3% | 加碼 | 歷史 |
| Vanguard Wellington FD921935508 | US MOMENTUM | 2,456 | $39.5 萬 | 0.3% | +2,456 | 新進 | – |
| QCOMQualcomm Inc | Stock | 2,309 | $39.3 萬 | 0.3% | +20+0.9% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 2,501 | $39.0 萬 | 0.3% | +95+3.9% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 4,819 | $38.9 萬 | 0.3% | +103+2.2% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 3,681 | $38.8 萬 | 0.3% | +22+0.6% | 加碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 2,542 | $38.1 萬 | 0.3% | +6+0.2% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 770 | $38.0 萬 | 0.3% | +14+1.9% | 加碼 | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 4,095 | $36.5 萬 | 0.3% | +9+0.2% | 加碼 | 歷史 |
| RYRoyal Bank of Canada | Stock | 2,653 | $33.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AMGNAmgen Inc | Stock | 1,016 | $32.7 萬 | 0.3% | +10+1.0% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 661 | $32.7 萬 | 0.3% | +49+8.0% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 3,199 | $31.2 萬 | 0.3% | +105+3.4% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 13,494 | $29.7 萬 | 0.3% | +126+0.9% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 7,052 | $29.5 萬 | 0.3% | −97−1.4% | 減碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 1,215 | $29.3 萬 | 0.3% | −42−3.3% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 6,451 | $29.0 萬 | 0.3% | −552−7.9% | 減碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 3,180 | $28.0 萬 | 0.2% | −115−3.5% | 減碼 | – |
| NFLXNetflix Inc | Stock | 392 | $27.8 萬 | 0.2% | +52+15.3% | 加碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 66 | $27.8 萬 | 0.2% | +1+1.5% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 1,845 | $27.2 萬 | 0.2% | −186−9.2% | 減碼 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 1,674 | $27.1 萬 | 0.2% | +8+0.5% | 加碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 3,229 | $27.1 萬 | 0.2% | +28+0.9% | 加碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 5,769 | $26.4 萬 | 0.2% | −539−8.5% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 2,109 | $25.6 萬 | 0.2% | +269+14.6% | 加碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 3,849 | $25.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 1,116 | $24.9 萬 | 0.2% | +6+0.5% | 加碼 | 歷史 |
| LINLinde PLC | Stock | 511 | $24.4 萬 | 0.2% | −13−2.5% | 減碼 | 歷史 |
| CTVACorteva, Inc. | Stock | 4,122 | $24.2 萬 | 0.2% | +349+9.2% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 468 | $24.2 萬 | 0.2% | −7−1.5% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 1,400 | $23.9 萬 | 0.2% | +30+2.2% | 加碼 | 歷史 |
| FDXFedEx Corp | Stock | 839 | $23.0 萬 | 0.2% | +100+13.5% | 加碼 | 歷史 |
| MMM3M Co | Stock | 1,646 | $22.5 萬 | 0.2% | +12+0.7% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 2,628 | $22.2 萬 | 0.2% | +33+1.3% | 加碼 | 歷史 |
| Bank of Amer Corp060505682 | 7.25%CNV PFD L | 174 | $22.2 萬 | 0.2% | 00.0% | 不變 | – |
| PNCPNC Financial Services Group, Inc. | Stock | 1,176 | $21.7 萬 | 0.2% | +5+0.4% | 加碼 | 歷史 |
| WFC.PLWells Fargo & Company | PERP PFD CNV A | 167 | $21.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CRMSalesforce, Inc. | Stock | 769 | $21.0 萬 | 0.2% | +103+15.5% | 加碼 | 歷史 |
| ACGLArch Capital Group Ltd. | Stock | 1,873 | $21.0 萬 | 0.2% | +8+0.4% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 421 | $20.7 萬 | 0.2% | −36−7.9% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 613 | $20.3 萬 | 0.2% | +61+11.1% | 加碼 | 歷史 |
| DOWDow Inc. | Stock | 3,718 | $20.3 萬 | 0.2% | +17+0.5% | 加碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 449 | $20.2 萬 | 0.2% | +4+0.9% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 318 | $19.7 萬 | 0.2% | +5+1.6% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 494 | $19.3 萬 | 0.2% | +9+1.9% | 加碼 | 歷史 |
| WELLWelltower Inc. | REIT | 1,504 | $19.3 萬 | 0.2% | −78−4.9% | 減碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 909 | $18.8 萬 | 0.2% | +85+10.3% | 加碼 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 392 | $18.4 萬 | 0.2% | +2+0.5% | 加碼 | 歷史 |
2024 年第 2 季之後清倉（38 檔）
2024 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 2 季股數 | 2024 年第 2 季市值 | 2024 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| DIODDiodes Inc | COM | 718 | $5.16 萬 | <0.1% | 歷史 |
| ICLRIcon PLC | COM | 92 | $2.88 萬 | <0.1% | 歷史 |
| LEALear Corp | COM NEW | 221 | $2.52 萬 | <0.1% | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 57 | $2.20 萬 | <0.1% | 歷史 |
| MRNAModerna, Inc. | Stock | 173 | $2.05 萬 | <0.1% | 歷史 |
| SMCISuper Micro Computer, Inc. | COM | 25 | $2.05 萬 | <0.1% | 歷史 |
| OKTAOkta, Inc. | CL A | 206 | $1.93 萬 | <0.1% | 歷史 |
| WRBBerkley W R Corp | COM | 240 | $1.89 萬 | <0.1% | 歷史 |
| NUSNu Skin Enterprises, Inc. | CL A | 1,779 | $1.88 萬 | <0.1% | 歷史 |
| NENoble Corp plc | ORD SHS A | 419 | $1.87 萬 | <0.1% | 歷史 |
| LKQLKQ Corp | COM | 448 | $1.86 萬 | <0.1% | 歷史 |
| NAPADuckhorn Portfolio, Inc. | COM | 2,582 | $1.83 萬 | <0.1% | 歷史 |
| AGCOAGCO Corp | COM | 185 | $1.81 萬 | <0.1% | 歷史 |
| MKTXMarketaxess Holdings Inc | COM | 80 | $1.60 萬 | <0.1% | 歷史 |
| CERECerevel Therapeutics Holdings, Inc. | COM | 385 | $1.57 萬 | <0.1% | 歷史 |
| DCGODocGo Inc. | COM | 5,034 | $1.56 萬 | <0.1% | 歷史 |
| BOKFBok Financial Corp | COM NEW | 166 | $1.52 萬 | <0.1% | 歷史 |
| MSTRStrategy Inc | Stock | 11 | $1.52 萬 | <0.1% | 歷史 |
| WOLFWolfspeed, Inc. | Stock | 653 | $1.49 萬 | <0.1% | 歷史 |
| KHCKraft Heinz Co | Stock | 429 | $1.38 萬 | <0.1% | 歷史 |
| DLTRDollar Tree, Inc. | COM | 127 | $1.36 萬 | <0.1% | 歷史 |
| PINCPremier, Inc. | CL A | 714 | $1.33 萬 | <0.1% | 歷史 |
| GPREGreen Plains Inc. | COM | 838 | $1.33 萬 | <0.1% | 歷史 |
| OLNOLIN Corp | Stock | 280 | $1.32 萬 | <0.1% | 歷史 |
| HEHawaiian Electric Industries Inc | COM | 1,445 | $1.30 萬 | <0.1% | 歷史 |
| ALTMArcadium Lithium plc | Stock | 3,840 | $1.29 萬 | <0.1% | 歷史 |
| KNXKnight-Swift Transportation Holdings Inc. | CL A | 254 | $1.27 萬 | <0.1% | 歷史 |
| IPGPIpg Photonics Corp | COM | 150 | $1.27 萬 | <0.1% | 歷史 |
| LNTAlliant Energy Corp | Stock | 247 | $1.26 萬 | <0.1% | 歷史 |
| ACHAccendra Health Inc | Stock | 919 | $1.24 萬 | <0.1% | 歷史 |
| FIVEFive Below, Inc | COM | 113 | $1.23 萬 | <0.1% | 歷史 |
| MATMattel Inc | COM | 757 | $1.23 萬 | <0.1% | 歷史 |
| ASANAsana, Inc. | CL A | 865 | $1.21 萬 | <0.1% | 歷史 |
| GLPIGaming & Leisure Properties, Inc. | COM | 264 | $1.19 萬 | <0.1% | 歷史 |
| DAYDayforce, Inc. | COM | 238 | $1.18 萬 | <0.1% | 歷史 |
| RGENRepligen Corp | COM | 90 | $1.13 萬 | <0.1% | 歷史 |
| FIVNFive9, Inc. | COM | 257 | $1.13 萬 | <0.1% | 歷史 |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 44 | $3,201 | <0.1% | – |