Riverview Trust Co
- SEC CIK
- 0001593600
- 最新申報
- 2026/7/31
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/21 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 224
- 較 2025 年第 1 季 −370
- 總值
- $8,035 萬
- 較 2025 年第 1 季 −$2,098 萬 (−20.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Tr46435G326 | CORE MSCI INTL | 6,543 | $49.8 萬 | 0.6% | 00.0% | 不變 | – |
| ITWIllinois Tool Works Inc | Stock | 2,115 | $52.3 萬 | 0.7% | −546−20.5% | 減碼 | 歷史 |
| STXSeagate Technology Holdings plc | ORD SHS | 3,829 | $55.3 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 3,193 | $59.3 萬 | 0.7% | −3,013−48.5% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 597 | $62.6 萬 | 0.8% | −54−8.3% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 3,005 | $66.7 萬 | 0.8% | −791−20.8% | 減碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $72.9 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| AAPLApple Inc. | Stock | 3,662 | $75.1 萬 | 0.9% | −19,762−84.4% | 減碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 15,525 | $76.1 萬 | 0.9% | 00.0% | 不變 | – |
| COSTCostco Wholesale Corp | Stock | 798 | $79.0 萬 | 1.0% | −200−20.0% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 4,097 | $97.1 萬 | 1.2% | 00.0% | 不變 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 3,592 | $100.5 萬 | 1.3% | 00.0% | 不變 | – |
| DEDeere & Co | Stock | 1,997 | $101.5 萬 | 1.3% | −363−15.4% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3,936 | $114.1 萬 | 1.4% | −3,922−49.9% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 4,370 | $120.5 萬 | 1.5% | −3,523−44.6% | 減碼 | 歷史 |
| KLACKLA Corp | COM NEW | 1,490 | $133.5 萬 | 1.7% | −206−12.1% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,743 | $144.2 萬 | 1.8% | 00.0% | 不變 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 2,740 | $155.6 萬 | 1.9% | 00.0% | 不變 | – |
| MSFTMicrosoft Corp | Stock | 4,677 | $232.6 萬 | 2.9% | −5,564−54.3% | 減碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 25,819 | $256.1 萬 | 3.2% | 00.0% | 不變 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 48,354 | $275.7 萬 | 3.4% | 00.0% | 不變 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 17,649 | $503.5 萬 | 6.3% | 00.0% | 不變 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 154,809 | $1,292 萬 | 16.1% | −1,331−0.9% | 減碼 | – |
| Fidelity Merrimack STR Tr316188846 | SYSTEMATIC MUN | 387,421 | $1,884 萬 | 23.5% | +387,421 | 新進 | – |
2025 年第 1 季之後清倉（379 檔）
2025 年第 1 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 379 檔。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard Real Estate ETF922908553 | ETF | 12,198 | $110.4 萬 | 1.1% | – |
| LLYEli Lilly & Co | Stock | 621 | $51.3 萬 | 0.5% | 歷史 |
| MNSTMonster Beverage Corp | COM | 7,142 | $41.8 萬 | 0.4% | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 3,386 | $40.3 萬 | 0.4% | 歷史 |
| NVSNovartis AG | ADR | 2,296 | $25.6 萬 | 0.3% | 歷史 |
| LINLinde PLC | Stock | 503 | $23.4 萬 | 0.2% | 歷史 |
| BSXBoston Scientific Corp | Stock | 2,237 | $22.6 萬 | 0.2% | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 415 | $20.6 萬 | 0.2% | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 43 | $19.8 萬 | 0.2% | 歷史 |
| FISVFiserv Inc | Stock | 877 | $19.4 萬 | 0.2% | 歷史 |
| INTUIntuit Inc. | Stock | 313 | $19.2 萬 | 0.2% | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 334 | $18.4 萬 | 0.2% | 歷史 |
| SYKStryker Corp | Stock | 479 | $17.8 萬 | 0.2% | 歷史 |
| ADBEAdobe Inc. | Stock | 460 | $17.6 萬 | 0.2% | 歷史 |
| CMECME Group Inc. | COM | 659 | $17.5 萬 | 0.2% | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 1,494 | $16.7 萬 | 0.2% | 歷史 |
| CATCaterpillar Inc | Stock | 485 | $16.0 萬 | 0.2% | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 1,821 | $15.4 萬 | 0.2% | 歷史 |
| WMWaste Management Inc | Stock | 655 | $15.2 萬 | 0.1% | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 474 | $14.5 萬 | 0.1% | 歷史 |
| UBERUber Technologies, Inc | Stock | 1,935 | $14.1 萬 | 0.1% | 歷史 |
| APHAmphenol Corp | CL A | 2,143 | $14.1 萬 | 0.1% | 歷史 |
| RCLRoyal Caribbean Cruises Ltd | COM | 667 | $13.7 萬 | 0.1% | 歷史 |
| BACBank of America Corp | Stock | 3,165 | $13.2 萬 | 0.1% | 歷史 |
| WFCWells Fargo & Company | Stock | 1,710 | $12.3 萬 | 0.1% | 歷史 |
| SHWSherwin Williams Co | COM | 344 | $12.0 萬 | 0.1% | 歷史 |
| NOWServiceNow, Inc. | Stock | 149 | $11.9 萬 | 0.1% | 歷史 |
| EQIXEquinix Inc | COM | 140 | $11.4 萬 | 0.1% | 歷史 |
| CEGConstellation Energy Corp | Stock | 556 | $11.2 萬 | 0.1% | 歷史 |
| PMPhilip Morris International Inc. | Stock | 705 | $11.2 萬 | 0.1% | 歷史 |
| SNPSSynopsys Inc | COM | 255 | $10.9 萬 | 0.1% | 歷史 |
| DASHDoorDash, Inc. | Stock | 584 | $10.7 萬 | 0.1% | 歷史 |
| CHDChurch & Dwight Co Inc | COM | 948 | $10.4 萬 | 0.1% | 歷史 |
| ACNAccenture plc | Stock | 324 | $10.1 萬 | 0.1% | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 397 | $10.1 萬 | 0.1% | 歷史 |
| MSMorgan Stanley | Stock | 841 | $9.81 萬 | 0.1% | 歷史 |
| TJXTJX Companies Inc | Stock | 792 | $9.65 萬 | 0.1% | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 2,527 | $9.57 萬 | 0.1% | 歷史 |
| ABNBAirbnb, Inc. | Stock | 792 | $9.46 萬 | 0.1% | 歷史 |
| ZTSZoetis Inc. | Stock | 551 | $9.07 萬 | 0.1% | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 131 | $7.60 萬 | 0.1% | 歷史 |
| TTTrane Technologies plc | SHS | 220 | $7.41 萬 | 0.1% | 歷史 |
| CBChubb Ltd | Stock | 242 | $7.31 萬 | 0.1% | 歷史 |
| TDGTransDigm Group INC | COM | 51 | $7.05 萬 | 0.1% | 歷史 |
| PHParker-Hannifin Corp | Stock | 114 | $6.93 萬 | 0.1% | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 139 | $6.92 萬 | 0.1% | 歷史 |
| CTASCintas Corp | Stock | 332 | $6.82 萬 | 0.1% | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 197 | $6.80 萬 | 0.1% | 歷史 |
| WDAYWorkday, Inc. | CL A | 290 | $6.77 萬 | 0.1% | 歷史 |
| EDConsolidated Edison Inc | Stock | 597 | $6.60 萬 | 0.1% | 歷史 |
| VSTVistra Corp. | Stock | 558 | $6.55 萬 | 0.1% | 歷史 |
| PWRQuanta Services, Inc. | COM | 255 | $6.48 萬 | 0.1% | 歷史 |
| MCKMcKesson Corp | Stock | 91 | $6.12 萬 | 0.1% | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 174 | $6.01 萬 | 0.1% | 歷史 |
| IDCCInterDigital, Inc. | COM | 288 | $5.95 萬 | 0.1% | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 60 | $5.93 萬 | 0.1% | 歷史 |
| FBINFortune Brands Innovations, Inc. | COM | 962 | $5.86 萬 | 0.1% | 歷史 |
| KDPKeurig Dr Pepper Inc. | COM | 1,710 | $5.85 萬 | 0.1% | 歷史 |
| MOAltria Group, Inc. | Stock | 967 | $5.80 萬 | 0.1% | 歷史 |
| FCNCAFirst Citizens Bancshares Inc | CL A | 30 | $5.56 萬 | 0.1% | 歷史 |
| EVRGEvergy, Inc. | Stock | 804 | $5.54 萬 | 0.1% | 歷史 |
| APOApollo Global Management, Inc. | COM | 401 | $5.49 萬 | 0.1% | 歷史 |
| SPGIS&P Global Inc. | Stock | 105 | $5.34 萬 | 0.1% | 歷史 |
| CPRTCopart Inc | COM | 936 | $5.30 萬 | 0.1% | 歷史 |
| TXNTexas Instruments Inc | Stock | 292 | $5.25 萬 | 0.1% | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 36 | $5.16 萬 | 0.1% | 歷史 |
| BXBlackstone Inc. | COM | 367 | $5.13 萬 | 0.1% | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 170 | $5.06 萬 | <0.1% | 歷史 |
| DHRDanaher Corp | Stock | 242 | $4.96 萬 | <0.1% | 歷史 |
| AZOAutoZone Inc | COM | 13 | $4.96 萬 | <0.1% | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 340 | $4.95 萬 | <0.1% | 歷史 |
| MTSIMACOM Technology Solutions Holdings, Inc. | COM | 492 | $4.94 萬 | <0.1% | 歷史 |
| VIRTVirtu Financial, Inc. | CL A | 1,290 | $4.92 萬 | <0.1% | 歷史 |
| HRLHormel Foods Corp | COM | 1,572 | $4.86 萬 | <0.1% | 歷史 |
| MSCIMSCI Inc. | Stock | 84 | $4.75 萬 | <0.1% | 歷史 |
| SEISolaris Energy Infrastructure, Inc. | COM CL A | 2,161 | $4.70 萬 | <0.1% | 歷史 |
| RMDResmed Inc | COM | 210 | $4.70 萬 | <0.1% | 歷史 |
| CPBCAMPBELL'S Co | COM | 1,143 | $4.56 萬 | <0.1% | 歷史 |
| WTRGEssential Utilities, Inc. | COM | 1,154 | $4.56 萬 | <0.1% | 歷史 |
| DFSDiscover Financial Services | COM | 257 | $4.39 萬 | <0.1% | 歷史 |
| CORCencora, Inc. | Stock | 155 | $4.31 萬 | <0.1% | 歷史 |
| BMRCBank of Marin Bancorp | COM | 1,950 | $4.30 萬 | <0.1% | 歷史 |
| NNNNNN REIT, Inc. | REIT | 1,007 | $4.29 萬 | <0.1% | 歷史 |
| BKHBlack Hills Corp | COM | 704 | $4.27 萬 | <0.1% | 歷史 |
| MDLZMondelez International, Inc. | Stock | 625 | $4.24 萬 | <0.1% | 歷史 |
| STLDSteel Dynamics Inc | COM | 338 | $4.23 萬 | <0.1% | 歷史 |
| DGXQuest Diagnostics Inc | COM | 248 | $4.20 萬 | <0.1% | 歷史 |
| TRGPTarga Resources Corp. | COM | 209 | $4.19 萬 | <0.1% | 歷史 |
| BABoeing Co | Stock | 245 | $4.18 萬 | <0.1% | 歷史 |
| HUBBHubbell Inc | COM | 126 | $4.17 萬 | <0.1% | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 180 | $4.17 萬 | <0.1% | 歷史 |
| NKENIKE, Inc. | Stock | 655 | $4.16 萬 | <0.1% | 歷史 |
| WINGWingstop Inc. | COM | 180 | $4.06 萬 | <0.1% | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 813 | $4.01 萬 | <0.1% | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 113 | $3.98 萬 | <0.1% | 歷史 |
| ODFLOld Dominion Freight Line, Inc. | COM | 240 | $3.97 萬 | <0.1% | 歷史 |
| BIIBBiogen Inc. | COM | 286 | $3.91 萬 | <0.1% | 歷史 |
| GMGeneral Motors Co | COM | 830 | $3.90 萬 | <0.1% | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 353 | $3.88 萬 | <0.1% | 歷史 |
| PSAPublic Storage | COM | 129 | $3.86 萬 | <0.1% | 歷史 |