Riverview Trust Co
- SEC CIK
- 0001593600
- 最新申報
- 2026/7/31
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/10/22 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 205
- 較 2025 年第 2 季 −19
- 總值
- $8,277 萬
- 較 2025 年第 2 季 +$242.6 萬 (+3.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Fidelity Merrimack STR Tr316188846 | SYSTEMATIC MUN | 362,132 | $1,804 萬 | 21.8% | −25,289−6.5% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 155,241 | $1,355 萬 | 16.4% | +432+0.3% | 加碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 17,649 | $543.3 萬 | 6.6% | 00.0% | 不變 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 48,354 | $289.7 萬 | 3.5% | 00.0% | 不變 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 25,819 | $258.8 萬 | 3.1% | 00.0% | 不變 | – |
| MSFTMicrosoft Corp | Stock | 4,677 | $242.2 萬 | 2.9% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 2,740 | $167.8 萬 | 2.0% | 00.0% | 不變 | – |
| KLACKLA Corp | COM NEW | 1,490 | $160.7 萬 | 1.9% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,604 | $151.1 萬 | 1.8% | −139−2.9% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 4,370 | $144.2 萬 | 1.7% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3,936 | $124.2 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 3,592 | $105.5 萬 | 1.3% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 4,086 | $103.9 萬 | 1.3% | −11−0.3% | 減碼 | – |
| AAPLApple Inc. | Stock | 3,652 | $93.0 萬 | 1.1% | −10−0.3% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 1,997 | $91.3 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| STXSeagate Technology Holdings plc | ORD SHS | 3,829 | $90.4 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 15,525 | $77.7 萬 | 0.9% | 00.0% | 不變 | – |
| LOWLowes Companies Inc | Stock | 3,005 | $75.5 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $75.4 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 3,193 | $73.9 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 798 | $73.9 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| BLKBlackRock, Inc. | Stock | 597 | $69.6 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 2,115 | $55.2 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 2,894 | $53.7 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 7,239 | $53.2 萬 | 0.6% | +1,024+16.5% | 加碼 | – |
| iShares Tr46435G326 | CORE MSCI INTL | 6,543 | $52.5 萬 | 0.6% | 00.0% | 不變 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 765 | $51.2 萬 | 0.6% | 00.0% | 不變 | – |
| COFCapital One Financial Corp | Stock | 2,230 | $47.4 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 5,515 | $46.0 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| ABTAbbott Laboratories | Stock | 3,251 | $43.5 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 584 | $42.9 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 2,719 | $41.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| PAYXPaychex Inc | Stock | 3,279 | $41.6 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Vanguard Wellington FD921935508 | US MOMENTUM | 2,128 | $40.8 萬 | 0.5% | −328−13.4% | 減碼 | – |
| RYRoyal Bank of Canada | Stock | 2,614 | $38.5 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,940 | $36.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 5,041 | $34.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 2,418 | $34.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| LMTLockheed Martin Corp | Stock | 653 | $32.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 3,180 | $30.7 萬 | 0.4% | 00.0% | 不變 | – |
| GOOGAlphabet Inc. | Stock | 1,256 | $30.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,392 | $30.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| ORCLOracle Corp | Stock | 1,082 | $30.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| QCOMQualcomm Inc | Stock | 1,702 | $28.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 554 | $27.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 894 | $27.2 萬 | 0.3% | −312−25.9% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 1,519 | $23.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| USBUS Bancorp DE | COM NEW | 4,836 | $23.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TAT&T Inc. | Stock | 8,146 | $23.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| COPConocoPhillips | Stock | 2,405 | $22.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 790 | $22.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Bank of Amer Corp060505682 | 7.25%CNV PFD L | 174 | $22.3 萬 | 0.3% | 00.0% | 不變 | – |
| GOOGLAlphabet Inc. | Stock | 900 | $21.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 268 | $21.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| INTCIntel Corp | Stock | 6,256 | $21.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SYYSysco Corp | Stock | 2,543 | $20.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 3,165 | $20.9 萬 | 0.3% | 00.0% | 不變 | – |
| WFC.PLWells Fargo & Company | PERP PFD CNV A | 167 | $20.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GVAGranite Construction Inc | COM | 1,879 | $20.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GEGeneral Electric Co | Stock | 664 | $20.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 1,096 | $18.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SHELShell plc | ADR | 2,629 | $18.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 2,225 | $18.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| RTXRTX Corp | Stock | 1,097 | $18.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 952 | $17.8 萬 | 0.2% | −52−5.2% | 減碼 | 歷史 |
| MMM3M Co | Stock | 1,113 | $17.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 1,196 | $17.0 萬 | 0.2% | 00.0% | 不變 | – |
| WMBWilliams Companies, Inc. | COM | 2,582 | $16.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AMGNAmgen Inc | Stock | 572 | $16.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| XELXcel Energy Inc | Stock | 1,988 | $16.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 2,685 | $15.9 萬 | 0.2% | −1,164−30.2% | 減碼 | 歷史 |
| DTEDte Energy Co | COM | 1,053 | $14.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 1,524 | $14.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ACGLArch Capital Group Ltd. | Stock | 1,597 | $14.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| FMXMexican Economic Development Inc | SPON ADR UNITS | 1,434 | $14.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ALLAllstate Corp | Stock | 650 | $14.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CAHCardinal Health Inc | Stock | 887 | $13.9 萬 | 0.2% | −150−14.5% | 減碼 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 276 | $13.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| EQTEQT Corp | Stock | 2,391 | $13.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| EAElectronic Arts Inc. | COM | 624 | $12.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| HONHoneywell International Inc | COM | 590 | $12.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NACNuveen California Quality Municipal Income Fund | COM | 10,612 | $12.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NEENextera Energy Inc | Stock | 1,554 | $11.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RIORio Tinto PLC | ADR | 1,728 | $11.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LRCXLam Research Corp | Stock | 800 | $10.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SUSuncor Energy Inc | Stock | 2,539 | $10.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 1,200 | $10.5 萬 | 0.1% | 00.0% | 不變 | – |
| TTETotalEnergies SE | SPONSORED ADS | 1,750 | $10.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 2,367 | $10.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 340 | $10.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 516 | $10.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PSXPhillips 66 | Stock | 761 | $10.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 226 | $10.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GEVGE Vernova Inc. | Stock | 166 | $10.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BWXTBWX Technologies, Inc. | COM | 550 | $10.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 3,819 | $9.73 萬 | 0.1% | −300−7.3% | 減碼 | 歷史 |
| CTRACoterra Energy Inc. | Stock | 3,901 | $9.23 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| STTState Street Corp | COM | 793 | $9.20 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GLWCorning Inc | COM | 1,061 | $8.70 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CMICummins Inc | Stock | 200 | $8.45 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2025 年第 2 季之後清倉（19 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 3,280 | $9.90 萬 | 0.1% | – |
| HPQHP Inc | Stock | 3,715 | $9.09 萬 | 0.1% | 歷史 |
| GLDSPDR Gold Trust | ETF | 200 | $6.10 萬 | 0.1% | 歷史 |
| IDAIdacorp Inc | COM | 361 | $4.17 萬 | 0.1% | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 516 | $4.04 萬 | 0.1% | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 152 | $2.93 萬 | <0.1% | – |
| iShares Inc464286681 | MSCI EQUAL WEITE | 238 | $2.36 萬 | <0.1% | – |
| CRMSalesforce, Inc. | Stock | 85 | $2.32 萬 | <0.1% | 歷史 |
| OTISOtis Worldwide Corp | Stock | 230 | $2.28 萬 | <0.1% | 歷史 |
| AGNCAGNC Investment Corp. | REIT | 2,425 | $2.23 萬 | <0.1% | 歷史 |
| BAXBaxter International Inc | Stock | 620 | $1.88 萬 | <0.1% | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 230 | $1.71 萬 | <0.1% | 歷史 |
| DTDynatrace, Inc. | Stock | 245 | $1.35 萬 | <0.1% | 歷史 |
| WAFDWafd Inc | Stock | 305 | $8,930 | <0.1% | 歷史 |
| STZConstellation Brands, Inc. | Stock | 45 | $7,321 | <0.1% | 歷史 |
| FULFuller H B Co | Stock | 118 | $7,098 | <0.1% | 歷史 |
| TAKTakeda Pharmaceutical Co Ltd | ADR | 432 | $6,679 | <0.1% | 歷史 |
| ALGNAlign Technology Inc | COM | 24 | $4,544 | <0.1% | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 6 | $1,256 | <0.1% | 歷史 |