Riverview Trust Co
- SEC CIK
- 0001593600
- 最新申報
- 2026/7/31
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/5/1 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 202
- 較 2025 年第 4 季 −17
- 總值
- $8,120 萬
- 較 2025 年第 4 季 −$186.0 萬 (−2.2%)
| 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 | 351,465 | $1,744 萬 | 21.5% | 00.0% | 不變 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 157,220 | $1,423 萬 | 17.5% | +182+0.1% | 加碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 17,649 | $527.4 萬 | 6.5% | 00.0% | 不變 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 48,354 | $309.9 萬 | 3.8% | 00.0% | 不變 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 25,819 | $256.3 萬 | 3.2% | 00.0% | 不變 | – |
| KLACKLA Corp | COM NEW | 1,490 | $219.4 萬 | 2.7% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 4,688 | $173.5 萬 | 2.1% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 2,740 | $163.7 萬 | 2.0% | 00.0% | 不變 | – |
| STXSeagate Technology Holdings plc | ORD SHS | 3,829 | $150.0 萬 | 1.8% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,604 | $147.7 萬 | 1.8% | 00.0% | 不變 | – |
| AVGOBroadcom Inc. | Stock | 4,387 | $135.8 萬 | 1.7% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3,936 | $115.8 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| DEDeere & Co | Stock | 1,997 | $112.5 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 3,906 | $112.2 萬 | 1.4% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 3,948 | $103.4 萬 | 1.3% | −138−3.4% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,054 | $98.4 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| AAPLApple Inc. | Stock | 3,623 | $91.9 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 803 | $80.0 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 2,925 | $71.5 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| LOWLowes Companies Inc | Stock | 3,025 | $71.5 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 3,193 | $69.4 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| BLKBlackRock, Inc. | Stock | 585 | $56.3 萬 | 0.7% | −12−2.0% | 減碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 7,239 | $55.8 萬 | 0.7% | 00.0% | 不變 | – |
| ITWIllinois Tool Works Inc | Stock | 2,115 | $55.1 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| iShares Tr46435G326 | CORE MSCI INTL | 6,000 | $50.1 萬 | 0.6% | −543−8.3% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 720 | $47.0 萬 | 0.6% | 00.0% | 不變 | – |
| PEGPublic Service Enterprise Group Inc | COM | 5,515 | $44.6 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| RYRoyal Bank of Canada | Stock | 2,614 | $42.3 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Vanguard Wellington FD921935508 | US MOMENTUM | 2,128 | $41.9 萬 | 0.5% | 00.0% | 不變 | – |
| COFCapital One Financial Corp | Stock | 2,230 | $40.7 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 5,041 | $39.1 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 2,700 | $39.0 萬 | 0.5% | −19−0.7% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 642 | $38.8 萬 | 0.5% | −11−1.7% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 2,418 | $37.5 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| ABTAbbott Laboratories | Stock | 3,251 | $33.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| COPConocoPhillips | Stock | 2,405 | $31.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 3,180 | $30.9 萬 | 0.4% | 00.0% | 不變 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 2,154 | $30.7 萬 | 0.4% | 00.0% | 不變 | – |
| CVXChevron Corp | Stock | 1,472 | $30.5 萬 | 0.4% | −47−3.1% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,740 | $30.3 萬 | 0.4% | −200−10.3% | 減碼 | 歷史 |
| PAYXPaychex Inc | Stock | 3,279 | $30.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,392 | $29.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 945 | $27.1 萬 | 0.3% | −311−24.8% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 865 | $26.9 萬 | 0.3% | −29−3.2% | 減碼 | 歷史 |
| CSXCSX Corp | Stock | 6,336 | $26.0 萬 | 0.3% | +4,461+237.9% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 900 | $25.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 3,526 | $24.6 萬 | 0.3% | 00.0% | 不變 | – |
| TAT&T Inc. | Stock | 8,146 | $23.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| USBUS Bancorp DE | COM NEW | 4,540 | $23.6 萬 | 0.3% | −296−6.1% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 268 | $22.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 396 | $22.7 萬 | 0.3% | −188−32.2% | 減碼 | 歷史 |
| GVAGranite Construction Inc | COM | 1,879 | $22.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| RTXRTX Corp | Stock | 1,133 | $21.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| QCOMQualcomm Inc | Stock | 1,589 | $20.5 萬 | 0.3% | −113−6.6% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 546 | $19.2 萬 | 0.2% | −26−4.5% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 790 | $19.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GEGeneral Electric Co | Stock | 664 | $18.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 2,582 | $18.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CAHCardinal Health Inc | Stock | 887 | $18.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 1,017 | $18.3 萬 | 0.2% | −79−7.2% | 減碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 1,196 | $18.1 萬 | 0.2% | 00.0% | 不變 | – |
| SHELShell plc | ADR | 1,889 | $17.6 萬 | 0.2% | −740−28.1% | 減碼 | 歷史 |
| LRCXLam Research Corp | Stock | 800 | $17.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MMM3M Co | Stock | 1,113 | $16.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ACGLArch Capital Group Ltd. | Stock | 1,674 | $16.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ORCLOracle Corp | Stock | 1,082 | $15.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| XELXcel Energy Inc | Stock | 1,988 | $15.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SYYSysco Corp | Stock | 2,196 | $15.7 萬 | 0.2% | −347−13.6% | 減碼 | 歷史 |
| EQTEQT Corp | Stock | 2,391 | $15.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GEVGE Vernova Inc. | Stock | 166 | $14.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NEENextera Energy Inc | Stock | 1,554 | $14.4 萬 | 0.2% | −66−4.1% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 1,524 | $14.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DTEDte Energy Co | COM | 947 | $13.8 萬 | 0.2% | −106−10.1% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 1,080 | $13.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CMICummins Inc | Stock | 239 | $12.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PSXPhillips 66 | Stock | 703 | $12.8 萬 | 0.2% | −58−7.6% | 減碼 | 歷史 |
| EAElectronic Arts Inc. | COM | 624 | $12.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NACNuveen California Quality Municipal Income Fund | COM | 10,612 | $12.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 276 | $12.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 750 | $11.8 萬 | 0.1% | −120−13.8% | 減碼 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 340 | $11.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GLWCorning Inc | COM | 850 | $11.6 萬 | 0.1% | −211−19.9% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 2,286 | $11.5 萬 | 0.1% | −81−3.4% | 減碼 | 歷史 |
| BWXTBWX Technologies, Inc. | COM | 550 | $11.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| INTCIntel Corp | Stock | 2,532 | $11.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 365 | $10.5 萬 | 0.1% | +365 | 新進 | 歷史 |
| ALLAllstate Corp | Stock | 487 | $10.1 萬 | 0.1% | −163−25.1% | 減碼 | 歷史 |
| STTState Street Corp | COM | 793 | $10.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| UNPUnion Pacific Corp | Stock | 410 | $9.95 萬 | 0.1% | +320+355.6% | 加碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 226 | $9.81 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 786 | $9.77 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 436 | $9.07 萬 | 0.1% | −80−15.5% | 減碼 | 歷史 |
| FDXFedEx Corp | Stock | 234 | $8.33 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 1,800 | $8.26 萬 | 0.1% | −600−25.0% | 減碼 | – |
| WELLWelltower Inc. | REIT | 400 | $7.91 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AFLAflac Inc | Stock | 696 | $7.64 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 1,254 | $7.61 萬 | 0.1% | −217−14.8% | 減碼 | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 520 | $7.58 萬 | 0.1% | 00.0% | 不變 | – |
| DRIDarden Restaurants Inc | COM | 380 | $7.45 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 217 | $7.45 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2025 年第 4 季之後清倉（28 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Bank of Amer Corp060505682 | 7.25%CNV PFD L | 174 | $21.8 萬 | 0.3% | – |
| WFC.PLWells Fargo & Company | PERP PFD CNV A | 167 | $20.2 萬 | 0.2% | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 2,385 | $15.6 萬 | 0.2% | 歷史 |
| FMXMexican Economic Development Inc | SPON ADR UNITS | 1,434 | $14.5 萬 | 0.2% | 歷史 |
| TTETotalEnergies SE | ACT | 1,750 | $11.4 萬 | 0.1% | 歷史 |
| SUSuncor Energy Inc | Stock | 2,539 | $11.3 萬 | 0.1% | 歷史 |
| VLOValero Energy Corp | Stock | 409 | $6.66 萬 | 0.1% | 歷史 |
| ROPRoper Technologies Inc | Stock | 99 | $4.41 萬 | 0.1% | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 260 | $2.39 萬 | <0.1% | 歷史 |
| DNPDNP Select Income Fund Inc | COM | 1,000 | $9,990 | <0.1% | 歷史 |
| MICCMagnum Ice Cream Co N.V. | ORD SHS | 536 | $8,563 | <0.1% | 歷史 |
| ARK Innovation ETF00214Q104 | ETF | 100 | $7,692 | <0.1% | – |
| DPZDominos Pizza Inc | COM | 18 | $7,503 | <0.1% | 歷史 |
| SOLSSolstice Advanced Materials Inc. | COM SHS | 145 | $7,044 | <0.1% | 歷史 |
| ACNAccenture plc | Stock | 22 | $5,903 | <0.1% | 歷史 |
| PLDPrologis, Inc. | REIT | 46 | $5,872 | <0.1% | 歷史 |
| SOLVSolventum Corp | Stock | 70 | $5,547 | <0.1% | 歷史 |
| SPGIS&P Global Inc. | Stock | 10 | $5,226 | <0.1% | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 16 | $4,116 | <0.1% | 歷史 |
| QQnity Electronics, Inc. | COMMON STOCK | 37 | $3,021 | <0.1% | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 74 | $2,975 | <0.1% | 歷史 |
| STRAStrategic Education, Inc. | COM | 33 | $2,647 | <0.1% | 歷史 |
| NMLNeuberger Energy Infrastructure & Income Fund Inc. | COM | 300 | $2,550 | <0.1% | 歷史 |
| DDD3D Systems Corp | COM NEW | 1,000 | $1,770 | <0.1% | 歷史 |
| DOWDow Inc. | Stock | 74 | $1,730 | <0.1% | 歷史 |
| VFCV F Corp | Stock | 50 | $904 | <0.1% | 歷史 |
| KTBKontoor Brands, Inc. | Stock | 7 | $428 | <0.1% | 歷史 |
| STEXStreamex Corp. | COM | 60 | $182 | <0.1% | 歷史 |