Riverview Trust Co
- SEC CIK
- 0001593600
- 最新申報
- 2026/7/31
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/31 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 166
- 較 2026 年第 1 季 −36
- 總值
- $8,394 萬
- 較 2026 年第 1 季 +$274.0 萬 (+3.4%)
| 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 | 289,629 | $1,460 萬 | 17.4% | −61,836−17.6% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 146,064 | $1,411 萬 | 16.8% | −11,156−7.1% | 減碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 17,649 | $607.0 萬 | 7.2% | 00.0% | 不變 | – |
| KLACKLA Corp | COM NEW | 14,900 | $449.5 萬 | 5.4% | 00.0% | 不變依 10 比 1 拆股換算 | 歷史 |
| STXSeagate Technology Holdings plc | ORD SHS | 3,829 | $369.5 萬 | 4.4% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 48,354 | $344.5 萬 | 4.1% | 00.0% | 不變 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 21,200 | $209.8 萬 | 2.5% | −4,619−17.9% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 2,740 | $188.2 萬 | 2.2% | 00.0% | 不變 | – |
| MSFTMicrosoft Corp | Stock | 4,568 | $170.4 萬 | 2.0% | −120−2.6% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,604 | $170.4 萬 | 2.0% | 00.0% | 不變 | – |
| AVGOBroadcom Inc. | Stock | 4,387 | $165.7 萬 | 2.0% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3,936 | $128.8 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| DEDeere & Co | Stock | 1,997 | $126.7 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 15,624 | $125.9 萬 | 1.5% | 00.0% | 不變依 4 比 1 拆股換算 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,054 | $102.8 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| AAPLApple Inc. | Stock | 3,405 | $98.5 萬 | 1.2% | −218−6.0% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 3,118 | $94.5 萬 | 1.1% | −830−21.0% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 803 | $75.1 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 2,925 | $74.3 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| LOWLowes Companies Inc | Stock | 3,025 | $66.7 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,593 | $65.3 萬 | 0.8% | −600−18.8% | 減碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 7,239 | $61.9 萬 | 0.7% | 00.0% | 不變 | – |
| CSCOCisco Systems, Inc. | Stock | 5,041 | $59.2 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 2,115 | $57.2 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| BLKBlackRock, Inc. | Stock | 585 | $56.3 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| RYRoyal Bank of Canada | Stock | 2,614 | $54.1 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 720 | $53.9 萬 | 0.6% | 00.0% | 不變 | – |
| PEGPublic Service Enterprise Group Inc | COM | 5,515 | $44.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| COFCapital One Financial Corp | Stock | 2,230 | $44.7 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 2,700 | $39.6 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 2,154 | $35.4 萬 | 0.4% | 00.0% | 不變 | – |
| INTCIntel Corp | Stock | 2,532 | $35.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 3,180 | $35.1 萬 | 0.4% | 00.0% | 不變 | – |
| NVDANVIDIA Corp | Stock | 1,740 | $34.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| LRCXLam Research Corp | Stock | 800 | $34.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 2,418 | $32.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| LMTLockheed Martin Corp | Stock | 642 | $32.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| PAYXPaychex Inc | Stock | 3,279 | $32.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 900 | $32.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| GVAGranite Construction Inc | COM | 1,879 | $29.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| ABTAbbott Laboratories | Stock | 3,251 | $29.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 3,526 | $29.2 萬 | 0.3% | 00.0% | 不變 | – |
| CSXCSX Corp | Stock | 6,036 | $28.7 萬 | 0.3% | −300−4.7% | 減碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 4,441 | $26.8 萬 | 0.3% | −99−2.2% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,097 | $26.1 萬 | 0.3% | −295−21.2% | 減碼 | 歷史 |
| COPConocoPhillips | Stock | 2,405 | $25.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| GEGeneral Electric Co | Stock | 664 | $24.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 865 | $23.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 396 | $22.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 630 | $22.3 萬 | 0.3% | −315−33.3% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 790 | $22.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 1,322 | $21.9 萬 | 0.3% | −150−10.2% | 減碼 | 歷史 |
| GLWCorning Inc | COM | 850 | $21.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CAHCardinal Health Inc | Stock | 887 | $21.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AMGNAmgen Inc | Stock | 546 | $19.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GEVGE Vernova Inc. | Stock | 166 | $19.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 190 | $19.2 萬 | 0.2% | −78−29.1% | 減碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 2,582 | $19.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 1,196 | $18.7 萬 | 0.2% | 00.0% | 不變 | – |
| SYYSysco Corp | Stock | 2,196 | $18.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 1,017 | $18.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MMM3M Co | Stock | 1,113 | $18.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CMICummins Inc | Stock | 239 | $17.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TAT&T Inc. | Stock | 8,146 | $16.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| RTXRTX Corp | Stock | 888 | $16.8 萬 | 0.2% | −245−21.6% | 減碼 | 歷史 |
| ACGLArch Capital Group Ltd. | Stock | 1,674 | $16.2 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 |
| ORCLOracle Corp | Stock | 1,082 | $15.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SHELShell plc | ADR | 1,889 | $14.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DTEDte Energy Co | COM | 947 | $14.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 1,524 | $14.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 1,080 | $13.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NEENextera Energy Inc | Stock | 1,554 | $13.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| STTState Street Corp | COM | 793 | $13.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 2,233 | $13.4 萬 | 0.2% | +2,233 | 新進 | 歷史 |
| NACNuveen California Quality Municipal Income Fund | COM | 10,612 | $12.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| EQTEQT Corp | Stock | 2,391 | $12.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 276 | $12.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PSXPhillips 66 | Stock | 703 | $11.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ALLAllstate Corp | Stock | 487 | $11.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 710 | $10.7 萬 | 0.1% | −40−5.3% | 減碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 436 | $10.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BWXTBWX Technologies, Inc. | COM | 550 | $10.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| EAElectronic Arts Inc. | COM | 484 | $9.92 萬 | 0.1% | −140−22.4% | 減碼 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 340 | $9.88 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 2,286 | $9.68 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 226 | $9.39 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WELLWelltower Inc. | REIT | 400 | $9.08 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 520 | $8.56 萬 | 0.1% | 00.0% | 不變 | – |
| QCOMQualcomm Inc | Stock | 458 | $8.46 萬 | 0.1% | −1,131−71.2% | 減碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 265 | $8.34 萬 | 0.1% | −100−27.4% | 減碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 1,800 | $8.16 萬 | 0.1% | 00.0% | 不變 | – |
| AFLAflac Inc | Stock | 696 | $8.16 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 269 | $8.08 萬 | 0.1% | 00.0% | 不變 | – |
| DRIDarden Restaurants Inc | COM | 380 | $7.83 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 217 | $7.69 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 533 | $7.56 萬 | 0.1% | 00.0% | 不變 | – |
| FDXFedEx Corp | Stock | 234 | $7.33 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 1,254 | $7.23 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TFCTruist Financial Corp | COM | 1,296 | $6.46 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2026 年第 1 季之後清倉（41 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr46435G326 | CORE MSCI INTL | 6,000 | $50.1 萬 | 0.6% | – |
| Vanguard Wellington FD921935508 | US MOMENTUM | 2,128 | $41.9 萬 | 0.5% | – |
| HONHoneywell International Inc | COM | 265 | $5.99 萬 | 0.1% | 歷史 |
| MUMicron Technology Inc | Stock | 170 | $5.74 萬 | 0.1% | 歷史 |
| CCitigroup Inc | Stock | 435 | $4.93 萬 | 0.1% | 歷史 |
| ANETArista Networks, Inc. | Stock | 332 | $4.08 萬 | 0.1% | 歷史 |
| GILGildan Activewear Inc. | Stock | 610 | $3.39 萬 | <0.1% | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 140 | $2.94 萬 | <0.1% | 歷史 |
| CTVACorteva, Inc. | Stock | 335 | $2.80 萬 | <0.1% | 歷史 |
| LHLabcorp Holdings Inc. | Stock | 104 | $2.77 萬 | <0.1% | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 55 | $2.46 萬 | <0.1% | 歷史 |
| FTNTFortinet, Inc. | Stock | 275 | $2.25 萬 | <0.1% | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 461 | $2.22 萬 | <0.1% | – |
| PGRProgressive Corp | Stock | 109 | $2.16 萬 | <0.1% | 歷史 |
| SRESempra | Stock | 210 | $2.04 萬 | <0.1% | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 95 | $1.93 萬 | <0.1% | 歷史 |
| MDTMedtronic plc | Stock | 220 | $1.91 萬 | <0.1% | 歷史 |
| CPTCamden Property Trust | REIT | 175 | $1.71 萬 | <0.1% | 歷史 |
| CICigna Group | Stock | 55 | $1.47 萬 | <0.1% | 歷史 |
| LUVSouthwest Airlines Co | COM | 348 | $1.31 萬 | <0.1% | 歷史 |
| EXCExelon Corp | Stock | 223 | $1.09 萬 | <0.1% | 歷史 |
| PFEPfizer Inc | Stock | 321 | $9,014 | <0.1% | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 125 | $7,669 | <0.1% | 歷史 |
| CVSCVS Health Corp | Stock | 105 | $7,541 | <0.1% | 歷史 |
| DOXAmdocs Ltd | SHS | 115 | $7,505 | <0.1% | 歷史 |
| BGBunge Global SA | COM SHS | 48 | $6,106 | <0.1% | 歷史 |
| J P Morgan Exchange Traded F46641Q217 | BETABULDRS JAPAN | 76 | $5,237 | <0.1% | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 224 | $5,132 | <0.1% | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 61 | $4,492 | <0.1% | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 49 | $4,055 | <0.1% | – |
| J P Morgan Exchange Traded F46641Q233 | BETA DEVE EX ETF | 56 | $3,329 | <0.1% | – |
| J P Morgan Exchange Traded F46641Q225 | BETA CDA ETF NEW | 35 | $3,292 | <0.1% | – |
| J P Morgan Exchange Traded F46641Q191 | BETA EURO ET NE | 44 | $3,186 | <0.1% | – |
| iShares Tr464288588 | MBS ETF | 32 | $3,038 | <0.1% | – |
| COLBColumbia Banking System, Inc. | COM | 96 | $2,633 | <0.1% | 歷史 |
| WUWestern Union CO | Stock | 257 | $2,244 | <0.1% | 歷史 |
| VTRSViatris Inc | Stock | 39 | $527 | <0.1% | 歷史 |
| ANGIAngi Inc. | CL A NEW | 66 | $452 | <0.1% | 歷史 |
| ADNTAdient plc | Stock | 10 | $202 | <0.1% | 歷史 |
| OGNOrganon & Co. | Stock | 19 | $114 | <0.1% | 歷史 |
| EMBCEmbecta Corp. | Stock | 8 | $71 | <0.1% | 歷史 |