River Wealth Advisors LLC
- SEC CIK
- 0001642570
- 最新申報
- 2026/8/4
2021 年第 2 季持倉
持倉截至 2021/6/30，2021/8/6 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。
- 持股檔數
- 213
- 較 2021 年第 1 季 +4
- 總值
- $5.71 億
- 較 2021 年第 1 季 +$3,821 萬 (+7.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 186,462 | $2,554 萬 | 4.5% | −850.0% | 減碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 352,533 | $2,235 萬 | 3.9% | +6,129+1.8% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 83,129 | $1,907 萬 | 3.3% | +1,773+2.2% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 40,876 | $1,757 萬 | 3.1% | +2,162+5.6% | 加碼 | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 60,050 | $1,740 萬 | 3.0% | +244+0.4% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 63,462 | $1,719 萬 | 3.0% | +206+0.3% | 加碼 | 歷史 |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 179,443 | $1,556 萬 | 2.7% | +5,078+2.9% | 加碼 | – |
| iShares Russell Midcap ETF464287499 | ETF | 190,063 | $1,506 萬 | 2.6% | +2,632+1.4% | 加碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 271,816 | $1,499 萬 | 2.6% | +21,828+8.7% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 174,262 | $1,497 萬 | 2.6% | +1,594+0.9% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 3,391 | $1,167 萬 | 2.0% | +24+0.7% | 加碼 | 歷史 |
| iShares Tr46434V100 | 0-5YR INVT GR CP | 218,723 | $1,134 萬 | 2.0% | +21,886+11.1% | 加碼 | – |
| VVisa Inc. | Stock | 45,579 | $1,066 萬 | 1.9% | +447+1.0% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 4,227 | $1,032 萬 | 1.8% | −17−0.4% | 減碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 157,413 | $854.9 萬 | 1.5% | +1,510+1.0% | 加碼 | – |
| SYKStryker Corp | Stock | 32,829 | $852.7 萬 | 1.5% | +330+1.0% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 47,332 | $832.0 萬 | 1.5% | +1,097+2.4% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 53,207 | $827.6 萬 | 1.4% | +170.0% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 27,614 | $814.0 萬 | 1.4% | +678+2.5% | 加碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 19,154 | $731.3 萬 | 1.3% | +252+1.3% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 19,284 | $704.0 萬 | 1.2% | −28−0.1% | 減碼 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 34,577 | $652.1 萬 | 1.1% | +134+0.4% | 加碼 | – |
| APDAir Products & Chemicals, Inc. | Stock | 21,435 | $616.7 萬 | 1.1% | −95−0.4% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 137,818 | $568.2 萬 | 1.0% | +389+0.3% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 37,331 | $553.1 萬 | 1.0% | +519+1.4% | 加碼 | 歷史 |
| TELTE Connectivity plc | REG SHS | 38,204 | $516.6 萬 | 0.9% | −73−0.2% | 減碼 | 歷史 |
| TTTrane Technologies plc | SHS | 27,799 | $511.9 萬 | 0.9% | +150+0.5% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 26,136 | $507.0 萬 | 0.9% | +579+2.3% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 60,746 | $479.2 萬 | 0.8% | +1,106+1.9% | 加碼 | – |
| PNCPNC Financial Services Group, Inc. | Stock | 25,082 | $478.5 萬 | 0.8% | −137−0.5% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 17,329 | $465.7 萬 | 0.8% | −36−0.2% | 減碼 | – |
| AMGNAmgen Inc | Stock | 19,001 | $463.1 萬 | 0.8% | +487+2.6% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,774 | $444.6 萬 | 0.8% | −12−0.7% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 29,628 | $439.0 萬 | 0.8% | +347+1.2% | 加碼 | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 39,504 | $416.1 萬 | 0.7% | −454−1.1% | 減碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 49,631 | $410.5 萬 | 0.7% | +597+1.2% | 加碼 | – |
| CSLCarlisle Companies Inc | COM | 21,437 | $410.3 萬 | 0.7% | +311+1.5% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 15,142 | $406.4 萬 | 0.7% | −112−0.7% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 7,991 | $403.1 萬 | 0.7% | +216+2.8% | 加碼 | 歷史 |
| ARWArrow Electronics, Inc. | COM | 35,188 | $400.5 萬 | 0.7% | −1,143−3.1% | 減碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 32,713 | $391.0 萬 | 0.7% | +106+0.3% | 加碼 | 歷史 |
| TFCTruist Financial Corp | COM | 66,870 | $371.1 萬 | 0.6% | −2,625−3.8% | 減碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 23,565 | $364.5 萬 | 0.6% | +160+0.7% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 10,325 | $359.0 萬 | 0.6% | −205−1.9% | 減碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 62,338 | $355.1 萬 | 0.6% | +562+0.9% | 加碼 | 歷史 |
| HUNHuntsman CORP | COM | 132,438 | $351.2 萬 | 0.6% | −2,628−1.9% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 9,783 | $346.7 萬 | 0.6% | +13+0.1% | 加碼 | – |
| DHIHorton D R Inc | COM | 37,848 | $342.0 萬 | 0.6% | +1,618+4.5% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 43,828 | $341.2 萬 | 0.6% | −775−1.7% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 10,433 | $332.7 萬 | 0.6% | +39+0.4% | 加碼 | 歷史 |
| FITBFifth Third Bancorp | COM | 86,740 | $331.6 萬 | 0.6% | −338−0.4% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 14,712 | $322.7 萬 | 0.6% | +223+1.5% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 30,500 | $319.5 萬 | 0.6% | −722−2.3% | 減碼 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 40,041 | $313.4 萬 | 0.5% | −116−0.3% | 減碼 | – |
| STZConstellation Brands, Inc. | Stock | 13,351 | $312.3 萬 | 0.5% | +577+4.5% | 加碼 | 歷史 |
| PHMPultegroup Inc | COM | 57,086 | $311.5 萬 | 0.5% | −1,261−2.2% | 減碼 | 歷史 |
| LINLinde PLC | SHS | 10,669 | $308.4 萬 | 0.5% | −122−1.1% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 18,351 | $302.3 萬 | 0.5% | +345+1.9% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 53,710 | $300.9 萬 | 0.5% | −4,964−8.5% | 減碼 | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 17,889 | $287.7 萬 | 0.5% | +351+2.0% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 18,546 | $286.5 萬 | 0.5% | +1,231+7.1% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 33,905 | $282.9 萬 | 0.5% | +1,240+3.8% | 加碼 | 歷史 |
| ALLEAllegion plc | ORD SHS | 19,645 | $273.7 萬 | 0.5% | +322+1.7% | 加碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 45,956 | $268.8 萬 | 0.5% | +314+0.7% | 加碼 | 歷史 |
| CORCencora, Inc. | Stock | 20,989 | $240.3 萬 | 0.4% | −325−1.5% | 減碼 | 歷史 |
| RYRoyal Bank of Canada | Stock | 23,693 | $240.0 萬 | 0.4% | +80+0.3% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 20,663 | $232.7 萬 | 0.4% | +863+4.4% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 15,225 | $217.6 萬 | 0.4% | +2,389+18.6% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 13,406 | $213.1 萬 | 0.4% | −81−0.6% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 18,841 | $212.9 萬 | 0.4% | +1,622+9.4% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 5,260 | $207.0 萬 | 0.4% | −198−3.6% | 減碼 | – |
| COPConocoPhillips | Stock | 33,856 | $206.2 萬 | 0.4% | +1,162+3.6% | 加碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 24,368 | $206.1 萬 | 0.4% | +331+1.4% | 加碼 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 14,527 | $204.4 萬 | 0.4% | +725+5.3% | 加碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 30,000 | $201.0 萬 | 0.4% | +561+1.9% | 加碼 | – |
| KRNYKearny Financial Corp. | COM | 166,946 | $199.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 26,795 | $198.7 萬 | 0.3% | +175+0.7% | 加碼 | – |
| RTXRTX Corp | Stock | 22,752 | $194.1 萬 | 0.3% | +235+1.0% | 加碼 | 歷史 |
| PSXPhillips 66 | Stock | 22,262 | $191.1 萬 | 0.3% | +74+0.3% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 4,535 | $186.1 萬 | 0.3% | −112−2.4% | 減碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 6,054 | $185.9 萬 | 0.3% | +43+0.7% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 4,567 | $182.9 萬 | 0.3% | +81+1.8% | 加碼 | 歷史 |
| PPLPPL Corp | COM | 63,314 | $177.1 萬 | 0.3% | +3,510+5.9% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 2,177 | $174.2 萬 | 0.3% | −108−4.7% | 減碼 | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 8,792 | $174.1 萬 | 0.3% | −267−2.9% | 減碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 13,959 | $162.8 萬 | 0.3% | −60−0.4% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,721 | $159.3 萬 | 0.3% | +59+1.6% | 加碼 | 歷史 |
| Global X FDS37954Y715 | RBTCS ARTFL INTE | 45,387 | $158.6 萬 | 0.3% | +4,136+10.0% | 加碼 | – |
| DDominion Energy, Inc | Stock | 20,850 | $153.4 萬 | 0.3% | −107−0.5% | 減碼 | 歷史 |
| TMToyota Motor Corp | ADS | 8,565 | $149.8 萬 | 0.3% | +240+2.9% | 加碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 6,140 | $148.6 萬 | 0.3% | 00.0% | 不變 | – |
| CLColgate Palmolive Co | Stock | 18,134 | $147.5 萬 | 0.3% | +231+1.3% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 26,071 | $146.4 萬 | 0.3% | +186+0.7% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 27,701 | $142.7 萬 | 0.2% | +2,895+11.7% | 加碼 | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 16,671 | $134.9 萬 | 0.2% | +123+0.7% | 加碼 | – |
| TGTTarget Corp | Stock | 5,188 | $125.4 萬 | 0.2% | −63−1.2% | 減碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 4,684 | $124.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CMCSAComcast Corp | Stock | 21,628 | $123.3 萬 | 0.2% | +11,162+106.7% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 4,487 | $121.2 萬 | 0.2% | +289+6.9% | 加碼 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 7,671 | $115.4 萬 | 0.2% | +797+11.6% | 加碼 | 歷史 |
2021 年第 1 季之後清倉（5 檔）
2021 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 1 季股數 | 2021 年第 1 季市值 | 2021 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Varian Med Sys Inc92220P105 | COM | 4,856 | $85.7 萬 | 0.2% | – |
| NOCNorthrop Grumman Corp | Stock | 1,213 | $39.3 萬 | 0.1% | 歷史 |
| PMPhilip Morris International Inc. | Stock | 3,561 | $31.6 萬 | 0.1% | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 3,324 | $20.0 萬 | <0.1% | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 10,504 | $16.5 萬 | <0.1% | 歷史 |