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 |
|---|---|---|---|---|---|---|---|
| GERNGeron Corp | COM | 10,000 | $1.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,370 | $20.1 萬 | <0.1% | +1,370 | 新進 | 歷史 |
| HPQHP Inc | Stock | 6,680 | $20.2 萬 | <0.1% | +164+2.5% | 加碼 | 歷史 |
| GPCGenuine Parts Co | Stock | 1,644 | $20.8 萬 | <0.1% | +1,644 | 新進 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 1,551 | $20.8 萬 | <0.1% | +1,551 | 新進 | – |
| GSGoldman Sachs Group Inc | Stock | 551 | $20.9 萬 | <0.1% | +551 | 新進 | 歷史 |
| Vanguard Communication Services ETF92204A884 | ETF | 1,475 | $21.2 萬 | <0.1% | +1,475 | 新進 | – |
| RPMRPM International Inc | COM | 2,405 | $21.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SNPSSynopsys Inc | COM | 775 | $21.4 萬 | <0.1% | +775 | 新進 | 歷史 |
| Fidelity Covington Trust316092204 | MSCI CONSM DIS | 2,668 | $21.6 萬 | <0.1% | +2,668 | 新進 | – |
| LULUlululemon athletica inc. | Stock | 605 | $22.1 萬 | <0.1% | +605 | 新進 | 歷史 |
| Invesco Exch Traded FD Tr II46138E578 | KBW REGL BKG | 3,717 | $22.2 萬 | <0.1% | −313−7.8% | 減碼 | – |
| BRBroadridge Financial Solutions, Inc. | Stock | 1,409 | $22.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Fidelity MSCI Financials Index ETF316092501 | ETF | 4,349 | $22.8 萬 | <0.1% | −358−7.6% | 減碼 | – |
| BABoeing Co | Stock | 961 | $23.0 萬 | <0.1% | +20+2.1% | 加碼 | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 4,445 | $23.4 萬 | <0.1% | −597−11.8% | 減碼 | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 1,697 | $23.8 萬 | <0.1% | +69+4.2% | 加碼 | 歷史 |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 3,816 | $24.3 萬 | <0.1% | +183+5.0% | 加碼 | – |
| NVSNovartis AG | ADR | 2,706 | $24.7 萬 | <0.1% | +181+7.2% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 2,614 | $25.2 萬 | <0.1% | +28+1.1% | 加碼 | 歷史 |
| DGDollar General Corp | COM | 1,199 | $25.9 萬 | <0.1% | −373−23.7% | 減碼 | 歷史 |
| BROBrown & Brown, Inc. | Stock | 4,897 | $26.0 萬 | <0.1% | +170+3.6% | 加碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 1,095 | $26.6 萬 | <0.1% | −13−1.2% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 2,161 | $26.8 萬 | <0.1% | −58−2.6% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 1,915 | $27.0 萬 | <0.1% | +11+0.6% | 加碼 | 歷史 |
| ZBRAZebra Technologies Corp | CL A | 527 | $27.9 萬 | <0.1% | +25+5.0% | 加碼 | 歷史 |
| EBAYeBay Inc | COM | 4,043 | $28.4 萬 | <0.1% | −101−2.4% | 減碼 | 歷史 |
| GLGlobe Life Inc. | COM | 3,054 | $29.1 萬 | 0.1% | +120+4.1% | 加碼 | 歷史 |
| TDToronto Dominion Bank | Stock | 4,177 | $29.3 萬 | 0.1% | −325−7.2% | 減碼 | 歷史 |
| NUENucor Corp | COM | 3,137 | $30.1 萬 | 0.1% | −387−11.0% | 減碼 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 2,931 | $30.5 萬 | 0.1% | +343+13.3% | 加碼 | – |
| GDGeneral Dynamics Corp | Stock | 1,654 | $31.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,313 | $31.2 萬 | 0.1% | −2−0.2% | 減碼 | – |
| MCKMcKesson Corp | Stock | 1,672 | $32.0 萬 | 0.1% | +65+4.0% | 加碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 1,114 | $32.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 2,191 | $32.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 10,067 | $33.1 萬 | 0.1% | +221+2.2% | 加碼 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 3,375 | $34.6 萬 | 0.1% | −159−4.5% | 減碼 | – |
| DUKDuke Energy CORP | Stock | 3,533 | $34.9 萬 | 0.1% | −161−4.4% | 減碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 4,775 | $35.7 萬 | 0.1% | +94+2.0% | 加碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 6,831 | $37.3 萬 | 0.1% | −521−7.1% | 減碼 | – |
| Vanguard World FD921910873 | MEGA CAP INDEX | 2,457 | $37.4 萬 | 0.1% | −800−24.6% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 981 | $38.8 萬 | 0.1% | +104+11.9% | 加碼 | 歷史 |
| CRLCharles River Laboratories International, Inc. | COM | 1,052 | $38.9 萬 | 0.1% | +20+1.9% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 3,530 | $39.5 萬 | 0.1% | −41−1.1% | 減碼 | 歷史 |
| SUMSummit Materials, Inc. | CL A | 11,380 | $39.7 萬 | 0.1% | +11,380 | 新進 | 歷史 |
| WFCWells Fargo & Company | Stock | 8,811 | $39.9 萬 | 0.1% | +30.0% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,403 | $40.2 萬 | 0.1% | +125+9.8% | 加碼 | – |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 3,410 | $40.2 萬 | 0.1% | +139+4.2% | 加碼 | – |
| MKCMcCormick & Co Inc | Stock | 4,612 | $40.7 萬 | 0.1% | +260+6.0% | 加碼 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 1,685 | $41.6 萬 | 0.1% | 00.0% | 不變 | – |
| TMUST-Mobile US, Inc. | Stock | 2,891 | $41.9 萬 | 0.1% | +384+15.3% | 加碼 | 歷史 |
| MOG.AMoog Inc. | CL A | 4,992 | $42.0 萬 | 0.1% | −73−1.4% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 2,271 | $43.7 萬 | 0.1% | +4+0.2% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 832 | $43.9 萬 | 0.1% | −6−0.7% | 減碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 5,819 | $44.0 萬 | 0.1% | +78+1.4% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 3,801 | $44.5 萬 | 0.1% | −1,339−26.1% | 減碼 | – |
| Schwab International Equity ETF808524805 | ETF | 11,400 | $45.0 萬 | 0.1% | +1,029+9.9% | 加碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 4,322 | $45.1 萬 | 0.1% | +277+6.8% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 929 | $45.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 4,396 | $46.1 萬 | 0.1% | +8+0.2% | 加碼 | – |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 5,104 | $47.8 萬 | 0.1% | +165+3.3% | 加碼 | 歷史 |
| HTHersha Hospitality Trust | PR SHS BEN INT | 44,453 | $47.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CMICummins Inc | Stock | 2,025 | $49.4 萬 | 0.1% | +46+2.3% | 加碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 4,040 | $49.4 萬 | 0.1% | +8+0.2% | 加碼 | – |
| RMDResmed Inc | COM | 2,038 | $50.2 萬 | 0.1% | +30+1.5% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 7,939 | $53.0 萬 | 0.1% | −4,117−34.1% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 9,832 | $53.2 萬 | 0.1% | −3,207−24.6% | 減碼 | 歷史 |
| TOLToll Brothers, Inc. | COM | 9,305 | $53.8 萬 | 0.1% | +75+0.8% | 加碼 | 歷史 |
| VFCV F Corp | Stock | 6,708 | $55.0 萬 | 0.1% | −117−1.7% | 減碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 4,862 | $56.1 萬 | 0.1% | −254−5.0% | 減碼 | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 3,208 | $57.3 萬 | 0.1% | +46+1.5% | 加碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 15,711 | $57.6 萬 | 0.1% | +634+4.2% | 加碼 | – |
| KMBKimberly Clark Corp | Stock | 4,316 | $57.7 萬 | 0.1% | −123−2.8% | 減碼 | 歷史 |
| OTISOtis Worldwide Corp | Stock | 7,138 | $58.4 萬 | 0.1% | +116+1.7% | 加碼 | 歷史 |
| MTBM&T Bank Corp | COM | 4,055 | $58.9 萬 | 0.1% | −15−0.4% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 5,747 | $59.8 萬 | 0.1% | −422−6.8% | 減碼 | – |
| LHLabcorp Holdings Inc. | COM NEW | 2,195 | $60.5 萬 | 0.1% | +25+1.2% | 加碼 | 歷史 |
| DGXQuest Diagnostics Inc | COM | 4,609 | $60.8 萬 | 0.1% | +230+5.3% | 加碼 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 6,454 | $61.4 萬 | 0.1% | +498+8.4% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 8,396 | $65.3 萬 | 0.1% | −240−2.8% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,762 | $66.7 萬 | 0.1% | +111+6.7% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 10,608 | $66.9 萬 | 0.1% | −4,840−31.3% | 減碼 | 歷史 |
| MMM3M Co | Stock | 3,433 | $68.2 萬 | 0.1% | +17+0.5% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 17,807 | $69.7 萬 | 0.1% | −1,560−8.1% | 減碼 | 歷史 |
| IRIngersoll Rand Inc. | COM | 14,961 | $73.0 萬 | 0.1% | −154−1.0% | 減碼 | 歷史 |
| DFSDiscover Financial Services | COM | 6,236 | $73.8 萬 | 0.1% | +92+1.5% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 5,341 | $74.8 萬 | 0.1% | +190+3.7% | 加碼 | 歷史 |
| CARRCarrier Global Corp | Stock | 15,620 | $75.9 萬 | 0.1% | +241+1.6% | 加碼 | 歷史 |
| LRCXLam Research Corp | COM | 1,206 | $78.5 萬 | 0.1% | +57+5.0% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 14,872 | $80.1 萬 | 0.1% | +45+0.3% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 3,640 | $82.0 萬 | 0.1% | +42+1.2% | 加碼 | – |
| FDXFedEx Corp | Stock | 2,861 | $85.4 萬 | 0.1% | −66−2.3% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 5,982 | $88.3 萬 | 0.2% | −32−0.5% | 減碼 | – |
| PPGPPG Industries Inc | Stock | 5,341 | $90.7 萬 | 0.2% | −93−1.7% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 4,223 | $92.9 萬 | 0.2% | +37+0.9% | 加碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 2,359 | $94.1 萬 | 0.2% | +51+2.2% | 加碼 | – |
| MASMasco Corp | COM | 16,256 | $95.8 萬 | 0.2% | +114+0.7% | 加碼 | 歷史 |
| AVYAvery Dennison Corp | COM | 4,621 | $97.2 萬 | 0.2% | +165+3.7% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 14,510 | $97.8 萬 | 0.2% | +115+0.8% | 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 |