River Wealth Advisors LLC
- SEC CIK
- 0001642570
- 最新申報
- 2026/8/4
2021 年第 3 季持倉
持倉截至 2021/9/30，2021/11/12 申報。只含多頭部位，變化是跟 2021 年第 2 季比股數。
- 持股檔數
- 216
- 較 2021 年第 2 季 +3
- 總值
- $5.84 億
- 較 2021 年第 2 季 +$1,266 萬 (+2.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 187,343 | $2,651 萬 | 4.5% | +881+0.5% | 加碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 384,337 | $2,343 萬 | 4.0% | +31,804+9.0% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 88,370 | $1,933 萬 | 3.3% | +5,241+6.3% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 43,063 | $1,855 萬 | 3.2% | +2,187+5.4% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 64,665 | $1,823 萬 | 3.1% | +1,203+1.9% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 60,103 | $1,684 萬 | 2.9% | +53+0.1% | 加碼 | – |
| iShares Russell Midcap ETF464287499 | ETF | 202,012 | $1,580 萬 | 2.7% | +11,949+6.3% | 加碼 | – |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 184,014 | $1,571 萬 | 2.7% | +4,571+2.5% | 加碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 296,976 | $1,496 萬 | 2.6% | +25,160+9.3% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 174,821 | $1,494 萬 | 2.6% | +559+0.3% | 加碼 | – |
| iShares Tr46434V100 | 0-5YR INVT GR CP | 239,593 | $1,238 萬 | 2.1% | +20,870+9.5% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 4,292 | $1,148 萬 | 2.0% | +65+1.5% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 3,488 | $1,146 萬 | 2.0% | +97+2.9% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 47,166 | $1,051 萬 | 1.8% | +1,587+3.5% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 28,542 | $913.1 萬 | 1.6% | +928+3.4% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 54,283 | $888.6 萬 | 1.5% | +1,076+2.0% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 33,328 | $878.9 萬 | 1.5% | +499+1.5% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 49,285 | $833.8 萬 | 1.4% | +1,953+4.1% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 157,881 | $789.6 萬 | 1.4% | +468+0.3% | 加碼 | – |
| ELVElevance Health, Inc. | Stock | 19,523 | $727.8 萬 | 1.2% | +369+1.9% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 19,101 | $664.1 萬 | 1.1% | −183−0.9% | 減碼 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 34,351 | $626.4 萬 | 1.1% | −226−0.7% | 減碼 | – |
| BACBank of America Corp | Stock | 141,509 | $600.7 萬 | 1.0% | +3,691+2.7% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 39,422 | $592.9 萬 | 1.0% | +2,091+5.6% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 22,111 | $566.3 萬 | 1.0% | +676+3.2% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 27,280 | $553.4 萬 | 0.9% | +1,144+4.4% | 加碼 | 歷史 |
| TELTE Connectivity plc | REG SHS | 38,703 | $531.1 萬 | 0.9% | +499+1.3% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 25,164 | $492.3 萬 | 0.8% | +82+0.3% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 8,462 | $483.5 萬 | 0.8% | +471+5.9% | 加碼 | 歷史 |
| TTTrane Technologies plc | SHS | 27,757 | $479.2 萬 | 0.8% | −42−0.2% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 61,259 | $477.9 萬 | 0.8% | +513+0.8% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 1,750 | $466.4 萬 | 0.8% | −24−1.4% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 30,848 | $460.6 萬 | 0.8% | +1,220+4.1% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 14,814 | $451.0 萬 | 0.8% | −328−2.2% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 17,037 | $448.2 萬 | 0.8% | −292−1.7% | 減碼 | – |
| CSLCarlisle Companies Inc | COM | 22,131 | $439.9 萬 | 0.8% | +694+3.2% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 51,399 | $423.6 萬 | 0.7% | +1,768+3.6% | 加碼 | – |
| PLDPrologis, Inc. | REIT | 33,454 | $419.6 萬 | 0.7% | +741+2.3% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 19,652 | $417.9 萬 | 0.7% | +651+3.4% | 加碼 | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 39,429 | $406.3 萬 | 0.7% | −75−0.2% | 減碼 | – |
| ARWArrow Electronics, Inc. | COM | 34,798 | $390.7 萬 | 0.7% | −390−1.1% | 減碼 | 歷史 |
| TFCTruist Financial Corp | COM | 66,110 | $387.7 萬 | 0.7% | −760−1.1% | 減碼 | 歷史 |
| FITBFifth Third Bancorp | COM | 91,091 | $386.6 萬 | 0.7% | +4,351+5.0% | 加碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 23,790 | $385.3 萬 | 0.7% | +225+1.0% | 加碼 | 歷史 |
| HUNHuntsman CORP | COM | 128,956 | $381.6 萬 | 0.7% | −3,482−2.6% | 減碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 63,838 | $379.5 萬 | 0.7% | +1,500+2.4% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 43,429 | $378.4 萬 | 0.6% | −399−0.9% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 9,899 | $354.3 萬 | 0.6% | +116+1.2% | 加碼 | – |
| DHIHorton D R Inc | COM | 41,983 | $352.5 萬 | 0.6% | +4,135+10.9% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 10,279 | $348.9 萬 | 0.6% | −46−0.4% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 10,467 | $343.6 萬 | 0.6% | +34+0.3% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 36,860 | $312.8 萬 | 0.5% | +2,955+8.7% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 30,803 | $312.5 萬 | 0.5% | +303+1.0% | 加碼 | 歷史 |
| LINLinde PLC | SHS | 10,618 | $311.5 萬 | 0.5% | −51−0.5% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 14,456 | $306.9 萬 | 0.5% | −256−1.7% | 減碼 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 39,341 | $301.6 萬 | 0.5% | −700−1.7% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 18,596 | $300.3 萬 | 0.5% | +245+1.3% | 加碼 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 14,254 | $300.3 萬 | 0.5% | +903+6.8% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 20,088 | $291.7 萬 | 0.5% | +1,542+8.3% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 51,959 | $280.6 萬 | 0.5% | −1,751−3.3% | 減碼 | 歷史 |
| ALLEAllegion plc | ORD SHS | 20,850 | $275.6 萬 | 0.5% | +1,205+6.1% | 加碼 | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 18,768 | $274.7 萬 | 0.5% | +879+4.9% | 加碼 | 歷史 |
| PHMPultegroup Inc | COM | 56,811 | $260.9 萬 | 0.4% | −275−0.5% | 減碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 46,352 | $251.3 萬 | 0.4% | +396+0.9% | 加碼 | 歷史 |
| CORCencora, Inc. | Stock | 20,890 | $249.5 萬 | 0.4% | −99−0.5% | 減碼 | 歷史 |
| RYRoyal Bank of Canada | Stock | 23,738 | $236.1 萬 | 0.4% | +45+0.2% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 18,210 | $234.9 萬 | 0.4% | +2,985+19.6% | 加碼 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 15,510 | $234.9 萬 | 0.4% | +983+6.8% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 34,630 | $234.7 萬 | 0.4% | +774+2.3% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 13,338 | $231.4 萬 | 0.4% | −68−0.5% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 5,853 | $230.8 萬 | 0.4% | +593+11.3% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 20,907 | $225.5 萬 | 0.4% | +244+1.2% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 19,414 | $212.0 萬 | 0.4% | +573+3.0% | 加碼 | – |
| AEPAmerican Electric Power Co Inc | Stock | 25,848 | $209.8 萬 | 0.4% | +1,480+6.1% | 加碼 | 歷史 |
| KRNYKearny Financial Corp. | COM | 166,946 | $207.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 26,960 | $200.6 萬 | 0.3% | +165+0.6% | 加碼 | – |
| RTXRTX Corp | Stock | 22,785 | $195.9 萬 | 0.3% | +33+0.1% | 加碼 | 歷史 |
| Global X FDS37954Y715 | RBTCS ARTFL INTE | 51,710 | $189.1 萬 | 0.3% | +6,323+13.9% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 30,010 | $185.3 萬 | 0.3% | +100.0% | 加碼 | – |
| PPLPPL Corp | COM | 65,815 | $183.5 萬 | 0.3% | +2,501+4.0% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 4,283 | $182.0 萬 | 0.3% | −252−5.6% | 減碼 | 歷史 |
| CMCSAComcast Corp | Stock | 32,471 | $181.6 萬 | 0.3% | +10,843+50.1% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 8,634 | $178.9 萬 | 0.3% | −74−0.8% | 減碼依 4 比 1 拆股換算 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 4,559 | $178.2 萬 | 0.3% | −8−0.2% | 減碼 | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 8,703 | $171.2 萬 | 0.3% | −89−1.0% | 減碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 6,025 | $168.5 萬 | 0.3% | −29−0.5% | 減碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 14,004 | $160.7 萬 | 0.3% | +45+0.3% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,672 | $157.6 萬 | 0.3% | −49−1.3% | 減碼 | 歷史 |
| PSXPhillips 66 | Stock | 22,492 | $157.5 萬 | 0.3% | +230+1.0% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 30,604 | $154.5 萬 | 0.3% | +2,903+10.5% | 加碼 | – |
| TMToyota Motor Corp | ADS | 8,655 | $153.8 萬 | 0.3% | +90+1.1% | 加碼 | 歷史 |
| DDominion Energy, Inc | Stock | 20,702 | $151.2 萬 | 0.3% | −148−0.7% | 減碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 6,140 | $148.4 萬 | 0.3% | 00.0% | 不變 | – |
| CLColgate Palmolive Co | Stock | 18,206 | $137.6 萬 | 0.2% | +72+0.4% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 24,720 | $131.7 萬 | 0.2% | −1,351−5.2% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 4,881 | $129.5 萬 | 0.2% | +394+8.8% | 加碼 | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 16,116 | $127.6 萬 | 0.2% | −555−3.3% | 減碼 | – |
| NEENextera Energy Inc | Stock | 15,784 | $123.9 萬 | 0.2% | +1,351+9.4% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 4,471 | $122.0 萬 | 0.2% | +852+23.5% | 加碼 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 8,277 | $119.6 萬 | 0.2% | +606+7.9% | 加碼 | 歷史 |
2021 年第 2 季之後清倉（4 檔）
2021 年第 2 季季末還持有、這份申報已經沒有的部位。