River Wealth Advisors LLC
- SEC CIK
- 0001642570
- 最新申報
- 2026/8/4
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/2/11 申報。只含多頭部位，變化是跟 2021 年第 3 季比股數。
- 持股檔數
- 222
- 較 2021 年第 3 季 +6
- 總值
- $6.45 億
- 較 2021 年第 3 季 +$6,078 萬 (+10.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| GERNGeron Corp | COM | 10,000 | $1.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Great Panther MNG Ltd39115V101 | COM | 57,023 | $1.20 萬 | <0.1% | +57,023 | 新進 | – |
| Vanguard Communication Services ETF92204A884 | ETF | 1,475 | $20.0 萬 | <0.1% | −120−7.5% | 減碼 | – |
| HSYHershey Co | COM | 1,033 | $20.0 萬 | <0.1% | +1,033 | 新進 | 歷史 |
| WSOWatsco Inc | COM | 653 | $20.4 萬 | <0.1% | +653 | 新進 | 歷史 |
| NVSNovartis AG | ADR | 2,418 | $21.2 萬 | <0.1% | −268−10.0% | 減碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 2,634 | $22.0 萬 | <0.1% | +2,634 | 新進 | – |
| PEGPublic Service Enterprise Group Inc | COM | 3,352 | $22.4 萬 | <0.1% | +28+0.8% | 加碼 | 歷史 |
| FDSFactset Research Systems Inc | Stock | 469 | $22.8 萬 | <0.1% | +469 | 新進 | 歷史 |
| AONAon plc | CL A | 763 | $22.9 萬 | <0.1% | −14−1.8% | 減碼 | 歷史 |
| BABoeing Co | Stock | 1,148 | $23.1 萬 | <0.1% | +76+7.1% | 加碼 | 歷史 |
| LULUlululemon athletica inc. | Stock | 601 | $23.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exch Traded FD Tr II46138E578 | KBW REGL BKG | 3,725 | $23.5 萬 | <0.1% | +4+0.1% | 加碼 | – |
| RPMRPM International Inc | COM | 2,357 | $23.8 萬 | <0.1% | +2,357 | 新進 | 歷史 |
| Fidelity MSCI Financials Index ETF316092501 | ETF | 4,303 | $24.1 萬 | <0.1% | −573−11.8% | 減碼 | – |
| IBMInternational Business Machines Corp | Stock | 1,855 | $24.8 萬 | <0.1% | +262+16.4% | 加碼 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 2,462 | $25.2 萬 | <0.1% | −1,043−29.8% | 減碼 | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 875 | $25.6 萬 | <0.1% | +125+16.7% | 加碼 | – |
| HPQHP Inc | Stock | 6,819 | $25.7 萬 | <0.1% | +6,819 | 新進 | 歷史 |
| Fidelity Covington Trust316092204 | MSCI CONSM DIS | 2,914 | $25.7 萬 | <0.1% | −218−7.0% | 減碼 | – |
| GPCGenuine Parts Co | Stock | 1,910 | $26.8 萬 | <0.1% | +1,910 | 新進 | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 1,474 | $26.9 萬 | <0.1% | +65+4.6% | 加碼 | 歷史 |
| EBAYeBay Inc | COM | 4,129 | $27.5 萬 | <0.1% | +370+9.8% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 1,968 | $27.7 萬 | <0.1% | +169+9.4% | 加碼 | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 1,634 | $27.7 萬 | <0.1% | +96+6.2% | 加碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 1,106 | $27.8 萬 | <0.1% | −10−0.9% | 減碼 | 歷史 |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 4,048 | $27.8 萬 | <0.1% | −385−8.7% | 減碼 | – |
| GSGoldman Sachs Group Inc | Stock | 733 | $28.0 萬 | <0.1% | +102+16.2% | 加碼 | 歷史 |
| EXCExelon Corp | Stock | 4,890 | $28.2 萬 | <0.1% | +4,890 | 新進 | 歷史 |
| EMREmerson Electric Co | Stock | 3,055 | $28.4 萬 | <0.1% | +517+20.4% | 加碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 2,553 | $29.6 萬 | <0.1% | −15−0.6% | 減碼 | 歷史 |
| DGDollar General Corp | COM | 1,269 | $29.9 萬 | <0.1% | +140+12.4% | 加碼 | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 5,592 | $30.1 萬 | <0.1% | −1,174−17.4% | 減碼 | – |
| ZBRAZebra Technologies Corp | CL A | 516 | $30.7 萬 | <0.1% | +9+1.8% | 加碼 | 歷史 |
| GLGlobe Life Inc. | COM | 3,286 | $30.8 萬 | <0.1% | +232+7.6% | 加碼 | 歷史 |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 10,466 | $31.0 萬 | <0.1% | −835−7.4% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 4,461 | $33.3 萬 | 0.1% | −137−3.0% | 減碼 | – |
| RNPCohen & Steers REIT & Preferred & Income Fund Inc | COM | 11,642 | $33.3 萬 | 0.1% | +11,642 | 新進 | 歷史 |
| TSLATesla, Inc. | Stock | 323 | $34.1 萬 | 0.1% | +4+1.3% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 2,360 | $34.2 萬 | 0.1% | +417+21.5% | 加碼 | 歷史 |
| BROBrown & Brown, Inc. | Stock | 5,067 | $35.6 萬 | 0.1% | +170+3.5% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,397 | $35.6 萬 | 0.1% | +81+6.2% | 加碼 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 3,392 | $35.9 萬 | 0.1% | +107+3.3% | 加碼 | – |
| SNPSSynopsys Inc | COM | 975 | $35.9 萬 | 0.1% | +200+25.8% | 加碼 | 歷史 |
| NUENucor Corp | COM | 3,154 | $36.0 萬 | 0.1% | −43−1.3% | 減碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 9,346 | $36.3 萬 | 0.1% | −3,000−24.3% | 減碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 3,220 | $36.4 萬 | 0.1% | −1,035−24.3% | 減碼 | – |
| CRLCharles River Laboratories International, Inc. | COM | 992 | $37.4 萬 | 0.1% | −60−5.7% | 減碼 | 歷史 |
| RQICohen & Steers Quality Income Realty Fund Inc | CEF | 20,722 | $37.8 萬 | 0.1% | +20,722 | 新進 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 2,488 | $38.9 萬 | 0.1% | +100+4.2% | 加碼 | 歷史 |
| TDToronto Dominion Bank | Stock | 5,068 | $38.9 萬 | 0.1% | +1,016+25.1% | 加碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 3,364 | $39.1 萬 | 0.1% | −250−6.9% | 減碼 | – |
| DUKDuke Energy CORP | Stock | 3,749 | $39.3 萬 | 0.1% | +198+5.6% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 4,875 | $39.4 萬 | 0.1% | −704−12.6% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,229 | $39.4 萬 | 0.1% | −215−14.9% | 減碼 | – |
| SBUXStarbucks Corp | Stock | 3,461 | $40.5 萬 | 0.1% | −183−5.0% | 減碼 | 歷史 |
| HTHersha Hospitality Trust | PR SHS BEN INT | 44,453 | $40.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard World FD921910873 | MEGA CAP INDEX | 2,457 | $41.3 萬 | 0.1% | 00.0% | 不變 | – |
| GDGeneral Dynamics Corp | Stock | 1,985 | $41.4 萬 | 0.1% | +384+24.0% | 加碼 | 歷史 |
| MOG.AMoog Inc. | CL A | 5,177 | $41.9 萬 | 0.1% | +202+4.1% | 加碼 | 歷史 |
| MCKMcKesson Corp | Stock | 1,689 | $42.0 萬 | 0.1% | +120+7.6% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 8,823 | $42.3 萬 | 0.1% | +6+0.1% | 加碼 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 1,685 | $44.9 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 4,998 | $46.4 萬 | 0.1% | −1,399−21.9% | 減碼 | – |
| CMICummins Inc | Stock | 2,129 | $46.4 萬 | 0.1% | +104+5.1% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 2,476 | $46.7 萬 | 0.1% | +62+2.6% | 加碼 | 歷史 |
| MKCMcCormick & Co Inc | Stock | 5,054 | $48.8 萬 | 0.1% | +500+11.0% | 加碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 4,332 | $49.4 萬 | 0.1% | −588−12.0% | 減碼 | – |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 3,804 | $51.5 萬 | 0.1% | −274−6.7% | 減碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 4,592 | $51.5 萬 | 0.1% | −24−0.5% | 減碼 | – |
| VFCV F Corp | Stock | 7,050 | $51.6 萬 | 0.1% | +238+3.5% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 861 | $51.9 萬 | 0.1% | +32+3.9% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 4,718 | $53.7 萬 | 0.1% | −812−14.7% | 減碼 | – |
| BMYBristol Myers Squibb Co | Stock | 9,249 | $57.7 萬 | 0.1% | −82−0.9% | 減碼 | 歷史 |
| RMDResmed Inc | COM | 2,233 | $58.2 萬 | 0.1% | +195+9.6% | 加碼 | 歷史 |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 5,419 | $58.3 萬 | 0.1% | +315+6.2% | 加碼 | 歷史 |
| MTBM&T Bank Corp | COM | 3,861 | $59.3 萬 | 0.1% | −74−1.9% | 減碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 4,626 | $59.7 萬 | 0.1% | 00.0% | 不變 | – |
| KOCoca Cola Co | Stock | 10,113 | $59.9 萬 | 0.1% | +58+0.6% | 加碼 | 歷史 |
| OTISOtis Worldwide Corp | Stock | 6,994 | $60.9 萬 | 0.1% | −109−1.5% | 減碼 | 歷史 |
| MMM3M Co | Stock | 3,432 | $61.0 萬 | 0.1% | −21−0.6% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,079 | $61.2 萬 | 0.1% | +94+9.5% | 加碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 4,522 | $64.6 萬 | 0.1% | +203+4.7% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 10,613 | $64.9 萬 | 0.1% | +77+0.7% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,295 | $67.1 萬 | 0.1% | −102−7.3% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 27,418 | $67.4 萬 | 0.1% | −2,648−8.8% | 減碼 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 3,352 | $68.5 萬 | 0.1% | +159+5.0% | 加碼 | – |
| TOLToll Brothers, Inc. | COM | 9,505 | $68.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LHLabcorp Holdings Inc. | COM NEW | 2,203 | $69.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 17,952 | $70.1 萬 | 0.1% | +2,202+14.0% | 加碼 | – |
| DFSDiscover Financial Services | COM | 6,292 | $72.7 萬 | 0.1% | +230+3.8% | 加碼 | 歷史 |
| FDXFedEx Corp | Stock | 3,076 | $79.6 萬 | 0.1% | +198+6.9% | 加碼 | 歷史 |
| DGXQuest Diagnostics Inc | COM | 4,609 | $79.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 10,490 | $80.4 萬 | 0.1% | +1,467+16.3% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 3,566 | $80.6 萬 | 0.1% | −52−1.4% | 減碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 14,880 | $82.6 萬 | 0.1% | +41+0.3% | 加碼 | – |
| LMTLockheed Martin Corp | Stock | 2,393 | $85.1 萬 | 0.1% | +538+29.0% | 加碼 | 歷史 |
| CARRCarrier Global Corp | Stock | 16,177 | $87.7 萬 | 0.1% | −17−0.1% | 減碼 | 歷史 |
| PPGPPG Industries Inc | Stock | 5,125 | $88.4 萬 | 0.1% | −226−4.2% | 減碼 | 歷史 |
| IRIngersoll Rand Inc. | COM | 14,397 | $89.1 萬 | 0.1% | −466−3.1% | 減碼 | 歷史 |
2021 年第 3 季之後清倉（5 檔）
2021 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 3 季股數 | 2021 年第 3 季市值 | 2021 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| PYPLPayPal Holdings, Inc. | Stock | 1,119 | $29.1 萬 | <0.1% | 歷史 |
| MDTMedtronic plc | Stock | 2,058 | $25.8 萬 | <0.1% | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 1,587 | $21.1 萬 | <0.1% | – |
| PMPhilip Morris International Inc. | Stock | 2,223 | $21.1 萬 | <0.1% | 歷史 |
| Schwab US Tips ETF808524870 | ETF | 3,291 | $20.6 萬 | <0.1% | – |