River Wealth Advisors LLC
- SEC CIK
- 0001642570
- 最新申報
- 2026/8/4
2022 年第 1 季持倉
持倉截至 2022/3/31，2022/5/9 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。
- 持股檔數
- 221
- 較 2021 年第 4 季 −1
- 總值
- $6.26 億
- 較 2021 年第 4 季 −$1,826 萬 (−2.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 195,631 | $3,416 萬 | 5.5% | +1,357+0.7% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 114,720 | $2,355 萬 | 3.8% | +14,860+14.9% | 加碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 388,632 | $2,238 萬 | 3.6% | +12,579+3.3% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 46,834 | $2,125 萬 | 3.4% | +2,126+4.8% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 68,358 | $2,108 萬 | 3.4% | +2,196+3.3% | 加碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 228,656 | $1,785 萬 | 2.8% | +18,019+8.6% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 196,436 | $1,563 萬 | 2.5% | +4,293+2.2% | 加碼 | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 62,862 | $1,560 萬 | 2.5% | +2,000+3.3% | 加碼 | – |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 193,413 | $1,488 萬 | 2.4% | +5,443+2.9% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 4,615 | $1,284 萬 | 2.0% | +186+4.2% | 加碼 | 歷史 |
| iShares Tr46434V100 | 0-5YR INVT GR CP | 259,247 | $1,280 萬 | 2.0% | +13,130+5.3% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 3,775 | $1,231 萬 | 2.0% | +151+4.2% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 50,383 | $1,117 萬 | 1.8% | +2,170+4.5% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 31,410 | $1,059 萬 | 1.7% | +1,940+6.6% | 加碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 19,546 | $960.1 萬 | 1.5% | −10−0.1% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 33,707 | $901.1 萬 | 1.4% | −46−0.1% | 減碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 147,197 | $817.7 萬 | 1.3% | +19,139+14.9% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 166,901 | $769.9 萬 | 1.2% | +3,495+2.1% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 56,223 | $766.4 萬 | 1.2% | +1,225+2.2% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 53,498 | $733.8 萬 | 1.2% | +2,078+4.0% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 41,440 | $693.6 萬 | 1.1% | +975+2.4% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 18,957 | $677.5 萬 | 1.1% | −142−0.7% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 149,041 | $614.4 萬 | 1.0% | +6,150+4.3% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 24,462 | $611.3 萬 | 1.0% | +1,719+7.6% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 28,196 | $570.0 萬 | 0.9% | +613+2.2% | 加碼 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 33,974 | $562.8 萬 | 0.9% | +188+0.6% | 加碼 | – |
| CSLCarlisle Companies Inc | COM | 22,860 | $562.2 萬 | 0.9% | +818+3.7% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 9,333 | $551.3 萬 | 0.9% | +812+9.5% | 加碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 33,878 | $547.0 萬 | 0.9% | +291+0.9% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 31,503 | $512.9 萬 | 0.8% | −496−1.6% | 減碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 112,873 | $509.6 萬 | 0.8% | −17,628−13.5% | 減碼 | – |
| TELTE Connectivity plc | REG SHS | 38,313 | $501.8 萬 | 0.8% | −449−1.2% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 32,852 | $498.5 萬 | 0.8% | +1,261+4.0% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,768 | $493.8 萬 | 0.8% | +29+1.7% | 加碼 | 歷史 |
| HUNHuntsman CORP | COM | 131,073 | $491.7 萬 | 0.8% | +854+0.7% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 20,196 | $488.4 萬 | 0.8% | +539+2.7% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 25,145 | $463.8 萬 | 0.7% | −48−0.2% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 16,827 | $451.6 萬 | 0.7% | −121−0.7% | 減碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 59,868 | $440.6 萬 | 0.7% | −546−0.9% | 減碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 55,346 | $432.2 萬 | 0.7% | +497+0.9% | 加碼 | – |
| TTTrane Technologies plc | SHS | 27,711 | $423.1 萬 | 0.7% | +147+0.5% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 14,361 | $421.2 萬 | 0.7% | −227−1.6% | 減碼 | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 38,414 | $421.2 萬 | 0.7% | −407−1.0% | 減碼 | – |
| FITBFifth Third Bancorp | COM | 97,061 | $417.8 萬 | 0.7% | +3,707+4.0% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 40,408 | $409.0 萬 | 0.7% | +2,422+6.4% | 加碼 | 歷史 |
| ARWArrow Electronics, Inc. | COM | 34,005 | $403.4 萬 | 0.6% | −52−0.2% | 減碼 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 16,869 | $388.5 萬 | 0.6% | +1,687+11.1% | 加碼 | 歷史 |
| TFCTruist Financial Corp | COM | 66,494 | $377.0 萬 | 0.6% | +428+0.6% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 24,318 | $371.7 萬 | 0.6% | +4,510+22.8% | 加碼 | 歷史 |
| DHIHorton D R Inc | COM | 48,930 | $364.6 萬 | 0.6% | +4,369+9.8% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 22,283 | $361.2 萬 | 0.6% | +560+2.6% | 加碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 67,964 | $361.2 萬 | 0.6% | +1,851+2.8% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 36,009 | $360.1 萬 | 0.6% | +137+0.4% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 9,894 | $358.7 萬 | 0.6% | −181−1.8% | 減碼 | – |
| ORCLOracle Corp | Stock | 43,016 | $355.9 萬 | 0.6% | +306+0.7% | 加碼 | 歷史 |
| LINLinde PLC | SHS | 10,942 | $349.5 萬 | 0.6% | +490+4.7% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 8,251 | $342.6 萬 | 0.5% | +294+3.7% | 加碼 | – |
| COFCapital One Financial Corp | Stock | 25,623 | $336.4 萬 | 0.5% | +805+3.2% | 加碼 | 歷史 |
| CORCencora, Inc. | Stock | 21,464 | $332.1 萬 | 0.5% | +656+3.2% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 18,322 | $324.8 萬 | 0.5% | +114+0.6% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 10,785 | $322.9 萬 | 0.5% | +121+1.1% | 加碼 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 18,195 | $310.0 萬 | 0.5% | +1,876+11.5% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 22,758 | $306.3 萬 | 0.5% | +2,312+11.3% | 加碼 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 38,278 | $290.4 萬 | 0.5% | −124−0.3% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 5,686 | $290.0 萬 | 0.5% | +963+20.4% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 13,529 | $289.4 萬 | 0.5% | +334+2.5% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 14,842 | $288.8 萬 | 0.5% | +19+0.1% | 加碼 | 歷史 |
| RYRoyal Bank of Canada | Stock | 24,650 | $271.8 萬 | 0.4% | +248+1.0% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 9,829 | $268.2 萬 | 0.4% | +1,055+12.0% | 加碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 26,448 | $263.8 萬 | 0.4% | +1,127+4.5% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 48,376 | $246.4 萬 | 0.4% | −229−0.5% | 減碼 | 歷史 |
| ALLEAllegion plc | ORD SHS | 22,127 | $243.0 萬 | 0.4% | +359+1.6% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 23,768 | $235.5 萬 | 0.4% | +574+2.5% | 加碼 | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 18,349 | $234.7 萬 | 0.4% | −640−3.4% | 減碼 | 歷史 |
| PHMPultegroup Inc | COM | 55,073 | $230.7 萬 | 0.4% | −1,189−2.1% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 10,309 | $229.2 萬 | 0.4% | +40+0.4% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 47,923 | $224.4 萬 | 0.4% | +8,197+20.6% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 20,163 | $217.5 萬 | 0.3% | +230+1.2% | 加碼 | – |
| KRNYKearny Financial Corp. | COM | 166,946 | $215.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PPLPPL Corp | COM | 73,265 | $209.3 萬 | 0.3% | +780+1.1% | 加碼 | 歷史 |
| PSXPhillips 66 | Stock | 24,019 | $207.5 萬 | 0.3% | +342+1.4% | 加碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 43,676 | $199.0 萬 | 0.3% | −100.0% | 減碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 13,633 | $174.7 萬 | 0.3% | −327−2.3% | 減碼 | – |
| Global X FDS37954Y715 | RBTCS ARTFL INTE | 60,065 | $174.3 萬 | 0.3% | +4,287+7.7% | 加碼 | – |
| DDominion Energy, Inc | Stock | 20,049 | $170.4 萬 | 0.3% | −403−2.0% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 4,153 | $170.3 萬 | 0.3% | −35−0.8% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 4,777 | $168.6 萬 | 0.3% | +76+1.6% | 加碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 5,922 | $168.0 萬 | 0.3% | +78+1.3% | 加碼 | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 25,169 | $167.0 萬 | 0.3% | +437+1.8% | 加碼 | – |
| TMToyota Motor Corp | ADS | 8,943 | $161.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 6,140 | $153.5 萬 | 0.2% | 00.0% | 不變 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,311 | $149.6 萬 | 0.2% | +29+0.9% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 29,555 | $142.0 萬 | 0.2% | −260−0.9% | 減碼 | – |
| CLColgate Palmolive Co | Stock | 18,022 | $136.7 萬 | 0.2% | −183−1.0% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 24,219 | $135.1 萬 | 0.2% | +1,494+6.6% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 3,246 | $134.9 萬 | 0.2% | +421+14.9% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 4,900 | $133.9 萬 | 0.2% | +405+9.0% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 8,747 | $133.6 萬 | 0.2% | +443+5.3% | 加碼 | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 8,586 | $129.8 萬 | 0.2% | +162+1.9% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 5,133 | $129.0 萬 | 0.2% | +234+4.8% | 加碼 | 歷史 |
2021 年第 4 季之後清倉（7 檔）
2021 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 4 季股數 | 2021 年第 4 季市值 | 2021 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Schwab US Aggregate Bond ETF808524839 | ETF | 5,592 | $30.1 萬 | <0.1% | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 875 | $25.6 萬 | <0.1% | – |
| IBMInternational Business Machines Corp | Stock | 1,855 | $24.8 萬 | <0.1% | 歷史 |
| RPMRPM International Inc | COM | 2,357 | $23.8 萬 | <0.1% | 歷史 |
| WSOWatsco Inc | COM | 653 | $20.4 萬 | <0.1% | 歷史 |
| Vanguard Communication Services ETF92204A884 | ETF | 1,475 | $20.0 萬 | <0.1% | – |
| Great Panther MNG Ltd39115V101 | COM | 57,023 | $1.20 萬 | <0.1% | – |