River Wealth Advisors LLC
- SEC CIK
- 0001642570
- 最新申報
- 2026/8/4
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/8/10 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 212
- 較 2022 年第 1 季 −9
- 總值
- $5.42 億
- 較 2022 年第 1 季 −$8,393 萬 (−13.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 197,875 | $2,705 萬 | 5.0% | +2,244+1.1% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 122,627 | $2,077 萬 | 3.8% | +7,907+6.9% | 加碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 395,848 | $1,978 萬 | 3.6% | +7,216+1.9% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 47,360 | $1,796 萬 | 3.3% | +526+1.1% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 69,341 | $1,781 萬 | 3.3% | +983+1.4% | 加碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 231,716 | $1,498 萬 | 2.8% | +3,060+1.3% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 196,504 | $1,479 萬 | 2.7% | +680.0% | 加碼 | – |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 194,624 | $1,257 萬 | 2.3% | +1,211+0.6% | 加碼 | – |
| iShares Tr46434V100 | 0-5YR INVT GR CP | 258,325 | $1,252 萬 | 2.3% | −922−0.4% | 減碼 | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 62,801 | $1,237 萬 | 2.3% | −61−0.1% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 4,737 | $1,032 萬 | 1.9% | +122+2.6% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 50,497 | $994.2 萬 | 1.8% | +114+0.2% | 加碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 19,017 | $917.7 萬 | 1.7% | −529−2.7% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 32,101 | $891.3 萬 | 1.6% | +691+2.2% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 76,258 | $809.9 萬 | 1.5% | +758+1.0% | 加碼依 20 比 1 拆股換算 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 159,643 | $783.2 萬 | 1.4% | +12,446+8.5% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 167,483 | $697.6 萬 | 1.3% | +582+0.3% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 41,830 | $697.1 萬 | 1.3% | +390+0.9% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 58,323 | $656.8 萬 | 1.2% | +2,100+3.7% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 32,787 | $652.2 萬 | 1.2% | −920−2.7% | 減碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 24,654 | $592.9 萬 | 1.1% | +192+0.8% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 18,331 | $578.3 萬 | 1.1% | −626−3.3% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 56,081 | $529.4 萬 | 1.0% | +2,583+4.8% | 加碼 | 歷史 |
| CSLCarlisle Companies Inc | COM | 22,018 | $525.4 萬 | 1.0% | −842−3.7% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 9,374 | $509.3 萬 | 0.9% | +41+0.4% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 28,788 | $502.8 萬 | 0.9% | +592+2.1% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 155,249 | $483.3 萬 | 0.9% | +6,208+4.2% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 19,419 | $472.5 萬 | 0.9% | −777−3.8% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 31,496 | $456.0 萬 | 0.8% | −70.0% | 減碼 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 32,871 | $430.9 萬 | 0.8% | −1,103−3.2% | 減碼 | – |
| TELTE Connectivity plc | REG SHS | 37,735 | $427.0 萬 | 0.8% | −578−1.5% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 55,345 | $422.1 萬 | 0.8% | −10.0% | 減碼 | – |
| ETNEaton Corp plc | Stock | 32,394 | $408.1 萬 | 0.8% | −458−1.4% | 減碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 34,019 | $400.2 萬 | 0.7% | +141+0.4% | 加碼 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 17,140 | $399.5 萬 | 0.7% | +271+1.6% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 25,052 | $395.3 萬 | 0.7% | −93−0.4% | 減碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 96,276 | $386.1 萬 | 0.7% | −16,597−14.7% | 減碼 | – |
| CVSCVS Health Corp | Stock | 41,132 | $381.1 萬 | 0.7% | +724+1.8% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,724 | $377.1 萬 | 0.7% | −44−2.5% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 24,598 | $376.7 萬 | 0.7% | +2,315+10.4% | 加碼 | 歷史 |
| ARWArrow Electronics, Inc. | COM | 33,407 | $374.5 萬 | 0.7% | −598−1.8% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 16,353 | $369.9 萬 | 0.7% | −474−2.8% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 20,554 | $364.9 萬 | 0.7% | +2,232+12.2% | 加碼 | 歷史 |
| HUNHuntsman CORP | COM | 127,294 | $360.9 萬 | 0.7% | −3,779−2.9% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 57,731 | $360.8 萬 | 0.7% | −2,137−3.6% | 減碼 | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 37,889 | $357.7 萬 | 0.7% | −525−1.4% | 減碼 | – |
| DHRDanaher Corp | Stock | 13,991 | $354.7 萬 | 0.7% | −370−2.6% | 減碼 | 歷史 |
| TTTrane Technologies plc | SHS | 26,752 | $347.4 萬 | 0.6% | −959−3.5% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 26,606 | $339.9 萬 | 0.6% | +2,288+9.4% | 加碼 | 歷史 |
| DHIHorton D R Inc | COM | 50,262 | $332.7 萬 | 0.6% | +1,332+2.7% | 加碼 | 歷史 |
| FITBFifth Third Bancorp | COM | 98,764 | $331.8 萬 | 0.6% | +1,703+1.8% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 36,656 | $329.2 萬 | 0.6% | +647+1.8% | 加碼 | 歷史 |
| CORCencora, Inc. | Stock | 22,706 | $321.2 萬 | 0.6% | +1,242+5.8% | 加碼 | 歷史 |
| LINLinde PLC | SHS | 10,824 | $311.2 萬 | 0.6% | −118−1.1% | 減碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 66,890 | $307.8 萬 | 0.6% | −1,074−1.6% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 5,976 | $307.0 萬 | 0.6% | +290+5.1% | 加碼 | 歷史 |
| TFCTruist Financial Corp | COM | 63,488 | $301.1 萬 | 0.6% | −3,006−4.5% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 10,701 | $293.5 萬 | 0.5% | −84−0.8% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 41,413 | $289.4 萬 | 0.5% | −1,603−3.7% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 14,425 | $283.6 萬 | 0.5% | +896+6.6% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 9,896 | $277.4 萬 | 0.5% | +20.0% | 加碼 | – |
| COFCapital One Financial Corp | Stock | 26,322 | $274.2 萬 | 0.5% | +699+2.7% | 加碼 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 17,637 | $273.8 萬 | 0.5% | −558−3.1% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 7,782 | $269.9 萬 | 0.5% | −469−5.7% | 減碼 | – |
| AEPAmerican Electric Power Co Inc | Stock | 26,509 | $254.3 萬 | 0.5% | +61+0.2% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 14,233 | $247.4 萬 | 0.5% | −609−4.1% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 47,578 | $241.5 萬 | 0.4% | −798−1.6% | 減碼 | 歷史 |
| RYRoyal Bank of Canada | Stock | 24,325 | $235.5 萬 | 0.4% | −325−1.3% | 減碼 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 36,548 | $229.3 萬 | 0.4% | −1,730−4.5% | 減碼 | – |
| RTXRTX Corp | Stock | 23,763 | $228.4 萬 | 0.4% | −50.0% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 22,174 | $226.6 萬 | 0.4% | −584−2.6% | 減碼 | 歷史 |
| PPLPPL Corp | COM | 83,536 | $226.6 萬 | 0.4% | +10,271+14.0% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 56,657 | $222.3 萬 | 0.4% | +8,734+18.2% | 加碼 | 歷史 |
| PSXPhillips 66 | Stock | 26,115 | $214.1 萬 | 0.4% | +2,096+8.7% | 加碼 | 歷史 |
| PHMPultegroup Inc | COM | 53,071 | $210.3 萬 | 0.4% | −2,002−3.6% | 減碼 | 歷史 |
| ALLEAllegion plc | ORD SHS | 20,296 | $198.7 萬 | 0.4% | −1,831−8.3% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 13,568 | $195.1 萬 | 0.4% | +4,821+55.1% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 20,254 | $187.2 萬 | 0.3% | +91+0.5% | 加碼 | – |
| KRNYKearny Financial Corp. | COM | 166,946 | $185.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 39,318 | $180.2 萬 | 0.3% | −4,358−10.0% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 6,382 | $174.2 萬 | 0.3% | +1,605+33.6% | 加碼 | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 16,436 | $172.7 萬 | 0.3% | −1,913−10.4% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 29,867 | $166.8 萬 | 0.3% | +11,114+59.3% | 加碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 14,023 | $165.0 萬 | 0.3% | +390+2.9% | 加碼 | – |
| DDominion Energy, Inc | Stock | 19,819 | $158.2 萬 | 0.3% | −230−1.1% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 9,679 | $156.1 萬 | 0.3% | −630−6.1% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 19,484 | $156.1 萬 | 0.3% | +1,462+8.1% | 加碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 5,935 | $146.0 萬 | 0.3% | +13+0.2% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 9,589 | $145.4 萬 | 0.3% | −240−2.4% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 15,075 | $137.4 萬 | 0.3% | +3,028+25.1% | 加碼 | 歷史 |
| TMToyota Motor Corp | ADS | 8,783 | $135.4 萬 | 0.2% | −160−1.8% | 減碼 | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 24,799 | $135.4 萬 | 0.2% | −370−1.5% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,563 | $134.4 萬 | 0.2% | +252+7.6% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 5,204 | $133.0 萬 | 0.2% | +71+1.4% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 25,345 | $132.9 萬 | 0.2% | +2,854+12.7% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 3,819 | $128.7 萬 | 0.2% | −334−8.0% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 2,987 | $128.4 萬 | 0.2% | +474+18.9% | 加碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 6,140 | $127.6 萬 | 0.2% | 00.0% | 不變 | – |
| COSTCostco Wholesale Corp | Stock | 2,614 | $125.3 萬 | 0.2% | +1,331+103.7% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 29,385 | $119.9 萬 | 0.2% | −170−0.6% | 減碼 | – |
2022 年第 1 季之後清倉（14 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| AVYAvery Dennison Corp | COM | 5,381 | $93.6 萬 | 0.1% | 歷史 |
| NFLXNetflix Inc | Stock | 848 | $31.8 萬 | 0.1% | 歷史 |
| RNPCohen & Steers REIT & Preferred & Income Fund Inc | COM | 11,642 | $31.3 萬 | <0.1% | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 2,703 | $29.6 萬 | <0.1% | 歷史 |
| CRLCharles River Laboratories International, Inc. | COM | 992 | $28.2 萬 | <0.1% | 歷史 |
| DGDollar General Corp | COM | 1,248 | $27.8 萬 | <0.1% | 歷史 |
| Fidelity Covington Trust316092204 | MSCI CONSM DIS | 3,221 | $25.5 萬 | <0.1% | – |
| ZBRAZebra Technologies Corp | CL A | 612 | $25.3 萬 | <0.1% | 歷史 |
| HPQHP Inc | Stock | 6,686 | $24.3 萬 | <0.1% | 歷史 |
| EBAYeBay Inc | COM | 4,115 | $23.5 萬 | <0.1% | 歷史 |
| LULUlululemon athletica inc. | Stock | 601 | $21.9 萬 | <0.1% | 歷史 |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 7,684 | $21.3 萬 | <0.1% | – |
| AMPAmeriprise Financial Inc | COM | 689 | $20.7 萬 | <0.1% | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 2,634 | $20.1 萬 | <0.1% | – |