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 |
|---|---|---|---|---|---|---|---|
| GERNGeron Corp | COM | 10,000 | $1.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Ares Capital Corp04010LAW3 | NOTE 4.625% 3/0 | 155,000 | $16.5 萬 | <0.1% | +155,000 | 新進 | – |
| FFord Motor Co | Stock | 15,670 | $17.4 萬 | <0.1% | +15,670 | 新進 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 10,863 | $18.2 萬 | <0.1% | +10,863 | 新進 | 歷史 |
| Invesco Exch Traded FD Tr II46138E578 | KBW REGL BKG | 3,832 | $20.5 萬 | <0.1% | +4+0.1% | 加碼 | – |
| NVSNovartis AG | ADR | 2,453 | $20.7 萬 | <0.1% | +122+5.2% | 加碼 | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 3,324 | $21.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 1,509 | $21.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FDSFactset Research Systems Inc | Stock | 568 | $21.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MSMorgan Stanley | Stock | 2,940 | $22.4 萬 | <0.1% | −187−6.0% | 減碼 | 歷史 |
| Fidelity MSCI Financials Index ETF316092501 | ETF | 5,054 | $22.6 萬 | <0.1% | +194+4.0% | 加碼 | – |
| AONAon plc | CL A | 838 | $22.6 萬 | <0.1% | −25−2.9% | 減碼 | 歷史 |
| EMREmerson Electric Co | Stock | 2,866 | $22.8 萬 | <0.1% | −46−1.6% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,636 | $23.1 萬 | <0.1% | +1,636 | 新進 | 歷史 |
| ADBEAdobe Inc. | Stock | 654 | $23.9 萬 | <0.1% | +54+9.0% | 加碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 2,323 | $24.7 萬 | <0.1% | −851−26.8% | 減碼 | – |
| GPCGenuine Parts Co | Stock | 1,880 | $25.0 萬 | <0.1% | +46+2.5% | 加碼 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 6,594 | $25.7 萬 | <0.1% | +1,550+30.7% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 4,389 | $25.8 萬 | <0.1% | −52−1.2% | 減碼 | – |
| BDXBecton Dickinson & Co | Stock | 1,059 | $26.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 4,337 | $26.3 萬 | <0.1% | −148−3.3% | 減碼 | – |
| AJGArthur J. Gallagher & Co. | COM | 1,657 | $27.0 萬 | <0.1% | +15+0.9% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 3,583 | $27.4 萬 | 0.1% | +81+2.3% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,231 | $27.4 萬 | 0.1% | 00.0% | 不變 | – |
| RQICohen & Steers Quality Income Realty Fund Inc | CEF | 20,407 | $27.7 萬 | 0.1% | −106−0.5% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 4,409 | $27.9 萬 | 0.1% | +4,409 | 新進 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 6,393 | $28.3 萬 | 0.1% | −47−0.7% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,450 | $28.6 萬 | 0.1% | +11+0.8% | 加碼 | – |
| HSYHershey Co | COM | 1,330 | $28.6 萬 | 0.1% | +25+1.9% | 加碼 | 歷史 |
| BROBrown & Brown, Inc. | Stock | 5,027 | $29.3 萬 | 0.1% | −410−7.5% | 減碼 | 歷史 |
| VFCV F Corp | Stock | 6,645 | $29.4 萬 | 0.1% | −332−4.8% | 減碼 | 歷史 |
| SNPSSynopsys Inc | COM | 975 | $29.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 9,533 | $30.0 萬 | 0.1% | +791+9.0% | 加碼 | – |
| NUENucor Corp | COM | 2,883 | $30.1 萬 | 0.1% | −198−6.4% | 減碼 | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 3,505 | $30.6 萬 | 0.1% | 00.0% | 不變 | – |
| TSLATesla, Inc. | Stock | 457 | $30.8 萬 | 0.1% | +134+41.5% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 4,586 | $32.8 萬 | 0.1% | +627+15.8% | 加碼 | – |
| WMTWalmart Inc. | Stock | 2,720 | $33.1 萬 | 0.1% | +422+18.4% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 3,167 | $34.0 萬 | 0.1% | −325−9.3% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 8,837 | $34.6 萬 | 0.1% | +7+0.1% | 加碼 | 歷史 |
| GLGlobe Life Inc. | COM | 3,561 | $34.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard World FD921910873 | MEGA CAP INDEX | 2,675 | $35.3 萬 | 0.1% | +800+42.7% | 加碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 4,493 | $36.0 萬 | 0.1% | +226+5.3% | 加碼 | – |
| TMUST-Mobile US, Inc. | Stock | 2,761 | $37.1 萬 | 0.1% | +8+0.3% | 加碼 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 2,355 | $39.8 萬 | 0.1% | −110−4.5% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 1,343 | $39.9 萬 | 0.1% | +248+22.6% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 2,596 | $39.9 萬 | 0.1% | +75+3.0% | 加碼 | 歷史 |
| BABoeing Co | Stock | 2,958 | $40.4 萬 | 0.1% | +1,811+157.9% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 3,748 | $40.7 萬 | 0.1% | +1,700+83.0% | 加碼 | 歷史 |
| EXCExelon Corp | Stock | 9,014 | $40.8 萬 | 0.1% | +4,047+81.5% | 加碼 | 歷史 |
| CMICummins Inc | Stock | 2,126 | $41.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MOG.AMoog Inc. | CL A | 5,174 | $41.1 萬 | 0.1% | −23−0.4% | 減碼 | 歷史 |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 4,265 | $41.2 萬 | 0.1% | −71−1.6% | 減碼 | – |
| TOLToll Brothers, Inc. | COM | 9,270 | $41.3 萬 | 0.1% | −625−6.3% | 減碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 4,234 | $43.0 萬 | 0.1% | 00.0% | 不變 | – |
| HTHersha Hospitality Trust | PR SHS BEN INT | 44,453 | $43.6 萬 | 0.1% | −745−1.6% | 減碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 4,376 | $44.5 萬 | 0.1% | −223−4.8% | 減碼 | – |
| MMM3M Co | Stock | 3,504 | $45.3 萬 | 0.1% | +275+8.5% | 加碼 | 歷史 |
| TDToronto Dominion Bank | Stock | 7,079 | $46.4 萬 | 0.1% | +2,011+39.7% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 2,112 | $46.7 萬 | 0.1% | +120+6.0% | 加碼 | 歷史 |
| RMDResmed Inc | COM | 2,256 | $47.3 萬 | 0.1% | −32−1.4% | 減碼 | 歷史 |
| MKCMcCormick & Co Inc | Stock | 5,740 | $47.8 萬 | 0.1% | −94−1.6% | 減碼 | 歷史 |
| OTISOtis Worldwide Corp | Stock | 6,993 | $49.4 萬 | 0.1% | −34−0.5% | 減碼 | 歷史 |
| LHLabcorp Holdings Inc. | COM NEW | 2,143 | $50.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 11,529 | $51.5 萬 | 0.1% | +1,647+16.7% | 加碼 | – |
| Vanguard Health Care ETF92204A504 | ETF | 2,185 | $51.5 萬 | 0.1% | +500+29.7% | 加碼 | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 3,761 | $51.7 萬 | 0.1% | +404+12.0% | 加碼 | – |
| TAT&T Inc. | Stock | 24,849 | $52.1 萬 | 0.1% | +628+2.6% | 加碼 | 歷史 |
| MCKMcKesson Corp | Stock | 1,626 | $53.0 萬 | 0.1% | −53−3.2% | 減碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 4,507 | $53.5 萬 | 0.1% | 00.0% | 不變 | – |
| FCXFreeport-McMoran Inc | Stock | 18,539 | $54.2 萬 | 0.1% | +12,633+213.9% | 加碼 | 歷史 |
| CARRCarrier Global Corp | Stock | 15,776 | $56.3 萬 | 0.1% | −243−1.5% | 減碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 17,975 | $56.5 萬 | 0.1% | +20.0% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,401 | $57.9 萬 | 0.1% | +8+0.6% | 加碼 | 歷史 |
| DFSDiscover Financial Services | COM | 6,131 | $58.0 萬 | 0.1% | −100−1.6% | 減碼 | 歷史 |
| PPGPPG Industries Inc | Stock | 5,158 | $59.0 萬 | 0.1% | −87−1.7% | 減碼 | 歷史 |
| DGXQuest Diagnostics Inc | COM | 4,459 | $59.3 萬 | 0.1% | −125−2.7% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 3,386 | $59.6 萬 | 0.1% | −247−6.8% | 減碼 | – |
| IRIngersoll Rand Inc. | COM | 14,287 | $60.1 萬 | 0.1% | −145−1.0% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 7,825 | $60.3 萬 | 0.1% | −412−5.0% | 減碼 | 歷史 |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 5,949 | $60.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MTBM&T Bank Corp | COM | 3,921 | $62.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 11,063 | $69.6 萬 | 0.1% | +556+5.3% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 5,073 | $71.7 萬 | 0.1% | −3−0.1% | 減碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 5,436 | $73.5 萬 | 0.1% | +885+19.4% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 16,046 | $73.8 萬 | 0.1% | −18−0.1% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 1,221 | $74.4 萬 | 0.1% | +765+167.8% | 加碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 2,536 | $82.8 萬 | 0.2% | +30+1.2% | 加碼 | – |
| SUMSummit Materials, Inc. | CL A | 36,074 | $84.0 萬 | 0.2% | +2,815+8.5% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 6,645 | $84.5 萬 | 0.2% | +304+4.8% | 加碼 | – |
| ITWIllinois Tool Works Inc | Stock | 5,046 | $92.0 萬 | 0.2% | −92−1.8% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 25,249 | $94.5 萬 | 0.2% | +384+1.5% | 加碼 | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 8,599 | $97.7 萬 | 0.2% | +13+0.2% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 11,506 | $98.5 萬 | 0.2% | +1,199+11.6% | 加碼 | 歷史 |
| FDXFedEx Corp | Stock | 4,370 | $99.1 萬 | 0.2% | +1,137+35.2% | 加碼 | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 15,662 | $99.8 萬 | 0.2% | 00.0% | 不變 | – |
| LRCXLam Research Corp | COM | 2,383 | $101.6 萬 | 0.2% | +764+47.2% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 4,822 | $102.8 萬 | 0.2% | −78−1.6% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 24,277 | $103.5 萬 | 0.2% | +58+0.2% | 加碼 | 歷史 |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 25,411 | $103.8 萬 | 0.2% | +191+0.8% | 加碼 | – |
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% | – |