River Wealth Advisors LLC
- SEC CIK
- 0001642570
- 最新申報
- 2026/8/4
2022 年第 3 季持倉
持倉截至 2022/9/30，2022/11/14 申報。只含多頭部位，變化是跟 2022 年第 2 季比股數。
- 持股檔數
- 197
- 較 2022 年第 2 季 −15
- 總值
- $4.64 億
- 較 2022 年第 2 季 −$7,877 萬 (−14.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 188,154 | $2,600 萬 | 5.6% | −9,721−4.9% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 137,056 | $2,260 萬 | 4.9% | +14,429+11.8% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 48,379 | $1,735 萬 | 3.7% | +1,019+2.2% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 68,167 | $1,588 萬 | 3.4% | −1,174−1.7% | 減碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 250,007 | $1,554 萬 | 3.4% | +18,291+7.9% | 加碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 333,935 | $1,481 萬 | 3.2% | −61,913−15.6% | 減碼 | – |
| iShares Tr46434V100 | 0-5YR INVT GR CP | 278,267 | $1,319 萬 | 2.8% | +19,942+7.7% | 加碼 | – |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 193,674 | $1,226 萬 | 2.6% | −950−0.5% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 90,621 | $866.8 萬 | 1.9% | −4,119−4.3% | 減碼依 20 比 1 拆股換算 | 歷史 |
| VVisa Inc. | Stock | 48,775 | $866.5 萬 | 1.9% | −1,722−3.4% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 32,421 | $834.2 萬 | 1.8% | +320+1.0% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 72,658 | $821.0 萬 | 1.8% | −3,600−4.7% | 減碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 17,645 | $801.5 萬 | 1.7% | −1,372−7.2% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 39,946 | $652.2 萬 | 1.4% | −1,884−4.5% | 減碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 147,060 | $632.1 萬 | 1.4% | −12,583−7.9% | 減碼 | – |
| SYKStryker Corp | Stock | 29,095 | $589.3 萬 | 1.3% | −3,692−11.3% | 減碼 | 歷史 |
| CSLCarlisle Companies Inc | COM | 21,000 | $588.9 萬 | 1.3% | −1,018−4.6% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 54,226 | $566.7 萬 | 1.2% | −4,097−7.0% | 減碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 23,154 | $538.9 萬 | 1.2% | −1,500−6.1% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 28,232 | $530.2 萬 | 1.1% | −556−1.9% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 56,168 | $529.8 萬 | 1.1% | +87+0.2% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 27,041 | $527.6 萬 | 1.1% | −35,760−56.9% | 減碼 | – |
| MAMastercard Inc | Stock | 16,765 | $476.7 萬 | 1.0% | −1,566−8.5% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 153,097 | $462.4 萬 | 1.0% | −2,152−1.4% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 8,789 | $445.8 萬 | 1.0% | −585−6.2% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 29,998 | $431.0 萬 | 0.9% | −1,498−4.8% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 18,543 | $418.0 萬 | 0.9% | −876−4.5% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 30,021 | $400.4 萬 | 0.9% | −2,373−7.3% | 減碼 | 歷史 |
| TELTE Connectivity plc | REG SHS | 35,672 | $393.7 萬 | 0.8% | −2,063−5.5% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 41,116 | $392.1 萬 | 0.8% | −160.0% | 減碼 | 歷史 |
| COPConocoPhillips | Stock | 36,108 | $369.5 萬 | 0.8% | −548−1.5% | 減碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 24,415 | $364.8 萬 | 0.8% | −637−2.5% | 減碼 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 15,666 | $359.8 萬 | 0.8% | −1,474−8.6% | 減碼 | 歷史 |
| TTTrane Technologies plc | SHS | 24,504 | $354.8 萬 | 0.8% | −2,248−8.4% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 30,192 | $341.1 萬 | 0.7% | +3,586+13.5% | 加碼 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 26,832 | $341.1 萬 | 0.7% | −6,039−18.4% | 減碼 | – |
| DHIHorton D R Inc | COM | 49,244 | $331.7 萬 | 0.7% | −1,018−2.0% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 15,075 | $330.5 萬 | 0.7% | −1,278−7.8% | 減碼 | – |
| PLDPrologis, Inc. | REIT | 32,085 | $326.0 萬 | 0.7% | −1,934−5.7% | 減碼 | 歷史 |
| CORCencora, Inc. | Stock | 23,968 | $324.4 萬 | 0.7% | +1,262+5.6% | 加碼 | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 35,984 | $323.9 萬 | 0.7% | −1,905−5.0% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 19,795 | $323.4 萬 | 0.7% | −759−3.7% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 12,508 | $323.1 萬 | 0.7% | −1,483−10.6% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 6,394 | $322.9 萬 | 0.7% | +418+7.0% | 加碼 | 歷史 |
| FITBFifth Third Bancorp | COM | 98,866 | $316.0 萬 | 0.7% | +102+0.1% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 32,640 | $313.8 萬 | 0.7% | −1,840−5.3% | 減碼依 20 比 1 拆股換算 | 歷史 |
| ABBVAbbVie Inc. | Stock | 21,919 | $294.2 萬 | 0.6% | −2,679−10.9% | 減碼 | 歷史 |
| ARWArrow Electronics, Inc. | COM | 31,082 | $286.5 萬 | 0.6% | −2,325−7.0% | 減碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 81,767 | $285.2 萬 | 0.6% | −14,509−15.1% | 減碼 | – |
| LINLinde PLC | SHS | 10,341 | $278.8 萬 | 0.6% | −483−4.5% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 10,043 | $277.1 萬 | 0.6% | −658−6.1% | 減碼 | 歷史 |
| HUNHuntsman CORP | COM | 107,901 | $264.8 萬 | 0.6% | −19,393−15.2% | 減碼 | 歷史 |
| TFCTruist Financial Corp | COM | 60,339 | $262.7 萬 | 0.6% | −3,149−5.0% | 減碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 63,518 | $256.1 萬 | 0.6% | −3,372−5.0% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 14,077 | $256.0 萬 | 0.6% | −348−2.4% | 減碼 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 16,911 | $252.5 萬 | 0.5% | −726−4.1% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 44,608 | $249.8 萬 | 0.5% | −13,123−22.7% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 9,001 | $240.6 萬 | 0.5% | −895−9.0% | 減碼 | – |
| COFCapital One Financial Corp | Stock | 25,488 | $234.9 萬 | 0.5% | −834−3.2% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 38,459 | $234.9 萬 | 0.5% | −2,954−7.1% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 36,214 | $225.0 萬 | 0.5% | +6,347+21.3% | 加碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 25,755 | $222.7 萬 | 0.5% | −754−2.8% | 減碼 | 歷史 |
| PSXPhillips 66 | Stock | 26,926 | $217.3 萬 | 0.5% | +811+3.1% | 加碼 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 35,596 | $215.5 萬 | 0.5% | −952−2.6% | 減碼 | – |
| HONHoneywell International Inc | COM | 12,711 | $212.2 萬 | 0.5% | −1,522−10.7% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 24,304 | $199.0 萬 | 0.4% | +541+2.3% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 66,517 | $195.1 萬 | 0.4% | +9,860+17.4% | 加碼 | 歷史 |
| PHMPultegroup Inc | COM | 49,239 | $184.6 萬 | 0.4% | −3,832−7.2% | 減碼 | 歷史 |
| RYRoyal Bank of Canada | Stock | 20,177 | $181.7 萬 | 0.4% | −4,148−17.1% | 減碼 | 歷史 |
| PPLPPL Corp | COM | 71,485 | $181.2 萬 | 0.4% | −12,051−14.4% | 減碼 | 歷史 |
| KRNYKearny Financial Corp. | COM | 166,946 | $177.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| NKENIKE, Inc. | Stock | 21,021 | $174.7 萬 | 0.4% | −1,153−5.2% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 19,888 | $173.4 萬 | 0.4% | −366−1.8% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 13,358 | $168.6 萬 | 0.4% | −210−1.5% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 6,247 | $166.8 萬 | 0.4% | −135−2.1% | 減碼 | 歷史 |
| ALLEAllegion plc | ORD SHS | 18,470 | $165.6 萬 | 0.4% | −1,826−9.0% | 減碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 37,539 | $164.6 萬 | 0.4% | −1,779−4.5% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 18,855 | $162.4 萬 | 0.4% | +3,780+25.1% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 42,123 | $159.9 萬 | 0.3% | −5,455−11.5% | 減碼 | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 14,218 | $148.6 萬 | 0.3% | −2,218−13.5% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 20,477 | $143.9 萬 | 0.3% | +993+5.1% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,010 | $142.2 萬 | 0.3% | +396+15.1% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 4,209 | $138.2 萬 | 0.3% | −3,573−45.9% | 減碼 | – |
| PHParker-Hannifin Corp | Stock | 5,636 | $136.6 萬 | 0.3% | −299−5.0% | 減碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 12,723 | $136.4 萬 | 0.3% | −1,300−9.3% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,541 | $126.5 萬 | 0.3% | −22−0.6% | 減碼 | 歷史 |
| DDominion Energy, Inc | Stock | 18,077 | $124.9 萬 | 0.3% | −1,742−8.8% | 減碼 | 歷史 |
| LRCXLam Research Corp | COM | 3,384 | $123.9 萬 | 0.3% | +1,001+42.0% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 3,687 | $123.1 萬 | 0.3% | +207+5.9% | 加碼 | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 19,352 | $122.0 萬 | 0.3% | +3,690+23.6% | 加碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 6,140 | $121.2 萬 | 0.3% | 00.0% | 不變 | – |
| ADPAutomatic Data Processing Inc | Stock | 5,283 | $119.5 萬 | 0.3% | −7−0.1% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 7,232 | $115.9 萬 | 0.3% | −512−6.6% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 8,471 | $114.9 萬 | 0.2% | −1,208−12.5% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 3,714 | $113.4 萬 | 0.2% | −105−2.7% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 14,186 | $111.2 萬 | 0.2% | −601−4.1% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 25,348 | $110.9 萬 | 0.2% | +30.0% | 加碼 | 歷史 |
| MASMasco Corp | COM | 23,625 | $110.3 萬 | 0.2% | +1,236+5.5% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 4,718 | $108.9 萬 | 0.2% | +284+6.4% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 5,053 | $108.5 萬 | 0.2% | −151−2.9% | 減碼 | 歷史 |
2022 年第 2 季之後清倉（17 檔）
2022 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 2 季股數 | 2022 年第 2 季市值 | 2022 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard Total Bond Market ETF921937835 | ETF | 196,504 | $1,479 萬 | 2.7% | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 55,345 | $422.1 萬 | 0.8% | – |
| TAT&T Inc. | Stock | 24,849 | $52.1 萬 | 0.1% | 歷史 |
| MMM3M Co | Stock | 3,504 | $45.3 萬 | 0.1% | 歷史 |
| HTHersha Hospitality Trust | PR SHS BEN INT | 44,453 | $43.6 萬 | 0.1% | 歷史 |
| BABoeing Co | Stock | 2,958 | $40.4 萬 | 0.1% | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 3,505 | $30.6 萬 | 0.1% | – |
| Schwab International Equity ETF808524805 | ETF | 9,533 | $30.0 萬 | 0.1% | – |
| VFCV F Corp | Stock | 6,645 | $29.4 萬 | 0.1% | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 6,393 | $28.3 萬 | 0.1% | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 4,389 | $25.8 萬 | <0.1% | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 2,323 | $24.7 萬 | <0.1% | – |
| ADBEAdobe Inc. | Stock | 654 | $23.9 萬 | <0.1% | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,636 | $23.1 萬 | <0.1% | 歷史 |
| EMREmerson Electric Co | Stock | 2,866 | $22.8 萬 | <0.1% | 歷史 |
| MSMorgan Stanley | Stock | 2,940 | $22.4 萬 | <0.1% | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 3,324 | $21.0 萬 | <0.1% | 歷史 |