River Wealth Advisors LLC
- SEC CIK
- 0001642570
- 最新申報
- 2026/8/4
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/2/10 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 207
- 較 2022 年第 3 季 +10
- 總值
- $5.19 億
- 較 2022 年第 3 季 +$5,556 萬 (+12.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Russell 2000 ETF464287655 | ETF | 153,732 | $2,680 萬 | 5.2% | +16,676+12.2% | 加碼 | – |
| AAPLApple Inc. | Stock | 188,448 | $2,449 萬 | 4.7% | +294+0.2% | 加碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 274,725 | $1,853 萬 | 3.6% | +24,718+9.9% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 47,417 | $1,822 萬 | 3.5% | −962−2.0% | 減碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 341,527 | $1,712 萬 | 3.3% | +7,592+2.3% | 加碼 | – |
| iShares Tr46434V100 | 0-5YR INVT GR CP | 351,889 | $1,684 萬 | 3.2% | +73,622+26.5% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 70,201 | $1,684 萬 | 3.2% | +2,034+3.0% | 加碼 | 歷史 |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 198,108 | $1,275 萬 | 2.5% | +4,434+2.3% | 加碼 | – |
| VVisa Inc. | Stock | 51,104 | $1,062 萬 | 2.0% | +2,329+4.8% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 33,264 | $887.6 萬 | 1.7% | +843+2.6% | 加碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 16,772 | $860.4 萬 | 1.7% | −873−4.9% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 93,648 | $826.3 萬 | 1.6% | +3,027+3.3% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 40,452 | $730.8 萬 | 1.4% | +506+1.3% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 53,410 | $716.2 萬 | 1.4% | −816−1.5% | 減碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 22,958 | $707.7 萬 | 1.4% | −196−0.8% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 28,609 | $699.5 萬 | 1.3% | −486−1.7% | 減碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 136,957 | $639.6 萬 | 1.2% | −10,103−6.9% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 72,646 | $610.2 萬 | 1.2% | −120.0% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 29,033 | $578.5 萬 | 1.1% | +801+2.8% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 31,978 | $574.0 萬 | 1.1% | +1,980+6.6% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 16,228 | $564.3 萬 | 1.1% | −537−3.2% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 156,349 | $517.8 萬 | 1.0% | +3,252+2.1% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 9,185 | $505.8 萬 | 1.0% | +396+4.5% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 25,124 | $503.8 萬 | 1.0% | −1,917−7.1% | 減碼 | – |
| CSLCarlisle Companies Inc | COM | 20,926 | $493.1 萬 | 0.9% | −74−0.4% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 55,417 | $481.5 萬 | 0.9% | −751−1.3% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 18,199 | $478.0 萬 | 0.9% | −344−1.9% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 29,390 | $461.3 萬 | 0.9% | −631−2.1% | 減碼 | 歷史 |
| DHIHorton D R Inc | COM | 51,067 | $455.2 萬 | 0.9% | +1,823+3.7% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 37,420 | $441.6 萬 | 0.9% | +1,312+3.6% | 加碼 | 歷史 |
| CORCencora, Inc. | Stock | 26,176 | $433.8 萬 | 0.8% | +2,208+9.2% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 7,933 | $420.6 萬 | 0.8% | +1,539+24.1% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 43,898 | $409.1 萬 | 0.8% | +2,782+6.8% | 加碼 | 歷史 |
| TELTE Connectivity plc | REG SHS | 35,170 | $403.8 萬 | 0.8% | −502−1.4% | 減碼 | 歷史 |
| TTTrane Technologies plc | SHS | 23,766 | $399.5 萬 | 0.8% | −738−3.0% | 減碼 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 16,888 | $391.4 萬 | 0.8% | +1,222+7.8% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 24,419 | $385.7 萬 | 0.7% | +40.0% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 46,709 | $371.8 萬 | 0.7% | +10,495+29.0% | 加碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 32,785 | $369.6 萬 | 0.7% | +700+2.2% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 33,275 | $365.8 萬 | 0.7% | +3,083+10.2% | 加碼 | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 35,712 | $360.0 萬 | 0.7% | −272−0.8% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 14,849 | $359.2 萬 | 0.7% | −226−1.5% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 19,906 | $351.6 萬 | 0.7% | +111+0.6% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 21,430 | $346.3 萬 | 0.7% | −489−2.2% | 減碼 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 25,474 | $338.5 萬 | 0.7% | −1,358−5.1% | 減碼 | – |
| CBChubb Ltd | Stock | 15,029 | $331.5 萬 | 0.6% | +952+6.8% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 12,408 | $329.3 萬 | 0.6% | −100−0.8% | 減碼 | 歷史 |
| FITBFifth Third Bancorp | COM | 100,079 | $328.4 萬 | 0.6% | +1,213+1.2% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 10,348 | $326.9 萬 | 0.6% | +305+3.0% | 加碼 | 歷史 |
| ARWArrow Electronics, Inc. | COM | 31,082 | $325.0 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| ORCLOracle Corp | Stock | 37,951 | $310.2 萬 | 0.6% | −508−1.3% | 減碼 | 歷史 |
| LINLinde PLC | SHS | 9,329 | $304.3 萬 | 0.6% | −1,012−9.8% | 減碼 | 歷史 |
| PSXPhillips 66 | Stock | 28,721 | $298.9 萬 | 0.6% | +1,795+6.7% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 32,332 | $286.9 萬 | 0.6% | −308−0.9% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 42,815 | $281.0 萬 | 0.5% | −1,793−4.0% | 減碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 74,102 | $280.8 萬 | 0.5% | −7,665−9.4% | 減碼 | – |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 16,724 | $276.7 萬 | 0.5% | −187−1.1% | 減碼 | 歷史 |
| CMCSAComcast Corp | Stock | 77,532 | $271.1 萬 | 0.5% | +11,015+16.6% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 12,623 | $270.5 萬 | 0.5% | −88−0.7% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 9,772 | $260.2 萬 | 0.5% | +771+8.6% | 加碼 | – |
| HUNHuntsman CORP | COM | 93,521 | $257.0 萬 | 0.5% | −14,380−13.3% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 22,747 | $252.4 萬 | 0.5% | +3,892+20.6% | 加碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 26,423 | $250.9 萬 | 0.5% | +668+2.6% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 24,818 | $250.5 萬 | 0.5% | +514+2.1% | 加碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 26,184 | $243.4 萬 | 0.5% | +696+2.7% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 20,531 | $240.2 萬 | 0.5% | −490−2.3% | 減碼 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 35,681 | $234.1 萬 | 0.5% | +85+0.2% | 加碼 | – |
| TFCTruist Financial Corp | COM | 54,089 | $232.7 萬 | 0.4% | −6,250−10.4% | 減碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 51,834 | $226.0 萬 | 0.4% | −11,684−18.4% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 14,791 | $224.2 萬 | 0.4% | +1,433+10.7% | 加碼 | 歷史 |
| PHMPultegroup Inc | COM | 48,801 | $222.2 萬 | 0.4% | −438−0.9% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 6,589 | $203.5 萬 | 0.4% | +342+5.5% | 加碼 | 歷史 |
| LRCXLam Research Corp | COM | 4,806 | $202.0 萬 | 0.4% | +1,422+42.0% | 加碼 | 歷史 |
| PPLPPL Corp | COM | 68,113 | $199.0 萬 | 0.4% | −3,372−4.7% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 19,771 | $187.1 萬 | 0.4% | −117−0.6% | 減碼 | – |
| RYRoyal Bank of Canada | Stock | 19,663 | $184.9 萬 | 0.4% | −514−2.5% | 減碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 36,352 | $183.0 萬 | 0.4% | −1,187−3.2% | 減碼 | 歷史 |
| ALLEAllegion plc | ORD SHS | 17,042 | $179.4 萬 | 0.3% | −1,428−7.7% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 4,112 | $176.3 萬 | 0.3% | +425+11.5% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,774 | $172.3 萬 | 0.3% | +764+25.4% | 加碼 | 歷史 |
| KRNYKearny Financial Corp. | COM | 166,946 | $169.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PHParker-Hannifin Corp | Stock | 5,649 | $164.4 萬 | 0.3% | +13+0.2% | 加碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 20,799 | $163.9 萬 | 0.3% | +322+1.6% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 3,347 | $162.8 萬 | 0.3% | +677+25.4% | 加碼 | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 12,471 | $159.0 萬 | 0.3% | −1,747−12.3% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 30,893 | $158.3 萬 | 0.3% | +5,545+21.9% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 6,298 | $150.9 萬 | 0.3% | −199−3.1% | 減碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 12,058 | $145.4 萬 | 0.3% | −665−5.2% | 減碼 | – |
| VZVerizon Communications Inc | Stock | 35,614 | $140.3 萬 | 0.3% | −6,509−15.5% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 3,963 | $139.2 萬 | 0.3% | −246−5.8% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 9,208 | $134.6 萬 | 0.3% | +451+5.2% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 8,471 | $132.9 萬 | 0.3% | +1,239+17.1% | 加碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 34,397 | $130.7 萬 | 0.3% | +9,012+35.5% | 加碼 | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 19,089 | $130.4 萬 | 0.3% | −263−1.4% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,317 | $126.8 萬 | 0.2% | −224−6.3% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 1,777 | $125.9 萬 | 0.2% | +264+17.4% | 加碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 5,980 | $125.9 萬 | 0.2% | −160−2.6% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 4,737 | $124.8 萬 | 0.2% | +19+0.4% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 14,253 | $124.7 萬 | 0.2% | +450+3.3% | 加碼 | – |
| ADPAutomatic Data Processing Inc | Stock | 5,210 | $124.4 萬 | 0.2% | −73−1.4% | 減碼 | 歷史 |
2022 年第 3 季之後清倉（4 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。