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 |
|---|---|---|---|---|---|---|---|
| GERNGeron Corp | COM | 10,000 | $2.42 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Ares Capital Corp04010LAW3 | NOTE 4.625% 3/0 | 120,000 | $12.8 萬 | <0.1% | 00.0% | 不變 | – |
| RCSPIMCO Strategic Income Fund, Inc. | CEF | 31,967 | $15.8 萬 | <0.1% | +31,967 | 新進 | 歷史 |
| FFord Motor Co | Stock | 14,822 | $17.2 萬 | <0.1% | −251−1.7% | 減碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 10,538 | $19.1 萬 | <0.1% | −325−3.0% | 減碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 2,325 | $20.0 萬 | <0.1% | +2,325 | 新進 | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 3,324 | $20.4 萬 | <0.1% | +3,324 | 新進 | 歷史 |
| Invesco Exch Traded FD Tr II46138E578 | KBW REGL BKG | 3,641 | $20.7 萬 | <0.1% | +5+0.1% | 加碼 | – |
| RPMRPM International Inc | COM | 2,159 | $21.0 萬 | <0.1% | +2,159 | 新進 | 歷史 |
| FDSFactset Research Systems Inc | Stock | 528 | $21.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NFLXNetflix Inc | Stock | 740 | $21.8 萬 | <0.1% | +740 | 新進 | 歷史 |
| RQICohen & Steers Quality Income Realty Fund Inc | CEF | 19,121 | $22.0 萬 | <0.1% | −482−2.5% | 減碼 | 歷史 |
| AONAon plc | CL A | 747 | $22.4 萬 | <0.1% | −27−3.5% | 減碼 | 歷史 |
| Fidelity MSCI Financials Index ETF316092501 | ETF | 4,797 | $23.0 萬 | <0.1% | −207−4.1% | 減碼 | – |
| WMTWalmart Inc. | Stock | 1,713 | $24.3 萬 | <0.1% | −147−7.9% | 減碼 | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 2,498 | $24.5 萬 | <0.1% | +2,498 | 新進 | – |
| SNPSSynopsys Inc | COM | 775 | $24.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,176 | $25.1 萬 | <0.1% | −148−11.2% | 減碼 | – |
| NVSNovartis AG | ADR | 2,771 | $25.1 萬 | <0.1% | −422−13.2% | 減碼 | 歷史 |
| STLDSteel Dynamics Inc | COM | 2,641 | $25.8 萬 | <0.1% | +2,641 | 新進 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,711 | $26.3 萬 | 0.1% | −700−20.5% | 減碼 | – |
| BROBrown & Brown, Inc. | Stock | 4,657 | $26.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 1,059 | $26.9 萬 | 0.1% | −7−0.7% | 減碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 3,595 | $27.2 萬 | 0.1% | −457−11.3% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 747 | $27.3 萬 | 0.1% | +747 | 新進 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 3,572 | $27.7 萬 | 0.1% | −780−17.9% | 減碼 | – |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 4,691 | $30.0 萬 | 0.1% | +143+3.1% | 加碼 | – |
| DGDollar General Corp | COM | 1,226 | $30.2 萬 | 0.1% | +1,226 | 新進 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,491 | $30.4 萬 | 0.1% | +14+0.9% | 加碼 | – |
| GPCGenuine Parts Co | Stock | 1,810 | $31.4 萬 | 0.1% | −46−2.5% | 減碼 | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 1,678 | $31.6 萬 | 0.1% | +10+0.6% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 3,093 | $31.9 萬 | 0.1% | −59−1.9% | 減碼 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 8,041 | $32.6 萬 | 0.1% | +1,935+31.7% | 加碼 | – |
| MOG.AMoog Inc. | CL A | 3,753 | $32.9 萬 | 0.1% | +2+0.1% | 加碼 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 2,631 | $34.0 萬 | 0.1% | −256−8.9% | 減碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 7,674 | $34.6 萬 | 0.1% | +89+1.2% | 加碼 | – |
| EXCExelon Corp | Stock | 8,137 | $35.2 萬 | 0.1% | −198−2.4% | 減碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 2,576 | $36.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WFCWells Fargo & Company | Stock | 8,857 | $36.6 萬 | 0.1% | −191−2.1% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 4,409 | $36.7 萬 | 0.1% | −40−0.9% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 3,808 | $37.8 萬 | 0.1% | +21+0.6% | 加碼 | 歷史 |
| NUENucor Corp | COM | 2,886 | $38.0 萬 | 0.1% | +2+0.1% | 加碼 | 歷史 |
| GLGlobe Life Inc. | COM | 3,286 | $39.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 2,156 | $40.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DGXQuest Diagnostics Inc | COM | 2,599 | $40.7 萬 | 0.1% | −542−17.3% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 3,309 | $40.8 萬 | 0.1% | −375−10.2% | 減碼 | 歷史 |
| TOLToll Brothers, Inc. | COM | 8,195 | $40.9 萬 | 0.1% | −78−0.9% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 3,764 | $41.3 萬 | 0.1% | +35+0.9% | 加碼 | 歷史 |
| MKCMcCormick & Co Inc | Stock | 5,108 | $42.3 萬 | 0.1% | −42−0.8% | 減碼 | 歷史 |
| TDToronto Dominion Bank | Stock | 6,631 | $42.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 6,143 | $44.1 萬 | 0.1% | +6,143 | 新進 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,320 | $44.4 萬 | 0.1% | +566+32.3% | 加碼 | – |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 4,746 | $44.9 萬 | 0.1% | +197+4.3% | 加碼 | – |
| CMICummins Inc | Stock | 1,852 | $44.9 萬 | 0.1% | −75−3.9% | 減碼 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 1,831 | $45.4 萬 | 0.1% | −248−11.9% | 減碼 | – |
| RMDResmed Inc | COM | 2,191 | $45.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LHLabcorp Holdings Inc. | COM NEW | 1,938 | $45.6 萬 | 0.1% | −71−3.5% | 減碼 | 歷史 |
| OTISOtis Worldwide Corp | Stock | 5,832 | $45.7 萬 | 0.1% | −557−8.7% | 減碼 | 歷史 |
| HSYHershey Co | COM | 2,020 | $46.8 萬 | 0.1% | +690+51.9% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 1,940 | $48.1 萬 | 0.1% | +157+8.8% | 加碼 | 歷史 |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 5,374 | $49.2 萬 | 0.1% | −175−3.2% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 11,848 | $49.7 萬 | 0.1% | −773−6.1% | 減碼 | – |
| MTBM&T Bank Corp | COM | 3,512 | $50.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TTCToro Co | COM | 4,547 | $51.5 萬 | 0.1% | +4,547 | 新進 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 4,139 | $51.8 萬 | 0.1% | −338−7.5% | 減碼 | – |
| BMYBristol Myers Squibb Co | Stock | 7,309 | $52.6 萬 | 0.1% | −39−0.5% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 4,389 | $52.8 萬 | 0.1% | −4,082−48.2% | 減碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 1,671 | $53.4 萬 | 0.1% | 00.0% | 不變 | – |
| CCitigroup Inc | Stock | 12,519 | $56.6 萬 | 0.1% | −2,327−15.7% | 減碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 17,147 | $58.6 萬 | 0.1% | +2,892+20.3% | 加碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 5,422 | $58.7 萬 | 0.1% | +1,220+29.0% | 加碼 | – |
| MCKMcKesson Corp | Stock | 1,597 | $59.9 萬 | 0.1% | −7−0.4% | 減碼 | 歷史 |
| DFSDiscover Financial Services | COM | 6,131 | $60.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CARRCarrier Global Corp | Stock | 14,832 | $61.2 萬 | 0.1% | −595−3.9% | 減碼 | 歷史 |
| Global X FDS37954Y715 | RBTCS ARTFL INTE | 29,783 | $61.2 萬 | 0.1% | −4,584−13.3% | 減碼 | – |
| PPGPPG Industries Inc | Stock | 5,079 | $63.9 萬 | 0.1% | −40−0.8% | 減碼 | 歷史 |
| NINisource Inc. | COM | 24,182 | $66.3 萬 | 0.1% | +24,182 | 新進 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 3,644 | $66.9 萬 | 0.1% | +812+28.7% | 加碼 | – |
| Vanguard World FD921910873 | MEGA CAP INDEX | 5,096 | $67.5 萬 | 0.1% | +2,712+113.8% | 加碼 | – |
| TGTTarget Corp | Stock | 4,534 | $67.6 萬 | 0.1% | −228−4.8% | 減碼 | 歷史 |
| IRIngersoll Rand Inc. | COM | 12,969 | $67.8 萬 | 0.1% | −88−0.7% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 2,003 | $68.8 萬 | 0.1% | +910+83.3% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 11,042 | $70.2 萬 | 0.1% | −325−2.9% | 減碼 | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 12,477 | $70.5 萬 | 0.1% | −3,355−21.2% | 減碼 | – |
| TXNTexas Instruments Inc | Stock | 4,293 | $70.9 萬 | 0.1% | +355+9.0% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,627 | $72.1 萬 | 0.1% | +226+16.1% | 加碼 | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 6,828 | $74.5 萬 | 0.1% | −487−6.7% | 減碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 5,769 | $78.3 萬 | 0.2% | +553+10.6% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 6,385 | $79.5 萬 | 0.2% | −267−4.0% | 減碼 | – |
| FDXFedEx Corp | Stock | 4,863 | $84.2 萬 | 0.2% | +603+14.2% | 加碼 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 8,442 | $84.6 萬 | 0.2% | −135−1.6% | 減碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 21,939 | $85.5 萬 | 0.2% | +1,250+6.0% | 加碼 | – |
| AVYAvery Dennison Corp | COM | 4,837 | $87.5 萬 | 0.2% | +4,837 | 新進 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 4,197 | $92.5 萬 | 0.2% | −27−0.6% | 減碼 | 歷史 |
| DDominion Energy, Inc | Stock | 15,794 | $96.9 萬 | 0.2% | −2,283−12.6% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 4,694 | $97.2 萬 | 0.2% | −236−4.8% | 減碼 | 歷史 |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 28,093 | $103.7 萬 | 0.2% | +1,402+5.3% | 加碼 | – |
| TMToyota Motor Corp | ADS | 7,833 | $107.0 萬 | 0.2% | −200−2.5% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 5,356 | $113.5 萬 | 0.2% | +303+6.0% | 加碼 | 歷史 |
| MASMasco Corp | COM | 24,615 | $114.9 萬 | 0.2% | +990+4.2% | 加碼 | 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。