River Wealth Advisors LLC
- SEC CIK
- 0001642570
- 最新申報
- 2026/8/4
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/5/11 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 207
- 較 2022 年第 4 季 0
- 總值
- $5.50 億
- 較 2022 年第 4 季 +$3,047 萬 (+5.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 181,878 | $2,999 萬 | 5.5% | −6,570−3.5% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 165,763 | $2,957 萬 | 5.4% | +12,031+7.8% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 70,833 | $2,042 萬 | 3.7% | +632+0.9% | 加碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 290,622 | $2,032 萬 | 3.7% | +15,897+5.8% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 47,682 | $1,960 萬 | 3.6% | +265+0.6% | 加碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 343,486 | $1,837 萬 | 3.3% | +1,959+0.6% | 加碼 | – |
| iShares Tr46434V100 | 0-5YR INVT GR CP | 371,305 | $1,800 萬 | 3.3% | +19,416+5.5% | 加碼 | – |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 201,830 | $1,354 萬 | 2.5% | +3,722+1.9% | 加碼 | – |
| VVisa Inc. | Stock | 50,801 | $1,145 萬 | 2.1% | −303−0.6% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 33,794 | $965.9 萬 | 1.8% | +530+1.6% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 89,795 | $931.4 萬 | 1.7% | −3,853−4.1% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 27,308 | $779.6 萬 | 1.4% | −1,301−4.5% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 41,888 | $763.6 萬 | 1.4% | +1,436+3.5% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 73,304 | $757.2 萬 | 1.4% | +658+0.9% | 加碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 16,060 | $738.5 萬 | 1.3% | −712−4.2% | 減碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 148,266 | $723.4 萬 | 1.3% | +11,309+8.3% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 54,479 | $709.9 萬 | 1.3% | +1,069+2.0% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 22,397 | $643.3 萬 | 1.2% | −561−2.4% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 29,305 | $586.0 萬 | 1.1% | +272+0.9% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 15,631 | $568.1 萬 | 1.0% | −597−3.7% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 54,399 | $544.7 萬 | 1.0% | −1,018−1.8% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 9,382 | $540.7 萬 | 1.0% | +197+2.1% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 32,858 | $536.1 萬 | 1.0% | +880+2.8% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 24,414 | $528.3 萬 | 1.0% | −710−2.8% | 減碼 | – |
| DHIHorton D R Inc | COM | 52,585 | $513.7 萬 | 0.9% | +1,518+3.0% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 28,178 | $482.8 萬 | 0.9% | −1,212−4.1% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 165,230 | $472.6 萬 | 0.9% | +8,881+5.7% | 加碼 | 歷史 |
| CSLCarlisle Companies Inc | COM | 20,809 | $470.4 萬 | 0.9% | −117−0.6% | 減碼 | 歷史 |
| CORCencora, Inc. | Stock | 28,466 | $455.8 萬 | 0.8% | +2,290+8.7% | 加碼 | 歷史 |
| TELTE Connectivity plc | REG SHS | 34,638 | $454.3 萬 | 0.8% | −532−1.5% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 17,475 | $422.5 萬 | 0.8% | −724−4.0% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 8,751 | $413.6 萬 | 0.8% | +818+10.3% | 加碼 | 歷史 |
| TTTrane Technologies plc | SHS | 22,169 | $407.9 萬 | 0.7% | −1,597−6.7% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 51,850 | $406.3 萬 | 0.7% | +5,141+11.0% | 加碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 32,161 | $401.3 萬 | 0.7% | −624−1.9% | 減碼 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 17,249 | $389.6 萬 | 0.7% | +361+2.1% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 30,070 | $383.6 萬 | 0.7% | −3,205−9.6% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 14,957 | $374.2 萬 | 0.7% | +108+0.7% | 加碼 | – |
| ARWArrow Electronics, Inc. | COM | 29,238 | $365.1 萬 | 0.7% | −1,844−5.9% | 減碼 | 歷史 |
| COPConocoPhillips | Stock | 36,559 | $362.7 萬 | 0.7% | −861−2.3% | 減碼 | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 35,017 | $359.9 萬 | 0.7% | −695−1.9% | 減碼 | – |
| CVSCVS Health Corp | Stock | 47,230 | $351.0 萬 | 0.6% | +3,332+7.6% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 37,287 | $346.5 萬 | 0.6% | −664−1.7% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 17,122 | $332.5 萬 | 0.6% | +2,093+13.9% | 加碼 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 23,633 | $331.3 萬 | 0.6% | −1,841−7.2% | 減碼 | – |
| LRCXLam Research Corp | COM | 6,247 | $331.2 萬 | 0.6% | +1,441+30.0% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 11,720 | $325.5 萬 | 0.6% | +2,512+27.3% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 20,374 | $324.7 萬 | 0.6% | −1,056−4.9% | 減碼 | 歷史 |
| LINLinde PLC | Stock | 8,963 | $318.6 萬 | 0.6% | −366−3.9% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 30,403 | $316.2 萬 | 0.6% | −1,929−6.0% | 減碼 | 歷史 |
| CMCSAComcast Corp | Stock | 83,226 | $315.5 萬 | 0.6% | +5,694+7.3% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 9,657 | $309.9 萬 | 0.6% | −115−1.2% | 減碼 | – |
| PNCPNC Financial Services Group, Inc. | Stock | 24,251 | $308.2 萬 | 0.6% | −168−0.7% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 11,960 | $301.4 萬 | 0.5% | −448−3.6% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 10,173 | $300.2 萬 | 0.5% | −175−1.7% | 減碼 | 歷史 |
| FITBFifth Third Bancorp | COM | 111,456 | $296.9 萬 | 0.5% | +11,377+11.4% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 19,135 | $296.6 萬 | 0.5% | −771−3.9% | 減碼 | 歷史 |
| PSXPhillips 66 | Stock | 28,265 | $286.5 萬 | 0.5% | −456−1.6% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 40,030 | $286.3 萬 | 0.5% | −2,785−6.5% | 減碼 | – |
| MRKMerck & Co., Inc. | Stock | 26,448 | $281.4 萬 | 0.5% | +3,701+16.3% | 加碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 70,552 | $278.4 萬 | 0.5% | −3,550−4.8% | 減碼 | – |
| PHMPultegroup Inc | COM | 47,592 | $277.4 萬 | 0.5% | −1,209−2.5% | 減碼 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 16,119 | $268.5 萬 | 0.5% | −605−3.6% | 減碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 25,554 | $245.7 萬 | 0.4% | −630−2.4% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 5,941 | $245.3 萬 | 0.4% | +1,829+44.5% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 24,661 | $241.5 萬 | 0.4% | −157−0.6% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 19,560 | $239.9 萬 | 0.4% | −971−4.7% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 24,464 | $239.8 萬 | 0.4% | +5,531+29.2% | 加碼 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 35,237 | $239.1 萬 | 0.4% | −444−1.2% | 減碼 | – |
| HUNHuntsman CORP | COM | 87,353 | $239.0 萬 | 0.4% | −6,168−6.6% | 減碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 26,087 | $237.4 萬 | 0.4% | −336−1.3% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 11,982 | $229.0 萬 | 0.4% | −641−5.1% | 減碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 15,545 | $225.2 萬 | 0.4% | +12,969+503.5% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 14,994 | $223.0 萬 | 0.4% | +203+1.4% | 加碼 | 歷史 |
| TFCTruist Financial Corp | COM | 62,669 | $213.7 萬 | 0.4% | +8,580+15.9% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 4,191 | $208.2 萬 | 0.4% | +417+11.0% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 6,679 | $206.2 萬 | 0.4% | +90+1.4% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 4,146 | $196.0 萬 | 0.4% | +799+23.9% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 11,964 | $195.2 萬 | 0.4% | +3,493+41.2% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 19,946 | $192.9 萬 | 0.4% | +175+0.9% | 加碼 | – |
| PHParker-Hannifin Corp | Stock | 5,613 | $188.7 萬 | 0.3% | −36−0.6% | 減碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 36,055 | $187.2 萬 | 0.3% | −297−0.8% | 減碼 | 歷史 |
| RYRoyal Bank of Canada | Stock | 17,705 | $169.2 萬 | 0.3% | −1,958−10.0% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 2,428 | $162.4 萬 | 0.3% | +651+36.6% | 加碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 44,993 | $162.2 萬 | 0.3% | −6,841−13.2% | 減碼 | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 12,301 | $158.9 萬 | 0.3% | −170−1.4% | 減碼 | 歷史 |
| FDXFedEx Corp | Stock | 6,921 | $158.1 萬 | 0.3% | +2,058+42.3% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 38,449 | $156.9 萬 | 0.3% | +7,556+24.5% | 加碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 37,390 | $153.0 萬 | 0.3% | +2,993+8.7% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 13,926 | $152.7 萬 | 0.3% | +2,895+26.2% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 4,036 | $151.8 萬 | 0.3% | +73+1.8% | 加碼 | – |
| CLColgate Palmolive Co | Stock | 19,983 | $150.2 萬 | 0.3% | −816−3.9% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 18,964 | $146.2 萬 | 0.3% | +5,043+36.2% | 加碼 | 歷史 |
| ALLEAllegion plc | ORD SHS | 13,680 | $146.0 萬 | 0.3% | −3,362−19.7% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 6,181 | $141.4 萬 | 0.3% | −117−1.9% | 減碼 | 歷史 |
| PPLPPL Corp | COM | 50,031 | $139.0 萬 | 0.3% | −18,082−26.5% | 減碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 11,771 | $137.9 萬 | 0.3% | −287−2.4% | 減碼 | – |
| KRNYKearny Financial Corp. | COM | 166,946 | $135.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 5,980 | $134.7 萬 | 0.2% | 00.0% | 不變 | – |
| TTEKTetra Tech Inc | COM | 9,013 | $132.4 萬 | 0.2% | +9,013 | 新進 | 歷史 |
2022 年第 4 季之後清倉（10 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| TTCToro Co | COM | 4,547 | $51.5 萬 | 0.1% | 歷史 |
| OTISOtis Worldwide Corp | Stock | 5,832 | $45.7 萬 | 0.1% | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 3,572 | $27.7 萬 | 0.1% | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,711 | $26.3 萬 | 0.1% | – |
| NVSNovartis AG | ADR | 2,771 | $25.1 萬 | <0.1% | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 2,498 | $24.5 萬 | <0.1% | – |
| RPMRPM International Inc | COM | 2,159 | $21.0 萬 | <0.1% | 歷史 |
| Invesco Exch Traded FD Tr II46138E578 | KBW REGL BKG | 3,641 | $20.7 萬 | <0.1% | – |
| CEGConstellation Energy Corp | Stock | 2,325 | $20.0 萬 | <0.1% | 歷史 |
| RCSPIMCO Strategic Income Fund, Inc. | CEF | 31,967 | $15.8 萬 | <0.1% | 歷史 |