River Wealth Advisors LLC
- SEC CIK
- 0001642570
- 最新申報
- 2026/8/4
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/8/9 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 211
- 較 2023 年第 1 季 +4
- 總值
- $5.89 億
- 較 2023 年第 1 季 +$3,976 萬 (+7.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 177,332 | $3,440 萬 | 5.8% | −4,546−2.5% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 173,031 | $3,240 萬 | 5.5% | +7,268+4.4% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 72,506 | $2,469 萬 | 4.2% | +1,673+2.4% | 加碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 298,926 | $2,183 萬 | 3.7% | +8,304+2.9% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 47,344 | $2,110 萬 | 3.6% | −338−0.7% | 減碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 345,931 | $1,882 萬 | 3.2% | +2,445+0.7% | 加碼 | – |
| iShares Tr46434V100 | 0-5YR INVT GR CP | 366,579 | $1,767 萬 | 3.0% | −4,726−1.3% | 減碼 | – |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 202,850 | $1,419 萬 | 2.4% | +1,020+0.5% | 加碼 | – |
| VVisa Inc. | Stock | 48,710 | $1,157 萬 | 2.0% | −2,091−4.1% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 88,871 | $1,064 萬 | 1.8% | −924−1.0% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 34,306 | $1,059 萬 | 1.8% | +512+1.5% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 74,114 | $966.1 萬 | 1.6% | +810+1.1% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 56,281 | $818.6 萬 | 1.4% | +1,802+3.3% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 43,827 | $811.8 萬 | 1.4% | +1,939+4.6% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 26,457 | $807.2 萬 | 1.4% | −851−3.1% | 減碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 156,840 | $773.1 萬 | 1.3% | +8,574+5.8% | 加碼 | – |
| ELVElevance Health, Inc. | Stock | 15,516 | $689.3 萬 | 1.2% | −544−3.4% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 29,371 | $662.9 萬 | 1.1% | +66+0.2% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 22,034 | $660.0 萬 | 1.1% | −363−1.6% | 減碼 | 歷史 |
| DHIHorton D R Inc | COM | 52,932 | $644.1 萬 | 1.1% | +347+0.7% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 14,586 | $617.0 萬 | 1.0% | +2,866+24.5% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 15,072 | $592.8 萬 | 1.0% | −559−3.6% | 減碼 | 歷史 |
| CORCencora, Inc. | Stock | 29,841 | $574.2 萬 | 1.0% | +1,375+4.8% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 28,151 | $566.1 萬 | 1.0% | −27−0.1% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 23,939 | $550.0 萬 | 0.9% | −475−1.9% | 減碼 | – |
| CSLCarlisle Companies Inc | COM | 21,088 | $541.0 萬 | 0.9% | +279+1.3% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 33,056 | $520.1 萬 | 0.9% | +198+0.6% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 9,657 | $503.9 萬 | 0.9% | +275+2.9% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 170,320 | $488.6 萬 | 0.8% | +5,090+3.1% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 54,166 | $483.6 萬 | 0.8% | −233−0.4% | 減碼 | 歷史 |
| TELTE Connectivity plc | REG SHS | 34,142 | $478.5 萬 | 0.8% | −496−1.4% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 55,174 | $467.8 萬 | 0.8% | +3,324+6.4% | 加碼 | 歷史 |
| LRCXLam Research Corp | COM | 6,964 | $447.7 萬 | 0.8% | +717+11.5% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 9,195 | $442.0 萬 | 0.7% | +444+5.1% | 加碼 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 17,632 | $434.0 萬 | 0.7% | +383+2.2% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 36,049 | $429.3 萬 | 0.7% | −1,238−3.3% | 減碼 | 歷史 |
| ARWArrow Electronics, Inc. | COM | 29,238 | $418.8 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| TTTrane Technologies plc | SHS | 21,016 | $402.0 萬 | 0.7% | −1,153−5.2% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 14,714 | $384.7 萬 | 0.7% | −243−1.6% | 減碼 | – |
| AMGNAmgen Inc | Stock | 17,081 | $379.2 萬 | 0.6% | −394−2.3% | 減碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 30,844 | $378.2 萬 | 0.6% | −1,317−4.1% | 減碼 | 歷史 |
| COPConocoPhillips | Stock | 35,591 | $368.8 萬 | 0.6% | −968−2.6% | 減碼 | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 34,397 | $368.5 萬 | 0.6% | −620−1.8% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 30,413 | $367.9 萬 | 0.6% | +100.0% | 加碼 | 歷史 |
| PHMPultegroup Inc | COM | 46,495 | $361.2 萬 | 0.6% | −1,097−2.3% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 18,355 | $353.4 萬 | 0.6% | +1,233+7.2% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 83,880 | $348.5 萬 | 0.6% | +654+0.8% | 加碼 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 23,333 | $347.3 萬 | 0.6% | −300−1.3% | 減碼 | – |
| CVSCVS Health Corp | Stock | 49,864 | $344.7 萬 | 0.6% | +2,634+5.6% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 29,667 | $342.3 萬 | 0.6% | +3,219+12.2% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 9,177 | $339.0 萬 | 0.6% | −480−5.0% | 減碼 | – |
| LINLinde PLC | Stock | 8,631 | $328.9 萬 | 0.6% | −332−3.7% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 27,855 | $317.3 萬 | 0.5% | +3,391+13.9% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 18,767 | $310.6 萬 | 0.5% | −368−1.9% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 9,932 | $308.5 萬 | 0.5% | −241−2.4% | 減碼 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 15,939 | $299.8 萬 | 0.5% | −180−1.1% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 24,873 | $296.1 萬 | 0.5% | −5,197−17.3% | 減碼 | 歷史 |
| FITBFifth Third Bancorp | COM | 109,404 | $286.7 萬 | 0.5% | −2,052−1.8% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 11,502 | $276.1 萬 | 0.5% | −458−3.8% | 減碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 69,375 | $274.4 萬 | 0.5% | −1,177−1.7% | 減碼 | – |
| COFCapital One Financial Corp | Stock | 24,852 | $271.8 萬 | 0.5% | −702−2.7% | 減碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 19,515 | $271.1 萬 | 0.5% | +3,970+25.5% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 19,747 | $266.0 萬 | 0.5% | −627−3.1% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 36,264 | $262.9 萬 | 0.4% | −3,766−9.4% | 減碼 | – |
| PSXPhillips 66 | Stock | 27,520 | $262.5 萬 | 0.4% | −745−2.6% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 6,440 | $260.9 萬 | 0.4% | +499+8.4% | 加碼 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 35,408 | $251.5 萬 | 0.4% | +171+0.5% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 4,617 | $248.6 萬 | 0.4% | +426+10.2% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 24,618 | $241.2 萬 | 0.4% | −43−0.2% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 11,293 | $234.3 萬 | 0.4% | −689−5.8% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 6,795 | $231.7 萬 | 0.4% | +116+1.7% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 18,388 | $231.6 萬 | 0.4% | −5,863−24.2% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 13,225 | $229.4 萬 | 0.4% | +1,261+10.5% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 14,600 | $221.5 萬 | 0.4% | −394−2.6% | 減碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 25,451 | $214.3 萬 | 0.4% | −636−2.4% | 減碼 | 歷史 |
| TTEKTetra Tech Inc | COM | 12,858 | $210.5 萬 | 0.4% | +3,845+42.7% | 加碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 5,225 | $203.8 萬 | 0.3% | −388−6.9% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 4,341 | $199.8 萬 | 0.3% | +195+4.7% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 19,903 | $198.3 萬 | 0.3% | −43−0.2% | 減碼 | – |
| TFCTruist Financial Corp | COM | 62,597 | $190.0 萬 | 0.3% | −72−0.1% | 減碼 | 歷史 |
| HUNHuntsman CORP | COM | 69,686 | $188.3 萬 | 0.3% | −17,667−20.2% | 減碼 | 歷史 |
| FDXFedEx Corp | Stock | 7,579 | $187.9 萬 | 0.3% | +658+9.5% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 2,684 | $185.5 萬 | 0.3% | +256+10.5% | 加碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 34,475 | $179.7 萬 | 0.3% | −1,580−4.4% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 15,859 | $175.0 萬 | 0.3% | −3,701−18.9% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 16,056 | $172.2 萬 | 0.3% | +2,130+15.3% | 加碼 | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 11,620 | $169.2 萬 | 0.3% | −681−5.5% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 22,732 | $168.7 萬 | 0.3% | +3,768+19.9% | 加碼 | 歷史 |
| SUMSummit Materials, Inc. | CL A | 43,906 | $166.2 萬 | 0.3% | −137−0.3% | 減碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 41,529 | $166.1 萬 | 0.3% | +4,139+11.1% | 加碼 | 歷史 |
| RYRoyal Bank of Canada | Stock | 16,170 | $154.4 萬 | 0.3% | −1,535−8.7% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 3,750 | $152.7 萬 | 0.3% | −286−7.1% | 減碼 | – |
| CLColgate Palmolive Co | Stock | 19,726 | $152.0 萬 | 0.3% | −257−1.3% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 6,081 | $149.6 萬 | 0.3% | −100−1.6% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,370 | $149.4 萬 | 0.3% | +254+8.2% | 加碼 | 歷史 |
| ALLEAllegion plc | ORD SHS | 12,396 | $148.8 萬 | 0.3% | −1,284−9.4% | 減碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 5,980 | $145.8 萬 | 0.2% | 00.0% | 不變 | – |
| USBUS Bancorp DE | COM NEW | 43,642 | $144.2 萬 | 0.2% | −1,351−3.0% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 3,400 | $136.3 萬 | 0.2% | −286−7.8% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 12,120 | $132.1 萬 | 0.2% | +8,304+217.6% | 加碼 | 歷史 |
2023 年第 1 季之後清倉（1 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。