River Wealth Advisors LLC
- SEC CIK
- 0001642570
- 最新申報
- 2026/8/4
2023 年第 3 季持倉
持倉截至 2023/9/30，2023/11/13 申報。只含多頭部位，變化是跟 2023 年第 2 季比股數。
- 持股檔數
- 200
- 較 2023 年第 2 季 −11
- 總值
- $5.59 億
- 較 2023 年第 2 季 −$3,034 萬 (−5.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| GERNGeron Corp | COM | 10,000 | $2.12 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| OPKOpko Health, Inc. | COM | 23,500 | $3.76 萬 | <0.1% | +23,500 | 新進 | 歷史 |
| Ares Capital Corp04010LAW3 | NOTE 4.625% 3/0 | 70,000 | $7.20 萬 | <0.1% | −25,000−26.3% | 減碼 | – |
| FFord Motor Co | Stock | 14,119 | $17.5 萬 | <0.1% | −800−5.4% | 減碼 | 歷史 |
| RPMRPM International Inc | COM | 2,124 | $20.1 萬 | <0.1% | +2,124 | 新進 | 歷史 |
| NFLXNetflix Inc | Stock | 552 | $20.8 萬 | <0.1% | −165−23.0% | 減碼 | 歷史 |
| WSOWatsco Inc | COM | 594 | $22.4 萬 | <0.1% | −6−1.0% | 減碼 | 歷史 |
| LULUlululemon athletica inc. | Stock | 588 | $22.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 3,993 | $22.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 3,765 | $22.8 萬 | <0.1% | −798−17.5% | 減碼 | – |
| AONAon plc | CL A | 705 | $22.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Fidelity MSCI Financials Index ETF316092501 | ETF | 4,920 | $22.9 萬 | <0.1% | −708−12.6% | 減碼 | – |
| FDSFactset Research Systems Inc | Stock | 527 | $23.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 3,337 | $23.3 萬 | <0.1% | −2,207−39.8% | 減碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 4,627 | $23.4 萬 | <0.1% | −345−6.9% | 減碼 | – |
| ADBEAdobe Inc. | Stock | 468 | $23.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DGXQuest Diagnostics Inc | COM | 1,969 | $24.0 萬 | <0.1% | −430−17.9% | 減碼 | 歷史 |
| GPCGenuine Parts Co | Stock | 1,668 | $24.1 萬 | <0.1% | −13−0.8% | 減碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 3,432 | $24.3 萬 | <0.1% | −732−17.6% | 減碼 | – |
| STLDSteel Dynamics Inc | COM | 2,269 | $24.3 萬 | <0.1% | −59−2.5% | 減碼 | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 1,392 | $24.9 萬 | <0.1% | −29−2.0% | 減碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 1,012 | $26.2 萬 | <0.1% | −50−4.7% | 減碼 | 歷史 |
| CCitigroup Inc | Stock | 6,425 | $26.4 萬 | <0.1% | −4,731−42.4% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,023 | $27.2 萬 | <0.1% | 00.0% | 不變 | – |
| SCHWSchwab Charles Corp | Stock | 5,082 | $27.9 萬 | <0.1% | −75−1.5% | 減碼 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 1,766 | $28.4 萬 | 0.1% | −567−24.3% | 減碼 | – |
| TSLATesla, Inc. | Stock | 1,179 | $29.5 萬 | 0.1% | −32−2.6% | 減碼 | 歷史 |
| EXCExelon Corp | Stock | 7,815 | $29.5 萬 | 0.1% | −752−8.8% | 減碼 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 7,304 | $30.3 萬 | 0.1% | −20−0.3% | 減碼 | – |
| RMDResmed Inc | COM | 2,097 | $31.0 萬 | 0.1% | −74−3.4% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 3,603 | $32.9 萬 | 0.1% | −198−5.2% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,583 | $33.0 萬 | 0.1% | +11+0.7% | 加碼 | – |
| MOG.AMoog Inc. | CL A | 2,920 | $33.0 萬 | 0.1% | −398−12.0% | 減碼 | 歷史 |
| BROBrown & Brown, Inc. | Stock | 4,759 | $33.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LHLabcorp Holdings Inc. | COM NEW | 1,669 | $33.6 萬 | 0.1% | −530−24.1% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 2,126 | $34.0 萬 | 0.1% | −56−2.6% | 減碼 | 歷史 |
| SNPSSynopsys Inc | COM | 750 | $34.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TDToronto Dominion Bank | Stock | 5,783 | $34.8 萬 | 0.1% | −8−0.1% | 減碼 | 歷史 |
| NUENucor Corp | COM | 2,234 | $34.9 萬 | 0.1% | −93−4.0% | 減碼 | 歷史 |
| Vanguard World FD921910873 | MEGA CAP INDEX | 2,313 | $35.1 萬 | 0.1% | −450−16.3% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 5,500 | $35.4 萬 | 0.1% | +1,886+52.2% | 加碼 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 3,079 | $35.4 萬 | 0.1% | −636−17.1% | 減碼 | – |
| GLGlobe Life Inc. | COM | 3,286 | $35.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ABTAbbott Laboratories | Stock | 3,725 | $36.1 萬 | 0.1% | −8,395−69.3% | 減碼 | 歷史 |
| MKCMcCormick & Co Inc | Stock | 4,788 | $36.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 1,561 | $36.7 萬 | 0.1% | −201−11.4% | 減碼 | – |
| TGTTarget Corp | Stock | 3,330 | $36.8 萬 | 0.1% | −666−16.7% | 減碼 | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 1,624 | $37.0 萬 | 0.1% | −235−12.6% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 6,404 | $37.2 萬 | 0.1% | −277−4.1% | 減碼 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 2,355 | $38.5 萬 | 0.1% | +30+1.3% | 加碼 | 歷史 |
| HSYHershey Co | COM | 2,030 | $40.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 4,833 | $41.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 1,947 | $43.0 萬 | 0.1% | −31−1.6% | 減碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 13,035 | $43.2 萬 | 0.1% | −10.0% | 減碼 | – |
| DFSDiscover Financial Services | COM | 5,011 | $43.4 萬 | 0.1% | −970−16.2% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,127 | $45.2 萬 | 0.1% | +319+17.6% | 加碼 | – |
| MTBM&T Bank Corp | COM | 3,586 | $45.3 萬 | 0.1% | +271+8.2% | 加碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 1,123 | $46.6 萬 | 0.1% | −408−26.6% | 減碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 4,557 | $47.1 萬 | 0.1% | −387−7.8% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 883 | $47.4 萬 | 0.1% | +6+0.7% | 加碼 | 歷史 |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 3,899 | $47.9 萬 | 0.1% | −640−14.1% | 減碼 | – |
| TOLToll Brothers, Inc. | COM | 6,807 | $50.3 萬 | 0.1% | −328−4.6% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 12,575 | $51.4 萬 | 0.1% | +12+0.1% | 加碼 | 歷史 |
| CARRCarrier Global Corp | Stock | 9,357 | $51.7 萬 | 0.1% | −1,439−13.3% | 減碼 | 歷史 |
| DDominion Energy, Inc | Stock | 11,640 | $52.0 萬 | 0.1% | −2,443−17.3% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 11,911 | $52.1 萬 | 0.1% | −232−1.9% | 減碼 | – |
| KOCoca Cola Co | Stock | 9,583 | $53.6 萬 | 0.1% | −40−0.4% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 3,620 | $57.6 萬 | 0.1% | −357−9.0% | 減碼 | 歷史 |
| Global X FDS37954Y715 | RBTCS ARTFL INTE | 23,528 | $58.2 萬 | 0.1% | −3,851−14.1% | 減碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,357 | $62.0 萬 | 0.1% | −213−13.6% | 減碼 | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 11,089 | $62.6 萬 | 0.1% | −150−1.3% | 減碼 | – |
| PPGPPG Industries Inc | Stock | 5,082 | $66.0 萬 | 0.1% | −136−2.6% | 減碼 | 歷史 |
| MCKMcKesson Corp | Stock | 1,574 | $68.4 萬 | 0.1% | −5−0.3% | 減碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 5,712 | $69.0 萬 | 0.1% | −19−0.3% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 4,254 | $70.0 萬 | 0.1% | −1,092−20.4% | 減碼 | 歷史 |
| MASMasco Corp | COM | 13,157 | $70.3 萬 | 0.1% | −916−6.5% | 減碼 | 歷史 |
| IRIngersoll Rand Inc. | COM | 11,120 | $70.9 萬 | 0.1% | −858−7.2% | 減碼 | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 6,794 | $71.2 萬 | 0.1% | +16+0.2% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 3,960 | $74.9 萬 | 0.1% | +257+6.9% | 加碼 | – |
| UNPUnion Pacific Corp | Stock | 3,723 | $75.8 萬 | 0.1% | −119−3.1% | 減碼 | 歷史 |
| PPLPPL Corp | COM | 32,579 | $76.8 萬 | 0.1% | −11,321−25.8% | 減碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 20,041 | $78.6 萬 | 0.1% | −830−4.0% | 減碼 | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 23,328 | $79.5 萬 | 0.1% | −3,695−13.7% | 減碼 | – |
| ITWIllinois Tool Works Inc | Stock | 3,501 | $80.6 萬 | 0.1% | −365−9.4% | 減碼 | 歷史 |
| AVYAvery Dennison Corp | COM | 4,562 | $83.3 萬 | 0.1% | −166−3.5% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 5,251 | $86.1 萬 | 0.2% | −272−4.9% | 減碼 | – |
| NSCNorfolk Southern Corp | Stock | 4,498 | $88.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 7,362 | $89.1 萬 | 0.2% | −1,287−14.9% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 28,382 | $94.1 萬 | 0.2% | −7,587−21.1% | 減碼 | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 14,118 | $102.0 萬 | 0.2% | +110+0.8% | 加碼 | – |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 9,537 | $107.0 萬 | 0.2% | −2,083−17.9% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 11,293 | $108.0 萬 | 0.2% | −4,566−28.8% | 減碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 10,073 | $108.4 萬 | 0.2% | −583−5.5% | 減碼 | – |
| ADPAutomatic Data Processing Inc | Stock | 4,564 | $109.8 萬 | 0.2% | −148−3.1% | 減碼 | 歷史 |
| TMToyota Motor Corp | ADS | 6,153 | $110.6 萬 | 0.2% | −1,195−16.3% | 減碼 | 歷史 |
| RYRoyal Bank of Canada | Stock | 12,782 | $111.8 萬 | 0.2% | −3,388−21.0% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 4,348 | $114.5 萬 | 0.2% | −18−0.4% | 減碼 | 歷史 |
| HUNHuntsman CORP | COM | 47,267 | $115.3 萬 | 0.2% | −22,419−32.2% | 減碼 | 歷史 |
| KRNYKearny Financial Corp. | COM | 166,946 | $115.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ALLEAllegion plc | ORD SHS | 11,120 | $115.9 萬 | 0.2% | −1,276−10.3% | 減碼 | 歷史 |
2023 年第 2 季之後清倉（13 檔）
2023 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 2 季股數 | 2023 年第 2 季市值 | 2023 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,026 | $29.0 萬 | <0.1% | – |
| UGIUgi Corp | Stock | 10,038 | $27.1 萬 | <0.1% | 歷史 |
| DGDollar General Corp | COM | 1,372 | $23.3 萬 | <0.1% | 歷史 |
| Fidelity Covington Trust316092204 | MSCI CONSM DIS | 3,169 | $23.2 萬 | <0.1% | – |
| VZVerizon Communications Inc | Stock | 6,176 | $23.0 萬 | <0.1% | 歷史 |
| CEGConstellation Energy Corp | Stock | 2,460 | $22.5 萬 | <0.1% | 歷史 |
| RQICohen & Steers Quality Income Realty Fund Inc | CEF | 19,121 | $22.2 萬 | <0.1% | 歷史 |
| MDTMedtronic plc | Stock | 2,470 | $21.8 萬 | <0.1% | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 6,004 | $21.4 萬 | <0.1% | – |
| CMICummins Inc | Stock | 862 | $21.1 萬 | <0.1% | 歷史 |
| DUKDuke Energy CORP | Stock | 2,341 | $21.0 萬 | <0.1% | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 2,961 | $20.9 萬 | <0.1% | – |
| Fidelity Covington Trust316092709 | MSCI INDL INDX | 3,612 | $20.5 萬 | <0.1% | – |