River Wealth Advisors LLC
- SEC CIK
- 0001642570
- 最新申報
- 2026/8/4
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/2/13 申報。只含多頭部位，變化是跟 2023 年第 3 季比股數。
- 持股檔數
- 207
- 較 2023 年第 3 季 +7
- 總值
- $6.26 億
- 較 2023 年第 3 季 +$6,721 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 | 197,342 | $3,961 萬 | 6.3% | +17,479+9.7% | 加碼 | – |
| AAPLApple Inc. | Stock | 175,369 | $3,376 萬 | 5.4% | −2,073−1.2% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 70,948 | $2,668 萬 | 4.3% | −1,379−1.9% | 減碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 325,349 | $2,529 萬 | 4.0% | +17,073+5.5% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 51,164 | $2,444 萬 | 3.9% | +5,003+10.8% | 加碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 352,181 | $1,977 萬 | 3.2% | +5,146+1.5% | 加碼 | – |
| iShares Tr46434V100 | 0-5YR INVT GR CP | 349,722 | $1,721 萬 | 2.7% | −5,154−1.5% | 減碼 | – |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 207,628 | $1,498 萬 | 2.4% | +3,677+1.8% | 加碼 | – |
| ACNAccenture plc | Stock | 36,014 | $1,264 萬 | 2.0% | +516+1.5% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 48,225 | $1,256 萬 | 2.0% | +219+0.5% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 87,496 | $1,222 萬 | 2.0% | −1,525−1.7% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 75,849 | $1,152 萬 | 1.8% | +673+0.9% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 20,586 | $1,019 萬 | 1.6% | +2,173+11.8% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 59,431 | $1,011 萬 | 1.6% | +1,982+3.5% | 加碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 172,384 | $871.9 萬 | 1.4% | +9,276+5.7% | 加碼 | – |
| DHIHorton D R Inc | COM | 55,636 | $845.6 萬 | 1.4% | +930+1.7% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 46,369 | $787.5 萬 | 1.3% | +373+0.8% | 加碼 | 歷史 |
| LRCXLam Research Corp | COM | 9,328 | $730.7 萬 | 1.2% | +1,204+14.8% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 24,208 | $724.9 萬 | 1.2% | −883−3.5% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 31,284 | $696.2 萬 | 1.1% | +1,143+3.8% | 加碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 14,700 | $693.2 萬 | 1.1% | −213−1.4% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 28,302 | $681.6 萬 | 1.1% | +228+0.8% | 加碼 | 歷史 |
| CSLCarlisle Companies Inc | COM | 20,606 | $643.8 萬 | 1.0% | −388−1.8% | 減碼 | 歷史 |
| CORCencora, Inc. | Stock | 30,213 | $620.5 萬 | 1.0% | −624−2.0% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 64,973 | $609.5 萬 | 1.0% | +5,193+8.7% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 179,748 | $605.2 萬 | 1.0% | +1,077+0.6% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 21,129 | $578.5 萬 | 0.9% | −399−1.9% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 13,452 | $573.7 萬 | 0.9% | −118−0.9% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 22,643 | $547.4 萬 | 0.9% | −454−2.0% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 10,185 | $536.2 萬 | 0.9% | +335+3.4% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 35,045 | $516.6 萬 | 0.8% | +3,433+10.9% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 9,707 | $515.2 萬 | 0.8% | −208−2.1% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 56,568 | $510.8 萬 | 0.8% | +1,056+1.9% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 32,037 | $477.9 萬 | 0.8% | −982−3.0% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 20,334 | $459.5 萬 | 0.7% | +791+4.0% | 加碼 | 歷史 |
| TTTrane Technologies plc | SHS | 18,633 | $454.4 萬 | 0.7% | −793−4.1% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 15,326 | $441.4 萬 | 0.7% | −891−5.5% | 減碼 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 18,098 | $437.5 萬 | 0.7% | +144+0.8% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 54,952 | $433.9 萬 | 0.7% | +1,947+3.7% | 加碼 | 歷史 |
| TELTE Connectivity plc | REG SHS | 30,590 | $429.8 萬 | 0.7% | −1,586−4.9% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 15,034 | $416.7 萬 | 0.7% | +832+5.9% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 29,239 | $412.1 萬 | 0.7% | +786+2.8% | 加碼 | 歷史 |
| PHMPultegroup Inc | COM | 39,731 | $410.1 萬 | 0.7% | −3,120−7.3% | 減碼 | 歷史 |
| CMCSAComcast Corp | Stock | 89,413 | $392.1 萬 | 0.6% | +1,517+1.7% | 加碼 | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 33,447 | $381.4 萬 | 0.6% | +88+0.3% | 加碼 | – |
| COPConocoPhillips | Stock | 32,333 | $375.3 萬 | 0.6% | −838−2.5% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 34,422 | $375.3 萬 | 0.6% | +1,051+3.1% | 加碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 22,357 | $358.4 萬 | 0.6% | +1,444+6.9% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 5,366 | $354.2 萬 | 0.6% | +354+7.1% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 33,316 | $351.3 萬 | 0.6% | +94+0.3% | 加碼 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 21,030 | $345.8 萬 | 0.6% | −748−3.4% | 減碼 | – |
| PSXPhillips 66 | Stock | 25,137 | $334.7 萬 | 0.5% | −968−3.7% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 9,627 | $333.6 萬 | 0.5% | +182+1.9% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 7,892 | $323.2 萬 | 0.5% | −255−3.1% | 減碼 | – |
| LINLinde PLC | Stock | 7,747 | $318.2 萬 | 0.5% | −252−3.2% | 減碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 22,729 | $303.0 萬 | 0.5% | −4,891−17.7% | 減碼 | 歷史 |
| ARWArrow Electronics, Inc. | COM | 24,731 | $302.3 萬 | 0.5% | −1,270−4.9% | 減碼 | 歷史 |
| FITBFifth Third Bancorp | COM | 83,563 | $288.2 萬 | 0.5% | −22,127−20.9% | 減碼 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 15,137 | $286.8 萬 | 0.5% | −543−3.5% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 7,045 | $281.7 萬 | 0.4% | +318+4.7% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 3,443 | $279.5 萬 | 0.4% | +350+11.3% | 加碼 | 歷史 |
| TTEKTetra Tech Inc | COM | 16,394 | $273.7 萬 | 0.4% | +2,025+14.1% | 加碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 67,914 | $273.1 萬 | 0.4% | +861+1.3% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 17,335 | $271.7 萬 | 0.4% | −896−4.9% | 減碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 20,675 | $271.1 萬 | 0.4% | −2,558−11.0% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 15,045 | $269.4 萬 | 0.4% | +1,142+8.2% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 16,726 | $259.2 萬 | 0.4% | −1,673−9.1% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 33,631 | $253.4 萬 | 0.4% | −650−1.9% | 減碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 33,455 | $252.0 萬 | 0.4% | −1,254−3.6% | 減碼 | – |
| DHRDanaher Corp | Stock | 10,658 | $246.6 萬 | 0.4% | −234−2.1% | 減碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 4,899 | $225.7 萬 | 0.4% | −70−1.4% | 減碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 14,184 | $219.6 萬 | 0.4% | −697−4.7% | 減碼 | 歷史 |
| FDXFedEx Corp | Stock | 8,349 | $211.2 萬 | 0.3% | +102+1.2% | 加碼 | 歷史 |
| TFCTruist Financial Corp | COM | 56,474 | $208.5 萬 | 0.3% | −4,926−8.0% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 9,881 | $207.2 萬 | 0.3% | −568−5.4% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 20,306 | $203.0 萬 | 0.3% | +3,874+23.6% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 18,509 | $200.4 萬 | 0.3% | −114−0.6% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 13,662 | $200.2 萬 | 0.3% | −117−0.8% | 減碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 46,598 | $198.4 萬 | 0.3% | +1,344+3.0% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 23,555 | $198.2 萬 | 0.3% | −477−2.0% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 4,334 | $196.4 萬 | 0.3% | −176−3.9% | 減碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 23,994 | $194.9 萬 | 0.3% | −751−3.0% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 13,190 | $190.8 萬 | 0.3% | −7,025−34.8% | 減碼 | 歷史 |
| SUMSummit Materials, Inc. | CL A | 47,705 | $183.5 萬 | 0.3% | +1,199+2.6% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 5,757 | $170.2 萬 | 0.3% | −284−4.7% | 減碼 | 歷史 |
| TRGPTarga Resources Corp. | COM | 18,743 | $162.8 萬 | 0.3% | +2,978+18.9% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 3,695 | $161.4 萬 | 0.3% | +37+1.0% | 加碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 6,106 | $160.1 萬 | 0.3% | 00.0% | 不變 | – |
| GSGoldman Sachs Group Inc | Stock | 4,082 | $157.5 萬 | 0.3% | −12−0.3% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 4,232 | $150.9 萬 | 0.2% | −1,738−29.1% | 減碼 | 歷史 |
| KRNYKearny Financial Corp. | COM | 166,946 | $149.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NEENextera Energy Inc | Stock | 24,355 | $147.9 萬 | 0.2% | −1,524−5.9% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,077 | $146.3 萬 | 0.2% | −220−6.7% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 4,082 | $144.5 萬 | 0.2% | +219+5.7% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 3,222 | $142.0 萬 | 0.2% | −70−2.1% | 減碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 31,938 | $138.2 萬 | 0.2% | −5,923−15.6% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 17,076 | $133.2 萬 | 0.2% | +17,076 | 新進 | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 16,781 | $132.9 萬 | 0.2% | +2,663+18.9% | 加碼 | – |
| ALLEAllegion plc | ORD SHS | 10,449 | $132.4 萬 | 0.2% | −671−6.0% | 減碼 | 歷史 |
| NINisource Inc. | COM | 48,189 | $127.9 萬 | 0.2% | −819−1.7% | 減碼 | 歷史 |
2023 年第 3 季之後清倉（10 檔）
2023 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 3 季股數 | 2023 年第 3 季市值 | 2023 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| NKENIKE, Inc. | Stock | 11,293 | $108.0 萬 | 0.2% | 歷史 |
| PFEPfizer Inc | Stock | 28,382 | $94.1 萬 | 0.2% | 歷史 |
| TGTTarget Corp | Stock | 3,330 | $36.8 萬 | 0.1% | 歷史 |
| TDToronto Dominion Bank | Stock | 5,783 | $34.8 萬 | 0.1% | 歷史 |
| EXCExelon Corp | Stock | 7,815 | $29.5 萬 | 0.1% | 歷史 |
| CCitigroup Inc | Stock | 6,425 | $26.4 萬 | <0.1% | 歷史 |
| BDXBecton Dickinson & Co | Stock | 1,012 | $26.2 萬 | <0.1% | 歷史 |
| STLDSteel Dynamics Inc | COM | 2,269 | $24.3 萬 | <0.1% | 歷史 |
| FFord Motor Co | Stock | 14,119 | $17.5 萬 | <0.1% | 歷史 |
| OPKOpko Health, Inc. | COM | 23,500 | $3.76 萬 | <0.1% | 歷史 |