River Wealth Advisors LLC
- SEC CIK
- 0001642570
- 最新申報
- 2026/8/4
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/5/14 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 208
- 較 2023 年第 4 季 +1
- 總值
- $6.88 億
- 較 2023 年第 4 季 +$6,172 萬 (+9.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| LXRXLexicon Pharmaceuticals, Inc. | COM NEW | 10,000 | $2.40 萬 | <0.1% | +10,000 | 新進 | 歷史 |
| VZVerizon Communications Inc | Stock | 4,816 | $20.2 萬 | <0.1% | +4,816 | 新進 | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 1,660 | $20.8 萬 | <0.1% | +1,660 | 新進 | – |
| CHDChurch & Dwight Co Inc | COM | 2,016 | $21.0 萬 | <0.1% | +2,016 | 新進 | 歷史 |
| RPMRPM International Inc | COM | 1,776 | $21.1 萬 | <0.1% | −68−3.7% | 減碼 | 歷史 |
| EMREmerson Electric Co | Stock | 1,884 | $21.4 萬 | <0.1% | +1,884 | 新進 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 671 | $21.5 萬 | <0.1% | +671 | 新進 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 3,530 | $21.6 萬 | <0.1% | +3,530 | 新進 | – |
| GPCGenuine Parts Co | Stock | 1,393 | $21.6 萬 | <0.1% | −172−11.0% | 減碼 | 歷史 |
| Fidelity Covington Trust316092709 | MSCI INDL INDX | 3,202 | $21.7 萬 | <0.1% | +3,202 | 新進 | – |
| NVSNovartis AG | ADR | 2,246 | $21.7 萬 | <0.1% | −764−25.4% | 減碼 | 歷史 |
| LHLabcorp Holdings Inc. | COM NEW | 997 | $21.8 萬 | <0.1% | −302−23.2% | 減碼 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 807 | $21.9 萬 | <0.1% | 00.0% | 不變 | – |
| AMPAmeriprise Financial Inc | COM | 499 | $21.9 萬 | <0.1% | −138−21.7% | 減碼 | 歷史 |
| LULUlululemon athletica inc. | Stock | 561 | $21.9 萬 | <0.1% | −17−2.9% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,252 | $22.0 萬 | <0.1% | +112+9.8% | 加碼 | 歷史 |
| HUNHuntsman CORP | COM | 8,543 | $22.2 萬 | <0.1% | −21,236−71.3% | 減碼 | 歷史 |
| CMICummins Inc | Stock | 761 | $22.4 萬 | <0.1% | +761 | 新進 | 歷史 |
| MSMorgan Stanley | Stock | 2,388 | $22.5 萬 | <0.1% | −78−3.2% | 減碼 | 歷史 |
| CRLCharles River Laboratories International, Inc. | COM | 847 | $22.9 萬 | <0.1% | −25−2.9% | 減碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 5,904 | $23.0 萬 | <0.1% | −171−2.8% | 減碼 | – |
| WSOWatsco Inc | COM | 547 | $23.6 萬 | <0.1% | −24−4.2% | 減碼 | 歷史 |
| HPQHP Inc | Stock | 7,866 | $23.8 萬 | <0.1% | +7,866 | 新進 | 歷史 |
| AONAon plc | CL A | 716 | $23.9 萬 | <0.1% | −99−12.1% | 減碼 | 歷史 |
| Fidelity Covington Trust316092204 | MSCI CONSM DIS | 3,002 | $24.8 萬 | <0.1% | +32+1.1% | 加碼 | – |
| DGXQuest Diagnostics Inc | COM | 1,869 | $24.9 萬 | <0.1% | −100−5.1% | 減碼 | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 1,215 | $24.9 萬 | <0.1% | −115−8.6% | 減碼 | 歷史 |
| RMDResmed Inc | COM | 1,301 | $25.8 萬 | <0.1% | −311−19.3% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 4,415 | $26.6 萬 | <0.1% | −187−4.1% | 減碼依 3 比 1 拆股換算 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 3,644 | $27.0 萬 | <0.1% | −1,248−25.5% | 減碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 4,366 | $27.1 萬 | <0.1% | −75−1.7% | 減碼 | – |
| Fidelity MSCI Financials Index ETF316092501 | ETF | 4,591 | $27.3 萬 | <0.1% | −34−0.7% | 減碼 | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 1,491 | $27.4 萬 | <0.1% | −100−6.3% | 減碼 | – |
| CICigna Group | Stock | 777 | $28.2 萬 | <0.1% | +777 | 新進 | 歷史 |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 3,867 | $29.4 萬 | <0.1% | −797−17.1% | 減碼 | 歷史 |
| MOG.AMoog Inc. | CL A | 1,870 | $29.9 萬 | <0.1% | −210−10.1% | 減碼 | 歷史 |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 4,283 | $29.9 萬 | <0.1% | +49+1.2% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 938 | $32.3 萬 | <0.1% | +234+33.2% | 加碼 | – |
| MKCMcCormick & Co Inc | Stock | 4,230 | $32.5 萬 | <0.1% | −254−5.7% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 4,559 | $33.0 萬 | <0.1% | −1,172−20.5% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 1,670 | $33.0 萬 | <0.1% | −973−36.8% | 減碼 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 6,730 | $33.1 萬 | <0.1% | −823−10.9% | 減碼 | – |
| PEGPublic Service Enterprise Group Inc | COM | 4,993 | $33.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 1,689 | $34.0 萬 | <0.1% | +1,689 | 新進 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 4,264 | $34.4 萬 | <0.1% | +1,035+32.1% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,043 | $35.2 萬 | 0.1% | 00.0% | 不變 | – |
| GLGlobe Life Inc. | COM | 3,049 | $35.5 萬 | 0.1% | −119−3.8% | 減碼 | 歷史 |
| DDominion Energy, Inc | Stock | 7,345 | $36.1 萬 | 0.1% | −2,769−27.4% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 4,039 | $36.9 萬 | 0.1% | +95+2.4% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 1,825 | $37.6 萬 | 0.1% | +1,825 | 新進 | 歷史 |
| BROBrown & Brown, Inc. | Stock | 4,316 | $37.8 萬 | 0.1% | −172−3.8% | 減碼 | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 1,526 | $38.2 萬 | 0.1% | −51−3.2% | 減碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 3,195 | $38.7 萬 | 0.1% | +5+0.2% | 加碼 | – |
| PPLPPL Corp | COM | 14,050 | $38.7 萬 | 0.1% | −9,041−39.2% | 減碼 | 歷史 |
| SNPSSynopsys Inc | COM | 695 | $39.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 3,078 | $40.4 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,617 | $40.4 萬 | 0.1% | +11+0.7% | 加碼 | – |
| TXNTexas Instruments Inc | Stock | 2,335 | $40.7 萬 | 0.1% | −10−0.4% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 675 | $41.0 萬 | 0.1% | +3+0.4% | 加碼 | 歷史 |
| NUENucor Corp | COM | 2,073 | $41.0 萬 | 0.1% | −129−5.9% | 減碼 | 歷史 |
| MTBM&T Bank Corp | COM | 2,842 | $41.3 萬 | 0.1% | −375−11.7% | 減碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 5,923 | $41.5 萬 | 0.1% | +5,923 | 新進 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 7,678 | $41.6 萬 | 0.1% | +3,346+77.2% | 加碼 | 歷史 |
| Vanguard World FD921910873 | MEGA CAP INDEX | 2,313 | $43.2 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Health Care ETF92204A504 | ETF | 1,734 | $46.9 萬 | 0.1% | +180+11.6% | 加碼 | – |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 3,740 | $49.4 萬 | 0.1% | −3,866−50.8% | 減碼 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 8,579 | $49.8 萬 | 0.1% | 00.0% | 不變 | – |
| KMBKimberly Clark Corp | Stock | 3,924 | $50.8 萬 | 0.1% | −132−3.3% | 減碼 | 歷史 |
| Global X FDS37954Y715 | RBTCS ARTFL INTE | 16,671 | $53.0 萬 | 0.1% | −4,894−22.7% | 減碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 1,028 | $53.9 萬 | 0.1% | 00.0% | 不變 | – |
| GDGeneral Dynamics Corp | Stock | 2,015 | $56.9 萬 | 0.1% | −85−4.0% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 5,014 | $57.0 萬 | 0.1% | +1,847+58.3% | 加碼 | 歷史 |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 3,679 | $57.3 萬 | 0.1% | −186−4.8% | 減碼 | – |
| KOCoca Cola Co | Stock | 9,505 | $58.2 萬 | 0.1% | −100−1.0% | 減碼 | 歷史 |
| DFSDiscover Financial Services | COM | 4,483 | $58.8 萬 | 0.1% | −215−4.6% | 減碼 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 2,558 | $58.9 萬 | 0.1% | +257+11.2% | 加碼 | 歷史 |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 14,969 | $59.2 萬 | 0.1% | −5,400−26.5% | 減碼 | – |
| CARRCarrier Global Corp | Stock | 10,182 | $59.2 萬 | 0.1% | +932+10.1% | 加碼 | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 4,976 | $60.7 萬 | 0.1% | +22+0.4% | 加碼 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 4,279 | $61.6 萬 | 0.1% | −1,350−24.0% | 減碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 14,743 | $62.1 萬 | 0.1% | +857+6.2% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,393 | $62.2 萬 | 0.1% | +116+5.1% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 12,821 | $64.3 萬 | 0.1% | +910+7.6% | 加碼 | – |
| WFCWells Fargo & Company | Stock | 11,202 | $64.9 萬 | 0.1% | +109+1.0% | 加碼 | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 10,636 | $67.4 萬 | 0.1% | −1,250−10.5% | 減碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,282 | $71.3 萬 | 0.1% | −56−4.2% | 減碼 | 歷史 |
| PPGPPG Industries Inc | Stock | 4,988 | $72.3 萬 | 0.1% | +254+5.4% | 加碼 | 歷史 |
| MCKMcKesson Corp | Stock | 1,431 | $76.8 萬 | 0.1% | −72−4.8% | 減碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 18,394 | $76.8 萬 | 0.1% | −1,898−9.4% | 減碼 | – |
| TOLToll Brothers, Inc. | COM | 6,507 | $84.2 萬 | 0.1% | −50−0.8% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 3,487 | $85.8 萬 | 0.1% | −169−4.6% | 減碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 3,365 | $85.8 萬 | 0.1% | −643−16.0% | 減碼 | 歷史 |
| HSYHershey Co | COM | 4,437 | $86.3 萬 | 0.1% | +2,436+121.7% | 加碼 | 歷史 |
| MASMasco Corp | COM | 11,353 | $89.5 萬 | 0.1% | −242−2.1% | 減碼 | 歷史 |
| AVYAvery Dennison Corp | COM | 4,140 | $92.4 萬 | 0.1% | −88−2.1% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 4,051 | $92.6 萬 | 0.1% | +119+3.0% | 加碼 | – |
| RYRoyal Bank of Canada | Stock | 9,302 | $93.8 萬 | 0.1% | −1,174−11.2% | 減碼 | 歷史 |
| NINisource Inc. | COM | 36,071 | $99.8 萬 | 0.1% | −12,118−25.1% | 減碼 | 歷史 |
| IRIngersoll Rand Inc. | COM | 10,565 | $100.3 萬 | 0.1% | −455−4.1% | 減碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 3,775 | $101.3 萬 | 0.1% | +336+9.8% | 加碼 | 歷史 |
2023 年第 4 季之後清倉（14 檔）
2023 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 4 季股數 | 2023 年第 4 季市值 | 2023 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| USBUS Bancorp DE | COM NEW | 31,938 | $138.2 萬 | 0.2% | 歷史 |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 17,076 | $133.2 萬 | 0.2% | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 7,595 | $69.4 萬 | 0.1% | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,561 | $26.6 萬 | <0.1% | – |
| VLTOVeralto Corp | Stock | 2,880 | $23.7 萬 | <0.1% | 歷史 |
| FDSFactset Research Systems Inc | Stock | 492 | $23.5 萬 | <0.1% | 歷史 |
| DUKDuke Energy CORP | Stock | 2,385 | $23.1 萬 | <0.1% | 歷史 |
| ADBEAdobe Inc. | Stock | 353 | $21.1 萬 | <0.1% | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 2,853 | $21.0 萬 | <0.1% | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 2,104 | $20.8 萬 | <0.1% | – |
| MDTMedtronic plc | Stock | 2,447 | $20.2 萬 | <0.1% | 歷史 |
| Ares Capital Corp04010LAW3 | NOTE 4.625% 3/0 | 70,000 | $7.35 萬 | <0.1% | – |
| OCULOcular Therapeutix, Inc | COM | 10,000 | $4.46 萬 | <0.1% | 歷史 |
| GERNGeron Corp | COM | 10,000 | $2.11 萬 | <0.1% | 歷史 |