River Wealth Advisors LLC
- SEC CIK
- 0001642570
- 最新申報
- 2026/8/4
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/8/13 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 193
- 較 2024 年第 1 季 −15
- 總值
- $6.97 億
- 較 2024 年第 1 季 +$929.9 萬 (+1.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Russell 2000 ETF464287655 | ETF | 218,042 | $4,424 萬 | 6.3% | +8,588+4.1% | 加碼 | – |
| AAPLApple Inc. | Stock | 176,767 | $3,723 萬 | 5.3% | +338+0.2% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 74,028 | $3,309 萬 | 4.7% | +1,366+1.9% | 加碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 355,530 | $2,883 萬 | 4.1% | +12,817+3.7% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 218,855 | $2,704 萬 | 3.9% | 00.0% | 不變依 10 比 1 拆股換算 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 47,649 | $2,607 萬 | 3.7% | +1,602+3.5% | 加碼 | – |
| iShares Tr46434V100 | 0-5YR INVT GR CP | 332,838 | $1,639 萬 | 2.4% | −5,086−1.5% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 89,354 | $1,628 萬 | 2.3% | −275−0.3% | 減碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 277,413 | $1,627 萬 | 2.3% | −35,038−11.2% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 81,966 | $1,584 萬 | 2.3% | +3,204+4.1% | 加碼 | 歷史 |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 213,518 | $1,539 萬 | 2.2% | +888+0.4% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 62,926 | $1,273 萬 | 1.8% | +1,353+2.2% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 47,929 | $1,258 萬 | 1.8% | −40.0% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 39,351 | $1,194 萬 | 1.7% | +1,950+5.2% | 加碼 | 歷史 |
| LRCXLam Research Corp | COM | 9,645 | $1,027 萬 | 1.5% | −144−1.5% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 29,587 | $927.7 萬 | 1.3% | +759+2.6% | 加碼 | 歷史 |
| DHIHorton D R Inc | COM | 59,836 | $843.3 萬 | 1.2% | +3,168+5.6% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 76,473 | $842.0 萬 | 1.2% | +4,773+6.7% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 49,924 | $823.4 萬 | 1.2% | +1,751+3.6% | 加碼 | 歷史 |
| CSLCarlisle Companies Inc | COM | 19,734 | $799.6 萬 | 1.1% | −654−3.2% | 減碼 | 歷史 |
| CORCencora, Inc. | Stock | 33,733 | $760.0 萬 | 1.1% | +1,866+5.9% | 加碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 14,017 | $759.5 萬 | 1.1% | −372−2.6% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 186,615 | $742.2 萬 | 1.1% | +3,175+1.7% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 21,794 | $741.5 萬 | 1.1% | −1,016−4.5% | 減碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 137,514 | $736.1 萬 | 1.1% | −21,246−13.4% | 減碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 44,429 | $720.7 萬 | 1.0% | +3,696+9.1% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 7,580 | $686.3 萬 | 1.0% | +2,003+35.9% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 29,858 | $658.3 萬 | 0.9% | −1,528−4.9% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 23,055 | $588.1 萬 | 0.8% | +811+3.6% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 6,897 | $586.2 萬 | 0.8% | +272+4.1% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 59,001 | $585.8 萬 | 0.8% | +38+0.1% | 加碼 | 歷史 |
| TTTrane Technologies plc | SHS | 17,667 | $581.1 萬 | 0.8% | −554−3.0% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 11,045 | $562.5 萬 | 0.8% | +567+5.4% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 22,133 | $553.6 萬 | 0.8% | −615−2.7% | 減碼 | – |
| CVXChevron Corp | Stock | 35,391 | $553.6 萬 | 0.8% | +1,636+4.8% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 20,556 | $530.4 萬 | 0.8% | −488−2.3% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 11,985 | $528.7 萬 | 0.8% | −557−4.4% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 36,192 | $511.0 萬 | 0.7% | −242−0.7% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 40,653 | $503.3 萬 | 0.7% | +3,205+8.6% | 加碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 28,274 | $498.1 萬 | 0.7% | +2,139+8.2% | 加碼 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 19,202 | $494.0 萬 | 0.7% | +434+2.3% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 25,582 | $469.2 萬 | 0.7% | −2,666−9.4% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 14,822 | $463.1 萬 | 0.7% | −48−0.3% | 減碼 | 歷史 |
| TTEKTetra Tech Inc | COM | 21,314 | $435.8 萬 | 0.6% | +1,713+8.7% | 加碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 29,623 | $422.8 萬 | 0.6% | +13,786+87.0% | 加碼 | 歷史 |
| PHMPultegroup Inc | COM | 37,254 | $410.2 萬 | 0.6% | −1,020−2.7% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 69,205 | $405.0 萬 | 0.6% | −1,750−2.5% | 減碼 | – |
| CMCSAComcast Corp | Stock | 103,307 | $404.5 萬 | 0.6% | +6,549+6.8% | 加碼 | 歷史 |
| TELTE Connectivity plc | REG SHS | 26,154 | $393.4 萬 | 0.6% | −1,354−4.9% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 18,429 | $393.2 萬 | 0.6% | +1,213+7.0% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 8,001 | $383.4 萬 | 0.5% | +160+2.0% | 加碼 | – |
| COPConocoPhillips | Stock | 32,283 | $369.3 萬 | 0.5% | +21+0.1% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 10,615 | $365.4 萬 | 0.5% | +338+3.3% | 加碼 | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 31,398 | $356.2 萬 | 0.5% | −1,148−3.5% | 減碼 | – |
| PSXPhillips 66 | Stock | 25,036 | $353.4 萬 | 0.5% | −472−1.9% | 減碼 | 歷史 |
| TRGPTarga Resources Corp. | COM | 26,734 | $344.3 萬 | 0.5% | +2,981+12.5% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 4,290 | $337.7 萬 | 0.5% | +363+9.2% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 6,064 | $335.3 萬 | 0.5% | −1,554−20.4% | 減碼 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 19,449 | $328.3 萬 | 0.5% | −866−4.3% | 減碼 | – |
| DEDeere & Co | Stock | 8,594 | $321.1 萬 | 0.5% | +571+7.1% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 27,748 | $319.4 萬 | 0.5% | +3,492+14.4% | 加碼 | 歷史 |
| LINLinde PLC | Stock | 7,182 | $315.2 萬 | 0.5% | −335−4.5% | 減碼 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 14,094 | $297.0 萬 | 0.4% | −600−4.1% | 減碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 59,946 | $291.3 萬 | 0.4% | +5,415+9.9% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 16,473 | $282.5 萬 | 0.4% | +465+2.9% | 加碼 | 歷史 |
| ARWArrow Electronics, Inc. | COM | 21,824 | $263.5 萬 | 0.4% | −853−3.8% | 減碼 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 32,979 | $256.7 萬 | 0.4% | −212−0.6% | 減碼 | – |
| FITBFifth Third Bancorp | COM | 69,747 | $254.5 萬 | 0.4% | −4,052−5.5% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 12,575 | $250.5 萬 | 0.4% | −206−1.6% | 減碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 17,915 | $248.0 萬 | 0.4% | −1,119−5.9% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 14,791 | $243.9 萬 | 0.3% | +44+0.3% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 9,631 | $240.6 萬 | 0.3% | +19+0.2% | 加碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 4,712 | $238.4 萬 | 0.3% | −134−2.8% | 減碼 | 歷史 |
| FDXFedEx Corp | Stock | 7,816 | $234.4 萬 | 0.3% | −296−3.6% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 22,875 | $229.6 萬 | 0.3% | −749−3.2% | 減碼 | 歷史 |
| SUMSummit Materials, Inc. | CL A | 59,665 | $218.4 萬 | 0.3% | +4,545+8.2% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 14,591 | $213.3 萬 | 0.3% | −1,433−8.9% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 6,401 | $213.2 萬 | 0.3% | +173+2.8% | 加碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 46,507 | $198.1 萬 | 0.3% | −4,823−9.4% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 3,892 | $196.2 萬 | 0.3% | +35+0.9% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 12,545 | $195.1 萬 | 0.3% | −705−5.3% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 8,802 | $188.0 萬 | 0.3% | −883−9.1% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 23,339 | $182.8 萬 | 0.3% | −2,621−10.1% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,322 | $180.8 萬 | 0.3% | +287+9.5% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 3,825 | $178.7 萬 | 0.3% | −373−8.9% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 3,569 | $178.5 萬 | 0.3% | +4+0.1% | 加碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 5,980 | $177.9 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 16,598 | $177.0 萬 | 0.3% | −962−5.5% | 減碼 | – |
| GSGoldman Sachs Group Inc | Stock | 3,701 | $167.4 萬 | 0.2% | −233−5.9% | 減碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 14,428 | $162.0 萬 | 0.2% | −3,512−19.6% | 減碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 17,420 | $152.8 萬 | 0.2% | −1,916−9.9% | 減碼 | 歷史 |
| TFCTruist Financial Corp | COM | 39,328 | $152.8 萬 | 0.2% | −9,415−19.3% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 3,516 | $143.0 萬 | 0.2% | −392−10.0% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 3,198 | $142.6 萬 | 0.2% | +5+0.2% | 加碼 | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 16,148 | $142.3 萬 | 0.2% | −372−2.3% | 減碼 | – |
| CLColgate Palmolive Co | Stock | 14,035 | $136.2 萬 | 0.2% | −518−3.6% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 5,688 | $128.7 萬 | 0.2% | −20.0% | 減碼 | – |
| NEENextera Energy Inc | Stock | 18,000 | $127.5 萬 | 0.2% | −1,898−9.5% | 減碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 13,366 | $121.8 萬 | 0.2% | −51−0.4% | 減碼 | – |
| ULUnilever PLC | SPON ADR NEW | 22,052 | $121.3 萬 | 0.2% | −1,814−7.6% | 減碼 | 歷史 |
2024 年第 1 季之後清倉（16 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 1 季股數 | 2024 年第 1 季市值 | 2024 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| CVSCVS Health Corp | Stock | 58,931 | $470.0 萬 | 0.7% | 歷史 |
| PPLPPL Corp | COM | 14,050 | $38.7 萬 | 0.1% | 歷史 |
| SBUXStarbucks Corp | Stock | 4,039 | $36.9 萬 | 0.1% | 歷史 |
| GLGlobe Life Inc. | COM | 3,049 | $35.5 萬 | 0.1% | 歷史 |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 3,867 | $29.4 萬 | <0.1% | 歷史 |
| RMDResmed Inc | COM | 1,301 | $25.8 萬 | <0.1% | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 1,215 | $24.9 萬 | <0.1% | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 5,904 | $23.0 萬 | <0.1% | – |
| CRLCharles River Laboratories International, Inc. | COM | 847 | $22.9 萬 | <0.1% | 歷史 |
| HUNHuntsman CORP | COM | 8,543 | $22.2 萬 | <0.1% | 歷史 |
| LULUlululemon athletica inc. | Stock | 561 | $21.9 萬 | <0.1% | 歷史 |
| LHLabcorp Holdings Inc. | COM NEW | 997 | $21.8 萬 | <0.1% | 歷史 |
| NVSNovartis AG | ADR | 2,246 | $21.7 萬 | <0.1% | 歷史 |
| GPCGenuine Parts Co | Stock | 1,393 | $21.6 萬 | <0.1% | 歷史 |
| CHDChurch & Dwight Co Inc | COM | 2,016 | $21.0 萬 | <0.1% | 歷史 |
| VZVerizon Communications Inc | Stock | 4,816 | $20.2 萬 | <0.1% | 歷史 |