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 |
|---|---|---|---|---|---|---|---|
| LXRXLexicon Pharmaceuticals, Inc. | COM NEW | 10,000 | $1.68 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 1,660 | $20.0 萬 | <0.1% | 00.0% | 不變 | – |
| RPMRPM International Inc | COM | 1,926 | $20.7 萬 | <0.1% | +150+8.4% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 1,886 | $20.8 萬 | <0.1% | +2+0.1% | 加碼 | 歷史 |
| Fidelity Covington Trust316092709 | MSCI INDL INDX | 3,211 | $21.0 萬 | <0.1% | +9+0.3% | 加碼 | – |
| AONAon plc | CL A | 716 | $21.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CMICummins Inc | Stock | 761 | $21.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 807 | $21.2 萬 | <0.1% | 00.0% | 不變 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 3,540 | $22.3 萬 | <0.1% | +10+0.3% | 加碼 | – |
| WSOWatsco Inc | COM | 492 | $22.8 萬 | <0.1% | −55−10.1% | 減碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 3,175 | $23.1 萬 | <0.1% | −469−12.9% | 減碼 | – |
| MSMorgan Stanley | Stock | 2,476 | $24.1 萬 | <0.1% | +88+3.7% | 加碼 | 歷史 |
| Fidelity Covington Trust316092204 | MSCI CONSM DIS | 3,010 | $24.4 萬 | <0.1% | +8+0.3% | 加碼 | – |
| AMTAmerican Tower Corp | REIT | 1,263 | $24.6 萬 | <0.1% | −407−24.4% | 減碼 | 歷史 |
| DGXQuest Diagnostics Inc | COM | 1,869 | $25.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 677 | $25.9 萬 | <0.1% | +6+0.9% | 加碼 | 歷史 |
| CICigna Group | Stock | 786 | $26.0 萬 | <0.1% | +9+1.2% | 加碼 | 歷史 |
| Fidelity MSCI Financials Index ETF316092501 | ETF | 4,586 | $26.6 萬 | <0.1% | −5−0.1% | 減碼 | – |
| AMPAmeriprise Financial Inc | COM | 629 | $26.9 萬 | <0.1% | +130+26.1% | 加碼 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 1,491 | $27.2 萬 | <0.1% | 00.0% | 不變 | – |
| MKCMcCormick & Co Inc | Stock | 3,855 | $27.3 萬 | <0.1% | −375−8.9% | 減碼 | 歷史 |
| HPQHP Inc | Stock | 7,916 | $27.7 萬 | <0.1% | +50+0.6% | 加碼 | 歷史 |
| DDominion Energy, Inc | Stock | 5,736 | $28.1 萬 | <0.1% | −1,609−21.9% | 減碼 | 歷史 |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 4,343 | $29.8 萬 | <0.1% | +60+1.4% | 加碼 | – |
| MOG.AMoog Inc. | CL A | 1,810 | $30.3 萬 | <0.1% | −60−3.2% | 減碼 | 歷史 |
| NUENucor Corp | COM | 1,956 | $30.9 萬 | <0.1% | −117−5.6% | 減碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 4,003 | $31.1 萬 | <0.1% | −261−6.1% | 減碼 | – |
| SNPSSynopsys Inc | COM | 565 | $33.6 萬 | <0.1% | −130−18.7% | 減碼 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 7,333 | $34.8 萬 | <0.1% | +603+9.0% | 加碼 | – |
| BROBrown & Brown, Inc. | Stock | 3,916 | $35.0 萬 | 0.1% | −400−9.3% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 938 | $35.1 萬 | 0.1% | 00.0% | 不變 | – |
| BMYBristol Myers Squibb Co | Stock | 8,474 | $35.2 萬 | 0.1% | +796+10.4% | 加碼 | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 4,993 | $36.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2,899 | $36.9 萬 | 0.1% | −179−5.8% | 減碼 | – |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 3,410 | $37.0 萬 | 0.1% | −330−8.8% | 減碼 | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 1,436 | $37.2 萬 | 0.1% | −90−5.9% | 減碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 2,147 | $37.3 萬 | 0.1% | +458+27.1% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,894 | $37.5 萬 | 0.1% | +642+51.3% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 5,139 | $37.9 萬 | 0.1% | +580+12.7% | 加碼 | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 6,228 | $38.4 萬 | 0.1% | −4,408−41.4% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,610 | $39.0 萬 | 0.1% | −7−0.4% | 減碼 | – |
| NFLXNetflix Inc | Stock | 581 | $39.2 萬 | 0.1% | −94−13.9% | 減碼 | 歷史 |
| Global X FDS37954Y715 | RBTCS ARTFL INTE | 12,752 | $39.3 萬 | 0.1% | −3,919−23.5% | 減碼 | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 10,592 | $40.7 萬 | 0.1% | −4,377−29.2% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,126 | $41.0 萬 | 0.1% | +83+8.0% | 加碼 | – |
| Vanguard Health Care ETF92204A504 | ETF | 1,571 | $41.8 萬 | 0.1% | −163−9.4% | 減碼 | – |
| DLRDigital Realty Trust, Inc. | COM | 2,772 | $42.1 萬 | 0.1% | −1,507−35.2% | 減碼 | 歷史 |
| MTBM&T Bank Corp | COM | 2,842 | $43.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 6,839 | $43.9 萬 | 0.1% | +2,473+56.6% | 加碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 3,767 | $44.7 萬 | 0.1% | +572+17.9% | 加碼 | – |
| Vanguard World FD921910873 | MEGA CAP INDEX | 2,313 | $45.6 萬 | 0.1% | 00.0% | 不變 | – |
| AMATApplied Materials Inc | Stock | 1,941 | $45.8 萬 | 0.1% | +116+6.4% | 加碼 | 歷史 |
| DFSDiscover Financial Services | COM | 3,958 | $51.8 萬 | 0.1% | −525−11.7% | 減碼 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 2,559 | $52.0 萬 | 0.1% | +10.0% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 6,713 | $52.1 萬 | 0.1% | +6,713 | 新進 | 歷史 |
| KMBKimberly Clark Corp | Stock | 3,925 | $54.2 萬 | 0.1% | +10.0% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 2,822 | $54.9 萬 | 0.1% | +487+20.9% | 加碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 13,524 | $55.6 萬 | 0.1% | −1,219−8.3% | 減碼 | – |
| ABTAbbott Laboratories | Stock | 5,375 | $55.9 萬 | 0.1% | +361+7.2% | 加碼 | 歷史 |
| PPGPPG Industries Inc | Stock | 4,543 | $57.2 萬 | 0.1% | −445−8.9% | 減碼 | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 4,976 | $57.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 10,059 | $57.9 萬 | 0.1% | +1,480+17.3% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 11,913 | $58.9 萬 | 0.1% | −908−7.1% | 減碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 1,028 | $59.3 萬 | 0.1% | 00.0% | 不變 | – |
| CARRCarrier Global Corp | Stock | 9,712 | $61.3 萬 | 0.1% | −470−4.6% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 9,118 | $61.7 萬 | 0.1% | +4,703+106.5% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 9,809 | $62.4 萬 | 0.1% | +304+3.2% | 加碼 | 歷史 |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 3,663 | $62.8 萬 | 0.1% | −16−0.4% | 減碼 | – |
| GDGeneral Dynamics Corp | Stock | 2,247 | $65.2 萬 | 0.1% | +232+11.5% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 11,202 | $66.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,496 | $66.8 萬 | 0.1% | +103+4.3% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,282 | $68.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MASMasco Corp | COM | 10,353 | $69.0 萬 | 0.1% | −1,000−8.8% | 減碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 16,521 | $72.3 萬 | 0.1% | −1,873−10.2% | 減碼 | – |
| NSCNorfolk Southern Corp | Stock | 3,410 | $73.2 萬 | 0.1% | +45+1.3% | 加碼 | 歷史 |
| TOLToll Brothers, Inc. | COM | 6,432 | $74.1 萬 | 0.1% | −75−1.2% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 3,620 | $81.9 萬 | 0.1% | +133+3.8% | 加碼 | 歷史 |
| AVYAvery Dennison Corp | COM | 3,753 | $82.1 萬 | 0.1% | −387−9.3% | 減碼 | 歷史 |
| HSYHershey Co | COM | 4,467 | $82.1 萬 | 0.1% | +30+0.7% | 加碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 7,063 | $85.4 萬 | 0.1% | −2,510−26.2% | 減碼 | – |
| RYRoyal Bank of Canada | Stock | 8,093 | $86.1 萬 | 0.1% | −1,209−13.0% | 減碼 | 歷史 |
| MCKMcKesson Corp | Stock | 1,487 | $86.8 萬 | 0.1% | +56+3.9% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 4,046 | $88.2 萬 | 0.1% | −5−0.1% | 減碼 | – |
| ITWIllinois Tool Works Inc | Stock | 3,727 | $88.3 萬 | 0.1% | −48−1.3% | 減碼 | 歷史 |
| NINisource Inc. | COM | 30,713 | $88.5 萬 | 0.1% | −5,358−14.9% | 減碼 | 歷史 |
| IRIngersoll Rand Inc. | COM | 10,433 | $94.8 萬 | 0.1% | −132−1.2% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 4,137 | $98.7 萬 | 0.1% | +11+0.3% | 加碼 | 歷史 |
| KRNYKearny Financial Corp. | COM | 166,946 | $102.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 4,303 | $109.7 萬 | 0.2% | +138+3.3% | 加碼 | 歷史 |
| ALLEAllegion plc | ORD SHS | 9,452 | $111.7 萬 | 0.2% | −221−2.3% | 減碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 17,170 | $112.4 萬 | 0.2% | +11,247+189.9% | 加碼 | 歷史 |
| TMToyota Motor Corp | ADS | 5,654 | $115.9 萬 | 0.2% | −375−6.2% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 25,058 | $119.1 萬 | 0.2% | −178−0.7% | 減碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 22,052 | $121.3 萬 | 0.2% | −1,814−7.6% | 減碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 13,366 | $121.8 萬 | 0.2% | −51−0.4% | 減碼 | – |
| NEENextera Energy Inc | Stock | 18,000 | $127.5 萬 | 0.2% | −1,898−9.5% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 5,688 | $128.7 萬 | 0.2% | −20.0% | 減碼 | – |
| CLColgate Palmolive Co | Stock | 14,035 | $136.2 萬 | 0.2% | −518−3.6% | 減碼 | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 16,148 | $142.3 萬 | 0.2% | −372−2.3% | 減碼 | – |
| SPGIS&P Global Inc. | Stock | 3,198 | $142.6 萬 | 0.2% | +5+0.2% | 加碼 | 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 |