River Wealth Advisors LLC
- SEC CIK
- 0001642570
- 最新申報
- 2026/8/4
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/11/12 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 208
- 較 2024 年第 2 季 +15
- 總值
- $7.50 億
- 較 2024 年第 2 季 +$5,298 萬 (+7.6%)
| 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 | $1.57 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LHLabcorp Holdings Inc. | Stock | 903 | $20.2 萬 | <0.1% | +903 | 新進 | 歷史 |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 1,866 | $20.6 萬 | <0.1% | +1,866 | 新進 | 歷史 |
| EMREmerson Electric Co | Stock | 1,888 | $20.7 萬 | <0.1% | +2+0.1% | 加碼 | 歷史 |
| Fidelity Covington Trust316092204 | MSCI CONSM DIS | 2,373 | $21.0 萬 | <0.1% | −637−21.2% | 減碼 | – |
| BRBroadridge Financial Solutions, Inc. | Stock | 1,005 | $21.6 萬 | <0.1% | +1,005 | 新進 | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 1,660 | $22.0 萬 | <0.1% | 00.0% | 不變 | – |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 11,517 | $22.5 萬 | <0.1% | +11,517 | 新進 | – |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 2,362 | $22.8 萬 | <0.1% | +2,362 | 新進 | – |
| Fidelity Covington Trust316092709 | MSCI INDL INDX | 3,211 | $23.2 萬 | <0.1% | 00.0% | 不變 | – |
| RPMRPM International Inc | COM | 1,926 | $23.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 3,540 | $23.5 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 844 | $24.0 萬 | <0.1% | +37+4.6% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E537 | NATL AMT MUNI | 9,931 | $24.0 萬 | <0.1% | +9,931 | 新進 | – |
| WSOWatsco Inc | COM | 500 | $24.6 萬 | <0.1% | +8+1.6% | 加碼 | 歷史 |
| DDominion Energy, Inc | Stock | 4,268 | $24.7 萬 | <0.1% | −1,468−25.6% | 減碼 | 歷史 |
| HPQHP Inc | Stock | 6,926 | $24.8 萬 | <0.1% | −990−12.5% | 減碼 | 歷史 |
| CMICummins Inc | Stock | 769 | $24.9 萬 | <0.1% | +8+1.1% | 加碼 | 歷史 |
| AONAon plc | CL A | 726 | $25.1 萬 | <0.1% | +10+1.4% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 1,159 | $27.0 萬 | <0.1% | −104−8.2% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 2,590 | $27.0 萬 | <0.1% | +114+4.6% | 加碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 1,039 | $27.0 萬 | <0.1% | +1,039 | 新進 | 歷史 |
| MKCMcCormick & Co Inc | Stock | 3,485 | $28.7 萬 | <0.1% | −370−9.6% | 減碼 | 歷史 |
| Global X FDS37954Y715 | RBTCS ARTFL INTE | 8,942 | $28.7 萬 | <0.1% | −3,810−29.9% | 減碼 | – |
| Fidelity MSCI Financials Index ETF316092501 | ETF | 4,510 | $28.8 萬 | <0.1% | −76−1.7% | 減碼 | – |
| SNPSSynopsys Inc | COM | 572 | $29.0 萬 | <0.1% | +7+1.2% | 加碼 | 歷史 |
| DGXQuest Diagnostics Inc | COM | 1,873 | $29.1 萬 | <0.1% | +4+0.2% | 加碼 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 620 | $29.1 萬 | <0.1% | −9−1.4% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,461 | $29.3 萬 | <0.1% | +1,461 | 新進 | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 1,471 | $29.5 萬 | <0.1% | −20−1.3% | 減碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 4,351 | $29.5 萬 | <0.1% | −2,488−36.4% | 減碼 | – |
| NUENucor Corp | COM | 1,965 | $29.5 萬 | <0.1% | +9+0.5% | 加碼 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 1,559 | $30.7 萬 | <0.1% | +1,559 | 新進 | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 6,913 | $30.9 萬 | <0.1% | −3,679−34.7% | 減碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,732 | $31.0 萬 | <0.1% | +1,732 | 新進 | – |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 4,364 | $31.8 萬 | <0.1% | +21+0.5% | 加碼 | – |
| MPCMarathon Petroleum Corp | Stock | 2,008 | $32.7 萬 | <0.1% | −139−6.5% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 5,110 | $33.1 萬 | <0.1% | −29−0.6% | 減碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 3,970 | $33.6 萬 | <0.1% | −33−0.8% | 減碼 | – |
| TSLATesla, Inc. | Stock | 1,297 | $33.9 萬 | <0.1% | −597−31.5% | 減碼 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 2,129 | $34.5 萬 | <0.1% | −643−23.2% | 減碼 | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 3,211 | $34.7 萬 | <0.1% | −199−5.8% | 減碼 | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 5,154 | $34.9 萬 | <0.1% | −1,074−17.2% | 減碼 | – |
| MOG.AMoog Inc. | CL A | 1,800 | $36.4 萬 | <0.1% | −10−0.6% | 減碼 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 7,414 | $38.2 萬 | 0.1% | +81+1.1% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,043 | $39.2 萬 | 0.1% | −83−7.4% | 減碼 | – |
| AMATApplied Materials Inc | Stock | 1,960 | $39.6 萬 | 0.1% | +19+1.0% | 加碼 | 歷史 |
| BROBrown & Brown, Inc. | Stock | 3,916 | $40.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 1,460 | $41.1 萬 | 0.1% | +24+1.7% | 加碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2,899 | $41.2 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 4,102 | $41.5 萬 | 0.1% | +4,102 | 新進 | – |
| BMYBristol Myers Squibb Co | Stock | 8,156 | $42.2 萬 | 0.1% | −318−3.8% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 5,272 | $42.6 萬 | 0.1% | −3,846−42.2% | 減碼 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 1,552 | $43.8 萬 | 0.1% | −19−1.2% | 減碼 | – |
| NFLXNetflix Inc | Stock | 620 | $44.0 萬 | 0.1% | +39+6.7% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,686 | $44.5 萬 | 0.1% | +76+4.7% | 加碼 | – |
| PEGPublic Service Enterprise Group Inc | COM | 5,001 | $44.6 萬 | 0.1% | +8+0.2% | 加碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 3,565 | $45.7 萬 | 0.1% | −202−5.4% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 5,929 | $46.3 萬 | 0.1% | +2,754+86.7% | 加碼 | – |
| Vanguard World FD921910873 | MEGA CAP INDEX | 2,313 | $47.8 萬 | 0.1% | 00.0% | 不變 | – |
| MTBM&T Bank Corp | COM | 2,755 | $49.1 萬 | 0.1% | −87−3.1% | 減碼 | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 4,720 | $51.4 萬 | 0.1% | −256−5.1% | 減碼 | 歷史 |
| TMToyota Motor Corp | ADS | 3,014 | $53.8 萬 | 0.1% | −2,640−46.7% | 減碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 3,926 | $55.9 萬 | 0.1% | +10.0% | 加碼 | 歷史 |
| DFSDiscover Financial Services | COM | 3,996 | $56.1 萬 | 0.1% | +38+1.0% | 加碼 | 歷史 |
| PPGPPG Industries Inc | Stock | 4,266 | $56.5 萬 | 0.1% | −277−6.1% | 減碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 12,524 | $56.8 萬 | 0.1% | −1,000−7.4% | 減碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 9,259 | $58.0 萬 | 0.1% | −800−8.0% | 減碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 3,390 | $59.2 萬 | 0.1% | +3,390 | 新進 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 1,027 | $60.2 萬 | 0.1% | −1−0.1% | 減碼 | – |
| TXNTexas Instruments Inc | Stock | 2,921 | $60.3 萬 | 0.1% | +99+3.5% | 加碼 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 2,580 | $60.4 萬 | 0.1% | +21+0.8% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 6,753 | $60.9 萬 | 0.1% | +40+0.6% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 5,346 | $61.0 萬 | 0.1% | −29−0.5% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 28,881 | $61.0 萬 | 0.1% | +28,881 | 新進 | – |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 3,649 | $63.7 萬 | 0.1% | −14−0.4% | 減碼 | – |
| WFCWells Fargo & Company | Stock | 11,366 | $64.2 萬 | 0.1% | +164+1.5% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 12,819 | $67.7 萬 | 0.1% | +906+7.6% | 加碼 | – |
| GDGeneral Dynamics Corp | Stock | 2,245 | $67.8 萬 | 0.1% | −2−0.1% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,539 | $71.9 萬 | 0.1% | +43+1.7% | 加碼 | – |
| MCKMcKesson Corp | Stock | 1,469 | $72.6 萬 | 0.1% | −18−1.2% | 減碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,295 | $73.8 萬 | 0.1% | +13+1.0% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 10,377 | $74.6 萬 | 0.1% | +568+5.8% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,010 | $77.2 萬 | 0.1% | +1,072+114.3% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 16,273 | $77.9 萬 | 0.1% | −248−1.5% | 減碼 | – |
| CARRCarrier Global Corp | Stock | 9,714 | $78.2 萬 | 0.1% | +20.0% | 加碼 | 歷史 |
| AVYAvery Dennison Corp | COM | 3,758 | $83.0 萬 | 0.1% | +5+0.1% | 加碼 | 歷史 |
| HSYHershey Co | COM | 4,411 | $84.6 萬 | 0.1% | −56−1.3% | 減碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 3,415 | $84.9 萬 | 0.1% | +5+0.1% | 加碼 | 歷史 |
| MASMasco Corp | COM | 10,255 | $86.1 萬 | 0.1% | −98−0.9% | 減碼 | 歷史 |
| CICigna Group | Stock | 2,521 | $87.3 萬 | 0.1% | +1,735+220.7% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 3,556 | $87.6 萬 | 0.1% | −64−1.8% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 2,922 | $89.0 萬 | 0.1% | −1,381−32.1% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 4,001 | $94.9 萬 | 0.1% | −45−1.1% | 減碼 | – |
| iShares Select Dividend ETF464287168 | ETF | 7,063 | $95.4 萬 | 0.1% | 00.0% | 不變 | – |
| TOLToll Brothers, Inc. | COM | 6,250 | $96.6 萬 | 0.1% | −182−2.8% | 減碼 | 歷史 |
| NINisource Inc. | COM | 27,905 | $96.7 萬 | 0.1% | −2,808−9.1% | 減碼 | 歷史 |
| RYRoyal Bank of Canada | Stock | 7,753 | $96.7 萬 | 0.1% | −340−4.2% | 減碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 3,759 | $98.5 萬 | 0.1% | +32+0.9% | 加碼 | 歷史 |
| IRIngersoll Rand Inc. | COM | 10,331 | $101.4 萬 | 0.1% | −102−1.0% | 減碼 | 歷史 |
2024 年第 2 季之後清倉（1 檔）
2024 年第 2 季季末還持有、這份申報已經沒有的部位。