River Wealth Advisors LLC
- SEC CIK
- 0001642570
- 最新申報
- 2026/8/4
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/13 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 206
- 較 2024 年第 3 季 −2
- 總值
- $7.54 億
- 較 2024 年第 3 季 +$422.0 萬 (+0.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Russell 2000 ETF464287655 | ETF | 234,994 | $5,192 萬 | 6.9% | +10,974+4.9% | 加碼 | – |
| AAPLApple Inc. | Stock | 176,446 | $4,419 萬 | 5.9% | −665−0.4% | 減碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 383,503 | $3,390 萬 | 4.5% | +18,554+5.1% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 78,178 | $3,295 萬 | 4.4% | +2,332+3.1% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 49,125 | $2,892 萬 | 3.8% | +125+0.3% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 208,779 | $2,804 萬 | 3.7% | −7,236−3.3% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 103,442 | $1,958 萬 | 2.6% | +9,465+10.1% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 49,430 | $1,739 萬 | 2.3% | +8,002+19.3% | 加碼 | 歷史 |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 222,448 | $1,733 萬 | 2.3% | +5,980+2.8% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 75,516 | $1,657 萬 | 2.2% | +126+0.2% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 50,167 | $1,585 萬 | 2.1% | +1,565+3.2% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 65,790 | $1,577 萬 | 2.1% | +1,787+2.8% | 加碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 260,025 | $1,493 萬 | 2.0% | −11,831−4.4% | 減碼 | – |
| CRMSalesforce, Inc. | Stock | 36,701 | $1,227 萬 | 1.6% | +24,473+200.1% | 加碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 53,639 | $1,184 萬 | 1.6% | +17,500+48.4% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 30,710 | $1,019 萬 | 1.4% | +894+3.0% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 208,086 | $914.5 萬 | 1.2% | +17,232+9.0% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 72,100 | $871.0 萬 | 1.2% | −5,788−7.4% | 減碼 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 142,556 | $859.6 萬 | 1.1% | +21,781+18.0% | 加碼 | 歷史 |
| CORCencora, Inc. | Stock | 37,227 | $836.4 萬 | 1.1% | +2,761+8.0% | 加碼 | 歷史 |
| DHIHorton D R Inc | COM | 57,348 | $801.8 萬 | 1.1% | +450+0.8% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 52,329 | $795.7 萬 | 1.1% | +1,459+2.9% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 28,548 | $788.8 萬 | 1.0% | +3,906+15.9% | 加碼 | 歷史 |
| iShares Tr46434V100 | 0-5YR INVT GR CP | 158,227 | $787.0 萬 | 1.0% | −162,249−50.6% | 減碼 | – |
| SYKStryker Corp | Stock | 20,797 | $748.8 萬 | 1.0% | −450−2.1% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 9,563 | $738.3 萬 | 1.0% | +1,269+15.3% | 加碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 138,665 | $724.1 萬 | 1.0% | +326+0.2% | 加碼 | – |
| CSLCarlisle Companies Inc | COM | 18,906 | $697.3 萬 | 0.9% | −421−2.2% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 7,348 | $673.3 萬 | 0.9% | +115+1.6% | 加碼 | 歷史 |
| TTWOTake Two Interactive Software Inc | COM | 36,526 | $672.4 萬 | 0.9% | +22,219+155.3% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 12,578 | $636.3 萬 | 0.8% | +1,105+9.6% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 11,601 | $610.9 萬 | 0.8% | −110−0.9% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 21,366 | $598.4 萬 | 0.8% | −691−3.1% | 減碼 | – |
| TTTrane Technologies plc | SHS | 16,105 | $594.8 萬 | 0.8% | −786−4.7% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 35,255 | $587.5 萬 | 0.8% | −929−2.6% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 5,659 | $580.1 萬 | 0.8% | +912+19.2% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 36,976 | $535.6 萬 | 0.7% | +957+2.7% | 加碼 | 歷史 |
| TRGPTarga Resources Corp. | COM | 29,410 | $525.0 萬 | 0.7% | +37+0.1% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 17,257 | $500.5 萬 | 0.7% | −1,251−6.8% | 減碼 | 歷史 |
| TTEKTetra Tech Inc | COM | 123,919 | $493.7 萬 | 0.7% | +10,843+9.6% | 加碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 13,138 | $484.7 萬 | 0.6% | −789−5.7% | 減碼 | 歷史 |
| LRCXLam Research Corp | Stock | 64,475 | $465.7 萬 | 0.6% | −9,135−12.4% | 減碼依 10 比 1 拆股換算 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 46,517 | $462.7 萬 | 0.6% | +2,199+5.0% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 23,920 | $455.5 萬 | 0.6% | −2,299−8.8% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 22,570 | $455.4 萬 | 0.6% | +2,717+13.7% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 10,587 | $448.6 萬 | 0.6% | +1,298+14.0% | 加碼 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 19,435 | $429.5 萬 | 0.6% | +67+0.3% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 68,484 | $426.7 萬 | 0.6% | −539−0.8% | 減碼 | – |
| LOWLowes Companies Inc | Stock | 15,907 | $392.6 萬 | 0.5% | −3,416−17.7% | 減碼 | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 30,234 | $377.8 萬 | 0.5% | −885−2.8% | 減碼 | – |
| AMGNAmgen Inc | Stock | 14,142 | $368.6 萬 | 0.5% | −338−2.3% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 29,606 | $357.6 萬 | 0.5% | −20,085−40.4% | 減碼 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 18,422 | $350.0 萬 | 0.5% | −732−3.8% | 減碼 | – |
| SUMSummit Materials, Inc. | CL A | 69,156 | $349.9 萬 | 0.5% | +3,204+4.9% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 32,472 | $349.3 萬 | 0.5% | +2,421+8.1% | 加碼 | 歷史 |
| PHMPultegroup Inc | COM | 31,634 | $344.5 萬 | 0.5% | −2,423−7.1% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 8,234 | $320.3 萬 | 0.4% | −680−7.6% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 6,181 | $316.0 萬 | 0.4% | −1,464−19.1% | 減碼 | – |
| TELTE Connectivity plc | Stock | 20,829 | $297.8 萬 | 0.4% | −4,401−17.4% | 減碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 16,343 | $291.4 萬 | 0.4% | −500−3.0% | 減碼 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 13,512 | $287.0 萬 | 0.4% | −373−2.7% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 16,036 | $285.0 萬 | 0.4% | −658−3.9% | 減碼 | 歷史 |
| COPConocoPhillips | Stock | 28,534 | $283.0 萬 | 0.4% | −2,207−7.2% | 減碼 | 歷史 |
| LINLinde PLC | Stock | 6,724 | $281.5 萬 | 0.4% | −388−5.5% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 5,343 | $278.0 萬 | 0.4% | −513−8.8% | 減碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 4,323 | $275.0 萬 | 0.4% | −319−6.9% | 減碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 71,269 | $271.4 萬 | 0.4% | +6,749+10.5% | 加碼 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 94,272 | $261.2 萬 | 0.3% | −2,145−2.2% | 減碼依 3 比 1 拆股換算 | – |
| FITBFifth Third Bancorp | COM | 60,872 | $257.4 萬 | 0.3% | −4,577−7.0% | 減碼 | 歷史 |
| PSXPhillips 66 | Stock | 22,157 | $252.4 萬 | 0.3% | −1,791−7.5% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 21,719 | $251.3 萬 | 0.3% | −722−3.2% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 14,022 | $235.1 萬 | 0.3% | −675−4.6% | 減碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 12,034 | $232.1 萬 | 0.3% | −459−3.7% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 3,941 | $230.7 萬 | 0.3% | +7+0.2% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 6,253 | $226.8 萬 | 0.3% | −50−0.8% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 3,667 | $197.6 萬 | 0.3% | +36+1.0% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 17,078 | $196.8 萬 | 0.3% | +194+1.1% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 13,516 | $195.5 萬 | 0.3% | −891−6.2% | 減碼 | 歷史 |
| FDXFedEx Corp | Stock | 6,943 | $195.3 萬 | 0.3% | −474−6.4% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 3,387 | $193.9 萬 | 0.3% | −179−5.0% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,309 | $193.9 萬 | 0.3% | −53−1.6% | 減碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 6,019 | $193.9 萬 | 0.3% | +39+0.7% | 加碼 | – |
| DHRDanaher Corp | Stock | 8,374 | $192.2 萬 | 0.3% | −667−7.4% | 減碼 | 歷史 |
| ARWArrow Electronics, Inc. | COM | 16,962 | $191.9 萬 | 0.3% | −2,796−14.2% | 減碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 21,343 | $183.6 萬 | 0.2% | −13,645−39.0% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 93,245 | $181.2 萬 | 0.2% | +81,728+709.6% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 3,871 | $175.5 萬 | 0.2% | −187−4.6% | 減碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 40,770 | $170.5 萬 | 0.2% | −3,313−7.5% | 減碼 | – |
| HONHoneywell International Inc | COM | 7,425 | $167.7 萬 | 0.2% | −664−8.2% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 10,873 | $167.0 萬 | 0.2% | −1,323−10.8% | 減碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 27,766 | $165.8 萬 | 0.2% | +4,371+18.7% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 83,099 | $161.9 萬 | 0.2% | +83,099 | 新進 | – |
| SPGIS&P Global Inc. | Stock | 2,991 | $149.0 萬 | 0.2% | −73−2.4% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 3,033 | $147.4 萬 | 0.2% | −283−8.5% | 減碼 | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 16,156 | $146.9 萬 | 0.2% | 00.0% | 不變 | – |
| TFCTruist Financial Corp | COM | 31,556 | $136.9 萬 | 0.2% | −3,530−10.1% | 減碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 14,709 | $135.7 萬 | 0.2% | −1,442−8.9% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 16,867 | $127.5 萬 | 0.2% | −2,857−14.5% | 減碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 5,259 | $122.3 萬 | 0.2% | −409−7.2% | 減碼 | – |
| NEENextera Energy Inc | Stock | 16,825 | $120.6 萬 | 0.2% | −569−3.3% | 減碼 | 歷史 |
2024 年第 3 季之後清倉（16 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 3 季股數 | 2024 年第 3 季市值 | 2024 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 28,881 | $61.0 萬 | 0.1% | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 4,102 | $41.5 萬 | 0.1% | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,732 | $31.0 萬 | <0.1% | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 6,913 | $30.9 萬 | <0.1% | – |
| iShares S&P 500 Value ETF464287408 | ETF | 1,559 | $30.7 萬 | <0.1% | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 4,351 | $29.5 萬 | <0.1% | – |
| Global X FDS37954Y715 | RBTCS ARTFL INTE | 8,942 | $28.7 萬 | <0.1% | – |
| AMTAmerican Tower Corp | REIT | 1,159 | $27.0 萬 | <0.1% | 歷史 |
| HPQHP Inc | Stock | 6,926 | $24.8 萬 | <0.1% | 歷史 |
| DDominion Energy, Inc | Stock | 4,268 | $24.7 萬 | <0.1% | 歷史 |
| Invesco Exch Traded FD Tr II46138E537 | NATL AMT MUNI | 9,931 | $24.0 萬 | <0.1% | – |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 2,362 | $22.8 萬 | <0.1% | – |
| Fidelity Covington Trust316092204 | MSCI CONSM DIS | 2,373 | $21.0 萬 | <0.1% | – |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 1,866 | $20.6 萬 | <0.1% | 歷史 |
| LHLabcorp Holdings Inc. | Stock | 903 | $20.2 萬 | <0.1% | 歷史 |
| LXRXLexicon Pharmaceuticals, Inc. | COM NEW | 10,000 | $1.57 萬 | <0.1% | 歷史 |