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 |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Broad Market ETF808524102 | ETF | 8,988 | $20.4 萬 | <0.1% | −1,632−15.4% | 減碼依 3 比 1 拆股換算 | – |
| NUENucor Corp | COM | 1,755 | $20.5 萬 | <0.1% | −210−10.7% | 減碼 | 歷史 |
| Fidelity Covington Trust316092873 | MSCI COMMNTN SVC | 3,504 | $20.6 萬 | <0.1% | +3,504 | 新進 | – |
| Fidelity Covington Trust316092709 | MSCI INDL INDX | 2,996 | $21.1 萬 | <0.1% | −215−6.7% | 減碼 | – |
| EMREmerson Electric Co | Stock | 1,705 | $21.1 萬 | <0.1% | −183−9.7% | 減碼 | 歷史 |
| RPMRPM International Inc | COM | 1,796 | $22.1 萬 | <0.1% | −130−6.7% | 減碼 | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 1,005 | $22.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Fidelity Comwlth Tr315912808 | NASDAQ COMPSIT | 3,000 | $22.8 萬 | <0.1% | +3,000 | 新進 | – |
| WSOWatsco Inc | COM | 502 | $23.8 萬 | <0.1% | +2+0.4% | 加碼 | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 1,869 | $24.2 萬 | <0.1% | +209+12.6% | 加碼 | – |
| PPLPPL Corp | COM | 7,540 | $24.5 萬 | <0.1% | +7,540 | 新進 | 歷史 |
| CMCSAComcast Corp | Stock | 6,646 | $24.9 萬 | <0.1% | −68,472−91.2% | 減碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 1,124 | $25.2 萬 | <0.1% | +85+8.2% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 1,553 | $25.2 萬 | <0.1% | −407−20.8% | 減碼 | 歷史 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 7,403 | $25.6 萬 | <0.1% | +7,403 | 新進 | – |
| MKCMcCormick & Co Inc | Stock | 3,395 | $25.9 萬 | <0.1% | −90−2.6% | 減碼 | 歷史 |
| AONAon plc | CL A | 727 | $26.1 萬 | <0.1% | +1+0.1% | 加碼 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 920 | $26.5 萬 | <0.1% | +76+9.0% | 加碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,352 | $26.8 萬 | <0.1% | −109−7.5% | 減碼 | – |
| CMICummins Inc | Stock | 769 | $26.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 1,555 | $27.6 萬 | <0.1% | −574−27.0% | 減碼 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 519 | $27.6 萬 | <0.1% | −101−16.3% | 減碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 2,005 | $28.0 萬 | <0.1% | −3−0.1% | 減碼 | 歷史 |
| SNPSSynopsys Inc | COM | 577 | $28.0 萬 | <0.1% | +5+0.9% | 加碼 | 歷史 |
| DGXQuest Diagnostics Inc | COM | 1,869 | $28.2 萬 | <0.1% | −4−0.2% | 減碼 | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 2,796 | $29.5 萬 | <0.1% | −415−12.9% | 減碼 | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 4,957 | $30.1 萬 | <0.1% | −197−3.8% | 減碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 11,239 | $30.7 萬 | <0.1% | −671−5.6% | 減碼依 3 比 1 拆股換算 | – |
| Invesco Exch TRD SLF Idx FD46139W783 | BULL 2034 CO ETF | 15,256 | $30.8 萬 | <0.1% | +15,256 | 新進 | – |
| TSLATesla, Inc. | Stock | 772 | $31.2 萬 | <0.1% | −525−40.5% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 2,484 | $31.2 萬 | <0.1% | −106−4.1% | 減碼 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 1,398 | $31.4 萬 | <0.1% | −73−5.0% | 減碼 | – |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 4,952 | $32.4 萬 | <0.1% | +588+13.5% | 加碼 | – |
| Fidelity MSCI Financials Index ETF316092501 | ETF | 4,748 | $32.6 萬 | <0.1% | +238+5.3% | 加碼 | – |
| MOG.AMoog Inc. | CL A | 1,800 | $35.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 1,476 | $37.5 萬 | <0.1% | −76−4.9% | 減碼 | – |
| SCHWSchwab Charles Corp | Stock | 5,119 | $37.9 萬 | 0.1% | +9+0.2% | 加碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2,899 | $38.3 萬 | 0.1% | 00.0% | 不變 | – |
| BROBrown & Brown, Inc. | Stock | 3,814 | $38.9 萬 | 0.1% | −102−2.6% | 減碼 | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 1,426 | $40.5 萬 | 0.1% | −34−2.3% | 減碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 8,644 | $41.8 萬 | 0.1% | −3,880−31.0% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,043 | $41.9 萬 | 0.1% | 00.0% | 不變 | – |
| BMYBristol Myers Squibb Co | Stock | 7,420 | $42.0 萬 | 0.1% | −736−9.0% | 減碼 | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 4,993 | $42.2 萬 | 0.1% | −8−0.2% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,852 | $42.9 萬 | 0.1% | +1,852 | 新進 | 歷史 |
| TXNTexas Instruments Inc | Stock | 2,315 | $43.4 萬 | 0.1% | −606−20.7% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,644 | $43.4 萬 | 0.1% | −42−2.5% | 減碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 3,457 | $44.1 萬 | 0.1% | −108−3.0% | 減碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 17,254 | $44.6 萬 | 0.1% | +2,426+16.4% | 加碼依 2 比 1 拆股換算 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 6,390 | $44.9 萬 | 0.1% | +461+7.8% | 加碼 | – |
| WMTWalmart Inc. | Stock | 5,092 | $46.0 萬 | 0.1% | −180−3.4% | 減碼 | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 4,209 | $47.6 萬 | 0.1% | −511−10.8% | 減碼 | 歷史 |
| Vanguard World FD921910873 | MEGA CAP INDEX | 2,263 | $48.1 萬 | 0.1% | −50−2.2% | 減碼 | – |
| KMBKimberly Clark Corp | Stock | 3,736 | $49.0 萬 | 0.1% | −190−4.8% | 減碼 | 歷史 |
| PPGPPG Industries Inc | Stock | 4,173 | $49.8 萬 | 0.1% | −93−2.2% | 減碼 | 歷史 |
| MTBM&T Bank Corp | COM | 2,665 | $50.1 萬 | 0.1% | −90−3.3% | 減碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 853 | $53.0 萬 | 0.1% | −174−16.9% | 減碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 8,700 | $53.4 萬 | 0.1% | −559−6.0% | 減碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 3,193 | $54.1 萬 | 0.1% | −197−5.8% | 減碼 | – |
| TMToyota Motor Corp | ADS | 2,784 | $54.2 萬 | 0.1% | −230−7.6% | 減碼 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 2,260 | $54.4 萬 | 0.1% | −320−12.4% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 625 | $55.7 萬 | 0.1% | +5+0.8% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 6,774 | $55.8 萬 | 0.1% | +21+0.3% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 8,993 | $56.0 萬 | 0.1% | −1,384−13.3% | 減碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 2,242 | $59.1 萬 | 0.1% | −3−0.1% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 5,238 | $59.2 萬 | 0.1% | −108−2.0% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 12,674 | $60.6 萬 | 0.1% | −145−1.1% | 減碼 | – |
| CARRCarrier Global Corp | Stock | 8,881 | $60.6 萬 | 0.1% | −833−8.6% | 減碼 | 歷史 |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 3,318 | $61.3 萬 | 0.1% | −331−9.1% | 減碼 | – |
| MASMasco Corp | COM | 8,703 | $63.2 萬 | 0.1% | −1,552−15.1% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 2,265 | $65.7 萬 | 0.1% | −657−22.5% | 減碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,190 | $67.8 萬 | 0.1% | −105−8.1% | 減碼 | 歷史 |
| DFSDiscover Financial Services | COM | 3,916 | $67.8 萬 | 0.1% | −80−2.0% | 減碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 15,553 | $68.5 萬 | 0.1% | −720−4.4% | 減碼 | – |
| HSYHershey Co | COM | 4,114 | $69.7 萬 | 0.1% | −297−6.7% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 6,257 | $69.7 萬 | 0.1% | −32,864−84.0% | 減碼 | 歷史 |
| CICigna Group | Stock | 2,534 | $70.0 萬 | 0.1% | +13+0.5% | 加碼 | 歷史 |
| AVYAvery Dennison Corp | COM | 3,758 | $70.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| UNPUnion Pacific Corp | Stock | 3,085 | $70.3 萬 | 0.1% | −471−13.2% | 減碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 5,788 | $76.0 萬 | 0.1% | −1,275−18.1% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46139W825 | BUL 2033 COR ETF | 37,084 | $76.5 萬 | 0.1% | +37,084 | 新進 | – |
| TOLToll Brothers, Inc. | COM | 6,160 | $77.6 萬 | 0.1% | −90−1.4% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 11,305 | $79.4 萬 | 0.1% | −61−0.5% | 減碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 3,416 | $80.2 萬 | 0.1% | +10.0% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,988 | $81.6 萬 | 0.1% | −22−1.1% | 減碼 | – |
| MCKMcKesson Corp | Stock | 1,463 | $83.4 萬 | 0.1% | −6−0.4% | 減碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 3,321 | $84.2 萬 | 0.1% | −438−11.7% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,950 | $85.5 萬 | 0.1% | +411+16.2% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 41,795 | $86.3 萬 | 0.1% | +41,795 | 新進 | – |
| RYRoyal Bank of Canada | Stock | 7,327 | $88.3 萬 | 0.1% | −426−5.5% | 減碼 | 歷史 |
| IRIngersoll Rand Inc. | COM | 10,338 | $93.5 萬 | 0.1% | +7+0.1% | 加碼 | 歷史 |
| NINisource Inc. | COM | 25,807 | $94.9 萬 | 0.1% | −2,098−7.5% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46139W858 | BULLETSHS 2032 | 47,177 | $94.9 萬 | 0.1% | +47,177 | 新進 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 3,992 | $95.9 萬 | 0.1% | −9−0.2% | 減碼 | – |
| ALLEAllegion plc | ORD SHS | 7,753 | $101.3 萬 | 0.1% | −1,001−11.4% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J460 | INVSCO 30 CORP | 62,211 | $101.8 萬 | 0.1% | +62,211 | 新進 | – |
| Invesco Exch TRD SLF Idx FD46138J429 | BULETSHS 2031 CP | 63,580 | $102.0 萬 | 0.1% | +63,580 | 新進 | – |
| Invesco Exch TRD SLF Idx FD46138J577 | BULETSHS 2029 | 56,138 | $103.0 萬 | 0.1% | +56,138 | 新進 | – |
| ADPAutomatic Data Processing Inc | Stock | 3,674 | $107.5 萬 | 0.1% | −301−7.6% | 減碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 19,093 | $108.3 萬 | 0.1% | −2,072−9.8% | 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 |