River Wealth Advisors LLC
- SEC CIK
- 0001642570
- 最新申報
- 2026/8/4
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/11/12 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 203
- 較 2025 年第 2 季 +1
- 總值
- $8.55 億
- 較 2025 年第 2 季 +$5,083 萬 (+6.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 186,012 | $4,736 萬 | 5.5% | −1,590−0.8% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 81,911 | $4,243 萬 | 5.0% | +168+0.2% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 219,203 | $4,090 萬 | 4.8% | −4,834−2.2% | 減碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 411,559 | $3,974 萬 | 4.6% | +8,619+2.1% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 51,730 | $3,462 萬 | 4.0% | +770+1.5% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 110,520 | $2,687 萬 | 3.1% | +495+0.4% | 加碼 | 歷史 |
| iShares Tr46434V290 | US SML CAP EQT | 343,369 | $2,553 萬 | 3.0% | +14,686+4.5% | 加碼 | – |
| Invesco Exchange Traded FD T46137V498 | S&P SMLCP MOMENT | 336,990 | $2,479 萬 | 2.9% | +13,125+4.1% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 67,634 | $2,133 萬 | 2.5% | +374+0.6% | 加碼 | 歷史 |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 234,148 | $2,119 萬 | 2.5% | +3,175+1.4% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 86,690 | $2,098 萬 | 2.5% | −467−0.5% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 82,863 | $1,819 萬 | 2.1% | +2,300+2.9% | 加碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 247,484 | $1,766 萬 | 2.1% | +2,654+1.1% | 加碼 | – |
| VVisa Inc. | Stock | 51,371 | $1,754 萬 | 2.1% | +469+0.9% | 加碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 64,300 | $1,539 萬 | 1.8% | +2,066+3.3% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 59,895 | $1,477 萬 | 1.7% | +3,455+6.1% | 加碼 | 歷史 |
| CORCencora, Inc. | Stock | 42,905 | $1,341 萬 | 1.6% | +2,573+6.4% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 33,144 | $1,240 萬 | 1.5% | +221+0.7% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 236,097 | $1,218 萬 | 1.4% | +5,302+2.3% | 加碼 | 歷史 |
| TTWOTake Two Interactive Software Inc | COM | 43,090 | $1,113 萬 | 1.3% | +1,101+2.6% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 35,782 | $1,006 萬 | 1.2% | −207−0.6% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 34,214 | $965.7 萬 | 1.1% | +1,638+5.0% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 66,750 | $964.8 萬 | 1.1% | −1,317−1.9% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 12,316 | $939.7 萬 | 1.1% | +1,213+10.9% | 加碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 140,949 | $929.1 萬 | 1.1% | +1,561+1.1% | 加碼 | – |
| BLKBlackRock, Inc. | Stock | 7,205 | $840.0 萬 | 1.0% | +367+5.4% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 32,857 | $778.7 萬 | 0.9% | −688−2.1% | 減碼 | 歷史 |
| LRCXLam Research Corp | Stock | 57,724 | $772.9 萬 | 0.9% | −166−0.3% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 51,765 | $727.0 萬 | 0.8% | +1,331+2.6% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 19,647 | $726.3 萬 | 0.8% | −102−0.5% | 減碼 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 181,317 | $710.6 萬 | 0.8% | +8,350+4.8% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 81,924 | $687.6 萬 | 0.8% | +15,906+24.1% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 7,427 | $683.5 萬 | 0.8% | +1,351+22.2% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 7,288 | $674.6 萬 | 0.8% | −41−0.6% | 減碼 | 歷史 |
| TTTrane Technologies plc | SHS | 15,264 | $644.1 萬 | 0.8% | −172−1.1% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 11,172 | $635.5 萬 | 0.7% | −158−1.4% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 27,365 | $604.3 萬 | 0.7% | +2,048+8.1% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 12,923 | $590.9 萬 | 0.7% | +799+6.6% | 加碼 | 歷史 |
| iShares Tr46434V100 | 0-5YR INVT GR CP | 115,798 | $588.6 萬 | 0.7% | −5,218−4.3% | 減碼 | – |
| WMTWalmart Inc. | Stock | 55,611 | $573.1 萬 | 0.7% | +40,516+268.4% | 加碼 | 歷史 |
| CSLCarlisle Companies Inc | COM | 16,982 | $558.6 萬 | 0.7% | −326−1.9% | 減碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 16,510 | $543.3 萬 | 0.6% | +589+3.7% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 34,546 | $536.5 萬 | 0.6% | −1,313−3.7% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 21,040 | $512.4 萬 | 0.6% | −257−1.2% | 減碼 | 歷史 |
| TTEKTetra Tech Inc | COM | 148,907 | $497.1 萬 | 0.6% | +5,336+3.7% | 加碼 | 歷史 |
| TRGPTarga Resources Corp. | COM | 27,451 | $459.9 萬 | 0.5% | −1,278−4.4% | 減碼 | 歷史 |
| TELTE Connectivity plc | Stock | 19,651 | $431.4 萬 | 0.5% | −335−1.7% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 66,032 | $430.9 萬 | 0.5% | −877−1.3% | 減碼 | – |
| COFCapital One Financial Corp | Stock | 19,576 | $416.1 萬 | 0.5% | −179−0.9% | 減碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 15,083 | $411.4 萬 | 0.5% | −710−4.5% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 6,575 | $394.7 萬 | 0.5% | +68+1.0% | 加碼 | – |
| AMGNAmgen Inc | Stock | 13,536 | $382.0 萬 | 0.4% | −155−1.1% | 減碼 | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 29,356 | $380.8 萬 | 0.4% | −101−0.3% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 33,491 | $377.6 萬 | 0.4% | −1,419−4.1% | 減碼 | 歷史 |
| PHMPultegroup Inc | COM | 28,311 | $374.1 萬 | 0.4% | −2,307−7.5% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 20,953 | $350.6 萬 | 0.4% | −18−0.1% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 15,120 | $350.1 萬 | 0.4% | −143−0.9% | 減碼 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 16,592 | $347.3 萬 | 0.4% | −737−4.3% | 減碼 | – |
| FCXFreeport-McMoran Inc | Stock | 84,118 | $329.9 萬 | 0.4% | +4,698+5.9% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 12,698 | $319.1 萬 | 0.4% | −587−4.4% | 減碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 4,187 | $317.5 萬 | 0.4% | −16−0.4% | 減碼 | 歷史 |
| CCJCameco Corp | Stock | 37,847 | $317.4 萬 | 0.4% | +6,908+22.3% | 加碼 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 17,461 | $301.9 萬 | 0.4% | +4,313+32.8% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 7,400 | $299.8 萬 | 0.4% | −54−0.7% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 6,232 | $297.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 3,961 | $290.9 萬 | 0.3% | +50+1.3% | 加碼 | 歷史 |
| LINLinde PLC | Stock | 5,913 | $280.9 萬 | 0.3% | −38−0.6% | 減碼 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 94,502 | $280.1 萬 | 0.3% | +4,558+5.1% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 4,004 | $266.7 萬 | 0.3% | +627+18.6% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 3,263 | $259.8 萬 | 0.3% | −47−1.4% | 減碼 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 12,418 | $250.3 萬 | 0.3% | −173−1.4% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 121,781 | $238.2 萬 | 0.3% | +2,293+1.9% | 加碼 | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 7,932 | $236.1 萬 | 0.3% | −87−1.1% | 減碼 | – |
| FITBFifth Third Bancorp | COM | 52,879 | $235.6 萬 | 0.3% | −1,264−2.3% | 減碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 11,678 | $234.6 萬 | 0.3% | +32+0.3% | 加碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 6,398 | $233.8 萬 | 0.3% | +379+6.3% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 12,297 | $228.0 萬 | 0.3% | −21−0.2% | 減碼 | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 24,808 | $207.0 萬 | 0.2% | +6,083+32.5% | 加碼 | 歷史 |
| PSXPhillips 66 | Stock | 14,970 | $203.6 萬 | 0.2% | −883−5.6% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 103,158 | $203.3 萬 | 0.2% | −1,566−1.5% | 減碼 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 3,939 | $191.0 萬 | 0.2% | −263−6.3% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 3,105 | $190.1 萬 | 0.2% | +15+0.5% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 12,020 | $184.7 萬 | 0.2% | −504−4.0% | 減碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 34,210 | $182.7 萬 | 0.2% | −1,181−3.3% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 3,704 | $177.7 萬 | 0.2% | +149+4.2% | 加碼 | – |
| COPConocoPhillips | Stock | 18,618 | $176.1 萬 | 0.2% | −2,371−11.3% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 3,376 | $169.7 萬 | 0.2% | −535−13.7% | 減碼 | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 17,589 | $168.7 萬 | 0.2% | +1,875+11.9% | 加碼 | – |
| MDLZMondelez International, Inc. | Stock | 26,109 | $163.1 萬 | 0.2% | −1,042−3.8% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 8,042 | $159.4 萬 | 0.2% | −176−2.1% | 減碼 | 歷史 |
| DHIHorton D R Inc | COM | 9,391 | $159.1 萬 | 0.2% | −565−5.7% | 減碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 4,818 | $155.7 萬 | 0.2% | −7,090−59.5% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 7,034 | $148.1 萬 | 0.2% | +88+1.3% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J643 | INVSCO BLSH 28 | 70,617 | $145.3 萬 | 0.2% | +1,703+2.5% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J577 | BULETSHS 2029 | 74,281 | $139.7 萬 | 0.2% | +1,858+2.6% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 4,915 | $138.5 萬 | 0.2% | −67−1.3% | 減碼 | – |
| SPGIS&P Global Inc. | Stock | 2,784 | $135.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 14,077 | $131.4 萬 | 0.2% | −435−3.0% | 減碼 | – |
| QCOMQualcomm Inc | Stock | 7,502 | $124.8 萬 | 0.1% | −315−4.0% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J429 | BULETSHS 2031 CP | 74,659 | $124.5 萬 | 0.1% | +1,972+2.7% | 加碼 | – |
2025 年第 2 季之後清倉（6 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| LULUlululemon athletica inc. | Stock | 24,649 | $585.6 萬 | 0.7% | 歷史 |
| STZConstellation Brands, Inc. | Stock | 20,707 | $336.9 萬 | 0.4% | 歷史 |
| CAHCardinal Health Inc | Stock | 1,510 | $25.4 萬 | <0.1% | 歷史 |
| MKCMcCormick & Co Inc | Stock | 2,980 | $22.6 萬 | <0.1% | 歷史 |
| Fidelity Covington Trust316092709 | MSCI INDL INDX | 2,715 | $21.0 萬 | <0.1% | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,026 | $20.0 萬 | <0.1% | – |