River Wealth Advisors LLC
- SEC CIK
- 0001642570
- 最新申報
- 2026/8/4
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/13 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 208
- 較 2025 年第 3 季 +5
- 總值
- $8.92 億
- 較 2025 年第 3 季 +$3,641 萬 (+4.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| JPCNuveen Preferred & Income Opportunities Fund | COM | 14,688 | $11.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BXBlackstone Inc. | COM | 1,298 | $20.0 萬 | <0.1% | +1,298 | 新進 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 1,466 | $20.1 萬 | <0.1% | +1,466 | 新進 | – |
| Invesco Exch TRD SLF Idx FD46139W759 | BULLETSHARES | 9,778 | $20.3 萬 | <0.1% | +9,778 | 新進 | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 646 | $20.9 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Real Estate ETF922908553 | ETF | 2,378 | $21.0 萬 | <0.1% | +2,378 | 新進 | – |
| BROBrown & Brown, Inc. | Stock | 2,694 | $21.5 萬 | <0.1% | −1,125−29.5% | 減碼 | 歷史 |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 1,354 | $21.8 萬 | <0.1% | +1,354 | 新進 | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 843 | $21.8 萬 | <0.1% | −524−38.3% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 5,399 | $22.0 萬 | <0.1% | +5,399 | 新進 | 歷史 |
| Vanguard Communication Services ETF92204A884 | ETF | 1,150 | $22.3 萬 | <0.1% | 00.0% | 不變 | – |
| EMREmerson Electric Co | Stock | 1,697 | $22.5 萬 | <0.1% | +147+9.5% | 加碼 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 769 | $22.6 萬 | <0.1% | +83+12.1% | 加碼 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 8,060 | $23.0 萬 | <0.1% | −2,426−23.1% | 減碼 | – |
| PLTRPalantir Technologies Inc. | Stock | 1,331 | $23.7 萬 | <0.1% | +1,331 | 新進 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 1,217 | $24.3 萬 | <0.1% | 00.0% | 不變 | – |
| AMPAmeriprise Financial Inc | COM | 500 | $24.5 萬 | <0.1% | −17−3.3% | 減碼 | 歷史 |
| AONAon plc | CL A | 698 | $24.6 萬 | <0.1% | −20−2.8% | 減碼 | 歷史 |
| AVYAvery Dennison Corp | COM | 1,403 | $25.5 萬 | <0.1% | −2,078−59.7% | 減碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 4,467 | $25.8 萬 | <0.1% | +4,467 | 新進 | 歷史 |
| NUENucor Corp | COM | 1,579 | $25.8 萬 | <0.1% | +5+0.3% | 加碼 | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 1,859 | $26.2 萬 | <0.1% | 00.0% | 不變 | – |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 3,594 | $26.7 萬 | <0.1% | −94−2.5% | 減碼 | – |
| Fidelity Comwlth Tr315912808 | NASDAQ COMPSIT | 3,020 | $27.6 萬 | <0.1% | 00.0% | 不變 | – |
| MPCMarathon Petroleum Corp | Stock | 1,765 | $28.7 萬 | <0.1% | −225−11.3% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 602 | $29.1 萬 | <0.1% | +141+30.6% | 加碼 | 歷史 |
| ProShares Tr74347X831 | ULTRAPRO QQQ | 5,650 | $29.8 萬 | <0.1% | +5,650 | 新進 | – |
| DGXQuest Diagnostics Inc | COM | 1,723 | $29.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PPGPPG Industries Inc | Stock | 2,955 | $30.3 萬 | <0.1% | −131−4.2% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 12,209 | $30.3 萬 | <0.1% | +12,209 | 新進 | 歷史 |
| PAYXPaychex Inc | Stock | 2,723 | $30.5 萬 | <0.1% | +2,723 | 新進 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 11,266 | $30.9 萬 | <0.1% | +1,151+11.4% | 加碼 | – |
| BMYBristol Myers Squibb Co | Stock | 5,745 | $31.0 萬 | <0.1% | −450−7.3% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,834 | $31.8 萬 | <0.1% | −20−1.1% | 減碼 | 歷史 |
| Fidelity MSCI Financials Index ETF316092501 | ETF | 4,107 | $31.9 萬 | <0.1% | −13−0.3% | 減碼 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 8,560 | $33.9 萬 | <0.1% | +30.0% | 加碼 | – |
| CMICummins Inc | Stock | 666 | $34.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 2,878 | $34.4 萬 | <0.1% | +216+8.1% | 加碼依 2 比 1 拆股換算 | – |
| UNHUnitedHealth Group Inc | Stock | 1,049 | $34.6 萬 | <0.1% | −703−40.1% | 減碼 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 1,213 | $34.9 萬 | <0.1% | 00.0% | 不變 | – |
| MCDMcDonalds Corp | Stock | 1,173 | $35.9 萬 | <0.1% | −846−41.9% | 減碼 | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 3,521 | $36.0 萬 | <0.1% | −140−3.8% | 減碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 6,763 | $37.0 萬 | <0.1% | +100+1.5% | 加碼 | – |
| UNPUnion Pacific Corp | Stock | 1,662 | $38.4 萬 | <0.1% | −1,285−43.6% | 減碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 519 | $39.1 萬 | <0.1% | 00.0% | 不變 | – |
| MASMasco Corp | COM | 6,254 | $39.7 萬 | <0.1% | −985−13.6% | 減碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2,874 | $40.0 萬 | <0.1% | −25−0.9% | 減碼 | – |
| SCHWSchwab Charles Corp | Stock | 4,354 | $43.5 萬 | <0.1% | −794−15.4% | 減碼 | 歷史 |
| MOG.AMoog Inc. | CL A | 1,800 | $43.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MTBM&T Bank Corp | COM | 2,228 | $44.9 萬 | 0.1% | −70−3.0% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 800 | $45.3 萬 | 0.1% | +800 | 新進 | 歷史 |
| KMBKimberly Clark Corp | Stock | 4,572 | $46.1 萬 | 0.1% | −247−5.1% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,596 | $46.3 萬 | 0.1% | −31−1.9% | 減碼 | – |
| PPLPPL Corp | COM | 13,270 | $46.5 萬 | 0.1% | +6,711+102.3% | 加碼 | 歷史 |
| CARRCarrier Global Corp | Stock | 8,957 | $47.3 萬 | 0.1% | +410+4.8% | 加碼 | 歷史 |
| FITBFifth Third Bancorp | COM | 10,191 | $47.7 萬 | 0.1% | −42,688−80.7% | 減碼 | 歷史 |
| ARWArrow Electronics, Inc. | COM | 4,375 | $48.2 萬 | 0.1% | −680−13.5% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 1,884 | $48.4 萬 | 0.1% | +27+1.5% | 加碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 3,379 | $48.5 萬 | 0.1% | +22+0.7% | 加碼 | – |
| MSMorgan Stanley | Stock | 2,837 | $50.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TMToyota Motor Corp | ADS | 2,377 | $50.9 萬 | 0.1% | −115−4.6% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,104 | $52.3 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard World FD921910873 | MEGA CAP INDEX | 2,163 | $54.3 萬 | 0.1% | −50−2.3% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 6,088 | $54.5 萬 | 0.1% | +1,448+31.2% | 加碼 | – |
| ProShares Tr74347R693 | PSHS ULTRA TECH | 5,851 | $55.2 萬 | 0.1% | +5,851 | 新進 | – |
| NEENextera Energy Inc | Stock | 6,900 | $55.4 萬 | 0.1% | +2,026+41.6% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 8,005 | $56.0 萬 | 0.1% | +44+0.6% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 6,441 | $56.2 萬 | 0.1% | −15−0.2% | 減碼 | 歷史 |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 2,690 | $60.4 萬 | 0.1% | −80−2.9% | 減碼 | – |
| FDXFedEx Corp | Stock | 2,106 | $60.8 萬 | 0.1% | +2+0.1% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 6,710 | $62.9 萬 | 0.1% | +40+0.6% | 加碼依 10 比 1 拆股換算 | 歷史 |
| Schwab Strategic Tr808524722 | 1000 INDEX ETF | 19,515 | $64.0 萬 | 0.1% | 00.0% | 不變 | – |
| DISWalt Disney Co | Stock | 5,680 | $64.6 萬 | 0.1% | +80+1.4% | 加碼 | 歷史 |
| CICigna Group | Stock | 2,393 | $65.9 萬 | 0.1% | −68−2.8% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 5,481 | $65.9 萬 | 0.1% | −81−1.5% | 減碼 | – |
| ABTAbbott Laboratories | Stock | 5,387 | $67.5 萬 | 0.1% | +113+2.1% | 加碼 | 歷史 |
| iShares Inc46434G822 | MSCI JAPAN ETF | 8,551 | $69.0 萬 | 0.1% | 00.0% | 不變 | – |
| TRVTravelers Companies, Inc. | Stock | 2,403 | $69.7 萬 | 0.1% | +239+11.0% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 13,019 | $70.0 萬 | 0.1% | +1,224+10.4% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,171 | $70.6 萬 | 0.1% | −2−0.2% | 減碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 2,894 | $71.3 萬 | 0.1% | −108−3.6% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 9,115 | $72.0 萬 | 0.1% | −1,809−16.6% | 減碼 | 歷史 |
| TOLToll Brothers, Inc. | COM | 5,339 | $72.2 萬 | 0.1% | −106−1.9% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46139W783 | BULL 2034 CO ETF | 35,428 | $74.5 萬 | 0.1% | +9,416+36.2% | 加碼 | – |
| HSYHershey Co | COM | 4,103 | $74.7 萬 | 0.1% | −113−2.7% | 減碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 2,242 | $75.5 萬 | 0.1% | +53+2.4% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 12,143 | $75.9 萬 | 0.1% | +161+1.3% | 加碼 | – |
| IRIngersoll Rand Inc. | COM | 9,837 | $77.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 12,436 | $81.3 萬 | 0.1% | +12,436 | 新進 | 歷史 |
| BABoeing Co | Stock | 3,811 | $82.8 萬 | 0.1% | +3,811 | 新進 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 12,195 | $84.7 萬 | 0.1% | −1,007−7.6% | 減碼 | – |
| WFCWells Fargo & Company | Stock | 9,235 | $86.1 萬 | 0.1% | −2,303−20.0% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 3,412 | $87.8 萬 | 0.1% | −54−1.6% | 減碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 6,968 | $89.0 萬 | 0.1% | −432−5.8% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 11,559 | $89.0 萬 | 0.1% | −5,419−31.9% | 減碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 3,200 | $92.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 4,943 | $94.4 萬 | 0.1% | −307−5.8% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,003 | $100.7 萬 | 0.1% | +7+0.2% | 加碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 22,814 | $102.0 萬 | 0.1% | +350+1.6% | 加碼依 2 比 1 拆股換算 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 3,976 | $102.6 萬 | 0.1% | −10.0% | 減碼 | – |
2025 年第 3 季之後清倉（10 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| MDLZMondelez International, Inc. | Stock | 26,109 | $163.1 萬 | 0.2% | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 52,186 | $108.0 萬 | 0.1% | – |
| TFCTruist Financial Corp | COM | 23,024 | $105.3 萬 | 0.1% | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 15,617 | $92.6 萬 | 0.1% | 歷史 |
| SNPSSynopsys Inc | COM | 639 | $31.5 萬 | <0.1% | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 3,876 | $29.7 萬 | <0.1% | – |
| BRBroadridge Financial Solutions, Inc. | Stock | 936 | $22.3 萬 | <0.1% | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 2,135 | $21.0 萬 | <0.1% | 歷史 |
| LHLabcorp Holdings Inc. | Stock | 710 | $20.4 萬 | <0.1% | 歷史 |
| WSOWatsco Inc | COM | 500 | $20.2 萬 | <0.1% | 歷史 |