River Wealth Advisors LLC
- SEC CIK
- 0001642570
- 最新申報
- 2026/8/4
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/4 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 217
- 較 2026 年第 1 季 +12
- 總值
- $9.56 億
- 較 2026 年第 1 季 +$8,498 萬 (+9.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 188,343 | $5,450 萬 | 5.7% | +3,830+2.1% | 加碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 463,864 | $5,117 萬 | 5.4% | +13,704+3.0% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 224,298 | $4,488 萬 | 4.7% | +6,519+3.0% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 104,472 | $3,734 萬 | 3.9% | +2,600+2.6% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 47,211 | $3,536 萬 | 3.7% | −238−0.5% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 88,060 | $3,285 萬 | 3.4% | +3,755+4.5% | 加碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 346,676 | $2,903 萬 | 3.0% | +18,907+5.8% | 加碼 | – |
| Invesco Exchange Traded FD T46137V498 | S&P SMLCP MOMENT | 309,168 | $2,895 萬 | 3.0% | −5,022−1.6% | 減碼 | – |
| iShares Tr46434V290 | US SML CAP EQT | 315,394 | $2,811 萬 | 2.9% | −2,580−0.8% | 減碼 | – |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 238,819 | $2,575 萬 | 2.7% | +1,683+0.7% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 80,655 | $2,423 萬 | 2.5% | −2,358−2.8% | 減碼 | – |
| LRCXLam Research Corp | Stock | 55,083 | $2,387 萬 | 2.5% | +4,805+9.6% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 69,572 | $2,277 萬 | 2.4% | +448+0.6% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 92,713 | $2,210 萬 | 2.3% | +4,706+5.3% | 加碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 224,173 | $1,857 萬 | 1.9% | +14,974+7.2% | 加碼 | – |
| VVisa Inc. | Stock | 53,928 | $1,850 萬 | 1.9% | +360+0.7% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 37,334 | $1,591 萬 | 1.7% | +20+0.1% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 265,098 | $1,511 萬 | 1.6% | +1,225+0.5% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 11,881 | $1,425 萬 | 1.5% | −175−1.5% | 減碼 | 歷史 |
| TTWOTake Two Interactive Software Inc | COM | 52,985 | $1,325 萬 | 1.4% | +1,581+3.1% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 37,691 | $1,284 萬 | 1.3% | −72−0.2% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 84,389 | $1,278 萬 | 1.3% | +1,428+1.7% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 95,113 | $1,222 萬 | 1.3% | +2,011+2.2% | 加碼 | 歷史 |
| CORCencora, Inc. | Stock | 42,089 | $1,191 萬 | 1.2% | −427−1.0% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 9,782 | $1,042 萬 | 1.1% | +288+3.0% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 29,350 | $924.1 萬 | 1.0% | +2,048+7.5% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 8,848 | $850.8 萬 | 0.9% | +79+0.9% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 61,985 | $839.3 萬 | 0.9% | +1,099+1.8% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 12,370 | $784.7 萬 | 0.8% | −238−1.9% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 33,652 | $750.0 萬 | 0.8% | +308+0.9% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 66,044 | $748.0 萬 | 0.8% | +1,748+2.7% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 20,957 | $740.5 萬 | 0.8% | −363−1.7% | 減碼 | 歷史 |
| TTTrane Technologies plc | SHS | 14,007 | $688.0 萬 | 0.7% | −239−1.7% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 64,380 | $639.2 萬 | 0.7% | +2,578+4.2% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 6,656 | $622.6 萬 | 0.7% | −130−1.9% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 16,331 | $616.9 萬 | 0.6% | +11,928+270.9% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 27,976 | $595.2 萬 | 0.6% | +2,357+9.2% | 加碼 | – |
| FCXFreeport-McMoran Inc | Stock | 87,700 | $551.5 萬 | 0.6% | −1,099−1.2% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 10,542 | $541.4 萬 | 0.6% | −302−2.8% | 減碼 | 歷史 |
| CSLCarlisle Companies Inc | COM | 14,518 | $526.6 萬 | 0.6% | −442−3.0% | 減碼 | 歷史 |
| TRGPTarga Resources Corp. | COM | 19,457 | $521.7 萬 | 0.5% | +50+0.3% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 33,722 | $494.2 萬 | 0.5% | −866−2.5% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 29,369 | $486.8 萬 | 0.5% | +370+1.3% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 13,155 | $476.4 萬 | 0.5% | −84−0.6% | 減碼 | 歷史 |
| iShares Tr46434V100 | 0-5YR INVT GR CP | 93,812 | $472.5 萬 | 0.5% | −9,318−9.0% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 6,349 | $467.5 萬 | 0.5% | −18−0.3% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 59,871 | $461.7 萬 | 0.5% | −1,172−1.9% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 32,294 | $441.5 萬 | 0.5% | +1,337+4.3% | 加碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 17,448 | $433.3 萬 | 0.5% | −463−2.6% | 減碼 | 歷史 |
| CCJCameco Corp | Stock | 41,915 | $426.9 萬 | 0.4% | −718−1.7% | 減碼 | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 28,497 | $421.0 萬 | 0.4% | −207−0.7% | 減碼 | – |
| DLRDigital Realty Trust, Inc. | COM | 22,713 | $407.9 萬 | 0.4% | +781+3.6% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 20,136 | $382.0 萬 | 0.4% | −109−0.5% | 減碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 3,824 | $374.0 萬 | 0.4% | −80−2.0% | 減碼 | 歷史 |
| PHMPultegroup Inc | COM | 26,978 | $370.2 萬 | 0.4% | −125−0.5% | 減碼 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 14,844 | $365.5 萬 | 0.4% | −355−2.3% | 減碼 | – |
| PNCPNC Financial Services Group, Inc. | Stock | 14,352 | $353.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 12,050 | $353.3 萬 | 0.4% | −256−2.1% | 減碼 | 歷史 |
| TELTE Connectivity plc | Stock | 17,195 | $346.7 萬 | 0.4% | −35−0.2% | 減碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 17,183 | $344.7 萬 | 0.4% | −411−2.3% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 13,550 | $344.1 萬 | 0.4% | −106−0.8% | 減碼 | 歷史 |
| TTEKTetra Tech Inc | COM | 116,271 | $335.9 萬 | 0.4% | −16,989−12.7% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 13,328 | $335.4 萬 | 0.4% | −389−2.8% | 減碼 | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 39,894 | $323.8 萬 | 0.3% | +2,506+6.7% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 27,271 | $320.3 萬 | 0.3% | +15,482+131.3% | 加碼 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 86,029 | $317.2 萬 | 0.3% | −4,442−4.9% | 減碼 | – |
| GSGoldman Sachs Group Inc | Stock | 3,105 | $314.0 萬 | 0.3% | −69−2.2% | 減碼 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 10,505 | $312.9 萬 | 0.3% | +10,505 | 新進 | 歷史 |
| LINLinde PLC | Stock | 5,445 | $282.6 萬 | 0.3% | −67−1.2% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 8,177 | $278.9 萬 | 0.3% | +8,177 | 新進 | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 7,482 | $273.6 萬 | 0.3% | −188−2.5% | 減碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 6,359 | $260.4 萬 | 0.3% | −39−0.6% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 7,095 | $250.2 萬 | 0.3% | −92−1.3% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 11,005 | $242.7 萬 | 0.3% | −150−1.3% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,026 | $226.0 萬 | 0.2% | −388−11.4% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 3,151 | $216.4 萬 | 0.2% | +21+0.7% | 加碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 31,451 | $215.2 萬 | 0.2% | −423−1.3% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 3,796 | $213.8 萬 | 0.2% | −179−4.5% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 3,970 | $199.0 萬 | 0.2% | +585+17.3% | 加碼 | 歷史 |
| PSXPhillips 66 | Stock | 11,727 | $198.2 萬 | 0.2% | −183−1.5% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46139W858 | BULLETSHS 2032 | 93,296 | $191.4 萬 | 0.2% | −1,348−1.4% | 減碼 | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 15,266 | $179.4 萬 | 0.2% | +188+1.2% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 20,301 | $174.9 萬 | 0.2% | −1,617−7.4% | 減碼依 6 比 1 拆股換算 | – |
| Invesco Exch TRD SLF Idx FD46139W825 | BUL 2033 COR ETF | 82,602 | $173.9 萬 | 0.2% | −1,362−1.6% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 3,328 | $166.5 萬 | 0.2% | −19−0.6% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 8,566 | $163.2 萬 | 0.2% | −1,043−10.9% | 減碼 | – |
| KRNYKearny Financial Corp. | COM | 166,946 | $157.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Invesco Exch TRD SLF Idx FD46139W783 | BULL 2034 CO ETF | 73,793 | $152.5 萬 | 0.2% | +431+0.6% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 10,374 | $152.1 萬 | 0.2% | −438−4.1% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 2,028 | $146.6 萬 | 0.2% | +120+6.3% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J577 | BULETSHS 2029 | 77,755 | $144.4 萬 | 0.2% | −1,335−1.7% | 減碼 | – |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 8,580 | $143.0 萬 | 0.1% | −866−9.2% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J643 | INVSCO BLSH 28 | 70,180 | $142.9 萬 | 0.1% | −1,196−1.7% | 減碼 | – |
| DHRDanaher Corp | Stock | 7,344 | $139.9 萬 | 0.1% | −167−2.2% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J460 | INVSCO 30 CORP | 82,078 | $136.6 萬 | 0.1% | −82−0.1% | 減碼 | – |
| ELVElevance Health, Inc. | Stock | 3,439 | $133.0 萬 | 0.1% | −112−3.2% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J429 | BULETSHS 2031 CP | 80,448 | $131.8 萬 | 0.1% | −2,417−2.9% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 66,365 | $130.2 萬 | 0.1% | −1,585−2.3% | 減碼 | – |
| RYRoyal Bank of Canada | Stock | 6,264 | $129.6 萬 | 0.1% | −100−1.6% | 減碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 7,564 | $126.9 萬 | 0.1% | −60,650−88.9% | 減碼 | 歷史 |
2026 年第 1 季之後清倉（5 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| CRMSalesforce, Inc. | Stock | 32,804 | $612.4 萬 | 0.7% | 歷史 |
| HONHoneywell International Inc | COM | 5,481 | $123.9 萬 | 0.1% | 歷史 |
| IAUiShares Gold Trust | ETF | 2,555 | $22.5 萬 | <0.1% | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 479 | $22.1 萬 | <0.1% | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 1,397 | $20.4 萬 | <0.1% | 歷史 |