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 |
|---|---|---|---|---|---|---|---|
| JPCNuveen Preferred & Income Opportunities Fund | COM | 14,688 | $11.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 272 | $20.7 萬 | <0.1% | +272 | 新進 | 歷史 |
| ETREntergy Corp | COM | 1,806 | $20.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Communication Services ETF92204A884 | ETF | 1,150 | $21.2 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 1,447 | $21.2 萬 | <0.1% | +1,447 | 新進 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 618 | $21.2 萬 | <0.1% | +618 | 新進 | – |
| VZVerizon Communications Inc | Stock | 5,060 | $21.4 萬 | <0.1% | +10+0.2% | 加碼 | 歷史 |
| ENSEnerSys | COM | 917 | $21.4 萬 | <0.1% | +917 | 新進 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 778 | $21.9 萬 | <0.1% | +778 | 新進 | 歷史 |
| AVYAvery Dennison Corp | COM | 1,370 | $22.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 768 | $22.3 萬 | <0.1% | −2−0.3% | 減碼 | 歷史 |
| AMEAmetek Inc | COM | 937 | $22.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 577 | $22.7 萬 | <0.1% | +577 | 新進 | – |
| EMREmerson Electric Co | Stock | 1,611 | $23.1 萬 | <0.1% | +1+0.1% | 加碼 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 503 | $23.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AONAon plc | CL A | 701 | $23.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 2,607 | $24.4 萬 | <0.1% | +2,607 | 新進 | 歷史 |
| ACNAccenture plc | Stock | 2,007 | $25.0 萬 | <0.1% | −74,197−97.4% | 減碼 | 歷史 |
| GEGeneral Electric Co | Stock | 701 | $26.2 萬 | <0.1% | +701 | 新進 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 551 | $26.3 萬 | <0.1% | +551 | 新進 | 歷史 |
| PAYXPaychex Inc | Stock | 2,723 | $26.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 7,966 | $27.0 萬 | <0.1% | −449−5.3% | 減碼 | – |
| Fidelity MSCI Financials Index ETF316092501 | ETF | 3,532 | $27.0 萬 | <0.1% | −772−17.9% | 減碼 | – |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 3,527 | $27.2 萬 | <0.1% | −83−2.3% | 減碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 470 | $27.3 萬 | <0.1% | +470 | 新進 | 歷史 |
| MOAltria Group, Inc. | Stock | 3,974 | $28.6 萬 | <0.1% | −73−1.8% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 598 | $30.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 1,859 | $30.6 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464287721 | U.S. TECH ETF | 1,217 | $30.7 萬 | <0.1% | 00.0% | 不變 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 9,774 | $31.0 萬 | <0.1% | −221−2.2% | 減碼 | – |
| Fidelity Comwlth Tr315912808 | NASDAQ COMPSIT | 3,020 | $31.2 萬 | <0.1% | 00.0% | 不變 | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 2,728 | $32.0 萬 | <0.1% | −50−1.8% | 減碼 | – |
| BMYBristol Myers Squibb Co | Stock | 5,718 | $32.9 萬 | <0.1% | −40−0.7% | 減碼 | 歷史 |
| NUENucor Corp | COM | 1,480 | $33.0 萬 | <0.1% | −4−0.3% | 減碼 | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 2,946 | $33.5 萬 | <0.1% | −175−5.6% | 減碼 | 歷史 |
| PPGPPG Industries Inc | Stock | 2,770 | $33.6 萬 | <0.1% | −34−1.2% | 減碼 | 歷史 |
| DGXQuest Diagnostics Inc | COM | 1,626 | $34.5 萬 | <0.1% | −13−0.8% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 3,737 | $34.5 萬 | <0.1% | −125−3.2% | 減碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 6,563 | $35.2 萬 | <0.1% | 00.0% | 不變 | – |
| MUMicron Technology Inc | Stock | 305 | $35.2 萬 | <0.1% | +305 | 新進 | 歷史 |
| TMToyota Motor Corp | ADS | 2,213 | $37.3 萬 | <0.1% | −104−4.5% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 2,677 | $37.4 萬 | <0.1% | +2,677 | 新進 | 歷史 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 8,565 | $38.0 萬 | <0.1% | +20.0% | 加碼 | – |
| TFCTruist Financial Corp | COM | 8,027 | $40.0 萬 | <0.1% | −30−0.4% | 減碼 | 歷史 |
| PPLPPL Corp | COM | 11,095 | $40.3 萬 | <0.1% | −1,142−9.3% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 972 | $40.4 萬 | <0.1% | −2−0.2% | 減碼 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 1,394 | $41.7 萬 | <0.1% | 00.0% | 不變 | – |
| CMICummins Inc | Stock | 585 | $41.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2,874 | $43.7 萬 | <0.1% | 00.0% | 不變 | – |
| MPCMarathon Petroleum Corp | Stock | 1,720 | $44.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 2,358 | $44.4 萬 | <0.1% | +1,114+89.5% | 加碼 | 歷史 |
| MASMasco Corp | COM | 5,516 | $44.9 萬 | <0.1% | −65−1.2% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,528 | $45.6 萬 | <0.1% | −13−0.8% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,681 | $45.7 萬 | <0.1% | +23+1.4% | 加碼 | 歷史 |
| ProShares Tr74347X831 | ULTRAPRO QQQ | 5,650 | $45.8 萬 | <0.1% | 00.0% | 不變 | – |
| MTBM&T Bank Corp | COM | 1,979 | $47.1 萬 | <0.1% | −154−7.2% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 5,267 | $47.8 萬 | 0.1% | −61−1.1% | 減碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 4,420 | $48.5 萬 | 0.1% | +20.0% | 加碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 4,223 | $50.5 萬 | 0.1% | +71+1.7% | 加碼依 8 比 1 拆股換算 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 6,349 | $51.2 萬 | 0.1% | 00.0% | 不變依 4 比 1 拆股換算 | – |
| DISWalt Disney Co | Stock | 5,321 | $51.2 萬 | 0.1% | +14+0.3% | 加碼 | 歷史 |
| FITBFifth Third Bancorp | COM | 9,373 | $52.8 萬 | 0.1% | −362−3.7% | 減碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 3,374 | $53.3 萬 | 0.1% | −12−0.4% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 4,429 | $55.0 萬 | 0.1% | −647−12.7% | 減碼依 4 比 1 拆股換算 | – |
| Vanguard World FD921910873 | MEGA CAP INDEX | 2,143 | $58.6 萬 | 0.1% | −20−0.9% | 減碼 | – |
| MSMorgan Stanley | Stock | 2,822 | $59.0 萬 | 0.1% | −23−0.8% | 減碼 | 歷史 |
| HONAHoneywell Aerospace Inc. | COM | 2,746 | $60.7 萬 | 0.1% | +2,746 | 新進 | 歷史 |
| NEENextera Energy Inc | Stock | 6,919 | $60.7 萬 | 0.1% | −117−1.7% | 減碼 | 歷史 |
| SOSouthern Co | Stock | 6,377 | $61.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HONHoneywell International Inc | Stock | 2,744 | $61.4 萬 | 0.1% | +2,744 | 新進 | 歷史 |
| CARRCarrier Global Corp | Stock | 8,518 | $62.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 7,733 | $62.8 萬 | 0.1% | −196−2.5% | 減碼 | 歷史 |
| CICigna Group | Stock | 2,299 | $63.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FDXFedEx Corp | Stock | 2,030 | $63.6 萬 | 0.1% | −20−1.0% | 減碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 10,881 | $65.4 萬 | 0.1% | −566−4.9% | 減碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 6,777 | $65.5 萬 | 0.1% | +617+10.0% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 4,556 | $67.6 萬 | 0.1% | −155−3.3% | 減碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,015 | $71.4 萬 | 0.1% | −21−2.0% | 減碼 | 歷史 |
| HSYHershey Co | COM | 4,113 | $72.2 萬 | 0.1% | +7+0.2% | 加碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 8,068 | $74.0 萬 | 0.1% | −420−4.9% | 減碼 | 歷史 |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 2,596 | $74.1 萬 | 0.1% | −119−4.4% | 減碼 | – |
| PLDPrologis, Inc. | REIT | 5,516 | $74.7 萬 | 0.1% | −249−4.3% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 2,784 | $75.3 萬 | 0.1% | +1,656+146.8% | 加碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 2,786 | $75.4 萬 | 0.1% | −115−4.0% | 減碼 | 歷史 |
| MOG.AMoog Inc. | CL A | 1,800 | $76.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WFCWells Fargo & Company | Stock | 9,381 | $77.5 萬 | 0.1% | −113−1.2% | 減碼 | 歷史 |
| IRIngersoll Rand Inc. | COM | 9,460 | $77.6 萬 | 0.1% | −79−0.8% | 減碼 | 歷史 |
| MKCMcCormick & Co Inc | Stock | 15,555 | $78.4 萬 | 0.1% | +15,555 | 新進 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 2,227 | $78.9 萬 | 0.1% | −8−0.4% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 3,588 | $80.3 萬 | 0.1% | −3−0.1% | 減碼 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 2,459 | $81.2 萬 | 0.1% | −5−0.2% | 減碼 | 歷史 |
| BABoeing Co | Stock | 3,775 | $81.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 3,841 | $83.7 萬 | 0.1% | −780−16.9% | 減碼 | – |
| iShares Inc46434G822 | MSCI JAPAN ETF | 8,986 | $83.8 萬 | 0.1% | +435+5.1% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 14,191 | $84.7 萬 | 0.1% | +1,172+9.0% | 加碼 | – |
| CMGChipotle Mexican Grill Inc | COM | 25,267 | $85.9 萬 | 0.1% | −211,696−89.3% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46139W759 | BULLETSHARES | 42,010 | $86.0 萬 | 0.1% | +122+0.3% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 12,180 | $86.8 萬 | 0.1% | −72−0.6% | 減碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 11,515 | $87.3 萬 | 0.1% | −680−5.6% | 減碼 | – |
| TOLToll Brothers, Inc. | COM | 5,339 | $88.0 萬 | 0.1% | 00.0% | 不變 | 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 |