River Wealth Advisors LLC
CIK 1642570 · SEC EDGAR で表示 ↗
- ポートフォリオ評価額
- $955.7M
- ポジション
- 217
- 時点
- 2026年6月30日
13F価値別で9,443件中 #2,530 位 · 26.8% トップ
ポートフォリオ価値 前期比: +9.8% 13Fは現金を公開しない
- 上位10銘柄のウェイト
- 38.50%
- 上位25銘柄のウェイト
- 64.52%
- 1%超のポジション
- 25
- 実効ポジション数
- 45.1
13Fのロングエクイティ保有のみに基づく（現金、債券、ショートは非公開）
ターオーバー Q2 2026: 4.19% 推定買付額 $38,221,986 · 推定売付額 $42,219,090
保有期間中央値: 7.0 四半期 追跡期間 Q4 2024–Q2 2026 · 86.1% はまだ保有
- 新規ポジション
- 17
- 増加
- 56
- 減少
- 114
- クローズ
- 5
このページについて
セクター別内訳
Technology
19.3%
Industrials
8.3%
Healthcare
7.0%
Financials
6.5%
Communication Services
6.4%
Retail
5.6%
Financial Services
4.3%
Energy
2.3%
Materials
1.3%
Consumer Staples
1.1%
Utilities
1.0%
Consumer products
1.0%
Real Estate
0.5%
Communications
0.3%
Consumer Discretionary
0.3%
Telecommunication
0.2%
Logistics & Transportation
0.1%
Packaging
0.0%
その他/マッピングなし
34.4%
ポートフォリオ全体 217 ポジション
| タイプ | 連続 | 8四半期トレンド | |||||
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. - Common Stock | $54,498,960 | 5.70% | 188,343 | $7,671,497 | 上昇 ×1 | ||
| IWR | $51,173,493 | 5.35% | 463,864 | $7,404,410 | 上昇 ×6 | ||
| NVDA NVIDIA Corporation - Common Stock | $44,879,753 | 4.70% | 224,298 | $6,899,131 | 上昇 ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $37,335,151 | 3.91% | 104,472 | $8,040,805 | 上昇 ×1 | ||
| IVV | $35,355,866 | 3.70% | 47,211 | $4,361,687 | 下落 ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $32,848,148 | 3.44% | 88,060 | $1,641,145 | 上昇 ×2 | ||
| VEU | $29,034,086 | 3.04% | 346,676 | $4,418,631 | 上昇 ×4 | ||
| XSMO | $28,947,386 | 3.03% | 309,168 | $5,062,654 | 下落 ×2 | ||
| SMLF | $28,114,184 | 2.94% | 315,394 | $4,110,362 | 下落 ×2 | ||
| CWB | $25,749,489 | 2.69% | 238,819 | $4,046,806 | 上昇 ×6 | ||
| IWM | $24,232,667 | 2.54% | 80,655 | $3,645,549 | 下落 ×5 | ||
| LRCX Lam Research Corporation - Common Stock | $23,869,117 | 2.50% | 55,083 | $13,126,719 | 上昇 ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $22,773,078 | 2.38% | 69,572 | $2,439,679 | 上昇 ×6 | ||
| AMZN Amazon.com, Inc. - Common Stock | $22,097,108 | 2.31% | 92,713 | $3,767,985 | 上昇 ×6 | ||
| IEMG | $18,570,515 | 1.94% | 224,173 | $3,978,902 | 上昇 ×5 | ||
| V Visa Inc. | $18,502,275 | 1.94% | 53,928 | $2,311,836 | 上昇 ×5 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $15,908,718 | 1.66% | 37,334 | $2,562,749 | 上昇 ×6 | ||
| BAC Bank of America Corporation Common Stock | $15,105,273 | 1.58% | 265,098 | $2,241,463 | 上昇 ×6 | ||
| LLY Eli Lilly and Company Common Stock | $14,250,528 | 1.49% | 11,881 | $3,162,007 | 下落 ×2 | ||
| TTWO Take-Two Interactive Software, Inc. - Common Stock | $13,245,191 | 1.39% | 52,985 | $3,092,901 | 上昇 ×6 | ||
| CB Chubb Limited Common Stock | $12,842,851 | 1.34% | 37,691 | $534,613 | 下落 ×1 | ||
| TJX TJX Companies, Inc. (The) Common Stock | $12,784,990 | 1.34% | 84,389 | $-463,930 | 上昇 ×3 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $12,221,979 | 1.28% | 95,113 | $1,022,712 | 上昇 ×1 | ||
| COR Cencora, Inc. Common Stock | $11,910,369 | 1.25% | 42,089 | $-1,445,548 | 下落 ×2 | ||
| CAT Caterpillar, Inc. Common Stock | $10,417,296 | 1.09% | 9,782 | $3,690,881 | 上昇 ×3 | ||
| SYK Stryker Corporation Common Stock | $9,240,507 | 0.97% | 29,350 | $269,482 | 上昇 ×3 | ||
| BLK BlackRock, Inc. Common Stock | $8,508,335 | 0.89% | 8,848 | $74,701 | 上昇 ×6 | ||
| PEP PepsiCo, Inc. - Common Stock | $8,392,738 | 0.88% | 61,985 | $-1,062,303 | 上昇 ×1 | ||
| DE Deere & Company Common Stock | $7,846,585 | 0.82% | 12,370 | $744,664 | 下落 ×2 | ||
| WM Waste Management, Inc. Common Stock | $7,500,300 | 0.78% | 33,652 | $-161,807 | 上昇 ×6 | ||
| WMT Walmart Inc. - Common Stock | $7,480,098 | 0.78% | 66,044 | $-510,649 | 上昇 ×6 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $7,404,737 | 0.77% | 20,957 | $1,288,881 | 下落 ×2 | ||
| TT Trane Technologies plc | $6,879,679 | 0.72% | 14,007 | $942,800 | 下落 ×6 | ||
| NOW ServiceNow, Inc. Common Stock | $6,391,647 | 0.67% | 64,380 | $-69,753 | 上昇 ×4 | ||
| COST Costco Wholesale Corporation - Common Stock | $6,226,322 | 0.65% | 6,656 | $-535,235 | 下落 ×4 | ||
| AVGO Broadcom Inc. - Common Stock | $6,169,032 | 0.65% | 16,331 | $4,806,262 | 上昇 ×6 | ||
| RSP | $5,952,386 | 0.62% | 27,976 | $1,035,587 | 上昇 ×1 | ||
| FCX Freeport-McMoRan, Inc. Common Stock | $5,515,470 | 0.58% | 87,700 | $295,857 | 下落 ×2 | ||
| MA Mastercard Incorporated Common Stock | $5,414,463 | 0.57% | 10,542 | $-3,940 | 下落 ×6 | ||
| CSL Carlisle Companies Incorporated Common Stock | $5,266,323 | 0.55% | 14,518 | $275,466 | 下落 ×6 | ||
| TRGP Targa Resources, Inc. Common Stock | $5,217,325 | 0.55% | 19,457 | $351,398 | 上昇 ×1 | ||
| ORCL Oracle Corporation Common Stock | $4,941,957 | 0.52% | 33,722 | $-146,221 | 下落 ×4 | ||
| CVX Chevron Corporation Common Stock | $4,868,151 | 0.51% | 29,369 | $-1,131,712 | 上昇 ×1 | ||
| AMGN Amgen Inc. - Common Stock | $4,763,838 | 0.50% | 13,155 | $105,550 | 下落 ×2 | ||
| SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF | $4,725,335 | 0.49% | 93,812 | $-481,707 | 下落 ×6 | ||
| QQQ Invesco QQQ Trust, Series 1 | $4,675,329 | 0.49% | 6,349 | $1,000,482 | 下落 ×3 | ||
| IJH | $4,616,641 | 0.48% | 59,871 | $494,398 | 下落 ×6 | ||
| XOM Exxon Mobil Corporation Common Stock | $4,415,169 | 0.46% | 32,294 | $-837,064 | 上昇 ×1 | ||
| CEG Constellation Energy Corporation - Common Stock When-Issued | $4,333,440 | 0.45% | 17,448 | $-668,327 | 下落 ×1 | ||
| CCJ Cameco Corporation Common Stock | $4,269,473 | 0.45% | 41,915 | $-360,909 | 下落 ×2 | ||
| IJJ | $4,209,880 | 0.44% | 28,497 | $406,666 | 下落 ×6 | ||
| DLR Digital Realty Trust, Inc. Common Stock | $4,078,822 | 0.43% | 22,713 | $126,489 | 上昇 ×6 | ||
| RTX RTX Corporation Common Stock | $3,820,449 | 0.40% | 20,136 | $-84,807 | 下落 ×4 | ||
| PH Parker-Hannifin Corporation Common Stock | $3,740,331 | 0.39% | 3,824 | $245,314 | 下落 ×6 | ||
| PHM PulteGroup, Inc. Common Stock | $3,701,652 | 0.39% | 26,978 | $514,068 | 下落 ×6 | ||
| VXF | $3,654,848 | 0.38% | 14,844 | $526,805 | 下落 ×4 | ||
| PNC PNC Financial Services Group, Inc. (The) Common Stock | $3,533,753 | 0.37% | 14,352 | $547,337 | |||
| APD Air Products and Chemicals, Inc. Common Stock | $3,532,815 | 0.37% | 12,050 | $-41,951 | 下落 ×6 | ||
| TEL TE Connectivity plc Ordinary Shares | $3,466,654 | 0.36% | 17,195 | $-134,730 | 下落 ×6 | ||
| COF Capital One Financial Corporation Common Stock | $3,447,292 | 0.36% | 17,183 | $237,584 | 下落 ×4 | ||
| JNJ Johnson & Johnson Common Stock | $3,441,373 | 0.36% | 13,550 | $103,286 | 下落 ×2 | ||
| TTEK Tetra Tech, Inc. - Common Stock | $3,359,063 | 0.35% | 116,271 | $-654,736 | 下落 ×3 | ||
| ABBV AbbVie Inc. Common Stock | $3,353,836 | 0.35% | 13,328 | $370,545 | 下落 ×6 | ||
| PEG Public Service Enterprise Group Incorporated Common Stock | $3,237,770 | 0.34% | 39,894 | $211,239 | 上昇 ×5 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $3,203,199 | 0.34% | 27,271 | $2,288,525 | 上昇 ×2 | ||
| SCHM | $3,171,871 | 0.33% | 86,029 | $370,904 | 下落 ×3 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $3,140,203 | 0.33% | 3,105 | $455,115 | 下落 ×2 | ||
| MRVL Marvell Technology, Inc. - Common Stock | $3,129,335 | 0.33% | 10,505 | 上昇 ×1 | |||
| LIN Linde plc - Ordinary Shares | $2,825,629 | 0.30% | 5,445 | $92,999 | 下落 ×6 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $2,788,521 | 0.29% | 8,177 | 上昇 ×1 | |||
| VBK | $2,736,183 | 0.29% | 7,482 | $417,912 | 下落 ×6 | ||
| IWB | $2,604,011 | 0.27% | 6,359 | $322,740 | 下落 ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $2,502,147 | 0.26% | 7,095 | $138,264 | 下落 ×6 | ||
| LOW Lowe's Companies, Inc. Common Stock | $2,426,528 | 0.25% | 11,005 | $-209,274 | 下落 ×6 | ||
| SPY SPY | $2,259,784 | 0.24% | 3,026 | $39,472 | 下落 ×3 | ||
| VOO | $2,163,870 | 0.23% | 3,151 | $293,684 | 上昇 ×1 | ||
| EEM | $2,151,542 | 0.23% | 31,451 | $341,434 | 下落 ×6 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $2,138,334 | 0.22% | 3,796 | $-135,969 | 下落 ×1 | ||
| TMO Thermo Fisher Scientific Inc Common Stock | $1,990,400 | 0.21% | 3,970 | $326,570 | 上昇 ×1 | ||
| PSX Phillips 66 Common Stock | $1,982,488 | 0.21% | 11,727 | $-187,318 | 下落 ×6 | ||
| BSCW Invesco BulletShares 2032 Corporate Bond ETF | $1,913,501 | 0.20% | 93,296 | $-35,021 | 下落 ×1 | ||
| IJK | $1,793,755 | 0.19% | 15,266 | $276,606 | 上昇 ×1 | ||
| VUG | $1,748,730 | 0.18% | 20,301 | $152,962 | 上昇 ×1 | ||
| BSCX Invesco BulletShares 2033 Corporate Bond ETF | $1,739,186 | 0.18% | 82,602 | $-36,653 | 下落 ×1 | ||
| BRKB | $1,665,061 | 0.17% | 3,328 | $61,405 | 下落 ×2 | ||
| XLK XLK | $1,632,051 | 0.17% | 8,566 | $354,975 | 下落 ×2 | ||
| KRNY Kearny Financial - Common Stock | $1,579,310 | 0.17% | 166,946 | $318,867 | |||
| BSCY Invesco BulletShares 2034 Corporate Bond ETF | $1,524,933 | 0.16% | 73,793 | $6,478 | 上昇 ×6 | ||
| PG Procter & Gamble Company (The) Common Stock | $1,521,316 | 0.16% | 10,374 | $-40,300 | 下落 ×6 | ||
| AMAT Applied Materials, Inc. - Common Stock | $1,466,100 | 0.15% | 2,028 | $814,134 | 上昇 ×5 | ||
| BSCT Invesco BulletShares 2029 Corporate Bond ETF | $1,444,300 | 0.15% | 77,755 | $-31,551 | 下落 ×1 | ||
| MRSH Marsh Common Stock | $1,430,076 | 0.15% | 8,580 | $-208,382 | 下落 ×6 | ||
| BSCS Invesco BulletShares 2028 Corporate Bond ETF | $1,429,216 | 0.15% | 70,180 | $-28,497 | 下落 ×1 | ||
| DHR Danaher Corporation Common Stock | $1,398,842 | 0.15% | 7,344 | $-25,201 | 下落 ×4 | ||
| BSCU Invesco BulletShares 2030 Corporate Bond ETF | $1,366,189 | 0.14% | 82,078 | $-7,453 | 下落 ×1 | ||
| ELV Elevance Health, Inc. Common Stock | $1,329,965 | 0.14% | 3,439 | $290,409 | 下落 ×6 | ||
| BSCV Invesco BulletShares 2031 Corporate Bond ETF | $1,318,141 | 0.14% | 80,448 | $-45,817 | 下落 ×1 | ||
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | $1,301,751 | 0.14% | 66,365 | $-31,769 | 下落 ×4 | ||
| RY Royal Bank Of Canada Common Stock | $1,296,461 | 0.14% | 6,264 | $266,893 | 下落 ×4 | ||
| TMUS T-Mobile US, Inc. - Common Stock | $1,268,776 | 0.13% | 7,564 | $-13,058,193 | 下落 ×1 | ||
| 一致なし | |||||||
確信度保有銘柄
3四半期以上連続でポジションが増加しました。
株式数は13F提出書類に基づく（株式分割調整なし）
| 証券 | 評価額 | % ポートフォリオの | 連続 |
|---|---|---|---|
| IWR | $51,173,493 | 5.35% | 6倍増 |
| VEU | $29,034,086 | 3.04% | 4倍増 |
| CWB | $25,749,489 | 2.69% | 6倍増 |
| JPM | $22,773,078 | 2.38% | 6倍増 |
| AMZN | $22,097,108 | 2.31% | 6倍増 |
| IEMG | $18,570,515 | 1.94% | 5倍増 |
| V | $18,502,275 | 1.94% | 5倍増 |
| ETN | $15,908,718 | 1.66% | 6倍増 |
| BAC | $15,105,273 | 1.58% | 6倍増 |
| TTWO | $13,245,191 | 1.39% | 6倍増 |
| TJX | $12,784,990 | 1.34% | 3倍増 |
| CAT | $10,417,296 | 1.09% | 3倍増 |
| SYK | $9,240,507 | 0.97% | 3倍増 |
| BLK | $8,508,335 | 0.89% | 6倍増 |
| WM | $7,500,300 | 0.78% | 6倍増 |
最大の新規投資
今四半期に新規開設されたポジション、大きい順。
| 証券 | 評価額 | 株式数 | % ポートフォリオの |
|---|---|---|---|
| MRVL | $3,129,335 | 10,505 | 0.33% |
| PANW | $2,788,521 | 8,177 | 0.29% |
| MKC | $784,284 | 15,555 | 0.08% |
| 発行者不明 (CUSIP: 438516205) | $614,340 | 2,744 | 0.06% |
| 発行者不明 (CUSIP: 43849R105) | $607,086 | 2,746 | 0.06% |
| INTC | $373,772 | 2,677 | 0.04% |
| MU | $352,347 | 305 | 0.04% |
| AMD | $273,028 | 470 | 0.03% |
| TSM | $263,142 | 551 | 0.03% |
| GE | $261,996 | 701 | 0.03% |
| DAL | $244,172 | 2,607 | 0.03% |
| IWO | $227,315 | 577 | 0.02% |
| IBM | $218,851 | 778 | 0.02% |
| ENS | $214,413 | 917 | 0.02% |
| VV | $212,435 | 618 | 0.02% |
上位変動銘柄（四半期比）
| 証券 | アクション | 株式数Δ | 金額Δ |
|---|---|---|---|
| LRCX | 買い増し | +5K | +$13.1M |
| GOOGL | 買い増し | +3K | +$8.0M |
| AAPL | 買い増し | +4K | +$7.7M |
| IWR | 買い増し | +14K | +$7.4M |
| NVDA | 買い増し | +7K | +$6.9M |
| XSMO | 削減 | -5K | +$5.1M |
| AVGO | 買い増し | +12K | +$4.8M |
| VEU | 買い増し | +19K | +$4.4M |
| IVV | 削減 | -238 | +$4.4M |
| SMLF | 削減 | -3K | +$4.1M |
3件のポジションが非表示です（データ完全性チェック）
解消済みポジション
企業イベント（合併、上場廃止）を含む — 全ての離脱が売りとは限らない
クローズド・ポジションは13F報告の変更を反映しています。インデックス・マネージャーの場合、これらは能動的な決定ではなく、機械的なもの（上場廃止、M&A、インデックスのリバランス）であることがよくあります。
| 証券 | 四半期 | 変更前株式数 | 変更前評価額 | 解消後の価格 |
|---|---|---|---|---|
| CRM | 2026年6月30日 | 32,804 | $6,123,532 | 31.3% |
| LULU | 2025年9月30日 | 24,649 | $5,856,015 | -33.9% |
| AMD | 2025年3月31日 | 29,606 | $3,576,109 | 353.6% |
| SUM | 2025年3月31日 | 69,156 | $3,499,304 | 追跡終了 |
| STZ | 2025年9月30日 | 20,707 | $3,368,689 | -1.7% |
| NVO | 2025年3月31日 | 21,343 | $1,835,922 | -33.0% |
| MDLZ | 2025年12月31日 | 26,109 | $1,631,023 | 19.9% |
| LMT | 2025年3月31日 | 3,033 | $1,473,900 | 30.6% |
| AEP | 2025年3月31日 | 14,709 | $1,356,579 | 16.3% |
| HON | 2026年6月30日 | 5,481 | $1,238,956 | -1.2% |
| BSCP | 2025年12月31日 | 52,186 | $1,079,729 | 追跡終了 |
| TFC | 2025年12月31日 | 23,024 | $1,052,643 | 2.9% |
| NI | 2025年3月31日 | 25,807 | $948,658 | 4.5% |
| ULXXXX | 2025年12月31日 | 15,617 | $925,758 | 追跡終了 |
| DFS | 2025年6月30日 | 3,900 | $665,730 | 追跡終了 |
| SCHK | 2026年3月31日 | 19,515 | $640,090 | 追跡終了 |
| SCHA | 2025年6月30日 | 13,566 | $317,852 | 追跡終了 |
| SNPS | 2025年12月31日 | 639 | $315,277 | -15.4% |
| T | 2026年3月31日 | 12,209 | $303,262 | -12.9% |
| SCZ | 2025年12月31日 | 3,876 | $297,367 | |
| CAH | 2025年9月30日 | 1,510 | $253,680 | 47.7% |
| CMCSA | 2025年3月31日 | 6,646 | $249,432 | -27.8% |
| IWO | 2025年6月30日 | 920 | $235,088 | 追跡終了 |
| SCHA | 2026年3月31日 | 8,060 | $229,549 | 追跡終了 |
| MKC | 2025年9月30日 | 2,980 | $225,944 | -15.5% |
| IAU | 2026年6月30日 | 2,555 | $225,249 | 追跡終了 |
| BR | 2025年12月31日 | 936 | $222,928 | -20.8% |
| RPM | 2025年3月31日 | 1,796 | $221,016 | -4.9% |
| ISRG | 2026年6月30日 | 479 | $220,815 | -0.7% |
| AJG | 2026年3月31日 | 843 | $218,160 | 20.3% |
| BRO | 2026年3月31日 | 2,694 | $214,712 | 10.4% |
| EMR | 2025年3月31日 | 1,705 | $211,259 | 41.7% |
| FIDU | 2025年3月31日 | 2,996 | $210,649 | 追跡終了 |
| FIDU | 2025年9月30日 | 2,715 | $210,494 | 追跡終了 |
| VNQ | 2026年3月31日 | 2,378 | $210,468 | 追跡終了 |
| ZBH | 2025年12月31日 | 2,135 | $210,253 | 12.4% |
| IWO | 2026年3月31日 | 646 | $208,665 | 追跡終了 |
| FCOM | 2025年3月31日 | 3,504 | $205,685 | 追跡終了 |
| PLTR | 2026年6月30日 | 1,397 | $204,354 | 49.7% |
| SCHB | 2025年3月31日 | 8,988 | $204,028 | 追跡終了 |
| LH | 2025年12月31日 | 710 | $203,813 | 33.0% |
| WSO | 2025年12月31日 | 500 | $202,150 | -6.8% |
| IWP | 2026年3月31日 | 1,466 | $200,755 | 追跡終了 |
| VBR | 2025年9月30日 | 1,026 | $200,081 | 追跡終了 |
| BX | 2026年3月31日 | 1,298 | $200,074 | 24.5% |