River Wealth Advisors LLC
CIK 1642570 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $955.7M
- 持仓
- 217
- 截至
- 2026年6月30日
按 13F 价值排名第 2530（共 9443） · 前 26.8%
投资组合价值同比（季度）：+9.8% 13F不披露现金
- 前十大持仓权重
- 38.50%
- 前二十五大持仓权重
- 64.52%
- 持仓高于 1%
- 25
- 有效持仓数量
- 45.1
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 4.19% 估计买入 $38221986 · 卖出 $42219090
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 86.1% 仍持有
- 新仓位
- 17
- 增加
- 56
- 减少
- 114
- 已结清
- 5
本页内容
行业细分
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%
其他/未映射
34.4%
完整投资组合 217 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. - Common Stock | $54498960 | 5.70% | 188343 | $7671497 | 上涨 ×1 | ||
| IWR | $51173493 | 5.35% | 463864 | $7404410 | 上涨 ×6 | ||
| NVDA NVIDIA Corporation - Common Stock | $44879753 | 4.70% | 224298 | $6899131 | 上涨 ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $37335151 | 3.91% | 104472 | $8040805 | 上涨 ×1 | ||
| IVV | $35355866 | 3.70% | 47211 | $4361687 | 下跌 ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $32848148 | 3.44% | 88060 | $1641145 | 上涨 ×2 | ||
| VEU | $29034086 | 3.04% | 346676 | $4418631 | 上涨 ×4 | ||
| XSMO | $28947386 | 3.03% | 309168 | $5062654 | 下跌 ×2 | ||
| SMLF | $28114184 | 2.94% | 315394 | $4110362 | 下跌 ×2 | ||
| CWB | $25749489 | 2.69% | 238819 | $4046806 | 上涨 ×6 | ||
| IWM | $24232667 | 2.54% | 80655 | $3645549 | 下跌 ×5 | ||
| LRCX Lam Research Corporation - Common Stock | $23869117 | 2.50% | 55083 | $13126719 | 上涨 ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $22773078 | 2.38% | 69572 | $2439679 | 上涨 ×6 | ||
| AMZN Amazon.com, Inc. - Common Stock | $22097108 | 2.31% | 92713 | $3767985 | 上涨 ×6 | ||
| IEMG | $18570515 | 1.94% | 224173 | $3978902 | 上涨 ×5 | ||
| V Visa Inc. | $18502275 | 1.94% | 53928 | $2311836 | 上涨 ×5 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $15908718 | 1.66% | 37334 | $2562749 | 上涨 ×6 | ||
| BAC Bank of America Corporation Common Stock | $15105273 | 1.58% | 265098 | $2241463 | 上涨 ×6 | ||
| LLY Eli Lilly and Company Common Stock | $14250528 | 1.49% | 11881 | $3162007 | 下跌 ×2 | ||
| TTWO Take-Two Interactive Software, Inc. - Common Stock | $13245191 | 1.39% | 52985 | $3092901 | 上涨 ×6 | ||
| CB Chubb Limited Common Stock | $12842851 | 1.34% | 37691 | $534613 | 下跌 ×1 | ||
| TJX TJX Companies, Inc. (The) Common Stock | $12784990 | 1.34% | 84389 | $-463930 | 上涨 ×3 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $12221979 | 1.28% | 95113 | $1022712 | 上涨 ×1 | ||
| COR Cencora, Inc. Common Stock | $11910369 | 1.25% | 42089 | $-1445548 | 下跌 ×2 | ||
| CAT Caterpillar, Inc. Common Stock | $10417296 | 1.09% | 9782 | $3690881 | 上涨 ×3 | ||
| SYK Stryker Corporation Common Stock | $9240507 | 0.97% | 29350 | $269482 | 上涨 ×3 | ||
| BLK BlackRock, Inc. Common Stock | $8508335 | 0.89% | 8848 | $74701 | 上涨 ×6 | ||
| PEP PepsiCo, Inc. - Common Stock | $8392738 | 0.88% | 61985 | $-1062303 | 上涨 ×1 | ||
| DE Deere & Company Common Stock | $7846585 | 0.82% | 12370 | $744664 | 下跌 ×2 | ||
| WM Waste Management, Inc. Common Stock | $7500300 | 0.78% | 33652 | $-161807 | 上涨 ×6 | ||
| WMT Walmart Inc. - Common Stock | $7480098 | 0.78% | 66044 | $-510649 | 上涨 ×6 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $7404737 | 0.77% | 20957 | $1288881 | 下跌 ×2 | ||
| TT Trane Technologies plc | $6879679 | 0.72% | 14007 | $942800 | 下跌 ×6 | ||
| NOW ServiceNow, Inc. Common Stock | $6391647 | 0.67% | 64380 | $-69753 | 上涨 ×4 | ||
| COST Costco Wholesale Corporation - Common Stock | $6226322 | 0.65% | 6656 | $-535235 | 下跌 ×4 | ||
| AVGO Broadcom Inc. - Common Stock | $6169032 | 0.65% | 16331 | $4806262 | 上涨 ×6 | ||
| RSP | $5952386 | 0.62% | 27976 | $1035587 | 上涨 ×1 | ||
| FCX Freeport-McMoRan, Inc. Common Stock | $5515470 | 0.58% | 87700 | $295857 | 下跌 ×2 | ||
| MA Mastercard Incorporated Common Stock | $5414463 | 0.57% | 10542 | $-3940 | 下跌 ×6 | ||
| CSL Carlisle Companies Incorporated Common Stock | $5266323 | 0.55% | 14518 | $275466 | 下跌 ×6 | ||
| TRGP Targa Resources, Inc. Common Stock | $5217325 | 0.55% | 19457 | $351398 | 上涨 ×1 | ||
| ORCL Oracle Corporation Common Stock | $4941957 | 0.52% | 33722 | $-146221 | 下跌 ×4 | ||
| CVX Chevron Corporation Common Stock | $4868151 | 0.51% | 29369 | $-1131712 | 上涨 ×1 | ||
| AMGN Amgen Inc. - Common Stock | $4763838 | 0.50% | 13155 | $105550 | 下跌 ×2 | ||
| SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF | $4725335 | 0.49% | 93812 | $-481707 | 下跌 ×6 | ||
| QQQ Invesco QQQ Trust, Series 1 | $4675329 | 0.49% | 6349 | $1000482 | 下跌 ×3 | ||
| IJH | $4616641 | 0.48% | 59871 | $494398 | 下跌 ×6 | ||
| XOM Exxon Mobil Corporation Common Stock | $4415169 | 0.46% | 32294 | $-837064 | 上涨 ×1 | ||
| CEG Constellation Energy Corporation - Common Stock When-Issued | $4333440 | 0.45% | 17448 | $-668327 | 下跌 ×1 | ||
| CCJ Cameco Corporation Common Stock | $4269473 | 0.45% | 41915 | $-360909 | 下跌 ×2 | ||
| IJJ | $4209880 | 0.44% | 28497 | $406666 | 下跌 ×6 | ||
| DLR Digital Realty Trust, Inc. Common Stock | $4078822 | 0.43% | 22713 | $126489 | 上涨 ×6 | ||
| RTX RTX Corporation Common Stock | $3820449 | 0.40% | 20136 | $-84807 | 下跌 ×4 | ||
| PH Parker-Hannifin Corporation Common Stock | $3740331 | 0.39% | 3824 | $245314 | 下跌 ×6 | ||
| PHM PulteGroup, Inc. Common Stock | $3701652 | 0.39% | 26978 | $514068 | 下跌 ×6 | ||
| VXF | $3654848 | 0.38% | 14844 | $526805 | 下跌 ×4 | ||
| PNC PNC Financial Services Group, Inc. (The) Common Stock | $3533753 | 0.37% | 14352 | $547337 | |||
| APD Air Products and Chemicals, Inc. Common Stock | $3532815 | 0.37% | 12050 | $-41951 | 下跌 ×6 | ||
| TEL TE Connectivity plc Ordinary Shares | $3466654 | 0.36% | 17195 | $-134730 | 下跌 ×6 | ||
| COF Capital One Financial Corporation Common Stock | $3447292 | 0.36% | 17183 | $237584 | 下跌 ×4 | ||
| JNJ Johnson & Johnson Common Stock | $3441373 | 0.36% | 13550 | $103286 | 下跌 ×2 | ||
| TTEK Tetra Tech, Inc. - Common Stock | $3359063 | 0.35% | 116271 | $-654736 | 下跌 ×3 | ||
| ABBV AbbVie Inc. Common Stock | $3353836 | 0.35% | 13328 | $370545 | 下跌 ×6 | ||
| PEG Public Service Enterprise Group Incorporated Common Stock | $3237770 | 0.34% | 39894 | $211239 | 上涨 ×5 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $3203199 | 0.34% | 27271 | $2288525 | 上涨 ×2 | ||
| SCHM | $3171871 | 0.33% | 86029 | $370904 | 下跌 ×3 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $3140203 | 0.33% | 3105 | $455115 | 下跌 ×2 | ||
| MRVL Marvell Technology, Inc. - Common Stock | $3129335 | 0.33% | 10505 | 上涨 ×1 | |||
| LIN Linde plc - Ordinary Shares | $2825629 | 0.30% | 5445 | $92999 | 下跌 ×6 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $2788521 | 0.29% | 8177 | 上涨 ×1 | |||
| VBK | $2736183 | 0.29% | 7482 | $417912 | 下跌 ×6 | ||
| IWB | $2604011 | 0.27% | 6359 | $322740 | 下跌 ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $2502147 | 0.26% | 7095 | $138264 | 下跌 ×6 | ||
| LOW Lowe's Companies, Inc. Common Stock | $2426528 | 0.25% | 11005 | $-209274 | 下跌 ×6 | ||
| SPY SPY | $2259784 | 0.24% | 3026 | $39472 | 下跌 ×3 | ||
| VOO | $2163870 | 0.23% | 3151 | $293684 | 上涨 ×1 | ||
| EEM | $2151542 | 0.23% | 31451 | $341434 | 下跌 ×6 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $2138334 | 0.22% | 3796 | $-135969 | 下跌 ×1 | ||
| TMO Thermo Fisher Scientific Inc Common Stock | $1990400 | 0.21% | 3970 | $326570 | 上涨 ×1 | ||
| PSX Phillips 66 Common Stock | $1982488 | 0.21% | 11727 | $-187318 | 下跌 ×6 | ||
| BSCW Invesco BulletShares 2032 Corporate Bond ETF | $1913501 | 0.20% | 93296 | $-35021 | 下跌 ×1 | ||
| IJK | $1793755 | 0.19% | 15266 | $276606 | 上涨 ×1 | ||
| VUG | $1748730 | 0.18% | 20301 | $152962 | 上涨 ×1 | ||
| BSCX Invesco BulletShares 2033 Corporate Bond ETF | $1739186 | 0.18% | 82602 | $-36653 | 下跌 ×1 | ||
| BRKB | $1665061 | 0.17% | 3328 | $61405 | 下跌 ×2 | ||
| XLK XLK | $1632051 | 0.17% | 8566 | $354975 | 下跌 ×2 | ||
| KRNY Kearny Financial - Common Stock | $1579310 | 0.17% | 166946 | $318867 | |||
| BSCY Invesco BulletShares 2034 Corporate Bond ETF | $1524933 | 0.16% | 73793 | $6478 | 上涨 ×6 | ||
| PG Procter & Gamble Company (The) Common Stock | $1521316 | 0.16% | 10374 | $-40300 | 下跌 ×6 | ||
| AMAT Applied Materials, Inc. - Common Stock | $1466100 | 0.15% | 2028 | $814134 | 上涨 ×5 | ||
| BSCT Invesco BulletShares 2029 Corporate Bond ETF | $1444300 | 0.15% | 77755 | $-31551 | 下跌 ×1 | ||
| MRSH Marsh Common Stock | $1430076 | 0.15% | 8580 | $-208382 | 下跌 ×6 | ||
| BSCS Invesco BulletShares 2028 Corporate Bond ETF | $1429216 | 0.15% | 70180 | $-28497 | 下跌 ×1 | ||
| DHR Danaher Corporation Common Stock | $1398842 | 0.15% | 7344 | $-25201 | 下跌 ×4 | ||
| BSCU Invesco BulletShares 2030 Corporate Bond ETF | $1366189 | 0.14% | 82078 | $-7453 | 下跌 ×1 | ||
| ELV Elevance Health, Inc. Common Stock | $1329965 | 0.14% | 3439 | $290409 | 下跌 ×6 | ||
| BSCV Invesco BulletShares 2031 Corporate Bond ETF | $1318141 | 0.14% | 80448 | $-45817 | 下跌 ×1 | ||
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | $1301751 | 0.14% | 66365 | $-31769 | 下跌 ×4 | ||
| RY Royal Bank Of Canada Common Stock | $1296461 | 0.14% | 6264 | $266893 | 下跌 ×4 | ||
| TMUS T-Mobile US, Inc. - Common Stock | $1268776 | 0.13% | 7564 | $-13058193 | 下跌 ×1 | ||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
| 证券 | 价值 | % 占投资组合 | 连胜 |
|---|---|---|---|
| IWR | $51173493 | 5.35% | 上涨 ×6 |
| VEU | $29034086 | 3.04% | 上涨 ×4 |
| CWB | $25749489 | 2.69% | 上涨 ×6 |
| JPM | $22773078 | 2.38% | 上涨 ×6 |
| AMZN | $22097108 | 2.31% | 上涨 ×6 |
| IEMG | $18570515 | 1.94% | 上涨 ×5 |
| V | $18502275 | 1.94% | 上涨 ×5 |
| ETN | $15908718 | 1.66% | 上涨 ×6 |
| BAC | $15105273 | 1.58% | 上涨 ×6 |
| TTWO | $13245191 | 1.39% | 上涨 ×6 |
| TJX | $12784990 | 1.34% | 上涨 ×3 |
| CAT | $10417296 | 1.09% | 上涨 ×3 |
| SYK | $9240507 | 0.97% | 上涨 ×3 |
| BLK | $8508335 | 0.89% | 上涨 ×6 |
| WM | $7500300 | 0.78% | 上涨 ×6 |
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| MRVL | $3129335 | 10505 | 0.33% |
| PANW | $2788521 | 8177 | 0.29% |
| MKC | $784284 | 15555 | 0.08% |
| 未知发行人 (CUSIP: 438516205) | $614340 | 2744 | 0.06% |
| 未知发行人 (CUSIP: 43849R105) | $607086 | 2746 | 0.06% |
| INTC | $373772 | 2677 | 0.04% |
| MU | $352347 | 305 | 0.04% |
| AMD | $273028 | 470 | 0.03% |
| TSM | $263142 | 551 | 0.03% |
| GE | $261996 | 701 | 0.03% |
| DAL | $244172 | 2607 | 0.03% |
| IWO | $227315 | 577 | 0.02% |
| IBM | $218851 | 778 | 0.02% |
| ENS | $214413 | 917 | 0.02% |
| VV | $212435 | 618 | 0.02% |
季度涨幅榜
| 证券 | 操作 | 股份变动 | 价值变动 |
|---|---|---|---|
| LRCX | 增持 | +5K | +$13.1M |
| GOOGL | 增持 | +3K | +$8.0M |
| AAPL | 增持 | +4K | +$7.7M |
| IWR | 增持 | +14K | +$7.4M |
| NVDA | 增持 | +7K | +$6.9M |
| XSMO | 削减 | -5K | +$5.1M |
| AVGO | 增持 | +12K | +$4.8M |
| VEU | 增持 | +19K | +$4.4M |
| IVV | 削减 | -238 | +$4.4M |
| SMLF | 削减 | -3K | +$4.1M |
3 个持仓已隐藏（数据完整性检查）
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| CRM | 2026年6月30日 | 32804 | $6123532 | 31.3% |
| LULU | 2025年9月30日 | 24649 | $5856015 | -33.9% |
| AMD | 2025年3月31日 | 29606 | $3576109 | 353.6% |
| SUM | 2025年3月31日 | 69156 | $3499304 | 不再跟踪 |
| STZ | 2025年9月30日 | 20707 | $3368689 | -1.7% |
| NVO | 2025年3月31日 | 21343 | $1835922 | -33.0% |
| MDLZ | 2025年12月31日 | 26109 | $1631023 | 19.9% |
| LMT | 2025年3月31日 | 3033 | $1473900 | 30.6% |
| AEP | 2025年3月31日 | 14709 | $1356579 | 16.3% |
| HON | 2026年6月30日 | 5481 | $1238956 | -1.2% |
| BSCP | 2025年12月31日 | 52186 | $1079729 | 不再跟踪 |
| TFC | 2025年12月31日 | 23024 | $1052643 | 2.9% |
| NI | 2025年3月31日 | 25807 | $948658 | 4.5% |
| ULXXXX | 2025年12月31日 | 15617 | $925758 | 不再跟踪 |
| DFS | 2025年6月30日 | 3900 | $665730 | 不再跟踪 |
| SCHK | 2026年3月31日 | 19515 | $640090 | 不再跟踪 |
| SCHA | 2025年6月30日 | 13566 | $317852 | 不再跟踪 |
| SNPS | 2025年12月31日 | 639 | $315277 | -15.4% |
| T | 2026年3月31日 | 12209 | $303262 | -12.9% |
| SCZ | 2025年12月31日 | 3876 | $297367 | |
| CAH | 2025年9月30日 | 1510 | $253680 | 47.7% |
| CMCSA | 2025年3月31日 | 6646 | $249432 | -27.8% |
| IWO | 2025年6月30日 | 920 | $235088 | 不再跟踪 |
| SCHA | 2026年3月31日 | 8060 | $229549 | 不再跟踪 |
| MKC | 2025年9月30日 | 2980 | $225944 | -15.5% |
| IAU | 2026年6月30日 | 2555 | $225249 | 不再跟踪 |
| BR | 2025年12月31日 | 936 | $222928 | -20.8% |
| RPM | 2025年3月31日 | 1796 | $221016 | -4.9% |
| ISRG | 2026年6月30日 | 479 | $220815 | -0.7% |
| AJG | 2026年3月31日 | 843 | $218160 | 20.3% |
| BRO | 2026年3月31日 | 2694 | $214712 | 10.4% |
| EMR | 2025年3月31日 | 1705 | $211259 | 41.7% |
| FIDU | 2025年3月31日 | 2996 | $210649 | 不再跟踪 |
| FIDU | 2025年9月30日 | 2715 | $210494 | 不再跟踪 |
| VNQ | 2026年3月31日 | 2378 | $210468 | 不再跟踪 |
| ZBH | 2025年12月31日 | 2135 | $210253 | 12.4% |
| IWO | 2026年3月31日 | 646 | $208665 | 不再跟踪 |
| FCOM | 2025年3月31日 | 3504 | $205685 | 不再跟踪 |
| PLTR | 2026年6月30日 | 1397 | $204354 | 49.7% |
| SCHB | 2025年3月31日 | 8988 | $204028 | 不再跟踪 |
| LH | 2025年12月31日 | 710 | $203813 | 33.0% |
| WSO | 2025年12月31日 | 500 | $202150 | -6.8% |
| IWP | 2026年3月31日 | 1466 | $200755 | 不再跟踪 |
| VBR | 2025年9月30日 | 1026 | $200081 | 不再跟踪 |
| BX | 2026年3月31日 | 1298 | $200074 | 24.5% |