申报总市值
US$8.7亿
申报季度: 2026-03-31 · 持股只数: 205
River Wealth Advisors LLC在最新一期 13F 报告中披露了 205 项持股，申报期为 2026-03-31，总持股市值约为 US$8.7亿，季度换手率为 13.2%。
减仓 MSFT
+3.9% -US$803.0万
加仓 VEU
+31.8% US$631.9万
加仓 IEMG
+43.9% US$482.1万
减仓 IVV
-8.5% -US$453.6万
减仓 GOOGL
-4.6% -US$412.4万
加仓 IWR
+4.6% US$235.5万
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | 股票-科技 | 5.38% | -0.29% | -0.77% | |
| 2 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 5.03% | +0.39% | +4.64% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.36% | -0.17% | +0.46% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.58% | -0.82% | +3.91% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.56% | -0.42% | -8.53% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.36% | -0.39% | -4.59% | |
| 7 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 2.83% | +0.78% | +31.78% | |
| 8 | SMLF | Ishares US Smallcap Equity F | ETF-其他 | 2.76% | -0.27% | -11.81% | |
| 9 | XSMO | Invesco S&p Smallcap Momentu | ETF-其他 | 2.74% | -0.14% | -11.90% | |
| 10 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 2.49% | +0.14% | +0.79% | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.36% | -0.02% | -3.78% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.34% | -0.15% | +0.19% | |
| 13 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.10% | -0.13% | +1.93% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 1.86% | -0.22% | +1.17% | |
| 15 | ACN | Accenture plc | 股票-科技 | 1.74% | -0.29% | +13.09% | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.68% | +0.58% | +43.92% | |
| 17 | TMUS | T-mobile US INC | 股票-通信服务 | 1.65% | +0.15% | +3.55% | |
| 18 | COR | Cencora INC | 股票-医疗保健 | 1.53% | -0.13% | -3.19% | |
| 19 | ETN | Eaton Corporation plc | 股票-工业 | 1.53% | +0.22% | +2.08% | |
| 20 | TJX | Tjx Companies INC | 股票-周期性消费 | 1.52% | +0.27% | +14.39% | |
| 21 | BAC | Bank Of America CORP | 股票-金融 | 1.48% | -0.12% | +1.67% | |
| 22 | CB | Chubb Limited | 股票-金融 | 1.41% | +0.12% | +2.55% | |
| 23 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.29% | +0.18% | -0.79% | |
| 24 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.27% | -0.26% | -4.82% | |
| 25 | LRCX | Lam Research CORP | 股票-科技 | 1.23% | +0.19% | -6.82% | |
| 26 | TTWO | Take-two Interactive Softwre | 股票-通信服务 | 1.17% | -0.17% | +10.10% | |
| 27 | PEP | Pepsico INC | 股票-非周期性消费 | 1.09% | +0.10% | -0.56% | |
| 28 | SYK | Stryker CORP | 股票-医疗保健 | 1.03% | +0.14% | +21.30% | |
| 29 | BLK | Blackrock INC | 股票-金融 | 0.97% | — | +6.11% | |
| 30 | WMT | Walmart INC | 股票-非周期性消费 | 0.92% | +0.13% | +1.16% | |
| 31 | WM | Waste Management INC | 股票-工业 | 0.88% | +0.13% | +9.34% | |
| 32 | CMG | Chipotle Mexican Grill INC | 股票-周期性消费 | 0.87% | — | +10.19% | |
| 33 | DE | Deere & Co | 股票-工业 | 0.82% | +0.14% | -2.78% | |
| 34 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.78% | +0.11% | -2.74% | |
| 35 | CAT | Caterpillar INC | 股票-工业 | 0.77% | +0.28% | +23.91% | |
| 36 | NOW | Servicenow INC | 股票-科技 | 0.74% | -0.05% | +33.55% | |
| 37 | CRM | Salesforce INC | 股票-科技 | 0.70% | -0.29% | -1.26% | |
| 38 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.70% | -0.07% | -2.26% | |
| 39 | CVX | Chevron CORP | 股票-能源 | 0.69% | — | -18.28% | |
| 40 | TT | Trane Technologies plc | 股票-工业 | 0.68% | — | -1.07% | |
| 41 | MA | Mastercard INC - A | 股票-金融 | 0.62% | -0.09% | -2.26% | |
| 42 | XOM | Exxon Mobil CORP | 股票-能源 | 0.60% | +0.14% | -9.74% | |
| 43 | FCX | Freeport-mcmoran INC | 股票-原材料 | 0.60% | +0.08% | -2.37% | |
| 44 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-其他 | 0.60% | — | -4.59% | |
| 45 | ORCL | Oracle CORP | 股票-科技 | 0.58% | -0.19% | -1.79% | |
| 46 | CEG | Constellation Energy | 股票-公用事业 | 0.57% | -0.13% | +1.23% | |
| 47 | CSL | Carlisle Cos INC | 股票-工业 | 0.57% | — | -6.64% | |
| 48 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.56% | +0.56% | NEW | |
| 49 | TRGP | Targa Resources CORP | 股票-能源 | 0.56% | — | -25.56% | |
| 50 | AMGN | Amgen INC | 股票-医疗保健 | 0.53% | — | -3.21% |
Q3 2026表现
+2.3%
近4个季度表现
+19.2%
基于可获取价格的持仓（占申报价值的75%）计算
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 205 | US$8.7亿 | 13 | |
| 2025-12-31 | 208 | US$8.9亿 | 11 | |
| 2025-09-30 | 203 | US$8.6亿 | 34 | |
| 2025-06-30 | 202 | US$8.0亿 | 0 | |
| 2025-03-31 | 197 | US$7.2亿 | 100 | |
| 2024-12-31 | 207 | US$7.5亿 | 0 | |
| 2024-09-30 | 209 | US$7.5亿 | 0 | |
| 2024-06-30 | 193 | US$7.0亿 | 0 | |
| 2024-03-31 | 209 | US$6.9亿 | 0 | |
| 2023-12-31 | 208 | US$6.3亿 | 0 | |
| 2023-09-30 | 200 | US$5.6亿 | 0 | |
| 2023-06-30 | 211 | US$5.9亿 | 0 | |
| 2023-03-31 | 207 | US$5.5亿 | 0 | |
| 2022-12-31 | 207 | US$5.2亿 | 0 | |
| 2022-09-30 | 197 | US$4.6亿 | 0 | |
| 2022-06-30 | 212 | US$5.4亿 | 0 | |
| 2022-03-31 | 221 | US$6.3亿 | 0 | |
| 2021-12-31 | 222 | US$6.4亿 | 0 | |
| 2021-09-30 | 216 | US$5.8亿 | 0 | |
| 2021-06-30 | 213 | US$5.7亿 | 100 | |
| 2021-03-31 | 209 | US$5.3亿 | 16 | |
| 2020-12-31 | 203 | US$4.6亿 | 21 | |
| 2020-09-30 | 199 | US$3.8亿 | 20 | |
| 2020-06-30 | 181 | US$3.3亿 | 29 | |
| 2020-03-31 | 158 | US$2.5亿 | 40 | |
| 2019-12-31 | 164 | US$3.0亿 | 17 | |
| 2019-09-30 | 159 | US$2.6亿 | 8 | |
| 2019-06-30 | 160 | US$2.6亿 | 10 | |
| 2019-03-31 | 153 | US$2.4亿 | 19 | |
| 2018-12-31 | 568 | US$2.2亿 | 22 | |
| 2018-09-30 | 597 | US$2.7亿 | 10 | |
| 2018-06-30 | 590 | US$2.6亿 | 17 | |
| 2018-03-31 | 161 | US$2.4亿 | 9 | |
| 2017-12-31 | 163 | US$2.4亿 | 13 | |
| 2017-09-30 | 155 | US$2.2亿 | 10 | |
| 2017-06-30 | 158 | US$2.1亿 | 11 | |
| 2017-03-31 | 153 | US$2.1亿 | 15 | |
| 2016-12-31 | 151 | US$2.0亿 | 17 | |
| 2016-09-30 | 148 | US$1.8亿 | 12 | |
| 2016-06-30 | 151 | US$1.7亿 | 11 | |
| 2016-03-31 | 146 | US$1.7亿 | 15 | |
| 2015-12-31 | 142 | US$1.6亿 | 20 | |
| 2015-09-30 | 136 | US$1.5亿 | 14 | |
| 2015-06-30 | 137 | US$1.6亿 | 14 | |
| 2015-03-31 | 142 | US$1.6亿 | — |
River Wealth Advisors LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Invesco S&p 500 Equal Weight (RSP); 清仓: Schwab 1000 Index ETF (SCHK); 加仓: Microsoft CORP (MSFT) — 股数 +3.91%; 加仓: Vanguard Ftse All-world Ex-u (VEU) — 股数 +31.78%; 加仓: Ishares Core Msci Emerging (IEMG) — 股数 +43.92%.
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | VEU | Vanguard Ftse All-world Ex-u | +0.8% | +31.78% | 加仓 |
| 2 | IEMG | Ishares Core Msci Emerging | +0.6% | +43.92% | 加仓 |
| 3 | IWR | Ishares Russell Mid-cap ETF | +0.4% | +4.64% | 加仓 |
| 4 | CAT | Caterpillar INC | +0.3% | +23.91% | 加仓 |
| 5 | TJX | Tjx Companies INC | +0.3% | +14.39% | 加仓 |
| 6 | ETN | Eaton Corporation plc | +0.2% | +2.08% | 加仓 |
| 7 | LRCX | Lam Research CORP | +0.2% | -6.82% | 减仓 |
| 8 | MRK | Merck & Co. INC. | +0.2% | -0.79% | 减仓 |
| 9 | TMUS | T-mobile US INC | +0.2% | +3.55% | 加仓 |
| 10 | XOM | Exxon Mobil CORP | +0.1% | -9.74% | 减仓 |
| 11 | DE | Deere & Co | +0.1% | -2.78% | 减仓 |
| 12 | SYK | Stryker CORP | +0.1% | +21.30% | 加仓 |
| 13 | CWB | Ss Spdr Bb Conv Sec ETF | +0.1% | +0.79% | 加仓 |
| 14 | WM | Waste Management INC | +0.1% | +9.34% | 加仓 |
| 15 | WMT | Walmart INC | +0.1% | +1.16% | 加仓 |
| 16 | CB | Chubb Limited | +0.1% | +2.55% | 加仓 |
| 17 | COST | Costco Wholesale CORP | +0.1% | -2.74% | 减仓 |
| 18 | PEP | Pepsico INC | +0.1% | -0.56% | 减仓 |
| 19 | BSCY | Invesco Bulletshares 2034 Cb | +0.1% | +107.07% | 加仓 |
| 20 | BSCZ | Invesco Bulletshares 2035 Cb | +0.1% | +328.39% | 加仓 |
| 21 | DLR | Digital Realty Trust INC | +0.1% | +2.25% | 加仓 |
| 22 | CCJ | Cameco CORP | +0.1% | -2.44% | 减仓 |
| 23 | FCX | Freeport-mcmoran INC | +0.1% | -2.37% | 减仓 |
| 24 | IWM | Ishares Russell 2000 ETF | 0% | -3.78% | 减仓 |
| 25 | NOW | Servicenow INC | -0.1% | +33.55% | 加仓 |
| 26 | GOOG | Alphabet Inc-cl C | -0.1% | -2.26% | 减仓 |
| 27 | MA | Mastercard INC - A | -0.1% | -2.26% | 减仓 |
| 28 | TTEK | Tetra Tech INC | -0.1% | -8.60% | 减仓 |
| 29 | BSCQ | Invesco Bulletshares 2026 Cb | -0.1% | -45.72% | 减仓 |
| 30 | BAC | Bank Of America CORP | -0.1% | +1.67% | 加仓 |
| 31 | AMZN | Amazon.com INC | -0.1% | +1.93% | 加仓 |
| 32 | COR | Cencora INC | -0.1% | -3.19% | 减仓 |
| 33 | COF | Capital One Financial CORP | -0.1% | -4.45% | 减仓 |
| 34 | CEG | Constellation Energy | -0.1% | +1.23% | 加仓 |
| 35 | XSMO | Invesco S&p Smallcap Momentu | -0.1% | -11.90% | 减仓 |
| 36 | JPM | Jpmorgan Chase & Co | -0.2% | +0.19% | 加仓 |
| 37 | NVDA | Nvidia CORP | -0.2% | +0.46% | 加仓 |
| 38 | TTWO | Take-two Interactive Softwre | -0.2% | +10.10% | 加仓 |
| 39 | ORCL | Oracle CORP | -0.2% | -1.79% | 减仓 |
| 40 | V | Visa Inc-class A Shares | -0.2% | +1.17% | 加仓 |
| 41 | LLY | Eli Lilly & Co | -0.3% | -4.82% | 减仓 |
| 42 | SMLF | Ishares US Smallcap Equity F | -0.3% | -11.81% | 减仓 |
| 43 | AAPL | Apple INC | -0.3% | -0.77% | 减仓 |
| 44 | ACN | Accenture plc | -0.3% | +13.09% | 加仓 |
| 45 | CRM | Salesforce INC | -0.3% | -1.26% | 减仓 |
| 46 | GOOGL | Alphabet Inc-cl A | -0.4% | -4.59% | 减仓 |
| 47 | IVV | Ishares Core S&p 500 ETF | -0.4% | -8.53% | 减仓 |
| 48 | MSFT | Microsoft CORP | -0.8% | +3.91% | 加仓 |
| 49 | RSP | Invesco S&p 500 Equal Weight | — | NEW | 新建仓 |
| 50 | SCHK | Schwab 1000 Index ETF | — | EXIT | 清仓 |
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