13F 机构持仓

River Wealth Advisors LLC

CAMP HILL PA · SEC CIK 0001642570

2026Q22026Q1 更早 9 个季度 🔒
$8.71亿2026Q1 申报市值
205持仓数
36.1%前十大占比 · 第一大 5.4%
5 / 7新建仓 / 清仓
申报市值走势$9.56亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 5.4%
IWR 5.0%
NVDA 4.4%
MSFT 3.6%
IVV 3.6%
GOOGL 3.4%
VEU 2.8%
SMLF 2.8%
XSMO 2.7%
CWB 2.5%

2026Q1 买入最多 按季末市值估算

VEU 加仓+$593.64万
RSP 新建仓+$491.68万
IEMG 加仓+$445.33万
IWR 加仓+$194.18万
ACN 加仓+$174.87万

2026Q1 卖出最多 按季末市值估算

XSMO 减仓-$322.62万
SMLF 减仓-$321.53万
IVV 减仓-$289.05万
TRGP 减仓-$167.09万
GOOGL 减仓-$140.82万

2026Q1 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
SCHK SCHWAB STRATEGIC TR $00.00%0 -19,515-100.0% -$64.01万 清仓
T AT&T INC $00.00%0 -12,209-100.0% -$30.33万 清仓
SCHA SCHWAB STRATEGIC TR $00.00%0 -8,060-100.0% -$22.95万 清仓
AJG GALLAGHER ARTHUR J & CO $00.00%0 -843-100.0% -$21.82万 清仓
BRO BROWN & BROWN INC $00.00%0 -2,694-100.0% -$21.47万 清仓
VNQ VANGUARD INDEX FDS $00.00%0 -2,378-100.0% -$21.05万 清仓
IWO ISHARES TR $00.00%0 —— — 申报中断
IWP ISHARES TR $00.00%0 —— — 申报中断
BX BLACKSTONE INC $00.00%0 -1,298-100.0% -$20.01万 清仓
JPC NUVEEN PFD & INCOME OPPORTUN $11.07万0.01%14,688 00.0% — 不变
AME AMETEK INC $20.09万0.02%937 937— $20.09万 新建仓
ETR ENTERGY CORP NEW $20.29万0.02%1,806 1,806— $20.29万 新建仓
PLTR PALANTIR TECHNOLOGIES INC $20.44万0.02%1,397 665.0% $9,655 加仓
CHRW C H ROBINSON WORLDWIDE IN $20.66万0.02%1,244 -110-8.1% -$1.83万 减仓
VOX VANGUARD WORLD FD $20.68万0.02%1,150 00.0% — 不变
EMR EMERSON ELEC CO $21.09万0.02%1,610 -87-5.1% -$1.14万 减仓
IYW ISHARES TR $22.08万0.03%1,217 00.0% — 不变
ISRG INTUITIVE SURGICAL INC $22.08万0.03%479 -321-40.1% -$14.80万 减仓
AMP AMERIPRISE FINL INC $22.35万0.03%503 30.6% $1,333 加仓
IAU ISHARES GOLD TR $22.52万0.03%2,555 2,555— $22.52万 新建仓
AON AON PLC $22.63万0.03%701 30.4% $968 加仓
TQQQ PROSHARES TR $23.55万0.03%5,650 00.0% — 不变
AVY AVERY DENNISON CORP $23.66万0.03%1,370 -33-2.4% -$5,698 减仓
SCHG SCHWAB STRATEGIC TR $24.51万0.03%8,415 8,415— $24.51万 新建仓
PAYX PAYCHEX INC $25.08万0.03%2,723 00.0% — 不变
NUE NUCOR CORP $25.10万0.03%1,484 -95-6.0% -$1.61万 减仓
VZ VERIZON COMMUNICATIONS INC $25.35万0.03%5,050 -349-6.5% -$1.75万 减仓
FHLC FIDELITY COVINGTON TRUST $25.40万0.03%3,610 160.4% $1,126 加仓
ONEQ FIDELITY COMWLTH TR $25.64万0.03%3,020 00.0% — 不变
UNH UNITEDHEALTH GROUP INC $26.36万0.03%974 -75-7.1% -$2.03万 减仓
LHX L3HARRIS TECHNOLOGIES INC $26.58万0.03%770 10.1% $345 加仓
MO ALTRIA GROUP INC $26.71万0.03%4,047 -420-9.4% -$2.77万 减仓
IWS ISHARES TR $27.09万0.03%1,859 00.0% — 不变
TROW PRICE T ROWE GROUP INC $28.13万0.03%3,121 -400-11.4% -$3.61万 减仓
TXN TEXAS INSTRS INC $29.91万0.03%1,541 -293-16.0% -$5.69万 减仓
PPG PPG INDS INC $29.97万0.03%2,804 -151-5.1% -$1.61万 减仓
FNCL FIDELITY COVINGTON TRUST $30.21万0.03%4,304 1974.8% $1.38万 加仓
XLY SELECT SECTOR SPDR TR $30.27万0.03%2,778 -100-3.5% -$1.09万 减仓
SCHD SCHWAB STRATEGIC TR $30.66万0.04%9,995 -1,271-11.3% -$3.90万 减仓
CMI CUMMINS INC $31.47万0.04%585 -81-12.2% -$4.36万 减仓
DGX QUEST DIAGNOSTICS INC $32.11万0.04%1,639 -84-4.9% -$1.65万 减仓
XLF SELECT SECTOR SPDR TR $32.40万0.04%6,563 -200-3.0% -$9,874 减仓
— DIMENSIONAL ETF TRUST $33.27万0.04%8,563 30.0% $117 加仓
MAS MASCO CORP $33.69万0.04%5,581 -673-10.8% -$4.06万 减仓
BMY BRISTOL-MYERS SQUIBB CO $34.92万0.04%5,758 130.2% $788 加仓
MCD MCDONALDS CORP $35.06万0.04%1,128 -45-3.8% -$1.40万 减仓
LMT LOCKHEED MARTIN CORP $36.14万0.04%598 -4-0.7% -$2,418 减仓
VGT VANGUARD WORLD FD $36.21万0.04%519 00.0% — 不变
SCHW SCHWAB CHARLES CORP $36.30万0.04%3,862 -492-11.3% -$4.62万 减仓
TFC TRUIST FINL CORP $37.04万0.04%8,057 -14,967-65.0% -$68.80万 重新持有
VHT VANGUARD WORLD FD $37.96万0.04%1,394 18114.9% $4.93万 加仓
UNP UNION PAC CORP $40.22万0.05%1,658 -4-0.2% -$970 减仓
SDY SPDR SERIES TRUST $41.94万0.05%2,874 00.0% — 不变
MPC MARATHON PETE CORP $42.01万0.05%1,720 -45-2.5% -$1.10万 减仓
KMB KIMBERLY-CLARK CORP $42.62万0.05%4,418 -154-3.4% -$1.49万 减仓
MTB M & T BK CORP $44.09万0.05%2,133 -95-4.3% -$1.96万 减仓
FITB FIFTH THIRD BANCORP $45.23万0.05%9,735 -456-4.5% -$2.12万 减仓
VO VANGUARD INDEX FDS $45.61万0.05%1,588 -8-0.5% -$2,298 减仓
— PROSHARES TR $45.87万0.05%5,851 00.0% — 不变
PPL PPL CORP $46.75万0.05%12,237 -1,033-7.8% -$3.95万 减仓
MS MORGAN STANLEY $46.82万0.05%2,845 80.3% $1,317 加仓
TM TOYOTA MOTOR CORP $47.75万0.05%2,317 -60-2.5% -$1.24万 减仓
CARR CARRIER GLOBAL CORPORATION $47.97万0.06%8,518 -439-4.9% -$2.47万 减仓
VYM VANGUARD WHITEHALL FDS $50.15万0.06%3,386 70.2% $1,037 加仓
MGC VANGUARD WORLD FD $51.12万0.06%2,163 00.0% — 不变
DIS DISNEY WALT CO $51.14万0.06%5,307 -373-6.6% -$3.59万 减仓
MOG/A MOOG INC $52.68万0.06%1,800 00.0% — 不变
IWF ISHARES TR $54.11万0.06%1,269 16514.9% $7.04万 加仓
ABT ABBOTT LABORATORIES $54.70万0.06%5,328 -59-1.1% -$6,058 减仓
IEFA ISHARES TR $55.77万0.06%6,160 721.2% $6,518 加仓
FTEC FIDELITY COVINGTON TRUST $56.49万0.06%2,715 250.9% $5,202 加仓
IJR ISHARES TR $58.56万0.07%4,711 -770-14.0% -$9.57万 减仓
KO COCA COLA CO $60.30万0.07%7,929 -76-0.9% -$5,780 减仓
CI THE CIGNA GROUP $61.33万0.07%2,299 -94-3.9% -$2.51万 减仓
SO SOUTHERN CO $61.55万0.07%6,377 -64-1.0% -$6,177 减仓
ARW ARROW ELECTRS INC $62.74万0.07%4,375 00.0% — 不变
NFLX NETFLIX INC. $63.10万0.07%6,563 -147-2.2% -$1.41万 减仓
MDY STATE STR SPDR S&P MIDCAP 40 $63.90万0.07%1,036 -135-11.5% -$8.33万 减仓
AMAT APPLIED MATLS INC $65.20万0.07%1,908 241.3% $8,201 加仓
UL UNILEVER PLC $65.21万0.07%11,447 -989-8.0% -$5.63万 减仓
NEE NEXTERA ENERGY INC $65.35万0.08%7,036 1362.0% $1.26万 加仓
VWO VANGUARD INTL EQUITY INDEX F $70.37万0.08%13,019 00.0% — 不变
TRV TRAVELERS COMPANIES INC $71.86万0.08%2,464 612.5% $1.78万 加仓
EWJ ISHARES INC $72.20万0.08%8,551 00.0% — 不变
CL COLGATE PALMOLIVE CO $72.34万0.08%8,488 -627-6.9% -$5.34万 减仓
TOL TOLL BROTHERS INC $72.86万0.08%5,339 00.0% — 不变
ADP AUTOMATIC DATA PROCESSING IN $72.95万0.08%3,591 1795.2% $3.64万 加仓
FDX FEDEX CORP $73.02万0.08%2,050 -56-2.7% -$1.99万 减仓
BA BOEING CO $75.14万0.09%3,775 -36-0.9% -$7,166 减仓
ITW ILLINOIS TOOL WKS INC $75.52万0.09%2,901 70.2% $1,822 加仓
WFC WELLS FARGO & CO $75.58万0.09%9,494 2592.8% $2.06万 加仓
PLD PROLOGIS INC. $76.20万0.09%5,765 -1,203-17.3% -$15.90万 减仓
IR INGERSOLL RAND INC $76.43万0.09%9,539 -298-3.0% -$2.39万 减仓
GD GENERAL DYNAMICS CORP $76.71万0.09%2,235 -7-0.3% -$2,403 减仓
VEA VANGUARD TAX-MANAGED FDS $78.51万0.09%12,252 1090.9% $6,985 加仓
QCOM QUALCOMM INC $79.43万0.09%6,168 -1,022-14.2% -$13.16万 减仓
HSY HERSHEY CO $85.36万0.10%4,106 30.1% $624 加仓
DGRO ISHARES TR $85.58万0.10%12,195 00.0% — 不变
BSCZ INVESCO EXCH TRD SLF IDX FD $85.95万0.10%41,888 32,110328.4% $65.89万 加仓
TSLA TESLA INC $89.36万0.10%2,404 -172-6.7% -$6.39万 减仓