Riverview Capital Advisers, LLC
BOSTON MA · SEC CIK 0001962933
$3.00亿2026Q1 申报市值
86持仓数
47.2%前十大占比 · 第一大 8.1%
5 / 9新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
CRM 新建仓+$785.26万
CGDV 加仓+$439.02万
NOW 加仓+$384.37万
VCSH 加仓+$225.34万
OTIS 新建仓+$197.93万
2026Q1 卖出最多 按季末市值估算
VB 减仓-$1,314.38万
SPG 减仓-$419.20万
VMRK 清仓-$346.69万
TOL 清仓-$327.46万
PSA 清仓-$316.74万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,430.12万 | 8.11% | 50,712 | 337 | 0.7% | $16.15万 | 加仓 |
| AMZN | AMAZON COM INC | $2,358.28万 | 7.87% | 113,232 | 107 | 0.1% | $2.23万 | 加仓 |
| AAPL | APPLE INC | $2,168.44万 | 7.24% | 85,442 | -3,708 | -4.2% | -$94.11万 | 减仓 |
| VO | VANGUARD INDEX FDS | $1,637.76万 | 5.47% | 57,029 | 2,393 | 4.4% | $68.72万 | 加仓 |
| TSLA | TESLA INC | $1,088.67万 | 3.63% | 29,285 | 0 | 0.0% | — | 不变 |
| — | FUNDVANTAGE TR | $1,024.56万 | 3.42% | 500,775 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $948.20万 | 3.16% | 21,708 | 1,845 | 9.3% | $80.59万 | 加仓 |
| MSFT | MICROSOFT CORP | $867.29万 | 2.89% | 23,429 | -50 | -0.2% | -$1.85万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $803.59万 | 2.68% | 37,366 | 6,282 | 20.2% | $135.10万 | 加仓 |
| MKL | MARKEL GROUP INC | $803.14万 | 2.68% | 4,196 | 20 | 0.5% | $3.83万 | 加仓 |
| CRM | SALESFORCE INC | $785.26万 | 2.62% | 42,067 | 42,067 | — | $785.26万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $782.17万 | 2.61% | 23,152 | -350 | -1.5% | -$11.82万 | 减仓 |
| PK | PARK HOTELS & RESORTS INC | $700.96万 | 2.34% | 665,678 | -12,200 | -1.8% | -$12.85万 | 减仓 |
| WMT | WALMART INC | $683.65万 | 2.28% | 55,009 | 1,670 | 3.1% | $20.75万 | 加仓 |
| BXP | BXP INC | $675.21万 | 2.25% | 130,098 | -1,364 | -1.0% | -$7.08万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $672.19万 | 2.24% | 158,014 | 103,201 | 188.3% | $439.02万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $665.35万 | 2.22% | 225,619 | 8,955 | 4.1% | $26.41万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $614.52万 | 2.05% | 109,132 | -2,684 | -2.4% | -$15.11万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $614.13万 | 2.05% | 183,159 | 897 | 0.5% | $3.01万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $602.99万 | 2.01% | 18,796 | 930 | 5.2% | $29.84万 | 加仓 |
| R | RYDER SYS INC | $598.32万 | 2.00% | 29,228 | 219 | 0.8% | $4.48万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $550.72万 | 1.84% | 29,525 | -22,474 | -43.2% | -$419.20万 | 减仓 |
| URI | UNITED RENTALS INC | $511.77万 | 1.71% | 7,024 | -125 | -1.7% | -$9.11万 | 减仓 |
| HD | HOME DEPOT INC | $497.56万 | 1.66% | 15,128 | -91 | -0.6% | -$2.99万 | 减仓 |
| IWD | ISHARES TR | $478.48万 | 1.60% | 22,394 | 67 | 0.3% | $1.43万 | 加仓 |
| GOOGL | ALPHABET INC | $469.56万 | 1.57% | 16,329 | 641 | 4.1% | $18.43万 | 加仓 |
| ES | EVERSOURCE ENERGY | $452.24万 | 1.51% | 65,277 | -285 | -0.4% | -$1.97万 | 减仓 |
| NOW | SERVICENOW INC | $403.13万 | 1.35% | 38,559 | 36,764 | 2,048.1% | $384.37万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $398.63万 | 1.33% | 22,857 | -10 | -0.0% | -$1,744 | 减仓 |
| ENB | ENBRIDGE INC | $383.26万 | 1.28% | 70,791 | -1,324 | -1.8% | -$7.17万 | 减仓 |
| V | VISA INC | $325.69万 | 1.09% | 10,776 | 373 | 3.6% | $11.27万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $315.85万 | 1.05% | 39,844 | 28,427 | 249.0% | $225.34万 | 加仓 |
| AFL | AFLAC INC | $219.28万 | 0.73% | 19,987 | 107 | 0.5% | $1.17万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $197.93万 | 0.66% | 25,679 | 25,679 | — | $197.93万 | 新建仓 |
| LH | LABCORP HOLDINGS INC | $184.70万 | 0.62% | 6,922 | 17 | 0.2% | $4,536 | 加仓 |
| KO | COCA COLA CO | $170.18万 | 0.57% | 22,377 | -174 | -0.8% | -$1.32万 | 减仓 |
| STWD | STARWOOD PPTY TR INC | $168.79万 | 0.56% | 98,021 | -10,986 | -10.1% | -$18.92万 | 减仓 |
| TEM | TEMPUS AI INC | $164.79万 | 0.55% | 36,441 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $160.76万 | 0.54% | 16,720 | 40 | 0.2% | $3,846 | 加仓 |
| — | AVALONBAY CMNTYS INC | $150.85万 | 0.50% | 9,234 | -7,485 | -44.8% | -$122.27万 | 减仓 |
| INDA | ISHARES TR | $136.37万 | 0.46% | 29,115 | 3,000 | 11.5% | $14.05万 | 加仓 |
| IWF | ISHARES TR | $133.38万 | 0.45% | 3,128 | -23 | -0.7% | -$9,807 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $125.38万 | 0.42% | 1,482 | 8 | 0.5% | $6,768 | 加仓 |
| IYW | ISHARES TR | $112.91万 | 0.38% | 9,834 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $107.98万 | 0.36% | 6,365 | 31 | 0.5% | $5,259 | 加仓 |
| META | META PLATFORMS INC | $86.22万 | 0.29% | 1,507 | 130 | 9.4% | $7.44万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $79.33万 | 0.26% | 2,697 | -2 | -0.1% | -$588 | 减仓 |
| CAVA | CAVA GROUP INC | $75.01万 | 0.25% | 9,272 | 0 | 0.0% | — | 不变 |
| SIRI | SIRIUSXM HOLDINGS INC | $73.28万 | 0.24% | 31,752 | 2,363 | 8.0% | $5.45万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $72.11万 | 0.24% | 2,950 | -4,221 | -58.9% | -$103.18万 | 减仓 |
| PHG | KONINKLIJKE PHILIPS N V | $67.14万 | 0.22% | 24,503 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $64.31万 | 0.21% | 989 | 37 | 3.9% | $2.41万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $62.11万 | 0.21% | 16,165 | 10,000 | 162.2% | $38.42万 | 加仓 |
| VGT | VANGUARD WORLD FD | $61.85万 | 0.21% | 886 | 1 | 0.1% | $698 | 加仓 |
| VIS | VANGUARD WORLD FD | $54.14万 | 0.18% | 1,734 | -4,444 | -71.9% | -$138.74万 | 减仓 |
| BX | BLACKSTONE INC | $49.35万 | 0.16% | 4,291 | -64 | -1.5% | -$7,360 | 减仓 |
| LLY | ELI LILLY & CO | $46.82万 | 0.16% | 509 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $46.66万 | 0.16% | 3,005 | -76 | -2.5% | -$1.18万 | 减仓 |
| SYK | STRYKER CORPORATION | $45.12万 | 0.15% | 1,373 | 3 | 0.2% | $986 | 加仓 |
| ORCL | ORACLE CORP | $43.72万 | 0.15% | 2,972 | 39 | 1.3% | $5,737 | 加仓 |
| IJR | ISHARES TR | $43.64万 | 0.15% | 3,510 | 3,510 | — | $43.64万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $43.27万 | 0.14% | 1,652 | -50,182 | -96.8% | -$1,314.38万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $42.69万 | 0.14% | 714 | 2 | 0.3% | $1,196 | 加仓 |
| LAR | LITHIUM ARGENTINA AG | $40.61万 | 0.14% | 60,786 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $39.52万 | 0.13% | 15,415 | -2,055 | -11.8% | -$5.27万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $37.56万 | 0.13% | 7,607 | 20 | 0.3% | $987 | 加仓 |
| MA | MASTERCARD INCORPORATED | $37.18万 | 0.12% | 744 | 7 | 0.9% | $3,498 | 加仓 |
| EPI | WISDOMTREE TR | $36.13万 | 0.12% | 8,855 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $33.62万 | 0.11% | 6,373 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $33.40万 | 0.11% | 1,678 | 1,678 | — | $33.40万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $31.60万 | 0.11% | 5,846 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $31.11万 | 0.10% | 2,623 | 335 | 14.6% | $3.97万 | 加仓 |
| IVV | ISHARES TR | $25.94万 | 0.09% | 397 | 1 | 0.3% | $653 | 加仓 |
| — | IMUNON INC | $24.78万 | 0.08% | 34,364 | 0 | 0.0% | — | 不变 |
| CSGP | COSTAR GROUP INC | $24.09万 | 0.08% | 5,972 | 2,909 | 95.0% | $11.73万 | 加仓 |
| MSTR | STRATEGY INC | $23.81万 | 0.08% | 1,908 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $23.11万 | 0.08% | 1,526 | 71 | 4.9% | $1.08万 | 加仓 |
| DKNG | DRAFTKINGS INC NEW | $22.44万 | 0.07% | 10,378 | -1,705 | -14.1% | -$3.69万 | 减仓 |
| BAC | BANK AMERICA CORP | $21.57万 | 0.07% | 4,424 | -162 | -3.5% | -$7,897 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $21.01万 | 0.07% | 867 | 867 | — | $21.01万 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $20.61万 | 0.07% | 425 | 0 | 0.0% | — | 不变 |
| SG | SWEETGREEN INC | $17.75万 | 0.06% | 34,200 | 11,000 | 47.4% | $5.71万 | 加仓 |
| — | ACV AUCTIONS INC | $6.81万 | 0.02% | 16,061 | 0 | 0.0% | — | 不变 |
| INDI | INDIE SEMICONDUCTOR INC | $5.26万 | 0.02% | 16,346 | 0 | 0.0% | — | 不变 |
| — | CELLECTAR BIOSCIENCES INC | $5.01万 | 0.02% | 10,384 | 0 | 0.0% | — | 不变 |
| — | SERA PROGNOSTICS INC | $2.57万 | 0.01% | 12,669 | 0 | 0.0% | — | 不变 |
| VMRK | EQUITY RESIDENTIAL | $0 | 0.00% | 0 | -54,995 | -100.0% | -$346.69万 | 清仓 |
| TOL | TOLL BROTHERS INC | $0 | 0.00% | 0 | -24,217 | -100.0% | -$327.46万 | 清仓 |
| PSA | PUBLIC STORAGE OPER CO | $0 | 0.00% | 0 | -12,206 | -100.0% | -$316.74万 | 清仓 |
| PSX | PHILLIPS 66 | $0 | 0.00% | 0 | -21,282 | -100.0% | -$274.62万 | 清仓 |
| VICI | VICI PPTYS INC | $0 | 0.00% | 0 | -93,419 | -100.0% | -$262.69万 | 清仓 |
| ABNB | AIRBNB INC | $0 | 0.00% | 0 | -14,527 | -100.0% | -$197.16万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -7,098 | -100.0% | -$58.00万 | 清仓 |
| DHR | DANAHER CORPORATION | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -811 | -100.0% | -$21.76万 | 清仓 |
| — | ETF OPPORTUNITIES TRUST | $0 | 0.00% | 0 | -10,000 | -100.0% | -$8.31万 | 清仓 |