Riverview Capital Advisers, LLC
BOSTON MA · SEC CIK 0001962933
$3.49亿2026Q2 申报市值
88持仓数
49.3%前十大占比 · 第一大 7.3%
8 / 7新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
NOW 加仓+$347.60万
DKS 新建仓+$258.61万
HD 加仓+$201.80万
VCSH 加仓+$187.03万
CRM 加仓+$146.81万
2026Q2 卖出最多 按季末市值估算
BXP 清仓-$675.21万
MU 减仓-$219.54万
AMZN 减仓-$160.24万
CARR 减仓-$155.16万
INDA 清仓-$136.37万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | $2,538.54万 | 7.28% | 106,509 | -6,723 | -5.9% | -$160.24万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,529.07万 | 7.25% | 50,542 | -170 | -0.3% | -$8.51万 | 减仓 |
| AAPL | APPLE INC | $2,494.27万 | 7.15% | 86,199 | 757 | 0.9% | $21.90万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $2,452.84万 | 7.03% | 21,250 | -1,902 | -8.2% | -$219.54万 | 减仓 |
| VO | VANGUARD INDEX FDS | $1,846.55万 | 5.29% | 229,186 | 1,070 | 0.5% | $8.62万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,241.21万 | 3.56% | 144,092 | 13,844 | 10.6% | $119.25万 | 加仓 |
| TSLA | TESLA INC | $1,224.58万 | 3.51% | 29,115 | -170 | -0.6% | -$7.15万 | 减仓 |
| — | FUNDVANTAGE TR | $985.70万 | 2.83% | 453,193 | -47,582 | -9.5% | -$103.49万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $957.00万 | 2.74% | 40,444 | 3,078 | 8.2% | $72.83万 | 加仓 |
| PK | PARK HOTELS & RESORTS INC | $931.05万 | 2.67% | 653,370 | -12,308 | -1.8% | -$17.54万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $870.24万 | 2.50% | 176,590 | 18,576 | 11.8% | $91.54万 | 加仓 |
| MSFT | MICROSOFT CORP | $861.82万 | 2.47% | 23,104 | -325 | -1.4% | -$12.12万 | 减仓 |
| CRM | SALESFORCE INC | $805.83万 | 2.31% | 51,438 | 9,371 | 22.3% | $146.81万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $799.52万 | 2.29% | 230,943 | 5,324 | 2.4% | $18.43万 | 加仓 |
| MKL | MARKEL GROUP INC | $784.91万 | 2.25% | 4,019 | -177 | -4.2% | -$34.57万 | 减仓 |
| URI | UNITED RENTALS INC | $763.21万 | 2.19% | 6,737 | -287 | -4.1% | -$32.51万 | 减仓 |
| R | RYDER SYS INC | $738.50万 | 2.12% | 27,998 | -1,230 | -4.2% | -$32.44万 | 减仓 |
| HD | HOME DEPOT INC | $735.33万 | 2.11% | 20,850 | 5,722 | 37.8% | $201.80万 | 加仓 |
| NOW | SERVICENOW INC | $730.41万 | 2.09% | 73,571 | 35,012 | 90.8% | $347.60万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $689.47万 | 1.98% | 18,632 | -164 | -0.9% | -$6.07万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $645.32万 | 1.85% | 87,979 | -21,153 | -19.4% | -$155.16万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $638.62万 | 1.83% | 28,555 | -970 | -3.3% | -$21.69万 | 减仓 |
| WMT | WALMART INC | $631.71万 | 1.81% | 55,775 | 766 | 1.4% | $8.68万 | 加仓 |
| GOOGL | ALPHABET INC | $612.94万 | 1.76% | 17,151 | 822 | 5.0% | $29.38万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $569.78万 | 1.63% | 178,223 | -4,936 | -2.7% | -$15.78万 | 减仓 |
| IWD | ISHARES TR | $544.32万 | 1.56% | 22,453 | 59 | 0.3% | $1.43万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $501.92万 | 1.44% | 63,510 | 23,666 | 59.4% | $187.03万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $492.05万 | 1.41% | 24,591 | 1,734 | 7.6% | $34.70万 | 加仓 |
| ES | EVERSOURCE ENERGY | $465.57万 | 1.33% | 64,421 | -856 | -1.3% | -$6.19万 | 减仓 |
| ENB | ENBRIDGE INC | $380.23万 | 1.09% | 70,141 | -650 | -0.9% | -$3.52万 | 减仓 |
| V | VISA INC | $370.70万 | 1.06% | 10,805 | 29 | 0.3% | $9,949 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $258.61万 | 0.74% | 11,402 | 11,402 | — | $258.61万 | 新建仓 |
| AFL | AFLAC INC | $232.99万 | 0.67% | 19,871 | -116 | -0.6% | -$1.36万 | 减仓 |
| TEM | TEMPUS AI INC | $211.10万 | 0.61% | 36,441 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HOLDINGS INC | $194.35万 | 0.56% | 6,941 | 19 | 0.3% | $5,320 | 加仓 |
| KO | COCA COLA CO | $183.13万 | 0.53% | 22,533 | 156 | 0.7% | $1.27万 | 加仓 |
| — | AVALONBAY CMNTYS INC | $171.03万 | 0.49% | 9,064 | -170 | -1.8% | -$3.21万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $150.55万 | 0.43% | 1,489 | 7 | 0.5% | $7,078 | 加仓 |
| IWF | ISHARES TR | $149.94万 | 0.43% | 12,075 | -437 | -3.5% | -$5.43万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $136.42万 | 0.39% | 19,053 | -6,626 | -25.8% | -$47.44万 | 减仓 |
| STWD | STARWOOD PPTY TR INC | $135.14万 | 0.39% | 82,505 | -15,516 | -15.8% | -$25.42万 | 减仓 |
| NFLX | NETFLIX INC. | $118.77万 | 0.34% | 16,635 | -85 | -0.5% | -$6,069 | 减仓 |
| IYW | ISHARES TR | $112.91万 | 0.32% | 9,834 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $110.89万 | 0.32% | 7,477 | 3,967 | 113.0% | $58.84万 | 加仓 |
| EVLN | MORGAN STANLEY ETF TRUST | $101.92万 | 0.29% | 21,013 | 21,013 | — | $101.92万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $89.19万 | 0.26% | 2,725 | 28 | 1.0% | $9,165 | 加仓 |
| META | META PLATFORMS INC | $88.54万 | 0.25% | 1,572 | 65 | 4.3% | $3.66万 | 加仓 |
| VGT | VANGUARD WORLD FD | $84.82万 | 0.24% | 7,097 | 9 | 0.1% | $1,076 | 加仓 |
| — | EXXON MOBIL CORP | $76.98万 | 0.22% | 5,630 | -735 | -11.5% | -$10.05万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $74.03万 | 0.21% | 991 | 2 | 0.2% | $1,494 | 加仓 |
| PHG | KONINKLIJKE PHILIPS N V | $69.10万 | 0.20% | 25,412 | 909 | 3.7% | $2.47万 | 加仓 |
| CAVA | CAVA GROUP INC | $69.01万 | 0.20% | 8,793 | -479 | -5.2% | -$3.76万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $66.62万 | 0.19% | 2,623 | -327 | -11.1% | -$8.30万 | 减仓 |
| VIS | VANGUARD WORLD FD | $62.62万 | 0.18% | 1,738 | 4 | 0.2% | $1,441 | 加仓 |
| LLY | ELI LILLY & CO | $60.45万 | 0.17% | 504 | -5 | -1.0% | -$5,997 | 减仓 |
| BA | BOEING CO | $55.26万 | 0.16% | 2,553 | 875 | 52.1% | $18.94万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $55.25万 | 0.16% | 3,233 | 3,233 | — | $55.25万 | 新建仓 |
| BX | BLACKSTONE INC | $51.03万 | 0.15% | 4,337 | 46 | 1.1% | $5,413 | 加仓 |
| LAR | LITHIUM ARGENTINA AG | $50.27万 | 0.14% | 60,786 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $49.20万 | 0.14% | 716 | 2 | 0.3% | $1,374 | 加仓 |
| VB | VANGUARD INDEX FDS | $48.20万 | 0.14% | 1,590 | -62 | -3.8% | -$1.88万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $45.37万 | 0.13% | 15,415 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $43.56万 | 0.12% | 3,217 | 212 | 7.1% | $2.87万 | 加仓 |
| ORCL | ORACLE CORP | $43.46万 | 0.12% | 2,966 | -6 | -0.2% | -$879 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $40.80万 | 0.12% | 7,610 | 3 | 0.0% | $161 | 加仓 |
| GDX | VANECK ETF TRUST | $37.73万 | 0.11% | 5,000 | 5,000 | — | $37.73万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $37.10万 | 0.11% | 722 | -22 | -3.0% | -$1.13万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $34.94万 | 0.10% | 5,853 | 7 | 0.1% | $418 | 加仓 |
| SYK | STRYKER CORPORATION | $32.11万 | 0.09% | 1,020 | -353 | -25.7% | -$11.11万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $30.52万 | 0.09% | 639 | 639 | — | $30.52万 | 新建仓 |
| SHOP | SHOPIFY INC | $30.18万 | 0.09% | 2,643 | 20 | 0.8% | $2,284 | 加仓 |
| IVV | ISHARES TR | $29.82万 | 0.09% | 398 | 1 | 0.3% | $749 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $29.01万 | 0.08% | 6,373 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $26.49万 | 0.08% | 456 | 456 | — | $26.49万 | 新建仓 |
| DKNG | DRAFTKINGS INC NEW | $26.21万 | 0.08% | 10,378 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $25.91万 | 0.07% | 598 | 598 | — | $25.91万 | 新建仓 |
| BAC | BANK OF AMER CORP | $25.33万 | 0.07% | 4,445 | 21 | 0.5% | $1,197 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $24.95万 | 0.07% | 887 | 20 | 2.3% | $5,625 | 加仓 |
| — | IMUNON INC | $24.78万 | 0.07% | 34,364 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $24.04万 | 0.07% | 1,538 | 12 | 0.8% | $1,876 | 加仓 |
| DHR | DANAHER CORP DEL | $22.81万 | 0.07% | 1,198 | 147 | 14.0% | $2.80万 | 重新持有 |
| SPOT | SPOTIFY TECHNOLOGY S A | $22.50万 | 0.06% | 490 | 65 | 15.3% | $2.98万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $21.58万 | 0.06% | 6,483 | -9,682 | -59.9% | -$32.23万 | 减仓 |
| MS | MORGAN STANLEY | $20.46万 | 0.06% | 979 | 979 | — | $20.46万 | 新建仓 |
| — | ACV AUCTIONS INC | $11.55万 | 0.03% | 16,061 | 0 | 0.0% | — | 不变 |
| INDI | INDIE SEMICONDUCTOR INC | $7.34万 | 0.02% | 16,346 | 0 | 0.0% | — | 不变 |
| — | CELLECTAR BIOSCIENCES INC | $5.01万 | 0.01% | 10,384 | 0 | 0.0% | — | 不变 |
| — | SERA PROGNOSTICS INC | $2.31万 | 0.01% | 12,669 | 0 | 0.0% | — | 不变 |
| BXP | BXP INC | $0 | 0.00% | 0 | -130,098 | -100.0% | -$675.21万 | 清仓 |
| INDA | ISHARES TR | $0 | 0.00% | 0 | -29,115 | -100.0% | -$136.37万 | 清仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $0 | 0.00% | 0 | -31,752 | -100.0% | -$73.28万 | 清仓 |
| EPI | WISDOMTREE TR | $0 | 0.00% | 0 | -8,855 | -100.0% | -$36.13万 | 清仓 |
| CSGP | COSTAR GROUP INC | $0 | 0.00% | 0 | -5,972 | -100.0% | -$24.09万 | 清仓 |
| MSTR | STRATEGY INC | $0 | 0.00% | 0 | -1,908 | -100.0% | -$23.81万 | 清仓 |
| SG | SWEETGREEN INC | $0 | 0.00% | 0 | -34,200 | -100.0% | -$17.75万 | 清仓 |