Riverview Capital Advisers, LLC 13F 持仓 · 2026年Q2
Riverview Capital Advisers 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 88 只证券，申报市值合计 3.49 亿美元。前几大持仓：AMZN（7.28%）、BRKB（7.25%）、AAPL（7.15%）。本季前 25 大持仓中：增持 11 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | $25.4M | 7.28% | 106,509 | 减持 |
| 2 | BRKB | BERKSHIRE HATHAWAY INC DEL | $25.3M | 7.25% | 50,542 | 减持 |
| 3 | AAPL | APPLE INC | $24.9M | 7.15% | 86,199 | 增持 |
| 4 | MU | MICRON TECHNOLOGY INC | $24.5M | 7.03% | 21,250 | 减持 |
| 5 | VO | VANGUARD INDEX FDS | $18.5M | 5.29% | 229,186 | 增持 |
| 6 | VUG | VANGUARD INDEX FDS | $12.4M | 3.56% | 144,092 | 增持 |
| 7 | TSLA | TESLA INC | $12.2M | 3.51% | 29,115 | 减持 |
| 8 | PCLG | FUNDVANTAGE TR | $9.9M | 2.83% | 453,193 | 减持 |
| 9 | VIG | VANGUARD SPECIALIZED FUNDS | $9.6M | 2.74% | 40,444 | 增持 |
| 10 | PK | PARK HOTELS & RESORTS INC | $9.3M | 2.67% | 653,370 | 减持 |
| 11 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $8.7M | 2.50% | 176,590 | 增持 |
| 12 | MSFT | MICROSOFT CORP | $8.6M | 2.47% | 23,104 | 减持 |
| 13 | CRM | SALESFORCE INC | $8.1M | 2.31% | 51,438 | 增持 |
| 14 | CGXU | CAPITAL GROUP INTL FOCUS EQT | $8.0M | 2.29% | 230,943 | 增持 |
| 15 | MKL | MARKEL GROUP INC | $7.8M | 2.25% | 4,019 | 减持 |
| 16 | URI | UNITED RENTALS INC | $7.6M | 2.19% | 6,737 | 减持 |
| 17 | R | RYDER SYS INC | $7.4M | 2.12% | 27,998 | 减持 |
| 18 | HD | HOME DEPOT INC | $7.4M | 2.11% | 20,850 | 增持 |
| 19 | NOW | SERVICENOW INC | $7.3M | 2.09% | 73,571 | 增持 |
| 20 | VTI | VANGUARD INDEX FDS | $6.9M | 1.98% | 18,632 | 减持 |
| 21 | CARR | CARRIER GLOBAL CORPORATION | $6.5M | 1.85% | 87,979 | 减持 |
| 22 | SPG | SIMON PPTY GROUP INC NEW | $6.4M | 1.83% | 28,555 | 减持 |
| 23 | WMT | WALMART INC | $6.3M | 1.81% | 55,775 | 增持 |
| 24 | GOOGL | ALPHABET INC | $6.1M | 1.76% | 17,151 | 增持 |
| 25 | KMI | KINDER MORGAN INC DEL | $5.7M | 1.63% | 178,223 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR