Riverview Trust Co 13F 持仓 · 2026年Q2
Riverview Trust 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 165 只证券,申报市值合计 8,393.74 万美元。前几大持仓:FMUN(17.39%)、IEFA(16.81%)、VV(7.23%)。本季前 25 大持仓中:增持 2 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | FMUN | Fidelity Municipal Bond Index ETF | $14.6M | 17.39% | 289,629 | 减持 |
| 2 | IEFA | iShares Core MSCI EAFE ETF | $14.1M | 16.81% | 146,064 | 减持 |
| 3 | VV | Vanguard Index FDS Morningstar LRG CP ETF | $6.1M | 7.23% | 17,649 | 持平 |
| 4 | KLAC | Kla-Tencor Corp Com | $4.5M | 5.36% | 14,900 | 增持 |
| 5 | STX | Seagate Technology Hldngs PLC ADR | $3.7M | 4.40% | 3,829 | 持平 |
| 6 | VEA | Vanguard FTSE Developed Markets ETF | $3.4M | 4.10% | 48,354 | 持平 |
| 7 | AGG | iShares Core US Aggregate Bond ETF | $2.1M | 2.50% | 21,200 | 减持 |
| 8 | VOO | Vanguard S&P 500 ETF | $1.9M | 2.24% | 2,740 | 持平 |
| 9 | MSFT | Microsoft Corp | $1.7M | 2.03% | 4,568 | 减持 |
| 10 | VTI | VANGUARD MRNGSTR TTL STK MKT ETF | $1.7M | 2.03% | 4,604 | 持平 |
| 11 | AVGO | Broadcom Inc | $1.7M | 1.97% | 4,387 | 持平 |
| 12 | JPM | JPMorgan Chase & Co | $1.3M | 1.53% | 3,936 | 持平 |
| 13 | DE | Deere & Co | $1.3M | 1.51% | 1,997 | 持平 |
| 14 | VO | VANGUARD MRNGSTR MID CAP ETF | $1.3M | 1.50% | 15,624 | 增持 |
| 15 | BRKB | Berkshire Hathaway Inc B | $1.0M | 1.22% | 2,054 | 持平 |
| 16 | AAPL | Apple Inc | $985,271 | 1.17% | 3,405 | 减持 |
| 17 | VB | Vanguard Morningstar Small-Cap ETF | $945,128 | 1.13% | 3,118 | 减持 |
| 18 | COST | Costco Wholesale Corp | $751,182 | 0.89% | 803 | 持平 |
| 19 | JNJ | Johnson & Johnson | $742,862 | 0.89% | 2,925 | 持平 |
| 20 | LOW | Lowe's Companies Inc | $666,982 | 0.79% | 3,025 | 持平 |
| 21 | ABBV | AbbVie Inc | $652,503 | 0.78% | 2,593 | 减持 |
| 22 | VXUS | Vanguard Total Int'l Stock ETF | $618,862 | 0.74% | 7,239 | 持平 |
| 23 | CSCO | Cisco Systems Inc | $592,116 | 0.71% | 5,041 | 持平 |
| 24 | ITW | Illinois Tool Works Inc | $572,044 | 0.68% | 2,115 | 持平 |
| 25 | BLK | Blackrock Inc. | $562,513 | 0.67% | 585 | 持平 |
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