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Rolek Wealth Management LLC · 13F 持仓分析
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Rolek Wealth Management LLC

No.7537 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.79亿
环比变动 Q1 2026
+$3,916.9万+28.1%
持仓股票数
23
新买入
1
加仓
16
减仓
3
清仓
0
持股不变
3
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
I景顺·NASDAQ 100 ETFQQQM
40.93%36.69%$7,309.5万24.1万股$5,114.6万21.5万股+2.6万股+12.09%加仓
V先锋领航指数基金VOO
40.65%42.72%$7,258.3万10.6万股$5,955.6万10.0万股+6,015股+6.04%加仓
G通用动力VTI
5.88%6.33%$1,050.4万2.8万股$882.6万2.8万股+874股+3.18%加仓
V先锋领航指数基金VUG
4.64%6.63%$828.9万9.6万股$924.0万2.1万股+7.5万股+354.86%加仓
V先锋领航全球基金VGT
1.33%1.35%$237.2万2.0万股$188.6万2,704股+1.7万股+634.10%加仓
V先锋领航STAR基金VXUS
0.95%0.37%$170.3万2.0万股$51.4万6,662股+1.3万股+199.07%加仓
F富达Covington信托FELG
0.85%0.93%$151.7万3.5万股$130.3万3.5万股-97股-0.28%减仓
IiShares安硕信托ITOT
0.67%0.68%$119.1万7,251股$95.3万6,694股+557股+8.32%加仓
VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK
0.55%0.58%$97.5万1.1万股$81.5万2,218股+8,877股+400.23%加仓
苹果AAPL
0.45%0.51%$81.2万2,806股$71.2万2,805股+1股+0.04%加仓
强生JNJ
0.37%0.46%$66.8万2,630股$64.3万2,630股00.00%持仓不变
IiShares安硕信托IVV
0.35%0.27%$62.9万839股$37.8万578股+261股+45.16%加仓
I景顺交易所交易基金信托RSP
0.32%0.15%$56.4万2,650股$20.3万1,056股+1,594股+150.95%加仓
Meta平台META
0.29%0.38%$52.3万929股$53.1万928股+1股+0.11%加仓
微软MSFT
0.28%0.43%$50.7万1,358股$59.7万1,611股-253股-15.70%减仓
SSPDR行业精选信托XLK
0.28%0.25%$50.2万2,635股$35.0万2,632股+3股+0.11%加仓
J摩根大通交易所交易基金JEPI
0.24%0.31%$42.6万7,542股$42.7万7,542股00.00%持仓不变
SSPDR黄金信托GLD
0.23%0.32%$40.6万1,103股$44.3万1,029股+74股+7.19%加仓
OSCAR HEALTHOSCR
0.19%0.13%$33.7万1.2万股$17.8万1.6万股-3,700股-23.87%减仓
F富达·ENHANCED LARGE CAP CORE ETFFBCV
0.14%0.16%$25.4万6,067股$22.0万6,064股+3股+0.05%加仓
AAlphabet Inc Class CGOOG
0.14%0.15%$25.3万715股$20.5万715股00.00%持仓不变
IiShares白银信托SLV
0.13%0.2%$23.4万4,383股$27.6万4,047股+336股+8.30%加仓
I景顺QQQ信托VOO
0.13%$22.7万308股$00股+308股新买入

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