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Roxbury Financial LLC · 13F 持仓分析
期权收益计算器 机构排行

Roxbury Financial LLC

No.8681 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.26亿
环比变动 Q1 2026
+$1,525.8万+13.7%
持仓股票数
410
新买入
43
加仓
165
减仓
76
清仓
25
持股不变
126
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
谷歌AGOOGL
5.11%4.62%$646.3万1.8万股$514.3万1.8万股+202股+1.13%加仓
微软MSFT
4.13%4.55%$522.3万1.4万股$506.1万1.4万股+330股+2.41%加仓
F富达Covington信托FBCG
4.03%3.66%$509.3万8.2万股$407.6万8.1万股+681股+0.84%加仓
F富达·COMWLTH TRONEQ
3.39%3.07%$428.9万4.2万股$341.4万4.0万股+1,343股+3.34%加仓
IiShares安硕信托IVV
3.33%3.22%$421.6万5,630股$358.6万5,490股+140股+2.55%加仓
VisaV
3.01%2.81%$381.1万1.1万股$312.6万1.0万股+764股+7.39%加仓
苹果AAPL
3.01%2.99%$380.2万1.3万股$332.6万1.3万股+32股+0.24%加仓
亚马逊AMZN
3%2.65%$379.9万1.6万股$294.4万1.4万股+1,805股+12.77%加仓
卡特彼勒CAT
2.67%2.03%$337.2万3,167股$226.3万3,194股-27股-0.85%减仓
FFIDELITY MSCI CONSUMER STAPLES INDEX ETFFSTA
2.36%2.67%$298.5万5.7万股$297.2万5.7万股+15股+0.03%加仓
摩根大通JPM
2.17%2.2%$274.5万8,385股$244.7万8,317股+68股+0.82%加仓
沃尔玛WMT
1.94%2.42%$246.0万2.2万股$269.2万2.2万股+55股+0.25%加仓
WELLS FARGO NEWWFC
1.89%2.06%$239.0万2.9万股$229.2万2.9万股+132股+0.46%加仓
IIBMIBM
1.8%1.79%$227.4万8,087股$198.9万8,204股-117股-1.43%减仓
FFIDELITY MSCI HEALTH CARE INDEX ETFFHLC
1.5%1.56%$189.6万2.5万股$172.9万2.5万股-39股-0.16%减仓
CHUBB LIMITEDCB
1.5%1.61%$189.5万5,561股$178.7万5,483股+78股+1.42%加仓
MCKESSON COMMCK
1.4%1.83%$176.6万2,337股$203.2万2,348股-11股-0.47%减仓
英伟达NVDA
1.34%1.33%$169.3万8,463股$147.7万8,471股-8股-0.09%减仓
洛克希德马丁LMT
1.29%1.73%$163.0万3,199股$192.5万3,185股+14股+0.44%加仓
雷神技术RTX
1.24%1.43%$156.4万8,243股$158.6万8,221股+22股+0.27%加仓
F富达·MSCIFIDU
1.15%1.12%$145.5万1.5万股$124.8万1.4万股+178股+1.23%加仓
LOWES COS COMLOW
1.11%1.34%$140.2万6,359股$149.0万6,307股+52股+0.82%加仓
NateraNTRA
1.08%0.16%$136.4万5,024股$18.0万900股+4,124股+458.22%加仓
杜克能源DUK
1.07%1.25%$135.2万1.1万股$138.5万1.1万股+106股+1.00%加仓
F富达Covington信托FSMD
0.99%0.9%$125.7万2.4万股$100.1万2.2万股+1,386股+6.19%加仓
保德信金融PRU
0.99%1.07%$124.9万1.2万股$119.4万1.2万股-653股-5.34%减仓
强生JNJ
0.96%1.02%$120.9万4,762股$113.7万4,652股+110股+2.36%加仓
V先锋领航·SPECIALIZED FUNDSVIG
0.94%0.97%$119.0万5,029股$108.0万5,023股+6股+0.12%加仓
IiShares安硕信托ITA
0.93%0.88%$117.3万4,839股$97.7万4,464股+375股+8.40%加仓
宝洁PG
0.93%1.11%$117.3万7,998股$123.6万8,555股-557股-6.51%减仓
麦当劳MCD
0.91%1.02%$115.7万4,279股$113.8万3,662股+617股+16.85%加仓
可口可乐KO
0.91%0.97%$114.5万1.4万股$107.9万1.4万股-106股-0.75%减仓
B贝莱德ETF信托DYNF
0.87%0.76%$110.1万1.6万股$84.3万1.4万股+1,698股+11.71%加仓
好市多COST
0.86%1.05%$108.9万1,164股$116.3万1,167股-3股-0.26%减仓
雪佛龙CVX
0.85%1.21%$107.7万6,495股$134.6万6,506股-11股-0.17%减仓
伯克希尔哈撒韦BRK.B
0.85%0.39%$107.4万2,147股$42.9万896股+1,251股+139.62%加仓
FFIDELITY LOW VOLATILITY FACTOR ETFFDLO
0.82%0.86%$104.1万1.5万股$95.2万1.5万股+493股+3.35%加仓
艾伯维ABBV
0.78%0.77%$98.5万3,915股$85.1万3,914股+1股+0.03%加仓
AFLAC COMAFL
0.74%0.79%$93.6万7,987股$87.4万7,963股+24股+0.30%加仓
IiShares安硕信托IWD
0.72%0.73%$90.9万3,748股$80.6万3,774股-26股-0.69%减仓
IiShares安硕信托DGRO
0.72%0.75%$90.5万1.2万股$83.7万1.2万股+16股+0.13%加仓
V先锋领航指数基金VTV
0.67%0.68%$85.1万3,903股$75.9万3,867股+36股+0.93%加仓
ADPADP
0.64%0.89%$80.4万3,589股$98.5万4,849股-1,260股-25.98%减仓
MERCADOLIBRE COMMELI
0.61%$76.6万451股$00股+451股新买入
默沙东MRK
0.6%0.64%$75.6万5,883股$71.3万5,928股-45股-0.76%减仓
贝莱德·INC COMBLK
0.58%0.65%$73.4万764股$72.2万751股+13股+1.73%加仓
AMGEN COMAMGN
0.56%0.61%$70.5万1,948股$68.4万1,943股+5股+0.26%加仓
SSPDR标普500 ETFSPY
0.51%0.51%$65.1万872股$56.5万870股+2股+0.23%加仓
FFIDELITY MSCI ENERGY INDEX ETFFENY
0.51%0.7%$64.7万2.2万股$78.1万2.3万股-1,047股-4.56%减仓
F富达Covington信托FNCL
0.5%0.52%$63.2万8,254股$57.4万8,179股+75股+0.92%加仓

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