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HighRoad Wealth Advisors, LLC · 13F 持仓分析
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HighRoad Wealth Advisors, LLC

No.8836 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.19亿
环比变动 Q1 2026
+$1,622.6万+15.8%
持仓股票数
38
新买入
3
加仓
11
减仓
9
清仓
2
持股不变
15
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
V先锋领航指数基金VOO
29.89%29.95%$3,545.7万5.2万股$3,066.6万5.1万股+307股+0.60%加仓
SSPDR道富系列信托BIL
10.57%10.5%$1,253.5万13.7万股$1,075.1万11.7万股+1.9万股+16.60%加仓
I景顺QQQ信托VOO
10.31%9.23%$1,222.5万1.7万股$945.4万1.6万股+220股+1.34%加仓
V先锋领航·FTSEVEA
8.71%8.86%$1,032.6万14.5万股$906.9万14.2万股+3,401股+2.40%加仓
IiShares安硕信托IVV
7.86%8.07%$932.4万1.2万股$826.5万1.3万股-203股-1.60%减仓
V先锋领航指数基金VB
7.01%6.98%$831.3万2.7万股$714.9万2.7万股+131股+0.48%加仓
V先锋领航·MIDVO
6.97%7.16%$826.6万10.3万股$733.0万2.6万股+7.7万股+301.96%加仓
V先锋领航·FSTEVWO
3.13%3.19%$370.8万6.2万股$326.2万6.0万股+1,760股+2.92%加仓
IiShares安硕·MSCI EAFE ETFEFA
1.34%1.47%$158.9万1.5万股$150.4万1.5万股-185股-1.19%减仓
礼来LLY
1.09%0.97%$129.3万1,078股$99.2万1,078股00.00%持仓不变
PATRICK INDSPATK
1.08%1.55%$128.4万1.4万股$158.8万1.4万股00.00%持仓不变
苹果AAPL
1%1.02%$119.1万4,117股$104.9万4,134股-17股-0.41%减仓
康明斯CMI
0.99%0.87%$117.7万1,650股$88.8万1,650股00.00%持仓不变
卡特彼勒CAT
0.84%0.65%$99.6万935股$66.2万935股00.00%持仓不变
V先锋领航·SPECIALIZED FUNDSVIG
0.83%0.89%$98.4万4,159股$90.8万4,223股-64股-1.52%减仓
V先锋领航全球基金VGT
0.82%0.7%$97.5万8,161股$71.2万1,020股+7,141股+700.10%加仓
SSPDR标普500 ETFSPY
0.71%0.71%$83.9万1,124股$72.3万1,111股+13股+1.17%加仓
微软MSFT
0.62%0.76%$73.7万1,975股$78.3万2,115股-140股-6.62%减仓
SSPDR道富指数基金EWX
0.55%0.57%$65.0万8,750股$57.9万8,750股00.00%持仓不变
特斯拉TSLA
0.54%0.56%$64.5万1,533股$57.0万1,533股00.00%持仓不变
IiShares安硕·COREIJR
0.5%0.5%$59.7万4,022股$51.1万4,115股-93股-2.26%减仓
IiShares安硕信托EEM
0.49%0.47%$57.6万8,424股$48.3万8,504股-80股-0.94%减仓
TJXTJX
0.48%0.58%$56.8万3,750股$59.9万3,750股00.00%持仓不变
IiShares安硕·COREIJH
0.44%0.45%$52.1万6,758股$46.5万6,889股-131股-1.90%减仓
G通用动力VTI
0.41%0.4%$48.6万1,314股$41.0万1,279股+35股+2.74%加仓
亚马逊AMZN
0.4%0.41%$47.8万2,004股$41.7万2,004股00.00%持仓不变
摩根大通JPM
0.31%0.32%$36.2万1,106股$32.5万1,106股00.00%持仓不变
V先锋领航指数基金VUG
0.26%0.26%$30.4万3,528股$26.3万603股+2,925股+485.07%加仓
IIBMIBM
0.25%0.25%$29.5万1,050股$25.5万1,050股00.00%持仓不变
沃尔玛WMT
0.24%0.31%$28.8万2,542股$31.6万2,542股00.00%持仓不变
宣伟SHW
0.22%0.23%$25.8万750股$24.0万750股00.00%持仓不变
洛克希德马丁LMT
0.21%0.3%$25.5万500股$30.2万500股00.00%持仓不变
IiShares安硕·S&P 100 ETFIWO
0.19%$22.2万607股$00股+607股新买入
思科CSCO
0.19%$22.2万1,890股$00股+1,890股新买入
CHUBB LIMITEDCB
0.19%0.21%$22.0万647股$21.1万647股00.00%持仓不变
英伟达NVDA
0.18%0.21%$21.2万1,057股$21.6万1,239股-182股-14.69%减仓
IiShares安硕·RUSSELLIWB
0.17%$20.5万502股$00股+502股新买入
SSERVICE PPTYS TRSVC
0.02%0.02%$2.6万1.6万股$2.1万1.6万股00.00%持仓不变

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