13FBOX
RHODES INVESTMENT ADVISORS INC /ADV · 13F 持仓分析
期权收益计算器 机构排行

RHODES INVESTMENT ADVISORS INC /ADV

No.8464 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.36亿
环比变动 Q1 2026
+$1,989.4万+17.1%
持仓股票数
127
新买入
21
加仓
49
减仓
46
清仓
10
持股不变
11
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
伯克希尔哈撒韦BRK.B
4.55%5.15%$618.7万1.2万股$598.3万1.2万股-122股-0.98%减仓
AAlphabet Inc Class CGOOG
3.24%3.1%$441.1万1.2万股$359.7万1.3万股-54股-0.43%减仓
Meta平台META
3.18%3.78%$431.8万7,665股$439.1万7,674股-9股-0.12%减仓
GE航空GE
2.9%2.48%$393.9万1.1万股$288.4万1.0万股+377股+3.71%加仓
摩根大通JPM
2.75%2.95%$373.3万1.1万股$342.4万1.2万股-235股-2.02%减仓
F第一信托交易所交易基金FYC
2.62%2.32%$356.8万2.7万股$268.9万2.4万股+2,500股+10.30%加仓
苹果AAPL
2.53%2.62%$344.4万1.2万股$304.1万1.2万股-80股-0.67%减仓
VVanEck ETF信托GDX
2.46%3.65%$335.1万4.4万股$423.2万4.6万股-1,700股-3.69%减仓
IiShares安硕信托IWY
2.46%2.44%$334.6万1.2万股$283.7万1.1万股+115股+1.01%加仓
亚马逊AMZN
2.29%2.28%$311.4万1.3万股$264.4万1.3万股+370股+2.91%加仓
英伟达NVDA
2.22%2.15%$301.2万1.5万股$249.2万1.4万股+765股+5.35%加仓
GE VernovaGEV
2.14%1.85%$290.6万2,473股$214.8万2,461股+12股+0.49%加仓
DDELL TECHNOLOGIES INC CLASS CDELL
1.97%1.46%$267.5万6,200股$169.9万1.0万股-4,154股-40.12%减仓
IiShares安硕信托IMCG
1.88%1.78%$255.9万2.6万股$206.2万2.6万股-140股-0.53%减仓
SSPDR行业精选信托XLK
1.84%1.54%$249.8万1.3万股$179.2万1.3万股-374股-2.77%减仓
微软MSFT
1.79%1.99%$243.8万6,535股$231.1万6,242股+293股+4.69%加仓
布鲁克菲尔德BN
1.69%1.95%$230.4万5.4万股$226.4万5.6万股-1,825股-3.26%减仓
I景顺QQQ信托VOO
1.67%1.12%$227.2万3,085股$130.2万2,255股+830股+36.81%加仓
F第一信托交易所交易基金RDVY
1.64%1.55%$222.9万2.8万股$180.0万2.6万股+1,142股+4.33%加仓
埃克森美孚XOM
1.6%2.37%$217.7万1.6万股$275.3万1.6万股-305股-1.88%减仓
KIMBELL RTY PARTNERS LP UNITKRP
1.59%1.86%$216.3万14.9万股$216.4万15.0万股-714股-0.48%减仓
星巴克SBUX
1.51%1.57%$204.9万2.0万股$182.7万2.0万股-335股-1.64%减仓
PALO ALTOPANW
1.44%0.81%$195.7万5,738股$94.4万5,888股-150股-2.55%减仓
AALPS ETF信托AMLP
1.36%1.71%$184.2万3.6万股$198.4万3.8万股-2,150股-5.71%减仓
DDAVIS FUNDAMENTAL ETF TRDWLD
1.35%1.56%$183.0万4.0万股$181.5万4.1万股-1,864股-4.50%减仓
谷歌AGOOGL
1.3%1.21%$176.1万4,928股$140.1万4,873股+55股+1.13%加仓
EEXCHANGE TRADED CONCEPTS TRUTHNQ
1.28%0.95%$173.4万1.9万股$110.2万1.9万股+340股+1.82%加仓
联合健康UNH
1.24%1%$168.0万4,041股$116.7万4,311股-270股-6.26%减仓
联邦快递FDX
1.22%1.64%$165.4万5,283股$190.2万5,341股-58股-1.09%减仓
CrowdStrikeCRWD
1.13%0.68%$154.3万2,022股$78.8万2,018股+4股+0.20%加仓
可口可乐KO
1.13%1.26%$153.1万1.9万股$146.5万1.9万股-420股-2.18%减仓
伯克希尔哈撒韦BRK.A
1.1%1.24%$149.8万2股$143.6万2股00.00%持仓不变
好市多COST
1.07%0.34%$146.0万1,561股$39.1万392股+1,169股+298.21%加仓
帕兰提尔PLTR
1.03%1.56%$140.0万1.2万股$180.9万1.2万股-365股-2.95%减仓
VANECK PREFERRED SECURITIES EX FINANCIALSETFPFXF
1.02%1.21%$138.2万7.7万股$140.8万8.0万股-2,800股-3.49%减仓
沃尔玛WMT
1.01%1.13%$137.6万1.2万股$131.3万1.1万股+1,580股+14.95%加仓
VVanEck Russia ETFBBH
1%1.14%$136.2万1.3万股$131.9万1.4万股-540股-3.96%减仓
EENERGY TRANSFER L PET
0.94%1.03%$127.8万6.7万股$119.9万6.2万股+4,700股+7.56%加仓
美国运通AXP
0.87%0.58%$117.9万3,486股$67.0万2,215股+1,271股+57.38%加仓
ServiceNowNOW
0.86%$116.6万1.2万股$00股+1.2万股新买入
F第一信托·EXCHANGE-TRADED ALPFYC
0.84%0.46%$114.6万9,000股$53.3万5,495股+3,505股+63.79%加仓
IiShares安硕信托IAI
0.82%0.82%$111.1万6,335股$94.9万5,780股+555股+9.60%加仓
G通用动力VTI
0.82%0.8%$110.9万2,997股$92.5万2,882股+115股+3.99%加仓
家得宝HD
0.79%0.66%$107.3万3,043股$76.4万2,323股+720股+30.99%加仓
SSPDR行业精选信托XLU
0.78%0.94%$106.5万2.3万股$108.7万2.4万股-200股-0.84%减仓
RobinhoodHOOD
0.76%0.46%$103.5万1.0万股$53.5万7,715股+2,611股+33.84%加仓
NETFLIXNFLX
0.7%0.8%$95.3万1.3万股$92.7万9,637股+3,707股+38.47%加仓
SOFI TECHNOLOGIES COMSOFI
0.68%0.48%$92.5万5.2万股$55.8万3.5万股+1.6万股+46.88%加仓
AFFIRM COM CL AAFRM
0.67%0.45%$91.6万1.1万股$52.0万1.1万股-125股-1.10%减仓
万事达MA
0.67%0.7%$91.5万1,781股$81.7万1,635股+146股+8.93%加仓

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