13FBOX
Rothschild Wealth LLC · 13F 持仓分析
期权收益计算器 机构排行

Rothschild Wealth LLC

No.2378 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$12.52亿
环比变动 Q1 2026
+$1.46亿+13.2%
持仓股票数
656
新买入
111
加仓
262
减仓
233
清仓
51
持股不变
50
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
IiShares安硕信托IVV
4.73%1.98%$5,924.2万7.9万股$2,188.9万3.4万股+4.6万股+136.07%加仓
V先锋领航斯科茨代尔基金BSV
2.64%3.02%$3,304.8万41.8万股$3,343.7万42.2万股-3,639股-0.86%减仓
SSPDR标普500 ETFSPY
2.23%2.36%$2,793.5万3.7万股$2,615.6万4.1万股-3,702股-9.01%减仓
IiShares安硕·S&PIVE
1.81%2.39%$2,265.5万10.0万股$2,648.0万12.5万股-2.6万股-20.44%减仓
IiShares安硕信托IVW
1.79%1.63%$2,244.3万16.3万股$1,798.6万15.9万股+4,175股+2.63%加仓
B贝莱德ETF信托DYNF
1.6%1.76%$2,006.4万29.5万股$1,952.1万33.6万股-4.1万股-12.07%减仓
NNORTHERN LIGHTS FD TRSFLR
1.33%1.19%$1,668.8万43.3万股$1,319.9万37.3万股+6.0万股+16.05%加仓
IiShares安硕IEMG
1.32%1.87%$1,655.3万20.0万股$2,067.9万29.6万股-9.7万股-32.60%减仓
G通用动力VTI
1.32%1.42%$1,647.9万4.5万股$1,570.2万4.9万股-4,413股-9.02%减仓
苹果AAPL
1.29%1.18%$1,620.2万5.6万股$1,301.9万5.1万股+4,695股+9.15%加仓
IiShares安硕信托AGG
1.27%1.41%$1,586.9万16.0万股$1,560.9万15.7万股+3,091股+1.97%加仓
S嘉信·U.S. BROAD MARKET ETFSCHB
1.21%1.58%$1,510.0万52.1万股$1,753.2万69.8万股-17.7万股-25.35%减仓
I景顺自营指数基金BSCS
1.16%1.33%$1,458.5万71.6万股$1,468.2万71.9万股-2,696股-0.38%减仓
iShares安硕·MBSACGL
1.08%1.1%$1,347.8万14.3万股$1,216.5万12.8万股+1.4万股+11.29%加仓
J骏利亨德森JAAA
1.07%0.95%$1,341.1万26.6万股$1,053.4万20.9万股+5.6万股+27.01%加仓
IiShares安硕·DOW JONES U.S. ETFIYY
1.05%1.08%$1,308.9万7.2万股$1,200.3万7.6万股-3,949股-5.21%减仓
IiShares安硕信托DGRO
1.04%1.11%$1,304.2万17.2万股$1,231.6万17.5万股-3,413股-1.94%减仓
S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV
1.04%1.1%$1,300.4万11.9万股$1,218.3万12.9万股-9,624股-7.47%减仓
IiShares安硕信托LQD
1%1.08%$1,256.5万11.5万股$1,189.5万10.9万股+6,064股+5.56%加仓
TTCW ETF TRUSTXB
0.95%0.96%$1,186.8万30.3万股$1,058.9万27.0万股+3.3万股+12.25%加仓
V先锋领航白厅基金VNQ
0.93%0.98%$1,167.9万12.5万股$1,085.8万12.3万股+2,324股+1.89%加仓
DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE
0.93%0.9%$1,159.9万28.8万股$997.0万29.4万股-5,995股-2.04%减仓
英伟达NVDA
0.91%0.77%$1,137.3万5.7万股$848.5万4.9万股+8,185股+16.82%加仓
IiShares安硕·7-10YRIEF
0.9%0.93%$1,121.9万11.9万股$1,025.9万10.7万股+1.1万股+10.36%加仓
V先锋领航指数基金VOO
0.89%0.52%$1,118.0万1.6万股$571.6万9,566股+6,712股+70.17%加仓
IiShares安硕信托IUSB
0.86%0.64%$1,080.9万23.4万股$712.3万15.4万股+8.0万股+51.89%加仓
B贝莱德ETF信托BAI
0.86%0.71%$1,072.4万20.3万股$785.0万23.8万股-3.5万股-14.62%减仓
DDimensional维度ETF信托DFIV
0.86%0.97%$1,071.7万19.8万股$1,071.6万20.3万股-4,649股-2.29%减仓
C资本集团股息价值CCBG
0.85%1.07%$1,062.8万21.6万股$1,178.6万27.7万股-6.1万股-22.16%减仓
摩根大通JPM
0.85%0.82%$1,061.9万3.2万股$903.0万3.1万股+1,744股+5.68%加仓
IiShares安硕信托IGRO
0.84%0.94%$1,051.7万12.0万股$1,043.6万12.5万股-4,972股-3.99%减仓
V先锋领航·FTSEVEA
0.81%0.77%$1,009.6万14.2万股$850.0万13.3万股+9,044股+6.82%加仓
DDISTILLATE SMALL/MID CASH FLOW ETFDSMC
0.8%0.84%$1,005.7万24.9万股$924.2万24.7万股+2,223股+0.90%加仓
IiShares安硕信托EFG
0.78%0.03%$980.9万7.9万股$38.1万3,423股+7.5万股+2,203.07%加仓
DDISTILLATE U.S. FUNDAMENTAL STABILITY & VALUE ETFDSTL
0.76%0.81%$949.4万15.9万股$894.9万15.5万股+3,882股+2.51%加仓
微软MSFT
0.74%0.72%$932.1万2.5万股$801.5万2.2万股+3,335股+15.40%加仓
WWisdomTree信托DGRW
0.74%0.84%$924.0万9.7万股$933.9万10.6万股-9,692股-9.12%减仓
V先锋领航全球基金VGT
0.74%0.51%$920.7万7.7万股$568.9万8,154股+6.9万股+844.78%加仓
DDimensional维度ETF信托DFIS
0.73%0.88%$920.5万26.3万股$969.5万28.8万股-2.5万股-8.74%减仓
谷歌AGOOGL
0.71%0.6%$884.9万2.5万股$658.6万2.3万股+1,857股+8.11%加仓
IiShares安硕信托MTUM
0.68%0.7%$853.9万2.5万股$771.5万3.2万股-7,238股-22.52%减仓
亚马逊AMZN
0.66%0.58%$820.7万3.4万股$638.8万3.1万股+3,759股+12.25%加仓
F第一信托交易所交易基金FTCS
0.65%0.8%$817.7万8.7万股$883.4万9.5万股-8,177股-8.59%减仓
I景顺QQQ信托VOO
0.63%0.55%$789.6万1.1万股$611.7万1.1万股+124股+1.17%加仓
IINNOVATOR ETFS TRUST US EQTY PWR BFPAUG
0.62%0.68%$778.7万17.1万股$752.8万17.6万股-5,585股-3.17%减仓
J摩根大通·ULTRA-SHORT INCOME ETFJPST
0.62%0.72%$774.6万15.3万股$798.3万15.8万股-4,559股-2.89%减仓
V先锋领航指数基金VTV
0.6%0.65%$752.7万3.5万股$718.7万3.7万股-2,092股-5.71%减仓
IiShares安硕信托EFV
0.6%1.27%$751.9万9.8万股$1,410.4万19.0万股-9.1万股-48.22%减仓
IiShares安硕·COREIJH
0.59%0.66%$744.5万9.7万股$726.4万10.8万股-1.1万股-10.24%减仓
G高盛·ACTIVEBETA INTERNATIONAL EQUITY ETFGSIE
0.58%0.67%$722.5万15.8万股$738.6万17.1万股-1.3万股-7.69%减仓

🧭 机构资金流板块热力图

净流出 净流入