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

Roberts Wealth Advisors, LLC

No.4613 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$4.40亿
环比变动 Q1 2026
+$4,634.9万+11.8%
持仓股票数
111
新买入
6
加仓
47
减仓
50
清仓
5
持股不变
8
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
J摩根大通·ULTRA-SHORT INCOME ETFJPST
7.57%8.19%$3,331.1万65.9万股$3,226.4万63.7万股+2.1万股+3.33%加仓
J摩根大通·SHORT DURATION CORE PLUS ETFJSCP
6.71%7.05%$2,952.3万62.6万股$2,778.3万58.7万股+3.9万股+6.61%加仓
苹果AAPL
5.94%5.96%$2,615.7万9.0万股$2,346.0万9.2万股-2,042股-2.21%减仓
AAlphabet Inc Class CGOOG
5.32%4.9%$2,342.4万6.6万股$1,931.7万6.7万股-1,043股-1.55%减仓
V先锋领航指数基金VB
3.52%3.41%$1,548.7万5.1万股$1,341.4万5.1万股-123股-0.24%减仓
相干公司COHR
3.15%2.13%$1,387.4万3.5万股$838.8万3.5万股-40股-0.11%减仓
S嘉信策略信托SCHF
3.07%3.01%$1,352.4万48.8万股$1,184.4万47.9万股+9,680股+2.02%加仓
微软MSFT
2.95%3.19%$1,297.3万3.5万股$1,255.5万3.4万股+862股+2.54%加仓
亚马逊AMZN
2.92%2.93%$1,284.8万5.4万股$1,153.8万5.5万股-1,489股-2.69%减仓
V先锋领航·FSTEVWO
2.84%2.74%$1,248.1万20.9万股$1,079.4万20.0万股+9,409股+4.71%加仓
特灵科技TT
2.34%2.3%$1,031.6万2.1万股$907.8万2.2万股-780股-3.58%减仓
V先锋领航·FTSEVEA
2.29%2.31%$1,010.2万14.2万股$909.6万14.2万股-173股-0.12%减仓
默沙东MRK
1.92%2.02%$843.5万6.6万股$796.6万6.6万股-574股-0.87%减仓
摩根大通JPM
1.8%1.83%$793.4万2.4万股$721.5万2.5万股-287股-1.17%减仓
TAKE-TWO INTERACTIVE SOFTWARE COMTTWO
1.58%1.29%$694.3万2.8万股$510.1万2.6万股+1,949股+7.55%加仓
WILLIAMS SONOMAWSM
1.56%1.31%$688.4万3.0万股$514.1万2.8万股+1,332股+4.72%加仓
思科CSCO
1.55%1.41%$684.4万5.8万股$554.0万7.1万股-1.3万股-18.39%减仓
罗克韦尔自动化ROK
1.55%1.23%$682.6万1.4万股$485.8万1.4万股+251股+1.85%加仓
N新纪元能源NEE
1.53%1.77%$674.5万7.7万股$697.2万7.5万股+1,787股+2.38%加仓
SSEA SPONSORD ADSSE
1.39%0.76%$612.2万6.4万股$298.2万3.6万股+2.8万股+77.40%加仓
VisaV
1.26%1.21%$554.9万1.6万股$476.8万1.6万股+400股+2.54%加仓
迪士尼DIS
1.25%1.33%$550.0万5.7万股$523.4万5.4万股+2,836股+5.22%加仓
林德LIN
1.19%1.32%$525.4万1.0万股$518.6万1.0万股-335股-3.20%减仓
T赛默飞世尔TMO
1.11%1.18%$488.3万9,739股$465.8万9,476股+263股+2.78%加仓
好市多COST
1.11%1.39%$486.9万5,205股$546.7万5,487股-282股-5.14%减仓
SSPDR行业精选信托XLK
1.1%0.89%$482.7万2.5万股$351.4万2.6万股-1,100股-4.16%减仓
SNOWFLAKE COM SHSSNOW
1.05%0.74%$460.7万1.8万股$290.5万1.9万股-1,159股-6.02%减仓
AMERICAN TOWER COMAMT
1.03%1.17%$453.2万2.8万股$459.6万2.7万股+1,076股+4.04%加仓
GSK SPONSORED ADRGSK
1.02%1.2%$449.3万8.6万股$471.7万8.5万股+243股+0.28%加仓
Q高通QCOM
1%0.82%$440.8万2.4万股$323.6万2.5万股-1,275股-5.07%减仓
宝洁PG
1%1.08%$439.0万3.0万股$426.2万3.0万股+432股+1.46%加仓
卡梅科CCJ
0.97%1.1%$426.6万4.2万股$434.3万4.0万股+1,893股+4.73%加仓
DatadogDDOG
0.92%0.45%$406.9万1.6万股$178.7万1.5万股+495股+3.27%加仓
谷歌AGOOGL
0.92%0.82%$405.7万1.1万股$324.5万1.1万股+68股+0.60%加仓
ADVANCE AUTO PARTSAAP
0.9%0.81%$396.8万6.4万股$321.0万6.1万股+2,920股+4.80%加仓
直觉外科ISRG
0.86%1.04%$379.2万9,536股$410.1万8,895股+641股+7.21%加仓
VENTAS COMVTR
0.85%0.87%$374.7万4.2万股$343.1万4.2万股+247股+0.59%加仓
TradewebTW
0.83%1.1%$367.3万3.7万股$434.8万3.7万股-99股-0.27%减仓
CrowdStrikeCRWD
0.8%0.44%$353.3万4,630股$174.8万4,478股+152股+3.39%加仓
IiShares安硕·MSCI INDIA ETFINDA
0.72%0.75%$316.6万6.4万股$295.4万6.3万股+1,047股+1.66%加仓
威瑞森VZ
0.69%0.87%$302.1万7.1万股$343.9万6.9万股+2,839股+4.14%加仓
QQNITY ELECTRONICS COMMON STOCKQ
0.67%0.53%$295.1万1.8万股$209.5万1.8万股-87股-0.48%减仓
赛富时CRM
0.66%0.87%$289.1万1.8万股$343.5万1.8万股+52股+0.28%加仓
耐克NKE
0.65%0.84%$287.4万7.0万股$329.4万6.2万股+7,651股+12.27%加仓
S道富·EET SPDR PORTFOLIO SHORT TERM TREASURY ETFSPTS
0.63%0.66%$277.1万9.6万股$261.9万9.0万股+5,778股+6.44%加仓
埃克森美孚XOM
0.62%0.89%$274.7万2.0万股$348.7万2.1万股-464股-2.26%减仓
SSPDR标普500 ETFSPY
0.62%0.68%$271.4万3,634股$268.4万4,127股-493股-11.95%减仓
IiShares安硕·COREIJR
0.61%0.62%$269.9万1.8万股$243.7万2.0万股-1,408股-7.18%减仓
家得宝HD
0.58%0.58%$256.5万7,272股$228.7万6,953股+319股+4.59%加仓
雷神技术RTX
0.57%0.63%$252.3万1.3万股$247.4万1.3万股+475股+3.70%加仓

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