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

ROI Financial Advisors, LLC

No.7259 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.93亿
环比变动 Q1 2026
+$2,602.7万+15.6%
持仓股票数
70
新买入
5
加仓
34
减仓
28
清仓
1
持股不变
3
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
台积电TSM
6.29%5.18%$1,215.9万2.5万股$865.5万2.6万股-151股-0.59%减仓
谷歌AGOOGL
6.05%5.88%$1,169.9万3.3万股$982.8万3.4万股-1,442股-4.22%减仓
英伟达NVDA
6.05%6.32%$1,169.2万5.8万股$1,056.8万6.1万股-2,164股-3.57%减仓
博通AVGO
5.96%5.69%$1,151.0万3.0万股$951.9万3.1万股-286股-0.93%减仓
礼来LLY
5.91%5.42%$1,141.8万9,520股$905.8万9,848股-328股-3.33%减仓
苹果AAPL
5.59%5.81%$1,080.8万3.7万股$971.4万3.8万股-923股-2.41%减仓
PALO ALTOPANW
4.63%2.59%$895.1万2.6万股$433.4万2.7万股-784股-2.90%减仓
好市多COST
4.17%5.18%$805.9万8,615股$866.6万8,697股-82股-0.94%减仓
亚马逊AMZN
4%4.02%$773.3万3.2万股$672.1万3.2万股+174股+0.54%加仓
沃尔玛WMT
3.29%4.17%$636.2万5.6万股$697.2万5.6万股+79股+0.14%加仓
SSPDR黄金信托GLD
3.15%4.25%$609.0万1.7万股$710.3万1.7万股+25股+0.15%加仓
VisaV
3.07%3.18%$593.9万1.7万股$532.0万1.8万股-289股-1.64%减仓
微软MSFT
3.04%3.54%$588.0万1.6万股$592.4万1.6万股-238股-1.49%减仓
英特尔INTC
2.73%0.5%$526.7万3.8万股$82.8万1.9万股+1.9万股+101.02%加仓
万事达MA
2.69%3.15%$520.3万1.0万股$526.5万1.1万股-406股-3.85%减仓
家得宝HD
2.35%2.58%$455.0万1.3万股$430.7万1.3万股-193股-1.47%减仓
IiShares白银信托SLV
2.21%3.13%$426.2万8.0万股$523.9万7.7万股+2,811股+3.66%加仓
摩根大通JPM
1.87%1.92%$362.0万1.1万股$321.7万1.1万股+122股+1.12%加仓
F第一信托·UST MORNINGSTAR DIVIDEND LEADERS INDEX FUNDTDIV
1.83%2.18%$354.4万7.3万股$364.4万7.2万股+1,098股+1.53%加仓
IIBMIBM
1.78%1.77%$343.3万1.2万股$296.3万1.2万股-16股-0.13%减仓
伯克希尔哈撒韦BRK.B
1.36%1.52%$262.4万5,243股$254.6万5,313股-70股-1.32%减仓
卡特彼勒CAT
1.32%0.96%$254.8万2,392股$160.0万2,258股+134股+5.93%加仓
IINVESCO DORSEYPUI
1.2%1.26%$232.7万4.9万股$210.3万4.5万股+4,195股+9.38%加仓
F第一信托交易所交易基金IIIFPE
1.15%1.29%$222.8万12.5万股$216.4万12.2万股+2,646股+2.17%加仓
CCOCA COLA CONSCOKE
1.14%1.21%$219.8万1.2万股$202.4万1.1万股+955股+9.05%加仓
Arm控股ARM
0.95%0.44%$183.8万5,185股$73.9万4,883股+302股+6.18%加仓
Arista网络ANET
0.95%0.72%$183.6万1.1万股$120.3万9,795股+1,011股+10.32%加仓
杜克能源DUK
0.92%1.12%$178.3万1.4万股$186.6万1.4万股-171股-1.20%减仓
特斯拉TSLA
0.85%0.88%$165.2万3,927股$147.7万3,973股-46股-1.16%减仓
IiShares High Yield Systematic Bond ETFHYDB
0.79%1.02%$152.8万3.3万股$170.0万3.7万股-3,880股-10.62%减仓
可口可乐KO
0.78%0.84%$149.9万1.8万股$140.2万1.8万股+5股+0.03%加仓
宝洁PG
0.76%0.95%$146.5万9,992股$158.0万1.1万股-950股-8.68%减仓
应用材料AMAT
0.71%0.34%$136.4万1,887股$56.8万1,663股+224股+13.47%加仓
Meta平台META
0.58%0.68%$111.7万1,982股$113.9万1,991股-9股-0.45%减仓
切尼尔能源LNG
0.57%0.77%$110.6万4,627股$128.6万4,533股+94股+2.07%加仓
美光科技MU
0.57%0.13%$110.0万953股$22.4万662股+291股+43.96%加仓
埃克森美孚XOM
0.56%0.61%$108.0万7,896股$101.4万5,976股+1,920股+32.13%加仓
洛克希德马丁LMT
0.54%0.77%$104.1万2,042股$128.3万2,123股-81股-3.82%减仓
V先锋领航全球基金VDC
0.52%0.62%$101.0万4,479股$104.2万4,640股-161股-3.47%减仓
ADPADP
0.47%0.73%$91.2万4,073股$121.7万5,991股-1,918股-32.01%减仓
威瑞森VZ
0.4%0.46%$76.6万1.8万股$76.5万1.5万股+2,858股+18.75%加仓
AAT&TT
0.39%0.55%$75.1万3.6万股$91.7万3.2万股+4,619股+14.60%加仓
雪佛龙CVX
0.38%0.44%$72.8万4,394股$73.5万3,554股+840股+23.64%加仓
AMD超威AMD
0.35%0.15%$67.6万1,163股$24.7万1,213股-50股-4.12%减仓
阿默普莱斯AMP
0.34%0.38%$66.1万1,441股$64.0万1,439股+2股+0.14%加仓
V先锋领航指数基金VOO
0.34%0.34%$65.1万947股$56.6万947股00.00%持仓不变
FFLEXSHARES CORE SELECT BOND FUND CORE SELECT BOND FUNDBNDC
0.31%0.36%$60.4万2.7万股$60.3万2.7万股+256股+0.94%加仓
IDEXX LABS COMIDXX
0.28%0.33%$54.9万1,042股$54.5万970股+72股+7.42%加仓
AAMERICAN SUPERCONDUCTORAMSC
0.28%0.22%$53.3万1.3万股$36.3万1.1万股+2,111股+19.67%加仓
ALTRIAMO
0.26%0.24%$50.6万7,039股$39.3万5,956股+1,083股+18.18%加仓

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