13F 机构持仓

ROWLANDMILLER & PARTNERS.ADV

ATLANTA GA · SEC CIK 0000225816

2026Q22026Q1 更早 9 个季度 🔒
$4.93亿2026Q1 申报市值
189持仓数
38.2%前十大占比 · 第一大 6.7%
2 / 8新建仓 / 清仓
申报市值走势$5.49亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 6.7%
GOOG 5.3%
PGR 4.1%
WMT 4.0%
MSFT 3.9%
JNJ 3.2%
KO 3.2%
LLY 2.8%
EXXON MOBIL CO 2.7%
CMI 2.3%

2026Q1 买入最多 按季末市值估算

NFLX 加仓+$122.50万
MSFT 加仓+$120.53万
BLK 加仓+$90.72万
AMZN 加仓+$86.12万
IBM 加仓+$77.08万

2026Q1 卖出最多 按季末市值估算

VRT 减仓-$537.50万
WMT 减仓-$242.21万
ADP 减仓-$126.20万
LLY 减仓-$109.82万
AAPL 减仓-$105.42万

2026Q1 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
BMO BANK MONTREAL MEDIUM COM $00.00%0 -4,476-100.0% -$58.09万 清仓
CF CF INDUSTRIES HOLD COM $00.00%0 -3,841-100.0% -$29.71万 清仓
RHLD RESOLUTE HLDGS MGMT INC COM $00.00%0 -1,078-100.0% -$22.25万 清仓
ET ENERGY TRANSFER L P COM UT LTD PTN $00.00%0 -11,600-100.0% -$19.13万 清仓
FDS FACTSET RESH SYS INC COM $00.00%0 -545-100.0% -$15.82万 清仓
WHR WHIRLPOOL CORP COM $00.00%0 -2,005-100.0% -$14.46万 清仓
SCHW SCHWAB CHARLES CORP COM $00.00%0 -1,445-100.0% -$14.44万 清仓
ROP ROPER TECHNOLOGIES INC COM $00.00%0 —— — 申报中断
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK $00.00%0 -1,295-100.0% -$10.63万 清仓
USB US BANCORP COM NEW $10.01万0.02%1,924 00.0% — 不变
MS MORGAN STANLEY COM NEW $10.06万0.02%611 00.0% — 不变
BAC BANK AMERICA CORP COM $10.20万0.02%2,092 00.0% — 不变
SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF $10.22万0.02%1,043 00.0% — 不变
IWV ISHARES RUSSELL 3000 ETF $10.56万0.02%285 00.0% — 不变
ADI ANALOG DEVICES INC COM $10.81万0.02%339 339— $10.81万 新建仓
LOW LOWES COS INC COM $11.25万0.02%476 00.0% — 不变
KMI KINDER MORGAN INC DEL COM $11.29万0.02%3,367 3,367— $11.29万 新建仓
MLM MARTIN MARIETTA MATLS INC COM $11.77万0.02%200 00.0% — 不变
CLS CELESTICA INC COM $12.68万0.03%450 00.0% — 不变
DE DEERE & CO COM $12.73万0.03%225 00.0% — 不变
TMO THERMO FISHER SCIENTIFIC INC COM $12.98万0.03%264 00.0% — 不变
ABT ABBOTT LABORATORIES COM $13.00万0.03%1,266 00.0% — 不变
RY ROYAL BK CDA COM $13.06万0.03%807 00.0% — 不变
DTE DTE ENERGY CO COM $13.12万0.03%897 00.0% — 不变
MA MASTERCARD INCORPORATED CL A $13.49万0.03%270 00.0% — 不变
BWXT BWX TECHNOLOGIES INC COM $13.70万0.03%670 00.0% — 不变
PH PARKER-HANNIFIN CORP COM $13.88万0.03%155 -10-6.1% -$8,952 减仓
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF $13.90万0.03%1,311 453.6% $4,772 加仓
VOO VANGUARD S&P 500 ETF $14.11万0.03%236 -3-1.3% -$1,794 减仓
NOC NORTHROP GRUMMAN CORP COM $14.33万0.03%210 00.0% — 不变
— TECHTRONIC INDS LTD SPONSORED ADR $14.63万0.03%2,200 00.0% — 不变
DGRO ISHARES CORE DIVIDEND GROWTH ETF $14.77万0.03%2,105 00.0% — 不变
— DIMENSIONAL U.S. CORE EQUITY 2 ETF $15.07万0.03%3,879 00.0% — 不变
ENB ENBRIDGE INC COM $15.44万0.03%2,851 00.0% — 不变
CBSH COMMERCE BANCSHARES INC COM $15.61万0.03%3,172 00.0% — 不变
BIO BIO RAD LABS INC CL A $15.75万0.03%565 00.0% — 不变
NEM NEWMONT CORP COM $15.97万0.03%1,475 20015.7% $2.16万 加仓
NSC NORFOLK SOUTHN CORP COM $16.24万0.03%566 -110-16.3% -$3.16万 减仓
BNY BANK NEW YORK MELLON CORP COM $16.35万0.03%1,378 -300-17.9% -$3.56万 减仓
RPM RPM INTL INC COM $16.49万0.03%1,659 90.5% $895 加仓
VFIAX VANGUARD 500 INDEX ADMIRAL $17.31万0.04%287 4217.1% $2.53万 加仓
MFC MANULIFE FINL CORP COM $17.44万0.04%5,063 00.0% — 不变
MPLX MPLX LP COM UNIT REP LTD $17.77万0.04%3,114 -1,627-34.3% -$9.29万 减仓
AMCR AMCOR PLC COM NEW $17.80万0.04%4,477 -12,809-74.1% -$50.92万 减仓
JBL JABIL INC COM $18.59万0.04%700 00.0% — 不变
V VISA INC COM CL A $19.00万0.04%628 -36-5.4% -$1.09万 减仓
VEA VANGUARD FTSE DEVELOPED MARKETS ETF $19.22万0.04%3,000 00.0% — 不变
AEP AMERICAN ELEC PWR CO INC COM $19.64万0.04%1,498 19014.5% $2.49万 加仓
CSCO CISCO SYS INC COM $21.33万0.04%2,749 -250-8.3% -$1.94万 减仓
QQQ INVESCO QQQ TRUST SERIES I $21.59万0.04%374 8328.5% $4.79万 加仓
BNL BROADSTONE NET LEASE INC COM $21.75万0.04%11,904 00.0% — 不变
— METLIFE INC PFD A FLT RATE $21.96万0.04%10,600 -200-1.9% -$4,144 减仓
CINF CINCINNATI FINL CORP COM $22.87万0.05%1,453 47047.8% $7.40万 加仓
LMT LOCKHEED MARTIN CORP COM $23.18万0.05%383 10.3% $605 加仓
— VANGUARD EXTENDED MARKET INDEX ADMIRAL $23.59万0.05%1,511 30.2% $468 加仓
DFUS DIMENSIONAL U.S. EQUITY MARKET ETF $23.90万0.05%3,370 00.0% — 不变
AVGO BROADCOM INC COM $24.30万0.05%785 00.0% — 不变
— SCHWAB S&P 500 INDEX $24.38万0.05%14,536 00.0% — 不变
CIEN CIENA CORP COM NEW $25.04万0.05%645 00.0% — 不变
FICO FAIR ISAAC CORP COM $26.69万0.05%250 00.0% — 不变
DFUV DIMENSIONAL US MARKETWIDE VALUE ETF $26.83万0.05%5,537 00.0% — 不变
TSLA TESLA INC COM $27.36万0.06%736 7010.5% $2.60万 加仓
MKC MCCORMICK & CO INC COM NON VTG $27.82万0.06%5,516 80.1% $404 加仓
ED CONSOLIDATED EDISON INC COM $28.49万0.06%2,517 -625-19.9% -$7.07万 减仓
AMD ADVANCED MICRO DEVICES INC COM $29.70万0.06%1,460 -40-2.7% -$8,137 减仓
CL COLGATE PALMOLIVE CO COM $30.36万0.06%3,562 00.0% — 不变
CMG CHIPOTLE MEXICAN GRILL INC COM $30.41万0.06%9,500 -1,519-13.8% -$4.86万 减仓
MO ALTRIA GROUP INC COM $31.36万0.06%4,752 -2,400-33.6% -$15.84万 减仓
SJM SMUCKER J M CO COM NEW $31.83万0.06%3,301 -160-4.6% -$1.54万 减仓
RTX RTX CORPORATION COM $31.98万0.06%1,657 -1,374-45.3% -$26.51万 减仓
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF $32.36万0.07%4,639 00.0% — 不变
HRL HORMEL FOODS CORP COM $32.37万0.07%14,291 -1,125-7.3% -$2.55万 减仓
EOG EOG RES INC COM $32.52万0.07%2,249 -2,298-50.5% -$33.23万 减仓
CAT CATERPILLAR INC COM $33.53万0.07%473 -100-17.5% -$7.09万 减仓
WTRG ESSENTIAL UTILS INC COM $33.68万0.07%8,363 90.1% $362 加仓
USMV ISHARES MSCI USA MIN VOL FACTOR ETF $33.68万0.07%3,632 00.0% — 不变
PEP PEPSICO INC COM $34.40万0.07%2,215 00.0% — 不变
VTV VANGUARD VALUE ETF $35.96万0.07%1,833 00.0% — 不变
ORCL ORACLE CORP COM $37.66万0.08%2,560 -2,868-52.8% -$42.19万 减仓
NUE NUCOR CORP COM $37.84万0.08%2,238 -140-5.9% -$2.37万 减仓
GPGI GPGI INC COM CL A $38.05万0.08%22,250 -3,100-12.2% -$5.30万 减仓
SHW SHERWIN WILLIAMS CO COM $38.09万0.08%1,188 -70-5.6% -$2.24万 减仓
GLW CORNING INC COM $38.89万0.08%2,860 00.0% — 不变
— FIDELITY INTERNATIONAL INDEX $38.97万0.08%6,348 00.0% — 不变
IEFA ISHARES CORE MSCI EAFE ETF $39.45万0.08%4,358 00.0% — 不变
TMUS T-MOBILE US INC COM $39.80万0.08%1,895 00.0% — 不变
T AT&T INC COM $41.36万0.08%14,268 00.0% — 不变
MAS MASCO CORP COM $41.38万0.08%6,854 -91-1.3% -$5,494 减仓
SCHD SCHWAB US DIVIDEND EQUITY ETF $42.03万0.09%13,700 3,03728.5% $9.32万 加仓
— DIMENSIONAL U.S. TARGETED VALUE ETF $42.14万0.09%6,748 00.0% — 不变
EG EVEREST GROUP LTD COM $42.82万0.09%1,310 00.0% — 不变
APD AIR PRODUCTS AND CHEMICALS INC COM $43.39万0.09%1,493 -40-2.6% -$1.16万 减仓
AYI ACUITY INC COM $43.52万0.09%1,553 00.0% — 不变
— SCHWAB TARGET 2050 INDEX $46.17万0.09%21,453 00.0% — 不变
— HODGES SMALL CAP GROWTH RETAIL $48.05万0.10%22,622 00.0% — 不变
CHD CHURCH & DWIGHT CO INC COM $48.42万0.10%5,188 -940-15.3% -$8.77万 减仓
MPC MARATHON PETE CORP COM $49.86万0.10%2,042 -180-8.1% -$4.40万 减仓
D DOMINION ENERGY INC COM $50.35万0.10%8,145 -120-1.5% -$7,419 减仓
FAST FASTENAL CO COM $53.55万0.11%11,540 -1,300-10.1% -$6.03万 减仓
LULU LULULEMON ATHLETICA INC COM $53.77万0.11%3,512 -608-14.8% -$9.31万 减仓