ROWLANDMILLER & PARTNERS.ADV
ATLANTA GA · SEC CIK 0000225816
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC COM | $3,288.09万 | 6.67% | 129,559 | -4,154 | -3.1% | -$105.42万 | 减仓 |
| GOOG | ALPHABET INC CAP STK CL C | $2,612.35万 | 5.30% | 91,067 | 1,844 | 2.1% | $52.90万 | 加仓 |
| PGR | PROGRESSIVE CORP COM | $2,027.69万 | 4.11% | 102,284 | -4,170 | -3.9% | -$82.67万 | 减仓 |
| WMT | WALMART INC COM | $1,957.01万 | 3.97% | 157,467 | -19,489 | -11.0% | -$242.21万 | 减仓 |
| MSFT | MICROSOFT CORP COM | $1,904.97万 | 3.86% | 51,462 | 3,256 | 6.8% | $120.53万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $1,580.23万 | 3.20% | 64,646 | -1,321 | -2.0% | -$32.29万 | 减仓 |
| KO | COCA COLA CO COM | $1,567.05万 | 3.18% | 206,055 | -3,348 | -1.6% | -$25.46万 | 减仓 |
| LLY | ELI LILLY & CO COM | $1,400.82万 | 2.84% | 15,230 | -1,194 | -7.3% | -$109.82万 | 减仓 |
| — | EXXON MOBIL CORP COM | $1,351.90万 | 2.74% | 79,683 | -2,719 | -3.3% | -$46.13万 | 减仓 |
| CMI | CUMMINS INC COM | $1,152.69万 | 2.34% | 21,424 | -1,418 | -6.2% | -$76.29万 | 减仓 |
| MCD | MCDONALDS CORP COM | $1,145.66万 | 2.32% | 36,862 | -1,419 | -3.7% | -$44.10万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $1,120.93万 | 2.27% | 223,292 | 13,711 | 6.5% | $68.83万 | 加仓 |
| CB | CHUBB LTD SWITZ COM | $1,086.86万 | 2.20% | 33,347 | -1,599 | -4.6% | -$52.12万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $1,077.29万 | 2.18% | 53,021 | -6,211 | -10.5% | -$126.20万 | 减仓 |
| CVX | CHEVRON | $1,049.17万 | 2.13% | 50,709 | -2,127 | -4.0% | -$44.01万 | 减仓 |
| HD | HOME DEPOT INC COM | $952.46万 | 1.93% | 28,959 | -1,917 | -6.2% | -$63.05万 | 减仓 |
| ABBV | ABBVIE INC COM | $936.66万 | 1.90% | 43,066 | -1,367 | -3.1% | -$29.73万 | 减仓 |
| QCOM | QUALCOMM INC COM | $881.50万 | 1.79% | 68,450 | 350 | 0.5% | $4.51万 | 加仓 |
| TFC | TRUIST FINL CORP COM | $847.16万 | 1.72% | 184,285 | -4,358 | -2.3% | -$20.03万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $759.14万 | 1.54% | 25,807 | 214 | 0.8% | $6.30万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $756.84万 | 1.53% | 43,397 | 377 | 0.9% | $6.57万 | 加仓 |
| INTC | INTEL CORP COM | $746.91万 | 1.51% | 169,251 | -8,145 | -4.6% | -$35.94万 | 减仓 |
| CFR | CULLEN FROST BANKERS INC COM | $707.18万 | 1.43% | 51,588 | -2,040 | -3.8% | -$27.96万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $535.73万 | 1.09% | 5,376 | -540 | -9.1% | -$53.81万 | 减仓 |
| AMGN | AMGEN INC COM | $518.87万 | 1.05% | 14,746 | -1,032 | -6.5% | -$36.31万 | 减仓 |
| COP | CONOCOPHILLIPS COM | $508.37万 | 1.03% | 38,513 | -889 | -2.3% | -$11.73万 | 减仓 |
| GPC | GENUINE PARTS CO COM | $501.73万 | 1.02% | 47,445 | -4,903 | -9.4% | -$51.85万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC CL B | $479.47万 | 0.97% | 48,736 | 353 | 0.7% | $3.47万 | 加仓 |
| MRK | MERCK & CO INC COM | $445.46万 | 0.90% | 37,032 | -2,317 | -5.9% | -$27.87万 | 减仓 |
| GILD | GILEAD SCIENCES INC COM | $445.29万 | 0.90% | 31,950 | -922 | -2.8% | -$12.85万 | 减仓 |
| SYY | SYSCO CORP COM | $394.39万 | 0.80% | 55,291 | -2,311 | -4.0% | -$16.48万 | 减仓 |
| AMZN | AMAZON COM INC COM | $374.09万 | 0.76% | 17,962 | 4,135 | 29.9% | $86.12万 | 加仓 |
| CPRT | COPART INC COM | $374.01万 | 0.76% | 112,654 | 11,180 | 11.0% | $37.12万 | 加仓 |
| CSX | CSX CORP COM | $350.28万 | 0.71% | 85,329 | -827 | -1.0% | -$3.39万 | 减仓 |
| VRT | VERTIV HOLDINGS CO COM CL A | $347.86万 | 0.71% | 13,882 | -21,450 | -60.7% | -$537.50万 | 减仓 |
| EMR | EMERSON ELEC CO COM | $336.00万 | 0.68% | 25,644 | -694 | -2.6% | -$9.09万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $330.60万 | 0.67% | 25,248 | -538 | -2.1% | -$7.04万 | 减仓 |
| WM | WASTE MGMT INC DEL COM | $330.18万 | 0.67% | 14,368 | -501 | -3.4% | -$11.51万 | 减仓 |
| IDCC | INTERDIGITAL INC COM | $327.34万 | 0.66% | 10,839 | -825 | -7.1% | -$24.92万 | 减仓 |
| SON | SONOCO PRODS CO COM | $324.30万 | 0.66% | 59,956 | -1,635 | -2.7% | -$8.84万 | 减仓 |
| WY | WEYERHAEUSER CO COM NEW | $323.88万 | 0.66% | 132,576 | 1,457 | 1.1% | $3.56万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC COM | $311.71万 | 0.63% | 34,580 | -1,077 | -3.0% | -$9.71万 | 减仓 |
| CTAS | CINTAS CORP COM | $309.45万 | 0.63% | 18,295 | -3,115 | -14.5% | -$52.69万 | 减仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATION CL A | $298.90万 | 0.61% | 14,296 | -850 | -5.6% | -$17.77万 | 减仓 |
| PKG | PACKAGING CORP AMER COM | $280.76万 | 0.57% | 13,229 | -810 | -5.8% | -$17.19万 | 减仓 |
| NEE | NEXTERA ENERGY INC COM | $279.14万 | 0.57% | 30,054 | -112 | -0.4% | -$1.04万 | 减仓 |
| AFL | AFLAC INC COM | $261.37万 | 0.53% | 23,823 | -1,671 | -6.6% | -$18.33万 | 减仓 |
| TXN | TEXAS INSTRS INC COM | $255.16万 | 0.52% | 13,143 | 265 | 2.1% | $5.14万 | 加仓 |
| BLK | BLACKROCK INC COM | $245.89万 | 0.50% | 2,556 | 943 | 58.5% | $90.72万 | 加仓 |
| ENVA | ENOVA INTL INC COM | $235.22万 | 0.48% | 17,317 | -2,110 | -10.9% | -$28.66万 | 减仓 |
| PSX | PHILLIPS 66 COM | $230.91万 | 0.47% | 12,675 | -207 | -1.6% | -$3.77万 | 减仓 |
| PFE | PFIZER INC COM | $218.17万 | 0.44% | 77,695 | -4,043 | -4.9% | -$11.35万 | 减仓 |
| SMCI | SUPER MICRO COMPUTER INC COM NEW | $203.14万 | 0.41% | 89,215 | -8,418 | -8.6% | -$19.17万 | 减仓 |
| NFLX | NETFLIX INC. COM | $197.49万 | 0.40% | 20,540 | 12,740 | 163.3% | $122.50万 | 加仓 |
| PAYX | PAYCHEX INC COM | $193.07万 | 0.39% | 20,958 | -7,949 | -27.5% | -$73.23万 | 减仓 |
| TECH | BIO-TECHNE CORP COM | $189.81万 | 0.38% | 36,320 | -1,060 | -2.8% | -$5.54万 | 减仓 |
| BA | BOEING CO COM | $187.08万 | 0.38% | 9,399 | -201 | -2.1% | -$4.00万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $183.94万 | 0.37% | 3,990 | -604 | -13.1% | -$27.84万 | 减仓 |
| WERN | WERNER ENTERPRISES INC COM | $181.20万 | 0.37% | 61,611 | -23,083 | -27.3% | -$67.89万 | 减仓 |
| MDT | MEDTRONIC PLC SHS | $178.13万 | 0.36% | 20,558 | -1,585 | -7.2% | -$13.73万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP COM | $174.55万 | 0.35% | 18,093 | -1,346 | -6.9% | -$12.99万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW COM | $173.43万 | 0.35% | 34,466 | 0 | 0.0% | — | 不变 |
| SNA | SNAP ON INC COM | $172.33万 | 0.35% | 4,744 | -639 | -11.9% | -$23.21万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC COM | $172.33万 | 0.35% | 12,031 | -390 | -3.1% | -$5.59万 | 减仓 |
| SWKS | SKYWORKS SOLUTIONS INC COM | $172.17万 | 0.35% | 32,152 | -2,949 | -8.4% | -$15.79万 | 减仓 |
| PSA | PUBLIC STORAGE OPER CO COM | $171.65万 | 0.35% | 6,336 | -62 | -1.0% | -$1.68万 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $169.82万 | 0.34% | 5,293 | 474 | 9.8% | $15.21万 | 加仓 |
| META | META PLATFORMS INC CL A | $165.16万 | 0.33% | 2,886 | 36 | 1.3% | $2.06万 | 加仓 |
| ROST | ROSS STORES INC COM | $158.05万 | 0.32% | 7,296 | -110 | -1.5% | -$2.38万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $153.63万 | 0.31% | 5,677 | 678 | 13.6% | $18.35万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $144.03万 | 0.29% | 5,942 | 3,180 | 115.1% | $77.08万 | 加仓 |
| COF | CAPITAL ONE FINL CORP COM | $139.91万 | 0.28% | 7,669 | -637 | -7.7% | -$11.62万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $132.88万 | 0.27% | 2,773 | 483 | 21.1% | $23.15万 | 加仓 |
| DLR | DIGITAL RLTY TR INC COM | $132.58万 | 0.27% | 7,356 | -790 | -9.7% | -$14.24万 | 减仓 |
| RNR | RENAISSANCERE HLDGS LTD COM | $130.62万 | 0.26% | 4,394 | -22 | -0.5% | -$6,540 | 减仓 |
| GE | GE AEROSPACE COM NEW | $127.95万 | 0.26% | 4,508 | -354 | -7.3% | -$10.05万 | 减仓 |
| PG | PROCTER & GAMBLE CO COM | $126.74万 | 0.26% | 8,774 | -628 | -6.7% | -$9.07万 | 减仓 |
| SO | SOUTHERN CO COM | $119.72万 | 0.24% | 12,403 | -275 | -2.2% | -$2.65万 | 减仓 |
| WEC | WEC ENERGY GROUP INC COM | $112.62万 | 0.23% | 9,728 | -816 | -7.7% | -$9.45万 | 减仓 |
| PNR | PENTAIR PLC SHS | $109.67万 | 0.22% | 12,590 | -64 | -0.5% | -$5,575 | 减仓 |
| SBUX | STARBUCKS CORP COM | $104.66万 | 0.21% | 11,682 | -1,652 | -12.4% | -$14.80万 | 减仓 |
| DIS | DISNEY WALT CO COM | $103.56万 | 0.21% | 10,745 | -4,200 | -28.1% | -$40.48万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $103.51万 | 0.21% | 3,976 | -410 | -9.3% | -$10.67万 | 减仓 |
| GEV | GE VERNOVA INC COM | $96.04万 | 0.19% | 1,100 | -94 | -7.9% | -$8.21万 | 减仓 |
| ULTA | ULTA BEAUTY INC COM | $94.09万 | 0.19% | 1,800 | 203 | 12.7% | $10.61万 | 加仓 |
| TFX | TELEFLEX INCORPORATED COM | $82.82万 | 0.17% | 6,924 | -135 | -1.9% | -$1.61万 | 减仓 |
| TGT | TARGET CORP COM | $82.03万 | 0.17% | 6,768 | -112 | -1.6% | -$1.36万 | 减仓 |
| MLI | MUELLER INDS INC COM | $76.18万 | 0.15% | 6,875 | 884 | 14.8% | $9.80万 | 加仓 |
| BF/B | BROWN FORMAN CORP CL B | $75.66万 | 0.15% | 28,616 | -6,305 | -18.1% | -$16.67万 | 减仓 |
| — | HONEYWELL INTL INC COM | $75.44万 | 0.15% | 3,337 | -799 | -19.3% | -$18.06万 | 减仓 |
| GNTX | GENTEX CORP COM | $70.03万 | 0.14% | 32,052 | -2,187 | -6.4% | -$4.78万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $69.49万 | 0.14% | 1,068 | 78 | 7.9% | $5.08万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $65.71万 | 0.13% | 2,285 | -300 | -11.6% | -$8.63万 | 减仓 |
| MU | MICRON TECHNOLOGY INC COM | $64.70万 | 0.13% | 1,915 | 570 | 42.4% | $19.26万 | 加仓 |
| VUG | VANGUARD GROWTH ETF | $63.73万 | 0.13% | 1,459 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC CL A | $61.03万 | 0.12% | 5,163 | 1,670 | 47.8% | $19.74万 | 加仓 |
| — | VANGUARD TOTAL STOCK MKT IDX ADM | $60.25万 | 0.12% | 3,856 | -681 | -15.0% | -$10.64万 | 减仓 |
| WU | WESTERN UN CO COM | $58.92万 | 0.12% | 67,488 | -3,583 | -5.0% | -$3.13万 | 减仓 |
| LULU | LULULEMON ATHLETICA INC COM | $53.77万 | 0.11% | 3,512 | -608 | -14.8% | -$9.31万 | 减仓 |
| FAST | FASTENAL CO COM | $53.55万 | 0.11% | 11,540 | -1,300 | -10.1% | -$6.03万 | 减仓 |