ROWLANDMILLER & PARTNERS.ADV
ATLANTA GA · SEC CIK 0000225816
$5.49亿2026Q2 申报市值
195持仓数
39.5%前十大占比 · 第一大 6.7%
10 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
XOM 新建仓+$1,083.37万
MSFT 加仓+$96.84万
IBM 加仓+$81.69万
GILD 加仓+$55.59万
NFLX 加仓+$48.30万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$1,351.90万
INTC 减仓-$128.01万
AAPL 减仓-$85.74万
GOOG 减仓-$43.00万
TMUS 清仓-$39.80万
2026Q2 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 | $3,663.19万 | 6.68% | 126,596 | -2,963 | -2.3% | -$85.74万 | 减仓 |
| GOOG | ALPHABET INC CAP STK CL C | $3,174.69万 | 5.79% | 89,850 | -1,217 | -1.3% | -$43.00万 | 减仓 |
| INTC | INTEL CORP COM | $2,235.25万 | 4.07% | 160,083 | -9,168 | -5.4% | -$128.01万 | 减仓 |
| PGR | PROGRESSIVE CORP COM | $2,221.53万 | 4.05% | 101,695 | -589 | -0.6% | -$12.87万 | 减仓 |
| MSFT | MICROSOFT CORP COM | $2,016.51万 | 3.68% | 54,058 | 2,596 | 5.0% | $96.84万 | 加仓 |
| LLY | ELI LILLY & CO COM | $1,808.26万 | 3.30% | 15,075 | -155 | -1.0% | -$18.59万 | 减仓 |
| WMT | WALMART INC COM | $1,750.66万 | 3.19% | 154,570 | -2,897 | -1.8% | -$32.81万 | 减仓 |
| KO | COCA COLA CO COM | $1,674.32万 | 3.05% | 206,019 | -36 | -0.0% | -$2,926 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $1,629.29万 | 2.97% | 64,152 | -494 | -0.8% | -$12.55万 | 减仓 |
| CMI | CUMMINS INC COM | $1,499.65万 | 2.73% | 21,026 | -398 | -1.9% | -$28.39万 | 减仓 |
| QCOM | QUALCOMM INC COM | $1,266.27万 | 2.31% | 68,524 | 74 | 0.1% | $1.37万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $1,164.90万 | 2.12% | 52,016 | -1,005 | -1.9% | -$22.51万 | 减仓 |
| CB | CHUBB LIMITED COM | $1,137.66万 | 2.07% | 33,387 | 40 | 0.1% | $1.36万 | 加仓 |
| ABBV | ABBVIE INC COM | $1,088.24万 | 1.98% | 43,246 | 180 | 0.4% | $4.53万 | 加仓 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $1,083.37万 | 1.97% | 79,239 | 79,239 | — | $1,083.37万 | 新建仓 |
| HD | HOME DEPOT INC COM | $1,022.99万 | 1.86% | 29,006 | 47 | 0.2% | $1.66万 | 加仓 |
| MCD | MCDONALDS CORP COM | $994.94万 | 1.81% | 36,807 | -55 | -0.1% | -$1.49万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $976.33万 | 1.78% | 230,592 | 7,300 | 3.3% | $30.91万 | 加仓 |
| TFC | TRUIST FINL CORP COM | $904.95万 | 1.65% | 181,643 | -2,642 | -1.4% | -$13.16万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $871.37万 | 1.59% | 43,548 | 151 | 0.3% | $3.02万 | 加仓 |
| CVX | CHEVRON | $835.23万 | 1.52% | 50,387 | -322 | -0.6% | -$5.34万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $820.90万 | 1.50% | 25,078 | -729 | -2.8% | -$23.86万 | 减仓 |
| CFR | CULLEN FROST BANKERS INC COM | $795.65万 | 1.45% | 51,491 | -97 | -0.2% | -$1.50万 | 减仓 |
| GPC | GENUINE PARTS CO COM | $553.88万 | 1.01% | 46,946 | -499 | -1.1% | -$5.89万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC CL B | $540.50万 | 0.99% | 50,279 | 1,543 | 3.2% | $16.59万 | 加仓 |
| AMGN | AMGEN INC COM | $534.09万 | 0.97% | 14,748 | 2 | 0.0% | $724 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $491.34万 | 0.90% | 5,252 | -124 | -2.3% | -$11.60万 | 减仓 |
| MRK | MERCK & CO INC COM | $475.54万 | 0.87% | 37,007 | -25 | -0.1% | -$3,213 | 减仓 |
| VRT | VERTIV HOLDINGS CO COM CL A | $467.20万 | 0.85% | 13,953 | 71 | 0.5% | $2.38万 | 加仓 |
| GILD | GILEAD SCIENCES INC COM | $459.26万 | 0.84% | 36,350 | 4,400 | 13.8% | $55.59万 | 加仓 |
| SYY | SYSCO CORP COM | $458.16万 | 0.84% | 54,816 | -475 | -0.9% | -$3.97万 | 减仓 |
| AMZN | AMAZON COM INC COM | $418.86万 | 0.76% | 17,573 | -389 | -2.2% | -$9.27万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC COM | $411.75万 | 0.75% | 36,217 | 1,637 | 4.7% | $18.61万 | 加仓 |
| CSX | CSX CORP COM | $400.59万 | 0.73% | 84,281 | -1,048 | -1.2% | -$4.98万 | 减仓 |
| COP | CONOCOPHILLIPS COM | $398.03万 | 0.73% | 38,287 | -226 | -0.6% | -$2.35万 | 减仓 |
| TXN | TEXAS INSTRS INC COM | $391.86万 | 0.71% | 13,146 | 3 | 0.0% | $894 | 加仓 |
| ENVA | ENOVA INTL INC COM | $391.11万 | 0.71% | 16,247 | -1,070 | -6.2% | -$25.76万 | 减仓 |
| EMR | EMERSON ELEC CO COM | $367.84万 | 0.67% | 25,696 | 52 | 0.2% | $7,444 | 加仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATION CL A | $361.03万 | 0.66% | 13,714 | -582 | -4.1% | -$15.32万 | 减仓 |
| WY | WEYERHAEUSER CO COM NEW | $350.35万 | 0.64% | 146,344 | 13,768 | 10.4% | $32.96万 | 加仓 |
| SON | SONOCO PRODS CO COM | $338.90万 | 0.62% | 60,142 | 186 | 0.3% | $1.05万 | 加仓 |
| CPRT | COPART INC COM | $319.49万 | 0.58% | 113,334 | 680 | 0.6% | $1.92万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $319.42万 | 0.58% | 25,234 | -14 | -0.1% | -$1,772 | 减仓 |
| PKG | PACKAGING CORP AMER COM | $315.59万 | 0.58% | 13,244 | 15 | 0.1% | $3,574 | 加仓 |
| CTAS | CINTAS CORP COM | $311.17万 | 0.57% | 18,295 | 0 | 0.0% | — | 不变 |
| IDCC | INTERDIGITAL INC COM | $307.76万 | 0.56% | 10,870 | 31 | 0.3% | $8,777 | 加仓 |
| WM | WASTE MGMT INC DEL COM | $304.88万 | 0.56% | 13,679 | -689 | -4.8% | -$15.36万 | 减仓 |
| AFL | AFLAC INC COM | $276.45万 | 0.50% | 23,577 | -246 | -1.0% | -$2.88万 | 减仓 |
| NEE | NEXTERA ENERGY INC COM | $264.89万 | 0.48% | 30,180 | 126 | 0.4% | $1.11万 | 加仓 |
| SMCI | SUPER MICRO COMPUTER INC COM NEW | $264.79万 | 0.48% | 90,280 | 1,065 | 1.2% | $3.12万 | 加仓 |
| WERN | WERNER ENTERPRISES INC COM | $249.26万 | 0.45% | 57,157 | -4,454 | -7.2% | -$19.42万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $248.80万 | 0.45% | 8,847 | 2,905 | 48.9% | $81.69万 | 加仓 |
| BLK | BLACKROCK INC COM | $237.56万 | 0.43% | 2,470 | -86 | -3.4% | -$8.27万 | 减仓 |
| TECH | BIO-TECHNE CORP COM | $235.56万 | 0.43% | 33,341 | -2,979 | -8.2% | -$21.05万 | 减仓 |
| MU | MICRON TECHNOLOGY INC COM | $220.47万 | 0.40% | 1,910 | -5 | -0.3% | -$5,771 | 减仓 |
| PSX | PHILLIPS 66 COM | $216.18万 | 0.39% | 12,788 | 113 | 0.9% | $1.91万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $214.80万 | 0.39% | 5,168 | -509 | -9.0% | -$21.16万 | 减仓 |
| META | META PLATFORMS INC CL A | $209.93万 | 0.38% | 3,726 | 840 | 29.1% | $47.33万 | 加仓 |
| SWKS | SKYWORKS SOLUTIONS INC COM | $209.42万 | 0.38% | 30,887 | -1,265 | -3.9% | -$8.58万 | 减仓 |
| PAYX | PAYCHEX INC COM | $202.25万 | 0.37% | 20,568 | -390 | -1.9% | -$3.83万 | 减仓 |
| PSA | PUBLIC STORAGE COM | $201.77万 | 0.37% | 6,338 | 2 | 0.0% | $637 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $200.21万 | 0.36% | 5,410 | 117 | 2.2% | $4.33万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP COM | $198.73万 | 0.36% | 18,104 | 11 | 0.1% | $1,208 | 加仓 |
| BA | BOEING CO COM | $198.22万 | 0.36% | 9,157 | -242 | -2.6% | -$5.24万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC COM | $196.26万 | 0.36% | 12,041 | 10 | 0.1% | $1,630 | 加仓 |
| NFLX | NETFLIX INC. COM | $194.96万 | 0.36% | 27,305 | 6,765 | 32.9% | $48.30万 | 加仓 |
| PFE | PFIZER INC COM | $192.22万 | 0.35% | 79,826 | 2,131 | 2.7% | $5.13万 | 加仓 |
| SNA | SNAP ON INC COM | $190.68万 | 0.35% | 4,738 | -6 | -0.1% | -$2,415 | 减仓 |
| GE | GE AEROSPACE COM NEW | $168.58万 | 0.31% | 4,510 | 2 | 0.0% | $748 | 加仓 |
| MDT | MEDTRONIC PLC SHS | $164.35万 | 0.30% | 21,008 | 450 | 2.2% | $3.52万 | 加仓 |
| ROST | ROSS STORES INC COM | $159.55万 | 0.29% | 7,496 | 200 | 2.7% | $4.26万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $158.67万 | 0.29% | 3,990 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP COM | $153.86万 | 0.28% | 7,669 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW COM | $142.53万 | 0.26% | 34,494 | 28 | 0.1% | $1,157 | 加仓 |
| RNR | RENAISSANCERE HLDGS LTD COM | $138.97万 | 0.25% | 4,385 | -9 | -0.2% | -$2,852 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $138.76万 | 0.25% | 2,773 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC COM | $132.98万 | 0.24% | 7,404 | 48 | 0.7% | $8,621 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $129.73万 | 0.24% | 8,846 | 72 | 0.8% | $1.06万 | 加仓 |
| GEV | GE VERNOVA INC COM | $129.28万 | 0.24% | 1,100 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO COM | $118.71万 | 0.22% | 12,403 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP COM | $117.54万 | 0.21% | 11,502 | -180 | -1.5% | -$1.84万 | 减仓 |
| WEC | WEC ENERGY GROUP INC COM | $113.59万 | 0.21% | 9,728 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC COM | $107.74万 | 0.20% | 3,983 | 7 | 0.2% | $1,894 | 加仓 |
| ULTA | ULTA BEAUTY INC COM | $94.25万 | 0.17% | 2,090 | 290 | 16.1% | $13.08万 | 加仓 |
| DIS | DISNEY WALT CO COM | $93.85万 | 0.17% | 9,750 | -995 | -9.3% | -$9.58万 | 减仓 |
| MLI | MUELLER INDS INC COM | $92.39万 | 0.17% | 7,515 | 640 | 9.3% | $7.87万 | 加仓 |
| TGT | TARGET CORP COM | $88.40万 | 0.16% | 6,768 | 0 | 0.0% | — | 不变 |
| TFX | TELEFLEX INCORPORATED COM | $86.56万 | 0.16% | 6,829 | -95 | -1.4% | -$1.20万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $85.16万 | 0.16% | 1,466 | 6 | 0.4% | $3,485 | 加仓 |
| GNTX | GENTEX CORP COM | $83.02万 | 0.15% | 32,852 | 800 | 2.5% | $2.02万 | 加仓 |
| PNR | PENTAIR PLC SHS | $81.24万 | 0.15% | 10,596 | -1,994 | -15.8% | -$15.29万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $81.18万 | 0.15% | 1,087 | 19 | 1.8% | $1.42万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $75.95万 | 0.14% | 2,125 | -160 | -7.0% | -$5.72万 | 减仓 |
| BF/B | BROWN FORMAN CORP CL B | $75.84万 | 0.14% | 28,456 | -160 | -0.6% | -$4,264 | 减仓 |
| VUG | VANGUARD GROWTH ETF | $75.41万 | 0.14% | 8,754 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC COM | $73.05万 | 0.13% | 2,860 | 0 | 0.0% | — | 不变 |
| — | VANGUARD TOTAL STOCK MKT IDX ADM | $69.18万 | 0.13% | 3,839 | -17 | -0.4% | -$3,063 | 减仓 |
| — | HODGES SMALL CAP GROWTH RETAIL | $61.65万 | 0.11% | 22,622 | 0 | 0.0% | — | 不变 |
| AYI | ACUITY INC COM | $58.50万 | 0.11% | 1,553 | 0 | 0.0% | — | 不变 |
| MAS | MASCO CORP COM | $55.83万 | 0.10% | 6,861 | 7 | 0.1% | $570 | 加仓 |