RHODES INVESTMENT ADVISORS INC /ADV
FORT WORTH TX · SEC CIK 0001005186
$1.16亿2026Q1 申报市值
116持仓数
30.9%前十大占比 · 第一大 5.2%
15 / 12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
SOFI 新建仓+$55.75万
MTZ 新建仓+$55.18万
PLTR 加仓+$54.08万
HOOD 新建仓+$53.47万
ADBE 加仓+$43.03万
2026Q1 卖出最多 按季末市值估算
VUG 减仓-$176.11万
GDX 减仓-$125.03万
AMD 减仓-$82.53万
VTI 减仓-$78.73万
HTGC 清仓-$73.96万
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 |
|---|---|---|---|---|---|---|---|---|
| WMT | WALMART INC | $131.33万 | 1.13% | 10,567 | -4,873 | -31.6% | -$60.56万 | 减仓 |
| MOAT | VANECK ETF TRUST | $131.91万 | 1.14% | 13,642 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $140.13万 | 1.21% | 4,873 | 80 | 1.7% | $2.30万 | 加仓 |
| PFXF | VANECK ETF TRUST | $140.79万 | 1.21% | 80,269 | -1,800 | -2.2% | -$3.16万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 1.24% | 2 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $146.46万 | 1.26% | 19,259 | -162 | -0.8% | -$1.23万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $169.94万 | 1.46% | 10,354 | -253 | -2.4% | -$4.15万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $179.24万 | 1.54% | 13,487 | -475 | -3.4% | -$6.31万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $180.00万 | 1.55% | 26,362 | -75 | -0.3% | -$5,121 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $180.88万 | 1.56% | 12,365 | 3,697 | 42.7% | $54.08万 | 加仓 |
| DWLD | DAVIS FUNDAMENTAL ETF TR | $181.51万 | 1.56% | 41,431 | 1,270 | 3.2% | $5.56万 | 加仓 |
| SBUX | STARBUCKS CORP | $182.67万 | 1.57% | 20,390 | -486 | -2.3% | -$4.35万 | 减仓 |
| FDX | FEDEX CORP | $190.24万 | 1.64% | 5,341 | -188 | -3.4% | -$6.70万 | 减仓 |
| AMLP | ALPS ETF TR | $198.37万 | 1.71% | 37,685 | 675 | 1.8% | $3.55万 | 加仓 |
| IMCG | ISHARES TR | $206.18万 | 1.78% | 26,175 | -1,270 | -4.6% | -$10.00万 | 减仓 |
| GEV | GE VERNOVA INC | $214.83万 | 1.85% | 2,461 | 49 | 2.0% | $4.28万 | 加仓 |
| KRP | KIMBELL RTY PARTNERS LP | $216.41万 | 1.86% | 149,555 | 25,753 | 20.8% | $37.26万 | 加仓 |
| BN | BROOKFIELD CORP | $226.35万 | 1.95% | 55,931 | -1,578 | -2.7% | -$6.39万 | 减仓 |
| MSFT | MICROSOFT CORP | $231.05万 | 1.99% | 6,242 | 369 | 6.3% | $13.66万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $249.18万 | 2.15% | 14,288 | -31 | -0.2% | -$5,406 | 减仓 |
| AMZN | AMAZON COM INC | $264.44万 | 2.28% | 12,697 | 190 | 1.5% | $3.96万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $268.94万 | 2.32% | 24,277 | 1,560 | 6.9% | $17.28万 | 加仓 |
| — | EXXON MOBIL CORP | $275.29万 | 2.37% | 16,226 | -138 | -0.8% | -$2.34万 | 减仓 |
| IWY | ISHARES TR | $283.68万 | 2.44% | 11,400 | 85 | 0.8% | $2.12万 | 加仓 |
| GE | GE AEROSPACE | $288.42万 | 2.48% | 10,164 | -209 | -2.0% | -$5.93万 | 减仓 |
| AAPL | APPLE INC | $304.09万 | 2.62% | 11,982 | 10 | 0.1% | $2,538 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $342.37万 | 2.95% | 11,639 | -1,415 | -10.8% | -$41.62万 | 减仓 |
| GOOG | ALPHABET INC | $359.69万 | 3.10% | 12,539 | -64 | -0.5% | -$1.84万 | 减仓 |
| GDX | VANECK ETF TRUST | $423.24万 | 3.65% | 46,120 | -13,624 | -22.8% | -$125.03万 | 减仓 |
| META | META PLATFORMS INC | $439.05万 | 3.78% | 7,674 | -57 | -0.7% | -$3.26万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $598.33万 | 5.15% | 12,486 | -710 | -5.4% | -$34.02万 | 减仓 |