Rothschild Capital Partners, LLC
NEW YORK NY · SEC CIK 0001569833
$4.67亿2026Q2 申报市值
90持仓数
59.6%前十大占比 · 第一大 8.8%
7 / 11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
PROSHARES TR 新建仓+$776.94万
TSLA 新建仓+$335.89万
BND 加仓+$165.17万
IWN 新建仓+$163.58万
XLU 加仓+$142.92万
2026Q2 卖出最多 按季末市值估算
SH 减仓-$750.02万
XLY 重新持有-$156.08万
XLF 重新持有-$112.41万
NOW 清仓-$92.60万
IGV 清仓-$75.12万
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 | $4,089.29万 | 8.76% | 141,322 | 496 | 0.4% | $14.35万 | 加仓 |
| GOOGL | ALPHABET INC | $3,905.66万 | 8.37% | 109,289 | 1,570 | 1.5% | $56.11万 | 加仓 |
| SMH | VANECK ETF TRUST | $3,445.59万 | 7.38% | 52,533 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $3,400.99万 | 7.29% | 103,901 | 808 | 0.8% | $26.45万 | 加仓 |
| AMZN | AMAZON COM INC | $3,040.72万 | 6.52% | 127,579 | -2,141 | -1.7% | -$51.03万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $2,653.26万 | 5.69% | 167,229 | -3,775 | -2.2% | -$59.89万 | 减仓 |
| GLD | SPDR GOLD TR | $2,585.25万 | 5.54% | 70,179 | 612 | 0.9% | $22.54万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,825.26万 | 3.91% | 48,932 | -1,262 | -2.5% | -$47.08万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $1,435.55万 | 3.08% | 75,349 | 2,267 | 3.1% | $43.19万 | 加仓 |
| ECL | ECOLAB INC | $1,425.15万 | 3.05% | 51,152 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $1,421.62万 | 3.05% | 171,135 | 1,382 | 0.8% | $11.48万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $1,297.17万 | 2.78% | 70,030 | 536 | 0.8% | $9.93万 | 加仓 |
| GOOG | ALPHABET INC | $1,274.85万 | 2.73% | 36,081 | 178 | 0.5% | $6.29万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,208.58万 | 2.59% | 56,802 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $1,192.03万 | 2.55% | 34,744 | 29 | 0.1% | $9,950 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $1,020.29万 | 2.19% | 225,030 | 31,521 | 16.3% | $142.92万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $858.78万 | 1.84% | 233,618 | 500 | 0.2% | $1.84万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $857.89万 | 1.84% | 116,864 | 22,500 | 23.8% | $165.17万 | 加仓 |
| ACWI | ISHARES TR | $815.26万 | 1.75% | 51,937 | 0 | 0.0% | — | 不变 |
| — | PROSHARES TR | $776.94万 | 1.67% | 310,033 | 310,033 | — | $776.94万 | 新建仓 |
| XLRE | SELECT SECTOR SPDR TR | $508.68万 | 1.09% | 115,531 | 18,667 | 19.3% | $82.19万 | 加仓 |
| IJH | ISHARES TR | $455.97万 | 0.98% | 59,132 | 3,096 | 5.5% | $23.87万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $423.23万 | 0.91% | 21,152 | 554 | 2.7% | $11.08万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $415.67万 | 0.89% | 58,340 | 17,364 | 42.4% | $123.72万 | 加仓 |
| DCI | DONALDSON INC | $369.29万 | 0.79% | 41,137 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $335.89万 | 0.72% | 7,986 | 7,986 | — | $335.89万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $280.68万 | 0.60% | 52,848 | 378 | 0.7% | $2.01万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $269.62万 | 0.58% | 57,439 | 28,245 | 96.7% | $132.58万 | 加仓 |
| WMT | WALMART INC | $239.09万 | 0.51% | 21,110 | 22 | 0.1% | $2,492 | 加仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $215.13万 | 0.46% | 9,600 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $191.96万 | 0.41% | 6,389 | 1 | 0.0% | $300 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $167.67万 | 0.36% | 28,810 | 6,962 | 31.9% | $40.52万 | 加仓 |
| IWN | ISHARES TR | $163.58万 | 0.35% | 7,395 | 7,395 | — | $163.58万 | 新建仓 |
| PAVE | GLOBAL X FDS | $143.49万 | 0.31% | 24,353 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $142.26万 | 0.30% | 3,766 | 107 | 2.9% | $4.04万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $136.87万 | 0.29% | 17,319 | 1,225 | 7.6% | $9.68万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $133.87万 | 0.29% | 5,271 | 108 | 2.1% | $2.74万 | 加仓 |
| ROST | ROSS STORES INC | $133.03万 | 0.29% | 6,250 | 4 | 0.1% | $851 | 加仓 |
| LLY | ELI LILLY & CO | $123.54万 | 0.26% | 1,030 | 193 | 23.1% | $23.15万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $118.97万 | 0.25% | 5,459 | 1,352 | 32.9% | $29.46万 | 加仓 |
| IGOV | ISHARES TR | $106.24万 | 0.23% | 25,894 | 7,604 | 41.6% | $31.20万 | 加仓 |
| CAT | CATERPILLAR INC | $106.06万 | 0.23% | 996 | 2 | 0.2% | $2,130 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $103.43万 | 0.22% | 1,471 | 3 | 0.2% | $2,109 | 加仓 |
| VOLT | TEMA ETF TRUST | $102.68万 | 0.22% | 24,512 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $100.39万 | 0.22% | 1,344 | 3 | 0.2% | $2,241 | 加仓 |
| CSCO | CISCO SYS INC | $99.81万 | 0.21% | 8,497 | 19 | 0.2% | $2,232 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $99.75万 | 0.21% | 2,400 | 2,400 | — | $99.75万 | 新建仓 |
| BNY | BANK OF NY MELLON CORP | $98.61万 | 0.21% | 6,819 | 1,591 | 30.4% | $23.01万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $98.13万 | 0.21% | 1,961 | 6 | 0.3% | $3,002 | 加仓 |
| — | EXXON MOBIL CORP | $93.27万 | 0.20% | 6,822 | 559 | 8.9% | $7.64万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $87.81万 | 0.19% | 14,711 | 4,205 | 40.0% | $25.10万 | 加仓 |
| META | META PLATFORMS INC | $78.97万 | 0.17% | 1,402 | -843 | -37.6% | -$47.49万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $78.85万 | 0.17% | 1,148 | 120 | 11.7% | $8.24万 | 加仓 |
| STIP | ISHARES TR | $78.64万 | 0.17% | 7,698 | 2,445 | 46.5% | $24.98万 | 加仓 |
| RTX | RTX CORPORATION | $77.69万 | 0.17% | 4,095 | 6 | 0.1% | $1,138 | 加仓 |
| CMI | CUMMINS INC | $76.74万 | 0.16% | 1,076 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $76.06万 | 0.16% | 1,199 | 1 | 0.1% | $634 | 加仓 |
| SH | PROSHARES TR | $72.07万 | 0.15% | 21,827 | -227,141 | -91.2% | -$750.02万 | 减仓 |
| KO | COCA COLA CO | $70.71万 | 0.15% | 8,701 | 8,701 | — | $70.71万 | 新建仓 |
| DGX | QUEST DIAGNOSTICS INC | $68.31万 | 0.15% | 3,223 | 1 | 0.0% | $212 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $67.42万 | 0.14% | 7,354 | 3 | 0.0% | $275 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $66.75万 | 0.14% | 660 | 1 | 0.2% | $1,011 | 加仓 |
| IVV | ISHARES TR | $66.65万 | 0.14% | 890 | 128 | 16.8% | $9.59万 | 加仓 |
| REMX | VANECK ETF TRUST | $64.42万 | 0.14% | 7,279 | 0 | 0.0% | — | 不变 |
| COWZ | PACER FDS TR | $64.28万 | 0.14% | 10,335 | 3,544 | 52.2% | $22.04万 | 加仓 |
| HAL | HALLIBURTON CO | $63.33万 | 0.14% | 18,653 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $62.48万 | 0.13% | 3,769 | 1 | 0.0% | $166 | 加仓 |
| TJX | TJX COS INC NEW | $59.13万 | 0.13% | 3,903 | 2,403 | 160.2% | $36.41万 | 重新持有 |
| IDXX | IDEXX LABS INC | $56.38万 | 0.12% | 1,071 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $56.07万 | 0.12% | 6,077 | 7 | 0.1% | $646 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $56.06万 | 0.12% | 972 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $55.95万 | 0.12% | 2,070 | 54 | 2.7% | $1.46万 | 加仓 |
| DIS | DISNEY WALT CO | $54.03万 | 0.12% | 5,614 | 5 | 0.1% | $481 | 加仓 |
| IWB | ISHARES TR | $48.38万 | 0.10% | 1,181 | 2 | 0.2% | $819 | 加仓 |
| IJR | ISHARES TR | $46.57万 | 0.10% | 3,140 | 905 | 40.5% | $13.42万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $46.10万 | 0.10% | 1,897 | 639 | 50.8% | $15.53万 | 加仓 |
| IWP | ISHARES TR | $43.07万 | 0.09% | 2,942 | 886 | 43.1% | $12.97万 | 加仓 |
| WELL | WELLTOWER INC | $41.31万 | 0.09% | 1,820 | 6 | 0.3% | $1,362 | 加仓 |
| NFLX | NETFLIX INC. | $40.49万 | 0.09% | 5,671 | -5,853 | -50.8% | -$41.79万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $37.65万 | 0.08% | 7,023 | -20,968 | -74.9% | -$112.41万 | 重新持有 |
| TLT | ISHARES TR | $34.75万 | 0.07% | 4,021 | -789 | -16.4% | -$6.82万 | 减仓 |
| CGW | INVESCO EXCH TRADED FD TR II | $34.26万 | 0.07% | 5,213 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $32.74万 | 0.07% | 831 | 96 | 13.1% | $3.78万 | 重新持有 |
| IEFA | ISHARES TR | $32.25万 | 0.07% | 3,339 | 49 | 1.5% | $4,733 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $31.04万 | 0.07% | 927 | 0 | 0.0% | — | 不变 |
| JMST | J P MORGAN EXCHANGE TRADED F | $30.50万 | 0.07% | 5,980 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $28.86万 | 0.06% | 2,461 | -13,308 | -84.4% | -$156.08万 | 重新持有 |
| IEUR | ISHARES TR | $26.57万 | 0.06% | 3,535 | 66 | 1.9% | $4,961 | 加仓 |
| GEV | GE VERNOVA INC | $20.21万 | 0.04% | 172 | 172 | — | $20.21万 | 新建仓 |
| XLC | SELECT SECTOR SPDR TR | $20.19万 | 0.04% | 1,885 | 1,885 | — | $20.19万 | 新建仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -8,857 | -100.0% | -$92.60万 | 清仓 |
| IGV | ISHARES TR | $0 | 0.00% | 0 | -9,384 | -100.0% | -$75.12万 | 清仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $0 | 0.00% | 0 | -6,503 | -100.0% | -$74.69万 | 清仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | -1,482 | -100.0% | -$72.84万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -9,627 | -100.0% | -$69.25万 | 清仓 |
| MCK | MCKESSON CORP | $0 | 0.00% | 0 | -768 | -100.0% | -$66.46万 | 清仓 |
| STE | STERIS PLC | $0 | 0.00% | 0 | -2,877 | -100.0% | -$63.62万 | 清仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $0 | 0.00% | 0 | -3,759 | -100.0% | -$57.45万 | 清仓 |
| HCA | HCA HEALTHCARE INC | $0 | 0.00% | 0 | -1,126 | -100.0% | -$53.29万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,444 | -100.0% | -$21.12万 | 清仓 |