RKL Wealth Management LLC
LANCASTER PA · SEC CIK 0001604723
$12.54亿2026Q2 申报市值
189持仓数
57.8%前十大占比 · 第一大 18.9%
9 / 2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
SPMD 加仓+$275.59万
IEFA 加仓+$184.69万
SPSM 加仓+$136.03万
USRT 新建仓+$83.40万
VMBS 加仓+$72.54万
2026Q2 卖出最多 按季末市值估算
IVV 减仓-$471.95万
MU 减仓-$361.63万
BNY 清仓-$83.90万
NVDA 减仓-$73.43万
GOOGL 减仓-$68.37万
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $2.37亿 | 18.88% | 316,312 | -6,302 | -2.0% | -$471.95万 | 减仓 |
| IEFA | ISHARES TR | $1.17亿 | 9.32% | 1,210,097 | 19,123 | 1.6% | $184.69万 | 加仓 |
| IJH | ISHARES TR | $8,579.75万 | 6.84% | 1,112,664 | -4,835 | -0.4% | -$37.28万 | 减仓 |
| IJR | ISHARES TR | $5,647.89万 | 4.50% | 380,816 | -1,383 | -0.4% | -$20.51万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $5,412.84万 | 4.31% | 1,839,227 | -22,644 | -1.2% | -$66.64万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $4,865.88万 | 3.88% | 720,231 | 40,792 | 6.0% | $275.59万 | 加仓 |
| AAPL | APPLE INC | $3,447.65万 | 2.75% | 119,147 | -734 | -0.6% | -$21.24万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $3,424.75万 | 2.73% | 593,853 | 23,588 | 4.1% | $136.03万 | 加仓 |
| IEMG | ISHARES INC | $3,016.52万 | 2.40% | 364,138 | -1,248 | -0.3% | -$10.34万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $2,792.38万 | 2.23% | 473,445 | 11,580 | 2.5% | $68.30万 | 加仓 |
| GOOGL | ALPHABET INC | $2,596.59万 | 2.07% | 72,658 | -1,913 | -2.6% | -$68.37万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $2,519.71万 | 2.01% | 683,405 | -12,149 | -1.7% | -$44.79万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $2,153.29万 | 1.72% | 18,655 | -3,133 | -14.4% | -$361.63万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $2,140.19万 | 1.71% | 258,946 | 3,265 | 1.3% | $26.99万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $2,124.19万 | 1.69% | 627,716 | -9,181 | -1.4% | -$31.07万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $1,932.53万 | 1.54% | 412,846 | 15,496 | 3.9% | $72.54万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,862.33万 | 1.48% | 49,926 | 426 | 0.9% | $15.89万 | 加仓 |
| MBB | ISHARES TR | $1,813.52万 | 1.45% | 191,867 | 1,585 | 0.8% | $14.98万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $1,737.48万 | 1.39% | 480,896 | -5,598 | -1.2% | -$20.23万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,681.21万 | 1.34% | 84,023 | -3,670 | -4.2% | -$73.43万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,641.70万 | 1.31% | 592,672 | -11,608 | -1.9% | -$32.15万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,627.73万 | 1.30% | 49,728 | -176 | -0.4% | -$5.76万 | 减仓 |
| AMZN | AMAZON COM INC | $1,554.93万 | 1.24% | 65,240 | 297 | 0.5% | $7.08万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,248.54万 | 1.00% | 13,347 | -83 | -0.6% | -$7.76万 | 减仓 |
| AGZ | ISHARES TR | $809.64万 | 0.65% | 74,091 | -2,089 | -2.7% | -$22.83万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $783.09万 | 0.62% | 15,247 | -343 | -2.2% | -$17.62万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $695.06万 | 0.55% | 27,368 | 371 | 1.4% | $9.42万 | 加仓 |
| IVW | ISHARES TR | $688.46万 | 0.55% | 50,059 | -2,139 | -4.1% | -$29.42万 | 减仓 |
| VO | VANGUARD INDEX FDS | $637.64万 | 0.51% | 79,142 | -1,554 | -1.9% | -$12.52万 | 减仓 |
| URI | UNITED RENTALS INC | $629.26万 | 0.50% | 5,554 | -339 | -5.8% | -$38.41万 | 减仓 |
| AGG | ISHARES TR | $629.02万 | 0.50% | 63,551 | -875 | -1.4% | -$8.66万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $554.10万 | 0.44% | 8,068 | -350 | -4.2% | -$24.04万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $552.67万 | 0.44% | 11,023 | -183 | -1.6% | -$9.18万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $512.14万 | 0.41% | 6,711 | -612 | -8.4% | -$46.70万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $508.72万 | 0.41% | 6,812 | 95 | 1.4% | $7.09万 | 加仓 |
| CVX | CHEVRON CORPORATION | $500.97万 | 0.40% | 30,223 | 294 | 1.0% | $4.87万 | 加仓 |
| CAT | CATERPILLAR INC | $481.43万 | 0.38% | 4,521 | 140 | 3.2% | $14.91万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $439.08万 | 0.35% | 126,137 | 339 | 0.3% | $1.18万 | 加仓 |
| ABBV | ABBVIE INC | $432.60万 | 0.34% | 17,191 | 200 | 1.2% | $5.03万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $430.31万 | 0.34% | 118,673 | -1,493 | -1.2% | -$5.41万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $405.62万 | 0.32% | 8,106 | 150 | 1.9% | $7.51万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $396.27万 | 0.32% | 8,068 | -31 | -0.4% | -$1.52万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $390.41万 | 0.31% | 13,883 | 175 | 1.3% | $4.92万 | 加仓 |
| UNP | UNION PAC CORP | $388.18万 | 0.31% | 14,271 | -166 | -1.1% | -$4.52万 | 减仓 |
| TSLA | TESLA INC | $381.86万 | 0.30% | 9,079 | 72 | 0.8% | $3.03万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $375.18万 | 0.30% | 31,530 | -1,333 | -4.1% | -$15.86万 | 减仓 |
| IVE | ISHARES TR | $369.66万 | 0.29% | 16,280 | -253 | -1.5% | -$5.74万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $325.76万 | 0.26% | 22,215 | 383 | 1.8% | $5.62万 | 加仓 |
| — | EXXON MOBIL CORP | $317.21万 | 0.25% | 23,202 | 257 | 1.1% | $3.51万 | 加仓 |
| WMT | WALMART INC | $310.02万 | 0.25% | 27,373 | 661 | 2.5% | $7.49万 | 加仓 |
| BX | BLACKSTONE INC | $297.38万 | 0.24% | 25,272 | -527 | -2.0% | -$6.20万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $292.53万 | 0.23% | 8,258 | 77 | 0.9% | $2.73万 | 加仓 |
| IWM | ISHARES TR | $289.35万 | 0.23% | 9,630 | -503 | -5.0% | -$15.11万 | 减仓 |
| LLY | ELI LILLY & CO | $284.77万 | 0.23% | 2,374 | 88 | 3.8% | $10.56万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $279.71万 | 0.22% | 9,626 | -549 | -5.4% | -$15.95万 | 减仓 |
| EOG | EOG RES INC | $277.78万 | 0.22% | 21,412 | -763 | -3.4% | -$9.90万 | 减仓 |
| META | META PLATFORMS INC | $277.31万 | 0.22% | 4,923 | 165 | 3.5% | $9.29万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $265.29万 | 0.21% | 14,664 | 240 | 1.7% | $4.34万 | 加仓 |
| MO | ALTRIA GROUP INC | $260.43万 | 0.21% | 36,196 | 267 | 0.7% | $1.92万 | 加仓 |
| IWF | ISHARES TR | $258.03万 | 0.21% | 20,780 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $245.84万 | 0.20% | 6,958 | 750 | 12.1% | $26.50万 | 加仓 |
| NVO | NOVO-NORDISK A S | $244.55万 | 0.19% | 51,012 | -1,335 | -2.6% | -$6.40万 | 减仓 |
| HD | HOME DEPOT INC | $240.00万 | 0.19% | 6,805 | 234 | 3.6% | $8.25万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $237.94万 | 0.19% | 19,328 | -645 | -3.2% | -$7.94万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $237.36万 | 0.19% | 8,776 | 166 | 1.9% | $4.49万 | 加仓 |
| MCD | MCDONALDS CORP | $232.27万 | 0.19% | 8,593 | 22 | 0.3% | $5,947 | 加仓 |
| PEP | PEPSICO INC | $218.12万 | 0.17% | 16,109 | 434 | 2.8% | $5.88万 | 加仓 |
| IWD | ISHARES TR | $205.36万 | 0.16% | 8,471 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $202.70万 | 0.16% | 14,963 | 297 | 2.0% | $4.02万 | 加仓 |
| V | VISA INC | $197.19万 | 0.16% | 5,747 | 306 | 5.6% | $10.50万 | 加仓 |
| MPB | MID PENN BANCORP INC | $192.42万 | 0.15% | 55,230 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $186.25万 | 0.15% | 14,714 | -545 | -3.6% | -$6.90万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $181.80万 | 0.14% | 62,777 | -146 | -0.2% | -$4,228 | 减仓 |
| OKE | ONEOK INC NEW | $179.98万 | 0.14% | 20,702 | 467 | 2.3% | $4.06万 | 加仓 |
| IEI | ISHARES TR | $177.88万 | 0.14% | 15,146 | -855 | -5.3% | -$10.04万 | 减仓 |
| MRK | MERCK & CO INC | $176.84万 | 0.14% | 13,762 | 497 | 3.7% | $6.39万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $166.21万 | 0.13% | 4,912 | -628 | -11.3% | -$21.25万 | 减仓 |
| QLTA | ISHARES TR | $165.75万 | 0.13% | 34,880 | -3,645 | -9.5% | -$17.32万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $161.44万 | 0.13% | 22,658 | -96 | -0.4% | -$6,840 | 减仓 |
| MKL | MARKEL GROUP INC | $151.94万 | 0.12% | 778 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $139.15万 | 0.11% | 3,684 | 1,056 | 40.2% | $39.89万 | 加仓 |
| USXF | ISHARES TR | $137.19万 | 0.11% | 19,754 | -1,936 | -8.9% | -$13.45万 | 减仓 |
| DGRW | WISDOMTREE TR | $132.55万 | 0.11% | 13,862 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $132.54万 | 0.11% | 16,308 | 531 | 3.4% | $4.32万 | 加仓 |
| HSY | HERSHEY CO | $130.23万 | 0.10% | 7,423 | 48 | 0.7% | $8,421 | 加仓 |
| GLW | CORNING INC | $126.56万 | 0.10% | 4,955 | 122 | 2.5% | $3.12万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $125.98万 | 0.10% | 14,625 | -3 | -0.0% | -$258 | 减仓 |
| FULT | FULTON FINL CORP PA | $121.52万 | 0.10% | 50,235 | 230 | 0.5% | $5,564 | 加仓 |
| GLD | SPDR GOLD TR | $120.64万 | 0.10% | 3,275 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $119.02万 | 0.09% | 5,343 | 25 | 0.5% | $5,569 | 加仓 |
| DE | DEERE & CO | $118.55万 | 0.09% | 1,869 | 631 | 51.0% | $40.02万 | 加仓 |
| IXUS | ISHARES TR | $117.90万 | 0.09% | 12,353 | 46 | 0.4% | $4,390 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $114.02万 | 0.09% | 4,631 | 56 | 1.2% | $1.38万 | 加仓 |
| IJK | ISHARES TR | $109.89万 | 0.09% | 9,352 | 6 | 0.1% | $705 | 加仓 |
| MTB | M & T BK CORP | $109.60万 | 0.09% | 4,605 | -20 | -0.4% | -$4,760 | 减仓 |
| IWR | ISHARES TR | $108.95万 | 0.09% | 9,876 | -452 | -4.4% | -$4.99万 | 减仓 |
| DHI | D R HORTON INC | $105.12万 | 0.08% | 6,454 | -228 | -3.4% | -$3.71万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $99.71万 | 0.08% | 4,452 | -891 | -16.7% | -$19.96万 | 减仓 |
| EFA | ISHARES TR | $98.67万 | 0.08% | 9,498 | -107 | -1.1% | -$1.11万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $98.13万 | 0.08% | 11,479 | -217 | -1.9% | -$1.86万 | 减仓 |