RKL Wealth Management LLC
LANCASTER PA · SEC CIK 0001604723
$11.11亿2026Q1 申报市值
179持仓数
57.6%前十大占比 · 第一大 19.0%
4 / 7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
JPM 加仓+$729.95万
BND 新建仓+$51.78万
EXXON MOBIL CORP 加仓+$32.90万
NSC 新建仓+$30.22万
GEV 新建仓+$22.17万
2026Q1 卖出最多 按季末市值估算
IVV 减仓-$3,136.71万
IJH 减仓-$797.87万
SCHX 减仓-$733.16万
IEFA 减仓-$632.01万
IJR 减仓-$366.63万
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 |
|---|---|---|---|---|---|---|---|---|
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -4,153 | -100.0% | -$73.82万 | 清仓 |
| AMAT | APPLIED MATLS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NFLX | NETFLIX INC | $0 | 0.00% | 0 | -2,618 | -100.0% | -$24.55万 | 清仓 |
| VEEV | VEEVA SYS INC | $0 | 0.00% | 0 | -1,042 | -100.0% | -$23.26万 | 清仓 |
| VGT | VANGUARD WORLD FD | $0 | 0.00% | 0 | -305 | -100.0% | -$22.97万 | 清仓 |
| SCHR | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -8,924 | -100.0% | -$22.38万 | 清仓 |
| XLK | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -784 | -100.0% | -$21.03万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -367 | -100.0% | -$20.79万 | 清仓 |
| — | ANNOVIS BIO INC | $2.23万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | GABELLI UTIL TR | $15.12万 | 0.01% | 25,000 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES INC | $16.78万 | 0.02% | 10,723 | 10,723 | — | $16.78万 | 新建仓 |
| NOW | SERVICENOW INC | $20.07万 | 0.02% | 1,920 | -70 | -3.5% | -$7,318 | 减仓 |
| CCK | CROWN HLDGS INC | $21.36万 | 0.02% | 2,131 | 0 | 0.0% | — | 不变 |
| DMXF | ISHARES TR | $21.37万 | 0.02% | 2,833 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $22.17万 | 0.02% | 254 | 254 | — | $22.17万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $22.73万 | 0.02% | 920 | -256 | -21.8% | -$6.33万 | 重新持有 |
| SPAB | SPDR SERIES TRUST | $23.64万 | 0.02% | 9,229 | 59 | 0.6% | $1,512 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $23.72万 | 0.02% | 2,459 | 2 | 0.1% | $193 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $24.91万 | 0.02% | 762 | -165 | -17.8% | -$5.39万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $24.92万 | 0.02% | 4,611 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $25.94万 | 0.02% | 815 | 3 | 0.4% | $955 | 加仓 |
| MPC | MARATHON PETE CORP | $26.22万 | 0.02% | 1,074 | 20 | 1.9% | $4,882 | 重新持有 |
| VZ | VERIZON COMMUNICATIONS INC | $26.80万 | 0.02% | 5,338 | 218 | 4.3% | $1.09万 | 加仓 |
| GLPI | GAMING & LEISURE P | $26.83万 | 0.02% | 6,048 | -68 | -1.1% | -$3,017 | 减仓 |
| SFL | SFL CORPORATION LTD | $26.98万 | 0.02% | 25,000 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $27.88万 | 0.03% | 483 | -1,194 | -71.2% | -$68.92万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $27.95万 | 0.03% | 1,308 | -81 | -5.8% | -$1.73万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $28.77万 | 0.03% | 1,414 | -43 | -3.0% | -$8,748 | 减仓 |
| WFC | WELLS FARGO & CO | $29.37万 | 0.03% | 3,689 | -4,437 | -54.6% | -$35.32万 | 减仓 |
| FE | FIRSTENERGY CORP | $29.38万 | 0.03% | 5,799 | -1,153 | -16.6% | -$5.84万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $30.22万 | 0.03% | 1,053 | 1,053 | — | $30.22万 | 新建仓 |
| DFUV | DIMENSIONAL ETF TRUST | $30.47万 | 0.03% | 6,288 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $30.92万 | 0.03% | 2,171 | 1 | 0.0% | $142 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $31.67万 | 0.03% | 4,453 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $31.82万 | 0.03% | 2,806 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $32.15万 | 0.03% | 1,133 | 165 | 17.0% | $4.68万 | 加仓 |
| MMM | 3M CO | $32.97万 | 0.03% | 2,270 | -87 | -3.7% | -$1.26万 | 减仓 |
| LOW | LOWES COS INC | $34.27万 | 0.03% | 1,450 | -223 | -13.3% | -$5.27万 | 减仓 |
| HSIC | SCHEIN HENRY INC | $35.38万 | 0.03% | 4,801 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $36.63万 | 0.03% | 433 | -124 | -22.3% | -$10.49万 | 减仓 |
| TJX | TJX COS INC NEW | $36.78万 | 0.03% | 2,303 | -114 | -4.7% | -$1.82万 | 减仓 |
| MS | MORGAN STANLEY | $37.29万 | 0.03% | 2,266 | 117 | 5.4% | $1.93万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $37.35万 | 0.03% | 1,164 | 45 | 4.0% | $1.44万 | 加仓 |
| HEI/A | HEICO CORP NEW | $37.73万 | 0.03% | 1,787 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $38.87万 | 0.03% | 2,050 | -62 | -2.9% | -$1.18万 | 减仓 |
| F | FORD MTR CO | $39.02万 | 0.04% | 33,810 | 196 | 0.6% | $2,262 | 加仓 |
| GSK | GSK PLC | $39.09万 | 0.04% | 7,083 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $39.60万 | 0.04% | 3,857 | -96 | -2.4% | -$9,856 | 减仓 |
| BAC | BANK AMERICA CORP | $39.74万 | 0.04% | 8,152 | -189 | -2.3% | -$9,214 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $40.23万 | 0.04% | 13,114 | -135 | -1.0% | -$4,142 | 减仓 |
| FLXS | FLEXSTEEL INDS INC | $40.95万 | 0.04% | 9,112 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $41.97万 | 0.04% | 14,948 | 264 | 1.8% | $7,413 | 加仓 |
| ORCL | ORACLE CORP | $42.05万 | 0.04% | 2,858 | -115 | -3.9% | -$1.69万 | 减仓 |
| YORW | YORK WTR CO | $42.20万 | 0.04% | 13,859 | 103 | 0.7% | $3,136 | 加仓 |
| ORRF | ORRSTOWN FINL SVCS INC | $45.44万 | 0.04% | 12,594 | 68 | 0.5% | $2,453 | 加仓 |
| NKE | NIKE INC | $46.64万 | 0.04% | 8,830 | -1,544 | -14.9% | -$8.16万 | 减仓 |
| — | HONEYWELL INTL INC | $46.65万 | 0.04% | 2,064 | 39 | 1.9% | $8,815 | 加仓 |
| — | FRANKLIN FINL SVCS CORP | $47.14万 | 0.04% | 9,229 | 11 | 0.1% | $562 | 加仓 |
| DIS | DISNEY WALT CO | $48.18万 | 0.04% | 4,999 | 81 | 1.6% | $7,807 | 加仓 |
| ESGU | ISHARES TR | $48.63万 | 0.04% | 3,438 | 8 | 0.2% | $1,131 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $51.78万 | 0.05% | 7,032 | 7,032 | — | $51.78万 | 新建仓 |
| SLV | ISHARES SILVER TR | $52.53万 | 0.05% | 7,709 | 998 | 14.9% | $6.80万 | 加仓 |
| HEI | HEICO CORP NEW | $52.93万 | 0.05% | 1,930 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $53.30万 | 0.05% | 4,068 | -128 | -3.1% | -$1.68万 | 减仓 |
| BIBL | NORTHERN LTS FD TR IV | $53.70万 | 0.05% | 11,390 | -248 | -2.1% | -$1.17万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $54.09万 | 0.05% | 5,399 | 14 | 0.3% | $1,402 | 加仓 |
| VBK | VANGUARD INDEX FDS | $54.21万 | 0.05% | 1,794 | -9 | -0.5% | -$2,720 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $55.21万 | 0.05% | 913 | -69 | -7.0% | -$4.17万 | 减仓 |
| CSX | CSX CORP | $55.48万 | 0.05% | 13,514 | -180 | -1.3% | -$7,389 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $58.94万 | 0.05% | 25,381 | -315 | -1.2% | -$7,314 | 减仓 |
| MAA | MID-AMER APT CMNTYS INC | $60.88万 | 0.05% | 4,985 | 41 | 0.8% | $5,007 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $61.48万 | 0.06% | 2,272 | -338 | -13.0% | -$9.15万 | 减仓 |
| CSCO | CISCO SYS INC | $61.76万 | 0.06% | 7,959 | -18 | -0.2% | -$1,397 | 减仓 |
| ACNB | ACNB CORP | $64.17万 | 0.06% | 13,405 | 3,307 | 32.7% | $15.83万 | 加仓 |
| PPL | PPL CORP | $64.94万 | 0.06% | 16,999 | -160 | -0.9% | -$6,112 | 减仓 |
| GLW | CORNING INC | $65.72万 | 0.06% | 4,833 | 988 | 25.7% | $13.43万 | 加仓 |
| BLK | BLACKROCK INC | $66.12万 | 0.06% | 687 | -20 | -2.8% | -$1.92万 | 减仓 |
| RTX | RTX CORPORATION | $66.66万 | 0.06% | 3,456 | 135 | 4.1% | $2.60万 | 加仓 |
| IWV | ISHARES TR | $67.41万 | 0.06% | 1,819 | 4 | 0.2% | $1,482 | 加仓 |
| TFC | TRUIST FINL CORP | $67.80万 | 0.06% | 14,749 | -1,998 | -11.9% | -$9.19万 | 减仓 |
| DE | DEERE & CO | $69.74万 | 0.06% | 1,238 | 39 | 3.3% | $2.20万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $77.14万 | 0.07% | 26,914 | -1,992 | -6.9% | -$5.71万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $80.64万 | 0.07% | 2,888 | 52 | 1.8% | $1.45万 | 加仓 |
| AVGO | BROADCOM INC | $81.34万 | 0.07% | 2,628 | -2,114 | -44.6% | -$65.43万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $83.58万 | 0.08% | 24,928 | -126 | -0.5% | -$4,225 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $83.90万 | 0.08% | 7,073 | -140 | -1.9% | -$1.66万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $85.54万 | 0.08% | 15,118 | -1,508 | -9.1% | -$8.53万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $87.22万 | 0.08% | 26,006 | -1,678 | -6.1% | -$5.63万 | 减仓 |
| NUE | NUCOR CORP | $89.93万 | 0.08% | 5,318 | 48 | 0.9% | $8,117 | 加仓 |
| VXUS | VANGUARD STAR FDS | $90.19万 | 0.08% | 11,696 | -1,091 | -8.5% | -$8.41万 | 减仓 |
| DHI | D R HORTON INC | $91.69万 | 0.08% | 6,682 | -15 | -0.2% | -$2,058 | 减仓 |
| EFA | ISHARES TR | $93.29万 | 0.08% | 9,605 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $94.04万 | 0.08% | 9,346 | -140 | -1.5% | -$1.41万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $95.20万 | 0.09% | 4,575 | 412 | 9.9% | $8.57万 | 加仓 |
| MTB | M & T BK CORP | $95.61万 | 0.09% | 4,625 | 13 | 0.3% | $2,688 | 加仓 |
| IWR | ISHARES TR | $100.42万 | 0.09% | 10,328 | -36 | -0.3% | -$3,500 | 减仓 |
| FULT | FULTON FINL CORP PA | $101.71万 | 0.09% | 50,005 | 237 | 0.5% | $4,821 | 加仓 |
| VUG | VANGUARD INDEX FDS | $106.48万 | 0.10% | 2,438 | 0 | 0.0% | — | 不变 |