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 |
|---|---|---|---|---|---|---|---|---|
| BNY | BANK NEW YORK MELLON CORP | $0 | 0.00% | 0 | -7,073 | -100.0% | -$83.90万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -2,064 | -100.0% | -$46.65万 | 清仓 |
| — | ANNOVIS BIO INC | $1.86万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | GABELLI UTIL TR | $16.48万 | 0.01% | 25,000 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES INC | $19.57万 | 0.02% | 11,037 | 314 | 2.9% | $5,567 | 加仓 |
| NOW | SERVICENOW INC | $20.67万 | 0.02% | 2,082 | 162 | 8.4% | $1.61万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $21.12万 | 0.02% | 624 | -226 | -26.6% | -$7.65万 | 重新持有 |
| TRV | TRAVELERS COMPANIES INC | $21.92万 | 0.02% | 664 | 664 | — | $21.92万 | 新建仓 |
| AMGN | AMGEN INC | $22.01万 | 0.02% | 608 | 608 | — | $22.01万 | 新建仓 |
| ESML | ISHARES TR | $22.43万 | 0.02% | 4,010 | 4,010 | — | $22.43万 | 新建仓 |
| QCOM | QUALCOMM INC | $22.68万 | 0.02% | 1,227 | 1,227 | — | $22.68万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $23.75万 | 0.02% | 5,609 | 271 | 5.1% | $1.15万 | 加仓 |
| CCK | CROWN HLDGS INC | $23.83万 | 0.02% | 2,131 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $23.85万 | 0.02% | 787 | 787 | — | $23.85万 | 新建仓 |
| DMXF | ISHARES TR | $24.25万 | 0.02% | 2,867 | 34 | 1.2% | $2,876 | 加仓 |
| SPAB | SPDR SERIES TRUST | $24.44万 | 0.02% | 9,576 | 347 | 3.8% | $8,855 | 加仓 |
| VLO | VALERO ENERGY CORP | $25.19万 | 0.02% | 967 | 47 | 5.1% | $1.22万 | 加仓 |
| CMI | CUMMINS INC | $25.39万 | 0.02% | 356 | 356 | — | $25.39万 | 新建仓 |
| SFL | SFL CORPORATION LTD | $25.56万 | 0.02% | 25,059 | 59 | 0.2% | $602 | 加仓 |
| GLPI | GAMING & LEISURE P | $26.31万 | 0.02% | 5,909 | -139 | -2.3% | -$6,190 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $27.45万 | 0.02% | 4,599 | -12 | -0.3% | -$716 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $27.92万 | 0.02% | 753 | -9 | -1.2% | -$3,337 | 减仓 |
| FE | FIRSTENERGY CORP | $27.98万 | 0.02% | 5,886 | 87 | 1.5% | $4,136 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $28.13万 | 0.02% | 2,563 | 104 | 4.2% | $1.14万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $28.57万 | 0.02% | 3,148 | -709 | -18.4% | -$6.43万 | 减仓 |
| MPC | MARATHON PETE CORP | $28.58万 | 0.02% | 1,118 | 44 | 4.1% | $1.12万 | 加仓 |
| WFC | WELLS FARGO & CO | $29.03万 | 0.02% | 3,513 | -176 | -4.8% | -$1.45万 | 减仓 |
| NKE | NIKE INC | $30.59万 | 0.02% | 7,451 | -1,379 | -15.6% | -$5.66万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $30.89万 | 0.02% | 982 | -71 | -6.7% | -$2.23万 | 减仓 |
| KLAC | KLA CORP | $33.43万 | 0.03% | 1,108 | 1,108 | — | $33.43万 | 新建仓 |
| GEV | GE VERNOVA INC | $33.84万 | 0.03% | 288 | 34 | 13.4% | $3.99万 | 加仓 |
| LOW | LOWES COS INC | $33.96万 | 0.03% | 1,540 | 90 | 6.2% | $1.98万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $34.59万 | 0.03% | 6,288 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $35.33万 | 0.03% | 890 | 75 | 9.2% | $2.98万 | 加仓 |
| ITOT | ISHARES TR | $35.67万 | 0.03% | 2,171 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $36.67万 | 0.03% | 4,453 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $37.07万 | 0.03% | 1,946 | 473 | 32.1% | $9.01万 | 重新持有 |
| GSK | GSK PLC | $37.13万 | 0.03% | 7,083 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $37.50万 | 0.03% | 2,475 | 172 | 7.5% | $2.61万 | 加仓 |
| MMM | 3M CO | $38.05万 | 0.03% | 2,350 | 80 | 3.5% | $1.30万 | 加仓 |
| PFE | PFIZER INC | $38.17万 | 0.03% | 15,850 | 902 | 6.0% | $2.17万 | 加仓 |
| HSIC | SCHEIN HENRY INC | $38.23万 | 0.03% | 4,577 | -224 | -4.7% | -$1.87万 | 减仓 |
| DHR | DANAHER CORP DEL | $40.88万 | 0.03% | 2,146 | 96 | 4.7% | $1.83万 | 加仓 |
| SLV | ISHARES SILVER TR | $41.22万 | 0.03% | 7,709 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $41.70万 | 0.03% | 13,152 | 38 | 0.3% | $1,205 | 加仓 |
| QQQ | INVESCO QQQ TR | $43.01万 | 0.03% | 584 | 101 | 20.9% | $7.44万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $43.15万 | 0.03% | 1,166 | 2 | 0.2% | $740 | 加仓 |
| YORW | YORK WTR CO | $43.17万 | 0.03% | 14,085 | 226 | 1.6% | $6,927 | 加仓 |
| AMAT | APPLIED MATLS INC | $44.85万 | 0.04% | 620 | -807 | -56.6% | -$58.38万 | 重新持有 |
| LMT | LOCKHEED MARTIN CORP | $45.34万 | 0.04% | 890 | -23 | -2.5% | -$1.17万 | 减仓 |
| C | CITIGROUP INC | $45.61万 | 0.04% | 3,259 | 453 | 16.1% | $6.34万 | 加仓 |
| ORCL | ORACLE CORP | $45.73万 | 0.04% | 3,120 | 262 | 9.2% | $3.84万 | 加仓 |
| HEI/A | HEICO CORP NEW | $46.10万 | 0.04% | 1,787 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $47.47万 | 0.04% | 1,270 | 137 | 12.1% | $5.12万 | 加仓 |
| F | FORD MTR CO | $47.97万 | 0.04% | 34,510 | 700 | 2.1% | $9,730 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $48.76万 | 0.04% | 482 | 49 | 11.3% | $4.96万 | 加仓 |
| DIS | DISNEY WALT CO | $51.03万 | 0.04% | 5,302 | 303 | 6.1% | $2.92万 | 加仓 |
| MS | MORGAN STANLEY | $51.30万 | 0.04% | 2,454 | 188 | 8.3% | $3.93万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $51.62万 | 0.04% | 7,032 | 0 | 0.0% | — | 不变 |
| ORRF | ORRSTOWN FINL SVCS INC | $51.72万 | 0.04% | 12,666 | 72 | 0.6% | $2,940 | 加仓 |
| BAC | BANK OF AMER CORP | $52.36万 | 0.04% | 9,188 | 1,036 | 12.7% | $5.90万 | 加仓 |
| ESGU | ISHARES TR | $54.06万 | 0.04% | 3,303 | -135 | -3.9% | -$2.21万 | 减仓 |
| INTC | INTEL CORP | $55.67万 | 0.04% | 3,987 | 3,987 | — | $55.67万 | 新建仓 |
| — | FRANKLIN FINL SVCS CORP | $57.88万 | 0.05% | 9,246 | 17 | 0.2% | $1,064 | 加仓 |
| BLK | BLACKROCK INC | $58.51万 | 0.05% | 608 | -79 | -11.5% | -$7.60万 | 减仓 |
| EMR | EMERSON ELEC CO | $58.56万 | 0.05% | 4,091 | 23 | 0.6% | $3,292 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $59.31万 | 0.05% | 25,641 | 260 | 1.0% | $6,014 | 加仓 |
| PPL | PPL CORP | $60.10万 | 0.05% | 16,534 | -465 | -2.7% | -$1.69万 | 减仓 |
| T | AT&T INC | $60.43万 | 0.05% | 29,194 | -7,665 | -20.8% | -$15.87万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $65.09万 | 0.05% | 1,502 | 194 | 14.8% | $8.41万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $65.45万 | 0.05% | 1,790 | -4 | -0.2% | -$1,462 | 减仓 |
| CSX | CSX CORP | $65.60万 | 0.05% | 13,802 | 288 | 2.1% | $1.37万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $65.72万 | 0.05% | 5,413 | 14 | 0.3% | $1,700 | 加仓 |
| BIBL | NORTHERN LTS FD TR IV | $66.20万 | 0.05% | 11,437 | 47 | 0.4% | $2,720 | 加仓 |
| RTX | RTX CORPORATION | $66.40万 | 0.05% | 3,500 | 44 | 1.3% | $8,348 | 加仓 |
| HEI | HEICO CORP NEW | $66.80万 | 0.05% | 1,875 | -55 | -2.8% | -$1.96万 | 减仓 |
| FLXS | FLEXSTEEL INDS INC | $67.87万 | 0.05% | 9,112 | 0 | 0.0% | — | 不变 |
| MAA | MID-AMER APT CMNTYS INC | $68.67万 | 0.05% | 4,943 | -42 | -0.8% | -$5,835 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $71.28万 | 0.06% | 22,296 | -2,632 | -10.6% | -$8.41万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $72.92万 | 0.06% | 2,936 | 48 | 1.7% | $1.19万 | 加仓 |
| TFC | TRUIST FINL CORP | $74.51万 | 0.06% | 14,955 | 206 | 1.4% | $1.03万 | 加仓 |
| IWV | ISHARES TR | $77.72万 | 0.06% | 1,823 | 4 | 0.2% | $1,705 | 加仓 |
| ACNB | ACNB CORP | $79.81万 | 0.06% | 13,441 | 36 | 0.3% | $2,138 | 加仓 |
| SPTI | SPDR SERIES TRUST | $81.38万 | 0.06% | 28,666 | 1,752 | 6.5% | $4.97万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $81.92万 | 0.07% | 1,971 | -301 | -13.2% | -$12.51万 | 减仓 |
| USRT | ISHARES TR | $83.40万 | 0.07% | 12,551 | 12,551 | — | $83.40万 | 新建仓 |
| SPIB | SPDR SERIES TRUST | $85.02万 | 0.07% | 25,409 | -597 | -2.3% | -$2.00万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $92.30万 | 0.07% | 15,183 | 65 | 0.4% | $3,951 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $93.08万 | 0.07% | 6,000 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $96.78万 | 0.08% | 1,666 | 252 | 17.8% | $14.64万 | 加仓 |
| CSCO | CISCO SYS INC | $97.82万 | 0.08% | 8,328 | 369 | 4.6% | $4.33万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $98.13万 | 0.08% | 11,479 | -217 | -1.9% | -$1.86万 | 减仓 |
| EFA | ISHARES TR | $98.67万 | 0.08% | 9,498 | -107 | -1.1% | -$1.11万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $99.71万 | 0.08% | 4,452 | -891 | -16.7% | -$19.96万 | 减仓 |
| DHI | D R HORTON INC | $105.12万 | 0.08% | 6,454 | -228 | -3.4% | -$3.71万 | 减仓 |
| IWR | ISHARES TR | $108.95万 | 0.09% | 9,876 | -452 | -4.4% | -$4.99万 | 减仓 |
| MTB | M & T BK CORP | $109.60万 | 0.09% | 4,605 | -20 | -0.4% | -$4,760 | 减仓 |
| IJK | ISHARES TR | $109.89万 | 0.09% | 9,352 | 6 | 0.1% | $705 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $114.02万 | 0.09% | 4,631 | 56 | 1.2% | $1.38万 | 加仓 |
| IXUS | ISHARES TR | $117.90万 | 0.09% | 12,353 | 46 | 0.4% | $4,390 | 加仓 |