13F 机构持仓

Roble, Belko & Company, Inc

SEWICKLEY PA · SEC CIK 0001642305

2026Q22026Q1 更早 9 个季度 🔒
$9.25亿2026Q2 申报市值
486持仓数
61.5%前十大占比 · 第一大 18.1%
19 / 21新建仓 / 清仓
申报市值走势$9.25亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VTI 18.1%
VXUS 10.2%
BND 6.9%
VEA 5.6%
VEU 3.8%
VYM 3.8%
XLK 3.7%
VV 3.5%
SPY 3.2%
IWF 2.8%

2026Q2 买入最多 按季末市值估算

BND 加仓+$1,665.11万
VTI 加仓+$776.75万
VOO 加仓+$705.09万
VXUS 加仓+$495.63万
VGSH 加仓+$242.96万

2026Q2 卖出最多 按季末市值估算

SCHP 减仓-$117.79万
SPTM 减仓-$41.39万
PDBC 减仓-$30.34万
VGIT 减仓-$21.35万
OKE 减仓-$18.52万

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
PNW PINNACLE WEST CAP CORP $5.40万0.01%500 00.0% — 不变
JEPQ J P MORGAN NASDAQ EQT PREM $5.40万0.01%871 00.0% — 不变
HSY HERSHEY CO $5.50万0.01%316 31.0% $522 加仓
EW EDWARDS LIFESCIENCES CORP $5.60万0.01%618 00.0% — 不变
ESGV VANGUARD WORLD FDS $5.60万0.01%422 00.0% — 不变
VOOG VANGUARD ADMIRAL FDS INC 500 GRTH IDX F $5.60万0.01%674 569.1% $4,653 加仓
SCHX SCHWAB STRATEGIC TR US LRG CAP ETF $5.70万0.01%1,953 50.3% $146 加仓
TXN TEXAS INSTRS INC $6.00万0.01%200 00.0% — 不变
MRK MERCK & CO INC $6.10万0.01%478 20.4% $255 加仓
ABT ABBOTT LABS $6.40万0.01%700 00.0% — 不变
GLD SPDR GOLD TR $6.50万0.01%177 00.0% — 不变
TEL TE CONNECTIVITY PLC $6.50万0.01%320 00.0% — 不变
LOW LOWES COS INC $6.60万0.01%300 00.0% — 不变
WDC WESTERN DIGITAL CORP $6.70万0.01%105 -80-43.2% -$5.10万 减仓
WMT WALMART INC $7.10万0.01%626 -3-0.5% -$340 减仓
PPL PPL CORP $7.10万0.01%1,954 00.0% — 不变
PH PARKER-HANNIFIN CORP $7.30万0.01%75 00.0% — 不变
WFC WELLS FARGO CO NEW $7.40万0.01%900 00.0% — 不变
IWN ISHARES TR RUS 2000 VAL ETF $7.50万0.01%340 00.0% — 不变
TROW PRICE T ROWE GROUP INC $7.50万0.01%660 00.0% — 不变
XLY SELECT SECTOR SPDR TR $7.60万0.01%646 00.0% — 不变
STLD STEEL DYNAMICS INC $7.70万0.01%337 10.3% $228 加仓
Q QNITY ELECTRONICS INC $7.90万0.01%485 00.0% — 不变
MFEM PIMCO EQUITY SER RAFI DYN EMERG $8.00万0.01%2,832 170.6% $480 加仓
SCHY SCHWAB STRATEGIC TR INTERNL DIVID $8.10万0.01%2,555 00.0% — 不变
MCD MCDONALDS CORP $8.50万0.01%314 00.0% — 不变
ROK ROCKWELL AUTOMATION INC $8.70万0.01%175 00.0% — 不变
TGT TARGET CORP $9.00万0.01%686 60.9% $787 加仓
ACN ACCENTURE PLC IRELAND $9.00万0.01%727 00.0% — 重新持有
GRAL GRAIL INC $9.10万0.01%1,329 00.0% — 不变
SPLV INVESCO EXCH TRADED FD $9.20万0.01%1,230 00.0% — 不变
V VISA INC $9.20万0.01%268 00.0% — 不变
ECL ECOLAB INC $9.30万0.01%332 -1-0.3% -$280 减仓
WSBC WESBANCO INC $9.40万0.01%2,399 00.0% — 不变
GSLC GOLDMAN SACHS ETF TR $9.60万0.01%677 00.0% — 不变
MMM 3M CO $9.70万0.01%602 -6-1.0% -$967 减仓
INTC INTEL CORP $9.90万0.01%710 00.0% — 不变
SNDK SANDISK CORP $10.00万0.01%44 -17-27.9% -$3.86万 减仓
UNP UNION PAC CORP $10.50万0.01%386 00.0% — 不变
MO ALTRIA GROUP INC $10.80万0.01%1,500 00.0% — 不变
SO SOUTHERN CO $11.00万0.01%1,154 00.0% — 不变
IAU ISHARES GOLD TR ISHARES NEW $11.30万0.01%1,493 00.0% — 不变
AXON AXON ENTERPRISE INC $11.40万0.01%204 00.0% — 不变
COST COSTCO WHSL CORP $11.50万0.01%123 -13-9.6% -$1.22万 减仓
VZ VERIZON COMMUNICATIONS $12.00万0.01%2,834 00.0% — 不变
MET METLIFE INC $12.10万0.01%1,430 00.0% — 不变
XLE SELECT SECTOR SPDR TR $12.20万0.01%2,294 20.1% $106 加仓
SRE SEMPRA $12.20万0.01%1,316 00.0% — 不变
CLX CLOROX CO DEL $12.40万0.01%1,302 151.2% $1,429 加仓
PEP PEPSICO INC $12.70万0.01%939 40.4% $541 加仓
VRTX VERTEX PHARMACEUTICALS INC $13.90万0.02%279 00.0% — 不变
NUE NUCOR CORP $14.00万0.02%627 10.2% $223 加仓
AMP AMERIPRISE FINL INC $14.20万0.02%310 00.0% — 不变
BSV VANGUARD BD INDEX FDS $14.70万0.02%1,890 00.0% — 不变
VSS VANGUARD INTL EQUITY INDEX F $15.40万0.02%995 -16-1.6% -$2,476 减仓
ED CONSOLIDATED EDISON INC $15.50万0.02%1,400 00.0% — 不变
BA BOEING CO $15.70万0.02%723 00.0% — 不变
IJH ISHARES TR CORE S&P MCP ETF $15.80万0.02%2,044 20.1% $155 加仓
ADP AUTOMATIC DATA PROCESSING IN $16.00万0.02%713 00.0% — 不变
ENB ENBRIDGE INC $16.10万0.02%2,973 00.0% — 不变
GM GENERAL MTRS CO $16.30万0.02%2,114 00.0% — 不变
EMR EMERSON ELEC CO $16.90万0.02%1,178 10.1% $143 加仓
AKRE PROFESIONALLY MANAGED PORTFO AKRE FOCUS $17.00万0.02%3,202 00.0% — 不变
AVGO BROADCOM INC $17.10万0.02%452 -4-0.9% -$1,513 减仓
PPG PPG INDS INC $17.80万0.02%1,470 00.0% — 不变
NOW SERVICENOW INC $18.10万0.02%1,826 42630.4% $4.22万 加仓
BN BROOKFIELD CORP $19.20万0.02%4,500 00.0% — 不变
DLN WISDOMTREE TR US LARGECAP DIVD $19.30万0.02%2,000 00.0% — 不变
T AT&T INC $19.90万0.02%9,629 -700-6.8% -$1.45万 减仓
PFE PFIZER INC $19.90万0.02%8,245 -11-0.1% -$265 减仓
TSM TAIWAN SEMICONDUCTOR MFG LTD $20.60万0.02%432 00.0% — 不变
CVS CVS HEALTH CORP $20.70万0.02%2,000 -6-0.3% -$621 减仓
JEPI J P MORGAN EQUITY PREMIUM $21.00万0.02%3,721 651.8% $3,668 加仓
CRUS CIRRUS LOGIC INC $21.10万0.02%1,418 -582-29.1% -$8.66万 减仓
HEI/A HEICO CORP NEW $21.80万0.02%847 00.0% — 不变
VPU VANGUARD WORLD FD UTILITIES ETF $22.50万0.02%1,150 00.0% — 不变
PM PHILIP MORRIS INTL INC $22.90万0.02%1,266 00.0% — 不变
PYPL PAYPAL HLDGS INC $23.20万0.03%5,374 00.0% — 不变
AMD ADVANCED MICRO DEVICES INC $23.20万0.03%400 -58-12.7% -$3.36万 减仓
CTVA CORTEVA INC $24.10万0.03%2,843 00.0% — 不变
DFIV DIMENSIONAL ETF TRUST INTERNATNAL VAL $24.20万0.03%4,489 00.0% — 不变
ETN EATON CORP PLC $24.70万0.03%580 00.0% — 不变
IWM ISHARES TR RUSSELL 2000 ETF $25.20万0.03%840 00.0% — 不变
META META PLATFORMS INC $25.60万0.03%455 -1-0.2% -$563 减仓
TSLA TESLA INC $26.00万0.03%617 00.0% — 不变
SCHD SCHWAB STRATEGIC TR $26.80万0.03%8,458 1912.3% $6,052 加仓
VTIP VANGUARD MALVERN FDS $27.00万0.03%5,369 -159-2.9% -$7,996 减仓
VIGI VANGUARD WHITEHALL FDS $27.10万0.03%2,903 -117-3.9% -$1.09万 减仓
HD HOME DEPOT INC $27.40万0.03%778 -18-2.3% -$6,339 减仓
DUK DUKE ENERGY CORP NEW $27.60万0.03%2,182 00.0% — 不变
AMAT APPLIED MATLS INC $27.60万0.03%382 00.0% — 不变
BAC BANK AMERICA CORP $27.80万0.03%4,877 00.0% — 不变
MOAT VANECK ETF TRUST MRNGSTR WDE MOAT $28.10万0.03%2,700 00.0% — 不变
AJG GALLAGHER ARTHUR J & CO $28.20万0.03%1,229 -202-14.1% -$4.63万 减仓
— DIMENSIONAL ETF TRUST $28.70万0.03%6,477 00.0% — 不变
SCHE SCHWAB STRATEGIC TR $29.60万0.03%8,177 -290-3.4% -$1.05万 减仓
CVX CHEVRON CORP NEW $30.00万0.03%1,809 -20-1.1% -$3,317 减仓
QUAL ISHARES TR MSCI USA QLT FCT $30.00万0.03%1,367 00.0% — 不变
KO COCA COLA CO $30.20万0.03%3,713 -7-0.2% -$569 减仓
KBWB INVESCO EXCH TRADED FD TR II $32.50万0.04%3,500 00.0% — 不变