Roble, Belko & Company, Inc
SEWICKLEY PA · SEC CIK 0001642305
$7.87亿2026Q1 申报市值
487持仓数
60.3%前十大占比 · 第一大 17.6%
26 / 41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
BND 加仓+$1,236.47万
VXUS 加仓+$890.04万
VONE 新建仓+$744.40万
VTI 加仓+$476.18万
SCHP 加仓+$367.80万
2026Q1 卖出最多 按季末市值估算
SPTM 减仓-$294.69万
IEFA 减仓-$252.27万
XLK 减仓-$200.12万
SCHF 减仓-$187.53万
SCHB 减仓-$171.77万
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 |
|---|---|---|---|---|---|---|---|---|
| IWM | ISHARES TR RUSSELL 2000 ETF | $20.80万 | 0.03% | 840 | -60 | -6.7% | -$1.49万 | 减仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $20.90万 | 0.03% | 24,236 | -526 | -2.1% | -$4,536 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $20.90万 | 0.03% | 1,266 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD WORLD FD UTILITIES ETF | $22.80万 | 0.03% | 1,150 | 1,150 | — | $22.80万 | 新建仓 |
| TSLA | TESLA INC | $22.90万 | 0.03% | 617 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $23.20万 | 0.03% | 8,256 | 4,600 | 125.8% | $12.93万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST INTERNATNAL VAL | $23.70万 | 0.03% | 4,489 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $23.80万 | 0.03% | 2,843 | -653 | -18.7% | -$5.47万 | 减仓 |
| BAC | BANK AMERICA CORP | $23.80万 | 0.03% | 4,877 | 4,677 | 2,338.5% | $22.82万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $24.30万 | 0.03% | 5,374 | 5,374 | — | $24.30万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $25.20万 | 0.03% | 6,477 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $25.40万 | 0.03% | 8,267 | 476 | 6.1% | $1.46万 | 加仓 |
| MOAT | VANECK ETF TRUST MRNGSTR WDE MOAT | $26.10万 | 0.03% | 2,700 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $26.10万 | 0.03% | 456 | 200 | 78.1% | $11.45万 | 加仓 |
| QUAL | ISHARES TR MSCI USA QLT FCT | $26.20万 | 0.03% | 1,367 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $26.20万 | 0.03% | 796 | 401 | 101.5% | $13.20万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $26.70万 | 0.03% | 3,020 | -9,194 | -75.3% | -$81.28万 | 减仓 |
| VTV | VANGUARD INDEX FDS VALUE | $26.90万 | 0.03% | 1,371 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD MALVERN FDS | $27.60万 | 0.04% | 5,528 | -7,100 | -56.2% | -$35.45万 | 减仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $27.70万 | 0.04% | 3,500 | 3,500 | — | $27.70万 | 新建仓 |
| SCHE | SCHWAB STRATEGIC TR | $27.90万 | 0.04% | 8,467 | -3,077 | -26.7% | -$10.14万 | 减仓 |
| KO | COCA COLA CO | $28.30万 | 0.04% | 3,720 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $28.60万 | 0.04% | 2,182 | 0 | 0.0% | — | 不变 |
| CRUS | CIRRUS LOGIC INC | $28.90万 | 0.04% | 2,000 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $29.90万 | 0.04% | 10,329 | 6,675 | 182.7% | $19.32万 | 加仓 |
| VBK | VANGUARDINDEX FDSSML CP GRW ETF | $30.70万 | 0.04% | 1,017 | 1,014 | 33,800.0% | $30.61万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $31.00万 | 0.04% | 1,431 | 200 | 16.2% | $4.33万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $31.50万 | 0.04% | 1,042 | 0 | 0.0% | — | 不变 |
| PG | PROCTER AND GAMBLE CO | $32.30万 | 0.04% | 2,238 | -157 | -6.6% | -$2.27万 | 减仓 |
| IYW | ISHARES TR | $33.30万 | 0.04% | 1,835 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $33.40万 | 0.04% | 383 | 135 | 54.4% | $11.77万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $35.50万 | 0.05% | 1,704 | 100 | 6.2% | $2.08万 | 加仓 |
| GOOGL | ALPHABET INC | $35.80万 | 0.05% | 1,245 | -94 | -7.0% | -$2.70万 | 减仓 |
| QCOM | QUALCOMM INC | $36.10万 | 0.05% | 2,800 | -5 | -0.2% | -$645 | 减仓 |
| IVW | ISHARES TR S&P 500 GRWT ETF | $36.10万 | 0.05% | 3,196 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FDS | $36.90万 | 0.05% | 1,355 | 1,195 | 746.9% | $32.54万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $37.60万 | 0.05% | 2,170 | -285 | -11.6% | -$4.94万 | 减仓 |
| CVX | CHEVRON CORP NEW | $37.80万 | 0.05% | 1,829 | 334 | 22.3% | $6.90万 | 加仓 |
| LLY | ELI LILLY & CO | $38.30万 | 0.05% | 416 | 399 | 2,347.1% | $36.73万 | 加仓 |
| FNB | F N B CORP | $39.30万 | 0.05% | 23,531 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $41.70万 | 0.05% | 5,373 | 257 | 5.0% | $1.99万 | 加仓 |
| MINT | PIMCO ETF TR | $43.40万 | 0.06% | 4,312 | -5,806 | -57.4% | -$58.44万 | 减仓 |
| VDE | VANGUARD WORLD FDS | $43.60万 | 0.06% | 2,520 | 434 | 20.8% | $7.51万 | 加仓 |
| GE | GENERAL ELECTRIC CO | $43.90万 | 0.06% | 1,546 | 543 | 54.1% | $15.42万 | 加仓 |
| IJR | ISHARES TR CORE S&P SCP ETF | $45.40万 | 0.06% | 3,651 | -1,894 | -34.2% | -$23.55万 | 减仓 |
| UPS | UNITED PARCEL SERVICE INC | $47.10万 | 0.06% | 4,792 | 312 | 7.0% | $3.07万 | 加仓 |
| C | CITIGROUP INC | $47.70万 | 0.06% | 4,204 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $51.00万 | 0.06% | 3,468 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES TR S&P SML 600 GWT | $51.10万 | 0.06% | 3,530 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $55.20万 | 0.07% | 779 | -112 | -12.6% | -$7.94万 | 减仓 |
| VIG | VANGUARD SPECIALIZED | $55.90万 | 0.07% | 2,601 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $56.00万 | 0.07% | 3,000 | 0 | 0.0% | — | 不变 |
| IBDR | ISHARES TR IBONDS DEC2026 | $57.70万 | 0.07% | 23,808 | 1 | 0.0% | $24 | 加仓 |
| NEAR | ISHARES U S ETF TR BLACKROCK ST MAT | $58.80万 | 0.07% | 11,575 | -72 | -0.6% | -$3,658 | 减仓 |
| IUSV | ISHARES TR CORE S&P US VLU | $60.00万 | 0.08% | 5,864 | -51 | -0.9% | -$5,218 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $63.70万 | 0.08% | 7,775 | -1,155 | -12.9% | -$9.46万 | 减仓 |
| VBR | VANGUARD INDEX SM CP VAL | $64.20万 | 0.08% | 2,957 | 1,714 | 137.9% | $37.21万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $71.70万 | 0.09% | 33,380 | -1,265 | -3.7% | -$2.72万 | 减仓 |
| VGT | VANGUARD WORLD FDS | $72.70万 | 0.09% | 1,042 | 1,000 | 2,381.0% | $69.77万 | 加仓 |
| IWD | ISHARES TR RUS 1000 VAL ETF | $76.00万 | 0.10% | 3,559 | 0 | 0.0% | — | 不变 |
| SHV | ISHARES TR SHORT TREAS BD | $77.60万 | 0.10% | 7,033 | 0 | 0.0% | — | 不变 |
| PDBC | INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD | $77.80万 | 0.10% | 44,907 | -9,251 | -17.1% | -$16.03万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $78.10万 | 0.10% | 5,324 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $78.30万 | 0.10% | 5,658 | -31 | -0.5% | -$4,290 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $78.40万 | 0.10% | 2,664 | -225 | -7.8% | -$6.62万 | 减仓 |
| GOOG | ALPHABET INC | $82.50万 | 0.10% | 2,875 | -10 | -0.3% | -$2,870 | 减仓 |
| OKE | ONEOK INC NEW | $84.40万 | 0.11% | 9,338 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $84.60万 | 0.11% | 4,064 | -373 | -8.4% | -$7.76万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $86.80万 | 0.11% | 3,549 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC CORE MSCI EMKT | $88.60万 | 0.11% | 12,702 | -11,305 | -47.1% | -$78.86万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $104.60万 | 0.13% | 5,081 | -1,348 | -21.0% | -$27.75万 | 减仓 |
| JPST | J P MORGAN EXCHANGE | $109.30万 | 0.14% | 21,595 | -11,786 | -35.3% | -$59.65万 | 减仓 |
| QQQ | INVESCO QQQ TR | $112.90万 | 0.14% | 1,957 | -80 | -3.9% | -$4.62万 | 减仓 |
| EEM | ISHARES TR MSCI EMG MKT ETF | $114.00万 | 0.14% | 20,072 | 0 | 0.0% | — | 不变 |
| IBDW | ISHARES TR IBONDS DEC 2031 | $118.30万 | 0.15% | 56,531 | 35,539 | 169.3% | $74.37万 | 加仓 |
| ABBV | ABBVIE INC | $119.70万 | 0.15% | 5,503 | 3 | 0.1% | $653 | 加仓 |
| — | EXXON MOBIL CORP | $125.60万 | 0.16% | 7,405 | 1,149 | 18.4% | $19.49万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $137.10万 | 0.17% | 27,541 | 6 | 0.0% | $299 | 加仓 |
| IBDY | ISHARES TR IBONDS DEC 2033 | $138.00万 | 0.18% | 53,396 | 48,610 | 1,015.7% | $125.63万 | 加仓 |
| AAPL | APPLE INC | $141.40万 | 0.18% | 5,570 | -238 | -4.1% | -$6.04万 | 减仓 |
| GOVT | ISHARES TR US TREAS BD ETF | $149.70万 | 0.19% | 65,353 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $178.40万 | 0.23% | 3,723 | -5 | -0.1% | -$2,396 | 减仓 |
| IBDX | ISHARES TR IBONDS DEC 2032 | $182.90万 | 0.23% | 72,379 | 65,266 | 917.6% | $164.93万 | 加仓 |
| MSFT | MICROSOFT CORP | $183.10万 | 0.23% | 4,946 | 40 | 0.8% | $1.48万 | 加仓 |
| IWR | ISHARES TR RUS MID CAP ETF | $194.00万 | 0.25% | 19,952 | -138 | -0.7% | -$1.34万 | 减仓 |
| IBDS | ISHARES TR IBONDS 27 ETF | $202.10万 | 0.26% | 83,371 | 62,370 | 297.0% | $151.19万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $217.00万 | 0.28% | 12,443 | -23 | -0.2% | -$4,011 | 减仓 |
| IBDV | ISHARES TR IBONDS DEC 2030 | $224.10万 | 0.28% | 102,380 | 75,978 | 287.8% | $166.31万 | 加仓 |
| IBDT | ISHARES TR IBDS DEC28 ETF | $234.10万 | 0.30% | 92,430 | 65,608 | 244.6% | $166.17万 | 加仓 |
| IVE | ISHARES TR S&P 500 VAL ETF | $237.30万 | 0.30% | 11,238 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR CORE S&P500 ETF | $240.50万 | 0.31% | 3,682 | 996 | 37.1% | $65.06万 | 加仓 |
| MGC | VANGUARD WORLD FDS | $247.00万 | 0.31% | 10,452 | 6,479 | 163.1% | $153.11万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $256.70万 | 0.33% | 10,590 | -334 | -3.1% | -$8.10万 | 减仓 |
| SDY | SPDR SER TR S&P DIVID ETF | $273.60万 | 0.35% | 18,744 | -821 | -4.2% | -$11.98万 | 减仓 |
| IBDU | ISHARES TR IBONDS DEC 29 | $277.50万 | 0.35% | 119,309 | 75,870 | 174.7% | $176.47万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $296.90万 | 0.38% | 4,968 | 62 | 1.3% | $3.71万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $299.10万 | 0.38% | 31,733 | -4,879 | -13.3% | -$45.99万 | 减仓 |
| USRT | ISHARES TR CRE U S REIT ETF | $308.40万 | 0.39% | 52,109 | 18,876 | 56.8% | $111.72万 | 加仓 |
| IEFA | ISHARES TR CORE MSCI EAFE | $318.50万 | 0.40% | 35,181 | -27,865 | -44.2% | -$252.27万 | 减仓 |
| EFA | ISHARES TR MSCI EAFE ETF | $325.20万 | 0.41% | 33,479 | -1,189 | -3.4% | -$11.55万 | 减仓 |