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
PG PROCTER AND GAMBLE CO $32.80万0.04%2,238 00.0% — 不变
MU MICRON TECHNOLOGY INC $34.60万0.04%299 -127-29.8% -$14.70万 减仓
AXP AMERICAN EXPRESS CO $35.20万0.04%1,042 00.0% — 不变
MRSH MARSH & MCLENNAN COS INC $36.20万0.04%2,170 00.0% — 不变
VBK VANGUARDINDEX FDSSML CP GRW ETF $37.20万0.04%1,017 00.0% — 不变
VDE VANGUARD WORLD FDS $37.90万0.04%2,527 70.3% $1,050 加仓
GLW CORNING INC $38.30万0.04%1,500 00.0% — 不变
VHT VANGUARD WORLD FDS $40.50万0.04%1,355 00.0% — 不变
PDBC INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD $41.00万0.04%25,809 -19,098-42.5% -$30.34万 减仓
PNC PNC FINL SVCS GROUP INC $41.90万0.05%1,702 -2-0.1% -$492 减仓
GEV GE VERNOVA INC $42.30万0.05%360 -23-6.0% -$2.70万 减仓
MINT PIMCO ETF TR $43.50万0.05%4,312 00.0% — 不变
IVW ISHARES TR S&P 500 GRWT ETF $44.00万0.05%3,196 00.0% — 不变
GOOGL ALPHABET INC $44.50万0.05%1,245 00.0% — 不变
FNB F N B CORP $44.90万0.05%23,531 00.0% — 不变
IYW ISHARES TR $46.30万0.05%1,835 00.0% — 不变
UPS UNITED PARCEL SERVICE INC $48.30万0.05%4,493 -299-6.2% -$3.21万 减仓
LLY ELI LILLY & CO $49.90万0.05%416 00.0% — 不变
ORCL ORACLE CORP $50.80万0.05%3,468 00.0% — 不变
QCOM QUALCOMM INC $51.70万0.06%2,800 00.0% — 不变
VUG VANGUARD INDEX FDS GROWTH $52.80万0.06%6,126 4,620306.8% $39.82万 加仓
VTV VANGUARD INDEX FDS VALUE $53.00万0.06%2,433 1,06277.5% $23.13万 加仓
IJR ISHARES TR CORE S&P SCP ETF $54.10万0.06%3,651 00.0% — 不变
NEAR ISHARES U S ETF TR BLACKROCK ST MAT $57.70万0.06%11,399 -176-1.5% -$8,909 减仓
GE GENERAL ELECTRIC CO $57.80万0.06%1,546 00.0% — 不变
C CITIGROUP INC $58.80万0.06%4,202 -2-0.0% -$280 减仓
VIG VANGUARD SPECIALIZED $61.50万0.07%2,601 00.0% — 不变
CSCO CISCO SYS INC $61.50万0.07%5,235 -138-2.6% -$1.62万 减仓
OKE ONEOK INC NEW $62.60万0.07%7,206 -2,132-22.8% -$18.52万 减仓
IJT ISHARES TR S&P SML 600 GWT $63.00万0.07%3,530 00.0% — 不变
XLP SELECT SECTOR SPDR TR $64.60万0.07%7,775 00.0% — 不变
IUSV ISHARES TR CORE S&P US VLU $64.60万0.07%5,864 00.0% — 不变
SPG SIMON PPTY GROUP INC NEW $67.10万0.07%3,000 00.0% — 不变
SHV ISHARES TR SHORT TREAS BD $70.90万0.08%6,425 -608-8.6% -$6.71万 减仓
VBR VANGUARD INDEX SM CP VAL $72.00万0.08%2,963 60.2% $1,458 加仓
IBDR ISHARES TR IBONDS DEC2026 $73.40万0.08%30,293 6,48527.2% $15.71万 加仓
SCHH SCHWAB STRATEGIC TR $77.00万0.08%32,499 -881-2.6% -$2.09万 减仓
CAT CATERPILLAR INC $83.00万0.09%779 00.0% — 不变
XLV SELECT SECTOR SPDR TR $84.50万0.09%5,324 00.0% — 不变
IWD ISHARES TR RUS 1000 VAL ETF $86.30万0.09%3,559 00.0% — 不变
JPM JPMORGAN CHASE & CO $87.10万0.09%2,662 -2-0.1% -$654 减仓
VT VANGUARD INTL EQUITY INDEX F $88.80万0.10%5,658 00.0% — 不变
JNJ JOHNSON & JOHNSON $90.10万0.10%3,549 00.0% — 不变
AMZN AMAZON COM INC $94.70万0.10%3,972 -92-2.3% -$2.19万 减仓
VGT VANGUARD WORLD FDS $99.60万0.11%8,336 00.0% — 不变
— EXXON MOBIL CORP $101.30万0.11%7,406 10.0% $137 加仓
GOOG ALPHABET INC $101.60万0.11%2,875 00.0% — 不变
IEMG ISHARES INC CORE MSCI EMKT $104.70万0.11%12,636 -66-0.5% -$5,469 减仓
JPST J P MORGAN EXCHANGE $108.20万0.12%21,396 -199-0.9% -$1.01万 减仓
VXF VANGUARD INDEX FDS $120.80万0.13%4,905 -176-3.5% -$4.33万 减仓
VUSB VANGUARD BD INDEX FDS $136.60万0.15%27,434 -107-0.4% -$5,328 减仓
EEM ISHARES TR MSCI EMG MKT ETF $137.30万0.15%20,072 00.0% — 不变
ABBV ABBVIE INC $138.50万0.15%5,506 30.1% $755 加仓
GOVT ISHARES TR US TREAS BD ETF $140.00万0.15%61,454 -3,899-6.0% -$8.88万 减仓
QQQ INVESCO QQQ TR $144.10万0.16%1,957 00.0% — 不变
IBDZ ISHARES TR IBONDS DEC 2034 $150.30万0.16%57,696 57,696— $150.30万 新建仓
IBDY ISHARES TR IBONDS DEC 2033 $177.10万0.19%68,802 15,40628.9% $39.66万 加仓
IBDX ISHARES TR IBONDS DEC 2032 $182.30万0.20%72,379 00.0% — 不变
BRK/B BERKSHIRE HATHAWAY INC DEL $186.30万0.20%3,723 00.0% — 不变
AAPL APPLE INC $189.50万0.20%6,550 98017.6% $28.35万 加仓
MSFT MICROSOFT CORP $217.30万0.23%5,826 88017.8% $32.82万 加仓
IBDW ISHARES TR IBONDS DEC 2031 $218.30万0.24%104,751 48,22085.3% $100.49万 加仓
IWR ISHARES TR RUS MID CAP ETF $220.00万0.24%19,942 -10-0.1% -$1,103 减仓
IBDV ISHARES TR IBONDS DEC 2030 $248.00万0.27%113,743 11,36311.1% $24.78万 加仓
NVDA NVIDIA CORPORATION $248.60万0.27%12,426 -17-0.1% -$3,401 减仓
IVE ISHARES TR S&P 500 VAL ETF $255.20万0.28%11,238 00.0% — 不变
IVV ISHARES TR CORE S&P500 ETF $275.70万0.30%3,682 00.0% — 不变
SDY SPDR SER TR S&P DIVID ETF $284.50万0.31%18,698 -46-0.2% -$6,999 减仓
MGC VANGUARD WORLD FDS $286.00万0.31%10,452 00.0% — 不变
IBDS ISHARES TR IBONDS 27 ETF $286.90万0.31%118,468 35,09742.1% $85.00万 加仓
IBM INTERNATIONAL BUSINESS MACHS $297.90万0.32%10,592 20.0% $562 加仓
IBDT ISHARES TR IBDS DEC28 ETF $313.20万0.34%124,054 31,62434.2% $79.84万 加仓
VYMI VANGUARD WHITEHALL FDS $318.70万0.34%32,455 7222.3% $7.09万 加仓
MA MASTERCARD INCORPORATED $335.20万0.36%6,526 00.0% — 不变
IEFA ISHARES TR CORE MSCI EAFE $339.30万0.37%35,130 -51-0.1% -$4,926 减仓
EFA ISHARES TR MSCI EAFE ETF $347.50万0.38%33,457 -22-0.1% -$2,285 减仓
IXUS ISHARES TR CORE MSCI TOTAL $364.00万0.39%38,136 -1,575-4.0% -$15.03万 减仓
USRT ISHARES TR CRE U S REIT ETF $375.40万0.41%56,493 4,3848.4% $29.13万 加仓
IBDU ISHARES TR IBONDS DEC 29 $380.80万0.41%164,439 45,13037.8% $104.51万 加仓
VB VANGUARD INDEX FDS $467.10万0.50%15,410 100.1% $3,031 加仓
TJX TJX COS INC NEW $481.90万0.52%31,811 00.0% — 不变
IWB ISHARES TR RUS 1000 ETF $693.10万0.75%16,925 00.0% — 不变
VGSH VANGUARD SCOTTSDALE FDS $817.90万0.88%140,538 41,74742.3% $242.96万 加仓
VONE VANGUARD SCOTTSDALE FDS VNG RUS1000IDX $855.40万0.92%25,254 290.1% $9,823 加仓
VOO VANGUARD INDEX FDS $1,046.30万1.13%15,234 10,266206.6% $705.09万 加仓
OEF ISHARES TR S&P 100 ETF $1,069.90万1.16%29,243 -218-0.7% -$7.98万 减仓
SCHF SCHWAB STRATEGIC TR $1,107.30万1.20%399,736 -707-0.2% -$1.96万 减仓
ITOT ISHARES TR CORE S&P TTL STK $1,122.70万1.21%68,347 -18-0.0% -$2,957 减仓
VWO VANGUARD INTL EQUITY INDEX $1,228.00万1.33%205,733 -11-0.0% -$657 减仓
SCHP SCHWAB STRATEGIC TR US TIPS ETF $1,294.00万1.40%488,303 -44,448-8.3% -$117.79万 减仓
SPDW SPDR INDEX SHS FDS PORTFOLIO DEVLPD $1,391.60万1.50%276,167 16,1306.2% $81.28万 加仓
IWV ISHARES TR RUSSELL 3000 ETF $1,540.10万1.66%36,119 00.0% — 不变
SPTM SPDR SER TR PORTFOLI S&P1500 $1,870.90万2.02%206,069 -4,559-2.2% -$41.39万 减仓
VGIT VANGUARD SCOTTSDALE $1,880.10万2.03%318,766 -3,619-1.1% -$21.35万 减仓
SCHB SCHWAB STRATEGIC TR $1,926.80万2.08%665,320 -3,087-0.5% -$8.94万 减仓
ICSH ISHARES TR BLACKROCK ULTRA $2,139.10万2.31%422,906 18,6404.6% $94.28万 加仓
VNQ VANGUARD INDEX FDS $2,485.50万2.69%257,749 5,4122.1% $52.19万 加仓
IWF ISHARES TR RUS 1000 GRW ETF $2,565.50万2.77%206,612 00.0% — 不变
SPY SPDR S&P 500 ETF TR $2,920.50万3.16%39,108 -21-0.1% -$1.57万 减仓
VV VANGUARD INDEX FDS $3,247.50万3.51%94,428 4,2674.7% $146.75万 加仓