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 |
|---|---|---|---|---|---|---|---|---|
| MA | MASTERCARD INCORPORATED | $326.10万 | 0.41% | 6,526 | -86 | -1.3% | -$4.30万 | 减仓 |
| IXUS | ISHARES TR CORE MSCI TOTAL | $344.10万 | 0.44% | 39,711 | -2,061 | -4.9% | -$17.86万 | 减仓 |
| VB | VANGUARD INDEX FDS | $403.40万 | 0.51% | 15,400 | 2,232 | 17.0% | $58.47万 | 加仓 |
| TJX | TJX COS INC NEW | $508.00万 | 0.65% | 31,811 | -365 | -1.1% | -$5.83万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $578.30万 | 0.74% | 98,791 | 19,504 | 24.6% | $114.17万 | 加仓 |
| IWB | ISHARES TR RUS 1000 ETF | $603.50万 | 0.77% | 16,925 | -258 | -1.5% | -$9.20万 | 减仓 |
| VONE | VANGUARD SCOTTSDALE FDS VNG RUS1000IDX | $744.40万 | 0.95% | 25,225 | 25,225 | — | $744.40万 | 新建仓 |
| OEF | ISHARES TR S&P 100 ETF | $937.10万 | 1.19% | 29,461 | -917 | -3.0% | -$29.17万 | 减仓 |
| ITOT | ISHARES TR CORE S&P TTL STK | $973.70万 | 1.24% | 68,365 | -642 | -0.9% | -$9.14万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $991.10万 | 1.26% | 400,443 | -75,771 | -15.9% | -$187.53万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX | $1,112.00万 | 1.41% | 205,744 | -7,913 | -3.7% | -$42.77万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS PORTFOLIO DEVLPD | $1,187.10万 | 1.51% | 260,037 | -16,237 | -5.9% | -$74.12万 | 减仓 |
| IWV | ISHARES TR RUSSELL 3000 ETF | $1,338.90万 | 1.70% | 36,119 | 0 | 0.0% | — | 不变 |
| SCHP | SCHWAB STRATEGIC TR US TIPS ETF | $1,417.70万 | 1.80% | 532,751 | 138,214 | 35.0% | $367.80万 | 加仓 |
| SPTM | SPDR SER TR PORTFOLI S&P1500 | $1,665.20万 | 2.12% | 210,628 | -37,275 | -15.0% | -$294.69万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $1,677.70万 | 2.13% | 668,407 | -68,433 | -9.3% | -$171.77万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE | $1,919.80万 | 2.44% | 322,385 | 3,023 | 0.9% | $18.00万 | 加仓 |
| ICSH | ISHARES TR BLACKROCK ULTRA | $2,046.40万 | 2.60% | 404,266 | 602 | 0.1% | $3.05万 | 加仓 |
| IWF | ISHARES TR RUS 1000 GRW ETF | $2,202.50万 | 2.80% | 51,653 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $2,238.20万 | 2.85% | 252,337 | 25,089 | 11.0% | $222.54万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $2,413.60万 | 3.07% | 181,612 | -15,058 | -7.7% | -$200.12万 | 减仓 |
| SPY | SPDR S&P 500 ETF TR | $2,544.70万 | 3.24% | 39,129 | -728 | -1.8% | -$47.34万 | 减仓 |
| VV | VANGUARD INDEX FDS | $2,694.50万 | 3.43% | 90,161 | 2,864 | 3.3% | $85.59万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX | $3,101.90万 | 3.94% | 413,033 | -12,069 | -2.8% | -$90.64万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $3,136.10万 | 3.99% | 211,759 | -1,703 | -0.8% | -$25.22万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $4,604.80万 | 5.85% | 718,603 | 877 | 0.1% | $5.62万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $4,758.60万 | 6.05% | 646,202 | 167,908 | 35.1% | $1,236.47万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $8,053.30万 | 10.24% | 1,044,386 | 115,424 | 12.4% | $890.04万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1.38亿 | 17.60% | 431,499 | 14,843 | 3.6% | $476.18万 | 加仓 |