Roberts Financial Services LLC
MARQUETTE MI · SEC CIK 0001767602
$3.14亿2026Q1 申报市值
31持仓数
84.7%前十大占比 · 第一大 18.0%
1 / 0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
IEUR 加仓+$1,854.40万
SPIB 加仓+$861.80万
IPAC 加仓+$542.47万
SPYV 加仓+$300.73万
LQD 加仓+$69.28万
2026Q1 卖出最多 按季末市值估算
USHY 减仓-$665.99万
SLYG 减仓-$641.87万
SPYG 减仓-$402.84万
VOE 减仓-$342.71万
SCHO 减仓-$320.11万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $21.72万 | 0.07% | 333 | 333 | — | $21.72万 | 新建仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $21.92万 | 0.07% | 14,007 | 121 | 0.9% | $1,894 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $22.09万 | 0.07% | 340 | 1 | 0.3% | $650 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $22.24万 | 0.07% | 2,619 | 3 | 0.1% | $255 | 加仓 |
| LLY | ELI LILLY & CO | $29.25万 | 0.09% | 318 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $29.74万 | 0.09% | 800 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $33.64万 | 0.11% | 1,325 | -85 | -6.0% | -$2.16万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $35.41万 | 0.11% | 3,059 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES TR | $39.81万 | 0.13% | 2,751 | -3,572 | -56.5% | -$51.69万 | 减仓 |
| SHV | ISHARES TR | $44.57万 | 0.14% | 4,037 | -3,432 | -45.9% | -$37.89万 | 减仓 |
| IJS | ISHARES TR | $44.94万 | 0.14% | 3,794 | -847 | -18.3% | -$10.03万 | 减仓 |
| AGG | ISHARES TR | $59.70万 | 0.19% | 6,014 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $91.74万 | 0.29% | 7,160 | -1,670 | -18.9% | -$21.40万 | 减仓 |
| IWS | ISHARES TR | $102.55万 | 0.33% | 7,036 | -2,110 | -23.1% | -$30.75万 | 减仓 |
| TLT | ISHARES TR | $133.89万 | 0.43% | 15,445 | -602 | -3.8% | -$5.22万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $167.12万 | 0.53% | 68,858 | -131,896 | -65.7% | -$320.11万 | 减仓 |
| LQD | ISHARES TR | $389.26万 | 1.24% | 35,715 | 6,357 | 21.7% | $69.28万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $582.02万 | 1.85% | 61,537 | -11,981 | -16.3% | -$113.32万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $584.37万 | 1.86% | 60,482 | -66,433 | -52.3% | -$641.87万 | 减仓 |
| IUSV | ISHARES TR | $1,127.62万 | 3.59% | 110,281 | -3,867 | -3.4% | -$39.54万 | 减仓 |
| SPTL | SPDR SERIES TRUST | $1,234.73万 | 3.93% | 469,478 | -55,260 | -10.5% | -$145.33万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $1,275.54万 | 4.06% | 49,565 | -9,557 | -16.2% | -$245.95万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $1,424.51万 | 4.53% | 77,301 | -18,597 | -19.4% | -$342.71万 | 减仓 |
| IUSG | ISHARES TR | $1,424.86万 | 4.53% | 91,861 | -10,714 | -10.4% | -$166.18万 | 减仓 |
| IPAC | ISHARES TR | $1,605.88万 | 5.11% | 209,892 | 70,902 | 51.0% | $542.47万 | 加仓 |
| GOVT | ISHARES TR | $1,869.12万 | 5.94% | 815,856 | -109,930 | -11.9% | -$251.85万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $2,814.22万 | 8.95% | 287,430 | -41,144 | -12.5% | -$402.84万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $3,109.76万 | 9.89% | 549,622 | 53,151 | 10.7% | $300.73万 | 加仓 |
| USHY | ISHARES TR | $3,592.89万 | 11.43% | 975,269 | -180,780 | -15.6% | -$665.99万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $3,839.21万 | 12.21% | 1,144,665 | 256,947 | 28.9% | $861.80万 | 加仓 |
| IEUR | ISHARES TR | $5,672.16万 | 18.04% | 807,195 | 263,897 | 48.6% | $1,854.40万 | 加仓 |