Roberts Financial Services LLC
MARQUETTE MI · SEC CIK 0001767602
$3.41亿2026Q2 申报市值
33持仓数
84.1%前十大占比 · 第一大 18.1%
2 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
B 新建仓+$163.13万
SPIB 加仓+$120.16万
IEUR 加仓+$117.05万
USHY 加仓+$83.98万
SPTL 加仓+$35.29万
2026Q2 卖出最多 按季末市值估算
SPYG 减仓-$174.50万
IUSG 减仓-$62.20万
VOT 减仓-$8.79万
IPAC 减仓-$8.23万
VOE 减仓-$5.93万
2026Q2 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 | $24.50万 | 0.07% | 327 | -6 | -1.8% | -$4,496 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $24.65万 | 0.07% | 13,905 | -102 | -0.7% | -$1,808 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $24.78万 | 0.07% | 818 | 818 | — | $24.78万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $25.40万 | 0.07% | 340 | 0 | 0.0% | — | 不变 |
| ONEQ | FIDELITY COMWLTH TR | $27.07万 | 0.08% | 2,622 | 3 | 0.1% | $310 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $35.72万 | 0.10% | 3,059 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $37.85万 | 0.11% | 900 | 100 | 12.5% | $4.21万 | 加仓 |
| LLY | ELI LILLY & CO | $38.14万 | 0.11% | 318 | 0 | 0.0% | — | 不变 |
| SHV | ISHARES TR | $41.82万 | 0.12% | 3,790 | -247 | -6.1% | -$2.73万 | 减仓 |
| IJT | ISHARES TR | $47.37万 | 0.14% | 2,652 | -99 | -3.6% | -$1.77万 | 减仓 |
| IJS | ISHARES TR | $48.91万 | 0.14% | 3,579 | -215 | -5.7% | -$2.94万 | 减仓 |
| AAPL | APPLE INC | $49.38万 | 0.14% | 1,707 | 382 | 28.8% | $11.05万 | 加仓 |
| AGG | ISHARES TR | $57.54万 | 0.17% | 5,814 | -200 | -3.3% | -$1.98万 | 减仓 |
| IWP | ISHARES TR | $102.87万 | 0.30% | 7,026 | -134 | -1.9% | -$1.96万 | 减仓 |
| IWS | ISHARES TR | $111.88万 | 0.33% | 6,797 | -239 | -3.4% | -$3.93万 | 减仓 |
| TLT | ISHARES TR | $132.73万 | 0.39% | 15,359 | -86 | -0.6% | -$7,432 | 减仓 |
| B | BARRICK MNG CORP | $163.13万 | 0.48% | 44,413 | 44,413 | — | $163.13万 | 新建仓 |
| SCHO | SCHWAB STRATEGIC TR | $163.73万 | 0.48% | 67,825 | -1,033 | -1.5% | -$2.49万 | 减仓 |
| LQD | ISHARES TR | $389.97万 | 1.14% | 35,754 | 39 | 0.1% | $4,254 | 加仓 |
| SLYV | SPDR SERIES TRUST | $670.32万 | 1.96% | 61,436 | -101 | -0.2% | -$1.10万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $720.08万 | 2.11% | 60,445 | -37 | -0.1% | -$4,408 | 减仓 |
| IUSV | ISHARES TR | $1,230.04万 | 3.60% | 111,670 | 1,389 | 1.3% | $15.30万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $1,266.73万 | 3.71% | 482,932 | 13,454 | 2.9% | $35.29万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $1,509.38万 | 4.42% | 49,278 | -287 | -0.6% | -$8.79万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $1,521.53万 | 4.46% | 77,001 | -300 | -0.4% | -$5.93万 | 减仓 |
| IUSG | ISHARES TR | $1,665.62万 | 4.88% | 88,554 | -3,307 | -3.6% | -$62.20万 | 减仓 |
| IPAC | ISHARES TR | $1,711.42万 | 5.01% | 208,888 | -1,004 | -0.5% | -$8.23万 | 减仓 |
| GOVT | ISHARES TR | $1,868.14万 | 5.47% | 820,077 | 4,221 | 0.5% | $9.62万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $3,245.63万 | 9.50% | 272,765 | -14,665 | -5.1% | -$174.50万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $3,361.38万 | 9.84% | 552,950 | 3,328 | 0.6% | $20.23万 | 加仓 |
| USHY | ISHARES TR | $3,694.43万 | 10.82% | 997,955 | 22,686 | 2.3% | $83.98万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $3,950.21万 | 11.57% | 1,180,578 | 35,913 | 3.1% | $120.16万 | 加仓 |
| IEUR | ISHARES TR | $6,184.73万 | 18.11% | 822,766 | 15,571 | 1.9% | $117.05万 | 加仓 |