Rockbridge Investment Management, LCC
Syracuse NY · SEC CIK 0001821984
$11.13亿2026Q1 申报市值
137持仓数
75.1%前十大占比 · 第一大 20.2%
6 / 3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
SCHZ 加仓+$1,708.21万
DIMENSIONAL ETF 加仓+$1,108.64万
SPYM 加仓+$768.73万
VCSH 加仓+$481.68万
VXUS 加仓+$428.64万
2026Q1 卖出最多 按季末市值估算
VTI 减仓-$499.02万
SPTM 减仓-$130.40万
DFEM 减仓-$102.85万
AAPL 减仓-$54.82万
VBR 减仓-$51.58万
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 |
|---|---|---|---|---|---|---|---|---|
| VUSB | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -6,078 | -100.0% | -$30.29万 | 清仓 |
| SCHO | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -11,365 | -100.0% | -$27.70万 | 清仓 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -1,300 | -100.0% | -$20.93万 | 清仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $20.21万 | 0.02% | 516 | 516 | — | $20.21万 | 新建仓 |
| PVAL | PUTNAM ETF TRUST | $20.44万 | 0.02% | 4,405 | 4 | 0.1% | $186 | 加仓 |
| GLW | CORNING INC | $21.73万 | 0.02% | 1,598 | 1,598 | — | $21.73万 | 新建仓 |
| DEM | WISDOMTREE TR | $22.39万 | 0.02% | 4,505 | -60 | -1.3% | -$2,982 | 减仓 |
| MRK | MERCK & CO INC | $23.35万 | 0.02% | 1,941 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $23.64万 | 0.02% | 6,747 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $25.16万 | 0.02% | 2,606 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $25.55万 | 0.02% | 1,332 | -28 | -2.1% | -$5,371 | 减仓 |
| PEP | PEPSICO INC | $25.63万 | 0.02% | 1,650 | 19 | 1.2% | $2,951 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $25.72万 | 0.02% | 1,754 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $25.79万 | 0.02% | 2,013 | -127 | -5.9% | -$1.63万 | 减仓 |
| CSCO | CISCO SYS INC | $25.98万 | 0.02% | 3,348 | -25 | -0.7% | -$1,940 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $26.12万 | 0.02% | 773 | 773 | — | $26.12万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $26.13万 | 0.02% | 5,292 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $26.43万 | 0.02% | 2,019 | 92 | 4.8% | $1.20万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $28.04万 | 0.03% | 281 | -2 | -0.7% | -$1,996 | 减仓 |
| ESGD | ISHARES TR | $28.93万 | 0.03% | 3,026 | 3 | 0.1% | $287 | 加仓 |
| GLD | SPDR GOLD TR | $29.39万 | 0.03% | 683 | -8 | -1.2% | -$3,442 | 减仓 |
| CAT | CATERPILLAR INC | $29.94万 | 0.03% | 423 | 423 | — | $29.94万 | 新建仓 |
| LLY | ELI LILLY & CO | $30.20万 | 0.03% | 328 | 4 | 1.2% | $3,682 | 加仓 |
| IVW | ISHARES TR | $30.57万 | 0.03% | 2,703 | -38 | -1.4% | -$4,298 | 减仓 |
| IJR | ISHARES TR | $30.77万 | 0.03% | 2,475 | -194 | -7.3% | -$2.41万 | 减仓 |
| LOW | LOWES COS INC | $31.87万 | 0.03% | 1,349 | -9 | -0.7% | -$2,127 | 减仓 |
| DWM | WISDOMTREE TR | $31.88万 | 0.03% | 4,562 | -128 | -2.7% | -$8,945 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $32.28万 | 0.03% | 5,421 | -37 | -0.7% | -$2,203 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $32.47万 | 0.03% | 701 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $32.57万 | 0.03% | 1,574 | 1,574 | — | $32.57万 | 新建仓 |
| SDY | SPDR SERIES TRUST | $33.46万 | 0.03% | 2,293 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $34.70万 | 0.03% | 11,932 | 3,865 | 47.9% | $11.24万 | 加仓 |
| SYK | STRYKER CORPORATION | $35.13万 | 0.03% | 1,069 | -10 | -0.9% | -$3,286 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $39.92万 | 0.04% | 10,860 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $40.53万 | 0.04% | 1,575 | -107 | -6.4% | -$2.75万 | 减仓 |
| EFA | ISHARES TR | $41.37万 | 0.04% | 4,259 | -645 | -13.2% | -$6.26万 | 减仓 |
| MCD | MCDONALDS CORP | $41.68万 | 0.04% | 1,341 | 140 | 11.7% | $4.35万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $41.95万 | 0.04% | 2,904 | -76 | -2.6% | -$1.10万 | 减仓 |
| VDE | VANGUARD WORLD FD | $42.38万 | 0.04% | 2,449 | 24 | 1.0% | $4,153 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $43.03万 | 0.04% | 14,109 | 0 | 0.0% | — | 不变 |
| VIOV | VANGUARD ADMIRAL FDS INC | $43.35万 | 0.04% | 4,261 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC | $43.54万 | 0.04% | 2,110 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $45.22万 | 0.04% | 3,103 | -25 | -0.8% | -$3,644 | 减仓 |
| — | HONEYWELL INTL INC | $45.66万 | 0.04% | 2,020 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $46.55万 | 0.04% | 18,157 | 1 | 0.0% | $26 | 加仓 |
| T | AT&T INC | $48.46万 | 0.04% | 16,715 | 16,715 | — | $48.46万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $48.85万 | 0.04% | 1,615 | -10 | -0.6% | -$3,025 | 减仓 |
| SENEA | SENECA FOODS CORP NEW | $53.35万 | 0.05% | 3,530 | 0 | 0.0% | — | 不变 |
| SCHR | SCHWAB STRATEGIC TR | $53.43万 | 0.05% | 21,449 | 38 | 0.2% | $947 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $55.71万 | 0.05% | 1,894 | 233 | 14.0% | $6.85万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $55.89万 | 0.05% | 2,306 | 409 | 21.6% | $9.91万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $56.16万 | 0.05% | 1,858 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $56.55万 | 0.05% | 6,089 | -23 | -0.4% | -$2,136 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $56.65万 | 0.05% | 11,284 | 5,614 | 99.0% | $28.18万 | 加仓 |
| EAGG | ISHARES TR | $58.08万 | 0.05% | 12,214 | 99 | 0.8% | $4,707 | 加仓 |
| GOOG | ALPHABET INC | $58.26万 | 0.05% | 2,031 | -41 | -2.0% | -$1.18万 | 减仓 |
| VV | VANGUARD INDEX FDS | $59.77万 | 0.05% | 2,000 | 662 | 49.5% | $19.78万 | 加仓 |
| IJJ | ISHARES TR | $60.50万 | 0.05% | 4,566 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $66.06万 | 0.06% | 1,144 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $69.59万 | 0.06% | 2,806 | 339 | 13.7% | $8.41万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $69.97万 | 0.06% | 11,952 | -373 | -3.0% | -$2.18万 | 减仓 |
| VTES | VANGUARD WELLINGTON FD | $71.43万 | 0.06% | 7,062 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.06% | 1 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $73.29万 | 0.07% | 3,977 | -7 | -0.2% | -$1,290 | 减仓 |
| MUB | ISHARES TR | $74.54万 | 0.07% | 7,022 | -188 | -2.6% | -$2.00万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $75.89万 | 0.07% | 3,529 | 11 | 0.3% | $2,366 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $76.50万 | 0.07% | 5,247 | -84 | -1.6% | -$1.22万 | 减仓 |
| NYF | ISHARES TR | $77.82万 | 0.07% | 14,650 | -922 | -5.9% | -$4.90万 | 减仓 |
| IWD | ISHARES TR | $78.15万 | 0.07% | 3,658 | 1 | 0.0% | $214 | 加仓 |
| ESGV | VANGUARD WORLD FD | $85.21万 | 0.08% | 7,590 | 43 | 0.6% | $4,828 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $89.30万 | 0.08% | 3,758 | -45 | -1.2% | -$1.07万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $89.39万 | 0.08% | 6,036 | -41 | -0.7% | -$6,072 | 减仓 |
| IGSB | ISHARES TR | $90.70万 | 0.08% | 17,257 | -141 | -0.8% | -$7,411 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $101.14万 | 0.09% | 47,062 | -3,600 | -7.1% | -$7.74万 | 减仓 |
| DFSE | DIMENSIONAL ETF TRUST | $102.26万 | 0.09% | 24,134 | 136 | 0.6% | $5,762 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $102.93万 | 0.09% | 4,211 | -36 | -0.8% | -$8,800 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $104.89万 | 0.09% | 22,359 | -1,521 | -6.4% | -$7.14万 | 减仓 |
| — | EXXON MOBIL CORP | $108.11万 | 0.10% | 6,372 | 271 | 4.4% | $4.60万 | 加仓 |
| AGG | ISHARES TR | $109.59万 | 0.10% | 11,040 | -485 | -4.2% | -$4.81万 | 减仓 |
| META | META PLATFORMS INC | $112.48万 | 0.10% | 1,966 | 344 | 21.2% | $19.68万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $115.82万 | 0.10% | 6,641 | 1,310 | 24.6% | $22.85万 | 加仓 |
| IVV | ISHARES TR | $118.83万 | 0.11% | 1,819 | -80 | -4.2% | -$5.23万 | 减仓 |
| IWF | ISHARES TR | $120.20万 | 0.11% | 2,819 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $123.90万 | 0.11% | 2,050 | 1,294 | 171.2% | $78.21万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $128.32万 | 0.12% | 8,772 | -5 | -0.1% | -$731 | 减仓 |
| SPSB | SPDR SERIES TRUST | $128.93万 | 0.12% | 42,875 | -686 | -1.6% | -$2.06万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $129.77万 | 0.12% | 2,971 | -61 | -2.0% | -$2.66万 | 减仓 |
| DVY | ISHARES TR | $135.80万 | 0.12% | 8,969 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $137.88万 | 0.12% | 7,184 | -107 | -1.5% | -$2.05万 | 减仓 |
| SUB | ISHARES TR | $141.63万 | 0.13% | 13,299 | -1 | -0.0% | -$107 | 减仓 |
| RTX | RTX CORPORATION | $143.23万 | 0.13% | 7,425 | -966 | -11.5% | -$18.63万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $146.19万 | 0.13% | 16,482 | -756 | -4.4% | -$6.71万 | 减仓 |
| TSLA | TESLA INC | $153.31万 | 0.14% | 4,124 | -162 | -3.8% | -$6.02万 | 减仓 |
| GOOGL | ALPHABET INC | $157.01万 | 0.14% | 5,460 | 27 | 0.5% | $7,764 | 加仓 |
| ISTB | ISHARES TR | $171.43万 | 0.15% | 35,375 | 304 | 0.9% | $1.47万 | 加仓 |
| GEV | GE VERNOVA INC | $177.64万 | 0.16% | 2,035 | 6 | 0.3% | $5,237 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $177.83万 | 0.16% | 39,412 | 157 | 0.4% | $7,084 | 加仓 |
| VB | VANGUARD INDEX FDS | $191.70万 | 0.17% | 7,319 | 1 | 0.0% | $262 | 加仓 |
| IWC | ISHARES TR | $202.21万 | 0.18% | 12,669 | -635 | -4.8% | -$10.14万 | 减仓 |