Rockbridge Investment Management, LCC
Syracuse NY · SEC CIK 0001821984
$12.31亿2026Q2 申报市值
146持仓数
75.5%前十大占比 · 第一大 19.6%
10 / 2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
SCHZ 加仓+$1,680.77万
DFIC 加仓+$605.97万
BND 加仓+$434.96万
SPYM 加仓+$349.64万
VCSH 加仓+$331.93万
2026Q2 卖出最多 按季末市值估算
SPTM 减仓-$268.56万
SCHB 减仓-$124.97万
USRT 减仓-$95.01万
MDYV 减仓-$90.67万
SPAB 减仓-$82.37万
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 |
|---|---|---|---|---|---|---|---|---|
| T | AT&T INC | $0 | 0.00% | 0 | -16,715 | -100.0% | -$48.46万 | 清仓 |
| CVX | CHEVRON CORPORATION | $0 | 0.00% | 0 | -1,574 | -100.0% | -$32.57万 | 清仓 |
| PM | PHILIP MORRIS INTL INC | $20.14万 | 0.02% | 1,113 | 1,113 | — | $20.14万 | 新建仓 |
| IVOV | VANGUARD ADMIRAL FDS INC | $20.16万 | 0.02% | 1,767 | 1,767 | — | $20.16万 | 新建仓 |
| MO | ALTRIA GROUP INC | $20.37万 | 0.02% | 2,831 | 2,831 | — | $20.37万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $20.80万 | 0.02% | 2,581 | 2,581 | — | $20.80万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $21.26万 | 0.02% | 294 | 294 | — | $21.26万 | 新建仓 |
| CBU | COMMUNITY FINANCIAL SYSTEM I | $21.34万 | 0.02% | 3,180 | 3,180 | — | $21.34万 | 新建仓 |
| ESGE | ISHARES INC | $21.68万 | 0.02% | 3,965 | 3,965 | — | $21.68万 | 新建仓 |
| HONA | HONEYWELL AEROSPACE INC | $22.48万 | 0.02% | 1,017 | 1,017 | — | $22.48万 | 新建仓 |
| PEP | PEPSICO INC | $22.79万 | 0.02% | 1,683 | 33 | 2.0% | $4,469 | 加仓 |
| HON | HONEYWELL INTL INC | $22.80万 | 0.02% | 1,019 | -1,001 | -49.6% | -$22.40万 | 减仓 |
| PVAL | PUTNAM ETF TRUST | $23.19万 | 0.02% | 4,552 | 147 | 3.3% | $7,490 | 加仓 |
| DEM | WISDOMTREE TR | $23.92万 | 0.02% | 4,446 | -59 | -1.3% | -$3,174 | 减仓 |
| GLD | SPDR GOLD TR | $25.16万 | 0.02% | 683 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $25.19万 | 0.02% | 2,632 | 26 | 1.0% | $2,489 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $25.40万 | 0.02% | 7,296 | -6,813 | -48.3% | -$23.72万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $25.62万 | 0.02% | 2,024 | 5 | 0.2% | $633 | 加仓 |
| MRK | MERCK & CO INC | $25.72万 | 0.02% | 2,002 | 61 | 3.1% | $7,837 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $26.17万 | 0.02% | 6,747 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $26.33万 | 0.02% | 281 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $26.53万 | 0.02% | 6,265 | -5,019 | -44.5% | -$21.25万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $27.83万 | 0.02% | 1,754 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $28.37万 | 0.02% | 5,292 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $29.23万 | 0.02% | 1,332 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $29.47万 | 0.02% | 2,013 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $29.85万 | 0.02% | 1,354 | 5 | 0.4% | $1,102 | 加仓 |
| ESGD | ISHARES TR | $31.11万 | 0.03% | 3,026 | 0 | 0.0% | — | 不变 |
| DWM | WISDOMTREE TR | $32.33万 | 0.03% | 4,416 | -146 | -3.2% | -$1.07万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $32.43万 | 0.03% | 5,499 | 78 | 1.4% | $4,600 | 加仓 |
| SYK | STRYKER CORPORATION | $33.81万 | 0.03% | 1,074 | 5 | 0.5% | $1,574 | 加仓 |
| SDY | SPDR SERIES TRUST | $34.89万 | 0.03% | 2,293 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $36.25万 | 0.03% | 1,063 | -147 | -12.1% | -$5.01万 | 重新持有 |
| MCD | MCDONALDS CORP | $36.57万 | 0.03% | 1,353 | 12 | 0.9% | $3,244 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $36.62万 | 0.03% | 701 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $36.63万 | 0.03% | 767 | -6 | -0.8% | -$2,865 | 减仓 |
| IVW | ISHARES TR | $37.17万 | 0.03% | 2,703 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $37.32万 | 0.03% | 3,593 | -666 | -15.6% | -$6.92万 | 减仓 |
| VDE | VANGUARD WORLD FD | $38.06万 | 0.03% | 2,535 | 86 | 3.5% | $1.29万 | 加仓 |
| CSCO | CISCO SYS INC | $40.39万 | 0.03% | 3,439 | 91 | 2.7% | $1.07万 | 加仓 |
| LLY | ELI LILLY & CO | $40.82万 | 0.03% | 340 | 12 | 3.7% | $1.44万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $40.86万 | 0.03% | 354 | 354 | — | $40.86万 | 新建仓 |
| GLW | CORNING INC | $41.37万 | 0.03% | 1,619 | 21 | 1.3% | $5,366 | 加仓 |
| PG | PROCTER & GAMBLE CO | $42.42万 | 0.03% | 2,893 | -11 | -0.4% | -$1,613 | 减仓 |
| IJR | ISHARES TR | $42.60万 | 0.03% | 2,873 | 398 | 16.1% | $5.90万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $43.21万 | 0.04% | 11,959 | 27 | 0.2% | $976 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $45.32万 | 0.04% | 10,860 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $45.98万 | 0.04% | 432 | 9 | 2.1% | $9,579 | 加仓 |
| VOT | VANGUARD INDEX FDS | $48.24万 | 0.04% | 1,575 | 0 | 0.0% | — | 不变 |
| VIOV | VANGUARD ADMIRAL FDS INC | $49.99万 | 0.04% | 4,261 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $50.28万 | 0.04% | 521 | 5 | 1.0% | $4,825 | 加仓 |
| IWS | ISHARES TR | $51.08万 | 0.04% | 3,103 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC | $51.80万 | 0.04% | 2,112 | 2 | 0.1% | $491 | 加仓 |
| QNT | QUANTINUUM INC | $52.40万 | 0.04% | 6,411 | 6,411 | — | $52.40万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $52.58万 | 0.04% | 17,865 | -292 | -1.6% | -$8,594 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $53.04万 | 0.04% | 21,510 | 61 | 0.3% | $1,504 | 加仓 |
| NEE | NEXTERA ENERGY INC | $53.65万 | 0.04% | 6,112 | 23 | 0.4% | $2,019 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $55.03万 | 0.04% | 1,627 | 12 | 0.7% | $4,059 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $56.40万 | 0.05% | 1,723 | -171 | -9.0% | -$5.60万 | 减仓 |
| EAGG | ISHARES TR | $60.79万 | 0.05% | 12,822 | 608 | 5.0% | $2.88万 | 加仓 |
| SENEA | SENECA FOODS CORP NEW | $61.40万 | 0.05% | 3,530 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $65.01万 | 0.05% | 2,312 | 6 | 0.3% | $1,687 | 加仓 |
| IJJ | ISHARES TR | $67.45万 | 0.05% | 4,566 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $67.95万 | 0.06% | 1,858 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $68.78万 | 0.06% | 2,000 | 0 | 0.0% | — | 不变 |
| VTES | VANGUARD WELLINGTON FD | $71.55万 | 0.06% | 7,062 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $73.32万 | 0.06% | 2,075 | 44 | 2.2% | $1.55万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $73.86万 | 0.06% | 12,691 | 739 | 6.2% | $4.30万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.06% | 1 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $75.57万 | 0.06% | 7,022 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $77.08万 | 0.06% | 3,901 | -76 | -1.9% | -$1.50万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $80.29万 | 0.07% | 5,204 | -43 | -0.8% | -$6,634 | 减仓 |
| IWM | ISHARES TR | $82.77万 | 0.07% | 2,755 | -51 | -1.8% | -$1.53万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $83.24万 | 0.07% | 3,518 | -11 | -0.3% | -$2,603 | 减仓 |
| — | EXXON MOBIL CORP | $84.06万 | 0.07% | 6,148 | -224 | -3.5% | -$3.06万 | 减仓 |
| QQQ | INVESCO QQQ TR | $86.86万 | 0.07% | 1,179 | 35 | 3.1% | $2.58万 | 加仓 |
| IWD | ISHARES TR | $88.68万 | 0.07% | 3,658 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES TR | $89.82万 | 0.07% | 17,138 | -119 | -0.7% | -$6,237 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $95.44万 | 0.08% | 6,039 | 3 | 0.0% | $474 | 加仓 |
| META | META PLATFORMS INC | $100.74万 | 0.08% | 1,788 | -178 | -9.1% | -$10.03万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $101.81万 | 0.08% | 7,699 | 109 | 1.4% | $1.44万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $102.46万 | 0.08% | 8,782 | 10 | 0.1% | $1,167 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $103.70万 | 0.08% | 43,791 | -3,271 | -7.0% | -$7.75万 | 减仓 |
| DFSE | DIMENSIONAL ETF TRUST | $103.96万 | 0.08% | 21,269 | -2,865 | -11.9% | -$14.00万 | 减仓 |
| AGG | ISHARES TR | $106.89万 | 0.09% | 10,799 | -241 | -2.2% | -$2.39万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $107.86万 | 0.09% | 4,247 | 36 | 0.9% | $9,143 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $110.16万 | 0.09% | 3,636 | -122 | -3.2% | -$3.70万 | 减仓 |
| NYF | ISHARES TR | $111.60万 | 0.09% | 20,703 | 6,053 | 41.3% | $32.63万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $111.70万 | 0.09% | 21,572 | -787 | -3.5% | -$4.08万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $128.29万 | 0.10% | 42,750 | -125 | -0.3% | -$3,751 | 减仓 |
| IVV | ISHARES TR | $136.11万 | 0.11% | 1,817 | -2 | -0.1% | -$1,498 | 减仓 |
| IWF | ISHARES TR | $140.01万 | 0.11% | 11,276 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $140.19万 | 0.11% | 8,969 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $140.86万 | 0.11% | 7,424 | -1 | -0.0% | -$190 | 减仓 |
| SUB | ISHARES TR | $141.58万 | 0.11% | 13,298 | -1 | -0.0% | -$106 | 减仓 |
| NVDA | NVIDIA CORPORATION | $144.74万 | 0.12% | 7,234 | 593 | 8.9% | $11.87万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $152.85万 | 0.12% | 7,184 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $153.55万 | 0.12% | 17,826 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $157.87万 | 0.13% | 16,371 | -111 | -0.7% | -$1.07万 | 减仓 |
| ISTB | ISHARES TR | $164.74万 | 0.13% | 34,144 | -1,231 | -3.5% | -$5.94万 | 减仓 |