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 |
|---|---|---|---|---|---|---|---|---|
| SCHZ | SCHWAB STRATEGIC TR | $2.41亿 | 19.57% | 10,420,258 | 726,661 | 7.5% | $1,680.77万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1.70亿 | 13.84% | 3,841,280 | 27,177 | 0.7% | $120.56万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $8,755.40万 | 7.11% | 2,349,813 | 162,634 | 7.4% | $605.97万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $8,209.78万 | 6.67% | 904,261 | -29,580 | -3.2% | -$268.56万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $7,764.55万 | 6.31% | 982,481 | 42,000 | 4.5% | $331.93万 | 加仓 |
| IEFA | ISHARES TR | $7,043.70万 | 5.72% | 729,313 | 28,485 | 4.1% | $275.11万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $6,514.14万 | 5.29% | 887,365 | 59,251 | 7.2% | $434.96万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $5,989.02万 | 4.86% | 681,500 | 39,786 | 6.2% | $349.64万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $4,004.63万 | 3.25% | 985,390 | 44,101 | 4.7% | $179.23万 | 加仓 |
| IEMG | ISHARES INC | $3,590.37万 | 2.92% | 433,410 | 4,213 | 1.0% | $34.90万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,022.27万 | 1.64% | 27,080 | 124 | 0.5% | $9.26万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,971.32万 | 1.60% | 53,273 | -482 | -0.9% | -$17.84万 | 减仓 |
| USRT | ISHARES TR | $1,808.57万 | 1.47% | 272,169 | -14,298 | -5.0% | -$95.01万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $1,480.24万 | 1.20% | 121,911 | 6,987 | 6.1% | $84.84万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $1,437.63万 | 1.17% | 298,760 | -7,058 | -2.3% | -$33.96万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,289.04万 | 1.05% | 180,917 | -6,067 | -3.2% | -$43.23万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $1,011.63万 | 0.82% | 92,717 | -1,665 | -1.8% | -$18.17万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $970.47万 | 0.79% | 380,279 | -32,276 | -7.8% | -$82.37万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $870.22万 | 0.71% | 300,491 | -43,151 | -12.6% | -$124.97万 | 减仓 |
| AAPL | APPLE INC | $776.81万 | 0.63% | 26,846 | -1,115 | -4.0% | -$32.26万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $759.19万 | 0.62% | 127,189 | -2,130 | -1.6% | -$12.71万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $754.55万 | 0.61% | 10,986 | -56 | -0.5% | -$3.85万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $730.37万 | 0.59% | 85,433 | -18 | -0.0% | -$1,539 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $689.12万 | 0.56% | 248,778 | -14,604 | -5.5% | -$40.45万 | 减仓 |
| MDYV | SPDR SERIES TRUST | $560.47万 | 0.46% | 59,090 | -9,559 | -13.9% | -$90.67万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $550.77万 | 0.45% | 151,894 | -4,600 | -2.9% | -$16.68万 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $533.32万 | 0.43% | 114,373 | -13,635 | -10.7% | -$63.58万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $427.38万 | 0.35% | 17,588 | -412 | -2.3% | -$10.01万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $361.11万 | 0.29% | 77,144 | -426 | -0.5% | -$1.99万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $347.43万 | 0.28% | 68,689 | 77 | 0.1% | $3,895 | 加仓 |
| GE | GE AEROSPACE | $345.20万 | 0.28% | 9,237 | -44 | -0.5% | -$1.64万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $343.05万 | 0.28% | 44,031 | -5,426 | -11.0% | -$42.27万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $331.75万 | 0.27% | 62,370 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $315.21万 | 0.26% | 14,464 | -2,906 | -16.7% | -$63.33万 | 减仓 |
| MSFT | MICROSOFT CORP | $309.29万 | 0.25% | 8,291 | 15 | 0.2% | $5,596 | 加仓 |
| SLQD | ISHARES TR | $303.98万 | 0.25% | 60,349 | -9 | -0.0% | -$453 | 减仓 |
| DFSI | DIMENSIONAL ETF TRUST | $274.35万 | 0.22% | 60,831 | -8,322 | -12.0% | -$37.53万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $250.25万 | 0.20% | 49,663 | -1,767 | -3.4% | -$8.90万 | 减仓 |
| GEV | GE VERNOVA INC | $243.08万 | 0.20% | 2,069 | 34 | 1.7% | $3.99万 | 加仓 |
| AMZN | AMAZON COM INC | $240.29万 | 0.20% | 10,082 | 118 | 1.2% | $2.81万 | 加仓 |
| IWC | ISHARES TR | $231.00万 | 0.19% | 11,547 | -1,122 | -8.9% | -$22.45万 | 减仓 |
| VB | VANGUARD INDEX FDS | $222.58万 | 0.18% | 7,343 | 24 | 0.3% | $7,275 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $218.72万 | 0.18% | 28,901 | -448 | -1.5% | -$3.39万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $207.70万 | 0.17% | 25,131 | -9 | -0.0% | -$744 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $198.69万 | 0.16% | 38,438 | -974 | -2.5% | -$5.03万 | 减仓 |
| GOOGL | ALPHABET INC | $195.66万 | 0.16% | 5,475 | 15 | 0.3% | $5,361 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $188.25万 | 0.15% | 3,695 | 1,645 | 80.2% | $83.81万 | 加仓 |
| TSLA | TESLA INC | $174.80万 | 0.14% | 4,156 | 32 | 0.8% | $1.35万 | 加仓 |
| ISTB | ISHARES TR | $164.74万 | 0.13% | 34,144 | -1,231 | -3.5% | -$5.94万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $157.87万 | 0.13% | 16,371 | -111 | -0.7% | -$1.07万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $153.55万 | 0.12% | 17,826 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $152.85万 | 0.12% | 7,184 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $144.74万 | 0.12% | 7,234 | 593 | 8.9% | $11.87万 | 加仓 |
| SUB | ISHARES TR | $141.58万 | 0.11% | 13,298 | -1 | -0.0% | -$106 | 减仓 |
| RTX | RTX CORPORATION | $140.86万 | 0.11% | 7,424 | -1 | -0.0% | -$190 | 减仓 |
| DVY | ISHARES TR | $140.19万 | 0.11% | 8,969 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $140.01万 | 0.11% | 11,276 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $136.11万 | 0.11% | 1,817 | -2 | -0.1% | -$1,498 | 减仓 |
| SPSB | SPDR SERIES TRUST | $128.29万 | 0.10% | 42,750 | -125 | -0.3% | -$3,751 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $111.70万 | 0.09% | 21,572 | -787 | -3.5% | -$4.08万 | 减仓 |
| NYF | ISHARES TR | $111.60万 | 0.09% | 20,703 | 6,053 | 41.3% | $32.63万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $110.16万 | 0.09% | 3,636 | -122 | -3.2% | -$3.70万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $107.86万 | 0.09% | 4,247 | 36 | 0.9% | $9,143 | 加仓 |
| AGG | ISHARES TR | $106.89万 | 0.09% | 10,799 | -241 | -2.2% | -$2.39万 | 减仓 |
| DFSE | DIMENSIONAL ETF TRUST | $103.96万 | 0.08% | 21,269 | -2,865 | -11.9% | -$14.00万 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $103.70万 | 0.08% | 43,791 | -3,271 | -7.0% | -$7.75万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $102.46万 | 0.08% | 8,782 | 10 | 0.1% | $1,167 | 加仓 |
| ESGV | VANGUARD WORLD FD | $101.81万 | 0.08% | 7,699 | 109 | 1.4% | $1.44万 | 加仓 |
| META | META PLATFORMS INC | $100.74万 | 0.08% | 1,788 | -178 | -9.1% | -$10.03万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $95.44万 | 0.08% | 6,039 | 3 | 0.0% | $474 | 加仓 |
| IGSB | ISHARES TR | $89.82万 | 0.07% | 17,138 | -119 | -0.7% | -$6,237 | 减仓 |
| IWD | ISHARES TR | $88.68万 | 0.07% | 3,658 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $86.86万 | 0.07% | 1,179 | 35 | 3.1% | $2.58万 | 加仓 |
| — | EXXON MOBIL CORP | $84.06万 | 0.07% | 6,148 | -224 | -3.5% | -$3.06万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $83.24万 | 0.07% | 3,518 | -11 | -0.3% | -$2,603 | 减仓 |
| IWM | ISHARES TR | $82.77万 | 0.07% | 2,755 | -51 | -1.8% | -$1.53万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $80.29万 | 0.07% | 5,204 | -43 | -0.8% | -$6,634 | 减仓 |
| VOE | VANGUARD INDEX FDS | $77.08万 | 0.06% | 3,901 | -76 | -1.9% | -$1.50万 | 减仓 |
| MUB | ISHARES TR | $75.57万 | 0.06% | 7,022 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.06% | 1 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SCOTTSDALE FDS | $73.86万 | 0.06% | 12,691 | 739 | 6.2% | $4.30万 | 加仓 |
| GOOG | ALPHABET INC | $73.32万 | 0.06% | 2,075 | 44 | 2.2% | $1.55万 | 加仓 |
| VTES | VANGUARD WELLINGTON FD | $71.55万 | 0.06% | 7,062 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $68.78万 | 0.06% | 2,000 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $67.95万 | 0.06% | 1,858 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $67.45万 | 0.05% | 4,566 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $65.01万 | 0.05% | 2,312 | 6 | 0.3% | $1,687 | 加仓 |
| SENEA | SENECA FOODS CORP NEW | $61.40万 | 0.05% | 3,530 | 0 | 0.0% | — | 不变 |
| EAGG | ISHARES TR | $60.79万 | 0.05% | 12,822 | 608 | 5.0% | $2.88万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $56.40万 | 0.05% | 1,723 | -171 | -9.0% | -$5.60万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $55.03万 | 0.04% | 1,627 | 12 | 0.7% | $4,059 | 加仓 |
| NEE | NEXTERA ENERGY INC | $53.65万 | 0.04% | 6,112 | 23 | 0.4% | $2,019 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $53.04万 | 0.04% | 21,510 | 61 | 0.3% | $1,504 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $52.58万 | 0.04% | 17,865 | -292 | -1.6% | -$8,594 | 减仓 |
| QNT | QUANTINUUM INC | $52.40万 | 0.04% | 6,411 | 6,411 | — | $52.40万 | 新建仓 |
| NET | CLOUDFLARE INC | $51.80万 | 0.04% | 2,112 | 2 | 0.1% | $491 | 加仓 |
| IWS | ISHARES TR | $51.08万 | 0.04% | 3,103 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $50.28万 | 0.04% | 521 | 5 | 1.0% | $4,825 | 加仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $49.99万 | 0.04% | 4,261 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $48.24万 | 0.04% | 1,575 | 0 | 0.0% | — | 不变 |