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 |
|---|---|---|---|---|---|---|---|---|
| SCHV | SCHWAB STRATEGIC TR | $43.03万 | 0.04% | 14,109 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD WORLD FD | $42.38万 | 0.04% | 2,449 | 24 | 1.0% | $4,153 | 加仓 |
| PG | PROCTER & GAMBLE CO | $41.95万 | 0.04% | 2,904 | -76 | -2.6% | -$1.10万 | 减仓 |
| MCD | MCDONALDS CORP | $41.68万 | 0.04% | 1,341 | 140 | 11.7% | $4.35万 | 加仓 |
| EFA | ISHARES TR | $41.37万 | 0.04% | 4,259 | -645 | -13.2% | -$6.26万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $40.53万 | 0.04% | 1,575 | -107 | -6.4% | -$2.75万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $39.92万 | 0.04% | 10,860 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $35.13万 | 0.03% | 1,069 | -10 | -0.9% | -$3,286 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $34.70万 | 0.03% | 11,932 | 3,865 | 47.9% | $11.24万 | 加仓 |
| SDY | SPDR SERIES TRUST | $33.46万 | 0.03% | 2,293 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $32.57万 | 0.03% | 1,574 | 1,574 | — | $32.57万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $32.47万 | 0.03% | 701 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD SCOTTSDALE FDS | $32.28万 | 0.03% | 5,421 | -37 | -0.7% | -$2,203 | 减仓 |
| DWM | WISDOMTREE TR | $31.88万 | 0.03% | 4,562 | -128 | -2.7% | -$8,945 | 减仓 |
| LOW | LOWES COS INC | $31.87万 | 0.03% | 1,349 | -9 | -0.7% | -$2,127 | 减仓 |
| IJR | ISHARES TR | $30.77万 | 0.03% | 2,475 | -194 | -7.3% | -$2.41万 | 减仓 |
| IVW | ISHARES TR | $30.57万 | 0.03% | 2,703 | -38 | -1.4% | -$4,298 | 减仓 |
| LLY | ELI LILLY & CO | $30.20万 | 0.03% | 328 | 4 | 1.2% | $3,682 | 加仓 |
| CAT | CATERPILLAR INC | $29.94万 | 0.03% | 423 | 423 | — | $29.94万 | 新建仓 |
| GLD | SPDR GOLD TR | $29.39万 | 0.03% | 683 | -8 | -1.2% | -$3,442 | 减仓 |
| ESGD | ISHARES TR | $28.93万 | 0.03% | 3,026 | 3 | 0.1% | $287 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $28.04万 | 0.03% | 281 | -2 | -0.7% | -$1,996 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $26.43万 | 0.02% | 2,019 | 92 | 4.8% | $1.20万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $26.13万 | 0.02% | 5,292 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $26.12万 | 0.02% | 773 | 773 | — | $26.12万 | 新建仓 |
| CSCO | CISCO SYS INC | $25.98万 | 0.02% | 3,348 | -25 | -0.7% | -$1,940 | 减仓 |
| IWP | ISHARES TR | $25.79万 | 0.02% | 2,013 | -127 | -5.9% | -$1.63万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $25.72万 | 0.02% | 1,754 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $25.63万 | 0.02% | 1,650 | 19 | 1.2% | $2,951 | 加仓 |
| QUAL | ISHARES TR | $25.55万 | 0.02% | 1,332 | -28 | -2.1% | -$5,371 | 减仓 |
| SO | SOUTHERN CO | $25.16万 | 0.02% | 2,606 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $23.64万 | 0.02% | 6,747 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $23.35万 | 0.02% | 1,941 | 0 | 0.0% | — | 不变 |
| DEM | WISDOMTREE TR | $22.39万 | 0.02% | 4,505 | -60 | -1.3% | -$2,982 | 减仓 |
| GLW | CORNING INC | $21.73万 | 0.02% | 1,598 | 1,598 | — | $21.73万 | 新建仓 |
| PVAL | PUTNAM ETF TRUST | $20.44万 | 0.02% | 4,405 | 4 | 0.1% | $186 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $20.21万 | 0.02% | 516 | 516 | — | $20.21万 | 新建仓 |
| 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 |