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 |
|---|---|---|---|---|---|---|---|---|
| CAT | CATERPILLAR INC | $45.98万 | 0.04% | 432 | 9 | 2.1% | $9,579 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $45.32万 | 0.04% | 10,860 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $43.21万 | 0.04% | 11,959 | 27 | 0.2% | $976 | 加仓 |
| IJR | ISHARES TR | $42.60万 | 0.03% | 2,873 | 398 | 16.1% | $5.90万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $42.42万 | 0.03% | 2,893 | -11 | -0.4% | -$1,613 | 减仓 |
| GLW | CORNING INC | $41.37万 | 0.03% | 1,619 | 21 | 1.3% | $5,366 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $40.86万 | 0.03% | 354 | 354 | — | $40.86万 | 新建仓 |
| LLY | ELI LILLY & CO | $40.82万 | 0.03% | 340 | 12 | 3.7% | $1.44万 | 加仓 |
| CSCO | CISCO SYS INC | $40.39万 | 0.03% | 3,439 | 91 | 2.7% | $1.07万 | 加仓 |
| VDE | VANGUARD WORLD FD | $38.06万 | 0.03% | 2,535 | 86 | 3.5% | $1.29万 | 加仓 |
| EFA | ISHARES TR | $37.32万 | 0.03% | 3,593 | -666 | -15.6% | -$6.92万 | 减仓 |
| IVW | ISHARES TR | $37.17万 | 0.03% | 2,703 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $36.63万 | 0.03% | 767 | -6 | -0.8% | -$2,865 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $36.62万 | 0.03% | 701 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $36.57万 | 0.03% | 1,353 | 12 | 0.9% | $3,244 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $36.25万 | 0.03% | 1,063 | -147 | -12.1% | -$5.01万 | 重新持有 |
| SDY | SPDR SERIES TRUST | $34.89万 | 0.03% | 2,293 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $33.81万 | 0.03% | 1,074 | 5 | 0.5% | $1,574 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $32.43万 | 0.03% | 5,499 | 78 | 1.4% | $4,600 | 加仓 |
| DWM | WISDOMTREE TR | $32.33万 | 0.03% | 4,416 | -146 | -3.2% | -$1.07万 | 减仓 |
| ESGD | ISHARES TR | $31.11万 | 0.03% | 3,026 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $29.85万 | 0.02% | 1,354 | 5 | 0.4% | $1,102 | 加仓 |
| IWP | ISHARES TR | $29.47万 | 0.02% | 2,013 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $29.23万 | 0.02% | 1,332 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $28.37万 | 0.02% | 5,292 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $27.83万 | 0.02% | 1,754 | 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 |
| COST | COSTCO WHOLESALE CORPORATION | $26.33万 | 0.02% | 281 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $26.17万 | 0.02% | 6,747 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $25.72万 | 0.02% | 2,002 | 61 | 3.1% | $7,837 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $25.62万 | 0.02% | 2,024 | 5 | 0.2% | $633 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $25.40万 | 0.02% | 7,296 | -6,813 | -48.3% | -$23.72万 | 减仓 |
| SO | SOUTHERN CO | $25.19万 | 0.02% | 2,632 | 26 | 1.0% | $2,489 | 加仓 |
| GLD | SPDR GOLD TR | $25.16万 | 0.02% | 683 | 0 | 0.0% | — | 不变 |
| DEM | WISDOMTREE TR | $23.92万 | 0.02% | 4,446 | -59 | -1.3% | -$3,174 | 减仓 |
| PVAL | PUTNAM ETF TRUST | $23.19万 | 0.02% | 4,552 | 147 | 3.3% | $7,490 | 加仓 |
| HON | HONEYWELL INTL INC | $22.80万 | 0.02% | 1,019 | -1,001 | -49.6% | -$22.40万 | 减仓 |
| PEP | PEPSICO INC | $22.79万 | 0.02% | 1,683 | 33 | 2.0% | $4,469 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $22.48万 | 0.02% | 1,017 | 1,017 | — | $22.48万 | 新建仓 |
| ESGE | ISHARES INC | $21.68万 | 0.02% | 3,965 | 3,965 | — | $21.68万 | 新建仓 |
| CBU | COMMUNITY FINANCIAL SYSTEM I | $21.34万 | 0.02% | 3,180 | 3,180 | — | $21.34万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $21.26万 | 0.02% | 294 | 294 | — | $21.26万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $20.80万 | 0.02% | 2,581 | 2,581 | — | $20.80万 | 新建仓 |
| MO | ALTRIA GROUP INC | $20.37万 | 0.02% | 2,831 | 2,831 | — | $20.37万 | 新建仓 |
| IVOV | VANGUARD ADMIRAL FDS INC | $20.16万 | 0.02% | 1,767 | 1,767 | — | $20.16万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $20.14万 | 0.02% | 1,113 | 1,113 | — | $20.14万 | 新建仓 |
| 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 |