Rodgers & Associates, LTD
Lancaster PA · SEC CIK 0001846515
$9.82亿2026Q1 申报市值
101持仓数
54.6%前十大占比 · 第一大 8.2%
2 / 6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
IWP 加仓+$246.70万
VOT 加仓+$231.25万
VCSH 加仓+$208.12万
USRT 加仓+$134.73万
VUG 加仓+$106.27万
2026Q1 卖出最多 按季末市值估算
BNY MELLON ETF T 减仓-$175.16万
VOE 减仓-$100.19万
SLYV 减仓-$93.97万
VEA 减仓-$55.49万
PRF 减仓-$54.92万
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 |
|---|---|---|---|---|---|---|---|---|
| SPYV | SPDR SERIES TRUST | $2,823.03万 | 2.87% | 498,945 | -1,232 | -0.2% | -$6.97万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $3,063.48万 | 3.12% | 323,904 | -9,935 | -3.0% | -$93.97万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $4,041.77万 | 4.11% | 418,316 | -5,335 | -1.3% | -$51.55万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $4,222.75万 | 4.30% | 139,711 | 1,649 | 1.2% | $49.84万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $4,609.49万 | 4.69% | 470,788 | 2,956 | 0.6% | $28.94万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $5,008.81万 | 5.10% | 1,665,715 | 14,904 | 0.9% | $44.82万 | 加仓 |
| IWF | ISHARES TR | $5,314.10万 | 5.41% | 124,627 | -1,148 | -0.9% | -$48.95万 | 减仓 |
| IWP | ISHARES TR | $5,522.37万 | 5.62% | 431,031 | 19,255 | 4.7% | $246.70万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $6,894.44万 | 7.02% | 317,351 | -1,717 | -0.5% | -$37.30万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $6,898.85万 | 7.02% | 374,368 | -5,437 | -1.4% | -$100.19万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $8,010.91万 | 8.16% | 408,303 | 1,198 | 0.3% | $23.50万 | 加仓 |