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 |
|---|---|---|---|---|---|---|---|---|
| VLY | VALLEY NATL BANCORP | $18.42万 | 0.02% | 15,000 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | -446 | -100.0% | -$25.84万 | 清仓 |
| SCHG | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MLM | MARTIN MARIETTA MATLS INC | $0 | 0.00% | 0 | -384 | -100.0% | -$23.91万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -913 | -100.0% | -$23.48万 | 清仓 |
| TQQQ | PROSHARES TR | $0 | 0.00% | 0 | -4,404 | -100.0% | -$23.22万 | 清仓 |
| GOOGL | ALPHABET INC | $0 | 0.00% | 0 | -731 | -100.0% | -$22.88万 | 清仓 |
| DFAX | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| V | VISA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PG | PROCTER AND GAMBLE CO | $0 | 0.00% | 0 | -1,431 | -100.0% | -$20.51万 | 清仓 |