Rollins Financial Advisors, LLC
ATLANTA GA · SEC CIK 0001884018
$7.59亿2026Q2 申报市值
168持仓数
54.5%前十大占比 · 第一大 9.8%
20 / 11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
QQQM 加仓+$636.24万
PWB 新建仓+$339.24万
IMTM 加仓+$233.45万
DYNF 加仓+$199.34万
SPMO 加仓+$198.77万
2026Q2 卖出最多 按季末市值估算
QQQ 减仓-$734.78万
SCHG 减仓-$287.69万
TSLA 减仓-$110.11万
AKRE 减仓-$101.45万
ITA 减仓-$82.34万
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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP COM | $0 | 0.00% | 0 | -2,874 | -100.0% | -$48.76万 | 清仓 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $0 | 0.00% | 0 | -4,395 | -100.0% | -$34.84万 | 清仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $0 | 0.00% | 0 | -6,785 | -100.0% | -$33.50万 | 清仓 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $0 | 0.00% | 0 | -4,501 | -100.0% | -$33.47万 | 清仓 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $0 | 0.00% | 0 | -1,637 | -100.0% | -$27.63万 | 清仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $0 | 0.00% | 0 | -1,681 | -100.0% | -$27.59万 | 清仓 |
| TCAF | T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | $0 | 0.00% | 0 | -7,475 | -100.0% | -$26.60万 | 清仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $0 | 0.00% | 0 | -5,938 | -100.0% | -$23.86万 | 清仓 |
| MCK | MCKESSON CORP COM | $0 | 0.00% | 0 | -259 | -100.0% | -$22.41万 | 清仓 |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $0 | 0.00% | 0 | -6,711 | -100.0% | -$22.11万 | 清仓 |
| CPNG | COUPANG INC CL A | $0 | 0.00% | 0 | -11,441 | -100.0% | -$21.60万 | 清仓 |
| — | DEFI TECHNOLOGIES INC COM | $1.77万 | 0.00% | 34,428 | 0 | 0.0% | — | 不变 |
| BTQ | BTQ TECHNOLOGIES CORP COM | $7.68万 | 0.01% | 14,252 | 0 | 0.0% | — | 不变 |
| XBI | STATE STREET SPDR S&P BIOTECH ETF | $20.03万 | 0.03% | 1,266 | 1,266 | — | $20.03万 | 新建仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $20.37万 | 0.03% | 2,109 | 2,109 | — | $20.37万 | 新建仓 |
| NEE | NEXTERA ENERGY INC COM | $20.48万 | 0.03% | 2,333 | 2,333 | — | $20.48万 | 新建仓 |
| ESGU | ISHARES ESG AWARE MSCI USA ETF | $20.75万 | 0.03% | 1,268 | 1,268 | — | $20.75万 | 新建仓 |
| ITB | ISHARES U.S. HOME CONSTRUCTION ETF | $20.94万 | 0.03% | 2,004 | 2,004 | — | $20.94万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $21.70万 | 0.03% | 1,586 | 1,586 | — | $21.70万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $21.84万 | 0.03% | 376 | 376 | — | $21.84万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC COM | $23.12万 | 0.03% | 1,278 | 2 | 0.2% | $362 | 加仓 |
| CRM | SALESFORCE INC COM | $23.92万 | 0.03% | 1,527 | -1,905 | -55.5% | -$29.84万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $24.16万 | 0.03% | 2,071 | -708 | -25.5% | -$8.26万 | 减仓 |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $24.19万 | 0.03% | 2,365 | 2,365 | — | $24.19万 | 新建仓 |
| JPLD | JPMORGAN LIMITED DURATION BOND ETF | $24.92万 | 0.03% | 4,775 | -7,629 | -61.5% | -$39.82万 | 减仓 |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $25.18万 | 0.03% | 3,067 | -1,554 | -33.6% | -$12.76万 | 减仓 |
| PG | PROCTER & GAMBLE CO COM | $25.46万 | 0.03% | 1,736 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $25.55万 | 0.03% | 4,336 | 4,336 | — | $25.55万 | 新建仓 |
| ORCL | ORACLE CORP COM | $26.39万 | 0.03% | 1,801 | -393 | -17.9% | -$5.76万 | 减仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $27.13万 | 0.04% | 4,803 | -584 | -10.8% | -$3.30万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $27.73万 | 0.04% | 986 | 986 | — | $27.73万 | 新建仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ETF | $27.86万 | 0.04% | 6,264 | -371 | -5.6% | -$1.65万 | 减仓 |
| HYS | PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND | $28.15万 | 0.04% | 3,010 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD MORNINGSTAR SMALL-CAP GROWTH ETF | $28.28万 | 0.04% | 773 | 110 | 16.6% | $4.02万 | 重新持有 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $28.62万 | 0.04% | 9,724 | 0 | 0.0% | — | 不变 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | $29.19万 | 0.04% | 5,923 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $29.99万 | 0.04% | 1,032 | -300 | -22.5% | -$8.72万 | 减仓 |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $30.36万 | 0.04% | 3,092 | 3,092 | — | $30.36万 | 新建仓 |
| — | MATTHEWS EMERGING MARKETS SUSTAINABLE FUTURE ACTIVE ETF | $30.75万 | 0.04% | 7,236 | 7,236 | — | $30.75万 | 新建仓 |
| GLD | SPDR GOLD SHARES | $31.28万 | 0.04% | 849 | 120 | 16.5% | $4.42万 | 加仓 |
| IYH | ISHARES U.S. HEALTHCARE ETF | $32.89万 | 0.04% | 4,908 | -1,576 | -24.3% | -$10.56万 | 减仓 |
| EFG | ISHARES MSCI EAFE GROWTH ETF | $34.04万 | 0.04% | 2,736 | 3 | 0.1% | $373 | 加仓 |
| JAAA | JANUS HENDERSON AAA CLO ETF | $34.93万 | 0.05% | 6,918 | 6,918 | — | $34.93万 | 新建仓 |
| MRK | MERCK & CO INC COM | $35.17万 | 0.05% | 2,737 | 9 | 0.3% | $1,157 | 加仓 |
| GPC | GENUINE PARTS CO COM | $35.39万 | 0.05% | 3,000 | 0 | 0.0% | — | 不变 |
| NULG | NUVEEN ESG LARGE-CAP GROWTH ETF | $36.24万 | 0.05% | 3,096 | 0 | 0.0% | — | 不变 |
| BLOK | AMPLIFY BLOCKCHAIN TECHNOLOGY ETF | $36.37万 | 0.05% | 5,806 | 0 | 0.0% | — | 不变 |
| AGIX | KRANESHARES PUBLIC-PRIVATE AI & TECHNOLOGY ETF | $36.93万 | 0.05% | 7,875 | 7,875 | — | $36.93万 | 新建仓 |
| JGRO | JPMORGAN ACTIVE GROWTH ETF | $37.97万 | 0.05% | 3,851 | -1,508 | -28.1% | -$14.87万 | 减仓 |
| VGK | VANGUARD FTSE EUROPE ETF | $38.55万 | 0.05% | 4,354 | -3,006 | -40.8% | -$26.61万 | 减仓 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $39.31万 | 0.05% | 2,875 | 2,875 | — | $39.31万 | 新建仓 |
| KBWB | INVESCO KBW BANK ETF | $39.37万 | 0.05% | 4,234 | 475 | 12.6% | $4.42万 | 加仓 |
| GE | GE AEROSPACE COM NEW | $39.47万 | 0.05% | 1,056 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | $40.80万 | 0.05% | 1,103 | 1 | 0.1% | $370 | 加仓 |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $40.84万 | 0.05% | 3,482 | 2 | 0.1% | $235 | 加仓 |
| MPLX | MPLX LP COM UNIT REP LTD | $41.56万 | 0.05% | 7,379 | 2,190 | 42.2% | $12.34万 | 加仓 |
| FDN | FIRST TR DJ INTERNET INDEX | $41.93万 | 0.06% | 1,584 | -315 | -16.6% | -$8.34万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $41.99万 | 0.06% | 9,918 | -1,111 | -10.1% | -$4.70万 | 减仓 |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $42.49万 | 0.06% | 3,966 | -590 | -12.9% | -$6.32万 | 减仓 |
| SPYD | STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF | $43.15万 | 0.06% | 9,043 | 94 | 1.1% | $4,485 | 加仓 |
| CHAT | ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF | $44.13万 | 0.06% | 4,472 | 1,000 | 28.8% | $9.87万 | 加仓 |
| GLW | CORNING INC COM | $44.19万 | 0.06% | 1,730 | 1,730 | — | $44.19万 | 新建仓 |
| FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | $44.71万 | 0.06% | 1,566 | -125 | -7.4% | -$3.57万 | 减仓 |
| INTC | INTEL CORP COM | $47.50万 | 0.06% | 3,402 | 3,402 | — | $47.50万 | 新建仓 |
| IYF | ISHARES U.S. FINANCIALS ETF | $47.64万 | 0.06% | 3,736 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD ESG U.S. STOCK ETF | $48.39万 | 0.06% | 3,659 | -54 | -1.5% | -$7,142 | 减仓 |
| SPYX | STATE STREET SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF | $49.36万 | 0.07% | 8,079 | 0 | 0.0% | — | 不变 |
| IQLT | ISHARES MSCI INTL QUALITY FACTOR ETF | $51.78万 | 0.07% | 10,451 | -2,193 | -17.3% | -$10.87万 | 减仓 |
| FDVV | FIDELITY HIGH DIVIDEND ETF | $51.83万 | 0.07% | 8,596 | -5,598 | -39.4% | -$33.75万 | 减仓 |
| BA | BOEING CO COM | $52.35万 | 0.07% | 2,418 | 1,257 | 108.3% | $27.21万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $54.05万 | 0.07% | 787 | 12 | 1.5% | $8,242 | 加仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $55.36万 | 0.07% | 4,632 | 0 | 0.0% | — | 不变 |
| V | VISA INC COM CL A | $57.09万 | 0.08% | 1,664 | -12 | -0.7% | -$4,117 | 减仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $58.08万 | 0.08% | 20,969 | 4,203 | 25.1% | $11.64万 | 加仓 |
| XLG | INVESCO S&P 500 TOP 50 ETF | $58.21万 | 0.08% | 9,507 | -150 | -1.6% | -$9,185 | 减仓 |
| GEV | GE VERNOVA INC COM | $59.59万 | 0.08% | 507 | 183 | 56.5% | $21.51万 | 加仓 |
| VOE | VANGUARD MORNINGSTAR MID-CAP VALUE ETF | $59.97万 | 0.08% | 3,035 | 2 | 0.1% | $395 | 加仓 |
| — | BARON TECHNOLOGY ETF | $60.68万 | 0.08% | 18,683 | -2,060 | -9.9% | -$6.69万 | 减仓 |
| FENI | FIDELITY ENHANCED INTERNATIONAL ETF | $62.99万 | 0.08% | 15,696 | -8,190 | -34.3% | -$32.87万 | 减仓 |
| GOOG | ALPHABET INC CAP STK CL C | $63.48万 | 0.08% | 1,797 | 1 | 0.1% | $353 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $63.99万 | 0.08% | 1,540 | 321 | 26.3% | $13.34万 | 加仓 |
| MU | MICRON TECHNOLOGY INC COM | $68.53万 | 0.09% | 594 | 594 | — | $68.53万 | 新建仓 |
| KO | COCA COLA CO COM | $68.68万 | 0.09% | 8,451 | -4,997 | -37.2% | -$40.61万 | 减仓 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $69.15万 | 0.09% | 23,877 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC COM | $69.75万 | 0.09% | 6,158 | 138 | 2.3% | $1.56万 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $69.99万 | 0.09% | 2,958 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $70.36万 | 0.09% | 922 | 265 | 40.3% | $20.22万 | 加仓 |
| MCD | MCDONALDS CORP COM | $72.14万 | 0.10% | 2,669 | 199 | 8.1% | $5.38万 | 加仓 |
| — | DIMENSIONAL U.S. TARGETED VALUE ETF | $73.57万 | 0.10% | 10,525 | 918 | 9.6% | $6.42万 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $76.22万 | 0.10% | 9,884 | 3,760 | 61.4% | $28.99万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC COM | $77.76万 | 0.10% | 10,776 | 3,334 | 44.8% | $24.06万 | 加仓 |
| VRT | VERTIV HOLDINGS CO COM CL A | $82.26万 | 0.11% | 2,457 | 656 | 36.4% | $21.96万 | 加仓 |
| NFLX | NETFLIX INC. COM | $85.19万 | 0.11% | 11,931 | -2,426 | -16.9% | -$17.32万 | 减仓 |
| IDMO | INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF | $85.45万 | 0.11% | 14,174 | 830 | 6.2% | $5.00万 | 加仓 |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | $86.14万 | 0.11% | 3,553 | -3,396 | -48.9% | -$82.34万 | 减仓 |
| IGM | ISHARES EXPANDED TECH SECTOR ETF | $86.70万 | 0.11% | 5,300 | 295 | 5.9% | $4.83万 | 加仓 |
| T | AT&T INC COM | $87.78万 | 0.12% | 42,406 | 9,773 | 29.9% | $20.23万 | 加仓 |
| DSI | ISHARES ESG MSCI KLD 400 ETF | $88.07万 | 0.12% | 6,185 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC COM | $88.26万 | 0.12% | 2,588 | 594 | 29.8% | $20.26万 | 加仓 |
| SNDK | SANDISK CORP COM | $88.90万 | 0.12% | 391 | 391 | — | $88.90万 | 新建仓 |