Rollins Financial Advisors, LLC
ATLANTA GA · SEC CIK 0001884018
$6.32亿2026Q1 申报市值
158持仓数
56.0%前十大占比 · 第一大 10.2%
11 / 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
PVAL 加仓+$214.64万
BARON GLOBAL DUR 加仓+$211.37万
IMTM 加仓+$192.82万
SPHQ 加仓+$176.51万
VYM 加仓+$116.61万
2026Q1 卖出最多 按季末市值估算
QQQ 减仓-$416.67万
AKRE 减仓-$286.85万
SCHG 减仓-$246.96万
TSLA 减仓-$184.13万
IVW 减仓-$93.89万
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 |
|---|---|---|---|---|---|---|---|---|
| CEG | CONSTELLATION ENERGY CORP COM | $0 | 0.00% | 0 | -860 | -100.0% | -$30.39万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -4,448 | -100.0% | -$22.08万 | 清仓 |
| ONON | ON HLDG AG NAMEN AKT A | $0 | 0.00% | 0 | -4,466 | -100.0% | -$20.76万 | 清仓 |
| VBK | VANGUARD SMALL-CAP GROWTH ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | DEFI TECHNOLOGIES INC COM | $1.90万 | 0.00% | 34,428 | 0 | 0.0% | — | 不变 |
| BTQ | BTQ TECHNOLOGIES CORP COM | $3.81万 | 0.01% | 14,252 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC COM | $21.09万 | 0.03% | 1,276 | 2 | 0.2% | $331 | 加仓 |
| CHAT | ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF | $21.47万 | 0.03% | 3,472 | 3,472 | — | $21.47万 | 新建仓 |
| CPNG | COUPANG INC CL A | $21.60万 | 0.03% | 11,441 | 11,441 | — | $21.60万 | 新建仓 |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $22.11万 | 0.03% | 6,711 | -2,798 | -29.4% | -$9.22万 | 减仓 |
| MCK | MCKESSON CORP COM | $22.41万 | 0.04% | 259 | -28 | -9.8% | -$2.42万 | 减仓 |
| BA | BOEING CO COM | $23.11万 | 0.04% | 1,161 | -340 | -22.7% | -$6.77万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $23.86万 | 0.04% | 5,938 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $24.93万 | 0.04% | 9,724 | 763 | 8.5% | $1.96万 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $25.07万 | 0.04% | 1,736 | 0 | 0.0% | — | 不变 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | $25.20万 | 0.04% | 5,923 | 0 | 0.0% | — | 不变 |
| CGUS | CAPITAL GROUP CORE EQUITY ETF | $25.49万 | 0.04% | 6,635 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $25.65万 | 0.04% | 657 | 657 | — | $25.65万 | 新建仓 |
| TCAF | T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | $26.60万 | 0.04% | 7,475 | -12,870 | -63.3% | -$45.80万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $27.59万 | 0.04% | 1,681 | 1,681 | — | $27.59万 | 新建仓 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $27.63万 | 0.04% | 1,637 | -286 | -14.9% | -$4.83万 | 减仓 |
| HYS | PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND | $28.07万 | 0.04% | 3,010 | 0 | 0.0% | — | 不变 |
| NULG | NUVEEN ESG LARGE-CAP GROWTH ETF | $28.16万 | 0.04% | 3,096 | -1,000 | -24.4% | -$9.09万 | 减仓 |
| GEV | GE VERNOVA INC COM | $28.30万 | 0.04% | 324 | 0 | 0.0% | — | 不变 |
| BLOK | AMPLIFY BLOCKCHAIN TECHNOLOGY ETF | $28.92万 | 0.05% | 5,806 | -784 | -11.9% | -$3.91万 | 减仓 |
| MPLX | MPLX LP COM UNIT REP LTD | $29.62万 | 0.05% | 5,189 | 5,189 | — | $29.62万 | 新建仓 |
| KBWB | INVESCO KBW BANK ETF | $29.74万 | 0.05% | 3,759 | -60 | -1.6% | -$4,747 | 减仓 |
| GE | GE AEROSPACE COM NEW | $29.97万 | 0.05% | 1,056 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES MSCI EAFE GROWTH ETF | $30.44万 | 0.05% | 2,733 | 474 | 21.0% | $5.28万 | 加仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $30.54万 | 0.05% | 5,387 | -533 | -9.0% | -$3.02万 | 减仓 |
| GLD | SPDR GOLD SHARES | $31.37万 | 0.05% | 729 | 20 | 2.8% | $8,606 | 加仓 |
| GPC | GENUINE PARTS CO COM | $31.73万 | 0.05% | 3,000 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC COM | $31.97万 | 0.05% | 1,994 | 600 | 43.0% | $9.62万 | 加仓 |
| ORCL | ORACLE CORP COM | $32.27万 | 0.05% | 2,194 | 759 | 52.9% | $11.16万 | 加仓 |
| MRK | MERCK & CO INC COM | $32.82万 | 0.05% | 2,728 | 10 | 0.4% | $1,203 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $32.99万 | 0.05% | 1,219 | 504 | 70.5% | $13.64万 | 加仓 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $33.47万 | 0.05% | 4,501 | 1,368 | 43.7% | $10.17万 | 加仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $33.50万 | 0.05% | 6,785 | -10,523 | -60.8% | -$51.95万 | 减仓 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $34.84万 | 0.06% | 4,395 | 0 | 0.0% | — | 不变 |
| FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | $35.17万 | 0.06% | 1,691 | -350 | -17.1% | -$7.28万 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $35.36万 | 0.06% | 1,102 | 0 | 0.0% | — | 不变 |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $37.93万 | 0.06% | 3,480 | -599 | -14.7% | -$6.53万 | 减仓 |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $38.16万 | 0.06% | 4,621 | -1,267 | -21.5% | -$10.46万 | 减仓 |
| IYH | ISHARES U.S. HEALTHCARE ETF | $39.97万 | 0.06% | 6,484 | -1,030 | -13.7% | -$6.35万 | 减仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $40.40万 | 0.06% | 579 | -24 | -4.0% | -$1.67万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $40.65万 | 0.06% | 2,779 | 1,008 | 56.9% | $14.75万 | 加仓 |
| SPYD | STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF | $40.74万 | 0.06% | 8,949 | -2,493 | -21.8% | -$11.35万 | 减仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $41.36万 | 0.07% | 6,124 | 205 | 3.5% | $1.38万 | 加仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $41.50万 | 0.07% | 16,766 | 5,155 | 44.4% | $12.76万 | 加仓 |
| ESGV | VANGUARD ESG U.S. STOCK ETF | $41.69万 | 0.07% | 3,713 | -304 | -7.6% | -$3.41万 | 减仓 |
| SPYX | STATE STREET SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF | $42.84万 | 0.07% | 8,079 | 0 | 0.0% | — | 不变 |
| PXF | INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF | $43.61万 | 0.07% | 6,238 | 2,371 | 61.3% | $16.57万 | 加仓 |
| IYF | ISHARES U.S. FINANCIALS ETF | $43.95万 | 0.07% | 3,736 | -1 | -0.0% | -$118 | 减仓 |
| FDN | FIRST TR DJ INTERNET INDEX | $44.44万 | 0.07% | 1,899 | -1,125 | -37.2% | -$26.33万 | 减仓 |
| VRT | VERTIV HOLDINGS CO COM CL A | $45.12万 | 0.07% | 1,801 | 202 | 12.6% | $5.06万 | 加仓 |
| JGRO | JPMORGAN ACTIVE GROWTH ETF | $45.29万 | 0.07% | 5,359 | -1,586 | -22.8% | -$13.40万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $45.97万 | 0.07% | 1,332 | 300 | 29.1% | $10.35万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $46.31万 | 0.07% | 775 | 0 | 0.0% | — | 不变 |
| — | BARON TECHNOLOGY ETF | $48.39万 | 0.08% | 20,743 | 20,743 | — | $48.39万 | 新建仓 |
| — | EXXON MOBIL CORP COM | $48.76万 | 0.08% | 2,874 | 528 | 22.5% | $8.96万 | 加仓 |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $50.51万 | 0.08% | 4,556 | -1,177 | -20.5% | -$13.05万 | 减仓 |
| V | VISA INC COM CL A | $50.66万 | 0.08% | 1,676 | 1 | 0.1% | $302 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $51.53万 | 0.08% | 1,796 | -427 | -19.2% | -$12.25万 | 减仓 |
| XLG | INVESCO S&P 500 TOP 50 ETF | $52.68万 | 0.08% | 9,657 | 410 | 4.4% | $2.24万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC COM | $53.53万 | 0.08% | 7,442 | 2,735 | 58.1% | $19.67万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $55.37万 | 0.09% | 11,029 | -1,253 | -10.2% | -$6.29万 | 减仓 |
| VOE | VANGUARD MID-CAP VALUE ETF | $55.89万 | 0.09% | 3,033 | 95 | 3.2% | $1.75万 | 加仓 |
| IQLT | ISHARES MSCI INTL QUALITY FACTOR ETF | $58.45万 | 0.09% | 12,644 | -979 | -7.2% | -$4.53万 | 减仓 |
| IGM | ISHARES EXPANDED TECH SECTOR ETF | $59.31万 | 0.09% | 5,005 | -683 | -12.0% | -$8.09万 | 减仓 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $59.93万 | 0.09% | 23,877 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL U.S. TARGETED VALUE ETF | $60.00万 | 0.09% | 9,607 | 816 | 9.3% | $5.10万 | 加仓 |
| VGK | VANGUARD FTSE EUROPE ETF | $60.67万 | 0.10% | 7,360 | -401 | -5.2% | -$3.31万 | 减仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $60.72万 | 0.10% | 8,652 | 2,165 | 33.4% | $15.19万 | 加仓 |
| QTUM | DEFIANCE QUANTUM ETF | $63.11万 | 0.10% | 5,882 | 1,641 | 38.7% | $17.61万 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $63.61万 | 0.10% | 2,958 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC COM | $64.06万 | 0.10% | 3,432 | 3,432 | — | $64.06万 | 新建仓 |
| JPLD | JPMORGAN LIMITED DURATION BOND ETF | $64.74万 | 0.10% | 12,404 | 12,404 | — | $64.74万 | 新建仓 |
| AIQ | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | $65.70万 | 0.10% | 14,077 | -5,934 | -29.7% | -$27.69万 | 减仓 |
| SMH | VANECK SEMICONDUCTOR ETF | $66.37万 | 0.10% | 1,731 | 611 | 54.6% | $23.43万 | 加仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $68.88万 | 0.11% | 5,541 | 2,115 | 61.7% | $26.29万 | 加仓 |
| SOXL | DIREXION DAILY SEMICONDUCTOR BULL 3X ETF | $69.43万 | 0.11% | 14,492 | 14,492 | — | $69.43万 | 新建仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $72.78万 | 0.12% | 2,935 | 664 | 29.2% | $16.46万 | 加仓 |
| IDMO | INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF | $73.18万 | 0.12% | 13,344 | 70 | 0.5% | $3,839 | 加仓 |
| WMT | WALMART INC COM | $74.81万 | 0.12% | 6,020 | 229 | 4.0% | $2.85万 | 加仓 |
| DSI | ISHARES ESG MSCI KLD 400 ETF | $74.96万 | 0.12% | 6,185 | 150 | 2.5% | $1.82万 | 加仓 |
| MCD | MCDONALDS CORP COM | $76.76万 | 0.12% | 2,470 | 5 | 0.2% | $1,554 | 加仓 |
| SUSA | ISHARES ESG OPTIMIZED MSCI USA ETF | $77.65万 | 0.12% | 5,878 | 0 | 0.0% | — | 不变 |
| FDVV | FIDELITY HIGH DIVIDEND ETF | $78.41万 | 0.12% | 14,194 | -511 | -3.5% | -$2.82万 | 减仓 |
| ON | ON SEMICONDUCTOR CORP COM | $84.94万 | 0.13% | 13,718 | 13,718 | — | $84.94万 | 新建仓 |
| PXH | INVESCO RAFI EMERGING MARKETS ETF | $85.16万 | 0.13% | 31,646 | 8,781 | 38.4% | $23.63万 | 加仓 |
| FENI | FIDELITY ENHANCED INTERNATIONAL ETF | $88.86万 | 0.14% | 23,886 | 23,886 | — | $88.86万 | 新建仓 |
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | $94.29万 | 0.15% | 10,218 | 2,813 | 38.0% | $25.96万 | 加仓 |
| T | AT&T INC COM | $94.60万 | 0.15% | 32,633 | 2,403 | 7.9% | $6.97万 | 加仓 |
| AVGO | BROADCOM INC COM | $98.56万 | 0.16% | 3,184 | 561 | 21.4% | $17.37万 | 加仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $100.89万 | 0.16% | 19,935 | -2,569 | -11.4% | -$13.00万 | 减仓 |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | $101.18万 | 0.16% | 10,602 | -203 | -1.9% | -$1.94万 | 减仓 |
| KO | COCA COLA CO COM | $102.27万 | 0.16% | 13,448 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $122.84万 | 0.19% | 9,382 | 12 | 0.1% | $1,571 | 加仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $123.25万 | 0.19% | 2,890 | 0 | 0.0% | — | 不变 |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $129.05万 | 0.20% | 12,832 | -7,496 | -36.9% | -$75.39万 | 减仓 |