Roberts Wealth Advisors, LLC
PALO ALTO CA · SEC CIK 0001885319
$3.94亿2026Q1 申报市值
110持仓数
43.7%前十大占比 · 第一大 8.2%
14 / 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
JSCP 加仓+$426.87万
JPST 加仓+$279.69万
AMT 加仓+$168.89万
AAP 加仓+$162.88万
AAPL 加仓+$119.13万
2026Q1 卖出最多 按季末市值估算
COHR 减仓-$248.52万
VUSB 减仓-$219.48万
PYPL 清仓-$175.01万
SE 减仓-$41.58万
DHR 清仓-$21.75万
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 |
|---|---|---|---|---|---|---|---|---|
| MRK | MERCK & CO INC | $796.55万 | 2.02% | 66,219 | 1,975 | 3.1% | $23.76万 | 加仓 |
| COHR | COHERENT CORP | $838.79万 | 2.13% | 35,212 | -10,433 | -22.9% | -$248.52万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $907.83万 | 2.30% | 21,784 | 973 | 4.7% | $40.55万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $909.61万 | 2.31% | 141,949 | -1,533 | -1.1% | -$9.82万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,079.36万 | 2.74% | 199,696 | 19,869 | 11.0% | $107.39万 | 加仓 |
| AMZN | AMAZON COM INC | $1,153.75万 | 2.93% | 55,397 | 5,215 | 10.4% | $108.61万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,184.43万 | 3.01% | 478,557 | 34,504 | 7.8% | $85.40万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,255.47万 | 3.19% | 33,916 | 698 | 2.1% | $25.84万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1,341.39万 | 3.41% | 51,214 | 2,016 | 4.1% | $52.80万 | 加仓 |
| GOOG | ALPHABET INC | $1,931.70万 | 4.90% | 67,339 | 939 | 1.4% | $26.94万 | 加仓 |
| AAPL | APPLE INC | $2,345.96万 | 5.96% | 92,437 | 4,694 | 5.3% | $119.13万 | 加仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $2,778.27万 | 7.05% | 587,373 | 90,247 | 18.2% | $426.87万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $3,226.37万 | 8.19% | 637,497 | 55,264 | 9.5% | $279.69万 | 加仓 |