Roberts Wealth Advisors, LLC
PALO ALTO CA · SEC CIK 0001885319
$4.40亿2026Q2 申报市值
111持仓数
44.0%前十大占比 · 第一大 7.6%
6 / 5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
SE 加仓+$267.13万
SNPS 新建仓+$221.03万
JSCP 加仓+$183.15万
JPST 加仓+$107.25万
GCAL 新建仓+$85.21万
2026Q2 卖出最多 按季末市值估算
DD 减仓-$359.77万
CSCO 减仓-$154.24万
VUSB 减仓-$95.20万
ELECTRONIC ARTS 减仓-$75.68万
AAPL 减仓-$59.09万
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 |
|---|---|---|---|---|---|---|---|---|
| WSM | WILLIAMS SONOMA INC | $688.35万 | 1.56% | 29,530 | 1,332 | 4.7% | $31.05万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $694.35万 | 1.58% | 27,776 | 1,949 | 7.5% | $48.72万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $793.42万 | 1.80% | 24,239 | -287 | -1.2% | -$9.39万 | 减仓 |
| MRK | MERCK & CO INC | $843.54万 | 1.92% | 65,645 | -574 | -0.9% | -$7.38万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,010.15万 | 2.29% | 141,776 | -173 | -0.1% | -$1.23万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $1,031.63万 | 2.34% | 21,004 | -780 | -3.6% | -$38.31万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,248.15万 | 2.84% | 209,105 | 9,409 | 4.7% | $56.16万 | 加仓 |
| AMZN | AMAZON COM INC | $1,284.84万 | 2.92% | 53,908 | -1,489 | -2.7% | -$35.49万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,297.29万 | 2.95% | 34,778 | 862 | 2.5% | $32.15万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,352.42万 | 3.07% | 488,237 | 9,680 | 2.0% | $26.81万 | 加仓 |
| COHR | COHERENT CORP | $1,387.43万 | 3.15% | 35,172 | -40 | -0.1% | -$1.58万 | 减仓 |
| VB | VANGUARD INDEX FDS | $1,548.68万 | 3.52% | 51,091 | -123 | -0.2% | -$3.73万 | 减仓 |
| GOOG | ALPHABET INC | $2,342.45万 | 5.32% | 66,296 | -1,043 | -1.5% | -$36.85万 | 减仓 |
| AAPL | APPLE INC | $2,615.67万 | 5.94% | 90,395 | -2,042 | -2.2% | -$59.09万 | 减仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $2,952.32万 | 6.71% | 626,222 | 38,849 | 6.6% | $183.15万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $3,331.08万 | 7.57% | 658,706 | 21,209 | 3.3% | $107.25万 | 加仓 |