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 |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | $0 | 0.00% | 0 | -677 | -100.0% | -$39.06万 | 清仓 |
| IJH | ISHARES TR | $0 | 0.00% | 0 | -5,085 | -100.0% | -$34.34万 | 清仓 |
| SHY | ISHARES TR | $0 | 0.00% | 0 | -3,081 | -100.0% | -$25.44万 | 清仓 |
| KMI | KINDER MORGAN INC DEL | $0 | 0.00% | 0 | -7,007 | -100.0% | -$23.49万 | 清仓 |
| FLXR | TCW ETF TRUST | $0 | 0.00% | 0 | -5,255 | -100.0% | -$20.64万 | 清仓 |
| JNJ | JOHNSON & JOHNSON | $21.82万 | 0.05% | 859 | 0 | 0.0% | — | 不变 |
| JMST | J P MORGAN EXCHANGE TRADED F | $22.50万 | 0.05% | 4,411 | 4,411 | — | $22.50万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $22.53万 | 0.05% | 1,059 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $23.01万 | 0.05% | 1,818 | 1,818 | — | $23.01万 | 新建仓 |
| ARM | ARM HOLDINGS PLC | $24.79万 | 0.06% | 699 | 699 | — | $24.79万 | 新建仓 |
| PEP | PEPSICO INC | $26.27万 | 0.06% | 1,940 | -5 | -0.3% | -$677 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $26.91万 | 0.06% | 957 | -310 | -24.5% | -$8.72万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $27.30万 | 0.06% | 5,389 | 1,000 | 22.8% | $5.07万 | 加仓 |
| FTNT | FORTINET INC | $30.72万 | 0.07% | 2,000 | 2,000 | — | $30.72万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $31.28万 | 0.07% | 4,335 | 0 | 0.0% | — | 不变 |
| DFCA | DIMENSIONAL ETF TRUST | $32.16万 | 0.07% | 6,409 | -2,140 | -25.0% | -$10.74万 | 减仓 |
| META | META PLATFORMS INC | $32.33万 | 0.07% | 574 | 6 | 1.1% | $3,380 | 加仓 |
| ABBV | ABBVIE INC | $32.56万 | 0.07% | 1,294 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD WORLD FD | $33.23万 | 0.08% | 1,698 | 30 | 1.8% | $5,871 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $34.21万 | 0.08% | 6,731 | 1,090 | 19.3% | $5.54万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $34.54万 | 0.08% | 10,893 | 84 | 0.8% | $2,664 | 加仓 |
| IEFA | ISHARES TR | $36.04万 | 0.08% | 3,731 | -701 | -15.8% | -$6.77万 | 减仓 |
| NFLX | NETFLIX INC. | $36.74万 | 0.08% | 5,146 | -694 | -11.9% | -$4.96万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $38.22万 | 0.09% | 4,626 | -234 | -4.8% | -$1.93万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $38.41万 | 0.09% | 3,040 | 0 | 0.0% | — | 不变 |
| XLRE | SELECT SECTOR SPDR TR | $40.80万 | 0.09% | 9,267 | -2,226 | -19.4% | -$9.80万 | 减仓 |
| GLW | CORNING INC | $40.87万 | 0.09% | 1,600 | -2 | -0.1% | -$511 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $41.46万 | 0.09% | 14,317 | -7,097 | -33.1% | -$20.55万 | 减仓 |
| QLYS | QUALYS INC | $44.00万 | 0.10% | 3,200 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $44.44万 | 0.10% | 5,377 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $45.24万 | 0.10% | 1,139 | -440 | -27.9% | -$17.48万 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $46.62万 | 0.11% | 2,127 | -68 | -3.1% | -$1.49万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $48.43万 | 0.11% | 5,830 | -1,624 | -21.8% | -$13.49万 | 减仓 |
| DE | DEERE & CO | $51.89万 | 0.12% | 818 | -445 | -35.2% | -$28.23万 | 减仓 |
| LLY | ELI LILLY & CO | $54.61万 | 0.12% | 455 | -225 | -33.1% | -$27.00万 | 减仓 |
| PWRD | TCW ETF TRUST | $55.87万 | 0.13% | 4,544 | 0 | 0.0% | — | 不变 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $56.31万 | 0.13% | 5,597 | 1,483 | 36.0% | $14.92万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $60.71万 | 0.14% | 1,401 | -225 | -13.8% | -$9.75万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $62.13万 | 0.14% | 1,975 | -101 | -4.9% | -$3.18万 | 减仓 |
| AVGO | BROADCOM INC | $63.95万 | 0.15% | 1,693 | 20 | 1.2% | $7,555 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $64.29万 | 0.15% | 12,106 | -1,056 | -8.0% | -$5.61万 | 减仓 |
| CVX | CHEVRON CORPORATION | $74.87万 | 0.17% | 4,517 | -1,350 | -23.0% | -$22.38万 | 减仓 |
| SO | SOUTHERN CO | $83.64万 | 0.19% | 8,739 | 56 | 0.6% | $5,360 | 加仓 |
| GCAL | GOLDMAN SACHS ETF TR | $85.21万 | 0.19% | 16,642 | 16,642 | — | $85.21万 | 新建仓 |
| VUSB | VANGUARD BD INDEX FDS | $85.46万 | 0.19% | 17,168 | -19,125 | -52.7% | -$95.20万 | 减仓 |
| ORCL | ORACLE CORP | $95.24万 | 0.22% | 6,499 | -137 | -2.1% | -$2.01万 | 减仓 |
| ZTS | ZOETIS INC | $97.41万 | 0.22% | 13,555 | -649 | -4.6% | -$4.66万 | 减仓 |
| ADBE | ADOBE INC | $100.40万 | 0.23% | 4,897 | -295 | -5.7% | -$6.05万 | 减仓 |
| BE | BLOOM ENERGY CORP | $117.99万 | 0.27% | 3,898 | -1,001 | -20.4% | -$30.30万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $122.36万 | 0.28% | 33,868 | -3,029 | -8.2% | -$10.94万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $134.54万 | 0.31% | 7,263 | -1,053 | -12.7% | -$19.51万 | 减仓 |
| IVV | ISHARES TR | $144.88万 | 0.33% | 1,935 | -92 | -4.5% | -$6.89万 | 减仓 |
| UNP | UNION PAC CORP | $152.54万 | 0.35% | 5,608 | -613 | -9.9% | -$16.67万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $155.31万 | 0.35% | 9,789 | 764 | 8.5% | $12.12万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $163.97万 | 0.37% | 15,306 | 890 | 6.2% | $9.53万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $165.74万 | 0.38% | 30,915 | 1,360 | 4.6% | $7.29万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $185.35万 | 0.42% | 15,804 | 3,407 | 27.5% | $39.96万 | 加仓 |
| DD | DUPONT DE NEMOURS INC | $188.24万 | 0.43% | 13,878 | -26,524 | -65.7% | -$359.77万 | 减仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $210.37万 | 0.48% | 24,436 | 5,231 | 27.2% | $45.03万 | 加仓 |
| INTU | INTUIT | $218.75万 | 0.50% | 8,381 | 2,583 | 44.5% | $67.42万 | 加仓 |
| SNPS | SYNOPSYS INC | $221.03万 | 0.50% | 4,955 | 4,955 | — | $221.03万 | 新建仓 |
| FANG | DIAMONDBACK ENERGY INC | $222.66万 | 0.51% | 12,667 | 421 | 3.4% | $7.40万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $226.96万 | 0.52% | 11,343 | -1,248 | -9.9% | -$24.97万 | 减仓 |
| — | ELECTRONIC ARTS INC | $239.56万 | 0.54% | 11,684 | -3,691 | -24.0% | -$75.68万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $246.94万 | 0.56% | 68,101 | -954 | -1.4% | -$3.46万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $249.92万 | 0.57% | 27,086 | 721 | 2.7% | $6.65万 | 加仓 |
| RTX | RTX CORPORATION | $252.34万 | 0.57% | 13,300 | 475 | 3.7% | $9.01万 | 加仓 |
| HD | HOME DEPOT INC | $256.48万 | 0.58% | 7,272 | 319 | 4.6% | $11.25万 | 加仓 |
| IJR | ISHARES TR | $269.87万 | 0.61% | 18,197 | -1,408 | -7.2% | -$20.88万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $271.40万 | 0.62% | 3,634 | -493 | -11.9% | -$36.82万 | 减仓 |
| — | EXXON MOBIL CORP | $274.68万 | 0.62% | 20,091 | -464 | -2.3% | -$6.34万 | 减仓 |
| SPTS | SPDR SERIES TRUST | $277.09万 | 0.63% | 95,515 | 5,778 | 6.4% | $16.76万 | 加仓 |
| NKE | NIKE INC | $287.44万 | 0.65% | 70,022 | 7,651 | 12.3% | $31.41万 | 加仓 |
| CRM | SALESFORCE INC | $289.07万 | 0.66% | 18,452 | 52 | 0.3% | $8,146 | 加仓 |
| Q | QNITY ELECTRONICS INC | $295.05万 | 0.67% | 18,067 | -87 | -0.5% | -$1.42万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $302.10万 | 0.69% | 71,350 | 2,839 | 4.1% | $12.02万 | 加仓 |
| INDA | ISHARES TR | $316.64万 | 0.72% | 64,111 | 1,047 | 1.7% | $5.17万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $353.33万 | 0.80% | 4,630 | 152 | 3.4% | $11.60万 | 加仓 |
| TW | TRADEWEB MKTS INC | $367.31万 | 0.83% | 36,856 | -99 | -0.3% | -$9,866 | 减仓 |
| VTR | VENTAS INC | $374.73万 | 0.85% | 42,200 | 247 | 0.6% | $2.19万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $379.23万 | 0.86% | 9,536 | 641 | 7.2% | $25.49万 | 加仓 |
| AAP | ADVANCE AUTO PARTS INC | $396.83万 | 0.90% | 63,778 | 2,920 | 4.8% | $18.17万 | 加仓 |
| GOOGL | ALPHABET INC | $405.72万 | 0.92% | 11,353 | 68 | 0.6% | $2.43万 | 加仓 |
| DDOG | DATADOG INC | $406.92万 | 0.92% | 15,629 | 495 | 3.3% | $12.89万 | 加仓 |
| CCJ | CAMECO CORP | $426.59万 | 0.97% | 41,880 | 1,893 | 4.7% | $19.28万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $438.99万 | 1.00% | 29,937 | 432 | 1.5% | $6.33万 | 加仓 |
| QCOM | QUALCOMM INC | $440.79万 | 1.00% | 23,853 | -1,275 | -5.1% | -$23.56万 | 减仓 |
| GSK | GSK PLC | $449.34万 | 1.02% | 85,719 | 243 | 0.3% | $1.27万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $453.17万 | 1.03% | 27,705 | 1,076 | 4.0% | $17.60万 | 加仓 |
| SNOW | SNOWFLAKE INC | $460.72万 | 1.05% | 18,103 | -1,159 | -6.0% | -$29.50万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $482.75万 | 1.10% | 25,338 | -1,100 | -4.2% | -$20.96万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $486.92万 | 1.11% | 5,205 | -282 | -5.1% | -$26.38万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $488.28万 | 1.11% | 9,739 | 263 | 2.8% | $13.19万 | 加仓 |
| LIN | LINDE PLC | $525.44万 | 1.19% | 10,125 | -335 | -3.2% | -$17.38万 | 减仓 |
| DIS | DISNEY WALT CO | $549.98万 | 1.25% | 57,140 | 2,836 | 5.2% | $27.30万 | 加仓 |
| V | VISA INC | $554.94万 | 1.26% | 16,175 | 400 | 2.5% | $13.72万 | 加仓 |
| SE | SEA LTD | $612.23万 | 1.39% | 63,887 | 27,875 | 77.4% | $267.13万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $674.51万 | 1.53% | 76,850 | 1,787 | 2.4% | $15.68万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $682.63万 | 1.55% | 13,788 | 251 | 1.9% | $12.43万 | 加仓 |
| CSCO | CISCO SYS INC | $684.37万 | 1.55% | 58,264 | -13,131 | -18.4% | -$154.24万 | 减仓 |