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 |
|---|---|---|---|---|---|---|---|---|
| JPST | J P MORGAN EXCHANGE TRADED F | $3,226.37万 | 8.19% | 637,497 | 55,264 | 9.5% | $279.69万 | 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 |
| AAPL | APPLE INC | $2,345.96万 | 5.96% | 92,437 | 4,694 | 5.3% | $119.13万 | 加仓 |
| GOOG | ALPHABET INC | $1,931.70万 | 4.90% | 67,339 | 939 | 1.4% | $26.94万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1,341.39万 | 3.41% | 51,214 | 2,016 | 4.1% | $52.80万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,255.47万 | 3.19% | 33,916 | 698 | 2.1% | $25.84万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,184.43万 | 3.01% | 478,557 | 34,504 | 7.8% | $85.40万 | 加仓 |
| AMZN | AMAZON COM INC | $1,153.75万 | 2.93% | 55,397 | 5,215 | 10.4% | $108.61万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,079.36万 | 2.74% | 199,696 | 19,869 | 11.0% | $107.39万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $909.61万 | 2.31% | 141,949 | -1,533 | -1.1% | -$9.82万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $907.83万 | 2.30% | 21,784 | 973 | 4.7% | $40.55万 | 加仓 |
| COHR | COHERENT CORP | $838.79万 | 2.13% | 35,212 | -10,433 | -22.9% | -$248.52万 | 减仓 |
| MRK | MERCK & CO INC | $796.55万 | 2.02% | 66,219 | 1,975 | 3.1% | $23.76万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $721.46万 | 1.83% | 24,526 | 1,430 | 6.2% | $42.06万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $697.19万 | 1.77% | 75,063 | 1,486 | 2.0% | $13.80万 | 加仓 |
| CSCO | CISCO SYS INC | $553.96万 | 1.41% | 71,395 | 1,953 | 2.8% | $15.15万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $546.75万 | 1.39% | 5,487 | 46 | 0.8% | $4.58万 | 加仓 |
| DIS | DISNEY WALT CO | $523.39万 | 1.33% | 54,304 | 3,180 | 6.2% | $30.65万 | 加仓 |
| LIN | LINDE PLC | $518.57万 | 1.32% | 10,460 | 129 | 1.2% | $6.40万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $514.14万 | 1.31% | 28,198 | 814 | 3.0% | $14.84万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $510.08万 | 1.29% | 25,827 | 1,746 | 7.3% | $34.48万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $485.82万 | 1.23% | 13,537 | 587 | 4.5% | $21.07万 | 加仓 |
| V | VISA INC | $476.78万 | 1.21% | 15,775 | 456 | 3.0% | $13.78万 | 加仓 |
| GSK | GSK PLC | $471.74万 | 1.20% | 85,476 | -295 | -0.3% | -$1.63万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $465.78万 | 1.18% | 9,476 | 595 | 6.7% | $29.25万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $459.57万 | 1.17% | 26,629 | 9,786 | 58.1% | $168.89万 | 加仓 |
| TW | TRADEWEB MKTS INC | $434.81万 | 1.10% | 36,955 | 1,256 | 3.5% | $14.78万 | 加仓 |
| CCJ | CAMECO CORP | $434.30万 | 1.10% | 39,987 | 959 | 2.5% | $10.42万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $426.17万 | 1.08% | 29,505 | 1,612 | 5.8% | $23.28万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $410.05万 | 1.04% | 8,895 | 481 | 5.7% | $22.17万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $351.36万 | 0.89% | 26,438 | 1,666 | 6.7% | $22.14万 | 加仓 |
| — | EXXON MOBIL CORP | $348.74万 | 0.89% | 20,555 | 421 | 2.1% | $7.14万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $343.92万 | 0.87% | 68,511 | 2,277 | 3.4% | $11.43万 | 加仓 |
| CRM | SALESFORCE INC | $343.47万 | 0.87% | 18,400 | 619 | 3.5% | $11.55万 | 加仓 |
| VTR | VENTAS INC | $343.09万 | 0.87% | 41,953 | 385 | 0.9% | $3.15万 | 加仓 |
| NKE | NIKE INC | $329.45万 | 0.84% | 62,371 | 4,064 | 7.0% | $21.47万 | 加仓 |
| GOOGL | ALPHABET INC | $324.51万 | 0.82% | 11,285 | 972 | 9.4% | $27.95万 | 加仓 |
| QCOM | QUALCOMM INC | $323.60万 | 0.82% | 25,128 | 779 | 3.2% | $10.03万 | 加仓 |
| AAP | ADVANCE AUTO PARTS INC | $321.03万 | 0.81% | 60,858 | 30,878 | 103.0% | $162.88万 | 加仓 |
| — | ELECTRONIC ARTS INC | $313.45万 | 0.80% | 15,375 | 0 | 0.0% | — | 不变 |
| SE | SEA LTD | $298.22万 | 0.76% | 36,012 | -5,021 | -12.2% | -$41.58万 | 减仓 |
| INDA | ISHARES TR | $295.39万 | 0.75% | 63,064 | 3,103 | 5.2% | $14.53万 | 加仓 |
| SNOW | SNOWFLAKE INC | $290.51万 | 0.74% | 19,262 | 1,562 | 8.8% | $23.56万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $268.43万 | 0.68% | 4,127 | 871 | 26.8% | $56.65万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $261.85万 | 0.66% | 89,737 | 11,307 | 14.4% | $32.99万 | 加仓 |
| INTU | INTUIT | $250.70万 | 0.64% | 5,798 | 274 | 5.0% | $11.85万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $247.77万 | 0.63% | 26,365 | 3,404 | 14.8% | $31.99万 | 加仓 |
| RTX | RTX CORPORATION | $247.39万 | 0.63% | 12,825 | 368 | 3.0% | $7.10万 | 加仓 |
| IJR | ISHARES TR | $243.71万 | 0.62% | 19,605 | 1,834 | 10.3% | $22.80万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $242.21万 | 0.61% | 12,246 | 425 | 3.6% | $8.41万 | 加仓 |
| HD | HOME DEPOT INC | $228.68万 | 0.58% | 6,953 | 329 | 5.0% | $10.82万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $227.54万 | 0.58% | 69,055 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $219.59万 | 0.56% | 12,591 | 720 | 6.1% | $12.56万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $209.46万 | 0.53% | 18,154 | 521 | 3.0% | $6.01万 | 加仓 |
| — | DUPONT DE NEMOURS INC | $185.04万 | 0.47% | 40,402 | 4,893 | 13.8% | $22.41万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $180.68万 | 0.46% | 36,293 | -44,085 | -54.8% | -$219.48万 | 减仓 |
| DDOG | DATADOG INC | $178.66万 | 0.45% | 15,134 | 1,093 | 7.8% | $12.90万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $174.83万 | 0.44% | 4,478 | 342 | 8.3% | $13.35万 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $173.65万 | 0.44% | 19,205 | 1,137 | 6.3% | $10.28万 | 加仓 |
| ZTS | ZOETIS INC | $167.91万 | 0.43% | 14,204 | -53 | -0.4% | -$6,265 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $159.82万 | 0.41% | 14,416 | 434 | 3.1% | $4.81万 | 加仓 |
| UNP | UNION PAC CORP | $150.93万 | 0.38% | 6,221 | 2,622 | 72.9% | $63.62万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $145.91万 | 0.37% | 29,555 | 1,611 | 5.8% | $7.95万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $135.10万 | 0.34% | 12,397 | 1,255 | 11.3% | $13.68万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $134.50万 | 0.34% | 8,316 | 285 | 3.5% | $4.61万 | 加仓 |
| IVV | ISHARES TR | $132.39万 | 0.34% | 2,027 | 215 | 11.9% | $14.04万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $132.31万 | 0.34% | 9,025 | 222 | 2.5% | $3.25万 | 加仓 |
| ADBE | ADOBE INC | $126.21万 | 0.32% | 5,192 | -343 | -6.2% | -$8.34万 | 减仓 |
| CVX | CHEVRON CORPORATION | $121.39万 | 0.31% | 5,867 | 416 | 7.6% | $8.61万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $107.30万 | 0.27% | 36,897 | 3,984 | 12.1% | $11.59万 | 加仓 |
| ORCL | ORACLE CORP | $97.62万 | 0.25% | 6,636 | -30 | -0.5% | -$4,413 | 减仓 |
| SO | SOUTHERN CO | $83.81万 | 0.21% | 8,683 | 51 | 0.6% | $4,923 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $80.63万 | 0.20% | 13,162 | 188 | 1.4% | $1.15万 | 加仓 |
| DE | DEERE & CO | $71.14万 | 0.18% | 1,263 | 1,263 | — | $71.14万 | 新建仓 |
| BE | BLOOM ENERGY CORP | $66.38万 | 0.17% | 4,899 | -859 | -14.9% | -$11.64万 | 减仓 |
| LLY | ELI LILLY & CO | $62.57万 | 0.16% | 680 | 680 | — | $62.57万 | 新建仓 |
| XLP | SELECT SECTOR SPDR TR | $61.11万 | 0.16% | 7,454 | -52 | -0.7% | -$4,263 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $59.58万 | 0.15% | 2,076 | 1 | 0.0% | $287 | 加仓 |
| NFLX | NETFLIX INC. | $56.15万 | 0.14% | 5,840 | 5,840 | — | $56.15万 | 新建仓 |
| SCHB | SCHWAB STRATEGIC TR | $53.75万 | 0.14% | 21,414 | 21,414 | — | $53.75万 | 新建仓 |
| AVGO | BROADCOM INC | $51.78万 | 0.13% | 1,673 | -233 | -12.2% | -$7.21万 | 减仓 |
| ADI | ANALOG DEVICES INC | $50.23万 | 0.13% | 1,579 | 2 | 0.1% | $636 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $46.93万 | 0.12% | 11,493 | 267 | 2.4% | $1.09万 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $44.74万 | 0.11% | 2,195 | -20 | -0.9% | -$4,076 | 减仓 |
| PWRD | TCW ETF TRUST | $44.42万 | 0.11% | 4,544 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $42.81万 | 0.11% | 5,377 | 621 | 13.1% | $4.94万 | 加仓 |
| DFCA | DIMENSIONAL ETF TRUST | $42.62万 | 0.11% | 8,549 | 112 | 1.3% | $5,583 | 加仓 |
| GILD | GILEAD SCIENCES INC | $42.37万 | 0.11% | 3,040 | -1,195 | -28.2% | -$16.65万 | 减仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $40.76万 | 0.10% | 4,114 | 2,061 | 100.4% | $20.42万 | 加仓 |
| IEFA | ISHARES TR | $40.12万 | 0.10% | 4,432 | 4,432 | — | $40.12万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $39.06万 | 0.10% | 677 | 677 | — | $39.06万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $34.74万 | 0.09% | 1,626 | -19 | -1.2% | -$4,060 | 减仓 |
| IJH | ISHARES TR | $34.34万 | 0.09% | 5,085 | 5,085 | — | $34.34万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $33.16万 | 0.08% | 10,809 | 10,809 | — | $33.16万 | 新建仓 |
| VPU | VANGUARD WORLD FD | $33.04万 | 0.08% | 1,668 | 87 | 5.5% | $1.72万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $33.02万 | 0.08% | 810 | -37 | -4.4% | -$1.51万 | 减仓 |
| META | META PLATFORMS INC | $32.50万 | 0.08% | 568 | -100 | -15.0% | -$5.72万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $31.18万 | 0.08% | 4,335 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $30.71万 | 0.08% | 1,267 | 1,267 | — | $30.71万 | 新建仓 |
| PEP | PEPSICO INC | $30.20万 | 0.08% | 1,945 | -70 | -3.5% | -$1.09万 | 减仓 |