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 |
|---|---|---|---|---|---|---|---|---|
| DFCA | DIMENSIONAL ETF TRUST | $32.16万 | 0.07% | 6,409 | -2,140 | -25.0% | -$10.74万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $31.28万 | 0.07% | 4,335 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $30.72万 | 0.07% | 2,000 | 2,000 | — | $30.72万 | 新建仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $27.30万 | 0.06% | 5,389 | 1,000 | 22.8% | $5.07万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $26.91万 | 0.06% | 957 | -310 | -24.5% | -$8.72万 | 减仓 |
| PEP | PEPSICO INC | $26.27万 | 0.06% | 1,940 | -5 | -0.3% | -$677 | 减仓 |
| ARM | ARM HOLDINGS PLC | $24.79万 | 0.06% | 699 | 699 | — | $24.79万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $23.01万 | 0.05% | 1,818 | 1,818 | — | $23.01万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $22.53万 | 0.05% | 1,059 | 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 |
| JNJ | JOHNSON & JOHNSON | $21.82万 | 0.05% | 859 | 0 | 0.0% | — | 不变 |
| 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 |