Roger Wittlin Investment Advisory, LLC
San Francisco CA · SEC CIK 0001911328
$1.27亿2026Q2 申报市值
43持仓数
75.2%前十大占比 · 第一大 20.6%
6 / 2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
IAU 加仓+$117.32万
SPMO 加仓+$115.28万
IEMG 新建仓+$97.24万
PROSHARES TR 新建仓+$57.66万
GLD 加仓+$40.89万
2026Q2 卖出最多 按季末市值估算
SCHB 减仓-$533.84万
VTI 减仓-$281.45万
VLU 减仓-$199.34万
IJH 清仓-$116.04万
VXUS 减仓-$52.12万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| IJH | ISHARES TR | $0 | 0.00% | 0 | -17,183 | -100.0% | -$116.04万 | 清仓 |
| SHY | ISHARES TR | $0 | 0.00% | 0 | -3,746 | -100.0% | -$30.93万 | 清仓 |
| EFA | ISHARES TR | $20.01万 | 0.16% | 1,925 | -352 | -15.5% | -$3.66万 | 减仓 |
| FLRN | SPDR SERIES TRUST | $20.30万 | 0.16% | 6,580 | 68 | 1.0% | $2,098 | 加仓 |
| GOOG | ALPHABET INC | $24.66万 | 0.19% | 697 | 697 | — | $24.66万 | 新建仓 |
| PLD | PROLOGIS INC. | $29.04万 | 0.23% | 2,143 | -5 | -0.2% | -$678 | 减仓 |
| UAE | ISHARES TR | $29.19万 | 0.23% | 15,356 | 15,356 | — | $29.19万 | 新建仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $33.38万 | 0.26% | 2,126 | 7 | 0.3% | $1,099 | 加仓 |
| GOOGL | ALPHABET INC | $35.09万 | 0.28% | 981 | 981 | — | $35.09万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $36.28万 | 0.29% | 12,327 | 12,327 | — | $36.28万 | 新建仓 |
| SCHA | SCHWAB STRATEGIC TR | $38.28万 | 0.30% | 10,594 | -2,752 | -20.6% | -$9.94万 | 减仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $39.10万 | 0.31% | 4,252 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $39.47万 | 0.31% | 12,690 | 48 | 0.4% | $1,493 | 加仓 |
| IGSB | ISHARES TR | $43.68万 | 0.34% | 8,334 | -2,528 | -23.3% | -$13.25万 | 减仓 |
| AGG | ISHARES TR | $51.11万 | 0.40% | 5,163 | 52 | 1.0% | $5,147 | 加仓 |
| — | PROSHARES TR | $57.66万 | 0.45% | 23,008 | 23,008 | — | $57.66万 | 新建仓 |
| IUSB | ISHARES TR | $58.45万 | 0.46% | 12,665 | 131 | 1.0% | $6,046 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $62.26万 | 0.49% | 5,336 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $63.28万 | 0.50% | 22,846 | -102 | -0.4% | -$2,825 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $74.68万 | 0.59% | 15,953 | -7,239 | -31.2% | -$33.89万 | 减仓 |
| LQD | ISHARES TR | $75.83万 | 0.60% | 6,952 | 249 | 3.7% | $2.72万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $92.71万 | 0.73% | 10,470 | -389 | -3.6% | -$3.44万 | 减仓 |
| IEMG | ISHARES INC | $97.24万 | 0.76% | 11,738 | 11,738 | — | $97.24万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $101.33万 | 0.80% | 1,475 | -26 | -1.7% | -$1.79万 | 减仓 |
| PYLD | PIMCO ETF TR | $108.52万 | 0.85% | 40,920 | 570 | 1.4% | $1.51万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $109.78万 | 0.86% | 4,639 | 22 | 0.5% | $5,206 | 加仓 |
| MINT | PIMCO ETF TR | $110.30万 | 0.87% | 10,940 | -15 | -0.1% | -$1,512 | 减仓 |
| SDY | SPDR SERIES TRUST | $112.67万 | 0.89% | 7,403 | -220 | -2.9% | -$3.35万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $132.93万 | 1.04% | 18,107 | -3,990 | -18.1% | -$29.29万 | 减仓 |
| GLD | SPDR GOLD TR | $162.05万 | 1.27% | 4,399 | 1,110 | 33.7% | $40.89万 | 加仓 |
| IEFA | ISHARES TR | $175.71万 | 1.38% | 18,193 | -1,187 | -6.1% | -$11.46万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $204.95万 | 1.61% | 12,687 | 7,136 | 128.6% | $115.28万 | 加仓 |
| LONZ | PIMCO ETF TR | $300.02万 | 2.36% | 60,842 | -7,163 | -10.5% | -$35.32万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $301.28万 | 2.37% | 14,160 | -1,195 | -7.8% | -$25.43万 | 减仓 |
| VLU | SPDR SERIES TRUST | $309.12万 | 2.43% | 12,976 | -8,368 | -39.2% | -$199.34万 | 减仓 |
| BOND | PIMCO ETF TR | $329.74万 | 2.59% | 35,759 | 29 | 0.1% | $2,674 | 加仓 |
| IAU | ISHARES GOLD TR | $333.23万 | 2.62% | 44,131 | 15,537 | 54.3% | $117.32万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $341.17万 | 2.68% | 117,806 | -184,335 | -61.0% | -$533.84万 | 减仓 |
| VO | VANGUARD INDEX FDS | $467.39万 | 3.67% | 58,010 | -166 | -0.3% | -$1.34万 | 减仓 |
| QQQ | INVESCO QQQ TR | $485.44万 | 3.81% | 6,592 | -596 | -8.3% | -$43.89万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $644.16万 | 5.06% | 75,348 | -6,097 | -7.5% | -$52.12万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $789.92万 | 6.21% | 10,577 | -347 | -3.2% | -$25.92万 | 减仓 |
| ITOT | ISHARES TR | $1,504.84万 | 11.82% | 91,607 | 128 | 0.1% | $2.10万 | 加仓 |
| IVV | ISHARES TR | $2,063.78万 | 16.21% | 27,557 | -357 | -1.3% | -$26.74万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $2,617.76万 | 20.57% | 70,742 | -7,606 | -9.7% | -$281.45万 | 减仓 |