Roger Wittlin Investment Advisory, LLC
San Francisco CA · SEC CIK 0001911328
$1.22亿2026Q1 申报市值
39持仓数
76.6%前十大占比 · 第一大 20.6%
1 / 1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
VXUS 加仓+$266.81万
JIVE 新建仓+$36.41万
SCHF 加仓+$29.98万
IEFA 加仓+$18.50万
IUSB 加仓+$3,972
2026Q1 卖出最多 按季末市值估算
SCHB 减仓-$492.44万
LONZ 减仓-$401.68万
VTI 减仓-$373.78万
SPY 减仓-$123.37万
QQQ 减仓-$78.79万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $2,513.50万 | 20.56% | 78,348 | -11,651 | -12.9% | -$373.78万 | 减仓 |
| IVV | ISHARES TR | $1,823.41万 | 14.91% | 27,914 | -642 | -2.2% | -$41.94万 | 减仓 |
| ITOT | ISHARES TR | $1,302.94万 | 10.66% | 91,479 | -2,714 | -2.9% | -$38.66万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $758.38万 | 6.20% | 302,141 | -196,192 | -39.4% | -$492.44万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $710.45万 | 5.81% | 10,924 | -1,897 | -14.8% | -$123.37万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $628.03万 | 5.14% | 81,445 | 34,601 | 73.9% | $266.81万 | 加仓 |
| VLU | SPDR SERIES TRUST | $458.85万 | 3.75% | 21,344 | -2,615 | -10.9% | -$56.22万 | 减仓 |
| VO | VANGUARD INDEX FDS | $417.70万 | 3.42% | 14,544 | -1,566 | -9.7% | -$44.98万 | 减仓 |
| QQQ | INVESCO QQQ TR | $414.89万 | 3.39% | 7,188 | -1,365 | -16.0% | -$78.79万 | 减仓 |
| LONZ | PIMCO ETF TR | $335.81万 | 2.75% | 68,005 | -81,344 | -54.5% | -$401.68万 | 减仓 |
| BOND | PIMCO ETF TR | $329.72万 | 2.70% | 35,730 | -4,691 | -11.6% | -$43.29万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $294.70万 | 2.41% | 15,355 | -804 | -5.0% | -$15.43万 | 减仓 |
| IAU | ISHARES GOLD TR | $252.08万 | 2.06% | 28,594 | -7,626 | -21.1% | -$67.23万 | 减仓 |
| IEFA | ISHARES TR | $175.45万 | 1.43% | 19,380 | 2,043 | 11.8% | $18.50万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $162.73万 | 1.33% | 22,097 | -6 | -0.0% | -$442 | 减仓 |
| GLD | SPDR GOLD TR | $141.52万 | 1.16% | 3,289 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $116.04万 | 0.95% | 17,183 | 40 | 0.2% | $2,701 | 加仓 |
| SDY | SPDR SERIES TRUST | $111.26万 | 0.91% | 7,623 | -2,515 | -24.8% | -$36.71万 | 减仓 |
| MINT | PIMCO ETF TR | $110.18万 | 0.90% | 10,955 | -2,728 | -19.9% | -$27.44万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $108.89万 | 0.89% | 23,192 | -5,136 | -18.1% | -$24.11万 | 减仓 |
| PYLD | PIMCO ETF TR | $105.72万 | 0.86% | 40,350 | -7,988 | -16.5% | -$20.93万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $99.30万 | 0.81% | 4,617 | -2,987 | -39.3% | -$64.24万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $89.70万 | 0.73% | 1,501 | 5 | 0.3% | $2,988 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $89.51万 | 0.73% | 10,859 | -160 | -1.5% | -$1.32万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $78.06万 | 0.64% | 5,336 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $73.06万 | 0.60% | 6,703 | -1,046 | -13.5% | -$11.40万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $62.24万 | 0.51% | 5,551 | -1,638 | -22.8% | -$18.36万 | 减仓 |
| IUSB | ISHARES TR | $57.90万 | 0.47% | 12,534 | 86 | 0.7% | $3,972 | 加仓 |
| IGSB | ISHARES TR | $57.09万 | 0.47% | 10,862 | -620 | -5.4% | -$3.26万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $56.80万 | 0.46% | 22,948 | 12,114 | 111.8% | $29.98万 | 加仓 |
| AGG | ISHARES TR | $50.74万 | 0.41% | 5,111 | -1,378 | -21.2% | -$13.68万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $38.81万 | 0.32% | 13,346 | -2,158 | -13.9% | -$6.28万 | 减仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $36.41万 | 0.30% | 4,252 | 4,252 | — | $36.41万 | 新建仓 |
| FNDX | SCHWAB STRATEGIC TR | $35.21万 | 0.29% | 12,642 | 51 | 0.4% | $1,420 | 加仓 |
| SHY | ISHARES TR | $30.93万 | 0.25% | 3,746 | 21 | 0.6% | $1,734 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $29.31万 | 0.24% | 2,119 | 5 | 0.2% | $692 | 加仓 |
| PLD | PROLOGIS INC. | $28.40万 | 0.23% | 2,148 | 17 | 0.8% | $2,247 | 加仓 |
| EFA | ISHARES TR | $22.12万 | 0.18% | 2,277 | 23 | 1.0% | $2,234 | 加仓 |
| FLRN | SPDR SERIES TRUST | $20.04万 | 0.16% | 6,512 | -87 | -1.3% | -$2,678 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -2,766 | -100.0% | -$22.05万 | 清仓 |