Rochester Wealth Strategies, LLC
ROCHESTER MI · SEC CIK 0001958456
$1.65亿2026Q1 申报市值
24持仓数
85.7%前十大占比 · 第一大 17.3%
0 / 0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
VUG 加仓+$205.77万
SPAB 加仓+$130.83万
ICSH 加仓+$75.26万
BLV 加仓+$68.09万
VTEB 加仓+$67.06万
2026Q1 卖出最多 按季末市值估算
IAU 减仓-$156.02万
VEA 减仓-$28.23万
EXXON MOBIL CORP 减仓-$1,357
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 |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | $2,849.95万 | 17.28% | 145,258 | 265 | 0.2% | $5.20万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $2,230.57万 | 13.52% | 51,067 | 4,711 | 10.2% | $205.77万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,618.39万 | 9.81% | 252,558 | -4,405 | -1.7% | -$28.23万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,605.45万 | 9.73% | 297,031 | 3,881 | 1.3% | $20.98万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $1,297.64万 | 7.87% | 506,496 | 51,064 | 11.2% | $130.83万 | 加仓 |
| IJH | ISHARES TR | $1,141.46万 | 6.92% | 169,031 | 2,559 | 1.5% | $17.28万 | 加仓 |
| IJR | ISHARES TR | $1,140.85万 | 6.92% | 91,775 | 406 | 0.4% | $5.05万 | 加仓 |
| ICSH | ISHARES TR | $777.73万 | 4.72% | 153,641 | 14,867 | 10.7% | $75.26万 | 加仓 |
| IAU | ISHARES GOLD TR | $739.12万 | 4.48% | 83,839 | -17,697 | -17.4% | -$156.02万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $734.37万 | 4.45% | 147,198 | 13,442 | 10.0% | $67.06万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $613.85万 | 3.72% | 89,248 | 9,900 | 12.5% | $68.09万 | 加仓 |
| LQD | ISHARES TR | $611.88万 | 3.71% | 56,141 | 5,935 | 11.8% | $64.69万 | 加仓 |
| SGOV | ISHARES TR | $326.64万 | 1.98% | 32,450 | 3,833 | 13.4% | $38.58万 | 加仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $232.75万 | 1.41% | 101,282 | 7,379 | 7.9% | $16.96万 | 加仓 |
| CVX | CHEVRON CORPORATION | $166.16万 | 1.01% | 8,031 | 160 | 2.0% | $3.31万 | 加仓 |
| — | EXXON MOBIL CORP | $104.82万 | 0.64% | 6,178 | -8 | -0.1% | -$1,357 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $58.54万 | 0.35% | 9,917 | 2,108 | 27.0% | $12.44万 | 加仓 |
| BN | BROOKFIELD CORP | $46.14万 | 0.28% | 11,400 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $42.76万 | 0.26% | 1,685 | 19 | 1.1% | $4,821 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $38.15万 | 0.23% | 1,574 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $32.71万 | 0.20% | 1,112 | 65 | 6.2% | $1.91万 | 加仓 |
| IVV | ISHARES TR | $29.75万 | 0.18% | 455 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC | $27.84万 | 0.17% | 3,010 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $27.25万 | 0.17% | 736 | 36 | 5.1% | $1.33万 | 加仓 |