Rockingstone Advisors LLC
GREAT BARRINGTON MA · SEC CIK 0002027176
$2.18亿2026Q1 申报市值
113持仓数
26.5%前十大占比 · 第一大 4.1%
2 / 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
BKR 新建仓+$355.90万
BKNG 加仓+$112.84万
VWO 加仓+$37.43万
JPST 加仓+$27.74万
HUBB 新建仓+$20.37万
2026Q1 卖出最多 按季末市值估算
TSEM 减仓-$207.49万
FLUT 清仓-$106.55万
CSTM 减仓-$67.32万
CLS 减仓-$50.31万
IEF 减仓-$19.99万
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 |
|---|---|---|---|---|---|---|---|---|
| PWR | QUANTA SVCS INC | $397.44万 | 1.82% | 7,239 | -5 | -0.1% | -$2,745 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $452.85万 | 2.08% | 70,669 | -305 | -0.4% | -$1.95万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $461.61万 | 2.12% | 7,098 | -146 | -2.0% | -$9.49万 | 减仓 |
| CSTM | CONSTELLIUM SE | $471.54万 | 2.16% | 191,837 | -27,390 | -12.5% | -$67.32万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $478.48万 | 2.20% | 58,047 | 345 | 0.6% | $2.84万 | 加仓 |
| VO | VANGUARD INDEX FDS | $479.30万 | 2.20% | 16,690 | -10 | -0.1% | -$2,872 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $487.22万 | 2.24% | 36,661 | -253 | -0.7% | -$3.36万 | 减仓 |
| AAPL | APPLE INC | $494.60万 | 2.27% | 19,489 | 65 | 0.3% | $1.65万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $545.38万 | 2.50% | 17,000 | 10 | 0.1% | $3,208 | 加仓 |
| IWM | ISHARES TR | $555.79万 | 2.55% | 22,411 | 192 | 0.9% | $4.76万 | 加仓 |
| GOOGL | ALPHABET INC | $557.63万 | 2.56% | 19,392 | 110 | 0.6% | $3.16万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $570.60万 | 2.62% | 32,718 | -253 | -0.8% | -$4.41万 | 减仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $583.93万 | 2.68% | 33,276 | -11,824 | -26.2% | -$207.49万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $601.09万 | 2.76% | 102,680 | 1,420 | 1.4% | $8.31万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $893.53万 | 4.10% | 176,552 | 5,482 | 3.2% | $27.74万 | 加仓 |