Rockingstone Advisors LLC
GREAT BARRINGTON MA · SEC CIK 0002027176
$2.49亿2026Q2 申报市值
115持仓数
28.9%前十大占比 · 第一大 4.6%
5 / 4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
NAVN 新建仓+$461.17万
JPST 加仓+$244.23万
VWO 加仓+$50.95万
VGSH 加仓+$39.98万
KLAC 新建仓+$38.92万
2026Q2 卖出最多 按季末市值估算
BKR 清仓-$355.90万
BKNG 清仓-$202.10万
XLV 减仓-$64.08万
CSTM 减仓-$63.83万
TSEM 减仓-$28.02万
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 |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | $460.47万 | 1.85% | 19,320 | 508 | 2.7% | $12.11万 | 加仓 |
| NAVN | NAVAN INC | $461.17万 | 1.85% | 201,650 | 201,650 | — | $461.17万 | 新建仓 |
| NTRA | NATERA INC | $464.64万 | 1.87% | 17,117 | 134 | 0.8% | $3.64万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $506.05万 | 2.03% | 71,024 | 355 | 0.5% | $2.53万 | 加仓 |
| PWR | QUANTA SVCS INC | $520.44万 | 2.09% | 7,228 | -11 | -0.2% | -$7,920 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $536.04万 | 2.15% | 60,542 | 2,495 | 4.3% | $22.09万 | 加仓 |
| VO | VANGUARD INDEX FDS | $540.96万 | 2.17% | 67,142 | 382 | 0.6% | $3.08万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $547.38万 | 2.20% | 7,330 | 232 | 3.3% | $17.33万 | 加仓 |
| CSTM | CONSTELLIUM SE | $547.55万 | 2.20% | 171,808 | -20,029 | -10.4% | -$63.83万 | 减仓 |
| AAPL | APPLE INC | $575.20万 | 2.31% | 19,879 | 390 | 2.0% | $11.28万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $611.81万 | 2.46% | 8,017 | 28 | 0.4% | $2.14万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $629.07万 | 2.53% | 17,000 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SCOTTSDALE FDS | $637.58万 | 2.56% | 109,550 | 6,870 | 6.7% | $39.98万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $665.40万 | 2.67% | 33,255 | 537 | 1.6% | $10.74万 | 加仓 |
| IWM | ISHARES TR | $682.50万 | 2.74% | 22,716 | 305 | 1.4% | $9.16万 | 加仓 |
| GOOGL | ALPHABET INC | $701.04万 | 2.81% | 19,617 | 225 | 1.2% | $8.04万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $707.42万 | 2.84% | 37,131 | 470 | 1.3% | $8.95万 | 加仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $839.29万 | 3.37% | 32,201 | -1,075 | -3.2% | -$28.02万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,137.05万 | 4.57% | 224,847 | 48,295 | 27.4% | $244.23万 | 加仓 |