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 |
|---|---|---|---|---|---|---|---|---|
| BKR | BAKER HUGHES COMPANY | $0 | 0.00% | 0 | -58,296 | -100.0% | -$355.90万 | 清仓 |
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | -12,000 | -100.0% | -$202.10万 | 清仓 |
| JNK | SPDR SERIES TRUST | $0 | 0.00% | 0 | -2,795 | -100.0% | -$26.75万 | 清仓 |
| AGRO | ADECOAGRO S A | $0 | 0.00% | 0 | -17,180 | -100.0% | -$25.80万 | 清仓 |
| BABA | ALIBABA GROUP HLDG LTD | $21.28万 | 0.09% | 2,217 | 287 | 14.9% | $2.75万 | 加仓 |
| OEF | ISHARES TR | $21.95万 | 0.09% | 600 | -100 | -14.3% | -$3.66万 | 重新持有 |
| VXUS | VANGUARD STAR FDS | $22.23万 | 0.09% | 2,600 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $22.42万 | 0.09% | 830 | 16 | 2.0% | $4,323 | 加仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $22.69万 | 0.09% | 1,740 | 1,740 | — | $22.69万 | 新建仓 |
| HUBB | HUBBELL INC | $22.71万 | 0.09% | 434 | 19 | 4.6% | $9,941 | 加仓 |
| EWA | ISHARES INC | $22.94万 | 0.09% | 8,147 | 100 | 1.2% | $2,816 | 加仓 |
| FLRN | SPDR SERIES TRUST | $23.29万 | 0.09% | 7,550 | 7,550 | — | $23.29万 | 新建仓 |
| GBDC | GOLUB CAP BDC INC | $23.63万 | 0.09% | 18,345 | 18,345 | — | $23.63万 | 新建仓 |
| VWOB | VANGUARD WHITEHALL FDS | $23.87万 | 0.10% | 3,550 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $24.27万 | 0.10% | 2,200 | 0 | 0.0% | — | 不变 |
| XLB | SELECT SECTOR SPDR TR | $24.60万 | 0.10% | 4,840 | 110 | 2.3% | $5,591 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $25.69万 | 0.10% | 3,500 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $26.18万 | 0.11% | 2,520 | 0 | 0.0% | — | 不变 |
| SPYX | SPDR SERIES TRUST | $26.27万 | 0.11% | 4,300 | -425 | -9.0% | -$2.60万 | 减仓 |
| DES | WISDOMTREE TR | $26.71万 | 0.11% | 6,565 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $28.73万 | 0.12% | 550 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $34.46万 | 0.14% | 3,580 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $34.64万 | 0.14% | 3,500 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $34.92万 | 0.14% | 4,245 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $36.09万 | 0.14% | 7,960 | 180 | 2.3% | $8,161 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $36.68万 | 0.15% | 3,804 | -50 | -1.3% | -$4,822 | 减仓 |
| KLAC | KLA CORP | $38.92万 | 0.16% | 1,290 | 1,290 | — | $38.92万 | 新建仓 |
| IJR | ISHARES TR | $40.12万 | 0.16% | 2,705 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $43.91万 | 0.18% | 4,297 | 18 | 0.4% | $1,839 | 加仓 |
| IVV | ISHARES TR | $44.71万 | 0.18% | 597 | 40 | 7.2% | $3.00万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $45.46万 | 0.18% | 6,070 | -175 | -2.8% | -$1.31万 | 减仓 |
| GOOG | ALPHABET INC | $45.79万 | 0.18% | 1,296 | 96 | 8.0% | $3.39万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $48.89万 | 0.20% | 5,886 | 700 | 13.5% | $5.81万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $54.19万 | 0.22% | 9,595 | -3,790 | -28.3% | -$21.41万 | 减仓 |
| FLOT | ISHARES TR | $54.93万 | 0.22% | 10,760 | 1,610 | 17.6% | $8.22万 | 加仓 |
| MS | MORGAN STANLEY | $54.96万 | 0.22% | 2,629 | -1 | -0.0% | -$209 | 减仓 |
| PEP | PEPSICO INC | $55.34万 | 0.22% | 4,087 | -72 | -1.7% | -$9,749 | 减仓 |
| DSI | ISHARES TR | $56.83万 | 0.23% | 3,991 | 0 | 0.0% | — | 不变 |
| DEM | WISDOMTREE TR | $60.24万 | 0.24% | 11,200 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $60.54万 | 0.24% | 9,850 | -750 | -7.1% | -$4.61万 | 减仓 |
| IBB | ISHARES TR | $60.58万 | 0.24% | 3,185 | 100 | 3.2% | $1.90万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $64.19万 | 0.26% | 14,471 | 0 | 0.0% | — | 不变 |
| IEF | ISHARES TR | $65.77万 | 0.26% | 6,955 | 215 | 3.2% | $2.03万 | 加仓 |
| EMB | ISHARES TR | $68.40万 | 0.27% | 7,092 | 85 | 1.2% | $8,197 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $68.78万 | 0.28% | 1,350 | 52 | 4.0% | $2.65万 | 加仓 |
| HD | HOME DEPOT INC | $69.37万 | 0.28% | 1,967 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $72.38万 | 0.29% | 6,636 | -15 | -0.2% | -$1,636 | 减仓 |
| VTV | VANGUARD INDEX FDS | $73.33万 | 0.29% | 3,365 | 110 | 3.4% | $2.40万 | 加仓 |
| EWX | SPDR INDEX SHS FDS | $73.96万 | 0.30% | 9,954 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $76.25万 | 0.31% | 2,070 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $89.11万 | 0.36% | 8,318 | 1,125 | 15.6% | $12.05万 | 加仓 |
| XOP | SPDR SERIES TRUST | $90.55万 | 0.36% | 5,870 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $94.95万 | 0.38% | 13,880 | 800 | 6.1% | $5.47万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $95.91万 | 0.39% | 8,178 | 750 | 10.1% | $8.80万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $97.71万 | 0.39% | 5,275 | 475 | 9.9% | $8.80万 | 加仓 |
| CAT | CATERPILLAR INC | $98.93万 | 0.40% | 929 | -2 | -0.2% | -$2,130 | 减仓 |
| BA | BOEING CO | $99.90万 | 0.40% | 4,615 | 59 | 1.3% | $1.28万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $99.95万 | 0.40% | 21,705 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $102.73万 | 0.41% | 33,692 | -2,855 | -7.8% | -$8.70万 | 减仓 |
| VFVA | VANGUARD WELLINGTON FD | $106.68万 | 0.43% | 7,187 | 0 | 0.0% | — | 不变 |
| VIGI | VANGUARD WHITEHALL FDS | $112.92万 | 0.45% | 12,093 | 195 | 1.6% | $1.82万 | 加仓 |
| V | VISA INC | $119.57万 | 0.48% | 3,485 | 236 | 7.3% | $8.10万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $119.75万 | 0.48% | 6,060 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $124.02万 | 0.50% | 5,241 | 210 | 4.2% | $4.97万 | 加仓 |
| QQQ | INVESCO QQQ TR | $126.22万 | 0.51% | 1,714 | 10 | 0.6% | $7,364 | 加仓 |
| EWJ | ISHARES INC | $144.62万 | 0.58% | 15,505 | 1,485 | 10.6% | $13.85万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $154.12万 | 0.62% | 2,244 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $154.76万 | 0.62% | 5,108 | -25 | -0.5% | -$7,574 | 减仓 |
| MKC | MCCORMICK & CO INC | $154.77万 | 0.62% | 30,697 | 1,535 | 5.3% | $7.74万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $175.58万 | 0.70% | 11,187 | 225 | 2.1% | $3.53万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $180.04万 | 0.72% | 24,950 | -639 | -2.5% | -$4.61万 | 减仓 |
| EFV | ISHARES TR | $182.76万 | 0.73% | 23,875 | 1,400 | 6.2% | $10.72万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $204.50万 | 0.82% | 20,825 | 685 | 3.4% | $6.73万 | 加仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $215.59万 | 0.87% | 31,209 | 125 | 0.4% | $8,635 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $221.95万 | 0.89% | 19,185 | 1,750 | 10.0% | $20.25万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $233.40万 | 0.94% | 2,495 | 54 | 2.2% | $5.05万 | 加仓 |
| EQT | EQT CORP | $241.35万 | 0.97% | 45,392 | 367 | 0.8% | $1.95万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $246.98万 | 0.99% | 62,526 | 96 | 0.2% | $3,792 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $247.35万 | 0.99% | 46,138 | 1,660 | 3.7% | $8.90万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $252.96万 | 1.02% | 6,361 | 1 | 0.0% | $398 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $253.29万 | 1.02% | 42,435 | 8,535 | 25.2% | $50.95万 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $254.28万 | 1.02% | 13,887 | 850 | 6.5% | $15.56万 | 加仓 |
| SPGI | S&P GLOBAL INC | $266.67万 | 1.07% | 6,548 | -183 | -2.7% | -$7.45万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $267.95万 | 1.08% | 5,217 | -260 | -4.7% | -$13.35万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $268.29万 | 1.08% | 16,977 | 170 | 1.0% | $2.69万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $286.82万 | 1.15% | 6,247 | -74 | -1.2% | -$3.40万 | 减仓 |
| META | META PLATFORMS INC | $298.32万 | 1.20% | 5,296 | 248 | 4.9% | $13.97万 | 加仓 |
| OMC | OMNICOM GROUP INC | $298.92万 | 1.20% | 41,044 | -471 | -1.1% | -$3.43万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $306.29万 | 1.23% | 19,305 | -4,039 | -17.3% | -$64.08万 | 减仓 |
| IGV | ISHARES TR | $313.28万 | 1.26% | 34,578 | 2,435 | 7.6% | $22.06万 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $322.22万 | 1.29% | 95,105 | 1,955 | 2.1% | $6.62万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $330.61万 | 1.33% | 2,482 | 6 | 0.2% | $7,992 | 加仓 |
| IQLT | ISHARES TR | $352.77万 | 1.42% | 71,195 | 475 | 0.7% | $2.35万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $365.03万 | 1.47% | 7,295 | 248 | 3.5% | $12.41万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $366.36万 | 1.47% | 20,251 | 59 | 0.3% | $1.07万 | 加仓 |
| MSFT | MICROSOFT CORP | $367.95万 | 1.48% | 9,864 | 87 | 0.9% | $3.25万 | 加仓 |
| LIN | LINDE PLC | $376.23万 | 1.51% | 7,250 | 89 | 1.2% | $4.62万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $378.46万 | 1.52% | 11,562 | 160 | 1.4% | $5.24万 | 加仓 |
| LLY | ELI LILLY & CO | $433.23万 | 1.74% | 3,612 | 112 | 3.2% | $13.43万 | 加仓 |
| CLS | CELESTICA INC | $455.89万 | 1.83% | 12,497 | -70 | -0.6% | -$2.55万 | 减仓 |