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Roble, Belko & Company, Inc 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Roble, Belko & Company, Inc
报告期 2026-03-31 · CIK 0001642305
持仓数
487
前50大市值合计
$733.5M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
22Q4
22Q3
21Q4
21Q2
23Q3 调仓
2022-12-31 → 2023-09-30 · 共 150 项
建仓 8
增持 30
减持 76
清仓 36
方向
标的
Δ市值
现股数(环比)
增持
ICSH
ISHARES TR BLACKROCK ULTRA
+$13.2M
459,407
+130%
减持
VIGI
VANGUARD WHITEHALL FDS
-$13.1M
6,802
-97%
增持
VYMI
VANGUARD WHITEHALL FDS
+$12.6M
203,003
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
+93450%
减持
PDBC
INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD
-$7.1M
6,296
-99%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$5.9M
728,762
+18%
建仓
GOVT
ISHARES TR US TREAS BD ETF
+$5.7M
260,646
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$4.6M
125,022
+173%
减持
SDY
SPDR SER TR S&P DIVID ETF
-$4.1M
135,967
-14%
增持
IEI
ISHARES TR
+$3.8M
33,812
+10986%
减持
BXMT
BLACKSTONE MTG TR INC
-$3.8M
8
-100%
增持
IEF
ISHARES TR 7-10 YR TRSY BD
+$3.7M
41,822
+3478%
减持
XLK
SELECT SECTOR SPDR TR
+$3.5M
106,127
-5%
增持
BND
VANGUARD BD INDEX FDS
+$3.4M
206,028
+35%
增持
VV
VANGUARD INDEX FDS
+$3.3M
73,964
+15%
减持
VGIT
VANGUARD SCOTTSDALE
-$2.6M
132,922
-24%
减持
IWF
ISHARES TR RUS 1000 GRW ETF
+$2.5M
52,468
-2%
减持
SCHB
SCHWAB STRATEGIC TR
-$2.3M
276,880
-23%
减持
SPTM
SPDR SER TR PORTFOLI S&P1500
-$2.1M
37,125
-57%
减持
VTI
VANGUARD INDEX FDS
+$1.8M
327,344
-8%
增持
VWO
VANGUARD INTL EQUITY INDEX
+$1.7M
324,705
+15%
减持
VYM
VANGUARD WHITEHALL FDS
-$1.6M
159,284
-5%
减持
ARI
APOLLO COML REAL EST FIN INC
-$1.6M
7
-100%
减持
VTIP
VANGUARD MALVERN FDS
-$1.6M
156,453
-19%
增持
VUSB
VANGUARD BD INDEX FDS
+$1.6M
201,596
+19%
减持
ACRE
ARES COML REAL ESTATE CORP
-$1.5M
6
-100%
增持
VXUS
VANGUARD STAR FDS
+$1.4M
603,127
+1%
减持
ITOT
ISHARES TR CORE S&P TTL STK
-$1.4M
60,747
-27%
减持
SPY
SPDR S&P 500 ETF TR
+$1.3M
41,859
-3%
减持
VEU
VANGUARD INTL EQUITY INDEX
-$1.2M
450,723
-8%
清仓
AAXJ
ISHARES TR
-$1.0M
0
-100%
清仓
MCD
MCDONALDS CORP
-$957.0K
0
-100%
减持
SCHF
SCHWAB STRATEGIC TR
-$848.0K
74,043
-29%
增持
VNQ
VANGUARD INDEX FDS
-$807.0K
146,709
+2%
减持
SCHE
SCHWAB STRATEGIC TR
-$798.0K
40,872
-46%
减持
WM
WASTE MGMT INC DEL
-$776.0K
84
-98%
减持
PFE
PFIZER INC
-$740.0K
5,252
-71%
建仓
IBDV
ISHARES TR IBONDS DEC 2030
+$693.0K
34,007
减持
KREF
KKR REAL ESTATE FIN TR INC
-$682.0K
276,857
-3%
减持
AAPL
APPLE INC
-$674.0K
3,422
-65%
减持
MSFT
MICROSOFT CORP
-$591.0K
3,254
-52%
增持
USRT
ISHARES TR CRE U S REIT ETF
+$583.0K
24,048
+115%
清仓
NEE
NEXTERA ENERGY INC
-$543.0K
0
-100%
减持
MRK
MERCK & CO INC
-$531.0K
192
-96%
增持
VB
VANGUARD INDEX FDS
+$512.0K
18,867
+13%
减持
IJR
ISHARES TR CORE S&P SCP ETF
-$460.0K
54,499
-8%
减持
MINT
PIMCO ETF TR
-$445.0K
16,648
-22%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$431.0K
19
-98%
增持
IBDU
ISHARES TR IBONDS DEC 29
+$420.0K
23,408
+459%
减持
BDJ
BLACKROCK ENHANCED EQUITY DI
-$377.0K
14,421
-73%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$272.0K
1,037
-21%
增持
PNC
PNC FINL SVCS GROUP INC
+$231.0K
2,654
+341%
减持
IWB
ISHARES TR RUS 1000 ETF
+$230.0K
17,493
-5%
清仓
VOT
VANGUARD INDEX FDS
-$214.0K
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$205.0K
254
-85%
减持
QQQ
INVESCO QQQ TR
+$183.0K
2,119
-2%
清仓
IVOO
VANGUARD ADMIRAL FDS INC
-$179.0K
0
-100%
减持
VXF
VANGUARD INDEX FDS
-$170.0K
6,403
-22%
清仓
VTWO
VANGUARD SCOTTSDALE FDS
-$169.0K
0
-100%
建仓
OI
O-I GLASS INC
+$167.0K
10,000
增持
—
ISHARES TR IBONDS DEC23 ETF
+$165.0K
23,222
+37%
增持
IVE
ISHARES TR S&P 500 VAL ETF
+$132.0K
11,181
+2%
减持
MRSH
MARSH & MCLENNAN COS INC
-$131.0K
1,987
-35%
清仓
ACWX
ISHARES TR
-$130.0K
0
-100%
建仓
SHY
ISHARES TR 1 3 YR TREAS BD
+$127.0K
1,572
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$125.0K
1,953
-40%
减持
XLV
SELECT SECTOR SPDR TR
-$119.0K
7,108
-7%
减持
VOO
VANGUARD INDEX FDS
-$111.0K
4,415
-16%
减持
EFA
ISHARES TR MSCI EAFE ETF
+$109.0K
34,633
-0%
建仓
SCHR
SCHWAB STRATEGIC TR INT-TRM U.S TRES
+$106.0K
2,212
增持
IXUS
ISHARES TR CORE MSCI TOTAL
+$100.0K
29,970
+2%
建仓
DWX
SPDR INDEX SHS FDS S&P INTL ETF
+$99.0K
3,011
减持
SCHH
SCHWAB STRATEGIC TR
-$97.0K
13,096
-23%
增持
JPST
J P MORGAN EXCHANGE
+$91.0K
50,238
+4%
减持
CVS
CVS HEALTH CORP
-$91.0K
2,700
-10%
增持
IBDR
ISHARES TR IBONDS DEC2026
+$89.0K
13,937
+38%
清仓
MMM
3M CO
-$87.0K
0
-100%
增持
—
ISHARES TR IBONDS DEC25 ETF
+$86.0K
22,321
+18%
清仓
GM
GENERAL MTRS CO
-$84.0K
0
-100%
增持
IBDT
ISHARES TR IBDS DEC28 ETF
+$75.0K
12,335
+36%
清仓
AIVL
WISDOMTREE TR
-$71.0K
0
-100%
增持
—
ISHARES TR IBONDS DEC24 ETF
+$71.0K
34,181
+8%
增持
AGG
ISHARES TR CORE US AGGBD ET
+$70.0K
1,040
+265%
减持
DFAX
DIMENSIONAL ETF TRUST
-$69.0K
1,273
-72%
减持
GOOG
ALPHABET INC
+$65.0K
2,665
-17%
减持
IJH
ISHARES TR CORE S&P MCP ETF
-$59.0K
190
-57%
增持
QQQJ
INVESCO EXCH TRADED FD
+$58.0K
3,700
+168%
减持
TSLA
TESLA INC
+$56.0K
450
-3%
增持
IBDS
ISHARES TR IBONDS 27 ETF
+$51.0K
12,114
+24%
减持
IEFA
ISHARES TR CORE MSCI EAFE
+$51.0K
66,376
-3%
减持
JNJ
JOHNSON & JOHNSON
-$50.0K
1,662
-5%
减持
IWR
ISHARES TR RUS MID CAP ETF
-$44.0K
4,488
-15%
清仓
WPC
WP CAREY INC
-$44.0K
0
-100%
清仓
IWO
ISHARES TR
-$43.0K
0
-100%
减持
NOW
SERVICENOW INC
+$41.0K
280
-6%
减持
ETSY
ETSY INC
-$41.0K
300
-40%
减持
OEF
ISHARES TR S&P 100 ETF
+$40.0K
33,811
-14%
清仓
XMUIX
BLACKROCK MUNICIPAL INCOME
-$39.0K
0
-100%
减持
—
EXXON MOBIL CORP
+$37.0K
5,317
-0%
减持
—
ASTRAZENECA PLC
-$36.0K
314
-62%
清仓
MMU
WESTERN ASSET MANAGED MUNS F
-$35.0K
0
-100%
清仓
CE
CELANESE CORP DEL
-$32.0K
0
-100%
减持
IVV
ISHARES TR CORE S&P500 ETF
-$31.0K
3,075
-13%
减持
MO
ALTRIA GROUP INC
-$30.0K
2,485
-16%
减持
CPB
CAMPBELL SOUP CO
-$29.0K
86
-85%
减持
HEI/A
HEICO CORP NEW
-$29.0K
1,037
-24%
减持
IWD
ISHARES TR RUS 1000 VAL ETF
-$29.0K
3,850
-5%
增持
IEMG
ISHARES INC CORE MSCI EMKT
+$28.0K
30,866
+0%
清仓
MRNA
MODERNA INC
-$27.0K
0
-100%
清仓
KNSL
KINSALE CAP GROUP INC
-$26.0K
0
-100%
减持
T
AT&T INC
-$24.0K
805
-59%
清仓
VUG
VANGUARD INDEX FDS
-$24.0K
0
-100%
清仓
—
BED BATH & BEYOND INC
-$24.0K
0
-100%
清仓
VTV
VANGUARD INDEX FDS
-$23.0K
0
-100%
减持
—
ACCENTURE PLC IRELAND
+$23.0K
889
-5%
减持
NEAR
ISHARES U S ETF TR BLACKROCK ST MAT
-$23.0K
58,262
-2%
清仓
FVD
FIRST TR VALUE LINE DIVID IN
-$22.0K
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$21.0K
0
-100%
清仓
FIVE
FIVE BELOW INC
-$21.0K
0
-100%
清仓
FRCB
FIRST REP BK SAN FRANCISCO C
-$21.0K
0
-100%
减持
AJG
GALLAGHER ARTHUR J & CO
+$20.0K
1,162
-10%
清仓
EFT
EATON VANCE FLTING RATE INC
-$20.0K
0
-100%
清仓
FTNT
FORTINET INC
-$20.0K
0
-100%
清仓
KMB
KIMBERLY-CLARK CORP
-$20.0K
0
-100%
清仓
DAL
DELTA AIR LINES INC DEL
-$19.0K
0
-100%
减持
GOOGL
ALPHABET INC
+$19.0K
930
-20%
增持
IWM
ISHARES TR RUSSELL 2000 ETF
+$18.0K
927
+11%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$18.0K
821
-9%
减持
IWP
ISHARES TR RUS MD CP GR ETF
-$18.0K
286
-46%
清仓
XBOEX
BLACKROCK ENHANCED GLOBAL DI
-$17.0K
0
-100%
清仓
VFH
VANGUARD WORLD FDS
-$16.0K
0
-100%
清仓
CDNS
CADENCE DESIGN SYSTEM INC
-$16.0K
0
-100%
建仓
STXS
STEREOTAXIS INC
+$16.0K
10,000
减持
ABBV
ABBVIE INC
-$16.0K
406
-14%
减持
AMZN
AMAZON COM INC
+$15.0K
2,561
-31%
建仓
VBR
VANGUARD INDEX FDS SM CP VAL ETF
+$15.0K
92
减持
FDX
FEDEX CORP
+$14.0K
579
-28%
清仓
NFJ
VIRTUS DIVIDEND INTEREST & P
-$14.0K
0
-100%
清仓
BDX
BECTON DICKINSON & CO
-$14.0K
0
-100%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$13.0K
100
-62%
减持
NVS
NOVARTIS AG
-$13.0K
320
-37%
减持
DOW
DOW INC
-$13.0K
648
-29%
减持
XLF
SELECT SECTOR SPDR TR FINANCIAL
-$13.0K
36
-91%
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$13.0K
0
-100%
减持
SCHD
SCHWAB STRATEGIC TR
-$13.0K
1,378
-6%
增持
SRE
SEMPRA
-$13.0K
1,382
+100%
减持
VSGX
VANGUARD WORLD FDS
-$12.0K
563
-30%
清仓
—
SPIRIT AIRLS INC
-$12.0K
0
-100%
清仓
LOB
LIVE OAK BANCSHARES INC
-$12.0K
0
-100%
减持
SBUX
STARBUCKS CORP
-$12.0K
3
-98%
清仓
MFM
MFS MUN INCOME TR
-$11.0K
0
-100%
