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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 24
增持 67
减持 54
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS
-$5.4M
385,697
+0%
增持
SPTM
SPDR SER TR PORTFOLI S&P1500
+$4.4M
135,175
+101%
减持
ICSH
ISHARES TR BLACKROCK ULTRA
-$2.8M
346,331
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。
-14%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$2.6M
658,656
+2%
减持
XLK
SELECT SECTOR SPDR TR
-$2.6M
99,396
-0%
增持
MGC
VANGUARD WORLD FDS
+$2.5M
13,390
+1705%
减持
IWF
ISHARES TR RUS 1000 GRW ETF
-$2.2M
51,969
-0%
减持
SPY
SPDR S&P 500 ETF TR
-$1.5M
39,864
-2%
增持
BND
VANGUARD BD INDEX FDS
+$1.4M
523,222
+2%
减持
VEU
VANGUARD INTL EQUITY INDEX
+$1.2M
418,577
-1%
减持
OEF
ISHARES TR S&P 100 ETF
-$1.1M
31,433
-6%
减持
VYMI
VANGUARD WHITEHALL FDS
+$1.1M
309,776
-3%
减持
IJR
ISHARES TR CORE S&P SCP ETF
-$1.1M
68,972
-4%
增持
SCHB
SCHWAB STRATEGIC TR
-$875.0K
761,862
+0%
增持
SCHF
SCHWAB STRATEGIC TR
+$848.0K
335,068
+7%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$821.0K
2,718
+96%
减持
AMAT
APPLIED MATLS INC
-$713.0K
69
-98%
增持
VGIT
VANGUARD SCOTTSDALE
+$712.0K
282,462
+2%
减持
IWV
ISHARES TR RUSSELL 3000 ETF
-$658.0K
37,111
-0%
增持
VTIP
VANGUARD MALVERN FDS
+$620.0K
205,089
+3%
减持
MSFT
MICROSOFT CORP
-$564.0K
4,300
-17%
减持
VXUS
VANGUARD STAR FDS
+$551.0K
752,852
-4%
减持
VWO
VANGUARD INTL EQUITY INDEX
-$531.0K
189,441
-8%
增持
VNQ
VANGUARD INDEX FDS
+$530.0K
194,145
+1%
建仓
VONE
VANGUARD SCOTTSDALE FDS VNG RUS1000IDX
+$470.0K
1,850
减持
AMD
ADVANCED MICRO DEVICES INC
-$462.0K
166
-96%
增持
ITOT
ISHARES TR CORE S&P TTL STK
-$398.0K
62,117
+0%
清仓
IEF
ISHARES TR 7-10 YR TRSY BD
-$392.0K
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$371.0K
10,293
+3%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$358.0K
70,710
+8%
减持
IEFA
ISHARES TR CORE MSCI EAFE
+$327.0K
63,036
-0%
减持
AAPL
APPLE INC
-$280.0K
3,167
-19%
减持
IWB
ISHARES TR RUS 1000 ETF
-$271.0K
17,183
-0%
增持
EFA
ISHARES TR MSCI EAFE ETF
+$252.0K
34,667
+2%
减持
VIGI
VANGUARD WHITEHALL FDS
-$244.0K
1,301
-70%
增持
ABBV
ABBVIE INC
+$240.0K
5,518
+7%
减持
AMZN
AMAZON COM INC
-$238.0K
3,679
-14%
减持
VYM
VANGUARD WHITEHALL FDS
+$220.0K
197,984
-0%
增持
VDE
VANGUARD WORLD FDS
+$212.0K
2,665
+141%
增持
FISV
FISERV INC
+$190.0K
1,600
+100%
减持
VOO
VANGUARD INDEX FDS
-$185.0K
3,925
-4%
减持
VXF
VANGUARD INDEX FDS
-$156.0K
4,965
-7%
增持
VB
VANGUARD INDEX FDS
-$131.0K
19,308
+5%
增持
JEPI
J P MORGAN EQUITY PREMIUM
+$129.0K
3,027
+297%
减持
IXUS
ISHARES TR CORE MSCI TOTAL
+$109.0K
43,300
-2%
减持
MA
MASTERCARD INCORPORATED
-$105.0K
6,849
-7%
增持
—
EXXON MOBIL CORP
+$100.0K
6,350
+4%
减持
QQQ
INVESCO QQQ TR
-$100.0K
2,036
-1%
增持
BA
BOEING CO
+$100.0K
1,123
+115%
增持
VV
VANGUARD INDEX FDS
+$92.0K
78,338
+5%
增持
SCHH
SCHWAB STRATEGIC TR
+$90.0K
56,139
+6%
减持
SCHR
SCHWAB STRATEGIC TR INT-TRM U.S TRES
-$89.0K
1,444
-72%
增持
IBDT
ISHARES TR IBDS DEC28 ETF
+$78.0K
21,918
+15%
减持
IVV
ISHARES TR CORE S&P500 ETF
-$77.0K
2,793
-0%
增持
PDBC
INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD
+$73.0K
72,005
+3%
增持
SDY
SPDR SER TR S&P DIVID ETF
+$69.0K
18,997
+0%
增持
CVX
CHEVRON CORP NEW
+$65.0K
447
+530%
增持
NOW
SERVICENOW INC
-$62.0K
295
+5%
建仓
HSY
HERSHEY CO
+$52.0K
304
增持
IJH
ISHARES TR CORE S&P MCP ETF
+$52.0K
1,925
+98%
减持
USRT
ISHARES TR CRE U S REIT ETF
-$51.0K
27,238
-4%
减持
JNJ
JOHNSON & JOHNSON
-$50.0K
2,720
-21%
增持
—
MEDTRONIC PLC
+$48.0K
549
+3821%
减持
PM
PHILIP MORRIS INTL INC
+$47.0K
1,741
-8%
清仓
NVS
NOVARTIS AG
-$46.0K
0
-100%
增持
PEP
PEPSICO INC
+$44.0K
921
+48%
增持
KO
COCA COLA CO
+$43.0K
1,474
+46%
减持
AJG
GALLAGHER ARTHUR J & CO
+$42.0K
1,029
-7%
减持
XLP
SELECT SECTOR SPDR TR
-$42.0K
9,036
-9%
减持
STLD
STEEL DYNAMICS INC
-$41.0K
332
-54%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$41.0K
776
+676%
减持
IEMG
ISHARES INC CORE MSCI EMKT
+$40.0K
24,005
-0%
减持
—
ASML HOLDING N V
-$38.0K
1,243
-0%
建仓
CAT
CATERPILLAR INC
+$37.0K
111
增持
KHC
KRAFT HEINZ
+$37.0K
1,266
+1544%
建仓
CMI
CUMMINS INC
+$35.0K
113
减持
XLV
SELECT SECTOR SPDR TR
-$34.0K
6,148
-9%
减持
SCHE
SCHWAB STRATEGIC TR
-$33.0K
11,523
-13%
增持
IWM
ISHARES TR RUSSELL 2000 ETF
+$33.0K
820
+39%
建仓
KMB
KIMBERLY-CLARK CORP
+$33.0K
235
增持
IBDW
ISHARES TR IBONDS DEC 2031
+$32.0K
20,992
+6%
增持
IBDV
ISHARES TR IBONDS DEC 2030
+$31.0K
22,803
+5%
增持
GOOGL
ALPHABET INC
-$31.0K
1,111
+4%
增持
CLX
CLOROX CO DEL
+$29.0K
361
+141%
减持
GBTC
GRAYSCALE BITCOIN TR BTC
-$28.0K
733
-28%
增持
IBDX
ISHARES TR IBONDS DEC 2032
+$27.0K
7,113
+16%
增持
NVDA
NVIDIA CORPORATION
+$25.0K
350
+257%
增持
JPM
JPMORGAN CHASE & CO
+$24.0K
2,332
+2%
减持
MRSH
MARSH & MCLENNAN COS INC
-$24.0K
1,566
-18%
减持
AVGO
BROADCOM INC
-$20.0K
145
-24%
增持
MRK
MERCK & CO INC
+$20.0K
577
+77%
增持
PNC
PNC FINL SVCS GROUP INC
+$19.0K
1,890
+17%
增持
DOW
DOW INC
+$18.0K
2,146
+52%
减持
SPDW
SPDR INDEX SHS FDS PORTFOLIO DEVLPD
-$16.0K
213,824
-6%
建仓
SON
SONOCO PRODS CO
+$16.0K
345
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$16.0K
688
-11%
增持
NUE
NUCOR CORP
+$15.0K
617
+23%
建仓
EMR
EMERSON ELEC CO
+$15.0K
139
增持
V
VISA INC
+$15.0K
296
+5%
建仓
GIS
GENERAL MLS INC
+$14.0K
234
减持
GE
GENERAL ELECTRIC CO
-$14.0K
52
-64%
增持
ABT
ABBOTT LABS
+$13.0K
529
+6%
增持
UPS
UNITED PARCEL SERVICE INC
+$13.0K
4,146
+18%
增持
—
EATON CORP PLC
-$12.0K
324
+8%
增持
VZ
VERIZON COMMUNICATIONS
+$11.0K
1,733
+2%
减持
PFE
PFIZER INC
-$11.0K
5,661
-2%
建仓
SCHO
SCHWAB STRATEGIC TR SHT TM US TRES
+$10.0K
414
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$10.0K
1,842
-5%
减持
BDJ
BLACKROCK ENHANCED EQUITY DI
+$9.0K
27,278
-0%
减持
MO
ALTRIA GROUP INC
-$8.0K
2,031
-18%
清仓
ADEA
ADEIA INC
-$8.0K
0
-100%
减持
GEV
GE VERNOVA INC
-$8.0K
13
-64%
建仓
MPC
MARATHON PETE CORP
+$6.0K
40
增持
CME
CME GROUP INC
+$6.0K
110
+10%
减持
T
AT&T INC
+$5.0K
4,049
-16%
建仓
MSI
MOTOROLA SOLUTIONS INC
+$5.0K
11
建仓
ROP
ROPER TECHNOLOGIES INC
+$5.0K
9
建仓
ICE
INTERCONTINENTAL EXCHANGE IN
+$5.0K
27
增持
WMT
WALMART INC
+$5.0K
154
+59%
增持
AWK
AMERICAN WTR WKS CO INC NEW
+$5.0K
117
+17%
建仓
BRO
BROWN & BROWN INC
+$5.0K
42
增持
SCHD
SCHWAB STRATEGIC TR
+$5.0K
6,086
+1%
建仓
GFF
GRIFFON CORP
+$5.0K
65
建仓
CRM
SALESFORCE INC
+$5.0K
18
增持
—
ISHARES TR IBONDS DEC25 ETF
+$4.0K
40,248
+0%
建仓
AXP
AMERICAN EXPRESS CO
+$4.0K
15
建仓
—
CHUBB LIMITED
+$4.0K
13
增持
SCHG
SCHWAB STRATEGIC TR US LCAP GR ETF
-$4.0K
1,375
+1%
减持
FLRN
SPDR SER TR
-$4.0K
130
-50%
减持
HBAN
HUNTINGTON BANCSHARES INC
-$4.0K
45
-86%
增持
UNP
UNION PAC CORP
+$4.0K
224
+5%
建仓
DRI
DARDEN RESTAURANTS INC
+$4.0K
18
增持
SHY
ISHARES TR 1 3 YR TREAS BD
+$3.0K
1,966
+1%
增持
APD
AIR PRODS & CHEMS INC
+$3.0K
109
+9%
清仓
BAC
BANK AMERICA CORP
-$3.0K
0
-100%
增持
IBDR
ISHARES TR IBONDS DEC2026
+$3.0K
22,770
+0%
减持
SHV
ISHARES TR SHORT TREAS BD
-$3.0K
7,033
-1%
建仓
WCN
WASTE CONNECTIONS INC
+$3.0K
15
建仓
CI
THE CIGNA GROUP
+$3.0K
8
建仓
LHX
L3HARRIS TECHNOLOGIES INC
+$3.0K
14
减持
VUSB
VANGUARD BD INDEX FDS
+$3.0K
38,673
-0%
增持
VUG
VANGUARD INDEX FDS GROWTH
+$3.0K
7
+600%
清仓
F
FORD MTR CO DEL
-$3.0K
0
-100%
建仓
CLH
CLEAN HARBORS INC
+$3.0K
13
增持
JEPQ
J P MORGAN NASDAQ EQT PREM
-$3.0K
933
+3%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$3.0K
17
-64%
增持
O
REALTY INCOME CORP
+$3.0K
216
+14%
建仓
NEE
NEXTERA ENERGY INC
+$2.0K
25
增持
PSX
PHILLIPS 66
+$2.0K
125
+14%
增持
CMCSA
COMCAST CORP NEW
+$2.0K
201
+46%
