R. W. Roge & Company, Inc.

报告期 2026-03-31 · CIK 0001800745

持仓数

前50大市值合计

$205.6M

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 23Q2 23Q1 22Q4 22Q3 22Q2 22Q1 21Q4 21Q3

22Q3 调仓2022-06-30 → 2022-09-30 · 共 25 项建仓 2增持 7减持 14清仓 2

方向

标的

Δ市值

现股数(环比)

减持

VGIT VANGUARD SCOTTSDALE FDS

-$10.2M

139,611 -53%

增持

DBMF LITMAN GREGORY FDS TR

+$9.2M

890,986 +35%

增持

GLDM WORLD GOLD TR

+$3.5M

270,687 +75%

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。

减持

VYM VANGUARD WHITEHALL FDS

-$1.8M

95,656 -11%

减持

VOO VANGUARD INDEX FDS

-$1.5M

72,261 -1%

减持

SCHX SCHWAB STRATEGIC TR

-$840.0K

239,143 -2%

增持

VUG VANGUARD INDEX FDS

-$650.0K

81,488 +2%

减持

VTV VANGUARD INDEX FDS

-$464.0K

47,827 -2%

减持

VOOG VANGUARD ADMIRAL FDS INC

-$418.0K

18,595 -5%

减持

IJH ISHARES TR

-$361.0K

9,887 -13%

清仓

BRK/A BERKSHIRE HATHAWAY INC DEL

-$333.0K

0 -100%

建仓

BRK/B BERKSHIRE HATHAWAY INC DEL

+$322.0K

1,221

清仓

VZ VERIZON COMMUNICATIONS INC

-$212.0K

0 -100%

建仓

CVX CHEVRON CORP NEW

+$203.0K

1,290

减持

SCHD SCHWAB STRATEGIC TR

-$163.0K

3,964 -34%

减持

FNDX SCHWAB STRATEGIC TR

-$160.0K

61,109 -0%

减持

IJR ISHARES TR

-$123.0K

15,631 -5%

增持

VTI VANGUARD INDEX FDS

+$108.0K

22,273 +8%

减持

SCHG SCHWAB STRATEGIC TR

-$61.0K

19,696 -0%

减持

RSP INVESCO EXCHANGE TRADED FD T

-$59.0K

5,622 -3%

增持

GOOGL ALPHABET INC

-$55.0K

4,800 +1900%

减持

SCHB SCHWAB STRATEGIC TR

-$46.0K

18,878 -0%

减持

AMZN AMAZON COM INC

-$42.0K

2,345 -19%

增持

VO VANGUARD INDEX FDS

-$33.0K

4,818 +1%

增持

TSLA TESLA INC

-$9.0K

1,230 +200%