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Rollins Financial Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Rollins Financial Advisors, LLC
报告期 2026-03-31 · CIK 0001884018
持仓数
158
前50大市值合计
$566.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 108 项
建仓 25
增持 54
减持 27
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
+$9.1M
380,880
+20%
增持
TSLA
TESLA INC COM
-$8.4M
122,144
+1%
增持
MSFT
MICROSOFT CORP COM
+$6.5M
122,622
+2%
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。
增持
AMZN
AMAZON COM INC COM
+$6.5M
219,767
+1%
增持
AAPL
APPLE INC COM
-$6.4M
344,317
+1%
增持
NVDA
NVIDIA CORPORATION COM
+$4.5M
7,635
+57%
增持
META
META PLATFORMS INC CL A
+$4.1M
30,867
+1%
增持
BAC
BANK AMERICA CORP COM
+$4.0M
496,788
+12%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
+$3.3M
55,795
+83%
减持
QQQ
INVESCO QQQ TRUST SERIES I
+$3.0M
179,680
-4%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$2.3M
172,943
+1%
增持
FNDX
SCHWAB FUNDAMENTAL US LARGE CO. INDEX ETF
+$2.1M
84,071
+45%
增持
QQQM
INVESCO NASDAQ 100 ETF
+$1.5M
45,525
+13%
增持
SPHQ
INVESCO S&P 500 QUALITY ETF
+$1.5M
113,065
+14%
建仓
XLF
FINANCIAL SELECT SECTOR SPDR FUND
+$1.2M
29,370
增持
IYW
ISHARES U.S. TECHNOLOGY ETF
+$1.0M
84,774
+0%
增持
JPM
JPMORGAN CHASE & CO COM
+$1.0M
17,831
+20%
增持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$1.0M
26,057
+18%
增持
LLY
ELI LILLY & CO COM
+$951.7K
1,810
+131%
建仓
BINC
BLACKROCK FLEXIBLE INCOME ETF
+$943.6K
17,986
减持
FELG
FIDELITY ENHANCED LARGE CAP GROWTH ETF
-$936.8K
100,503
-33%
建仓
ROOT
ROOT INC CL A NEW
+$928.4K
15,199
增持
IXN
ISHARES GLOBAL TECH ETF
+$855.4K
102,209
+3%
减持
SOXL
DIREXION DAILY SEMICONDUCTOR BULL 3X SHARES
-$695.8K
17,999
-63%
建仓
—
SUPER MICRO COMPUTER INC COM
+$694.9K
688
减持
ROKU
ROKU INC COM CL A
-$680.2K
4,500
-58%
增持
CAT
CATERPILLAR INC COM
+$656.1K
6,951
+9%
增持
COST
COSTCO WHSL CORP NEW COM
+$590.9K
1,966
+53%
增持
NEAR
ISHARES SHORT MATURITY BOND ETF
+$506.5K
97,697
+12%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$468.5K
59,486
+5%
增持
SPY
SPDR S&P 500 ETF TRUST
+$455.6K
6,669
+5%
减持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
+$454.5K
93,558
-5%
增持
HD
HOME DEPOT INC COM
+$442.8K
5,461
+15%
建仓
AMD
ADVANCED MICRO DEVICES INC COM
+$441.4K
2,445
增持
EPD
ENTERPRISE PRODS PARTNERS L P COM
+$390.2K
49,512
+24%
减持
QLD
PROSHARES ULTRA QQQ
-$378.9K
15,618
-32%
增持
PRF
INVESCO FTSE RAFI US 1000 ETF
+$368.4K
75,305
+5%
减持
TQQQ
PROSHARES ULTRAPRO QQQ
-$360.0K
108,206
-22%
增持
KMI
KINDER MORGAN INC DEL COM
+$352.3K
67,038
+35%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$341.3K
2,837
+19%
建仓
ARCC
ARES CAPITAL CORP COM
+$329.3K
15,815
减持
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
+$316.3K
20,637
-0%
建仓
VOO
VANGUARD S&P 500 ETF
+$299.9K
624
建仓
AMAT
APPLIED MATLS INC COM
+$294.9K
1,430
增持
IYJ
ISHARES U.S. INDUSTRIALS ETF
+$290.2K
6,271
+44%
建仓
MRK
MERCK & CO INC COM
+$286.4K
2,171
清仓
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
-$284.3K
0
-100%
建仓
CRWD
CROWDSTRIKE HLDGS INC CL A
+$275.7K
860
增持
ESGV
VANGUARD ESG U.S. STOCK ETF
+$263.7K
7,425
+47%
增持
V
VISA INC COM CL A
+$261.4K
2,939
+37%
建仓
UNH
UNITEDHEALTH GROUP INC COM
+$260.5K
527
建仓
XLI
INDUSTRIAL SELECT SECTOR SPDR FUND
+$254.9K
2,023
减持
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
-$252.2K
3,981
-43%
清仓
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
-$251.1K
0
-100%
增持
MOAT
VANECK MORNINGSTAR WIDE MOAT ETF
+$250.3K
46,708
+0%
减持
SPYG
SPDR PORTFOLIO S&P 500 GROWTH ETF
+$247.5K
61,876
-6%
建仓
XLE
ENERGY SELECT SECTOR SPDR FUND
+$233.4K
2,472
增持
MINT
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND PIMCO ENHANCED SH
+$230.9K
16,478
+15%
增持
VTV
VANGUARD VALUE ETF
+$226.8K
11,590
+4%
建仓
IWB
ISHARES RUSSELL 1000 ETF
+$224.5K
779
建仓
IGM
ISHARES EXPANDED TECH SECTOR ETF
+$223.9K
2,598
建仓
SMH
VANECK SEMICONDUCTOR ETF
+$220.7K
981
建仓
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$218.4K
3,775
增持
FDN
FIRST TR DJ INTERNET INDEX
+$212.2K
2,339
+63%
建仓
DE
DEERE & CO COM
+$210.7K
513
建仓
—
NORWEGIAN CRUISE LINE HLDG LTD SHS
+$209.3K
10,000
建仓
NFLX
NETFLIX INC COM
+$201.6K
332
增持
KO
COCA COLA CO COM
+$199.5K
7,269
+75%
增持
DLN
WISDOMTREE U.S. LARGECAP DIVIDEND FUND
+$197.7K
25,638
+3%
增持
AVGO
BROADCOM INC COM
+$195.8K
350
+46%
建仓
T
AT&T INC COM
+$180.0K
10,227
增持
QTEC
FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND
+$173.9K
8,677
+3%
减持
IVW
ISHARES S&P 500 GROWTH ETF
-$167.9K
87,390
-13%
建仓
ET
ENERGY TRANSFER L P COM UT LTD PTN
+$157.3K
10,002
建仓
DNP
DNP SELECT INCOME FD INC COM
+$146.5K
16,150
增持
IVV
ISHARES CORE S&P 500 ETF
+$145.6K
1,826
+7%
减持
FELC
FIDELITY ENHANCED LARGE CAP CORE ETF
-$142.9K
76,037
-15%
增持
—
ARISTA NETWORKS INC COM
+$133.2K
1,442
+19%
增持
SO
SOUTHERN CO COM
+$123.0K
12,880
+13%
减持
FNDF
SCHWAB FUNDAMENTAL INTERNATIONAL LARGE CO. INDEX ETF
+$120.1K
92,953
-2%
增持
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
+$116.9K
6,265
+6%
减持
SUSA
ISHARES MSCI USA ESG SELECT ETF
-$111.1K
7,843
-19%
增持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$109.0K
3,127
+0%
减持
DFAT
DIMENSIONAL U.S. TARGETED VALUE ETF
-$102.0K
16,228
-14%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$92.8K
1,794
+14%
减持
COWZ
PACER US CASH COWS 100 ETF
+$78.7K
25,936
-6%
建仓
GUT
GABELLI UTIL TR COM
+$77.7K
14,000
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$67.6K
12,053
+403%
增持
XLC
COMMUNICATION SERVICES SELECT SECTOR SPDR FUND
+$59.6K
5,804
+2%
减持
HYS
PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND PIMCO 0
-$54.6K
5,207
-10%
减持
SSO
PROSHARES ULTRA S&P 500
+$53.7K
13,132
-11%
减持
IQLT
ISHARES MSCI INTL QUALITY FACTOR ETF
+$35.2K
44,791
-3%
增持
GOOG
ALPHABET INC CAP STK CL C
+$33.1K
2,137
+3%
减持
IJR
ISHARES CORE S&P SMALL CAP ETF
-$32.9K
3,854
-9%
增持
NULG
NUVEEN ESG LARGE-CAP GROWTH ETF
+$27.8K
3,097
+3%
增持
WMT
WALMART INC COM
+$27.5K
6,041
+183%
减持
JNJ
JOHNSON & JOHNSON COM
-$26.3K
3,243
-6%
增持
IYH
ISHARES U.S. HEALTHCARE ETF
+$26.0K
19,624
+373%
减持
XLY
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND
+$24.9K
5,261
-0%
增持
EFG
ISHARES MSCI EAFE GROWTH ETF
+$24.8K
2,922
+2%
增持
VBK
VANGUARD SMALL-CAP GROWTH ETF
+$19.6K
892
+1%
减持
VUG
VANGUARD GROWTH ETF
+$14.5K
4,615
-9%
减持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
-$10.1K
8,363
-8%
减持
SCHB
SCHWAB U.S. BROAD MARKET ETF
+$10.0K
8,237
-7%
减持
NVO
NOVO-NORDISK A S ADR
-$8.4K
3,072
-21%
建仓
AMLIF
AMERICAN LITHIUM CORP COM NEW
+$6.8K
10,000
减持
GPC
GENUINE PARTS CO COM
+$4.7K
3,000
-10%
增持
DUK
DUKE ENERGY CORP NEW COM NEW
+$2.7K
4,754
+1%
