小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 107 项
建仓 9
增持 42
减持 51
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC COM
+$12.0M
337,492
-2%
减持
GOOGL
ALPHABET INC CAP STK CL A
+$5.2M
172,109
-0%
增持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
+$4.1M
390,494
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。
+3%
减持
QQQ
INVESCO QQQ TRUST SERIES I
+$3.1M
172,977
-4%
减持
MSFT
MICROSOFT CORP COM
+$3.0M
122,226
-0%
增持
SPHQ
INVESCO S&P 500 QUALITY ETF
+$3.0M
154,538
+37%
增持
TQQQ
PROSHARES ULTRAPRO QQQ
+$2.5M
124,245
+15%
减持
AMZN
AMAZON COM INC COM
+$2.5M
218,073
-1%
增持
NVDA
NVIDIA CORPORATION COM
+$2.2M
74,008
+869%
增持
BAC
BANK AMERICA CORP COM
+$1.6M
513,083
+3%
减持
NEAR
ISHARES SHORT MATURITY BOND ETF
-$1.6M
66,868
-32%
增持
BINC
BLACKROCK FLEXIBLE INCOME ETF
+$1.4M
45,127
+151%
增持
JPM
JPMORGAN CHASE & CO. COM
+$1.4M
24,569
+38%
增持
KMI
KINDER MORGAN INC DEL COM
+$1.2M
122,811
+83%
减持
IYW
ISHARES U.S. TECHNOLOGY ETF
+$1.2M
83,741
-1%
减持
MOAT
VANECK MORNINGSTAR WIDE MOAT ETF
-$1.1M
35,333
-24%
建仓
TSPA
T. ROWE PRICE U.S. EQUITY RESEARCH ETF
+$1.1M
31,078
增持
EPD
ENTERPRISE PRODS PARTNERS L P COM
+$1.0M
84,592
+71%
建仓
XMHQ
INVESCO S&P MIDCAP QUALITY ETF
+$1.0M
10,345
增持
QQQM
INVESCO NASDAQ 100 ETF
+$969.8K
47,115
+3%
增持
ET
ENERGY TRANSFER L P COM UT LTD PTN
+$948.0K
68,148
+581%
增持
ARCC
ARES CAPITAL CORP COM
+$945.5K
61,170
+287%
增持
IXN
ISHARES GLOBAL TECH ETF
+$926.6K
103,512
+1%
增持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$868.6K
30,166
+16%
增持
META
META PLATFORMS INC CL A
+$700.5K
31,115
+1%
建仓
FBCG
FIDELITY BLUE CHIP GROWTH ETF
+$535.0K
12,606
减持
—
SUPER MICRO COMPUTER INC COM
-$490.9K
249
-64%
建仓
ITA
ISHARES U.S. AEROSPACE & DEFENSE ETF
+$393.2K
2,977
减持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-$386.6K
56,710
-5%
减持
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
-$379.0K
3,749
-40%
增持
FNDX
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF
+$339.6K
89,656
+7%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
+$326.4K
59,671
+7%
建仓
—
EXXON MOBIL CORP COM
+$317.0K
2,754
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$306.6K
1,764
减持
IJH
ISHARES CORE S&P MID-CAP ETF
-$303.5K
7,325
-39%
减持
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
+$300.2K
20,326
-2%
清仓
ROKU
ROKU INC COM CL A
-$293.3K
0
-100%
增持
AVGO
BROADCOM INC COM
+$262.9K
453
+29%
清仓
KMB
KIMBERLY-CLARK CORP COM
-$245.8K
0
-100%
减持
XLY
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND
-$235.1K
4,015
-24%
减持
COST
COSTCO WHSL CORP NEW COM
+$218.9K
1,952
-1%
建仓
IWM
ISHARES RUSSELL 2000 ETF
+$213.9K
1,054
减持
SPYG
SPDR PORTFOLIO S&P 500 GROWTH ETF
+$213.4K
59,149
-4%
清仓
DE
DEERE & CO COM
-$210.7K
0
-100%
建仓
PANW
PALO ALTO NETWORKS INC COM
+$206.5K
609
增持
CAT
CATERPILLAR INC COM
-$203.6K
7,035
+1%
建仓
SDY
SPDR S&P DIVIDEND ETF
+$201.9K
1,588
减持
JNJ
JOHNSON & JOHNSON COM
-$200.9K
2,135
-34%
减持
IJR
ISHARES CORE S&P SMALL CAP ETF
-$199.0K
2,128
-45%
减持
IYH
ISHARES U.S. HEALTHCARE ETF
-$189.1K
16,740
-15%
清仓
T
AT&T INC COM
-$180.0K
0
-100%
减持
MCD
MCDONALDS CORP COM
-$178.3K
2,727
-12%
减持
IQLT
ISHARES MSCI INTL QUALITY FACTOR ETF
-$159.7K
41,402
-8%
减持
QLD
PROSHARES ULTRA QQQ
+$153.2K
15,224
-3%
增持
MRK
MERCK & CO INC COM
+$146.0K
3,493
+61%
减持
TSLA
TESLA INC COM
+$142.3K
109,228
-11%
减持
FELG
FIDELITY ENHANCED LARGE CAP GROWTH ETF
-$138.1K
87,780
-13%
减持
COWZ
PACER US CASH COWS 100 ETF
-$130.7K
25,261
-3%
减持
VUG
VANGUARD GROWTH ETF
+$129.7K
4,594
-0%
减持
LLY
ELI LILLY & CO COM
+$124.8K
1,693
-6%
增持
HD
HOME DEPOT INC COM
+$122.8K
6,442
+18%
减持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
+$122.8K
91,851
-2%
增持
PRF
INVESCO FTSE RAFI US 1000 ETF
+$117.6K
79,435
+5%
增持
HYS
PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND
+$116.3K
6,505
+25%
增持
XLF
FINANCIAL SELECT SECTOR SPDR FUND
+$110.7K
32,784
+12%
减持
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
-$110.2K
2,638
-34%
增持
IYJ
ISHARES U.S. INDUSTRIALS ETF
+$108.5K
7,509
+20%
增持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$85.6K
5,363
+42%
减持
DFAT
DIMENSIONAL U.S. TARGETED VALUE ETF
-$79.9K
15,488
-5%
增持
WMT
WALMART INC COM
+$79.4K
6,541
+8%
增持
CRWD
CROWDSTRIKE HLDGS INC CL A
+$78.7K
925
+8%
减持
FNDF
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
-$78.7K
92,246
-1%
增持
IEF
ISHARES 7-10 YEAR TREASURY BOND ETF
+$76.4K
10,621
+9%
增持
GOOG
ALPHABET INC CAP STK CL C
+$66.7K
2,138
+0%
减持
EFG
ISHARES MSCI EAFE GROWTH ETF
-$65.8K
2,321
-21%
减持
XLC
COMMUNICATION SERVICES SELECT SECTOR SPDR FUND
-$65.5K
4,769
-18%
增持
—
NORWEGIAN CRUISE LINE HLDG LTD SHS
+$63.2K
14,500
+45%
减持
AMD
ADVANCED MICRO DEVICES INC COM
-$59.9K
2,352
-4%
减持
SUSA
ISHARES MSCI USA ESG SELECT ETF
-$56.5K
7,117
-9%
增持
IVV
ISHARES CORE S&P 500 ETF
+$54.0K
1,853
+1%
增持
SMH
VANECK SEMICONDUCTOR ETF
+$47.8K
1,030
+5%
减持
NVO
NOVO-NORDISK A S ADR
-$47.3K
2,432
-21%
减持
FDN
FIRST TR DJ INTERNET INDEX
-$43.6K
2,128
-9%
增持
DLN
WISDOMTREE U.S. LARGECAP DIVIDEND FUND
+$40.3K
25,995
+1%
减持
FELC
FIDELITY ENHANCED LARGE CAP CORE ETF
-$38.7K
72,038
-5%
增持
SCHX
SCHWAB U.S. LARGE-CAP ETF
+$38.4K
4,061
+13%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$37.9K
1,602
-11%
减持
IYF
ISHARES U.S. FINANCIALS ETF
-$33.3K
4,285
-7%
减持
IVW
ISHARES S&P 500 GROWTH ETF
-$26.3K
79,456
-9%
减持
DUK
DUKE ENERGY CORP NEW COM NEW
-$25.1K
4,337
-9%
增持
VOO
VANGUARD S&P 500 ETF
+$24.1K
648
+4%
增持
KO
COCA COLA CO COM
+$20.1K
7,303
+0%
增持
MINT
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
+$19.1K
16,650
+1%
减持
ESGV
VANGUARD ESG U.S. STOCK ETF
+$18.3K
7,351
-1%
减持
XLE
ENERGY SELECT SECTOR SPDR FUND
-$17.2K
2,372
-4%
减持
SCHB
SCHWAB U.S. BROAD MARKET ETF
+$13.0K
8,205
-0%
减持
SO
SOUTHERN CO COM
+$12.6K
12,074
-6%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$10.7K
2,959
+4%
减持
SPY
SPDR S&P 500 ETF TRUST
-$9.9K
6,392
-4%
增持
UBER
UBER TECHNOLOGIES INC COM
+$9.4K
4,697
+9%
减持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
-$8.0K
2,953
-1%
清仓
AMLIF
AMERICAN LITHIUM CORP COM NEW
-$6.8K
0
-100%
减持
SOXL
DIREXION DAILY SEMICONDUCTOR BULL 3X SHARES
-$5.7K
15,026
-17%
增持
XLI
INDUSTRIAL SELECT SECTOR SPDR FUND
-$5.0K
2,050
+1%
减持
MELI
MERCADOLIBRE INC COM
+$4.6K
150
-6%
减持
QTEC
FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND
+$4.5K
8,402
-3%
增持
VTV
VANGUARD VALUE ETF
-$1.8K
11,756
+1%
