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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 128 项
建仓 21
增持 49
减持 53
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC COM
+$6.7M
333,745
-1%
减持
TSLA
TESLA INC COM
+$4.4M
99,376
-9%
增持
TSPA
T. ROWE PRICE U.S. EQUITY RESEARCH ETF
+$3.9M
138,342
+345%
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
GOOGL
ALPHABET INC CAP STK CL A
-$3.5M
167,709
-3%
减持
MSFT
MICROSOFT CORP COM
-$3.5M
118,774
-3%
增持
SPHQ
INVESCO S&P 500 QUALITY ETF
+$2.9M
188,744
+22%
减持
AMZN
AMAZON COM INC COM
-$2.8M
211,288
-3%
减持
QQQ
INVESCO QQQ TRUST SERIES I
-$2.4M
164,953
-5%
增持
FBCG
FIDELITY BLUE CHIP GROWTH ETF
+$2.3M
65,617
+421%
减持
META
META PLATFORMS INC CL A
+$2.0M
30,936
-1%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
+$1.5M
67,246
+13%
减持
TQQQ
PROSHARES ULTRAPRO QQQ
-$1.3M
108,615
-13%
减持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
+$1.1M
388,796
-0%
增持
FNDX
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF
+$1.1M
99,094
+11%
增持
KMI
KINDER MORGAN INC DEL COM
+$860.1K
149,405
+22%
减持
IYW
ISHARES U.S. TECHNOLOGY ETF
-$766.4K
78,068
-7%
增持
BINC
ISHARES FLEXIBLE INCOME ACTIVE ETF
+$760.5K
58,213
+29%
增持
QQQM
INVESCO NASDAQ 100 ETF
+$688.8K
49,667
+5%
增持
EPD
ENTERPRISE PRODS PARTNERS L P COM
+$668.4K
107,173
+27%
建仓
DY
DYCOM INDS INC COM
+$653.0K
3,313
减持
NVDA
NVIDIA CORPORATION COM
-$524.5K
70,969
-4%
增持
ARCC
ARES CAPITAL CORP COM
+$505.6K
85,021
+39%
减持
IVW
ISHARES S&P 500 GROWTH ETF
-$505.2K
71,517
-10%
减持
XLF
FINANCIAL SELECT SECTOR SPDR FUND
-$495.1K
18,814
-43%
建仓
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
+$470.9K
9,281
建仓
PYLD
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
+$468.9K
17,595
减持
SOXL
DIREXION DAILY SEMICONDUCTOR BULL 3X SHARES
-$438.7K
10,719
-29%
增持
PRF
INVESCO FTSE RAFI US 1000 ETF
+$434.4K
84,887
+7%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$414.3K
57,070
+1%
增持
ET
ENERGY TRANSFER L P COM UT LTD PTN
+$405.7K
94,144
+38%
减持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
+$395.3K
89,997
-2%
增持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$391.3K
30,912
+2%
清仓
CRWD
CROWDSTRIKE HLDGS INC CL A
-$354.5K
0
-100%
减持
CAT
CATERPILLAR INC COM
+$354.0K
6,897
-2%
增持
NEAR
ISHARES SHORT MATURITY BOND ETF
+$353.2K
72,573
+9%
增持
DLN
WISDOMTREE U.S. LARGECAP DIVIDEND FUND
+$341.5K
28,419
+9%
增持
JPM
JPMORGAN CHASE & CO. COM
+$314.7K
25,060
+2%
减持
MOAT
VANECK MORNINGSTAR WIDE MOAT ETF
-$306.1K
28,408
-20%
减持
IEF
ISHARES 7-10 YEAR TREASURY BOND ETF
-$305.9K
7,020
-34%
建仓
BOND
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND
+$286.9K
3,033
增持
SO
SOUTHERN CO COM
+$282.7K
13,521
+12%
建仓
PVAL
PUTNAM FOCUSED LARGE CAP VALUE ETF
+$277.2K
7,305
清仓
—
NORWEGIAN CRUISE LINE HLDG LTD SHS
-$272.5K
0
-100%
建仓
T
AT&T INC COM
+$271.2K
12,329
增持
VTV
VANGUARD VALUE ETF
+$260.1K
12,292
+5%
建仓
SPYD
SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF
+$252.2K
5,524
清仓
IGM
ISHARES EXPANDED TECH SECTOR ETF
-$245.0K
0
-100%
减持
SPYG
SPDR PORTFOLIO S&P 500 GROWTH ETF
-$243.6K
54,208
-8%
增持
XMHQ
INVESCO S&P MIDCAP QUALITY ETF
+$235.5K
12,081
+17%
建仓
FTEC
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
+$219.8K
1,259
建仓
GLD
SPDR GOLD SHARES
+$217.5K
895
增持
DUK
DUKE ENERGY CORP NEW COM NEW
+$216.9K
5,651
+30%
清仓
XLE
ENERGY SELECT SECTOR SPDR FUND
-$216.2K
0
-100%
建仓
MCK
MCKESSON CORP COM
+$212.1K
429
减持
V
VISA INC COM CL A
-$205.4K
2,059
-30%
建仓
—
ROYAL CARIBBEAN GROUP COM
+$204.1K
1,151
清仓
—
SUPER MICRO COMPUTER INC COM
-$204.0K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$178.4K
3,003
+1%
减持
FNDF
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
+$176.5K
91,194
-1%
减持
XLC
COMMUNICATION SERVICES SELECT SECTOR SPDR FUND
-$155.4K
2,800
-41%
减持
ITA
ISHARES U.S. AEROSPACE & DEFENSE ETF
-$151.4K
1,616
-46%
增持
VOO
VANGUARD S&P 500 ETF
+$150.1K
898
+39%
增持
HYS
PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND
+$144.6K
7,828
+20%
增持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$144.3K
11,324
+35%
减持
HD
HOME DEPOT INC COM
+$142.3K
5,824
-10%
增持
MCD
MCDONALDS CORP COM
+$141.3K
2,746
+1%
减持
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
-$136.9K
19,762
-3%
增持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$135.6K
7,387
+38%
增持
IWM
ISHARES RUSSELL 2000 ETF
+$134.9K
1,579
+50%
增持
IVV
ISHARES CORE S&P 500 ETF
+$118.3K
1,963
+6%
增持
ROOT
ROOT INC CL A NEW
-$108.8K
17,882
+18%
减持
AMD
ADVANCED MICRO DEVICES INC COM
-$101.6K
1,706
-27%
增持
AVGO
BROADCOM INC COM
+$97.6K
4,780
+955%
减持
IYJ
ISHARES U.S. INDUSTRIALS ETF
-$91.8K
6,023
-20%
减持
FDN
FIRST TR DJ INTERNET INDEX
-$88.1K
1,643
-23%
减持
IQLT
ISHARES MSCI INTL QUALITY FACTOR ETF
-$84.6K
36,929
-11%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$84.2K
2,660
+25%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$80.6K
597
+13%
减持
FELG
FIDELITY ENHANCED LARGE CAP GROWTH ETF
-$70.4K
83,224
-5%
减持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
-$68.0K
2,856
-9%
减持
IYH
ISHARES U.S. HEALTHCARE ETF
-$66.9K
14,749
-12%
减持
ESGV
VANGUARD ESG U.S. STOCK ETF
-$66.6K
6,332
-14%
增持
KO
COCA COLA CO COM
+$61.6K
7,326
+0%
减持
DFAT
DIMENSIONAL U.S. TARGETED VALUE ETF
-$59.7K
13,368
-14%
增持
PPA
INVESCO AEROSPACE & DEFENSE ETF
+$59.0K
3,020
+8%
减持
QTEC
FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND
-$55.1K
8,384
-0%
增持
SMH
VANECK SEMICONDUCTOR ETF
+$55.1K
1,319
+28%
建仓
—
HALOZYME THERAPEUTICS INC 0.25 03/01/2027
+$54.0K
54,000
建仓
—
AKAMAI TECHNOLOGIES INC 0.375 09/01/2027
+$53.6K
52,000
建仓
—
JOHN BEAN TECHNOLOGIES CORP 0.25 05/15/2026
+$51.8K
55,000
减持
BAC
BANK AMERICA CORP COM
-$50.8K
512,966
-0%
建仓
—
FORD MTR CO 0 03/15/2026
+$50.7K
52,000
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$50.2K
2,975
+1%
减持
SPY
SPDR S&P 500 ETF TRUST
+$49.8K
6,150
-4%
减持
COWZ
PACER US CASH COWS 100 ETF
+$48.2K
24,636
-2%
减持
WMT
WALMART INC COM
+$48.1K
6,080
-7%
建仓
—
GREENBRIER COS INC 2.875 04/15/2028
+$48.0K
44,000
建仓
—
SPOTIFY USA INC 0 03/15/2026
+$47.5K
48,000
建仓
—
LCI INDS 1.125 05/15/2026
+$46.5K
46,000
减持
—
EXXON MOBIL CORP COM
-$43.8K
2,330
-15%
增持
MINT
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
+$40.9K
17,050
+2%
增持
IYF
ISHARES U.S. FINANCIALS ETF
+$40.2K
4,287
+0%
减持
XLY
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND
-$38.9K
3,460
-14%
增持
MRK
MERCK & CO INC COM
-$35.6K
3,495
+0%
建仓
—
BIOMARIN PHARMACEUTICAL INC 1.25 05/15/2027
+$35.1K
37,000
减持
JNJ
JOHNSON & JOHNSON COM
-$32.0K
1,728
-19%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$28.0K
7,327
+0%
增持
QLD
PROSHARES ULTRA QQQ
+$27.9K
15,367
+1%
减持
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
-$23.7K
3,394
-9%
减持
FELC
FIDELITY ENHANCED LARGE CAP CORE ETF
+$22.1K
69,380
-4%
减持
DNP
DNP SELECT INCOME FD INC COM
+$21.4K
15,350
-5%
增持
VBK
VANGUARD SMALL-CAP GROWTH ETF
+$19.8K
909
+2%
减持
SCHB
SCHWAB U.S. BROAD MARKET ETF
+$19.6K
8,049
-2%
增持
UBER
UBER TECHNOLOGIES INC COM
+$19.3K
4,799
+2%
增持
NFLX
NETFLIX INC COM
+$18.5K
342
+3%
建仓
—
IMAX CORP 0.5 04/01/2026
+$18.0K
18,000
增持
IXN
ISHARES GLOBAL TECH ETF
-$17.5K
103,664
+0%
增持
LLY
ELI LILLY & CO COM
-$15.0K
1,713
+1%
减持
—
ARISTA NETWORKS INC COM
+$13.1K
1,351
-6%
减持
SDY
SPDR S&P DIVIDEND ETF
+$11.4K
1,502
-5%
减持
XLI
INDUSTRIAL SELECT SECTOR SPDR FUND
-$9.3K
1,776
-13%
减持
COST
COSTCO WHSL CORP NEW COM
-$9.0K
1,862
-5%
减持
SSO
PROSHARES ULTRA S&P 500
-$8.7K
11,933
-9%
减持
EFG
ISHARES MSCI EAFE GROWTH ETF
+$6.9K
2,270
-2%
增持
PANW
PALO ALTO NETWORKS INC COM
+$6.5K
623
+2%
增持
GOOG
ALPHABET INC CAP STK CL C
+$3.9K
2,369
+11%
减持
VUG
VANGUARD GROWTH ETF
-$2.4K
4,469
-3%
建仓
—
GABELLI UTIL TR RT EXP 102124
+$385
14,000
