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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 122 项
建仓 5
增持 57
减持 50
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
TSLA
TESLA INC COM
+$7.0M
81,826
-18%
减持
AMZN
AMAZON COM INC COM
+$5.4M
204,083
-3%
减持
AAPL
APPLE INC COM
+$4.9M
329,923
-1%
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
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
+$3.8M
1,589,809
+309%
增持
SPHQ
INVESCO S&P 500 QUALITY ETF
+$3.2M
236,681
+25%
减持
QQQ
INVESCO QQQ TRUST SERIES I
-$3.1M
151,427
-8%
增持
BAC
BANK AMERICA CORP COM
+$2.7M
525,473
+2%
减持
GOOGL
ALPHABET INC CAP STK CL A
+$2.2M
158,432
-6%
增持
JPM
JPMORGAN CHASE & CO. COM
+$2.1M
30,666
+22%
增持
QQQM
INVESCO NASDAQ 100 ETF
+$2.1M
57,220
+15%
增持
KMI
KINDER MORGAN INC DEL COM
+$1.7M
184,298
+23%
增持
ET
ENERGY TRANSFER L P COM UT LTD PTN
+$1.6M
160,709
+71%
增持
TSPA
T. ROWE PRICE U.S. EQUITY RESEARCH ETF
+$1.6M
178,380
+29%
减持
MSFT
MICROSOFT CORP COM
-$1.5M
117,614
-1%
增持
EPD
ENTERPRISE PRODS PARTNERS L P COM
+$1.2M
136,910
+28%
增持
SPYD
SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF
+$1.1M
30,598
+454%
增持
ARCC
ARES CAPITAL CORP COM
+$962.5K
125,301
+47%
减持
NVDA
NVIDIA CORPORATION COM
+$708.6K
69,455
-2%
增持
FBCG
FIDELITY BLUE CHIP GROWTH ETF
+$632.3K
74,334
+13%
建仓
ANET
ARISTA NETWORKS INC COM SHS
+$597.3K
5,404
减持
IYW
ISHARES U.S. TECHNOLOGY ETF
-$582.9K
70,548
-10%
清仓
—
ARISTA NETWORKS INC COM
-$518.5K
0
-100%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
+$477.3K
71,309
+6%
减持
FNDF
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
-$473.8K
88,349
-3%
减持
ROOT
ROOT INC CL A NEW
-$445.4K
3,171
-82%
建仓
VRT
VERTIV HOLDINGS CO COM CL A
+$414.6K
3,649
增持
DUK
DUKE ENERGY CORP NEW COM NEW
+$407.8K
9,833
+74%
减持
MOAT
VANECK MORNINGSTAR WIDE MOAT ETF
-$406.0K
25,324
-11%
增持
AVGO
BROADCOM INC COM
+$371.4K
5,158
+8%
减持
IQLT
ISHARES MSCI INTL QUALITY FACTOR ETF
-$368.0K
31,362
-15%
减持
TQQQ
PROSHARES ULTRAPRO QQQ
-$366.9K
94,865
-13%
建仓
XLG
INVESCO S&P 500 TOP 50 ETF
+$351.2K
7,030
增持
PVAL
PUTNAM FOCUSED LARGE CAP VALUE ETF
+$340.7K
16,646
+128%
建仓
VZ
VERIZON COMMUNICATIONS INC COM
+$338.0K
8,451
减持
XMHQ
INVESCO S&P MIDCAP QUALITY ETF
-$337.1K
9,162
-24%
减持
META
META PLATFORMS INC CL A
+$315.5K
30,785
-0%
减持
IVW
ISHARES S&P 500 GROWTH ETF
-$315.5K
64,338
-10%
清仓
MELI
MERCADOLIBRE INC COM
-$307.8K
0
-100%
增持
NEAR
ISHARES SHORT MATURITY BOND ETF
+$304.7K
79,670
+10%
清仓
NVO
NOVO-NORDISK A S ADR
-$289.6K
0
-100%
增持
FNDX
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF
+$280.0K
312,121
+215%
清仓
AMD
ADVANCED MICRO DEVICES INC COM
-$279.9K
0
-100%
增持
T
AT&T INC COM
+$264.9K
23,547
+91%
增持
SO
SOUTHERN CO COM
+$244.7K
17,784
+32%
清仓
EFG
ISHARES MSCI EAFE GROWTH ETF
-$244.4K
0
-100%
减持
SPYG
SPDR PORTFOLIO S&P 500 GROWTH ETF
+$238.3K
53,860
-1%
清仓
GLD
SPDR GOLD SHARES
-$217.5K
0
-100%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-$216.4K
168,656
+196%
清仓
SDY
SPDR S&P DIVIDEND ETF
-$213.3K
0
-100%
减持
IXN
ISHARES GLOBAL TECH ETF
+$208.0K
103,403
-0%
增持
LLY
ELI LILLY & CO COM
-$180.3K
1,732
+1%
增持
PPA
INVESCO AEROSPACE & DEFENSE ETF
+$178.3K
4,581
+52%
增持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
-$173.6K
15,786
+39%
减持
KO
COCA COLA CO COM
-$170.9K
5,711
-22%
增持
XLF
FINANCIAL SELECT SECTOR SPDR FUND
+$170.7K
21,174
+13%
增持
WMT
WALMART INC COM
+$150.2K
7,096
+17%
建仓
RIVN
RIVIAN AUTOMOTIVE INC COM CL A
+$142.4K
10,707
减持
SOXL
DIREXION DAILY SEMICONDUCTOR BULL 3X SHARES
-$134.7K
9,464
-12%
减持
BINC
ISHARES FLEXIBLE INCOME ACTIVE ETF
-$133.1K
57,345
-1%
增持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$127.3K
31,838
+3%
减持
VUG
VANGUARD GROWTH ETF
+$116.4K
4,464
-0%
增持
GOOG
ALPHABET INC CAP STK CL C
+$116.2K
2,689
+14%
减持
HYS
PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND
-$111.8K
6,787
-13%
增持
MINT
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
+$109.1K
18,197
+7%
减持
IYH
ISHARES U.S. HEALTHCARE ETF
-$106.9K
14,618
-1%
减持
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
+$104.9K
19,639
-1%
减持
QTEC
FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND
-$97.9K
7,999
-5%
增持
PYLD
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
+$97.7K
21,860
+24%
增持
HD
HOME DEPOT INC COM
-$92.0K
5,830
+0%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$90.0K
8,772
+20%
增持
CAT
CATERPILLAR INC COM
-$86.3K
7,198
+4%
减持
QLD
PROSHARES ULTRA QQQ
-$80.4K
13,554
-12%
减持
DFAT
DIMENSIONAL U.S. TARGETED VALUE ETF
-$77.5K
11,968
-10%
增持
IEF
ISHARES 7-10 YEAR TREASURY BOND ETF
+$75.5K
8,267
+18%
减持
COWZ
PACER US CASH COWS 100 ETF
-$74.7K
23,902
-3%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$71.3K
549
-8%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$62.8K
1,869
+6%
增持
DLN
WISDOMTREE U.S. LARGECAP DIVIDEND FUND
+$56.6K
29,428
+4%
减持
XLY
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND
+$56.2K
3,341
-3%
减持
FELG
FIDELITY ENHANCED LARGE CAP GROWTH ETF
+$55.4K
79,659
-4%
增持
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
-$54.7K
3,402
+0%
减持
DNP
DNP SELECT INCOME FD INC COM
-$54.0K
11,350
-26%
清仓
—
FORD MTR CO 0 03/15/2026
-$50.7K
0
-100%
增持
IVV
ISHARES CORE S&P 500 ETF
+$50.4K
2,009
+2%
增持
MRK
MERCK & CO INC COM
-$48.3K
3,503
+0%
减持
SPY
SPDR S&P 500 ETF TRUST
+$45.1K
6,097
-1%
减持
IYJ
ISHARES U.S. INDUSTRIALS ETF
-$43.6K
5,703
-5%
减持
FELC
FIDELITY ENHANCED LARGE CAP CORE ETF
+$39.7K
68,815
-1%
减持
BOND
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND
-$38.8K
2,744
-10%
增持
MCD
MCDONALDS CORP COM
-$38.6K
2,751
+0%
增持
SSO
PROSHARES ULTRA S&P 500
+$38.6K
12,048
+1%
增持
VTV
VANGUARD VALUE ETF
-$38.5K
12,448
+1%
减持
V
VISA INC COM CL A
+$37.8K
1,911
-7%
减持
VBK
VANGUARD SMALL-CAP GROWTH ETF
-$37.4K
734
-19%
清仓
—
BIOMARIN PHARMACEUTICAL INC 1.25 05/15/2027
-$35.1K
0
-100%
减持
FDN
FIRST TR DJ INTERNET INDEX
-$31.7K
1,301
-21%
增持
JNJ
JOHNSON & JOHNSON COM
-$29.8K
1,730
+0%
增持
PRF
INVESCO FTSE RAFI US 1000 ETF
+$28.9K
86,215
+2%
减持
SMH
VANECK SEMICONDUCTOR ETF
-$28.0K
1,221
-7%
增持
IWM
ISHARES RUSSELL 2000 ETF
+$24.5K
1,689
+7%
减持
COST
COSTCO WHSL CORP NEW COM
-$22.4K
1,777
-5%
增持
—
EXXON MOBIL CORP COM
-$22.3K
2,332
+0%
减持
MCK
MCKESSON CORP COM
+$19.8K
407
-5%
增持
FTEC
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
+$19.7K
1,295
+3%
增持
UBER
UBER TECHNOLOGIES INC COM
+$15.4K
6,235
+30%
增持
PANW
PALO ALTO NETWORKS INC COM
+$13.8K
1,246
+100%
增持
SCHB
SCHWAB U.S. BROAD MARKET ETF
+$12.5K
24,137
+200%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$11.7K
3,075
+2%
减持
SUSA
ISHARES MSCI USA ESG SELECT ETF
-$11.5K
6,951
-2%
减持
ITA
ISHARES U.S. AEROSPACE & DEFENSE ETF
-$11.4K
1,585
-2%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$11.0K
1,603
+0%
减持
XLC
COMMUNICATION SERVICES SELECT SECTOR SPDR FUND
+$10.7K
2,725
-3%
减持
IYF
ISHARES U.S. FINANCIALS ETF
-$10.1K
3,937
-8%
增持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$9.9K
7,814
+6%
减持
VOO
VANGUARD S&P 500 ETF
+$9.5K
897
-0%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$8.4K
3,052
+3%
增持
SCHX
SCHWAB U.S. LARGE-CAP ETF
+$6.9K
12,183
+200%
增持
XLI
INDUSTRIAL SELECT SECTOR SPDR FUND
-$6.4K
1,777
+0%
减持
ISRG
INTUITIVE SURGICAL INC COM NEW
-$5.0K
783
-7%
减持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
+$2.2K
87,915
-2%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$1.1K
2,710
+2%
清仓
—
GABELLI UTIL TR RT EXP 102124
-$385
0
-100%
