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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 129 项
建仓 11
增持 51
减持 52
清仓 15
方向
标的
Δ市值
现股数(环比)
减持
TSLA
TESLA INC COM
-$13.6M
74,947
-8%
减持
AAPL
APPLE INC COM
-$12.0M
318,090
-4%
减持
QQQ
INVESCO QQQ TRUST SERIES I
-$11.6M
140,429
-7%
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
MSFT
MICROSOFT CORP COM
-$7.0M
113,415
-4%
减持
AMZN
AMAZON COM INC COM
-$6.6M
200,582
-2%
减持
GOOGL
ALPHABET INC CAP STK CL A
-$5.9M
155,604
-2%
减持
NVDA
NVIDIA CORPORATION COM
-$4.1M
47,988
-31%
增持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
-$3.8M
1,619,495
+2%
增持
JPM
JPMORGAN CHASE & CO. COM
+$2.9M
41,991
+37%
增持
TQQQ
PROSHARES ULTRAPRO QQQ
-$2.0M
95,967
+1%
减持
IYW
ISHARES U.S. TECHNOLOGY ETF
-$1.8M
67,068
-5%
增持
PVAL
PUTNAM FOCUSED LARGE CAP VALUE ETF
+$1.5M
55,783
+235%
减持
IXN
ISHARES GLOBAL TECH ETF
-$1.3M
98,548
-5%
增持
PYLD
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
+$1.2M
68,860
+215%
减持
META
META PLATFORMS INC CL A
-$1.2M
29,123
-5%
减持
IVW
ISHARES S&P 500 GROWTH ETF
-$1.1M
58,110
-10%
减持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
-$1.1M
83,452
-5%
建仓
SPMO
INVESCO S&P 500 MOMENTUM ETF
+$1.1M
11,823
增持
SPHQ
INVESCO S&P 500 QUALITY ETF
+$931.3K
253,181
+7%
清仓
XMHQ
INVESCO S&P MIDCAP QUALITY ETF
-$902.2K
0
-100%
减持
AVGO
BROADCOM INC COM
-$879.1K
1,892
-63%
减持
FELG
FIDELITY ENHANCED LARGE CAP GROWTH ETF
-$813.8K
63,586
-20%
建仓
VGK
VANGUARD FTSE EUROPE ETF
+$795.1K
11,324
增持
EPD
ENTERPRISE PRODS PARTNERS L P COM
+$703.9K
146,381
+7%
增持
TSPA
T. ROWE PRICE U.S. EQUITY RESEARCH ETF
+$685.7K
207,065
+16%
增持
BINC
ISHARES FLEXIBLE INCOME ACTIVE ETF
+$680.8K
69,948
+22%
减持
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
-$660.3K
18,918
-4%
减持
SPY
SPDR S&P 500 ETF TRUST
-$657.5K
5,213
-14%
增持
SPYD
SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF
+$647.7K
44,527
+46%
清仓
ANET
ARISTA NETWORKS INC COM SHS
-$597.3K
0
-100%
增持
QQQM
INVESCO NASDAQ 100 ETF
+$573.5K
65,358
+14%
减持
SPYG
SPDR PORTFOLIO S&P 500 GROWTH ETF
-$551.1K
52,049
-3%
减持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
-$534.3K
30,051
-6%
增持
NEAR
ISHARES SHORT MATURITY BOND ETF
+$516.4K
89,242
+12%
增持
IEF
ISHARES 7-10 YEAR TREASURY BOND ETF
+$507.3K
13,333
+61%
增持
T
AT&T INC COM
+$473.7K
35,711
+52%
减持
MOAT
VANECK MORNINGSTAR WIDE MOAT ETF
-$473.3K
21,305
-16%
清仓
ISRG
INTUITIVE SURGICAL INC COM NEW
-$408.7K
0
-100%
增持
KMI
KINDER MORGAN INC DEL COM
+$387.2K
190,569
+3%
增持
ET
ENERGY TRANSFER L P COM UT LTD PTN
+$380.9K
189,842
+18%
增持
XLF
FINANCIAL SELECT SECTOR SPDR FUND
+$372.3K
28,019
+32%
建仓
IGM
ISHARES EXPANDED TECH SECTOR ETF
+$341.9K
3,771
减持
IYH
ISHARES U.S. HEALTHCARE ETF
-$333.4K
8,514
-42%
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$333.1K
14,795
+75%
增持
ARCC
ARES CAPITAL CORP COM
+$318.3K
138,139
+10%
建仓
GEV
GE VERNOVA INC COM
+$313.5K
1,027
清仓
UNH
UNITEDHEALTH GROUP INC COM
-$277.5K
0
-100%
减持
QLD
PROSHARES ULTRA QQQ
-$273.7K
13,427
-1%
减持
VOO
VANGUARD S&P 500 ETF
-$266.7K
422
-53%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
+$263.7K
72,596
+2%
清仓
SOXL
DIREXION DAILY SEMICONDUCTOR BULL 3X SHARES
-$258.5K
0
-100%
建仓
ACIO
APTUS COLLARED INVESTMENT OPPORTUNITY ETF
+$250.3K
6,469
清仓
JNJ
JOHNSON & JOHNSON COM
-$250.3K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$247.6K
3,082
+0%
增持
SO
SOUTHERN CO COM
+$237.9K
18,509
+4%
清仓
XLI
INDUSTRIAL SELECT SECTOR SPDR FUND
-$234.2K
0
-100%
清仓
AMAT
APPLIED MATLS INC COM
-$232.6K
0
-100%
清仓
ROOT
ROOT INC CL A NEW
-$230.2K
0
-100%
清仓
PANW
PALO ALTO NETWORKS INC COM
-$226.7K
0
-100%
增持
DUK
DUKE ENERGY CORP NEW COM NEW
+$226.0K
10,539
+7%
建仓
DELL
DELL TECHNOLOGIES INC CL C
+$222.9K
2,445
建仓
AMD
ADVANCED MICRO DEVICES INC COM
+$222.6K
2,167
增持
LLY
ELI LILLY & CO COM
+$214.3K
1,879
+8%
建仓
GE
GE AEROSPACE COM NEW
+$211.4K
1,056
清仓
VBK
VANGUARD SMALL-CAP GROWTH ETF
-$205.5K
0
-100%
建仓
SDY
SPDR S&P DIVIDEND ETF
+$205.1K
1,512
建仓
PM
PHILIP MORRIS INTL INC COM
+$201.3K
1,268
增持
BAC
BANK AMERICA CORP COM
+$200.3K
558,228
+6%
减持
ESGV
VANGUARD ESG U.S. STOCK ETF
-$189.6K
4,845
-23%
减持
XLY
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND
-$188.6K
2,841
-15%
减持
VUG
VANGUARD GROWTH ETF
-$178.7K
4,459
-0%
减持
QTEC
FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND
-$174.3K
7,673
-4%
增持
CAT
CATERPILLAR INC COM
-$157.6K
7,440
+3%
减持
SUSA
ISHARES MSCI USA ESG SELECT ETF
-$148.1K
6,068
-13%
减持
IVV
ISHARES CORE S&P 500 ETF
-$148.0K
1,841
-8%
减持
HD
HOME DEPOT INC COM
-$144.5K
5,794
-1%
清仓
RIVN
RIVIAN AUTOMOTIVE INC COM CL A
-$142.4K
0
-100%
减持
FELC
FIDELITY ENHANCED LARGE CAP CORE ETF
-$142.4K
68,089
-1%
增持
UBER
UBER TECHNOLOGIES INC COM
+$136.9K
7,041
+13%
增持
IQLT
ISHARES MSCI INTL QUALITY FACTOR ETF
+$130.9K
32,630
+4%
减持
VTV
VANGUARD VALUE ETF
-$128.5K
11,456
-8%
增持
VRT
VERTIV HOLDINGS CO COM CL A
-$126.3K
3,993
+9%
增持
FNDX
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF
+$125.8K
318,375
+2%
增持
FBCG
FIDELITY BLUE CHIP GROWTH ETF
-$125.7K
82,886
+12%
减持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
-$125.0K
2,830
-1%
减持
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
-$120.6K
2,380
-30%
增持
ITA
ISHARES U.S. AEROSPACE & DEFENSE ETF
+$112.9K
2,243
+42%
减持
MRK
MERCK & CO INC COM
-$107.8K
2,681
-23%
减持
FNDF
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
+$106.4K
84,131
-5%
增持
SSO
PROSHARES ULTRA S&P 500
-$102.5K
12,226
+1%
减持
DFAT
DIMENSIONAL U.S. TARGETED VALUE ETF
-$100.4K
10,988
-8%
清仓
DNP
DNP SELECT INCOME FD INC COM
-$100.1K
0
-100%
增持
MINT
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
+$86.2K
19,003
+4%
增持
XLG
INVESCO S&P 500 TOP 50 ETF
+$84.7K
9,472
+35%
增持
IYJ
ISHARES U.S. INDUSTRIALS ETF
+$84.2K
6,496
+14%
减持
COWZ
PACER US CASH COWS 100 ETF
-$84.0K
23,119
-3%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$81.0K
1,396
-13%
增持
DLN
WISDOMTREE U.S. LARGECAP DIVIDEND FUND
+$80.9K
29,861
+1%
减持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-$79.6K
161,948
-4%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
-$78.9K
8,016
-9%
增持
BOND
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND
+$72.0K
3,462
+26%
减持
HYS
PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND
-$69.7K
6,044
-11%
减持
IJR
ISHARES CORE S&P SMALL CAP ETF
-$69.3K
2,323
-14%
增持
V
VISA INC COM CL A
+$66.0K
1,912
+0%
增持
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
+$57.3K
3,307
+25%
清仓
—
AKAMAI TECHNOLOGIES INC 0.375 09/01/2027
-$52.1K
0
-100%
减持
MCD
MCDONALDS CORP COM
+$49.8K
2,713
-1%
减持
KO
COCA COLA CO COM
+$45.7K
5,603
-2%
减持
SMH
VANECK SEMICONDUCTOR ETF
-$45.1K
1,185
-3%
清仓
—
LCI INDS 1.125 05/15/2026
-$45.1K
0
-100%
减持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
-$39.8K
12,751
-19%
增持
IWM
ISHARES RUSSELL 2000 ETF
-$35.8K
1,692
+0%
减持
IWB
ISHARES RUSSELL 1000 ETF
-$32.4K
713
-8%
增持
GOOG
ALPHABET INC CAP STK CL C
+$28.9K
3,463
+29%
增持
—
EXXON MOBIL CORP COM
+$27.4K
2,340
+0%
增持
NFLX
NETFLIX INC COM
+$27.1K
356
+4%
增持
XLC
COMMUNICATION SERVICES SELECT SECTOR SPDR FUND
+$24.4K
2,988
+10%
增持
FTEC
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
+$23.8K
1,632
+26%
建仓
TELA
TELA BIO INC COM
+$22.8K
18,656
增持
SPYX
SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF
-$18.2K
8,079
+0%
减持
COST
COSTCO WHSL CORP NEW COM
-$17.5K
1,703
-4%
减持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
-$17.2K
7,566
-3%
增持
PRF
INVESCO RAFI US 1000 ETF
+$16.4K
86,473
+0%
减持
GUT
GABELLI UTIL TR COM
-$11.7K
11,000
-21%
减持
MCK
MCKESSON CORP COM
+$9.7K
359
-12%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$8.7K
3,126
+2%
减持
PPA
INVESCO AEROSPACE & DEFENSE ETF
+$7.2K
4,571
-0%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
-$3.2K
2,204
+18%
增持
WMT
WALMART INC COM
+$1.3K
7,318
+3%
