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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 135 项
建仓 14
增持 46
减持 65
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
GOOGL
ALPHABET INC CAP STK CL A
+$7.3M
139,497
-8%
减持
QQQ
INVESCO QQQ TRUST SERIES I
+$4.7M
127,383
-2%
减持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
+$3.1M
1,483,725
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。
-2%
增持
QQQM
INVESCO NASDAQ 100 ETF
+$2.0M
68,434
+4%
增持
PVAL
PUTNAM FOCUSED LARGE CAP VALUE ETF
+$1.8M
129,923
+38%
增持
PYLD
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
+$1.7M
164,271
+63%
减持
TSLA
TESLA INC COM
-$1.5M
37,368
-35%
减持
BAC
BANK AMERICA CORP COM
-$1.5M
493,313
-13%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
+$1.4M
80,797
+8%
减持
MSFT
MICROSOFT CORP COM
+$1.4M
107,551
-1%
减持
AMZN
AMAZON COM INC COM
-$1.4M
188,049
-3%
增持
SPMO
INVESCO S&P 500 MOMENTUM ETF
+$1.2M
61,903
+11%
减持
IYW
ISHARES U.S. TECHNOLOGY ETF
+$1.2M
67,531
-3%
减持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-$1.1M
110,478
-29%
减持
JPM
JPMORGAN CHASE & CO. COM
+$961.4K
43,442
-1%
减持
META
META PLATFORMS INC CL A
-$954.6K
28,141
-4%
减持
IXN
ISHARES GLOBAL TECH ETF
+$892.9K
87,464
-1%
减持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
+$838.2K
80,535
-0%
减持
SPYD
STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF
-$664.4K
22,957
-42%
减持
AAPL
APPLE INC COM
+$654.8K
236,859
-19%
建仓
IDMO
INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF
+$645.7K
11,960
减持
TQQQ
PROSHARES ULTRAPRO QQQ
+$620.7K
75,355
-13%
增持
BINC
ISHARES FLEXIBLE INCOME ACTIVE ETF
+$607.8K
84,231
+15%
建仓
AIQ
GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF
+$597.4K
12,096
减持
NVDA
NVIDIA CORPORATION COM
+$576.7K
46,571
-9%
减持
IVW
ISHARES S&P 500 GROWTH ETF
+$573.4K
54,834
-0%
增持
CAT
CATERPILLAR INC COM
+$515.3K
5,326
+2%
清仓
QUBT
QUANTUM COMPUTING INC COM
-$503.6K
0
-100%
增持
ITA
ISHARES U.S. AEROSPACE & DEFENSE ETF
+$500.1K
7,107
+36%
增持
OKLO
OKLO INC COM CL A
+$487.1K
6,973
+34%
建仓
PXH
INVESCO RAFI EMERGING MARKETS ETF
+$477.4K
18,780
增持
FBCG
FIDELITY BLUE CHIP GROWTH ETF
+$463.6K
69,025
+3%
增持
IYJ
ISHARES U.S. INDUSTRIALS ETF
+$457.5K
13,413
+27%
减持
ET
ENERGY TRANSFER L P COM UT LTD PTN
-$457.4K
166,093
-9%
减持
COWZ
PACER US CASH COWS 100 ETF
-$446.8K
8,528
-50%
建仓
—
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
+$437.6K
1,854
建仓
—
NEBIUS GROUP N.V. SHS CLASS A
+$430.1K
3,831
增持
NEAR
ISHARES SHORT MATURITY BOND ETF
+$417.8K
112,879
+7%
减持
LLY
ELI LILLY & CO COM
-$415.2K
1,328
-28%
建仓
RGTI
RIGETTI COMPUTING INC COMMON STOCK
+$409.5K
13,747
减持
XLF
FINANCIAL SELECT SECTOR SPDR FUND
-$402.5K
18,495
-31%
增持
QLD
PROSHARES ULTRA QQQ
+$379.9K
14,022
+7%
增持
SSO
PROSHARES ULTRA S&P 500
+$352.3K
14,094
+12%
减持
FNDX
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF
+$349.5K
277,857
-2%
清仓
GEV
GE VERNOVA INC COM
-$345.0K
0
-100%
减持
IQLT
ISHARES MSCI INTL QUALITY FACTOR ETF
-$325.6K
27,510
-23%
增持
PPA
INVESCO AEROSPACE & DEFENSE ETF
+$320.1K
7,616
+25%
清仓
AEVA
AEVA TECHNOLOGIES INC COM NEW
-$317.5K
0
-100%
建仓
BA
BOEING CO COM
+$315.1K
1,460
减持
KMI
KINDER MORGAN INC DEL COM
-$306.6K
180,831
-2%
减持
SPYG
STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF
+$304.8K
47,580
-3%
增持
XLC
COMMUNICATION SERVICES SELECT SECTOR SPDR FUND
+$300.7K
5,280
+77%
减持
TSPA
T. ROWE PRICE U.S. EQUITY RESEARCH ETF
+$284.1K
189,443
-4%
增持
FDN
FIRST TR DJ INTERNET INDEX
+$280.3K
2,423
+64%
减持
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
+$269.3K
16,212
-5%
建仓
KBWB
INVESCO KBW BANK ETF
+$267.9K
3,425
增持
DYNF
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
+$259.5K
13,539
+36%
建仓
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$246.3K
3,736
建仓
APP
APPLOVIN CORP COM CL A
+$244.9K
341
减持
PRF
INVESCO RAFI US 1000 ETF
+$244.6K
85,972
-0%
建仓
JEPQ
JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF
+$244.4K
4,249
减持
EPD
ENTERPRISE PRODS PARTNERS L P COM
-$243.5K
134,490
-6%
清仓
IWB
ISHARES RUSSELL 1000 ETF
-$242.1K
0
-100%
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$241.2K
3,083
+31%
减持
COST
COSTCO WHSL CORP NEW COM
-$237.4K
1,800
-6%
增持
VOO
VANGUARD S&P 500 ETF
+$235.5K
775
+84%
清仓
ORCL
ORACLE CORP COM
-$233.5K
0
-100%
减持
SPHQ
INVESCO S&P 500 QUALITY ETF
+$231.4K
258,218
-2%
减持
FELG
FIDELITY ENHANCED LARGE CAP GROWTH ETF
+$219.2K
53,912
-0%
清仓
DELL
DELL TECHNOLOGIES INC CL C
-$215.4K
0
-100%
清仓
VRT
VERTIV HOLDINGS CO COM CL A
-$209.4K
0
-100%
清仓
SDY
SPDR S&P DIVIDEND ETF
-$205.8K
0
-100%
建仓
UNH
UNITEDHEALTH GROUP INC COM
+$202.8K
587
建仓
XLI
INDUSTRIAL SELECT SECTOR SPDR FUND
+$200.4K
1,299
清仓
LUNR
INTUITIVE MACHINES INC CLASS A COM
-$181.0K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$178.9K
4,303
+5%
增持
JGRO
JPMORGAN ACTIVE GROWTH ETF
+$178.2K
6,207
+32%
增持
FNDF
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
+$176.0K
47,799
+2%
减持
HD
HOME DEPOT INC COM
+$170.3K
5,731
-2%
减持
SPY
SPDR S&P 500 ETF TRUST
+$165.6K
4,761
-2%
减持
IYH
ISHARES U.S. HEALTHCARE ETF
-$155.1K
5,465
-35%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$152.4K
3,962
+36%
增持
IGM
ISHARES EXPANDED TECH SECTOR ETF
+$131.2K
5,188
+12%
减持
XLY
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND
-$129.1K
2,039
-28%
减持
FELC
FIDELITY ENHANCED LARGE CAP CORE ETF
+$123.3K
65,846
-3%
增持
NULG
NUVEEN ESG LARGE-CAP GROWTH ETF
+$116.4K
4,096
+32%
减持
V
VISA INC COM CL A
-$111.8K
1,662
-13%
增持
IVV
ISHARES CORE S&P 500 ETF
+$105.4K
1,865
+1%
减持
DLN
WISDOMTREE U.S. LARGECAP DIVIDEND FUND
+$104.2K
29,229
-2%
减持
GOOG
ALPHABET INC CAP STK CL C
+$102.0K
1,972
-8%
建仓
BTQ
BTQ TECHNOLOGIES CORP COM
+$98.2K
14,185
减持
XLP
CONSUMER STAPLES SELECT SECTOR SPDR FUND
-$97.7K
3,830
-22%
减持
QTEC
FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND
+$97.5K
7,537
-2%
减持
MINT
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
-$90.2K
21,067
-4%
增持
BLOK
AMPLIFY BLOCKCHAIN TECHNOLOGY ETF
+$85.4K
6,013
+8%
增持
SO
SOUTHERN CO COM
+$81.5K
19,313
+1%
减持
T
AT&T INC COM
-$75.7K
33,819
-5%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$74.2K
4,999
+22%
减持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$73.4K
26,104
-5%
增持
IEF
ISHARES 7-10 YEAR TREASURY BOND ETF
+$73.3K
11,123
+7%
减持
VGK
VANGUARD FTSE EUROPE ETF
-$71.7K
14,380
-9%
增持
XLG
INVESCO S&P 500 TOP 50 ETF
+$71.7K
7,122
+10%
增持
QTUM
DEFIANCE QUANTUM ETF
+$68.7K
2,793
+14%
减持
UBER
UBER TECHNOLOGIES INC COM
-$68.7K
5,972
-15%
减持
AVGO
BROADCOM INC COM
+$68.4K
2,436
-9%
增持
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
+$67.0K
8,606
+18%
减持
NFLX
NETFLIX INC COM
-$62.7K
428
-0%
增持
DUK
DUKE ENERGY CORP NEW COM NEW
+$60.5K
10,437
+0%
减持
BOND
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND
-$58.3K
3,501
-16%
增持
TCAF
T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF
+$48.8K
10,352
+7%
减持
IWM
ISHARES RUSSELL 2000 ETF
+$48.1K
2,045
-1%
减持
CEG
CONSTELLATION ENERGY CORP COM
-$43.6K
660
-18%
减持
MOAT
VANECK MORNINGSTAR WIDE MOAT ETF
-$43.0K
16,605
-8%
增持
DFAT
DIMENSIONAL U.S. TARGETED VALUE ETF
+$39.0K
9,127
+0%
清仓
TELA
TELA BIO INC COM
-$36.2K
0
-100%
增持
PANW
PALO ALTO NETWORKS INC COM
+$28.2K
1,270
+13%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$27.6K
1,119
+0%
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$26.0K
14,574
+3%
增持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
+$21.6K
5,155
+0%
减持
MCK
MCKESSON CORP COM
-$18.8K
302
-12%
减持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
-$17.7K
6,400
-5%
增持
PM
PHILIP MORRIS INTL INC COM
-$17.0K
1,322
+4%
增持
KO
COCA COLA CO COM
-$15.9K
5,137
+2%
减持
PG
PROCTER AND GAMBLE CO COM
-$15.5K
1,803
-2%
增持
PXF
INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF
+$15.1K
3,848
+0%
减持
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
-$14.9K
3,124
-6%
增持
MRK
MERCK & CO INC COM
+$13.9K
2,706
+0%
减持
VTV
VANGUARD VALUE ETF
-$12.8K
9,907
-6%
减持
HYS
PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND
-$12.3K
4,122
-4%
增持
—
EXXON MOBIL CORP COM
+$11.8K
2,344
+0%
减持
ESGV
VANGUARD ESG U.S. STOCK ETF
+$6.1K
4,076
-6%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
-$4.0K
6,369
-6%
减持
IMTM
ISHARES MSCI INTL MOMENTUM FACTOR ETF
+$4.0K
6,371
-3%
减持
MCD
MCDONALDS CORP COM
-$2.9K
2,636
-4%
减持
WMT
WALMART INC COM
+$1.4K
4,877
-5%
