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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 142 项
建仓 11
增持 60
减持 67
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
MSFT
MICROSOFT CORP COM
-$12.6M
104,097
-1%
减持
QQQ
INVESCO QQQ TRUST SERIES I
-$8.6M
111,312
-6%
减持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
-$7.4M
1,331,148
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。
-6%
减持
AAPL
APPLE INC COM
-$4.8M
218,353
-1%
减持
AMZN
AMAZON COM INC COM
-$4.7M
183,073
-1%
减持
TSLA
TESLA INC COM
-$4.4M
28,186
-15%
减持
AKRE
AKRE FOCUS ETF
-$4.1M
39,598
-58%
减持
META
META PLATFORMS INC CL A
-$3.3M
26,249
-6%
增持
GOOGL
ALPHABET INC CAP STK CL A
-$3.3M
138,483
+1%
减持
BAC
BANK OF AMER CORP COM
-$2.9M
454,637
-0%
增持
PVAL
PUTNAM FOCUSED LARGE CAP VALUE ETF
+$2.3M
255,954
+22%
减持
TQQQ
PROSHARES ULTRAPRO QQQ
-$2.2M
123,638
-12%
增持
BCGD
BARON GLOBAL DURABLE ADVANTAGE ETF
+$2.1M
103,909
+665%
增持
IMTM
ISHARES MSCI INTL MOMENTUM FACTOR ETF
+$1.9M
56,543
+245%
增持
SPHQ
INVESCO S&P 500 QUALITY ETF
+$1.8M
292,408
+9%
减持
IYW
ISHARES U.S. TECHNOLOGY ETF
-$1.8M
58,861
-6%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
+$1.6M
107,802
+8%
减持
IVW
ISHARES S&P 500 GROWTH ETF
-$1.5M
42,868
-16%
减持
JPM
JPMORGAN CHASE & CO COM
-$1.3M
44,290
-1%
减持
QQQM
INVESCO NASDAQ 100 ETF
-$1.3M
79,236
-0%
增持
CAT
CATERPILLAR INC COM
+$1.1M
5,852
+9%
增持
PYLD
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
+$1.0M
344,790
+15%
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$978.7K
22,211
+162%
建仓
FENI
FIDELITY ENHANCED INTERNATIONAL ETF
+$888.6K
23,886
建仓
ON
ON SEMICONDUCTOR CORP COM
+$849.4K
13,718
增持
NFLX
NETFLIX INC. COM
+$796.7K
14,357
+131%
减持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
-$789.0K
75,939
-3%
增持
DYNF
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
+$770.7K
29,330
+91%
减持
MINT
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
-$749.2K
12,832
-37%
减持
KMI
KINDER MORGAN INC DEL COM
+$701.2K
154,813
-5%
建仓
SOXL
DIREXION DAILY SEMICONDUCTOR BULL 3X ETF
+$694.3K
14,492
建仓
JPLD
JPMORGAN LIMITED DURATION BOND ETF
+$647.4K
12,404
建仓
CRM
SALESFORCE INC COM
+$640.6K
3,432
减持
XLF
STATE STREET FINANCIAL SELECT SECTOR SPDR ETF
-$613.0K
6,785
-61%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$600.2K
4,846
-17%
减持
IXN
ISHARES GLOBAL TECH ETF
-$598.2K
85,429
-2%
增持
FNDF
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
+$579.9K
53,253
+19%
减持
SPYG
STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF
-$578.0K
42,714
-4%
减持
NVDA
NVIDIA CORPORATION COM
-$525.2K
42,173
-0%
增持
BINC
ISHARES FLEXIBLE INCOME ACTIVE ETF
+$517.3K
115,215
+11%
减持
TCAF
T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF
-$511.5K
7,475
-63%
建仓
BCTK
BARON TECHNOLOGY ETF
+$483.9K
20,743
减持
EPD
ENTERPRISE PRODS PARTNERS L P COM
+$451.9K
113,041
-5%
减持
FELG
FIDELITY ENHANCED LARGE CAP GROWTH ETF
-$450.0K
47,204
-11%
减持
FELC
FIDELITY ENHANCED LARGE CAP CORE ETF
-$430.3K
57,587
-13%
减持
FDN
FIRST TR DJ INTERNET INDEX
-$369.6K
1,899
-37%
增持
ITA
ISHARES U.S. AEROSPACE & DEFENSE ETF
+$367.0K
6,949
+29%
增持
XLK
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
-$365.9K
33,122
+0%
减持
AIQ
GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF
-$360.8K
14,077
-30%
增持
ET
ENERGY TRANSFER L P COM UT LTD PTN
+$359.1K
82,733
+10%
减持
FBCG
FIDELITY BLUE CHIP GROWTH ETF
-$323.2K
66,165
-0%
减持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
-$310.4K
23,766
-3%
清仓
CEG
CONSTELLATION ENERGY CORP COM
-$303.9K
0
-100%
建仓
MPLX
MPLX LP COM UNIT REP LTD
+$296.2K
5,189
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$277.1K
5,541
+62%
建仓
DELL
DELL TECHNOLOGIES INC CL C
+$275.9K
1,681
增持
PXH
INVESCO RAFI EMERGING MARKETS ETF
+$261.5K
31,646
+38%
增持
SMH
VANECK SEMICONDUCTOR ETF
+$260.3K
1,731
+55%
建仓
CRWD
CROWDSTRIKE HLDGS INC CL A
+$256.5K
657
增持
BOND
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND
+$253.7K
10,218
+38%
减持
MOAT
VANECK MORNINGSTAR WIDE MOAT ETF
-$250.6K
14,602
-9%
增持
IYJ
ISHARES U.S. INDUSTRIALS ETF
+$237.5K
8,848
+23%
清仓
IBIT
ISHARES BITCOIN TRUST ETF
-$220.8K
0
-100%
建仓
CPNG
COUPANG INC CL A
+$216.0K
11,441
建仓
CHAT
ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF
+$214.7K
3,472
清仓
—
ON HLDG AG NAMEN AKT A
-$207.6K
0
-100%
增持
—
EXXON MOBIL CORP COM
+$205.3K
2,874
+23%
清仓
VBK
VANGUARD SMALL-CAP GROWTH ETF
-$200.3K
0
-100%
增持
T
AT&T INC COM
+$195.1K
32,633
+8%
增持
SPMO
INVESCO S&P 500 MOMENTUM ETF
-$193.3K
75,951
+4%
增持
VRT
VERTIV HOLDINGS CO COM CL A
+$192.1K
1,801
+13%
减持
JGRO
JPMORGAN ACTIVE GROWTH ETF
-$191.6K
5,359
-23%
增持
PXF
INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF
+$182.6K
6,238
+61%
减持
SSO
PROSHARES ULTRA S&P 500
-$182.5K
29,776
-0%
减持
GOOG
ALPHABET INC CAP STK CL C
-$182.2K
1,796
-19%
减持
SPY
STATE STREET SPDR S&P 500 ETF
-$178.6K
4,674
-1%
减持
XLC
STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF
-$169.8K
4,556
-21%
增持
IWM
ISHARES RUSSELL 2000 ETF
+$168.8K
2,935
+29%
增持
QTUM
DEFIANCE QUANTUM ETF
+$166.1K
5,882
+39%
增持
VUG
VANGUARD GROWTH ETF
-$165.7K
4,526
+3%
减持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$158.4K
55,768
-1%
增持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
+$156.9K
8,652
+33%
增持
LHX
L3HARRIS TECHNOLOGIES INC COM
+$156.8K
1,332
+29%
增持
UBER
UBER TECHNOLOGIES INC COM
+$150.7K
7,442
+58%
减持
IGM
ISHARES EXPANDED TECH SECTOR ETF
-$141.5K
5,005
-12%
增持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$135.8K
16,766
+44%
增持
TSPA
T. ROWE PRICE U.S. EQUITY RESEARCH ETF
-$131.8K
182,989
+3%
增持
DUK
DUKE ENERGY CORP NEW COM NEW
+$130.2K
9,382
+0%
减持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
-$129.6K
19,935
-11%
减持
SO
SOUTHERN CO COM
+$123.5K
16,857
-2%
增持
IVV
ISHARES CORE S&P 500 ETF
+$120.0K
2,183
+14%
减持
NULG
NUVEEN ESG LARGE-CAP GROWTH ETF
-$119.0K
3,096
-24%
减持
PRF
INVESCO RAFI US 1000 ETF
-$113.0K
82,497
-4%
增持
EFV
ISHARES MSCI EAFE VALUE ETF
+$110.9K
4,501
+44%
减持
QTEC
FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND
-$109.2K
7,514
-0%
减持
XLY
STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF
-$107.7K
3,480
-15%
减持
FTEC
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
-$106.7K
1,691
-17%
减持
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
-$106.1K
4,621
-22%
增持
WMT
WALMART INC COM
+$103.0K
6,020
+4%
减持
BA
BOEING CO COM
-$94.8K
1,161
-23%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$93.9K
1,219
+70%
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$91.7K
2,779
+57%
减持
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
-$90.3K
6,711
-29%
减持
IYH
ISHARES U.S. HEALTHCARE ETF
-$89.5K
6,484
-14%
减持
SPYD
STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF
-$87.5K
8,949
-22%
减持
BLOK
AMPLIFY BLOCKCHAIN TECHNOLOGY ETF
-$85.7K
5,806
-12%
增持
V
VISA INC COM CL A
-$81.0K
1,676
+0%
增持
AVGO
BROADCOM INC COM
+$77.8K
3,184
+21%
增持
DFAT
DIMENSIONAL U.S. TARGETED VALUE ETF
+$76.5K
9,607
+9%
增持
HD
HOME DEPOT INC COM
-$73.0K
5,099
+0%
增持
LLY
ELI LILLY & CO COM
+$71.4K
1,630
+23%
减持
ESGV
VANGUARD ESG U.S. STOCK ETF
-$69.0K
3,713
-8%
增持
PANW
PALO ALTO NETWORKS INC COM
+$62.9K
1,994
+43%
增持
NEAR
ISHARES SHORT MATURITY BOND ETF
+$62.5K
154,656
+1%
增持
QLD
PROSHARES ULTRA QQQ
-$54.0K
33,081
+12%
减持
VZ
VERIZON COMMUNICATIONS INC COM
+$53.4K
11,029
-10%
减持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
-$50.5K
579
-4%
减持
FDVV
FIDELITY HIGH DIVIDEND ETF
-$49.5K
14,194
-3%
减持
IBB
ISHARES BIOTECHNOLOGY ETF
-$48.2K
1,637
-15%
增持
EFG
ISHARES MSCI EAFE GROWTH ETF
+$47.0K
2,733
+21%
增持
ORCL
ORACLE CORP COM
+$43.0K
2,194
+53%
减持
IYF
ISHARES U.S. FINANCIALS ETF
-$42.3K
3,736
-0%
减持
VGK
VANGUARD FTSE EUROPE ETF
-$42.2K
7,360
-5%
增持
MRK
MERCK & CO INC COM
+$42.1K
2,728
+0%
增持
VOE
VANGUARD MID-CAP VALUE ETF
+$37.8K
3,033
+3%
减持
IQLT
ISHARES MSCI INTL QUALITY FACTOR ETF
-$34.6K
12,644
-7%
减持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
-$33.5K
5,387
-9%
减持
VTV
VANGUARD VALUE ETF
+$32.9K
9,530
-1%
增持
GLD
SPDR GOLD SHARES
+$32.7K
729
+3%
减持
FNDX
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF
-$29.4K
270,853
-3%
增持
DSI
ISHARES ESG MSCI KLD 400 ETF
-$27.9K
6,185
+2%
减持
IEF
ISHARES 7-10 YEAR TREASURY BOND ETF
-$27.2K
10,602
-2%
减持
DLN
WISDOMTREE U.S. LARGECAP DIVIDEND FUND
-$25.7K
28,535
-2%
减持
KBWB
INVESCO KBW BANK ETF
-$24.5K
3,759
-2%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$22.9K
6,124
+3%
增持
XLG
INVESCO S&P 500 TOP 50 ETF
-$21.4K
9,657
+4%
减持
PPA
INVESCO AEROSPACE & DEFENSE ETF
-$16.7K
7,903
-7%
增持
MCD
MCDONALDS CORP COM
+$14.3K
2,470
+0%
减持
MCK
MCKESSON CORP COM
-$11.3K
259
-10%
增持
SCHX
SCHWAB U.S. LARGE-CAP ETF
+$8.2K
9,724
+9%
增持
PM
PHILIP MORRIS INTL INC COM
+$6.6K
1,276
+0%
增持
IDMO
INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF
-$5.9K
13,344
+1%
