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Roxbury Financial LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Roxbury Financial LLC
报告期 2026-03-31 · CIK 0002054149
持仓数
392
前50大市值合计
$84.1M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 21
增持 74
减持 42
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT CORP COM
-$1.4M
13,672
+2%
增持
V
VISA INC COM CL A
-$493.0K
10,344
+0%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$438.9K
8,204
+0%
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
CAT
CATERPILLAR INC COM
+$427.0K
3,194
-0%
减持
WFC
WELLS FARGO & CO COM
-$420.0K
28,794
-1%
减持
ADP
AUTOMATIC DATA PROCESSING INC COM
-$415.4K
4,849
-11%
增持
LMT
LOCKHEED MARTIN CORP COM
+$390.5K
3,185
+0%
增持
FBCG
FIDELITY BLUE CHIP GROWTH ETF
-$376.0K
81,320
+0%
增持
WMT
WALMART INC COM
+$373.0K
21,661
+4%
增持
CVX
CHEVRON CORPORATION COM
+$362.3K
6,506
+1%
增持
GOOGL
ALPHABET INC CAP STK CL A
-$359.1K
17,884
+2%
建仓
WCMI
FIRST TRUST WCM INTERNATIONAL EQUITY ETF
+$293.9K
17,527
建仓
GRBK
GREEN BRICK PARTNERS INC COM
+$289.3K
4,489
减持
ROP
ROPER TECHNOLOGIES INC COM
-$271.3K
1,381
-19%
建仓
—
TOTALENERGIES SE ACT
+$265.3K
2,916
减持
AAPL
APPLE INC COM
-$262.1K
13,106
-1%
建仓
IGV
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF
+$249.8K
3,121
减持
PRU
PRUDENTIAL FINL INC COM
-$247.0K
12,222
-4%
增持
FENY
FIDELITY MSCI ENERGY INDEX ETF
+$245.9K
22,947
+6%
增持
CRM
SALESFORCE INC COM
-$216.4K
3,359
+6%
建仓
OSCR
OSCAR HEALTH INC CL A
+$213.4K
18,602
增持
NFLX
NETFLIX INC. COM
+$198.2K
3,878
+108%
增持
FSTA
FIDELITY MSCI CONSUMER STAPLES INDEX ETF
+$189.7K
56,794
+0%
增持
JNJ
JOHNSON & JOHNSON COM
+$189.4K
4,652
+2%
增持
COST
COSTCO WHOLESALE CORPORATION COM
+$174.9K
1,167
+2%
增持
ONEQ
FIDELITY NASDAQ COMPOSITE INDEX ETF
-$173.1K
40,212
+2%
增持
XLE
STATE STREET ENERGY SELECT SECTOR SPDR ETF
+$164.6K
9,808
+1%
减持
SU
SUNCOR ENERGY INC NEW COM
+$161.1K
7,501
-1%
清仓
PCRX
PACIRA BIOSCIENCES INC COM
-$161.0K
0
-100%
增持
DUK
DUKE ENERGY CORP NEW COM NEW
+$150.7K
10,577
+0%
增持
JPM
JPMORGAN CHASE & CO COM
-$134.8K
8,317
+4%
建仓
DBO
INVESCO DB OIL FUND
+$122.0K
6,200
建仓
REMX
VANECK RARE EARTH AND STRATEGIC METALS ETF
+$116.7K
1,326
增持
BINC
ISHARES FLEXIBLE INCOME ACTIVE ETF
+$105.6K
8,668
+33%
减持
FHLC
FIDELITY MSCI HEALTH CARE INDEX ETF
-$101.3K
24,580
-0%
建仓
FEP
FIRST TRUST EUROPE ALPHADEX FUND
+$100.2K
1,835
建仓
APO
APOLLO GLOBAL MGMT INC COM
+$96.8K
869
增持
MRK
MERCK & CO INC COM
+$94.7K
5,928
+1%
减持
IHAK
ISHARES CYBERSECURITY & TECH ETF
-$91.1K
2
-100%
增持
ITA
ISHARES U.S. AEROSPACE & DEFENSE ETF
+$85.8K
4,464
+8%
减持
KO
COCA COLA CO COM
+$85.1K
14,191
-0%
减持
MCK
MCKESSON CORP COM
+$84.1K
2,348
-1%
增持
RDDT
REDDIT INC CL A
-$81.6K
980
+5%
减持
LOW
LOWES COS INC COM
-$80.5K
6,307
-3%
建仓
FTSL
FIRST TRUST SENIOR LOAN FUND
+$78.4K
1,749
增持
MCD
MCDONALDS CORP COM
+$77.8K
3,662
+6%
减持
RTX
RTX CORPORATION COM
+$76.2K
8,221
-0%
清仓
TOST
TOAST INC CL A
-$74.0K
0
-100%
建仓
CAIE
CALAMOS AUTOCALLABLE INCOME ETF
+$73.4K
2,920
减持
—
CHUBB LTD SWITZ COM
+$72.2K
5,483
-0%
建仓
ARMY
TEMA INTERNATIONAL DEFENSE ETF
+$71.8K
2,836
清仓
CRWD
CROWDSTRIKE HLDGS INC CL A
-$71.3K
0
-100%
建仓
DDOG
DATADOG INC CL A COM
+$69.1K
585
清仓
U
UNITY SOFTWARE INC COM
-$66.3K
0
-100%
建仓
FIIG
FIRST TRUST INTERMEDIATE DURATION INVESTMENT GRADE CORPORATE ETF
+$62.4K
3,008
增持
TRP
TC ENERGY CORP COM
+$60.1K
6,051
+4%
增持
ENB
ENBRIDGE INC COM
+$58.2K
8,995
+0%
增持
BLK
BLACKROCK INC COM
-$57.7K
751
+3%
增持
AMGN
AMGEN INC COM
+$56.9K
1,943
+1%
增持
ADI
ANALOG DEVICES INC COM
+$56.8K
1,190
+0%
增持
NVS
NOVARTIS AG SPONSORED ADR
+$56.7K
3,726
+0%
减持
FIDU
FIDELITY MSCI INDUSTRIAL INDEX ETF
+$55.7K
14,427
-0%
增持
META
META PLATFORMS INC CL A
-$54.9K
628
+0%
增持
FNCL
FIDELITY MSCI FINANCIALS INDEX ETF
-$54.8K
8,179
+1%
清仓
HOOD
ROBINHOOD MKTS INC COM CL A
-$53.4K
0
-100%
增持
ORCL
ORACLE CORP COM
-$52.0K
1,095
+0%
增持
MO
ALTRIA GROUP INC COM
+$48.9K
5,823
+0%
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$47.5K
21
-89%
清仓
FSK
FS KKR CAP CORP COM
-$47.5K
0
-100%
增持
GLD
SPDR GOLD SHARES
+$47.1K
382
+29%
清仓
—
INVESCO S&P 500 EX-RATE SENSITIVE LOW VOLATILITY ETF
-$47.0K
0
-100%
增持
FELV
FIDELITY ENHANCED LARGE CAP VALUE ETF
+$46.7K
11,004
+13%
减持
PFE
PFIZER INC COM
-$43.8K
4,621
-34%
减持
TSLA
TESLA INC COM
-$43.7K
555
-0%
减持
ABNB
AIRBNB INC COM CL A
-$43.5K
478
-38%
减持
HDB
HDFC BANK LTD SPONSORED ADS
-$42.4K
3
-100%
增持
ABT
ABBOTT LABORATORIES COM
-$42.4K
1,894
+0%
建仓
PTRN
PATTERN GROUP INC COM SER A
+$39.8K
3,199
增持
HON
HONEYWELL INTL INC COM
+$38.9K
1,238
+0%
清仓
TTD
THE TRADE DESK INC COM CL A
-$38.9K
0
-100%
增持
LLY
ELI LILLY & CO COM
-$38.7K
267
+1%
减持
—
EXXON MOBIL CORP COM
+$37.9K
771
-0%
增持
TBIL
F/M US TREASURY 3 MONTH BILL FUND
+$37.9K
5,267
+17%
增持
ABBV
ABBVIE INC COM
+$35.7K
3,914
+10%
增持
EPD
ENTERPRISE PRODS PARTNERS L P COM
+$34.2K
5,451
+2%
建仓
CANC
TEMA ONCOLOGY ETF
+$33.9K
924
减持
MET
METLIFE INC COM
-$32.5K
3,398
-2%
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$32.0K
3,326
+0%
建仓
FDL
FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND
+$31.9K
628
增持
ITW
ILLINOIS TOOL WKS INC COM
+$31.7K
2,135
+0%
增持
FSMD
FIDELITY SMALL-MID MULTIFACTOR ETF
+$31.5K
22,390
+2%
减持
UPS
UNITED PARCEL SVCS INC CL B
-$31.1K
1,626
-16%
清仓
DK
DELEK US HLDGS INC NEW COM
-$30.1K
0
-100%
减持
CLBK
COLUMBIA FINL INC COM
+$29.8K
15,900
-1%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS
+$28.6K
829
+0%
增持
PG
PROCTER & GAMBLE CO COM
+$27.7K
8,555
+1%
建仓
EUAD
SELECT STOXX EUROPE AEROSPACE & DEFENSE ETF
+$26.6K
654
增持
—
MEDTRONIC PLC SHS
-$26.2K
2,952
+1%
增持
TFC
TRUIST FINL CORP COM
-$25.8K
8,850
+1%
增持
SPY
STATE STREET SPDR S&P 500 ETF
-$25.8K
870
+0%
增持
FLTB
FIDELITY LIMITED TERM BOND ETF
+$25.4K
2,096
+33%
增持
ELV
ELEVANCE HEALTH INC FORMERLY A COM
-$25.3K
450
+0%
增持
NVDA
NVIDIA CORPORATION COM
-$25.3K
8,471
+5%
增持
HD
HOME DEPOT INC COM
-$24.2K
1,683
+0%
增持
CSX
CSX CORP COM
+$24.2K
4,952
+0%
减持
GD
GENERAL DYNAMICS CORP COM
-$24.0K
1,263
-7%
减持
IWM
ISHARES RUSSELL 2000 ETF
-$23.8K
498
-17%
增持
IVV
ISHARES CORE S&P 500 ETF
+$23.0K
5,490
+6%
增持
VTV
VANGUARD VALUE ETF
+$22.8K
3,867
+0%
建仓
SOLS
SOLSTICE ADVANCED MATLS INC COM SHS
+$22.4K
294
增持
VONG
VANGUARD RUSSELL 1000 GROWTH ETF
-$21.5K
1,806
+0%
减持
MFSG
MFS ACTIVE GROWTH ETF
-$20.7K
5,119
-4%
减持
BAC
BANK OF AMER CORP COM
-$20.7K
1,854
-8%
增持
FE
FIRSTENERGY CORP COM
+$19.5K
3,228
+0%
建仓
GLXY
GALAXY DIGITAL INC. CL A
+$19.2K
1,042
减持
LRCX
LAM RESEARCH CORP COM NEW
+$19.2K
507
-3%
清仓
—
CYBERARK SOFTWARE LTD SHS
-$19.2K
0
-100%
清仓
MDB
MONGODB INC CL A
-$18.9K
0
-100%
增持
OKE
ONEOK INC NEW COM
+$18.7K
1,062
+1%
减持
TAP
MOLSON COORS BEVERAGE CO CL B
-$17.7K
3,347
-3%
减持
BRCB
BLACK ROCK COFFEE BAR INC CL A
-$17.2K
1,719
-3%
增持
GILD
GILEAD SCIENCES INC COM
+$17.2K
992
+1%
增持
—
LINDE PLC SHS
+$16.0K
227
+0%
增持
KMI
KINDER MORGAN INC DEL COM
+$15.9K
2,588
+0%
减持
—
LYONDELLBASELL INDUSTRIES NV SHS - A -
-$15.5K
553
-60%
减持
XLK
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
-$15.3K
845
-5%
增持
NEE
NEXTERA ENERGY INC COM
+$13.6K
1,037
+1%
清仓
SYFI
AB SHORT DURATION HIGH YIELD ETF
-$13.6K
0
-100%
减持
SNOW
SNOWFLAKE INC COM SHS
-$13.1K
2
-97%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$12.7K
5,023
+3%
增持
FDLO
FIDELITY LOW VOLATILITY FACTOR ETF
+$12.6K
14,737
+5%
增持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
+$11.8K
11,928
+0%
建仓
BTG
B2GOLD CORP COM
+$11.7K
2,589
增持
AMZN
AMAZON COM INC COM
-$11.3K
14,136
+10%
增持
PH
PARKER-HANNIFIN CORP COM
+$11.1K
230
+4%
减持
PLTR
PALANTIR TECHNOLOGIES INC CL A
-$10.7K
250
-6%
减持
UBER
UBER TECHNOLOGIES INC COM
-$10.7K
958
-2%
增持
PM
PHILIP MORRIS INTL INC COM
+$10.5K
1,889
+0%
减持
—
JOHNSON CTLS INTL PLC SHS
-$10.4K
140
-41%
减持
JETS
U.S. GLOBAL JETS ETF
-$10.3K
2,835
-1%
增持
OWL
BLUE OWL CAPITAL INC COM CL A
-$10.2K
1,769
+0%
清仓
SHOP
SHOPIFY INC CL A SUB VTG SHS
-$10.1K
0
-100%
增持
FHEQ
FIDELITY HEDGED EQUITY ETF
-$10.0K
6,966
+0%
增持
GS
GOLDMAN SACHS GROUP INC COM
+$9.4K
278
+8%
减持
JBLU
JETBLUE AIRWAYS CORP COM
-$9.2K
52,777
-1%
增持
SO
SOUTHERN CO COM
+$8.9K
896
+1%
增持
FELC
FIDELITY ENHANCED LARGE CAP CORE ETF
-$8.8K
5,357
+1%
减持
CCI
CROWN CASTLE INC COM
-$8.6K
372
-15%
减持
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
-$8.2K
4,547
-0%
减持
AFL
AFLAC INC COM
-$7.7K
7,963
-0%
