RW

Roberts Wealth Advisors, LLC

分散型投资策略趋势追踪型高品质投资策略

申报总市值

US$3.9亿

申报季度: 2026-03-31 · 持股只数: 110

Roberts Wealth Advisors, LLC在最新一期 13F 报告中披露了 110 项持股，申报期为 2026-03-31，总持股市值约为 US$3.9亿，季度换手率为 14.8%。

机构性格雪花图

集中度
11.5
持仓稳定性
14.79
动能／逆势
100
行业集中度
46.93
多样化
100
仓位均衡度
85.22

近期动向

  • 减仓 MSFT

    +2.1%　-US$351.0万

  • 加仓 JSCP

    +18.2%　US$414.1万

  • 减仓 SE

    -12.2%　-US$225.2万

  • 减仓 VUSB

    -54.8%　-US$219.9万

  • 减仓 GOOG

    +1.4%　-US$151.9万

  • 加仓 AAP

    +103.0%　US$203.2万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1JPSTJpmorgan Ultra-short IncomeETF-其他8.19%+0.50%+9.49%
2JSCPJpmorgan Short Duration CoreETF-其他7.05%+0.88%+18.15%
3AAPLApple INC股票-科技5.96%-0.26%+5.35%
4GOOGAlphabet Inc-cl C股票-通信服务4.90%-0.54%+1.41%
5VBVanguard Small-cap ETFETF-其他3.41%+0.10%+4.10%
6MSFTMicrosoft CORP股票-科技3.19%-1.00%+2.10%
7SCHFSchwab Intl Equity ETFETF-其他3.01%+0.22%+7.77%
8AMZNAmazon.com INC股票-周期性消费2.93%—+10.39%
9VWOVanguard Ftse Emerging MarkeETF-新兴市场2.74%+0.22%+11.05%
10VEAVanguard Ftse Developed ETFETF-其他2.31%—-1.07%
11TTTrane Technologies plc股票-工业2.30%+0.19%+4.68%
12COHRCoherent CORP股票-科技2.13%—-22.86%
13MRKMerck & Co. INC.股票-医疗保健2.02%+0.26%+3.07%
14JPMJpmorgan Chase & Co股票-金融1.83%—+6.19%
15NEENextera Energy INC股票-公用事业1.77%+0.23%+2.02%
16CSCOCisco Systems INC股票-科技1.41%—+2.81%
17COSTCostco Wholesale CORP股票-非周期性消费1.39%+0.17%+0.85%
18DISWalt Disney Co/the股票-通信服务1.33%-0.19%+6.22%
19LINLinde plc股票-原材料1.32%+0.17%+1.25%
20WSMWilliams-sonoma INC股票-周期性消费1.31%—+2.97%
21TTWOTake-two Interactive Softwre股票-通信服务1.29%-0.32%+7.25%
22ROKRockwell Automation INC股票-工业1.23%—+4.53%
23VVisa Inc-class A Shares股票-金融1.21%-0.19%+2.98%
24GSKGsk Plc-spon Adr股票-医疗保健1.20%+0.10%-0.34%
25TMOThermo Fisher Scientific INC股票-医疗保健1.18%-0.16%+6.70%
26AMTAmerican Tower CORP股票-房地产1.17%+0.40%+58.10%
27TWTradeweb Markets Inc-class A股票-金融1.10%+0.10%+3.52%
28CCJCameco CORP股票-能源1.10%+0.17%+2.46%
29PGProcter & Gamble Co/the股票-非周期性消费1.08%—+5.78%
30ISRGIntuitive Surgical INC股票-医疗保健1.04%-0.20%+5.72%
31XLKSs Technology Select SectorETF-科技型0.89%—+6.73%
32XOMExxon Mobil CORP股票-能源0.89%+0.26%+2.09%
33VZVerizon Communications INC股票-通信服务0.87%+0.17%+3.44%
34CRMSalesforce INC股票-科技0.87%-0.36%+3.48%
35VTRVentas INC股票-房地产0.87%—+0.93%
36NKENike INC -cl B股票-周期性消费0.84%-0.13%+6.97%
37GOOGLAlphabet Inc-cl A股票-通信服务0.82%—+9.43%
38QCOMQualcomm INC股票-科技0.82%-0.27%+3.20%
39AAPAdvance Auto Parts INC股票-周期性消费0.81%+0.51%+103.00%
40EAElectronic Arts INC股票-通信服务0.80%——
41SESea Ltd-adr股票-通信服务0.76%-0.61%-12.24%
42INDAIshares Msci India ETFETF-其他0.75%—+5.17%
43SNOWSnowflake INC股票-科技0.74%-0.27%+8.82%
44SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长0.68%+0.10%+26.75%
45SPTSSs Spdr P St Term Tsy ETFETF-其他0.66%+0.06%+14.42%
46INTUIntuit INC股票-科技0.64%-0.31%+4.96%
47SCHWSchwab (charles) CORP股票-金融0.63%—+14.83%
48RTXRtx CORP股票-工业0.63%—+2.95%
49IJRIshares Core S&p Small-cap EETF-中小型股0.62%—+10.32%
50FANGDiamondback Energy INC股票-能源0.61%+0.15%+3.60%
1–50 of 110

本季持股变动

Roberts Wealth Advisors, LLC 在 2026-03-31 最显著的持仓异动： 清仓: Paypal Holdings INC (PYPL); 新建仓: Deere & Co (DE); 新建仓: Eli Lilly & Co (LLY); 新建仓: Netflix INC (NFLX); 新建仓: Schwab US Broad Market ETF (SCHB).

Roberts Wealth Advisors, LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1JSCPJpmorgan Short Duration Core+0.9%+18.15%加仓
2AAPAdvance Auto Parts INC+0.5%+103.00%加仓
3JPSTJpmorgan Ultra-short Income+0.5%+9.49%加仓
4AMTAmerican Tower CORP+0.4%+58.10%加仓
5MRKMerck & Co. INC.+0.3%+3.07%加仓
6XOMExxon Mobil CORP+0.3%+2.09%加仓
7NEENextera Energy INC+0.2%+2.02%加仓
8SCHFSchwab Intl Equity ETF+0.2%+7.77%加仓
9VWOVanguard Ftse Emerging Marke+0.2%+11.05%加仓
10TTTrane Technologies plc+0.2%+4.68%加仓
11LINLinde plc+0.2%+1.25%加仓
12COSTCostco Wholesale CORP+0.2%+0.85%加仓
13CCJCameco CORP+0.2%+2.46%加仓
14VZVerizon Communications INC+0.2%+3.44%加仓
15UNPUnion Pacific CORP+0.2%+72.85%加仓
16QQnity Electronics INC+0.2%+2.95%加仓
17FANGDiamondback Energy INC+0.2%+3.60%加仓
18VBVanguard Small-cap ETF+0.1%+4.10%加仓
19GSKGsk Plc-spon Adr+0.1%-0.34%减仓
20TWTradeweb Markets Inc-class A+0.1%+3.52%加仓
21SPYSs Spdr S&p 500 ETF Trust-us+0.1%+26.75%加仓
226D8Dupont De Nemours INC+0.1%+13.78%加仓
23CVXChevron CORP+0.1%+7.63%加仓
24SPTSSs Spdr P St Term Tsy ETF+0.1%+14.42%加仓
25ORCLOracle CORP-0.1%-0.45%减仓
26NKENike INC -cl B-0.1%+6.97%加仓
27TMOThermo Fisher Scientific INC-0.2%+6.70%加仓
28ADBEAdobe INC-0.2%-6.20%减仓
29VVisa Inc-class A Shares-0.2%+2.98%加仓
30DISWalt Disney Co/the-0.2%+6.22%加仓
31ISRGIntuitive Surgical INC-0.2%+5.72%加仓
32AAPLApple INC-0.3%+5.35%加仓
33SNOWSnowflake INC-0.3%+8.82%加仓
34QCOMQualcomm INC-0.3%+3.20%加仓
35INTUIntuit INC-0.3%+4.96%加仓
36TTWOTake-two Interactive Softwre-0.3%+7.25%加仓
37CRMSalesforce INC-0.4%+3.48%加仓
38GOOGAlphabet Inc-cl C-0.5%+1.41%加仓
39VUSBVanguard Ultra Short Bond Et-0.6%-54.85%减仓
40SESea Ltd-adr-0.6%-12.24%减仓
41MSFTMicrosoft CORP-1%+2.10%加仓
42PYPLPaypal Holdings INC—EXIT清仓
43DEDeere & Co—NEW新建仓
44LLYEli Lilly & Co—NEW新建仓
45NFLXNetflix INC—NEW新建仓
46SCHBSchwab US Broad Market ETF—NEW新建仓
47IEFAIshares Core Msci Eafe ETF—NEW新建仓
48QQQInvesco Qqq Trust Series 1—NEW新建仓
49IJHIshares Core S&p Midcap ETF—NEW新建仓
50SCHDSchwab US Dvd Equity ETF—NEW新建仓

FAQ

Roberts Wealth Advisors, LLC 是什么机构？属于哪种投资人类型？
Roberts Wealth Advisors, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$3.9亿，分布在 110 个已申报仓位之中。
Roberts Wealth Advisors, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Roberts Wealth Advisors, LLC 按市值排列的前几大持股为： 1. Jpmorgan Ultra-short Income (JPST) — US$3226.4万 (8.2%) 2. Jpmorgan Short Duration Core (JSCP) — US$2778.3万 (7.0%) 3. Apple INC (AAPL) — US$2346.0万 (6.0%) 4. Alphabet Inc-cl C (GOOG) — US$1931.7万 (4.9%) 5. Vanguard Small-cap ETF (VB) — US$1341.4万 (3.4%)
Roberts Wealth Advisors, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Roberts Wealth Advisors, LLC 共进行了 50 项显著调整：新建仓 8 个仓位、加仓 36 个既有持股、减仓 5 个仓位，并完全清仓 1 个持股。 其中幅度最大的异动：清仓: Paypal Holdings INC (PYPL); 新建仓: Deere & Co (DE); 新建仓: Eli Lilly & Co (LLY); 新建仓: Netflix INC (NFLX); 新建仓: Schwab US Broad Market ETF (SCHB)
Roberts Wealth Advisors, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Roberts Wealth Advisors, LLC 的主要板块分布如下： • Information Technology: 29.5% • Communication Services: 17.2% • Health Care: 10.5% • Consumer Discretionary: 10.1% • Industrials: 8.0% • Financials: 7.6%