R&

Rowlandmiller & Partners.adv

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$4.9亿

申报季度: 2026-03-31 · 持股只数: 189

ROWLANDMILLER & PARTNERS.ADV在最新一期 13F 报告中披露了 189 项持股，申报期为 2026-03-31，总持股市值约为 US$4.9亿，季度换手率为 14.9%。

机构性格雪花图

集中度
9.13
持仓稳定性
14.88
动能／逆势
100
行业集中度
39.63
多样化
100
仓位均衡度
81.75

近期动向

  • 加仓 XOM

    -3.3%　US$360.3万

  • 减仓 ADP

    -10.5%　-US$446.3万

  • 减仓 MSFT

    +6.8%　-US$426.4万

  • 加仓 VZ

    +6.5%　US$267.3万

  • 加仓 CVX

    -4.0%　US$243.9万

  • 减仓 PGR

    -3.9%　-US$396.5万

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
1AAPLApple INC股票-科技6.67%-0.34%-3.11%
2GOOGAlphabet Inc-cl C股票-通信服务5.30%-0.10%+2.07%
3PGRProgressive CORP股票-金融4.11%-0.57%-3.92%
4WMTWalmart INC股票-非周期性消费3.97%—-11.01%
5MSFTMicrosoft CORP股票-科技3.86%-0.64%+6.75%
6JNJJohnson & Johnson股票-医疗保健3.20%+0.57%-2.00%
7KOCoca-cola Co/the股票-非周期性消费3.18%+0.36%-1.60%
8LLYEli Lilly & Co股票-医疗保健2.84%-0.57%-7.27%
9XOMExxon Mobil CORP股票-能源2.74%+0.83%-3.30%
10CMICummins INC股票-工业2.34%—-6.21%
11MCDMcdonald's CORP股票-周期性消费2.32%—-3.71%
12VZVerizon Communications INC股票-通信服务2.27%+0.62%+6.54%
13CBChubb Limited股票-金融2.20%—-4.58%
14ADPAutomatic Data Processing股票-科技2.18%-0.76%-10.49%
15CVXChevron CORP股票-能源2.13%+0.58%-4.03%
16HDHome Depot INC股票-周期性消费1.93%-0.12%-6.21%
17ABBVAbbvie INC股票-医疗保健1.90%-0.06%-3.08%
18QCOMQualcomm INC股票-科技1.79%-0.46%+0.51%
19TFCTruist Financial CORP股票-金融1.72%-0.07%-2.31%
20JPMJpmorgan Chase & Co股票-金融1.54%-0.05%+0.84%
21NVDANvidia CORP股票-科技1.53%-0.02%+0.88%
22INTCIntel CORP股票-科技1.51%+0.25%-4.59%
23CFRCullen/frost Bankers INC股票-金融1.43%—-3.80%
24COSTCostco Wholesale CORP股票-非周期性消费1.09%—-9.13%
25AMGNAmgen INC股票-医疗保健1.05%—-6.54%
26COPConocophillips股票-能源1.03%+0.32%-2.26%
27GPCGenuine Parts Co股票-周期性消费1.02%-0.22%-9.37%
28UPSUnited Parcel Service-cl B股票-工业0.97%—+0.73%
29MRKMerck & Co. INC.股票-医疗保健0.90%+0.10%-5.89%
30GILDGilead Sciences INC股票-医疗保健0.90%+0.12%-2.80%
31SYYSysco CORP股票-非周期性消费0.80%-0.02%-4.01%
32AMZNAmazon.com INC股票-周期性消费0.76%+0.14%+29.91%
33CPRTCopart INC股票-工业0.76%—+11.02%
34CSXCsx CORP股票-工业0.71%+0.11%-0.96%
35VRTVertiv Holdings Co-a股票-工业0.71%-0.39%-60.71%
36EMREmerson Electric Co股票-工业0.68%—-2.63%
37DUKDuke Energy CORP股票-公用事业0.67%—-2.09%
38WMWaste Management INC股票-工业0.67%—-3.37%
39IDCCInterdigital INC股票-科技0.66%-0.06%-7.07%
40SONSonoco Products Co股票-周期性消费0.66%+0.14%-2.65%
41WYWeyerhaeuser Co股票-房地产0.66%—+1.11%
42TROWT Rowe Price Group INC股票-金融0.63%-0.07%-3.02%
43CTASCintas CORP股票-工业0.63%-0.15%-14.55%
44ZBRAZebra Technologies Corp-cl A股票-科技0.61%-0.10%-5.61%
45PKGPackaging CORP Of America股票-周期性消费0.57%—-5.77%
46NEENextera Energy INC股票-公用事业0.57%+0.10%-0.37%
47AFLAflac INC股票-金融0.53%—-6.55%
48TXNTexas Instruments INC股票-科技0.52%+0.09%+2.06%
49BLKBlackrock INC股票-金融0.50%+0.17%+58.46%
50ENVAEnova International INC股票-金融0.48%-0.11%-10.86%
1–50 of 189

本季持股变动

Rowlandmiller & Partners.adv 在 2026-03-31 最显著的持仓异动： 清仓: Bank Of Montreal (BMO); 减仓: Exxon Mobil CORP (XOM) — 股数 -3.30%; 减仓: Automatic Data Processing (ADP) — 股数 -10.49%; 加仓: Microsoft CORP (MSFT) — 股数 +6.75%; 加仓: Verizon Communications INC (VZ) — 股数 +6.54%.

Rowlandmiller & Partners.adv 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
1XOMExxon Mobil CORP+0.8%-3.30%减仓
2VZVerizon Communications INC+0.6%+6.54%加仓
3CVXChevron CORP+0.6%-4.03%减仓
4JNJJohnson & Johnson+0.6%-2.00%减仓
5KOCoca-cola Co/the+0.4%-1.60%减仓
6COPConocophillips+0.3%-2.26%减仓
7NFLXNetflix INC+0.3%+163.33%加仓
8INTCIntel CORP+0.3%-4.59%减仓
9BLKBlackrock INC+0.2%+58.46%加仓
10PSXPhillips 66+0.2%-1.61%减仓
11SONSonoco Products Co+0.1%-2.65%减仓
12AMZNAmazon.com INC+0.1%+29.91%加仓
13IBMIntl Business Machines CORP+0.1%+115.13%加仓
14GILDGilead Sciences INC+0.1%-2.80%减仓
15DVNDevon Energy CORP+0.1%—不变
16CSXCsx CORP+0.1%-0.96%减仓
17NEENextera Energy INC+0.1%-0.37%减仓
18MRKMerck & Co. INC.+0.1%-5.89%减仓
19TXNTexas Instruments INC+0.1%+2.06%加仓
20NVDANvidia CORP0%+0.88%加仓
21SYYSysco CORP0%-4.01%减仓
22JPMJpmorgan Chase & Co-0.1%+0.84%加仓
23MDTMedtronic plc-0.1%-7.16%减仓
24ABBVAbbvie INC-0.1%-3.08%减仓
25IDCCInterdigital INC-0.1%-7.07%减仓
26LULULululemon Athletica INC-0.1%-14.76%减仓
27TFCTruist Financial CORP-0.1%-2.31%减仓
28TROWT Rowe Price Group INC-0.1%-3.02%减仓
29SWKSSkyworks Solutions INC-0.1%-8.40%减仓
30GOOGAlphabet Inc-cl C-0.1%+2.07%加仓
31ZBRAZebra Technologies Corp-cl A-0.1%-5.61%减仓
32ENVAEnova International INC-0.1%-10.86%减仓
33COFCapital One Financial CORP-0.1%-7.67%减仓
34HDHome Depot INC-0.1%-6.21%减仓
35WERNWerner Enterprises INC-0.1%-27.25%减仓
36ORCLOracle CORP-0.1%-52.84%减仓
37DISWalt Disney Co/the-0.1%-28.10%减仓
38ISRGIntuitive Surgical INC-0.1%-13.15%减仓
39SMCISuper Micro Computer INC-0.1%-8.62%减仓
40CTASCintas CORP-0.2%-14.55%减仓
41GPCGenuine Parts Co-0.2%-9.37%减仓
42PAYXPaychex INC-0.2%-27.50%减仓
43AAPLApple INC-0.3%-3.11%减仓
44VRTVertiv Holdings Co-a-0.4%-60.71%减仓
45QCOMQualcomm INC-0.5%+0.51%加仓
46PGRProgressive CORP-0.6%-3.92%减仓
47LLYEli Lilly & Co-0.6%-7.27%减仓
48MSFTMicrosoft CORP-0.6%+6.75%加仓
49ADPAutomatic Data Processing-0.8%-10.49%减仓
50BMOBank Of Montreal—EXIT清仓

FAQ

Rowlandmiller & Partners.adv 是什么机构？属于哪种投资人类型？
Rowlandmiller & Partners.adv 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$4.9亿，分布在 189 个已申报仓位之中。
Rowlandmiller & Partners.adv 目前前几大持股有哪些？
根据最新 13F 申报，Rowlandmiller & Partners.adv 按市值排列的前几大持股为： 1. Apple INC (AAPL) — US$3288.1万 (6.7%) 2. Alphabet Inc-cl C (GOOG) — US$2612.4万 (5.3%) 3. Progressive CORP (PGR) — US$2027.7万 (4.1%) 4. Walmart INC (WMT) — US$1957.0万 (4.0%) 5. Microsoft CORP (MSFT) — US$1905.0万 (3.9%)
Rowlandmiller & Partners.adv 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Rowlandmiller & Partners.adv 共进行了 49 项显著调整：新建仓 0 个仓位、加仓 11 个既有持股、减仓 37 个仓位，并完全清仓 1 个持股。 其中幅度最大的异动：清仓: Bank Of Montreal (BMO); 减仓: Exxon Mobil CORP (XOM) — 股数 -3.30%; 减仓: Automatic Data Processing (ADP) — 股数 -10.49%; 加仓: Microsoft CORP (MSFT) — 股数 +6.75%; 加仓: Verizon Communications INC (VZ) — 股数 +6.54%
Rowlandmiller & Partners.adv 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，Rowlandmiller & Partners.adv 的主要板块分布如下： • Information Technology: 22.0% • Financials: 14.9% • Health Care: 13.4% • Industrials: 10.6% • Consumer Staples: 10.4% • Communication Services: 9.0%