Roberts Wealth Advisors, LLC 13F 持仓 · 2026年Q2
Roberts Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 111 只证券，申报市值合计 4.40 亿美元。前几大持仓：JPST（7.57%）、JSCP（6.71%）、AAPL（5.94%）。本季前 25 大持仓中：增持 13 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | JPST | J P MORGAN EXCHANGE TRADED F | $33.3M | 7.57% | 658,706 | 增持 |
| 2 | JSCP | J P MORGAN EXCHANGE TRADED F | $29.5M | 6.71% | 626,222 | 增持 |
| 3 | AAPL | APPLE INC | $26.2M | 5.94% | 90,395 | 减持 |
| 4 | GOOG | ALPHABET INC | $23.4M | 5.32% | 66,296 | 减持 |
| 5 | VB | VANGUARD INDEX FDS | $15.5M | 3.52% | 51,091 | 减持 |
| 6 | COHR | COHERENT CORP | $13.9M | 3.15% | 35,172 | 减持 |
| 7 | SCHF | SCHWAB STRATEGIC TR | $13.5M | 3.07% | 488,237 | 增持 |
| 8 | MSFT | MICROSOFT CORP | $13.0M | 2.95% | 34,778 | 增持 |
| 9 | AMZN | AMAZON COM INC | $12.8M | 2.92% | 53,908 | 减持 |
| 10 | VWO | VANGUARD INTL EQUITY INDEX F | $12.5M | 2.84% | 209,105 | 增持 |
| 11 | TT | TRANE TECHNOLOGIES PLC | $10.3M | 2.34% | 21,004 | 减持 |
| 12 | VEA | VANGUARD TAX-MANAGED FDS | $10.1M | 2.29% | 141,776 | 减持 |
| 13 | MRK | MERCK & CO INC | $8.4M | 1.92% | 65,645 | 减持 |
| 14 | JPM | JPMORGAN CHASE & CO | $7.9M | 1.80% | 24,239 | 减持 |
| 15 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $6.9M | 1.58% | 27,776 | 增持 |
| 16 | WSM | WILLIAMS SONOMA INC | $6.9M | 1.56% | 29,530 | 增持 |
| 17 | CSCO | CISCO SYS INC | $6.8M | 1.55% | 58,264 | 减持 |
| 18 | ROK | ROCKWELL AUTOMATION INC | $6.8M | 1.55% | 13,788 | 增持 |
| 19 | NEE | NEXTERA ENERGY INC | $6.7M | 1.53% | 76,850 | 增持 |
| 20 | SE | SEA LTD | $6.1M | 1.39% | 63,887 | 增持 |
| 21 | V | VISA INC | $5.5M | 1.26% | 16,175 | 增持 |
| 22 | DIS | DISNEY WALT CO | $5.5M | 1.25% | 57,140 | 增持 |
| 23 | LIN | LINDE PLC | $5.3M | 1.19% | 10,125 | 减持 |
| 24 | COST | COSTCO WHOLESALE CORPORATION | $4.9M | 1.11% | 5,205 | 减持 |
| 25 | TMO | THERMO FISHER SCIENTIFIC INC | $4.9M | 1.11% | 9,739 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR