Rochester Wealth Strategies, LLC 13F 持仓 · 2026年Q2
Rochester Wealth Strategies 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 27 只证券，申报市值合计 1.81 亿美元。前几大持仓：VTV（14.19%）、VUG（13.47%）、VEA（10.34%）。本季前 25 大持仓中：新建仓 3 只、增持 7 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | $25.6M | 14.19% | 117,621 | 减持 |
| 2 | VUG | VANGUARD INDEX FDS | $24.3M | 13.47% | 282,436 | 增持 |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $18.7M | 10.34% | 262,284 | 增持 |
| 4 | VWO | VANGUARD INTL EQUITY INDEX F | $16.9M | 9.33% | 282,436 | 减持 |
| 5 | IJH | ISHARES TR | $12.1M | 6.72% | 157,434 | 减持 |
| 6 | SPAB | SPDR SERIES TRUST | $11.2M | 6.17% | 436,917 | 减持 |
| 7 | IJR | ISHARES TR | $10.7M | 5.94% | 72,390 | 减持 |
| 8 | DYNF | BLACKROCK ETF TRUST | $10.0M | 5.52% | 146,619 | 新建仓 |
| 9 | ICSH | ISHARES TR | $7.8M | 4.29% | 153,381 | 减持 |
| 10 | BALT | INNOVATOR ETFS TRUST | $7.5M | 4.16% | 219,349 | 新建仓 |
| 11 | IAU | ISHARES GOLD TR | $7.3M | 4.05% | 96,854 | 增持 |
| 12 | VTEB | VANGUARD MUN BD FDS | $6.8M | 3.78% | 134,969 | 减持 |
| 13 | BLV | VANGUARD BD INDEX FDS | $5.6M | 3.11% | 81,407 | 减持 |
| 14 | LQD | ISHARES TR | $5.6M | 3.08% | 51,060 | 减持 |
| 15 | SGOV | ISHARES TR | $3.0M | 1.67% | 29,902 | 减持 |
| 16 | PZA | INVESCO EXCH TRADED FD TR II | $2.2M | 1.23% | 94,257 | 减持 |
| 17 | CVX | CHEVRON CORPORATION | $1.3M | 0.74% | 8,065 | 增持 |
| 18 | XOM | EXXON MOBIL CORP | $853,543 | 0.47% | 6,243 | 增持 |
| 19 | FBTC | FIDELITY WISE ORIGIN BITCOIN | $644,047 | 0.36% | 12,616 | 增持 |
| 20 | BN | BROOKFIELD CORP | $485,526 | 0.27% | 11,400 | 持平 |
| 21 | IBM | INTERNATIONAL BUSINESS MACHS | $445,999 | 0.25% | 1,586 | 增持 |
| 22 | AAPL | APPLE INC | $350,930 | 0.19% | 1,213 | 减持 |
| 23 | IVV | ISHARES TR | $341,115 | 0.19% | 455 | 持平 |
| 24 | KKR | KKR & CO INC | $276,258 | 0.15% | 3,010 | 持平 |
| 25 | NVDA | NVIDIA CORPORATION | $206,783 | 0.11% | 1,033 | 新建仓 |
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