Roehl & Yi Investment Advisors, LLC 13F 持仓 · 2026年Q2
Roehl & Yi Investment Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 194 只证券，申报市值合计 3.04 亿美元。前几大持仓：MINT（7.30%）、AAPL（5.19%）、VOO（5.16%）。本季前 25 大持仓中：增持 13 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MINT | PIMCO ETF TR | $22.2M | 7.30% | 219,921 | 减持 |
| 2 | AAPL | APPLE INC | $15.8M | 5.19% | 294,999 | 减持 |
| 3 | VOO | VANGUARD INDEX FDS | $15.7M | 5.16% | 614,271 | 增持 |
| 4 | VBIL | VANGUARD INSTL INDEX FD | $12.7M | 4.17% | 167,513 | 减持 |
| 5 | VPLS | VANGUARD MALVERN FDS | $11.0M | 3.62% | 141,904 | 增持 |
| 6 | BRKB | BERKSHIRE HATHAWAY INC DEL | $10.9M | 3.60% | 90,604 | 减持 |
| 7 | IAU | ISHARES GOLD TR | $9.8M | 3.21% | 317,153 | 增持 |
| 8 | GUNR | FLEXSHARES TR | $8.7M | 2.85% | 176,017 | 增持 |
| 9 | WDC | WESTERN DIGITAL CORP | $6.2M | 2.03% | 9,643 | 减持 |
| 10 | IJR | ISHARES TR | $6.0M | 1.99% | 40,687 | 增持 |
| 11 | MSFT | MICROSOFT CORP | $5.5M | 1.82% | 65,373 | 增持 |
| 12 | VTI | VANGUARD INDEX FDS | $5.2M | 1.73% | 44,959 | 减持 |
| 13 | CGGR | CAPITAL GROUP GROWTH ETF | $5.1M | 1.67% | 112,176 | 增持 |
| 14 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $5.0M | 1.63% | 105,495 | 增持 |
| 15 | CGIE | CAPITAL GROUP INTERNATIONAL | $4.9M | 1.60% | 132,491 | 增持 |
| 16 | USMV | ISHARES TR | $4.3M | 1.43% | 44,935 | 减持 |
| 17 | VEA | VANGUARD TAX-MANAGED FDS | $4.3M | 1.40% | 156,405 | 增持 |
| 18 | FNDF | SCHWAB STRATEGIC TR | $4.1M | 1.36% | 83,417 | 增持 |
| 19 | SPY | STATE STR SPDR S&P 500 ETF T | $4.1M | 1.34% | 5,440 | 持平 |
| 20 | KAT | ADVISORS SER TR | $3.9M | 1.28% | 71,856 | 减持 |
| 21 | JNJ | JOHNSON & JOHNSON | $3.8M | 1.26% | 26,711 | 增持 |
| 22 | GOOG | ALPHABET INC | $3.7M | 1.22% | 10,458 | 减持 |
| 23 | SNDK | SANDISK CORP | $3.5M | 1.17% | 1,560 | 减持 |
| 24 | XOM | EXXON MOBIL CORP | $3.4M | 1.13% | 25,144 | 减持 |
| 25 | COST | COSTCO WHOLESALE CORPORATION | $3.3M | 1.08% | 166,829 | 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