ROI Financial Advisors, LLC 13F 持仓 · 2026年Q2
ROI Financial Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 70 只证券，申报市值合计 1.93 亿美元。前几大持仓：TSM（6.29%）、GOOGL（6.05%）、NVDA（6.05%）。本季前 25 大持仓中：增持 11 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $12.2M | 6.29% | 25,460 | 减持 |
| 2 | GOOGL | ALPHABET INC | $11.7M | 6.05% | 32,736 | 减持 |
| 3 | NVDA | NVIDIA CORPORATION | $11.7M | 6.05% | 58,432 | 减持 |
| 4 | AVGO | BROADCOM INC | $11.5M | 5.96% | 30,470 | 减持 |
| 5 | LLY | ELI LILLY & CO | $11.4M | 5.91% | 9,520 | 减持 |
| 6 | AAPL | APPLE INC | $10.8M | 5.59% | 37,352 | 减持 |
| 7 | PANW | PALO ALTO NETWORKS INC | $9.0M | 4.63% | 26,247 | 减持 |
| 8 | COST | COSTCO WHOLESALE CORPORATION | $8.1M | 4.17% | 8,615 | 减持 |
| 9 | AMZN | AMAZON COM INC | $7.7M | 4.00% | 32,446 | 增持 |
| 10 | WMT | WALMART INC | $6.4M | 3.29% | 56,174 | 增持 |
| 11 | GLD | SPDR GOLD TR | $6.1M | 3.15% | 16,533 | 增持 |
| 12 | V | VISA INC | $5.9M | 3.07% | 17,312 | 减持 |
| 13 | MSFT | MICROSOFT CORP | $5.9M | 3.04% | 15,764 | 减持 |
| 14 | INTC | INTEL CORP | $5.3M | 2.73% | 37,718 | 增持 |
| 15 | MA | MASTERCARD INCORPORATED | $5.2M | 2.69% | 10,130 | 减持 |
| 16 | HD | HOME DEPOT INC | $4.5M | 2.35% | 12,901 | 减持 |
| 17 | SLV | ISHARES SILVER TR | $4.3M | 2.21% | 79,704 | 增持 |
| 18 | JPM | JPMORGAN CHASE & CO | $3.6M | 1.87% | 11,059 | 增持 |
| 19 | FDL | FIRST TR EXCHANGE-TRADED FD | $3.5M | 1.83% | 72,824 | 增持 |
| 20 | IBM | INTERNATIONAL BUSINESS MACHS | $3.4M | 1.78% | 12,209 | 减持 |
| 21 | BRKB | BERKSHIRE HATHAWAY INC DEL | $2.6M | 1.36% | 5,243 | 减持 |
| 22 | CAT | CATERPILLAR INC | $2.5M | 1.32% | 2,392 | 增持 |
| 23 | PUI | INVESCO EXCHANGE TRADED FD T | $2.3M | 1.20% | 48,939 | 增持 |
| 24 | FPE | FIRST TR EXCH TRADED FD III | $2.2M | 1.15% | 124,582 | 增持 |
| 25 | COKE | COCA COLA CONS INC | $2.2M | 1.14% | 11,511 | 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