Roth Financial Partners LLC 13F 持仓 · 2026年Q3
Roth Financial Partners 在 2026年Q3（报告期截至 2026-09-30）的 SEC 13F 申报中报告了 37 只证券，申报市值合计 3.35 亿美元。前几大持仓：IVV（23.43%）、IEFA（22.08%）、SPY（11.20%）。本季前 25 大持仓中：新建仓 1 只、增持 3 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $78.4M | 23.43% | 102,393 | 减持 |
| 2 | IEFA | ISHARES TR | $73.9M | 22.08% | 762,710 | 减持 |
| 3 | SPY | SPDR S&P 500 ETF TR | $37.5M | 11.20% | 49,164 | 减持 |
| 4 | IJR | ISHARES TR | $26.4M | 7.88% | 193,847 | 减持 |
| 5 | RSP | INVESCO EXCHANGE TRADED FD T | $23.0M | 6.88% | 110,735 | 减持 |
| 6 | VGIT | VANGUARD SCOTTSDALE FDS | $20.9M | 6.23% | 368,053 | 增持 |
| 7 | VOO | VANGUARD INDEX FDS | $16.0M | 4.77% | 22,785 | 减持 |
| 8 | IEMG | ISHARES INC | $11.3M | 3.37% | 139,000 | 减持 |
| 9 | VEA | VANGUARD TAX-MANAGED INTL FD | $10.8M | 3.23% | 152,923 | 减持 |
| 10 | VTEB | VANGUARD MUN BD FDS | $10.1M | 3.03% | 214,080 | 减持 |
| 11 | AAPL | APPLE INC | $3.5M | 1.06% | 10,645 | 持平 |
| 12 | VB | VANGUARD INDEX FDS | $3.2M | 0.94% | 11,075 | 减持 |
| 13 | CVX | CHEVRON CORPORATION | $2.7M | 0.80% | 13,193 | 持平 |
| 14 | ACWI | ISHARES TR | $2.4M | 0.73% | 15,317 | 减持 |
| 15 | NVDA | NVIDIA CORPORATION | $1.8M | 0.55% | 8,000 | 持平 |
| 16 | SUB | ISHARES TR | $1.8M | 0.54% | 17,195 | 减持 |
| 17 | VWO | VANGUARD INTL EQUITY INDEX F | $1.8M | 0.53% | 29,918 | 减持 |
| 18 | AMD | ADVANCED MICRO DEVICES INC | $917,640 | 0.27% | 1,500 | 持平 |
| 19 | VGSH | VANGUARD SCOTTSDALE FDS | $868,005 | 0.26% | 15,080 | 增持 |
| 20 | XOM | EXXONMOBIL HOLDINGS CORP | $867,620 | 0.26% | 5,331 | 新建仓 |
| 21 | GOOG | ALPHABET INC | $681,480 | 0.20% | 2,000 | 持平 |
| 22 | APA | APA CORPORATION | $580,688 | 0.17% | 13,979 | 持平 |
| 23 | MSFT | MICROSOFT CORP | $561,113 | 0.17% | 1,094 | 持平 |
| 24 | VTI | VANGUARD INDEX FDS | $489,132 | 0.15% | 1,307 | 增持 |
| 25 | IBM | INTERNATIONAL BUSINESS MACHS | $478,348 | 0.14% | 2,175 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-09-30
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