HighRoad Wealth Advisors, LLC
CIK 2079807 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $118.6M
- 持仓
- 38
- 截至
- 2026年6月30日
按 13F 价值排名第 8050（共 9443） · 前 85.2%
投资组合价值同比（季度）：+15.8% 13F不披露现金
- 前十大持仓权重
- 86.87%
- 前二十五大持仓权重
- 97.18%
- 持仓高于 1%
- 12
- 有效持仓数量
- 7.3
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 0.68% 估计买入 $10531483 · 卖出 $753862
- 新仓位
- 3
- 增加
- 11
- 减少
- 9
- 已结清
- 2
本页内容
行业细分
Technology
2.1%
Industrials
2.0%
Consumer Discretionary
1.6%
Healthcare
1.1%
Retail
1.1%
Financials
0.5%
Materials
0.2%
Communications
0.2%
Real Estate
0.0%
其他/未映射
91.1%
完整投资组合 38 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| VOO | $35457114 | 29.89% | 51626 | $4791531 | 上涨 ×1 | ||
| BIL | $12535173 | 10.57% | 136787 | $1784217 | 上涨 ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $12224593 | 10.31% | 16600 | $2770153 | 上涨 ×1 | ||
| VEA | $10325925 | 8.71% | 144925 | $1257083 | 上涨 ×1 | ||
| IVV | $9323906 | 7.86% | 12450 | $1058700 | 下跌 ×2 | ||
| VB | $8313331 | 7.01% | 27426 | $1164155 | 上涨 ×1 | ||
| VO | $8266186 | 6.97% | 102596 | $936315 | 上涨 ×1 | ||
| VWO | $3707631 | 3.13% | 62115 | $445421 | 上涨 ×1 | ||
| EFA | $1589452 | 1.34% | 15301 | $85286 | 下跌 ×2 | ||
| LLY Eli Lilly and Company Common Stock | $1293078 | 1.09% | 1078 | $301495 | |||
| PATK Patrick Industries, Inc. - Common Stock | $1283854 | 1.08% | 14300 | $-304447 | |||
| AAPL Apple Inc. - Common Stock | $1191269 | 1.00% | 4117 | $142085 | 下跌 ×2 | ||
| CMI Cummins Inc. Common Stock | $1176797 | 0.99% | 1650 | $289064 | |||
| CAT Caterpillar, Inc. Common Stock | $995682 | 0.84% | 935 | $333272 | |||
| VIG | $984043 | 0.83% | 4159 | $75821 | 下跌 ×2 | ||
| VGT | $975428 | 0.82% | 8161 | $263648 | 上涨 ×1 | ||
| SPY SPY | $839004 | 0.71% | 1124 | $116239 | 上涨 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $736559 | 0.62% | 1975 | $-46196 | 下跌 ×1 | ||
| EWX | $650171 | 0.55% | 8750 | $71621 | |||
| TSLA Tesla, Inc. - Common Stock | $644605 | 0.54% | 1533 | $74867 | |||
| IJR | $596520 | 0.50% | 4022 | $85039 | 下跌 ×2 | ||
| EEM | $576311 | 0.49% | 8424 | $93348 | 下跌 ×2 | ||
| TJX TJX Companies, Inc. (The) Common Stock | $568125 | 0.48% | 3750 | $-30750 | |||
| IJH | $521114 | 0.44% | 6758 | $55911 | 下跌 ×2 | ||
| VTI | $486390 | 0.41% | 1314 | $76043 | 上涨 ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $477690 | 0.40% | 2004 | $60268 | |||
| JPM JP Morgan Chase & Co. Common Stock | $362141 | 0.31% | 1106 | $36697 | |||
| VUG | $303892 | 0.26% | 3528 | $40411 | 上涨 ×1 | ||
| IBM International Business Machines Corporation Common Stock | $295271 | 0.25% | 1050 | $40761 | |||
| WMT Walmart Inc. - Common Stock | $287907 | 0.24% | 2542 | $-28013 | |||
| SHW Sherwin-Williams Company (The) Common Stock | $258240 | 0.22% | 750 | $17827 | |||
| LMT Lockheed Martin Corporation Common Stock | $254730 | 0.21% | 500 | $-47465 | |||
| OEF | $222021 | 0.19% | 607 | ||||
| CSCO Cisco Systems, Inc. - Common Stock | $221999 | 0.19% | 1890 | 上涨 ×1 | |||
| CB Chubb Limited Common Stock | $220459 | 0.19% | 647 | $9582 | |||
| NVDA NVIDIA Corporation - Common Stock | $211577 | 0.18% | 1057 | $-4587 | 下跌 ×1 | ||
| IWB | $205448 | 0.17% | 502 | 上涨 ×1 | |||
| SVC Service Properties Trust - Shares of Beneficial Interest | $26195 | 0.02% | 15500 | $5192 | |||
| 无匹配项 | |||||||
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| OEF | $222021 | 607 | 0.19% |
| CSCO | $221999 | 1890 | 0.19% |
| IWB | $205448 | 502 | 0.17% |
季度涨幅榜
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。