RS

Rosenblum Silverman Sutton S F Inc /ca

分散型投资策略趋势追踪型高品质投资策略

申报总市值

US$3.8亿

申报季度: 2026-03-31 · 持股只数: 76

Rosenblum Silverman Sutton S F Inc /ca在最新一期 13F 报告中披露了 76 项持股，申报期为 2026-03-31，总持股市值约为 US$3.8亿，季度换手率为 15.8%。

机构性格雪花图

集中度
15.23
持仓稳定性
15.82
动能／逆势
100
行业集中度
55.27
多样化
100
仓位均衡度
86.15

近期动向

  • 加仓 COST

    -1.3%　US$217.1万

  • 减仓 RDDT

    -0.2%　-US$464.8万

  • 减仓 MSFT

    -0.5%　-US$543.0万

  • 加仓 NFLX

    +0.1%　US$47.9万

  • 减仓 CRM

    -2.3%　-US$338.0万

  • 减仓 ADBE

    -11.4%　-US$258.8万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1NVDANvidia CORP股票-科技11.26%+0.38%-2.13%
2AMZNAmazon.com INC股票-周期性消费5.22%+0.07%-0.73%
3NFLXNetflix INC股票-通信服务4.77%+0.66%+0.15%
4COSTCostco Wholesale CORP股票-非周期性消费4.62%+1.04%-1.32%
5MSFTMicrosoft CORP股票-科技4.54%-0.74%-0.47%
6VVisa Inc-class A Shares股票-金融4.53%-0.15%-0.62%
7GOOGLAlphabet Inc-cl A股票-通信服务4.50%+0.06%-2.29%
8METAMeta Platforms Inc-class A股票-通信服务4.50%-0.10%-0.23%
9SNSharkNinja, Inc.股票-周期性消费3.35%+0.19%-0.93%
10CTASCintas CORP股票-工业3.11%+0.02%-1.07%
11JMBSJanus Henderson Mortg BackedETF-其他2.96%+0.43%+4.79%
12ALNYAlnylam Pharmaceuticals INC股票-医疗保健2.85%-0.20%-0.76%
13GOOGAlphabet Inc-cl C股票-通信服务2.77%-0.04%-4.75%
14VCITVanguard Int-term CorporateETF-投资级公司债2.67%+0.44%+6.88%
15JBNDJpmorgan Active Bond ETFETF-其他2.41%+0.44%+8.86%
16TMOThermo Fisher Scientific INC股票-医疗保健2.40%-0.13%-0.95%
17CRMSalesforce INC股票-科技1.96%-0.55%-2.27%
18PODDInsulet CORP股票-医疗保健1.87%-0.35%+0.58%
19DECKDeckers Outdoor CORP股票-周期性消费1.82%+0.13%-0.98%
20JPMJpmorgan Chase & Co股票-金融1.80%+0.05%-0.36%
21RDDTReddit Inc-cl A股票-通信服务1.71%-0.88%-0.17%
22FLOTIshares Floating Rate Bond EETF-其他1.67%+0.23%+2.52%
23SNPSSynopsys INC股票-科技1.49%-0.07%+0.47%
24HDHome Depot INC股票-周期性消费1.27%+0.06%-2.57%
25XYLXylem INC股票-工业1.26%—+0.44%
26ZZillow Group INC - C股票-通信服务1.17%-0.45%+5.46%
27BXBlackstone INC股票-金融1.10%-0.20%+0.43%
28ADBEAdobe INC股票-科技1.08%-0.48%-11.35%
29TSLATesla INC股票-周期性消费1.02%-0.10%-2.59%
30DGROIshares Core Dividend GrowthETF-其他0.85%+0.12%+2.67%
31SAIASaia INC股票-工业0.83%—-4.52%
32IWBIshares Russell 1000 ETFETF-其他0.82%+0.14%+11.83%
33NOWServicenow INC股票-科技0.73%-0.22%-0.37%
34OKTAOkta INC股票-科技0.68%+0.02%+0.06%
35BACBank Of America CORP股票-金融0.59%—-0.56%
36PGFInvesco Financial PreferredETF-其他0.58%—+4.03%
37IQVIqvia Holdings INC股票-医疗保健0.56%-0.04%+8.63%
38MDYState Street Spdr S&p MidcapETF-其他0.54%—-0.80%
39AAPLApple INC股票-科技0.51%-0.05%-13.44%
40DTDynatrace INC股票-科技0.48%-0.13%-17.48%
41CWBSs Spdr Bb Conv Sec ETFETF-其他0.47%—-0.51%
42XYZBlock INC股票-金融0.45%+0.33%+248.22%
43WKWorkiva INC股票-科技0.43%-0.11%+0.11%
44TJXTjx Companies INC股票-周期性消费0.42%—+1.42%
45AMTAmerican Tower CORP股票-房地产0.38%+0.01%-8.27%
46SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长0.36%—-1.13%
47IJTIshares S&p Small-cap 600 GrETF-其他0.31%——
48VCSHVanguard S/t CORP Bond ETFETF-投资级公司债0.30%+0.15%+80.65%
49VBVanguard Small-cap ETFETF-其他0.28%—+1.74%
50VOTVanguard Mid-cap Growth ETFETF-其他0.27%+0.07%+25.58%
1–50 of 76

本季持股变动

Rosenblum Silverman Sutton S F Inc /ca 在 2026-03-31 最显著的持仓异动： 清仓: Nike INC -cl B (NKE); 清仓: Shopify INC - Class A (SHOP); 清仓: Ishares Russell Mid-cap Grow (IWP); 清仓: Agnc Investment CORP (AGNC); 减仓: Costco Wholesale CORP (COST) — 股数 -1.32%.

Rosenblum Silverman Sutton S F Inc /ca 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1COSTCostco Wholesale CORP+1%-1.32%减仓
2NFLXNetflix INC+0.7%+0.15%加仓
3JBNDJpmorgan Active Bond ETF+0.4%+8.86%加仓
4VCITVanguard Int-term Corporate+0.4%+6.88%加仓
5JMBSJanus Henderson Mortg Backed+0.4%+4.79%加仓
6NVDANvidia CORP+0.4%-2.13%减仓
7XYZBlock INC+0.3%+248.22%加仓
8FLOTIshares Floating Rate Bond E+0.2%+2.52%加仓
9SNSharkNinja, Inc.+0.2%-0.93%减仓
10VCSHVanguard S/t CORP Bond ETF+0.2%+80.65%加仓
11IWBIshares Russell 1000 ETF+0.1%+11.83%加仓
12DECKDeckers Outdoor CORP+0.1%-0.98%减仓
13DGROIshares Core Dividend Growth+0.1%+2.67%加仓
14AMZNAmazon.com INC+0.1%-0.73%减仓
15VOTVanguard Mid-cap Growth ETF+0.1%+25.58%加仓
16GOOGLAlphabet Inc-cl A+0.1%-2.29%减仓
17HDHome Depot INC+0.1%-2.57%减仓
18JPMJpmorgan Chase & Co+0.1%-0.36%减仓
19CVXChevron CORP0%+0.09%加仓
20CTASCintas CORP0%-1.07%减仓
21OKTAOkta INC0%+0.06%加仓
22AMTAmerican Tower CORP0%-8.27%减仓
23XYLXylem INC—+0.44%加仓
24BACBank Of America CORP—-0.56%减仓
25SGISomnigroup International INC0%+1.76%加仓
26GOOGAlphabet Inc-cl C0%-4.75%减仓
27IQVIqvia Holdings INC0%+8.63%加仓
28AAPLApple INC-0.1%-13.44%减仓
29SNPSSynopsys INC-0.1%+0.47%加仓
30METAMeta Platforms Inc-class A-0.1%-0.23%减仓
31TSLATesla INC-0.1%-2.59%减仓
32WKWorkiva INC-0.1%+0.11%加仓
33TMOThermo Fisher Scientific INC-0.1%-0.95%减仓
34DTDynatrace INC-0.1%-17.48%减仓
35VVisa Inc-class A Shares-0.2%-0.62%减仓
36ZTSZoetis INC-0.2%-64.55%减仓
37ALNYAlnylam Pharmaceuticals INC-0.2%-0.76%减仓
38BXBlackstone INC-0.2%+0.43%加仓
39NOWServicenow INC-0.2%-0.37%减仓
40PODDInsulet CORP-0.4%+0.58%加仓
41BRBRBellring Brands INC-0.4%-50.83%减仓
42ZZillow Group INC - C-0.5%+5.46%加仓
43ADBEAdobe INC-0.5%-11.35%减仓
44CRMSalesforce INC-0.6%-2.27%减仓
45MSFTMicrosoft CORP-0.7%-0.47%减仓
46RDDTReddit Inc-cl A-0.9%-0.17%减仓
47NKENike INC -cl B—EXIT清仓
48SHOPShopify INC - Class A—EXIT清仓
49IWPIshares Russell Mid-cap Grow—EXIT清仓
50AGNCAgnc Investment CORP—EXIT清仓

FAQ

Rosenblum Silverman Sutton S F Inc /ca 是什么机构？属于哪种投资人类型？
Rosenblum Silverman Sutton S F Inc /ca 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$3.8亿，分布在 76 个已申报仓位之中。
Rosenblum Silverman Sutton S F Inc /ca 目前前几大持股有哪些？
根据最新 13F 申报，Rosenblum Silverman Sutton S F Inc /ca 按市值排列的前几大持股为： 1. Nvidia CORP (NVDA) — US$4305.4万 (11.3%) 2. Amazon.com INC (AMZN) — US$1994.2万 (5.2%) 3. Netflix INC (NFLX) — US$1825.0万 (4.8%) 4. Costco Wholesale CORP (COST) — US$1766.1万 (4.6%) 5. Microsoft CORP (MSFT) — US$1736.8万 (4.5%)
Rosenblum Silverman Sutton S F Inc /ca 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Rosenblum Silverman Sutton S F Inc /ca 共进行了 50 项显著调整：新建仓 0 个仓位、加仓 20 个既有持股、减仓 26 个仓位，并完全清仓 4 个持股。 其中幅度最大的异动：清仓: Nike INC -cl B (NKE); 清仓: Shopify INC - Class A (SHOP); 清仓: Ishares Russell Mid-cap Grow (IWP); 清仓: Agnc Investment CORP (AGNC); 减仓: Costco Wholesale CORP (COST) — 股数 -1.32%
Rosenblum Silverman Sutton S F Inc /ca 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Rosenblum Silverman Sutton S F Inc /ca 的主要板块分布如下： • Information Technology: 27.7% • Communication Services: 23.1% • Consumer Discretionary: 15.9% • Financials: 10.8% • Health Care: 9.7% • Industrials: 6.4%