RA

Rhumbline Advisers

分散型投资策略长期持有型

申报总市值

US$1169.0亿

申报季度: 2026-03-31 · 持股只数: 4151

RHUMBLINE ADVISERS在最新一期 13F 报告中披露了 4151 项持股，申报期为 2026-03-31，总持股市值约为 US$1169.0亿，季度换手率为 15.6%。

机构性格雪花图

集中度
5.41
持仓稳定性
15.59
动能／逆势
59.32
行业集中度
47.53
多样化
100
仓位均衡度
25.76

近期动向

  • 减仓 MSFT

    -2.5%　-US$16.4亿

  • 减仓 IWV

    -99.7%　-US$6.1亿

  • 加仓 XOM

    -2.4%　US$3.2亿

  • 减仓 META

    -3.5%　-US$4.3亿

  • 减仓 TSLA

    -1.1%　-US$4.0亿

  • 减仓 AAPL

    -2.7%　-US$6.6亿

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6.27%-0.12%-0.96%
2AAPLApple INC股票-科技5.61%-0.22%-2.69%
3MSFTMicrosoft CORP股票-科技4.12%-1.09%-2.49%
4AMZNAmazon.com INC股票-周期性消费2.96%-0.17%-1.19%
5GOOGLAlphabet Inc-cl A股票-通信服务2.49%-0.13%-2.04%
6AVGOBroadcom INC股票-科技2.17%-0.11%+0.63%
7GOOGAlphabet Inc-cl C股票-通信服务2.00%-0.10%-1.49%
8METAMeta Platforms Inc-class A股票-通信服务1.88%-0.24%-3.52%
9TSLATesla INC股票-周期性消费1.54%-0.24%-1.10%
10BRK-BBerkshire Hathaway Inc-cl B股票-其他1.17%-0.01%-1.63%
11JPMJpmorgan Chase & Co股票-金融1.16%-0.07%-2.03%
12LLYEli Lilly & Co股票-医疗保健1.07%-0.14%-2.22%
13XOMExxon Mobil CORP股票-能源1.01%+0.32%-2.41%
14VVisa Inc-class A Shares股票-金融0.82%-0.09%-1.46%
15JNJJohnson & Johnson股票-医疗保健0.80%+0.14%-3.65%
16WMTWalmart INC股票-非周期性消费0.79%+0.11%-1.32%
17COSTCostco Wholesale CORP股票-非周期性消费0.70%+0.12%-1.78%
18MAMastercard INC - A股票-金融0.65%-0.06%-1.48%
19NFLXNetflix INC股票-通信服务0.61%—-1.69%
20MUMicron Technology INC股票-科技0.55%+0.10%-2.39%
21CVXChevron CORP股票-能源0.55%+0.15%-3.48%
22ABBVAbbvie INC股票-医疗保健0.54%—-2.20%
23HDHome Depot INC股票-周期性消费0.51%—-1.89%
24BACBank Of America CORP股票-金融0.49%-0.04%-2.01%
25PLTRPalantir Technologies Inc-a股票-科技0.49%-0.07%-1.33%
26CATCaterpillar INC股票-工业0.48%+0.10%-2.18%
27AMDAdvanced Micro Devices股票-科技0.48%—-1.11%
28CSCOCisco Systems INC股票-科技0.48%—-1.62%
29KOCoca-cola Co/the股票-非周期性消费0.45%—-2.82%
30PGProcter & Gamble Co/the股票-非周期性消费0.45%—-2.98%
31LRCXLam Research CORP股票-科技0.42%+0.09%-2.58%
32GEGeneral Electric股票-工业0.41%—-1.79%
33AMATApplied Materials INC股票-科技0.41%+0.11%-2.61%
34MRKMerck & Co. INC.股票-医疗保健0.39%—-4.50%
35ORCLOracle CORP股票-科技0.39%-0.10%-1.24%
36WFCWells Fargo & Co股票-金融0.36%-0.05%-2.64%
37GSGoldman Sachs Group INC股票-金融0.36%—-2.03%
38RTXRtx CORP股票-工业0.36%—+1.27%
39GEVGE Vernova INC股票-工业0.35%+0.10%-1.56%
40UNHUnitedhealth Group INC股票-医疗保健0.34%-0.06%-3.24%
41LINLinde plc股票-原材料0.34%—-1.43%
42MCDMcdonald's CORP股票-周期性消费0.33%—-2.54%
43PEPPepsico INC股票-非周期性消费0.33%—-2.61%
44VZVerizon Communications INC股票-通信服务0.33%+0.07%-2.25%
45IBMIntl Business Machines CORP股票-科技0.32%-0.06%-1.41%
46PMPhilip Morris International股票-非周期性消费0.32%—-1.97%
47KLACKla CORP股票-科技0.32%—-1.81%
48MSMorgan Stanley股票-金融0.30%—-1.63%
49TAt&t INC股票-通信服务0.30%—-2.86%
50TJXTjx Companies INC股票-周期性消费0.29%—-2.78%
1–50 of 4,151

本季持股变动

Rhumbline Advisers 在 2026-03-31 最显著的持仓异动： 减仓: Microsoft CORP (MSFT) — 股数 -2.49%; 减仓: Ishares Russell 3000 ETF (IWV) — 股数 -99.73%; 减仓: Exxon Mobil CORP (XOM) — 股数 -2.41%; 减仓: Meta Platforms Inc-class A (META) — 股数 -3.52%; 减仓: Tesla INC (TSLA) — 股数 -1.10%.

Rhumbline Advisers 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
1XOMExxon Mobil CORP+0.3%-2.41%减仓
2CVXChevron CORP+0.2%-3.48%减仓
3JNJJohnson & Johnson+0.1%-3.65%减仓
4MRSHMarsh & Mclennan Cos+0.1%+64061.74%加仓
5COSTCostco Wholesale CORP+0.1%-1.78%减仓
6AMATApplied Materials INC+0.1%-2.61%减仓
7WMTWalmart INC+0.1%-1.32%减仓
8GEVGE Vernova INC+0.1%-1.56%减仓
9CATCaterpillar INC+0.1%-2.18%减仓
10MUMicron Technology INC+0.1%-2.39%减仓
11VRTVertiv Holdings Co-a+0.1%+50.01%加仓
12LRCXLam Research CORP+0.1%-2.58%减仓
13SNDKSandisk CORP+0.1%-1.38%减仓
14COPConocophillips+0.1%-6.40%减仓
15VZVerizon Communications INC+0.1%-2.25%减仓
16BRK-BBerkshire Hathaway Inc-cl B0%-1.63%减仓
17BACBank Of America CORP0%-2.01%减仓
18AXPAmerican Express Co0%-1.25%减仓
19ISRGIntuitive Surgical INC0%+0.29%加仓
20SPGIS&p Global INC0%-2.77%减仓
21WFCWells Fargo & Co-0.1%-2.64%减仓
22ADBEAdobe INC-0.1%+2.18%加仓
23ABTAbbott Laboratories-0.1%-3.43%减仓
24BKNGBooking Holdings INC-0.1%-1.20%减仓
25COFCapital One Financial CORP-0.1%-2.12%减仓
26MAMastercard INC - A-0.1%-1.48%减仓
27UNHUnitedhealth Group INC-0.1%-3.24%减仓
28IBMIntl Business Machines CORP-0.1%-1.41%减仓
29QCOMQualcomm INC-0.1%-2.25%减仓
30NOWServicenow INC-0.1%+1.16%加仓
31ACNAccenture plc-0.1%-1.03%减仓
32JPMJpmorgan Chase & Co-0.1%-2.03%减仓
33PLTRPalantir Technologies Inc-a-0.1%-1.33%减仓
34BSXBoston Scientific CORP-0.1%-0.85%减仓
35VVisa Inc-class A Shares-0.1%-1.46%减仓
36CRMSalesforce INC-0.1%-3.40%减仓
37INTUIntuit INC-0.1%-1.25%减仓
38APPApplovin Corp-class A-0.1%-0.46%减仓
39GOOGAlphabet Inc-cl C-0.1%-1.49%减仓
40ORCLOracle CORP-0.1%-1.24%减仓
41AVGOBroadcom INC-0.1%+0.63%加仓
42NVDANvidia CORP-0.1%-0.96%减仓
43GOOGLAlphabet Inc-cl A-0.1%-2.04%减仓
44LLYEli Lilly & Co-0.1%-2.22%减仓
45AMZNAmazon.com INC-0.2%-1.19%减仓
46AAPLApple INC-0.2%-2.69%减仓
47METAMeta Platforms Inc-class A-0.2%-3.52%减仓
48TSLATesla INC-0.2%-1.10%减仓
49IWVIshares Russell 3000 ETF-0.5%-99.73%减仓
50MSFTMicrosoft CORP-1.1%-2.49%减仓

FAQ

Rhumbline Advisers 是什么机构？属于哪种投资人类型？
Rhumbline Advisers 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$1169.0亿，分布在 4151 个已申报仓位之中。
Rhumbline Advisers 目前前几大持股有哪些？
根据最新 13F 申报，Rhumbline Advisers 按市值排列的前几大持股为： 1. Nvidia CORP (NVDA) — US$73.3亿 (6.3%) 2. Apple INC (AAPL) — US$65.5亿 (5.6%) 3. Microsoft CORP (MSFT) — US$48.1亿 (4.1%) 4. Amazon.com INC (AMZN) — US$34.5亿 (3.0%) 5. Alphabet Inc-cl A (GOOGL) — US$29.2亿 (2.5%)
Rhumbline Advisers 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Rhumbline Advisers 共进行了 50 项显著调整：新建仓 0 个仓位、加仓 6 个既有持股、减仓 44 个仓位，并完全清仓 0 个持股。 其中幅度最大的异动：减仓: Microsoft CORP (MSFT) — 股数 -2.49%; 减仓: Ishares Russell 3000 ETF (IWV) — 股数 -99.73%; 减仓: Exxon Mobil CORP (XOM) — 股数 -2.41%; 减仓: Meta Platforms Inc-class A (META) — 股数 -3.52%; 减仓: Tesla INC (TSLA) — 股数 -1.10%
Rhumbline Advisers 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，Rhumbline Advisers 的主要板块分布如下： • Information Technology: 31.2% • Financials: 12.6% • Consumer Discretionary: 10.5% • Industrials: 10.2% • Health Care: 9.6% • Communication Services: 9.4%