RW

Rayburn West Financial Services LLC

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$1.7亿

申报季度: 2026-03-31 · 持股只数: 82

Rayburn West Financial Services LLC在最新一期 13F 报告中披露了 82 项持股，申报期为 2026-03-31，总持股市值约为 US$1.7亿，季度换手率为 15.0%。

机构性格雪花图

集中度
12.12
持仓稳定性
15.01
动能／逆势
100
行业集中度
43.67
多样化
100
仓位均衡度
87.74

近期动向

  • 加仓 ORCL

    +266.4%　US$485.1万

  • 加仓 META

    +117.3%　US$224.6万

  • 加仓 LMT

    +4.0%　US$179.7万

  • 减仓 MSFT

    +21.0%　-US$81.6万

  • 加仓 CVX

    +1.6%　US$154.1万

  • 减仓 GOOGL

    +5.3%　-US$46.1万

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
1GOOGLAlphabet Inc-cl A股票-通信服务7.96%-0.73%+5.25%
2MSFTMicrosoft CORP股票-科技6.00%-0.83%+20.96%
3SYYSysco CORP股票-非周期性消费4.78%-0.41%+0.36%
4LMTLockheed Martin CORP股票-工业4.60%+0.87%+3.98%
5ORCLOracle CORP股票-科技4.48%+2.77%+266.37%
6CSCOCisco Systems INC股票-科技4.38%-0.34%-2.77%
7AXPAmerican Express Co股票-金融3.51%-0.58%+10.65%
8CVXChevron CORP股票-能源3.30%+0.77%+1.58%
9METAMeta Platforms Inc-class A股票-通信服务2.82%+1.24%+117.32%
10BACBank Of America CORP股票-金融2.62%-0.50%-0.08%
11IBMIntl Business Machines CORP股票-科技2.42%-0.27%+16.26%
12CCitigroup INC股票-金融2.37%-0.19%+0.13%
13BRK-BBerkshire Hathaway Inc-cl B股票-其他2.34%—+3.34%
14ABBVAbbvie INC股票-医疗保健2.26%-0.24%—
15PNCPnc Financial Services Group股票-金融2.19%——
16DEDeere & Co股票-工业2.14%+0.27%—
17TGTTarget CORP股票-周期性消费2.14%+0.31%-0.43%
18AAPLApple INC股票-科技2.08%-0.27%—
19UPSUnited Parcel Service-cl B股票-工业2.07%-0.08%+2.66%
20PEPPepsico INC股票-非周期性消费1.98%+0.06%+1.07%
21XOMExxon Mobil CORP股票-能源1.92%+0.50%+1.32%
22RTXRtx CORP股票-工业1.87%+0.01%+1.23%
23AMGNAmgen INC股票-医疗保健1.82%+0.01%-0.84%
24BLKBlackrock INC股票-金融1.71%-0.30%—
25LULULululemon Athletica INC股票-周期性消费1.60%-0.60%+4.56%
26MOAltria Group INC股票-非周期性消费1.58%+0.06%-3.84%
27GDGeneral Dynamics CORP股票-工业1.44%—+0.31%
28MCDMcdonald's CORP股票-周期性消费1.19%—-0.84%
29WMTWalmart INC股票-非周期性消费1.17%+0.03%-2.70%
30PGProcter & Gamble Co/the股票-非周期性消费1.05%—-0.26%
31ABTAbbott Laboratories股票-医疗保健1.00%-0.29%—
32WFCWells Fargo & Co股票-金融0.91%-0.22%-0.51%
33AMZNAmazon.com INC股票-周期性消费0.89%—+18.09%
34VZVerizon Communications INC股票-通信服务0.89%+0.10%-3.42%
35PFEPfizer INC股票-医疗保健0.80%+0.06%+2.31%
36KOCoca-cola Co/the股票-非周期性消费0.76%+0.03%+1.04%
37MRKMerck & Co. INC.股票-医疗保健0.75%+0.02%-4.55%
38TAt&t INC股票-通信服务0.73%+0.02%-7.46%
39VVisa Inc-class A Shares股票-金融0.63%-0.13%+0.94%
40HSYHershey Co/the股票-非周期性消费0.57%—-9.22%
41JNJJohnson & Johnson股票-医疗保健0.56%+0.05%-0.33%
42PDIPimco Dynamic Income Fund股票-金融0.55%—+10.04%
43KHCKraft Heinz Co/the股票-非周期性消费0.55%-0.07%+0.36%
44VHTVanguard Health Care ETFETF-其他0.47%—+0.69%
45PNFPPinnacle Financial Partners股票-金融0.45%+0.45%NEW
46IGRCbre Global Real Estate INC股票-其他0.42%—+4.53%
47ACNAccenture plc股票-科技0.41%-0.17%+0.63%
48TTTrane Technologies plc股票-工业0.39%——
49PMPhilip Morris International股票-非周期性消费0.35%——
50LLYEli Lilly & Co股票-医疗保健0.33%-0.09%-1.96%
1–50 of 82

本季持股变动

Rayburn West Financial Services LLC 在 2026-03-31 最显著的持仓异动： 清仓: Pinnacle Financial Partners, Inc. (PNFP); 新建仓: Pinnacle Financial Partners (PNFP); 新建仓: Corning INC (GLW); 清仓: Blackstone INC (BX); 新建仓: Nvidia CORP (NVDA).

Rayburn West Financial Services LLC 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
1ORCLOracle CORP+2.8%+266.37%加仓
2METAMeta Platforms Inc-class A+1.2%+117.32%加仓
3LMTLockheed Martin CORP+0.9%+3.98%加仓
4CVXChevron CORP+0.8%+1.58%加仓
5XOMExxon Mobil CORP+0.5%+1.32%加仓
6TGTTarget CORP+0.3%-0.43%减仓
7DEDeere & Co+0.3%—不变
8VZVerizon Communications INC+0.1%-3.42%减仓
9PEPPepsico INC+0.1%+1.07%加仓
10MOAltria Group INC+0.1%-3.84%减仓
11PFEPfizer INC+0.1%+2.31%加仓
12JNJJohnson & Johnson+0.1%-0.33%减仓
13WMTWalmart INC0%-2.70%减仓
14KOCoca-cola Co/the0%+1.04%加仓
15PHKPimco High Income Fund0%+25.28%加仓
16MRKMerck & Co. INC.0%-4.55%减仓
17TAt&t INC0%-7.46%减仓
18RTXRtx CORP0%+1.23%加仓
19AMGNAmgen INC0%-0.84%减仓
20AMZNAmazon.com INC—+18.09%加仓
21PAYXPaychex INC-0.1%-5.74%减仓
22SMCISuper Micro Computer INC-0.1%+3.32%加仓
23CEGConstellation Energy-0.1%—不变
24INFYInfosys Ltd-sp Adr-0.1%-1.77%减仓
25NKENike INC -cl B-0.1%-7.95%减仓
26KHCKraft Heinz Co/the-0.1%+0.36%加仓
27UPSUnited Parcel Service-cl B-0.1%+2.66%加仓
28LLYEli Lilly & Co-0.1%-1.96%减仓
29VVisa Inc-class A Shares-0.1%+0.94%加仓
30ACNAccenture plc-0.2%+0.63%加仓
31CCitigroup INC-0.2%+0.13%加仓
32WFCWells Fargo & Co-0.2%-0.51%减仓
33ABBVAbbvie INC-0.2%—不变
34AAPLApple INC-0.3%—不变
35IBMIntl Business Machines CORP-0.3%+16.26%加仓
36ABTAbbott Laboratories-0.3%—不变
37BLKBlackrock INC-0.3%—不变
38CSCOCisco Systems INC-0.3%-2.77%减仓
39SYYSysco CORP-0.4%+0.36%加仓
40BACBank Of America CORP-0.5%-0.08%减仓
41AXPAmerican Express Co-0.6%+10.65%加仓
42LULULululemon Athletica INC-0.6%+4.56%加仓
43GOOGLAlphabet Inc-cl A-0.7%+5.25%加仓
44MSFTMicrosoft CORP-0.8%+20.96%加仓
45PNFPPinnacle Financial Partners, Inc.—EXIT清仓
46PNFPPinnacle Financial Partners—NEW新建仓
47GLWCorning INC—NEW新建仓
48BXBlackstone INC—EXIT清仓
49NVDANvidia CORP—NEW新建仓
50ADBEAdobe INC—NEW新建仓

FAQ

Rayburn West Financial Services LLC 是什么机构？属于哪种投资人类型？
Rayburn West Financial Services LLC 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$1.7亿，分布在 82 个已申报仓位之中。
Rayburn West Financial Services LLC 目前前几大持股有哪些？
根据最新 13F 申报，Rayburn West Financial Services LLC 按市值排列的前几大持股为： 1. Alphabet Inc-cl A (GOOGL) — US$1351.8万 (8.0%) 2. Microsoft CORP (MSFT) — US$1018.0万 (6.0%) 3. Sysco CORP (SYY) — US$811.2万 (4.8%) 4. Lockheed Martin CORP (LMT) — US$780.3万 (4.6%) 5. Oracle CORP (ORCL) — US$759.9万 (4.5%)
Rayburn West Financial Services LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Rayburn West Financial Services LLC 共进行了 44 项显著调整：新建仓 4 个仓位、加仓 23 个既有持股、减仓 15 个仓位，并完全清仓 2 个持股。 其中幅度最大的异动：清仓: Pinnacle Financial Partners, Inc. (PNFP); 新建仓: Pinnacle Financial Partners (PNFP); 新建仓: Corning INC (GLW); 清仓: Blackstone INC (BX); 新建仓: Nvidia CORP (NVDA)
Rayburn West Financial Services LLC 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，Rayburn West Financial Services LLC 的主要板块分布如下： • Information Technology: 21.2% • Financials: 18.3% • Industrials: 13.4% • Consumer Staples: 13.4% • Communication Services: 13.1% • Health Care: 7.7%