WR

Wd Rutherford LLC

分散型投資策略趨勢追蹤型高品質投資策略

申報總市值

US$2.3億

申報季度: 2026-03-31 · 持股檔數: 71

WD RUTHERFORD LLC在最新一期 13F 報告中揭露了 71 項持股，申報期為 2026-03-31，總持股市值約為 US$2.3億，季度換手率為 31.4%。

瀏覽其他1 億至 10 億美元機構瀏覽其他以「W」開頭的機構

機構性格雪花圖

集中度
10.01
持倉穩定性
31.36
動能／逆勢
100
產業集中度
70.16
多樣化
100
倉位均衡度
91.13

近期動向

  • 減碼 TMUS

    -53.7%　-US$211.0萬

  • 減碼 MSFT

    -5.6%　-US$222.1萬

  • 加碼 TSM

    +54.5%　US$158.0萬

  • 加碼 VRT

    +0.9%　US$137.1萬

  • 加碼 GEV

    -4.7%　US$107.0萬

  • 加碼 CVX

    -7.0%　US$103.5萬

持倉地圖

新建倉加碼不變減碼

前十大持股佔比

本季完整持股清單

#代號標的名稱資產子類別佔比佔比變動持倉量變化4Q Trend
1NVDANvidia CORP股票-科技8.56%-0.17%-1.39%
2GOOGLAlphabet Inc-cl A股票-通訊服務3.82%-0.14%-1.22%
3AAPLApple INC股票-科技3.26%-0.08%-1.84%
4ANETArista Networks INC股票-科技2.73%-0.27%-8.61%
5JPMJpmorgan Chase & Co股票-金融2.67%-0.25%-5.93%
6AMZNAmazon.com INC股票-循環性消費2.64%-0.23%-3.90%
7MSFTMicrosoft CORP股票-科技2.57%-0.77%-5.64%
8CRWDCrowdstrike Holdings INC - A股票-科技2.53%-0.28%+1.87%
9COSTCostco Wholesale CORP股票-非循環性消費2.53%+0.40%-3.34%
10AMDAdvanced Micro Devices股票-科技2.47%—-1.24%
11GEGeneral Electric股票-工業2.39%-0.24%-7.51%
12CASYCasey's General Stores INC股票-循環性消費2.36%+0.50%-9.52%
13HONHoneywell International INC股票-工業2.26%+0.46%+1.88%
14GEVGE Vernova INC股票-工業2.22%+0.58%-4.71%
15CVXChevron CORP股票-能源2.22%+0.57%-7.04%
16METAMeta Platforms, Inc.股票-通訊服務2.19%+2.19%NEW
17CMICummins INC股票-工業2.17%—-7.47%
18TJXTjx Companies INC股票-循環性消費2.12%—+2.47%
19NFLXNetflix INC股票-通訊服務2.04%—+4.80%
20GSGoldman Sachs Group INC股票-金融2.03%—+6.68%
21VVisa Inc-class A Shares股票-金融2.01%-0.24%-2.72%
22MAMastercard INC - A股票-金融1.92%-0.16%-1.11%
23PANWPalo Alto Networks INC股票-科技1.88%-0.16%-0.53%
24HDHome Depot INC股票-循環性消費1.84%—+0.02%
25MCKMckesson CORP股票-醫療保健1.84%—-13.28%
26VRTVertiv Holdings Co-a股票-工業1.69%+0.67%+0.92%
27WMTWalmart INC股票-非循環性消費1.69%+0.40%+9.90%
28TSMTaiwan Semiconductor-sp Adr股票-科技1.68%+0.76%+54.50%
29CATCaterpillar INC股票-工業1.65%—-11.48%
30ISRGIntuitive Surgical INC股票-醫療保健1.62%-0.29%-1.91%
31SYKStryker CORP股票-醫療保健1.58%—+1.22%
32SNOWSnowflake INC股票-科技1.45%-0.26%+16.51%
33HOODRobinhood Markets INC - A股票-金融1.42%-0.50%+13.66%
34NEENextera Energy INC股票-公用事業1.38%—+0.24%
35APPApplovin Corp-class A股票-科技1.24%-0.41%+19.79%
36URIUnited Rentals INC股票-工業1.21%—+6.53%
37LRCXLam Research CORP股票-科技1.17%+0.45%+22.04%
38AXPAmerican Express Co股票-金融1.02%+1.02%NEW
39SHOPShopify INC - Class A股票-科技1.00%+0.33%+90.82%
40USBUS Bancorp股票-金融0.99%—-12.45%
41BSXBoston Scientific CORP股票-醫療保健0.91%-0.49%-6.75%
42NOWServicenow INC股票-科技0.89%-0.37%-2.26%
43NETCloudflare INC - Class A股票-科技0.86%+0.47%+101.07%
44TMUST-mobile US INC股票-通訊服務0.86%-0.83%-53.68%
45OTISOtis Worldwide CORP股票-工業0.75%+0.75%NEW
46RDDTReddit Inc-cl A股票-通訊服務0.73%-0.25%+19.05%
47AMATApplied Materials INC股票-科技0.69%—-5.23%
48CRMSalesforce INC股票-科技0.69%-0.25%-2.82%
49COHRCoherent CORP股票-科技0.67%+0.32%+38.98%
50GOOGAlphabet Inc-cl C股票-通訊服務0.64%—-0.16%
1–50 of 71

本季持股變動

Wd Rutherford LLC 在 2026-03-31 最顯著的持倉異動： 清倉: Meta Platforms Inc-class A (META); 新建倉: Meta Platforms, Inc. (META); 清倉: Cadence Design Sys INC (CDNS); 新建倉: American Express Co (AXP); 清倉: S&p Global INC (SPGI).

Wd Rutherford LLC 於截至 2026-03-31 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#代號標的名稱佔比變動持倉量變化異動類型
1TSMTaiwan Semiconductor-sp Adr+0.8%+54.50%加碼
2VRTVertiv Holdings Co-a+0.7%+0.92%加碼
3GEVGE Vernova INC+0.6%-4.71%減碼
4CVXChevron CORP+0.6%-7.04%減碼
5CASYCasey's General Stores INC+0.5%-9.52%減碼
6NETCloudflare INC - Class A+0.5%+101.07%加碼
7HONHoneywell International INC+0.5%+1.88%加碼
8LRCXLam Research CORP+0.5%+22.04%加碼
9WMTWalmart INC+0.4%+9.90%加碼
10COSTCostco Wholesale CORP+0.4%-3.34%減碼
11SHOPShopify INC - Class A+0.3%+90.82%加碼
12MUMicron Technology INC+0.3%+85.33%加碼
13COHRCoherent CORP+0.3%+38.98%加碼
14AAPLApple INC-0.1%-1.84%減碼
15GOOGLAlphabet Inc-cl A-0.1%-1.22%減碼
16MAMastercard INC - A-0.2%-1.11%減碼
17PANWPalo Alto Networks INC-0.2%-0.53%減碼
18NVDANvidia CORP-0.2%-1.39%減碼
19AMZNAmazon.com INC-0.2%-3.90%減碼
20GEGeneral Electric-0.2%-7.51%減碼
21VVisa Inc-class A Shares-0.2%-2.72%減碼
22JPMJpmorgan Chase & Co-0.3%-5.93%減碼
23CRMSalesforce INC-0.3%-2.82%減碼
24RDDTReddit Inc-cl A-0.3%+19.05%加碼
25SNOWSnowflake INC-0.3%+16.51%加碼
26ANETArista Networks INC-0.3%-8.61%減碼
27CRWDCrowdstrike Holdings INC - A-0.3%+1.87%加碼
28ISRGIntuitive Surgical INC-0.3%-1.91%減碼
29FTNTFortinet INC-0.4%-64.48%減碼
30NOWServicenow INC-0.4%-2.26%減碼
31APPApplovin Corp-class A-0.4%+19.79%加碼
32PSAPublic Storage-0.5%-72.95%減碼
33BSXBoston Scientific CORP-0.5%-6.75%減碼
34HOODRobinhood Markets INC - A-0.5%+13.66%加碼
35MSFTMicrosoft CORP-0.8%-5.64%減碼
36TMUST-mobile US INC-0.8%-53.68%減碼
37METAMeta Platforms Inc-class A—EXIT清倉
38METAMeta Platforms, Inc.—NEW新建倉
39CDNSCadence Design Sys INC—EXIT清倉
40AXPAmerican Express Co—NEW新建倉
41SPGIS&p Global INC—EXIT清倉
42OTISOtis Worldwide CORP—NEW新建倉
43MRVLMarvell Technology INC—EXIT清倉
44WMWaste Management, Inc.—NEW新建倉
45WMWaste Management INC—EXIT清倉
46BSACBanco Santander-chile-adr—NEW新建倉
47AEPAmerican Electric Power—NEW新建倉
48ZSZscaler INC—NEW新建倉
49CAHCardinal Health INC—NEW新建倉
50GEHCGE Healthcare Technology—EXIT清倉

FAQ

Wd Rutherford LLC 是什麼機構？屬於哪種投資人類型？
Wd Rutherford LLC 是一家投資管理機構，每季依規定向 SEC 申報 Form 13F，揭露其在美國上市股票的持倉資訊。根據最新一期申報（2026-03-31），該機構追蹤的股票投資組合估值約為 US$2.3億，分佈在 71 個已申報部位之中。
Wd Rutherford LLC 目前前幾大持股有哪些？
根據最新 13F 申報，Wd Rutherford LLC 按市值排列的前幾大持股為： 1. Nvidia CORP (NVDA) — US$1927.0萬 (8.6%) 2. Alphabet Inc-cl A (GOOGL) — US$858.9萬 (3.8%) 3. Apple INC (AAPL) — US$733.4萬 (3.3%) 4. Arista Networks INC (ANET) — US$615.2萬 (2.7%) 5. Jpmorgan Chase & Co (JPM) — US$600.0萬 (2.7%)
Wd Rutherford LLC 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Wd Rutherford LLC 共進行了 50 項顯著調整：新建倉 8 個部位、加碼 14 個既有持股、減碼 22 個部位，並完全清倉 6 個持股。 其中幅度最大的異動：清倉: Meta Platforms Inc-class A (META); 新建倉: Meta Platforms, Inc. (META); 清倉: Cadence Design Sys INC (CDNS); 新建倉: American Express Co (AXP); 清倉: S&p Global INC (SPGI)
Wd Rutherford LLC 主要集中投資哪些產業板塊？
根據目前已申報的股票投資組合，Wd Rutherford LLC 的主要板塊分佈如下： • Information Technology: 41.6% • Financials: 13.6% • Industrials: 12.6% • Communication Services: 12.5% • Health Care: 5.9% • Consumer Discretionary: 5.8%

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