CIK: 0002048733
申报总市值
US$1.3亿
申报季度: 2026-03-31 · 持股只数: 45
R.H. Investment Group, LLC在最新一期 13F 报告中披露了 45 项持股，申报期为 2026-03-31，总持股市值约为 US$1.3亿，季度换手率为 14.6%。
R.H. Investment Group, LLC 目前披露的持仓，Herfindahl 集中度指数为 0.039——换算下来相当于约 26 个等权重仓位，明显低于其实际披露的 45 只持仓。这一差距显示该机构的策略偏向集中在少数高信心仓位，而非广泛分散。
整体仓位大小相当一致（变异系数为 0.87），显示该机构在资金配置上采取较有纪律、规则化的方式。
近期操作偏向加仓既有的大仓位，而非大幅加仓新建仓的仓位（倾斜幅度为 3.0 个百分点）——这种模式较符合动量追涨的操作风格。
减仓 MA
+1.8% -US$67.9万
减仓 ADP
+3.6% -US$86.9万
加仓 COP
+2.3% US$162.4万
减仓 WFC
-0.2% -US$60.9万
减仓 TMO
+0.8% -US$65.9万
加仓 XOM
-0.3% US$126.9万
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WMT | Walmart INC | 股票-非周期性消费 | 6.17% | +0.26% | -0.80% | |
| 2 | PM | Philip Morris International | 股票-非周期性消费 | 5.46% | -0.46% | -0.10% | |
| 3 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 5.42% | -0.39% | +0.95% | |
| 4 | MA | Mastercard INC - A | 股票-金融 | 4.93% | -0.99% | +1.75% | |
| 5 | JNJ | Johnson & Johnson | 股票-医疗保健 | 4.88% | +0.33% | -0.11% | |
| 6 | TRV | Travelers Cos Inc/the | 股票-金融 | 4.73% | -0.21% | — | |
| 7 | COP | Conocophillips | 股票-能源 | 4.65% | +0.96% | +2.29% | |
| 8 | WFC | Wells Fargo & Co | 股票-金融 | 4.58% | -0.90% | -0.16% | |
| 9 | AAPL | Apple INC | 股票-科技 | 4.36% | -0.56% | +0.97% | |
| 10 | XOM | Exxon Mobil CORP | 股票-能源 | 4.30% | +0.69% | -0.28% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.17% | -0.58% | — | |
| 12 | EPD | Enterprise Products Partners | 股票-能源 | 3.96% | +0.43% | +2.58% | |
| 13 | AMGN | Amgen INC | 股票-医疗保健 | 3.94% | -0.06% | — | |
| 14 | USB | US Bancorp | 股票-金融 | 3.61% | -0.08% | +2.48% | |
| 15 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 3.58% | -0.86% | +0.77% | |
| 16 | UNP | Union Pacific CORP | 股票-工业 | 3.28% | -0.02% | — | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.95% | +0.15% | +15.04% | |
| 18 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.94% | -0.22% | +0.11% | |
| 19 | MCD | Mcdonald's CORP | 股票-周期性消费 | 2.92% | -0.23% | — | |
| 20 | ADP | Automatic Data Processing | 股票-科技 | 2.84% | -0.97% | +3.62% | |
| 21 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 2.14% | -0.10% | +12.15% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.94% | -0.19% | — | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.76% | -0.23% | — | |
| 24 | DEO | Diageo Plc-sponsored Adr | 股票-非周期性消费 | 1.56% | -0.20% | +7.45% | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.40% | -0.50% | -20.72% | |
| 26 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 1.01% | +0.16% | +29.41% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.91% | +0.90% | NEW | |
| 28 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.88% | +0.88% | NEW | |
| 29 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.50% | -0.04% | — | |
| 30 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.47% | +0.47% | NEW | |
| 31 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.42% | +0.24% | +132.53% | |
| 32 | NVDA | Nvidia CORP | 股票-科技 | 0.38% | +0.38% | NEW | |
| 33 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.32% | +0.32% | NEW | |
| 34 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.31% | +0.31% | NEW | |
| 35 | VZ | Verizon Communications INC | 股票-通信服务 | 0.31% | +0.03% | — | |
| 36 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.29% | +0.29% | NEW | |
| 37 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.27% | +0.27% | NEW | |
| 38 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.26% | +0.26% | NEW | |
| 39 | PEP | Pepsico INC | 股票-非周期性消费 | 0.22% | -0.01% | — | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.22% | +0.22% | NEW | |
| 41 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.22% | +0.22% | NEW | |
| 42 | NFG | National Fuel Gas Co | 股票-能源 | 0.20% | +0.02% | — | |
| 43 | SO | Southern Co/the | 股票-公用事业 | 0.17% | — | — | |
| 44 | CLX | Clorox Company | 股票-非周期性消费 | 0.16% | -0.01% | — | |
| 45 | GOSS | Gossamer Bio INC | 股票-其他 | 0.01% | +0.01% | NEW |
Q3 2026表现
+1.6%
近4个季度表现
+22.6%
基于可获取价格的持仓（占申报价值的69%）计算
R.H. Investment Group, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Ishares Russell 1000 Growth (IWF); 新建仓: Ishares Russell 1000 Value E (IWD); 新建仓: Ss Technology Select Sector (XLK); 新建仓: Nvidia CORP (NVDA); 新建仓: Ishares Russell Mid-cap Grow (IWP).
| 季度 | 申报日期 | 类型 | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-14 | 13F-HR | 在 EDGAR 上查看 |
| 2025-12-31 | 2026-01-16 | 13F-HR | 在 EDGAR 上查看 |
| 2025-09-30 | 2025-10-30 | 13F-HR | 在 EDGAR 上查看 |
| 2025-06-30 | 2025-07-17 | 13F-HR | 在 EDGAR 上查看 |
| 2025-03-31 | 2025-04-28 | 13F-HR | 在 EDGAR 上查看 |
| 2024-12-31 | 2025-01-14 | 13F-HR | 在 EDGAR 上查看 |
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