13FBOX
Rayburn West Financial Services LLC · 13F 持仓分析
期权收益计算器 机构排行

Rayburn West Financial Services LLC

No.7492 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.81亿
环比变动 Q1 2026
+$1,152.8万+6.8%
持仓股票数
81
新买入
3
加仓
19
减仓
25
清仓
4
持股不变
34
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
谷歌AGOOGL
9.16%7.96%$1,661.5万4.6万股$1,351.8万4.7万股-648股-1.38%减仓
微软MSFT
6.01%6%$1,089.8万2.9万股$1,018.0万2.8万股+1,624股+5.91%加仓
SYSCO COMSYY
5.28%4.78%$957.7万11.5万股$811.2万11.4万股+858股+0.75%加仓
洛克希德马丁LMT
4.77%4.6%$865.3万1.7万股$780.3万1.3万股+4,074股+31.56%加仓
IIBMIBM
4.08%2.42%$739.8万2.6万股$411.2万1.7万股+9,343股+55.08%加仓
思科CSCO
3.88%4.38%$704.2万6.0万股$742.9万9.6万股-3.6万股-37.39%减仓
美国运通AXP
3.67%3.51%$664.7万2.0万股$595.9万2.0万股-51股-0.26%减仓
Meta平台META
3.55%2.82%$644.3万1.1万股$478.7万8,367股+2,913股+34.82%加仓
甲骨文ORCL
3.03%4.48%$548.7万3.6万股$759.9万5.2万股-1.6万股-30.90%减仓
BBANK OF AMERBAC
2.83%2.62%$513.9万9.0万股$444.4万9.1万股-895股-0.98%减仓
C花旗集团C
2.73%2.37%$495.2万3.5万股$401.6万3.5万股-29股-0.08%减仓
雪佛龙CVX
2.49%3.3%$451.6万2.7万股$560.6万2.7万股+153股+0.56%加仓
艾伯维ABBV
2.45%2.26%$443.4万1.8万股$383.2万1.8万股00.00%持仓不变
PPNC FINL SVCS COMVXF
2.42%2.19%$439.5万1.8万股$371.4万1.8万股00.00%持仓不变
伯克希尔哈撒韦BRK.B
2.29%2.34%$415.9万8,312股$397.5万8,295股+17股+0.20%加仓
迪尔DE
2.27%2.14%$412.3万6,500股$363.9万6,460股+40股+0.62%加仓
苹果AAPL
2.22%2.08%$403.2万1.4万股$353.7万1.4万股00.00%持仓不变
TARGET COMTGT
2.14%2.14%$388.7万3.0万股$362.9万3.0万股-180股-0.60%减仓
联合包裹UPSUPS
2.12%2.07%$385.0万3.6万股$351.4万3.6万股+93股+0.26%加仓
AMGEN COMAMGN
1.74%1.82%$315.8万8,771股$309.8万8,804股-33股-0.37%减仓
雷神技术RTX
1.72%1.87%$312.4万1.6万股$318.2万1.6万股-31股-0.19%减仓
百事可乐PEP
1.61%1.98%$292.6万2.2万股$336.9万2.2万股-89股-0.41%减仓
ALTRIAMO
1.61%1.58%$291.5万4.1万股$268.4万4.1万股-150股-0.37%减仓
贝莱德·INC COMBLK
1.58%1.71%$286.7万2,982股$290.1万3,017股-35股-1.16%减仓
埃克森美孚XOM
1.45%1.92%$262.9万1.9万股$326.3万1.9万股00.00%持仓不变
通用动力GD
1.39%1.44%$251.2万7,092股$244.1万7,112股-20股-0.28%减仓
露露乐蒙LULU
1.13%1.6%$205.4万1.8万股$272.4万1.8万股+195股+1.10%加仓
麦当劳MCD
1.04%1.19%$188.7万6,982股$202.2万6,506股+476股+7.32%加仓
亚马逊AMZN
1.02%0.89%$184.6万7,644股$151.7万7,286股+358股+4.91%加仓
沃尔玛WMT
1%1.17%$180.5万1.6万股$198.2万1.6万股-15股-0.09%减仓
宝洁PG
0.97%1.05%$175.8万1.2万股$178.1万1.2万股-342股-2.77%减仓
WELLS FARGO NEWWFC
0.89%0.91%$160.7万1.9万股$154.8万1.9万股00.00%持仓不变
雅培ABT
0.82%1%$149.5万1.6万股$170.3万1.7万股-115股-0.69%减仓
可口可乐KO
0.76%0.76%$137.0万1.7万股$128.3万1.7万股-10股-0.06%减仓
威瑞森VZ
0.69%0.89%$124.3万3.0万股$151.5万3.0万股-622股-2.06%减仓
VisaV
0.67%0.63%$120.9万3,525股$106.5万3,525股00.00%持仓不变
默沙东MRK
0.64%0.75%$116.4万9,059股$128.0万1.1万股-1,578股-14.84%减仓
辉瑞PFE
0.62%0.8%$112.6万4.7万股$136.6万4.9万股-1,888股-3.88%减仓
强生JNJ
0.54%0.56%$98.7万3,886股$95.9万3,924股-38股-0.97%减仓
KRAFT HEINZ COMKHC
0.54%0.55%$97.6万4.1万股$93.4万4.2万股-200股-0.48%减仓
PIMCO·DYNAMIC INCOMEPDI
0.52%0.55%$95.1万5.7万股$93.8万5.5万股+2,100股+3.83%加仓
PPINNACLE FINL PARTNERSPNFP
0.49%0.45%$89.3万8,849股$76.2万8,849股00.00%持仓不变
V先锋领航·HEALTHVHT
0.48%0.47%$87.9万2,938股$80.0万2,938股00.00%持仓不变
AAT&TT
0.48%0.73%$87.7万4.2万股$123.3万4.3万股-146股-0.34%减仓
HERSHEY COMHSY
0.47%0.57%$85.6万4,877股$97.2万4,677股+200股+4.28%加仓
特灵科技TT
0.43%0.39%$78.6万1,600股$66.7万1,600股00.00%持仓不变
CCBRE GBL REAL ESTATE FDIGR
0.41%0.42%$74.5万16.2万股$70.9万16.2万股00.00%持仓不变
礼来LLY
0.4%0.33%$72.0万600股$55.2万600股00.00%持仓不变
PHILIP MORRIS INTLPM
0.36%0.35%$64.7万3,574股$59.1万3,574股00.00%持仓不变
埃森哲ACN
0.33%0.41%$59.7万4,801股$69.9万3,523股+1,278股+36.28%加仓

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