13FBOX
ROTHSCHILD 投资 · 13F 持仓分析
期权收益计算器 机构排行

ROTHSCHILD 投资

ROTHSCHILD INVESTMENT LLCNo.1469 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$26.75亿
环比变动 Q1 2026
+$7.62亿+39.8%
持仓股票数
3635
新买入
139
加仓
2145
减仓
762
清仓
109
持股不变
589
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
苹果AAPL
3.65%3.5%$9,765.7万33.7万股$6,700.1万26.4万股+7.3万股+27.84%加仓
英伟达NVDA
3.62%3.79%$9,686.4万48.4万股$7,243.5万41.5万股+6.9万股+16.56%加仓
谷歌AGOOGL
2.54%2.6%$6,793.7万19.0万股$4,967.8万17.3万股+1.7万股+10.04%加仓
摩根大通JPM
1.95%2.19%$5,221.7万16.0万股$4,199.0万14.3万股+1.7万股+11.75%加仓
亚马逊AMZN
1.54%1.58%$4,132.0万17.3万股$3,019.1万14.5万股+2.8万股+19.60%加仓
AAlphabet Inc Class CGOOG
1.51%1.36%$4,053.1万11.5万股$2,610.8万9.1万股+2.4万股+26.04%加仓
微软MSFT
1.43%1.53%$3,819.6万10.2万股$2,923.4万7.9万股+2.3万股+29.66%加仓
I景顺·RAFI US 1000 ETFPRF
1.33%1.6%$3,546.9万65.6万股$3,056.2万64.3万股+1.3万股+2.09%加仓
伯克希尔哈撒韦BRK.B
1.27%1.58%$3,410.1万6.8万股$3,020.7万6.3万股+5,114股+8.11%加仓
PALO ALTOPANW
1.22%0.65%$3,271.5万9.6万股$1,237.7万7.7万股+1.9万股+24.27%加仓
艾伯维ABBV
1.15%1.21%$3,080.9万12.2万股$2,305.7万10.6万股+1.6万股+15.49%加仓
黑石集团BX
1.06%1.23%$2,829.7万24.0万股$2,358.9万20.5万股+3.5万股+17.22%加仓
好市多COST
1.01%1.09%$2,704.5万2.9万股$2,093.3万2.1万股+7,902股+37.61%加仓
AAvantis·U SAVUV
0.99%1.11%$2,651.6万21.3万股$2,120.3万19.2万股+2.1万股+10.73%加仓
CCAPITAL DIVIDEND GROWECGDG
0.96%1.24%$2,559.9万68.2万股$2,372.7万66.1万股+2.2万股+3.26%加仓
强生JNJ
0.92%1.24%$2,458.9万9.7万股$2,381.3万9.7万股-601股-0.62%减仓
卡特彼勒CAT
0.89%0.85%$2,381.9万2.2万股$1,618.5万2.3万股-477股-2.09%减仓
CCAMBRIA ETF TRTRTY
0.86%1.09%$2,297.0万29.0万股$2,076.9万27.5万股+1.5万股+5.45%加仓
雪佛龙CVX
0.83%1.17%$2,233.1万13.5万股$2,238.6万10.8万股+2.7万股+24.51%加仓
CCAMBRIA ETF TRFYLD
0.82%1.14%$2,205.6万60.4万股$2,179.9万58.4万股+2.1万股+3.53%加仓
AMD超威AMD
0.81%0.44%$2,159.0万3.7万股$835.4万4.1万股-3,902股-9.50%减仓
AMGEN COMAMGN
0.8%1.07%$2,139.1万5.9万股$2,048.6万5.8万股+848股+1.46%加仓
SSPDR标普500 ETFSPY
0.79%0.98%$2,121.3万2.8万股$1,874.4万2.9万股-414股-1.44%减仓
迈威尔MRVL
0.77%0.4%$2,070.2万6.9万股$772.1万7.8万股-8,449股-10.84%减仓
J摩根大通交易所交易基金JEPI
0.77%1.04%$2,058.3万36.4万股$1,981.7万35.0万股+1.5万股+4.23%加仓
GE航空GE
0.77%0.73%$2,058.3万5.5万股$1,398.7万4.9万股+5,786股+11.74%加仓
埃克森美孚XOM
0.76%1.25%$2,037.7万14.9万股$2,400.2万14.1万股+7,571股+5.35%加仓
V先锋领航·SPECIALIZED FUNDSVIG
0.76%0.96%$2,028.9万8.6万股$1,830.7万8.5万股+623股+0.73%加仓
博通AVGO
0.74%0.69%$1,984.5万5.3万股$1,326.1万4.3万股+9,689股+22.61%加仓
Meta平台META
0.71%0.91%$1,887.4万3.4万股$1,745.9万3.1万股+2,991股+9.80%加仓
礼来LLY
0.7%0.5%$1,886.1万1.6万股$957.8万1.0万股+5,312股+51.01%加仓
思科CSCO
0.66%0.61%$1,778.5万15.1万股$1,176.2万15.2万股-179股-0.12%减仓
通用动力GD
0.65%0.72%$1,737.6万4.9万股$1,372.4万4.0万股+9,065股+22.67%加仓
CCAPITAL GBL GROWTH EQTCGGR
0.64%0.64%$1,720.3万40.6万股$1,227.5万36.8万股+3.9万股+10.48%加仓
JJ.P. Morgan Exchange-Traded Fund Trust JPMorgan Betabuilders International Equity EtfBBIN
0.64%0.74%$1,718.6万22.0万股$1,419.1万19.4万股+2.6万股+13.41%加仓
C资本集团股息价值CCBG
0.62%0.65%$1,669.8万33.9万股$1,247.4万29.3万股+4.6万股+15.56%加仓
VisaV
0.62%0.5%$1,663.8万4.8万股$966.1万3.2万股+1.7万股+51.72%加仓
T赛默飞世尔TMO
0.56%0.66%$1,505.1万3.0万股$1,263.2万2.6万股+4,321股+16.81%加仓
IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB
0.55%0.64%$1,471.0万28.1万股$1,222.8万23.3万股+4.8万股+20.65%加仓
J摩根大通交易所交易基金JEPQ
0.51%0.62%$1,369.5万22.3万股$1,181.8万21.3万股+9,964股+4.68%加仓
V先锋领航指数基金VOO
0.49%0.58%$1,320.1万1.9万股$1,110.0万1.9万股+646股+3.48%加仓
美光科技MU
0.48%0.11%$1,277.2万1.1万股$211.1万6,250股+4,815股+77.04%加仓
GGlobal X基金PAVE
0.47%0.57%$1,265.7万21.5万股$1,082.8万21.3万股+1,704股+0.80%加仓
家得宝HD
0.47%0.45%$1,259.5万3.6万股$868.2万2.6万股+9,315股+35.29%加仓
史赛克SYK
0.46%0.5%$1,243.8万4.0万股$956.5万2.9万股+1.0万股+35.72%加仓
默沙东MRK
0.46%0.61%$1,241.7万9.7万股$1,168.7万9.7万股-523股-0.54%减仓
Q高通QCOM
0.46%0.45%$1,238.1万6.7万股$853.2万6.6万股+745股+1.12%加仓
NETFLIXNFLX
0.46%0.85%$1,236.4万17.3万股$1,631.5万17.0万股+3,486股+2.05%加仓
希捷STX
0.45%0.2%$1,213.6万1.3万股$385.0万9,828股+2,748股+27.96%加仓
甲骨文ORCL
0.43%0.58%$1,156.9万7.9万股$1,109.1万7.5万股+3,548股+4.71%加仓

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