R&F Capital Advisors LP 13F 持仓 · 最近申报 2017年Q1
R&F Capital Advisors 在 2017年Q1（报告期截至 2017-03-31）的 SEC 13F 申报中报告了 663 只证券，申报市值合计 3.87 亿美元。前几大持仓：GOOGL（1.13%）、SPG（1.10%）、GS（1.01%）。本季前 25 大持仓中：新建仓 7 只、增持 15 只、减持 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | $4.4M | 1.13% | 5,178 | 增持 |
| 2 | SPG | SIMON PPTY GROUP INC NEW | $4.3M | 1.10% | 24,847 | 增持 |
| 3 | GS | GOLDMAN SACHS GROUP INC | $3.9M | 1.01% | 16,944 | 增持 |
| 4 | BAC | BANK AMER CORP | $3.8M | 0.97% | 159,336 | 增持 |
| 5 | COP | CONOCOPHILLIPS | $3.7M | 0.95% | 73,892 | 增持 |
| 6 | ADBE | ADOBE SYS INC | $3.6M | 0.94% | 27,831 | 增持 |
| 7 | MO | ALTRIA GROUP INC | $3.3M | 0.85% | 46,162 | 新建仓 |
| 8 | ABT | ABBOTT LABS | $3.3M | 0.84% | 73,271 | 新建仓 |
| 9 | MDT | MEDTRONIC PLC | $3.0M | 0.78% | 37,668 | 增持 |
| 10 | CBOE | CBOE HLDGS INC | $2.8M | 0.73% | 34,828 | 新建仓 |
| 11 | CNP | CENTERPOINT ENERGY INC | $2.8M | 0.72% | 101,594 | 增持 |
| 12 | CRM | SALESFORCE COM INC | $2.7M | 0.70% | 32,849 | 减持 |
| 13 | ESRX | EXPRESS SCRIPTS HLDG CO | $2.7M | 0.70% | 41,074 | 增持 |
| 14 | USB | US BANCORP DEL | $2.6M | 0.68% | 50,734 | 新建仓 |
| 15 | MASI | MASIMO CORP | $2.6M | 0.67% | 27,726 | 新建仓 |
| 16 | BRX | BRIXMOR PPTY GROUP INC | $2.6M | 0.66% | 119,415 | 增持 |
| 17 | INTU | INTUIT | $2.6M | 0.66% | 22,036 | 增持 |
| 18 | COF | CAPITAL ONE FINL CORP | $2.5M | 0.65% | 29,225 | 新建仓 |
| 19 | ALL | ALLSTATE CORP | $2.4M | 0.62% | 29,404 | 增持 |
| 20 | DRI | DARDEN RESTAURANTS INC | $2.4M | 0.61% | 28,266 | 增持 |
| 21 | UPS | UNITED PARCEL SERVICE INC | $2.4M | 0.61% | 21,927 | 减持 |
| 22 | SCHW | SCHWAB CHARLES CORP NEW | $2.2M | 0.58% | 54,816 | 新建仓 |
| 23 | CSX | CSX CORP | $2.1M | 0.55% | 45,864 | 增持 |
| 24 | MA | MASTERCARD INCORPORATED | $2.0M | 0.52% | 18,068 | 减持 |
| 25 | TJX | TJX COS INC NEW | $2.0M | 0.52% | 25,297 | 增持 |
来源：SEC 13F 申报文件 · 截至 2017-03-31
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR