Rhodes Investment Advisors Inc 13F 持仓 · 2026年Q3
Rhodes Investment Advisors 在 2026年Q3（报告期截至 2026-09-30）的 SEC 13F 申报中报告了 124 只证券，申报市值合计 1.41 亿美元。前几大持仓：BRKB（4.36%）、META（4.00%）、GOOG（2.99%）。本季前 25 大持仓中：新建仓 1 只、增持 15 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BRKB | BERKSHIRE HATHAWAY INC DEL | $6.2M | 4.36% | 12,363 | 减持 |
| 2 | META | META PLATFORMS INC | $5.6M | 4.00% | 7,779 | 增持 |
| 3 | GOOG | ALPHABET INC | $4.2M | 2.99% | 12,378 | 减持 |
| 4 | AAPL | APPLE INC | $4.0M | 2.82% | 11,943 | 增持 |
| 5 | GDX | VANECK ETF TRUST | $3.8M | 2.72% | 43,745 | 减持 |
| 6 | JPM | JPMORGAN CHASE & CO | $3.7M | 2.65% | 11,286 | 减持 |
| 7 | NVDA | NVIDIA CORPORATION | $3.6M | 2.59% | 15,971 | 增持 |
| 8 | IWY | ISHARES TR | $3.5M | 2.50% | 11,952 | 增持 |
| 9 | MSFT | MICROSOFT CORP | $3.4M | 2.44% | 6,714 | 增持 |
| 10 | DELL | DELL TECHNOLOGIES INC | $3.4M | 2.39% | 6,258 | 增持 |
| 11 | AMZN | AMAZON COM INC | $3.2M | 2.30% | 13,030 | 减持 |
| 12 | GE | GE AEROSPACE | $3.0M | 2.15% | 9,703 | 减持 |
| 13 | XLK | SELECT SECTOR SPDR TR | $2.8M | 1.99% | 14,372 | 增持 |
| 14 | AIRR | FIRST TR EXCHANGE TRADED FD | $2.7M | 1.94% | 26,578 | 减持 |
| 15 | XOM | EXXONMOBIL HOLDINGS CORP | $2.6M | 1.84% | 15,919 | 新建仓 |
| 16 | IMCG | ISHARES TR | $2.5M | 1.80% | 27,070 | 增持 |
| 17 | RDVY | FIRST TR EXCHANGE TRADED FD | $2.5M | 1.79% | 32,254 | 增持 |
| 18 | GEV | GE VERNOVA INC | $2.3M | 1.66% | 2,465 | 减持 |
| 19 | SBUX | STARBUCKS CORP | $2.2M | 1.54% | 23,087 | 增持 |
| 20 | KRP | KIMBELL RTY PARTNERS LP | $2.2M | 1.53% | 151,160 | 增持 |
| 21 | CRWD | CROWDSTRIKE HLDGS INC | $2.1M | 1.47% | 7,833 | 增持 |
| 22 | THNQ | EXCHANGE TRADED CONCEPTS TRU | $1.9M | 1.38% | 19,970 | 增持 |
| 23 | AMLP | ALPS ETF TR | $1.9M | 1.36% | 37,050 | 增持 |
| 24 | COST | COSTCO WHOLESALE CORPORATION | $1.9M | 1.35% | 2,097 | 增持 |
| 25 | QQQ | INVESCO QQQ TR | $1.9M | 1.33% | 2,545 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-09-30
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