Richard Bernstein Advisors LLC 13F 持仓 · 2026年Q1
Richard Bernstein Advisors 在 2026年Q1（报告期截至 2026-03-31）的 SEC 13F 申报中报告了 227 只证券，申报市值合计 34.48 亿美元。前几大持仓：IDEV（14.98%）、QUAL（10.27%）、IEF（10.17%）。本季前 25 大持仓中：新建仓 3 只、增持 8 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IDEV | ISHARES TR | $516.3M | 14.98% | 6.2M | 新建仓 |
| 2 | QUAL | ISHARES TR | $354.1M | 10.27% | 1.8M | 增持 |
| 3 | IEF | ISHARES TR | $350.6M | 10.17% | 3.7M | 新建仓 |
| 4 | CLOA | BLACKROCK ETF TRUST II | $320.7M | 9.30% | 6.2M | 新建仓 |
| 5 | EMXC | ISHARES INC | $267.5M | 7.76% | 3.4M | 增持 |
| 6 | PZA | INVESCO EXCH TRADED FD TR II | $209.2M | 6.07% | 9.1M | 增持 |
| 7 | VTV | VANGUARD INDEX FDS | $190.3M | 5.52% | 969,895 | 减持 |
| 8 | SDY | SPDR SERIES TRUST | $166.3M | 4.82% | 1.1M | 增持 |
| 9 | MBB | ISHARES TR | $156.5M | 4.54% | 1.6M | 增持 |
| 10 | BIL | SPDR SERIES TRUST | $146.0M | 4.23% | 1.6M | 增持 |
| 11 | FTEC | FIDELITY COVINGTON TRUST | $123.6M | 3.58% | 594,003 | 减持 |
| 12 | BAR | GRANITESHARES GOLD TR | $99.3M | 2.88% | 2.2M | 减持 |
| 13 | IXJ | ISHARES TR | $37.1M | 1.08% | 397,027 | 减持 |
| 14 | XLC | SELECT SECTOR SPDR TR | $37.2M | 1.08% | 335,477 | 减持 |
| 15 | NVDA | NVIDIA CORPORATION | $29.9M | 0.87% | 171,706 | 减持 |
| 16 | AAPL | APPLE INC | $26.0M | 0.75% | 102,435 | 减持 |
| 17 | MSFT | MICROSOFT CORP | $18.7M | 0.54% | 50,480 | 增持 |
| 18 | VT | VANGUARD INTL EQUITY INDEX F | $14.2M | 0.41% | 102,468 | 增持 |
| 19 | AMZN | AMAZON COM INC | $13.9M | 0.40% | 66,685 | 持平 |
| 20 | GOOGL | ALPHABET INC | $11.7M | 0.34% | 40,744 | 减持 |
| 21 | AVGO | BROADCOM INC | $9.6M | 0.28% | 31,166 | 减持 |
| 22 | GOOG | ALPHABET INC | $9.7M | 0.28% | 33,713 | 减持 |
| 23 | META | META PLATFORMS INC | $8.5M | 0.25% | 14,937 | 减持 |
| 24 | TSLA | TESLA INC | $7.0M | 0.20% | 18,772 | 减持 |
| 25 | JNJ | JOHNSON & JOHNSON | $5.1M | 0.15% | 20,982 | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-03-31
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