Roberts Capital Advisors, LLC 13F 持仓 · 最近申报 2025年Q3
Roberts Capital Advisors 在 2025年Q3（报告期截至 2025-09-30）的 SEC 13F 申报中报告了 63 只证券，申报市值合计 8,988.47 万美元。前几大持仓：SPY（16.63%）、NVDA（6.54%）、MSFT（5.37%）。本季前 25 大持仓中：新建仓 5 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S P 500 ETF TRUST ETF | $14.9M | 16.63% | 22,439 | 新建仓 |
| 2 | NVDA | NVIDIA CORP | $5.9M | 6.54% | 31,508 | 减持 |
| 3 | MSFT | MICROSOFT CORP COM | $4.8M | 5.37% | 9,326 | 减持 |
| 4 | AAPL | APPLE INC COM | $4.7M | 5.25% | 18,524 | 减持 |
| 5 | AMZN | AMAZON COM INC | $2.8M | 3.09% | 12,665 | 减持 |
| 6 | JPM | JPMORGAN CHASE CO | $2.6M | 2.93% | 8,358 | 持平 |
| 7 | BRKB | BERKSHIRE HATHAWAY INC CL B | $2.4M | 2.63% | 4,700 | 新建仓 |
| 8 | META | META PLATFORMS INC | $2.1M | 2.28% | 2,795 | 减持 |
| 9 | V | VISA INC COM CL A | $2.0M | 2.21% | 5,832 | 持平 |
| 10 | AVGO | BROADCOM INC | $2.0M | 2.19% | 5,954 | 减持 |
| 11 | GOOGL | ALPHABET INC CL A | $1.8M | 2.02% | 7,456 | 减持 |
| 12 | MA | MASTERCARD INC | $1.6M | 1.77% | 2,801 | 持平 |
| 13 | LLY | ELI LILLY CO | $1.5M | 1.71% | 2,018 | 新建仓 |
| 14 | TSLA | TESLA INC | $1.5M | 1.70% | 3,439 | 减持 |
| 15 | GS | GOLDMAN SACHS GROUP INC | $1.5M | 1.65% | 1,859 | 减持 |
| 16 | GOOG | ALPHABET INC CL C | $1.5M | 1.62% | 5,971 | 减持 |
| 17 | XOM | EXXON MOBIL CORP | $1.2M | 1.38% | 11,000 | 新建仓 |
| 18 | LIN | LINDE PLC SHS | $1.2M | 1.35% | 2,557 | 持平 |
| 19 | JNJ | JOHNSON JOHNSON | $1.1M | 1.26% | 6,109 | 新建仓 |
| 20 | CME | CME GROUP INC | $1.1M | 1.23% | 4,080 | 持平 |
| 21 | TMUS | T MOBILE US INC | $1.1M | 1.21% | 4,532 | 持平 |
| 22 | WMT | WALMART INC COM | $1.0M | 1.16% | 10,075 | 持平 |
| 23 | INTU | INTUIT COM | $1.0M | 1.12% | 1,470 | 持平 |
| 24 | CDNS | CADENCE DESIGN SYS INC | $960,696 | 1.07% | 2,735 | 持平 |
| 25 | QCOM | QUALCOMM INC COM | $964,389 | 1.07% | 5,797 | 持平 |
来源：SEC 13F 申报文件 · 截至 2025-09-30
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