Roman Butler Fullerton & Co 13F 持仓 · 2026年Q2
Roman Butler Fullerton & 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 280 只证券，申报市值合计 4.19 亿美元。前几大持仓：NVDA（5.61%）、AAPL（4.62%）、AMZN（3.08%）。本季前 25 大持仓中：新建仓 3 只、增持 13 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $23.5M | 5.61% | 115,482 | 增持 |
| 2 | AAPL | APPLE INC | $19.4M | 4.62% | 61,013 | 增持 |
| 3 | AMZN | AMAZON COM INC | $12.9M | 3.08% | 52,155 | 增持 |
| 4 | MSFT | MICROSOFT CORP | $12.6M | 3.01% | 32,239 | 减持 |
| 5 | GOOG | ALPHABET INC | $11.4M | 2.72% | 32,483 | 减持 |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | $10.7M | 2.56% | 14,310 | 增持 |
| 7 | LLY | ELI LILLY & CO | $8.8M | 2.11% | 7,469 | 增持 |
| 8 | VIG | VANGUARD SPECIALIZED FUNDS | $7.8M | 1.85% | 32,544 | 增持 |
| 9 | MA | MASTERCARD INCORPORATED | $7.7M | 1.83% | 14,258 | 减持 |
| 10 | WMT | WALMART INC | $7.6M | 1.80% | 65,868 | 减持 |
| 11 | VUG | VANGUARD INDEX FDS | $6.2M | 1.49% | 72,453 | 增持 |
| 12 | CAT | CATERPILLAR INC | $5.5M | 1.32% | 5,948 | 增持 |
| 13 | SCHD | SCHWAB STRATEGIC TR | $5.2M | 1.24% | 159,895 | 减持 |
| 14 | NOBL | PROSHARES TR | $4.5M | 1.08% | 79,627 | 增持 |
| 15 | BRKB | BERKSHIRE HATHAWAY INC DEL | $4.4M | 1.04% | 8,796 | 减持 |
| 16 | EOI | EATON VANCE ENHANCED EQUITY | $4.4M | 1.04% | 218,581 | 减持 |
| 17 | CI | THE CIGNA GROUP | $4.1M | 0.98% | 13,455 | 减持 |
| 18 | FTCS | FIRST TR EXCHANGE-TRADED FD | $4.1M | 0.98% | 42,381 | 减持 |
| 19 | JPM | JPMORGAN CHASE & CO | $3.9M | 0.93% | 11,708 | 增持 |
| 20 | META | META PLATFORMS INC | $3.8M | 0.91% | 5,788 | 增持 |
| 21 | GE | GE AEROSPACE | $3.7M | 0.87% | 10,365 | 增持 |
| 22 | RSP | INVESCO EXCHANGE TRADED FD T | $3.5M | 0.83% | 16,311 | 增持 |
| 23 | FYX | FIRST TR EXCHANGE-TRADED ALP | $3.4M | 0.81% | 24,128 | 新建仓 |
| 24 | FYT | FIRST TR EXCHANGE-TRADED ALP | $3.4M | 0.80% | 47,850 | 新建仓 |
| 25 | MTUM | ISHARES TR | $3.3M | 0.80% | 10,614 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
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