Rosenblum Silverman Sutton S F Inc 13F 持仓 · 2026年Q2
Rosenblum Silverman Sutton S F 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 80 只证券，申报市值合计 4.16 亿美元。前几大持仓：NVDA（10.73%）、AMZN（5.39%）、GOOGL（4.94%）。本季前 25 大持仓中：新建仓 2 只、增持 4 只、减持 19 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $44.6M | 10.73% | 223,074 | 减持 |
| 2 | AMZN | AMAZON COM INC | $22.4M | 5.39% | 94,068 | 减持 |
| 3 | GOOGL | ALPHABET INC | $20.5M | 4.94% | 57,476 | 减持 |
| 4 | V | VISA INC | $19.5M | 4.68% | 56,807 | 减持 |
| 5 | SN | SHARKNINJA INC | $17.8M | 4.28% | 117,059 | 减持 |
| 6 | MSFT | MICROSOFT CORP | $17.1M | 4.12% | 45,941 | 减持 |
| 7 | META | META PLATFORMS INC | $16.7M | 4.00% | 29,575 | 减持 |
| 8 | COST | COSTCO WHOLESALE CORPORATION | $16.2M | 3.90% | 17,355 | 减持 |
| 9 | NFLX | NETFLIX INC. | $13.3M | 3.20% | 186,495 | 减持 |
| 10 | JMBS | JANUS DETROIT STR TR | $12.5M | 2.99% | 276,850 | 增持 |
| 11 | GOOG | ALPHABET INC | $11.7M | 2.81% | 33,097 | 减持 |
| 12 | CTAS | CINTAS CORP | $11.7M | 2.80% | 68,633 | 减持 |
| 13 | ALNY | ALNYLAM PHARMACEUTICALS INC | $9.7M | 2.33% | 32,172 | 减持 |
| 14 | VCIT | VANGUARD SCOTTSDALE FDS | $9.4M | 2.25% | 113,435 | 减持 |
| 15 | TMO | THERMO FISHER SCIENTIFIC INC | $9.2M | 2.22% | 18,388 | 减持 |
| 16 | JBND | J P MORGAN EXCHANGE TRADED F | $9.2M | 2.21% | 172,210 | 增持 |
| 17 | FLOT | ISHARES TR | $8.8M | 2.11% | 171,980 | 增持 |
| 18 | RDDT | REDDIT INC | $8.2M | 1.98% | 47,403 | 减持 |
| 19 | JAAA | JANUS DETROIT STR TR | $7.6M | 1.82% | 149,875 | 新建仓 |
| 20 | JPM | JPMORGAN CHASE & CO | $7.6M | 1.82% | 23,195 | 减持 |
| 21 | VCSH | VANGUARD SCOTTSDALE FDS | $7.4M | 1.78% | 93,920 | 增持 |
| 22 | APH | AMPHENOL CORP | $7.3M | 1.75% | 41,398 | 新建仓 |
| 23 | DECK | DECKERS OUTDOOR CORP | $6.9M | 1.65% | 69,115 | 减持 |
| 24 | SNPS | SYNOPSYS INC | $6.2M | 1.49% | 13,873 | 减持 |
| 25 | CRM | SALESFORCE INC | $5.9M | 1.41% | 37,572 | 减持 |
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