Rothschild Investment LLC 13F 持仓 · 最近申报 2023年Q3
Rothschild Investment 在 2023年Q3（报告期截至 2023-09-30）的 SEC 13F 申报中报告了 478 只证券，申报市值合计 11.85 亿美元。前几大持仓：AAPL（4.60%）、JPM（2.02%）、NVDA（1.98%）。本季前 25 大持仓中：增持 18 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE COMPUTER INC | $54.6M | 4.60% | 318,764 | 增持 |
| 2 | JPM | J P MORGAN CHASE & CO COM | $23.9M | 2.02% | 165,058 | 增持 |
| 3 | NVDA | NVIDIA CORP COM | $23.5M | 1.98% | 53,954 | 减持 |
| 4 | CVX | CHEVRON CORP NEW COM | $22.8M | 1.92% | 135,021 | 增持 |
| 5 | GOOGL | ALPHABET INC CL A | $22.8M | 1.92% | 174,070 | 增持 |
| 6 | BX | BLACKSTONE GROUP INC COM CL A | $21.9M | 1.85% | 204,764 | 增持 |
| 7 | BRKB | BERKSHIRE HATHAWAY INC CL B | $21.7M | 1.83% | 62,003 | 增持 |
| 8 | MSFT | MICROSOFT CORP | $21.4M | 1.80% | 67,747 | 减持 |
| 9 | ABBV | ABBVIE INC COM | $19.0M | 1.61% | 127,653 | 增持 |
| 10 | PRF | INVESCO ETF TRUST FTSE RAFI US | $17.9M | 1.51% | 562,021 | 增持 |
| 11 | COST | COSTCO WHOLESALE CORP-NEW | $17.2M | 1.45% | 30,428 | 增持 |
| 12 | GOOG | ALPHABET CLASS-C SHARE | $16.7M | 1.41% | 126,512 | 增持 |
| 13 | AMGN | AMGEN INC | $16.0M | 1.35% | 59,399 | 减持 |
| 14 | JNJ | JOHNSON & JOHNSON | $14.9M | 1.26% | 95,973 | 减持 |
| 15 | PANW | PALO ALTO NETWORKS INC COM | $14.8M | 1.25% | 63,071 | 减持 |
| 16 | TMO | THERMO FISHER SCIENTIFIC | $14.9M | 1.25% | 29,352 | 增持 |
| 17 | CFIHX | CAPITAL INCOME BLDR FD CL F 3 | $14.6M | 1.23% | 236,901 | 增持 |
| 18 | BA | BOEING COMPANY | $14.4M | 1.21% | 75,101 | 增持 |
| 19 | AMZN | AMAZON COM INC COM | $12.3M | 1.04% | 96,739 | 增持 |
| 20 | ITW | ILLINOIS TOOL WORKS | $12.3M | 1.03% | 53,229 | 增持 |
| 21 | IPFPX | POPLAR FOREST PARTNERS INSTITU | $12.1M | 1.02% | 258,811 | 增持 |
| 22 | GD | GENERAL DYNAMICS | $11.7M | 0.99% | 52,954 | 减持 |
| 23 | VIG | VANGUARD SPECIALIZED DIV APP E | $11.4M | 0.97% | 73,638 | 增持 |
| 24 | MRK | MERCK & COMPANY INC. | $11.2M | 0.95% | 108,857 | 增持 |
| 25 | SPY | SPDR S&P 500 ETF TR UNIT SER 1 | $11.1M | 0.93% | 25,866 | 持平 |
来源：SEC 13F 申报文件 · 截至 2023-09-30
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