BENDER ROBERT & ASSOCIATES
PASADENA CA · SEC CIK 0000894300
$4.81亿2026Q2 申报市值
39持仓数
74.4%前十大占比 · 第一大 18.1%
1 / 7新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
INTC 新建仓+$23.46万
PANW 加仓+$13.47万
NOW 加仓+$11.73万
LLY 加仓+$10.79万
MSFT 加仓+$9.85万
2026Q2 卖出最多 按季末市值估算
NVDA 减仓-$188.84万
AAPL 减仓-$144.25万
GOOG 减仓-$78.51万
URGN 清仓-$62.39万
PLSE 清仓-$26.32万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $8,729.01万 | 18.14% | 436,254 | -9,438 | -2.1% | -$188.84万 | 减仓 |
| AAPL | APPLE INC | $7,441.38万 | 15.46% | 257,167 | -4,985 | -1.9% | -$144.25万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $3,509.68万 | 7.29% | 60,417 | -433 | -0.7% | -$25.15万 | 减仓 |
| AMZN | AMAZON COM INC | $3,012.21万 | 6.26% | 126,383 | -560 | -0.4% | -$13.35万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $2,730.23万 | 5.67% | 68,654 | 9 | 0.0% | $3,579 | 加仓 |
| GOOG | ALPHABET INC | $2,272.41万 | 4.72% | 64,314 | -2,222 | -3.3% | -$78.51万 | 减仓 |
| LLY | ELI LILLY & CO | $2,116.24万 | 4.40% | 17,644 | 90 | 0.5% | $10.79万 | 加仓 |
| META | META PLATFORMS INC | $2,037.60万 | 4.23% | 36,173 | -186 | -0.5% | -$10.48万 | 减仓 |
| MELI | MERCADOLIBRE INC | $1,981.53万 | 4.12% | 11,674 | 21 | 0.2% | $3.56万 | 加仓 |
| GOOGL | ALPHABET INC | $1,948.85万 | 4.05% | 54,533 | 106 | 0.2% | $3.79万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $1,895.56万 | 3.94% | 55,585 | 395 | 0.7% | $13.47万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $1,306.55万 | 2.72% | 26,303 | 132 | 0.5% | $6.56万 | 加仓 |
| GEV | GE VERNOVA INC | $1,242.65万 | 2.58% | 10,577 | 69 | 0.7% | $8.11万 | 加仓 |
| CB | CHUBB LIMITED | $1,057.83万 | 2.20% | 31,045 | -83 | -0.3% | -$2.83万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $951.70万 | 1.98% | 21,103 | 65 | 0.3% | $2.93万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $793.29万 | 1.65% | 44,507 | -318 | -0.7% | -$5.67万 | 减仓 |
| MSFT | MICROSOFT CORP | $744.54万 | 1.55% | 19,960 | 264 | 1.3% | $9.85万 | 加仓 |
| ILMN | ILLUMINA INC | $690.36万 | 1.43% | 39,263 | 35 | 0.1% | $6,154 | 加仓 |
| NOW | SERVICENOW INC | $622.65万 | 1.29% | 62,717 | 1,182 | 1.9% | $11.73万 | 加仓 |
| ADBE | ADOBE INC | $466.63万 | 0.97% | 22,760 | -432 | -1.9% | -$8.86万 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $458.74万 | 0.95% | 40,177 | -595 | -1.5% | -$6.79万 | 减仓 |
| SBUX | STARBUCKS CORP | $452.25万 | 0.94% | 44,256 | 231 | 0.5% | $2.36万 | 加仓 |
| HD | HOME DEPOT INC | $309.98万 | 0.64% | 8,789 | 137 | 1.6% | $4.83万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $304.49万 | 0.63% | 34,692 | 745 | 2.2% | $6.54万 | 加仓 |
| DIS | DISNEY WALT CO | $282.59万 | 0.59% | 29,360 | 143 | 0.5% | $1.38万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $118.62万 | 0.25% | 1,268 | -16 | -1.2% | -$1.50万 | 减仓 |
| CAT | CATERPILLAR INC | $97.54万 | 0.20% | 916 | -8 | -0.9% | -$8,519 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $81.88万 | 0.17% | 3,224 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $81.20万 | 0.17% | 2,481 | -14 | -0.6% | -$4,582 | 减仓 |
| ABBV | ABBVIE INC | $60.22万 | 0.13% | 2,393 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $57.85万 | 0.12% | 912 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $51.94万 | 0.11% | 4,042 | -35 | -0.9% | -$4,497 | 减仓 |
| NUE | NUCOR CORP | $50.68万 | 0.11% | 2,275 | -10 | -0.4% | -$2,227 | 减仓 |
| GILD | GILEAD SCIENCES INC | $35.62万 | 0.07% | 2,819 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $30.07万 | 0.06% | 2,052 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $26.36万 | 0.05% | 2,905 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $23.50万 | 0.05% | 622 | -48 | -7.2% | -$1.81万 | 减仓 |
| INTC | INTEL CORP | $23.46万 | 0.05% | 1,680 | 1,680 | — | $23.46万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $22.13万 | 0.05% | 1,748 | 0 | 0.0% | — | 不变 |
| URGN | UROGEN PHARMA LTD | $0 | 0.00% | 0 | -34,701 | -100.0% | -$62.39万 | 清仓 |
| PLSE | PULSE BIOSCIENCES INC | $0 | 0.00% | 0 | -12,190 | -100.0% | -$26.32万 | 清仓 |
| V | VISA INC | $0 | 0.00% | 0 | -864 | -100.0% | -$26.12万 | 清仓 |
| AEP | AMERICAN ELEC PWR CO INC | $0 | 0.00% | 0 | -1,900 | -100.0% | -$24.91万 | 清仓 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $0 | 0.00% | 0 | -23,710 | -100.0% | -$22.57万 | 清仓 |
| MAR | MARRIOTT INTL INC NEW | $0 | 0.00% | 0 | -672 | -100.0% | -$21.98万 | 清仓 |
| EOLS | EVOLUS INC | $0 | 0.00% | 0 | -25,070 | -100.0% | -$10.30万 | 清仓 |