ROSENBLUM SILVERMAN SUTTON S F INC /CA
SAN FRANCISCO CA · SEC CIK 0000918893
$4.16亿2026Q2 申报市值
80持仓数
48.2%前十大占比 · 第一大 10.7%
7 / 4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
JAAA 新建仓+$756.72万
APH 新建仓+$729.93万
VCSH 加仓+$629.75万
XYZ 加仓+$308.33万
SGI 加仓+$297.18万
2026Q2 卖出最多 按季末市值估算
NVDA 减仓-$476.07万
Z 清仓-$447.92万
XYL 减仓-$418.74万
PGF 减仓-$165.48万
GOOG 减仓-$135.11万
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 | $4,463.49万 | 10.73% | 223,074 | -23,793 | -9.6% | -$476.07万 | 减仓 |
| AMZN | AMAZON COM INC | $2,242.02万 | 5.39% | 94,068 | -1,683 | -1.8% | -$40.11万 | 减仓 |
| GOOGL | ALPHABET INC | $2,054.03万 | 4.94% | 57,476 | -2,365 | -4.0% | -$84.52万 | 减仓 |
| V | VISA INC | $1,948.99万 | 4.68% | 56,807 | -504 | -0.9% | -$17.29万 | 减仓 |
| SN | SHARKNINJA INC | $1,782.46万 | 4.28% | 117,059 | -4,055 | -3.3% | -$61.75万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,713.68万 | 4.12% | 45,941 | -977 | -2.1% | -$36.44万 | 减仓 |
| META | META PLATFORMS INC | $1,665.95万 | 4.00% | 29,575 | -477 | -1.6% | -$26.87万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,623.51万 | 3.90% | 17,355 | -369 | -2.1% | -$34.52万 | 减仓 |
| NFLX | NETFLIX INC. | $1,331.57万 | 3.20% | 186,495 | -3,315 | -1.7% | -$23.67万 | 减仓 |
| JMBS | JANUS DETROIT STR TR | $1,245.55万 | 2.99% | 276,850 | 26,235 | 10.5% | $118.03万 | 加仓 |
| GOOG | ALPHABET INC | $1,169.43万 | 2.81% | 33,097 | -3,824 | -10.4% | -$135.11万 | 减仓 |
| CTAS | CINTAS CORP | $1,167.31万 | 2.80% | 68,633 | -1,641 | -2.3% | -$27.91万 | 减仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $968.47万 | 2.33% | 32,172 | -755 | -2.3% | -$22.73万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $937.54万 | 2.25% | 113,435 | -9,695 | -7.9% | -$80.13万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $921.90万 | 2.22% | 18,388 | -295 | -1.6% | -$14.79万 | 减仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $921.32万 | 2.21% | 172,210 | 705 | 0.4% | $3.77万 | 加仓 |
| FLOT | ISHARES TR | $877.96万 | 2.11% | 171,980 | 46,740 | 37.3% | $238.61万 | 加仓 |
| RDDT | REDDIT INC | $822.82万 | 1.98% | 47,403 | -1,210 | -2.5% | -$21.00万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $759.25万 | 1.82% | 23,195 | -230 | -1.0% | -$7.53万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $756.72万 | 1.82% | 149,875 | 149,875 | — | $756.72万 | 新建仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $742.25万 | 1.78% | 93,920 | 79,685 | 559.8% | $629.75万 | 加仓 |
| APH | AMPHENOL CORP | $729.93万 | 1.75% | 41,398 | 41,398 | — | $729.93万 | 新建仓 |
| DECK | DECKERS OUTDOOR CORP | $686.24万 | 1.65% | 69,115 | -488 | -0.7% | -$4.85万 | 减仓 |
| SNPS | SYNOPSYS INC | $618.83万 | 1.49% | 13,873 | -520 | -3.6% | -$23.20万 | 减仓 |
| CRM | SALESFORCE INC | $588.60万 | 1.41% | 37,572 | -2,483 | -6.2% | -$38.90万 | 减仓 |
| XYZ | BLOCK INC | $527.86万 | 1.27% | 69,455 | 40,570 | 140.5% | $308.33万 | 加仓 |
| PODD | INSULET CORP | $509.31万 | 1.22% | 33,452 | -550 | -1.6% | -$8.37万 | 减仓 |
| HD | HOME DEPOT INC | $495.11万 | 1.19% | 14,039 | -737 | -5.0% | -$25.99万 | 减仓 |
| BX | BLACKSTONE INC | $473.71万 | 1.14% | 40,257 | 3,750 | 10.3% | $44.13万 | 加仓 |
| OKTA | OKTA INC | $432.86万 | 1.04% | 31,723 | -1,383 | -4.2% | -$18.87万 | 减仓 |
| TSLA | TESLA INC | $408.82万 | 0.98% | 9,720 | -797 | -7.6% | -$33.52万 | 减仓 |
| DGRO | ISHARES TR | $391.44万 | 0.94% | 51,649 | 5,200 | 11.2% | $39.41万 | 加仓 |
| IWB | ISHARES TR | $389.28万 | 0.94% | 9,506 | 731 | 8.3% | $29.94万 | 加仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $383.53万 | 0.92% | 48,920 | 37,905 | 344.1% | $297.18万 | 加仓 |
| SAIA | SAIA INC | $361.69万 | 0.87% | 8,588 | -441 | -4.9% | -$18.57万 | 减仓 |
| IQV | IQVIA HLDGS INC | $298.87万 | 0.72% | 15,468 | 3,006 | 24.1% | $58.08万 | 加仓 |
| ADBE | ADOBE INC | $279.89万 | 0.67% | 13,652 | -3,406 | -20.0% | -$69.83万 | 减仓 |
| AAPL | APPLE INC | $279.51万 | 0.67% | 9,660 | 1,995 | 26.0% | $57.72万 | 加仓 |
| BAC | BANK OF AMER CORP | $266.21万 | 0.64% | 46,720 | 798 | 1.7% | $4.55万 | 加仓 |
| NOW | SERVICENOW INC | $244.33万 | 0.59% | 24,610 | -2,210 | -8.2% | -$21.94万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $227.33万 | 0.55% | 3,232 | -137 | -4.1% | -$9.64万 | 减仓 |
| CWB | SPDR SERIES TRUST | $205.86万 | 0.49% | 19,093 | -595 | -3.0% | -$6.42万 | 减仓 |
| TJX | TJX COS INC NEW | $192.65万 | 0.46% | 12,716 | 2,748 | 27.6% | $41.63万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $167.64万 | 0.40% | 2,245 | 141 | 6.7% | $10.53万 | 加仓 |
| IJT | ISHARES TR | $136.68万 | 0.33% | 7,653 | -474 | -5.8% | -$8.47万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $135.13万 | 0.32% | 8,261 | -185 | -2.2% | -$3.03万 | 减仓 |
| DT | DYNATRACE INC | $132.81万 | 0.32% | 30,247 | -19,691 | -39.4% | -$86.46万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $126.56万 | 0.30% | 4,132 | 180 | 4.6% | $5.51万 | 加仓 |
| VB | VANGUARD INDEX FDS | $122.70万 | 0.29% | 4,048 | -40 | -1.0% | -$1.21万 | 减仓 |
| MS | MORGAN STANLEY | $116.97万 | 0.28% | 5,596 | -19 | -0.3% | -$3,972 | 减仓 |
| IWF | ISHARES TR | $113.73万 | 0.27% | 9,159 | 59 | 0.6% | $7,326 | 加仓 |
| SPYG | SPDR SERIES TRUST | $108.23万 | 0.26% | 9,095 | 25 | 0.3% | $2,975 | 加仓 |
| ILMN | ILLUMINA INC | $107.91万 | 0.26% | 6,137 | 0 | 0.0% | — | 不变 |
| AOR | ISHARES TR | $94.17万 | 0.23% | 13,550 | 13,550 | — | $94.17万 | 新建仓 |
| IJH | ISHARES TR | $90.55万 | 0.22% | 11,743 | -247 | -2.1% | -$1.90万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $75.76万 | 0.18% | 1,103 | 130 | 13.4% | $8.93万 | 加仓 |
| QLD | PROSHARES TR | $72.23万 | 0.17% | 7,465 | -150 | -2.0% | -$1.45万 | 减仓 |
| IWO | ISHARES TR | $65.99万 | 0.16% | 1,675 | -31 | -1.8% | -$1.22万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $59.30万 | 0.14% | 10,500 | 10,500 | — | $59.30万 | 新建仓 |
| XYL | XYLEM INC | $56.81万 | 0.14% | 4,806 | -35,426 | -88.1% | -$418.74万 | 减仓 |
| PGF | INVESCO EXCHANGE TRADED FD T | $56.00万 | 0.13% | 40,845 | -120,701 | -74.7% | -$165.48万 | 减仓 |
| TIP | ISHARES TR | $55.48万 | 0.13% | 5,070 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $54.94万 | 0.13% | 3,234 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $54.46万 | 0.13% | 1,042 | -12 | -1.1% | -$6,272 | 减仓 |
| SLYG | SPDR SERIES TRUST | $50.83万 | 0.12% | 4,267 | 97 | 2.3% | $1.16万 | 加仓 |
| NTRA | NATERA INC | $50.22万 | 0.12% | 1,850 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $46.04万 | 0.11% | 920 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $42.13万 | 0.10% | 1,035 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $38.19万 | 0.09% | 510 | 5 | 1.0% | $3,744 | 加仓 |
| CVX | CHEVRON CORPORATION | $37.01万 | 0.09% | 2,232 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $33.21万 | 0.08% | 1,221 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $31.19万 | 0.07% | 1,644 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $25.01万 | 0.06% | 629 | 0 | 0.0% | — | 不变 |
| — | BANK OF AMER CORP | $24.59万 | 0.06% | 196 | 0 | 0.0% | — | 不变 |
| — | PROSHARES TR | $24.21万 | 0.06% | 2,630 | 2,630 | — | $24.21万 | 新建仓 |
| CMF | ISHARES TR | $24.12万 | 0.06% | 4,185 | 4,185 | — | $24.12万 | 新建仓 |
| WK | WORKIVA INC | $21.89万 | 0.05% | 4,513 | -22,753 | -83.4% | -$110.37万 | 减仓 |
| QQQ | INVESCO QQQ TR | $21.50万 | 0.05% | 292 | 292 | — | $21.50万 | 新建仓 |
| IWP | ISHARES TR | $20.06万 | 0.05% | 1,370 | -100 | -6.8% | -$1.46万 | 重新持有 |
| NAC | NUVEEN CA DIVI ADV MUN | $13.87万 | 0.03% | 11,440 | 0 | 0.0% | — | 不变 |
| Z | ZILLOW GROUP INC | $0 | 0.00% | 0 | -108,245 | -100.0% | -$447.92万 | 清仓 |
| BRBR | BELLRING BRANDS INC | $0 | 0.00% | 0 | -47,113 | -100.0% | -$75.80万 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -3,486 | -100.0% | -$41.21万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -4,575 | -100.0% | -$20.69万 | 清仓 |