ROSENBLUM SILVERMAN SUTTON S F INC /CA
SAN FRANCISCO CA · SEC CIK 0000918893
$3.82亿2026Q1 申报市值
76持仓数
50.4%前十大占比 · 第一大 11.3%
0 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
XYZ 加仓+$123.91万
JBND 加仓+$75.09万
VCIT 加仓+$65.62万
JMBS 加仓+$51.73万
VCSH 加仓+$50.38万
2026Q1 卖出最多 按季末市值估算
NVDA 减仓-$93.55万
BRBR 减仓-$78.37万
ZTS 减仓-$75.04万
ADBE 减仓-$53.11万
GOOG 减仓-$52.78万
2026Q1 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 | $4,305.36万 | 11.26% | 246,867 | -5,364 | -2.1% | -$93.55万 | 减仓 |
| AMZN | AMAZON COM INC | $1,994.21万 | 5.22% | 95,751 | -705 | -0.7% | -$14.68万 | 减仓 |
| NFLX | NETFLIX INC. | $1,825.02万 | 4.77% | 189,810 | 275 | 0.1% | $2.64万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,766.08万 | 4.62% | 17,724 | -238 | -1.3% | -$23.72万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,736.77万 | 4.54% | 46,918 | -221 | -0.5% | -$8.18万 | 减仓 |
| V | VISA INC | $1,732.17万 | 4.53% | 57,311 | -357 | -0.6% | -$10.79万 | 减仓 |
| GOOGL | ALPHABET INC | $1,720.78万 | 4.50% | 59,841 | -1,400 | -2.3% | -$40.26万 | 减仓 |
| META | META PLATFORMS INC | $1,719.37万 | 4.50% | 30,052 | -70 | -0.2% | -$4.00万 | 减仓 |
| SN | SHARKNINJA INC | $1,282.60万 | 3.35% | 121,114 | -1,135 | -0.9% | -$12.02万 | 减仓 |
| CTAS | CINTAS CORP | $1,188.61万 | 3.11% | 70,274 | -760 | -1.1% | -$12.85万 | 减仓 |
| JMBS | JANUS DETROIT STR TR | $1,132.28万 | 2.96% | 250,615 | 11,450 | 4.8% | $51.73万 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $1,089.46万 | 2.85% | 32,927 | -253 | -0.8% | -$8.37万 | 减仓 |
| GOOG | ALPHABET INC | $1,059.12万 | 2.77% | 36,921 | -1,840 | -4.7% | -$52.78万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,018.90万 | 2.67% | 123,130 | 7,930 | 6.9% | $65.62万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $922.18万 | 2.41% | 171,505 | 13,965 | 8.9% | $75.09万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $918.33万 | 2.40% | 18,683 | -180 | -1.0% | -$8.85万 | 减仓 |
| CRM | SALESFORCE INC | $747.71万 | 1.96% | 40,055 | -929 | -2.3% | -$17.34万 | 减仓 |
| PODD | INSULET CORP | $713.50万 | 1.87% | 34,002 | 197 | 0.6% | $4.13万 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $696.66万 | 1.82% | 69,603 | -690 | -1.0% | -$6.91万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $689.07万 | 1.80% | 23,425 | -84 | -0.4% | -$2.47万 | 减仓 |
| RDDT | REDDIT INC | $654.57万 | 1.71% | 48,613 | -85 | -0.2% | -$1.14万 | 减仓 |
| FLOT | ISHARES TR | $638.10万 | 1.67% | 125,240 | 3,075 | 2.5% | $15.67万 | 加仓 |
| SNPS | SYNOPSYS INC | $570.65万 | 1.49% | 14,393 | 67 | 0.5% | $2.66万 | 加仓 |
| HD | HOME DEPOT INC | $485.95万 | 1.27% | 14,776 | -389 | -2.6% | -$12.79万 | 减仓 |
| XYL | XYLEM INC | $480.77万 | 1.26% | 40,232 | 175 | 0.4% | $2.09万 | 加仓 |
| Z | ZILLOW GROUP INC | $447.92万 | 1.17% | 108,245 | 5,600 | 5.5% | $23.17万 | 加仓 |
| BX | BLACKSTONE INC | $419.79万 | 1.10% | 36,507 | 156 | 0.4% | $1.79万 | 加仓 |
| ADBE | ADOBE INC | $414.65万 | 1.08% | 17,058 | -2,185 | -11.4% | -$53.11万 | 减仓 |
| TSLA | TESLA INC | $390.97万 | 1.02% | 10,517 | -280 | -2.6% | -$10.41万 | 减仓 |
| DGRO | ISHARES TR | $325.98万 | 0.85% | 46,449 | 1,210 | 2.7% | $8.49万 | 加仓 |
| SAIA | SAIA INC | $317.17万 | 0.83% | 9,029 | -427 | -4.5% | -$15.00万 | 减仓 |
| IWB | ISHARES TR | $312.88万 | 0.82% | 8,775 | 928 | 11.8% | $33.09万 | 加仓 |
| NOW | SERVICENOW INC | $280.40万 | 0.73% | 26,820 | -100 | -0.4% | -$1.05万 | 减仓 |
| OKTA | OKTA INC | $260.58万 | 0.68% | 33,106 | 20 | 0.1% | $1,574 | 加仓 |
| BAC | BANK AMERICA CORP | $223.87万 | 0.59% | 45,922 | -260 | -0.6% | -$1.27万 | 减仓 |
| PGF | INVESCO EXCHANGE TRADED FD T | $222.29万 | 0.58% | 161,546 | 6,256 | 4.0% | $8.61万 | 加仓 |
| IQV | IQVIA HLDGS INC | $212.53万 | 0.56% | 12,462 | 990 | 8.6% | $16.88万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $207.80万 | 0.54% | 3,369 | -27 | -0.8% | -$1.67万 | 减仓 |
| AAPL | APPLE INC | $194.54万 | 0.51% | 7,665 | -1,190 | -13.4% | -$30.20万 | 减仓 |
| DT | DYNATRACE INC | $184.67万 | 0.48% | 49,938 | -10,575 | -17.5% | -$39.11万 | 减仓 |
| CWB | SPDR SERIES TRUST | $180.18万 | 0.47% | 19,688 | -100 | -0.5% | -$9,152 | 减仓 |
| XYZ | BLOCK INC | $173.83万 | 0.45% | 28,885 | 20,590 | 248.2% | $123.91万 | 加仓 |
| WK | WORKIVA INC | $162.59万 | 0.43% | 27,266 | 30 | 0.1% | $1,789 | 加仓 |
| TJX | TJX COS INC NEW | $159.19万 | 0.42% | 9,968 | 140 | 1.4% | $2.24万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $145.76万 | 0.38% | 8,446 | -761 | -8.3% | -$13.13万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $136.82万 | 0.36% | 2,104 | -24 | -1.1% | -$1.56万 | 减仓 |
| IJT | ISHARES TR | $117.60万 | 0.31% | 8,127 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $112.84万 | 0.30% | 14,235 | 6,355 | 80.6% | $50.38万 | 加仓 |
| VB | VANGUARD INDEX FDS | $107.07万 | 0.28% | 4,088 | 70 | 1.7% | $1.83万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $101.70万 | 0.27% | 3,952 | 805 | 25.6% | $20.72万 | 加仓 |
| IWF | ISHARES TR | $97.01万 | 0.25% | 2,275 | 276 | 13.8% | $11.77万 | 加仓 |
| MS | MORGAN STANLEY | $92.41万 | 0.24% | 5,615 | -40 | -0.7% | -$6,583 | 减仓 |
| SPYG | SPDR SERIES TRUST | $88.81万 | 0.23% | 9,070 | 900 | 11.0% | $8.81万 | 加仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $81.42万 | 0.21% | 11,015 | 190 | 1.8% | $1.40万 | 加仓 |
| IJH | ISHARES TR | $80.97万 | 0.21% | 11,990 | 0 | 0.0% | — | 不变 |
| BRBR | BELLRING BRANDS INC | $75.80万 | 0.20% | 47,113 | -48,705 | -50.8% | -$78.37万 | 减仓 |
| ILMN | ILLUMINA INC | $75.64万 | 0.20% | 6,137 | -420 | -6.4% | -$5.18万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $58.14万 | 0.15% | 973 | 66 | 7.3% | $3.94万 | 加仓 |
| TIP | ISHARES TR | $55.95万 | 0.15% | 5,070 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $53.54万 | 0.14% | 1,706 | 303 | 21.6% | $9.51万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $48.84万 | 0.13% | 1,054 | 30 | 2.9% | $1.39万 | 加仓 |
| QLD | PROSHARES TR | $46.45万 | 0.12% | 7,615 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $46.17万 | 0.12% | 2,232 | 2 | 0.1% | $414 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $44.09万 | 0.12% | 920 | -25 | -2.6% | -$1.20万 | 减仓 |
| SPGI | S&P GLOBAL INC | $44.01万 | 0.12% | 1,035 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $41.21万 | 0.11% | 3,486 | -6,348 | -64.6% | -$75.04万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $40.29万 | 0.11% | 4,170 | 211 | 5.3% | $2.04万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $39.71万 | 0.10% | 3,234 | 0 | 0.0% | — | 不变 |
| NTRA | NATERA INC | $37.00万 | 0.10% | 1,850 | -50 | -2.6% | -$10,000 | 减仓 |
| IVV | ISHARES TR | $32.99万 | 0.09% | 505 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $31.71万 | 0.08% | 1,644 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $29.62万 | 0.08% | 1,221 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $29.00万 | 0.08% | 629 | 0 | 0.0% | — | 不变 |
| — | BANK AMERICA CORP | $23.35万 | 0.06% | 196 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $20.69万 | 0.05% | 4,575 | -325 | -6.6% | -$1.47万 | 减仓 |
| NAC | NUVEEN CA DIVI ADV MUN | $13.33万 | 0.03% | 11,440 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -6,221 | -100.0% | -$39.63万 | 清仓 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -1,400 | -100.0% | -$22.54万 | 清仓 |
| IWP | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AGNC | AGNC INVT CORP | $0 | 0.00% | 0 | -10,200 | -100.0% | -$10.93万 | 清仓 |