WD RUTHERFORD LLC
PORTLAND OR · SEC CIK 0001841015
$2.76亿2026Q2 申报市值
75持仓数
36.1%前十大占比 · 第一大 7.8%
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
LLY 新建仓+$449.31万
HONA 新建仓+$301.84万
MU 加仓+$257.29万
GLW 加仓+$178.49万
INTC 新建仓+$169.48万
2026Q2 卖出最多 按季末市值估算
Honeywell Intl. 清仓-$508.07万
AMD 减仓-$463.74万
Honeywell Intl. 重新持有-$230.61万
ISRG 减仓-$222.46万
BSX 清仓-$205.04万
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 Corp. | $2,150.47万 | 7.78% | 107,475 | -3,017 | -2.7% | -$60.37万 | 减仓 |
| AMD | Advanced Micro Devices, Inc. | $1,124.76万 | 4.07% | 19,362 | -7,983 | -29.2% | -$463.74万 | 减仓 |
| GOOGL | Alphabet Inc. Class A | $1,111.85万 | 4.02% | 31,112 | 1,242 | 4.2% | $44.39万 | 加仓 |
| CRWD | CrowdStrike Holdings, Inc | $1,027.72万 | 3.72% | 13,467 | -1,134 | -7.8% | -$86.54万 | 减仓 |
| PANW | Palo Alto Networks Inc | $863.74万 | 3.13% | 25,328 | -1,057 | -4.0% | -$36.05万 | 减仓 |
| ANET | Arista Networks Inc. | $816.99万 | 2.96% | 48,092 | -2,013 | -4.0% | -$34.20万 | 减仓 |
| AAPL | Apple Inc. | $815.53万 | 2.95% | 28,184 | -713 | -2.5% | -$20.63万 | 减仓 |
| GE | GE Aerospace | $693.19万 | 2.51% | 18,548 | -369 | -2.0% | -$13.79万 | 减仓 |
| AMZN | Amazon Inc. | $686.80万 | 2.49% | 28,816 | 243 | 0.9% | $5.79万 | 加仓 |
| MU | Micron Technology, Inc | $684.49万 | 2.48% | 5,930 | 2,229 | 60.2% | $257.29万 | 加仓 |
| GEV | GE Vernova Inc | $665.09万 | 2.41% | 5,661 | -61 | -1.1% | -$7.17万 | 减仓 |
| JPM | JPMorgan Chase & Co. | $656.49万 | 2.38% | 20,056 | -342 | -1.7% | -$11.19万 | 减仓 |
| CMI | Cummins Inc. | $619.78万 | 2.24% | 8,690 | -371 | -4.1% | -$26.46万 | 减仓 |
| LRCX | Lam Research Corp. | $588.90万 | 2.13% | 13,590 | 1,309 | 10.7% | $56.72万 | 加仓 |
| MSFT | Microsoft Corp. | $568.11万 | 2.06% | 15,230 | -377 | -2.4% | -$14.06万 | 减仓 |
| GS | Goldman Sachs Group Inc. | $545.74万 | 1.98% | 5,396 | -2 | -0.0% | -$2,023 | 减仓 |
| CAT | Caterpillar Inc. | $543.31万 | 1.97% | 5,102 | -149 | -2.8% | -$15.87万 | 减仓 |
| TSM | Taiwan Semiconductor (Taiwan) | $540.08万 | 1.96% | 11,309 | 123 | 1.1% | $5.87万 | 加仓 |
| CASY | Casey's General Stores, Inc. | $532.59万 | 1.93% | 6,701 | -592 | -8.1% | -$47.05万 | 减仓 |
| COST | Costco Wholesale Inc. | $529.38万 | 1.92% | 5,659 | -48 | -0.8% | -$4.49万 | 减仓 |
| V | Visa Inc. | $505.03万 | 1.83% | 14,720 | -232 | -1.6% | -$7.96万 | 减仓 |
| SNOW | Snowflake Inc. | $501.54万 | 1.82% | 19,707 | -1,975 | -9.1% | -$50.26万 | 减仓 |
| VRT | Vertiv Holdings Co CL A | $486.02万 | 1.76% | 14,516 | -704 | -4.6% | -$23.57万 | 减仓 |
| TJX | TJX Companies Inc. | $479.85万 | 1.74% | 31,673 | 1,787 | 6.0% | $27.07万 | 加仓 |
| META | Meta Platforms Inc (Facebook) | $479.59万 | 1.74% | 8,514 | -91 | -1.1% | -$5.13万 | 减仓 |
| HOOD | Robinhood Markets, Inc. | $453.08万 | 1.64% | 45,181 | -869 | -1.9% | -$8.71万 | 减仓 |
| LLY | Eli Lilly and Company | $449.31万 | 1.63% | 3,746 | 3,746 | — | $449.31万 | 新建仓 |
| MA | Mastercard Inc. | $439.80万 | 1.59% | 8,563 | -71 | -0.8% | -$3.65万 | 减仓 |
| HD | Home Depot Inc. | $438.56万 | 1.59% | 12,435 | -152 | -1.2% | -$5.36万 | 减仓 |
| URI | United Rentals, Inc. | $429.14万 | 1.55% | 3,788 | 54 | 1.4% | $6.12万 | 加仓 |
| WMT | Wal-Mart Stores | $397.17万 | 1.44% | 35,067 | 4,514 | 14.8% | $51.13万 | 加仓 |
| CVX | Chevron Corp. | $394.54万 | 1.43% | 23,802 | -299 | -1.2% | -$4.96万 | 减仓 |
| MCK | McKesson Corporation | $387.09万 | 1.40% | 5,123 | 344 | 7.2% | $25.99万 | 加仓 |
| APP | AppLovin Corporation | $355.66万 | 1.29% | 6,903 | -120 | -1.7% | -$6.18万 | 减仓 |
| NFLX | Netflix | $348.72万 | 1.26% | 48,840 | 1,114 | 2.3% | $7.95万 | 加仓 |
| NET | Cloudflare, Inc. | $347.13万 | 1.26% | 14,153 | 4,719 | 50.0% | $115.74万 | 加仓 |
| NEE | Nextera Energy Inc. | $319.94万 | 1.16% | 36,452 | 3,033 | 9.1% | $26.62万 | 加仓 |
| COHR | Coherent Corp. | $319.13万 | 1.16% | 8,090 | 1,761 | 27.8% | $69.47万 | 加仓 |
| SYK | Stryker Corp. | $312.42万 | 1.13% | 9,923 | -867 | -8.0% | -$27.30万 | 减仓 |
| HONA | Honeywell Aerospace Inc. | $301.84万 | 1.09% | 13,653 | 13,653 | — | $301.84万 | 新建仓 |
| AXP | American Express Company | $289.51万 | 1.05% | 8,559 | 1,006 | 13.3% | $34.03万 | 加仓 |
| — | Honeywell Intl. Inc | $263.38万 | 0.95% | 11,764 | -10,300 | -46.7% | -$230.61万 | 重新持有 |
| GLW | Corning Inc. | $245.85万 | 0.89% | 9,625 | 6,988 | 265.0% | $178.49万 | 加仓 |
| USB | US Bancorp | $215.83万 | 0.78% | 35,733 | -6,909 | -16.2% | -$41.73万 | 减仓 |
| AMAT | Applied Materials | $209.53万 | 0.76% | 2,898 | -1,630 | -36.0% | -$117.85万 | 减仓 |
| RDDT | Reddit, Inc. | $196.42万 | 0.71% | 11,316 | -846 | -7.0% | -$14.68万 | 减仓 |
| INTC | Intel Corp. | $169.48万 | 0.61% | 12,138 | 12,138 | — | $169.48万 | 新建仓 |
| BSAC | Banco Santander (Chile) | $159.68万 | 0.58% | 115,708 | -1,220 | -1.0% | -$1.68万 | 减仓 |
| GOOG | Alphabet Inc. Class C | $155.47万 | 0.56% | 4,400 | -604 | -12.1% | -$21.34万 | 减仓 |
| WM | Waste Management Inc. | $129.67万 | 0.47% | 5,818 | -343 | -5.6% | -$7.64万 | 减仓 |
| CLS | Celestica Inc. (Canada) | $129.14万 | 0.47% | 3,540 | 821 | 30.2% | $29.95万 | 加仓 |
| SHOP | Shopify Inc. | $127.21万 | 0.46% | 11,141 | -7,882 | -41.4% | -$90.00万 | 减仓 |
| AEP | American Electric Power | $114.93万 | 0.42% | 8,401 | -65 | -0.8% | -$8,893 | 减仓 |
| TMUS | T-Mobile US, Inc. | $102.80万 | 0.37% | 6,129 | -3,113 | -33.7% | -$52.21万 | 减仓 |
| ISRG | Intuitive Surgical | $92.34万 | 0.33% | 2,322 | -5,594 | -70.7% | -$222.46万 | 减仓 |
| SOLS | Solstice Advanced Materials, I | $91.68万 | 0.33% | 10,348 | 1,088 | 11.7% | $9.64万 | 加仓 |
| NOW | ServiceNow Inc. | $88.07万 | 0.32% | 8,871 | -10,327 | -53.8% | -$102.53万 | 减仓 |
| CAH | Cardinal Health, Inc. | $80.63万 | 0.29% | 3,394 | 719 | 26.9% | $17.08万 | 加仓 |
| ORLY | O'Reilly Automotive Inc | $79.97万 | 0.29% | 8,684 | -2,490 | -22.3% | -$22.93万 | 减仓 |
| ZS | Zscaler, Inc. | $75.85万 | 0.27% | 5,374 | 516 | 10.6% | $7.28万 | 加仓 |
| FTNT | Fortinet, Inc. | $70.77万 | 0.26% | 4,607 | -1,485 | -24.4% | -$22.81万 | 减仓 |
| LIN | Linde PLC (UK) | $64.61万 | 0.23% | 1,245 | 1,245 | — | $64.61万 | 新建仓 |
| FIX | Comfort Systems USA, Inc. | $63.82万 | 0.23% | 322 | 5 | 1.6% | $9,910 | 加仓 |
| MS | Morgan Stanley | $53.91万 | 0.20% | 2,579 | 546 | 26.9% | $11.41万 | 加仓 |
| TMO | Thermo Fisher Scientific | $52.89万 | 0.19% | 1,055 | -128 | -10.8% | -$6.42万 | 减仓 |
| LNTH | Lantheus Holdings, Inc. | $49.38万 | 0.18% | 4,451 | 4,451 | — | $49.38万 | 新建仓 |
| PSA | Public Storage (REIT) | $44.44万 | 0.16% | 1,396 | -217 | -13.5% | -$6.91万 | 减仓 |
| OTIS | Otis Worldwide Corp. | $43.98万 | 0.16% | 6,142 | -15,823 | -72.0% | -$113.29万 | 减仓 |
| IDXX | IDEXX Laboratories Inc. | $43.85万 | 0.16% | 833 | -23 | -2.7% | -$1.21万 | 减仓 |
| RTX | RTX Corp (Raytheon) | $41.32万 | 0.15% | 2,178 | 223 | 11.4% | $4.23万 | 加仓 |
| EPD | Enterprise Products Partners L | $39.59万 | 0.14% | 10,770 | 10,770 | — | $39.59万 | 新建仓 |
| CRM | Salesforce.com Inc. | $36.53万 | 0.13% | 2,332 | -5,953 | -71.9% | -$93.26万 | 减仓 |
| SPOT | Spotify Technology SA (Luxemborg) | $36.00万 | 0.13% | 784 | -904 | -53.6% | -$41.51万 | 减仓 |
| SRE | Sempra | $32.89万 | 0.12% | 3,548 | 1,238 | 53.6% | $11.48万 | 加仓 |
| LHX | L3Harris Technologies, Inc. | $23.39万 | 0.08% | 805 | 805 | — | $23.39万 | 新建仓 |
| — | Honeywell Intl. Inc | $0 | 0.00% | 0 | -22,478 | -100.0% | -$508.07万 | 清仓 |
| BSX | Boston Scientific Corp. | $0 | 0.00% | 0 | -32,675 | -100.0% | -$205.04万 | 清仓 |
| MCD | McDonalds Corp. | $0 | 0.00% | 0 | -1,425 | -100.0% | -$44.29万 | 清仓 |
| AZO | AutoZone Inc. | $0 | 0.00% | 0 | -86 | -100.0% | -$29.05万 | 清仓 |