小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
ROTHSCHILD INVESTMENT LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
ROTHSCHILD INVESTMENT LLC
报告期 2026-03-31 · CIK 0000085338
持仓数
3,605
前50大市值合计
$1.01B
报告期
2026-03-31
当前持仓
调仓
前 50 大持仓
标的
类型
市值
股数
占比*
NVDA
NVIDIA CORPORATION COM
Stock
$72.4M
415,340
7.2%
AAPL
APPLE INC COM
Stock
$67.0M
264,002
6.6%
GOOGL
ALPHABET INC CAP STK CL A
Stock
$49.7M
172,756
4.9%
JPM
JPMORGAN CHASE & CO COM
Stock
$42.0M
142,747
4.2%
PRF
INVESCO RAFI US 1000 ETF
ETF
$30.6M
643,009
3.0%
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
Stock
$30.2M
63,036
3.0%
AMZN
AMAZON COM INC COM
Stock
$30.2M
144,961
3.0%
MSFT
MICROSOFT CORP COM
Stock
$29.2M
78,974
2.9%
GOOG
ALPHABET INC CAP STK CL C
Stock
$26.1M
91,014
2.6%
—
EXXON MOBIL CORP COM
Stock
$24.0M
141,473
2.4%
JNJ
JOHNSON & JOHNSON COM
Stock
$23.8M
97,419
2.4%
CGDG
CAPITAL GROUP DIVIDEND GROWERS ETF
ETF
$23.7M
660,932
2.3%
BX
BLACKSTONE INC COM
Stock
$23.6M
205,139
2.3%
ABBV
ABBVIE INC COM
Stock
$23.1M
106,014
2.3%
CVX
CHEVRON CORPORATION COM
Stock
$22.4M
108,199
2.2%
FYLD
CAMBRIA FOREIGN SHAREHOLDER YIELD ETF
ETF
$21.8M
583,866
2.2%
AVUV
AVANTIS U.S. SMALL CAP VALUE ETF
ETF
$21.2M
191,935
2.1%
COST
COSTCO WHOLESALE CORPORATION COM
Stock
$20.9M
21,008
2.1%
SYLD
CAMBRIA SHAREHOLDER YIELD ETF
ETF
$20.8M
275,419
2.1%
AMGN
AMGEN INC COM
Stock
$20.5M
58,225
2.0%
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
ETF
$19.8M
349,632
2.0%
SPY
STATE STREET SPDR S&P 500 ETF
ETF
$18.7M
28,821
1.9%
VIG
VANGUARD DIVIDEND APPRECIATION ETF
ETF
$18.3M
85,124
1.8%
META
META PLATFORMS INC CL A
Stock
$17.5M
30,515
1.7%
NFLX
NETFLIX INC. COM
Stock
$16.3M
169,683
1.6%
CAT
CATERPILLAR INC COM
Stock
$16.2M
22,845
1.6%
HON
HONEYWELL INTL INC COM
Stock
$14.4M
63,667
1.4%
BBIN
JPMORGAN BETABUILDERS INTERNATIONAL EQUITY ETF
ETF
$14.2M
194,077
1.4%
GE
GE AEROSPACE COM NEW
Stock
$14.0M
49,289
1.4%
GD
GENERAL DYNAMICS CORP COM
Stock
$13.7M
39,986
1.4%
AVGO
BROADCOM INC COM
Stock
$13.3M
42,846
1.3%
ITW
ILLINOIS TOOL WKS INC COM
Stock
$12.8M
49,361
1.3%
TMO
THERMO FISHER SCIENTIFIC INC COM
Stock
$12.6M
25,700
1.2%
CGDV
CAPITAL GROUP DIVIDEND VALUE ETF
ETF
$12.5M
293,226
1.2%
PANW
PALO ALTO NETWORKS INC COM
Stock
$12.4M
77,199
1.2%
CGGO
CAPITAL GROUP GLOBAL GROWTH EQUITY ETF
ETF
$12.3M
367,839
1.2%
IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
ETF
$12.2M
232,639
1.2%
JEPQ
JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF
ETF
$11.8M
212,866
1.2%
CSCO
CISCO SYS INC COM
Stock
$11.8M
151,594
1.2%
MRK
MERCK & CO INC COM
Stock
$11.7M
97,156
1.2%
VOO
VANGUARD S&P 500 ETF
ETF
$11.1M
18,575
1.1%
ORCL
ORACLE CORP COM
Stock
$11.1M
75,395
1.1%
PAVE
GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF
ETF
$10.8M
213,107
1.1%
DLR
DIGITAL RLTY TR INC COM
REIT
$10.4M
57,502
1.0%
CBOE
CBOE GLOBAL MKTS INC COM
Stock
$10.3M
36,563
1.0%
V
VISA INC COM CL A
Stock
$9.7M
31,964
1.0%
SO
SOUTHERN CO COM
Stock
$9.7M
99,981
1.0%
AIG
AMERICAN INTL GROUP INC COM NEW
Stock
$9.6M
127,598
0.9%
LLY
ELI LILLY & CO COM
Stock
$9.6M
10,413
0.9%
SYK
STRYKER CORPORATION COM
Stock
$9.6M
29,109
0.9%
* 占比按本页前 50 大持仓市值合计计算
持仓集中度
按前 50 大市值
29%
前 6 大占比
NVDA
7.2%
AAPL
6.6%
GOOGL
4.9%
JPM
4.2%
PRF
3.0%
BRK/B
3.0%
其他
71.1%
