Roof Eidam Maycock Peralta, LLC
San Francisco CA · SEC CIK 0001028874
$5.08亿2026Q2 申报市值
127持仓数
48.9%前十大占比 · 第一大 10.5%
4 / 2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
SHY 新建仓+$1,103.02万
SHV 新建仓+$1,094.56万
JPST 加仓+$480.85万
VEA 加仓+$145.68万
INTC 新建仓+$44.47万
2026Q2 卖出最多 按季末市值估算
JQUA 减仓-$127.91万
IEUR 减仓-$106.31万
USMV 减仓-$45.11万
VB 减仓-$26.28万
HEFA 减仓-$24.17万
2026Q2 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | $5,312.27万 | 10.46% | 745,582 | 20,447 | 2.8% | $145.68万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $3,392.85万 | 6.68% | 670,922 | 95,087 | 16.5% | $480.85万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $2,480.38万 | 4.89% | 343,162 | -17,697 | -4.9% | -$127.91万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2,333.94万 | 4.60% | 98,637 | -971 | -1.0% | -$22.98万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $2,267.07万 | 4.47% | 263,185 | 1,573 | 0.6% | $13.55万 | 加仓 |
| VB | VANGUARD INDEX FDS | $2,260.73万 | 4.45% | 74,582 | -867 | -1.1% | -$26.28万 | 减仓 |
| IVV | ISHARES TR | $1,738.53万 | 3.42% | 23,215 | 162 | 0.7% | $12.13万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,700.87万 | 3.35% | 23,097 | 216 | 0.9% | $15.91万 | 加仓 |
| AAPL | APPLE INC | $1,678.73万 | 3.31% | 58,015 | 9 | 0.0% | $2,604 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,665.47万 | 3.28% | 206,711 | -561 | -0.3% | -$4.52万 | 减仓 |
| OEF | ISHARES TR | $1,641.80万 | 3.23% | 44,874 | -616 | -1.4% | -$22.54万 | 减仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $1,636.41万 | 3.22% | 347,102 | -709 | -0.2% | -$3.34万 | 减仓 |
| MINT | PIMCO ETF TR | $1,508.51万 | 2.97% | 149,639 | 2,478 | 1.7% | $24.98万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,354.70万 | 2.67% | 62,162 | 1,797 | 3.0% | $39.16万 | 加仓 |
| ESGD | ISHARES TR | $1,161.94万 | 2.29% | 113,018 | -317 | -0.3% | -$3.26万 | 减仓 |
| SHY | ISHARES TR | $1,103.02万 | 2.17% | 134,335 | 134,335 | — | $1,103.02万 | 新建仓 |
| SHV | ISHARES TR | $1,094.56万 | 2.16% | 99,190 | 99,190 | — | $1,094.56万 | 新建仓 |
| GOOG | ALPHABET INC | $880.39万 | 1.73% | 24,917 | -620 | -2.4% | -$21.91万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $589.06万 | 1.16% | 115,502 | -3,947 | -3.3% | -$20.13万 | 减仓 |
| SUSA | ISHARES TR | $577.39万 | 1.14% | 37,420 | -727 | -1.9% | -$11.22万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $539.00万 | 1.06% | 22,182 | -466 | -2.1% | -$11.32万 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $530.54万 | 1.04% | 139,396 | -83 | -0.1% | -$3,159 | 减仓 |
| DGRW | WISDOMTREE TR | $520.99万 | 1.03% | 54,485 | -1,096 | -2.0% | -$10.48万 | 减仓 |
| HEFA | ISHARES TR | $515.35万 | 1.02% | 109,825 | -5,150 | -4.5% | -$24.17万 | 减仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $472.19万 | 0.93% | 97,660 | 4,525 | 4.9% | $21.88万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $472.14万 | 0.93% | 14,424 | -265 | -1.8% | -$8.67万 | 减仓 |
| MSFT | MICROSOFT CORP | $457.50万 | 0.90% | 12,265 | -85 | -0.7% | -$3.17万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $378.88万 | 0.75% | 10,239 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $376.72万 | 0.74% | 18,827 | 50 | 0.3% | $1.00万 | 加仓 |
| IEUR | ISHARES TR | $373.71万 | 0.74% | 49,715 | -14,142 | -22.1% | -$106.31万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $343.84万 | 0.68% | 110,558 | 2,016 | 1.9% | $6.27万 | 加仓 |
| IYW | ISHARES TR | $338.19万 | 0.67% | 13,408 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $336.07万 | 0.66% | 9,795 | -50 | -0.5% | -$1.72万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $304.54万 | 0.60% | 6,086 | -11 | -0.2% | -$5,504 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $283.17万 | 0.56% | 17,529 | 2,147 | 14.0% | $34.68万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $273.17万 | 0.54% | 31,954 | -810 | -2.5% | -$6.92万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $245.26万 | 0.48% | 2,425 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $241.56万 | 0.48% | 3,683 | 1 | 0.0% | $656 | 加仓 |
| MA | MASTERCARD INCORPORATED | $236.51万 | 0.47% | 4,605 | -31 | -0.7% | -$1.59万 | 减仓 |
| MCK | MCKESSON CORP | $226.30万 | 0.45% | 2,995 | -20 | -0.7% | -$1.51万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $218.57万 | 0.43% | 11,061 | 260 | 2.4% | $5.14万 | 加仓 |
| AMZN | AMAZON COM INC | $202.78万 | 0.40% | 8,508 | -100 | -1.2% | -$2.38万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $178.04万 | 0.35% | 19,621 | -2,070 | -9.5% | -$18.78万 | 减仓 |
| MRK | MERCK & CO INC | $168.01万 | 0.33% | 13,075 | 0 | 0.0% | — | 不变 |
| — | FLEXSHARES TR | $158.81万 | 0.31% | 9,034 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $155.73万 | 0.31% | 16,145 | -4,677 | -22.5% | -$45.11万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $153.78万 | 0.30% | 6,055 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $150.32万 | 0.30% | 2,013 | 3 | 0.1% | $2,240 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 0.29% | 2 | 0 | 0.0% | — | 不变 |
| EFAV | ISHARES TR | $145.55万 | 0.29% | 16,594 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $140.87万 | 0.28% | 23,600 | -114 | -0.5% | -$6,805 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $135.96万 | 0.27% | 14,099 | 4 | 0.0% | $386 | 加仓 |
| DTE | DTE ENERGY CO | $130.47万 | 0.26% | 8,563 | 195 | 2.3% | $2.97万 | 加仓 |
| LLY | ELI LILLY & CO | $129.78万 | 0.26% | 1,082 | 0 | 0.0% | — | 不变 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $129.60万 | 0.26% | 27,610 | 1,075 | 4.1% | $5.05万 | 加仓 |
| ETN | EATON CORP PLC | $129.46万 | 0.25% | 3,038 | 0 | 0.0% | — | 不变 |
| VIGI | VANGUARD WHITEHALL FDS | $129.31万 | 0.25% | 13,847 | 27 | 0.2% | $2,521 | 加仓 |
| CVX | CHEVRON CORPORATION | $128.61万 | 0.25% | 7,759 | -25 | -0.3% | -$4,144 | 减仓 |
| KR | KROGER CO | $128.02万 | 0.25% | 23,055 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $126.13万 | 0.25% | 3,375 | -50 | -1.5% | -$1.87万 | 减仓 |
| WM | WASTE MGMT INC DEL | $122.14万 | 0.24% | 5,480 | -15 | -0.3% | -$3,343 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $111.87万 | 0.22% | 11,392 | -50 | -0.4% | -$4,910 | 减仓 |
| EFA | ISHARES TR | $111.75万 | 0.22% | 10,758 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $110.92万 | 0.22% | 8,113 | -300 | -3.6% | -$4.10万 | 减仓 |
| AIQ | GLOBAL X FDS | $105.42万 | 0.21% | 16,068 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $105.17万 | 0.21% | 5,520 | 0 | 0.0% | — | 不变 |
| CMF | ISHARES TR | $102.99万 | 0.20% | 17,867 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $102.58万 | 0.20% | 14,995 | 0 | 0.0% | — | 不变 |
| WPC | WP CAREY INC | $99.26万 | 0.20% | 13,883 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $95.63万 | 0.19% | 814 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $92.66万 | 0.18% | 3,295 | 0 | 0.0% | — | 不变 |
| IGRO | ISHARES TR | $87.93万 | 0.17% | 10,000 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $85.24万 | 0.17% | 4,613 | 0 | 0.0% | — | 不变 |
| IBMR | ISHARES TR | $84.04万 | 0.17% | 33,100 | 0 | 0.0% | — | 不变 |
| PYLD | PIMCO ETF TR | $83.05万 | 0.16% | 31,315 | 3 | 0.0% | $80 | 加仓 |
| IBMP | ISHARES TR | $82.31万 | 0.16% | 32,380 | 52 | 0.2% | $1,322 | 加仓 |
| IBMQ | ISHARES TR | $81.78万 | 0.16% | 31,969 | 45 | 0.1% | $1,151 | 加仓 |
| IBMO | ISHARES TR | $76.67万 | 0.15% | 29,904 | 50 | 0.2% | $1,282 | 加仓 |
| VOT | VANGUARD INDEX FDS | $75.96万 | 0.15% | 2,480 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $73.38万 | 0.14% | 5,007 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $71.50万 | 0.14% | 989 | -11 | -1.1% | -$7,953 | 减仓 |
| PEP | PEPSICO INC | $71.26万 | 0.14% | 5,263 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $70.69万 | 0.14% | 1,255 | -170 | -11.9% | -$9.58万 | 减仓 |
| COP | CONOCOPHILLIPS | $69.16万 | 0.14% | 6,653 | 0 | 0.0% | — | 不变 |
| SMLF | ISHARES TR | $67.51万 | 0.13% | 7,573 | 1,933 | 34.3% | $17.23万 | 加仓 |
| CSX | CSX CORP | $66.26万 | 0.13% | 13,941 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $64.97万 | 0.13% | 3,843 | 0 | 0.0% | — | 不变 |
| CAMT | CAMTEK LTD | $59.23万 | 0.12% | 3,631 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $56.13万 | 0.11% | 798 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $55.88万 | 0.11% | 23,207 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $55.09万 | 0.11% | 2,315 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $54.77万 | 0.11% | 1,450 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $54.58万 | 0.11% | 1,735 | 0 | 0.0% | — | 不变 |
| ESML | ISHARES TR | $52.29万 | 0.10% | 9,350 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $50.89万 | 0.10% | 741 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $50.58万 | 0.10% | 1,415 | 0 | 0.0% | — | 不变 |
| ILCG | ISHARES TR | $49.73万 | 0.10% | 4,250 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $48.85万 | 0.10% | 4,159 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $48.52万 | 0.10% | 16,485 | 0 | 0.0% | — | 不变 |
| PHG | KONINKLIJKE PHILIPS N V | $48.40万 | 0.10% | 17,800 | 635 | 3.7% | $1.73万 | 加仓 |