Roof Eidam Maycock Peralta, LLC
San Francisco CA · SEC CIK 0001028874
$4.36亿2026Q1 申报市值
125持仓数
50.3%前十大占比 · 第一大 10.7%
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
VEA 加仓+$151.45万
JPST 加仓+$85.11万
VO 加仓+$64.90万
IVV 加仓+$45.40万
JSCP 加仓+$43.32万
2026Q1 卖出最多 按季末市值估算
MINT 减仓-$164.63万
T 清仓-$31.07万
AMZN 减仓-$28.51万
HRB 清仓-$21.79万
QBTS 清仓-$20.40万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $327.47万 | 0.75% | 18,777 | -5 | -0.0% | -$872 | 减仓 |
| VTI | VANGUARD INDEX FDS | $328.48万 | 0.75% | 10,239 | 275 | 2.8% | $8.82万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $432.09万 | 0.99% | 14,689 | -2 | -0.0% | -$588 | 减仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $445.37万 | 1.02% | 93,135 | 0 | 0.0% | — | 不变 |
| IEUR | ISHARES TR | $448.72万 | 1.03% | 63,857 | 928 | 1.5% | $6.52万 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $452.33万 | 1.04% | 139,479 | -704 | -0.5% | -$2.28万 | 减仓 |
| MSFT | MICROSOFT CORP | $457.16万 | 1.05% | 12,350 | 0 | 0.0% | — | 不变 |
| DGRW | WISDOMTREE TR | $488.22万 | 1.12% | 55,581 | -22 | -0.0% | -$1,932 | 减仓 |
| HEFA | ISHARES TR | $488.59万 | 1.12% | 114,975 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $492.04万 | 1.13% | 22,648 | 1,233 | 5.8% | $26.79万 | 加仓 |
| SUSA | ISHARES TR | $503.92万 | 1.16% | 38,147 | -1,017 | -2.6% | -$13.43万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $608.95万 | 1.40% | 119,449 | 5,250 | 4.6% | $26.76万 | 加仓 |
| GOOG | ALPHABET INC | $732.55万 | 1.68% | 25,537 | -456 | -1.8% | -$13.08万 | 减仓 |
| ESGD | ISHARES TR | $1,083.71万 | 2.49% | 113,335 | -300 | -0.3% | -$2.87万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $1,184.36万 | 2.72% | 60,365 | -525 | -0.9% | -$10.30万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,320.65万 | 3.03% | 22,881 | -72 | -0.3% | -$4.16万 | 减仓 |
| OEF | ISHARES TR | $1,446.89万 | 3.32% | 45,490 | -124 | -0.3% | -$3.94万 | 减仓 |
| AAPL | APPLE INC | $1,472.14万 | 3.38% | 58,006 | -364 | -0.6% | -$9.24万 | 减仓 |
| MINT | PIMCO ETF TR | $1,479.99万 | 3.39% | 147,161 | -16,370 | -10.0% | -$164.63万 | 减仓 |
| VO | VANGUARD INDEX FDS | $1,488.10万 | 3.41% | 51,818 | 2,260 | 4.6% | $64.90万 | 加仓 |
| IVV | ISHARES TR | $1,505.84万 | 3.45% | 23,053 | 695 | 3.1% | $45.40万 | 加仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $1,645.14万 | 3.77% | 347,811 | 9,158 | 2.7% | $43.32万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,904.50万 | 4.37% | 43,602 | 748 | 1.7% | $32.67万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1,976.17万 | 4.53% | 75,449 | 303 | 0.4% | $7.94万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2,142.16万 | 4.91% | 99,608 | 1,887 | 1.9% | $40.58万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $2,212.79万 | 5.08% | 360,859 | 6,755 | 1.9% | $41.42万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $2,914.30万 | 6.68% | 575,835 | 16,817 | 3.0% | $85.11万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $4,646.67万 | 10.66% | 725,135 | 23,635 | 3.4% | $151.45万 | 加仓 |