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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $376.72万 | 0.74% | 18,827 | 50 | 0.3% | $1.00万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $378.88万 | 0.75% | 10,239 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $457.50万 | 0.90% | 12,265 | -85 | -0.7% | -$3.17万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $472.14万 | 0.93% | 14,424 | -265 | -1.8% | -$8.67万 | 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 |
| HEFA | ISHARES TR | $515.35万 | 1.02% | 109,825 | -5,150 | -4.5% | -$24.17万 | 减仓 |
| DGRW | WISDOMTREE TR | $520.99万 | 1.03% | 54,485 | -1,096 | -2.0% | -$10.48万 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $530.54万 | 1.04% | 139,396 | -83 | -0.1% | -$3,159 | 减仓 |
| VBR | VANGUARD INDEX FDS | $539.00万 | 1.06% | 22,182 | -466 | -2.1% | -$11.32万 | 减仓 |
| SUSA | ISHARES TR | $577.39万 | 1.14% | 37,420 | -727 | -1.9% | -$11.22万 | 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 |
| GOOG | ALPHABET INC | $880.39万 | 1.73% | 24,917 | -620 | -2.4% | -$21.91万 | 减仓 |
| SHV | ISHARES TR | $1,094.56万 | 2.16% | 99,190 | 99,190 | — | $1,094.56万 | 新建仓 |
| SHY | ISHARES TR | $1,103.02万 | 2.17% | 134,335 | 134,335 | — | $1,103.02万 | 新建仓 |
| ESGD | ISHARES TR | $1,161.94万 | 2.29% | 113,018 | -317 | -0.3% | -$3.26万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $1,354.70万 | 2.67% | 62,162 | 1,797 | 3.0% | $39.16万 | 加仓 |
| MINT | PIMCO ETF TR | $1,508.51万 | 2.97% | 149,639 | 2,478 | 1.7% | $24.98万 | 加仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $1,636.41万 | 3.22% | 347,102 | -709 | -0.2% | -$3.34万 | 减仓 |
| OEF | ISHARES TR | $1,641.80万 | 3.23% | 44,874 | -616 | -1.4% | -$22.54万 | 减仓 |
| VO | VANGUARD INDEX FDS | $1,665.47万 | 3.28% | 206,711 | -561 | -0.3% | -$4.52万 | 减仓 |
| AAPL | APPLE INC | $1,678.73万 | 3.31% | 58,015 | 9 | 0.0% | $2,604 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,700.87万 | 3.35% | 23,097 | 216 | 0.9% | $15.91万 | 加仓 |
| IVV | ISHARES TR | $1,738.53万 | 3.42% | 23,215 | 162 | 0.7% | $12.13万 | 加仓 |
| VB | VANGUARD INDEX FDS | $2,260.73万 | 4.45% | 74,582 | -867 | -1.1% | -$26.28万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $2,267.07万 | 4.47% | 263,185 | 1,573 | 0.6% | $13.55万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2,333.94万 | 4.60% | 98,637 | -971 | -1.0% | -$22.98万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $2,480.38万 | 4.89% | 343,162 | -17,697 | -4.9% | -$127.91万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $3,392.85万 | 6.68% | 670,922 | 95,087 | 16.5% | $480.85万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $5,312.27万 | 10.46% | 745,582 | 20,447 | 2.8% | $145.68万 | 加仓 |