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 |
|---|---|---|---|---|---|---|---|---|
| SLB | SLB LIMITED | $41.11万 | 0.09% | 8,000 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $40.70万 | 0.09% | 1,415 | 0 | 0.0% | — | 不变 |
| ILCG | ISHARES TR | $40.58万 | 0.09% | 4,250 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $35.26万 | 0.08% | 4,070 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $34.18万 | 0.08% | 1,000 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $32.74万 | 0.08% | 2,847 | -80 | -2.7% | -$9,199 | 减仓 |
| CSCO | CISCO SYS INC | $32.27万 | 0.07% | 4,159 | -400 | -8.8% | -$3.10万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $32.14万 | 0.07% | 5,300 | 0 | 0.0% | — | 不变 |
| EEMV | ISHARES INC | $31.10万 | 0.07% | 4,805 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RES CORP | $31.09万 | 0.07% | 1,240 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $31.01万 | 0.07% | 2,495 | 0 | 0.0% | — | 不变 |
| IYH | ISHARES TR | $30.82万 | 0.07% | 5,000 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $26.01万 | 0.06% | 829 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $25.67万 | 0.06% | 1,560 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $25.02万 | 0.06% | 1,450 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $24.89万 | 0.06% | 933 | 0 | 0.0% | — | 不变 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $24.38万 | 0.06% | 6,750 | 0 | 0.0% | — | 不变 |
| VIS | VANGUARD WORLD FD | $24.35万 | 0.06% | 780 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $24.32万 | 0.06% | 1,283 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $24.03万 | 0.06% | 731 | 2 | 0.3% | $658 | 加仓 |
| TSLA | TESLA INC | $23.98万 | 0.05% | 645 | -200 | -23.7% | -$7.44万 | 减仓 |
| MCD | MCDONALDS CORP | $21.54万 | 0.05% | 693 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $20.84万 | 0.05% | 4,565 | 0 | 0.0% | — | 不变 |
| DSI | ISHARES TR | $20.60万 | 0.05% | 1,700 | -350 | -17.1% | -$4.24万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $20.13万 | 0.05% | 721 | -2 | -0.3% | -$558 | 减仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -12,510 | -100.0% | -$31.07万 | 清仓 |
| HRB | BLOCK H & R INC | $0 | 0.00% | 0 | -5,000 | -100.0% | -$21.79万 | 清仓 |
| QBTS | D-WAVE QUANTUM INC | $0 | 0.00% | 0 | -7,800 | -100.0% | -$20.40万 | 清仓 |