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 |
|---|---|---|---|---|---|---|---|---|
| IBMS | ISHARES TR | $46.18万 | 0.09% | 17,850 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $44.47万 | 0.09% | 3,185 | 3,185 | — | $44.47万 | 新建仓 |
| ALV | AUTOLIV INC | $43.40万 | 0.09% | 3,736 | -394 | -9.5% | -$4.58万 | 减仓 |
| GOVT | ISHARES TR | $41.16万 | 0.08% | 18,070 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $40.70万 | 0.08% | 5,700 | 20 | 0.4% | $1,428 | 加仓 |
| IXUS | ISHARES TR | $39.34万 | 0.08% | 4,121 | 51 | 1.3% | $4,868 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $37.80万 | 0.07% | 742 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $37.19万 | 0.07% | 8,000 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $37.15万 | 0.07% | 8,773 | 0 | 0.0% | — | 不变 |
| EEMV | ISHARES INC | $36.17万 | 0.07% | 4,805 | 0 | 0.0% | — | 不变 |
| IYH | ISHARES TR | $33.51万 | 0.07% | 5,000 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $33.50万 | 0.07% | 2,847 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RES CORP | $33.25万 | 0.07% | 1,240 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $32.66万 | 0.06% | 829 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $32.61万 | 0.06% | 1,560 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $30.54万 | 0.06% | 5,300 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $28.38万 | 0.06% | 1,283 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $28.27万 | 0.06% | 2,496 | 1 | 0.0% | $113 | 加仓 |
| VIS | VANGUARD WORLD FD | $28.11万 | 0.06% | 780 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $27.13万 | 0.05% | 645 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $25.82万 | 0.05% | 732 | 1 | 0.1% | $353 | 加仓 |
| CI | THE CIGNA GROUP | $25.72万 | 0.05% | 933 | 0 | 0.0% | — | 不变 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $24.63万 | 0.05% | 6,750 | 0 | 0.0% | — | 不变 |
| DSI | ISHARES TR | $24.21万 | 0.05% | 1,700 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $23.72万 | 0.05% | 1,450 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $23.00万 | 0.05% | 4,565 | 0 | 0.0% | — | 不变 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $20.80万 | 0.04% | 2,110 | 2,110 | — | $20.80万 | 新建仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -693 | -100.0% | -$21.54万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -721 | -100.0% | -$20.13万 | 清仓 |