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 |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | $4,646.67万 | 10.66% | 725,135 | 23,635 | 3.4% | $151.45万 | 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 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $2,212.79万 | 5.08% | 360,859 | 6,755 | 1.9% | $41.42万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2,142.16万 | 4.91% | 99,608 | 1,887 | 1.9% | $40.58万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1,976.17万 | 4.53% | 75,449 | 303 | 0.4% | $7.94万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,904.50万 | 4.37% | 43,602 | 748 | 1.7% | $32.67万 | 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 |
| IVV | ISHARES TR | $1,505.84万 | 3.45% | 23,053 | 695 | 3.1% | $45.40万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,488.10万 | 3.41% | 51,818 | 2,260 | 4.6% | $64.90万 | 加仓 |
| MINT | PIMCO ETF TR | $1,479.99万 | 3.39% | 147,161 | -16,370 | -10.0% | -$164.63万 | 减仓 |
| AAPL | APPLE INC | $1,472.14万 | 3.38% | 58,006 | -364 | -0.6% | -$9.24万 | 减仓 |
| OEF | ISHARES TR | $1,446.89万 | 3.32% | 45,490 | -124 | -0.3% | -$3.94万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,320.65万 | 3.03% | 22,881 | -72 | -0.3% | -$4.16万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $1,184.36万 | 2.72% | 60,365 | -525 | -0.9% | -$10.30万 | 减仓 |
| ESGD | ISHARES TR | $1,083.71万 | 2.49% | 113,335 | -300 | -0.3% | -$2.87万 | 减仓 |
| GOOG | ALPHABET INC | $732.55万 | 1.68% | 25,537 | -456 | -1.8% | -$13.08万 | 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 |
| SUSA | ISHARES TR | $503.92万 | 1.16% | 38,147 | -1,017 | -2.6% | -$13.43万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $492.04万 | 1.13% | 22,648 | 1,233 | 5.8% | $26.79万 | 加仓 |
| HEFA | ISHARES TR | $488.59万 | 1.12% | 114,975 | 0 | 0.0% | — | 不变 |
| DGRW | WISDOMTREE TR | $488.22万 | 1.12% | 55,581 | -22 | -0.0% | -$1,932 | 减仓 |
| MSFT | MICROSOFT CORP | $457.16万 | 1.05% | 12,350 | 0 | 0.0% | — | 不变 |
| FNDA | SCHWAB STRATEGIC TR | $452.33万 | 1.04% | 139,479 | -704 | -0.5% | -$2.28万 | 减仓 |
| IEUR | ISHARES TR | $448.72万 | 1.03% | 63,857 | 928 | 1.5% | $6.52万 | 加仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $445.37万 | 1.02% | 93,135 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $432.09万 | 0.99% | 14,689 | -2 | -0.0% | -$588 | 减仓 |
| VTI | VANGUARD INDEX FDS | $328.48万 | 0.75% | 10,239 | 275 | 2.8% | $8.82万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $327.47万 | 0.75% | 18,777 | -5 | -0.0% | -$872 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $302.29万 | 0.69% | 108,542 | -215 | -0.2% | -$5,988 | 减仓 |
| V | VISA INC | $297.57万 | 0.68% | 9,845 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $292.17万 | 0.67% | 6,097 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $260.91万 | 0.60% | 3,015 | -10 | -0.3% | -$8,654 | 减仓 |
| VXUS | VANGUARD STAR FDS | $252.64万 | 0.58% | 32,764 | 584 | 1.8% | $4.50万 | 加仓 |
| IYW | ISHARES TR | $243.25万 | 0.56% | 13,408 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $231.64万 | 0.53% | 4,636 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $222.70万 | 0.51% | 21,691 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $205.15万 | 0.47% | 2,425 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $199.04万 | 0.46% | 10,801 | 105 | 1.0% | $1.93万 | 加仓 |
| USMV | ISHARES TR | $193.10万 | 0.44% | 20,822 | -537 | -2.5% | -$4.98万 | 减仓 |
| AMZN | AMAZON COM INC | $179.28万 | 0.41% | 8,608 | -1,369 | -13.7% | -$28.51万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $172.45万 | 0.40% | 15,382 | 2,424 | 18.7% | $27.18万 | 加仓 |
| KR | KROGER CO | $166.83万 | 0.38% | 23,055 | 70 | 0.3% | $5,065 | 加仓 |
| CVX | CHEVRON CORPORATION | $161.05万 | 0.37% | 7,784 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $157.28万 | 0.36% | 13,075 | 0 | 0.0% | — | 不变 |
| EFAV | ISHARES TR | $151.62万 | 0.35% | 16,594 | -675 | -3.9% | -$6.17万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $148.01万 | 0.34% | 6,055 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 0.33% | 2 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $142.74万 | 0.33% | 8,413 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $141.17万 | 0.32% | 3,682 | 0 | 0.0% | — | 不变 |
| — | FLEXSHARES TR | $137.08万 | 0.31% | 9,034 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $130.72万 | 0.30% | 2,010 | 3 | 0.1% | $1,951 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $128.18万 | 0.29% | 23,714 | 778 | 3.4% | $4.21万 | 加仓 |
| WM | WASTE MGMT INC DEL | $126.27万 | 0.29% | 5,495 | -15 | -0.3% | -$3,447 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $125.03万 | 0.29% | 14,095 | 4 | 0.0% | $355 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $124.93万 | 0.29% | 26,535 | 0 | 0.0% | — | 不变 |
| DTE | DTE ENERGY CO | $122.36万 | 0.28% | 8,368 | 60 | 0.7% | $8,773 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $122.25万 | 0.28% | 13,820 | 30 | 0.2% | $2,654 | 加仓 |
| ETN | EATON CORP PLC | $108.66万 | 0.25% | 3,038 | 50 | 1.7% | $1.79万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $107.83万 | 0.25% | 11,442 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $104.49万 | 0.24% | 10,758 | 100 | 0.9% | $9,713 | 加仓 |
| CMF | ISHARES TR | $101.59万 | 0.23% | 17,867 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $99.52万 | 0.23% | 1,082 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $97.19万 | 0.22% | 3,425 | 0 | 0.0% | — | 不变 |
| WPC | WP CAREY INC | $94.35万 | 0.22% | 13,883 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $87.82万 | 0.20% | 6,653 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $85.16万 | 0.20% | 14,995 | 0 | 0.0% | — | 不变 |
| IBMR | ISHARES TR | $83.91万 | 0.19% | 33,100 | 0 | 0.0% | — | 不变 |
| IGRO | ISHARES TR | $83.77万 | 0.19% | 10,000 | 0 | 0.0% | — | 不变 |
| IBMP | ISHARES TR | $82.24万 | 0.19% | 32,328 | 35 | 0.1% | $890 | 加仓 |
| PYLD | PIMCO ETF TR | $82.04万 | 0.19% | 31,312 | 3,652 | 13.2% | $9.57万 | 加仓 |
| PEP | PEPSICO INC | $81.73万 | 0.19% | 5,263 | 1 | 0.0% | $155 | 加仓 |
| META | META PLATFORMS INC | $81.53万 | 0.19% | 1,425 | 0 | 0.0% | — | 不变 |
| IBMQ | ISHARES TR | $81.50万 | 0.19% | 31,924 | 31 | 0.1% | $791 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $79.87万 | 0.18% | 3,295 | 0 | 0.0% | — | 不变 |
| IBMO | ISHARES TR | $76.51万 | 0.18% | 29,854 | 34 | 0.1% | $871 | 加仓 |
| AIQ | GLOBAL X FDS | $74.99万 | 0.17% | 16,068 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $73.66万 | 0.17% | 5,007 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $73.36万 | 0.17% | 5,520 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $71.05万 | 0.16% | 814 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $70.01万 | 0.16% | 3,843 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $65.17万 | 0.15% | 23,207 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $63.82万 | 0.15% | 2,480 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $59.41万 | 0.14% | 4,613 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $57.23万 | 0.13% | 13,941 | 0 | 0.0% | — | 不变 |
| CAMT | CAMTEK LTD | $55.05万 | 0.13% | 3,631 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $54.61万 | 0.13% | 5,680 | -10 | -0.2% | -$962 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $49.79万 | 0.11% | 1,735 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $49.22万 | 0.11% | 798 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $48.00万 | 0.11% | 2,315 | 0 | 0.0% | — | 不变 |
| PHG | KONINKLIJKE PHILIPS N V | $47.03万 | 0.11% | 17,165 | 0 | 0.0% | — | 不变 |
| IBMS | ISHARES TR | $46.11万 | 0.11% | 17,850 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $44.88万 | 0.10% | 1,450 | -1 | -0.1% | -$310 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $44.85万 | 0.10% | 742 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $44.28万 | 0.10% | 741 | 124 | 20.1% | $7.41万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $44.04万 | 0.10% | 8,773 | 0 | 0.0% | — | 不变 |
| ESML | ISHARES TR | $43.96万 | 0.10% | 9,350 | 0 | 0.0% | — | 不变 |
| ALV | AUTOLIV INC | $43.43万 | 0.10% | 4,130 | 0 | 0.0% | — | 不变 |
| SMLF | ISHARES TR | $42.58万 | 0.10% | 5,640 | 2,180 | 63.0% | $16.46万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $42.27万 | 0.10% | 16,485 | 0 | 0.0% | — | 不变 |
| GOVT | ISHARES TR | $41.40万 | 0.09% | 18,070 | 3,685 | 25.6% | $8.44万 | 加仓 |