Rosenberg Matthew Hamilton
GRAND JUNCTION CO · SEC CIK 0001812103
$4.88亿2026Q1 申报市值
799持仓数
57.7%前十大占比 · 第一大 13.4%
18 / 22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
SPTM 加仓+$248.81万
VCIT 加仓+$226.20万
JMUB 加仓+$116.33万
JPST 加仓+$113.41万
SUB 加仓+$85.72万
2026Q1 卖出最多 按季末市值估算
VTI 减仓-$78.60万
AZN 清仓-$29.55万
SCHB 减仓-$24.49万
FBTC 清仓-$16.92万
SPDW 减仓-$16.78万
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 |
|---|---|---|---|---|---|---|---|---|
| NXST | NEXSTAR MEDIA GROUP INC COMMON STOCK | $9,403 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| CTRE | CARETRUST REIT INC COM | $9,419 | 0.00% | 257 | 0 | 0.0% | — | 不变 |
| ZM | ZOOM COMMUNICATIONS INC CL A | $9,486 | 0.00% | 118 | -93 | -44.1% | -$7,476 | 减仓 |
| SMMT | SUMMIT THERAPEUTICS INC COM | $9,499 | 0.00% | 501 | 0 | 0.0% | — | 不变 |
| FOX | FOX CORP CL B COM | $9,505 | 0.00% | 179 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES INC COM | $9,531 | 0.00% | 609 | 502 | 469.2% | $7,856 | 加仓 |
| ONB | OLD NATL BANCORP IND COM | $9,636 | 0.00% | 436 | 0 | 0.0% | — | 不变 |
| MCHI | ISHARES MSCI CHINA ETF | $9,719 | 0.00% | 173 | 0 | 0.0% | — | 不变 |
| GXO | GXO LOGISTICS INCORPORATED COMMON STOCK | $9,800 | 0.00% | 189 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC COM | $9,901 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES S&P 500 GROWTH ETF | $9,954 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| SIZE | ISHARES MSCI USA SIZE FACTOR ETF | $1.00万 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| SJM | SMUCKER J M CO COM NEW | $1.01万 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| BWXT | BWX TECHNOLOGIES INC COM | $1.02万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| BROS | DUTCH BROS INC CL A | $1.02万 | 0.00% | 202 | 0 | 0.0% | — | 不变 |
| NGG | NATIONAL GRID PLC SPONSORED ADR NE | $1.02万 | 0.00% | 121 | 0 | 0.0% | — | 不变 |
| AAL | AMERICAN AIRLINES GROUP INC COM | $1.03万 | 0.00% | 961 | 0 | 0.0% | — | 不变 |
| HAS | HASBRO INC COM | $1.04万 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| DVA | DAVITA INC COM | $1.05万 | 0.00% | 68 | -423 | -86.2% | -$6.50万 | 减仓 |
| OLN | OLIN CORP COM PAR $1 | $1.05万 | 0.00% | 354 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP COM | $1.08万 | 0.00% | 214 | 0 | 0.0% | — | 不变 |
| HLN | HALEON PLC SPON ADS | $1.10万 | 0.00% | 1,095 | 0 | 0.0% | — | 不变 |
| — | AVALONBAY CMNTYS INC COM | $1.13万 | 0.00% | 69 | -109 | -61.2% | -$1.78万 | 减仓 |
| LGLV | STATE STREET SPDR US LARGE CAP LOW VOLATILITY INDEX ETF | $1.14万 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INC COM NEW | $1.15万 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| OGS | ONE GAS INC COM | $1.16万 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| FALN | ISHARES FALLEN ANGELS USD BOND ETF | $1.18万 | 0.00% | 441 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INC COM | $1.19万 | 0.00% | 689 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS INC COM | $1.20万 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| LW | LAMB WESTON HLDGS INC COM | $1.20万 | 0.00% | 285 | 0 | 0.0% | — | 不变 |
| SUN | SUNOCO LP/SUNOCO FIN CORP COM UT REP LP | $1.22万 | 0.00% | 188 | 0 | 0.0% | — | 不变 |
| SMG | SCOTTS MIRACLE-GRO CO CL A | $1.25万 | 0.00% | 206 | 0 | 0.0% | — | 不变 |
| IEI | ISHARES 3-7 YR TREASURY BOND ETF | $1.28万 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| MICC | MAGNUM ICE CREAM CO NV ORD SHS | $1.29万 | 0.00% | 861 | 861 | — | $1.29万 | 新建仓 |
| ABEV | AMBEV SA SPONSORED ADR | $1.30万 | 0.00% | 4,442 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC COM | $1.30万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| AMX | AMERICA MOVIL SAB DE CV SPON ADS RP CL B | $1.31万 | 0.00% | 515 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO COM | $1.33万 | 0.00% | 286 | 0 | 0.0% | — | 不变 |
| CCI | CROWN CASTLE INC COM | $1.34万 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| CM | CANADIAN IMPERIAL BANK OF COMM COM | $1.35万 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| MSEX | MIDDLESEX WTR CO COM | $1.35万 | 0.00% | 259 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP INC COM | $1.35万 | 0.00% | 150 | 75 | 100.0% | $6,758 | 加仓 |
| EHC | ENCOMPASS HEALTH CORP COM | $1.35万 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| BAM | BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS | $1.36万 | 0.00% | 305 | 0 | 0.0% | — | 不变 |
| FDS | FACTSET RESH SYS INC COM | $1.36万 | 0.00% | 63 | -1 | -1.6% | -$216 | 减仓 |
| FPX | FIRST TR IPOX 100 INDEX FD SHS | $1.37万 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC COM | $1.38万 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $1.45万 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC COM | $1.46万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| JAAA | JANUS HENDERSON AAA CLO ETF | $1.48万 | 0.00% | 294 | -1 | -0.3% | -$50 | 减仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $1.50万 | 0.00% | 326 | 0 | 0.0% | — | 不变 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $1.50万 | 0.00% | 304 | 0 | 0.0% | — | 不变 |
| SEDG | SOLAREDGE TECHNOLOGIES INC COM | $1.53万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| LII | LENNOX INTL INC COM | $1.53万 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| BLDR | BUILDERS FIRSTSOURCE INC COM | $1.55万 | 0.00% | 188 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | $1.57万 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | $1.60万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP COM SHS | $1.64万 | 0.00% | 186 | 0 | 0.0% | — | 不变 |
| VOD | VODAFONE GROUP PLC SPONSORED ADR | $1.66万 | 0.00% | 1,104 | -327 | -22.9% | -$4,914 | 减仓 |
| REGL | PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF | $1.66万 | 0.00% | 192 | 0 | 0.0% | — | 不变 |
| CHT | CHUNGHWA TELECOM CO LTD SPON ADR NEW11 | $1.68万 | 0.00% | 397 | 0 | 0.0% | — | 不变 |
| BTT | BLACKROCK MUN TARGET TERM TR COM SHS BEN IN | $1.68万 | 0.00% | 740 | -10 | -1.3% | -$227 | 减仓 |
| UEC | URANIUM ENERGY CORP COM | $1.69万 | 0.00% | 1,250 | 0 | 0.0% | — | 不变 |
| WPC | WP CAREY INC COM | $1.70万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC COM | $1.70万 | 0.00% | 237 | 0 | 0.0% | — | 不变 |
| ALSN | ALLISON TRANSMISSION HLDGS INC COM | $1.71万 | 0.00% | 146 | 0 | 0.0% | — | 不变 |
| FLEX | FLEXTRONICS INTL LTD ORD | $1.72万 | 0.00% | 263 | 0 | 0.0% | — | 不变 |
| MKL | MARKEL GROUP INC COM | $1.72万 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $1.72万 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| AGI | ALAMOS GOLD INC COM CL A | $1.73万 | 0.00% | 390 | 0 | 0.0% | — | 不变 |
| QTUM | DEFIANCE QUANTUM ETF | $1.75万 | 0.00% | 163 | 0 | 0.0% | — | 不变 |
| OUSA | ALPS O'SHARES U.S. QUALITY DIVIDEND ETF | $1.77万 | 0.00% | 318 | 0 | 0.0% | — | 不变 |
| GOVT | ISHARES U.S. TREASURY BOND ETF | $1.84万 | 0.00% | 801 | -39 | -4.6% | -$893 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION COM | $1.84万 | 0.00% | 327 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO COM NEW | $1.85万 | 0.00% | 759 | 0 | 0.0% | — | 不变 |
| SDVY | FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | $1.87万 | 0.00% | 474 | 474 | — | $1.87万 | 新建仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $1.91万 | 0.00% | 657 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC COM | $1.92万 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| MFC | MANULIFE FINL CORP COM | $1.94万 | 0.00% | 564 | 0 | 0.0% | — | 不变 |
| TKR | TIMKEN CO COM | $1.97万 | 0.00% | 196 | 0 | 0.0% | — | 不变 |
| ORI | OLD REP INTL CORP COM | $2.00万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| HUM | HUMANA INC COM | $2.05万 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC COM | $2.09万 | 0.00% | 152 | 140 | 1,166.7% | $1.92万 | 加仓 |
| PHIN | PHINIA INC COMMON STOCK | $2.12万 | 0.00% | 310 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC. COM | $2.14万 | 0.00% | 331 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC COM | $2.16万 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| SCHZ | SCHWAB US AGGREGATE BOND ETF | $2.16万 | 0.00% | 930 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC COM | $2.18万 | 0.00% | 242 | 0 | 0.0% | — | 不变 |
| NMR | NOMURA HLDGS INC SPONSORED ADR | $2.19万 | 0.00% | 2,777 | 0 | 0.0% | — | 不变 |
| GBCI | GLACIER BANCORP INC NEW COM | $2.20万 | 0.00% | 492 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC COM | $2.23万 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC COM | $2.23万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD VALUE ETF | $2.30万 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $2.31万 | 0.00% | 324 | -14 | -4.1% | -$997 | 减仓 |
| IVZ | INVESCO LTD SHS | $2.31万 | 0.00% | 950 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC COM | $2.34万 | 0.00% | 210 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | $2.36万 | 0.00% | 624 | 0 | 0.0% | — | 不变 |
| IEV | ISHARES EUROPE ETF | $2.37万 | 0.00% | 349 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD LARGE-CAP ETF | $2.39万 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC COM | $2.43万 | 0.00% | 111 | 0 | 0.0% | — | 不变 |