Rosenberg Matthew Hamilton
GRAND JUNCTION CO · SEC CIK 0001812103
$5.37亿2026Q2 申报市值
792持仓数
57.5%前十大占比 · 第一大 14.5%
19 / 27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
VCIT 加仓+$406.37万
SPTM 加仓+$300.26万
XOM 新建仓+$184.11万
SCHF 加仓+$172.45万
GSEW 加仓+$144.66万
2026Q2 卖出最多 按季末市值估算
BIV 减仓-$252.10万
EXXON MOBIL CORP 清仓-$220.66万
BIL 减仓-$192.43万
JPST 减仓-$180.94万
SUB 减仓-$85.71万
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 |
|---|---|---|---|---|---|---|---|---|
| GILD | GILEAD SCIENCES INC COM | $43.59万 | 0.08% | 3,450 | 945 | 37.7% | $11.94万 | 加仓 |
| XLK | TECHNOLOGY SELECT SECTOR SPDR | $44.47万 | 0.08% | 2,334 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO COM | $44.54万 | 0.08% | 4,654 | -48 | -1.0% | -$4,594 | 减仓 |
| IXN | ISHARES GLOBAL TECH ETF | $46.02万 | 0.09% | 3,185 | -42 | -1.3% | -$6,069 | 减仓 |
| NUE | NUCOR CORP COM | $46.58万 | 0.09% | 2,091 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $47.81万 | 0.09% | 4,000 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC COM | $48.43万 | 0.09% | 2,677 | 322 | 13.7% | $5.83万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS | $48.87万 | 0.09% | 11,543 | 2,140 | 22.8% | $9.06万 | 加仓 |
| SRE | SEMPRA COM | $49.20万 | 0.09% | 5,307 | 149 | 2.9% | $1.38万 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $49.41万 | 0.09% | 5,116 | 685 | 15.5% | $6.62万 | 加仓 |
| UNP | UNION PAC CORP COM | $49.48万 | 0.09% | 1,819 | 173 | 10.5% | $4.71万 | 加仓 |
| WFC | WELLS FARGO & CO COM | $49.53万 | 0.09% | 5,993 | 1,588 | 36.0% | $13.12万 | 加仓 |
| TSLA | TESLA INC COM | $50.14万 | 0.09% | 1,192 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC COM | $51.26万 | 0.10% | 709 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC COM | $51.38万 | 0.10% | 1,419 | 103 | 7.8% | $3.73万 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $51.41万 | 0.10% | 3,506 | 28 | 0.8% | $4,106 | 加仓 |
| LIN | LINDE PLC SHS | $51.48万 | 0.10% | 992 | 0 | 0.0% | — | 不变 |
| IEUR | ISHARES CORE MSCI EUROPE ETF | $52.62万 | 0.10% | 7,000 | -35 | -0.5% | -$2,631 | 减仓 |
| FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | $53.17万 | 0.10% | 1,862 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP COM | $53.55万 | 0.10% | 5,804 | 154 | 2.7% | $1.42万 | 加仓 |
| NEAR | ISHARES SHORT DURATION BOND ACTIVE ETF | $54.30万 | 0.10% | 10,718 | -1,430 | -11.8% | -$7.24万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $55.78万 | 0.10% | 1,983 | 105 | 5.6% | $2.95万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $57.11万 | 0.11% | 1,374 | 4 | 0.3% | $1,663 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $57.16万 | 0.11% | 1,140 | -21 | -1.8% | -$1.05万 | 减仓 |
| AXP | AMERICAN EXPRESS CO COM | $57.40万 | 0.11% | 1,697 | 402 | 31.0% | $13.60万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP COM | $57.94万 | 0.11% | 3,325 | 80 | 2.5% | $1.39万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW CL A | $58.07万 | 0.11% | 1,567 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION COM | $59.01万 | 0.11% | 3,110 | 393 | 14.5% | $7.46万 | 加仓 |
| V | VISA INC COM CL A | $60.62万 | 0.11% | 1,767 | 120 | 7.3% | $4.12万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $60.66万 | 0.11% | 1,406 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP COM | $61.63万 | 0.11% | 2,280 | 33 | 1.5% | $8,920 | 加仓 |
| BAC | BANK OF AMER CORP COM | $61.74万 | 0.12% | 10,836 | 1,178 | 12.2% | $6.71万 | 加仓 |
| HD | HOME DEPOT INC COM | $62.32万 | 0.12% | 1,767 | 163 | 10.2% | $5.75万 | 加仓 |
| ORCL | ORACLE CORP COM | $62.46万 | 0.12% | 4,262 | 318 | 8.1% | $4.66万 | 加仓 |
| KO | COCA COLA CO COM | $64.40万 | 0.12% | 7,925 | 281 | 3.7% | $2.28万 | 加仓 |
| RSP | GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT | $64.96万 | 0.12% | 3,053 | -75 | -2.4% | -$1.60万 | 减仓 |
| ETN | EATON CORP PLC SHS | $67.71万 | 0.13% | 1,589 | 54 | 3.5% | $2.30万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $68.20万 | 0.13% | 729 | 14 | 2.0% | $1.31万 | 加仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $68.31万 | 0.13% | 21,542 | -1,899 | -8.1% | -$6.02万 | 减仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $69.63万 | 0.13% | 350 | 20 | 6.1% | $3.98万 | 加仓 |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $69.74万 | 0.13% | 19,233 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TRUST SERIES I | $69.81万 | 0.13% | 948 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES ESG AWARE MSCI USA ETF | $70.66万 | 0.13% | 4,318 | -60 | -1.4% | -$9,819 | 减仓 |
| MRK | MERCK & CO INC | $72.89万 | 0.14% | 5,672 | 542 | 10.6% | $6.96万 | 加仓 |
| SOXX | ISHARES SEMICONDUCTOR ETF | $74.52万 | 0.14% | 1,163 | 0 | 0.0% | — | 不变 |
| VCLT | VANGUARD LONG TERM CORP BOND FD ETF | $74.57万 | 0.14% | 9,910 | -107 | -1.1% | -$8,052 | 减仓 |
| SHEL | SHELL PLC SPON ADS | $74.58万 | 0.14% | 9,618 | 608 | 6.7% | $4.71万 | 加仓 |
| C | CITIGROUP INC | $76.60万 | 0.14% | 5,473 | 388 | 7.6% | $5.43万 | 加仓 |
| CSCO | CISCO SYS INC COM | $78.60万 | 0.15% | 6,692 | 346 | 5.5% | $4.06万 | 加仓 |
| SHV | ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | $78.72万 | 0.15% | 7,134 | -1,985 | -21.8% | -$21.90万 | 减仓 |
| SCHI | SCHWAB 5-10 YEAR CORPORATE BOND ETF | $79.88万 | 0.15% | 35,282 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE COM NEW | $81.49万 | 0.15% | 2,181 | -49 | -2.2% | -$1.83万 | 减仓 |
| HIMU | ISHARES HIGH YIELD MUNI ACTIVE ETF | $82.19万 | 0.15% | 16,504 | 7,519 | 83.7% | $37.44万 | 加仓 |
| META | META PLATFORMS INC CL A | $84.10万 | 0.16% | 1,493 | 144 | 10.7% | $8.11万 | 加仓 |
| MS | MORGAN STANLEY COM NEW | $85.02万 | 0.16% | 4,067 | 151 | 3.9% | $3.16万 | 加仓 |
| PSX | PHILLIPS 66 COM | $86.32万 | 0.16% | 5,106 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO COM | $89.72万 | 0.17% | 748 | 98 | 15.1% | $11.75万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $93.17万 | 0.17% | 2,607 | 196 | 8.1% | $7.00万 | 加仓 |
| SPIB | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | $96.94万 | 0.18% | 28,971 | -2,248 | -7.2% | -$7.52万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $98.73万 | 0.18% | 1,973 | -86 | -4.2% | -$4.30万 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $99.66万 | 0.19% | 3,924 | 113 | 3.0% | $2.87万 | 加仓 |
| MPC | MARATHON PETE CORP COM | $103.21万 | 0.19% | 4,037 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC COM | $104.06万 | 0.19% | 4,135 | 141 | 3.5% | $3.55万 | 加仓 |
| PFF | ISHARES S&P U.S. PREFERRED STOCK ETF | $104.49万 | 0.19% | 34,269 | 1,535 | 4.7% | $4.68万 | 加仓 |
| GLD | SPDR GOLD SHARES | $105.47万 | 0.20% | 2,863 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS COM | $109.52万 | 0.20% | 10,535 | 312 | 3.1% | $3.24万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $112.06万 | 0.21% | 1,108 | 80 | 7.8% | $8.09万 | 加仓 |
| SLV | ISHARES SILVER TRUST | $112.85万 | 0.21% | 21,106 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION COM | $116.21万 | 0.22% | 7,011 | 327 | 4.9% | $5.42万 | 加仓 |
| AMZN | AMAZON COM INC COM | $123.08万 | 0.23% | 5,164 | 242 | 4.9% | $5.77万 | 加仓 |
| WMT | WALMART INC COM | $125.75万 | 0.23% | 11,103 | 160 | 1.5% | $1.81万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $127.16万 | 0.24% | 2,189 | 211 | 10.7% | $12.26万 | 加仓 |
| VLO | VALERO ENERGY CORP COM | $128.45万 | 0.24% | 4,932 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $134.75万 | 0.25% | 17,296 | -3,747 | -17.8% | -$29.19万 | 减仓 |
| MU | MICRON TECHNOLOGY INC COM | $138.98万 | 0.26% | 1,204 | 0 | 0.0% | — | 不变 |
| GSEW | GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF | $147.68万 | 0.28% | 15,641 | 15,321 | 4,787.8% | $144.66万 | 加仓 |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $147.96万 | 0.28% | 28,575 | 173 | 0.6% | $8,958 | 加仓 |
| CMBS | ISHARES CMBS ETF | $149.42万 | 0.28% | 30,714 | 3,280 | 12.0% | $15.96万 | 加仓 |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $152.52万 | 0.28% | 14,325 | -8,050 | -36.0% | -$85.71万 | 减仓 |
| MBB | ISHARES MBS ETF | $153.62万 | 0.29% | 16,253 | 1,656 | 11.3% | $15.65万 | 加仓 |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $158.12万 | 0.29% | 17,254 | -20,999 | -54.9% | -$192.43万 | 减仓 |
| SJNK | STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | $171.56万 | 0.32% | 68,542 | 227 | 0.3% | $5,682 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $174.18万 | 0.32% | 29,180 | -588 | -2.0% | -$3.51万 | 减仓 |
| CAT | CATERPILLAR INC COM | $179.44万 | 0.33% | 1,685 | 89 | 5.6% | $9.48万 | 加仓 |
| JCPB | JPMORGAN CORE PLUS BOND ETF | $182.32万 | 0.34% | 38,841 | 1,774 | 4.8% | $8.33万 | 加仓 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $184.11万 | 0.34% | 13,466 | 13,466 | — | $184.11万 | 新建仓 |
| VCSH | VANGUARD SHORT TERM CORP BOND FD ETF | $184.12万 | 0.34% | 23,297 | -63 | -0.3% | -$4,979 | 减仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $188.58万 | 0.35% | 11,480 | -8 | -0.1% | -$1,314 | 减仓 |
| SCHJ | SCHWAB 1-5 YEAR CORPORATE BOND ETF | $194.79万 | 0.36% | 78,990 | -131 | -0.2% | -$3,230 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $205.96万 | 0.38% | 6,292 | 133 | 2.2% | $4.35万 | 加仓 |
| AVGO | BROADCOM INC COM | $216.68万 | 0.40% | 5,736 | 73 | 1.3% | $2.76万 | 加仓 |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $218.16万 | 0.41% | 22,216 | 179 | 0.8% | $1.76万 | 加仓 |
| EMB | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | $232.05万 | 0.43% | 24,062 | 1,629 | 7.3% | $15.71万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $245.90万 | 0.46% | 5,149 | 88 | 1.7% | $4.20万 | 加仓 |
| SHYG | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | $251.38万 | 0.47% | 59,273 | 7,750 | 15.0% | $32.87万 | 加仓 |
| MUB | ISHARES AMT-FREE MUNI BOND ETF | $274.81万 | 0.51% | 25,535 | 877 | 3.6% | $9.44万 | 加仓 |
| MSFT | MICROSOFT | $274.83万 | 0.51% | 7,368 | -74 | -1.0% | -$2.76万 | 减仓 |
| SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $334.92万 | 0.62% | 111,604 | -588 | -0.5% | -$1.76万 | 减仓 |
| PSK | STATE STREET SPDR ICE PREFERRED SECURITIES ETF | $349.90万 | 0.65% | 114,610 | 12,305 | 12.0% | $37.57万 | 加仓 |
| AAPL | APPLE INC | $370.53万 | 0.69% | 12,805 | 485 | 3.9% | $14.03万 | 加仓 |