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 |
|---|---|---|---|---|---|---|---|---|
| PSK | STATE STREET SPDR ICE PREFERRED SECURITIES ETF | $315.51万 | 0.65% | 102,305 | 7,138 | 7.5% | $22.01万 | 加仓 |
| SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $337.36万 | 0.69% | 112,192 | -1,274 | -1.1% | -$3.83万 | 减仓 |
| GOOG | ALPHABET INC CAP STK CL C | $337.52万 | 0.69% | 11,766 | 338 | 3.0% | $9.70万 | 加仓 |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $350.55万 | 0.72% | 38,253 | 230 | 0.6% | $2.11万 | 加仓 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $365.60万 | 0.75% | 145,657 | -9,756 | -6.3% | -$24.49万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $396.13万 | 0.81% | 22,714 | 68 | 0.3% | $1.19万 | 加仓 |
| SLQD | ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $448.71万 | 0.92% | 88,871 | -1,002 | -1.1% | -$5.06万 | 减仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $534.54万 | 1.10% | 76,637 | 261 | 0.3% | $1.82万 | 加仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD | $586.06万 | 1.20% | 39,572 | -415 | -1.0% | -$6.15万 | 减仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $700.02万 | 1.43% | 273,018 | -5,462 | -2.0% | -$14.00万 | 减仓 |
| BBUS | JPMORGAN BETABUILDERS U.S. EQUITY ETF | $773.80万 | 1.59% | 66,035 | 2,831 | 4.5% | $33.17万 | 加仓 |
| JMUB | JPMORGAN MUNICIPAL ETF | $927.63万 | 1.90% | 185,564 | 23,271 | 14.3% | $116.33万 | 加仓 |
| SCHO | SCHWAB SHORT-TERM US TREASURY ETF | $936.83万 | 1.92% | 386,004 | 23,163 | 6.4% | $56.22万 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $993.37万 | 2.04% | 155,021 | -2,029 | -1.3% | -$13.00万 | 减仓 |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $1,082.36万 | 2.22% | 237,100 | -3,676 | -1.5% | -$16.78万 | 减仓 |
| JMST | JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | $1,373.93万 | 2.82% | 269,504 | 3,736 | 1.4% | $19.05万 | 加仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $2,285.52万 | 4.68% | 923,441 | 8,352 | 0.9% | $20.67万 | 加仓 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND | $2,859.95万 | 5.86% | 370,556 | -1,811 | -0.5% | -$13.98万 | 减仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $3,631.37万 | 7.44% | 717,520 | 22,409 | 3.2% | $113.41万 | 加仓 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $3,926.22万 | 8.04% | 474,468 | 27,335 | 6.1% | $226.20万 | 加仓 |
| VTI | VANGUARD TOTAL STK MKT | $4,538.21万 | 9.30% | 141,461 | -2,450 | -1.7% | -$78.60万 | 减仓 |
| SPTM | STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | $6,526.43万 | 13.37% | 825,503 | 31,471 | 4.0% | $248.81万 | 加仓 |