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 |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC CAP STK CL C | $412.55万 | 0.77% | 11,676 | -90 | -0.8% | -$3.18万 | 减仓 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $421.33万 | 0.78% | 145,486 | -171 | -0.1% | -$4,952 | 减仓 |
| SLQD | ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $421.75万 | 0.79% | 83,730 | -5,141 | -5.8% | -$25.90万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $469.57万 | 0.87% | 23,468 | 754 | 3.3% | $15.09万 | 加仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD | $622.91万 | 1.16% | 39,417 | -155 | -0.4% | -$2.45万 | 减仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $708.32万 | 1.32% | 85,504 | 8,867 | 11.6% | $73.45万 | 加仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $781.34万 | 1.46% | 265,490 | -7,528 | -2.8% | -$22.15万 | 减仓 |
| BBUS | JPMORGAN BETABUILDERS U.S. EQUITY ETF | $941.02万 | 1.75% | 69,850 | 3,815 | 5.8% | $51.40万 | 加仓 |
| SCHO | SCHWAB SHORT-TERM US TREASURY ETF | $944.17万 | 1.76% | 391,123 | 5,119 | 1.3% | $12.36万 | 加仓 |
| JMUB | JPMORGAN MUNICIPAL ETF | $1,068.19万 | 1.99% | 210,875 | 25,311 | 13.6% | $128.21万 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $1,096.02万 | 2.04% | 153,827 | -1,194 | -0.8% | -$8.51万 | 减仓 |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $1,306.72万 | 2.43% | 259,321 | 22,221 | 9.4% | $111.97万 | 加仓 |
| JMST | JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | $1,339.62万 | 2.50% | 262,671 | -6,833 | -2.5% | -$34.85万 | 减仓 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND | $2,590.07万 | 4.83% | 337,688 | -32,868 | -8.9% | -$252.10万 | 减仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $2,730.39万 | 5.09% | 985,699 | 62,258 | 6.7% | $172.45万 | 加仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $3,447.55万 | 6.42% | 681,739 | -35,781 | -5.0% | -$180.94万 | 减仓 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $4,327.85万 | 8.06% | 523,636 | 49,168 | 10.4% | $406.37万 | 加仓 |
| VTI | VANGUARD TOTAL STK MKT | $5,182.89万 | 9.66% | 140,063 | -1,398 | -1.0% | -$51.73万 | 减仓 |
| SPTM | STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | $7,795.00万 | 14.52% | 858,575 | 33,072 | 4.0% | $300.26万 | 加仓 |