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 |
|---|---|---|---|---|---|---|---|---|
| SO | SOUTHERN CO COM | $45.38万 | 0.09% | 4,702 | 106 | 2.3% | $1.02万 | 加仓 |
| TSLA | TESLA INC COM | $44.31万 | 0.09% | 1,192 | -178 | -13.0% | -$6.62万 | 减仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $43.59万 | 0.09% | 330 | 0 | 0.0% | — | 不变 |
| BP | BP PLC SPONSORED ADR | $43.55万 | 0.09% | 9,266 | 0 | 0.0% | — | 不变 |
| HIMU | ISHARES HIGH YIELD MUNI ACTIVE ETF | $43.11万 | 0.09% | 8,985 | 448 | 5.2% | $2.15万 | 加仓 |
| NFLX | NETFLIX INC. COM | $42.31万 | 0.09% | 4,400 | -110 | -2.4% | -$1.06万 | 减仓 |
| LOW | LOWES COS INC COM | $41.82万 | 0.09% | 1,770 | -9 | -0.5% | -$2,127 | 减仓 |
| BKR | BAKER HUGHES COMPANY CL A | $41.48万 | 0.08% | 6,794 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC COM | $40.98万 | 0.08% | 866 | 0 | 0.0% | — | 不变 |
| TM | TOYOTA MOTOR CORP ADS | $40.91万 | 0.08% | 1,985 | 42 | 2.2% | $8,656 | 加仓 |
| MINT | PIMCO ENHANCED SHORT MATURITY ETF | $40.69万 | 0.08% | 4,046 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC COM | $40.68万 | 0.08% | 1,204 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC COM | $40.62万 | 0.08% | 4,785 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC COM | $40.24万 | 0.08% | 1,978 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $40.11万 | 0.08% | 4,431 | -355 | -7.4% | -$3.21万 | 减仓 |
| KMI | KINDER MORGAN INC DEL COM | $40.08万 | 0.08% | 11,953 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP COM | $39.94万 | 0.08% | 1,646 | 100 | 6.5% | $2.43万 | 加仓 |
| TJX | TJX COS INC NEW COM | $39.22万 | 0.08% | 2,456 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO COM | $39.17万 | 0.08% | 1,295 | 16 | 1.3% | $4,840 | 加仓 |
| PM | PHILIP MORRIS INTL INC COM | $38.94万 | 0.08% | 2,355 | -125 | -5.0% | -$2.07万 | 减仓 |
| FENY | FIDELITY MSCI ENERGY INDEX ETF | $38.76万 | 0.08% | 11,394 | 0 | 0.0% | — | 不变 |
| FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | $38.74万 | 0.08% | 1,862 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES SEMICONDUCTOR ETF | $38.22万 | 0.08% | 1,163 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC COM | $38.08万 | 0.08% | 1,802 | 0 | 0.0% | — | 不变 |
| THC | TENET HEALTHCARE CORP COM NEW | $37.74万 | 0.08% | 2,000 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW COM | $37.48万 | 0.08% | 4,147 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC COM | $37.07万 | 0.08% | 1,370 | 18 | 1.3% | $4,871 | 加仓 |
| TMUS | T-MOBILE US INC COM | $36.78万 | 0.08% | 1,751 | 325 | 22.8% | $6.83万 | 加仓 |
| NEE | NEXTERA ENERGY INC COM | $36.61万 | 0.08% | 3,942 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO COM | $36.46万 | 0.07% | 1,832 | 102 | 5.9% | $2.03万 | 加仓 |
| IVLU | ISHARES MSCI INTL VALUE FACTOR ETF | $36.35万 | 0.07% | 9,160 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD S&P 500 ETF | $36.27万 | 0.07% | 607 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP COM | $35.36万 | 0.07% | 2,091 | 80 | 4.0% | $1.35万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $35.17万 | 0.07% | 2,686 | -80 | -2.9% | -$1.05万 | 减仓 |
| WFC | WELLS FARGO & CO COM | $35.07万 | 0.07% | 4,405 | 145 | 3.4% | $1.15万 | 加仓 |
| — | HONEYWELL INTL INC COM | $34.94万 | 0.07% | 1,546 | 266 | 20.8% | $6.01万 | 加仓 |
| GILD | GILEAD SCIENCES INC COM | $34.92万 | 0.07% | 2,505 | -42 | -1.6% | -$5,855 | 减仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $34.89万 | 0.07% | 500 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE ACT | $34.26万 | 0.07% | 3,766 | 3,766 | — | $34.26万 | 新建仓 |
| IXN | ISHARES GLOBAL TECH ETF | $32.26万 | 0.07% | 3,227 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. COM | $32.24万 | 0.07% | 2,439 | 23 | 1.0% | $3,040 | 加仓 |
| SHM | STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF | $31.34万 | 0.06% | 6,552 | 0 | 0.0% | — | 不变 |
| XLK | TECHNOLOGY SELECT SECTOR SPDR | $31.02万 | 0.06% | 2,334 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC COM | $30.87万 | 0.06% | 321 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP COM | $30.84万 | 0.06% | 452 | 0 | 0.0% | — | 不变 |
| DIVO | AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | $30.69万 | 0.06% | 6,843 | -1,119 | -14.1% | -$5.02万 | 减仓 |
| ABT | ABBOTT LABORATORIES COM | $30.20万 | 0.06% | 2,941 | 553 | 23.2% | $5.68万 | 加仓 |
| MDLZ | MONDELEZ INTL INC CL A | $30.08万 | 0.06% | 5,218 | 1,276 | 32.4% | $7.35万 | 加仓 |
| SBUX | STARBUCKS CORP COM | $30.06万 | 0.06% | 3,355 | -81 | -2.4% | -$7,257 | 减仓 |
| TSCO | TRACTOR SUPPLY CO COM | $29.83万 | 0.06% | 6,586 | -178 | -2.6% | -$8,063 | 减仓 |
| FDX | FEDEX CORP COM | $29.60万 | 0.06% | 831 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $29.30万 | 0.06% | 3,619 | 211 | 6.2% | $1.71万 | 加仓 |
| IVV | ISHARES S&P 500 INDEX | $28.87万 | 0.06% | 442 | 0 | 0.0% | — | 不变 |
| LAMR | LAMAR ADVERTISING CO CL A | $28.87万 | 0.06% | 2,279 | -92 | -3.9% | -$1.17万 | 减仓 |
| COF | CAPITAL ONE FINL CORP COM | $28.29万 | 0.06% | 1,551 | 0 | 0.0% | — | 不变 |
| LEMB | ISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETF | $28.29万 | 0.06% | 6,933 | -26 | -0.4% | -$1,061 | 减仓 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $27.88万 | 0.06% | 3,006 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC COM | $27.78万 | 0.06% | 3,497 | -63 | -1.8% | -$5,005 | 减仓 |
| PH | PARKER-HANNIFIN CORP COM | $27.75万 | 0.06% | 310 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS INC COM | $27.64万 | 0.06% | 1,356 | -23 | -1.7% | -$4,689 | 减仓 |
| EMR | EMERSON ELEC CO COM | $27.53万 | 0.06% | 2,101 | -22 | -1.0% | -$2,882 | 减仓 |
| IYE | ISHARES U.S. ENERGY ETF | $27.48万 | 0.06% | 4,243 | -168 | -3.8% | -$1.09万 | 减仓 |
| KR | KROGER CO COM | $27.21万 | 0.06% | 3,761 | 30 | 0.8% | $2,171 | 加仓 |
| PEP | PEPSICO INC COM | $27.14万 | 0.06% | 1,748 | 28 | 1.6% | $4,348 | 加仓 |
| APA | APA CORPORATION COM | $27.14万 | 0.06% | 6,394 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO COM | $25.83万 | 0.05% | 3,467 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP COM | $25.59万 | 0.05% | 2,157 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $25.23万 | 0.05% | 2,030 | 0 | 0.0% | — | 不变 |
| FIDU | FIDELITY MSCI INDUSTRIAL INDEX ETF | $24.97万 | 0.05% | 2,886 | 0 | 0.0% | — | 不变 |
| MT | ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH | $24.95万 | 0.05% | 4,800 | 0 | 0.0% | — | 不变 |
| IBN | ICICI BANK LIMITED ADR | $24.95万 | 0.05% | 9,633 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC COM | $24.95万 | 0.05% | 1,285 | -8 | -0.6% | -$1,553 | 减仓 |
| CTVA | CORTEVA INC COM | $24.85万 | 0.05% | 2,969 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC COM | $24.70万 | 0.05% | 283 | -18 | -6.0% | -$1.57万 | 减仓 |
| EFG | ISHARES MSCI EAFE GROWTH ETF | $24.68万 | 0.05% | 2,216 | -217 | -8.9% | -$2.42万 | 减仓 |
| CSX | CSX CORP COM | $24.47万 | 0.05% | 5,962 | 652 | 12.3% | $2.68万 | 加仓 |
| VSDM | VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF | $24.43万 | 0.05% | 3,202 | 3,202 | — | $24.43万 | 新建仓 |
| AFL | AFLAC INC COM | $24.39万 | 0.05% | 2,223 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC COM | $24.26万 | 0.05% | 451 | -37 | -7.6% | -$1.99万 | 减仓 |
| AMAT | APPLIED MATLS INC COM | $24.23万 | 0.05% | 709 | 41 | 6.1% | $1.40万 | 加仓 |
| AGG | ISHARES AGGREGATE BOND ETF | $24.00万 | 0.05% | 2,418 | -676 | -21.8% | -$6.71万 | 减仓 |
| DE | DEERE & CO COM | $23.94万 | 0.05% | 425 | 56 | 15.2% | $3.15万 | 加仓 |
| T | AT&T INC COM | $23.80万 | 0.05% | 8,211 | 955 | 13.2% | $2.77万 | 加仓 |
| UL | UNILEVER PLC SPON ADR NEW | $23.61万 | 0.05% | 4,145 | -216 | -5.0% | -$1.23万 | 减仓 |
| WMB | WILLIAMS COS INC COM | $23.49万 | 0.05% | 3,228 | 942 | 41.2% | $6.86万 | 加仓 |
| SYK | STRYKER CORPORATION COM | $23.30万 | 0.05% | 709 | 30 | 4.4% | $9,858 | 加仓 |
| QCOM | QUALCOMM INC COM | $23.12万 | 0.05% | 1,795 | -166 | -8.5% | -$2.14万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $23.08万 | 0.05% | 1,406 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $22.89万 | 0.05% | 2,480 | -70 | -2.7% | -$6,462 | 减仓 |
| GD | GENERAL DYNAMICS CORP COM | $22.89万 | 0.05% | 667 | -12 | -1.8% | -$4,119 | 减仓 |
| IJH | ISHARES CORE S&P MID CAP ETF | $22.86万 | 0.05% | 3,385 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $22.83万 | 0.05% | 1,190 | 0 | 0.0% | — | 不变 |
| FDIS | FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF | $22.70万 | 0.05% | 2,434 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP COM | $22.65万 | 0.05% | 3,484 | 1,190 | 51.9% | $7.74万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC COM | $22.44万 | 0.05% | 738 | 0 | 0.0% | — | 不变 |
| AA | ALCOA CORP COM | $22.00万 | 0.05% | 3,317 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP COM | $21.46万 | 0.04% | 248 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INC COM | $21.40万 | 0.04% | 1,082 | 67 | 6.6% | $1.33万 | 加仓 |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $21.40万 | 0.04% | 1,930 | 0 | 0.0% | — | 不变 |
| HSBC | HSBC HLDGS PLC SPON ADR NEW | $21.27万 | 0.04% | 2,578 | 0 | 0.0% | — | 不变 |