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 |
|---|---|---|---|---|---|---|---|---|
| FCOM | FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF | $21.19万 | 0.04% | 3,110 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC COM | $21.15万 | 0.04% | 716 | 0 | 0.0% | — | 不变 |
| — | JPMORGAN HIGH YIELD MUNICIPAL ETF | $21.12万 | 0.04% | 4,239 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $21.03万 | 0.04% | 724 | 113 | 18.5% | $3.28万 | 加仓 |
| LOGI | LOGITECH INTL S A SHS | $20.68万 | 0.04% | 2,270 | -69 | -2.9% | -$6,287 | 减仓 |
| FMAT | FIDELITY MSCI MATERIALS INDEX ETF | $20.59万 | 0.04% | 3,572 | 0 | 0.0% | — | 不变 |
| FNCL | FIDELITY MSCI FINANCIALS INDEX ETF | $20.55万 | 0.04% | 2,928 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG SPONSORED ADR | $20.50万 | 0.04% | 1,342 | 0 | 0.0% | — | 不变 |
| IGM | ISHARES EXPANDED TECH SECTOR ETF | $20.41万 | 0.04% | 1,722 | 0 | 0.0% | — | 不变 |
| SONY | SONY GROUP CORP SPONSORED ADR | $20.38万 | 0.04% | 9,844 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT COM | $20.37万 | 0.04% | 471 | -15 | -3.1% | -$6,486 | 减仓 |
| ALB | ALBEMARLE CORP COM | $20.16万 | 0.04% | 1,123 | 152 | 15.7% | $2.73万 | 加仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $20.06万 | 0.04% | 939 | 0 | 0.0% | — | 不变 |
| GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | $20.04万 | 0.04% | 2,162 | 0 | 0.0% | — | 不变 |
| HII | HUNTINGTON INGALLS INDS INC COM | $19.94万 | 0.04% | 525 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL COM | $19.85万 | 0.04% | 864 | -56 | -6.1% | -$1.29万 | 减仓 |
| D | DOMINION ENERGY INC COM | $19.83万 | 0.04% | 3,208 | 48 | 1.5% | $2,968 | 加仓 |
| WAB | WABTEC COM | $19.49万 | 0.04% | 780 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC COM | $19.27万 | 0.04% | 1,470 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES MSCI EAFE VALUE INDEX ETF | $19.22万 | 0.04% | 2,585 | 9 | 0.3% | $669 | 加仓 |
| ATO | ATMOS ENERGY CORP COM | $19.19万 | 0.04% | 1,039 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP COM | $19.02万 | 0.04% | 681 | 44 | 6.9% | $1.23万 | 加仓 |
| DHR | DANAHER CORP DEL COM | $18.92万 | 0.04% | 998 | 243 | 32.2% | $4.61万 | 加仓 |
| SAP | SAP SE SPON ADR | $18.85万 | 0.04% | 1,101 | 6 | 0.5% | $1,027 | 加仓 |
| DIS | DISNEY WALT CO COM | $18.58万 | 0.04% | 1,928 | -880 | -31.3% | -$8.48万 | 减仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $18.58万 | 0.04% | 749 | -15 | -2.0% | -$3,720 | 减仓 |
| EXC | EXELON CORP COM | $18.45万 | 0.04% | 3,764 | -159 | -4.1% | -$7,794 | 减仓 |
| — | TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS | $18.40万 | 0.04% | 6,108 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATLS CO COM | $18.19万 | 0.04% | 668 | -17 | -2.5% | -$4,629 | 减仓 |
| F | FORD MTR CO COM | $18.04万 | 0.04% | 15,636 | 1,673 | 12.0% | $1.93万 | 加仓 |
| ED | CONSOLIDATED EDISON INC COM | $18.02万 | 0.04% | 1,592 | -86 | -5.1% | -$9,734 | 减仓 |
| ARMK | ARAMARK COM | $17.85万 | 0.04% | 4,402 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC COM | $17.68万 | 0.04% | 5,522 | -300 | -5.2% | -$9,603 | 减仓 |
| NTES | NETEASE COM INC SPONSORED ADS | $17.60万 | 0.04% | 1,572 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO COM | $17.50万 | 0.04% | 546 | 13 | 2.4% | $4,167 | 加仓 |
| BHP | BHP BILLITON LIMITED SPONSORED ADS | $17.50万 | 0.04% | 2,406 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP COM | $17.28万 | 0.04% | 602 | 60 | 11.1% | $1.72万 | 加仓 |
| PKG | PACKAGING CORP AMER COM | $17.21万 | 0.04% | 811 | 47 | 6.2% | $9,974 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC COM | $17.15万 | 0.04% | 10,800 | -1,226 | -10.2% | -$1.95万 | 减仓 |
| MO | ALTRIA GROUP INC COM | $17.05万 | 0.03% | 2,583 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED CL A | $16.89万 | 0.03% | 338 | -10 | -2.9% | -$4,997 | 减仓 |
| WELL | WELLTOWER INC COM | $16.77万 | 0.03% | 848 | 357 | 72.7% | $7.06万 | 加仓 |
| EQT | EQT CORP COM | $16.71万 | 0.03% | 2,626 | 0 | 0.0% | — | 不变 |
| EPI | WISDOMTREE TR INDIA EARNINGS FD | $16.70万 | 0.03% | 4,094 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC COM | $16.55万 | 0.03% | 1,433 | 0 | 0.0% | — | 不变 |
| MUR | MURPHY OIL CORP COM | $16.50万 | 0.03% | 4,000 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC COM | $16.45万 | 0.03% | 1,778 | -388 | -17.9% | -$3.59万 | 减仓 |
| CI | THE CIGNA GROUP COM | $16.11万 | 0.03% | 604 | -9 | -1.5% | -$2,401 | 减仓 |
| ADI | ANALOG DEVICES INC COM | $15.72万 | 0.03% | 494 | 0 | 0.0% | — | 不变 |
| BBHY | JPMORGAN BETABUILDERS USD HIGH YIELD CORPORATE BOND ETF | $15.66万 | 0.03% | 3,416 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | $15.64万 | 0.03% | 1,554 | 0 | 0.0% | — | 不变 |
| FSTA | FIDELITY MSCI CONSUMER STAPLES INDEX ETF | $15.63万 | 0.03% | 2,986 | 0 | 0.0% | — | 不变 |
| FHLC | FIDELITY MSCI HEALTH CARE INDEX ETF | $15.54万 | 0.03% | 2,208 | 0 | 0.0% | — | 不变 |
| EWC | ISHARES MSCI CANADA INDEX | $15.51万 | 0.03% | 2,830 | -63 | -2.2% | -$3,452 | 减仓 |
| — | WARNER BROS DISCOVERY INC COM SER A | $15.45万 | 0.03% | 5,627 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW COM | $15.22万 | 0.03% | 816 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO COM | $15.20万 | 0.03% | 1,783 | 215 | 13.7% | $1.83万 | 加仓 |
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | $14.99万 | 0.03% | 1,131 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC COM NEW | $14.96万 | 0.03% | 2,251 | 0 | 0.0% | — | 不变 |
| HST | HOST HOTELS & RESORTS INC COM | $14.95万 | 0.03% | 7,802 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC COM | $14.86万 | 0.03% | 44 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP COM | $14.71万 | 0.03% | 1,214 | -43 | -3.4% | -$5,212 | 减仓 |
| BOX | BOX INC CL A | $14.66万 | 0.03% | 6,202 | -811 | -11.6% | -$1.92万 | 减仓 |
| FCX | FREEPORT MCMORAN INC CL B | $14.62万 | 0.03% | 2,488 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC COM | $14.40万 | 0.03% | 799 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC COM | $14.30万 | 0.03% | 1,899 | -648 | -25.4% | -$4.88万 | 减仓 |
| FDN | FIRST TRUST DOW JONES INTERNET INDEX FUND | $14.30万 | 0.03% | 611 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC COM | $14.29万 | 0.03% | 131 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP COM | $14.17万 | 0.03% | 3,051 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S ADR | $14.12万 | 0.03% | 3,843 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP COM | $13.97万 | 0.03% | 1,958 | -135 | -6.5% | -$9,630 | 减仓 |
| ALL | ALLSTATE CORP COM | $13.95万 | 0.03% | 673 | 96 | 16.6% | $1.99万 | 加仓 |
| TD | TORONTO DOMINION BK ONT COM NEW | $13.89万 | 0.03% | 1,489 | 0 | 0.0% | — | 不变 |
| BBAG | JPMORGAN BETABUILDERS U.S. AGGREGATE BOND ETF | $13.78万 | 0.03% | 2,986 | -113 | -3.6% | -$5,216 | 减仓 |
| RY | ROYAL BK CDA COM | $13.69万 | 0.03% | 846 | 0 | 0.0% | — | 不变 |
| RYAAY | RYANAIR HOLDINGS PLC SPONSORED ADR | $13.58万 | 0.03% | 2,350 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC COM | $13.56万 | 0.03% | 2,505 | 0 | 0.0% | — | 不变 |
| — | DUPONT DE NEMOURS INC COM | $13.53万 | 0.03% | 2,955 | 382 | 14.8% | $1.75万 | 加仓 |
| IXC | ISHARES GLOBAL ENERGY ETF | $13.18万 | 0.03% | 2,287 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC COM | $13.14万 | 0.03% | 494 | -10 | -2.0% | -$2,660 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $13.05万 | 0.03% | 283 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES CORE HIGH DIVIDEND ETF | $12.87万 | 0.03% | 948 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC COM | $12.82万 | 0.03% | 1,392 | 0 | 0.0% | — | 不变 |
| PWB | INVESCO LARGE CAP GROWTH ETF | $12.74万 | 0.03% | 1,012 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC COM | $12.72万 | 0.03% | 649 | -25 | -3.7% | -$4,901 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD COM | $12.71万 | 0.03% | 626 | 0 | 0.0% | — | 不变 |
| SPY | STATE STREET SPDR S&P 500 ETF | $12.68万 | 0.03% | 195 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES MSCI JAPAN ETF | $12.67万 | 0.03% | 1,500 | 0 | 0.0% | — | 不变 |
| DB | DEUTSCHE BK AG NAMEN AKT | $12.56万 | 0.03% | 4,216 | 0 | 0.0% | — | 不变 |
| FERG | FERGUSON ENTERPRISES INC COMMON STOCK NEW | $12.53万 | 0.03% | 537 | 0 | 0.0% | — | 不变 |
| RGLD | ROYAL GOLD INC COM | $12.37万 | 0.03% | 486 | 0 | 0.0% | — | 不变 |
| CDP | COPT DEFENSE PROPERTIES SHS BEN INT | $12.24万 | 0.03% | 4,000 | 0 | 0.0% | — | 不变 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $12.19万 | 0.02% | 1,245 | 0 | 0.0% | — | 不变 |
| HMC | HONDA MOTOR CO LTD ADR ECH CNV IN 3 | $12.04万 | 0.02% | 4,952 | -1,100 | -18.2% | -$2.67万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $11.93万 | 0.02% | 275 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO PLC SPONSORED ADR | $11.87万 | 0.02% | 1,272 | 0 | 0.0% | — | 不变 |
| LEA | LEAR CORP COM NEW | $11.79万 | 0.02% | 974 | 0 | 0.0% | — | 不变 |
| EWA | ISHARES INC MSCI AUSTRALIA INDEX FD | $11.73万 | 0.02% | 4,227 | -45 | -1.1% | -$1,249 | 减仓 |
| MMM | 3M CO COM | $11.65万 | 0.02% | 802 | -73 | -8.3% | -$1.06万 | 减仓 |
| GRMN | GARMIN LTD SHS | $11.60万 | 0.02% | 500 | 0 | 0.0% | — | 不变 |