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 |
|---|---|---|---|---|---|---|---|---|
| BUD | ANHEUSER BUSCH INBEV SA NV SPONSORED ADR | $11.58万 | 0.02% | 1,669 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC COM | $11.52万 | 0.02% | 741 | 126 | 20.5% | $1.96万 | 加仓 |
| SNY | SANOFI SA SPONSORED ADR | $11.47万 | 0.02% | 2,380 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES CORE S&P US VALUE ETF | $11.44万 | 0.02% | 1,119 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP COM | $11.31万 | 0.02% | 1,803 | -113 | -5.9% | -$7,091 | 减仓 |
| TSN | TYSON FOODS INC CL A | $11.12万 | 0.02% | 1,735 | -79 | -4.4% | -$5,062 | 减仓 |
| EFA | ISHARES MSCI EAFE ETF | $11.01万 | 0.02% | 1,134 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $11.01万 | 0.02% | 555 | 109 | 24.4% | $2.16万 | 加仓 |
| YETI | YETI HLDGS INC COM | $10.98万 | 0.02% | 3,000 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW CL A | $10.94万 | 0.02% | 3,810 | 1,220 | 47.1% | $3.50万 | 加仓 |
| CNI | CANADIAN NATL RY CO COM | $10.91万 | 0.02% | 1,062 | 0 | 0.0% | — | 不变 |
| ACWI | ISHARES MSCI ACWI ETF | $10.88万 | 0.02% | 786 | 0 | 0.0% | — | 不变 |
| FR | FIRST INDL RLTY TR INC COM | $10.84万 | 0.02% | 1,873 | -738 | -28.3% | -$4.27万 | 减仓 |
| CB | CHUBB LTD SWITZ COM | $10.79万 | 0.02% | 331 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP COM | $10.69万 | 0.02% | 359 | 0 | 0.0% | — | 不变 |
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | $10.68万 | 0.02% | 429 | 0 | 0.0% | — | 不变 |
| USFD | US FOODS HLDG CORP COM | $10.59万 | 0.02% | 1,149 | 0 | 0.0% | — | 不变 |
| E | ENI SPA SPONSORED ADR | $10.59万 | 0.02% | 1,871 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $10.56万 | 0.02% | 306 | -10 | -3.2% | -$3,452 | 减仓 |
| VLUE | ISHARES MSCI USA VALUE FACTOR ETF | $10.49万 | 0.02% | 738 | 0 | 0.0% | — | 不变 |
| UBS | UBS GROUP AG SHS | $10.42万 | 0.02% | 2,667 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC COM | $10.37万 | 0.02% | 647 | -60 | -8.5% | -$9,619 | 减仓 |
| WEC | WEC ENERGY GROUP INC COM | $10.21万 | 0.02% | 882 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC COM | $10.16万 | 0.02% | 747 | 0 | 0.0% | — | 不变 |
| RS | RELIANCE INC COM | $10.06万 | 0.02% | 331 | 0 | 0.0% | — | 不变 |
| WMG | WARNER MUSIC GROUP CORP COM CL A | $10.05万 | 0.02% | 3,936 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $10.02万 | 0.02% | 2,607 | -1,739 | -40.0% | -$6.68万 | 减仓 |
| STZ | CONSTELLATION BRANDS INC CL A | $9.95万 | 0.02% | 663 | 530 | 398.5% | $7.95万 | 加仓 |
| BG | BUNGE GLOBAL SA COM SHS | $9.74万 | 0.02% | 766 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC COM | $9.64万 | 0.02% | 556 | -55 | -9.0% | -$9,540 | 减仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $9.64万 | 0.02% | 226 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC SHS | $9.62万 | 0.02% | 1,110 | 56 | 5.3% | $4,852 | 加仓 |
| OVV | OVINTIV INC COM | $9.54万 | 0.02% | 1,607 | 567 | 54.5% | $3.37万 | 加仓 |
| BN | BROOKFIELD CORP CL A LTD VT SH | $9.36万 | 0.02% | 2,313 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY COM | $9.34万 | 0.02% | 1,187 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP COM | $9.34万 | 0.02% | 541 | 150 | 38.4% | $2.59万 | 加仓 |
| SPAB | STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF | $9.32万 | 0.02% | 3,638 | -525 | -12.6% | -$1.34万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC COM | $9.26万 | 0.02% | 22 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RES CORP COM | $9.18万 | 0.02% | 366 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $9.15万 | 0.02% | 3,000 | 0 | 0.0% | — | 不变 |
| INFY | INFOSYS LTD SPONSORED ADR | $9.03万 | 0.02% | 6,687 | -820 | -10.9% | -$1.11万 | 减仓 |
| GMUB | GOLDMAN SACHS MUNICIPAL INCOME ETF | $9.01万 | 0.02% | 1,769 | 1,769 | — | $9.01万 | 新建仓 |
| INTC | INTEL CORP COM | $8.98万 | 0.02% | 2,036 | 254 | 14.3% | $1.12万 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO COM | $8.86万 | 0.02% | 327 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES ESG AWARE MSCI EM ETF | $8.85万 | 0.02% | 1,946 | 0 | 0.0% | — | 不变 |
| PPG | PPG INDS INC COM | $8.72万 | 0.02% | 816 | 192 | 30.8% | $2.05万 | 加仓 |
| LEN | LENNAR CORP CL A | $8.70万 | 0.02% | 1,002 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $8.62万 | 0.02% | 1,518 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $8.56万 | 0.02% | 585 | -163 | -21.8% | -$2.38万 | 减仓 |
| SLG | SL GREEN RLTY CORP COM | $8.54万 | 0.02% | 2,313 | 0 | 0.0% | — | 不变 |
| IOO | ISHARES GLOBAL 100 ETF | $8.52万 | 0.02% | 704 | 0 | 0.0% | — | 不变 |
| FMX | FOMENTO ECONOMICO MEXICANO S A SPON ADR UNITS | $8.42万 | 0.02% | 758 | 0 | 0.0% | — | 不变 |
| — | UNITED STATES GASOLINE FUND LP | $8.41万 | 0.02% | 814 | 0 | 0.0% | — | 不变 |
| ALC | ALCON AG ORD SHS | $8.34万 | 0.02% | 1,107 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED COM STK | $8.28万 | 0.02% | 1,612 | 104 | 6.9% | $5,345 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $8.22万 | 0.02% | 184 | 0 | 0.0% | — | 不变 |
| IBKR | INTERACTIVE BROKERS GROUP INC COM CL A | $8.21万 | 0.02% | 1,224 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC CL B | $8.20万 | 0.02% | 1,553 | -1,772 | -53.3% | -$9.36万 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC COM | $8.18万 | 0.02% | 386 | 0 | 0.0% | — | 不变 |
| IRM | IRON MTN INC DEL COM | $8.07万 | 0.02% | 790 | -180 | -18.6% | -$1.84万 | 减仓 |
| WYNN | WYNN RESORTS LTD COM | $8.06万 | 0.02% | 794 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY INC COM | $7.95万 | 0.02% | 152 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE GROUP INC CL A | $7.83万 | 0.02% | 578 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD REIT INDEX ETF | $7.81万 | 0.02% | 880 | 336 | 61.8% | $2.98万 | 加仓 |
| DBX | DROPBOX INC CL A | $7.72万 | 0.02% | 3,400 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP COM | $7.71万 | 0.02% | 1,261 | -68 | -5.1% | -$4,160 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW COM | $7.68万 | 0.02% | 564 | -48 | -7.8% | -$6,532 | 减仓 |
| GSK | GSK PLC SPONSORED ADR | $7.59万 | 0.02% | 1,376 | 0 | 0.0% | — | 不变 |
| SMFG | SUMITOMO MITSUI FIN GRP INC SPONSORED ADR | $7.56万 | 0.02% | 3,827 | 0 | 0.0% | — | 不变 |
| WDFC | WD 40 CO COM | $7.53万 | 0.02% | 369 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC COMMON STOCK | $7.52万 | 0.02% | 652 | 652 | — | $7.52万 | 新建仓 |
| — | GOLDMAN SACHS ULTRA SHORT MUNICIPAL INCOME ETF | $7.50万 | 0.02% | 1,488 | 1,488 | — | $7.50万 | 新建仓 |
| IYG | ISHARES US FINANCIAL SERVICES ETF | $7.46万 | 0.02% | 900 | 0 | 0.0% | — | 不变 |
| QSR | RESTAURANT BRANDS INTL INC COM | $7.39万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $7.37万 | 0.02% | 667 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $7.29万 | 0.01% | 359 | -31 | -7.9% | -$6,299 | 减仓 |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | $7.28万 | 0.01% | 614 | -133 | -17.8% | -$1.58万 | 减仓 |
| WSM | WILLIAMS SONOMA INC COM | $7.20万 | 0.01% | 395 | 0 | 0.0% | — | 不变 |
| NTR | NUTRIEN LTD COM | $7.18万 | 0.01% | 952 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $7.14万 | 0.01% | 951 | 266 | 38.8% | $2.00万 | 加仓 |
| SECT | MAIN SECTOR ROTATION ETF | $7.07万 | 0.01% | 1,170 | -60 | -4.9% | -$3,623 | 减仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $7.05万 | 0.01% | 1,150 | 0 | 0.0% | — | 不变 |
| UAL | UNITED AIRLS HLDGS INC COM | $7.04万 | 0.01% | 765 | -170 | -18.2% | -$1.57万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO COM | $7.02万 | 0.01% | 324 | 0 | 0.0% | — | 不变 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $6.99万 | 0.01% | 913 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $6.93万 | 0.01% | 636 | 0 | 0.0% | — | 不变 |
| BBY | BEST BUY INC COM | $6.85万 | 0.01% | 1,067 | -150 | -12.3% | -$9,630 | 减仓 |
| BCC | BOISE CASCADE CO DEL COM | $6.83万 | 0.01% | 900 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC COM | $6.72万 | 0.01% | 158 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | $6.62万 | 0.01% | 3,428 | 0 | 0.0% | — | 不变 |
| TXT | TEXTRON INC COM | $6.57万 | 0.01% | 750 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $6.50万 | 0.01% | 304 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP COM | $6.45万 | 0.01% | 899 | 328 | 57.4% | $2.35万 | 加仓 |
| EGP | EASTGROUP PPTYS INC COM | $6.39万 | 0.01% | 345 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $6.29万 | 0.01% | 896 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO COM | $6.24万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| Z | ZILLOW GROUP INC CL C CAP STK | $6.19万 | 0.01% | 1,497 | -120 | -7.4% | -$4,966 | 减仓 |
| EWT | ISHARES MSCI TAIWAN ETF | $6.12万 | 0.01% | 863 | 0 | 0.0% | — | 不变 |
| ROKU | ROKU INC COM CL A | $6.03万 | 0.01% | 637 | -80 | -11.2% | -$7,570 | 减仓 |
| AON | AON PLC SHS CL A | $6.00万 | 0.01% | 186 | -13 | -6.5% | -$4,196 | 减仓 |