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 |
|---|---|---|---|---|---|---|---|---|
| ECL | ECOLAB INC COM | $13.99万 | 0.03% | 502 | 8 | 1.6% | $2,229 | 加仓 |
| EQT | EQT CORP COM | $13.96万 | 0.03% | 2,626 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC COM | $13.69万 | 0.03% | 1,392 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC CL A | $13.42万 | 0.03% | 965 | 302 | 45.6% | $4.20万 | 加仓 |
| DD | DUPONT DE NEMOURS INC COMMON STOCK | $13.32万 | 0.02% | 982 | -1,973 | -66.8% | -$26.76万 | 减仓 |
| PSA | PUBLIC STORAGE COM | $13.21万 | 0.02% | 415 | 88 | 26.9% | $2.80万 | 加仓 |
| YUM | YUM BRANDS INC COM | $13.11万 | 0.02% | 820 | 79 | 10.7% | $1.26万 | 加仓 |
| LEA | LEAR CORP COM NEW | $13.06万 | 0.02% | 974 | 0 | 0.0% | — | 不变 |
| MUR | MURPHY OIL CORP COM | $13.02万 | 0.02% | 4,000 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP COM | $13.01万 | 0.02% | 347 | -12 | -3.3% | -$4,500 | 减仓 |
| HDV | ISHARES CORE HIGH DIVIDEND ETF | $12.99万 | 0.02% | 4,740 | 0 | 0.0% | — | 不变 |
| KDP | KEURIG DR PEPPER INC COM | $12.88万 | 0.02% | 3,934 | 2,719 | 223.8% | $8.90万 | 加仓 |
| WEC | WEC ENERGY GROUP INC COM | $12.79万 | 0.02% | 1,095 | 213 | 24.1% | $2.49万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC COMMON STOCK NEW | $12.74万 | 0.02% | 537 | 0 | 0.0% | — | 不变 |
| PPG | PPG INDS INC COM | $12.74万 | 0.02% | 1,050 | 234 | 28.7% | $2.84万 | 加仓 |
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | $12.47万 | 0.02% | 429 | 0 | 0.0% | — | 不变 |
| RS | RELIANCE INC COM | $12.37万 | 0.02% | 331 | 0 | 0.0% | — | 不变 |
| ACWI | ISHARES MSCI ACWI ETF | $12.34万 | 0.02% | 786 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES CORE S&P US VALUE ETF | $12.33万 | 0.02% | 1,119 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC SPONSORED ADR | $12.19万 | 0.02% | 2,326 | 950 | 69.0% | $4.98万 | 加仓 |
| SLG | SL GREEN RLTY CORP COM | $11.96万 | 0.02% | 2,311 | -2 | -0.1% | -$104 | 减仓 |
| EWA | ISHARES INC MSCI AUSTRALIA INDEX FD | $11.90万 | 0.02% | 4,227 | 0 | 0.0% | — | 不变 |
| GRMN | GARMIN LTD SHS | $11.88万 | 0.02% | 500 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED COM | $11.82万 | 0.02% | 347 | 16 | 4.8% | $5,452 | 加仓 |
| EFA | ISHARES MSCI EAFE ETF | $11.78万 | 0.02% | 1,134 | 0 | 0.0% | — | 不变 |
| USFD | US FOODS HLDG CORP COM | $11.75万 | 0.02% | 1,149 | 0 | 0.0% | — | 不变 |
| LYV | LIVE NATION ENTERTAINMENT INC COM | $11.72万 | 0.02% | 640 | 249 | 63.7% | $4.56万 | 加仓 |
| TSN | TYSON FOODS INC CL A | $11.42万 | 0.02% | 1,995 | 260 | 15.0% | $1.49万 | 加仓 |
| CNI | CANADIAN NATL RY CO COM | $11.41万 | 0.02% | 957 | -105 | -9.9% | -$1.25万 | 减仓 |
| INTU | INTUIT COM | $11.22万 | 0.02% | 430 | -41 | -8.7% | -$1.07万 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC COM | $11.17万 | 0.02% | 386 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $10.93万 | 0.02% | 880 | -24 | -2.7% | -$2,980 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $10.91万 | 0.02% | 935 | 350 | 59.8% | $4.08万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC SPONSORED ADR | $10.86万 | 0.02% | 1,758 | 1,342 | 322.6% | $8.29万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP INC COM CL A | $10.65万 | 0.02% | 1,224 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES ESG AWARE MSCI EM ETF | $10.64万 | 0.02% | 1,946 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $10.44万 | 0.02% | 3,000 | 0 | 0.0% | — | 不变 |
| UAL | UNITED AIRLS HLDGS INC COM | $10.40万 | 0.02% | 765 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP COM | $10.33万 | 0.02% | 1,667 | 406 | 32.2% | $2.52万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $10.33万 | 0.02% | 107 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY COM | $10.29万 | 0.02% | 1,187 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP COM | $10.26万 | 0.02% | 627 | 86 | 15.9% | $1.41万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $10.08万 | 0.02% | 1,749 | 1,053 | 151.3% | $6.07万 | 加仓 |
| IRM | IRON MTN INC DEL COM | $9.95万 | 0.02% | 788 | -2 | -0.3% | -$253 | 减仓 |
| BN | BROOKFIELD CORP CL A LTD VT SH | $9.85万 | 0.02% | 2,313 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RES CORP COM | $9.81万 | 0.02% | 366 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC COM | $9.80万 | 0.02% | 550 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD COM | $9.71万 | 0.02% | 626 | 0 | 0.0% | — | 不变 |
| RGLD | ROYAL GOLD INC COM | $9.70万 | 0.02% | 486 | 0 | 0.0% | — | 不变 |
| FMX | FOMENTO ECONOMICO MEXICANO S A SPON ADR UNITS | $9.69万 | 0.02% | 758 | 0 | 0.0% | — | 不变 |
| IOO | ISHARES GLOBAL 100 ETF | $9.62万 | 0.02% | 704 | 0 | 0.0% | — | 不变 |
| EWT | ISHARES MSCI TAIWAN ETF | $9.37万 | 0.02% | 863 | 0 | 0.0% | — | 不变 |
| DBX | DROPBOX INC CL A | $9.34万 | 0.02% | 3,400 | 0 | 0.0% | — | 不变 |
| SPAB | STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF | $9.33万 | 0.02% | 3,656 | 18 | 0.5% | $459 | 加仓 |
| CVS | CVS HEALTH CORP COM | $9.30万 | 0.02% | 899 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC COMMON STOCK | $9.29万 | 0.02% | 569 | -83 | -12.7% | -$1.36万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $9.14万 | 0.02% | 184 | 0 | 0.0% | — | 不变 |
| SMFG | SUMITOMO MITSUI FIN GRP INC SPONSORED ADR | $9.02万 | 0.02% | 3,827 | 0 | 0.0% | — | 不变 |
| WDFC | WD 40 CO COM | $8.99万 | 0.02% | 369 | 0 | 0.0% | — | 不变 |
| IXC | ISHARES GLOBAL ENERGY ETF | $8.93万 | 0.02% | 1,817 | -470 | -20.6% | -$2.31万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $8.89万 | 0.02% | 306 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $8.82万 | 0.02% | 1,290 | -228 | -15.0% | -$1.56万 | 减仓 |
| E | ENI SPA SPONSORED ADR | $8.77万 | 0.02% | 1,871 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP COM | $8.62万 | 0.02% | 785 | 355 | 82.6% | $3.90万 | 加仓 |
| VNQ | VANGUARD REIT INDEX ETF | $8.49万 | 0.02% | 880 | 0 | 0.0% | — | 不变 |
| OVV | OVINTIV INC COM | $8.46万 | 0.02% | 1,607 | 0 | 0.0% | — | 不变 |
| — | UNITED STATES GASOLINE FUND LP | $8.38万 | 0.02% | 814 | 0 | 0.0% | — | 不变 |
| MUFG | MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS | $8.37万 | 0.02% | 4,208 | 3,654 | 659.6% | $7.27万 | 加仓 |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $8.32万 | 0.02% | 667 | 0 | 0.0% | — | 不变 |
| SECT | MAIN SECTOR ROTATION ETF | $8.20万 | 0.02% | 1,138 | -32 | -2.7% | -$2,306 | 减仓 |
| BG | BUNGE GLOBAL SA COM SHS | $8.18万 | 0.02% | 766 | 0 | 0.0% | — | 不变 |
| IYG | ISHARES US FINANCIAL SERVICES ETF | $8.14万 | 0.02% | 900 | 0 | 0.0% | — | 不变 |
| — | JPMORGAN HIGH YIELD MUNICIPAL ETF | $8.13万 | 0.02% | 1,606 | -2,633 | -62.1% | -$13.33万 | 减仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $8.02万 | 0.01% | 913 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $7.96万 | 0.01% | 951 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW COM | $7.86万 | 0.01% | 597 | 33 | 5.9% | $4,342 | 加仓 |
| CBRE | CBRE GROUP INC CL A | $7.79万 | 0.01% | 578 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP CL A | $7.76万 | 0.01% | 858 | -144 | -14.4% | -$1.30万 | 减仓 |
| WYNN | WYNN RESORTS LTD COM | $7.71万 | 0.01% | 794 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $7.57万 | 0.01% | 338 | -21 | -5.8% | -$4,703 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE COM | $7.50万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED COM STK | $7.49万 | 0.01% | 1,612 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO COM | $7.44万 | 0.01% | 324 | 0 | 0.0% | — | 不变 |
| ALC | ALCON AG ORD SHS | $7.43万 | 0.01% | 1,107 | 0 | 0.0% | — | 不变 |
| NBIS | NEBIUS GROUP N.V. SHS CLASS A | $7.40万 | 0.01% | 268 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $7.37万 | 0.01% | 304 | 0 | 0.0% | — | 不变 |
| QSR | RESTAURANT BRANDS INTL INC COM | $7.25万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CTLS INTL PLC SHS | $7.25万 | 0.01% | 496 | 278 | 127.5% | $4.06万 | 加仓 |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $7.14万 | 0.01% | 698 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC COM SHS | $7.13万 | 0.01% | 420 | 95 | 29.2% | $1.61万 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC COM | $7.08万 | 0.01% | 487 | 80 | 19.7% | $1.16万 | 加仓 |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | $7.01万 | 0.01% | 614 | 0 | 0.0% | — | 不变 |
| EGP | EASTGROUP PPTYS INC COM | $6.99万 | 0.01% | 345 | 0 | 0.0% | — | 不变 |
| BCC | BOISE CASCADE CO DEL COM | $6.99万 | 0.01% | 900 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $6.94万 | 0.01% | 636 | 0 | 0.0% | — | 不变 |
| TXT | TEXTRON INC COM | $6.88万 | 0.01% | 750 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY INC COM | $6.85万 | 0.01% | 152 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC COM | $6.84万 | 0.01% | 278 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $6.79万 | 0.01% | 896 | 0 | 0.0% | — | 不变 |
| BLOK | AMPLIFY BLOCKCHAIN TECHNOLOGY ETF | $6.71万 | 0.01% | 1,071 | 0 | 0.0% | — | 不变 |