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 |
|---|---|---|---|---|---|---|---|---|
| SPCX | SPACE EXPLORATION TECHN CORP CLASS A COM STK | $6.70万 | 0.01% | 392 | 392 | — | $6.70万 | 新建仓 |
| EBAY | EBAY INC. COM | $6.68万 | 0.01% | 598 | 0 | 0.0% | — | 不变 |
| INFY | INFOSYS LTD SPONSORED ADR | $6.64万 | 0.01% | 6,328 | -359 | -5.4% | -$3,766 | 减仓 |
| BXP | BXP INC COM | $6.63万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP COM | $6.59万 | 0.01% | 1,544 | -259 | -14.4% | -$1.11万 | 减仓 |
| PFE | PFIZER INC COM | $6.55万 | 0.01% | 2,722 | 1,856 | 214.3% | $4.47万 | 加仓 |
| BCS | BARCLAYS PLC ADR | $6.47万 | 0.01% | 2,410 | 876 | 57.1% | $2.35万 | 加仓 |
| VUG | VANGUARD GROWTH ETF | $6.36万 | 0.01% | 738 | 0 | 0.0% | — | 不变 |
| FDXF | FEDEX FGHT HLDG CO INC COMMON STOCK | $6.27万 | 0.01% | 415 | 415 | — | $6.27万 | 新建仓 |
| NXPI | NXP SEMICONDUCTORS N V COM | $6.24万 | 0.01% | 222 | 0 | 0.0% | — | 不变 |
| SU | SUNCOR ENERGY INC NEW COM | $6.15万 | 0.01% | 1,145 | 388 | 51.3% | $2.08万 | 加仓 |
| KRE | STATE STREET SPDR S&P REGIONAL BANKING ETF | $6.14万 | 0.01% | 820 | 0 | 0.0% | — | 不变 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $6.11万 | 0.01% | 1,150 | 0 | 0.0% | — | 不变 |
| AON | AON PLC SHS CL A | $6.10万 | 0.01% | 184 | -2 | -1.1% | -$663 | 减仓 |
| STLD | STEEL DYNAMICS INC COM | $6.06万 | 0.01% | 264 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | $6.02万 | 0.01% | 3,147 | -281 | -8.2% | -$5,373 | 减仓 |
| NTR | NUTRIEN LTD COM | $5.99万 | 0.01% | 952 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC SHS | $5.99万 | 0.01% | 122 | 0 | 0.0% | — | 不变 |
| AGCO | AGCO CORP COM | $5.99万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| VMRK | EQUITY RESIDENTIAL SH BEN INT | $5.98万 | 0.01% | 880 | 287 | 48.4% | $1.95万 | 加仓 |
| BBY | BEST BUY INC COM | $5.97万 | 0.01% | 787 | -280 | -26.2% | -$2.12万 | 减仓 |
| KVUE | KENVUE INC COM | $5.82万 | 0.01% | 3,045 | 2,356 | 341.9% | $4.50万 | 加仓 |
| FPE | FIRST TRUST PREFERRED SECURITIES & INCOME ETF | $5.62万 | 0.01% | 3,143 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC COM | $5.58万 | 0.01% | 420 | 82 | 24.3% | $1.09万 | 加仓 |
| B | BARRICK MNG CORP COM SHS | $5.55万 | 0.01% | 1,510 | 532 | 54.4% | $1.95万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC COM | $5.33万 | 0.01% | 550 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO COM | $5.25万 | 0.01% | 299 | -1 | -0.3% | -$175 | 减仓 |
| REET | ISHARES GLOBAL REIT ETF | $5.23万 | 0.01% | 1,895 | 0 | 0.0% | — | 不变 |
| EDIV | STATE STREET SPDR S&P EMERGING MARKETS DIVIDEND ETF | $5.20万 | 0.01% | 1,270 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC COM | $5.20万 | 0.01% | 332 | 175 | 111.5% | $2.74万 | 加仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS | $5.20万 | 0.01% | 1,159 | 854 | 280.0% | $3.83万 | 加仓 |
| VIS | VANGUARD INDUSTRIALS ETF | $5.19万 | 0.01% | 144 | 0 | 0.0% | — | 不变 |
| SMH | VANECK SEMICONDUCTOR ETF | $5.18万 | 0.01% | 79 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO COM | $5.04万 | 0.01% | 333 | 62 | 22.9% | $9,382 | 加仓 |
| HYG | ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF | $5.04万 | 0.01% | 630 | 0 | 0.0% | — | 不变 |
| CACI | CACI INTL INC CL A | $5.00万 | 0.01% | 108 | 0 | 0.0% | — | 不变 |
| MAA | MID-AMER APT CMNTYS INC COM | $5.00万 | 0.01% | 360 | 0 | 0.0% | — | 不变 |
| CINF | CINCINNATI FINL CORP COM | $4.94万 | 0.01% | 267 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES S&P 500 VALUE ETF | $4.93万 | 0.01% | 217 | -62 | -22.2% | -$1.41万 | 减仓 |
| BX | BLACKSTONE INC COM | $4.92万 | 0.01% | 418 | -39 | -8.5% | -$4,589 | 减仓 |
| VPU | VANGUARD UTILITIES | $4.85万 | 0.01% | 248 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP CL A | $4.78万 | 0.01% | 271 | 0 | 0.0% | — | 不变 |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | $4.76万 | 0.01% | 458 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO COM CL A | $4.75万 | 0.01% | 142 | 0 | 0.0% | — | 不变 |
| VOX | VANGUARD COMMUNICATION SERVICES ETF | $4.69万 | 0.01% | 255 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP COM NEW | $4.66万 | 0.01% | 772 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD FINANCIALS ETF | $4.54万 | 0.01% | 345 | 0 | 0.0% | — | 不变 |
| CGMU | CAPITAL GROUP MUNICIPAL INCOME ETF | $4.47万 | 0.01% | 1,628 | 0 | 0.0% | — | 不变 |
| FSCO | FS CREDIT OPPORTUNITIES CORP COMMON STOCK | $4.42万 | 0.01% | 8,859 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP COM | $4.42万 | 0.01% | 1,216 | -50 | -3.9% | -$1,818 | 减仓 |
| IHI | ISHARES U.S. MEDICAL DEVICES ETF | $4.39万 | 0.01% | 889 | -22 | -2.4% | -$1,087 | 减仓 |
| DG | DOLLAR GEN CORP COM | $4.29万 | 0.01% | 373 | 331 | 788.1% | $3.81万 | 加仓 |
| EQIX | EQUINIX INC COM | $4.27万 | 0.01% | 41 | 4 | 10.8% | $4,170 | 加仓 |
| FLEX | FLEX LTD ORD | $4.26万 | 0.01% | 263 | 0 | 0.0% | — | 不变 |
| VCR | VANGUARD CONSUMER DISCRETIONARY ETF | $4.24万 | 0.01% | 107 | 0 | 0.0% | — | 不变 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $4.23万 | 0.01% | 278 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $4.20万 | 0.01% | 255 | 255 | — | $4.20万 | 新建仓 |
| PINS | PINTEREST INC CL A | $4.18万 | 0.01% | 1,989 | -489 | -19.7% | -$1.03万 | 减仓 |
| TEL | TE CONNECTIVITY PLC ORD SHS | $4.13万 | 0.01% | 205 | 0 | 0.0% | — | 不变 |
| IYM | ISHARES U.S. BASIC MATERIALS ETF | $4.13万 | 0.01% | 230 | 0 | 0.0% | — | 不变 |
| ORA | ORMAT TECHNOLOGIES INC COM | $4.09万 | 0.01% | 376 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $4.08万 | 0.01% | 260 | -5 | -1.9% | -$785 | 减仓 |
| VVV | VALVOLINE INC COM | $4.08万 | 0.01% | 1,031 | -299 | -22.5% | -$1.18万 | 减仓 |
| VNT | VONTIER CORPORATION COM | $4.00万 | 0.01% | 1,378 | 0 | 0.0% | — | 不变 |
| NEU | NEWMARKET CORP COM | $3.96万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| FLRN | STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF | $3.94万 | 0.01% | 1,277 | 0 | 0.0% | — | 不变 |
| ROKU | ROKU INC COM CL A | $3.94万 | 0.01% | 285 | -352 | -55.3% | -$4.86万 | 减仓 |
| DLTR | DOLLAR TREE INC COM | $3.92万 | 0.01% | 324 | -192 | -37.2% | -$2.32万 | 减仓 |
| SCHR | SCHWAB INTERMEDIATE-TERM US TREASURY ETF | $3.87万 | 0.01% | 1,570 | 0 | 0.0% | — | 不变 |
| GFI | GOLD FIELDS LTD SPONSORED ADR | $3.85万 | 0.01% | 1,146 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS COM | $3.74万 | 0.01% | 60 | 0 | 0.0% | — | 不变 |
| VALE | VALE S A SPONSORED ADS | $3.73万 | 0.01% | 2,483 | 0 | 0.0% | — | 不变 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR | $3.72万 | 0.01% | 1,485 | 1,292 | 669.4% | $3.24万 | 加仓 |
| VDC | VANGUARD CONSUMER STAPLES ETF | $3.72万 | 0.01% | 165 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC CL B | $3.69万 | 0.01% | 900 | -653 | -42.0% | -$2.68万 | 减仓 |
| VTWO | VANGUARD RUSSELL 2000 ETF | $3.68万 | 0.01% | 303 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP COM | $3.66万 | 0.01% | 231 | 15 | 6.9% | $2,379 | 加仓 |
| MHK | MOHAWK INDS INC COM | $3.64万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| WTRG | ESSENTIAL UTILS INC COM | $3.63万 | 0.01% | 947 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC COM | $3.55万 | 0.01% | 167 | 0 | 0.0% | — | 不变 |
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | $3.50万 | 0.01% | 748 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | $3.46万 | 0.01% | 194 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC. COM | $3.45万 | 0.01% | 378 | 47 | 14.2% | $4,286 | 加仓 |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | $3.45万 | 0.01% | 592 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC COM | $3.39万 | 0.01% | 20 | 0 | 0.0% | — | 不变 |
| ICSH | ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | $3.39万 | 0.01% | 670 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP COM | $3.33万 | 0.01% | 668 | 0 | 0.0% | — | 不变 |
| RBLX | ROBLOX CORP CL A | $3.30万 | 0.01% | 606 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC SHS | $3.28万 | 0.01% | 419 | -691 | -62.3% | -$5.41万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP COM | $3.23万 | 0.01% | 357 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC COM | $3.22万 | 0.01% | 79 | -79 | -50.0% | -$3.22万 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | $3.15万 | 0.01% | 356 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $3.08万 | 0.01% | 162 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC COM | $3.07万 | 0.01% | 62 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAPITAL CORP COM | $3.02万 | 0.01% | 1,631 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $3.02万 | 0.01% | 206 | 182 | 758.3% | $2.66万 | 加仓 |
| PCY | POWERSHARES EMERGING MKTS SOVEREIGN DEBT | $3.01万 | 0.01% | 1,389 | 38 | 2.8% | $823 | 加仓 |
| CMF | ISHARES CALIFORNIA MUNI BOND ETF | $2.99万 | 0.01% | 518 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO COM | $2.96万 | 0.01% | 872 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC COM | $2.91万 | 0.01% | 270 | 0 | 0.0% | — | 不变 |