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 |
|---|---|---|---|---|---|---|---|---|
| HLN | HALEON PLC SPON ADS | $1.10万 | 0.00% | 1,095 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP COM | $1.08万 | 0.00% | 214 | 0 | 0.0% | — | 不变 |
| OLN | OLIN CORP COM PAR $1 | $1.05万 | 0.00% | 354 | 0 | 0.0% | — | 不变 |
| DVA | DAVITA INC COM | $1.05万 | 0.00% | 68 | -423 | -86.2% | -$6.50万 | 减仓 |
| HAS | HASBRO INC COM | $1.04万 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| AAL | AMERICAN AIRLINES GROUP INC COM | $1.03万 | 0.00% | 961 | 0 | 0.0% | — | 不变 |
| NGG | NATIONAL GRID PLC SPONSORED ADR NE | $1.02万 | 0.00% | 121 | 0 | 0.0% | — | 不变 |
| BROS | DUTCH BROS INC CL A | $1.02万 | 0.00% | 202 | 0 | 0.0% | — | 不变 |
| BWXT | BWX TECHNOLOGIES INC COM | $1.02万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| SJM | SMUCKER J M CO COM NEW | $1.01万 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| SIZE | ISHARES MSCI USA SIZE FACTOR ETF | $1.00万 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES S&P 500 GROWTH ETF | $9,954 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC COM | $9,901 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| GXO | GXO LOGISTICS INCORPORATED COMMON STOCK | $9,800 | 0.00% | 189 | 0 | 0.0% | — | 不变 |
| MCHI | ISHARES MSCI CHINA ETF | $9,719 | 0.00% | 173 | 0 | 0.0% | — | 不变 |
| ONB | OLD NATL BANCORP IND COM | $9,636 | 0.00% | 436 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES INC COM | $9,531 | 0.00% | 609 | 502 | 469.2% | $7,856 | 加仓 |
| FOX | FOX CORP CL B COM | $9,505 | 0.00% | 179 | 0 | 0.0% | — | 不变 |
| SMMT | SUMMIT THERAPEUTICS INC COM | $9,499 | 0.00% | 501 | 0 | 0.0% | — | 不变 |
| ZM | ZOOM COMMUNICATIONS INC CL A | $9,486 | 0.00% | 118 | -93 | -44.1% | -$7,476 | 减仓 |
| CTRE | CARETRUST REIT INC COM | $9,419 | 0.00% | 257 | 0 | 0.0% | — | 不变 |
| NXST | NEXSTAR MEDIA GROUP INC COMMON STOCK | $9,403 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| MUFG | MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS | $9,401 | 0.00% | 554 | 0 | 0.0% | — | 不变 |
| CX | CEMEX SA EURO MTN BE 144A SPON ADR NEW | $9,335 | 0.00% | 816 | 0 | 0.0% | — | 不变 |
| PREF | PRINCIPAL SPECTRUM PREFERRED SECS ACTIVE ETF | $9,316 | 0.00% | 495 | 0 | 0.0% | — | 不变 |
| ADC | AGREE RLTY CORP COM | $9,272 | 0.00% | 123 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC COM SHS | $9,200 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC CL A | $9,147 | 0.00% | 152 | -173 | -53.2% | -$1.04万 | 减仓 |
| IWR | ISHARES TR RUSSELL MIDCAP INDEX FD | $9,140 | 0.00% | 94 | 56 | 147.4% | $5,445 | 加仓 |
| AMLP | ALPS TRUST ETF ALERIAN MLP | $9,001 | 0.00% | 171 | -62 | -26.6% | -$3,264 | 减仓 |
| AVY | AVERY DENNISON CORP COM | $8,979 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| KIE | STATE STREET SPDR S&P INSURANCE ETF | $8,965 | 0.00% | 163 | -4 | -2.4% | -$220 | 减仓 |
| UPS | UNITED PARCEL SVCS INC CL B | $8,854 | 0.00% | 90 | -803 | -89.9% | -$7.90万 | 减仓 |
| PYPL | PAYPAL HLDGS INC COM | $8,820 | 0.00% | 195 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP COM | $8,682 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| DKNG | DRAFTKINGS INC NEW COM CL A | $8,648 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES 20 YR TREASURY ETF | $8,582 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC COM CL A | $8,556 | 0.00% | 49 | -40 | -44.9% | -$6,984 | 减仓 |
| ZION | ZIONS BANCORPORATION NATL ASSN COM | $8,297 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP COM | $8,248 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| DXJ | WISDOMTREE JAPAN HEDGED EQUITY | $8,246 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| PPA | INVESCO AEROSPACE & DEFENSE ETF | $8,119 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| JOBY | JOBY AVIATION INC COMMON STOCK | $8,029 | 0.00% | 972 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA HLDGS INC COM | $7,902 | 0.00% | 162 | 0 | 0.0% | — | 不变 |
| FHI | FEDERATED HERMES INC CL B | $7,883 | 0.00% | 139 | 0 | 0.0% | — | 不变 |
| BRKR | BRUKER CORP COM | $7,766 | 0.00% | 215 | 0 | 0.0% | — | 不变 |
| UPST | UPSTART HLDGS INC COM | $7,695 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | $7,653 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INC CL A NEW | $7,488 | 0.00% | 60 | -281 | -82.4% | -$3.51万 | 减仓 |
| GAP | GAP INC COM | $7,333 | 0.00% | 303 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTL COM | $7,318 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SKM | SK TELECOM CO LTD SPONSORED ADR | $7,235 | 0.00% | 247 | 0 | 0.0% | — | 不变 |
| CMS | CMS ENERGY CORP COM | $7,137 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC COM | $6,914 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| ASTS | AST SPACEMOBILE INC COM CL A | $6,878 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| WRB | BERKLEY W R CORP COM | $6,733 | 0.00% | 102 | -71 | -41.0% | -$4,687 | 减仓 |
| SOLV | SOLVENTUM CORP COM SHS | $6,726 | 0.00% | 103 | -24 | -18.9% | -$1,567 | 减仓 |
| WSO | WATSCO INC COM | $6,548 | 0.00% | 18 | -17 | -48.6% | -$6,184 | 减仓 |
| BIIB | BIOGEN IDEC INC | $6,417 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC SPON ADR NEW | $6,328 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| FBP | FIRST BANCORP CORPORATION COM NEW | $6,280 | 0.00% | 294 | 0 | 0.0% | — | 不变 |
| ENS | ENERSYS COM | $6,254 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| PR | PERMIAN RESOURCES CORP CLASS A COM | $6,204 | 0.00% | 291 | 0 | 0.0% | — | 不变 |
| AVT | AVNET INC COM | $6,162 | 0.00% | 100 | -100 | -50.0% | -$6,162 | 减仓 |
| RAL | RALLIANT CORP COM | $6,155 | 0.00% | 148 | 0 | 0.0% | — | 不变 |
| — | SCHWAB CRYPTO THEMATIC ETF | $6,082 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| AVAV | AEROVIRONMENT INC COM | $6,041 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| PAGP | PLAINS GP HLDGS L P LTD PARTNR INT A | $5,997 | 0.00% | 247 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP COM NEW | $5,890 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| DOC | HEALTHPEAK PROPERTIES INC COM | $5,751 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| CE | CELANESE CORP DEL COM | $5,656 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| SGML | SIGMA LITHIUM CORPORATION COM | $5,602 | 0.00% | 454 | 0 | 0.0% | — | 不变 |
| — | BARINGS CORPORATE INVS COM | $5,517 | 0.00% | 320 | 0 | 0.0% | — | 不变 |
| STN | STANTEC INC COM | $5,443 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATION CL A | $5,436 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| ING | ING GROEP N.V. SPONSORED ADR | $5,392 | 0.00% | 207 | 0 | 0.0% | — | 不变 |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | $5,345 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP COM | $5,235 | 0.00% | 12 | -14 | -53.8% | -$6,108 | 减仓 |
| JGRO | JPMORGAN ACTIVE GROWTH ETF | $5,071 | 0.00% | 60 | 60 | — | $5,071 | 新建仓 |
| DG | DOLLAR GEN CORP COM | $4,987 | 0.00% | 42 | 21 | 100.0% | $2,494 | 加仓 |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | $4,952 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| FFLC | FIDELITY FUNDAMENTAL LARGE CAP CORE ETF | $4,923 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| M | MACYS INC COM | $4,902 | 0.00% | 271 | 0 | 0.0% | — | 不变 |
| EFAV | ISHARES MSCI EAFE MIN VOL FACTOR ETF | $4,843 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| CDW | CDW CORP COM | $4,841 | 0.00% | 40 | -20 | -33.3% | -$2,420 | 减仓 |
| ADSK | AUTODESK INC COM | $4,788 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| DPZ | DOMINOS PIZZA INC COM | $4,664 | 0.00% | 13 | -13 | -50.0% | -$4,664 | 重新持有 |
| STT | STATE STR CORP COM | $4,388 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| KAI | KADANT INC COM | $4,385 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| NXT | NEXTPOWER INC CLASS A COM | $4,340 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| WTFC | WINTRUST FINL CORP COM | $4,307 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES RUSSELL 1000 ETF | $4,279 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| POST | POST HLDGS INC COM | $4,251 | 0.00% | 43 | -43 | -50.0% | -$4,251 | 减仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR | $4,180 | 0.00% | 193 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $4,130 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| XHR | XENIA HOTELS & RESORTS INC COM | $4,078 | 0.00% | 275 | 0 | 0.0% | — | 不变 |
| LAC | LITHIUM AMERS CORP NEW COM SHS | $3,950 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| DFEV | DIMENSIONAL EMERGING MARKETS VALUE ETF | $3,793 | 0.00% | 106 | 106 | — | $3,793 | 新建仓 |
| EEMV | ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF | $3,754 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $3,608 | 0.00% | 49 | 0 | 0.0% | — | 不变 |