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 |
|---|---|---|---|---|---|---|---|---|
| FALN | ISHARES FALLEN ANGELS USD BOND ETF | $1.20万 | 0.00% | 441 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC CL A | $1.20万 | 0.00% | 167 | -97 | -36.7% | -$6,971 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A SHS | $1.19万 | 0.00% | 26 | 26 | — | $1.19万 | 新建仓 |
| MET | METLIFE INC COM | $1.18万 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS INC COM | $1.18万 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| AGI | ALAMOS GOLD INC COM CL A | $1.18万 | 0.00% | 390 | 0 | 0.0% | — | 不变 |
| SJM | SMUCKER J M CO COM NEW | $1.18万 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| TEX | TEREX CORP NEW COM | $1.17万 | 0.00% | 161 | 114 | 242.6% | $8,257 | 加仓 |
| LGLV | STATE STREET SPDR US LARGE CAP LOW VOLATILITY INDEX ETF | $1.16万 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC CL A | $1.16万 | 0.00% | 152 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC COM | $1.15万 | 0.00% | 422 | 173 | 69.5% | $4,733 | 重新持有 |
| NRG | NRG ENERGY INC COM NEW | $1.15万 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $1.13万 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| ONB | OLD NATL BANCORP IND COM | $1.13万 | 0.00% | 436 | 0 | 0.0% | — | 不变 |
| SIZE | ISHARES MSCI USA SIZE FACTOR ETF | $1.12万 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| RAL | RALLIANT CORP COM | $1.09万 | 0.00% | 148 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES INC COM | $1.08万 | 0.00% | 609 | 0 | 0.0% | — | 不变 |
| UPST | UPSTART HLDGS INC COM | $1.06万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| NOK | NOKIA CORP SPONSORED ADR | $1.06万 | 0.00% | 800 | 800 | — | $1.06万 | 新建仓 |
| NOW | SERVICENOW INC COM | $1.04万 | 0.00% | 105 | 100 | 2,000.0% | $9,928 | 加仓 |
| OGS | ONE GAS INC COM | $1.04万 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| MICC | MAGNUM ICE CREAM CO NV ORD SHS | $1.04万 | 0.00% | 596 | -265 | -30.8% | -$4,613 | 减仓 |
| CTRE | CARETRUST REIT INC COM | $1.04万 | 0.00% | 257 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR RUSSELL MIDCAP INDEX FD | $1.04万 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| HLN | HALEON PLC SPON ADS | $1.02万 | 0.00% | 1,095 | 0 | 0.0% | — | 不变 |
| ZM | ZOOM COMMUNICATIONS INC CL A | $1.02万 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP COM | $1.02万 | 0.00% | 214 | 0 | 0.0% | — | 不变 |
| DKNG | DRAFTKINGS INC NEW COM CL A | $1.01万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| NGG | NATIONAL GRID PLC SPONSORED ADR NE | $1.00万 | 0.00% | 121 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP COM | $9,996 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| ZION | ZIONS BANCORPORATION NATL ASSN COM | $9,963 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| KIE | STATE STREET SPDR S&P INSURANCE ETF | $9,941 | 0.00% | 163 | 0 | 0.0% | — | 不变 |
| CX | CEMEX SAB DE CV SPON ADR NEW | $9,792 | 0.00% | 816 | 0 | 0.0% | — | 不变 |
| BWXT | BWX TECHNOLOGIES INC COM | $9,733 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| GXO | GXO LOGISTICS INCORPORATED COMMON STOCK | $9,582 | 0.00% | 189 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC CL B | $9,568 | 0.00% | 89 | -1 | -1.1% | -$108 | 减仓 |
| PREF | PRINCIPAL SPECTRUM PREFERRED SECS ACTIVE ETF | $9,435 | 0.00% | 495 | 0 | 0.0% | — | 不变 |
| ADC | AGREE RLTY CORP COM | $9,316 | 0.00% | 123 | 0 | 0.0% | — | 不变 |
| NXST | NEXSTAR MEDIA GROUP INC COMMON STOCK | $9,287 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| HAS | HASBRO INC COM | $9,167 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| DXJ | WISDOMTREE JAPAN HEDGED EQUITY | $9,023 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO COM NEW | $9,001 | 0.00% | 376 | -383 | -50.5% | -$9,169 | 减仓 |
| AVT | AVNET INC COM | $8,882 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MCHI | ISHARES MSCI CHINA ETF | $8,827 | 0.00% | 173 | 0 | 0.0% | — | 不变 |
| JOBY | JOBY AVIATION INC COMMON STOCK | $8,670 | 0.00% | 972 | 0 | 0.0% | — | 不变 |
| PPA | INVESCO AEROSPACE & DEFENSE ETF | $8,656 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES 20 YR TREASURY ETF | $8,556 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC COM | $8,420 | 0.00% | 195 | 0 | 0.0% | — | 不变 |
| ENS | ENERSYS COM | $8,418 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| FOX | FOX CORP CL B COM | $8,384 | 0.00% | 179 | 0 | 0.0% | — | 不变 |
| — | SCHWAB CRYPTO THEMATIC ETF | $8,184 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC COM | $8,066 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP COM SHS | $7,946 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| SKM | SK TELECOM CO LTD SPONSORED ADR | $7,944 | 0.00% | 247 | 0 | 0.0% | — | 不变 |
| FHI | FEDERATED HERMES INC CL B | $7,676 | 0.00% | 139 | 0 | 0.0% | — | 不变 |
| FBP | FIRST BANCORP CORPORATION COM NEW | $7,665 | 0.00% | 294 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP COM | $7,661 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN IDEC INC | $7,562 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| WSO | WATSCO INC COM | $7,501 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| DOC | HEALTHPEAK PROPERTIES INC COM | $7,490 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTL COM | $7,445 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ASTS | AST SPACEMOBILE INC COM CL A | $7,375 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| SMMT | SUMMIT THERAPEUTICS INC COM | $7,300 | 0.00% | 501 | 0 | 0.0% | — | 不变 |
| WRB | BERKLEY W R CORP COM | $7,165 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | $7,098 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| CMS | CMS ENERGY CORP COM | $7,038 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| OLN | OLIN CORP COM PAR $1 | $7,016 | 0.00% | 354 | 0 | 0.0% | — | 不变 |
| WULF | TERAWULF INC COM | $7,015 | 0.00% | 284 | -2,497 | -89.8% | -$6.17万 | 减仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATION CL A | $6,845 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC SPON ADR NEW | $6,832 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| GL | GLOBE LIFE INC COM | $6,790 | 0.00% | 38 | 38 | — | $6,790 | 新建仓 |
| YUMC | YUM CHINA HLDGS INC COM | $6,621 | 0.00% | 162 | 0 | 0.0% | — | 不变 |
| ING | ING GROEP N.V. SPONSORED ADR | $6,496 | 0.00% | 207 | 0 | 0.0% | — | 不变 |
| M | MACYS INC COM | $6,382 | 0.00% | 271 | 0 | 0.0% | — | 不变 |
| PAGP | PLAINS GP HLDGS L P LTD PARTNR INT A | $5,995 | 0.00% | 247 | 0 | 0.0% | — | 不变 |
| JGRO | JPMORGAN ACTIVE GROWTH ETF | $5,915 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| CWST | CASELLA WASTE SYS INC CL A | $5,915 | 0.00% | 61 | 61 | — | $5,915 | 新建仓 |
| STT | STATE STR CORP COM | $5,881 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| WCC | WESCO INTL INC COM | $5,872 | 0.00% | 17 | 17 | — | $5,872 | 新建仓 |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | $5,855 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| SGML | SIGMA LITHIUM CORPORATION COM | $5,743 | 0.00% | 454 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $5,726 | 0.00% | 172 | -2,435 | -93.4% | -$8.11万 | 减仓 |
| GAP | GAP INC COM | $5,660 | 0.00% | 303 | 0 | 0.0% | — | 不变 |
| FFLC | FIDELITY FUNDAMENTAL LARGE CAP CORE ETF | $5,655 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| CDW | CDW CORP COM | $5,626 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| XHR | XENIA HOTELS & RESORTS INC COM | $5,599 | 0.00% | 275 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $5,479 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| AVAV | AEROVIRONMENT INC COM | $5,447 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP COM | $5,435 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC COM | $5,362 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| PR | PERMIAN RESOURCES CORP CLASS A COM | $5,357 | 0.00% | 291 | 0 | 0.0% | — | 不变 |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | $5,296 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| FLYW | FLYWIRE CORPORATION COM VTG | $5,271 | 0.00% | 300 | 300 | — | $5,271 | 新建仓 |
| LITE | LUMENTUM HLDGS INC COM | $5,148 | 0.00% | 6 | 6 | — | $5,148 | 新建仓 |
| WTFC | WINTRUST FINL CORP COM | $4,982 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES RUSSELL 1000 ETF | $4,914 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| KAI | KADANT INC COM | $4,713 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| EFAV | ISHARES MSCI EAFE MIN VOL FACTOR ETF | $4,649 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| DFEV | DIMENSIONAL EMERGING MARKETS VALUE ETF | $4,523 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| EEMV | ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF | $4,366 | 0.00% | 58 | 0 | 0.0% | — | 不变 |