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 |
|---|---|---|---|---|---|---|---|---|
| BLV | VANGUARD LONG-TERM BOND ETF | $3,577 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC COM | $3,539 | 0.00% | 10 | -5 | -33.3% | -$1,770 | 减仓 |
| HPQ | HP INC COM | $3,535 | 0.00% | 184 | 0 | 0.0% | — | 不变 |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $3,508 | 0.00% | 62 | 62 | — | $3,508 | 新建仓 |
| OEF | ISHARES S&P 100 ETF | $3,499 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| CHTR | CHARTER COMMUNICATIONS INC CL A | $3,454 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP COM | $3,383 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| ELAN | ELANCO ANIMAL HEALTH INC COM | $3,326 | 0.00% | 139 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC COM CL A | $3,295 | 0.00% | 89 | 89 | — | $3,295 | 新建仓 |
| JAVA | JPMORGAN ACTIVE VALUE ETF | $3,229 | 0.00% | 45 | -266 | -85.5% | -$1.91万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC COM | $3,178 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $3,075 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| LPLA | LPL FINL HLDGS INC COM | $3,008 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $2,973 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| TEX | TEREX CORP NEW COM | $2,748 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC COM | $2,674 | 0.00% | 11 | -234 | -95.5% | -$5.69万 | 减仓 |
| AMTM | AMENTUM HOLDINGS INC COM | $2,582 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| CLF | CLEVELAND-CLIFFS INC NEW COM | $2,451 | 0.00% | 290 | 0 | 0.0% | — | 不变 |
| MTG | MGIC INVT CORP WIS COM | $2,389 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| AME | AMETEK INC COM | $2,358 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES MSCI EAFE SMALL-CAP ETF | $2,352 | 0.00% | 30 | 30 | — | $2,352 | 新建仓 |
| DOCS | DOXIMITY INC CL A | $2,307 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| OMF | ONEMAIN HLDGS INC COM | $2,300 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | $2,285 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| ARGX | ARGENX SE SPONSORED ADR | $2,191 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| MARA | MARA HOLDINGS INC COM | $2,122 | 0.00% | 260 | 0 | 0.0% | — | 不变 |
| MUNI | PIMCO ETF TR INTER MUN BD STRATEGY FD | $2,111 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| OHI | OMEGA HEALTHCARE INVS INC COM | $2,060 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| FWONK | LIBERTY MEDIA CORP DEL COM LBTY ONE S C | $2,040 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC COM NEW | $2,032 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| MUSA | MURPHY USA INC COM | $1,976 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES 1-3 YR CREDIT BOND ETF | $1,945 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| ON | ON SEMICONDUCTOR CORP COM | $1,858 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO COM | $1,798 | 0.00% | 17 | -16 | -48.5% | -$1,692 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC COM | $1,783 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| CRBG | COREBRIDGE FINL INC COM | $1,766 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| QTEC | FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND | $1,728 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| CGIE | CAPITAL GROUP INTERNATIONAL EQUITY ETF | $1,725 | 0.00% | 51 | 51 | — | $1,725 | 新建仓 |
| VO | VANGUARD MID-CAP ETF | $1,723 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| HL | HECLA MINING COMPANY COM | $1,714 | 0.00% | 92 | -56 | -37.8% | -$1,043 | 减仓 |
| PFGC | PERFORMANCE FOOD GROUP CO COM | $1,628 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| TKO | TKO GROUP HOLDINGS INC CL A | $1,613 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| TLN | TALEN ENERGY CORP COM | $1,596 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD SMALL-CAP ETF | $1,572 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $1,562 | 0.00% | 4 | -38 | -90.5% | -$1.48万 | 减仓 |
| IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $1,384 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| KNSL | KINSALE CAP GROUP INC COM | $1,367 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC COM | $1,333 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| LLYVA | LIBERTY LIVE HOLDINGS INC COM SER A | $1,283 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO COM | $1,282 | 0.00% | 57 | -232 | -80.3% | -$5,218 | 减仓 |
| XIFR | XPLR INFRASTRUCTURE LP COM UNIT PART IN | $1,243 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD SMALL-CAP GROWTH ETF | $1,209 | 0.00% | 4 | 4 | — | $1,209 | 新建仓 |
| MDYG | STATE STREET SPDR S&P 400 MID CAP GROWTH ETF | $1,152 | 0.00% | 12 | 12 | — | $1,152 | 新建仓 |
| DES | WISDOMTREE U.S. SMALLCAP DIVIDEND FUND | $1,150 | 0.00% | 32 | 32 | — | $1,150 | 新建仓 |
| USHY | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | $1,142 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| PBI | PITNEY BOWES INC COM | $1,105 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| DON | WISDOMTREE U.S. MIDCAP DIVIDEND FUND | $1,103 | 0.00% | 21 | 21 | — | $1,103 | 新建仓 |
| TE | T1 ENERGY INC COM NEW | $1,054 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| NXRT | NEXPOINT RESIDENTIAL TR INC COM | $1,025 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| RUM | RUMBLE INC COM CL A | $1,020 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| ALNY | ALNYLAM PHARMACEUTICALS INC COM | $993 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| BR | BROADRIDGE FINL SOLUTIONS INC COM | $975 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| ITT | ITT INC COM | $953 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| SPHD | INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF | $943 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| FNF | FIDELITY NATL FINL INC COM SHS | $928 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC COM CL A | $901 | 0.00% | 13 | -128 | -90.8% | -$8,871 | 减仓 |
| AMH | AMERICAN HOMES 4 RENT CL A | $893 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| BRBR | BELLRING BRANDS INC COMMON STOCK | $869 | 0.00% | 54 | -55 | -50.5% | -$885 | 减仓 |
| WDS | WOODSIDE ENERGY GROUP LTD SPONSORED ADR | $860 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP COM CL A | $796 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | $729 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| BHF | BRIGHTHOUSE FINL INC COM | $719 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| DFIS | DIMENSIONAL INTERNATIONAL SMALL CAP ETF | $707 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW COM | $674 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| MLI | MUELLER INDS INC COM | $665 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| DOX | AMDOCS LTD SHS | $587 | 0.00% | 9 | -4 | -30.8% | -$261 | 减仓 |
| CRH | CRH PLC ORD | $526 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC COM | $523 | 0.00% | 5 | -15 | -75.0% | -$1,569 | 减仓 |
| NATL | NCR ATLEOS CORPORATION COM SHS | $523 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| SKYD | PARAMOUNT SKYDANCE CORP COM CL B | $514 | 0.00% | 57 | -250 | -81.4% | -$2,254 | 减仓 |
| PAC | GRUPO AEROPORTUNARIO DEL PACIF SPON ADS B | $494 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| BMBL | BUMBLE INC COM CL A | $453 | 0.00% | 139 | 0 | 0.0% | — | 不变 |
| RELX | RELX PLC SPONSORED ADR | $431 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| IDA | IDACORP INC COM | $429 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| BATRK | ATLANTA BRAVES HLDGS INC COM SER C | $384 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| DY | DYCOM INDS INC COM | $339 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| CNH | CNH INDL N V SHS | $319 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| SKT | TANGER INC COM | $306 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| CBOE | CBOE GLOBAL MKTS INC COM | $281 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| NSSC | NAPCO SEC TECHNOLOGIES INC COM | $276 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| AIT | APPLIED INDL TECHNOLOGIES INC COM | $265 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| IXG | ISHARES GLOBAL FINANCIALS ETF | $228 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETF | $219 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| REZI | RESIDEO TECHNOLOGIES INC COM | $169 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| VYX | NCR VOYIX CORPORATION COM | $158 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| CHRD | CHORD ENERGY CORPORATION COM NEW | $142 | 0.00% | 1 | -22 | -95.7% | -$3,124 | 减仓 |
| COMT | ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF | $135 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| FIS | FIDELITY NATL INFORMATION SVCS COM | $94 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ASIX | ADVANSIX INC COM | $24 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC SPONSORED ADR | $0 | 0.00% | 0 | -1,607 | -100.0% | -$29.55万 | 清仓 |