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 |
|---|---|---|---|---|---|---|---|---|
| STN | STANTEC INC COM | $4,341 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| NXT | NEXTPOWER INC CLASS A COM | $4,289 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| TEAM | ATLASSIAN CORPORATION CL A | $4,278 | 0.00% | 55 | 55 | — | $4,278 | 新建仓 |
| HPQ | HP INC COM | $4,037 | 0.00% | 184 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES S&P 100 ETF | $4,025 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| CE | CELANESE CORP DEL COM | $3,956 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| LAC | LITHIUM AMERS CORP NEW COM SHS | $3,850 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| DPZ | DOMINOS PIZZA INC COM | $3,849 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| POST | POST HLDGS INC COM | $3,795 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $3,769 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINL GROUP INC COM | $3,714 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $3,597 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| BLV | VANGUARD LONG-TERM BOND ETF | $3,584 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| JAVA | JPMORGAN ACTIVE VALUE ETF | $3,573 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| ELAN | ELANCO ANIMAL HEALTH INC COM | $3,421 | 0.00% | 139 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC COM | $3,384 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $2,956 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| ON | ON SEMICONDUCTOR CORP COM | $2,836 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| LPLA | LPL FINL HLDGS INC COM | $2,817 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CLF | CLEVELAND-CLIFFS INC NEW COM | $2,723 | 0.00% | 290 | 0 | 0.0% | — | 不变 |
| QTEC | FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND | $2,678 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| AME | AMETEK INC COM | $2,661 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| OMF | ONEMAIN HLDGS INC COM | $2,622 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| MTG | MGIC INVT CORP WIS COM | $2,566 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | $2,303 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| CHTR | CHARTER COMMUNICATIONS INC CL A | $2,275 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| TE | T1 ENERGY INC COM NEW | $2,275 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC COM | $2,255 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| OHI | OMEGA HEALTHCARE INVS INC COM | $2,241 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| MUSA | MURPHY USA INC COM | $2,155 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC COM | $2,139 | 0.00% | 11 | -9 | -45.0% | -$1,750 | 减仓 |
| MUNI | PIMCO ETF TR INTER MUN BD STRATEGY FD | $2,127 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| PFGC | PERFORMANCE FOOD GROUP CO COM | $2,124 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| AMTM | AMENTUM HOLDINGS INC COM | $2,046 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC COM NEW | $2,012 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO COM | $2,006 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES 1-3 YR CREDIT BOND ETF | $1,939 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD MID-CAP ETF | $1,934 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| TLN | TALEN ENERGY CORP COM | $1,921 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| CGIE | CAPITAL GROUP INTERNATIONAL EQUITY ETF | $1,876 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC COM CL A | $1,873 | 0.00% | 52 | -37 | -41.6% | -$1,333 | 减仓 |
| VB | VANGUARD SMALL-CAP ETF | $1,819 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO NASDAQ 100 ETF | $1,818 | 0.00% | 6 | -184 | -96.8% | -$5.58万 | 减仓 |
| PBI | PITNEY BOWES INC COM | $1,752 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| DOCS | DOXIMITY INC CL A | $1,742 | 0.00% | 84 | -15 | -15.2% | -$311 | 减仓 |
| TKO | TKO GROUP HOLDINGS INC CL A | $1,610 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD SMALL-CAP GROWTH ETF | $1,463 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| HL | HECLA MINING COMPANY COM | $1,420 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| LLYVA | LIBERTY LIVE HOLDINGS INC COM SER A | $1,418 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $1,382 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| XIFR | XPLR INFRASTRUCTURE LP COM UNIT PART IN | $1,382 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO COM | $1,346 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| MDYG | STATE STREET SPDR S&P 400 MID CAP GROWTH ETF | $1,345 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC COM CL A | $1,304 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| DES | WISDOMTREE U.S. SMALLCAP DIVIDEND FUND | $1,302 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| RUM | RUM GROUP INC COM CL A | $1,268 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| DON | WISDOMTREE U.S. MIDCAP DIVIDEND FUND | $1,187 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| USHY | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | $1,148 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| NXRT | NEXPOINT RESIDENTIAL TR INC COM | $1,145 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| AMH | AMERICAN HOMES 4 RENT CL A | $1,073 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| ITT | ITT INC COM | $989 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| SPHD | INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF | $966 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | $771 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| BHF | BRIGHTHOUSE FINL INC COM | $760 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| MLI | MUELLER INDS INC COM | $738 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| DFIS | DIMENSIONAL INTERNATIONAL SMALL CAP ETF | $736 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| WDS | WOODSIDE ENERGY GROUP LTD SPONSORED ADR | $696 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW COM | $689 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| FWONK | LIBERTY MEDIA CORP DEL COM LBTY ONE S C | $666 | 0.00% | 7 | -17 | -70.8% | -$1,617 | 减仓 |
| SKYD | PARAMOUNT SKYDANCE CORP COM CL B | $562 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| CRH | CRH PLC ORD | $535 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| NATL | NCR ATLEOS CORPORATION COM SHS | $521 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| PAC | GRUPO AEROPORTUNARIO DEL PACIF SPON ADS B | $506 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| DY | DYCOM INDS INC COM | $506 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| BATRK | ATLANTA BRAVES HLDGS INC COM SER C | $467 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| IDA | IDACORP INC COM | $454 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| BMBL | BUMBLE INC COM CL A | $445 | 0.00% | 139 | 0 | 0.0% | — | 不变 |
| RELX | RELX PLC SPONSORED ADR | $412 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| SKT | TANGER INC COM | $355 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| AIT | APPLIED INDL TECHNOLOGIES INC COM | $338 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| CNH | CNH INDL N V SHS | $326 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| NSSC | NAPCO SEC TECHNOLOGIES INC COM | $266 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| IXG | ISHARES GLOBAL FINANCIALS ETF | $249 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| CBOE | CBOE GLOBAL MKTS INC COM | $243 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON & CO COMMON STOCK | $229 | 0.00% | 17 | 17 | — | $229 | 新建仓 |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETF | $225 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| VYX | NCR VOYIX CORPORATION COM | $204 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| REZI | RESIDEO TECHNOLOGIES INC COM | $156 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| COMT | ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF | $121 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| CHRD | CHORD ENERGY CORPORATION COM NEW | $114 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| FIS | FIDELITY NATL INFORMATION SVCS COM | $78 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ASIX | ADVANSIX INC COM | $20 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP COM | $0 | 0.00% | 0 | -13,006 | -100.0% | -$220.66万 | 清仓 |
| VSDM | VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF | $0 | 0.00% | 0 | -3,202 | -100.0% | -$24.43万 | 清仓 |
| GMUB | GOLDMAN SACHS MUNICIPAL INCOME ETF | $0 | 0.00% | 0 | -1,769 | -100.0% | -$9.01万 | 清仓 |
| — | GOLDMAN SACHS ULTRA SHORT MUNICIPAL INCOME ETF | $0 | 0.00% | 0 | -1,488 | -100.0% | -$7.50万 | 清仓 |
| — | HOLOGIC INC COM | $0 | 0.00% | 0 | -726 | -100.0% | -$5.49万 | 清仓 |
| RMD | RESMED INC COM | $0 | 0.00% | 0 | -176 | -100.0% | -$3.95万 | 清仓 |
| RSG | REPUBLIC SVCS INC COM | $0 | 0.00% | 0 | -111 | -100.0% | -$2.43万 | 清仓 |
| HUM | HUMANA INC COM | $0 | 0.00% | 0 | -118 | -100.0% | -$2.05万 | 清仓 |