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 |
|---|---|---|---|---|---|---|---|---|
| SPTM | STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | $6,526.43万 | 13.37% | 825,503 | 31,471 | 4.0% | $248.81万 | 加仓 |
| VTI | VANGUARD TOTAL STK MKT | $4,538.21万 | 9.30% | 141,461 | -2,450 | -1.7% | -$78.60万 | 减仓 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $3,926.22万 | 8.04% | 474,468 | 27,335 | 6.1% | $226.20万 | 加仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $3,631.37万 | 7.44% | 717,520 | 22,409 | 3.2% | $113.41万 | 加仓 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND | $2,859.95万 | 5.86% | 370,556 | -1,811 | -0.5% | -$13.98万 | 减仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $2,285.52万 | 4.68% | 923,441 | 8,352 | 0.9% | $20.67万 | 加仓 |
| JMST | JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | $1,373.93万 | 2.82% | 269,504 | 3,736 | 1.4% | $19.05万 | 加仓 |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $1,082.36万 | 2.22% | 237,100 | -3,676 | -1.5% | -$16.78万 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $993.37万 | 2.04% | 155,021 | -2,029 | -1.3% | -$13.00万 | 减仓 |
| SCHO | SCHWAB SHORT-TERM US TREASURY ETF | $936.83万 | 1.92% | 386,004 | 23,163 | 6.4% | $56.22万 | 加仓 |
| JMUB | JPMORGAN MUNICIPAL ETF | $927.63万 | 1.90% | 185,564 | 23,271 | 14.3% | $116.33万 | 加仓 |
| BBUS | JPMORGAN BETABUILDERS U.S. EQUITY ETF | $773.80万 | 1.59% | 66,035 | 2,831 | 4.5% | $33.17万 | 加仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $700.02万 | 1.43% | 273,018 | -5,462 | -2.0% | -$14.00万 | 减仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD | $586.06万 | 1.20% | 39,572 | -415 | -1.0% | -$6.15万 | 减仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $534.54万 | 1.10% | 76,637 | 261 | 0.3% | $1.82万 | 加仓 |
| SLQD | ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $448.71万 | 0.92% | 88,871 | -1,002 | -1.1% | -$5.06万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $396.13万 | 0.81% | 22,714 | 68 | 0.3% | $1.19万 | 加仓 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $365.60万 | 0.75% | 145,657 | -9,756 | -6.3% | -$24.49万 | 减仓 |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $350.55万 | 0.72% | 38,253 | 230 | 0.6% | $2.11万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $337.52万 | 0.69% | 11,766 | 338 | 3.0% | $9.70万 | 加仓 |
| SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $337.36万 | 0.69% | 112,192 | -1,274 | -1.1% | -$3.83万 | 减仓 |
| PSK | STATE STREET SPDR ICE PREFERRED SECURITIES ETF | $315.51万 | 0.65% | 102,305 | 7,138 | 7.5% | $22.01万 | 加仓 |
| AAPL | APPLE INC | $312.68万 | 0.64% | 12,320 | 471 | 4.0% | $11.95万 | 加仓 |
| MSFT | MICROSOFT | $275.47万 | 0.56% | 7,442 | 250 | 3.5% | $9.25万 | 加仓 |
| MUB | ISHARES AMT-FREE MUNI BOND ETF | $261.74万 | 0.54% | 24,658 | -597 | -2.4% | -$6.34万 | 减仓 |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $238.29万 | 0.49% | 22,375 | 8,049 | 56.2% | $85.72万 | 加仓 |
| — | EXXON MOBIL CORP COM | $220.66万 | 0.45% | 13,006 | 184 | 1.4% | $3.12万 | 加仓 |
| SHYG | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | $217.99万 | 0.45% | 51,523 | 4,027 | 8.5% | $17.04万 | 加仓 |
| EMB | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | $210.71万 | 0.43% | 22,433 | 3,173 | 16.5% | $29.80万 | 加仓 |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $207.68万 | 0.43% | 22,037 | -349 | -1.6% | -$3.29万 | 减仓 |
| SCHJ | SCHWAB 1-5 YEAR CORPORATE BOND ETF | $195.63万 | 0.40% | 79,121 | -561 | -0.7% | -$1.39万 | 减仓 |
| VCSH | VANGUARD SHORT TERM CORP BOND FD ETF | $185.18万 | 0.38% | 23,360 | -430 | -1.8% | -$3.41万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $181.17万 | 0.37% | 6,159 | 430 | 7.5% | $12.65万 | 加仓 |
| AVGO | BROADCOM INC COM | $175.28万 | 0.36% | 5,663 | 30 | 0.5% | $9,285 | 加仓 |
| JCPB | JPMORGAN CORE PLUS BOND ETF | $174.51万 | 0.36% | 37,067 | -2,081 | -5.3% | -$9.80万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $171.04万 | 0.35% | 5,061 | 40 | 0.8% | $1.35万 | 加仓 |
| SJNK | STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | $170.65万 | 0.35% | 68,315 | 989 | 1.5% | $2.47万 | 加仓 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $165.00万 | 0.34% | 21,043 | -819 | -3.7% | -$6.42万 | 减仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $163.62万 | 0.34% | 11,488 | 10 | 0.1% | $1,424 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $160.90万 | 0.33% | 29,768 | 496 | 1.7% | $2.68万 | 加仓 |
| SLV | ISHARES SILVER TRUST | $143.82万 | 0.29% | 21,106 | -72 | -0.3% | -$4,906 | 减仓 |
| MBB | ISHARES MBS ETF | $138.60万 | 0.28% | 14,597 | 1,572 | 12.1% | $14.93万 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $138.28万 | 0.28% | 6,684 | -123 | -1.8% | -$2.54万 | 减仓 |
| WMT | WALMART INC COM | $136.00万 | 0.28% | 10,943 | -51 | -0.5% | -$6,338 | 减仓 |
| COP | CONOCOPHILLIPS COM | $134.94万 | 0.28% | 10,223 | 178 | 1.8% | $2.35万 | 加仓 |
| CMBS | ISHARES CMBS ETF | $133.69万 | 0.27% | 27,434 | 2,976 | 12.2% | $14.50万 | 加仓 |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $133.23万 | 0.27% | 28,402 | -366 | -1.3% | -$1.72万 | 减仓 |
| GLD | SPDR GOLD SHARES | $123.19万 | 0.25% | 2,863 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP COM | $121.86万 | 0.25% | 4,932 | 202 | 4.3% | $4.99万 | 加仓 |
| CAT | CATERPILLAR INC COM | $113.07万 | 0.23% | 1,596 | -4 | -0.2% | -$2,834 | 减仓 |
| SPIB | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | $104.71万 | 0.21% | 31,219 | 2,846 | 10.0% | $9.55万 | 加仓 |
| AMZN | AMAZON COM INC COM | $102.51万 | 0.21% | 4,922 | -102 | -2.0% | -$2.12万 | 减仓 |
| SHV | ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | $100.66万 | 0.21% | 9,119 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES S&P U.S. PREFERRED STOCK ETF | $99.25万 | 0.20% | 32,734 | -104 | -0.3% | -$3,153 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $98.67万 | 0.20% | 2,059 | -25 | -1.2% | -$1.20万 | 减仓 |
| MPC | MARATHON PETE CORP COM | $98.58万 | 0.20% | 4,037 | 186 | 4.8% | $4.54万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $93.16万 | 0.19% | 3,811 | 195 | 5.4% | $4.77万 | 加仓 |
| PSX | PHILLIPS 66 COM | $93.02万 | 0.19% | 5,106 | 86 | 1.7% | $1.57万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $86.97万 | 0.18% | 1,028 | -15 | -1.4% | -$1.27万 | 减仓 |
| ABBV | ABBVIE INC COM | $86.87万 | 0.18% | 3,994 | 116 | 3.0% | $2.52万 | 加仓 |
| SHEL | SHELL PLC SPON ADS | $83.79万 | 0.17% | 9,010 | -60 | -0.7% | -$5,580 | 减仓 |
| SCHI | SCHWAB 5-10 YEAR CORPORATE BOND ETF | $80.02万 | 0.16% | 35,282 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC CL A | $77.18万 | 0.16% | 1,349 | 16 | 1.2% | $9,154 | 加仓 |
| VCLT | VANGUARD LONG TERM CORP BOND FD ETF | $74.85万 | 0.15% | 10,017 | -314 | -3.0% | -$2.35万 | 减仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $71.92万 | 0.15% | 23,441 | -291 | -1.2% | -$8,928 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $71.24万 | 0.15% | 715 | 20 | 2.9% | $1.99万 | 加仓 |
| MCD | MCDONALDS CORP COM | $69.83万 | 0.14% | 2,247 | 128 | 6.0% | $3.98万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $69.33万 | 0.14% | 2,411 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY COM NEW | $64.45万 | 0.13% | 3,916 | 204 | 5.5% | $3.36万 | 加仓 |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $63.37万 | 0.13% | 19,233 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE COM NEW | $63.27万 | 0.13% | 2,230 | 33 | 1.5% | $9,362 | 加仓 |
| ESGU | ISHARES ESG AWARE MSCI USA ETF | $61.91万 | 0.13% | 4,378 | -229 | -5.0% | -$3.24万 | 减仓 |
| NEAR | ISHARES SHORT DURATION BOND ACTIVE ETF | $61.76万 | 0.13% | 12,148 | -456 | -3.6% | -$2.32万 | 减仓 |
| MRK | MERCK & CO INC | $61.71万 | 0.13% | 5,130 | 247 | 5.1% | $2.97万 | 加仓 |
| RSP | GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT | $60.03万 | 0.12% | 3,128 | -25 | -0.8% | -$4,798 | 减仓 |
| LLY | ELI LILLY & CO COM | $59.79万 | 0.12% | 650 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO COM | $58.13万 | 0.12% | 7,644 | -19 | -0.2% | -$1,445 | 减仓 |
| ORCL | ORACLE CORP COM | $58.02万 | 0.12% | 3,944 | 204 | 5.5% | $3.00万 | 加仓 |
| C | CITIGROUP INC | $57.67万 | 0.12% | 5,085 | -68 | -1.3% | -$7,712 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $57.07万 | 0.12% | 1,161 | 78 | 7.2% | $3.83万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP COM | $55.83万 | 0.11% | 3,245 | 18 | 0.6% | $3,097 | 加仓 |
| ETN | EATON CORP PLC SHS | $54.90万 | 0.11% | 1,535 | 78 | 5.4% | $2.79万 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $54.72万 | 0.11% | 948 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP COM | $53.10万 | 0.11% | 5,650 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC COM | $52.75万 | 0.11% | 1,604 | -19 | -1.2% | -$6,249 | 减仓 |
| RTX | RTX CORPORATION COM | $52.41万 | 0.11% | 2,717 | -88 | -3.1% | -$1.70万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW CL A | $51.25万 | 0.11% | 1,567 | -16 | -1.0% | -$5,233 | 减仓 |
| PG | PROCTER & GAMBLE CO COM | $50.23万 | 0.10% | 3,478 | 712 | 25.7% | $10.28万 | 加仓 |
| SRE | SEMPRA COM | $50.12万 | 0.10% | 5,158 | -33 | -0.6% | -$3,207 | 减仓 |
| V | VISA INC COM CL A | $49.78万 | 0.10% | 1,647 | -63 | -3.7% | -$1.90万 | 减仓 |
| IEUR | ISHARES CORE MSCI EUROPE ETF | $49.43万 | 0.10% | 7,035 | -28 | -0.4% | -$1,968 | 减仓 |
| CSCO | CISCO SYS INC COM | $49.24万 | 0.10% | 6,346 | 150 | 2.4% | $1.16万 | 加仓 |
| LIN | LINDE PLC SHS | $49.18万 | 0.10% | 992 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP COM | $48.96万 | 0.10% | 810 | -1 | -0.1% | -$604 | 减仓 |
| EOG | EOG RES INC COM | $47.32万 | 0.10% | 3,273 | 311 | 10.5% | $4.50万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS | $47.20万 | 0.10% | 9,403 | 682 | 7.8% | $3.42万 | 加仓 |
| BAC | BANK AMERICA CORP COM | $47.08万 | 0.10% | 9,658 | 669 | 7.4% | $3.26万 | 加仓 |
| AMGN | AMGEN INC COM | $46.30万 | 0.09% | 1,316 | -5 | -0.4% | -$1,759 | 减仓 |
| IAU | ISHARES GOLD TRUST | $46.28万 | 0.09% | 5,250 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $45.53万 | 0.09% | 1,878 | 42 | 2.3% | $1.02万 | 加仓 |