Roxbury Financial LLC
MOUNT ARLINGTON NJ · SEC CIK 0002054149
$1.11亿2026Q1 申报市值
392持仓数
32.7%前十大占比 · 第一大 4.6%
39 / 16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
WCMI 新建仓+$29.39万
GRBK 新建仓+$28.93万
AMZN 加仓+$27.74万
TTE 新建仓+$26.53万
IGV 新建仓+$24.98万
2026Q1 卖出最多 按季末市值估算
PCRX 清仓-$16.10万
ADP 减仓-$12.11万
ROP 减仓-$11.53万
IHAK 减仓-$8.33万
TOST 清仓-$7.40万
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 |
|---|---|---|---|---|---|---|---|---|
| AMAT | APPLIED MATLS INC COM | $1.03万 | 0.01% | 30 | -6 | -16.7% | -$2,051 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC COM | $1.03万 | 0.01% | 52 | 0 | 0.0% | — | 不变 |
| WDAY | WORKDAY INC CL A | $9,744 | 0.01% | 75 | 0 | 0.0% | — | 不变 |
| ASND | ASCENDIS PHARMA A/S SPONSORED ADR | $9,607 | 0.01% | 42 | 0 | 0.0% | — | 不变 |
| RSPT | INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF | $9,603 | 0.01% | 212 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC COM | $9,249 | 0.01% | 100 | 1 | 1.0% | $92 | 加仓 |
| GRID | FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX | $9,022 | 0.01% | 55 | 0 | 0.0% | — | 不变 |
| MOS | MOSAIC CO COM | $8,450 | 0.01% | 331 | 2 | 0.6% | $51 | 加仓 |
| INTC | INTEL CORP COM | $8,215 | 0.01% | 186 | 8 | 4.5% | $353 | 加仓 |
| EFG | ISHARES MSCI EAFE GROWTH ETF | $8,210 | 0.01% | 74 | 0 | 0.0% | — | 不变 |
| UBS | UBS GROUP AG SHS | $8,019 | 0.01% | 205 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $7,857 | 0.01% | 55 | 0 | 0.0% | — | 不变 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $7,432 | 0.01% | 97 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA COM | $7,170 | 0.01% | 74 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS COM | $6,994 | 0.01% | 9 | 0 | 0.0% | — | 不变 |
| PFGC | PERFORMANCE FOOD GROUP CO COM | $6,938 | 0.01% | 81 | 0 | 0.0% | — | 不变 |
| CUBE | CUBESMART COM | $6,922 | 0.01% | 189 | 2 | 1.1% | $73 | 加仓 |
| MAS | MASCO CORP COM | $6,037 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| IBKR | INTERACTIVE BROKERS GROUP INC COM CL A | $5,982 | 0.01% | 89 | -1 | -1.1% | -$67 | 减仓 |
| PNW | PINNACLE WEST CAP CORP COM | $5,809 | 0.01% | 58 | 0 | 0.0% | — | 不变 |
| XOVR | ERSHARES PRIVATE-PUBLIC CROSSOVER ETF | $5,759 | 0.01% | 341 | 0 | 0.0% | — | 不变 |
| — | THOMSON REUTERS CORP COM | $5,597 | 0.01% | 62 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC COM | $4,679 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP COM | $4,447 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| ITGR | INTEGER HLDGS CORP COM | $4,400 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC COM | $4,327 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| EQNR | EQUINOR ASA SPONSORED ADR | $4,307 | 0.00% | 102 | 1 | 1.0% | $42 | 加仓 |
| CPNG | COUPANG INC CL A | $4,248 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $4,242 | 0.00% | 21 | -172 | -89.1% | -$3.47万 | 减仓 |
| VMRK | EQUITY RESIDENTIAL SH BEN INT | $3,997 | 0.00% | 68 | 1 | 1.5% | $59 | 加仓 |
| MPC | MARATHON PETE CORP COM | $3,961 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| — | ISHARES SELF-DRIVING EV & TECH ETF | $3,926 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| CCJ | CAMECO CORP COM | $3,700 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| BP | BP PLC SPONSORED ADR | $3,572 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $3,454 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $3,348 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| AMTM | AMENTUM HOLDINGS INC COM | $3,077 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| GRAB | GRAB HOLDINGS LIMITED CLASS A ORD | $2,745 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| CRTO | CRITEO S A SPONS ADS | $2,690 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| — | FIDELITY CRYPTO INDUSTRY AND DIGITAL PAYMENTS ETF | $2,685 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| — | VANECK ROBOTICS ETF | $2,668 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $2,642 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| BCE | BCE INC COM NEW | $2,524 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $2,501 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| INSM | INSMED INC COM PAR $.01 | $2,453 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| FSLR | FIRST SOLAR INC COM | $2,367 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| AVAV | AEROVIRONMENT INC COM | $2,197 | 0.00% | 12 | 12 | — | $2,197 | 新建仓 |
| SCZ | ISHARES MSCI EAFE SMALL-CAP ETF | $2,195 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC | $1,777 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| SAP | SAP AKTIENGESELLSCHAFT ADR | $1,712 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| E | ENI SPA SPONSORED ADR | $1,698 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| RBRK | RUBRIK INC. CL A | $1,665 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | $1,455 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| AMCR | AMCOR PLC COM NEW | $1,414 | 0.00% | 36 | 36 | — | $1,414 | 新建仓 |
| SLV | ISHARES SILVER TRUST ETF | $1,363 | 0.00% | 20 | 20 | — | $1,363 | 新建仓 |
| F | FORD MTR CO COM | $1,353 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| RCAT | RED CAT HLDGS INC COM | $1,309 | 0.00% | 100 | 100 | — | $1,309 | 新建仓 |
| SBUX | STARBUCKS CORP COM | $1,296 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIONS COM NEW | $1,269 | 0.00% | 18 | 18 | — | $1,269 | 新建仓 |
| MICC | MAGNUM ICE CREAM CO NV ORD SHS | $1,076 | 0.00% | 72 | 72 | — | $1,076 | 新建仓 |
| WMG | WARNER MUSIC GROUP CORP COM CL A | $1,070 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INC COM | $1,059 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| BWXT | BWX TECHNOLOGIES INC COM | $1,022 | 0.00% | 5 | 5 | — | $1,022 | 新建仓 |
| FTAI | FTAI AVIATION LTD SHS | $980 | 0.00% | 4 | 4 | — | $980 | 新建仓 |
| CIFR | CIPHER DIGITAL INC COM | $978 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| BE | BLOOM ENERGY CORP COM CL A | $948 | 0.00% | 7 | 7 | — | $948 | 新建仓 |
| IAU | ISHARES GOLD TRUST ETF | $882 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| NNE | NANO NUCLEAR ENERGY INC COM | $860 | 0.00% | 42 | 42 | — | $860 | 新建仓 |
| ROKU | ROKU INC COM CL A | $852 | 0.00% | 9 | 9 | — | $852 | 新建仓 |
| RDW | REDWIRE CORPORATION COM | $850 | 0.00% | 100 | 100 | — | $850 | 新建仓 |
| FDRR | FIDELITY DIVIDEND ETF FOR RISING RATES | $830 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP COM | $771 | 0.00% | 12 | 12 | — | $771 | 新建仓 |
| IREN | IREN LIMITED ORDINARY SHARES | $754 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| SMR | NUSCALE PWR CORP CL A COM | $705 | 0.00% | 65 | 65 | — | $705 | 新建仓 |
| HIVE | HIVE DIGITAL TECHNOLOGIES LTD COM NEW | $606 | 0.00% | 319 | 319 | — | $606 | 新建仓 |
| XMHQ | INVESCO S&P MIDCAP QUALITY ETF | $580 | 0.00% | 6 | -1 | -14.3% | -$97 | 减仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $575 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| MBLY | MOBILEYE GLOBAL INC COMMON CLASS A | $556 | 0.00% | 81 | 81 | — | $556 | 新建仓 |
| CRML | CRITICAL METALS CORP PUBCO ORD SHS | $476 | 0.00% | 60 | 60 | — | $476 | 新建仓 |
| SOLV | SOLVENTUM CORP COM SHS | $457 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| XRAY | DENTSPLY SIRONA INC COM | $383 | 0.00% | 33 | 33 | — | $383 | 新建仓 |
| LAC | LITHIUM AMERS CORP NEW COM SHS | $367 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| ARTY | ISHARES FUTURE AI & TECH ETF | $333 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC COM SHS | $302 | 0.00% | 2 | -59 | -96.7% | -$8,909 | 减仓 |
| RIVN | RIVIAN AUTOMOTIVE INC COM CL A | $226 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| IHAK | ISHARES CYBERSECURITY & TECH ETF | $88 | 0.00% | 2 | -1,894 | -99.9% | -$8.33万 | 减仓 |
| RC | READY CAPITAL CORP COM | $70 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| HDB | HDFC BANK LTD SPONSORED ADS | $66 | 0.00% | 3 | -1,160 | -99.7% | -$2.55万 | 减仓 |
| D | DOMINION ENERGY INC COM | $61 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | INVESCO S&P SMALLCAP LOW VOLATILITY ETF | $45 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | CANOPY GROWTH CORPORATION COM NEW | $15 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| — | AURORA CANNABIS INC COM | $10 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| PCRX | PACIRA BIOSCIENCES INC COM | $0 | 0.00% | 0 | -6,222 | -100.0% | -$16.10万 | 清仓 |
| TOST | TOAST INC CL A | $0 | 0.00% | 0 | -2,085 | -100.0% | -$7.40万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| U | UNITY SOFTWARE INC COM | $0 | 0.00% | 0 | -1,500 | -100.0% | -$6.63万 | 清仓 |
| HOOD | ROBINHOOD MKTS INC COM CL A | $0 | 0.00% | 0 | -472 | -100.0% | -$5.34万 | 清仓 |
| FSK | FS KKR CAP CORP COM | $0 | 0.00% | 0 | -3,207 | -100.0% | -$4.75万 | 清仓 |
| — | INVESCO S&P 500 EX-RATE SENSITIVE LOW VOLATILITY ETF | $0 | 0.00% | 0 | -871 | -100.0% | -$4.70万 | 清仓 |
| TTD | THE TRADE DESK INC COM CL A | $0 | 0.00% | 0 | -1,024 | -100.0% | -$3.89万 | 清仓 |