13F 机构持仓

Rossby Financial, LCC

MELBOURNE FL · SEC CIK 0002056510

2026Q22026Q1 更早 9 个季度 🔒
$5.47亿2026Q2 申报市值
2,144持仓数
24.9%前十大占比 · 第一大 6.1%
114 / 244新建仓 / 清仓
申报市值走势$5.47亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

CVIE 6.1%
CVLC 4.2%
SMMD 2.3%
FRDM 2.3%
SCHG 2.1%
NVDA 1.9%
AAPL 1.8%
SPY 1.6%
VOO 1.5%
EAGG 1.3%

2026Q2 买入最多 按季末市值估算

SCHG 加仓+$489.87万
CVIE 加仓+$293.34万
CVLC 加仓+$224.48万
SPYM 加仓+$187.23万
EAGG 加仓+$139.99万

2026Q2 卖出最多 按季末市值估算

SGOV 减仓-$255.58万
GOOG 减仓-$184.40万
VYM 减仓-$178.85万
VUG 减仓-$120.44万
VCIT 减仓-$84.81万

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
MIDD MIDDLEBY CORP $9,6330.00%56 919.1% $1,548 加仓
HWC HANCOCK WHITNEY CORPORATION $9,6390.00%129 -5-3.7% -$374 减仓
JAVA J P MORGAN EXCHANGE TRADED F $9,6880.00%122 00.0% — 不变
MUSA MURPHY USA INC $9,7000.00%18 -3-14.3% -$1,617 减仓
FLHY FRANKLIN TEMPLETON ETF TR $9,7400.00%401 16670.6% $4,032 加仓
TW TRADEWEB MKTS INC $9,7670.00%98 33.2% $299 加仓
— ISHARES TR $9,8210.00%291 231385.0% $7,796 加仓
LVS LAS VEGAS SANDS CORP $9,8380.00%213 3217.7% $1,478 加仓
KRC KILROY REALTY CORP $9,8550.00%263 -43-14.1% -$1,611 减仓
ARE ALEXANDRIA REAL ESTATE EQ IN $9,8830.00%187 -290-60.8% -$1.53万 减仓
SN SHARKNINJA INC $9,8980.00%65 2147.7% $3,198 加仓
EPAM EPAM SYS INC $9,9190.00%125 -19-13.2% -$1,508 减仓
NDSN NORDSON CORP $9,9560.00%33 -237-87.8% -$7.15万 减仓
— BLACKROCK ETF TRUST $9,9800.00%357 00.0% — 不变
BWA BORGWARNER INC $1.00万0.00%151 5862.4% $3,851 加仓
JGLO J P MORGAN EXCHANGE TRADED F $1.00万0.00%141 00.0% — 不变
OZK BANK OZK LITTLE ROCK ARK $1.01万0.00%193 -192-49.9% -$1.00万 减仓
WRB BERKLEY W R CORP $1.01万0.00%143 -8-5.3% -$564 减仓
NXPI NXP SEMICONDUCTORS N V $1.01万0.00%36 -33-47.8% -$9,274 减仓
JKHY HENRY JACK & ASSOC INC $1.02万0.00%74 -1-1.3% -$138 减仓
PPC PILGRIMS PRIDE CORP $1.02万0.00%363 -3,001-89.2% -$8.44万 减仓
CSTL CASTLE BIOSCIENCES INC $1.02万0.00%429 00.0% — 不变
ILTB ISHARES TR $1.02万0.00%208 00.0% — 不变
PPA INVESCO EXCHANGE TRADED FD T $1.02万0.00%58 713.7% $1,237 加仓
GEHC GE HEALTHCARE TECHNOLOGIES I $1.03万0.00%161 -80-33.2% -$5,123 减仓
— ISHARES SILVER TR $1.03万0.00%390 390— $1.03万 新建仓
ARES ARES MANAGEMENT CORPORATION $1.04万0.00%93 1113.4% $1,224 加仓
WDAY WORKDAY INC $1.04万0.00%85 -118-58.1% -$1.44万 减仓
BG BUNGE GLOBAL SA $1.05万0.00%98 2432.4% $2,562 加仓
CNC CENTENE CORP DEL $1.06万0.00%165 4234.1% $2,696 加仓
SCCR SCHWAB STRATEGIC TR $1.06万0.00%414 414— $1.06万 新建仓
FNF FIDELITY NATL FINL INC $1.06万0.00%225 -46-17.0% -$2,169 减仓
OGS ONE GAS INC $1.07万0.00%139 -24-14.7% -$1,850 减仓
GPC GENUINE PARTS CO $1.09万0.00%92 -11-10.7% -$1,298 减仓
DD DUPONT DE NEMOURS INC $1.09万0.00%80 -197-71.1% -$2.68万 减仓
BATRK ATLANTA BRAVES HLDGS INC $1.09万0.00%210 -3-1.4% -$156 减仓
XENE XENON PHARMACEUTICALS INC $1.09万0.00%181 00.0% — 不变
USSG DBX ETF TR $1.10万0.00%158 00.0% — 不变
XHB SPDR SERIES TRUST $1.10万0.00%95 2637.7% $3,016 加仓
ALV AUTOLIV INC $1.10万0.00%95 -120-55.8% -$1.39万 减仓
CUBE CUBESMART $1.11万0.00%278 176.5% $676 加仓
CCK CROWN HLDGS INC $1.11万0.00%99 66.5% $671 加仓
TRUT VANECK ETF TRUST $1.11万0.00%353 -4-1.1% -$126 减仓
PRI PRIMERICA INC $1.11万0.00%39 618.2% $1,705 加仓
KNX KNIGHT-SWIFT TRANSN HLDGS IN $1.11万0.00%143 3532.4% $2,725 加仓
FELE FRANKLIN ELEC INC $1.11万0.00%104 00.0% — 不变
AKAM AKAMAI TECHNOLOGIES INC $1.12万0.00%95 1113.1% $1,300 加仓
ECG EVERUS CONSTR GROUP $1.13万0.00%68 00.0% — 不变
ITW ILLINOIS TOOL WKS INC $1.14万0.00%42 -37-46.8% -$1.00万 减仓
BBY BEST BUY INC $1.14万0.00%150 -4-2.6% -$304 减仓
GHC GRAHAM HLDGS CO $1.14万0.00%10 00.0% — 不变
LECO LINCOLN ELEC HLDGS INC $1.14万0.00%43 410.3% $1,062 加仓
MTB M & T BK CORP $1.15万0.00%48 -643-93.1% -$15.40万 减仓
RHI ROBERT HALF INC. $1.15万0.00%376 164.4% $491 加仓
WTRG ESSENTIAL UTILS INC $1.16万0.00%302 7935.4% $3,027 加仓
FWONA LIBERTY MEDIA CORP DEL $1.16万0.00%133 5366.2% $4,640 加仓
BCS BARCLAYS PLC $1.17万0.00%437 -56-11.4% -$1,504 减仓
SKOR FLEXSHARES TR $1.17万0.00%242 00.0% — 不变
SPLV INVESCO EXCH TRADED FD TR II $1.18万0.00%157 00.0% — 不变
WH WYNDHAM HOTELS & RESORTS INC $1.20万0.00%142 -83-36.9% -$6,990 减仓
NUMV NUSHARES ETF TR $1.20万0.00%275 182195.7% $7,915 加仓
BLLN BILLIONTOONE INC $1.20万0.00%100 00.0% — 不变
PBW INVESCO EXCHANGE TRADED FD T $1.20万0.00%308 00.0% — 不变
OMF ONEMAIN HLDGS INC $1.21万0.00%198 -54-21.4% -$3,292 减仓
KKR KKR & CO INC $1.22万0.00%133 -231-63.5% -$2.12万 减仓
DFIP DIMENSIONAL ETF TRUST $1.22万0.00%296 00.0% — 不变
PEN PENUMBRA INC $1.23万0.00%39 618.2% $1,894 加仓
NYT NEW YORK TIMES CO MTN BE $1.23万0.00%176 3020.5% $2,099 加仓
EQH EQUITABLE HLDGS INC $1.23万0.00%281 176.4% $746 加仓
— TIDAL TRUST III $1.24万0.00%293 00.0% — 不变
IT GARTNER INC $1.24万0.00%96 -47-32.9% -$6,092 减仓
— FRANKLIN TEMPLETON ETF TR $1.25万0.00%611 132.2% $265 加仓
RMBS RAMBUS INC DEL $1.25万0.00%94 -68-42.0% -$9,027 减仓
AVIG AMERICAN CENTY ETF TR $1.25万0.00%302 00.0% — 不变
CGGE CAPITAL GROUP GLOBAL EQUITY $1.25万0.00%355 10843.7% $3,806 加仓
HUBB HUBBELL INC $1.26万0.00%24 960.0% $4,709 加仓
VNLA JANUS DETROIT STR TR $1.27万0.00%260 00.0% — 不变
BBCA J P MORGAN EXCHANGE TRADED F $1.27万0.00%128 -2-1.5% -$199 减仓
CSGP COSTAR GROUP INC $1.27万0.00%450 -53-10.5% -$1,501 减仓
LW LAMB WESTON HLDGS INC $1.28万0.00%296 -115-28.0% -$4,966 减仓
RELX RELX PLC $1.29万0.00%408 -4-1.0% -$127 减仓
FID FIRST TR EXCHANGE TRADED FD $1.29万0.00%603 00.0% — 不变
SUSA ISHARES TR $1.30万0.00%84 00.0% — 不变
TRU TRANSUNION $1.30万0.00%180 6962.2% $4,978 加仓
HALO HALOZYME THERAPEUTICS INC $1.30万0.00%166 42.5% $313 加仓
RDIV INVESCO EXCH TRADED FD TR II $1.30万0.00%225 00.0% — 不变
GFL GFL ENVIRONMENTAL INC $1.31万0.00%355 -39-9.9% -$1,435 减仓
SW SMURFIT WESTROCK PLC $1.31万0.00%283 -40-12.4% -$1,850 减仓
SLG SL GREEN RLTY CORP $1.31万0.00%253 00.0% — 不变
ASX ASE TECHNOLOGY HLDG CO LTD $1.31万0.00%291 00.0% — 不变
GTLB GITLAB INC $1.32万0.00%432 -7-1.6% -$214 减仓
DISV DIMENSIONAL ETF TRUST $1.32万0.00%329 3411.5% $1,364 加仓
PRGS PROGRESS SOFTWARE CORP $1.33万0.00%395 -20-4.8% -$672 减仓
GWRE GUIDEWIRE SOFTWARE INC $1.33万0.00%108 -13-10.7% -$1,600 减仓
— LITMAN GREGORY FDS TR $1.33万0.00%1,511 00.0% — 不变
FHN FIRST HORIZON CORPORATION $1.33万0.00%520 -117-18.4% -$3,000 减仓
P EVERPURE INC $1.34万0.00%170 1610.4% $1,261 加仓
COLD AMERICOLD REALTY TRUST INC $1.35万0.00%856 -35-3.9% -$550 减仓
AVY AVERY DENNISON CORP $1.35万0.00%83 1013.7% $1,623 加仓
SYM SYMBOTIC INC $1.35万0.00%300 300— $1.35万 新建仓