13F 机构持仓

Rossby Financial, LCC

MELBOURNE FL · SEC CIK 0002056510

2026Q22026Q1 更早 9 个季度 🔒
$4.89亿2026Q1 申报市值
2,271持仓数
21.9%前十大占比 · 第一大 5.4%
495 / 43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 5.4%
CVLC 3.6%
SMMD 2.0%
FRDM 1.9%
NVDA 1.7%
SPY 1.6%
AAPL 1.5%
VOO 1.5%
BIV 1.5%
VANECK GREEN B 1.3%

2026Q1 买入最多 按季末市值估算

SPY 加仓+$660.97万
SCHG 加仓+$545.48万
VOO 加仓+$540.32万
QUAL 加仓+$483.19万
FNDB 新建仓+$458.17万

2026Q1 卖出最多 按季末市值估算

FRDM 减仓-$232.19万
VANECK GREEN BON 减仓-$117.23万
SUSC 减仓-$87.70万
MTZ 减仓-$86.02万
JOE 减仓-$69.50万

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
SLV ISHARES SILVER TRUST 看涨期权 $517.86万1.06%76,000 28,50060.0% $194.20万 加仓
QUAL ISHARES MSCI USA QUALITY FACTOR ETF $520.96万1.06%27,025 25,0661,279.5% $483.19万 加仓
MSFT MICROSOFT CORP COM $541.56万1.11%14,662 4,55445.1% $168.21万 加仓
VUG VANGUARD GROWTH ETF $551.69万1.13%12,500 4,16750.0% $183.91万 加仓
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF $552.12万1.13%187,733 185,4738,206.8% $545.48万 加仓
EAGG ISHARES ESG AWARE US AGGREGATE BOND ETF $565.63万1.16%119,307 57,07491.7% $270.59万 加仓
VDC VANGUARD CONSUMER STAPLES ETF $565.77万1.16%25,288 -611-2.4% -$13.67万 减仓
— VANECK GREEN BOND ETF $631.98万1.29%264,704 -49,103-15.6% -$117.23万 减仓
BIV VANGUARD INTERMEDIATE-TERM BOND ETF $715.58万1.46%93,053 4,0114.5% $30.84万 加仓
VOO VANGUARD S&P 500 ETF $741.06万1.51%12,304 8,971269.2% $540.32万 加仓
AAPL APPLE INC COM $746.34万1.52%29,196 2,1778.1% $55.65万 加仓
SPY STATE STREET SPDR S&P 500 ETF $759.19万1.55%11,586 10,087672.9% $660.97万 加仓
NVDA NVIDIA CORPORATION COM $815.29万1.67%46,389 10,50829.3% $184.68万 加仓
FRDM FREEDOM 100 EMERGING MARKETS ETF $918.14万1.88%164,424 -41,581-20.2% -$232.19万 减仓
SMMD ISHARES RUSSELL 2500 ETF $972.35万1.99%126,214 16,42815.0% $126.56万 加仓
CVLC CALVERT US LARGE-CAP CORE RESPONSIBLE INDEX ETF $1,770.22万3.62%219,195 45,17426.0% $364.83万 加仓
CVIE CALVERT INTERNATIONAL RESPONSIBLE INDEX ETF $2,666.08万5.45%360,720 50,59816.3% $373.97万 加仓