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
VNT VONTIER CORPORATION $2900.00%10 6150.0% $174 加仓
EOSE EOS ENERGY ENTERPRISES INC $2940.00%50 00.0% — 不变
RYZ RYERSON HLDG CORP $2950.00%12 12— $295 新建仓
VVX V2X INC $2980.00%4 4— $298 新建仓
FMC FMC CORP $2990.00%26 -161-86.1% -$1,852 减仓
MBLY MOBILEYE GLOBAL INC $3000.00%31 00.0% — 不变
— GATES INDL CORP PLC $3080.00%11 -28-71.8% -$784 减仓
WIT WIPRO LTD $3110.00%138 00.0% — 不变
FFLG FIDELITY COVINGTON TRUST $3120.00%9 00.0% — 不变
SSL SASOL LTD $3140.00%32 00.0% — 不变
— PLDT INC $3150.00%18 00.0% — 不变
KD KYNDRYL HLDGS INC $3170.00%28 -631-95.8% -$7,144 减仓
BAND BANDWIDTH INC $3170.00%5 5— $317 新建仓
MUR MURPHY OIL CORP $3260.00%10 -39-79.6% -$1,271 减仓
DAN DANA INC $3270.00%12 00.0% — 不变
NESR NATIONAL ENERGY SERVICES REU $3290.00%11 00.0% — 不变
KNSL KINSALE CAP GROUP INC $3300.00%1 -1,714-99.9% -$56.56万 减仓
GOLD GOLD COM INC $3330.00%8 00.0% — 不变
MOS MOSAIC CO $3390.00%16 -133-89.3% -$2,818 减仓
CHRD CHORD ENERGY CORPORATION $3430.00%3 3— $343 新建仓
ESE ESCO TECHNOLOGIES INC $3500.00%1 00.0% — 不变
IPGP IPG PHOTONICS CORP $3520.00%3 3— $352 新建仓
RLI RLI CORP $3540.00%6 -26-81.2% -$1,534 减仓
IMKTA INGLES MKTS INC $3540.00%4 00.0% — 不变
SKYD PARAMOUNT SKYDANCE CORP $3550.00%36 -301-89.3% -$2,968 重新持有
EVER EVERQUOTE INC $3570.00%15 -1-6.2% -$24 减仓
PATK PATRICK INDS INC $3590.00%4 00.0% — 不变
SNAP SNAP INC $3600.00%81 3576.1% $156 加仓
EXLS EXLSERVICE HLDGS INC $3620.00%14 327.3% $78 加仓
PLNT PLANET FITNESS MASTER ISSUER $3650.00%7 -3-30.0% -$156 减仓
TPG TPG INC $3650.00%9 -7-43.8% -$284 减仓
TFI SPDR SERIES TRUST $3660.00%8 8— $366 新建仓
SBH SALLY BEAUTY HLDGS INC $3680.00%26 00.0% — 不变
GHM GRAHAM CORP $3710.00%3 3— $371 新建仓
NPO ENPRO INC $3770.00%1 1— $377 新建仓
PLOW DOUGLAS DYNAMICS INC $3780.00%7 00.0% — 不变
LGIH LGI HOMES INC $3820.00%6 00.0% — 不变
— ISHARES INC $3970.00%9 00.0% — 不变
LYB LYONDELLBASELL INDUSTRIES NV $3980.00%8 -27-77.1% -$1,343 重新持有
JKS JINKOSOLAR HLDG CO LTD $4030.00%24 00.0% — 不变
MTN VAIL RESORTS INC $4080.00%3 -28-90.3% -$3,808 减仓
BL BLACKLINE INC $4210.00%15 00.0% — 不变
LI LI AUTO INC $4230.00%36 00.0% — 不变
LLYVK LIBERTY LIVE HOLDINGS INC $4230.00%4 00.0% — 不变
XRAY DENTSPLY SIRONA INC $4240.00%40 00.0% — 不变
CYTK CYTOKINETICS INC $4260.00%5 5— $426 新建仓
COMP COMPASS INC $4320.00%35 00.0% — 不变
AMRX AMNEAL PHARMACEUTICALS INC $4330.00%25 00.0% — 不变
LAUR LAUREATE ED INC $4360.00%12 00.0% — 不变
SITC SITE CTRS CORP $4370.00%110 4877.4% $191 加仓
WWW WOLVERINE WORLD WIDE INC $4460.00%27 -27-50.0% -$446 减仓
GLBE GLOBAL E ONLINE LTD $4510.00%13 00.0% — 不变
LBRX LB PHARMACEUTICALS INC $4540.00%14 14— $454 新建仓
KMT KENNAMETAL INC $4560.00%13 13— $456 新建仓
CFR CULLEN FROST BANKERS INC $4640.00%3 2200.0% $309 加仓
HFXI NEW YORK LIFE INVESTMENTS ET $4720.00%12 220.0% $79 加仓
ARKF ARK ETF TR $4740.00%12 111,100.0% $434 加仓
BEKE KE HLDGS INC $4790.00%33 00.0% — 不变
FORM FORMFACTOR INC $4800.00%3 3— $480 新建仓
APPF APPFOLIO INC $4810.00%3 2200.0% $321 加仓
NOVT NOVANTA INC $4870.00%3 3— $487 新建仓
RH RH $4940.00%3 150.0% $165 加仓
AVAV AEROVIRONMENT INC $4950.00%3 -4-57.1% -$660 减仓
ABAT AMERICAN BATTERY TECHNOLOGY $4950.00%175 -33-15.9% -$93 减仓
MYRG MYR GROUP INC $5000.00%1 1— $500 新建仓
CERY SPDR SERIES TRUST $5010.00%15 00.0% — 不变
VSXY VICTORIAS SECRET AND CO $5010.00%6 00.0% — 不变
HG HAMILTON INSURANCE GROUP LTD $5090.00%15 00.0% — 不变
LQDT LIQUIDITY SVCS INC $5090.00%13 13— $509 新建仓
SNDR SCHNEIDER NATIONAL INC $5110.00%14 14— $511 新建仓
VNET VNET GROUP INC $5150.00%64 00.0% — 不变
WING WINGSTOP INC $5200.00%3 150.0% $173 加仓
CPNG COUPANG INC $5210.00%30 -10-25.0% -$174 减仓
FLR FLUOR CORP $5240.00%10 6150.0% $314 加仓
HCI HCI GROUP INC $5260.00%3 00.0% — 不变
MEDP MEDPACE HLDGS INC $5300.00%1 00.0% — 不变
CABO CABLE ONE INC $5310.00%10 00.0% — 不变
— STEREOTAXIS INC $5370.00%312 312— $537 新建仓
WU WESTERN UN CO $5390.00%70 00.0% — 不变
ARHS ARHAUS INC $5390.00%64 00.0% — 不变
NFG NATIONAL FUEL GAS CO $5400.00%7 -13-65.0% -$1,003 减仓
VGNT VERSIGENT PLC $5460.00%13 -8-38.1% -$336 减仓
ANDE ANDERSONS INC $5470.00%8 00.0% — 不变
DFGR DIMENSIONAL ETF TRUST $5500.00%19 19— $550 新建仓
BSAC BANCO SANTANDER CHILE NEW $5600.00%17 00.0% — 不变
AKR ACADIA RLTY TR $5650.00%27 00.0% — 不变
TKC TURKCELL ILETISIM $5700.00%97 00.0% — 不变
CZR CAESARS ENTERTAINMENT INC NE $5730.00%19 00.0% — 不变
DUOL DUOLINGO INC $5750.00%5 125.0% $115 加仓
LBRT LIBERTY ENERGY INC $5760.00%22 22— $576 新建仓
ASIX ADVANSIX INC $5770.00%29 00.0% — 不变
VMI VALMONT INDS INC $5780.00%1 00.0% — 不变
AKTS AKTIS ONCOLOGY INC $5800.00%18 18— $580 新建仓
BWX SPDR SERIES TRUST $5850.00%27 00.0% — 不变
RIG TRANSOCEAN LTD $5870.00%120 120— $587 新建仓
WT WISDOMTREE INC $5930.00%35 00.0% — 不变
SHLS SHOALS TECHNOLOGIES GROUP IN $6040.00%61 00.0% — 不变
BBT BEACON FINANCIAL CORP. $6090.00%20 00.0% — 不变
PFS PROVIDENT FINL SVCS INC $6150.00%26 00.0% — 不变
CART MAPLEBEAR INC $6160.00%13 10333.3% $474 加仓