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
ESI ELEMENT SOLUTIONS INC COM $1,9040.00%55 2583.3% $865 加仓
FLSP FRANKLIN SYSTEMATIC STYLE PREMIA ETF $1,9210.00%70 70— $1,921 新建仓
MSM MSC INDL DIRECT INC CL A $1,9230.00%21 21— $1,923 新建仓
LOGI LOGITECH INTL S A SHS $1,9260.00%21 -24-53.3% -$2,201 减仓
JBTM JBT MAREL CORPORATION COM $1,9320.00%15 9150.0% $1,159 加仓
TXNM TXNM ENERGY INC COM $1,9370.00%33 22200.0% $1,291 加仓
MUR MURPHY OIL CORP COM $1,9380.00%49 49— $1,938 新建仓
HR HEALTHCARE RLTY TR CL A COM $1,9390.00%113 00.0% — 不变
FISR STATE STREET FIXED INCOME SECTOR ROTATION ETF $1,9480.00%76 00.0% — 不变
ENPH ENPHASE ENERGY INC COM $1,9520.00%51 1959.4% $727 加仓
LPL LG DISPLAY CO LTD SPONS ADR REP $1,9610.00%494 404448.9% $1,604 加仓
BMNR BITMINE IMMERSION TECHS INC COM NEW $1,9690.00%100 00.0% — 不变
AN AUTONATION INC COM $1,9800.00%10 466.7% $792 加仓
CCC CCC INTELLIGENT SOLUTIONS HLD COM $1,9860.00%331 173109.5% $1,038 加仓
PDM PIEDMONT REALTY TRUST INC COM CL A $1,9990.00%309 309— $1,999 新建仓
FUL FULLER H B CO COM $1,9990.00%32 32— $1,999 新建仓
— VIRTUS SEIX SENIOR LOAN ETF $2,0050.00%87 00.0% — 不变
EAT BRINKER INTL INC COM $2,0070.00%14 9180.0% $1,290 加仓
UE URBAN EDGE PPTYS COM $2,0290.00%102 102— $2,029 新建仓
DSGX DESCARTES SYS GROUP INC COM $2,0560.00%29 29— $2,056 新建仓
HIMS HIMS & HERS HEALTH INC COM CL A $2,0630.00%104 00.0% — 不变
VOOG VANGUARD S&P 500 GROWTH ETF $2,0650.00%5 00.0% — 不变
NCNO NCINO INC COM $2,0880.00%126 126— $2,088 新建仓
FCF FIRST COMWLTH FINL CORP PA COM $2,0970.00%118 118— $2,097 新建仓
S SENTINELONE INC CL A $2,1030.00%158 128426.7% $1,704 加仓
TARS TARSUS PHARMACEUTICALS INC COM $2,1070.00%30 30— $2,107 新建仓
RDN RADIAN GROUP INC COM $2,1130.00%64 42190.9% $1,387 加仓
BRO BROWN & BROWN INC COM $2,1250.00%33 310.0% $193 加仓
GME GAMESTOP CORP CL A $2,1390.00%94 3046.9% $683 加仓
MATX MATSON INC COM $2,1440.00%13 8160.0% $1,319 加仓
— PACER LUNT LARGE CAP ALTERNATOR ETF $2,1570.00%49 00.0% — 不变
H HYATT HOTELS CORP COM CL A $2,1580.00%15 -3-16.7% -$432 减仓
JD JD.COM INC SPON ADS CL A $2,1650.00%75 51212.5% $1,472 加仓
FTGC FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND $2,1650.00%76 76— $2,165 新建仓
AFG AMERICAN FINANCIAL GROUP INC COM $2,1720.00%17 -13-43.3% -$1,661 减仓
LULU LULULEMON ATHLETICA INC COM $2,2230.00%14 17.7% $159 加仓
BRC BRADY CORP CL A $2,2300.00%27 17170.0% $1,404 加仓
FTI TECHNIPFMC PLC COM $2,2330.00%32 24300.0% $1,675 加仓
FTV FORTIVE CORP COM $2,2360.00%40 -5-11.1% -$280 减仓
PZA INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF $2,2380.00%97 -160-62.3% -$3,692 减仓
ALKS ALKERMES PLC SHS $2,2430.00%64 43204.8% $1,507 加仓
SPSC SPS COMM INC COM $2,2490.00%40 21110.5% $1,181 加仓
BCAX BICARA THERAPEUTICS INC COM $2,2760.00%111 111— $2,276 新建仓
IP INTERNATIONAL PAPER CO COM $2,2820.00%64 -171-72.8% -$6,097 减仓
HOPE HOPE BANCORP INC COM $2,2930.00%196 196— $2,293 新建仓
BOOT BOOT BARN HLDGS INC COM $2,2960.00%16 11220.0% $1,578 加仓
DLB DOLBY LABORATORIES INC COM CL A $2,3070.00%38 12.7% $61 加仓
BMI BADGER METER INC COM $2,3130.00%15 9150.0% $1,388 加仓
ASLE AERSALE CORPORATION COM $2,3300.00%374 374— $2,330 新建仓
DJP IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN $2,3330.00%49 00.0% — 不变
MCHI ISHARES MSCI CHINA ETF $2,3520.00%42 00.0% — 不变
OVV OVINTIV INC COM $2,3540.00%41 34485.7% $1,952 加仓
CGCV CAPITAL GROUP CONSERVATIVE EQUITY ETF $2,3590.00%79 00.0% — 不变
FLUT FLUTTER ENTMT PLC SHS $2,3630.00%23 14.5% $103 加仓
TFX TELEFLEX INCORPORATED COM $2,3680.00%20 16400.0% $1,894 加仓
XNTK STATE STREET SPDR NYSE TECHNOLOGY ETF $2,3710.00%9 9— $2,371 新建仓
NNN NNN REIT INC COM $2,3770.00%56 00.0% — 不变
KMX CARMAX INC COM $2,3780.00%59 45321.4% $1,814 加仓
VSNT VERSANT MEDIA GROUP INC COM CL A $2,3800.00%64 64— $2,380 新建仓
COHU COHU INC COM $2,3870.00%75 75— $2,387 新建仓
GRNY FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF $2,4030.00%100 00.0% — 不变
INFY INFOSYS LTD SPONSORED ADR $2,4340.00%183 125215.5% $1,663 加仓
EGP EASTGROUP PPTYS INC COM $2,4360.00%13 11550.0% $2,061 加仓
TIPX STATE STREET SPDR BLOOMBERG 1-10 YEAR TIPS ETF $2,4640.00%129 00.0% — 不变
— QORVO INC COM $2,4660.00%32 518.5% $385 加仓
IFF INTERNATIONAL FLAVORS&FRAGRANC COM $2,4670.00%34 1470.0% $1,016 加仓
PBH PRESTIGE CONSMR HEALTHCARE INC COM $2,4800.00%43 43— $2,480 新建仓
MKTX MARKETAXESS HLDGS INC COM $2,4840.00%15 9150.0% $1,490 加仓
PLXS PLEXUS CORP COM $2,4870.00%12 7140.0% $1,451 加仓
CORZ CORE SCIENTIFIC INC NEW COM $2,4940.00%163 163— $2,494 新建仓
RNW RENEW ENERGY GLOBAL PLC CL A SHS $2,5050.00%523 399321.8% $1,911 加仓
FNDA SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF $2,5230.00%77 1626.2% $524 加仓
UPST UPSTART HLDGS INC COM $2,5360.00%100 100— $2,536 新建仓
ZBH ZIMMER BIOMET HOLDINGS INC COM $2,5490.00%28 733.3% $637 加仓
RVMD REVOLUTION MEDICINES INC COM $2,5650.00%26 20333.3% $1,973 加仓
ZETA ZETA GLOBAL HOLDINGS CORP CL A $2,5800.00%164 164— $2,580 新建仓
PHG KONINKLIJKE PHILIPS N V NY REGIS SHS NEW $2,5930.00%95 95— $2,593 新建仓
KWR QUAKER HOUGHTON COM $2,6040.00%21 21— $2,604 新建仓
CGON CG ONCOLOGY INC COM $2,6050.00%39 39— $2,605 新建仓
MFG MIZUHO FINANCIAL GROUP INC SPONSORED ADR $2,6230.00%313 7531.5% $629 加仓
XAR STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF $2,6280.00%10 10— $2,628 新建仓
ELAN ELANCO ANIMAL HEALTH INC COM $2,6360.00%114 99660.0% $2,289 加仓
JCAP JEFFERSON CAPITAL INC COM $2,6440.00%137 137— $2,644 新建仓
ETSY ETSY INC COM $2,6480.00%53 41341.7% $2,048 加仓
DB DEUTSCHE BK AG NAMEN AKT $2,6520.00%87 87— $2,652 新建仓
KLAR KLARNA GROUP PLC SHS $2,6560.00%200 200— $2,656 新建仓
APG API GROUP CORP COM STK $2,6580.00%64 57814.3% $2,367 加仓
RIVN RIVIAN AUTOMOTIVE INC COM CL A $2,6590.00%178 -119-40.1% -$1,778 减仓
— TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS $2,6920.00%89 69345.0% $2,087 加仓
FR FIRST INDL RLTY TR INC COM $2,6980.00%46 1027.8% $587 加仓
HEZU ISHARES CURRENCY HEDGED MSCI EUROZONE ETF $2,7000.00%61 61— $2,700 新建仓
ULS UL SOLUTIONS INC CLASS A COM SHS $2,7060.00%32 24300.0% $2,030 加仓
PINS PINTEREST INC CL A $2,7070.00%148 6374.1% $1,152 加仓
— LIBERTY BROADBAND CORP COM SER C $2,7170.00%54 920.0% $453 加仓
PBR/A PETROLEO BRASILEIRO S A SP ADR NON VTG $2,7240.00%149 122451.9% $2,230 加仓
— MOTLEY FOOL SMALL-CAP GROWTH ETF $2,7320.00%85 85— $2,732 新建仓
DAR DARLING INGREDIENTS INC COM $2,7350.00%44 37528.6% $2,300 加仓
NTNX NUTANIX INC CL A $2,7390.00%72 36100.0% $1,370 加仓
ALGT ALLEGIANT TRAVEL CO COM $2,7430.00%33 33— $2,743 新建仓
QTWO Q2 HLDGS INC COM $2,7490.00%58 551,833.3% $2,607 加仓