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
HNI HNI CORP $1,6570.00%41 1451.9% $566 加仓
SEIC SEI INVTS CO $1,6660.00%19 -1-5.0% -$88 减仓
SNN SMITH & NEPHEW PLC $1,6710.00%58 2261.1% $634 加仓
DNLI DENALI THERAPEUTICS INC $1,6720.00%65 00.0% — 不变
ENR ENERGIZER HLDGS INC $1,6720.00%78 1320.0% $279 加仓
AVA AVISTA CORP $1,6770.00%41 00.0% — 不变
ENVA ENOVA INTL INC $1,6850.00%7 00.0% — 不变
ALGN ALIGN TECHNOLOGY INC $1,6870.00%10 -6-37.5% -$1,012 减仓
LOGI LOGITECH INTL S A $1,6930.00%18 -3-14.3% -$282 减仓
ACAD ACADIA PHARMACEUTICALS INC $1,6950.00%67 00.0% — 不变
MKTX MARKETAXESS HLDGS INC $1,7020.00%15 00.0% — 不变
NSIT INSIGHT ENTERPRISES INC $1,7050.00%14 17.7% $122 加仓
CX CEMEX SA EURO MTN BE 144A $1,7160.00%143 00.0% — 不变
NU NU HLDGS LTD $1,7230.00%129 -1,215-90.4% -$1.62万 减仓
LAC LITHIUM AMERS CORP NEW $1,7330.00%450 00.0% — 不变
SKT TANGER INC $1,7370.00%44 37.3% $118 加仓
CNQ CANADIAN NAT RES LTD MED TER $1,7380.00%44 1976.0% $750 加仓
SPSB SPDR SERIES TRUST $1,7410.00%58 00.0% — 不变
H HYATT HOTELS CORP $1,7450.00%9 -6-40.0% -$1,163 减仓
TARS TARSUS PHARMACEUTICALS INC $1,7620.00%28 -2-6.7% -$126 减仓
SBAC SBA COMMUNICATIONS CORP $1,7650.00%10 -1-9.1% -$176 减仓
NVST ENVISTA HOLDINGS CORPORATION $1,7650.00%67 00.0% — 不变
MC MOELIS & CO $1,7660.00%27 00.0% — 不变
SMG SCOTTS MIRACLE-GRO CO $1,7710.00%26 00.0% — 不变
AHR AMERICAN HEALTHCARE REIT INC $1,7730.00%34 -40-54.1% -$2,086 减仓
DPZ DOMINOS PIZZA INC $1,7760.00%6 -2-25.0% -$592 减仓
CPB THE CAMPBELLS COMPANY $1,7820.00%80 -71-47.0% -$1,582 减仓
PAG PENSKE AUTOMOTIVE GRP INC $1,7900.00%10 342.9% $537 加仓
AAP ADVANCE AUTO PARTS INC $1,8040.00%29 311.5% $187 加仓
BIPC BROOKFIELD INFRASTRUCTURE CO $1,8100.00%47 00.0% — 不变
CWH CAMPING WORLD HLDGS INC $1,8160.00%238 -13-5.2% -$99 减仓
XLSR SSGA ACTIVE TR $1,8160.00%28 00.0% — 不变
JBS JBS N.V. $1,8250.00%154 -4-2.5% -$47 减仓
SKM SK TELECOM CO LTD $1,8330.00%57 2367.6% $740 加仓
REG REGENCY CTRS CORP $1,8340.00%23 00.0% — 不变
MICC MAGNUM ICE CREAM CO NV $1,8450.00%106 -180-62.9% -$3,133 减仓
FTI TECHNIPFMC PLC $1,8560.00%28 -4-12.5% -$265 减仓
FUL FULLER H B CO $1,8650.00%32 00.0% — 不变
DSGX DESCARTES SYS GROUP INC $1,8690.00%27 -2-6.9% -$138 减仓
— VERU INC $1,8780.00%600 00.0% — 不变
— AVALONBAY CMNTYS INC $1,8870.00%10 -8-44.4% -$1,510 减仓
ADC AGREE RLTY CORP $1,8940.00%25 00.0% — 不变
CVE CENOVUS ENERGY INC $1,9100.00%77 -95-55.2% -$2,356 减仓
HRL HORMEL FOODS CORP $1,9110.00%77 64492.3% $1,588 加仓
GME GAMESTOP CORP $1,9210.00%87 -7-7.4% -$155 减仓
GWX SPDR INDEX SHS FDS $1,9250.00%44 00.0% — 不变
FBP FIRST BANCORP CORPORATION $1,9290.00%74 00.0% — 不变
DLTR DOLLAR TREE INC $1,9350.00%16 -17-51.5% -$2,056 减仓
FLUT FLUTTER ENTMT PLC $1,9410.00%19 -4-17.4% -$409 减仓
FCFS FIRSTCASH HOLDINGS INC $1,9470.00%9 350.0% $649 加仓
FISR SSGA ACTIVE TR $1,9490.00%76 00.0% — 不变
Q QNITY ELECTRONICS INC $1,9600.00%12 -177-93.7% -$2.89万 减仓
SPXC SPX TECHNOLOGIES INC $1,9610.00%8 00.0% — 不变
TGLS TECNOGLASS INC $1,9660.00%42 513.5% $234 加仓
NMIH NMI HLDGS INC $1,9720.00%48 00.0% — 不变
CRTO CRITEO S A $1,9740.00%108 65.9% $110 加仓
TIGR UP FINTECH HLDG LTD $1,9840.00%451 00.0% — 不变
FLJP FRANKLIN TEMPLETON ETF TR $1,9880.00%50 00.0% — 不变
CHTR CHARTER COMMUNICATIONS INC $1,9910.00%14 -37-72.5% -$5,262 减仓
SFNC SIMMONS FIRST NATL CORP $1,9930.00%88 88— $1,993 新建仓
DLB DOLBY LABORATORIES INC $1,9980.00%38 00.0% — 不变
SIMO SILICON MOTION TECHNOLOGY CO $2,0000.00%6 00.0% — 不变
FTGC FIRST TR EXCHANGE TRAD FD VI $2,0020.00%74 -2-2.6% -$54 减仓
BSY BENTLEY SYS INC $2,0030.00%67 -14-17.3% -$419 减仓
— VIRTUS ETF TR II $2,0120.00%87 00.0% — 不变
INVH INVITATION HOMES INC $2,0240.00%67 1119.6% $332 加仓
LAD LITHIA MTRS INC $2,0330.00%7 240.0% $581 加仓
— ARCOSA INC $2,0340.00%14 14— $2,034 新建仓
AFRM AFFIRM HLDGS INC $2,0390.00%25 -3-10.7% -$245 减仓
AN AUTONATION INC $2,0440.00%11 110.0% $186 加仓
ONB OLD NATL BANCORP IND $2,0460.00%79 2546.3% $647 加仓
ICUI ICU MED INC $2,0520.00%14 17.7% $147 加仓
DJP BARCLAYS BANK PLC $2,0540.00%47 -2-4.1% -$87 减仓
— HARTFORD FDS EXCHANGE TRADED $2,0600.00%66 00.0% — 不变
HEFA ISHARES TR $2,0650.00%44 00.0% — 不变
AOS SMITH A O CORP $2,0700.00%33 28560.0% $1,756 加仓
BMI BADGER METER INC $2,0770.00%14 -1-6.7% -$148 减仓
FTV FORTIVE CORP $2,0770.00%34 -6-15.0% -$367 减仓
FTDR FRONTDOOR INC $2,0950.00%27 00.0% — 不变
XTEN BONDBLOXX ETF TRUST $2,0970.00%46 -132-74.2% -$6,017 减仓
CVSA COVISTA INC $2,1190.00%17 430.8% $499 加仓
THG HANOVER INS GROUP INC $2,1410.00%10 225.0% $428 加仓
NCNO NCINO INC $2,1420.00%131 54.0% $82 加仓
MCHI ISHARES TR $2,1430.00%42 00.0% — 不变
— QORVO INC $2,1450.00%23 -9-28.1% -$839 减仓
AXS AXIS CAP HLDGS LTD $2,1490.00%20 -19-48.7% -$2,042 减仓
— TAYLOR MORRISON HOME CORP $2,1520.00%30 -257-89.5% -$1.84万 减仓
AMN AMN HEALTHCARE SVCS INC $2,1690.00%67 2767.5% $874 加仓
CPA COPA HOLDINGS SA $2,1780.00%14 00.0% — 不变
PBR/A PETROLEO BRASILEIRO S A $2,1810.00%149 00.0% — 不变
WLY WILEY JOHN & SONS INC $2,1830.00%45 00.0% — 不变
PRSU PURSUIT ATTRACTIONS AND HOSP $2,1830.00%39 -3-7.1% -$168 减仓
UVSP UNIVEST FINANCIAL CORPORATIO $2,1880.00%50 00.0% — 不变
HUBS HUBSPOT INC $2,1900.00%12 -7-36.8% -$1,278 减仓
ENPH ENPHASE ENERGY INC $2,2160.00%45 -6-11.8% -$295 减仓
— ARK ETF TR $2,2360.00%91 841,200.0% $2,064 加仓
GENI GENIUS SPORTS LIMITED $2,2540.00%372 372— $2,254 新建仓
AMX AMERICA MOVIL SAB DE CV $2,2610.00%87 1419.2% $364 加仓
LDOS LEIDOS HOLDINGS INC $2,2650.00%22 -2,726-99.2% -$28.07万 减仓
PBH PRESTIGE CONSMR HEALTHCARE I $2,2690.00%48 511.6% $236 加仓