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
IWO ISHARES RUSSELL 2000 GROWTH ETF $11.79万0.02%373 3644,044.4% $11.51万 加仓
HLT HILTON WORLDWIDE HLDGS INC COM $11.68万0.02%379 329658.0% $10.14万 加仓
OKE ONEOK INC NEW COM $11.67万0.02%1,336 889198.9% $7.77万 加仓
SHOP SHOPIFY INC CL A SUB VTG SHS $11.59万0.02%978 692242.0% $8.20万 加仓
HYS PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND $11.52万0.02%1,241 1,241— $11.52万 新建仓
VOT VANGUARD MID-CAP GROWTH ETF $11.49万0.02%441 16660.4% $4.33万 加仓
QQQJ INVESCO NASDAQ NEXT GEN 100 ETF $11.44万0.02%3,115 00.0% — 不变
MRVL MARVELL TECHNOLOGY INC COM $11.42万0.02%1,070 35349.2% $3.77万 加仓
PECO PHILLIPS EDISON & CO INC COMMON STOCK $11.41万0.02%3,063 471.6% $1,750 加仓
NLY ANNALY CAPITAL MANAGEMENT INC COM NEW $11.39万0.02%5,391 5,2573,923.1% $11.11万 加仓
CHRW C H ROBINSON WORLDWIDE IN COM NEW $11.36万0.02%674 6492,596.0% $10.94万 加仓
SBUX STARBUCKS CORP COM $11.36万0.02%1,256 352.9% $3,164 加仓
AXP AMERICAN EXPRESS CO COM $11.34万0.02%376 5517.1% $1.66万 加仓
— BOEING CO DEP CONV PFD A $11.32万0.02%1,700 1,494725.2% $9.95万 加仓
DOCU DOCUSIGN INC COM $11.20万0.02%2,325 22210.6% $1.07万 加仓
WMB WILLIAMS COS INC COM $11.13万0.02%1,550 29223.2% $2.10万 加仓
DIHP DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF $11.02万0.02%3,371 3,371— $11.02万 新建仓
— BITWISE 10 CRYPTO INDEX ETF $11.01万0.02%2,450 2,450— $11.01万 新建仓
SHE STATE STREET SPDR MSCI USA GENDER DIVERSITY ETF $10.92万0.02%847 729.3% $9,286 加仓
SYY SYSCO CORP COM $10.92万0.02%1,513 39435.2% $2.84万 加仓
SPIP STATE STREET SPDR PORTFOLIO TIPS ETF $10.91万0.02%4,213 00.0% — 不变
TCAF T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF $10.87万0.02%3,040 1,639117.0% $5.86万 加仓
IBB ISHARES BIOTECHNOLOGY ETF $10.84万0.02%637 6011,669.4% $10.22万 加仓
PUK PRUDENTIAL PLC ADR $10.73万0.02%3,664 3,664— $10.73万 新建仓
XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF $10.69万0.02%2,319 43323.0% $2.00万 加仓
ICSH ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF $10.63万0.02%2,106 1,719444.2% $8.67万 加仓
USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF $10.62万0.02%2,079 2,07441,480.0% $10.59万 加仓
WPC WP CAREY INC COM $10.53万0.02%1,518 1,160324.0% $8.05万 加仓
ATO ATMOS ENERGY CORP COM $10.46万0.02%564 5566,950.0% $10.31万 加仓
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF $10.37万0.02%723 -2-0.3% -$287 减仓
— HAFNIA LTD SHS $10.31万0.02%13,500 00.0% — 不变
WEC WEC ENERGY GROUP INC COM $10.27万0.02%884 111.3% $1,278 加仓
DG DOLLAR GEN CORP COM $10.23万0.02%873 -227-20.6% -$2.66万 减仓
VRTX VERTEX PHARMACEUTICALS INC COM $10.20万0.02%228 -28-10.9% -$1.25万 减仓
— FRANKLIN U.S. DIVIDEND BOOSTER INDEX ETF $10.12万0.02%3,594 3,594— $10.12万 新建仓
CHD CHURCH & DWIGHT CO INC COM $10.06万0.02%1,083 10610.8% $9,842 加仓
PAGP PLAINS GP HLDGS L P LTD PARTNR INT A $9.88万0.02%4,167 3,9361,703.9% $9.34万 加仓
CNP CENTERPOINT ENERGY INC COM $9.85万0.02%2,277 251.1% $1,081 加仓
REGN REGENERON PHARMACEUTICALS COM $9.79万0.02%126 6296.9% $4.82万 加仓
HCA HCA HEALTHCARE INC COM $9.78万0.02%206 4326.4% $2.04万 加仓
NTES NETEASE COM INC SPONSORED ADS $9.78万0.02%868 10814.2% $1.22万 加仓
SBR SABINE RTY TR UNIT BEN INT $9.77万0.02%1,337 1,337— $9.77万 新建仓
ARCC ARES CAPITAL CORP COM $9.74万0.02%5,492 5,3122,951.1% $9.42万 加仓
CARR CARRIER GLOBAL CORPORATION COM $9.69万0.02%1,702 1,437542.3% $8.18万 加仓
VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF $9.68万0.02%1,080 1,080— $9.68万 新建仓
SHV ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF $9.59万0.02%871 -688-44.1% -$7.57万 减仓
FEOE FIRST EAGLE OVERSEAS EQUITY ETF $9.58万0.02%1,875 1,875— $9.58万 新建仓
DAL DELTA AIR LINES INC COM NEW $9.57万0.02%1,416 39438.6% $2.66万 加仓
VGSH VANGUARD SHORT-TERM TREASURY ETF $9.57万0.02%1,640 00.0% — 不变
BA BOEING CO COM $9.54万0.02%460 12939.0% $2.67万 加仓
CTAS CINTAS CORP COM $9.53万0.02%554 50.9% $860 加仓
ADBE ADOBE INC COM $9.51万0.02%394 13753.3% $3.31万 加仓
YUMC YUM CHINA HLDGS INC COM $9.43万0.02%1,920 512.7% $2,504 加仓
ADM ARCHER DANIELS MIDLAND CO COM $9.40万0.02%1,299 1,299— $9.40万 新建仓
NEAR ISHARES SHORT DURATION BOND ACTIVE ETF $9.38万0.02%1,852 1,852— $9.38万 新建仓
INTU INTUIT COM $9.37万0.02%220 -167-43.2% -$7.11万 减仓
BEPC BROOKFIELD RENEWABLE CORP CL A EX SUB VTG $9.27万0.02%2,294 1,530200.3% $6.18万 加仓
XP XP INC CL A $9.26万0.02%4,949 4,949— $9.26万 新建仓
VB VANGUARD SMALL-CAP ETF $9.24万0.02%351 6422.3% $1.69万 加仓
BKNG BOOKING HOLDINGS INC COM $9.21万0.02%22 14.8% $4,185 加仓
QCLN FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUND $9.18万0.02%1,958 703.7% $3,282 加仓
BLK BLACKROCK INC COM $9.11万0.02%95 2535.7% $2.40万 加仓
CLIP GLOBAL X 1-3 MONTH T-BILL ETF $9.06万0.02%905 809842.7% $8.10万 加仓
PLD PROLOGIS INC. COM $9.05万0.02%679 21245.4% $2.83万 加仓
IBKR INTERACTIVE BROKERS GROUP INC COM CL A $8.96万0.02%1,319 1,2742,831.1% $8.65万 加仓
AFLG FIRST TRUST ACTIVE FACTOR LARGE CAP ETF $8.95万0.02%2,301 58333.9% $2.27万 加仓
VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF $8.95万0.02%942 738361.8% $7.01万 加仓
NKE NIKE INC CL B $8.92万0.02%1,998 1,205152.0% $5.38万 加仓
GMAB GENMAB A/S SPONSORED ADS $8.89万0.02%3,266 -38-1.2% -$1,034 减仓
NET CLOUDFLARE INC CL A COM $8.87万0.02%432 18877.0% $3.86万 加仓
NOW SERVICENOW INC COM $8.85万0.02%851 11415.5% $1.19万 加仓
TPSC TIMOTHY PLAN US SMALL CAP CORE ETF $8.81万0.02%2,061 -25-1.2% -$1,068 减仓
STWD STARWOOD PPTY TR INC COM $8.79万0.02%5,148 4,377567.7% $7.48万 加仓
JMOM JPMORGAN U.S. MOMENTUM FACTOR ETF $8.73万0.02%1,268 00.0% — 不变
FRO FRONTLINE PLC COM 看涨期权 $8.71万0.02%2,500 2,500— $8.71万 新建仓
TPR TAPESTRY INC COM $8.70万0.02%603 5762,133.3% $8.31万 加仓
UPS UNITED PARCEL SVCS INC CL B $8.69万0.02%887 22133.2% $2.16万 加仓
ALOY REALLOYS INC COM $8.65万0.02%9,500 9,500— $8.65万 新建仓
AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF $8.65万0.02%1,827 63853.7% $3.02万 加仓
— FIRST TRUST SKYBRIDGE CRYPTO INDUSTRY & DIGITAL ECONOMY ETF $8.64万0.02%7,400 7,400— $8.64万 新建仓
EBND STATE STREET SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETF $8.63万0.02%4,184 3,9451,650.6% $8.14万 加仓
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS $8.59万0.02%203 52.5% $2,116 加仓
HYLS FIRST TRUST TACTICAL HIGH YIELD ETF $8.58万0.02%2,111 1839.5% $7,437 加仓
LGLV STATE STREET SPDR US LARGE CAP LOW VOLATILITY INDEX ETF $8.56万0.02%479 479— $8.56万 新建仓
SO SOUTHERN CO COM $8.55万0.02%882 -53-5.7% -$5,138 减仓
USAR USA RARE EARTH INC COM $8.55万0.02%5,775 5,775— $8.55万 新建仓
VRSN VERISIGN INC COM $8.40万0.02%335 -316-48.5% -$7.92万 减仓
ASTS AST SPACEMOBILE INC COM CL A $8.40万0.02%1,000 1,000— $8.40万 新建仓
ENB ENBRIDGE INC COM $8.39万0.02%1,563 100.6% $537 加仓
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF $8.34万0.02%563 24677.6% $3.64万 加仓
DTE DTE ENERGY CO COM $8.29万0.02%563 440357.7% $6.48万 加仓
FDN FIRST TRUST DOW JONES INTERNET INDEX FUND $8.28万0.02%351 10844.4% $2.55万 加仓
WELL WELLTOWER INC COM $8.25万0.02%415 303270.5% $6.03万 加仓
MELI MERCADOLIBRE INC COM $8.25万0.02%48 42700.0% $7.22万 加仓
FEM FIRST TRUST EMERGING MARKETS ALPHADEX FUND $8.18万0.02%2,700 41618.2% $1.26万 加仓
SCHR SCHWAB INTERMEDIATE-TERM US TREASURY ETF $8.16万0.02%3,290 -96-2.8% -$2,382 减仓
PAAA PGIM AAA CLO ETF $8.15万0.02%1,591 1,591— $8.15万 新建仓
STIP ISHARES 0-5 YEAR TIPS BOND ETF $8.01万0.02%777 496.7% $5,053 加仓
QTEC FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND $8.00万0.02%365 14666.7% $3.20万 加仓
GD GENERAL DYNAMICS CORP COM $7.96万0.02%227 204887.0% $7.15万 加仓