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
J JACOBS SOLUTIONS INC COM $4.06万0.01%316 4416.2% $5,651 加仓
EXPE EXPEDIA GROUP INC COM NEW $4.05万0.01%178 1710.6% $3,870 加仓
HST HOST HOTELS & RESORTS INC COM $4.03万0.01%2,111 28715.7% $5,482 加仓
DFIC DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF $4.01万0.01%1,113 891401.4% $3.21万 加仓
RINT INTERNATIONAL DEVELOPED EQUITY ETF $4.01万0.01%1,356 00.0% — 不变
KR KROGER CO COM $3.99万0.01%566 8016.5% $5,643 加仓
OKTA OKTA INC CL A $3.99万0.01%504 20065.8% $1.58万 加仓
SPTI STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF $3.99万0.01%1,397 1,062317.0% $3.03万 加仓
SELV SEI ENHANCED LOW VOLATILITY U.S. LARGE CAP ETF $3.97万0.01%1,228 1,228— $3.97万 新建仓
TLN TALEN ENERGY CORP COM $3.97万0.01%121 1111,110.0% $3.64万 加仓
MS MORGAN STANLEY COM NEW $3.95万0.01%238 157193.8% $2.61万 加仓
— ALPHA ARCHITECT TAIL RISK ETF $3.95万0.01%436 381692.7% $3.45万 加仓
TTWO TAKE-TWO INTERACTIVE SOFTWARE COM $3.94万0.01%199 9184.3% $1.80万 加仓
FCOM FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF $3.93万0.01%572 417.7% $2,815 加仓
SIRI SIRIUSXM HOLDINGS INC COMMON STOCK $3.92万0.01%1,674 533.3% $1,241 加仓
DFSD DIMENSIONAL SHORT-DURATION FIXED INCOME ETF $3.91万0.01%817 00.0% — 不变
SE SEA LTD SPONSORD ADS $3.88万0.01%472 46915,633.3% $3.85万 加仓
THRO ISHARES U.S. THEMATIC ROTATION ACTIVE ETF $3.87万0.01%1,057 681181.1% $2.50万 加仓
DFLV DIMENSIONAL US LARGE CAP VALUE ETF $3.87万0.01%1,080 1,080— $3.87万 新建仓
BALI ISHARES U.S. LARGE CAP PREMIUM INCOME ACTIVE ETF $3.85万0.01%1,256 955317.3% $2.93万 加仓
HWM HOWMET AEROSPACE INC COM $3.85万0.01%161 -58-26.5% -$1.39万 减仓
AMT AMERICAN TOWER CORP COM $3.85万0.01%225 -150-40.0% -$2.57万 减仓
FTAI FTAI AVIATION LTD SHS $3.85万0.01%154 74.8% $1,749 加仓
— INVESCO DORSEY WRIGHT CONSUMER STAPLES MOMENTUM ETF $3.85万0.01%356 00.0% — 不变
OKLO OKLO INC COM CL A $3.85万0.01%800 30060.0% $1.44万 加仓
CGGO CAPITAL GROUP GLOBAL GROWTH EQUITY ETF $3.84万0.01%1,129 801244.2% $2.72万 加仓
ETR ENTERGY CORP NEW COM $3.82万0.01%336 5720.4% $6,474 加仓
KHC KRAFT HEINZ CO COM $3.81万0.01%1,711 -126-6.9% -$2,806 减仓
VIS VANGUARD INDUSTRIALS ETF $3.81万0.01%120 120— $3.81万 新建仓
TWLO TWILIO INC CL A $3.80万0.01%291 2731,516.7% $3.56万 加仓
AOA ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF $3.79万0.01%426 00.0% — 不变
CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF $3.76万0.01%595 7213.8% $4,547 加仓
GDDY GODADDY INC CL A $3.74万0.01%463 15650.8% $1.26万 加仓
NTRA NATERA INC COM $3.74万0.01%184 1741,740.0% $3.54万 加仓
AYI ACUITY INC COM $3.73万0.01%130 00.0% — 不变
BE BLOOM ENERGY CORP COM CL A $3.72万0.01%281 281— $3.72万 新建仓
PHM PULTE GROUP INC COM $3.71万0.01%317 243328.4% $2.85万 加仓
SNA SNAP ON INC COM $3.71万0.01%101 961,920.0% $3.52万 加仓
AVEM AVANTIS EMERGING MARKETS EQUITY ETF $3.67万0.01%451 451— $3.67万 新建仓
JGRO JPMORGAN ACTIVE GROWTH ETF $3.64万0.01%426 20.5% $171 加仓
— ELECTRONIC ARTS INC COM $3.62万0.01%178 121212.3% $2.46万 加仓
SPOT SPOTIFY TECHNOLOGY S A SHS $3.62万0.01%77 721,440.0% $3.38万 加仓
ILCG ISHARES MORNINGSTAR GROWTH ETF $3.60万0.01%372 00.0% — 不变
USB US BANCORP COM NEW $3.57万0.01%677 9816.9% $5,170 加仓
EW EDWARDS LIFESCIENCES CORP COM $3.57万0.01%439 379.2% $3,007 加仓
LHX L3HARRIS TECHNOLOGIES INC COM $3.54万0.01%100 76316.7% $2.69万 加仓
KDP KEURIG DR PEPPER INC COM $3.54万0.01%1,377 28726.3% $7,373 加仓
BHP BHP BILLITON LIMITED SPONSORED ADS $3.48万0.01%473 153.3% $1,103 加仓
NDAQ NASDAQ INC COM $3.45万0.01%405 242148.5% $2.06万 加仓
SAN BANCO SANTANDER SA ADR $3.44万0.01%2,974 63927.4% $7,393 加仓
— DIMENSIONAL U.S. TARGETED VALUE ETF $3.44万0.01%549 40.7% $251 加仓
DFNM DIMENSIONAL NATIONAL MUNICIPAL BOND ETF $3.44万0.01%716 646922.9% $3.10万 加仓
HOOD ROBINHOOD MKTS INC COM CL A $3.44万0.01%490 490— $3.44万 新建仓
FIX COMFORT SYS USA INC COM $3.43万0.01%24 15166.7% $2.14万 加仓
BLDR BUILDERS FIRSTSOURCE INC COM $3.41万0.01%421 -1,568-78.8% -$12.70万 减仓
EWU ISHARES MSCI UNITED KINGDOM ETF $3.38万0.01%730 6921,821.1% $3.21万 加仓
SHM STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF $3.35万0.01%702 484222.0% $2.31万 加仓
DHI D R HORTON INC COM $3.35万0.01%242 176266.7% $2.43万 加仓
AVLC AVANTIS U.S. LARGE CAP EQUITY ETF $3.34万0.01%426 328.1% $2,507 加仓
KKR KKR & CO INC COM $3.33万0.01%364 294420.0% $2.69万 加仓
HEI/A HEICO CORP NEW CL A $3.31万0.01%156 106212.0% $2.25万 加仓
XLG INVESCO S&P 500 TOP 50 ETF $3.31万0.01%602 602— $3.31万 新建仓
WULF TERAWULF INC COM $3.30万0.01%2,277 1,277127.7% $1.85万 加仓
VCR VANGUARD CONSUMER DISCRETIONARY ETF $3.29万0.01%91 68295.7% $2.46万 加仓
DFGX DIMENSIONAL INTERNATIONAL CORE FIXED INCOME ETF $3.28万0.01%624 624— $3.28万 新建仓
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF $3.28万0.01%581 373179.3% $2.10万 加仓
ISCF ISHARES INTERNATIONAL SMALLCAP EQUITY FACTOR ETF $3.27万0.01%768 00.0% — 不变
CGBD CARLYLE SECURED LENDING INC COM $3.26万0.01%3,000 1,00050.0% $1.09万 加仓
FTC FIRST TRUST LARGE CAP GROWTH ALPHADEX FUND $3.25万0.01%208 -13-5.9% -$2,033 减仓
IPAC ISHARES CORE MSCI PACIFIC ETF $3.24万0.01%414 414— $3.24万 新建仓
BKR BAKER HUGHES COMPANY CL A $3.23万0.01%536 19356.3% $1.16万 加仓
HAS HASBRO INC COM $3.23万0.01%361 244208.5% $2.18万 加仓
BLOK AMPLIFY BLOCKCHAIN TECHNOLOGY ETF $3.22万0.01%645 20.3% $100 加仓
XBI STATE STREET SPDR S&P BIOTECH ETF $3.21万0.01%250 150150.0% $1.93万 加仓
DOW DOW HLDGS INC COM $3.18万0.01%781 12919.8% $5,249 加仓
IBDX ISHARES IBONDS DEC 2032 TERM CORPORATE ETF $3.16万0.01%1,255 967335.8% $2.44万 加仓
GSLC TR ACTIVEBETA US LARGE CAP EQUITY ETF $3.14万0.01%249 249— $3.14万 新建仓
XPO XPO INC COM $3.14万0.01%158 107209.8% $2.12万 加仓
BALL BALL CORP COM $3.13万0.01%519 15944.2% $9,599 加仓
DASH DOORDASH INC CL A $3.10万0.01%206 126.2% $1,806 加仓
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS $3.07万0.01%248 137123.4% $1.70万 加仓
AWK AMERICAN WTR WKS CO INC NEW COM $3.06万0.01%224 3921.1% $5,335 加仓
SOLS SOLSTICE ADVANCED MATLS INC COM SHS $3.05万0.01%394 12546.5% $9,691 加仓
SAP SAP SE SPON ADR $3.05万0.01%178 7979.8% $1.35万 加仓
MNST MONSTER BEVERAGE CORP NEW COM $3.03万0.01%416 12743.9% $9,242 加仓
— SEI SELECT SMALL CAP ETF $3.02万0.01%1,082 1,082— $3.02万 新建仓
EPP ISHARES MSCI PACIFIC EX-JAPAN ETF $2.97万0.01%554 554— $2.97万 新建仓
IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF $2.97万0.01%595 29296.4% $1.46万 加仓
IRM IRON MTN INC DEL COM $2.97万0.01%294 6427.8% $6,461 加仓
BUFZ FT VEST LADDERED MODERATE BUFFER ETF $2.96万0.01%1,126 1,126— $2.96万 新建仓
IWB ISHARES RUSSELL 1000 ETF $2.95万0.01%82 00.0% — 不变
FTHI FIRST TRUST BUYWRITE INCOME ETF $2.94万0.01%1,273 1,273— $2.94万 新建仓
DOC HEALTHPEAK PROPERTIES INC COM $2.93万0.01%1,791 1287.7% $2,097 加仓
IXP ISHARES GLOBAL COMM SERVICES ETF $2.92万0.01%253 253— $2.92万 新建仓
MTCH MATCH GROUP INC NEW COM $2.91万0.01%933 273.0% $841 加仓
— ALPS REIT DIVIDEND DOGS ETF $2.90万0.01%816 30.4% $107 加仓
OMAB GRUPO AEROPORTUARIO DEL CENTRO SPON ADR $2.90万0.01%252 00.0% — 不变
EVUS ISHARES ESG AWARE MSCI USA VALUE ETF $2.89万0.01%901 901— $2.89万 新建仓
IBN ICICI BANK LIMITED ADR $2.88万0.01%1,121 1,0581,679.4% $2.72万 加仓
TDVG T. ROWE PRICE DIVIDEND GROWTH ETF $2.86万0.01%640 00.0% — 不变