RM

Rosenberg Matthew Hamilton

分散型投资策略趋势追踪型长期持有型

申报总市值

US$4.9亿

申报季度: 2026-03-31 · 持股只数: 799

Rosenberg Matthew Hamilton在最新一期 13F 报告中披露了 799 项持股，申报期为 2026-03-31，总持股市值约为 US$4.9亿，季度换手率为 6.6%。

浏览其他1 亿至 10 亿美元机构浏览其他以“R”开头的机构

机构性格雪花图

集中度
19.31
持仓稳定性
6.57
动能／逆势
100
行业集中度
35.52
多样化
100
仓位均衡度
38.67

近期动向

  • 减仓 VTI

    -1.7%　-US$286.7万

  • 加仓 VCIT

    +6.1%　US$181.5万

  • 加仓 JMUB

    +14.3%　US$108.1万

  • 减仓 SPTM

    +4.0%　-US$24.3万

  • 加仓 SUB

    +56.2%　US$85.4万

  • 加仓 JPST

    +3.2%　US$114.8万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1SPTMSs Spdr P S&p 1500 Comp ETFETF-其他13.37%-0.20%+3.96%
2VTIVanguard Total Stock Mkt ETFETF-其他9.30%-0.69%-1.70%
3VCITVanguard Int-term CorporateETF-投资级公司债8.04%+0.28%+6.11%
4JPSTJpmorgan Ultra-short IncomeETF-其他7.44%+0.16%+3.22%
5BIVVanguard Intermediate-term BETF-其他5.86%-0.15%-0.49%
6SCHFSchwab Intl Equity ETFETF-其他4.68%+0.12%+0.91%
7JMSTJPM Ultra-short Muni IncomeETF-其他2.82%+0.02%+1.41%
8SPDWSte Str Spdr Pt Dw EU ETFETF-其他2.22%+0.01%-1.53%
9VEAVanguard Ftse Developed ETFETF-其他2.04%+0.01%-1.29%
10SCHOSchwab Short-term US TreasETF-其他1.92%+0.09%+6.38%
11JMUBJpmorgan Municipal ETFETF-其他1.90%+0.20%+14.34%
12BBUSJpmorgan Betabuilders US EquETF-其他1.59%—+4.48%
13SCHXSchwab US Large-cap ETFETF-其他1.43%-0.12%-1.96%
14VYMVanguard High Dvd Yield ETFETF-其他1.20%+0.01%-1.04%
15IEMGIshares Core Msci EmergingETF-新兴市场1.10%+0.04%+0.34%
16SLQDIshares 0-5 Yr Inv Grd CORPETF-其他0.92%—-1.11%
17NVDANvidia CORP股票-科技0.81%-0.06%+0.30%
18SCHBSchwab US Broad Market ETFETF-其他0.75%-0.09%-6.28%
19BILSs Spdr Bb 1-3m T-bill ETFETF-政府公债0.72%—+0.60%
20GOOGAlphabet Inc-cl C股票-通信服务0.69%-0.05%+2.96%
21SPSBSs Spdr P St C CORP ETFETF-其他0.69%—-1.12%
22PSKSs Spdr Ice Pref Sec ETFETF-其他0.65%+0.03%+7.50%
23AAPLApple INC股票-科技0.64%—+3.98%
24MSFTMicrosoft CORP股票-科技0.56%-0.16%+3.48%
25MUBIshares National Muni Bond EETF-其他0.54%—-2.36%
26SUBIshares Short-term NationalETF-其他0.49%+0.17%+56.18%
27XOMExxon Mobil CORP股票-能源0.45%+0.13%+1.44%
28SHYGIshares 0-5 Yr Hy CORP BondETF-投资级公司债0.45%+0.03%+8.48%
29EMBIshares Jp Morgan Usd EmergiETF-其他0.43%+0.05%+16.47%
30VYMIVanguard Int High Dvd Yld InETF-其他0.43%—-1.56%
31SCHJSchwab 1-5 Yr CORP Bnd ETFETF-其他0.40%—-0.70%
32VCSHVanguard S/t CORP Bond ETFETF-投资级公司债0.38%—-1.81%
33JPMJpmorgan Chase & Co股票-金融0.37%—+7.51%
34AVGOBroadcom INC股票-科技0.36%-0.04%+0.53%
35JCPBJpmorgan Core Plus Bond ETFETF-其他0.36%—-5.32%
36TSMTaiwan Semiconductor-sp Adr股票-科技0.35%+0.03%+0.80%
37SJNKSs Spdr Bb St Hi Yield ETFETF-其他0.35%—+1.47%
38BSVVanguard Short-term Bond ETFETF-其他0.34%—-3.75%
39ITOTIshares Core S&p Total U.s.ETF-其他0.34%—+0.09%
40VWOVanguard Ftse Emerging MarkeETF-新兴市场0.33%—+1.69%
41SLVIshares Silver TrustETF-避险与商品0.29%—-0.34%
42MBBIshares Mbs ETFETF-其他0.28%+0.02%+12.07%
43CVXChevron CORP股票-能源0.28%+0.07%-1.81%
44WMTWalmart INC股票-非周期性消费0.28%+0.03%-0.46%
45COPConocophillips股票-能源0.28%+0.09%+1.77%
46CMBSIshares Cmbs ETFETF-其他0.27%+0.02%+12.17%
47SPEMState Street Sp Ptf Em ETFETF-其他0.27%—-1.27%
48GLDSpdr Gold SharesETF-避险与商品0.25%——
49VLOValero Energy CORP股票-能源0.25%+0.09%+4.27%
50CATCaterpillar INC股票-工业0.23%+0.04%-0.25%
1–50 of 799

本季持股变动

Rosenberg Matthew Hamilton 在 2026-03-31 最显著的持仓异动： 新建仓: Totalenergies Se; 清仓: Astrazeneca Plc-spons Adr (AZNN); 新建仓: Vanguard Short Tax-ex Bond (VSDM); 清仓: Fidelity Wise Origin Bitcoin (FBTC); 减仓: Vanguard Total Stock Mkt ETF (VTI) — 股数 -1.70%.

Rosenberg Matthew Hamilton 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1VCITVanguard Int-term Corporate+0.3%+6.11%加仓
2JMUBJpmorgan Municipal ETF+0.2%+14.34%加仓
3SUBIshares Short-term National+0.2%+56.18%加仓
4JPSTJpmorgan Ultra-short Income+0.2%+3.22%加仓
5XOMExxon Mobil CORP+0.1%+1.44%加仓
6SCHFSchwab Intl Equity ETF+0.1%+0.91%加仓
7SCHOSchwab Short-term US Treas+0.1%+6.38%加仓
8VLOValero Energy CORP+0.1%+4.27%加仓
9COPConocophillips+0.1%+1.77%加仓
10MPCMarathon Petroleum CORP+0.1%+4.83%加仓
11CVXChevron CORP+0.1%-1.81%减仓
12PSXPhillips 66+0.1%+1.71%加仓
13EMBIshares Jp Morgan Usd Emergi+0.1%+16.47%加仓
14CATCaterpillar INC0%-0.25%减仓
15IEMGIshares Core Msci Emerging0%+0.34%加仓
16EOGEog Resources INC0%+10.50%加仓
17TSMTaiwan Semiconductor-sp Adr0%+0.80%加仓
18JNJJohnson & Johnson0%+5.39%加仓
19SHELShell Plc-adr0%-0.66%减仓
20SHYGIshares 0-5 Yr Hy CORP Bond0%+8.48%加仓
21PSKSs Spdr Ice Pref Sec ETF0%+7.50%加仓
22WMTWalmart INC0%-0.46%减仓
23OXYOccidental Petroleum CORP0%+51.87%加仓
24JMSTJPM Ultra-short Muni Income0%+1.41%加仓
25MBBIshares Mbs ETF0%+12.07%加仓
26CMBSIshares Cmbs ETF0%+12.17%加仓
27SPDWSte Str Spdr Pt Dw EU ETF0%-1.53%减仓
28VEAVanguard Ftse Developed ETF0%-1.29%减仓
29VYMVanguard High Dvd Yield ETF0%-1.04%减仓
30PCYInvesco Emerging Markets Sov0%-81.54%减仓
31NKENike INC -cl B0%-53.29%减仓
32ORCLOracle CORP0%+5.45%加仓
33SOFISofi Technologies INC0%-10.19%减仓
34AMZNAmazon.com INC0%-2.03%减仓
35DISWalt Disney Co/the0%-31.34%减仓
36INTUIntuit INC0%-3.09%减仓
37AVGOBroadcom INC0%+0.53%加仓
38TSLATesla INC0%-12.99%减仓
39GOOGAlphabet Inc-cl C-0.1%+2.96%加仓
40NVDANvidia CORP-0.1%+0.30%加仓
41SCHBSchwab US Broad Market ETF-0.1%-6.28%减仓
42SCHXSchwab US Large-cap ETF-0.1%-1.96%减仓
43BIVVanguard Intermediate-term B-0.2%-0.49%减仓
44MSFTMicrosoft CORP-0.2%+3.48%加仓
45SPTMSs Spdr P S&p 1500 Comp ETF-0.2%+3.96%加仓
46VTIVanguard Total Stock Mkt ETF-0.7%-1.70%减仓
47✓ Totalenergies Se—NEW新建仓
48AZNNAstrazeneca Plc-spons Adr—EXIT清仓
49VSDMVanguard Short Tax-ex Bond—NEW新建仓
50FBTCFidelity Wise Origin Bitcoin—EXIT清仓

FAQ

Rosenberg Matthew Hamilton 是什么机构？属于哪种投资人类型？
Rosenberg Matthew Hamilton 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$4.9亿，分布在 799 个已申报仓位之中。
Rosenberg Matthew Hamilton 目前前几大持股有哪些？
根据最新 13F 申报，Rosenberg Matthew Hamilton 按市值排列的前几大持股为： 1. Ss Spdr P S&p 1500 Comp ETF (SPTM) — US$6526.4万 (13.4%) 2. Vanguard Total Stock Mkt ETF (VTI) — US$4538.2万 (9.3%) 3. Vanguard Int-term Corporate (VCIT) — US$3926.2万 (8.0%) 4. Jpmorgan Ultra-short Income (JPST) — US$3631.4万 (7.4%) 5. Vanguard Intermediate-term B (BIV) — US$2860.0万 (5.9%)
Rosenberg Matthew Hamilton 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Rosenberg Matthew Hamilton 共进行了 50 项显著调整：新建仓 2 个仓位、加仓 28 个既有持股、减仓 18 个仓位，并完全清仓 2 个持股。 其中幅度最大的异动：新建仓: Totalenergies Se; 清仓: Astrazeneca Plc-spons Adr (AZNN); 新建仓: Vanguard Short Tax-ex Bond (VSDM); 清仓: Fidelity Wise Origin Bitcoin (FBTC); 减仓: Vanguard Total Stock Mkt ETF (VTI) — 股数 -1.70%
Rosenberg Matthew Hamilton 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Rosenberg Matthew Hamilton 的主要板块分布如下： • Information Technology: 20.9% • Energy: 13.6% • Financials: 12.5% • Industrials: 10.0% • Health Care: 9.3% • Consumer Discretionary: 8.5%

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