Rosenberg Matthew Hamilton 13F 持仓 · 2026年Q3

Rosenberg Matthew Hamilton 在 2026年Q3（报告期截至 2026-09-30）的 SEC 13F 申报中报告了 817 只证券，申报市值合计 5.58 亿美元。前几大持仓：SPTM（14.80%）、VTI（9.33%）、VCIT（7.54%）。本季前 25 大持仓中：增持 15 只、减持 10 只。

排名	代码	公司	市值	占组合	股数	变动
1	SPTM	STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF	$82.6M	14.80%	897,808	增持
2	VTI	VANGUARD TOTAL STK MKT	$52.1M	9.33%	139,230	减持
3	VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF	$42.1M	7.54%	537,523	增持
4	JPST	JPMORGAN ULTRA-SHORT INCOME ETF	$36.4M	6.52%	723,286	增持
5	SCHF	SCHWAB INTERNATIONAL EQUITY ETF	$28.8M	5.15%	1.0M	增持
6	BIV	VANGUARD INTERMEDIATE-TERM BOND	$24.3M	4.35%	333,614	减持
7	JMST	JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF	$15.8M	2.83%	312,862	增持
8	SPDW	STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF	$13.0M	2.32%	258,304	减持
9	VEA	VANGUARD FTSE DEVELOPED MARKETS ETF	$10.7M	1.92%	151,998	减持
10	BBUS	JPMORGAN BETABUILDERS U.S. EQUITY ETF	$9.9M	1.78%	72,203	增持
11	SCHO	SCHWAB SHORT-TERM US TREASURY ETF	$9.8M	1.75%	409,323	增持
12	SCHX	SCHWAB U.S. LARGE-CAP ETF	$7.8M	1.40%	260,977	减持
13	IEMG	ISHARES CORE MSCI EMERGING MARKETS ETF	$7.2M	1.30%	89,223	增持
14	JMUB	JPMORGAN MUNICIPAL ETF	$6.9M	1.24%	145,081	减持
15	VYM	VANGUARD HIGH DIVIDEND YIELD	$6.0M	1.08%	38,920	减持
16	AAPL	APPLE INC	$6.0M	1.07%	17,911	增持
17	NVDA	NVIDIA CORPORATION COM	$5.4M	0.96%	23,475	增持
18	SPIB	STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF	$4.4M	0.79%	136,966	增持
19	SCHB	SCHWAB U.S. BROAD MARKET ETF	$4.3M	0.76%	145,091	减持
20	GOOG	ALPHABET INC CAP STK CL C	$4.0M	0.72%	11,739	增持
21	PSK	STATE STREET SPDR ICE PREFERRED SECURITIES ETF	$4.0M	0.72%	141,339	增持
22	SLQD	ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF	$4.0M	0.72%	81,426	减持
23	SCMB	SCHWAB MUNICIPAL BOND ETF	$3.8M	0.68%	157,341	增持
24	MSFT	MICROSOFT	$3.7M	0.67%	7,266	减持
25	SPSB	STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF	$3.4M	0.61%	114,374	增持

来源：SEC 13F 申报文件 · 截至 2026-09-30

本期 13F-HR 中的全部持仓，以及相对上季度的变化。

13F 持仓，最新季度

来源SEC EDGAR13F-HR