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RSM US WEALTH MANAGEMENT LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
RSM US WEALTH MANAGEMENT LLC
报告期 2026-03-31 · CIK 0001679031
持仓数
1,613
前50大市值合计
$4.92B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q2
22Q1
21Q4
21Q3
21Q2
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 19
增持 70
减持 54
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
VUG
VANGUARD INDEX FDS
+$25.8M
913,093
-1%
增持
VTV
VANGUARD INDEX FDS
+$19.2M
1,313,429
+2%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$18.7M
2,041,927
+24%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
BND
VANGUARD BD INDEX FDS
+$9.4M
236,609
+90%
增持
VBR
VANGUARD INDEX FDS
+$9.1M
866,108
+1%
减持
IWF
ISHARES TR
+$9.1M
345,656
-2%
增持
USRT
ISHARES TR
+$6.7M
634,389
+3%
增持
AAPL
APPLE INC
+$6.2M
115,008
+14%
减持
DFUS
DIMENSIONAL ETF TRUST
+$5.3M
1,247,869
-1%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$4.6M
1,186,926
+7%
增持
UPS
UNITED PARCEL SERVICE INC
+$4.1M
125,752
+0%
增持
SCHF
SCHWAB STRATEGIC TR
+$4.0M
1,000,106
+11%
增持
SCHC
SCHWAB STRATEGIC TR
+$3.5M
867,043
+12%
减持
HD
HOME DEPOT INC
+$3.4M
39,146
-0%
增持
VOO
VANGUARD INDEX FDS
+$3.2M
67,613
+1%
减持
IWD
ISHARES TR
+$3.0M
316,387
-1%
减持
SPY
SPDR S&P 500 ETF TR
+$2.8M
71,289
-2%
减持
IVW
ISHARES TR
+$2.3M
267,757
-1%
减持
IWB
ISHARES TR
+$2.3M
166,839
-4%
增持
VBK
VANGUARD INDEX FDS
+$2.1M
453,966
+1%
减持
MSFT
MICROSOFT CORP
+$2.1M
38,656
-0%
增持
VTI
VANGUARD INDEX FDS
+$1.8M
89,716
+0%
减持
DFAT
DIMENSIONAL ETF TRUST
+$1.8M
679,531
-1%
增持
IVV
ISHARES TR
+$1.6M
32,409
+1%
减持
VV
VANGUARD INDEX FDS
+$1.5M
103,860
-3%
增持
VB
VANGUARD INDEX FDS
+$1.4M
125,280
+2%
减持
FISV
FISERV INC
-$1.4M
126,278
-6%
增持
VO
VANGUARD INDEX FDS
+$1.3M
9,124
+109%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$1.2M
26,547
-1%
减持
GLD
SPDR GOLD TR
-$1.1M
2,232
-75%
减持
DFAS
DIMENSIONAL ETF TRUST
+$1.0M
566,663
-1%
建仓
WWD
WOODWARD INC
+$1.0M
9,268
减持
KO
COCA COLA CO
-$788.0K
96,731
-21%
增持
NSC
NORFOLK SOUTHN CORP
+$764.0K
12,657
+1%
增持
DFIV
DIMENSIONAL ETF TRUST
+$700.0K
902,621
+2%
增持
NVDA
NVIDIA CORPORATION
+$686.0K
4,950
+33%
减持
AMLP
ALPS ETF TR
-$660.0K
669,079
-1%
增持
IEFA
ISHARES TR
+$648.0K
14,551
+147%
减持
VNQ
VANGUARD INDEX FDS
+$643.0K
46,438
-0%
减持
IWN
ISHARES TR
+$611.0K
137,567
-1%
增持
IEMG
ISHARES INC
+$592.0K
17,080
+145%
增持
GOOG
ALPHABET INC
+$580.0K
908
+18%
建仓
MUB
ISHARES TR
+$569.0K
4,892
增持
GOOGL
ALPHABET INC
+$558.0K
1,072
+12%
增持
MCD
MCDONALDS CORP
+$452.0K
13,843
+2%
建仓
GUNR
FLEXSHARES TR
+$438.0K
11,082
清仓
—
KANSAS CITY SOUTHERN
-$415.0K
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$411.0K
5,902
-32%
减持
CSX
CSX CORP
+$404.0K
55,668
-2%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$391.0K
41,094
+4%
增持
DE
DEERE & CO
+$383.0K
6,617
+18%
增持
PFE
PFIZER INC
+$380.0K
23,175
+1%
建仓
—
CANADIAN PAC RY LTD
+$358.0K
4,973
建仓
ADBE
ADOBE SYSTEMS INCORPORATED
+$357.0K
630
建仓
IGSB
ISHARES TR
+$357.0K
6,626
减持
BA
BOEING CO
-$340.0K
2,901
-31%
增持
UNH
UNITEDHEALTH GROUP INC
+$331.0K
2,303
+9%
建仓
SPYV
SPDR SER TR
+$330.0K
7,860
减持
TSLA
TESLA INC
+$320.0K
1,232
-3%
增持
COST
COSTCO WHSL CORP NEW
+$319.0K
1,955
+11%
减持
UNP
UNION PAC CORP
+$311.0K
5,597
-0%
增持
ABBV
ABBVIE INC
+$305.0K
10,903
+0%
建仓
DBEF
DBX ETF TR
+$295.0K
7,520
建仓
IUSV
ISHARES TR
+$292.0K
3,830
增持
JPM
JPMORGAN CHASE & CO
+$291.0K
16,065
+17%
建仓
MWA
MUELLER WTR PRODS INC
+$288.0K
20,000
增持
ZTS
ZOETIS INC
+$287.0K
5,025
+4%
建仓
—
ACCENTURE PLC IRELAND
+$285.0K
687
建仓
IUSG
ISHARES TR
+$285.0K
2,468
清仓
IYW
ISHARES TR
-$281.0K
0
-100%
建仓
BALL
BALL CORP
+$280.0K
2,911
增持
SCHH
SCHWAB STRATEGIC TR
+$277.0K
18,773
+20%
增持
CAT
CATERPILLAR INC
+$268.0K
9,937
+7%
增持
ABT
ABBOTT LABS
+$265.0K
9,039
+6%
清仓
MRNA
MODERNA INC
-$254.0K
0
-100%
建仓
DHR
DANAHER CORPORATION
+$250.0K
761
建仓
ECL
ECOLAB INC
+$238.0K
1,015
建仓
SPYG
SPDR SER TR
+$232.0K
3,200
增持
LOW
LOWES COS INC
+$219.0K
3,909
+0%
建仓
WTRG
ESSENTIAL UTILS INC
+$216.0K
4,015
清仓
YUMC
YUM CHINA HLDGS INC
-$213.0K
0
-100%
清仓
XLF
SELECT SECTOR SPDR TR
-$212.0K
0
-100%
增持
AVGO
BROADCOM INC
+$209.0K
1,036
+5%
建仓
DHS
WISDOMTREE TR
+$207.0K
2,505
减持
IJH
ISHARES TR
-$207.0K
4,175
-21%
建仓
FVD
FIRST TR VALUE LINE DIVID IN
+$204.0K
4,749
减持
LNT
ALLIANT ENERGY CORP
+$204.0K
41,087
-1%
增持
F
FORD MTR CO DEL
+$203.0K
27,101
+7%
清仓
—
COVANTA HLDG CORP
-$202.0K
0
-100%
清仓
WGO
WINNEBAGO INDS INC
-$201.0K
0
-100%
增持
CSCO
CISCO SYS INC
+$201.0K
20,082
+2%
减持
DIS
DISNEY WALT CO
-$194.0K
10,960
-2%
减持
VNQI
VANGUARD INTL EQUITY INDEX F
-$191.0K
14,806
-16%
增持
CRM
SALESFORCE COM INC
+$190.0K
2,273
+59%
增持
PEP
PEPSICO INC
+$178.0K
7,633
+0%
增持
QQQ
INVESCO QQQ TR
+$172.0K
2,827
+6%
增持
SCHB
SCHWAB STRATEGIC TR
+$158.0K
8,664
+10%
减持
FAST
FASTENAL CO
+$153.0K
14,184
-3%
减持
IWO
ISHARES TR
-$153.0K
83,950
-0%
增持
AMZN
AMAZON COM INC
+$148.0K
683
+5%
增持
NEE
NEXTERA ENERGY INC
+$138.0K
4,886
+20%
增持
CMCSA
COMCAST CORP NEW
-$134.0K
26,206
+1%
减持
IWR
ISHARES TR
+$132.0K
39,605
-2%
增持
META
META PLATFORMS INC
+$125.0K
3,461
+13%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$123.0K
21,981
-7%
增持
MMM
3M CO
+$119.0K
39,889
+0%
减持
INTC
INTEL CORP
-$119.0K
15,103
-10%
增持
—
BLACKROCK INC
+$119.0K
634
+15%
减持
PYPL
PAYPAL HLDGS INC
-$117.0K
1,499
-3%
增持
MRK
MERCK & CO INC
+$106.0K
6,259
+26%
减持
SDY
SPDR SER TR
+$105.0K
10,869
-2%
减持
T
AT&T INC
-$104.0K
37,395
-1%
减持
VZ
VERIZON COMMUNICATIONS INC
-$99.0K
30,187
-2%
减持
IWS
ISHARES TR
+$99.0K
16,232
-3%
减持
MO
ALTRIA GROUP INC
-$98.0K
45,802
-8%
增持
EFA
ISHARES TR
+$97.0K
118,197
+0%
增持
AMT
AMERICAN TOWER CORP NEW
+$97.0K
1,080
+31%
增持
MTD
METTLER TOLEDO INTERNATIONAL
+$95.0K
205
+11%
增持
MA
MASTERCARD INCORPORATED
+$92.0K
1,404
+18%
增持
LLY
LILLY ELI & CO
+$90.0K
1,148
+17%
增持
MDLZ
MONDELEZ INTL INC
+$88.0K
8,477
+4%
减持
CVX
CHEVRON CORP NEW
+$85.0K
7,451
-4%
减持
SBUX
STARBUCKS CORP
+$84.0K
13,564
-0%
减持
IWM
ISHARES TR
-$77.0K
102,279
-2%
减持
PG
PROCTER AND GAMBLE CO
+$72.0K
12,578
-11%
减持
PM
PHILIP MORRIS INTL INC
-$70.0K
25,119
-3%
减持
IWP
ISHARES TR
-$70.0K
22,240
-5%
减持
SU
SUNCOR ENERGY INC NEW
+$69.0K
18,760
-3%
减持
WM
WASTE MGMT INC DEL
+$69.0K
4,120
-1%
增持
NKE
NIKE INC
+$69.0K
2,002
+10%
增持
HON
HONEYWELL INTL INC
+$67.0K
5,321
+8%
减持
IVE
ISHARES TR
+$66.0K
7,391
-2%
减持
GD
GENERAL DYNAMICS CORP
+$66.0K
5,403
-0%
增持
GS
GOLDMAN SACHS GROUP INC
+$66.0K
1,113
+17%
减持
PGR
PROGRESSIVE CORP
+$65.0K
5,575
-1%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$64.0K
5,482
+31%
增持
SO
SOUTHERN CO
+$62.0K
5,565
+8%
减持
BAC
BK OF AMERICA CORP
+$61.0K
31,082
-0%
增持
WMT
WALMART INC
+$61.0K
8,842
+1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$60.0K
6,143
-18%
增持
ADM
ARCHER DANIELS MIDLAND CO
+$58.0K
4,042
+13%
减持
CVS
CVS HEALTH CORP
+$57.0K
4,145
-5%
增持
—
MEDTRONIC PLC
-$57.0K
3,651
+5%
增持
DLN
WISDOMTREE TR
+$55.0K
8,504
+100%
增持
KMB
KIMBERLY-CLARK CORP
+$54.0K
2,689
+8%
减持
ITW
ILLINOIS TOOL WKS INC
+$52.0K
4,164
-12%
增持
HYG
ISHARES TR
+$47.0K
12,745
+5%
增持
ROK
ROCKWELL AUTOMATION INC
+$47.0K
733
+3%
增持
SCZ
ISHARES TR
-$46.0K
248,812
+2%
增持
USB
US BANCORP DEL
-$45.0K
17,062
+1%
