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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 18
增持 40
减持 77
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
VUG
VANGUARD INDEX FDS
-$16.5M
961,284
+5%
增持
VTV
VANGUARD INDEX FDS
+$13.9M
1,401,310
+7%
增持
VBK
VANGUARD INDEX FDS
-$12.1M
466,645
+3%
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。
减持
IWF
ISHARES TR
-$10.5M
342,785
-1%
减持
BND
VANGUARD BD INDEX FDS
-$10.3M
122,955
-48%
减持
SCHC
SCHWAB STRATEGIC TR
-$6.1M
774,844
-11%
减持
VEA
VANGUARD TAX-MANAGED INTL FD
-$5.9M
1,137,941
-4%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$5.9M
69
+1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$5.3M
2,075,470
+2%
减持
HD
HOME DEPOT INC
-$4.6M
38,997
-0%
增持
IEMG
ISHARES INC
+$4.0M
90,441
+430%
减持
DFUS
DIMENSIONAL ETF TRUST
-$3.7M
1,240,029
-1%
建仓
HWKN
HAWKINS INC
+$3.2M
69,509
减持
IWB
ISHARES TR
-$3.1M
163,969
-2%
减持
USRT
ISHARES TR
-$2.8M
620,107
-2%
减持
SPY
SPDR S&P 500 ETF TR
-$2.8M
68,875
-3%
减持
IWM
ISHARES TR
-$2.6M
98,405
-4%
减持
VB
VANGUARD INDEX FDS
-$2.5M
121,426
-3%
减持
IVW
ISHARES TR
-$2.4M
261,705
-2%
减持
DFAS
DIMENSIONAL ETF TRUST
-$2.3M
565,214
-0%
建仓
TECH
BIO-TECHNE CORP
+$2.2M
5,000
减持
SCHF
SCHWAB STRATEGIC TR
-$2.2M
1,000,038
-0%
减持
VV
VANGUARD INDEX FDS
-$2.1M
99,901
-4%
增持
DFIV
DIMENSIONAL ETF TRUST
+$2.1M
946,619
+5%
增持
IEFA
ISHARES TR
+$2.1M
45,377
+212%
增持
SCZ
ISHARES TR
+$2.0M
303,835
+22%
减持
AMLP
ALPS ETF TR
+$1.8M
619,845
-7%
增持
VBR
VANGUARD INDEX FDS
+$1.7M
890,322
+3%
建仓
HRL
HORMEL FOODS CORP
+$1.4M
26,522
减持
VTI
VANGUARD INDEX FDS
-$1.3M
89,254
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.2M
21,888
-0%
减持
EFA
ISHARES TR
-$1.1M
111,657
-6%
增持
MMM
3M CO
-$900.0K
41,547
+4%
建仓
XEL
XCEL ENERGY INC
+$890.0K
12,330
增持
MSFT
MICROSOFT CORP
-$884.0K
39,303
+2%
减持
IWD
ISHARES TR
-$867.0K
314,879
-0%
增持
MUB
ISHARES TR
+$720.0K
11,754
+140%
增持
HYG
ISHARES TR
+$668.0K
21,592
+69%
增持
—
HMN FINL INC
+$648.0K
71,397
+55%
增持
DFAT
DIMENSIONAL ETF TRUST
-$602.0K
680,304
+0%
减持
V
VISA INC
-$576.0K
6,313
-31%
增持
IWO
ISHARES TR
+$576.0K
98,446
+17%
清仓
NFLX
NETFLIX INC
-$572.0K
0
-100%
减持
WWD
WOODWARD INC
-$558.0K
3,654
-61%
减持
META
META PLATFORMS INC
-$555.0K
2,741
-21%
减持
VNQ
VANGUARD INDEX FDS
-$552.0K
44,614
-4%
减持
MCD
MCDONALDS CORP
-$493.0K
13,013
-6%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$489.0K
26,497
-0%
建仓
KBWB
INVESCO EXCH TRADED FD TR II
+$472.0K
7,409
减持
MO
ALTRIA GROUP INC
-$404.0K
33,821
-26%
减持
CMCSA
COMCAST CORP NEW
-$394.0K
19,754
-25%
减持
DIS
DISNEY WALT CO
-$392.0K
9,524
-13%
增持
IWN
ISHARES TR
-$367.0K
139,259
+1%
增持
SCHB
SCHWAB STRATEGIC TR
-$363.0K
11,538
+33%
建仓
BMI
BADGER METER INC
+$359.0K
3,600
建仓
SCHD
SCHWAB STRATEGIC TR
+$358.0K
4,540
减持
AAPL
APPLE INC
-$357.0K
114,912
-0%
增持
SBUX
STARBUCKS CORP
-$349.0K
13,605
+0%
清仓
MTD
METTLER TOLEDO INTERNATIONAL
-$348.0K
0
-100%
清仓
TY
TRI CONTL CORP
-$338.0K
0
-100%
增持
IVV
ISHARES TR
+$332.0K
34,806
+7%
减持
GOOG
ALPHABET INC
-$328.0K
823
-9%
减持
NVDA
NVIDIA CORPORATION
-$324.0K
4,149
-16%
减持
WFC
WELLS FARGO CO NEW
-$324.0K
14,918
-32%
减持
VNQI
VANGUARD INTL EQUITY INDEX F
-$317.0K
9,288
-37%
减持
GOOGL
ALPHABET INC
-$316.0K
1,003
-6%
减持
CRM
SALESFORCE COM INC
-$305.0K
1,286
-43%
增持
ABBV
ABBVIE INC
+$292.0K
10,909
+0%
清仓
PYPL
PAYPAL HLDGS INC
-$283.0K
0
-100%
减持
ABT
ABBOTT LABS
-$280.0K
8,385
-7%
增持
MPC
MARATHON PETE CORP
+$280.0K
12,275
+2%
减持
LOW
LOWES COS INC
-$260.0K
3,712
-5%
建仓
NFRA
FLEXSHARES TR
+$260.0K
4,534
减持
VO
VANGUARD INDEX FDS
-$257.0K
8,691
-5%
清仓
ROK
ROCKWELL AUTOMATION INC
-$256.0K
0
-100%
建仓
IGIB
ISHARES TR
+$255.0K
4,653
增持
JPM
JPMORGAN CHASE & CO
-$254.0K
16,802
+5%
减持
CAT
CATERPILLAR INC
-$253.0K
8,083
-19%
减持
IWR
ISHARES TR
-$252.0K
38,901
-2%
清仓
DHR
DANAHER CORPORATION
-$250.0K
0
-100%
清仓
PPG
PPG INDS INC
-$248.0K
0
-100%
清仓
AEE
AMEREN CORP
-$247.0K
0
-100%
建仓
SCHV
SCHWAB STRATEGIC TR
+$244.0K
3,420
清仓
ECL
ECOLAB INC
-$238.0K
0
-100%
减持
HON
HONEYWELL INTL INC
-$236.0K
4,493
-16%
减持
AMZN
AMAZON COM INC
-$236.0K
626
-8%
清仓
C
CITIGROUP INC
-$234.0K
0
-100%
减持
ADX
ADAMS DIVERSIFIED EQUITY FD
-$228.0K
11,877
-48%
清仓
—
EASTERLY GOVT PPTYS INC
-$225.0K
0
-100%
建仓
ONB
OLD NATL BANCORP IND
+$225.0K
13,753
减持
CVX
CHEVRON CORP NEW
+$221.0K
6,727
-10%
建仓
OSBC
OLD SECOND BANCORP INC ILL
+$218.0K
15,056
清仓
WST
WEST PHARMACEUTICAL SVSC INC
-$217.0K
0
-100%
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$217.0K
8,393
清仓
WTRG
ESSENTIAL UTILS INC
-$216.0K
0
-100%
建仓
PRU
PRUDENTIAL FINL INC
+$215.0K
1,817
建仓
—
CHUBB LIMITED
+$213.0K
993
增持
—
EXXON MOBIL CORP
+$209.0K
9,712
+0%
增持
GUNR
FLEXSHARES TR
+$206.0K
13,745
+24%
增持
ZTS
ZOETIS INC
-$203.0K
5,425
+8%
建仓
—
CYBEROPTICS CORP
+$203.0K
5,000
增持
VOO
VANGUARD INDEX FDS
+$202.0K
71,586
+6%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$201.0K
1,840
建仓
SCHX
SCHWAB STRATEGIC TR
+$201.0K
3,739
增持
SHOP
SHOPIFY INC
-$197.0K
306
+4%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$188.0K
657
-24%
清仓
JRI
NUVEEN REAL ASSET INCOME & G
-$181.0K
0
-100%
减持
DE
DEERE & CO
-$179.0K
5,031
-24%
减持
GD
GENERAL DYNAMICS CORP
+$176.0K
5,400
-0%
减持
KO
COCA COLA CO
-$170.0K
89,071
-8%
增持
PFE
PFIZER INC
-$169.0K
23,178
+0%
减持
CSCO
CISCO SYS INC
-$167.0K
19,844
-1%
减持
IJR
ISHARES TR
-$165.0K
11,400
-6%
减持
PEP
PEPSICO INC
-$164.0K
6,940
-9%
减持
PGR
PROGRESSIVE CORP
-$160.0K
3,615
-35%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
+$160.0K
14,768
-2%
增持
TSLA
TESLA INC
+$160.0K
1,357
+10%
增持
CSX
CSX CORP
+$152.0K
59,941
+8%
增持
MRK
MERCK & CO INC
+$151.0K
7,626
+22%
减持
—
BLACKROCK INC
-$148.0K
565
-11%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$139.0K
478
-24%
减持
WM
WASTE MGMT INC DEL
-$135.0K
3,491
-15%
减持
EXC
EXELON CORP
-$129.0K
4,563
-24%
减持
BAC
BK OF AMERICA CORP
-$128.0K
30,450
-2%
减持
F
FORD MTR CO DEL
-$128.0K
25,698
-5%
减持
GS
GOLDMAN SACHS GROUP INC
-$120.0K
928
-17%
增持
LLY
LILLY ELI & CO
+$116.0K
1,513
+32%
减持
UNP
UNION PAC CORP
+$114.0K
5,579
-0%
增持
SCHH
SCHWAB STRATEGIC TR
-$113.0K
35,210
+88%
增持
PG
PROCTER AND GAMBLE CO
-$109.0K
12,752
+1%
减持
VZ
VERIZON COMMUNICATIONS INC
-$105.0K
28,744
-5%
减持
XLK
SELECT SECTOR SPDR TR
-$102.0K
4,944
-3%
减持
QQQ
INVESCO QQQ TR
-$101.0K
2,825
-0%
减持
HRB
BLOCK H & R INC
-$98.0K
8,379
-38%
减持
SRE
SEMPRA
+$96.0K
2,701
-0%
减持
AMT
AMERICAN TOWER CORP NEW
-$93.0K
889
-18%
减持
DUK
DUKE ENERGY CORP NEW
-$93.0K
9,953
-13%
增持
JNJ
JOHNSON & JOHNSON
+$89.0K
10,392
+1%
增持
EEM
ISHARES TR
-$87.0K
26,126
+1%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$87.0K
6,443
+5%
增持
ISCB
ISHARES TR
-$84.0K
23,881
+0%
减持
NEE
NEXTERA ENERGY INC
-$83.0K
4,408
-10%
减持
TGT
TARGET CORP
-$83.0K
3,880
-1%
清仓
—
ANNALY CAPITAL MANAGEMENT IN
-$82.0K
0
-100%
减持
VOT
VANGUARD INDEX FDS
-$80.0K
1,933
-4%
减持
KMB
KIMBERLY-CLARK CORP
-$75.0K
2,489
-7%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$74.0K
5,498
-7%
减持
ADM
ARCHER DANIELS MIDLAND CO
+$74.0K
3,842
-5%
减持
PM
PHILIP MORRIS INTL INC
-$72.0K
24,312
-3%
减持
TXN
TEXAS INSTRS INC
-$61.0K
3,146
-7%
