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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
22Q4 调仓
2022-06-30 → 2022-12-31 · 共 150 项
建仓 31
增持 77
减持 31
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
VTV
VANGUARD INDEX FDS
+$54.3M
1,693,832
+22%
增持
BND
VANGUARD BD INDEX FDS
+$40.0M
732,639
+336%
增持
DFIV
DIMENSIONAL ETF TRUST
+$17.5M
1,653,251
+46%
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
VBR
VANGUARD INDEX FDS
+$14.7M
904,849
+5%
增持
SCHF
SCHWAB STRATEGIC TR
+$11.7M
1,748,375
+23%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$11.7M
2,617,117
+21%
增持
IWF
ISHARES TR
+$10.3M
449,961
+14%
减持
IWD
ISHARES TR
-$8.6M
400,612
-16%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$8.5M
1,320,400
+15%
增持
IEMG
ISHARES INC
+$7.4M
309,072
+117%
增持
VBK
VANGUARD INDEX FDS
+$6.4M
475,885
+5%
增持
IEFA
ISHARES TR
+$6.1M
171,533
+126%
减持
MUB
ISHARES TR
-$4.8M
212,685
-17%
增持
DFUV
DIMENSIONAL ETF TRUST
+$4.8M
2,091,838
+1%
增持
SCZ
ISHARES TR
+$4.5M
351,582
+25%
增持
IWO
ISHARES TR
+$4.0M
119,008
+14%
增持
IWN
ISHARES TR
+$3.7M
185,702
+14%
增持
SCHC
SCHWAB STRATEGIC TR
+$3.6M
837,904
+15%
增持
VUG
VANGUARD INDEX FDS
+$3.1M
980,440
+6%
增持
XLRE
SELECT SECTOR SPDR TR
+$2.8M
171,571
+97%
建仓
SCHP
SCHWAB STRATEGIC TR
+$2.1M
40,212
增持
HD
HOME DEPOT INC
+$1.9M
40,213
+2%
增持
MAR
MARRIOTT INTL INC NEW
+$1.8M
13,904
+673%
增持
VOO
VANGUARD INDEX FDS
+$1.8M
69,472
+7%
建仓
—
SCHWAB CHARLES FAMILY FD
+$1.5M
1,509,489
增持
AAPL
APPLE INC
+$1.5M
136,920
+15%
减持
EFA
ISHARES TR
-$1.4M
95,878
-22%
增持
DE
DEERE & CO
+$1.4M
6,347
+43%
增持
DFAC
DIMENSIONAL ETF TRUST
+$1.3M
62,679
+421%
减持
VNQ
VANGUARD INDEX FDS
-$1.2M
33,085
-24%
减持
HWKN
HAWKINS INC
-$1.2M
34,509
-50%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.1M
22,949
+5%
建仓
DFAX
DIMENSIONAL ETF TRUST
+$1.1M
48,608
减持
UPS
UNITED PARCEL SERVICE INC
-$1.1M
125,720
-0%
减持
IVW
ISHARES TR
-$1.1M
250,422
-4%
增持
—
EXXON MOBIL CORP
+$1.1M
20,809
+47%
减持
DFAS
DIMENSIONAL ETF TRUST
+$992.3K
542,852
-3%
增持
VV
VANGUARD INDEX FDS
+$977.3K
106,523
+4%
建仓
TOWN
TOWNEBANK PORTSMOUTH VA
+$940.4K
30,613
增持
LOW
LOWES COS INC
+$919.7K
7,306
+138%
增持
USRT
ISHARES TR
-$884.9K
563,036
+5%
建仓
ITOT
ISHARES TR
+$862.3K
10,169
减持
DFAT
DIMENSIONAL ETF TRUST
+$823.6K
616,280
-6%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$819.9K
26,633
+1%
建仓
XCOR
FUNDX INVT TR
+$808.5K
16,140
减持
IWB
ISHARES TR
-$757.9K
156,090
-4%
减持
DFUS
DIMENSIONAL ETF TRUST
-$706.8K
1,186,949
-3%
建仓
D
DOMINION ENERGY INC
+$706.4K
11,436
增持
CVX
CHEVRON CORP NEW
+$703.7K
9,325
+41%
减持
XEL
XCEL ENERGY INC
-$697.6K
4,494
-69%
减持
EEM
ISHARES TR
-$685.6K
9,298
-64%
建仓
ELV
ELEVANCE HEALTH INC
+$635.4K
1,332
增持
IVV
ISHARES TR
+$631.4K
36,308
+3%
增持
MSFT
MICROSOFT CORP
-$553.2K
41,830
+2%
清仓
CMF
ISHARES TR
-$550.0K
0
-100%
增持
GOOG
ALPHABET INC
-$543.6K
15,005
+1651%
增持
SPY
SPDR S&P 500 ETF TR
+$535.8K
66,117
+1%
减持
AMLP
ALPS ETF TR
+$534.7K
573,751
-7%
建仓
UA
UNDER ARMOUR INC
+$526.6K
59,031
增持
SEIC
SEI INVTS CO
+$498.1K
115,800
+0%
减持
MMM
3M CO
-$472.0K
40,479
-2%
增持
NVDA
NVIDIA CORPORATION
+$470.1K
7,763
+77%
建仓
SCHW
SCHWAB CHARLES CORP
+$446.2K
5,359
增持
MPC
MARATHON PETE CORP
+$434.9K
12,234
+2%
增持
WMT
WALMART INC
+$428.8K
9,595
+24%
增持
UNH
UNITEDHEALTH GROUP INC
+$427.1K
3,522
+26%
减持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-$423.4K
3,002
-50%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$422.6K
54,723
+9%
建仓
—
SOUTHSTATE CORPORATION
+$415.5K
5,149
建仓
GPC
GENUINE PARTS CO
+$412.5K
2,423
增持
KO
COCA COLA CO
+$410.6K
94,306
+7%
减持
CAT
CATERPILLAR INC
+$395.4K
7,879
-6%
增持
TSLA
TESLA INC
-$388.7K
4,946
+234%
增持
VOE
VANGUARD INDEX FDS
+$385.5K
9,912
+34%
建仓
XNAV
FUNDX INVT TR
+$350.9K
6,946
增持
GOOGL
ALPHABET INC
-$348.1K
17,079
+1907%
增持
BA
BOEING CO
+$346.8K
3,887
+34%
清仓
VNQI
VANGUARD INTL EQUITY INDEX F
-$327.0K
0
-100%
增持
HYG
ISHARES TR
+$321.9K
48,240
+10%
减持
DUK
DUKE ENERGY CORP NEW
-$317.5K
9,210
-22%
建仓
GE
GENERAL ELECTRIC CO
+$312.4K
3,742
清仓
SHV
ISHARES TR
-$309.0K
0
-100%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$307.3K
793
+38%
增持
WFC
WELLS FARGO CO NEW
+$306.6K
17,078
+65%
建仓
VDC
VANGUARD WORLD FDS
+$305.0K
1,592
建仓
NKE
NIKE INC
+$303.5K
2,588
清仓
BNDX
VANGUARD CHARLOTTE FDS
-$303.0K
0
-100%
减持
JPM
JPMORGAN CHASE & CO
+$302.0K
16,719
-3%
增持
LLY
LILLY ELI & CO
+$295.5K
1,878
+57%
清仓
BMI
BADGER METER INC
-$291.0K
0
-100%
增持
COP
CONOCOPHILLIPS
+$289.4K
5,062
+47%
清仓
SPYV
SPDR SER TR
-$289.0K
0
-100%
增持
MCD
MCDONALDS CORP
+$279.9K
13,247
+2%
增持
SCHB
SCHWAB STRATEGIC TR
+$269.4K
17,557
+49%
增持
MRK
MERCK & CO INC
+$264.3K
9,259
+11%
建仓
SPG
SIMON PPTY GROUP INC NEW
+$258.5K
2,200
减持
FISV
FISERV INC
-$239.8K
125,202
-14%
建仓
CARR
CARRIER GLOBAL CORPORATION
+$237.0K
5,745
建仓
RPG
INVESCO EXCHANGE TRADED FD T
+$234.8K
1,549
增持
IWR
ISHARES TR
+$234.8K
39,289
+5%
建仓
CSX
CSX CORP
+$233.2K
7,477
清仓
AMT
AMERICAN TOWER CORP NEW
-$230.0K
0
-100%
建仓
—
NEOVASC INC
+$229.9K
12,440
建仓
EW
EDWARDS LIFESCIENCES CORP
+$229.8K
3,080
清仓
FVD
FIRST TR VALUE LINE DIVID IN
-$227.0K
0
-100%
清仓
VTIP
VANGUARD MALVERN FDS
-$224.0K
0
-100%
清仓
CE
CELANESE CORP DEL
-$219.0K
0
-100%
减持
FFBC
FIRST FINL BANCORP OH
+$218.5K
46,081
-0%
建仓
SCHV
SCHWAB STRATEGIC TR
+$215.4K
3,263
建仓
EXC
EXELON CORP
+$214.0K
4,950
建仓
—
DESKTOP METAL INC
+$213.1K
156,713
增持
SO
SOUTHERN CO
+$210.8K
8,573
+52%
建仓
ROK
ROCKWELL AUTOMATION INC
+$207.9K
795
建仓
TRN
TRINITY INDS INC
+$207.0K
7,000
增持
PEP
PEPSICO INC
+$205.9K
6,412
+12%
清仓
EPD
ENTERPRISE PRODS PARTNERS L
-$205.0K
0
-100%
建仓
AEP
AMERICAN ELEC PWR CO INC
+$204.3K
2,144
增持
—
HMN FINL INC
+$203.7K
86,957
+22%
建仓
FCX
FREEPORT-MCMORAN INC
+$203.6K
5,358
减持
VB
VANGUARD INDEX FDS
-$201.3K
119,462
-5%
增持
IVE
ISHARES TR
+$188.6K
8,228
+12%
增持
DVY
ISHARES TR
+$179.8K
5,280
+36%
增持
BAC
BANK AMERICA CORP
+$176.2K
34,061
+11%
增持
NSC
NORFOLK SOUTHN CORP
+$173.3K
8,763
+0%
减持
UNP
UNION PAC CORP
-$172.7K
6,236
-9%
增持
JNJ
JOHNSON & JOHNSON
+$172.4K
11,537
+10%
减持
CMCSA
COMCAST CORP NEW
-$164.5K
21,560
-8%
减持
DIS
DISNEY WALT CO
-$162.1K
9,359
-10%
建仓
AG
FIRST MAJESTIC SILVER CORP
+$153.8K
18,429
减持
VTI
VANGUARD INDEX FDS
-$151.3K
88,844
-2%
增持
WM
WASTE MGMT INC DEL
+$149.1K
4,354
+25%
减持
IWM
ISHARES TR
+$147.6K
97,906
-2%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$147.1K
10,379
+33%
减持
IJR
ISHARES TR
-$146.8K
11,358
-14%
增持
IJS
ISHARES TR
+$146.3K
5,140
+42%
增持
VYM
VANGUARD WHITEHALL FDS
+$143.4K
3,480
+51%
增持
SCHD
SCHWAB STRATEGIC TR
+$140.3K
6,116
+35%
增持
PM
PHILIP MORRIS INTL INC
+$135.0K
23,247
+3%
减持
MO
ALTRIA GROUP INC
+$134.1K
34,036
-0%
增持
ABBV
ABBVIE INC
+$129.6K
10,511
+3%
增持
KHC
KRAFT HEINZ CO
+$127.0K
10,148
+34%
建仓
SKYX
SKYX PLATFORMS CORP
+$126.2K
40,725
增持
AVGO
BROADCOM INC
+$124.3K
1,138
+8%
增持
ORCL
ORACLE CORP
+$116.4K
7,652
+5%
增持
—
WALGREENS BOOTS ALLIANCE INC
+$116.4K
14,790
+29%
增持
USB
US BANCORP DEL
+$115.9K
20,994
+21%
减持
SBUX
STARBUCKS CORP
+$115.8K
8,131
-10%
增持
ADM
ARCHER DANIELS MIDLAND CO
+$107.8K
4,231
+15%
减持
—
MEDTRONIC PLC
-$106.3K
4,603
-11%
增持
ZTS
ZOETIS INC
-$105.1K
4,878
+2%
