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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 66
增持 75
减持 8
清仓 1
方向
标的
Δ市值
现股数(环比)
建仓
ENPH
ENPHASE ENERGY INC
+$51.0M
242,498
增持
AAPL
APPLE INC
+$48.3M
400,615
+193%
建仓
SCHX
SCHWAB STRATEGIC TR
+$38.1M
788,392
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
VUG
VANGUARD INDEX FDS
+$36.2M
982,648
+0%
减持
BND
VANGUARD BD INDEX FDS
-$34.8M
241,866
-67%
建仓
ESGU
ISHARES TR
+$26.0M
287,970
建仓
USMV
ISHARES TR
+$21.3M
293,479
增持
MSFT
MICROSOFT CORP
+$16.8M
92,996
+122%
建仓
QUAL
ISHARES TR
+$14.8M
119,356
减持
IWF
ISHARES TR
+$13.5M
449,813
-0%
建仓
SPAB
SPDR SER TR
+$12.6M
490,094
建仓
DGRO
ISHARES TR
+$12.1M
241,317
减持
MUB
ISHARES TR
-$11.8M
98,954
-53%
建仓
MTUM
ISHARES TR
+$10.8M
77,898
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$10.6M
57,466
+150%
增持
QQQ
INVESCO QQQ TR
+$10.6M
34,557
+1641%
增持
VBK
VANGUARD INDEX FDS
+$9.9M
486,710
+2%
增持
VTV
VANGUARD INDEX FDS
+$9.1M
1,787,540
+6%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$9.1M
2,750,001
+5%
建仓
AGG
ISHARES TR
+$8.6M
86,265
增持
VTI
VANGUARD INDEX FDS
+$8.6M
125,178
+41%
增持
AMZN
AMAZON COM INC
+$8.3M
92,512
+520%
增持
CVX
CHEVRON CORP NEW
+$8.1M
60,059
+544%
建仓
RPAR
TIDAL ETF TR
+$7.7M
393,264
建仓
TIP
ISHARES TR
+$7.5M
68,241
建仓
PFM
INVESCO EXCHANGE TRADED FD T
+$7.3M
199,673
减持
IWD
ISHARES TR
-$7.2M
351,703
-12%
建仓
EFG
ISHARES TR
+$7.1M
76,001
建仓
SCHM
SCHWAB STRATEGIC TR
+$7.0M
103,365
建仓
EFAV
ISHARES TR
+$6.8M
101,165
建仓
EFV
ISHARES TR
+$6.8M
139,769
建仓
SPTL
SPDR SER TR
+$6.8M
218,965
建仓
MBB
ISHARES TR
+$6.7M
70,556
建仓
IEI
ISHARES TR
+$6.6M
56,198
增持
SPY
SPDR S&P 500 ETF TR
+$6.5M
77,733
+18%
建仓
CMF
ISHARES TR
+$6.2M
107,473
增持
VEA
VANGUARD TAX-MANAGED FDS
+$6.0M
1,360,829
+3%
增持
GOOGL
ALPHABET INC
+$6.0M
72,482
+324%
增持
PG
PROCTER AND GAMBLE CO
+$6.0M
52,523
+333%
增持
SCHF
SCHWAB STRATEGIC TR
+$5.9M
1,788,844
+2%
增持
VB
VANGUARD INDEX FDS
+$5.9M
146,620
+23%
建仓
DSI
ISHARES TR
+$5.4M
68,864
增持
IEFA
ISHARES TR
+$5.3M
238,055
+39%
建仓
JMST
J P MORGAN EXCHANGE TRADED F
+$5.3M
105,046
增持
IVV
ISHARES TR
+$5.3M
46,842
+29%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$5.3M
86,624
+735%
建仓
SPEM
SPDR INDEX SHS FDS
+$5.2M
153,039
增持
VOO
VANGUARD INDEX FDS
+$5.1M
78,585
+13%
建仓
SHY
ISHARES TR
+$4.7M
57,600
增持
GOOG
ALPHABET INC
+$4.6M
56,941
+279%
建仓
TLT
ISHARES TR
+$4.6M
43,031
增持
JNJ
JOHNSON & JOHNSON
+$4.5M
42,259
+266%
增持
NVDA
NVIDIA CORPORATION
+$4.5M
20,212
+160%
增持
SCHD
SCHWAB STRATEGIC TR
+$4.3M
65,373
+969%
建仓
EDV
VANGUARD WORLD FD
+$4.2M
46,224
增持
—
EXXON MOBIL CORP
+$4.2M
58,824
+183%
建仓
IXUS
ISHARES TR
+$4.1M
66,518
建仓
SPIB
SPDR SER TR
+$4.1M
125,786
建仓
IYW
ISHARES TR
+$4.0M
43,497
增持
FAST
FASTENAL CO
+$3.9M
85,257
+476%
增持
UPS
UNITED PARCEL SERVICE INC
+$3.9M
132,636
+6%
增持
IAU
ISHARES GOLD TR
+$3.9M
111,711
+1145%
增持
IJR
ISHARES TR
+$3.8M
50,605
+346%
增持
EEM
ISHARES TR
+$3.8M
105,431
+1034%
建仓
GLDM
WORLD GOLD TR
+$3.7M
95,485
增持
COST
COSTCO WHSL CORP NEW
+$3.7M
9,445
+319%
减持
DFUV
DIMENSIONAL ETF TRUST
-$3.6M
1,983,216
-5%
增持
MRK
MERCK & CO INC
+$3.6M
43,667
+372%
增持
PEP
PEPSICO INC
+$3.6M
26,061
+306%
增持
PFE
PFIZER INC
+$3.4M
112,171
+375%
增持
DFIV
DIMENSIONAL ETF TRUST
+$3.3M
1,662,398
+1%
建仓
EMB
ISHARES TR
+$3.3M
38,187
建仓
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$3.3M
130,677
增持
VGT
VANGUARD WORLD FDS
+$3.2M
8,928
+898%
增持
VYM
VANGUARD WHITEHALL FDS
+$3.2M
33,464
+862%
建仓
GOVT
ISHARES TR
+$3.1M
133,074
增持
V
VISA INC
+$3.0M
19,826
+186%
增持
TSLA
TESLA INC
+$3.0M
17,368
+251%
建仓
IYH
ISHARES TR
+$2.9M
10,654
建仓
IEUR
ISHARES TR
+$2.9M
55,462
建仓
SCHG
SCHWAB STRATEGIC TR
+$2.7M
41,670
增持
JPM
JPMORGAN CHASE & CO
+$2.7M
38,007
+127%
增持
UNP
UNION PAC CORP
+$2.6M
19,397
+211%
增持
ABBV
ABBVIE INC
+$2.5M
26,432
+151%
建仓
JPST
J P MORGAN EXCHANGE TRADED F
+$2.5M
49,278
建仓
HDV
ISHARES TR
+$2.5M
24,383
减持
DFUS
DIMENSIONAL ETF TRUST
+$2.4M
1,166,237
-2%
建仓
MGK
VANGUARD WORLD FD
+$2.4M
11,779
建仓
SHV
ISHARES TR
+$2.4M
21,305
增持
NEE
NEXTERA ENERGY INC
+$2.3M
35,589
+605%
建仓
ESGV
VANGUARD WORLD FD
+$2.2M
31,253
增持
SCZ
ISHARES TR
+$2.2M
371,333
+6%
增持
VO
VANGUARD INDEX FDS
+$2.2M
17,406
+148%
增持
SCHC
SCHWAB STRATEGIC TR
+$2.2M
847,539
+1%
增持
GUNR
FLEXSHARES TR
+$2.2M
65,537
+377%
减持
IWB
ISHARES TR
+$2.2M
155,458
-0%
建仓
JPME
J P MORGAN EXCHANGE TRADED F
+$2.1M
24,032
建仓
TLH
ISHARES TR
+$2.1M
17,941
增持
AVGO
BROADCOM INC
+$2.0M
4,121
+262%
增持
MCD
MCDONALDS CORP
+$2.0M
19,559
+48%
增持
DIS
DISNEY WALT CO
+$2.0M
27,736
+196%
建仓
ISTB
ISHARES TR
+$1.9M
40,492
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$1.9M
37,055
+39%
建仓
ESGE
ISHARES INC
+$1.9M
59,211
增持
UNH
UNITEDHEALTH GROUP INC
+$1.9M
7,883
+124%
建仓
ESGD
ISHARES TR
+$1.9M
25,826
增持
META
META PLATFORMS INC
+$1.9M
10,476
+246%
增持
VNQ
VANGUARD INDEX FDS
+$1.8M
54,928
+66%
增持
CSCO
CISCO SYS INC
+$1.8M
52,100
+171%
建仓
SPLV
INVESCO EXCH TRADED FD TR II
+$1.7M
28,011
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.7M
19,649
+222%
增持
SBUX
STARBUCKS CORP
+$1.7M
23,738
+192%
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.6M
79,170
+120%
增持
IVW
ISHARES TR
+$1.6M
254,237
+2%
增持
ORCL
ORACLE CORP
+$1.6M
23,649
+209%
建仓
IXN
ISHARES TR
+$1.6M
28,847
增持
LMT
LOCKHEED MARTIN CORP
+$1.6M
3,998
+483%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$1.5M
10,656
建仓
WDAY
WORKDAY INC
+$1.5M
7,272
增持
BAC
BANK AMERICA CORP
+$1.5M
92,010
+170%
建仓
APD
AIR PRODS & CHEMS INC
+$1.5M
5,211
建仓
SCHE
SCHWAB STRATEGIC TR
+$1.5M
61,023
建仓
TEAM
ATLASSIAN CORPORATION
+$1.5M
8,679
增持
LLY
LILLY ELI & CO
+$1.5M
6,311
+236%
建仓
NFLX
NETFLIX INC
+$1.4M
4,177
增持
KO
COCA COLA CO
+$1.4M
118,602
+26%
建仓
LQD
ISHARES TR
+$1.4M
12,840
建仓
SMLF
ISHARES TR
+$1.4M
27,038
建仓
IHI
ISHARES TR
+$1.4M
25,065
增持
WMT
WALMART INC
+$1.3M
18,122
+89%
建仓
XYLD
GLOBAL X FDS
+$1.3M
32,130
建仓
EMNT
PIMCO ETF TR
+$1.3M
13,197
增持
EMR
EMERSON ELEC CO
+$1.3M
17,979
+454%
建仓
CGUS
CAPITAL GROUP CORE EQUITY ET
+$1.2M
51,973
增持
GLD
SPDR GOLD TR
+$1.2M
8,502
+336%
减持
FISV
FISERV INC
+$1.2M
122,758
-2%
增持
T
AT&T INC
+$1.2M
104,306
+150%
建仓
CRM
SALESFORCE INC
+$1.2M
6,023
清仓
TPL
TEXAS PACIFIC LAND CORPORATI
-$1.2M
0
-100%
建仓
FTNT
FORTINET INC
+$1.2M
17,564
增持
IJH
ISHARES TR
+$1.2M
8,251
+121%
建仓
STIP
ISHARES TR
+$1.2M
11,701
建仓
HYLB
DBX ETF TR
+$1.2M
33,189
建仓
SLV
ISHARES SILVER TR
+$1.1M
51,916
增持
DE
DEERE & CO
+$1.1M
9,352
+47%
增持
IEMG
ISHARES INC
+$1.1M
318,765
+3%
建仓
—
PROSHARES TR
+$1.1M
91,469
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$1.1M
26,797
+78%
增持
BA
BOEING CO
+$1.1M
8,697
+124%
增持
ABT
ABBOTT LABS
+$1.1M
20,125
+133%
