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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 13
增持 44
减持 71
清仓 22
方向
标的
Δ市值
现股数(环比)
减持
VUG
VANGUARD INDEX FDS
+$29.2M
969,403
-1%
减持
IWF
ISHARES TR
+$13.6M
448,951
-0%
减持
ENPH
ENPHASE ENERGY INC
-$10.4M
242,493
-0%
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
+$10.1M
932,194
+3%
减持
AAPL
APPLE INC
+$9.5M
389,363
-3%
增持
VBK
VANGUARD INDEX FDS
+$8.8M
496,642
+2%
清仓
SEIC
SEI INVTS CO
-$6.7M
0
-100%
减持
IEI
ISHARES TR
-$5.7M
7,498
-87%
减持
SCHM
SCHWAB STRATEGIC TR
-$5.4M
23,107
-78%
减持
AGG
ISHARES TR
-$5.3M
33,459
-61%
减持
MSFT
MICROSOFT CORP
+$4.6M
92,308
-1%
增持
IEFA
ISHARES TR
+$4.6M
303,639
+28%
增持
VTI
VANGUARD INDEX FDS
+$4.3M
135,504
+8%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$4.2M
72
+1%
增持
IWB
ISHARES TR
+$4.2M
160,701
+3%
增持
SPY
SPDR S&P 500 ETF TR
+$3.7M
79,897
+3%
减持
IXUS
ISHARES TR
-$3.5M
10,133
-85%
减持
SPIB
SPDR SER TR
-$3.2M
26,529
-79%
减持
VTV
VANGUARD INDEX FDS
+$3.1M
1,759,089
-2%
减持
PFM
INVESCO EXCHANGE TRADED FD T
-$3.0M
112,502
-44%
建仓
VONE
VANGUARD SCOTTSDALE FDS
+$2.9M
14,572
增持
AMZN
AMAZON COM INC
+$2.9M
95,545
+3%
增持
VOO
VANGUARD INDEX FDS
+$2.7M
78,927
+0%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$2.6M
2,794,036
+2%
减持
NVDA
NVIDIA CORPORATION
+$2.4M
18,835
-7%
增持
IEMG
ISHARES INC
+$2.3M
362,797
+14%
增持
IVV
ISHARES TR
+$2.2M
48,225
+3%
增持
ESGU
ISHARES TR
+$2.1M
289,028
+0%
减持
DFUS
DIMENSIONAL ETF TRUST
+$2.0M
1,117,810
-4%
减持
UPS
UNITED PARCEL SERVICE INC
-$2.0M
132,586
-0%
减持
MBB
ISHARES TR
-$1.9M
51,785
-27%
增持
IWN
ISHARES TR
+$1.8M
193,299
+4%
减持
IWO
ISHARES TR
+$1.7M
114,288
-1%
减持
IVW
ISHARES TR
+$1.7M
253,954
-0%
减持
MPC
MARATHON PETE CORP
-$1.6M
1,769
-87%
增持
EMB
ISHARES TR
+$1.6M
56,767
+49%
增持
VV
VANGUARD INDEX FDS
+$1.6M
97,007
+0%
减持
QQQ
INVESCO QQQ TR
+$1.6M
34,227
-1%
增持
QUAL
ISHARES TR
+$1.6M
121,431
+2%
减持
ISTB
ISHARES TR
-$1.5M
7,839
-81%
增持
MTUM
ISHARES TR
+$1.5M
85,385
+10%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.5M
56,359
-2%
增持
USMV
ISHARES TR
+$1.5M
306,992
+5%
减持
—
SCHWAB CHARLES FAMILY FD
-$1.4M
451,171
-76%
减持
FISV
FISERV INC
+$1.3M
120,641
-2%
减持
VYM
VANGUARD WHITEHALL FDS
-$1.3M
20,668
-38%
减持
KO
COCA COLA CO
-$1.3M
100,606
-15%
建仓
VTWO
VANGUARD SCOTTSDALE FDS
+$1.2M
15,848
清仓
HYLB
DBX ETF TR
-$1.2M
0
-100%
建仓
TZA
DIREXION SHS ETF TR
+$1.1M
41,553
减持
JPME
J P MORGAN EXCHANGE TRADED F
-$1.1M
11,093
-54%
增持
IYH
ISHARES TR
+$1.1M
14,137
+33%
减持
SCHE
SCHWAB STRATEGIC TR
-$1.0M
18,491
-70%
减持
SCHD
SCHWAB STRATEGIC TR
-$1.0M
51,695
-21%
减持
GOOGL
ALPHABET INC
+$1.0M
71,340
-2%
增持
LQD
ISHARES TR
+$987.2K
22,144
+72%
增持
GOOG
ALPHABET INC
+$986.6K
57,109
+0%
减持
CVX
CHEVRON CORP NEW
-$923.4K
56,408
-6%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$906.9K
13,390
-52%
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$902.5K
15,633
减持
MGK
VANGUARD WORLD FD
-$894.6K
6,435
-45%
减持
IWD
ISHARES TR
+$868.2K
344,796
-2%
减持
AVGO
BROADCOM INC
+$854.5K
4,033
-2%
增持
LLY
LILLY ELI & CO
+$850.1K
6,434
+2%
增持
META
META PLATFORMS INC
+$822.7K
10,603
+1%
清仓
TOWN
TOWNEBANK PORTSMOUTH VA
-$816.3K
0
-100%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$811.6K
150,345
+15%
减持
DFUV
DIMENSIONAL ETF TRUST
+$810.6K
1,948,077
-2%
建仓
MKC
MCCORMICK & CO INC
+$795.4K
9,119
减持
PFE
PFIZER INC
-$785.1K
103,368
-8%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$782.5K
12,007
+57%
增持
—
HMN FINL INC
+$782.2K
131,707
+50%
增持
IYW
ISHARES TR
+$779.6K
44,241
+2%
增持
SPTL
SPDR SER TR
+$777.7K
252,153
+15%
增持
FAST
FASTENAL CO
+$770.9K
91,027
+7%
减持
SCHX
SCHWAB STRATEGIC TR
+$765.2K
742,785
-6%
清仓
D
DOMINION ENERGY INC
-$760.2K
0
-100%
增持
JPM
JPMORGAN CHASE & CO
+$751.8K
39,222
+3%
清仓
PHDG
INVESCO ACTIVELY MANAGED ETF
-$744.8K
0
-100%
减持
SCHF
SCHWAB STRATEGIC TR
+$743.1K
1,767,039
-1%
减持
T
AT&T INC
-$739.8K
79,506
-24%
减持
BND
VANGUARD BD INDEX FDS
-$727.0K
235,660
-3%
减持
TSLA
TESLA INC
+$721.5K
16,521
-5%
清仓
MGA
MAGNA INTL INC
-$676.2K
0
-100%
增持
ORCL
ORACLE CORP
+$675.5K
24,125
+2%
减持
ABBV
ABBVIE INC
-$655.4K
26,401
-0%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$618.6K
84,211
-3%
建仓
CP
CANADIAN PACIFIC KANSAS CITY
+$615.5K
7,607
减持
VB
VANGUARD INDEX FDS
-$591.0K
136,764
-7%
清仓
—
CANADIAN PAC RY LTD
-$585.3K
0
-100%
清仓
ELV
ELEVANCE HEALTH INC
-$575.2K
0
-100%
增持
HYG
ISHARES TR
+$559.7K
51,122
+18%
减持
PM
PHILIP MORRIS INTL INC
-$557.4K
23,021
-21%
减持
XLE
SELECT SECTOR SPDR TR
-$551.9K
2,658
-71%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$539.7K
1,319,351
-3%
减持
HD
HOME DEPOT INC
+$534.6K
44,501
-1%
减持
DFIV
DIMENSIONAL ETF TRUST
+$517.6K
1,646,704
-1%
建仓
SUI
SUN CMNTYS INC
+$512.4K
3,900
减持
DE
DEERE & CO
-$511.9K
8,266
-12%
清仓
UA
UNDER ARMOUR INC
-$505.2K
0
-100%
建仓
—
TRANE TECHNOLOGIES PLC
+$491.2K
2,568
减持
TIP
ISHARES TR
-$486.5K
65,388
-4%
建仓
VGIT
VANGUARD SCOTTSDALE FDS
+$482.8K
8,231
清仓
—
NEOVASC INC
-$475.7K
0
-100%
减持
—
EXXON MOBIL CORP
-$470.4K
55,760
-5%
增持
SDY
SPDR SER TR
+$466.1K
21,854
+22%
建仓
THO
THOR INDS INC
+$457.1K
4,416
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$445.1K
7,324
-31%
清仓
BTAL
AGF INVTS TR
-$442.0K
0
-100%
清仓
GPC
GENUINE PARTS CO
-$423.2K
0
-100%
建仓
NSSC
NAPCO SEC TECHNOLOGIES INC
+$415.8K
12,000
增持
SHV
ISHARES TR
+$414.9K
25,071
+18%
增持
NFLX
NETFLIX INC
+$413.6K
4,215
+1%
减持
SHY
ISHARES TR
-$408.4K
53,330
-7%
减持
VZ
VERIZON COMMUNICATIONS INC
-$407.9K
71,822
-9%
增持
DGRO
ISHARES TR
+$402.2K
241,910
+0%
增持
SCHC
SCHWAB STRATEGIC TR
+$400.9K
857,880
+1%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$395.1K
53,847
+3%
清仓
VCSH
VANGUARD SCOTTSDALE FDS
-$390.7K
0
-100%
清仓
—
NEW RELIC INC
-$379.2K
0
-100%
减持
COST
COSTCO WHSL CORP NEW
+$376.9K
9,417
-0%
清仓
ABNB
AIRBNB INC
-$376.7K
0
-100%
减持
USRT
ISHARES TR
+$374.7K
547,651
-1%
减持
DFAT
DIMENSIONAL ETF TRUST
+$372.4K
578,929
-3%
减持
DSI
ISHARES TR
+$371.0K
68,215
-1%
减持
DIS
DISNEY WALT CO
-$370.0K
26,962
-3%
清仓
MINT
PIMCO ETF TR
-$367.4K
0
-100%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$367.1K
62,215
+20%
减持
MCD
MCDONALDS CORP
+$343.2K
19,476
-0%
减持
RPAR
TIDAL ETF TR
-$341.9K
382,232
-3%
增持
GS
GOLDMAN SACHS GROUP INC
+$333.0K
2,641
+67%
减持
MRK
MERCK & CO INC
+$332.8K
42,875
-2%
减持
BP
BP PLC
-$321.9K
5,925
-58%
减持
DEO
DIAGEO PLC
-$321.2K
2,320
-42%
清仓
—
DUPONT DE NEMOURS INC
-$312.3K
0
-100%
减持
IWM
ISHARES TR
+$308.0K
98,034
-3%
建仓
IAGG
ISHARES TR
+$304.2K
6,172
清仓
XLF
SELECT SECTOR SPDR TR
-$304.0K
0
-100%
增持
EFG
ISHARES TR
+$297.4K
77,740
+2%
清仓
IEP
ICAHN ENTERPRISES LP
-$294.2K
0
-100%
建仓
MCO
MOODYS CORP
+$292.8K
842
减持
APG
API GROUP CORP
+$288.4K
79,246
-5%
增持
EFV
ISHARES TR
+$287.9K
144,480
+3%
减持
DFAS
DIMENSIONAL ETF TRUST
+$286.8K
503,840
-3%
清仓
TBF
PROSHARES TR
-$285.8K
0
-100%
减持
TGT
TARGET CORP
-$284.3K
6,094
-7%
减持
MO
ALTRIA GROUP INC
-$281.5K
34,556
-18%
增持
ESGV
VANGUARD WORLD FD
+$280.0K
32,178
+3%
清仓
MWA
MUELLER WTR PRODS INC
-$278.8K
0
-100%
清仓
EWJ
ISHARES INC
-$276.0K
0
-100%
