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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 11
增持 55
减持 65
清仓 19
方向
标的
Δ市值
现股数(环比)
增持
THO
THOR INDS INC
+$21.3M
228,839
+5082%
减持
VUG
VANGUARD INDEX FDS
-$12.5M
961,416
-1%
减持
ESGU
ISHARES TR
-$11.6M
176,774
-39%
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
ENPH
ENPHASE ENERGY INC
-$11.4M
242,926
+0%
减持
IWF
ISHARES TR
-$6.9M
437,691
-3%
增持
AAPL
APPLE INC
-$6.6M
402,552
+3%
增持
IVW
ISHARES TR
+$5.5M
340,723
+34%
增持
VBK
VANGUARD INDEX FDS
-$5.5M
507,151
+2%
清仓
FAST
FASTENAL CO
-$5.4M
0
-100%
增持
VTV
VANGUARD INDEX FDS
-$5.3M
1,774,029
+1%
增持
QUAL
ISHARES TR
+$5.1M
162,075
+33%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$4.5M
16,706
-84%
减持
MTUM
ISHARES TR
-$4.2M
57,674
-32%
减持
DFUS
DIMENSIONAL ETF TRUST
-$4.0M
1,070,286
-4%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$3.7M
2,805,563
+0%
增持
MUB
ISHARES TR
+$3.6M
137,957
+40%
增持
SPAB
SPDR SER TR
+$3.6M
670,755
+33%
增持
VBR
VANGUARD INDEX FDS
-$3.6M
944,444
+1%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$3.4M
1,316,037
-0%
增持
SHV
ISHARES TR
+$3.4M
55,589
+122%
减持
SCHF
SCHWAB STRATEGIC TR
-$3.2M
1,759,701
-0%
建仓
TFLO
ISHARES TR
+$3.0M
59,799
减持
DFUV
DIMENSIONAL ETF TRUST
-$2.9M
1,889,029
-3%
减持
IWO
ISHARES TR
-$2.6M
111,720
-2%
增持
SCHX
SCHWAB STRATEGIC TR
+$2.6M
820,325
+10%
减持
IWD
ISHARES TR
-$2.6M
339,346
-2%
增持
UPS
UNITED PARCEL SERVICE INC
-$2.5M
136,437
+3%
减持
IWB
ISHARES TR
-$2.3M
156,153
-3%
减持
USRT
ISHARES TR
-$2.3M
541,807
-1%
减持
DFAS
DIMENSIONAL ETF TRUST
-$2.2M
483,869
-4%
减持
IYH
ISHARES TR
-$2.2M
6,509
-54%
减持
EMB
ISHARES TR
-$2.1M
34,538
-39%
清仓
TLH
ISHARES TR
-$2.1M
0
-100%
减持
IJR
ISHARES TR
-$2.0M
32,464
-37%
减持
IYW
ISHARES TR
-$2.0M
26,745
-40%
减持
SPY
SPDR S&P 500 ETF TR
-$1.9M
78,612
-2%
减持
RPAR
TIDAL ETF TR
-$1.9M
309,802
-19%
减持
IVV
ISHARES TR
-$1.9M
45,438
-6%
增持
IJH
ISHARES TR
+$1.9M
16,376
+92%
减持
SPEM
SPDR INDEX SHS FDS
-$1.8M
94,134
-35%
减持
FISV
FISERV INC
-$1.7M
119,978
-1%
增持
NVDA
NVIDIA CORPORATION
+$1.6M
22,096
+17%
减持
BND
VANGUARD BD INDEX FDS
-$1.5M
223,315
-5%
减持
KO
COCA COLA CO
-$1.5M
80,823
-20%
减持
VOO
VANGUARD INDEX FDS
-$1.4M
78,221
-1%
减持
VB
VANGUARD INDEX FDS
-$1.4M
136,310
-0%
增持
GOOGL
ALPHABET INC
+$1.3M
75,198
+5%
减持
IEFA
ISHARES TR
-$1.3M
298,720
-2%
减持
EDV
VANGUARD WORLD FD
-$1.2M
38,808
-15%
增持
—
EXXON MOBIL CORP
+$1.2M
61,396
+10%
减持
EFAV
ISHARES TR
-$1.2M
83,945
-15%
减持
TLT
ISHARES TR
-$1.2M
35,130
-17%
减持
DFAT
DIMENSIONAL ETF TRUST
-$1.2M
561,355
-3%
减持
AMLP
ALPS ETF TR
+$1.2M
528,188
-2%
增持
EFV
ISHARES TR
+$1.2M
168,017
+16%
清仓
TZA
DIREXION SHS ETF TR
-$1.1M
0
-100%
减持
GOVT
ISHARES TR
-$1.1M
86,840
-33%
减持
MBB
ISHARES TR
-$1.1M
42,429
-18%
减持
VV
VANGUARD INDEX FDS
-$1.0M
95,182
-2%
增持
GOOG
ALPHABET INC
+$947.4K
59,582
+4%
增持
IWM
ISHARES TR
-$913.1K
98,248
+0%
增持
ABBV
ABBVIE INC
+$856.1K
29,606
+12%
减持
MCD
MCDONALDS CORP
-$792.5K
19,054
-2%
减持
SMLF
ISHARES TR
-$765.0K
12,912
-52%
增持
CMF
ISHARES TR
+$753.0K
125,666
+17%
清仓
TAN
INVESCO EXCH TRADED FD TR II
-$739.3K
0
-100%
增持
IWN
ISHARES TR
-$730.6K
194,045
+0%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$728.1K
37,090
+0%
建仓
BSV
VANGUARD BD INDEX FDS
+$726.5K
9,665
增持
CVX
CHEVRON CORP NEW
+$725.8K
56,942
+1%
减持
DFIV
DIMENSIONAL ETF TRUST
-$720.3K
1,636,148
-1%
减持
VNQ
VANGUARD INDEX FDS
-$656.2K
50,502
-5%
增持
RTX
RTX CORPORATION
-$647.9K
27,986
+3%
减持
MRK
MERCK & CO INC
-$644.7K
41,801
-3%
增持
SPTL
SPDR SER TR
+$644.4K
312,954
+24%
减持
DE
DEERE & CO
-$643.0K
7,171
-13%
增持
SCHC
SCHWAB STRATEGIC TR
-$642.8K
878,365
+2%
增持
SCHD
SCHWAB STRATEGIC TR
+$629.8K
61,954
+20%
减持
SDY
SPDR SER TR
-$629.4K
17,819
-18%
减持
EFA
ISHARES TR
-$591.2K
96,847
-3%
减持
IAU
ISHARES GOLD TR
-$575.6K
96,485
-11%
增持
CSCO
CISCO SYS INC
+$569.9K
62,434
+16%
增持
NEE
NEXTERA ENERGY INC
-$551.5K
34,497
+1%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$549.8K
6,124
-61%
清仓
—
DEUTSCHE BANK A G
-$528.1K
0
-100%
增持
SNOW
SNOWFLAKE INC
+$527.1K
7,984
+103%
减持
AMZN
AMAZON COM INC
-$522.5K
93,870
-2%
增持
MSFT
MICROSOFT CORP
-$510.1K
97,940
+6%
减持
DGRO
ISHARES TR
-$503.1K
239,642
-1%
增持
HD
HOME DEPOT INC
+$499.7K
47,404
+7%
减持
SDG
ISHARES TR
-$495.3K
4,756
-56%
增持
IEMG
ISHARES INC
-$488.3K
365,497
+1%
增持
IAGG
ISHARES TR
+$474.7K
15,968
+159%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$452.5K
71
-1%
减持
JNJ
JOHNSON & JOHNSON
-$447.7K
40,289
-1%
减持
GLDM
WORLD GOLD TR
-$425.7K
84,684
-9%
建仓
TROW
PRICE T ROWE GROUP INC
+$424.3K
4,046
减持
LLY
ELI LILLY & CO
+$412.9K
6,386
-1%
减持
SCHP
SCHWAB STRATEGIC TR
-$404.7K
47,940
-11%
减持
—
PROSHARES TR
-$404.0K
58,656
-41%
增持
ITW
ILLINOIS TOOL WKS INC
+$402.6K
7,841
+39%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$396.8K
85,950
+2%
建仓
AKO/B
EMBOTELLADORA ANDINA S A
+$370.0K
28,570
清仓
WMB
WILLIAMS COS INC
-$360.6K
0
-100%
增持
DIS
DISNEY WALT CO
+$355.9K
34,090
+26%
建仓
UA
UNDER ARMOUR INC
+$353.7K
55,434
减持
NSC
NORFOLK SOUTHN CORP
-$342.7K
10,859
-1%
增持
CAT
CATERPILLAR INC
+$341.0K
10,466
+2%
清仓
PNOV
INNOVATOR ETFS TR
-$329.8K
0
-100%
建仓
JPLD
J P MORGAN EXCHANGE TRADED F
+$318.5K
6,383
清仓
UFCS
UNITED FIRE GROUP INC
-$313.8K
0
-100%
减持
LOW
LOWES COS INC
-$312.2K
9,795
-6%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$308.4K
36,029
+40%
减持
IHI
ISHARES TR
-$307.9K
21,781
-10%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$289.9K
5,689
-22%
增持
UNH
UNITEDHEALTH GROUP INC
+$281.9K
7,879
+3%
清仓
LPX
LOUISIANA PAC CORP
-$277.4K
0
-100%
减持
TEAM
ATLASSIAN CORPORATION
+$273.3K
8,584
-1%
清仓
IDV
ISHARES TR
-$272.0K
0
-100%
增持
PG
PROCTER AND GAMBLE CO
-$271.8K
51,104
+0%
清仓
EWZ
ISHARES INC
-$271.6K
0
-100%
减持
PM
PHILIP MORRIS INTL INC
-$268.1K
21,396
-7%
增持
SUSC
ISHARES TR
+$265.5K
58,089
+32%
增持
DSI
ISHARES TR
+$264.7K
73,494
+8%
增持
ORCL
ORACLE CORP
-$262.7K
24,644
+2%
减持
GUNR
FLEXSHARES TR
-$259.9K
57,824
-11%
清仓
PEY
INVESCO EXCHANGE TRADED FD T
-$258.8K
0
-100%
建仓
GWW
GRAINGER W W INC
+$256.0K
370
清仓
WMS
ADVANCED DRAIN SYS INC DEL
-$254.6K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC
-$253.4K
74,596
+4%
清仓
RDIV
INVESCO EXCH TRADED FD TR II
-$250.4K
0
-100%
建仓
STT
STATE STR CORP
+$246.7K
3,647
减持
COST
COSTCO WHSL CORP NEW
+$244.7K
9,407
-0%
减持
APG
API GROUP CORP
-$242.8K
73,946
-7%
建仓
IWY
ISHARES TR
+$242.6K
1,574
清仓
PLTR
PALANTIR TECHNOLOGIES INC
-$235.9K
0
-100%
增持
META
META PLATFORMS INC
+$234.8K
10,918
+3%
增持
NFLX
NETFLIX INC
-$230.0K
4,308
+2%
增持
PFE
PFIZER INC
-$229.3K
107,392
+4%
增持
CMCSA
COMCAST CORP NEW
+$229.0K
33,166
+11%
增持
JPM
JPMORGAN CHASE & CO
+$224.9K
40,886
+4%
建仓
VCSH
VANGUARD SCOTTSDALE FDS
+$224.7K
2,990
清仓
PLD
PROLOGIS INC.
-$220.2K
0
-100%
增持
FTNT
FORTINET INC
-$217.0K
16,425
+5%
建仓
NEM
NEWMONT CORP
+$216.6K
5,861
清仓
—
ASML HOLDING N V
-$216.0K
0
-100%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$215.7K
11,167
-7%
清仓
BMRC
BANK MARIN BANCORP
-$213.2K
0
-100%
增持
ESGE
ISHARES INC
+$210.5K
67,821
+16%
清仓
WD
WALKER & DUNLOP INC
-$209.4K
0
-100%
