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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 33
增持 96
减持 19
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
IEFA
ISHARES TR
+$41.1M
857,181
+187%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$38.7M
250,330
+4300%
减持
VUG
VANGUARD INDEX FDS
+$34.8M
954,045
-1%
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
EFA
ISHARES TR
+$34.5M
546,270
+464%
增持
IEMG
ISHARES INC
+$28.3M
902,963
+147%
增持
IVV
ISHARES TR
+$26.2M
95,914
+111%
增持
AAPL
APPLE INC
+$21.2M
468,273
+16%
增持
VTV
VANGUARD INDEX FDS
+$21.1M
1,778,006
+0%
增持
IJH
ISHARES TR
+$19.7M
86,040
+425%
减持
VBR
VANGUARD INDEX FDS
+$19.1M
943,255
-0%
增持
VBK
VANGUARD INDEX FDS
+$16.8M
518,567
+2%
减持
IWF
ISHARES TR
+$15.8M
436,962
-0%
增持
IXUS
ISHARES TR
+$14.5M
231,769
+2237%
增持
IVE
ISHARES TR
+$14.3M
90,954
+799%
增持
SPY
SPDR S&P 500 ETF TR
+$14.1M
100,448
+28%
增持
QUAL
ISHARES TR
+$12.7M
231,770
+43%
增持
MSFT
MICROSOFT CORP
+$12.5M
115,477
+18%
增持
IVW
ISHARES TR
+$12.3M
475,696
+40%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$12.1M
1,452,910
+10%
增持
THO
THOR INDS INC
+$11.7M
282,102
+23%
增持
NVDA
NVIDIA CORPORATION
+$9.7M
39,078
+77%
增持
EEM
ISHARES TR
+$9.0M
324,307
+203%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$8.6M
2,884,700
+3%
增持
ITOT
ISHARES TR
+$8.5M
93,605
+560%
增持
IWN
ISHARES TR
+$7.5M
219,052
+13%
建仓
MINT
PIMCO ETF TR
+$7.4M
74,185
增持
SCHX
SCHWAB STRATEGIC TR
+$7.2M
863,726
+5%
增持
AMZN
AMAZON COM INC
+$7.2M
125,620
+34%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$7.1M
94,095
+3047%
增持
BND
VANGUARD BD INDEX FDS
+$6.6M
301,720
+35%
增持
MUB
ISHARES TR
+$6.4M
189,964
+38%
增持
SHV
ISHARES TR
+$6.4M
113,503
+104%
增持
USRT
ISHARES TR
+$6.3M
593,359
+10%
增持
HD
HOME DEPOT INC
+$6.3M
59,390
+25%
增持
OEF
ISHARES TR
+$6.2M
29,407
+1422%
增持
VTI
VANGUARD INDEX FDS
+$6.0M
150,100
+8%
增持
BSV
VANGUARD BD INDEX FDS
+$5.8M
84,497
+774%
增持
VB
VANGUARD INDEX FDS
+$5.7M
147,747
+8%
减持
TIP
ISHARES TR
-$5.7M
11,171
-83%
建仓
EMXC
ISHARES INC
+$5.7M
103,470
增持
JPM
JPMORGAN CHASE & CO
+$5.7M
68,139
+67%
建仓
PDI
PIMCO DYNAMIC INCOME FD
+$5.6M
307,765
清仓
RPAR
TIDAL ETF TR
-$5.4M
0
-100%
增持
IWD
ISHARES TR
+$5.3M
346,105
+2%
增持
CRM
SALESFORCE INC
+$5.1M
23,829
+305%
增持
VO
VANGUARD INDEX FDS
+$5.1M
37,637
+112%
减持
SCHF
SCHWAB STRATEGIC TR
+$5.0M
1,751,867
-0%
增持
GOOGL
ALPHABET INC
+$4.9M
105,722
+41%
增持
IJR
ISHARES TR
+$4.6M
71,225
+119%
建仓
QQEW
FIRST TR NAS100 EQ WEIGHTED
+$4.4M
37,701
减持
DFUV
DIMENSIONAL ETF TRUST
+$4.4M
1,844,419
-2%
增持
SCZ
ISHARES TR
+$4.0M
422,614
+8%
增持
INTC
INTEL CORP
+$4.0M
112,077
+139%
增持
META
META PLATFORMS INC
+$3.8M
19,999
+83%
增持
SCHC
SCHWAB STRATEGIC TR
+$3.7M
918,144
+5%
增持
VOO
VANGUARD INDEX FDS
+$3.7M
78,960
+1%
增持
MGK
VANGUARD WORLD FD
+$3.6M
19,884
+188%
减持
DFUS
DIMENSIONAL ETF TRUST
+$3.6M
1,030,313
-4%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.5M
64,140
+16%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$3.3M
36,692
+90%
减持
IWB
ISHARES TR
+$3.2M
152,764
-2%
增持
IWM
ISHARES TR
+$3.2M
102,873
+5%
增持
STIP
ISHARES TR
+$3.2M
42,905
+286%
建仓
SBGI
SINCLAIR INC
+$3.0M
228,893
增持
EFAV
ISHARES TR
+$2.9M
121,314
+45%
增持
DFIV
DIMENSIONAL ETF TRUST
+$2.9M
1,637,949
+0%
减持
ENPH
ENPHASE ENERGY INC
+$2.9M
242,606
-0%
增持
COST
COSTCO WHSL CORP NEW
+$2.9M
12,122
+29%
减持
TLT
ISHARES TR
-$2.8M
2,709
-92%
建仓
VTIP
VANGUARD MALVERN FDS
+$2.8M
58,297
增持
GOOG
ALPHABET INC
+$2.7M
75,225
+26%
清仓
EDV
VANGUARD WORLD FD
-$2.7M
0
-100%
减持
DFAS
DIMENSIONAL ETF TRUST
+$2.4M
466,130
-4%
增持
UNH
UNITEDHEALTH GROUP INC
+$2.4M
12,037
+53%
建仓
TLH
ISHARES TR
+$2.3M
21,341
增持
JNJ
JOHNSON & JOHNSON
+$2.3M
54,647
+36%
建仓
MCHP
MICROCHIP TECHNOLOGY INC.
+$2.2M
24,930
减持
FISV
FISERV INC
+$2.2M
118,573
-1%
建仓
REM
ISHARES TR
+$2.2M
91,241
增持
BAC
BANK AMERICA CORP
+$2.1M
138,507
+49%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$2.1M
6,111
+175%
增持
QQQ
INVESCO QQQ TR
+$2.1M
35,649
+2%
增持
KLAC
KLA CORP
+$2.0M
3,925
+571%
建仓
GM
GENERAL MTRS CO
+$2.0M
55,370
增持
LMT
LOCKHEED MARTIN CORP
+$1.9M
7,879
+94%
增持
BA
BOEING CO
+$1.9M
13,673
+58%
增持
ADBE
ADOBE INC
+$1.9M
4,234
+238%
增持
DGRO
ISHARES TR
+$1.9M
257,258
+7%
增持
MCD
MCDONALDS CORP
+$1.9M
23,244
+22%
增持
XLRE
SELECT SECTOR SPDR TR
+$1.9M
202,509
+10%
增持
MBB
ISHARES TR
+$1.9M
59,810
+41%
建仓
BRO
BROWN & BROWN INC
+$1.8M
25,877
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.8M
111,958
+50%
建仓
MGV
VANGUARD WORLD FD
+$1.8M
16,379
增持
AGG
ISHARES TR
+$1.8M
51,754
+45%
增持
VONE
VANGUARD SCOTTSDALE FDS
+$1.8M
21,471
+44%
增持
XLE
SELECT SECTOR SPDR TR
+$1.7M
24,311
+523%
减持
DFAT
DIMENSIONAL ETF TRUST
+$1.7M
522,237
-7%
增持
TSLA
TESLA INC
+$1.6M
24,616
+38%
增持
RTX
RTX CORPORATION
+$1.6M
43,161
+54%
增持
LLY
ELI LILLY & CO
+$1.6M
8,643
+35%
减持
ESGU
ISHARES TR
+$1.6M
173,311
-2%
增持
SCHD
SCHWAB STRATEGIC TR
+$1.6M
78,020
+26%
建仓
MGC
VANGUARD WORLD FD
+$1.6M
9,165
建仓
HWM
HOWMET AEROSPACE INC
+$1.5M
28,301
增持
DIS
DISNEY WALT CO
+$1.5M
47,408
+39%
增持
SYK
STRYKER CORPORATION
+$1.5M
5,874
+533%
增持
TGT
TARGET CORP
+$1.5M
15,487
+144%
增持
CSCO
CISCO SYS INC
+$1.5M
95,923
+54%
建仓
SHM
SPDR SER TR
+$1.5M
31,086
建仓
FNB
F N B CORP
+$1.5M
107,813
减持
SPTL
SPDR SER TR
-$1.5M
231,241
-26%
减持
VV
VANGUARD INDEX FDS
+$1.5M
92,123
-3%
建仓
DRI
DARDEN RESTAURANTS INC
+$1.5M
8,875
建仓
CEF
SPROTT PHYSICAL GOLD & SILVE
+$1.5M
75,880
建仓
DHI
D R HORTON INC
+$1.4M
9,145
增持
MRK
MERCK & CO INC
+$1.4M
52,105
+25%
增持
AVGO
BROADCOM INC
+$1.4M
4,396
+3%
建仓
HPQ
HP INC
+$1.4M
44,652
建仓
PNC
PNC FINL SVCS GROUP INC
+$1.3M
8,660
建仓
AMP
AMERIPRISE FINL INC
+$1.3M
3,436
减持
IWO
ISHARES TR
+$1.3M
104,651
-6%
建仓
AJG
GALLAGHER ARTHUR J & CO
+$1.3M
5,595
增持
MMM
3M CO
+$1.2M
53,854
+8%
建仓
SNPE
DBX ETF TR
+$1.2M
27,540
建仓
AVY
AVERY DENNISON CORP
+$1.2M
5,847
建仓
IXC
ISHARES TR
+$1.2M
29,850
建仓
KBWD
INVESCO EXCH TRADED FD TR II
+$1.1M
72,376
增持
GUNR
FLEXSHARES TR
+$1.1M
84,760
+47%
增持
NFLX
NETFLIX INC
+$1.1M
5,647
+31%
增持
IWP
ISHARES TR
+$1.1M
31,478
+32%
增持
MA
MASTERCARD INCORPORATED
+$1.1M
5,864
+67%
建仓
ACWI
ISHARES TR
+$1.1M
10,843
建仓
—
CATALENT INC
+$1.1M
24,360
增持
LOW
LOWES COS INC
+$1.1M
13,958
+43%
建仓
HST
HOST HOTELS & RESORTS INC
+$1.1M
53,196
增持
EFV
ISHARES TR
+$1.1M
178,032
+6%
增持
ITW
ILLINOIS TOOL WKS INC
+$1.0M
10,854
+38%
减持
EMB
ISHARES TR
-$1.0M
20,312
-41%
增持
MAR
MARRIOTT INTL INC NEW
+$1.0M
16,954
+20%
建仓
BYD
BOYD GAMING CORP
+$1.0M
16,521
建仓
CDW
CDW CORP
+$1.0M
4,509
增持
MCK
MCKESSON CORP
+$1.0M
3,507
+152%
建仓
TOST
TOAST INC
+$1.0M
55,590
增持
VOE
VANGUARD INDEX FDS
+$996.0K
21,447
+33%
增持
AMAT
APPLIED MATLS INC
+$978.4K
8,967
+161%
增持
PG
PROCTER AND GAMBLE CO
+$975.8K
57,526
+13%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$971.3K
3,354
+110%
增持
TRV
TRAVELERS COMPANIES INC
+$956.3K
6,181
+356%
减持
MTUM
ISHARES TR
-$934.7K
45,548
-21%
