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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 22
增持 53
减持 69
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
VTV
VANGUARD INDEX FDS
+$44.8M
1,907,084
+7%
增持
VUG
VANGUARD INDEX FDS
+$40.7M
980,046
+3%
减持
EFA
ISHARES TR
-$20.6M
257,038
-53%
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
IWF
ISHARES TR
+$18.4M
447,709
+2%
建仓
VIGI
VANGUARD WHITEHALL FDS
+$17.8M
218,638
减持
NVDA
NVIDIA CORPORATION
+$14.6M
37,621
-4%
减持
IEMG
ISHARES INC
-$14.5M
604,332
-33%
减持
AAPL
APPLE INC
-$12.0M
456,012
-3%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$9.7M
76
+7%
减持
SHV
ISHARES TR
-$9.2M
30,304
-73%
增持
MSFT
MICROSOFT CORP
+$8.5M
123,371
+7%
增持
DFUV
DIMENSIONAL ETF TRUST
+$7.9M
1,870,636
+1%
减持
VBK
VANGUARD INDEX FDS
+$6.6M
506,303
-2%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$6.4M
195,551
-22%
增持
IVV
ISHARES TR
+$6.0M
98,592
+3%
增持
SCHX
SCHWAB STRATEGIC TR
+$5.5M
873,405
+1%
减持
EEM
ISHARES TR
-$5.2M
189,857
-41%
增持
DFIV
DIMENSIONAL ETF TRUST
+$4.9M
1,664,757
+2%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$4.7M
32,986
-65%
减持
BSV
VANGUARD BD INDEX FDS
-$4.6M
24,677
-71%
增持
VTI
VANGUARD INDEX FDS
+$4.5M
154,205
+3%
减持
DFUS
DIMENSIONAL ETF TRUST
+$4.3M
1,013,345
-2%
增持
META
META PLATFORMS INC
+$4.0M
22,847
+14%
减持
ITOT
ISHARES TR
-$4.0M
51,112
-45%
减持
IWD
ISHARES TR
+$3.8M
340,651
-2%
增持
VOO
VANGUARD INDEX FDS
+$3.8M
79,598
+1%
减持
SPY
SPDR S&P 500 ETF TR
+$3.6M
98,083
-2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.3M
62,260
-3%
减持
IXUS
ISHARES TR
-$3.2M
174,465
-25%
减持
SHY
ISHARES TR
-$3.2M
20,727
-65%
减持
IVE
ISHARES TR
-$3.2M
67,700
-26%
减持
FISV
FISERV INC
+$3.1M
118,144
-0%
清仓
SBGI
SINCLAIR INC
-$3.0M
0
-100%
减持
QQEW
FIRST TR NAS100 EQ WEIGHTED
-$2.8M
13,167
-65%
建仓
PDX
PIMCO DYNAMIC INCOME STRATEG
+$2.8M
130,771
减持
GUNR
FLEXSHARES TR
-$2.8M
17,062
-80%
减持
XLRE
SELECT SECTOR SPDR TR
-$2.7M
135,817
-33%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$2.7M
2,773,889
-4%
增持
AGG
ISHARES TR
+$2.7M
79,939
+54%
增持
ENPH
ENPHASE ENERGY INC
-$2.7M
242,739
+0%
增持
WWD
WOODWARD INC
+$2.7M
20,969
+418%
增持
GOOGL
ALPHABET INC
+$2.6M
115,397
+9%
减持
MINT
PIMCO ETF TR
-$2.6M
47,640
-36%
增持
VONE
VANGUARD SCOTTSDALE FDS
+$2.6M
30,582
+42%
增持
IWO
ISHARES TR
+$2.6M
107,181
+2%
减持
AMZN
AMAZON COM INC
+$2.4M
118,931
-5%
减持
QUAL
ISHARES TR
+$2.4M
221,977
-4%
建仓
HFRO
HIGHLAND OPPORTUNITIES
+$2.3M
327,637
建仓
FSCO
FS CREDIT OPPORTUNITIES CORP
+$2.3M
386,166
增持
GOOG
ALPHABET INC
+$2.3M
84,627
+12%
减持
SCHF
SCHWAB STRATEGIC TR
+$2.2M
1,715,880
-2%
减持
HD
HOME DEPOT INC
+$2.2M
59,311
-0%
增持
IJH
ISHARES TR
+$2.0M
425,259
+394%
减持
USRT
ISHARES TR
-$2.0M
562,143
-5%
减持
AMLP
ALPS ETF TR
+$1.9M
497,483
-3%
减持
IVW
ISHARES TR
+$1.9M
445,321
-6%
增持
USMV
ISHARES TR
+$1.8M
288,587
+1%
减持
IEFA
ISHARES TR
-$1.8M
787,830
-8%
增持
DGRO
ISHARES TR
+$1.8M
269,646
+5%
增持
DIS
DISNEY WALT CO
+$1.8M
49,645
+5%
增持
TSLA
TESLA INC
-$1.8M
24,693
+0%
减持
VTIP
VANGUARD MALVERN FDS
-$1.6M
24,553
-58%
减持
ESGU
ISHARES TR
+$1.6M
171,792
-1%
增持
MTUM
ISHARES TR
+$1.5M
46,173
+1%
清仓
FNB
F N B CORP
-$1.5M
0
-100%
增持
CAT
CATERPILLAR INC
+$1.5M
14,039
+13%
减持
STIP
ISHARES TR
-$1.4M
28,263
-34%
减持
LLY
ELI LILLY & CO
+$1.4M
8,229
-5%
增持
SCHD
SCHWAB STRATEGIC TR
+$1.4M
90,421
+16%
增持
MUB
ISHARES TR
+$1.3M
203,556
+7%
建仓
GBTC
GRAYSCALE BITCOIN TR BTC
+$1.3M
20,064
减持
VB
VANGUARD INDEX FDS
+$1.3M
143,397
-3%
减持
MBB
ISHARES TR
-$1.2M
47,380
-21%
减持
SCZ
ISHARES TR
-$1.2M
393,356
-7%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$1.2M
1,411,701
-3%
增持
IWN
ISHARES TR
+$1.2M
221,827
+1%
增持
PG
PROCTER AND GAMBLE CO
+$1.2M
59,321
+3%
增持
—
SCHWAB CHARLES FAMILY FD
+$1.2M
1,650,089
+259%
减持
GLDM
WORLD GOLD TR
-$1.2M
51,063
-39%
减持
MRK
MERCK & CO INC
+$1.1M
52,001
-0%
增持
UPS
UNITED PARCEL SERVICE INC
-$1.1M
138,267
+0%
清仓
—
CATALENT INC
-$1.1M
0
-100%
增持
AVGO
BROADCOM INC
+$1.1M
4,521
+3%
建仓
HQY
HEALTHEQUITY INC
+$1.0M
12,757
增持
CRM
SALESFORCE INC
+$994.8K
24,122
+1%
减持
JPM
JPMORGAN CHASE & CO
+$986.6K
62,795
-8%
建仓
JFR
NUVEEN FLOATING RATE INCOME
+$984.4K
112,760
减持
HWKN
HAWKINS INC
-$954.5K
11,304
-56%
减持
—
EXXON MOBIL CORP
+$933.0K
71,173
-3%
清仓
FPE
FIRST TR EXCH TRADED FD III
-$924.6K
0
-100%
建仓
TZA
DIREXION SHS ETF TR
+$895.1K
53,312
减持
INTC
INTEL CORP
-$894.2K
107,261
-4%
减持
WDAY
WORKDAY INC
-$893.3K
3,240
-50%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$891.0K
36,091
-2%
减持
IWB
ISHARES TR
+$888.2K
142,180
-7%
建仓
ULTA
ULTA BEAUTY INC
+$873.1K
1,670
建仓
NPFD
NUVEEN VRIABL RAT PFD & INM
+$873.1K
48,748
增持
ORLY
OREILLY AUTOMOTIVE INC
+$868.8K
1,687
+55%
建仓
PPL
PPL CORP
+$842.1K
30,590
减持
VV
VANGUARD INDEX FDS
+$838.6K
87,317
-5%
减持
BYD
BOYD GAMING CORP
-$836.2K
2,983
-82%
增持
WFC
WELLS FARGO CO NEW
+$826.6K
56,495
+14%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$782.9K
59,405
+6%
建仓
LKFN
LAKELAND FINL CORP
+$782.6K
11,800
增持
WMT
WALMART INC
+$773.6K
66,082
+226%
建仓
MU
MICRON TECHNOLOGY INC
+$769.8K
6,530
增持
UNP
UNION PAC CORP
+$753.9K
21,735
+16%
增持
USB
US BANCORP DEL
+$752.8K
49,585
+48%
建仓
OCCI
OFS CREDIT COMPANY INC
+$737.9K
103,059
增持
BA
BOEING CO
-$726.8K
14,701
+8%
增持
EMXC
ISHARES INC
+$695.8K
111,674
+8%
减持
SLV
ISHARES SILVER TR
-$681.3K
29,579
-52%
建仓
GNR
SPDR INDEX SHS FDS
+$645.5K
11,192
建仓
—
TORTOISE PWR & ENERGY INFRAS
+$645.3K
41,405
减持
OEF
ISHARES TR
+$642.1K
29,147
-1%
减持
DSI
ISHARES TR
+$617.9K
71,930
-1%
增持
DE
DEERE & CO
+$611.7K
9,287
+16%
建仓
LDP
COHEN & STEERS LTD DURATION
+$602.2K
29,991
增持
TGT
TARGET CORP
+$601.4K
15,841
+2%
建仓
JPC
NUVEEN PFD & INCOME OPPORTUN
+$599.4K
83,362
减持
XLE
SELECT SECTOR SPDR TR
-$572.5K
15,526
-36%
增持
VTWO
VANGUARD SCOTTSDALE FDS
+$558.3K
29,836
+22%
减持
RTX
RTX CORPORATION
+$557.1K
42,948
-0%
增持
SCHB
SCHWAB STRATEGIC TR
+$547.0K
32,409
+26%
减持
BAC
BANK AMERICA CORP
+$546.6K
137,399
-1%
增持
MGK
VANGUARD WORLD FD
+$543.5K
19,900
+0%
增持
LOW
LOWES COS INC
+$533.6K
14,290
+2%
增持
PDI
PIMCO DYNAMIC INCOME FD
+$531.5K
317,457
+3%
增持
GE
GENERAL ELECTRIC CO
+$531.0K
9,331
+8%
减持
CVX
CHEVRON CORP NEW
+$520.8K
64,868
-0%
建仓
PAXS
PIMCO ACCESS INCOME FUND
+$507.5K
32,263
建仓
—
SABA CAPITAL INCOME & OPPORT
+$500.7K
131,081
减持
GM
GENERAL MTRS CO
+$500.2K
54,885
-1%
减持
PFE
PFIZER INC
-$499.4K
106,057
-11%
减持
CZR
CAESARS ENTERTAINMENT INC NE
-$493.3K
7,669
-57%
减持
NFLX
NETFLIX INC
+$487.7K
5,330
-6%
减持
APD
AIR PRODS & CHEMS INC
-$486.0K
6,210
-15%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$484.4K
46,979
-17%
减持
MCD
MCDONALDS CORP
-$484.2K
22,727
-2%
建仓
PFN
PIMCO INCOME STRATEGY FD II
+$482.7K
64,710
增持
MKC
MCCORMICK & CO INC
+$479.0K
13,948
+62%
增持
NSC
NORFOLK SOUTHN CORP
+$477.6K
12,386
+9%
清仓
SCHQ
SCHWAB STRATEGIC TR
-$473.6K
0
-100%
减持
PAVE
GLOBAL X FDS
-$473.1K
11,095
-58%
减持
BND
VANGUARD BD INDEX FDS
-$465.7K
299,178
-1%
建仓
NAD
NUVEEN QUALITY MUNCP INCOME
+$464.7K
40,548
清仓
UA
UNDER ARMOUR INC
-$463.2K
0
-100%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$462.7K
36,488
-2%
减持
ITA
ISHARES TR
-$461.6K
4,894
-44%
增持
DUK
DUKE ENERGY CORP NEW
+$455.2K
25,514
+23%
