小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 13
增持 136
减持 1
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$109.9M
869,690
+91%
增持
BAC
BANK AMERICA CORP
+$100.2M
2,637,059
+1819%
增持
MSFT
MICROSOFT CORP
+$80.4M
290,066
+135%
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
NVDA
NVIDIA CORPORATION
+$75.1M
877,401
+2232%
增持
VUG
VANGUARD INDEX FDS
+$49.2M
1,037,363
+6%
增持
AMZN
AMAZON COM INC
+$48.0M
352,497
+196%
增持
IWF
ISHARES TR
+$31.0M
494,413
+10%
增持
GOOGL
ALPHABET INC
+$30.7M
263,144
+128%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$25.8M
361,279
+85%
增持
GOOG
ALPHABET INC
+$24.5M
202,905
+140%
增持
IVV
ISHARES TR
+$23.9M
138,197
+40%
增持
EFA
ISHARES TR
+$22.2M
544,982
+112%
增持
META
META PLATFORMS INC
+$22.1M
65,695
+188%
增持
BX
BLACKSTONE INC
+$20.8M
180,628
+1584%
增持
SPY
SPDR S&P 500 ETF TR
+$19.5M
129,792
+32%
增持
LLY
ELI LILLY & CO
+$19.1M
27,933
+239%
增持
IEMG
ISHARES INC
+$18.2M
920,078
+52%
增持
JPM
JPMORGAN CHASE & CO.
+$17.1M
144,718
+130%
增持
WFC
WELLS FARGO CO NEW
+$16.9M
335,161
+493%
增持
AVGO
BROADCOM INC
+$16.4M
13,640
+202%
减持
VBR
VANGUARD INDEX FDS
-$16.3M
850,822
-4%
增持
IEFA
ISHARES TR
+$15.1M
1,011,503
+28%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$14.9M
101,471
+63%
增持
TSLA
TESLA INC
+$14.0M
87,709
+255%
增持
VTV
VANGUARD INDEX FDS
+$13.2M
2,026,821
+6%
增持
QQQ
INVESCO QQQ TR
+$12.8M
57,939
+71%
增持
V
VISA INC
+$12.2M
66,391
+251%
增持
VTI
VANGUARD INDEX FDS
+$11.2M
191,310
+24%
增持
NFLX
NETFLIX INC
+$10.8M
20,886
+292%
增持
—
EXXON MOBIL CORP
+$10.5M
163,102
+129%
增持
VOO
VANGUARD INDEX FDS
+$10.4M
97,018
+22%
增持
UNH
UNITEDHEALTH GROUP INC
+$9.9M
32,809
+156%
增持
IVW
ISHARES TR
+$9.6M
506,741
+14%
增持
PG
PROCTER AND GAMBLE CO
+$9.6M
118,213
+99%
增持
COST
COSTCO WHSL CORP NEW
+$9.3M
20,960
+82%
增持
ORCL
ORACLE CORP
+$8.6M
85,472
+195%
增持
ABBV
ABBVIE INC
+$8.5M
78,372
+193%
增持
TFC
TRUIST FINL CORP
+$8.4M
236,912
+987%
增持
IWB
ISHARES TR
+$8.2M
164,794
+16%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$8.1M
2,890,460
+4%
增持
ITOT
ISHARES TR
+$8.1M
117,545
+130%
增持
SCHW
SCHWAB CHARLES CORP
+$7.9M
115,001
+1398%
增持
MA
MASTERCARD INCORPORATED
+$7.8M
23,855
+331%
增持
JNJ
JOHNSON & JOHNSON
+$7.6M
109,791
+106%
增持
WMT
WALMART INC
+$7.5M
169,750
+157%
增持
IJH
ISHARES TR
+$7.3M
571,710
+34%
增持
AGG
ISHARES TR
+$7.3M
157,166
+97%
建仓
BXMT
BLACKSTONE MTG TR INC
+$7.0M
407,643
增持
ADBE
ADOBE INC
+$6.9M
16,321
+268%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$6.7M
42,036
+972%
增持
IVE
ISHARES TR
+$6.6M
106,084
+57%
增持
MRK
MERCK & CO INC
+$6.5M
104,717
+101%
增持
—
ASML HOLDING N V
+$6.5M
6,749
+1208%
增持
QCOM
QUALCOMM INC
+$6.4M
38,694
+375%
增持
ABT
ABBOTT LABS
+$6.3M
92,039
+231%
增持
RTX
RTX CORPORATION
+$6.3M
105,019
+145%
增持
VBK
VANGUARD INDEX FDS
-$6.1M
507,128
+0%
增持
EEM
ISHARES TR
+$6.1M
324,467
+71%
增持
NVO
NOVO-NORDISK A S
+$6.0M
44,738
+1133%
增持
CVX
CHEVRON CORP NEW
+$6.0M
103,599
+60%
增持
INTU
INTUIT
+$5.9M
9,988
+944%
增持
—
LINDE PLC
+$5.8M
14,808
+1233%
增持
NOW
SERVICENOW INC
+$5.7M
7,983
+917%
增持
HD
HOME DEPOT INC
+$5.7M
84,467
+42%
增持
PEP
PEPSICO INC
+$5.7M
70,176
+112%
增持
ENPH
ENPHASE ENERGY INC
-$5.6M
244,463
+1%
增持
KO
COCA COLA CO
+$5.6M
173,200
+97%
增持
IXUS
ISHARES TR
+$5.5M
257,174
+47%
增持
MINT
PIMCO ETF TR
+$5.5M
103,006
+116%
增持
SHEL
SHELL PLC
+$4.9M
76,319
+699%
增持
UBER
UBER TECHNOLOGIES INC
+$4.9M
83,736
+502%
增持
ISRG
INTUITIVE SURGICAL INC
+$4.9M
13,149
+506%
增持
SNPE
DBX ETF TR
+$4.8M
125,943
+306%
增持
THO
THOR INDS INC
-$4.8M
312,471
+9%
增持
—
ACCENTURE PLC IRELAND
+$4.8M
19,031
+578%
建仓
SAP
SAP SE
+$4.6M
23,286
增持
NEE
NEXTERA ENERGY INC
+$4.6M
98,096
+177%
增持
COF
CAPITAL ONE FINL CORP
+$4.6M
36,003
+1173%
增持
CMCSA
COMCAST CORP NEW
+$4.5M
162,571
+317%
增持
CRM
SALESFORCE INC
+$4.5M
45,969
+91%
建仓
CLMB
CLIMB GLOBAL SOLUTIONS INC
+$4.5M
72,639
增持
HON
HONEYWELL INTL INC
+$4.4M
28,989
+255%
增持
GS
GOLDMAN SACHS GROUP INC
+$4.4M
11,694
+397%
增持
QUAL
ISHARES TR
+$4.4M
239,955
+8%
增持
AMD
ADVANCED MICRO DEVICES INC
+$4.4M
39,281
+293%
增持
GE
GE AEROSPACE
+$4.4M
37,990
+307%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$4.4M
1,520,316
+8%
增持
—
EATON CORP PLC
+$4.3M
17,749
+353%
增持
TXN
TEXAS INSTRS INC
+$4.3M
27,758
+328%
建仓
CPNG
COUPANG INC
+$4.2M
197,991
增持
BIL
SPDR SER TR
+$4.1M
47,611
+1944%
增持
IWD
ISHARES TR
+$4.1M
375,758
+10%
增持
DHR
DANAHER CORPORATION
+$4.1M
19,608
+584%
增持
MCD
MCDONALDS CORP
+$4.1M
41,875
+84%
增持
BSV
VANGUARD BD INDEX FDS
+$4.1M
77,924
+216%
增持
BKNG
BOOKING HOLDINGS INC
+$4.0M
1,308
+339%
增持
MS
MORGAN STANLEY
+$4.0M
45,686
+757%
增持
AMAT
APPLIED MATLS INC
+$4.0M
24,749
+171%
增持
VYM
VANGUARD WHITEHALL FDS
+$4.0M
59,263
+135%
建仓
SPGI
S&P GLOBAL INC
+$3.9M
8,813
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$3.9M
10,570
+230%
增持
AMGN
AMGEN INC
+$3.9M
16,064
+303%
增持
SYK
STRYKER CORPORATION
+$3.8M
17,144
+210%
增持
TJX
TJX COS INC NEW
+$3.7M
35,625
+1562%
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$3.7M
59,411
增持
FDX
FEDEX CORP
+$3.6M
16,891
+249%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$3.6M
80,300
+143%
增持
—
ASTRAZENECA PLC
+$3.5M
47,885
+1456%
增持
COP
CONOCOPHILLIPS
+$3.5M
46,270
+222%
增持
PANW
PALO ALTO NETWORKS INC
+$3.4M
11,599
+504%
增持
DE
DEERE & CO
+$3.4M
20,676
+123%
增持
—
LAM RESEARCH CORP
+$3.4M
3,628
+670%
增持
OXY
OCCIDENTAL PETE CORP
+$3.4M
58,129
+1212%
建仓
MRSH
MARSH & MCLENNAN COS INC
+$3.3M
15,731
增持
CSCO
CISCO SYS INC
+$3.3M
170,927
+77%
增持
—
TRANE TECHNOLOGIES PLC
+$3.3M
13,139
+313%
增持
DFUS
DIMENSIONAL ETF TRUST
+$3.2M
1,033,858
+2%
增持
IWM
ISHARES TR
+$3.2M
116,468
+21%
增持
MAR
MARRIOTT INTL INC NEW
+$3.2M
29,328
+92%
增持
CAT
CATERPILLAR INC
+$3.2M
25,241
+80%
增持
UNP
UNION PAC CORP
+$3.1M
37,667
+73%
增持
—
BLACKROCK INC
+$3.1M
4,894
+478%
增持
PM
PHILIP MORRIS INTL INC
+$3.1M
50,356
+127%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$3.1M
84
+11%
增持
MET
METLIFE INC
+$3.0M
58,222
+321%
增持
T
AT&T INC
+$3.0M
248,704
+160%
增持
TMUS
T-MOBILE US INC
+$3.0M
18,288
+1083%
增持
PGR
PROGRESSIVE CORP
+$3.0M
22,859
+167%
增持
ADI
ANALOG DEVICES INC
+$3.0M
17,417
+264%
增持
FISV
FISERV INC
+$3.0M
148,543
+26%
建仓
—
NXP SEMICONDUCTORS N V
+$3.0M
11,137
增持
REGN
REGENERON PHARMACEUTICALS
+$3.0M
3,785
+249%
增持
LOW
LOWES COS INC
+$3.0M
30,802
+116%
增持
CI
THE CIGNA GROUP
+$2.9M
10,806
+566%
建仓
BBJP
J P MORGAN EXCHANGE TRADED F
+$2.8M
50,619
增持
QQEW
FIRST TR NAS100 EQ WEIGHTED
+$2.8M
36,362
+176%
建仓
—
ARCH CAP GROUP LTD
+$2.8M
27,842
建仓
FNB
F N B CORP
+$2.8M
205,132
增持
VO
VANGUARD INDEX FDS
+$2.8M
48,031
+37%
建仓
SNY
SANOFI
+$2.8M
55,974
增持
MU
MICRON TECHNOLOGY INC
+$2.8M
26,763
+310%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$2.7M
4,551
+170%
增持
MGK
VANGUARD WORLD FD
+$2.7M
26,539
+33%
增持
HLN
HALEON PLC
+$2.7M
337,086
+2597%
增持
—
CHUBB LIMITED
+$2.7M
12,353
+594%
增持
FCX
FREEPORT-MCMORAN INC
+$2.7M
59,900
+1179%
增持
VZ
VERIZON COMMUNICATIONS INC
+$2.6M
169,193
+58%
建仓
—
JOHNSON CTLS INTL PLC
+$2.5M
38,762
增持
AXP
AMERICAN EXPRESS CO
+$2.5M
15,575
+222%
增持
KLAC
KLA CORP
+$2.5M
6,243
+63%
