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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 7
增持 116
减持 22
清仓 5
方向
标的
Δ市值
现股数(环比)
建仓
MTSI
MACOM TECH SOLUTIONS HLDGS I
+$64.2M
600,230
增持
IVV
ISHARES TR
+$48.0M
216,599
+57%
增持
VTV
VANGUARD INDEX FDS
+$43.4M
2,108,681
+4%
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
MUB
ISHARES TR
+$24.7M
432,385
+105%
增持
IEFA
ISHARES TR
+$20.7M
1,217,845
+20%
增持
META
META PLATFORMS INC
+$17.9M
88,611
+35%
增持
GE
GE AEROSPACE
+$16.6M
121,731
+220%
增持
AAPL
APPLE INC
+$15.6M
900,678
+4%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$15.1M
2,957,167
+2%
减持
VBR
VANGUARD INDEX FDS
+$15.0M
847,549
-0%
增持
IJH
ISHARES TR
+$13.5M
753,790
+32%
增持
—
EXXON MOBIL CORP
+$11.4M
251,464
+54%
增持
C
CITIGROUP INC
+$11.0M
209,554
+577%
增持
PNC
PNC FINL SVCS GROUP INC
+$9.6M
67,262
+320%
增持
MU
MICRON TECHNOLOGY INC
+$9.4M
128,961
+382%
增持
EMXC
ISHARES INC
+$9.2M
276,453
+116%
增持
VUG
VANGUARD INDEX FDS
+$9.0M
1,056,838
+2%
增持
VBK
VANGUARD INDEX FDS
+$8.5M
507,869
+0%
增持
MS
MORGAN STANLEY
+$8.3M
122,666
+168%
增持
IJR
ISHARES TR
+$7.9M
153,581
+66%
增持
IWD
ISHARES TR
+$7.4M
383,542
+2%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$7.3M
229,813
+96%
建仓
FLG
NEW YORK CMNTY BANCORP INC
+$7.1M
661,969
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$7.0M
105,302
+4%
增持
VZ
VERIZON COMMUNICATIONS INC
+$5.9M
287,067
+70%
减持
HD
HOME DEPOT INC
+$5.9M
83,877
-1%
增持
FCX
FREEPORT-MCMORAN INC
+$5.8M
171,833
+187%
减持
THO
THOR INDS INC
+$5.5M
311,014
-0%
增持
TSLA
TESLA INC
+$5.3M
91,609
+4%
增持
IEMG
ISHARES INC
+$5.1M
943,354
+3%
增持
FISV
FISERV INC
+$5.1M
148,737
+0%
增持
VNQ
VANGUARD INDEX FDS
+$5.1M
95,448
+90%
增持
UNH
UNITEDHEALTH GROUP INC
+$4.8M
36,072
+10%
增持
DFUV
DIMENSIONAL ETF TRUST
+$4.7M
1,903,191
+0%
增持
JPM
JPMORGAN CHASE & CO.
+$4.7M
166,026
+15%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$4.6M
356,256
-1%
减持
USRT
ISHARES TR
+$4.4M
565,913
-1%
增持
VTI
VANGUARD INDEX FDS
+$4.4M
198,294
+4%
增持
SPY
SPDR S&P 500 ETF TR
+$4.3M
132,061
+2%
增持
DFIV
DIMENSIONAL ETF TRUST
+$4.3M
1,762,156
+2%
增持
SUB
ISHARES TR
+$4.1M
48,248
+382%
增持
IWM
ISHARES TR
+$4.0M
126,008
+8%
清仓
—
LAM RESEARCH CORP
-$3.8M
0
-100%
清仓
—
BLACKROCK INC
-$3.8M
0
-100%
增持
F
FORD MTR CO
+$3.8M
467,764
+395%
增持
GEV
GE VERNOVA INC
+$3.8M
19,676
+171%
增持
VO
VANGUARD INDEX FDS
+$3.8M
58,434
+22%
增持
WFC
WELLS FARGO CO NEW
+$3.7M
429,962
+28%
增持
IWF
ISHARES TR
+$3.7M
501,175
+1%
增持
ORCL
ORACLE CORP
+$3.7M
95,071
+11%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$3.6M
1,502,108
-1%
建仓
SMTC
SEMTECH CORP
+$3.5M
83,637
增持
SCHD
SCHWAB STRATEGIC TR
+$3.4M
151,506
+25%
减持
ENPH
ENPHASE ENERGY INC
+$3.3M
243,842
-0%
增持
WMT
WALMART INC
+$3.3M
181,181
+7%
增持
VB
VANGUARD INDEX FDS
+$3.2M
237,683
+2%
增持
IWN
ISHARES TR
+$3.2M
228,592
+0%
建仓
ABR
ARBOR REALTY TRUST INC
+$3.2M
205,190
增持
RTX
RTX CORPORATION
+$3.2M
109,489
+4%
增持
MSFT
MICROSOFT CORP
+$3.1M
321,891
+11%
增持
NVDA
NVIDIA CORPORATION
+$3.1M
959,011
+9%
增持
MMM
3M CO
+$3.0M
69,931
+8%
增持
KO
COCA COLA CO
+$3.0M
195,083
+13%
增持
ABBV
ABBVIE INC
+$3.0M
82,956
+6%
增持
EFA
ISHARES TR
+$2.9M
549,620
+1%
增持
PG
PROCTER AND GAMBLE CO
+$2.8M
127,454
+8%
增持
IWO
ISHARES TR
+$2.8M
110,776
+2%
增持
CLMB
CLIMB GLOBAL SOLUTIONS INC
+$2.7M
74,826
+3%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$2.7M
50,661
+6%
增持
T
AT&T INC
+$2.7M
335,814
+35%
增持
LUMN
LUMEN TECHNOLOGIES INC
+$2.7M
449,179
+59%
增持
MA
MASTERCARD INCORPORATED
+$2.6M
26,354
+10%
增持
JNJ
JOHNSON & JOHNSON
+$2.5M
114,961
+5%
增持
SCZ
ISHARES TR
+$2.5M
406,688
+1%
增持
LMT
LOCKHEED MARTIN CORP
+$2.4M
14,441
+7%
增持
CAT
CATERPILLAR INC
+$2.4M
27,416
+9%
增持
AVGO
BROADCOM INC
+$2.4M
147,943
+985%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$2.4M
46,552
+3%
增持
VONE
VANGUARD SCOTTSDALE FDS
+$2.3M
37,906
+26%
减持
DFUS
DIMENSIONAL ETF TRUST
+$2.3M
1,027,277
-1%
减持
SCHC
SCHWAB STRATEGIC TR
+$2.3M
874,239
-1%
增持
VV
VANGUARD INDEX FDS
+$2.2M
93,622
+6%
减持
SCHF
SCHWAB STRATEGIC TR
+$2.2M
1,770,151
-2%
增持
CSCO
CISCO SYS INC
+$2.1M
194,441
+14%
增持
GOOGL
ALPHABET INC
-$2.1M
275,540
+5%
增持
NEE
NEXTERA ENERGY INC
+$2.1M
105,214
+7%
增持
DGRO
ISHARES TR
+$2.1M
306,126
+3%
增持
CAG
CONAGRA BRANDS INC
+$2.1M
75,546
+412%
增持
LOW
LOWES COS INC
+$2.0M
31,454
+2%
增持
BND
VANGUARD BD INDEX FDS
+$2.0M
361,012
+3%
减持
DFAS
DIMENSIONAL ETF TRUST
+$1.9M
448,839
-0%
增持
BAC
BANK AMERICA CORP
+$1.9M
2,732,196
+4%
减持
TFC
TRUIST FINL CORP
-$1.9M
177,433
-25%
减持
IWB
ISHARES TR
+$1.9M
163,653
-1%
增持
APD
AIR PRODS & CHEMS INC
+$1.8M
17,164
+35%
减持
MCD
MCDONALDS CORP
+$1.8M
40,385
-4%
增持
VIGI
VANGUARD WHITEHALL FDS
+$1.7M
241,111
+0%
增持
V
VISA INC
+$1.7M
69,115
+4%
增持
—
ACCENTURE PLC IRELAND
+$1.6M
21,043
+11%
增持
PH
PARKER-HANNIFIN CORP
+$1.6M
7,314
+22%
增持
SBUX
STARBUCKS CORP
+$1.6M
59,654
+9%
减持
IVE
ISHARES TR
+$1.6M
105,658
-0%
增持
CARR
CARRIER GLOBAL CORPORATION
+$1.6M
63,396
+13%
建仓
—
TE CONNECTIVITY PLC
+$1.5M
10,281
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$1.5M
11,797
+12%
增持
—
LINDE PLC
+$1.5M
16,554
+12%
增持
GILD
GILEAD SCIENCES INC
+$1.5M
54,667
+20%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$1.4M
75,207
+13%
增持
LLY
ELI LILLY & CO
+$1.4M
30,486
+9%
减持
DFAT
DIMENSIONAL ETF TRUST
+$1.4M
503,211
-1%
减持
USMV
ISHARES TR
+$1.4M
295,823
-3%
增持
CMCSA
COMCAST CORP NEW
+$1.4M
183,036
+13%
增持
AMZN
AMAZON COM INC
+$1.4M
382,429
+8%
增持
MET
METLIFE INC
+$1.4M
66,544
+14%
清仓
—
TE CONNECTIVITY LTD
-$1.4M
0
-100%
增持
NOW
SERVICENOW INC
+$1.3M
8,811
+10%
增持
SNY
SANOFI
+$1.3M
71,807
+28%
清仓
—
FERGUSON PLC NEW
-$1.3M
0
-100%
清仓
—
CATALENT INC
-$1.3M
0
-100%
增持
APG
API GROUP CORP
+$1.3M
100,153
+89%
减持
TZA
DIREXION SHS ETF TR
-$1.3M
74,418
-40%
增持
PGR
PROGRESSIVE CORP
+$1.3M
23,949
+5%
增持
DHI
D R HORTON INC
+$1.3M
20,185
+7%
增持
AMD
ADVANCED MICRO DEVICES INC
+$1.3M
46,993
+20%
增持
NFLX
NETFLIX INC
+$1.3M
21,749
+4%
增持
PFE
PFIZER INC
+$1.3M
225,187
+23%
增持
SE
SEA LTD
+$1.3M
16,535
+233%
增持
TMUS
T-MOBILE US INC
+$1.3M
21,980
+20%
增持
GS
GOLDMAN SACHS GROUP INC
+$1.2M
13,578
+16%
增持
AGG
ISHARES TR
+$1.2M
161,434
+3%
增持
CRM
SALESFORCE INC
+$1.2M
47,931
+4%
增持
SSD
SIMPSON MFG INC
+$1.2M
43,743
+1%
增持
AXP
AMERICAN EXPRESS CO
+$1.2M
18,035
+16%
增持
CEG
CONSTELLATION ENERGY CORP
+$1.2M
74,590
+1077%
增持
IAU
ISHARES GOLD TR
+$1.2M
117,202
+10%
减持
BXMT
BLACKSTONE MTG TR INC
-$1.2M
307,722
-25%
增持
—
TRANE TECHNOLOGIES PLC
+$1.2M
13,938
+6%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$1.1M
4,974
+9%
减持
QUAL
ISHARES TR
+$1.1M
235,989
-2%
增持
UNP
UNION PAC CORP
+$1.1M
39,141
+4%
建仓
FERG
FERGUSON ENTERPRISES INC
+$1.1M
5,652
增持
PM
PHILIP MORRIS INTL INC
+$1.1M
50,914
+1%
减持
SCHX
SCHWAB STRATEGIC TR
-$1.1M
807,109
-6%
增持
CME
CME GROUP INC
+$1.1M
10,095
+65%
增持
NOC
NORTHROP GRUMMAN CORP
+$1.1M
5,528
+25%
增持
—
EATON CORP PLC
+$1.1M
20,162
+14%
建仓
CBOE
CBOE GLOBAL MKTS INC
+$1.0M
4,996
增持
—
ASML HOLDING N V
-$1.0M
7,216
+7%
减持
YOU
CLEAR SECURE INC
-$1.0M
6,104
-91%
增持
IWR
ISHARES TR
+$1.0M
63,975
+12%
