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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 8
增持 71
减持 62
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
IWF
ISHARES TR
+$86.7M
676,064
+35%
清仓
MTSI
MACOM TECH SOLUTIONS HLDGS I
-$64.2M
0
-100%
增持
AAPL
APPLE INC
+$40.2M
970,615
+8%
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。
减持
IVV
ISHARES TR
-$37.4M
146,565
-32%
减持
VUG
VANGUARD INDEX FDS
+$31.6M
1,054,033
-0%
增持
VOO
VANGUARD INDEX FDS
+$29.8M
146,658
+55%
减持
MUB
ISHARES TR
-$23.0M
225,974
-48%
增持
SCHD
SCHWAB STRATEGIC TR
+$17.0M
1,091,745
+621%
建仓
IGSB
ISHARES TR
+$16.2M
314,034
增持
VBK
VANGUARD INDEX FDS
+$15.7M
535,846
+6%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$14.8M
344,256
+566%
减持
GE
GE AEROSPACE
-$14.0M
51,421
-58%
减持
IJH
ISHARES TR
-$13.2M
535,717
-29%
增持
SPAB
SPDR SER TR
+$13.0M
1,098,140
+98%
建仓
GVI
ISHARES TR
+$12.8M
122,920
减持
—
EXXON MOBIL CORP
-$12.2M
168,423
-33%
减持
NVDA
NVIDIA CORPORATION
+$12.1M
912,832
-5%
减持
IEFA
ISHARES TR
-$11.2M
1,182,831
-3%
减持
AMZN
AMAZON COM INC
+$10.9M
370,191
-3%
减持
MU
MICRON TECHNOLOGY INC
-$10.6M
26,902
-79%
增持
SCHF
SCHWAB STRATEGIC TR
-$10.6M
3,178,300
+80%
建仓
FENI
FIDELITY COVINGTON TRUST
+$10.6M
384,302
减持
EMXC
ISHARES INC
-$10.4M
114,546
-59%
减持
TSLA
TESLA INC
+$10.4M
82,617
-10%
增持
EFG
ISHARES TR
+$10.3M
185,293
+160%
增持
PM
PHILIP MORRIS INTL INC
+$9.5M
130,873
+157%
增持
VTI
VANGUARD INDEX FDS
+$9.0M
222,986
+12%
增持
BSV
VANGUARD BD INDEX FDS
+$8.7M
195,006
+143%
增持
ENPH
ENPHASE ENERGY INC
-$8.5M
271,709
+11%
减持
PNC
PNC FINL SVCS GROUP INC
-$8.0M
21,355
-68%
减持
AVGO
BROADCOM INC
+$7.9M
139,168
-6%
减持
C
CITIGROUP INC
-$7.9M
72,208
-66%
增持
SCHG
SCHWAB STRATEGIC TR
+$7.7M
426,123
+923%
减持
FCX
FREEPORT-MCMORAN INC
-$7.6M
26,531
-85%
增持
JPM
JPMORGAN CHASE & CO.
+$7.6M
175,435
+6%
增持
SPGI
S&P GLOBAL INC
+$7.5M
24,612
+163%
减持
MS
MORGAN STANLEY
-$7.3M
44,105
-64%
清仓
FLG
NEW YORK CMNTY BANCORP INC
-$7.1M
0
-100%
建仓
BLK
BLACKROCK INC
+$7.1M
6,924
清仓
PDI
PIMCO DYNAMIC INCOME FD
-$7.0M
0
-100%
减持
IJR
ISHARES TR
-$6.7M
95,865
-38%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$6.4M
160,194
+108%
增持
V
VISA INC
+$6.3M
80,921
+17%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$5.8M
124,645
+436%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$5.7M
1,527,650
+2%
减持
VZ
VERIZON COMMUNICATIONS INC
-$5.7M
182,574
-36%
减持
VBR
VANGUARD INDEX FDS
-$5.7M
822,212
-3%
减持
BAC
BANK AMERICA CORP
+$5.3M
2,563,270
-6%
增持
NVO
NOVO-NORDISK A S
+$5.2M
127,964
+162%
增持
VB
VANGUARD INDEX FDS
+$5.2M
263,739
+11%
减持
WFC
WELLS FARGO CO NEW
-$5.0M
268,640
-38%
减持
LLY
ELI LILLY & CO
-$4.9M
28,551
-6%
减持
VV
VANGUARD INDEX FDS
-$4.8M
72,783
-22%
增持
VDE
VANGUARD WORLD FD
+$4.7M
47,168
+524%
增持
BND
VANGUARD BD INDEX FDS
+$4.7M
441,119
+22%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$4.6M
133,218
-42%
增持
MCD
MCDONALDS CORP
+$4.6M
58,128
+44%
减持
VNQ
VANGUARD INDEX FDS
-$4.6M
52,301
-45%
减持
EFA
ISHARES TR
-$4.5M
543,307
-1%
增持
DIS
DISNEY WALT CO
+$4.3M
111,349
+30%
减持
F
FORD MTR CO
-$4.3M
77,803
-83%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$4.1M
3,134,225
+6%
减持
SUB
ISHARES TR
-$4.0M
10,541
-78%
减持
NFLX
NETFLIX INC
+$3.9M
21,409
-2%
增持
AGG
ISHARES TR
+$3.8M
208,544
+29%
增持
KO
COCA COLA CO
+$3.8M
287,124
+47%
增持
IEMG
ISHARES INC
-$3.8M
970,845
+3%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$3.8M
57,312
+23%
增持
—
CHUBB LIMITED
+$3.7M
27,331
+110%
减持
SCZ
ISHARES TR
-$3.7M
390,194
-4%
减持
GOOG
ALPHABET INC
+$3.6M
215,324
-4%
增持
CVX
CHEVRON CORP NEW
+$3.5M
135,707
+27%
清仓
—
HMN FINL INC
-$3.5M
0
-100%
清仓
SMTC
SEMTECH CORP
-$3.5M
0
-100%
减持
UBER
UBER TECHNOLOGIES INC
-$3.4M
50,839
-42%
减持
FISV
FISERV INC
+$3.4M
147,572
-1%
增持
SPY
SPDR S&P 500 ETF TR
+$3.2M
133,593
+1%
减持
AMD
ADVANCED MICRO DEVICES INC
-$3.2M
35,381
-25%
清仓
ABR
ARBOR REALTY TRUST INC
-$3.2M
0
-100%
增持
MO
ALTRIA GROUP INC
+$3.2M
136,987
+79%
减持
IVW
ISHARES TR
+$3.2M
496,589
-1%
增持
VIGI
VANGUARD WHITEHALL FDS
+$3.1M
304,321
+26%
增持
DGRW
WISDOMTREE TR
+$3.1M
54,017
+239%
减持
IXUS
ISHARES TR
-$3.0M
229,787
-9%
减持
VYM
VANGUARD WHITEHALL FDS
-$3.0M
35,526
-40%
建仓
—
RENAISSANCERE HLDGS LTD
+$3.0M
12,010
增持
ABT
ABBOTT LABS
+$2.9M
118,585
+29%
建仓
ANET
ARISTA NETWORKS INC
+$2.8M
25,445
建仓
LRCX
LAM RESEARCH CORP
+$2.7M
35,630
建仓
ALRS
ALERUS FINL CORP
+$2.6M
134,770
减持
CRM
SALESFORCE INC
+$2.5M
46,336
-3%
增持
CLMB
CLIMB GLOBAL SOLUTIONS INC
+$2.5M
76,828
+3%
增持
TXN
TEXAS INSTRS INC
+$2.4M
47,104
+48%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$2.4M
54,606
+12%
增持
SGOL
ETFS GOLD TR
+$2.3M
111,716
+490%
增持
PEP
PEPSICO INC
+$2.3M
91,725
+34%
增持
BKNG
BOOKING HOLDINGS INC
+$2.2M
1,497
+17%
减持
INTC
INTEL CORP
-$2.2M
131,249
-43%
减持
DFUS
DIMENSIONAL ETF TRUST
+$2.1M
1,024,925
-0%
增持
AXP
AMERICAN EXPRESS CO
+$2.1M
23,305
+29%
减持
EEM
ISHARES TR
-$2.0M
304,356
-5%
清仓
TECK
TECK RESOURCES LTD
-$2.0M
0
-100%
增持
ABBV
ABBVIE INC
+$2.0M
103,894
+25%
增持
NOW
SERVICENOW INC
+$2.0M
9,038
+3%
增持
EMR
EMERSON ELEC CO
+$2.0M
41,744
+43%
减持
PFE
PFIZER INC
-$2.0M
169,328
-25%
减持
DFUV
DIMENSIONAL ETF TRUST
-$2.0M
1,882,153
-1%
增持
VONE
VANGUARD SCOTTSDALE FDS
+$2.0M
44,028
+16%
清仓
—
ARISTA NETWORKS INC
-$1.9M
0
-100%
增持
BSX
BOSTON SCIENTIFIC CORP
+$1.9M
50,592
+61%
减持
QQQ
INVESCO QQQ TR
+$1.9M
59,355
-0%
增持
SPDW
SPDR INDEX SHS FDS
+$1.9M
70,684
+380%
减持
GOOGL
ALPHABET INC
+$1.8M
251,379
-9%
增持
BIL
SPDR SER TR
+$1.8M
67,988
+43%
增持
MCK
MCKESSON CORP
+$1.8M
9,239
+34%
减持
IWM
ISHARES TR
-$1.8M
116,043
-8%
增持
SCHC
SCHWAB STRATEGIC TR
-$1.8M
925,088
+6%
增持
WMT
WALMART INC
+$1.8M
181,913
+0%
增持
BXP
BXP INC
+$1.7M
27,911
+479%
增持
USRT
ISHARES TR
-$1.7M
575,058
+2%
增持
SCHW
SCHWAB CHARLES CORP
+$1.6M
123,458
+5%
减持
NEE
NEXTERA ENERGY INC
-$1.6M
102,689
-2%
减持
REGN
REGENERON PHARMACEUTICALS
-$1.6M
3,714
-8%
减持
T
AT&T INC
-$1.6M
258,014
-23%
增持
VGT
VANGUARD WORLD FD
+$1.6M
12,115
+16%
增持
STT
STATE STR CORP
+$1.6M
32,880
+73%
减持
PG
PROCTER AND GAMBLE CO
-$1.5M
122,529
-4%
减持
AMAT
APPLIED MATLS INC
-$1.5M
24,156
-13%
减持
ELV
ELEVANCE HEALTH INC
-$1.5M
3,994
-31%
增持
SHOP
SHOPIFY INC
+$1.5M
33,770
+26%
减持
CVS
CVS HEALTH CORP
-$1.4M
65,050
-7%
增持
AJG
GALLAGHER ARTHUR J & CO
+$1.4M
17,813
+40%
增持
DFIV
DIMENSIONAL ETF TRUST
-$1.4M
1,841,039
+4%
增持
MDLZ
MONDELEZ INTL INC
+$1.4M
79,328
+75%
清仓
—
SCHWAB CHARLES FAMILY FD
-$1.4M
0
-100%
减持
MPC
MARATHON PETE CORP
-$1.4M
15,211
-27%
减持
MINT
PIMCO ETF TR
-$1.4M
98,127
-12%
增持
TJX
TJX COS INC NEW
+$1.4M
48,010
+26%
增持
SAP
SAP SE
+$1.4M
24,311
+17%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$1.4M
354,649
-0%
增持
CMI
CUMMINS INC
+$1.3M
10,268
+50%
增持
MSFT
MICROSOFT CORP
+$1.3M
322,963
+0%
增持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$1.3M
41,643
+71%
减持
UPS
UNITED PARCEL SERVICE INC
-$1.3M
151,789
-1%
减持
SNY
SANOFI
-$1.3M
58,444
-19%
增持
UNP
UNION PAC CORP
+$1.3M
47,833
+22%
减持
TFC
TRUIST FINL CORP
-$1.3M
141,170
-20%
增持
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$1.3M
23,145
+254%
减持
IWB
ISHARES TR
+$1.3M
162,151
-1%
减持
SBUX
STARBUCKS CORP
-$1.3M
50,034
-16%
