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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 4
增持 39
减持 103
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
VUG
VANGUARD INDEX FDS
-$52.5M
1,023,943
-3%
增持
BND
VANGUARD BD INDEX FDS
+$38.3M
952,977
+116%
减持
AAPL
APPLE INC
-$38.2M
926,612
-5%
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
IWF
ISHARES TR
-$35.9M
654,674
-3%
减持
NVDA
NVIDIA CORPORATION
-$30.6M
864,215
-5%
减持
MSFT
MICROSOFT CORP
-$24.7M
298,662
-8%
增持
IEFA
ISHARES TR
+$22.8M
1,400,119
+18%
减持
VBK
VANGUARD INDEX FDS
-$21.1M
512,280
-4%
减持
VBR
VANGUARD INDEX FDS
-$15.4M
792,246
-4%
减持
AMZN
AMAZON COM INC
-$15.2M
349,537
-6%
减持
TSLA
TESLA INC
-$13.0M
81,272
-2%
减持
DFUV
DIMENSIONAL ETF TRUST
-$11.4M
1,592,768
-15%
减持
GOOGL
ALPHABET INC
-$11.1M
237,899
-5%
减持
GOOG
ALPHABET INC
-$10.3M
198,393
-8%
增持
SPY
SPDR S&P 500 ETF TR
-$9.3M
354,845
+166%
减持
BAC
BANK AMERICA CORP
-$9.2M
2,477,929
-3%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$9.0M
82
-1%
减持
IVV
ISHARES TR
-$8.6M
138,310
-6%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$8.6M
2,860,469
-9%
减持
FENI
FIDELITY COVINGTON TRUST
-$8.5M
69,864
-82%
减持
SPAB
SPDR SER TR
-$8.2M
756,469
-31%
减持
VTI
VANGUARD INDEX FDS
-$8.1M
205,867
-8%
减持
SCHG
SCHWAB STRATEGIC TR
-$7.9M
163,353
-62%
增持
AVGO
BROADCOM INC
-$7.8M
148,645
+7%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$7.5M
105,220
-2%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$7.5M
196,734
-43%
减持
VB
VANGUARD INDEX FDS
-$7.0M
239,696
-9%
增持
THO
THOR INDS INC
-$6.9M
358,211
+0%
减持
SCHX
SCHWAB STRATEGIC TR
-$6.8M
2,188,744
-8%
增持
EFG
ISHARES TR
+$6.8M
247,342
+33%
减持
GVI
ISHARES TR
-$6.3M
61,460
-50%
减持
IVW
ISHARES TR
-$6.0M
478,525
-4%
减持
IJH
ISHARES TR
-$5.6M
476,738
-11%
减持
QQQ
INVESCO QQQ TR
-$5.5M
53,162
-10%
减持
IGSB
ISHARES TR
-$5.4M
207,624
-34%
减持
DFAT
DIMENSIONAL ETF TRUST
-$5.2M
429,481
-12%
减持
IWB
ISHARES TR
-$4.9M
154,363
-5%
减持
ORCL
ORACLE CORP
-$4.9M
85,264
-15%
减持
VDE
VANGUARD WORLD FD
-$4.5M
8,841
-81%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$4.5M
204,545
+64%
减持
PM
PHILIP MORRIS INTL INC
+$4.3M
125,319
-4%
增持
ABBV
ABBVIE INC
+$4.3M
108,163
+4%
减持
QUAL
ISHARES TR
-$4.2M
218,776
-6%
减持
GM
GENERAL MTRS CO
-$4.2M
30,753
-71%
增持
TZA
DIREXION SHS ETF TR
+$4.2M
298,751
+301%
减持
DFAS
DIMENSIONAL ETF TRUST
-$4.1M
416,271
-7%
减持
VTV
VANGUARD INDEX FDS
+$4.0M
2,143,783
-1%
减持
IWN
ISHARES TR
-$3.8M
230,968
-2%
减持
DFUS
DIMENSIONAL ETF TRUST
-$3.7M
1,019,555
-1%
增持
BX
BLACKSTONE INC
-$3.7M
135,109
+3%
增持
JNJ
JOHNSON & JOHNSON
+$3.6M
134,405
+4%
增持
IWO
ISHARES TR
-$3.6M
111,823
+0%
增持
IWM
ISHARES TR
-$3.5M
153,111
+32%
增持
IWD
ISHARES TR
+$3.5M
400,743
+3%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$3.4M
114,923
-28%
减持
NOW
SERVICENOW INC
-$3.3M
7,944
-12%
减持
AGG
ISHARES TR
-$3.3M
171,119
-18%
减持
DGRW
WISDOMTREE TR
-$3.2M
14,894
-72%
减持
SCHC
SCHWAB STRATEGIC TR
-$3.2M
796,529
-14%
减持
BSV
VANGUARD BD INDEX FDS
-$3.0M
154,772
-21%
减持
META
META PLATFORMS INC
-$2.9M
82,170
-4%
减持
ADBE
ADOBE INC
-$2.8M
12,562
-27%
增持
CRM
SALESFORCE INC
-$2.8M
47,513
+3%
增持
ALRS
ALERUS FINL CORP
+$2.7M
285,815
+112%
减持
DIS
DISNEY WALT CO
-$2.7M
98,313
-12%
减持
VGT
VANGUARD WORLD FD
-$2.6M
9,212
-24%
减持
—
ACCENTURE PLC IRELAND
-$2.5M
19,471
-21%
减持
UPS
UNITED PARCEL SERVICE INC
-$2.5M
151,428
-0%
减持
CVX
CHEVRON CORP NEW
+$2.5M
131,457
-3%
减持
HD
HOME DEPOT INC
-$2.4M
84,545
-2%
增持
IEMG
ISHARES INC
+$2.4M
984,172
+1%
减持
VIGI
VANGUARD WHITEHALL FDS
-$2.4M
264,512
-13%
减持
ITOT
ISHARES TR
-$2.4M
95,039
-12%
减持
NVO
NOVO-NORDISK A S
-$2.3M
123,028
-4%
减持
ESGU
ISHARES TR
-$2.2M
152,475
-6%
减持
CLMB
CLIMB GLOBAL SOLUTIONS INC
-$2.2M
67,896
-12%
减持
EFA
ISHARES TR
+$2.2M
529,583
-3%
减持
WFC
WELLS FARGO CO NEW
-$2.2M
232,688
-13%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$2.2M
1,394,581
-9%
减持
MRK
MERCK & CO INC
-$2.1M
128,446
-7%
减持
—
EXXON MOBIL CORP
+$1.9M
166,697
-1%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.9M
34,377
-12%
减持
DHR
DANAHER CORPORATION
-$1.9M
15,143
-30%
减持
ENPH
ENPHASE ENERGY INC
-$1.9M
270,694
-0%
增持
LLY
ELI LILLY & CO
+$1.8M
28,956
+1%
增持
GE
GE AEROSPACE
+$1.8M
51,970
+1%
减持
GOVT
ISHARES TR
-$1.7M
68,503
-53%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$1.7M
133,863
+46%
减持
OEF
ISHARES TR
-$1.7M
21,657
-17%
减持
PH
PARKER-HANNIFIN CORP
-$1.6M
5,496
-29%
增持
IEF
ISHARES TR
+$1.6M
31,165
+112%
建仓
HIMU
BLACKROCK ETF TRUST II
+$1.6M
32,086
增持
SPDW
SPDR INDEX SHS FDS
+$1.6M
108,934
+54%
减持
DFIV
DIMENSIONAL ETF TRUST
-$1.5M
1,620,289
-12%
减持
KO
COCA COLA CO
+$1.5M
268,360
-7%
增持
T
AT&T INC
+$1.5M
260,398
+1%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$1.5M
11,343
-17%
减持
ZTS
ZOETIS INC
-$1.5M
19,107
-33%
增持
—
HERZFELD CARIBBEAN BASIN FD
+$1.5M
579,176
+1597%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$1.4M
37,154
-3%
减持
MAR
MARRIOTT INTL INC NEW
-$1.4M
28,870
-3%
增持
PAYX
PAYCHEX INC
+$1.4M
22,400
+55%
减持
FDX
FEDEX CORP
-$1.4M
15,935
-16%
减持
CAT
CATERPILLAR INC
-$1.4M
25,641
-6%
增持
UBER
UBER TECHNOLOGIES INC
+$1.4M
61,370
+21%
减持
INTU
INTUIT
-$1.4M
8,729
-18%
减持
MGK
VANGUARD WORLD FD
-$1.4M
23,535
-6%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$1.4M
350,791
-1%
增持
CME
CME GROUP INC
+$1.4M
11,024
+66%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$1.3M
54,338
+576%
清仓
EMNT
PIMCO ETF TR
-$1.3M
0
-100%
减持
—
EATON CORP PLC
-$1.3M
18,660
-3%
增持
DRI
DARDEN RESTAURANTS INC
+$1.3M
16,248
+46%
增持
SHEL
SHELL PLC
+$1.3M
94,552
+4%
清仓
—
WIX COM LTD
-$1.3M
0
-100%
减持
MA
MASTERCARD INCORPORATED
-$1.2M
22,642
-13%
减持
SCHF
SCHWAB STRATEGIC TR
+$1.2M
3,037,697
-4%
增持
GLD
SPDR GOLD TR
+$1.2M
19,169
+8%
增持
—
ASML HOLDING N V
+$1.2M
9,552
+31%
减持
ANET
ARISTA NETWORKS INC
-$1.2M
21,020
-17%
增持
SGOL
ETFS GOLD TR
+$1.2M
133,428
+19%
清仓
XRLX
FUNDX INVT TR
-$1.2M
0
-100%
减持
SCHW
SCHWAB CHARLES CORP
-$1.2M
101,522
-18%
增持
ORI
OLD REP INTL CORP
+$1.2M
36,185
+447%
减持
WMT
WALMART INC
-$1.2M
174,085
-4%
建仓
PYLD
PIMCO ETF TR
+$1.2M
43,889
增持
TTD
THE TRADE DESK INC
-$1.1M
21,901
+10%
减持
MCD
MCDONALDS CORP
+$1.1M
57,561
-1%
减持
CVS
CVS HEALTH CORP
+$1.1M
59,131
-9%
减持
USRT
ISHARES TR
-$1.1M
552,523
-4%
减持
BKNG
BOOKING HOLDINGS INC
-$1.1M
1,379
-8%
减持
—
NXP SEMICONDUCTORS N V
-$1.1M
5,382
-47%
增持
LAMR
LAMAR ADVERTISING CO NEW
+$1.1M
12,882
+297%
减持
PEP
PEPSICO INC
-$1.1M
86,356
-6%
增持
SNA
SNAP ON INC
+$1.1M
7,218
+78%
建仓
EIC
EAGLE POINT INCOME COMPANY I
+$1.1M
70,340
减持
SCHB
SCHWAB STRATEGIC TR
-$1.0M
68,762
-18%
减持
ABT
ABBOTT LABS
+$1.0M
108,775
-8%
减持
DSI
ISHARES TR
-$1.0M
65,381
-7%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.0M
47,448
-3%
增持
VONE
VANGUARD SCOTTSDALE FDS
+$1.0M
50,269
+14%
减持
MRVL
MARVELL TECHNOLOGY INC
-$1.0M
12,968
-20%
减持
HON
HONEYWELL INTL INC
-$1.0M
25,058
-10%
建仓
PDI
PIMCO DYNAMIC INCOME FD
+$1.0M
50,001
减持
STT
STATE STR CORP
-$994.9K
24,972
-24%
清仓
GIL
GILDAN ACTIVEWEAR INC
-$986.6K
0
-100%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$982.2K
67,240
-7%
减持
XLK
SELECT SECTOR SPDR TR
-$979.9K
15,788
-13%
增持
MKL
MARKEL GROUP INC
+$979.7K
1,393
+48%
减持
MMM
3M CO
+$978.6K
68,586
-3%
