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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 6
增持 88
减持 54
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
VUG
VANGUARD INDEX FDS
+$74.9M
1,024,392
+0%
增持
NVDA
NVIDIA CORPORATION
+$46.9M
889,680
+3%
增持
MSFT
MICROSOFT CORP
+$44.5M
314,788
+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。
增持
IWF
ISHARES TR
+$43.1M
658,277
+1%
增持
BND
VANGUARD BD INDEX FDS
+$41.1M
1,479,230
+55%
增持
VOO
VANGUARD INDEX FDS
+$39.2M
208,832
+35%
增持
IEFA
ISHARES TR
+$38.4M
1,728,286
+23%
建仓
CGBD
CARLYLE SECURED LENDING INC
+$20.5M
1,458,028
减持
AAPL
APPLE INC
-$16.8M
921,480
-1%
增持
AMZN
AMAZON COM INC
+$16.2M
376,895
+8%
增持
AVGO
BROADCOM INC
+$16.1M
148,856
+0%
增持
META
META PLATFORMS INC
+$15.1M
84,663
+3%
增持
VBK
VANGUARD INDEX FDS
+$13.4M
513,229
+0%
减持
BAC
BANK AMERICA CORP
+$10.5M
2,407,713
-3%
增持
FENI
FIDELITY COVINGTON TRUST
+$10.4M
376,481
+439%
增持
SCHG
SCHWAB STRATEGIC TR
+$10.3M
491,814
+201%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$10.0M
2,757,780
-4%
增持
NFLX
NETFLIX INC
+$9.2M
20,922
+4%
增持
SPY
SPDR S&P 500 ETF TR
+$9.2M
357,716
+1%
增持
IVV
ISHARES TR
+$8.7M
139,195
+1%
减持
SCHX
SCHWAB STRATEGIC TR
-$8.7M
1,621,940
-26%
增持
JPM
JPMORGAN CHASE & CO.
+$8.7M
173,323
+2%
增持
IEMG
ISHARES INC
+$8.2M
1,021,283
+4%
减持
QUAL
ISHARES TR
-$8.0M
160,669
-27%
减持
VB
VANGUARD INDEX FDS
+$7.8M
178,520
-26%
增持
ORCL
ORACLE CORP
+$7.7M
89,851
+5%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$7.3M
1,371,357
-2%
增持
UNH
UNITEDHEALTH GROUP INC
-$7.2M
34,625
+1%
减持
FISV
FISERV INC
-$6.9M
136,746
-1%
减持
DFUV
DIMENSIONAL ETF TRUST
-$6.6M
1,395,734
-12%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$6.4M
81
-1%
减持
ENPH
ENPHASE ENERGY INC
-$6.1M
268,912
-1%
减持
DFUS
DIMENSIONAL ETF TRUST
+$6.0M
1,009,455
-1%
减持
VTI
VANGUARD INDEX FDS
+$5.5M
203,662
-1%
增持
PM
PHILIP MORRIS INTL INC
+$5.5M
139,225
+11%
增持
VIGI
VANGUARD WHITEHALL FDS
+$5.4M
303,781
+15%
增持
SCHD
SCHWAB STRATEGIC TR
+$5.3M
1,328,370
+24%
减持
SCHF
SCHWAB STRATEGIC TR
+$5.2M
2,859,928
-6%
减持
SCHC
SCHWAB STRATEGIC TR
+$4.9M
786,913
-1%
减持
GOOGL
ALPHABET INC
+$4.8M
236,123
-1%
减持
VBR
VANGUARD INDEX FDS
+$4.8M
777,889
-2%
增持
GOOG
ALPHABET INC
+$4.7M
200,988
+1%
增持
THO
THOR INDS INC
+$4.7M
358,411
+0%
减持
IVW
ISHARES TR
+$4.7M
445,816
-7%
减持
SPAB
SPDR SERIES TRUST
-$4.6M
574,164
-24%
减持
VTV
VANGUARD INDEX FDS
+$4.6M
2,109,740
-2%
增持
IWO
ISHARES TR
+$4.3M
114,836
+3%
增持
VDE
VANGUARD WORLD FD
+$4.2M
45,018
+409%
减持
QQQ
INVESCO QQQ TR
+$4.1M
52,615
-1%
增持
DIS
DISNEY WALT CO
+$4.1M
110,551
+12%
减持
USMV
ISHARES TR
-$4.0M
232,719
-16%
减持
TSLA
TESLA INC
+$4.0M
78,931
-3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$4.0M
107,135
+2%
增持
VONE
VANGUARD SCOTTSDALE FDS
+$4.0M
59,646
+19%
增持
MUB
ISHARES TR
+$3.9M
271,345
+17%
减持
AMLP
ALPS ETF TR
-$3.8M
415,086
-11%
增持
INTU
INTUIT
+$3.7M
11,528
+32%
减持
EFA
ISHARES TR
+$3.4M
522,233
-1%
增持
V
VISA INC
+$3.4M
82,299
+12%
增持
DGRW
WISDOMTREE TR
+$3.3M
53,978
+262%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$3.2M
58,907
+4%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$3.2M
41,284
+11%
增持
NOW
SERVICENOW INC
+$3.0M
9,036
+14%
减持
USRT
ISHARES TR
-$3.0M
510,497
-8%
增持
WMT
WALMART INC
+$2.9M
186,489
+7%
增持
CVX
CHEVRON CORP NEW
-$2.7M
134,624
+2%
增持
—
SPOTIFY TECHNOLOGY S A
+$2.7M
8,821
+20%
增持
COF
CAPITAL ONE FINL CORP
+$2.6M
39,582
+22%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$2.6M
348,451
-1%
增持
UBER
UBER TECHNOLOGIES INC
+$2.6M
75,319
+23%
建仓
JMTG
J P MORGAN EXCHANGE TRADED F
+$2.5M
50,552
增持
ABBV
ABBVIE INC
-$2.5M
108,650
+0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$2.5M
48,486
+2%
增持
SCHV
SCHWAB STRATEGIC TR
+$2.5M
100,916
+760%
增持
IWN
ISHARES TR
+$2.5M
236,711
+2%
建仓
DFAU
DIMENSIONAL ETF TRUST
+$2.4M
56,414
增持
GS
GOLDMAN SACHS GROUP INC
+$2.4M
12,304
+6%
减持
EFG
ISHARES TR
+$2.3M
241,126
-3%
减持
IWR
ISHARES TR
-$2.2M
46,767
-39%
增持
XLK
SELECT SECTOR SPDR TR
+$2.2M
21,702
+37%
增持
—
EATON CORP PLC
+$2.2M
20,423
+9%
增持
SCHW
SCHWAB CHARLES CORP
+$2.2M
111,256
+10%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$2.2M
126,626
-4%
减持
PDX
PIMCO DYNAMIC INCOME STRATEG
-$2.1M
119,893
-41%
减持
SCZ
ISHARES TR
+$2.0M
349,443
-5%
增持
MA
MASTERCARD INCORPORATED
+$2.0M
25,718
+14%
减持
OEF
ISHARES TR
-$2.0M
12,760
-41%
减持
BRO
BROWN & BROWN INC
-$2.0M
15,055
-48%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$1.9M
86,156
+9%
增持
XLF
SELECT SECTOR SPDR TR
+$1.9M
64,807
+119%
减持
DFAT
DIMENSIONAL ETF TRUST
-$1.9M
374,816
-13%
增持
VGT
VANGUARD WORLD FD
+$1.9M
10,348
+12%
减持
PGR
PROGRESSIVE CORP
-$1.9M
16,707
-25%
建仓
EFSI
EAGLE FINL SVCS INC
+$1.8M
60,400
增持
CPNG
COUPANG INC
+$1.7M
212,940
+0%
增持
C
CITIGROUP INC
+$1.7M
77,688
+13%
增持
WWD
WOODWARD INC
+$1.7M
21,812
+9%
减持
MRK
MERCK & CO INC
-$1.7M
124,709
-3%
增持
BX
BLACKSTONE INC
+$1.7M
137,462
+2%
增持
MS
MORGAN STANLEY
+$1.6M
51,155
+7%
增持
ABT
ABBOTT LABS
+$1.6M
117,925
+8%
增持
SCHB
SCHWAB STRATEGIC TR
+$1.6M
128,972
+88%
减持
SPTL
SPDR SERIES TRUST
-$1.6M
93,522
-37%
增持
TXN
TEXAS INSTRS INC
+$1.6M
51,558
+1%
减持
HWM
HOWMET AEROSPACE INC
+$1.5M
35,290
-9%
增持
—
ASML HOLDING N V
+$1.5M
9,787
+2%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$1.5M
49,886
+150%
增持
RTX
RTX CORPORATION
+$1.5M
100,138
+1%
减持
GE
GE AEROSPACE
+$1.5M
46,238
-11%
增持
VTWO
VANGUARD SCOTTSDALE FDS
+$1.5M
59,462
+29%
增持
STT
STATE STR CORP
+$1.4M
34,653
+39%
增持
BA
BOEING CO
+$1.4M
30,555
+5%
减持
UPS
UNITED PARCEL SERVICE INC
-$1.4M
150,935
-0%
减持
CMF
ISHARES TR
-$1.4M
75,165
-25%
减持
IWD
ISHARES TR
+$1.4M
395,517
-1%
减持
EFV
ISHARES TR
-$1.4M
140,853
-20%
增持
VXUS
VANGUARD STAR FDS
+$1.4M
26,448
+296%
增持
EMR
EMERSON ELEC CO
+$1.4M
42,138
+10%
清仓
—
DISCOVER FINL SVCS
-$1.4M
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$1.4M
21,173
+2%
增持
XLV
SELECT SECTOR SPDR TR
+$1.4M
21,707
+102%
增持
XLU
SELECT SECTOR SPDR TR
+$1.3M
22,663
+256%
增持
SUB
ISHARES TR
+$1.3M
24,506
+104%
减持
CSCO
CISCO SYS INC
+$1.3M
181,075
-1%
增持
CEG
CONSTELLATION ENERGY CORP
+$1.3M
9,088
+14%
增持
XLC
SELECT SECTOR SPDR TR
+$1.3M
16,437
+245%
增持
XLY
SELECT SECTOR SPDR TR
+$1.3M
9,053
+178%
减持
AJG
GALLAGHER ARTHUR J & CO
-$1.3M
10,647
-22%
增持
AMAT
APPLIED MATLS INC
+$1.3M
25,167
+11%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$1.3M
8,730
-2%
增持
PEP
PEPSICO INC
-$1.3M
88,180
+2%
增持
ITOT
ISHARES TR
+$1.3M
95,380
+0%
清仓
PSEC
PROSPECT CAP CORP
-$1.3M
0
-100%
减持
KLAC
KLA CORP
+$1.3M
6,076
-1%
减持
IJH
ISHARES TR
-$1.3M
428,070
-10%
减持
FSCO
FS CREDIT OPPORTUNITIES CORP
-$1.3M
242,081
-44%
增持
AXP
AMERICAN EXPRESS CO
+$1.3M
22,963
+2%
减持
CLMB
CLIMB GLOBAL SOLUTIONS INC
-$1.2M
58,877
-13%
增持
RBLX
ROBLOX CORP
+$1.2M
24,042
+7%
增持
COIN
COINBASE GLOBAL INC
+$1.2M
5,647
+27%
建仓
SJB
PROSHARES TR
+$1.2M
75,126
增持
SGOL
ETFS GOLD TR
+$1.2M
162,897
+22%
增持
VRT
VERTIV HOLDINGS CO
+$1.2M
13,838
+62%
减持
AMD
ADVANCED MICRO DEVICES INC
+$1.1M
33,731
-5%
增持
SNOW
SNOWFLAKE INC
+$1.1M
9,460
+42%
减持
DFIV
DIMENSIONAL ETF TRUST
+$1.1M
1,515,519
-6%
减持
IWM
ISHARES TR
+$1.1M
150,014
-2%
增持
—
ROYAL CARIBBEAN GROUP
+$1.1M
8,773
+11%
增持
HYG
ISHARES TR
+$1.1M
85,385
+17%
建仓
ACT
ENACT HLDGS INC
+$1.1M
30,393
