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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 3
增持 76
减持 67
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$51.0M
942,821
+2%
减持
VUG
VANGUARD INDEX FDS
+$39.1M
1,017,956
-1%
增持
BND
VANGUARD BD INDEX FDS
+$28.1M
1,842,394
+25%
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
+$27.3M
899,557
+1%
减持
IWF
ISHARES TR
+$20.7M
640,805
-3%
增持
IEFA
ISHARES TR
+$20.4M
1,885,633
+9%
增持
VOO
VANGUARD INDEX FDS
+$17.9M
222,920
+7%
减持
VTV
VANGUARD INDEX FDS
+$17.6M
2,094,165
-1%
增持
GOOGL
ALPHABET INC
+$16.4M
238,617
+1%
增持
GOOG
ALPHABET INC
+$14.8M
207,385
+3%
增持
TSLA
TESLA INC
+$12.5M
84,526
+7%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$12.4M
2,746,914
-0%
增持
VBR
VANGUARD INDEX FDS
+$12.3M
785,889
+1%
减持
VBK
VANGUARD INDEX FDS
+$9.7M
510,225
-1%
增持
MSFT
MICROSOFT CORP
+$8.6M
318,862
+1%
增持
AVGO
BROADCOM INC
+$8.4M
149,814
+1%
增持
IEMG
ISHARES INC
+$7.3M
1,040,999
+2%
减持
IVV
ISHARES TR
+$6.3M
138,598
-0%
增持
ORCL
ORACLE CORP
+$5.7M
90,260
+0%
增持
FISV
FISERV INC
-$5.5M
140,223
+3%
增持
THO
THOR INDS INC
+$5.4M
358,858
+0%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$5.3M
286,245
+48%
增持
ABBV
ABBVIE INC
+$5.1M
109,000
+0%
增持
JNJ
JOHNSON & JOHNSON
+$4.9M
141,722
+1%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$4.7M
15,104
+184%
减持
IWN
ISHARES TR
+$4.5M
236,397
-0%
减持
SPY
SPDR S&P 500 ETF TR
+$4.3M
355,025
-1%
减持
TZA
DIREXION SHS ETF TR
-$4.0M
78,216
-80%
减持
VTI
VANGUARD INDEX FDS
+$3.6M
199,716
-2%
减持
JPM
JPMORGAN CHASE & CO.
+$3.6M
170,702
-2%
减持
DFIV
DIMENSIONAL ETF TRUST
-$3.6M
1,329,809
-12%
减持
NFLX
NETFLIX INC
-$3.4M
20,505
-2%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$3.4M
1,361,737
-1%
增持
SNPS
SYNOPSYS INC
+$3.4M
10,366
+205%
增持
CVX
CHEVRON CORP NEW
+$3.2M
144,461
+7%
减持
VB
VANGUARD INDEX FDS
+$3.1M
178,501
-0%
减持
IVW
ISHARES TR
+$3.1M
431,975
-3%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$2.9M
59,746
+499%
增持
EFA
ISHARES TR
+$2.8M
530,480
+2%
减持
TFC
TRUIST FINL CORP
-$2.8M
36,343
-65%
增持
QQQ
INVESCO QQQ TR
+$2.8M
52,941
+1%
增持
SHOP
SHOPIFY INC
+$2.7M
44,862
+32%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$2.7M
58,997
+0%
减持
UPS
UNITED PARCEL SERVICE INC
-$2.7M
150,357
-0%
减持
IWB
ISHARES TR
+$2.7M
136,447
-2%
减持
IWD
ISHARES TR
+$2.6M
389,893
-1%
减持
HD
HOME DEPOT INC
+$2.4M
84,525
-3%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$2.4M
42,151
+2%
减持
IWO
ISHARES TR
+$2.4M
110,122
-4%
建仓
—
DIREXION SHS ETF TR
+$2.4M
364,540
增持
PM
PHILIP MORRIS INTL INC
-$2.4M
142,900
+3%
减持
IWM
ISHARES TR
+$2.3M
148,043
-1%
增持
RTX
RTX CORPORATION
+$2.3M
101,185
+1%
增持
VONE
VANGUARD SCOTTSDALE FDS
+$2.3M
63,009
+6%
增持
CAT
CATERPILLAR INC
+$2.3M
24,635
+1%
减持
USRT
ISHARES TR
-$2.2M
453,878
-11%
减持
CRM
SALESFORCE INC
-$2.2M
42,858
-6%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.2M
107,883
+1%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$2.1M
33,731
-45%
减持
BX
BLACKSTONE INC
+$2.0M
131,896
-4%
减持
V
VISA INC
-$2.0M
79,845
-3%
增持
SCHD
SCHWAB STRATEGIC TR
+$1.9M
1,360,107
+2%
减持
GE
GE AEROSPACE
+$1.9M
45,779
-1%
减持
SCHF
SCHWAB STRATEGIC TR
+$1.8M
2,793,442
-2%
增持
CLMB
CLIMB GLOBAL SOLUTIONS INC
+$1.8M
60,201
+2%
减持
TXN
TEXAS INSTRS INC
-$1.8M
48,416
-6%
减持
ISRG
INTUITIVE SURGICAL INC
-$1.7M
11,158
-10%
增持
CGBD
CARLYLE SECURED LENDING INC
-$1.7M
1,458,708
+0%
增持
APP
APPLOVIN CORP
+$1.7M
4,266
+8%
增持
TJX
TJX COS INC NEW
+$1.7M
50,313
+11%
减持
—
ACCENTURE PLC IRELAND
-$1.6M
18,423
-10%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.6M
342,189
-2%
增持
CMI
CUMMINS INC
+$1.6M
14,779
+4%
增持
SO
SOUTHERN CO
+$1.5M
64,305
+30%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.5M
35,750
+3%
增持
NVO
NOVO-NORDISK A S
-$1.5M
120,236
+1%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$1.5M
10,857
+42%
增持
—
EATON CORP PLC
+$1.4M
23,347
+14%
增持
ANET
ARISTA NETWORKS INC
+$1.4M
25,731
+13%
增持
APH
AMPHENOL CORP NEW
+$1.4M
34,385
+20%
减持
VV
VANGUARD INDEX FDS
+$1.4M
70,293
-1%
减持
COST
COSTCO WHSL CORP NEW
-$1.4M
21,122
-0%
增持
VGT
VANGUARD WORLD FD
+$1.4M
11,051
+7%
增持
DGRO
ISHARES TR
+$1.4M
316,513
+0%
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.4M
210,594
+15%
建仓
DKS
DICKS SPORTING GOODS INC
+$1.3M
6,053
减持
KO
COCA COLA CO
-$1.3M
262,809
-1%
减持
—
ASML HOLDING N V
+$1.3M
9,480
-3%
增持
MU
MICRON TECHNOLOGY INC
+$1.3M
26,481
+5%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$1.3M
80
-1%
减持
SCHC
SCHWAB STRATEGIC TR
+$1.3M
765,031
-3%
增持
HYG
ISHARES TR
+$1.3M
100,791
+18%
减持
CMCSA
COMCAST CORP NEW
-$1.3M
198,525
-6%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$1.3M
61,981
+3%
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$1.3M
0
-100%
增持
VO
VANGUARD INDEX FDS
+$1.2M
60,198
+2%
减持
FSCO
FS CREDIT OPPORTUNITIES CORP
-$1.2M
74,451
-69%
增持
—
ARCH CAP GROUP LTD
+$1.2M
47,314
+40%
增持
INTC
INTEL CORP
+$1.2M
104,534
+1%
减持
PG
PROCTER AND GAMBLE CO
-$1.2M
122,005
-2%
减持
SCHG
SCHWAB STRATEGIC TR
+$1.2M
487,077
-1%
清仓
SJB
PROSHARES TR
-$1.2M
0
-100%
减持
EEM
ISHARES TR
+$1.2M
250,882
-1%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$1.2M
88,788
+3%
增持
AMD
ADVANCED MICRO DEVICES INC
+$1.2M
36,740
+9%
增持
MS
MORGAN STANLEY
+$1.2M
52,568
+3%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$1.1M
46,598
-4%
增持
ENPH
ENPHASE ENERGY INC
-$1.1M
269,091
+0%
减持
DIS
DISNEY WALT CO
-$1.1M
110,328
-0%
减持
KDP
KEURIG DR PEPPER INC
-$1.1M
21,077
-58%
增持
ADI
ANALOG DEVICES INC
+$1.1M
24,233
+19%
增持
HOOD
ROBINHOOD MKTS INC
+$1.1M
17,533
+17%
减持
META
META PLATFORMS INC
-$1.1M
83,609
-1%
增持
MO
ALTRIA GROUP INC
+$1.1M
136,817
+1%
减持
ESGU
ISHARES TR
+$1.1M
131,798
-2%
减持
CARR
CARRIER GLOBAL CORPORATION
-$1.1M
56,713
-7%
减持
DFAS
DIMENSIONAL ETF TRUST
+$1.1M
366,678
-3%
清仓
HYMB
SPDR SERIES TRUST
-$1.0M
0
-100%
减持
ZTS
ZOETIS INC
-$1.0M
21,686
-20%
增持
ITOT
ISHARES TR
+$1.0M
95,518
+0%
清仓
ANSS
ANSYS INC
-$997.1K
0
-100%
减持
EXR
EXTRA SPACE STORAGE INC
-$981.1K
1,982
-77%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$977.2K
54,648
-1%
增持
DOC
HEALTHPEAK PROPERTIES INC
+$970.2K
61,970
+401%
减持
IAU
ISHARES GOLD TR
+$964.4K
102,651
-2%
减持
NSC
NORFOLK SOUTHN CORP
+$960.3K
22,846
-1%
增持
KEY
KEYCORP
+$953.4K
85,098
+133%
建仓
PAAA
PGIM ETF TR
+$951.1K
18,468
增持
AMZN
AMAZON COM INC
+$951.0K
380,992
+1%
增持
GM
GENERAL MTRS CO
+$946.7K
33,304
+51%
减持
ITM
VANECK ETF TRUST
-$940.3K
17,450
-55%
增持
—
AMCOR PLC
+$938.6K
134,934
+651%
减持
SAP
SAP SE
-$938.0K
23,289
-1%
减持
GS
GOLDMAN SACHS GROUP INC
+$933.8K
12,106
-2%
减持
TTD
THE TRADE DESK INC
-$927.7K
13,990
-38%
增持
—
EXXON MOBIL CORP
+$926.4K
180,138
+0%
增持
DUK
DUKE ENERGY CORP NEW
+$925.9K
48,572
+13%
增持
GEV
GE VERNOVA INC
+$925.4K
8,697
+4%
增持
NVS
NOVARTIS AG
+$914.6K
34,571
+19%
增持
RBLX
ROBLOX CORP
+$911.6K
24,840
+3%
增持
MUB
ISHARES TR
+$902.2K
274,695
+1%
减持
DFUS
DIMENSIONAL ETF TRUST
+$895.5K
946,289
-6%
减持
PGR
PROGRESSIVE CORP
-$891.8K
14,442
-14%
增持
CFG
CITIZENS FINL GROUP INC
+$890.4K
28,293
+106%
增持
VTWO
VANGUARD SCOTTSDALE FDS
+$879.9K
62,014
+4%
增持
LOW
LOWES COS INC
+$879.6K
27,472
+1%
减持
LPLA
LPL FINL HLDGS INC
-$878.6K
1,911
-53%
减持
SCHX
SCHWAB STRATEGIC TR
-$861.7K
1,472,264
-9%
减持
IVE
ISHARES TR
+$858.0K
103,209
-1%
减持
TEAM
ATLASSIAN CORPORATION
-$856.1K
6,488
-30%
