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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 9
增持 65
减持 69
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD INDEX FDS
+$24.9M
256,152
+15%
增持
BND
VANGUARD BD INDEX FDS
+$23.3M
2,158,395
+17%
增持
IEFA
ISHARES TR
+$18.4M
2,037,050
+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
GOOGL
ALPHABET INC
+$16.1M
236,189
-1%
增持
VTV
VANGUARD INDEX FDS
+$14.9M
2,117,942
+1%
增持
GOOG
ALPHABET INC
+$14.8M
207,551
+0%
减持
MSFT
MICROSOFT CORP
-$13.1M
312,019
-2%
减持
VUG
VANGUARD INDEX FDS
+$10.9M
1,016,084
-0%
增持
DFIV
DIMENSIONAL ETF TRUST
+$10.1M
1,426,283
+7%
减持
ORCL
ORACLE CORP
-$9.6M
79,803
-12%
减持
AAPL
APPLE INC
+$8.8M
911,166
-3%
增持
FISV
FISERV INC
-$8.5M
141,823
+1%
减持
LLY
ELI LILLY & CO
+$8.4M
29,104
-4%
增持
VWO
VANGUARD INTL EQUITY INDEX
+$8.3M
2,920,472
+6%
增持
VBK
VANGUARD INDEX FDS
+$7.6M
523,404
+3%
减持
HD
HOME DEPOT INC
-$7.6M
76,976
-9%
减持
META
META PLATFORMS INC
-$7.5M
80,948
-3%
增持
JPIE
J P MORGAN EXCHANGE TRADED
+$7.4M
164,988
+2878%
增持
IWF
ISHARES TR
+$7.1M
644,156
+1%
增持
NFLX
NETFLIX INC
-$6.5M
191,333
+833%
增持
VBR
VANGUARD INDEX FDS
+$6.4M
800,045
+2%
增持
IWD
ISHARES TR
+$5.1M
398,421
+2%
增持
RSP
INVESCO EXCHANGE TRADED FD
+$5.0M
362,087
+6%
增持
IEMG
ISHARES INC
+$4.9M
1,090,462
+5%
增持
VTI
VANGUARD INDEX FDS
+$4.4M
207,438
+4%
减持
BAC
BANK AMERICA CORP
-$4.4M
1,971,365
-10%
增持
IWB
ISHARES TR
+$4.1M
143,474
+5%
增持
THO
THOR INDS INC
+$3.9M
394,513
+10%
减持
SCHX
SCHWAB STRATEGIC TR
-$3.6M
1,296,003
-12%
增持
MRK
MERCK & CO INC
+$3.5M
127,931
+7%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$3.4M
70,052
-38%
增持
MU
MICRON TECHNOLOGY INC
+$3.4M
26,773
+1%
清仓
—
UNILEVER PLC
-$3.4M
0
-100%
建仓
UL
UNILEVER PLC
+$3.1M
46,706
减持
MINT
PIMCO ETF TR
-$3.0M
67,327
-31%
建仓
SMA
SMARTSTOP SELF STORAG REIT
+$2.9M
93,730
增持
IWN
ISHARES TR
+$2.8M
244,290
+3%
增持
UPS
UNITED PARCEL SERVICE INC
+$2.8M
154,328
+3%
减持
CRM
SALESFORCE INC
-$2.8M
27,733
-35%
减持
BX
BLACKSTONE INC
-$2.8M
127,669
-3%
增持
NOW
SERVICENOW INC
-$2.6M
38,468
+314%
减持
JNJ
JOHNSON & JOHNSON
+$2.6M
139,479
-2%
减持
DFUV
DIMENSIONAL ETF TRUST
+$2.5M
1,301,006
-1%
减持
VZ
VERIZON COMMUNICATIONS INC
-$2.4M
168,040
-20%
增持
VB
VANGUARD INDEX FDS
+$2.4M
184,004
+3%
减持
AMZN
AMAZON COM INC
+$2.4M
370,101
-3%
减持
CAT
CATERPILLAR INC
+$2.4M
24,516
-0%
减持
—
DIREXION SHS ETF TR
-$2.3M
15,807
-96%
减持
PG
PROCTER AND GAMBLE CO
-$2.2M
115,184
-6%
增持
VONE
VANGUARD SCOTTSDALE FDS
+$2.1M
67,980
+8%
减持
AVGO
BROADCOM INC
+$2.1M
146,949
-2%
增持
SCHC
SCHWAB STRATEGIC TR
+$2.1M
806,282
+5%
增持
ISRG
INTUITIVE SURGICAL INC
+$2.1M
12,301
+10%
减持
SAP
SAP SE
-$1.9M
17,673
-24%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$1.9M
1,329,679
-2%
减持
ADP
AUTOMATIC DATA PROCESSING
-$1.9M
54,497
-0%
减持
MDLZ
MONDELEZ INTL INC
-$1.9M
73,763
-21%
减持
SPY
SPDR S&P 500 ETF TR
+$1.9M
354,325
-0%
增持
MAR
MARRIOTT INTL INC NEW
+$1.9M
31,229
+2%
增持
VV
VANGUARD INDEX FDS
+$1.9M
74,262
+6%
增持
WMT
WALMART INC
+$1.8M
184,404
+1%
减持
ABT
ABBOTT LABS
-$1.8M
108,561
-6%
增持
CLMB
CLIMB GLOBAL SOLUTIONS INC
-$1.8M
61,551
+2%
建仓
Q
QNITY ELECTRONICS INC
+$1.7M
20,563
增持
—
DUPONT DE NEMOURS INC
-$1.7M
47,244
+1%
增持
IWO
ISHARES TR
+$1.7M
113,436
+3%
增持
CSCO
CISCO SYS INC
+$1.7M
181,863
+1%
增持
CPNG
COUPANG INC
-$1.7M
211,322
+0%
建仓
—
TOTALENERGIES SE
+$1.7M
25,580
建仓
FSSL
FS SPECIALTY LENDING FD
+$1.7M
120,342
减持
COST
COSTCO WHSL CORP NEW
-$1.7M
20,644
-2%
减持
IJH
ISHARES TR
-$1.6M
363,957
-8%
增持
MUB
ISHARES TR
+$1.6M
288,053
+5%
减持
SCHF
SCHWAB STRATEGIC TR
+$1.6M
2,751,843
-1%
减持
—
SPOTIFY TECHNOLOGY S A
-$1.6M
8,187
-9%
清仓
—
TOTALENERGIES SE
-$1.5M
0
-100%
减持
AMD
ADVANCED MICRO DEVICES INC
+$1.5M
34,469
-6%
减持
—
EATON CORP PLC
-$1.5M
22,654
-3%
减持
RBLX
ROBLOX CORP
-$1.4M
24,348
-2%
减持
IVV
ISHARES TR
+$1.4M
136,512
-2%
建仓
JFLX
J P MORGAN EXCHANGE TRADED
+$1.4M
28,044
减持
—
EXXON MOBIL CORP
+$1.4M
179,531
-0%
增持
SPGI
S&P GLOBAL INC
+$1.4M
25,913
+3%
减持
AMAT
APPLIED MATLS INC
+$1.4M
25,115
-0%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.4M
67,117
+14%
减持
T
AT&T INC
-$1.4M
269,925
-5%
增持
EFG
ISHARES TR
+$1.4M
248,791
+5%
建仓
CMDT
PIMCO ETF TR
+$1.4M
48,595
减持
QUAL
ISHARES TR
-$1.4M
142,332
-7%
增持
JTEK
J P MORGAN EXCHANGE TRADED
+$1.3M
17,450
+576%
减持
SO
SOUTHERN CO
-$1.3M
54,257
-16%
减持
USRT
ISHARES TR
-$1.3M
441,001
-3%
增持
PH
PARKER-HANNIFIN CORP
+$1.3M
6,729
+9%
增持
APH
AMPHENOL CORP NEW
+$1.3M
40,649
+18%
增持
TMO
THERMO FISHER SCIENTIFIC
+$1.3M
11,408
+3%
减持
ZTS
ZOETIS INC
-$1.3M
15,049
-31%
建仓
BAI
BLACKROCK ETF TRUST
+$1.2M
36,924
减持
SPAB
SPDR SERIES TRUST
-$1.2M
490,063
-9%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$1.2M
126,084
+1%
增持
AXP
AMERICAN EXPRESS CO
+$1.2M
24,600
+3%
增持
MO
ALTRIA GROUP INC
-$1.2M
137,943
+1%
减持
CGBD
CARLYLE SECURED LENDING INC
-$1.2M
1,385,100
-5%
增持
C
CITIGROUP INC
+$1.2M
69,941
+1%
减持
SNPS
SYNOPSYS INC
-$1.2M
8,267
-20%
增持
MS
MORGAN STANLEY
+$1.2M
53,302
+1%
减持
—
LINDE PLC
-$1.2M
17,230
-4%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$1.2M
60,177
-3%
增持
AGG
ISHARES TR
+$1.2M
174,816
+7%
减持
CVX
CHEVRON CORP NEW
-$1.2M
139,637
-3%
增持
SLV
ISHARES SILVER TR
+$1.2M
38,576
+10%
减持
PDX
PIMCO DYNAMIC INCOME
-$1.1M
97,919
-18%
增持
QQQ
INVESCO QQQ TR
+$1.1M
53,158
+0%
减持
TXN
TEXAS INSTRS INC
-$1.1M
44,294
-9%
增持
KO
COCA COLA CO
+$1.1M
266,704
+1%
减持
RTX
RTX CORPORATION
+$1.1M
98,113
-3%
增持
AMGN
AMGEN INC
+$1.1M
19,279
+4%
减持
REGN
REGENERON PHARMACEUTICALS
+$1.1M
5,432
-1%
减持
BIL
SPDR SERIES TRUST
-$1.1M
46,091
-20%
减持
USMV
ISHARES TR
-$1.1M
216,979
-5%
增持
CVS
CVS HEALTH CORP
+$1.1M
73,357
+15%
增持
—
ASTRAZENECA PLC
+$1.1M
50,441
+7%
清仓
—
CUSHMAN WAKEFIELD PLC
-$1.0M
0
-100%
减持
HWKN
HAWKINS INC
-$1.0M
23,292
-2%
减持
CRWV
COREWEAVE INC
-$1.0M
3,166
-65%
减持
BXMT
BLACKSTONE MTG TR INC
-$1.0M
232,024
-22%
清仓
PDI
PIMCO DYNAMIC INCOME FD
-$1.0M
0
-100%
增持
SCHD
SCHWAB STRATEGIC TR
+$982.5K
1,379,427
+1%
减持
GS
GOLDMAN SACHS GROUP INC
+$980.9K
12,010
-1%
建仓
—
CUSHMAN AND WAKEFIELD LTD
+$979.8K
59,670
增持
IWM
ISHARES TR
+$969.1K
149,369
+1%
减持
MELI
MERCADOLIBRE INC
-$966.1K
1,345
-15%
增持
—
CHUBB LIMITED
+$965.8K
26,669
+2%
减持
CMI
CUMMINS INC
+$960.1K
14,023
-5%
清仓
PAAA
PGIM ETF TR
-$951.1K
0
-100%
减持
DRI
DARDEN RESTAURANTS INC
-$949.4K
13,417
-26%
清仓
EIC
EAGLE POINT INCOME COMPANY I
-$942.2K
0
-100%
减持
CMCSA
COMCAST CORP NEW
-$940.2K
176,755
-11%
减持
COF
CAPITAL ONE FINL CORP
+$933.2K
38,464
-3%
减持
WWD
WOODWARD INC
+$908.9K
20,896
-3%
减持
CEF
SPROTT ASSET MANAGEMENT LP
+$891.0K
86,438
-1%
增持
TWLO
TWILIO INC
+$889.5K
18,529
+4%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$887.1K
7,008
+20%
减持
ENPH
ENPHASE ENERGY INC
-$881.1K
268,470
-0%
清仓
—
HILLENBRAND INC
-$868.3K
0
-100%
增持
EXPE
EXPEDIA GROUP INC
+$863.9K
10,025
+8%
减持
OEF
ISHARES TR
-$857.0K
8,581
-25%
减持
—
ASML HOLDING N V
+$856.3K
9,358
-1%
增持
GEV
GE VERNOVA INC
+$848.6K
9,394
+8%
增持
MSTR
STRATEGY INC
-$847.1K
6,359
+12%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$845.1K
9,948
+44%
