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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 14
增持 96
减持 39
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
SCHX
SCHWAB STRATEGIC TR
+$50.5M
3,338,839
+158%
增持
VUG
VANGUARD INDEX FDS
-$45.3M
1,040,017
+2%
减持
MSFT
MICROSOFT CORP
-$37.3M
310,205
-1%
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
-$29.2M
651,929
+1%
增持
SCHM
SCHWAB STRATEGIC TR
+$25.1M
886,907
+1044%
增持
SPAB
SPDR SERIES TRUST
+$23.3M
1,402,017
+186%
增持
SCHF
SCHWAB STRATEGIC TR
+$20.9M
3,536,409
+29%
增持
SCHG
SCHWAB STRATEGIC TR
+$20.2M
1,237,941
+157%
增持
VTV
VANGUARD INDEX FDS
+$19.7M
2,176,884
+3%
增持
BND
VANGUARD BD INDEX FDS
+$19.3M
2,439,340
+13%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$18.2M
3,243,897
+11%
增持
SCHV
SCHWAB STRATEGIC TR
+$16.9M
653,802
+532%
增持
IEFA
ISHARES TR
+$16.1M
2,200,695
+8%
增持
MUB
ISHARES TR
+$15.7M
438,228
+52%
增持
AAPL
APPLE INC
-$15.1M
920,961
+1%
建仓
USHY
ISHARES TR
+$13.8M
375,564
减持
BAC
BANK AMERICA CORP
-$13.2M
1,964,393
-0%
增持
SCHD
SCHWAB STRATEGIC TR
+$12.8M
1,660,526
+20%
建仓
SCHO
SCHWAB STRATEGIC TR
+$12.8M
528,562
增持
VNQ
VANGUARD INDEX FDS
+$11.8M
177,240
+303%
建仓
VCLT
VANGUARD SCOTTSDALE FDS
+$10.9M
146,447
增持
JAAA
JANUS DETROIT STR TR
+$10.3M
227,698
+835%
增持
SCHP
SCHWAB STRATEGIC TR
+$10.1M
437,230
+672%
建仓
SPHY
SPDR SERIES TRUST
+$10.1M
432,182
减持
THO
THOR INDS INC
-$9.7M
393,320
-0%
增持
DFAC
DIMENSIONAL ETF TRUST
+$9.6M
338,183
+278%
增持
—
EXXON MOBIL CORP
+$9.3M
182,802
+2%
减持
AMZN
AMAZON COM INC
-$9.1M
369,607
-0%
建仓
PDBC
INVESCO ACTVELY MNGD ETC FD
+$8.9M
514,233
增持
CVX
CHEVRON CORPORATION
+$8.4M
143,205
+3%
增持
NVDA
NVIDIA CORPORATION
-$8.3M
913,707
+2%
增持
SUB
ISHARES TR
+$7.8M
96,695
+310%
建仓
QQQI
NEOS ETF TRUST
+$7.7M
155,449
增持
TLT
ISHARES TR
+$7.5M
97,480
+774%
增持
VBR
VANGUARD INDEX FDS
+$7.4M
822,036
+3%
增持
AGG
ISHARES TR
+$7.4M
250,944
+44%
建仓
DUSB
DIMENSIONAL ETF TRUST
+$7.4M
145,713
建仓
SCHZ
SCHWAB STRATEGIC TR
+$7.1M
304,873
增持
SPY
STATE STR SPDR S&P 500 ETF T
+$6.6M
371,432
+5%
增持
META
META PLATFORMS INC
-$6.6M
82,582
+2%
增持
IEMG
ISHARES INC
+$6.4M
1,145,992
+5%
增持
DFIV
DIMENSIONAL ETF TRUST
+$6.3M
1,472,743
+3%
增持
JNJ
JOHNSON & JOHNSON
+$6.0M
142,648
+2%
建仓
SPYI
NEOS ETF TRUST
+$6.0M
121,640
减持
IVW
ISHARES TR
-$5.8M
410,209
-2%
增持
VB
VANGUARD INDEX FDS
+$5.7M
204,738
+11%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$5.7M
394,348
+37%
减持
HD
HOME DEPOT INC
-$5.6M
64,061
-17%
增持
VOO
VANGUARD INDEX FDS
+$5.5M
279,939
+9%
增持
IWM
ISHARES TR
+$4.9M
169,038
+13%
增持
JPM
JPMORGAN CHASE & CO
-$4.7M
165,908
+0%
建仓
GPIX
GOLDMAN SACHS ETF TR
+$4.7M
93,498
增持
AVGO
BROADCOM INC
-$4.7M
151,300
+3%
清仓
—
ASTRAZENECA PLC
-$4.7M
0
-100%
减持
V
VISA INC
-$4.6M
74,824
-3%
增持
BX
BLACKSTONE INC
-$4.6M
131,619
+3%
增持
GOOGL
ALPHABET INC
-$4.5M
242,116
+3%
增持
LLY
ELI LILLY & CO
-$4.4M
29,407
+1%
建仓
—
ASTRAZENECA PLC
+$4.4M
22,249
增持
TSLA
TESLA INC
-$4.2M
89,177
+8%
增持
GLD
SPDR GOLD TR
+$4.2M
23,378
+60%
增持
GOOG
ALPHABET INC
-$4.1M
213,222
+3%
增持
ORCL
ORACLE CORP
-$3.8M
81,385
+2%
增持
IGSB
ISHARES TR
+$3.7M
274,253
+36%
减持
INTU
INTUIT
-$3.6M
9,928
-16%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$3.5M
241,843
+47%
增持
GOVT
ISHARES TR
+$3.5M
216,094
+233%
减持
IWB
ISHARES TR
-$3.4M
141,727
-1%
减持
WFC
WELLS FARGO & CO
-$3.3M
191,220
-3%
增持
DFUS
DIMENSIONAL ETF TRUST
-$3.2M
933,545
+1%
建仓
TFI
SPDR SERIES TRUST
+$3.1M
68,007
减持
MINT
PIMCO ETF TR
-$3.1M
36,909
-45%
减持
SPGI
S&P GLOBAL INC
-$3.0M
24,989
-4%
增持
MU
MICRON TECHNOLOGY INC
+$3.0M
31,981
+19%
增持
COST
COSTCO WHOLESALE CORPORATION
+$2.9M
20,885
+1%
减持
ABT
ABBOTT LABORATORIES
-$2.9M
104,723
-4%
增持
IVV
ISHARES TR
-$2.9M
139,767
+2%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$2.9M
106,511
+52%
增持
SCHA
SCHWAB STRATEGIC TR
+$2.8M
145,544
+193%
减持
CAT
CATERPILLAR INC
+$2.8M
23,920
-2%
增持
VTI
VANGUARD INDEX FDS
-$2.8M
209,912
+1%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$2.7M
56,197
+3%
增持
—
ASML HLDG NV
+$2.7M
9,635
+3%
增持
AMAT
APPLIED MATLS INC
+$2.7M
26,890
+7%
减持
UNH
UNITEDHEALTH GROUP INC
-$2.6M
34,285
-4%
减持
CRM
SALESFORCE INC
-$2.5M
26,077
-6%
增持
SMA
SMARTSTOP SELF STORAG REIT I
+$2.5M
178,739
+91%
减持
MA
MASTERCARD INCORPORATED
-$2.5M
22,967
-5%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$2.4M
47,044
+3%
减持
USRT
ISHARES TR
-$2.4M
386,762
-12%
增持
LMT
LOCKHEED MARTIN CORP
+$2.4M
15,208
+10%
减持
QUAL
ISHARES TR
-$2.4M
136,170
-4%
减持
GE
GE AEROSPACE
-$2.4M
41,327
-9%
减持
COP
CONOCOPHILLIPS
+$2.4M
62,405
-0%
增持
COF
CAPITAL ONE FINL CORP
-$2.3M
38,594
+0%
增持
SNDK
SANDISK CORP
+$2.3M
5,345
+16%
减持
BSX
BOSTON SCIENTIFIC CORP
-$2.2M
47,300
-13%
增持
GEV
GE VERNOVA INC
+$2.2M
9,654
+3%
减持
WMT
WALMART INC
+$2.2M
183,504
-0%
增持
MRK
MERCK & CO INC
+$2.2M
130,110
+2%
增持
VDE
VANGUARD WORLD FD
+$2.1M
45,512
+1%
减持
QCOM
QUALCOMM INC
-$2.1M
32,964
-10%
减持
SHOP
SHOPIFY INC
-$2.1M
45,775
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$2.1M
108,001
+1%
减持
NOW
SERVICENOW INC
-$2.0M
37,341
-3%
增持
DFAX
DIMENSIONAL ETF TRUST
+$2.0M
117,679
+95%
增持
RTX
RTX CORPORATION
+$2.0M
103,974
+6%
减持
NVO
NOVO-NORDISK A S
-$1.9M
106,820
-9%
减持
ADBE
ADOBE INC
-$1.9M
8,857
-24%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.9M
1,333,248
+0%
增持
NEE
NEXTERA ENERGY INC
+$1.9M
109,097
+7%
增持
DUHP
DIMENSIONAL ETF TRUST
+$1.9M
60,334
+680%
增持
NFLX
NETFLIX INC.
+$1.9M
206,564
+8%
增持
PEP
PEPSICO INC
+$1.9M
94,147
+7%
增持
SHEL
SHELL PLC
+$1.9M
93,854
+1%
增持
CGBD
CARLYLE SECURED LENDING INC
-$1.9M
1,388,224
+0%
减持
CPNG
COUPANG INC
-$1.8M
173,802
-18%
减持
VV
VANGUARD INDEX FDS
-$1.8M
72,745
-2%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$1.8M
70,666
+5%
增持
VRT
VERTIV HOLDINGS CO
+$1.8M
13,717
+36%
减持
—
ACCENTURE PLC IRELAND
-$1.7M
14,749
-14%
增持
DIS
DISNEY WALT CO
-$1.7M
110,246
+3%
增持
TZA
DIREXION SHARES ETF TRUST
+$1.7M
324,419
+316%
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.7M
169,470
+1%
增持
FISV
FISERV INC
-$1.7M
141,826
+0%
建仓
SJB
PROSHARES TR
+$1.7M
107,042
增持
IWD
ISHARES TR
+$1.6M
402,812
+1%
减持
IWN
ISHARES TR
+$1.6M
243,933
-0%
增持
Q
QNITY ELECTRONICS INC
+$1.6M
29,070
+41%
增持
—
LINDE PLC
+$1.6M
18,158
+5%
增持
DE
DEERE & CO
+$1.6M
18,662
+0%
减持
ISRG
INTUITIVE SURGICAL INC
-$1.6M
11,781
-4%
建仓
DFSV
DIMENSIONAL ETF TRUST
+$1.6M
45,117
减持
SAP
SAP SE
-$1.6M
16,036
-9%
增持
PZA
INVESCO EXCH TRADED FD TR II
+$1.6M
118,542
+140%
增持
ENPH
ENPHASE ENERGY INC
+$1.5M
268,819
+0%
增持
AG
FIRST MAJESTIC SILVER CORP
+$1.5M
127,921
+76%
减持
ESGU
ISHARES TR
-$1.5M
120,997
-3%
减持
ABBV
ABBVIE INC
-$1.5M
105,491
-1%
增持
MO
ALTRIA GROUP INC
+$1.5M
142,901
+4%
减持
USMV
ISHARES TR
-$1.5M
206,453
-5%
减持
AMLP
ALPS ETF TR
+$1.4M
393,535
-4%
增持
INTC
INTEL CORP
+$1.4M
121,044
+16%
增持
EFG
ISHARES TR
+$1.4M
268,620
+8%
增持
T
AT&T INC
+$1.4M
280,628
+4%
减持
IWO
ISHARES TR
-$1.4M
113,231
-0%
增持
HON
HONEYWELL INTL INC
+$1.4M
32,920
+7%
增持
AXP
AMERICAN EXPRESS CO
-$1.4M
25,767
+5%
增持
LRCX
LAM RESEARCH CORP
+$1.4M
33,551
+1%
增持
MPC
MARATHON PETE CORP
+$1.4M
14,833
+8%
