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Robertson Stephens Wealth Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Robertson Stephens Wealth Management, LLC
报告期 2026-03-31 · CIK 0001767307
持仓数
615
前50大市值合计
$2.41B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 19
增持 43
减持 50
清仓 38
方向
标的
Δ市值
现股数(环比)
增持
APP
Applovin Corp Class A
+$49.2M
738,792
+1197%
减持
AYI
Acuity Brands Inc
-$35.6M
66,000
-74%
增持
AAPL
Apple Inc
+$25.6M
444,255
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。
+63%
建仓
MINT
PIMCO Enhanced Short Maturity Active ETF
+$7.2M
70,500
增持
VEA
Vanguard FTSE Developed Markets ETF
+$5.7M
725,468
+21%
减持
QQQ
Powershares QQQ R Series 1
-$4.1M
78,448
-14%
增持
SPY
SPDR S&P 500 ETF
+$4.0M
87,985
+12%
增持
EMB
iShares JPMorgan USD Emerging Markets Bond ETF
+$3.6M
265,770
+17%
增持
IEFA
iShares Core MSCI EAFE ETF
+$3.6M
124,986
+66%
增持
VIG
Vanguard Dividend Appreciation ETF
+$3.5M
63,074
+59%
增持
VOO
Vanguard S&P 500 ETF
+$2.9M
145,205
+5%
减持
EEM
iShares MSCI Emerging Markets ETF
-$2.8M
139,614
-22%
增持
IEMG
iShares Core MSCI Emerging Markets ETF
+$2.5M
182,288
+39%
清仓
JNK
SPDR Barclays Capital High Yield Bond
-$2.2M
0
-100%
减持
AMZN
Amazon Com Inc
-$2.2M
4,507
-9%
减持
LQD
iShares iBoxx Invt Grade Bond ETF
-$1.7M
5,760
-69%
增持
IVE
iShares S&P 500 Value ETF
+$1.6M
24,055
+84%
增持
VTV
Vanguard Value ETF
+$1.4M
87,651
+15%
增持
IVW
iShares S&P 500 Growth ETF
+$1.4M
72,058
+32%
增持
CALY
Callaway Golf Co
+$1.3M
55,185
+820%
增持
EFV
iShares MSCI EAFE Value ETF
+$1.2M
80,792
+43%
清仓
TLT
iShares 20 Year Treasury Bond
-$1.1M
0
-100%
减持
IGSB
iShares 1-3 Year Credit Bond
-$1.1M
11,140
-64%
增持
IUSB
iShares TR Core (total Usd)
+$1.1M
68,986
+42%
增持
NVDA
Nvidia Corp
-$1.1M
2,038
+9%
减持
MKC
McCormick & Co Inc
-$1.1M
25,892
-28%
减持
QS
Quantumscape Corp Class A
-$1.0M
209,675
-1%
增持
IWM
iShares Russell 2000 Index ETF
+$1.0M
44,006
+17%
建仓
STIP
iShares 0-5 Year (tips Bond Etf)
+$915.0K
8,666
建仓
BBEU
J P Morgan Exchange Betabuilders Europe ETF
+$912.0K
15,996
增持
ESGU
iShares Esg MSCI USA ETF
+$909.0K
63,307
+17%
增持
EFG
iShares MSCI EAFE Growth ETF
+$892.0K
56,602
+18%
建仓
SHY
iShares 1-3 Year Treasury Bond
+$883.0K
10,255
减持
ESGE
iShares ESG MSCI EM ETF
-$859.0K
64,630
-18%
清仓
CARS
Cars Com Inc Com
-$859.0K
0
-100%
减持
GOOGL
Alphabet Inc Cap STK (GOOGL)
-$816.0K
1,781
-22%
增持
IXN
iShares Global Tech ETF
+$780.0K
63,401
+661%
建仓
BBJP
J P Morgan Exchange Betabuilders Japan ETF
+$768.0K
13,091
减持
VTI
Vanguard Total Stock Market ETF
-$734.0K
28,983
-10%
建仓
DFAX
Dimensional ETF (trust World Ex US Core)
+$729.0K
28,189
减持
GOOG
Alphabet Inc Cap STK (GOOG)
-$703.0K
2,778
-14%
清仓
ALSN
Allison Transmission
-$697.0K
0
-100%
清仓
DOCU
Docusign Inc
-$644.0K
0
-100%
清仓
ROKU
Roku Inc CL A
-$642.0K
0
-100%
建仓
TIP
iShares TIPS Bond ETF
+$630.0K
4,934
增持
UUUU
Energy Fuels Inc Com
+$622.0K
517,540
+4%
减持
IJR
iShares Core S&P Small-Cap ETF
-$605.0K
125,639
-1%
增持
NMRK
Newmark Group Inc
+$569.0K
214,251
+3%
增持
IWF
iShares Russell 1000 Growth Index ETF
+$560.0K
22,229
+9%
清仓
ENPH
Enphase Energy Inc
-$553.0K
0
-100%
减持
BA
Boeing Co
-$546.0K
15,574
-6%
减持
IYE
iShares US Energy ETF
-$521.0K
22,536
-43%
建仓
IXC
iShares Global Energy ETF IV
+$515.0K
19,206
建仓
IWD
iShares Russell 1000 Value Index ETF
+$515.0K
3,296
清仓
HTHT
Huazhu Group Limited
-$475.0K
0
-100%
建仓
BBCA
J P Morgan (exchange-Traded FD Betabuilders Cda)
+$467.0K
7,427
增持
COMT
Ishr ETF TRST Gsci CMD DYN STR ETF
+$448.0K
37,866
+44%
清仓
FUTU
Futu Holdings LTD-ADR
-$447.0K
0
-100%
减持
VBR
Vanguard Index Small Cap Value ETF
-$440.0K
2,850
-46%
建仓
BBAX
J P Morgan Exch Betabuilders Develo
+$435.0K
8,044
清仓
APPS
Digital Turbine Inc
-$418.0K
0
-100%
增持
NFLX
Netflix Com Inc
+$394.0K
4,299
+2%
减持
META
Facebook Class A
-$379.0K
8,434
-10%
清仓
NIO
Nio Inc - ADR
-$372.0K
0
-100%
减持
VOOV
Vanguard Admiral FDS (inc S&P 500 Value Index FD ETF SHS)
-$362.0K
7,422
-25%
清仓
BABA
Alibaba Group HLDG
-$352.0K
0
-100%
清仓
—
Astrazeneca ADR Each
-$350.0K
0
-100%
减持
SCHE
Schwab Emerging Markets Equity ETF
-$346.0K
15,463
-38%
增持
TSLA
Tesla Motors Inc Com
+$346.0K
3,047
+3%
清仓
MTUM
iShares Edge US Momentum Factor ETF
-$343.0K
0
-100%
增持
IJJ
iShares S&P Mid-Cap 400 Value
+$340.0K
9,913
+53%
增持
—
Atlas Corp F
+$338.0K
98,981
+21%
建仓
SNAP
Snap Inc CL A
+$333.0K
4,519
建仓
PDBC
Invesco Activly (mangd Etc FD T Optimum Yield)
+$329.0K
15,675
减持
—
Cortexyme I N C
+$328.0K
19,773
-29%
清仓
FGD
First TR Exchange (traded FD II First TR Dow Jones Global Select Dividend)
-$327.0K
0
-100%
清仓
—
Hawaiian HLDGS Inc
-$316.0K
0
-100%
增持
PSTG
Pure Storage Inc CL
+$311.0K
48,267
+4%
增持
IVV
iShares Core S&P 500 ETF
+$303.0K
70,407
+1%
减持
GDX
Vaneck Gold Miners ETF
-$302.0K
45,612
-6%
增持
MRNA
Moderna Inc Com
+$299.0K
1,462
+31%
增持
BAC
Bank Of America
+$298.0K
231,634
+0%
减持
SLQD
iShares Trust 0-5 YR Corporate Bond Fund ETF
-$298.0K
10,742
-35%
减持
DVYE
iShares Emerging Markets Dividend ETF
-$293.0K
30,062
-20%
清仓
VAW
Vanguard Materials ETF
-$292.0K
0
-100%
减持
IBM
Intl Business Mach
-$291.0K
9,277
-14%
增持
VLUE
iShares Edge MSCI USA Value Factor ETF
+$284.0K
22,726
+19%
清仓
NICE
Nice SYS LTD
-$275.0K
0
-100%
清仓
GRBK
Green Brick Partners
-$272.0K
0
-100%
清仓
PSX
Phillips 66
-$271.0K
0
-100%
减持
CSCO
Cisco Systems Inc
-$265.0K
21,870
-20%
建仓
GPRO
Gopro Inc CL A
+$265.0K
28,371
减持
SQ
Square Inc - A
-$252.0K
1,022
-50%
清仓
AMT
American Tower
-$248.0K
0
-100%
清仓
RTX
Raytheon
-$246.0K
0
-100%
减持
SCHW
The Charles Schwab Corp
-$246.0K
5,038
-40%
减持
ADBE
Adobe SYS Inc
-$246.0K
607
-40%
增持
VUG
Vanguard Growth ETF
+$244.0K
43,025
+1%
清仓
Z
Zillow Group Inc CL
-$244.0K
0
-100%
减持
NEE
Nextera Energy Inc
-$241.0K
12,359
-25%
减持
ABBV
Abbvie Inc
-$240.0K
8,924
-16%
减持
AMGN
Amgen Incorporated
-$237.0K
2,976
-17%
清仓
FLGT
Fulgent Genetics Inc
-$230.0K
0
-100%
减持
DIS
Disney Walt Co
-$227.0K
4,243
-21%
清仓
PICK
iShares Inc MSCI GBL (etf New)
-$225.0K
0
-100%
增持
XLC
Communication Services Select Sector SPDR ETF
+$224.0K
81,966
+5%
减持
DHR
Danaher Corp
-$224.0K
1,775
-38%
清仓
NSC
Norfolk Southern CRP
-$220.0K
0
-100%
减持
QCOM
Qualcomm Inc
-$219.0K
6,882
-11%
清仓
SHOP
Shopify Inc Com NPV
-$219.0K
0
-100%
增持
IMXI
Interntnl Money Expre005
+$218.0K
39,974
+32%
清仓
MRVL
Marvell Technology
-$218.0K
0
-100%
建仓
JLL
Jones Lang Lasalle
+$216.0K
874
建仓
MS
Morgan Stanley
+$216.0K
2,229
建仓
LLY
Lilly Eli & Company
+$216.0K
936
减持
TROW
T Rowe Price Group
-$215.0K
50,403
-0%
清仓
—
Berkeley LTS Inc Com
-$214.0K
0
-100%
清仓
VYM
Vanguard High Dividend Yield ETF
-$211.0K
0
-100%
清仓
VGK
Vanguard FTSE Europe Index Fund ETF
-$211.0K
0
-100%
减持
NG
Novagold Res Inc Com
-$208.0K
51,607
-27%
清仓
—
Aptiv PLC Com New
-$208.0K
0
-100%
清仓
MMM
3M Company
-$207.0K
0
-100%
增持
—
B G C Partners Class A
+$204.0K
1,261,320
+12%
增持
ROST
Ross Stores Inc
-$204.0K
13,730
+0%
减持
EPD
Enterprise Products Partners LP
-$202.0K
53,623
-5%
建仓
LHX
L3harris
+$202.0K
919
增持
—
Stance Equity Esg Large Cap Core ETF
+$201.0K
792,797
+2%
减持
—
BlackRock Inc
-$200.0K
820
-19%
减持
BMY
Bristol Myers Squibb
-$200.0K
10,990
-14%
清仓
—
Calavo Growers Inc
-$200.0K
0
-100%
减持
AGG
iShares Core US Aggregate Bond ETF
-$197.0K
13,469
-11%
减持
GLD
SPDR Gold Trust
-$192.0K
4,185
-21%
增持
IJT
iShares S&P SmallCap 600 Growth ETF
+$188.0K
4,764
+46%
减持
HD
Home Depot Inc
-$187.0K
7,362
-10%
减持
UNH
Unitedhealth Group
-$184.0K
3,794
-9%
减持
BND
Vanguard Total Bond Market ETF
-$179.0K
2,950
-41%
减持
AMLP
Alerian MLP ETF
-$178.0K
13,683
-21%
增持
IYW
iShares Russell Top 200 Growth ETF
+$177.0K
7,593
+28%
减持
—
Acelrx Pharmaceutl
-$171.0K
133,840
-40%
清仓
UMC
United Micro
-$170.0K
0
-100%
增持
XLF
Sector SPDR Fincl Select
+$166.0K
127,134
+1%
清仓
—
O2micro Interntnl LTD0 F Sponsored ADR
-$165.0K
0
-100%
减持
V
Visa Inc Com CL A
-$165.0K
5,859
-7%
清仓
—
General Electric Co
-$161.0K
0
-100%
建仓
RKT
Rocket Cos Inc
+$160.0K
10,000
减持
—
First TR Energy (infrastrctr FD Com)
-$157.0K
10,824
-50%
减持
VIS
Vanguard Industrial ETF
-$157.0K
7,367
-6%
增持
VWOB
Vanguard Emerging Markets Government Bond
+$152.0K
5,000
+67%
减持
TGT
Target Corporation
-$149.0K
1,948
-21%
清仓
—
Playa Hotels & Res F
-$148.0K
0
-100%