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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 39
增持 88
减持 17
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
AAPL
Put AAPL @ $120.0 Exp Sep 16, 2022
+$19.4M
549,942
+24%
增持
MSFT
Microsoft Corp
+$12.9M
93,169
+42%
增持
IVV
iShares Core S&P 500 ETF
+$11.7M
88,052
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。
+25%
增持
HD
Home Depot Inc
+$8.5M
26,322
+258%
增持
GOOG
Alphabet Inc Cap STK (GOOG)
+$8.4M
5,470
+97%
增持
MINT
PIMCO Enhanced Short Maturity Active ETF
+$7.7M
146,882
+108%
减持
IEFA
iShares Core MSCI EAFE ETF
-$6.9M
32,393
-74%
增持
DHR
Danaher Corp
+$6.7M
22,000
+1139%
增持
VOO
Vanguard S&P 500 ETF
+$6.2M
145,886
+0%
增持
LQD
iShares iBoxx Invt Grade Bond ETF
+$6.2M
52,636
+814%
增持
IJH
iShares Core S&P Mid-Cap ETF
+$6.1M
24,426
+688%
建仓
TER
Teradyne Inc
+$6.1M
37,263
增持
V
Visa Inc Com CL A
+$6.1M
33,967
+480%
建仓
TLT
iShares 20 Year Treasury Bond
+$5.9M
39,736
增持
GOOGL
Alphabet Inc Cap STK (GOOGL)
+$5.7M
3,624
+103%
建仓
VB
Vanguard Small Cap
+$5.0M
22,079
增持
USMV
iShares MSCI USA Minimum Volatility ETF
+$4.8M
65,914
+813%
建仓
CVS
C V S Caremark Corp
+$4.7M
45,861
建仓
SHW
Sherwin Williams Co
+$4.6M
13,185
增持
—
BlackRock Inc
+$4.4M
5,524
+574%
增持
QCOM
Qualcomm Inc
+$4.3M
28,317
+311%
建仓
—
Discover Finl SVCS
+$4.2M
36,711
增持
AMZN
Amazon Com Inc
+$4.1M
5,679
+26%
增持
PEP
Pepsico
+$3.9M
32,814
+172%
增持
CMCSA
Comcast Corp New CL A
+$3.9M
88,284
+795%
增持
XLK
Technology Select Sector SPDR ETF
+$3.8M
107,272
+8%
建仓
FISV
Fiserv Inc
+$3.7M
36,111
增持
EMB
iShares JPMorgan USD Emerging Markets Bond ETF
+$3.6M
301,336
+13%
增持
IWF
iShares Russell 1000 Growth Index ETF
+$3.6M
31,681
+43%
增持
BAC
Bank Of America
+$3.5M
300,395
+30%
增持
DIS
Disney Walt Co
+$3.5M
27,347
+545%
建仓
RTX
Raytheon
+$3.5M
40,361
建仓
TWLO
Twilio Inc Class A
+$3.5M
13,120
增持
IWP
iShares Russell Mid-Cap Growth ETF
+$3.4M
32,576
+1055%
增持
EEM
iShares MSCI Emerging Markets ETF
+$3.4M
212,497
+52%
减持
IJR
iShares Core S&P Small-Cap ETF
-$3.3M
90,601
-28%
建仓
ECL
Ecolab Inc
+$3.2M
13,782
增持
QUAL
Ishars Edg MSCI USA QLTY FCTR ETF
+$3.2M
25,116
+673%
建仓
MTUM
iShares Edge US Momentum Factor ETF
+$3.0M
16,648
增持
PFE
Pfizer Incorporated
+$3.0M
64,804
+226%
减持
QQQ
Powershares QQQ R Series 1
-$2.8M
63,623
-19%
增持
VUG
Vanguard Growth ETF
+$2.7M
47,376
+10%
增持
IWM
iShares Russell 2000 Index ETF
+$2.4M
54,063
+23%
增持
—
Stance Equity Esg Large Cap Core ETF
+$2.4M
792,993
+0%
减持
AYI
Acuity Brands Inc
-$2.3M
43,000
-35%
减持
SPY
SPDR S&P 500 ETF
+$2.3M
84,238
-4%
减持
APP
Applovin Corp Class A
-$2.2M
543,392
-26%
增持
VEA
Vanguard FTSE Developed Markets ETF
+$2.2M
760,788
+5%
增持
VLUE
iShares Edge MSCI USA Value Factor ETF
+$2.2M
40,991
+80%
增持
MUB
iShares National AMT-Free Muni Bond
+$2.2M
26,172
+249%
增持
WMT
Wal-Mart Stores Inc
+$2.1M
16,807
+661%
减持
VTV
Vanguard Value ETF
-$2.1M
66,245
-24%
增持
AGG
iShares Core US Aggregate Bond ETF
+$2.1M
31,822
+136%
建仓
—
Everest Re Group Com
+$2.1M
7,553
建仓
IWS
iShares Russell Mid-Cap Value ETF
+$2.0M
16,551
增持
UNH
Unitedhealth Group
+$2.0M
6,975
+84%
增持
JPM
JPMorgan Chase & Co
+$1.9M
32,189
+64%
增持
—
Medtronic PLC F
+$1.9M
21,745
+601%
增持
ABT
Abbott Laboratories
+$1.8M
15,279
+409%
增持
JNJ
Johnson & Johnson
+$1.8M
19,711
+100%
建仓
EMR
Emerson Electric Co
+$1.8M
18,905
建仓
ROP
Roper Inds Inc
+$1.7M
3,359
增持
GS
Goldman Sachs Group
+$1.6M
5,661
+286%
增持
ABBV
Abbvie Inc
+$1.6M
18,609
+109%
增持
TSLA
Tesla Motors Inc Com
+$1.5M
3,695
+21%
增持
TIP
iShares TIPS Bond ETF
+$1.5M
16,653
+238%
清仓
IMTB
iShares Core 5 10 YR Usd Bond ETF
-$1.5M
0
-100%
建仓
WFC
Wells Fargo & Co New
+$1.5M
31,008
增持
XLV
Health Care Select Sector SPDR ETF
+$1.5M
69,456
+6%
增持
ESGU
iShares Esg MSCI USA ETF
+$1.5M
71,290
+13%
增持
MRK
Merck & Co Inc New
+$1.4M
36,516
+101%
增持
—
Lam Research Corp
+$1.4M
3,037
+128%
增持
IVLU
iShares Edge (msci International Value Factor Etf)
+$1.4M
76,035
+254%
清仓
COMT
Ishr ETF TRST Gsci CMD DYN STR ETF
-$1.4M
0
-100%
增持
XLE
Energy Select Sector SPDR ET
+$1.3M
57,582
+61%
减持
IEMG
iShares Core MSCI Emerging Markets ETF
-$1.3M
166,239
-9%
建仓
VTC
Vanguard Total Corporate Bond ETF
+$1.3M
14,385
增持
CSCO
Cisco Systems Inc
+$1.3M
39,266
+80%
增持
—
Cortexyme I N C
-$1.3M
41,132
+108%
清仓
IGV
iShares Expanded Tech-Software ETF
-$1.3M
0
-100%
增持
INTC
Intel Corp
+$1.3M
38,456
+190%
建仓
AVGO
Broadcom Inc Com
+$1.3M
1,917
增持
TGT
Target Corporation
+$1.3M
7,399
+280%
增持
CVX
Chevron Corporation
+$1.2M
16,612
+132%
建仓
CMDY
Ishrs BLMBRG RL Sel CMDT STRG ETF
+$1.2M
23,559
增持
IJT
iShares S&P SmallCap 600 Growth ETF
+$1.1M
12,656
+166%
减持
ADPT
Adaptive
-$1.1M
177,536
-1%
建仓
IJK
iShares S&P Mid-Cap 400 Growth
+$1.1M
12,839
建仓
QQQM
Invesco Nasdaq 100 ETF
+$1.1M
6,669
增持
XLY
SPDR Consumer Discret Select Sector ETF
+$1.1M
24,748
+11%
增持
LLY
Lilly Eli & Company
+$994.0K
4,381
+368%
增持
IVW
iShares S&P 500 Growth ETF
+$988.0K
75,453
+5%
增持
TMO
Thermo Fisher
+$970.0K
4,646
+25%
增持
VWOB
Vanguard Emerging Markets Government Bond
+$965.0K
17,469
+249%
建仓
BIV
Vanguard Intermediate-Term Bond ETF
+$957.0K
10,929
建仓
PII
Polaris Industries Inc
+$934.0K
8,500
增持
BRK/B
Berkshire Hathaway (B)
+$928.0K
13,090
+20%
清仓
STIP
iShares 0-5 Year (tips Bond Etf)
-$915.0K
0
-100%
增持
IEF
iShares TR Barclays (7 10 YR)
+$895.0K
13,658
+133%
建仓
LOPE
Grand Canyon Education
+$873.0K
10,195
建仓
DOC
Healthpeak PPTYS Inc
+$860.0K
23,851
增持
UPS
United Parcel SVC
+$825.0K
5,194
+227%
增持
VWO
Vanguard FTSE Emerging Markets
+$809.0K
37,265
+80%
增持
UNP
Union Pacific Corp
+$807.0K
4,107
+254%
增持
XLF
Sector SPDR Fincl Select
+$795.0K
142,551
+12%
减持
VIG
Vanguard Dividend Appreciation ETF
-$794.0K
51,786
-18%
增持
VNQ
Vanguard REIT Index ETF
+$790.0K
15,228
+59%
减持
GOVT
iShares US Treasury Bond ETF
-$775.0K
128,835
-19%
建仓
JNK
SPDR Barclays Capital High Yield Bond
+$774.0K
7,134
减持
EFV
iShares MSCI EAFE Value ETF
-$769.0K
66,136
-18%
建仓
MDLZ
Mondelez Intl Inc CL A
+$754.0K
11,326
增持
NFLX
Netflix Com Inc
+$754.0K
5,607
+30%
建仓
BNDX
Vanguard Total Intl Bd Idx ETF
+$750.0K
13,612
减持
NMRK
Newmark Group Inc
+$749.0K
203,994
-5%
减持
ESGE
iShares ESG MSCI EM ETF
-$744.0K
48,669
-25%
清仓
—
Icl Group LTD F
-$725.0K
0
-100%
增持
DEO
Diageo PLC New ADR F
+$709.0K
4,639
+190%
增持
BMY
Bristol Myers Squibb
+$709.0K
21,889
+99%
增持
NKE
Nike Inc Class B
+$707.0K
10,137
+50%
增持
HEZU
iShares Currency Hedged MSCI Eurozone ETF
+$703.0K
342,441
+1%
增持
WM
Waste Management Inc
+$701.0K
9,918
+55%
增持
LOW
Lowes Companies
+$694.0K
4,605
+88%
建仓
MMM
3M Company
+$693.0K
3,902
建仓
AMT
American Tower
+$677.0K
2,306
增持
IJJ
iShares S&P Mid-Cap 400 Value
+$676.0K
15,336
+55%
减持
VOOV
Vanguard Admiral FDS (inc S&P 500 Value Index FD ETF SHS)
-$675.0K
2,474
-67%
建仓
BX
Blackstone Group Inc CL A
+$661.0K
5,110
增持
SCHB
Schwab U.S. Broad Market ETF
+$653.0K
53,879
+3%
建仓
TD
Toronto-Dominion
+$650.0K
8,483
建仓
MFC
Manulife Financial Corpf
+$629.0K
33,031
建仓
CE
Celanese Corp Del
+$620.0K
3,692
增持
GLD
SPDR Gold Trust
+$616.0K
7,626
+82%
增持
—
Accenture PLC CLS A
+$611.0K
2,844
+60%
清仓
IGSB
iShares 1-3 Year Credit Bond
-$608.0K
0
-100%
建仓
SYY
Sysco
+$601.0K
7,659
增持
XLI
SPDR Industrial Select Sector ETF
+$596.0K
41,958
+7%
增持
—
Eaton Corp PLC F
+$571.0K
5,845
+99%
建仓
KKR
KKR & Co Inc Class A
+$568.0K
7,636
增持
IJS
iShares S&P Small Cap 600 Value ETF
+$554.0K
16,443
+42%
增持
PG
Procter & Gamble
+$540.0K
10,175
+26%
减持
DFAC
Dimensional U S Core Equity 2 ETF
+$530.0K
220,938
-0%
减持
T
A T & T Inc New
-$525.0K
81,464
-13%
增持
IVE
iShares S&P 500 Value ETF
+$506.0K
25,566
+6%
建仓
INTU
Intuit Inc
+$499.0K
776
建仓
BSV
Vanguard BD Index FD
+$499.0K
6,180
建仓
BP
BP PLC ADR
+$497.0K
18,664
增持
C
Citigroup Inc
+$488.0K
24,089
+75%
增持
FALN
iShares Fallen Angels Usd Bond ETF
+$482.0K
35,417
+84%
增持
IYW
iShares Russell Top 200 Growth ETF
+$482.0K
10,889
+43%
增持
—
Exxon Mobil Corporation
+$476.0K
23,965
+42%
