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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 16
增持 64
减持 52
清仓 18
方向
标的
Δ市值
现股数(环比)
减持
EMB
iShares JPMorgan USD Emerging Markets Bond ETF
-$32.6M
2,529
-99%
增持
APP
Applovin Corp Class A
-$21.2M
544,396
+0%
减持
AAPL
Apple Inc
+$16.5M
387,429
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。
-30%
增持
VIG
Vanguard Dividend Appreciation ETF
+$13.1M
135,516
+162%
增持
IJR
iShares Core S&P Small-Cap ETF
+$12.6M
212,709
+135%
增持
IVV
iShares Core S&P 500 ETF
+$11.8M
118,573
+35%
建仓
SRLN
SPDR Blackstone Senior Loan ETF
+$11.3M
252,088
增持
IWM
iShares Russell 2000 Index ETF
+$10.4M
109,354
+102%
增持
AYI
Acuity Brands Inc
+$8.5M
93,000
+116%
减持
MINT
PIMCO Enhanced Short Maturity Active ETF
-$8.1M
68,134
-54%
增持
VEA
Vanguard FTSE Developed Markets ETF
+$7.0M
953,769
+25%
增持
VOO
Vanguard S&P 500 ETF
+$6.6M
169,316
+16%
减持
LQD
iShares iBoxx Invt Grade Bond ETF
-$6.6M
3,467
-93%
减持
VTV
Vanguard Value ETF
-$5.4M
29,652
-55%
增持
IJH
iShares Core S&P Mid-Cap ETF
+$5.0M
44,347
+82%
减持
TLT
iShares 20 Year Treasury Bond
-$4.8M
7,989
-80%
增持
SPY
SPDR S&P 500 ETF
+$4.2M
98,031
+16%
增持
SUB
iShares Short-Term National Muni Bond
+$4.2M
42,312
+1894%
增持
IWB
iShares Russell 1000 ETF
+$4.0M
18,625
+653%
增持
AMZN
Amazon Com Inc
+$2.7M
6,635
+17%
增持
ADPT
Adaptive
-$2.5M
181,711
+2%
增持
HD
Home Depot Inc
-$2.4M
28,579
+9%
减持
—
Stance Equity Esg Large Cap Core ETF
-$2.3M
775,437
-2%
减持
IWF
iShares Russell 1000 Growth Index ETF
-$2.0M
27,645
-13%
减持
VB
Vanguard Small Cap
-$1.9M
14,560
-34%
增持
SUSA
iShares TR MSCI USA (esg SLC)
+$1.8M
23,441
+434%
减持
EEM
iShares MSCI Emerging Markets ETF
-$1.7M
191,767
-10%
减持
TIP
iShares TIPS Bond ETF
-$1.7M
3,449
-79%
减持
EFG
iShares MSCI EAFE Growth ETF
-$1.7M
48,780
-16%
增持
TER
Teradyne Inc
-$1.6M
37,619
+1%
减持
EFV
iShares MSCI EAFE Value ETF
-$1.6M
35,093
-47%
减持
GOVT
iShares US Treasury Bond ETF
-$1.6M
75,079
-42%
增持
GOOGL
Alphabet Inc Cap STK (GOOGL)
+$1.6M
4,332
+20%
增持
WFC
Wells Fargo & Co New
+$1.4M
60,297
+94%
建仓
—
Cambium Networks Corp F
+$1.4M
60,641
清仓
VWOB
Vanguard Emerging Markets Government Bond
-$1.4M
0
-100%
增持
TSLA
Tesla Motors Inc Com
+$1.4M
4,880
+32%
增持
SHW
Sherwin Williams Co
-$1.3M
13,234
+0%
减持
IWP
iShares Russell Mid-Cap Growth ETF
-$1.3M
24,237
-26%
增持
IVLU
iShares Edge (msci International Value Factor Etf)
+$1.3M
127,423
+68%
减持
XLC
Communication Services Select Sector SPDR ETF
-$1.3M
74,075
-10%
减持
MUB
iShares National AMT-Free Muni Bond
-$1.3M
15,999
-39%
增持
TWLO
Twilio Inc Class A
-$1.3M
13,356
+2%
增持
IWR
iShares Russell Mid-Cap ETF
+$1.2M
47,864
+59%
减持
—
BlackRock Inc
-$1.2M
5,024
-9%
增持
UUUU
Energy Fuels Inc Com
+$1.2M
549,575
+10%
减持
HEZU
iShares Currency Hedged MSCI Eurozone ETF
-$1.2M
341,723
-0%
增持
V
Visa Inc Com CL A
+$1.1M
38,095
+12%
增持
NFLX
Netflix Com Inc
-$1.1M
6,213
+11%
减持
XLE
Energy Select Sector SPDR ET
+$1.0M
55,145
-4%
建仓
STIP
iShares 0-5 Year (tips Bond Etf)
+$985.0K
9,394
清仓
IXG
iShares Global Financials ETF IV
-$984.0K
0
-100%
增持
MSFT
Microsoft Corp
-$978.0K
98,459
+6%
增持
OEF
iShares S&P 100 ETF
+$947.0K
7,981
+144%
增持
CVX
Chevron Corporation
+$937.0K
17,728
+7%
减持
VLUE
iShares Edge MSCI USA Value Factor ETF
-$929.0K
34,030
-17%
减持
IXN
iShares Global Tech ETF
-$914.0K
48,602
-16%
减持
USMV
iShares MSCI USA Minimum Volatility ETF
-$905.0K
57,076
-13%
清仓
SHY
iShares 1-3 Year Treasury Bond
-$877.0K
0
-100%
清仓
BBCP
Concrete Pumping Holding
-$843.0K
0
-100%
减持
BA
Boeing Co
-$839.0K
13,104
-21%
增持
—
Exxon Mobil Corporation
+$838.0K
27,900
+16%
增持
XLK
SPDR Technology Select Sector ETF
-$837.0K
112,087
+4%
减持
ECL
Ecolab Inc
-$828.0K
13,624
-1%
增持
IVE
iShares S&P 500 Value ETF
+$817.0K
30,962
+21%
增持
JNJ
Johnson & Johnson
+$815.0K
23,629
+20%
建仓
SCHA
Schwab US Small Cap ETF
+$797.0K
16,838
增持
QCOM
Qualcomm Inc
-$790.0K
28,719
+1%
清仓
JNK
SPDR Barclays Capital High Yield Bond
-$774.0K
0
-100%
建仓
ESGD
iShares ESG MSCI EAFE ETF
+$762.0K
10,339
增持
VUG
Vanguard Growth ETF
-$759.0K
50,225
+6%
清仓
BNDX
Vanguard Total Intl Bd Idx ETF
-$750.0K
0
-100%
减持
BBEU
J P Morgan Exchange Betabuilders Europe ETF
-$728.0K
4,148
-74%
增持
NVDA
Nvidia Corp
+$721.0K
4,947
+132%
清仓
BBJP
J P Morgan Exchange Betabuilders Japan ETF
-$721.0K
0
-100%
减持
FALN
iShares Fallen Angels Usd Bond ETF
-$714.0K
12,523
-65%
建仓
LMNR
Limoneira Co
+$681.0K
46,450
增持
GOOG
Alphabet Inc Cap STK (GOOG)
+$668.0K
5,906
+8%
增持
BAC
Bank Of America
-$666.0K
308,071
+3%
减持
—
Atlas Corp F
-$657.0K
56,362
-46%
减持
BRK/B
Berkshire Hathaway (B)
+$633.0K
12,883
-2%
减持
—
Lam Research Corp
-$630.0K
2,889
-5%
减持
HUN
Huntsman Corp
-$629.0K
19,041
-51%
增持
IMXI
Interntnl Money Expre005
+$627.0K
67,481
+41%
增持
IWV
iShares Russell 3000 ETF
+$621.0K
3,852
+174%
建仓
GPRO
Gopro Inc CL A
+$570.0K
66,876
增持
IUSB
iShares TR Core (total Usd)
+$561.0K
88,468
+22%
增持
LLY
Lilly Eli & Company
+$543.0K
6,122
+40%
增持
IEF
iShares TR Barclays (7 10 YR)
+$536.0K
19,600
+44%
增持
GLD
SPDR Gold Trust
+$526.0K
10,127
+33%
减持
QQQM
Invesco Nasdaq 100 ETF
-$518.0K
3,845
-42%
增持
EFA
iShares MSCI EAFE ETF
+$502.0K
14,065
+108%
建仓
PSA
Public Storage
+$487.0K
1,248
建仓
COMT
Ishr ETF TRST Gsci CMD DYN STR ETF
+$486.0K
12,151
建仓
INFL
Listed FD TR Horizon (kinetics)
+$480.0K
14,425
增持
JPM
JPMorgan Chase & Co
-$478.0K
33,885
+5%
清仓
IWO
iShares Russell 2000 Growth ETF
-$477.0K
0
-100%
增持
DIS
Disney Walt Co
-$471.0K
27,445
+0%
减持
IJT
iShares S&P Small Cap 600 Growth ETF
-$466.0K
10,319
-18%
增持
IYE
iShares US Energy ETF
+$464.0K
28,420
+22%
清仓
—
Interpublic Group
-$454.0K
0
-100%
减持
—
Eaton Corp PLC F
-$445.0K
3,724
-36%
增持
NMRK
Newmark Group Inc
-$438.0K
212,072
+4%
清仓
BBAX
J P Morgan Exch Betabuilders Develo
-$435.0K
0
-100%
清仓
—
Total SA Spon ADR Ea
-$432.0K
0
-100%
减持
TMO
Thermo Fisher
-$422.0K
4,535
-2%
减持
AMT
American Tower
-$421.0K
1,022
-56%
减持
NKE
Nike Inc Class B
-$418.0K
9,427
-7%
减持
—
Garmin LTD Com
-$410.0K
2,500
-52%
清仓
SLQD
iShares Trust 0-5 YR Corporate Bond Fund ETF
-$408.0K
0
-100%
减持
CSCO
Cisco Systems Inc
-$403.0K
37,400
-5%
减持
AVGO
Broadcom Inc Com
-$401.0K
1,389
-28%
减持
ABT
Abbott Laboratories
-$399.0K
14,801
-3%
减持
—
Unilever PLC
-$393.0K
14,279
-26%
减持
IXUS
iShares Core MSCI Total International Stock ETF
-$393.0K
21,430
-16%
增持
CHTR
Charter Communicatn
+$391.0K
1,558
+122%
减持
RTX
Raytheon
+$390.0K
38,997
-3%
减持
IWD
iShares Russell 1000 Value Index ETF
-$385.0K
3,575
-39%
增持
—
Univar Inc Com
+$382.0K
52,228
+14%
建仓
EOG
Eog Resources Inc
+$382.0K
3,206
建仓
SHEL
Shell PLC F Unsponsored ADR
+$372.0K
6,787
减持
WM
Waste Management Inc
-$368.0K
8,121
-18%
增持
PFE
Pfizer Incorporated
-$364.0K
66,885
+3%
建仓
EPAM
Epam SYS Inc Com
+$355.0K
1,200
增持
META
Meta Platforms Inc
-$354.0K
9,877
+30%
减持
—
Cortexyme I N C
-$352.0K
27,019
-34%
清仓
EA
Electronic Arts
-$351.0K
0
-100%
增持
CRM
Salesforce Com Inc
+$343.0K
7,350
+53%
清仓
SCHE
Schwab Emerging Markets Equity ETF
-$342.0K
0
-100%
清仓
BBCA
J P Morgan (exchange-Traded FD Betabuilders Cda)
-$342.0K
0
-100%
增持
PSTG
Pure Storage Inc CL
+$337.0K
56,387
+11%
增持
IEMG
iShares Core MSCI Emerging Markets ETF
-$335.0K
173,109
+4%
建仓
VEU
Vanguard FTSE All-World ex-US ETF
+$331.0K
5,757
减持
TD
Toronto-Dominion
-$326.0K
4,090
-52%
减持
BX
Blackstone Group Inc CL A
-$326.0K
2,641
-48%
增持
ROST
Ross Stores Inc
-$325.0K
13,767
+0%
增持
IEFA
iShares Core MSCI EAFE ETF
+$320.0K
39,441
+22%
增持
PEP
Pepsico
+$319.0K
36,172
+10%
减持
VGT
Vanguard Information Technology ETF
-$317.0K
1,243
-32%
增持
AMGN
Amgen Incorporated
+$302.0K
5,596
+20%
增持
CVS
C V S Caremark Corp
+$302.0K
49,730
+8%
减持
DEO
Diageo PLC
-$300.0K
3,518
-24%
清仓
HAS
Hasbro Inc
-$300.0K
0
-100%
增持
SBUX
Starbucks Corp
-$300.0K
11,832
+1%
清仓
HAIN
Hain Celestial Group
-$299.0K
0
-100%
清仓
SU
Suncor Energy Inc New F
-$298.0K
0
-100%
建仓
BABA
Alibaba Group HLDG
+$297.0K
2,733
增持
VTI
Vanguard Total Stock Market ETF
-$294.0K
28,734
+1%
减持
BP
BP PLC ADR
-$292.0K
7,006
-62%
建仓
REGN
Regeneron
+$289.0K
415
