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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 16
增持 38
减持 84
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
MINT
PIMCO Enhanced Short Maturity Active ETF
+$28.7M
358,161
+426%
增持
ORCL
Oracle Corporation
+$27.9M
11,434
+55%
减持
AAPL
Apple Inc
-$21.5M
387,189
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。
-0%
减持
SPY
SPDR SP 500 ETF
-$18.2M
69,016
-30%
减持
IJR
iShares Core SP Small-Cap ETF
-$14.4M
92,984
-56%
减持
QQQ
Powershares QQQ R Series 1
-$14.3M
38,423
-44%
减持
VOO
Vanguard SP 500 ETF
-$12.3M
166,641
-2%
增持
MUB
iShares National AMT-Free Muni Bond
+$11.6M
125,421
+684%
减持
APP
Applovin Corp Class A
-$11.2M
544,346
-0%
减持
VIG
Vanguard Dividend Appreciation ETF
-$9.9M
84,175
-38%
减持
VEA
Vanguard FTSE Developed Markets ETF
-$8.2M
920,799
-3%
增持
IXUS
iShares Core MSCI Total International Stock ETF
+$7.0M
147,514
+588%
增持
IVV
iShares Core SP 500 ETF
+$6.3M
158,532
+34%
增持
IWR
iShares Russell Mid-Cap ETF
+$6.0M
151,013
+216%
增持
AMZN
Amazon Com Inc
-$5.6M
150,694
+2171%
减持
IWM
iShares Russell 2000 Index ETF
-$5.5M
99,851
-9%
减持
MSFT
Microsoft Corp
-$5.4M
97,195
-1%
减持
XLK
SPDR Technology Select Sector ETF
-$5.1M
99,726
-11%
减持
ESGU
iShares Esg MSCI USA ETF
-$5.1M
30,165
-60%
增持
VTV
Vanguard Value ETF
+$5.1M
71,641
+142%
减持
AYI
Acuity Brands Inc
-$4.6M
84,700
-9%
减持
GOOG
Alphabet Inc Cap STK GOOG
-$4.3M
5,595
-5%
减持
BAC
Bank Of America
-$3.1M
307,323
-0%
增持
IJJ
iShares SP Mid-Cap 400 Value
+$3.1M
50,079
+235%
减持
IJH
iShares Core SP Mid-Cap ETF
-$2.9M
39,991
-10%
增持
VB
Vanguard Small Cap
+$2.6M
32,119
+121%
减持
IVLU
iShares Edge msci International Value Factor Etf
-$2.5M
34,134
-73%
增持
QS
Quantumscape Corp Class A
-$2.4M
210,875
+1%
增持
GOOGL
Alphabet Inc Cap STK GOOGL
+$2.3M
6,595
+52%
增持
SUSL
iShares Esg MSCI USA Leaders ETF IV
+$2.3M
46,805
+364%
增持
VUG
Vanguard Growth ETF
+$2.3M
75,120
+50%
增持
OEF
iShares SP 100 ETF
+$2.3M
22,909
+187%
增持
IEMG
iShares Core MSCI Emerging Markets ETF
+$2.3M
242,234
+40%
减持
SCHB
Schwab U.S. Broad Market ETF
-$2.1M
83,281
-23%
增持
—
Stance Equity Esg Large Cap Core ETF
-$2.0M
789,417
+2%
增持
UUUU
Energy Fuels Inc Com
-$2.0M
618,017
+12%
增持
IJS
iShares SP Small Cap 600 Value ETF
+$2.0M
41,268
+149%
减持
—
B G C Partners Class A
-$2.0M
1,243,361
-11%
增持
TROW
T Rowe Price Group
-$1.9M
50,561
+0%
减持
IWF
iShares Russell 1000 Growth Index ETF
-$1.8M
26,695
-3%
增持
TSLA
Tesla Motors Inc Com
-$1.8M
5,205
+7%
减持
EFG
iShares MSCI EAFE Growth ETF
-$1.7M
37,709
-23%
减持
JPM
JPMorgan Chase Co
-$1.6M
26,752
-21%
建仓
EEMV
iShares Edge MSCI Min Vol Emerging Markets ETF
+$1.6M
28,785
减持
IVW
iShares SP 500 Growth ETF
-$1.5M
80,656
-3%
减持
IHF
iShares Dow Jones US Health Care ETF
-$1.5M
3,440
-58%
增持
AGG
iShares Core US Aggregate Bond ETF
+$1.4M
52,469
+44%
清仓
—
R One R C M Inc
-$1.4M
0
-100%
减持
IHI
iShares TR U.S. Med Devices ETF
-$1.4M
5,862
-79%
减持
IUSB
iShares TR Core total Usd
-$1.4M
64,113
-28%
建仓
VDE
Vanguard Energy ETF
+$1.4M
13,788
减持
XLF
SPDR Financials Select Sector ETF
-$1.3M
134,019
-8%
减持
NMRK
Newmark Group Inc
-$1.3M
211,732
-0%
建仓
SHY
iShares 1-3 Year Treasury Bond
+$1.3M
15,973
建仓
—
R1 RCM Inc New
+$1.3M
62,552
减持
XLV
SPDR Health Care Select Sector ETF
-$1.3M
66,354
-7%
减持
BRK/B
Berkshire Hathaway B
-$1.3M
11,964
-7%
减持
ESGE
iShares ESG MSCI EM ETF
-$1.2M
30,081
-50%
减持
V
Visa Inc Com CL A
-$1.2M
36,637
-4%
增持
XLY
SPDR Consumer Discret Select Sector ETF
-$1.2M
26,345
+1%
减持
DIS
Disney Walt Co
-$1.2M
27,055
-1%
建仓
HDV
iShares Core High Dividend
+$1.2M
11,791
减持
XLC
Communication Services Select Sector SPDR ETF
-$1.2M
72,104
-3%
减持
VLUE
iShares Edge MSCI USA Value Factor ETF
-$1.1M
26,922
-21%
减持
IXN
iShares Global Tech ETF
-$1.1M
37,268
-23%
增持
EFV
iShares MSCI EAFE Value ETF
+$1.1M
66,260
+89%
减持
TER
Teradyne Inc
-$1.1M
37,530
-0%
减持
TWLO
Twilio Inc Class A
-$1.1M
13,317
-0%
建仓
KHC
Kraft Heinz Co Com
+$1.1M
27,945
减持
META
Meta Platforms Inc
-$1.1M
7,049
-29%
增持
ADPT
Adaptive
-$1.0M
182,161
+0%
减持
DHR
Danaher Corp
-$1.0M
23,453
-2%
减持
—
BlackRock Inc
-$1.0M
4,585
-9%
减持
IWB
iShares Russell 1000 ETF
-$1.0M
17,391
-7%
减持
DFAC
Dimensional U S Core Equity 2 ETF
-$1.0M
217,149
-2%
增持
NFLX
Netflix Com Inc
-$984.0K
7,680
+24%
清仓
LDEM
iShares Esg MSCI Em Leaders ETF
-$959.0K
0
-100%
增持
HEZU
iShares Currency Hedged MSCI Eurozone ETF
-$922.0K
343,836
+1%
增持
TIP
iShares TIPS Bond ETF
+$918.0K
11,827
+243%
清仓
SOXX
iShares TR (PHLX Semiconductor Etf)
-$885.0K
0
-100%
减持
XLI
SPDR Industrial Select Sector ETF
-$883.0K
41,387
-5%
增持
EEM
iShares MSCI Emerging Markets ETF
-$857.0K
194,559
+1%
减持
IYW
iShares Russell Top 200 Growth ETF
-$849.0K
3,157
-70%
增持
EPD
Enterprise Products Partners LP
+$839.0K
94,251
+67%
减持
CMDY
Ishrs BLMBRG RL Sel CMDT STRG ETF
-$839.0K
7,226
-65%
建仓
BNDX
Vanguard Total Intl Bd Idx ETF
+$836.0K
16,887
减持
HD
Home Depot Inc
-$835.0K
28,144
-2%
减持
GLD
SPDR Gold Trust
-$831.0K
5,927
-41%
清仓
—
Atlas Corp F
-$827.0K
0
-100%
增持
LQD
iShares iBoxx Invt Grade Bond ETF
+$793.0K
11,016
+218%
减持
IWP
iShares Russell Mid-Cap Growth ETF
-$782.0K
20,873
-14%
减持
VTC
Vanguard Total Corporate Bond ETF
-$771.0K
5,137
-63%
减持
CMCSA
Comcast Corp New CL A
-$764.0K
90,602
-2%
建仓
ITA
iShares US Aerospace Def ETF
+$753.0K
7,598
清仓
DVYE
iShares Emerging Markets Dividend ETF
-$735.0K
0
-100%
建仓
FLOT
iShares Floating Rate Bond
+$734.0K
14,710
清仓
HUN
Huntsman Corp
-$714.0K
0
-100%
减持
IEF
iShares TR Barclays 7 10 YR
-$703.0K
13,721
-30%
减持
IYE
iShares US Energy ETF
-$681.0K
12,637
-56%
增持
QCOM
Qualcomm Inc
-$678.0K
29,044
+1%
清仓
—
Everi Holdings Inc
-$667.0K
0
-100%
减持
IVE
iShares SP 500 Value ETF
-$648.0K
30,362
-2%
减持
CSCO
Cisco Systems Inc
-$647.0K
33,732
-10%
减持
—
Flextronics
-$645.0K
75,800
-19%
减持
DFAT
Dimensional ETF trust US Targeted Vlu
-$641.0K
99,883
-0%
建仓
TLH
iShares 10-20 Year Tsury Bond ETF
+$639.0K
5,325
减持
—
Discover Finl SVCS
-$637.0K
36,464
-2%
建仓
VTEB
Vanguard Tax-Exempt Bond ETF
+$636.0K
12,746
减持
ILMN
Illumina Inc
-$636.0K
3,843
-0%
减持
TLT
iShares 20 Year Treasury Bond
-$627.0K
3,732
-53%
减持
CVS
C V S Caremark Corp
-$627.0K
47,551
-4%
建仓
DFUV
Dimensional ETF TR us Marketwide Value Etf
+$623.0K
19,721
减持
STIP
iShares 0-5 Year tips Bond Etf
-$614.0K
3,658
-61%
增持
QUAL
Ishars Edg MSCI USA QLTY FCTR ETF
-$613.0K
27,108
+0%
减持
—
Cambium Networks Corp F
-$613.0K
55,989
-8%
减持
TGT
Target Corporation
-$612.0K
6,246
-11%
减持
—
Medtronic PLC F
-$600.0K
19,875
-7%
建仓
—
Astrazeneca ADR Each
+$591.0K
8,953
减持
IJK
iShares SP Mid-Cap 400 Growth
-$582.0K
9,362
-39%
增持
SUB
iShares Short-Term National Muni Bond
+$574.0K
47,760
+13%
清仓
GPRO
Gopro Inc CL A
-$570.0K
0
-100%
减持
BIV
Vanguard Intermediate-Term Bond ETF
-$549.0K
3,387
-66%
减持
PSTG
Pure Storage Inc CL
-$544.0K
56,295
-0%
减持
CHTR
Charter Communicatn
-$539.0K
662
-58%
建仓
MUJ
BlackRock Munihds NJ Qua
+$501.0K
37,855
减持
FISV
Fiserv Inc
-$499.0K
38,618
-0%
减持
RSP
Invesco Exchange traded FD TR SP500 Eql WGT
-$495.0K
3,617
-42%
清仓
SCZ
iShares MSCI EAFE Small-Cap ETF
-$494.0K
0
-100%
减持
IJT
iShares SP Small Cap 600 Growth ETF
-$493.0K
7,573
-27%
减持
IWS
iShares Russell Mid-Cap Value ETF
-$488.0K
13,269
-13%
清仓
COMT
Ishr ETF TRST Gsci CMD DYN STR ETF
-$486.0K
0
-100%
减持
UNP
Union Pacific Corp
-$486.0K
3,060
-27%
增持
DGRO
iShares Trust Core divid GWTH
+$484.0K
64,401
+33%
清仓
BSV
Vanguard ST Bond Index
-$479.0K
0
-100%
建仓
AMG
Affiliated Managers
+$478.0K
4,103
减持
—
Lam Research Corp
-$476.0K
2,528
-12%
增持
WFC
Wells Fargo Co
-$470.0K
62,610
+4%
减持
DFAX
Dimensional ETF trust World Ex US Core
-$464.0K
11,173
-60%
增持
SRLN
SPDR Blackstone Senior Loan ETF
+$459.0K
283,202
+12%
建仓
CWB
SPDR Barclays Convertible Securities ETF
+$453.0K
7,019
减持
EPP
iShares MSCI Pacific ex Japan
-$451.0K
28,017
-15%
清仓
PYPL
Paypal HLDGS Inc Com
-$448.0K
0
-100%
减持
GDX
Vaneck Gold Miners ETF
-$446.0K
24,446
-16%
减持
EWU
iShares MSCI Utd Kingdom ETF New
-$444.0K
92,641
-3%
减持
LLY
Lilly Eli Company
-$439.0K
4,055
-34%
减持
AVGO
Broadcom Inc Com
-$435.0K
904
-35%
减持
RTX
Raytheon
-$427.0K
35,751
-8%
减持
NKE
Nike Inc Class B
-$425.0K
8,258
-12%
增持
IBM
Intl Business Mach
+$422.0K
12,471
+21%
减持
UNH
Unitedhealth Group
-$419.0K
6,012
-13%