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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 12
增持 39
减持 81
清仓 18
方向
标的
Δ市值
现股数(环比)
增持
TWLO
Twilio Inc Class A
+$44.7M
19,793
+49%
减持
ORCL
Oracle Corporation
-$28.0M
7,392
-35%
减持
VEA
Vanguard FTSE Developed Markets ETF
-$27.2M
285,582
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。
-69%
减持
IVV
iShares Core S&P 500 ETF
-$12.3M
133,359
-16%
减持
SRLN
SPDR Blackstone Senior Loan ETF
-$10.7M
27,679
-90%
减持
MUB
iShares National AMT-Free Muni Bond
-$9.3M
38,913
-69%
减持
APP
Applovin Corp Class A
-$8.2M
543,554
-0%
减持
IXUS
iShares Core MSCI Total International Stock ETF
-$5.8M
51,569
-65%
减持
MINT
PIMCO Enhanced Short Maturity Active ETF
-$5.7M
301,274
-16%
增持
EEM
iShares MSCI Emerging Markets ETF
+$4.6M
356,363
+83%
增持
IWB
iShares Russell 1000 ETF
+$3.4M
35,739
+106%
减持
VUG
Vanguard Growth ETF
-$3.3M
62,860
-16%
增持
IWR
iShares Russell Mid-Cap ETF
+$3.2M
208,562
+38%
增持
GOOGL
Alphabet Inc Cap STK (GOOGL)
-$3.2M
116,971
+1674%
增持
IVE
iShares S&P 500 Value ETF
+$3.1M
56,361
+86%
减持
VB
Vanguard Small Cap
-$3.0M
15,449
-52%
增持
IVW
iShares S&P 500 Growth ETF
+$3.0M
135,134
+68%
增持
VOO
Vanguard S&P 500 ETF
+$2.7M
184,169
+11%
减持
IEMG
iShares Core MSCI Emerging Markets ETF
-$2.7M
213,907
-12%
减持
VTV
Vanguard Value ETF
-$2.7M
55,036
-23%
减持
TER
Teradyne Inc
-$2.5M
11,251
-70%
增持
IJT
iShares S&P Small Cap 600 Growth ETF
+$2.2M
29,708
+292%
减持
SUSL
iShares Esg MSCI USA Leaders ETF IV
-$2.2M
14,678
-69%
减持
VIG
Vanguard Dividend Appreciation ETF
-$2.2M
73,396
-13%
增持
MSFT
Microsoft Corp
-$2.0M
98,639
+1%
减持
IJH
iShares Core S&P Mid-Cap ETF
-$1.9M
32,455
-19%
增持
ESGU
iShares Esg MSCI USA ETF
+$1.8M
54,146
+79%
增持
IWF
iShares Russell 1000 Growth Index ETF
+$1.8M
36,094
+35%
减持
IJJ
iShares S&P Mid-Cap 400 Value
-$1.7M
33,353
-33%
减持
EFV
iShares MSCI EAFE Value ETF
-$1.6M
32,585
-51%
增持
UUUU
Energy Fuels Inc Com
+$1.6M
753,930
+22%
建仓
IEV
iShares S&P Euro 350
+$1.5M
40,937
增持
CAT
Caterpillar Inc
+$1.5M
14,337
+207%
减持
XLK
SPDR Technology Select Sector ETF
-$1.5M
94,022
-6%
增持
IVLU
iShares Edge (msci International Value Factor Etf)
+$1.5M
114,668
+236%
减持
HEZU
iShares Currency Hedged MSCI Eurozone ETF
-$1.3M
329,205
-4%
增持
AMZN
Amazon Com Inc
+$1.3M
152,788
+1%
减持
EWU
iShares MSCI Utd Kingdom ETF New
-$1.3M
58,121
-37%
减持
IJS
iShares S&P Small Cap 600 Value ETF
-$1.2M
29,447
-29%
增持
IEFA
iShares Core MSCI EAFE ETF
+$1.2M
74,536
+60%
清仓
HDV
iShares Core High Dividend
-$1.2M
0
-100%
减持
XLC
Communication Services Select Sector SPDR ETF
-$1.1M
57,828
-20%
减持
XLE
SPDR Energy Select Sector SPDR ETF
-$1.1M
40,326
-28%
减持
EFG
iShares MSCI EAFE Growth ETF
-$1.1M
26,772
-29%
减持
SHY
iShares 1-3 Year Treasury Bond
-$1.1M
2,986
-81%
建仓
EUSB
iShares Esg Advnc TTL Usd BND ETF
+$1.1M
25,748
建仓
IMCR
Immunocore HLDGS PLC
+$1.1M
22,731
减持
T
A T & T Inc New
-$1.1M
66,309
-33%
减持
CMCSA
Comcast Corp New CL A
-$1.0M
86,316
-5%
增持
IEF
iShares TR Barclays (7 10 YR)
+$1.0M
25,052
+83%
减持
VTI
Vanguard Total Stock Market ETF
-$953.0K
33,210
-9%
减持
IUSB
iShares TR Core (total Usd)
-$947.0K
46,179
-28%
增持
SCHA
Schwab US Small Cap ETF
+$931.0K
41,011
+158%
减持
XLV
SPDR Health Care Select Sector ETF
-$898.0K
62,845
-5%
清仓
ACWI
iShares MSCI ACWI Index ETF
-$890.0K
0
-100%
减持
LQD
iShares iBoxx Invt Grade Bond ETF
-$890.0K
3,144
-71%
减持
TIP
iShares TIPS Bond ETF
-$840.0K
4,835
-59%
清仓
BNDX
Vanguard Total Intl Bd Idx ETF
-$836.0K
0
-100%
减持
OEF
iShares S&P 100 ETF
-$819.0K
19,278
-16%
减持
EPD
Enterprise Products Partners LP
-$813.0K
62,391
-34%
增持
STIP
iShares 0-5 Year (tips Bond Etf)
+$800.0K
12,193
+233%
增持
GOOG
Alphabet Inc Cap STK (GOOG)
-$769.0K
119,285
+2032%
清仓
ITA
iShares US Aerospace Def ETF
-$753.0K
0
-100%
增持
—
Stance Equity Esg Large Cap Core ETF
+$723.0K
834,393
+6%
建仓
IWX
iShares Russell Top 200 Value ETF
+$718.0K
12,447
清仓
SCHC
Schwab International Small-Cap Eq ETF
-$692.0K
0
-100%
减持
VWO
Vanguard FTSE Emerging Markets
-$666.0K
29,666
-29%
增持
AGG
iShares Core US Aggregate Bond ETF
+$665.0K
62,279
+19%
减持
PFE
Pfizer Incorporated
-$664.0K
64,271
-3%
减持
DGRO
iShares Trust Core (divid GWTH)
-$651.0K
54,352
-16%
减持
EWA
iShares MSCI Australia ETF
-$633.0K
13,105
-69%
减持
ABBV
Abbvie Inc
-$618.0K
15,587
-12%
减持
WFC
Wells Fargo & Co
-$616.0K
45,656
-27%
减持
EEMV
iShares Edge MSCI Min Vol Emerging Markets ETF
-$609.0K
19,460
-32%
增持
—
Globalstar Inc
+$592.0K
875,147
+35%
增持
IWD
iShares Russell 1000 Value Index ETF
+$585.0K
8,090
+128%
减持
RTX
Raytheon
-$559.0K
35,155
-2%
减持
SUB
iShares Short-Term National Muni Bond
-$546.0K
43,383
-9%
减持
ESGE
iShares ESG MSCI EM ETF
-$543.0K
15,487
-49%
减持
INTC
Intel Corp
-$535.0K
36,895
-7%
增持
TSLA
Tesla Motors Inc Com
+$520.0K
15,176
+192%
建仓
VCR
Vanguard Sector (index FDS Vanguard Consumer Discretionary)
+$511.0K
2,169
减持
PEP
Pepsico
-$509.0K
33,391
-7%
增持
NFLX
Netflix Com Inc
+$489.0K
7,784
+1%
清仓
IYE
iShares US Energy ETF
-$481.0K
0
-100%
减持
MRK
Merck & Co Inc New
-$480.0K
32,932
-9%
减持
GS
Goldman Sachs Group
-$477.0K
4,035
-28%
减持
QCOM
Qualcomm Inc
-$471.0K
28,677
-1%
增持
IJR
iShares Core S&P Small-Cap ETF
-$468.0K
93,182
+0%
建仓
NEM
Newmont Mining Corp
+$465.0K
11,078
减持
—
Magellan Midstream Partners
-$461.0K
7,724
-55%
增持
GOVT
iShares US Treasury Bond ETF
+$442.0K
98,932
+31%
增持
V
Visa Inc
-$436.0K
38,150
+4%
减持
VTEB
Vanguard Tax-Exempt Bond ETF
-$434.0K
4,214
-67%
减持
EMR
Emerson Electric Co
-$433.0K
14,837
-22%
增持
TROW
T Rowe Price Group
-$431.0K
50,597
+0%
减持
BA
Boeing Co
-$430.0K
16,368
-7%
减持
FLOT
iShares Floating Rate Bond
-$425.0K
6,159
-58%
清仓
IFRA
iShares US Infrastructure ETF
-$413.0K
0
-100%
减持
GDX
Vaneck Gold Miners ETF
-$410.0K
10,761
-56%
减持
—
BlackRock Inc
-$404.0K
4,341
-5%
减持
META
Meta Platforms Inc
-$397.0K
5,450
-23%
增持
JEPI
JPMorgan Equity Premium Income ETF
+$392.0K
11,828
+208%
减持
TLH
iShares 10-20 Year Tsury Bond ETF
-$392.0K
2,270
-57%
减持
BAC
Bank Of America
-$382.0K
304,113
-1%
减持
IXN
iShares Global Tech ETF
-$380.0K
31,366
-16%
减持
NVDA
Nvidia Corp
-$380.0K
6,521
-16%
清仓
BND
Vanguard Total Bond Market ETF
-$378.0K
0
-100%
减持
WMT
Wal-Mart Stores Inc
-$378.0K
14,037
-22%
清仓
IXC
iShares Global Energy ETF IV
-$369.0K
0
-100%
减持
—
Accenture PLC CLS A
-$358.0K
1,877
-38%
减持
SCHX
Schwab Strategic TR (us Large-Cap Etf)
-$356.0K
5,608
-58%
增持
DVY
iShares Select Dividend ETF
+$354.0K
7,409
+98%
增持
PSTG
Pure Storage Inc CL
+$350.0K
65,690
+17%
减持
JNJ
Johnson & Johnson
-$336.0K
23,427
-0%
减持
DLTR
Dollar Tree Inc Com
-$331.0K
2,344
-44%
减持
ABT
Abbott Laboratories
-$329.0K
13,030
-11%
减持
ESGD
iShares ESG MSCI EAFE ETF
-$328.0K
7,168
-38%
减持
SUSA
iShares TR MSCI USA (esg SLC)
-$325.0K
22,647
-11%
减持
SHW
Sherwin Williams Co
-$321.0K
12,981
-2%
增持
ADBE
Adobe SYS Inc
+$320.0K
2,815
+127%
建仓
IP
Intl Paper Co
+$317.0K
10,020
增持
IWM
iShares Russell 2000 Index ETF
+$314.0K
104,441
+5%
建仓
AA
Alcoa Corp Com
+$314.0K
9,350
减持
IBM
Intl Business Mach
-$311.0K
12,197
-2%
清仓
CHTR
Charter Communicatn
-$310.0K
0
-100%
增持
MKC
McCormick & Co Inc
-$305.0K
25,918
+0%
建仓
XBI
SPDR S&P Biotech ETF
+$304.0K
3,835
减持
IWS
iShares Russell Mid-Cap Value ETF
-$304.0K
10,860
-18%
增持
NMRK
Newmark Group Inc
-$302.0K
216,603
+2%
减持
EFA
iShares MSCI EAFE ETF
-$301.0K
12,240
-22%
清仓
SRE
Sempra Energy
-$290.0K
0
-100%
减持
VLUE
iShares Edge MSCI USA Value Factor ETF
-$286.0K
26,271
-2%
减持
USB
US Bancorp
-$282.0K
32,081
-6%
建仓
SCHM
Schwab U.S. Mid-Cap ETF
+$280.0K
4,640
减持
PG
Procter & Gamble
-$277.0K
11,616
-4%
清仓
FALN
iShares Fallen Angels Usd Bond ETF
-$270.0K
0
-100%
建仓
JNK
SPDR Barclays Capital High Yield Bond
+$268.0K
3,060
减持
ROP
Roper Inds Inc
-$265.0K
2,929
-12%
清仓
BIV
Vanguard Intermediate-Term Bond ETF
-$263.0K
0
-100%
减持
C
Citigroup Inc
-$262.0K
15,709
-21%
增持
IMXI
Interntnl Money Expre005
+$256.0K
66,607
+8%
减持
CSCO
Cisco Systems Inc
-$256.0K
29,556
-12%
清仓
AMT
American Tower
-$254.0K
0
-100%
清仓
—
GlaxoSmithKline PLC Adrf
-$252.0K
0
-100%
清仓
IYW
iShares Russell Top 200 Growth ETF
-$252.0K
0
-100%
清仓
FNDA
Schwab Fundamental US Small Cap Fund
-$246.0K
0
-100%
建仓
INTU
Intuit Inc
+$245.0K
634
减持
IWP
iShares Russell Mid-Cap Growth ETF
-$244.0K
17,973
-14%
清仓
SYY
Sysco
-$242.0K
0
-100%