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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 44
增持 55
减持 39
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
TWLO
TWILIO INC
-$44.9M
20,296
+3%
清仓
MINT
PIMCO Enhanced Short Maturity Active ETF
-$29.8M
0
-100%
增持
AAPL
APPLE INC
-$25.7M
398,259
+4%
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。
建仓
STNC
HENNESSY FDS TR
+$20.8M
823,292
清仓
—
Stance Equity Esg Large Cap Core ETF
-$19.5M
0
-100%
增持
VTV
VANGUARD INDEX FDS
+$13.3M
143,483
+161%
增持
IVV
ISHARES TR
+$9.5M
149,115
+12%
增持
IVE
ISHARES TR
+$8.4M
107,519
+91%
增持
IEMG
ISHARES INC
+$8.3M
374,682
+75%
增持
VOO
VANGUARD INDEX FDS
+$7.8M
195,180
+6%
增持
TLT
ISHARES TR
+$7.8M
85,017
+1227%
建仓
EMB
ISHARES TR
+$7.6M
90,352
增持
MUB
ISHARES TR
+$6.7M
101,620
+161%
增持
AYI
ACUITY BRANDS INC
+$6.6M
120,181
+42%
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$6.6M
84,606
减持
AMZN
AMAZON COM INC
-$6.5M
128,322
-16%
建仓
SGOV
ISHARES TR
+$6.0M
60,236
建仓
IUSV
ISHARES TR
+$6.0M
84,746
增持
VTI
VANGUARD INDEX FDS
+$5.7M
61,033
+84%
增持
IEFA
ISHARES TR
+$5.6M
155,324
+108%
建仓
IBHF
ISHARES TR
+$5.3M
236,101
减持
APP
APPLOVIN CORP
-$4.9M
543,542
-0%
减持
EEM
ISHARES TR
-$4.8M
202,366
-43%
减持
QQQ
INVESCO QQQ TR
-$4.1M
25,072
-38%
增持
AGG
ISHARES TR
+$4.0M
103,602
+66%
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$3.9M
177,953
减持
SUB
ISHARES TR
-$3.7M
7,013
-84%
减持
GOOGL
ALPHABET INC
-$2.8M
95,300
-19%
减持
SPY
SPDR S&P 500 ETF TR
-$2.6M
61,795
-16%
建仓
—
ISHARES TR
+$2.2M
90,737
减持
VEA
VANGUARD TAX-MANAGED FDS
-$2.2M
194,927
-32%
建仓
MBB
ISHARES TR
+$2.2M
23,624
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$2.2M
1,574
减持
TSLA
TESLA INC
-$2.2M
15,144
-0%
增持
XLI
SELECT SECTOR SPDR TR
+$2.2M
56,806
+38%
减持
IWB
ISHARES TR
-$2.1M
23,316
-35%
增持
IJR
ISHARES TR
+$2.1M
108,209
+16%
建仓
WPC
WP CAREY INC
+$2.1M
26,612
增持
IJH
ISHARES TR
+$2.1M
38,113
+17%
增持
IWM
ISHARES TR
+$2.0M
110,353
+6%
减持
GOVT
ISHARES TR
-$2.0M
11,448
-88%
建仓
PFSI
PENNYMAC FINL SVCS INC NEW
+$2.0M
35,000
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$1.9M
52,627
-28%
建仓
NUMV
NUSHARES ETF TR
+$1.9M
63,280
建仓
—
ISHARES TR
+$1.9M
76,344
增持
IUSB
ISHARES TR
+$1.8M
85,956
+86%
增持
VB
VANGUARD INDEX FDS
+$1.8M
24,115
+56%
建仓
MGV
VANGUARD WORLD FD
+$1.8M
17,083
建仓
MGK
VANGUARD WORLD FD
+$1.7M
10,160
减持
IEF
ISHARES TR
-$1.7M
7,623
-70%
建仓
ESGV
VANGUARD WORLD FD
+$1.7M
25,220
建仓
USHY
ISHARES TR
+$1.6M
47,532
增持
XLK
SELECT SECTOR SPDR TR
+$1.6M
102,348
+9%
减持
IWF
ISHARES TR
-$1.5M
28,495
-21%
建仓
NUEM
NUSHARES ETF TR
+$1.4M
56,810
增持
VGT
VANGUARD WORLD FDS
+$1.4M
5,693
+351%
建仓
VPL
VANGUARD INTL EQUITY INDEX F
+$1.4M
21,906
增持
IXUS
ISHARES TR
+$1.4M
69,449
+35%
建仓
SMH
VANECK ETF TRUST
+$1.4M
6,742
减持
SCHA
SCHWAB STRATEGIC TR
-$1.2M
7,441
-82%
增持
CAT
CATERPILLAR INC
+$1.2M
14,882
+4%
增持
BA
BOEING CO
+$1.2M
16,724
+2%
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$1.2M
20,263
清仓
STIP
iShares 0-5 Year (tips Bond Etf)
-$1.2M
0
-100%
增持
VFH
VANGUARD WORLD FDS
+$1.1M
22,314
+133%
建仓
SOXX
ISHARES TR
+$1.1M
3,205
清仓
EUSB
iShares Esg Advnc TTL Usd BND ETF
-$1.1M
0
-100%
建仓
IYW
ISHARES TR
+$1.1M
14,178
建仓
XHE
SPDR SER TR
+$1.0M
11,560
减持
HD
HOME DEPOT INC
+$1.0M
27,648
-1%
增持
VUG
VANGUARD INDEX FDS
+$1.0M
67,938
+8%
建仓
FBT
FIRST TR EXCHANGE-TRADED FD
+$1.0M
6,575
增持
IHI
ISHARES TR
+$979.0K
23,949
+303%
增持
—
BGC PARTNERS INC
+$955.9K
1,341,630
+3%
减持
GOOG
ALPHABET INC
-$935.0K
118,720
-0%
建仓
EAGG
ISHARES TR
+$885.7K
18,949
增持
JPM
JPMORGAN CHASE & CO
+$862.6K
28,065
+1%
增持
SUSA
ISHARES TR
+$861.9K
31,352
+38%
增持
—
BLACKROCK INC
+$860.4K
4,584
+6%
建仓
IPAC
ISHARES TR
+$848.5K
15,810
建仓
SHYG
ISHARES TR
+$844.3K
20,646
增持
ESGD
ISHARES TR
+$841.6K
18,916
+164%
增持
MRK
MERCK & CO INC
+$830.7K
33,029
+0%
减持
V
VISA INC
+$828.0K
36,604
-4%
建仓
KGRN
KRANESHARES TR
+$818.6K
30,105
增持
XBI
SPDR SER TR
+$808.6K
13,405
+250%
减持
PSTG
PURE STORAGE INC
-$775.7K
38,167
-42%
建仓
FINX
GLOBAL X FDS
+$735.8K
38,223
增持
EEMV
ISHARES INC
+$733.6K
32,413
+67%
清仓
IWX
iShares Russell Top 200 Value ETF
-$718.0K
0
-100%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$707.3K
35,516
+1%
增持
TLH
ISHARES TR
+$700.1K
8,754
+286%
减持
CVX
CHEVRON CORP NEW
+$684.2K
21,406
-3%
增持
MTUM
ISHARES TR
+$675.2K
21,052
+15%
增持
HEDJ
WISDOMTREE TR
+$666.8K
15,692
+126%
建仓
EMQQ
EXCHANGE TRADED CONCEPTS TR
+$654.4K
22,012
增持
PG
PROCTER AND GAMBLE CO
+$651.3K
13,970
+20%
减持
SRLN
SSGA ACTIVE ETF TR
-$651.0K
11,737
-58%
增持
IVW
ISHARES TR
+$633.4K
144,451
+7%
增持
—
UNIVAR SOLUTIONS INC
+$624.0K
65,503
+2%
建仓
—
ETF MANAGERS TR
+$614.0K
15,640
清仓
WD
Walker & Dunlop Inc
-$606.0K
0
-100%
清仓
ICF
iShares Cohen & Steers REIT ETF
-$599.0K
0
-100%
建仓
IBDS
ISHARES TR
+$594.2K
25,425
增持
—
EXXON MOBIL CORP
+$578.5K
24,030
+1%
建仓
VOX
VANGUARD WORLD FDS
+$563.1K
6,846
增持
XLF
SELECT SECTOR SPDR TR
+$554.2K
140,299
+0%
增持
VIS
VANGUARD WORLD FDS
+$544.4K
9,978
+24%
建仓
NULV
NUSHARES ETF TR
+$536.5K
15,670
减持
IWD
ISHARES TR
-$533.6K
3,735
-54%
建仓
QCLN
FIRST TR EXCHANGE-TRADED FD
+$530.1K
11,234
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$522.6K
12,129
+0%
减持
—
R1 RCM INC
-$520.9K
61,291
-5%
减持
IWR
ISHARES TR
-$512.1K
184,580
-11%
减持
IWV
ISHARES TR
-$511.6K
1,239
-67%
清仓
TIP
iShares TIPS Bond ETF
-$507.0K
0
-100%
建仓
—
ISHARES TR
+$501.4K
22,275
减持
—
EVEREST RE GROUP LTD
+$499.7K
7,259
-0%
减持
XLY
SELECT SECTOR SPDR TR
-$490.3K
25,121
-4%
建仓
SCHC
SCHWAB STRATEGIC TR
+$486.0K
15,441
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$483.7K
40,165
+35%
减持
PEP
PEPSICO INC
+$483.5K
32,636
-2%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$479.1K
4,791
+13%
建仓
PBR
PETROLEO BRASILEIRO SA PETRO
+$475.2K
43,500
建仓
—
ISHARES TR
+$473.0K
18,896
建仓
NUDM
NUSHARES ETF TR
+$470.1K
18,220
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$452.2K
3,535
-54%
清仓
MUJ
BlackRock Munihds NJ Qua
-$446.0K
0
-100%
减持
—
MEDTRONIC PLC
-$444.7K
14,371
-26%
增持
EFV
ISHARES TR
+$432.7K
36,786
+13%
减持
ROST
ROSS STORES INC
+$432.7K
13,713
-0%
增持
—
FLEX LTD
+$428.3K
82,073
+3%
增持
IJS
ISHARES TR
+$426.8K
31,253
+6%
增持
XLRE
SELECT SECTOR SPDR TR
+$426.4K
26,060
+75%
建仓
IBDR
ISHARES TR
+$425.0K
18,203
减持
NFLX
NETFLIX INC
+$424.1K
7,651
-2%
减持
ABBV
ABBVIE INC
+$407.4K
15,465
-1%
建仓
BSJQ
INVESCO EXCH TRD SLF IDX FD
+$403.0K
17,900
减持
CMCSA
COMCAST CORP NEW
+$402.2K
83,877
-3%
减持
SHW
SHERWIN WILLIAMS CO
+$397.9K
12,872
-1%
减持
DFAC
DIMENSIONAL ETF TRUST
+$395.7K
215,183
-1%
减持
DIS
DISNEY WALT CO
-$386.3K
26,159
-7%
增持
JNJ
JOHNSON & JOHNSON
+$385.0K
23,843
+2%
清仓
ONEQ
Fidelity Nasdaq (composite Index Tracking Stock)
-$383.0K
0
-100%
增持
ESGE
ISHARES INC
+$377.8K
26,795
+73%
清仓
PDBC
Invesco Optimum Yield Diversified Commodity Strategy
-$371.0K
0
-100%
减持
T
AT&T INC
-$371.0K
35,090
-47%
增持
EMR
EMERSON ELEC CO
+$370.0K
15,157
+2%
清仓
INFL
Listed FD TR Horizon (kinetics)
-$364.0K
0
-100%
减持
IVLU
ISHARES TR
+$357.7K
113,149
-1%
