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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 35
增持 69
减持 36
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$44.0M
402,220
+1%
增持
TWLO
TWILIO INC
+$43.2M
20,300
+0%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$17.8M
575,312
+195%
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
SHY
ISHARES TR
+$17.5M
212,743
增持
IWF
ISHARES TR
+$16.0M
90,465
+217%
增持
IJR
ISHARES TR
+$14.2M
252,342
+133%
增持
VOO
VANGUARD INDEX FDS
+$9.4M
207,340
+6%
增持
IEMG
ISHARES INC
+$8.7M
537,859
+44%
减持
IWM
ISHARES TR
-$8.3M
61,295
-44%
减持
TLT
ISHARES TR
-$7.7M
6,796
-92%
建仓
MINT
PIMCO ETF TR
+$7.6M
76,159
增持
APP
APPLOVIN CORP
+$7.5M
839,303
+54%
减持
VTV
VANGUARD INDEX FDS
-$7.2M
93,528
-35%
减持
EMB
ISHARES TR
-$6.4M
14,436
-84%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$6.1M
5,697
-93%
建仓
EWW
ISHARES INC
+$6.1M
102,363
增持
MSFT
MICROSOFT CORP
+$5.9M
100,181
+5%
建仓
GBIL
GOLDMAN SACHS ETF TR
+$5.7M
57,118
建仓
THD
ISHARES INC
+$5.3M
72,798
增持
MCD
MCDONALDS CORP
+$5.2M
25,144
+260%
增持
XLB
SELECT SECTOR SPDR TR
+$4.5M
66,932
+467%
建仓
EPOL
ISHARES TR
+$4.3M
278,693
建仓
FEZ
SPDR INDEX SHS FDS
+$4.2M
93,305
建仓
HYGH
ISHARES U S ETF TR
+$4.2M
50,358
增持
VUG
VANGUARD INDEX FDS
+$3.9M
73,750
+9%
增持
IEFA
ISHARES TR
+$3.9M
201,314
+30%
建仓
ILF
ISHARES TR
+$3.8M
159,501
增持
SBUX
STARBUCKS CORP
+$3.7M
44,514
+387%
减持
IVV
ISHARES TR
+$3.4M
147,537
-1%
增持
IJH
ISHARES TR
+$3.2M
49,712
+30%
增持
AGG
ISHARES TR
+$3.0M
130,789
+26%
建仓
TFLO
ISHARES TR
+$3.0M
58,650
增持
IVE
ISHARES TR
+$2.9M
122,039
+14%
增持
XLK
SELECT SECTOR SPDR TR
+$2.8M
103,113
+1%
增持
AMZN
AMAZON COM INC
+$2.7M
130,227
+1%
减持
IWR
ISHARES TR
-$2.6M
140,379
-24%
建仓
TDIV
FIRST TR EXCHANGE-TRADED FD
+$2.5M
46,105
建仓
—
GLOBAL X FDS
+$2.2M
143,117
增持
—
BGC PARTNERS INC
+$2.1M
1,370,836
+2%
建仓
CAR
AVIS BUDGET GROUP
+$2.1M
10,677
增持
XLC
SELECT SECTOR SPDR TR
+$2.1M
84,152
+44%
增持
TSLA
TESLA INC
+$2.1M
18,881
+25%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$2.0M
38,613
-27%
建仓
EZU
ISHARES INC
+$2.0M
44,922
增持
QUAL
ISHARES TR
+$2.0M
41,007
+52%
清仓
PFSI
PENNYMAC FINL SVCS INC NEW
-$2.0M
0
-100%
减持
QQQ
INVESCO QQQ TR
-$2.0M
14,625
-42%
增持
GOOG
ALPHABET INC
+$1.9M
119,103
+0%
减持
AYI
ACUITY BRANDS INC
+$1.8M
118,759
-1%
增持
SPY
SPDR S&P 500 ETF TR
+$1.7M
62,027
+0%
增持
FISV
FISERV INC
+$1.6M
45,327
+30%
增持
XLY
SELECT SECTOR SPDR TR
+$1.6M
32,327
+29%
建仓
EMGF
ISHARES INC
+$1.5M
36,699
增持
EFG
ISHARES TR
+$1.5M
38,734
+50%
增持
GOVT
ISHARES TR
+$1.5M
73,438
+541%
减持
—
UNIVAR SOLUTIONS INC
-$1.4M
19,730
-70%
减持
VB
VANGUARD INDEX FDS
-$1.4M
16,059
-33%
建仓
TDTT
FLEXSHARES TR
+$1.4M
57,055
增持
IUSB
ISHARES TR
+$1.4M
113,479
+32%
增持
HEZU
ISHARES TR
+$1.4M
342,107
+1%
减持
EEMV
ISHARES INC
-$1.3M
7,179
-78%
减持
IUSV
ISHARES TR
-$1.3M
63,754
-25%
建仓
PFFA
ETFIS SER TR I
+$1.3M
65,515
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.3M
11,196
+337%
减持
CVS
CVS HEALTH CORP
-$1.3M
38,820
-13%
减持
VTI
VANGUARD INDEX FDS
-$1.2M
51,142
-16%
增持
BAC
BANK AMERICA CORP
-$1.2M
271,345
+0%
增持
STNC
HENNESSY FDS TR
+$1.2M
829,749
+1%
增持
NVDA
NVIDIA CORPORATION
+$1.2M
7,798
+16%
建仓
TBT
PROSHARES TR
+$1.2M
41,335
建仓
IBHG
ISHARES TR
+$1.2M
52,525
减持
GOOGL
ALPHABET INC
+$1.1M
91,956
-4%
清仓
PSTG
PURE STORAGE INC
-$1.0M
0
-100%
减持
IVLU
ISHARES TR
-$1.0M
65,134
-42%
建仓
HYZD
WISDOMTREE TR
+$912.0K
43,909
减持
MGK
VANGUARD WORLD FD
-$906.1K
4,118
-59%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$873.5K
14,963
+23%
清仓
SHYG
ISHARES TR
-$844.3K
0
-100%
增持
—
EXXON MOBIL CORP
+$832.2K
31,759
+32%
增持
CRM
SALESFORCE INC
+$828.5K
8,449
+30%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$813.9K
3,669
+106%
增持
—
ISHARES TR
+$796.8K
108,221
+42%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$791.4K
6,495
-68%
建仓
IGV
ISHARES TR
+$779.4K
2,558
减持
OEF
ISHARES TR
-$689.8K
14,757
-27%
建仓
USFR
WISDOMTREE TR
+$684.4K
13,615
增持
UPS
UNITED PARCEL SERVICE INC
+$681.6K
5,339
+162%
增持
SMH
VANECK ETF TRUST
+$678.6K
7,777
+15%
建仓
HAL
HALLIBURTON CO
+$660.9K
20,887
建仓
—
CALIFORNIA BANCORP INC
+$657.4K
33,698
建仓
HDSN
HUDSON TECHNOLOGIES INC
+$647.4K
74,154
减持
EEM
ISHARES TR
-$646.3K
177,988
-12%
减持
DGRO
ISHARES TR
-$631.4K
42,670
-23%
建仓
DBEU
DBX ETF TR
+$615.9K
16,819
减持
MTUM
ISHARES TR
-$610.1K
17,707
-16%
增持
PEP
PEPSICO INC
+$596.0K
35,823
+10%
减持
ESGU
ISHARES TR
-$585.1K
37,865
-20%
增持
QCOM
QUALCOMM INC
+$571.1K
29,353
+2%
增持
IWB
ISHARES TR
+$567.5K
24,313
+4%
增持
—
DASEKE INC
+$559.8K
126,882
+72%
增持
—
ISHARES TR
+$557.2K
40,896
+116%
减持
MGV
VANGUARD WORLD FD
-$546.8K
11,980
-30%
减持
SGOV
ISHARES TR
-$529.9K
54,704
-9%
增持
QS
QUANTUMSCAPE CORP
+$529.1K
210,709
+0%
增持
—
ISHARES TR
+$528.3K
111,646
+23%
增持
XLE
SELECT SECTOR SPDR TR
+$527.4K
42,967
+24%
减持
IBHF
ISHARES TR
-$526.3K
208,460
-12%
增持
AXP
AMERICAN EXPRESS CO
+$518.7K
5,731
+98%
减持
IMCR
IMMUNOCORE HLDGS PLC
-$509.9K
15,925
-30%
增持
PFE
PFIZER INC
-$509.1K
64,281
+5%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$508.4K
1,576
+0%
增持
BSJR
INVESCO EXCH TRD SLF IDX FD
+$501.7K
32,225
+241%
清仓
—
ISHARES TR
-$501.4K
0
-100%
增持
FTEC
FIDELITY COVINGTON TRUST
+$474.5K
7,092
+101%
减持
V
VISA INC
+$471.1K
35,820
-2%
建仓
IYK
ISHARES TR
+$464.2K
2,330
建仓
DFIC
DIMENSIONAL ETF TRUST
+$442.9K
18,404
清仓
CMDY
ISHARES U S ETF TR
-$439.6K
0
-100%
增持
CALY
TOPGOLF CALLAWAY BRANDS CORP
+$433.9K
83,378
+20%
增持
MUB
ISHARES TR
+$417.7K
103,404
+2%
增持
HD
HOME DEPOT INC
-$413.9K
28,189
+2%
增持
ADPT
ADAPTIVE BIOTECHNOLOGIES COR
+$401.7K
202,711
+12%
增持
NFLX
NETFLIX INC
+$392.7K
7,667
+0%
建仓
DBEF
DBX ETF TR
+$389.3K
11,059
清仓
IP
INTERNATIONAL PAPER CO
-$388.7K
0
-100%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$384.0K
72,931
+17%
增持
—
MAGELLAN MIDSTREAM PRTNRS LP
+$371.8K
13,999
+81%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$362.8K
158,887
-11%
建仓
SPG
SIMON PPTY GROUP INC NEW
+$356.3K
3,182
建仓
CMI
CUMMINS INC
+$355.6K
1,489
建仓
PH
PARKER-HANNIFIN CORP
+$353.5K
1,052
减持
SUSL
ISHARES TR
-$350.4K
6,868
-46%
增持
INTC
INTEL CORP
+$348.3K
40,027
+10%
增持
XLV
SELECT SECTOR SPDR TR
-$344.3K
54,318
+0%
增持
CSCO
CISCO SYS INC
+$339.1K
33,120
+13%
减持
DIS
DISNEY WALT CO
+$338.8K
26,081
-0%
建仓
EIDO
ISHARES TR
+$337.7K
14,350
建仓
AMAT
APPLIED MATLS INC
+$318.4K
2,592
增持
UNH
UNITEDHEALTH GROUP INC
-$317.9K
5,950
+1%
清仓
BNDX
VANGUARD CHARLOTTE FDS
-$312.7K
0
-100%
减持
VGT
VANGUARD WORLD FDS
+$312.3K
5,528
-3%
增持
—
FLEX LTD
+$307.4K
89,902
+10%
增持
MBB
ISHARES TR
+$305.6K
26,357
+12%
清仓
FVD
FIRST TR VALUE LINE DIVID IN
-$305.6K
0
-100%
减持
DBJP
DBX ETF TR
+$293.5K
58,311
-0%
建仓
TXN
TEXAS INSTRS INC
+$291.7K
1,568
清仓
LUMN
LUMEN TECHNOLOGIES INC
-$285.9K
0
-100%
清仓
SCHZ
SCHWAB STRATEGIC TR
-$285.8K
0
-100%
减持
VNQ
VANGUARD INDEX FDS
-$284.5K
12,050
-23%
增持
DHR
DANAHER CORPORATION
-$282.7K
24,321
+1%
