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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 10
增持 57
减持 66
清仓 17
方向
标的
Δ市值
现股数(环比)
增持
EFG
ISHARES TR
+$25.2M
302,523
+681%
增持
GBIL
GOLDMAN SACHS ETF TR
+$23.7M
293,828
+414%
增持
IVV
ISHARES TR
+$18.1M
176,631
+20%
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。
增持
AAPL
APPLE INC
-$14.5M
418,675
+4%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$10.4M
32,087
+1654%
增持
VOO
VANGUARD INDEX FDS
+$9.3M
213,368
+3%
减持
IJH
ISHARES TR
-$9.0M
13,311
-73%
增持
VUG
VANGUARD INDEX FDS
+$7.3M
90,645
+23%
增持
IWF
ISHARES TR
+$7.2M
106,459
+18%
减持
IJR
ISHARES TR
-$7.0M
174,292
-31%
减持
APP
APPLOVIN CORP
+$6.8M
778,803
-7%
增持
HSY
HERSHEY CO
+$6.4M
28,739
+874%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$6.3M
53,191
+375%
增持
XLK
SELECT SECTOR SPDR TR
+$6.0M
124,020
+20%
减持
VTV
VANGUARD INDEX FDS
-$5.4M
53,237
-43%
清仓
THD
ISHARES INC
-$5.3M
0
-100%
增持
EWU
ISHARES TR
+$5.3M
219,848
+295%
减持
AYI
ACUITY BRANDS INC
-$5.1M
101,759
-14%
减持
MSFT
MICROSOFT CORP
+$5.1M
99,755
-0%
增持
PG
PROCTER AND GAMBLE CO
+$4.9M
46,993
+219%
建仓
RS
RELIANCE STEEL & ALUMINUM CO
+$4.7M
17,191
增持
XLI
SELECT SECTOR SPDR TR
+$4.6M
93,755
+75%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$4.5M
661,063
+15%
减持
IEFA
ISHARES TR
-$3.6M
145,439
-28%
建仓
HYS
PIMCO ETF TR
+$3.6M
39,462
增持
MINT
PIMCO ETF TR
+$3.5M
111,107
+46%
增持
IGV
ISHARES TR
+$3.4M
12,088
+373%
增持
SMH
VANECK ETF TRUST
+$3.3M
35,221
+353%
增持
IVW
ISHARES TR
+$3.3M
163,809
+26%
增持
EZU
ISHARES INC
+$3.1M
111,010
+147%
减持
IJT
ISHARES TR
-$3.0M
2,304
-92%
减持
AMZN
AMAZON COM INC
+$2.8M
125,041
-4%
减持
SBUX
STARBUCKS CORP
-$2.8M
18,137
-59%
增持
SUSA
ISHARES TR
+$2.7M
57,689
+88%
减持
IJJ
ISHARES TR
-$2.7M
6,325
-80%
减持
IWM
ISHARES TR
-$2.6M
44,387
-28%
减持
IJS
ISHARES TR
-$2.6M
4,582
-86%
增持
EPOL
ISHARES TR
+$2.4M
348,761
+25%
增持
ESGD
ISHARES TR
+$2.3M
50,306
+172%
减持
MCD
MCDONALDS CORP
-$2.3M
15,985
-36%
增持
IEMG
ISHARES INC
+$2.2M
577,675
+7%
清仓
—
GLOBAL X FDS
-$2.2M
0
-100%
减持
VTI
VANGUARD INDEX FDS
-$2.2M
37,560
-27%
清仓
CAR
AVIS BUDGET GROUP
-$2.1M
0
-100%
增持
TWLO
TWILIO INC
-$2.0M
663,796
+3170%
减持
EEM
ISHARES TR
-$1.8M
131,034
-26%
增持
AZO
AUTOZONE INC
+$1.8M
1,095
+176%
增持
AGG
ISHARES TR
+$1.7M
150,802
+15%
增持
SUSL
ISHARES TR
+$1.6M
27,083
+294%
建仓
ELV
ELEVANCE HEALTH INC
+$1.6M
3,501
增持
FEZ
SPDR INDEX SHS FDS
+$1.5M
124,796
+34%
建仓
GCOR
GOLDMAN SACHS ETF TR
+$1.5M
35,536
减持
MUB
ISHARES TR
-$1.5M
90,624
-12%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$1.4M
31,465
+384%
减持
NUMV
NUSHARES ETF TR
-$1.4M
13,000
-79%
增持
MGK
VANGUARD WORLD FD
+$1.4M
9,625
+134%
增持
XLY
SELECT SECTOR SPDR TR
+$1.4M
36,447
+13%
增持
IEF
ISHARES TR
+$1.3M
20,269
+216%
增持
NVDA
NVIDIA CORPORATION
+$1.3M
8,131
+4%
减持
SPY
SPDR S&P 500 ETF TR
+$1.3M
60,146
-3%
增持
JPM
JPMORGAN CHASE & CO
+$1.2M
34,212
+19%
清仓
MGV
VANGUARD WORLD FD
-$1.2M
0
-100%
减持
NUEM
NUSHARES ETF TR
-$1.2M
11,635
-80%
减持
IUSV
ISHARES TR
-$1.2M
44,870
-30%
清仓
ROP
ROPER TECHNOLOGIES INC
-$1.2M
0
-100%
增持
QQQ
INVESCO QQQ TR
+$1.1M
15,760
+8%
减持
GOVT
ISHARES TR
-$1.1M
27,785
-62%
减持
VDE
VANGUARD WORLD FDS
-$1.1M
4,577
-67%
减持
FISV
FISERV INC
-$1.0M
32,474
-28%
增持
—
BGC PARTNERS INC
-$1.0M
1,391,570
+2%
增持
ESGE
ISHARES INC
+$930.1K
54,652
+115%
增持
UUUU
ENERGY FUELS INC
+$924.4K
946,902
+6%
减持
VGT
VANGUARD WORLD FDS
-$867.3K
2,853
-48%
增持
NFLX
NETFLIX INC
+$852.7K
7,949
+4%
减持
ESGV
VANGUARD WORLD FD
-$785.3K
13,060
-48%
增持
EPP
ISHARES INC
+$770.0K
52,496
+59%
减持
EMB
ISHARES TR
-$748.7K
5,741
-60%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$720.5K
11,436
-24%
增持
XLB
SELECT SECTOR SPDR TR
+$709.7K
73,711
+10%
清仓
—
UNIVAR SOLUTIONS INC
-$691.1K
0
-100%
减持
GS
GOLDMAN SACHS GROUP INC
-$687.5K
1,564
-57%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
+$672.4K
1,573
-0%
清仓
HAL
HALLIBURTON CO
-$660.9K
0
-100%
减持
GOOG
ALPHABET INC
+$637.3K
107,663
-10%
增持
ILF
ISHARES TR
+$632.6K
163,413
+2%
减持
IWP
ISHARES TR
-$630.4K
7,765
-49%
建仓
GBF
ISHARES TR
+$628.1K
6,038
建仓
ESML
ISHARES TR
+$622.6K
17,528
减持
XHE
SPDR SER TR
-$615.7K
4,740
-59%
增持
WM
WASTE MGMT INC DEL
+$612.5K
10,515
+42%
清仓
BABA
ALIBABA GROUP HLDG LTD
-$569.1K
0
-100%
减持
XLC
SELECT SECTOR SPDR TR
+$568.0K
83,686
-1%
减持
MTUM
ISHARES TR
-$564.8K
13,152
-26%
减持
SHY
ISHARES TR
-$559.5K
208,676
-2%
减持
IWR
ISHARES TR
-$541.3K
126,989
-10%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$538.1K
3,992
+9%
减持
IVE
ISHARES TR
+$537.8K
118,236
-3%
减持
WPC
WP CAREY INC
-$537.0K
22,303
-15%
减持
IWS
ISHARES TR
-$507.8K
2,714
-64%
增持
IWB
ISHARES TR
+$504.0K
24,535
+1%
增持
AVGO
BROADCOM INC
+$488.1K
1,044
+60%
增持
QUAL
ISHARES TR
+$472.7K
41,226
+1%
增持
IYW
ISHARES TR
+$469.8K
15,850
+17%
增持
EWW
ISHARES INC
+$452.7K
105,281
+3%
减持
ADPT
ADAPTIVE BIOTECHNOLOGIES COR
-$449.4K
199,786
-1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$448.3K
39,182
+1%
减持
SOXX
ISHARES TR
-$443.1K
1,936
-40%
减持
IBHF
ISHARES TR
-$442.0K
189,488
-9%
增持
—
FLEX LTD
+$438.5K
90,707
+1%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$420.1K
23,155
-31%
减持
XBI
SPDR SER TR
-$418.6K
5,690
-51%
减持
PFE
PFIZER INC
-$408.9K
60,354
-6%
清仓
VTEB
VANGUARD MUN BD FDS
-$407.9K
0
-100%
减持
QCOM
QUALCOMM INC
-$406.8K
28,042
-4%
减持
EAGG
ISHARES TR
-$405.9K
9,939
-45%
增持
SCHB
SCHWAB STRATEGIC TR
+$403.2K
85,960
+2%
减持
VLUE
ISHARES TR
-$399.5K
17,880
-20%
减持
—
DISCOVER FINL SVCS
+$393.7K
33,986
-6%
清仓
VTC
VANGUARD SCOTTSDALE FDS
-$393.6K
0
-100%
建仓
VGK
VANGUARD INTL EQUITY INDEX F
+$392.0K
6,354
清仓
IWD
ISHARES TR
-$391.2K
0
-100%
清仓
DBEF
DBX ETF TR
-$389.3K
0
-100%
减持
DHR
DANAHER CORPORATION
-$382.7K
23,947
-2%
清仓
LCTU
BLACKROCK ETF TRUST
-$381.5K
0
-100%
减持
ECL
ECOLAB INC
-$380.5K
8,534
-28%
清仓
CMI
CUMMINS INC
-$355.6K
0
-100%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$354.2K
4,574
-4%
减持
HEZU
ISHARES TR
+$342.8K
340,456
-0%
减持
—
ETF MANAGERS TR
-$341.3K
7,058
-54%
减持
QCLN
FIRST TR EXCHANGE-TRADED FD
-$338.4K
4,147
-61%
减持
IHF
ISHARES TR
-$337.7K
1,776
-45%
增持
TDIV
FIRST TR EXCHANGE-TRADED FD
+$332.9K
48,188
+5%
建仓
GJUN
FIRST TR EXCHNG TRADED FD VI
+$327.7K
10,880
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$326.9K
20,744
+38%
建仓
BX
BLACKSTONE INC
+$322.0K
3,464
清仓
SCHM
SCHWAB STRATEGIC TR
-$316.3K
0
-100%
减持
USMV
ISHARES TR
-$310.7K
57,168
-9%
建仓
GNMA
ISHARES TR
+$309.5K
7,059
清仓
SCHA
SCHWAB STRATEGIC TR
-$302.1K
0
-100%
减持
—
EXXON MOBIL CORP
-$296.4K
29,709
-6%
增持
JNJ
JOHNSON & JOHNSON
+$291.0K
26,265
+0%
减持
—
EVEREST RE GROUP LTD
-$288.8K
6,686
-7%
清仓
MRNA
MODERNA INC
-$287.2K
0
-100%
减持
BAC
BANK AMERICA CORP
-$285.3K
260,548
-4%
减持
IPAC
ISHARES TR
-$281.3K
10,675
-32%
减持
MRK
MERCK & CO INC
+$280.1K
32,001
-0%
减持
SCHW
SCHWAB CHARLES CORP
-$279.8K
6,176
-49%
减持
T
AT&T INC
-$273.9K
32,175
-21%
增持
WFC
WELLS FARGO CO NEW
+$272.5K
49,521
+1%
减持
DBJP
DBX ETF TR
+$269.4K
57,311
-2%
