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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 34
增持 63
减持 45
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
TWLO
TWILIO INC
-$41.4M
13,796
-98%
增持
SPY
SPDR S&P 500 ETF TR
+$29.0M
129,956
+116%
增持
IVV
ISHARES TR
+$24.9M
240,183
+36%
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
DFAC
DIMENSIONAL ETF TRUST
+$16.9M
869,338
+304%
建仓
DFAX
DIMENSIONAL ETF TRUST
+$10.6M
471,933
减持
IVE
ISHARES TR
-$10.0M
58,348
-51%
增持
GBIL
GOLDMAN SACHS ETF TR
+$9.6M
389,687
+33%
增持
AAPL
APPLE INC
-$8.1M
427,007
+2%
减持
MINT
PIMCO ETF TR
-$7.7M
33,372
-70%
建仓
BGC
BGC GROUP INC
+$7.3M
1,386,734
减持
AYI
ACUITY BRANDS INC
-$6.9M
57,000
-44%
增持
WMT
WALMART INC
+$6.8M
55,851
+308%
清仓
EPOL
ISHARES TR
-$6.7M
0
-100%
清仓
—
BGC PARTNERS INC
-$6.2M
0
-100%
减持
APP
APPLOVIN CORP
+$5.9M
649,463
-17%
减持
EWW
ISHARES INC
-$5.6M
16,862
-84%
建仓
MOAT
VANECK ETF TRUST
+$5.4M
71,576
建仓
IYE
ISHARES TR
+$5.0M
105,487
减持
IEMG
ISHARES INC
-$4.9M
495,223
-14%
减持
XLB
SELECT SECTOR SPDR TR
-$4.7M
17,405
-76%
减持
FEZ
SPDR INDEX SHS FDS
-$4.7M
23,899
-81%
减持
EZU
ISHARES INC
-$4.7M
9,063
-92%
减持
EWU
ISHARES TR
-$4.5M
83,979
-62%
增持
DFAT
DIMENSIONAL ETF TRUST
+$4.2M
192,664
+93%
增持
IWR
ISHARES TR
+$4.1M
192,373
+51%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$4.0M
100,434
+219%
减持
IEFA
ISHARES TR
-$3.8M
93,711
-36%
建仓
SKYY
FIRST TR EXCHANGE TRADED FD
+$3.7M
49,226
建仓
AVDE
AMERICAN CENTY ETF TR
+$3.6M
64,986
增持
VTI
VANGUARD INDEX FDS
+$3.5M
55,433
+48%
减持
VTV
VANGUARD INDEX FDS
-$3.5M
29,649
-44%
建仓
ITB
ISHARES TR
+$3.3M
42,549
增持
USHY
ISHARES TR
+$3.2M
136,798
+205%
建仓
VCSH
VANGUARD SCOTTSDALE FDS
+$3.1M
41,263
建仓
DFIV
DIMENSIONAL ETF TRUST
+$3.0M
92,903
增持
IJH
ISHARES TR
+$3.0M
25,891
+95%
建仓
VGIT
VANGUARD SCOTTSDALE FDS
+$3.0M
52,466
增持
AGG
ISHARES TR
+$2.8M
186,967
+24%
增持
UUUU
ENERGY FUELS INC
+$2.7M
978,459
+3%
增持
ITOT
ISHARES TR
+$2.6M
34,578
+381%
增持
IWB
ISHARES TR
+$2.5M
36,150
+47%
增持
VOO
VANGUARD INDEX FDS
-$2.4M
215,122
+1%
增持
IUSB
ISHARES TR
+$2.4M
179,629
+49%
建仓
AVUV
AMERICAN CENTY ETF TR
+$2.3M
30,016
增持
TFLO
ISHARES TR
+$2.2M
101,472
+77%
增持
EAGG
ISHARES TR
+$2.2M
59,582
+499%
增持
DVY
ISHARES TR
+$2.1M
25,047
+321%
减持
AZO
AUTOZONE INC
-$2.0M
295
-73%
清仓
IEF
ISHARES TR
-$2.0M
0
-100%
增持
SDY
SPDR SER TR
+$1.9M
21,215
+420%
建仓
AVUS
AMERICAN CENTY ETF TR
+$1.9M
26,160
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.9M
69,678
+31%
增持
SBUX
STARBUCKS CORP
+$1.8M
39,914
+120%
建仓
VTIP
VANGUARD MALVERN FDS
+$1.8M
38,619
减持
STNC
HENNESSY FDS TR
-$1.8M
804,876
-2%
增持
SPG
SIMON PPTY GROUP INC NEW
+$1.8M
19,570
+545%
增持
DFUV
DIMENSIONAL ETF TRUST
+$1.7M
71,226
+261%
增持
SPYM
SPDR SER TR
+$1.7M
49,093
+243%
减持
IBHF
ISHARES TR
-$1.7M
117,228
-38%
增持
SHY
ISHARES TR
+$1.7M
229,430
+10%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.5M
15,341
+34%
增持
MCD
MCDONALDS CORP
+$1.5M
23,696
+48%
增持
HSY
HERSHEY CO
-$1.4M
28,762
+0%
增持
IUSV
ISHARES TR
+$1.4M
65,612
+46%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.4M
729,714
+10%
建仓
IAU
ISHARES GOLD TR
+$1.4M
38,621
建仓
DUHP
DIMENSIONAL ETF TRUST
+$1.3M
52,309
减持
VUG
VANGUARD INDEX FDS
-$1.3M
89,504
-1%
增持
MSFT
MICROSOFT CORP
-$1.2M
103,779
+4%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$1.2M
108,759
-32%
清仓
TBT
PROSHARES TR
-$1.2M
0
-100%
减持
VB
VANGUARD INDEX FDS
-$1.1M
9,674
-35%
减持
MUB
ISHARES TR
-$1.1M
83,320
-8%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$1.1M
5
+67%
减持
—
DISCOVER FINL SVCS
-$1.1M
33,148
-2%
减持
GOOG
ALPHABET INC
+$1.1M
107,094
-1%
增持
GOOGL
ALPHABET INC
+$1.1M
80,252
+2%
建仓
BABA
ALIBABA GROUP HLDG LTD
+$1.1M
12,483
减持
ILF
ISHARES TR
-$1.0M
132,951
-19%
建仓
AVEM
AMERICAN CENTY ETF TR
+$1.0M
19,485
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$1.0M
6,704
+47%
建仓
AVDV
AMERICAN CENTY ETF TR
+$959.3K
16,583
清仓
KHC
KRAFT HEINZ CO
-$955.5K
0
-100%
增持
XLK
SELECT SECTOR SPDR TR
-$951.2K
125,730
+1%
减持
RTX
RTX CORPORATION
-$943.5K
34,489
-1%
清仓
—
MAGELLAN MIDSTREAM PRTNRS LP
-$872.4K
0
-100%
减持
MBB
ISHARES TR
-$871.8K
19,321
-30%
减持
CVS
CVS HEALTH CORP
-$859.5K
25,757
-33%
建仓
OMF
ONEMAIN HLDGS INC
+$855.4K
21,336
建仓
REET
ISHARES TR
+$839.7K
39,244
减持
ESGU
ISHARES TR
-$835.7K
29,823
-20%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$821.3K
15,981
+221%
建仓
TCHP
T ROWE PRICE ETF INC
+$813.4K
29,949
减持
IWM
ISHARES TR
-$772.9K
42,456
-4%
增持
EMB
ISHARES TR
+$771.7K
15,372
+168%
增持
TLT
ISHARES TR
+$770.8K
15,144
+172%
清仓
SUB
ISHARES TR
-$769.9K
0
-100%
减持
—
CAMBIUM NETWORKS CORP
-$768.8K
56,272
-27%
建仓
VXUS
VANGUARD STAR FDS
+$767.0K
14,331
建仓
DIHP
DIMENSIONAL ETF TRUST
+$744.2K
32,093
增持
SUSA
ISHARES TR
+$736.5K
67,930
+18%
增持
—
GLOBALSTAR INC
+$720.8K
1,946,000
+15%
减持
SCHB
SCHWAB STRATEGIC TR
-$705.6K
74,995
-13%
减持
IYW
ISHARES TR
-$688.0K
9,881
-38%
建仓
SPSM
SPDR SER TR
+$687.4K
18,630
增持
IVLU
ISHARES TR
+$687.0K
93,724
+41%
增持
CSCO
CISCO SYS INC
+$683.1K
42,571
+37%
减持
QCOM
QUALCOMM INC
-$674.9K
23,979
-14%
减持
USMV
ISHARES TR
-$668.8K
49,186
-14%
建仓
OKE
ONEOK INC NEW
+$667.1K
10,517
增持
HEZU
ISHARES TR
-$648.5K
341,178
+0%
建仓
KLAC
KLA CORP
+$643.5K
1,403
建仓
IDEV
ISHARES TR
+$626.1K
10,743
建仓
VLTO
VERALTO CORP
+$622.3K
7,311
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$612.7K
2,218
+164%
增持
IWF
ISHARES TR
-$583.0K
107,737
+1%
减持
MTUM
ISHARES TR
-$581.6K
9,387
-29%
减持
BAC
BANK AMERICA CORP
-$575.9K
251,983
-3%
减持
PEP
PEPSICO INC
-$563.8K
34,209
-0%
建仓
BSV
VANGUARD BD INDEX FDS
+$539.1K
7,171
建仓
AVLV
AMERICAN CENTY ETF TR
+$530.6K
10,073
增持
GCOR
GOLDMAN SACHS ETF TR
+$530.6K
50,536
+42%
建仓
—
BLUEGREEN VACATIONS HLDG COR
+$523.5K
14,272
建仓
VTEB
VANGUARD MUN BD FDS
+$512.3K
10,652
减持
WPC
WP CAREY INC
-$511.0K
18,495
-17%
建仓
MELI
MERCADOLIBRE INC
+$507.2K
400
建仓
VO
VANGUARD INDEX FDS
+$504.5K
2,423
减持
FISV
FISERV INC
-$503.6K
31,808
-2%
减持
TLH
ISHARES TR
-$495.3K
4,089
-50%
增持
LLY
ELI LILLY & CO
+$494.9K
3,174
+23%
增持
NFLX
NETFLIX INC
-$492.7K
7,968
+0%
减持
VLUE
ISHARES TR
-$486.9K
13,013
-27%
增持
VNQ
VANGUARD INDEX FDS
+$484.5K
17,681
+72%
增持
—
EATON CORP PLC
+$480.0K
4,340
+96%
增持
EFV
ISHARES TR
+$466.4K
42,423
+29%
增持
EFG
ISHARES TR
-$465.2K
329,067
+9%
减持
XLF
SELECT SECTOR SPDR TR
-$464.9K
135,103
-8%
增持
XLP
SELECT SECTOR SPDR TR
+$464.5K
36,442
+32%
增持
HON
HONEYWELL INTL INC
+$456.5K
6,967
+74%
增持
IMXI
INTERNATIONAL MNY EXPRESS IN
-$445.6K
81,225
+9%
减持
DGRO
ISHARES TR
-$442.5K
34,043
-18%
增持
ESGD
ISHARES TR
+$442.0K
59,465
+18%
增持
CVX
CHEVRON CORP NEW
+$433.8K
23,879
+5%
清仓
DFIC
DIMENSIONAL ETF TRUST
-$432.7K
0
-100%
增持
PANW
PALO ALTO NETWORKS INC
+$432.1K
3,758
+114%
减持
EEM
ISHARES TR
-$425.9K
125,370
-4%
减持
PFE
PFIZER INC
-$425.0K
53,929
-11%
增持
NVDA
NVIDIA CORPORATION
+$422.6K
8,879
+9%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
-$417.2K
1,609
+2%
减持
ESGV
VANGUARD WORLD FD
-$410.2K
8,150
-38%
