小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 14
增持 67
减持 49
清仓 20
方向
标的
Δ市值
现股数(环比)
增持
TWLO
TWILIO INC
+$49.5M
663,196
+4707%
增持
VOO
VANGUARD INDEX FDS
+$35.4M
275,154
+28%
减持
EFG
ISHARES TR
-$23.2M
53,390
-84%
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
SPY
SPDR S&P 500 ETF TR
+$21.1M
160,908
+24%
增持
IWB
ISHARES TR
+$17.1M
97,587
+170%
减持
IJR
ISHARES TR
-$14.4M
30,293
-84%
增持
AGG
ISHARES TR
+$13.6M
313,698
+68%
减持
SHY
ISHARES TR
-$9.8M
107,161
-53%
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$9.0M
179,107
增持
VEA
VANGUARD TAX-MANAGED FDS
+$7.9M
829,927
+14%
增持
XLK
SELECT SECTOR SPDR TR
+$7.4M
145,425
+16%
增持
IWF
ISHARES TR
+$7.1M
118,171
+10%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$6.4M
32,979
+115%
增持
MSFT
MICROSOFT CORP
+$6.4M
104,095
+0%
减持
AAPL
APPLE INC
+$6.3M
412,447
-3%
建仓
SCHZ
SCHWAB STRATEGIC TR
+$6.1M
130,166
增持
VXUS
VANGUARD STAR FDS
+$6.0M
117,449
+720%
清仓
MOAT
VANECK ETF TRUST
-$5.4M
0
-100%
减持
IVV
ISHARES TR
+$5.1M
227,693
-5%
减持
IUSB
ISHARES TR
-$4.7M
68,821
-62%
减持
IJH
ISHARES TR
-$4.6M
6,812
-74%
清仓
RS
RELIANCE STEEL & ALUMINUM CO
-$4.5M
0
-100%
增持
VUG
VANGUARD INDEX FDS
+$4.5M
92,718
+4%
减持
WMT
WALMART INC
-$4.4M
28,397
-49%
减持
GBIL
GOLDMAN SACHS ETF TR
-$4.4M
345,752
-11%
清仓
HYGH
ISHARES U S ETF TR
-$4.3M
0
-100%
减持
SMH
VANECK ETF TRUST
-$4.1M
7,947
-79%
建仓
COST
COSTCO WHSL CORP NEW
+$4.1M
6,108
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$3.9M
32,749
-67%
清仓
HYS
PIMCO ETF TR
-$3.9M
0
-100%
减持
TFLO
ISHARES TR
-$3.6M
30,571
-70%
建仓
CIBR
FIRST TR EXCHANGE TRADED FD
+$3.6M
66,307
减持
HSY
HERSHEY CO
-$3.5M
12,198
-58%
清仓
ILF
ISHARES TR
-$3.4M
0
-100%
清仓
MINT
PIMCO ETF TR
-$3.3M
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$3.3M
26,060
-47%
增持
IEFA
ISHARES TR
+$3.2M
130,640
+39%
减持
IWM
ISHARES TR
-$3.1M
21,987
-48%
减持
IYE
ISHARES TR
-$3.1M
44,443
-58%
减持
AMZN
AMAZON COM INC
+$3.0M
127,924
-1%
减持
ITB
ISHARES TR
-$3.0M
3,316
-92%
建仓
SCHA
SCHWAB STRATEGIC TR
+$2.8M
60,093
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$2.8M
37,249
+11%
增持
BGC
BGC GROUP INC
+$2.8M
1,396,738
+1%
减持
DFAC
DIMENSIONAL ETF TRUST
+$2.6M
868,392
-0%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$2.5M
78,210
+12%
减持
IGV
ISHARES TR
-$2.5M
4,863
-63%
增持
EMB
ISHARES TR
+$2.4M
41,213
+168%
增持
STNC
HENNESSY FDS TR
+$2.4M
805,898
+0%
清仓
—
ISHARES TR
-$2.3M
0
-100%
减持
SBUX
STARBUCKS CORP
-$2.3M
13,921
-65%
减持
SKYY
FIRST TR EXCHANGE TRADED FD
-$2.3M
16,734
-66%
增持
TDIV
FIRST TR EXCHANGE-TRADED FD
+$2.1M
77,689
+54%
减持
MUB
ISHARES TR
-$2.1M
59,564
-29%
减持
USHY
ISHARES TR
-$1.9M
78,599
-43%
增持
EAGG
ISHARES TR
+$1.9M
95,627
+60%
减持
MCD
MCDONALDS CORP
-$1.8M
14,939
-37%
减持
AYI
ACUITY BRANDS INC
+$1.8M
56,200
-1%
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$1.7M
33,534
增持
—
ISHARES TR
+$1.6M
83,445
+388%
增持
DFAT
DIMENSIONAL ETF TRUST
+$1.6M
198,250
+3%
增持
UUUU
ENERGY FUELS INC
-$1.5M
984,357
+1%
增持
OEF
ISHARES TR
+$1.4M
19,342
+35%
建仓
ARKK
ARK ETF TR
+$1.4M
27,347
增持
VTI
VANGUARD INDEX FDS
+$1.4M
55,563
+0%
增持
JPM
JPMORGAN CHASE & CO
+$1.4M
39,088
+8%
增持
—
GLOBALSTAR INC
+$1.4M
2,016,000
+4%
清仓
TDTT
FLEXSHARES TR
-$1.3M
0
-100%
增持
IXUS
ISHARES TR
+$1.3M
78,796
+24%
增持
NMRK
NEWMARK GROUP INC
+$1.3M
286,534
+0%
增持
QQQ
INVESCO QQQ TR
+$1.3M
17,278
+6%
增持
GOOG
ALPHABET INC
+$1.2M
109,036
+2%
增持
BBAX
J P MORGAN EXCHANGE TRADED F
+$1.2M
28,875
+428%
建仓
CX
CEMEX SAB DE CV
+$1.1M
1,452,995
增持
SGOV
ISHARES TR
+$1.1M
67,588
+20%
清仓
PFFA
ETFIS SER TR I
-$1.1M
0
-100%
清仓
—
ISHARES TR
-$1.0M
0
-100%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$1.0M
3
-40%
清仓
FEZ
SPDR INDEX SHS FDS
-$1.0M
0
-100%
增持
EFV
ISHARES TR
+$1.0M
59,105
+39%
清仓
EWW
ISHARES INC
-$981.9K
0
-100%
增持
DFAX
DIMENSIONAL ETF TRUST
+$977.0K
475,225
+1%
清仓
HYZD
WISDOMTREE TR
-$966.7K
0
-100%
建仓
—
LITHIUM AMERICAS ARGENTINA C
+$949.5K
150,231
建仓
SHV
ISHARES TR
+$928.0K
8,426
增持
SUSA
ISHARES TR
+$927.0K
70,296
+3%
增持
QUAL
ISHARES TR
+$925.3K
42,287
+6%
增持
TLT
ISHARES TR
+$909.7K
22,783
+50%
增持
DFUS
DIMENSIONAL ETF TRUST
+$906.3K
82,922
+14%
减持
BAC
BANK AMERICA CORP
+$874.7K
230,886
-8%
增持
ADBE
ADOBE INC
+$854.3K
5,019
+20%
减持
CVS
CVS HEALTH CORP
-$838.5K
12,157
-53%
减持
HEZU
ISHARES TR
+$836.4K
340,067
-0%
减持
EWU
ISHARES TR
-$820.5K
55,571
-34%
减持
VB
VANGUARD INDEX FDS
-$819.5K
4,732
-51%
减持
DHR
DANAHER CORPORATION
-$806.2K
21,906
-8%
减持
NFLX
NETFLIX INC
+$788.9K
7,800
-2%
增持
AVGO
BROADCOM INC
+$785.7K
1,802
+22%
减持
CVX
CHEVRON CORP NEW
-$782.1K
21,751
-9%
减持
USMV
ISHARES TR
-$779.7K
35,893
-27%
减持
IVLU
ISHARES TR
-$760.1K
60,987
-35%
增持
C
CITIGROUP INC
+$744.5K
29,319
+58%
减持
QCOM
QUALCOMM INC
+$740.1K
23,531
-2%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$729.0K
49,276
-33%
增持
—
ISHARES TR
+$720.8K
148,131
+23%
建仓
FREL
FIDELITY COVINGTON TRUST
+$716.3K
26,877
增持
LLY
ELI LILLY & CO
+$711.4K
4,145
+31%
增持
MGK
VANGUARD WORLD FD
+$708.1K
11,696
+14%
减持
EEM
ISHARES TR
-$698.0K
100,965
-19%
增持
SPG
SIMON PPTY GROUP INC NEW
+$677.7K
19,572
+0%
减持
HD
HOME DEPOT INC
+$673.1K
24,093
-5%
建仓
FDX
FEDEX CORP
+$668.7K
2,640
减持
—
BLACKROCK INC
+$666.6K
4,087
-0%
增持
AMD
ADVANCED MICRO DEVICES INC
+$664.2K
8,074
+58%
增持
XLU
SELECT SECTOR SPDR TR
+$658.6K
25,774
+56%
增持
—
LAM RESEARCH CORP
+$656.2K
2,334
+25%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
+$646.5K
1,572
-2%
增持
—
DASEKE INC
+$645.0K
193,260
+8%
清仓
KLAC
KLA CORP
-$643.5K
0
-100%
减持
BA
BOEING CO
+$638.1K
13,318
-10%
清仓
NG
NOVAGOLD RES INC
-$635.8K
0
-100%
增持
XLC
SELECT SECTOR SPDR TR
+$630.7K
85,486
+0%
增持
INTC
INTEL CORP
+$628.4K
40,348
+3%
减持
IEMG
ISHARES INC
+$628.0K
478,364
-3%
增持
XLF
SELECT SECTOR SPDR TR
+$606.9K
135,325
+0%
减持
XLE
SELECT SECTOR SPDR TR
-$606.4K
35,078
-11%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$589.6K
39,104
+1%
增持
RTX
RTX CORPORATION
+$588.7K
36,496
+6%
清仓
VGK
VANGUARD INTL EQUITY INDEX F
-$586.5K
0
-100%
减持
CMCSA
COMCAST CORP NEW
-$583.7K
59,071
-17%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$582.9K
5,294
-21%
增持
BKNG
BOOKING HOLDINGS INC
+$566.9K
285
+98%
增持
GNMA
ISHARES TR
+$561.2K
27,645
+74%
增持
—
EATON CORP PLC
+$556.6K
6,155
+42%
清仓
—
ASTRAZENECA PLC
-$550.1K
0
-100%
增持
LQD
ISHARES TR
+$549.7K
8,460
+123%
建仓
EMXC
ISHARES INC
+$540.1K
9,748
增持
SUSL
ISHARES TR
+$536.2K
35,537
+9%
清仓
AMG
AFFILIATED MANAGERS GROUP IN
-$534.8K
0
-100%
增持
MRK
MERCK & CO INC
+$533.9K
37,083
+9%
建仓
USIG
ISHARES TR
+$526.0K
10,261
清仓
GBF
ISHARES TR
-$517.8K
0
-100%
增持
DFUV
DIMENSIONAL ETF TRUST
+$507.8K
78,744
+11%
清仓
MELI
MERCADOLIBRE INC
-$507.2K
0
-100%
增持
META
META PLATFORMS INC
+$506.6K
4,739
+22%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$505.8K
21,162
+32%
增持
USFR
WISDOMTREE TR
+$504.9K
21,915
+85%
减持
WPC
WP CAREY INC
-$502.1K
7,887
-57%
增持
IYW
ISHARES TR
+$490.6K
12,449
+26%
增持
—
EXXON MOBIL CORP
-$486.5K
30,070
+1%
