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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 24
增持 78
减持 37
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
SPY
SPDR S&P 500 ETF TR
+$25.9M
195,876
+22%
增持
VOO
VANGUARD INDEX FDS
+$19.4M
290,331
+6%
增持
IVV
ISHARES TR
+$15.2M
235,806
+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。
减持
APP
APPLOVIN CORP
+$14.8M
591,265
-10%
建仓
SHYG
ISHARES TR
+$13.8M
323,657
增持
EFA
ISHARES TR
+$10.6M
138,550
+2084%
增持
TWLO
TWILIO INC
-$9.8M
663,243
+0%
清仓
SHY
ISHARES TR
-$8.8M
0
-100%
增持
MSFT
MICROSOFT CORP
+$7.9M
111,887
+7%
增持
AAPL
APPLE INC
-$7.6M
418,773
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$7.1M
44,804
+36%
增持
XLK
SELECT SECTOR SPDR TR
+$6.9M
167,586
+15%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$6.4M
283,880
+58%
增持
AMZN
AMAZON COM INC
+$6.2M
142,358
+11%
减持
GBIL
GOLDMAN SACHS ETF TR
-$6.0M
283,964
-18%
增持
IWF
ISHARES TR
+$5.9M
123,829
+5%
减持
VXUS
VANGUARD STAR FDS
-$5.7M
17,724
-85%
增持
XLI
SELECT SECTOR SPDR TR
+$5.3M
127,861
+35%
增持
AGG
ISHARES TR
+$5.3M
371,686
+18%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$4.9M
101,942
+30%
减持
SGOV
ISHARES TR
-$4.2M
25,309
-63%
增持
IEMG
ISHARES INC
+$4.1M
549,113
+15%
建仓
GSUS
GOLDMAN SACHS ETF TR
+$3.8M
53,255
减持
AYI
ACUITY BRANDS INC
+$3.5M
56,000
-0%
增持
IWB
ISHARES TR
+$3.5M
101,060
+4%
增持
SMH
VANECK ETF TRUST
+$3.3M
20,846
+162%
增持
VGT
VANGUARD WORLD FD
+$3.2M
8,674
+201%
减持
NVDA
NVIDIA CORPORATION
+$3.1M
7,879
-3%
建仓
XSOE
WISDOMTREE TR
+$2.9M
99,606
增持
TCHP
T ROWE PRICE ETF INC
+$2.9M
103,692
+328%
增持
IUSV
ISHARES TR
+$2.8M
84,325
+49%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$2.8M
205
+6733%
建仓
VHT
VANGUARD WORLD FD
+$2.5M
9,334
增持
VEA
VANGUARD TAX-MANAGED FDS
+$2.4M
840,694
+1%
建仓
IBIT
ISHARES BITCOIN TR
+$2.4M
58,483
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$2.3M
103,841
+57%
减持
DFAC
DIMENSIONAL ETF TRUST
+$2.2M
863,823
-1%
增持
IEFA
ISHARES TR
+$2.1M
152,786
+17%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$2.1M
40,582
+9%
增持
STWD
STARWOOD PPTY TR INC
+$2.1M
101,160
+837%
增持
IVW
ISHARES TR
+$2.1M
159,977
+5%
增持
IVE
ISHARES TR
+$2.0M
58,249
+14%
增持
AVGO
BROADCOM INC
+$1.9M
2,931
+63%
建仓
DYNF
BLACKROCK ETF TRUST
+$1.8M
41,552
减持
HSY
HERSHEY CO
-$1.7M
2,842
-77%
增持
V
VISA INC
+$1.7M
36,375
+12%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$1.6M
16,725
-62%
增持
TDIV
FIRST TR EXCHANGE-TRADED FD
+$1.6M
94,427
+22%
增持
IUSB
ISHARES TR
+$1.6M
104,615
+52%
清仓
—
DASEKE INC
-$1.6M
0
-100%
增持
XLC
SELECT SECTOR SPDR TR
+$1.6M
95,173
+11%
减持
IWM
ISHARES TR
-$1.5M
13,732
-38%
减持
MCD
MCDONALDS CORP
-$1.5M
10,314
-31%
增持
BAC
BANK AMERICA CORP
+$1.5M
244,840
+6%
增持
LLY
ELI LILLY & CO
+$1.5M
5,011
+21%
增持
IGV
ISHARES TR
-$1.5M
5,846
+20%
减持
EMB
ISHARES TR
-$1.5M
24,567
-40%
增持
IWR
ISHARES TR
+$1.4M
181,998
+2%
建仓
IYF
ISHARES TR
+$1.4M
15,014
清仓
ARKK
ARK ETF TR
-$1.4M
0
-100%
增持
GOOGL
ALPHABET INC
+$1.4M
81,672
+4%
增持
XLP
SELECT SECTOR SPDR TR
+$1.4M
56,082
+40%
减持
IYE
ISHARES TR
-$1.4M
11,608
-74%
增持
SHW
SHERWIN WILLIAMS CO
+$1.4M
11,850
+35%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$1.3M
6,458
-81%
增持
VTI
VANGUARD INDEX FDS
+$1.3M
55,846
+1%
减持
PG
PROCTER AND GAMBLE CO
-$1.3M
15,338
-41%
减持
DUHP
DIMENSIONAL ETF TRUST
-$1.3M
7,532
-86%
增持
NFLX
NETFLIX INC
+$1.2M
8,301
+6%
建仓
RC
READY CAPITAL CORP
+$1.2M
131,430
减持
AVUV
AMERICAN CENTY ETF TR
-$1.2M
14,592
-49%
减持
STNC
HENNESSY FDS TR
+$1.2M
788,385
-2%
减持
TSLA
TESLA INC
-$1.2M
15,655
-2%
建仓
DGRW
WISDOMTREE TR
+$1.2M
15,762
减持
GOOG
ALPHABET INC
+$1.2M
108,728
-0%
增持
HEZU
ISHARES TR
+$1.2M
340,258
+0%
减持
JPM
JPMORGAN CHASE & CO
+$1.2M
39,012
-0%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$1.2M
6,832
+29%
增持
ABBV
ABBVIE INC
+$1.2M
24,510
+15%
清仓
—
TEXTAINER GROUP HOLDINGS LTD
-$1.1M
0
-100%
减持
SKYY
FIRST TR EXCHANGE TRADED FD
-$1.1M
3,879
-77%
增持
HD
HOME DEPOT INC
+$1.1M
24,597
+2%
建仓
IYC
ISHARES TR
+$1.1M
13,161
建仓
CTAS
CINTAS CORP
+$1.1M
1,570
清仓
—
BLUEGREEN VACATIONS HLDG COR
-$1.1M
0
-100%
增持
VFH
VANGUARD WORLD FD
+$1.0M
28,107
+41%
减持
TFLO
ISHARES TR
-$1.0M
9,905
-68%
建仓
QTEC
FIRST TR NASDAQ 100 TECH IND
+$1.0M
5,400
增持
BGC
BGC GROUP INC
+$1.0M
1,429,530
+2%
建仓
AMAT
APPLIED MATLS INC
+$1.0M
4,949
增持
—
LAM RESEARCH CORP
+$1.0M
2,920
+25%
减持
CAT
CATERPILLAR INC
+$1.0M
14,607
-1%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$976.9K
1,573
+0%
增持
MA
MASTERCARD INCORPORATED
+$966.9K
3,657
+96%
清仓
REET
ISHARES TR
-$956.7K
0
-100%
增持
QQQ
INVESCO QQQ TR
+$951.0K
18,063
+5%
清仓
LQD
ISHARES TR
-$936.2K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$924.4K
6,890
+13%
建仓
ROP
ROPER TECHNOLOGIES INC
+$924.3K
1,648
增持
XLF
SELECT SECTOR SPDR TR
+$910.2K
142,414
+5%
增持
WFC
WELLS FARGO CO NEW
+$906.4K
57,300
+17%
增持
WMT
WALMART INC
-$904.2K
59,447
+109%
减持
IXUS
ISHARES TR
-$893.9K
62,220
-21%
增持
META
META PLATFORMS INC
+$889.2K
5,286
+12%
增持
IJR
ISHARES TR
+$888.1K
37,706
+24%
增持
XLE
SELECT SECTOR SPDR TR
+$883.7K
40,510
+15%
增持
VOX
VANGUARD WORLD FD
+$878.4K
12,836
+87%
增持
C
CITIGROUP INC
+$874.5K
37,677
+29%
建仓
MRSH
MARSH & MCLENNAN COS INC
+$861.0K
4,180
增持
LOW
LOWES COS INC
+$860.0K
7,631
+57%
减持
ITOT
ISHARES TR
-$858.5K
23,721
-31%
增持
INTU
INTUIT
+$853.5K
2,214
+136%
增持
MCK
MCKESSON CORP
+$846.0K
1,970
+331%
增持
CSX
CSX CORP
+$837.9K
36,282
+148%
增持
BA
BOEING CO
-$833.9K
13,667
+3%
减持
VTIP
VANGUARD MALVERN FDS
-$828.7K
17,464
-50%
建仓
MCO
MOODYS CORP
+$813.6K
2,070
减持
USHY
ISHARES TR
-$802.9K
56,140
-29%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$776.8K
14,159
+159%
增持
CARR
CARRIER GLOBAL CORPORATION
+$764.8K
17,155
+325%
减持
AVDV
AMERICAN CENTY ETF TR
-$758.7K
4,595
-73%
增持
XLV
SELECT SECTOR SPDR TR
+$750.5K
49,965
+3%
增持
SCHZ
SCHWAB STRATEGIC TR
+$748.8K
148,199
+14%
建仓
CTVA
CORTEVA INC
+$746.3K
12,941
减持
DFIV
DIMENSIONAL ETF TRUST
-$740.0K
69,240
-28%
建仓
—
ALLEGION PLC
+$721.4K
5,355
建仓
ZTS
ZOETIS INC
+$720.3K
4,257
减持
TROW
PRICE T ROWE GROUP INC
+$713.0K
50,468
-0%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$703.0K
40,339
+3%
增持
MSCI
MSCI INC
+$692.7K
1,676
+284%
建仓
NG
NOVAGOLD RES INC
+$690.8K
230,281
增持
IJH
ISHARES TR
-$685.7K
19,793
+191%
建仓
FDS
FACTSET RESH SYS INC
+$685.7K
1,509
减持
ADBE
ADOBE INC
-$683.3K
4,580
-9%
减持
DBJP
DBX ETF TR
+$672.2K
52,655
-0%
增持
—
ISHARES TR
+$650.9K
173,288
+17%
减持
FISV
FISERV INC
+$650.5K
28,464
-3%
增持
—
GLOBALSTAR INC
-$643.2K
2,223,000
+10%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$617.9K
14,500
+10%
减持
DIHP
DIMENSIONAL ETF TRUST
-$613.2K
9,396
-72%
建仓
EME
EMCOR GROUP INC
+$612.9K
1,750
清仓
—
MAG SILVER CORP
-$609.5K
0
-100%
增持
TGT
TARGET CORP
+$606.6K
7,454
+49%
建仓
FDIS
FIDELITY COVINGTON TRUST
+$592.1K
7,178
减持
EFG
ISHARES TR
-$590.3K
44,133
-17%
清仓
BSV
VANGUARD BD INDEX FDS
-$587.5K
0
-100%
减持
DIS
DISNEY WALT CO
+$585.6K
19,512
-2%
清仓
AVLV
AMERICAN CENTY ETF TR
-$581.8K
0
-100%
建仓
BINC
BLACKROCK ETF TRUST II
+$566.2K
10,792
清仓
—
R1 RCM INC
-$565.7K
0
-100%
