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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 21
增持 47
减持 65
清仓 17
方向
标的
Δ市值
现股数(环比)
增持
SMH
VANECK ETF TRUST
+$72.9M
297,673
+1328%
减持
SPY
SPDR S&P 500 ETF TR
-$45.3M
105,154
-46%
减持
TWLO
TWILIO INC
-$39.4M
19,911
-97%
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
IVV
ISHARES TR
+$34.1M
288,893
+23%
增持
AAPL
APPLE INC
+$18.5M
428,616
+2%
增持
VTI
VANGUARD INDEX FDS
+$17.0M
117,563
+111%
增持
ITOT
ISHARES TR
+$16.5M
161,552
+581%
建仓
HYDB
ISHARES TR
+$11.5M
247,981
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$10.8M
99,163
+146%
减持
AGG
ISHARES TR
-$10.6M
265,669
-29%
减持
XLI
SELECT SECTOR SPDR TR
-$10.2M
48,571
-62%
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$9.5M
84,095
建仓
IEF
ISHARES TR
+$8.9M
94,692
减持
IWR
ISHARES TR
-$6.8M
104,509
-43%
增持
NVDA
NVIDIA CORPORATION
+$6.2M
108,165
+1273%
增持
GSUS
GOLDMAN SACHS ETF TR
+$6.1M
132,426
+149%
增持
MSFT
MICROSOFT CORP
+$6.0M
118,845
+6%
增持
XLC
SELECT SECTOR SPDR TR
+$6.0M
160,915
+69%
减持
HEZU
ISHARES TR
-$5.9M
182,331
-46%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$5.9M
26,234
-35%
建仓
EPI
WISDOMTREE TR
+$5.8M
120,744
减持
CIBR
FIRST TR EXCHANGE TRADED FD
-$5.5M
6,225
-94%
减持
XLK
SELECT SECTOR SPDR TR
-$5.5M
129,981
-22%
增持
IBDU
ISHARES TR
+$5.3M
253,221
+1148%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$4.6M
104,743
+316%
建仓
IGSB
ISHARES TR
+$4.4M
85,332
清仓
AVDE
AMERICAN CENTY ETF TR
-$4.2M
0
-100%
建仓
AIQ
GLOBAL X FDS
+$4.2M
116,684
增持
GOOG
ALPHABET INC
+$3.9M
111,570
+3%
建仓
IBTJ
ISHARES TR
+$3.8M
178,349
减持
APP
APPLOVIN CORP
+$3.8M
537,469
-9%
建仓
MINT
PIMCO ETF TR
+$3.8M
37,336
减持
—
ISHARES TR
-$3.5M
32,959
-81%
减持
VOO
VANGUARD INDEX FDS
+$3.5M
285,027
-2%
增持
IEMG
ISHARES INC
+$3.5M
594,531
+8%
减持
AYI
ACUITY BRANDS INC
-$3.5M
48,015
-14%
增持
IWF
ISHARES TR
+$3.4M
123,919
+0%
增持
AMZN
AMAZON COM INC
+$3.3M
149,890
+5%
增持
SCHD
SCHWAB STRATEGIC TR
+$3.1M
42,155
+1291%
增持
GOOGL
ALPHABET INC
+$3.1M
84,479
+3%
增持
DFUS
DIMENSIONAL ETF TRUST
+$3.0M
131,497
+59%
增持
VTEB
VANGUARD MUN BD FDS
+$2.9M
68,467
+553%
减持
XLF
SELECT SECTOR SPDR TR
-$2.8M
78,413
-45%
增持
VUG
VANGUARD INDEX FDS
+$2.8M
84,178
+1%
增持
SGOV
ISHARES TR
+$2.6M
51,440
+103%
减持
SPG
SIMON PPTY GROUP INC NEW
-$2.6M
2,712
-86%
减持
XLY
SELECT SECTOR SPDR TR
-$2.5M
22,042
-38%
建仓
SCHY
SCHWAB STRATEGIC TR
+$2.5M
105,083
增持
COST
COSTCO WHSL CORP NEW
+$2.5M
8,880
+29%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$2.5M
322,302
+14%
减持
IJR
ISHARES TR
-$2.4M
16,693
-56%
减持
IWB
ISHARES TR
-$2.4M
89,862
-11%
清仓
STWD
STARWOOD PPTY TR INC
-$2.3M
0
-100%
减持
XLV
SELECT SECTOR SPDR TR
-$2.3M
34,620
-31%
减持
DVY
ISHARES TR
-$2.3M
7,147
-72%
增持
IVW
ISHARES TR
+$2.3M
170,679
+7%
减持
GBIL
GOLDMAN SACHS ETF TR
-$2.3M
263,686
-7%
减持
SDY
SPDR SER TR
-$2.2M
3,700
-82%
减持
EEM
ISHARES TR
-$2.2M
51,257
-52%
建仓
TCAF
T ROWE PRICE ETF INC
+$2.2M
69,817
清仓
FHLC
FIDELITY COVINGTON TRUST
-$2.1M
0
-100%
减持
SCHA
SCHWAB STRATEGIC TR
-$2.1M
17,727
-71%
减持
SPYM
SPDR SER TR
-$2.1M
13,533
-72%
减持
DFAC
DIMENSIONAL ETF TRUST
-$2.1M
790,816
-8%
增持
DYNF
BLACKROCK ETF TRUST
+$1.8M
78,483
+89%
建仓
EMNT
PIMCO ETF TR
+$1.8M
18,620
减持
—
ISHARES TR
-$1.8M
19,659
-80%
增持
MDB
MONGODB INC
+$1.8M
8,851
+638%
减持
AVUS
AMERICAN CENTY ETF TR
-$1.7M
10,786
-64%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$1.7M
16,810
-81%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.7M
67,729
+81%
减持
STNC
HENNESSY FDS TR
-$1.6M
755,774
-4%
减持
IUSV
ISHARES TR
-$1.6M
68,059
-19%
减持
IBHF
ISHARES TR
-$1.6M
46,922
-60%
减持
ESGU
ISHARES TR
-$1.5M
5,261
-72%
减持
XLP
SELECT SECTOR SPDR TR
-$1.5M
35,839
-36%
减持
DFAX
DIMENSIONAL ETF TRUST
-$1.5M
402,336
-12%
建仓
SCHG
SCHWAB STRATEGIC TR
+$1.4M
13,821
减持
VFH
VANGUARD WORLD FD
-$1.4M
14,963
-47%
建仓
TEAD
OUTBRAIN INC
+$1.3M
262,633
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$1.3M
65,161
+35%
清仓
CX
CEMEX SAB DE CV
-$1.3M
0
-100%
减持
EPP
ISHARES INC
-$1.3M
26,852
-53%
建仓
IBIF
ISHARES TR
+$1.3M
49,419
减持
BBAX
J P MORGAN EXCHANGE TRADED F
-$1.3M
4,601
-85%
增持
TCHP
T ROWE PRICE ETF INC
+$1.2M
126,635
+22%
减持
DBJP
DBX ETF TR
-$1.1M
37,178
-29%
增持
SCHZ
SCHWAB STRATEGIC TR
+$1.1M
174,360
+18%
减持
XLB
SELECT SECTOR SPDR TR
-$1.1M
9,078
-56%
增持
LLY
ELI LILLY & CO
+$1.1M
5,502
+10%
减持
HD
HOME DEPOT INC
-$1.1M
24,274
-1%
减持
IAU
ISHARES GOLD TR
-$1.1M
20,937
-56%
增持
AVGO
BROADCOM INC
+$1.0M
3,055
+4%
增持
META
META PLATFORMS INC
+$1.0M
7,113
+35%
增持
BGC
BGC GROUP INC
+$1.0M
1,460,918
+2%
增持
UNH
UNITEDHEALTH GROUP INC
+$996.1K
8,549
+26%
清仓
AVEM
AMERICAN CENTY ETF TR
-$994.4K
0
-100%
建仓
MOAT
VANECK ETF TRUST
+$983.3K
11,353
增持
IT
GARTNER INC
+$966.4K
3,428
+185%
建仓
IBHH
ISHARES TR
+$965.7K
41,769
清仓
GE
GENERAL ELECTRIC CO
-$962.3K
0
-100%
减持
EFA
ISHARES TR
-$950.2K
129,126
-7%
减持
IMXI
INTERNATIONAL MNY EXPRESS IN
-$931.2K
57,323
-38%
减持
SHW
SHERWIN WILLIAMS CO
-$930.1K
10,675
-10%
清仓
ROP
ROPER TECHNOLOGIES INC
-$924.3K
0
-100%
清仓
BABA
ALIBABA GROUP HLDG LTD
-$910.5K
0
-100%
减持
HEDJ
WISDOMTREE TR
-$863.9K
14,480
-54%
清仓
—
AZEK CO INC
-$853.7K
0
-100%
增持
TDIV
FIRST TR EXCHANGE-TRADED FD
+$847.8K
98,158
+4%
增持
VO
VANGUARD INDEX FDS
+$828.3K
5,943
+141%
建仓
ODFL
OLD DOMINION FREIGHT LINE IN
+$827.9K
4,688
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$821.2K
773
-65%
清仓
FNDF
SCHWAB STRATEGIC TR
-$806.1K
0
-100%
清仓
SPSM
SPDR SER TR
-$801.8K
0
-100%
减持
TLT
ISHARES TR
-$798.9K
10,231
-44%
减持
EWU
ISHARES TR
-$798.0K
32,150
-43%
清仓
FDX
FEDEX CORP
-$795.2K
0
-100%
减持
—
LITHIUM AMERICAS ARGENTINA C
-$794.8K
24,518
-85%
减持
IVLU
ISHARES TR
-$791.8K
33,572
-45%
减持
—
GLOBALSTAR INC
-$791.5K
2,211,000
-1%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$770.9K
6,296
-60%
建仓
EW
EDWARDS LIFESCIENCES CORP
+$752.6K
8,148
增持
CAT
CATERPILLAR INC
+$731.1K
18,263
+25%
清仓
—
ALLEGION PLC
-$721.4K
0
-100%
增持
SHYG
ISHARES TR
+$709.9K
343,163
+6%
减持
TGT
TARGET CORP
-$704.4K
4,165
-44%
清仓
FINX
GLOBAL X FDS
-$698.9K
0
-100%
增持
WMT
WALMART INC
+$696.9K
63,301
+6%
减持
XLU
SELECT SECTOR SPDR TR
-$685.2K
18,045
-38%
减持
MGK
VANGUARD WORLD FD
-$680.1K
8,226
-28%
建仓
SBR
SABINE RTY TR
+$677.4K
10,500
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$676.1K
44,653
-0%
减持
FSTA
FIDELITY COVINGTON TRUST
-$669.1K
4,922
-74%
增持
BAC
BANK AMERICA CORP
+$666.5K
250,209
+2%
减持
EFV
ISHARES TR
-$640.9K
49,814
-17%
建仓
—
GENIUS SPORTS LIMITED
+$633.3K
116,197
增持
EFG
ISHARES TR
+$631.7K
50,951
+15%
增持
MRK
MERCK & CO INC
+$618.3K
39,251
+22%
清仓
DXJ
WISDOMTREE TR
-$610.6K
0
-100%
减持
VTIP
VANGUARD MALVERN FDS
-$599.8K
4,872
-72%
减持
AVUV
AMERICAN CENTY ETF TR
-$597.3K
8,583
-41%
增持
PSA
PUBLIC STORAGE OPER CO
+$590.0K
4,101
+102%
建仓
BND
VANGUARD BD INDEX FDS
+$587.2K
8,150
减持
IBHG
ISHARES TR
-$585.0K
52,218
-33%
减持
VIS
VANGUARD WORLD FD
-$584.0K
6,465
-25%
减持
VPL
VANGUARD INTL EQUITY INDEX F
-$577.8K
13,662
-35%
清仓
IYE
ISHARES TR
-$573.4K
0
-100%
减持
FREL
FIDELITY COVINGTON TRUST
-$559.2K
9,899
-68%
清仓
EMQQ
EXCHANGE TRADED CONCEPTS TRU
-$552.6K
0
-100%
增持
MBB
ISHARES TR
+$549.4K
22,503
+37%
