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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 46
增持 79
减持 22
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$58.0M
383,190
+286%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$52.0M
626,483
+9850%
增持
VOO
VANGUARD INDEX FDS
+$36.7M
339,695
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。
+19%
减持
IVV
ISHARES TR
-$30.9M
220,527
-24%
减持
SMH
VANECK ETF TRUST
-$30.0M
193,974
-35%
增持
EFV
ISHARES TR
+$29.9M
565,943
+1036%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$27.5M
250,610
+136%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$27.0M
1,316,807
+53%
增持
IEMG
ISHARES INC
+$23.4M
961,273
+62%
增持
GSUS
GOLDMAN SACHS ETF TR
+$22.1M
405,853
+206%
增持
IEFA
ISHARES TR
+$20.7M
408,242
+166%
建仓
BBUS
J P MORGAN EXCHANGE TRADED F
+$20.4M
196,861
增持
PFF
ISHARES TR
+$20.1M
617,585
+4373%
增持
VTV
VANGUARD INDEX FDS
+$19.1M
132,927
+424%
建仓
USIG
ISHARES TR
+$18.9M
359,200
增持
DGRO
ISHARES TR
+$18.7M
326,692
+963%
减持
APP
APPLOVIN CORP
+$17.1M
473,268
-12%
增持
VGT
VANGUARD WORLD FD
+$16.1M
35,818
+319%
建仓
SPTL
SPDR SER TR
+$15.8M
544,980
建仓
FLTR
VANECK ETF TRUST
+$14.4M
563,429
增持
MOAT
VANECK ETF TRUST
+$12.6M
139,881
+1132%
建仓
VGLT
VANGUARD SCOTTSDALE FDS
+$12.3M
199,368
增持
XLF
SELECT SECTOR SPDR TR
+$12.3M
341,694
+336%
清仓
HYDB
ISHARES TR
-$11.5M
0
-100%
增持
VPL
VANGUARD INTL EQUITY INDEX F
+$11.1M
155,121
+1035%
建仓
VOT
VANGUARD INDEX FDS
+$10.9M
44,833
减持
SHYG
ISHARES TR
-$10.8M
84,547
-75%
增持
IJH
ISHARES TR
+$10.8M
191,785
+844%
增持
XLI
SELECT SECTOR SPDR TR
+$10.7M
122,824
+153%
增持
VB
VANGUARD INDEX FDS
+$10.2M
46,470
+1142%
增持
QQQ
INVESCO QQQ TR
+$9.8M
37,396
+111%
建仓
PAVE
GLOBAL X FDS
+$9.7M
236,635
增持
XLRE
SELECT SECTOR SPDR TR
+$9.2M
219,898
+1374%
增持
VYM
VANGUARD WHITEHALL FDS
+$8.6M
68,936
+3927%
建仓
FPE
FIRST TR EXCH TRADED FD III
+$8.5M
470,369
增持
IEF
ISHARES TR
+$8.4M
176,037
+86%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$8.3M
203,354
+516%
增持
MINT
PIMCO ETF TR
+$7.3M
109,523
+193%
建仓
VBK
VANGUARD INDEX FDS
+$7.2M
26,811
建仓
PFFD
GLOBAL X FDS
+$7.0M
339,172
增持
SPYM
SPDR SER TR
+$6.8M
114,263
+744%
增持
VTI
VANGUARD INDEX FDS
+$6.8M
135,204
+15%
减持
AAPL
APPLE INC
+$6.7M
416,105
-3%
增持
VHT
VANGUARD WORLD FD
+$6.6M
32,314
+244%
增持
VFH
VANGUARD WORLD FD
+$6.4M
71,157
+376%
建仓
VOE
VANGUARD INDEX FDS
+$6.0M
35,777
增持
SCHG
SCHWAB STRATEGIC TR
+$5.9M
70,334
+409%
增持
XLU
SELECT SECTOR SPDR TR
+$5.8M
87,432
+385%
建仓
ICSH
ISHARES TR
+$5.8M
114,381
建仓
FVD
FIRST TR VALUE LINE DIVID IN
+$5.8M
127,425
增持
OEF
ISHARES TR
+$5.7M
36,715
+119%
增持
XLP
SELECT SECTOR SPDR TR
+$5.2M
96,141
+168%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$4.7M
49,577
+11%
建仓
FBND
FIDELITY MERRIMACK STR TR
+$4.3M
92,264
减持
EFA
ISHARES TR
-$4.2M
70,321
-46%
建仓
EWW
ISHARES INC
+$3.8M
71,537
建仓
BFST
BUSINESS FIRST BANCSHARES IN
+$3.4M
132,662
增持
XLY
SELECT SECTOR SPDR TR
+$3.4M
36,823
+67%
减持
VUG
VANGUARD INDEX FDS
-$3.3M
73,573
-13%
建仓
GREK
GLOBAL X FDS
+$3.2M
73,091
减持
SGOV
ISHARES TR
-$3.0M
21,903
-57%
减持
SPY
SPDR S&P 500 ETF TR
-$3.0M
94,634
-10%
减持
GOOG
ALPHABET INC
-$2.7M
105,961
-5%
增持
IPAC
ISHARES TR
+$2.7M
50,225
+408%
减持
XLC
SELECT SECTOR SPDR TR
-$2.7M
122,575
-24%
增持
AGG
ISHARES TR
+$2.7M
281,243
+6%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$2.7M
373,931
+16%
增持
SOXX
ISHARES TR
+$2.6M
16,153
+256%
增持
NOBL
PROSHARES TR
+$2.6M
26,502
+882%
增持
IWP
ISHARES TR
+$2.5M
27,400
+299%
建仓
XHB
SPDR SER TR
+$2.4M
18,996
减持
XLK
SELECT SECTOR SPDR TR
-$2.2M
120,598
-7%
建仓
FWONK
LIBERTY MEDIA CORP DEL
+$2.1M
26,555
增持
IJR
ISHARES TR
+$2.0M
32,666
+96%
清仓
IBIT
ISHARES BITCOIN TR
-$2.0M
0
-100%
建仓
CACI
CACI INTL INC
+$2.0M
3,933
增持
MGK
VANGUARD WORLD FD
+$1.9M
14,080
+71%
增持
VTEB
VANGUARD MUN BD FDS
+$1.9M
104,851
+53%
增持
ABBV
ABBVIE INC
+$1.9M
32,018
+25%
增持
IUSV
ISHARES TR
+$1.9M
82,653
+21%
建仓
APG
API GROUP CORP
+$1.9M
57,360
增持
MCO
MOODYS CORP
+$1.9M
5,818
+179%
减持
GBIL
GOLDMAN SACHS ETF TR
-$1.9M
244,504
-7%
建仓
CHE
CHEMED CORP NEW
+$1.8M
3,076
建仓
CRL
CHARLES RIV LABS INTL INC
+$1.8M
8,983
增持
IWB
ISHARES TR
+$1.8M
90,637
+1%
增持
—
FLEX LTD
+$1.7M
135,815
+43%
增持
NMRK
NEWMARK GROUP INC
+$1.7M
313,999
+2%
建仓
QQQE
DIREXION SHS ETF TR
+$1.7M
18,849
减持
USHY
ISHARES TR
-$1.7M
5,567
-89%
建仓
DWM
WISDOMTREE TR
+$1.7M
28,759
减持
AYI
ACUITY BRANDS INC
+$1.6M
48,000
-0%
建仓
OWL
BLUE OWL CAPITAL INC
+$1.6M
82,808
建仓
VCLT
VANGUARD SCOTTSDALE FDS
+$1.6M
19,594
建仓
COR
CENCORA INC
+$1.6M
7,045
建仓
CBRE
CBRE GROUP INC
+$1.6M
12,698
建仓
CLH
CLEAN HARBORS INC
+$1.6M
6,494
建仓
PXF
INVESCO EXCH TRADED FD TR II
+$1.6M
29,948
增持
VT
VANGUARD INTL EQUITY INDEX F
+$1.5M
92,029
+9%
建仓
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$1.5M
55,783
增持
BGC
BGC GROUP INC
+$1.5M
1,482,769
+1%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$1.5M
8,876
+22%
建仓
OZ
BELPOINTE PREP LLC
+$1.5M
21,424
建仓
WAB
WABTEC
+$1.5M
8,102
增持
UNH
UNITEDHEALTH GROUP INC
+$1.5M
9,947
+16%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$1.5M
81,680
+25%
增持
IUSB
ISHARES TR
+$1.4M
140,104
+22%
建仓
WD
WALKER & DUNLOP INC
+$1.4M
12,263
增持
MSFT
MICROSOFT CORP
-$1.4M
120,221
+1%
增持
GOOGL
ALPHABET INC
-$1.4M
84,531
+0%
增持
IVW
ISHARES TR
+$1.4M
179,129
+5%
减持
DFAC
DIMENSIONAL ETF TRUST
+$1.3M
782,481
-1%
减持
IWF
ISHARES TR
+$1.3M
123,759
-0%
增持
IWR
ISHARES TR
+$1.3M
110,721
+6%
建仓
BUG
GLOBAL X FDS
+$1.3M
41,163
增持
BIL
SPDR SER TR
+$1.3M
16,967
+427%
增持
TLT
ISHARES TR
+$1.2M
21,805
+113%
清仓
IMXI
INTERNATIONAL MNY EXPRESS IN
-$1.2M
0
-100%
建仓
IWO
ISHARES TR
+$1.2M
4,177
建仓
PEJ
INVESCO EXCHANGE TRADED FD T
+$1.2M
24,598
增持
XLV
SELECT SECTOR SPDR TR
+$1.1M
40,179
+16%
增持
VBR
VANGUARD INDEX FDS
+$1.1M
6,880
+417%
建仓
SPYV
SPDR SER TR
+$1.1M
20,882
减持
STNC
HENNESSY FDS TR
-$1.1M
674,776
-11%
减持
ITOT
ISHARES TR
+$1.1M
161,394
-0%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$1.0M
85,572
-18%
增持
VIS
VANGUARD WORLD FD
+$1.0M
9,708
+50%
增持
TSLA
TESLA INC
+$957.3K
14,436
+1%
增持
IVE
ISHARES TR
+$950.9K
60,140
+0%
建仓
AMT
AMERICAN TOWER CORP NEW
+$937.9K
4,033
增持
VO
VANGUARD INDEX FDS
+$910.1K
8,924
+50%
增持
NVDA
NVIDIA CORPORATION
+$905.9K
117,485
+9%
增持
EPI
WISDOMTREE TR
+$896.9K
133,303
+10%
增持
IBTJ
ISHARES TR
+$894.0K
212,862
+19%
减持
EMB
ISHARES TR
-$893.1K
8,252
-56%
增持
IYW
ISHARES TR
+$884.7K
19,659
+41%
建仓
WMG
WARNER MUSIC GROUP CORP
+$878.5K
28,067
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$877.5K
14,231
+8%
建仓
MPWR
MONOLITHIC PWR SYS INC
+$868.4K
938
增持
IT
GARTNER INC
+$815.0K
4,646
+36%
建仓
LII
LENNOX INTL INC
+$814.3K
1,345
增持
ABT
ABBOTT LABS
+$813.3K
23,578
+31%
增持
TDIV
FIRST TR EXCHANGE-TRADED FD
+$812.6K
102,606
+5%
增持
SCHB
SCHWAB STRATEGIC TR
+$808.4K
80,584
+12%
建仓
BCAL
CALIFORNIA BANCORP
+$792.4K
53,579
增持
NOW
SERVICENOW INC
+$785.3K
1,200
+228%
建仓
IBKR
INTERACTIVE BROKERS GROUP IN
+$781.4K
5,607
增持
JAAA
JANUS DETROIT STR TR
+$768.5K
20,354
+288%
减持
QCOM
QUALCOMM INC
-$739.8K
20,638
-3%
建仓
ON
ON SEMICONDUCTOR CORP
+$739.3K
10,182
