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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 11
增持 55
减持 63
清仓 21
方向
标的
Δ市值
现股数(环比)
减持
APP
APPLOVIN CORP
+$71.1M
410,435
-13%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$38.8M
587,326
+53%
减持
SMH
VANECK ETF TRUST
-$28.3M
79,906
-59%
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
VOO
VANGUARD INDEX FDS
+$20.3M
371,333
+9%
减持
IEFA
ISHARES TR
-$18.8M
185,878
-54%
减持
EFV
ISHARES TR
-$16.0M
314,684
-44%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$14.4M
833,460
+33%
减持
DGRO
ISHARES TR
-$13.7M
109,892
-66%
增持
XLC
SELECT SECTOR SPDR TR
+$13.5M
254,162
+107%
清仓
VGLT
VANGUARD SCOTTSDALE FDS
-$12.3M
0
-100%
减持
SPTL
SPDR SER TR
-$11.8M
155,661
-71%
建仓
GPIX
GOLDMAN SACHS ETF TR
+$11.5M
232,286
增持
AAPL
APPLE INC
+$11.0M
430,945
+4%
增持
SCHG
SCHWAB STRATEGIC TR
+$10.0M
621,322
+783%
建仓
PFFA
ETFIS SER TR I
+$9.7M
444,073
增持
IJR
ISHARES TR
+$9.2M
112,981
+246%
减持
VPL
VANGUARD INTL EQUITY INDEX F
-$8.8M
47,753
-69%
增持
BBUS
J P MORGAN EXCHANGE TRADED F
+$7.9M
267,175
+36%
增持
AGG
ISHARES TR
+$7.8M
374,094
+33%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$7.6M
213,141
-15%
增持
IWM
ISHARES TR
+$7.2M
47,074
+220%
增持
SPY
SPDR S&P 500 ETF TR
+$6.2M
103,122
+9%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$6.2M
1,583,572
+20%
增持
IEMG
ISHARES INC
+$6.1M
1,174,002
+22%
减持
XLP
SELECT SECTOR SPDR TR
-$5.8M
27,807
-71%
减持
USIG
ISHARES TR
-$5.7M
262,959
-27%
减持
PFF
ISHARES TR
-$5.4M
480,786
-22%
减持
XLRE
SELECT SECTOR SPDR TR
-$5.4M
109,457
-50%
建仓
CWB
SPDR SER TR
+$5.3M
68,525
减持
IEF
ISHARES TR
-$5.1M
131,460
-25%
增持
COST
COSTCO WHSL CORP NEW
+$4.6M
13,386
+55%
建仓
QTUM
ETF SER SOLUTIONS
+$4.6M
56,362
减持
XLI
SELECT SECTOR SPDR TR
-$4.4M
92,665
-25%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$4.3M
33,408
-74%
增持
XLE
SELECT SECTOR SPDR TR
+$4.2M
85,932
+139%
减持
MINT
PIMCO ETF TR
-$4.0M
69,595
-36%
减持
IVE
ISHARES TR
-$3.9M
41,438
-31%
增持
USHY
ISHARES TR
+$3.9M
111,064
+1895%
清仓
EWW
ISHARES INC
-$3.8M
0
-100%
建仓
BLK
BLACKROCK INC
+$3.8M
3,691
减持
VUG
VANGUARD INDEX FDS
-$3.7M
59,712
-19%
增持
EMB
ISHARES TR
+$3.7M
50,236
+509%
清仓
SHYG
ISHARES TR
-$3.7M
0
-100%
增持
IWF
ISHARES TR
+$3.6M
124,654
+1%
减持
IUSV
ISHARES TR
-$3.6M
46,538
-44%
清仓
—
BLACKROCK INC
-$3.6M
0
-100%
增持
IVV
ISHARES TR
+$3.5M
222,077
+1%
增持
HYG
ISHARES TR
+$3.5M
48,706
+980%
减持
AMZN
AMAZON COM INC
+$3.5M
149,431
-5%
增持
MUB
ISHARES TR
+$3.4M
82,747
+65%
减持
VHT
VANGUARD WORLD FD
-$3.2M
23,647
-27%
清仓
GREK
GLOBAL X FDS
-$3.2M
0
-100%
增持
JAAA
JANUS DETROIT STR TR
+$3.1M
81,514
+300%
建仓
EWS
ISHARES INC
+$3.0M
138,015
增持
IWR
ISHARES TR
+$2.8M
142,329
+29%
增持
XLK
SELECT SECTOR SPDR TR
+$2.8M
129,020
+7%
减持
AYI
ACUITY BRANDS INC
-$2.7M
36,000
-25%
减持
XLY
SELECT SECTOR SPDR TR
-$2.7M
20,918
-43%
减持
PFFD
GLOBAL X FDS
-$2.6M
225,400
-34%
增持
VTI
VANGUARD INDEX FDS
+$2.6M
141,470
+5%
增持
GBIL
GOLDMAN SACHS ETF TR
+$2.6M
270,333
+11%
建仓
TMSL
T ROWE PRICE ETF INC
+$2.6M
80,209
增持
SPYM
SPDR SER TR
+$2.6M
149,323
+31%
清仓
—
LAM RESEARCH CORP
-$2.6M
0
-100%
增持
REIT
ALPS ETF TR
+$2.5M
116,917
+383%
减持
IUSB
ISHARES TR
-$2.4M
92,407
-34%
清仓
XHB
SPDR SER TR
-$2.4M
0
-100%
增持
SUSL
ISHARES TR
+$2.4M
60,052
+59%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.3M
55,464
+12%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$2.3M
112,075
+37%
减持
VB
VANGUARD INDEX FDS
-$2.2M
36,959
-20%
增持
XLF
SELECT SECTOR SPDR TR
+$2.2M
365,182
+7%
减持
GOOG
ALPHABET INC
+$2.2M
104,335
-2%
建仓
LRCX
LAM RESEARCH CORP
+$2.1M
28,893
增持
TSLA
TESLA INC
+$2.1M
14,438
+0%
建仓
CEF
SPROTT PHYSICAL GOLD & SILVE
+$2.1M
86,323
减持
SOXX
ISHARES TR
-$2.0M
7,861
-51%
增持
—
GLOBALSTAR INC
+$1.9M
2,271,500
+1%
减持
SUSA
ISHARES TR
-$1.9M
46,789
-26%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$1.9M
6,954
-22%
增持
MSFT
MICROSOFT CORP
+$1.9M
127,174
+6%
清仓
CHE
CHEMED CORP NEW
-$1.8M
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.8M
7,922
-20%
减持
DHR
DANAHER CORPORATION
-$1.8M
17,240
-16%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$1.7M
391,927
+5%
增持
NVDA
NVIDIA CORPORATION
+$1.7M
119,089
+1%
清仓
QQQE
DIREXION SHS ETF TR
-$1.7M
0
-100%
增持
SGOV
ISHARES TR
+$1.7M
38,916
+78%
清仓
OWL
BLUE OWL CAPITAL INC
-$1.6M
0
-100%
清仓
COR
CENCORA INC
-$1.6M
0
-100%
增持
SCHZ
SCHWAB STRATEGIC TR
-$1.6M
289,550
+69%
减持
CACI
CACI INTL INC
-$1.5M
1,080
-73%
减持
APG
API GROUP CORP
-$1.5M
11,524
-80%
减持
FPE
FIRST TR EXCH TRADED FD III
-$1.5M
397,436
-16%
减持
FWONK
LIBERTY MEDIA CORP DEL
-$1.5M
6,312
-76%
减持
INTU
INTUIT
-$1.5M
1,140
-67%
减持
CRL
CHARLES RIV LABS INTL INC
-$1.4M
1,921
-79%
清仓
WD
WALKER & DUNLOP INC
-$1.4M
0
-100%
增持
LMNR
LIMONEIRA CO
+$1.4M
101,460
+145%
减持
EFG
ISHARES TR
-$1.4M
40,889
-18%
减持
TLT
ISHARES TR
-$1.4M
8,661
-60%
减持
STNC
HENNESSY FDS TR
-$1.3M
652,798
-3%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$1.3M
9
+29%
增持
ESGU
ISHARES TR
+$1.3M
15,009
+186%
增持
IBDU
ISHARES TR
+$1.3M
337,174
+23%
减持
NFLX
NETFLIX INC
+$1.3M
6,998
-0%
减持
BIL
SPDR SER TR
-$1.2M
3,372
-80%
清仓
IYC
ISHARES TR
-$1.2M
0
-100%
建仓
ANET
ARISTA NETWORKS INC
+$1.2M
11,188
减持
WAB
WABTEC
-$1.2M
1,250
-85%
增持
LMT
LOCKHEED MARTIN CORP
+$1.2M
5,380
+126%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$1.2M
107,848
+26%
减持
MSCI
MSCI INC
-$1.2M
763
-73%
增持
DWM
WISDOMTREE TR
+$1.2M
53,945
+88%
减持
—
FLEX LTD
-$1.2M
87,465
-36%
减持
CLH
CLEAN HARBORS INC
-$1.2M
1,693
-74%
增持
IVW
ISHARES TR
+$1.2M
180,521
+1%
清仓
PEJ
INVESCO EXCHANGE TRADED FD T
-$1.2M
0
-100%
减持
MOAT
VANECK ETF TRUST
-$1.2M
133,677
-4%
减持
XLV
SELECT SECTOR SPDR TR
-$1.2M
36,544
-9%
减持
CBRE
CBRE GROUP INC
-$1.2M
3,267
-74%
减持
MGK
VANGUARD WORLD FD
-$1.2M
9,852
-30%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$1.1M
107,502
+93%
减持
SHW
SHERWIN WILLIAMS CO
-$1.1M
6,381
-26%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$1.1M
26,331
+10%
减持
MCO
MOODYS CORP
-$1.1M
3,513
-40%
增持
QQQ
INVESCO QQQ TR
+$1.1M
37,880
+1%
建仓
SCHX
SCHWAB STRATEGIC TR
+$1.1M
45,745
清仓
—
ARISTA NETWORKS INC
-$1.1M
0
-100%
减持
VTV
VANGUARD INDEX FDS
-$1.0M
130,972
-1%
减持
PXF
INVESCO EXCH TRADED FD TR II
-$1.0M
11,307
-62%
增持
WMT
WALMART INC
+$1.0M
66,681
+7%
减持
MRK
MERCK & CO INC
-$978.2K
35,900
-10%
清仓
HDSN
HUDSON TECHNOLOGIES INC
-$970.7K
0
-100%
减持
BAC
BANK AMERICA CORP
+$966.7K
237,469
-0%
减持
BUG
GLOBAL X FDS
-$952.0K
10,024
-76%
减持
JPM
JPMORGAN CHASE & CO.
+$935.0K
39,173
-2%
减持
RTX
RTX CORPORATION
-$934.7K
27,039
-19%
减持
DFAX
DIMENSIONAL ETF TRUST
-$929.7K
395,340
-1%
减持
CARR
CARRIER GLOBAL CORPORATION
-$920.4K
6,571
-61%
增持
VTEB
VANGUARD MUN BD FDS
+$915.0K
125,174
+19%
清仓
CTAS
CINTAS CORP
-$913.9K
0
-100%
清仓
WMG
WARNER MUSIC GROUP CORP
-$878.5K
0
-100%
增持
CAT
CATERPILLAR INC
+$876.6K
17,540
+25%
清仓
MPWR
MONOLITHIC PWR SYS INC
-$868.4K
0
-100%
增持
IJH
ISHARES TR
+$859.5K
205,609
+7%
减持
VFH
VANGUARD WORLD FD
-$848.0K
59,389
-17%
清仓
CTVA
CORTEVA INC
-$843.7K
0
-100%
清仓
MRSH
MARSH & MCLENNAN COS INC
-$826.1K
0
-100%
增持
IBHH
ISHARES TR
+$820.8K
88,225
+69%
