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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 18
增持 48
减持 77
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
SPY
SPDR S&P 500 ETF TR
+$218.5M
498,822
+384%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$28.1M
486,226
+3307%
减持
APP
APPLOVIN CORP
-$26.1M
403,061
-2%
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
JEPQ
J P MORGAN EXCHANGE TRADED F
-$19.1M
60,937
-84%
减持
SMH
VANECK ETF TRUST
-$17.5M
8,574
-89%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$16.1M
1,807,128
+14%
建仓
VGK
VANGUARD INTL EQUITY INDEX F
+$15.8M
225,319
减持
IWF
ISHARES TR
-$15.5M
95,766
-23%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$14.0M
664,918
+13%
增持
GLD
SPDR GOLD TR
+$13.9M
53,097
+840%
减持
GPIX
GOLDMAN SACHS ETF TR
-$11.3M
4,834
-98%
增持
SGOV
ISHARES TR
+$10.6M
143,945
+270%
清仓
AYI
ACUITY BRANDS INC
-$10.5M
0
-100%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$10.5M
144,202
+3299%
增持
COST
COSTCO WHSL CORP NEW
+$10.5M
24,032
+80%
增持
IEMG
ISHARES INC
+$10.0M
1,321,205
+13%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$10.0M
157,931
-26%
增持
AAPL
APPLE INC
-$9.6M
442,584
+3%
减持
VUG
VANGUARD INDEX FDS
-$9.5M
40,399
-32%
减持
PFFA
ETFIS SER TR I
-$9.5M
9,616
-98%
减持
BAC
BANK AMERICA CORP
-$8.6M
43,209
-82%
增持
XLV
SELECT SECTOR SPDR TR
+$8.6M
93,271
+155%
增持
IEFA
ISHARES TR
+$8.6M
285,903
+54%
减持
IVV
ISHARES TR
-$8.6M
217,416
-2%
减持
XLK
SELECT SECTOR SPDR TR
-$8.2M
105,677
-18%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$7.9M
7,928
-70%
建仓
GOVT
ISHARES TR
+$6.8M
297,125
减持
MSFT
MICROSOFT CORP
-$6.8M
124,700
-2%
减持
FLTR
VANECK ETF TRUST
-$6.1M
318,722
-43%
减持
AMZN
AMAZON COM INC
-$5.9M
141,249
-5%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$5.5M
57,553
+4%
减持
IJR
ISHARES TR
-$5.4M
72,905
-35%
清仓
CWB
SPDR SER TR
-$5.3M
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$5.3M
98,663
-17%
增持
VOO
VANGUARD INDEX FDS
-$5.3M
379,096
+2%
建仓
BBEU
J P MORGAN EXCHANGE TRADED F
+$5.2M
84,232
增持
XLP
SELECT SECTOR SPDR TR
+$5.2M
90,025
+224%
减持
SPYM
SPDR SER TR
-$5.1M
79,123
-47%
减持
IVW
ISHARES TR
-$5.1M
142,818
-21%
减持
EPI
WISDOMTREE TR
-$5.0M
20,068
-85%
清仓
—
GLOBALSTAR INC
-$4.7M
0
-100%
建仓
VNM
VANECK ETF TRUST
+$4.7M
374,226
减持
XLC
SELECT SECTOR SPDR TR
-$4.6M
207,407
-18%
清仓
QTUM
ETF SER SOLUTIONS
-$4.6M
0
-100%
减持
GBIL
GOLDMAN SACHS ETF TR
-$4.5M
225,631
-17%
减持
SCHG
SCHWAB STRATEGIC TR
-$4.5M
513,572
-17%
减持
GOOG
ALPHABET INC
-$4.4M
98,824
-5%
建仓
—
UNITED STATES STL CORP NEW
+$4.4M
103,382
减持
XLE
SELECT SECTOR SPDR TR
-$4.2M
34,268
-60%
增持
CEF
SPROTT PHYSICAL GOLD & SILVE
+$4.2M
218,456
+153%
减持
XLI
SELECT SECTOR SPDR TR
-$4.2M
61,473
-34%
清仓
USHY
ISHARES TR
-$4.1M
0
-100%
建仓
AA
ALCOA CORP
+$4.0M
132,479
减持
XLRE
SELECT SECTOR SPDR TR
-$3.8M
16,517
-85%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$3.7M
59,675
-34%
减持
GOOGL
ALPHABET INC
-$3.7M
72,186
-8%
减持
XLF
SELECT SECTOR SPDR TR
-$3.7M
280,852
-23%
建仓
IEI
ISHARES TR
+$3.6M
30,560
建仓
GSAT
GLOBALSTAR INC
+$3.4M
160,695
建仓
—
PROSHARES TR
+$2.7M
69,509
减持
MINT
PIMCO ETF TR
-$2.7M
42,883
-38%
减持
FPE
FIRST TR EXCH TRADED FD III
-$2.7M
247,094
-38%
减持
EMB
ISHARES TR
-$2.6M
20,813
-59%
减持
GSUS
GOLDMAN SACHS ETF TR
-$2.6M
390,464
-3%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$2.5M
848,701
+2%
减持
ITOT
ISHARES TR
-$2.5M
146,383
-7%
增持
WMT
WALMART INC
+$2.4M
95,716
+44%
减持
TSLA
TESLA INC
-$2.3M
13,692
-5%
建仓
RWM
PROSHARES TR
+$2.2M
107,226
增持
EFV
ISHARES TR
+$2.2M
317,977
+1%
减持
IWR
ISHARES TR
-$2.2M
122,112
-14%
增持
EWS
ISHARES INC
+$2.1M
216,897
+57%
增持
VGT
VANGUARD WORLD FD
-$2.1M
35,172
+3%
增持
MUB
ISHARES TR
+$2.1M
103,411
+25%
减持
ICSH
ISHARES TR
-$2.1M
81,220
-34%
减持
STNC
HENNESSY FDS TR
-$2.0M
596,038
-9%
减持
TCHP
T ROWE PRICE ETF INC
-$1.9M
96,278
-28%
减持
QQQ
INVESCO QQQ TR
-$1.8M
37,340
-1%
减持
SUSA
ISHARES TR
-$1.7M
34,429
-26%
减持
AVGO
BROADCOM INC
-$1.7M
24,884
-2%
减持
REIT
ALPS ETF TR
-$1.7M
55,251
-53%
增持
ESGD
ISHARES TR
+$1.7M
67,697
+33%
增持
UUUU
ENERGY FUELS INC
-$1.6M
1,736,441
+10%
减持
JAAA
JANUS DETROIT STR TR
-$1.6M
49,949
-39%
减持
LMT
LOCKHEED MARTIN CORP
-$1.6M
2,367
-56%
减持
DWM
WISDOMTREE TR
-$1.5M
22,796
-58%
建仓
EWZ
ISHARES INC
+$1.5M
58,381
减持
CGXU
CAPITAL GROUP INTL FOCUS EQT
-$1.4M
49,441
-54%
减持
FBND
FIDELITY MERRIMACK STR TR
-$1.4M
56,990
-36%
减持
XSOE
WISDOMTREE TR
-$1.4M
36,733
-56%
减持
TMSL
T ROWE PRICE ETF INC
-$1.4M
39,855
-50%
增持
IWB
ISHARES TR
-$1.3M
88,101
+0%
减持
EMXC
ISHARES INC
-$1.3M
22,077
-51%
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$1.3M
25,875
减持
DFAC
DIMENSIONAL ETF TRUST
-$1.3M
769,895
-0%
减持
—
FLEX LTD
-$1.2M
63,966
-27%
增持
IUSV
ISHARES TR
+$1.2M
60,176
+29%
减持
EFG
ISHARES TR
-$1.2M
27,924
-32%
增持
EFA
ISHARES TR
+$1.2M
76,650
+14%
减持
SCHZ
SCHWAB STRATEGIC TR
-$1.1M
235,018
-19%
增持
AGG
ISHARES TR
+$1.1M
377,680
+1%
增持
IAU
ISHARES GOLD TR
+$1.1M
41,395
+53%
减持
CAT
CATERPILLAR INC
-$1.1M
16,053
-8%
增持
COIN
COINBASE GLOBAL INC
+$1.1M
9,111
+351%
建仓
INVX
INNOVEX INTERNATIONAL INC
+$1.1M
59,193
增持
TROW
PRICE T ROWE GROUP INC
-$1.1M
50,984
+1%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$1.0M
124,159
+15%
减持
MGK
VANGUARD WORLD FD
-$993.5K
7,736
-21%
增持
TLT
ISHARES TR
+$991.3K
19,198
+122%
增持
SHY
ISHARES TR
+$976.0K
16,814
+232%
减持
XLY
SELECT SECTOR SPDR TR
-$963.1K
18,888
-10%
增持
XLU
SELECT SECTOR SPDR TR
+$958.4K
97,237
+10%
增持
HYG
ISHARES TR
+$953.9K
60,649
+25%
建仓
GREK
GLOBAL X FDS
+$951.4K
20,255
增持
VTI
VANGUARD INDEX FDS
-$909.7K
145,865
+3%
增持
—
ACCENTURE PLC IRELAND
+$909.0K
5,440
+143%
增持
TLH
ISHARES TR
+$909.0K
16,264
+108%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$862.4K
81,571
-1%
减持
MOAT
VANECK ETF TRUST
-$859.3K
131,090
-2%
增持
IVE
ISHARES TR
+$858.8K
46,009
+11%
减持
MCO
MOODYS CORP
-$857.8K
1,729
-51%
增持
IBTJ
ISHARES TR
+$850.8K
268,440
+15%
减持
DFAT
DIMENSIONAL ETF TRUST
-$840.6K
184,499
-1%
清仓
LOPE
GRAND CANYON ED INC
-$840.0K
0
-100%
减持
VB
VANGUARD INDEX FDS
-$839.6K
36,261
-2%
增持
USMV
ISHARES TR
+$809.9K
29,536
+34%
减持
HD
HOME DEPOT INC
-$805.1K
20,527
-4%
增持
VTV
VANGUARD INDEX FDS
+$801.9K
133,006
+2%
建仓
THRO
BLACKROCK ETF TRUST
+$783.4K
24,720
增持
EAGG
ISHARES TR
+$742.3K
125,788
+12%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$742.2K
120,156
+7%
增持
JPM
JPMORGAN CHASE & CO.
+$735.7K
41,279
+5%
建仓
OUNZ
VANECK MERK GOLD ETF
+$727.1K
24,125
清仓
MRVL
MARVELL TECHNOLOGY INC
-$719.7K
0
-100%
增持
LLY
ELI LILLY & CO
+$695.6K
5,975
+9%
减持
DHR
DANAHER CORPORATION
-$694.5K
15,915
-8%
减持
IT
GARTNER INC
-$677.9K
2,704
-28%
减持
VTEB
VANGUARD MUN BD FDS
-$675.9K
112,839
-10%
减持
IUSB
ISHARES TR
-$650.9K
76,516
-17%
减持
PEP
PEPSICO INC
-$649.8K
25,067
-13%
减持
ESGU
ISHARES TR
-$647.5K
10,547
-30%
减持
V
VISA INC
+$640.7K
27,293
-3%
减持
TEAD
OUTBRAIN INC
-$627.6K
116,395
-21%
增持
IBDU
ISHARES TR
+$624.1K
359,346
+7%
减持
IBHG
ISHARES TR
-$623.7K
14,512
-66%
建仓
VONV
VANGUARD SCOTTSDALE FDS
+$610.3K
7,394
减持
QCOM
QUALCOMM INC
-$603.0K
16,113
-20%
减持
MBB
ISHARES TR
-$603.0K
12,598
-35%
建仓
HIMU
BLACKROCK ETF TRUST II
+$602.1K
12,157
减持
FDS
FACTSET RESH SYS INC
-$595.3K
518
-70%
