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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 11
增持 62
减持 63
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
SPY
SPDR S&P 500 ETF TR
+$33.9M
506,533
+2%
减持
APP
APPLOVIN CORP
+$30.3M
391,585
-3%
增持
VOO
VANGUARD INDEX FDS
+$27.7M
390,586
+3%
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
BBUS
J P MORGAN EXCHANGE TRADED F
+$21.6M
441,230
+60%
增持
MSFT
MICROSOFT CORP
+$19.5M
133,329
+7%
增持
IEI
ISHARES TR
+$19.1M
190,365
+523%
增持
VTI
VANGUARD INDEX FDS
+$16.6M
186,179
+28%
建仓
HYLB
DBX ETF TR
+$15.1M
409,926
增持
XLI
SELECT SECTOR SPDR TR
+$13.5M
146,063
+138%
增持
DGRO
ISHARES TR
+$13.3M
311,278
+191%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$13.2M
1,842,120
+2%
减持
AAPL
APPLE INC
-$11.4M
423,737
-4%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$11.4M
293,123
-40%
减持
SCHG
SCHWAB STRATEGIC TR
-$10.8M
72,086
-86%
减持
IEF
ISHARES TR
-$10.7M
20,376
-85%
减持
STNC
HENNESSY FDS TR
-$10.7M
229,968
-61%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$10.3M
337,528
+50%
建仓
SII
SPROTT INC
+$9.6M
138,361
增持
XLF
SELECT SECTOR SPDR TR
+$9.3M
445,035
+58%
减持
XLV
SELECT SECTOR SPDR TR
-$8.8M
36,074
-61%
增持
IEFA
ISHARES TR
+$8.6M
362,679
+27%
减持
TDIV
FIRST TR EXCHANGE TRADED FD
-$8.0M
2,674
-98%
增持
VUG
VANGUARD INDEX FDS
+$7.8M
51,892
+28%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$6.6M
92,574
+1423%
减持
XLK
SELECT SECTOR SPDR TR
-$6.0M
62,665
-41%
增持
AMZN
AMAZON COM INC
+$5.1M
145,892
+3%
增持
FXI
ISHARES TR
+$5.1M
146,908
+1499%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$5.1M
78,453
-46%
增持
UUUU
ENERGY FUELS INC
+$5.0M
1,998,061
+15%
增持
NVDA
NVIDIA CORPORATION
+$4.9M
98,992
+0%
减持
GSUS
GOLDMAN SACHS ETF TR
-$4.9M
293,346
-25%
减持
IUSV
ISHARES TR
-$4.9M
7,515
-88%
清仓
HYG
ISHARES TR
-$4.8M
0
-100%
清仓
VNM
VANECK ETF TRUST
-$4.7M
0
-100%
清仓
AIQ
GLOBAL X FDS
-$4.7M
0
-100%
增持
SPTL
SPDR SERIES TRUST
+$4.4M
335,882
+104%
清仓
—
UNITED STATES STL CORP NEW
-$4.4M
0
-100%
建仓
COF
CAPITAL ONE FINL CORP
+$4.3M
19,985
减持
EWS
ISHARES INC
-$4.1M
39,359
-82%
增持
AVGO
BROADCOM INC
+$4.1M
29,949
+20%
减持
VGT
VANGUARD WORLD FD
+$4.0M
34,867
-1%
清仓
AA
ALCOA CORP
-$4.0M
0
-100%
减持
GBIL
GOLDMAN SACHS ETF TR
-$3.9M
186,406
-17%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$3.9M
883,638
+4%
增持
PANW
PALO ALTO NETWORKS INC
+$3.8M
20,736
+725%
增持
EMXC
ISHARES INC
+$3.7M
77,600
+251%
增持
MUB
ISHARES TR
+$3.4M
137,365
+33%
减持
FLTR
VANECK ETF TRUST
-$3.4M
184,373
-42%
减持
IEMG
ISHARES INC
+$3.4M
1,245,457
-6%
清仓
—
DISCOVER FINL SVCS
-$3.3M
0
-100%
减持
IVV
ISHARES TR
+$3.2M
201,955
-7%
减持
CEF
SPROTT PHYSICAL GOLD & SILVE
-$3.2M
99,742
-54%
增持
NFLX
NETFLIX INC
+$3.1M
7,189
+3%
增持
USMV
ISHARES TR
+$3.1M
62,801
+113%
减持
GLD
SPDR GOLD TR
-$3.1M
40,039
-25%
减持
TCHP
T ROWE PRICE ETF INC
-$3.1M
13,232
-86%
减持
IVW
ISHARES TR
-$3.0M
92,864
-35%
建仓
USHY
ISHARES TR
+$2.9M
78,475
减持
XLP
SELECT SECTOR SPDR TR
-$2.9M
54,523
-39%
增持
OEF
ISHARES TR
+$2.8M
44,654
+12%
清仓
—
PROSHARES TR
-$2.7M
0
-100%
减持
IWB
ISHARES TR
+$2.6M
87,297
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$2.4M
58,110
+1%
增持
GOVT
ISHARES TR
+$2.4M
400,268
+35%
清仓
RWM
PROSHARES TR
-$2.2M
0
-100%
减持
IWM
ISHARES TR
-$2.2M
35,610
-28%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$2.2M
86,730
-30%
减持
QQQ
INVESCO QQQ TR
+$2.2M
35,662
-4%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$2.0M
637,496
-4%
减持
UNH
UNITEDHEALTH GROUP INC
-$2.0M
6,204
-18%
增持
IDEV
ISHARES TR
+$2.0M
29,381
+809%
减持
DFAC
DIMENSIONAL ETF TRUST
+$1.9M
761,910
-1%
增持
VOT
VANGUARD INDEX FDS
+$1.9M
44,857
+1%
减持
FPE
FIRST TR EXCH TRADED FD III
-$1.9M
137,676
-44%
减持
VTEB
VANGUARD MUN BD FDS
-$1.9M
76,035
-33%
增持
IBDU
ISHARES TR
+$1.9M
435,673
+21%
减持
ITOT
ISHARES TR
+$1.8M
145,685
-0%
增持
BGC
BGC GROUP INC
+$1.8M
1,559,058
+1%
增持
VYM
VANGUARD WHITEHALL FDS
+$1.7M
79,130
+15%
增持
EWG
ISHARES INC
+$1.6M
45,475
+445%
减持
ICSH
ISHARES TR
-$1.6M
50,343
-38%
增持
PAVE
GLOBAL X FDS
+$1.6M
237,541
+2%
建仓
JMUB
J P MORGAN EXCHANGE TRADED F
+$1.5M
31,036
清仓
EWZ
ISHARES INC
-$1.5M
0
-100%
减持
COST
COSTCO WHSL CORP NEW
-$1.5M
21,475
-11%
增持
IWR
ISHARES TR
+$1.5M
128,801
+5%
增持
EFV
ISHARES TR
+$1.4M
318,048
+0%
减持
XLC
SELECT SECTOR SPDR TR
+$1.4M
196,832
-5%
增持
DFAX
DIMENSIONAL ETF TRUST
+$1.3M
392,933
+0%
减持
PFF
ISHARES TR
-$1.3M
450,200
-8%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$1.3M
4,699
-41%
减持
USIG
ISHARES TR
-$1.2M
240,233
-10%
增持
SGOV
ISHARES TR
+$1.2M
155,404
+8%
减持
MRK
MERCK & CO INC
-$1.1M
25,837
-27%
清仓
AZO
AUTOZONE INC
-$1.1M
0
-100%
减持
FBND
FIDELITY MERRIMACK STR TR
-$1.1M
32,974
-42%
建仓
DMXF
ISHARES TR
+$1.1M
14,382
减持
OMF
ONEMAIN HLDGS INC
-$1.1M
15,441
-61%
增持
MINT
PIMCO ETF TR
+$1.0M
53,120
+24%
增持
FISV
FISERV INC
-$1.0M
21,027
+0%
减持
JAAA
JANUS DETROIT STR TR
-$999.5K
30,216
-40%
减持
TJX
TJX COS INC NEW
-$997.4K
4,858
-63%
增持
VXUS
VANGUARD STAR FDS
+$982.6K
33,150
+57%
减持
MGK
VANGUARD WORLD FD
-$981.0K
3,843
-50%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$968.3K
45,072
+74%
增持
GD
GENERAL DYNAMICS CORP
+$958.0K
4,418
+478%
减持
LRCX
LAM RESEARCH CORP
-$947.4K
11,898
-59%
减持
GOOGL
ALPHABET INC
+$939.1K
68,672
-5%
减持
META
META PLATFORMS INC
+$924.6K
7,086
-5%
建仓
IDV
ISHARES TR
+$910.5K
26,383
增持
IBHH
ISHARES TR
+$900.8K
117,987
+45%
建仓
IEUR
ISHARES TR
+$896.5K
13,542
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$869.7K
130,250
+8%
清仓
ANET
ARISTA NETWORKS INC
-$858.5K
0
-100%
增持
MA
MASTERCARD INCORPORATED
+$857.6K
3,755
+64%
增持
AGG
ISHARES TR
+$850.1K
385,184
+2%
增持
VTV
VANGUARD INDEX FDS
+$849.7K
134,073
+1%
增持
SPGI
S&P GLOBAL INC
+$843.7K
6,367
+29%
减持
VHT
VANGUARD WORLD FD
-$835.9K
19,630
-9%
建仓
ILCV
ISHARES TR
+$835.2K
10,016
增持
VPL
VANGUARD INTL EQUITY INDEX F
+$833.8K
51,538
+10%
增持
IJR
ISHARES TR
+$823.8K
77,295
+6%
减持
COIN
COINBASE GLOBAL INC
-$822.3K
2,131
-77%
建仓
JBND
J P MORGAN EXCHANGE TRADED F
+$811.0K
15,134
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$805.2K
5,877
-8%
减持
DFUS
DIMENSIONAL ETF TRUST
+$797.7K
124,188
-0%
减持
ABBV
ABBVIE INC
-$791.4K
29,420
-1%
清仓
GE
GE AEROSPACE
-$787.5K
0
-100%
增持
THRO
BLACKROCK ETF TRUST
+$781.3K
43,977
+78%
减持
TSLA
TESLA INC
+$773.4K
13,606
-1%
增持
HEZU
ISHARES TR
+$723.7K
186,843
+5%
建仓
EMXF
ISHARES TR
+$721.7K
16,832
增持
IWO
ISHARES TR
+$720.5K
6,273
+49%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$719.7K
154,496
-2%
增持
LLY
ELI LILLY & CO
+$718.6K
7,253
+21%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$704.3K
13,914
+2%
减持
—
UNILEVER PLC
-$689.2K
5,272
-69%
增持
IBTJ
ISHARES TR
+$672.7K
297,293
+11%
减持
JPM
JPMORGAN CHASE & CO.
+$667.0K
37,229
-10%
增持
KTOS
KRATOS DEFENSE & SEC SOLUTIO
+$661.2K
38,965
+1%
减持
SUSL
ISHARES TR
+$659.9K
63,663
-2%
增持
SCHY
SCHWAB STRATEGIC TR
+$655.6K
152,959
+10%
减持
ISRG
INTUITIVE SURGICAL INC
-$627.3K
736
-64%
清仓
UPS
UNITED PARCEL SERVICE INC
-$623.8K
0
-100%
减持
TLT
ISHARES TR
-$621.2K
12,764
-34%
减持
IVE
ISHARES TR
-$620.4K
41,695
-9%
减持
HD
HOME DEPOT INC
-$618.1K
18,833
-8%
减持
MAR
MARRIOTT INTL INC NEW
-$612.6K
1,565
-64%
清仓
QQQM
INVESCO EXCH TRADED FD TR II
-$611.5K
0
-100%
增持
EMR
EMERSON ELEC CO
+$610.1K
8,842
+70%
