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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 9
增持 47
减持 73
清仓 21
方向
标的
Δ市值
现股数(环比)
减持
APP
APPLOVIN CORP
+$144.1M
391,315
-0%
减持
SPY
SPDR S&P 500 ETF TR
-$125.3M
281,717
-44%
增持
VOO
VANGUARD INDEX FDS
+$27.7M
407,397
+4%
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
AAPL
APPLE INC
+$17.8M
411,271
-3%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$17.6M
2,047,005
+11%
减持
UUUU
ENERGY FUELS INC
+$17.2M
1,870,042
-6%
减持
IEI
ISHARES TR
-$16.0M
55,734
-71%
建仓
GSIE
GOLDMAN SACHS ETF TR
+$15.8M
385,212
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$13.6M
667,622
+5%
增持
IEFA
ISHARES TR
+$10.9M
470,332
+30%
增持
IEMG
ISHARES INC
+$10.0M
1,284,627
+3%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$9.6M
985,198
+11%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$7.7M
424,618
+26%
增持
SCHG
SCHWAB STRATEGIC TR
+$7.5M
299,500
+315%
增持
GSUS
GOLDMAN SACHS ETF TR
+$7.2M
349,690
+19%
增持
BBUS
J P MORGAN EXCHANGE TRADED F
+$6.7M
464,962
+5%
增持
AGG
ISHARES TR
+$6.2M
443,492
+15%
建仓
IXJ
ISHARES TR
+$6.1M
69,316
减持
OEF
ISHARES TR
-$5.8M
23,468
-47%
减持
GOOG
ALPHABET INC
+$5.1M
86,596
-4%
减持
SGOV
ISHARES TR
-$5.0M
106,230
-32%
清仓
SCHZ
SCHWAB STRATEGIC TR
-$4.9M
0
-100%
减持
GBIL
GOLDMAN SACHS ETF TR
-$4.8M
138,418
-26%
增持
GLD
SPDR GOLD TR
+$4.5M
47,018
+17%
清仓
DYNF
BLACKROCK ETF TRUST
-$4.5M
0
-100%
减持
COST
COSTCO WHSL CORP NEW
-$4.4M
18,184
-15%
减持
QUAL
ISHARES TR
-$4.4M
9,949
-71%
增持
IWR
ISHARES TR
+$4.3M
167,240
+30%
减持
EFV
ISHARES TR
-$4.1M
236,772
-26%
增持
BBEU
J P MORGAN EXCHANGE TRADED F
+$4.0M
133,361
+72%
减持
GOOGL
ALPHABET INC
+$4.0M
66,415
-3%
减持
USMV
ISHARES TR
-$3.9M
20,945
-67%
减持
VB
VANGUARD INDEX FDS
-$3.9M
17,159
-51%
增持
XLK
SELECT SECTOR SPDR TR
+$3.8M
69,921
+12%
增持
MSFT
MICROSOFT CORP
+$3.8M
135,419
+2%
增持
MINT
PIMCO ETF TR
+$3.8M
90,313
+70%
清仓
IUSB
ISHARES TR
-$3.7M
0
-100%
减持
IWF
ISHARES TR
+$3.5M
80,881
-0%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$3.0M
241,827
-17%
减持
SCHB
SCHWAB STRATEGIC TR
-$2.8M
110,027
-54%
减持
FLTR
VANECK ETF TRUST
-$2.8M
74,956
-59%
减持
IVV
ISHARES TR
-$2.8M
183,207
-9%
减持
VGT
VANGUARD WORLD FD
+$2.8M
34,671
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$2.7M
50,705
-13%
减持
USHY
ISHARES TR
-$2.7M
6,655
-92%
增持
IWM
ISHARES TR
+$2.7M
42,771
+20%
增持
FBND
FIDELITY MERRIMACK STR TR
+$2.6M
89,169
+170%
减持
XLP
SELECT SECTOR SPDR TR
-$2.5M
24,745
-55%
减持
XLF
SELECT SECTOR SPDR TR
-$2.3M
390,521
-12%
增持
QQQ
INVESCO QQQ TR
+$2.3M
36,532
+2%
增持
BINC
BLACKROCK ETF TRUST II
+$2.3M
61,443
+219%
清仓
IXN
ISHARES TR
-$2.2M
0
-100%
减持
VTI
VANGUARD INDEX FDS
+$2.1M
178,821
-4%
减持
IYW
ISHARES TR
-$2.1M
1,972
-86%
清仓
IEV
ISHARES TR
-$2.1M
0
-100%
减持
IVW
ISHARES TR
-$2.1M
67,372
-27%
清仓
TLH
ISHARES TR
-$2.1M
0
-100%
减持
NMRK
NEWMARK GROUP INC
+$2.1M
324,169
-1%
增持
IJR
ISHARES TR
+$2.0M
88,283
+14%
减持
ICSH
ISHARES TR
-$1.9M
12,250
-76%
减持
AMZN
AMAZON COM INC
-$1.9M
137,275
-6%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$1.8M
8,965
-80%
清仓
IVLU
ISHARES TR
-$1.8M
0
-100%
减持
MUB
ISHARES TR
-$1.8M
118,066
-14%
减持
EFG
ISHARES TR
-$1.6M
9,445
-61%
减持
IWB
ISHARES TR
+$1.6M
85,484
-2%
减持
IVE
ISHARES TR
-$1.6M
31,750
-24%
减持
NVDA
NVIDIA CORPORATION
+$1.6M
92,229
-7%
清仓
THRO
BLACKROCK ETF TRUST
-$1.6M
0
-100%
减持
VTEB
VANGUARD MUN BD FDS
-$1.5M
44,148
-42%
减持
XLI
SELECT SECTOR SPDR TR
-$1.5M
129,899
-11%
减持
GSAT
GLOBALSTAR INC
+$1.5M
134,837
-6%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
-$1.5M
72,245
-22%
增持
VXUS
VANGUARD STAR FDS
+$1.5M
51,313
+55%
清仓
EMGF
ISHARES INC
-$1.5M
0
-100%
增持
IXUS
ISHARES TR
+$1.5M
55,463
+37%
增持
EFA
ISHARES TR
+$1.4M
87,944
+16%
清仓
—
MRC GLOBAL INC
-$1.4M
0
-100%
增持
VBK
VANGUARD INDEX FDS
+$1.4M
28,427
+11%
增持
JPM
JPMORGAN CHASE & CO.
+$1.4M
38,550
+4%
减持
SPTL
SPDR SERIES TRUST
-$1.3M
281,998
-16%
增持
PAVE
GLOBAL X FDS
+$1.3M
245,734
+3%
减持
TSLA
TESLA INC
+$1.3M
12,617
-7%
减持
FPE
FIRST TR EXCH TRADED FD III
-$1.3M
65,172
-53%
减持
ABBV
ABBVIE INC
+$1.2M
28,972
-2%
减持
NG
NOVAGOLD RES INC
+$1.2M
274,635
-5%
增持
—
GENIUS SPORTS LIMITED
+$1.2M
277,475
+30%
减持
DGRO
ISHARES TR
+$1.2M
310,200
-0%
清仓
QS
QUANTUMSCAPE CORP
-$1.2M
0
-100%
减持
AVGO
BROADCOM INC
+$1.2M
28,611
-4%
清仓
MBB
ISHARES TR
-$1.2M
0
-100%
增持
ESGD
ISHARES TR
+$1.2M
71,039
+16%
减持
FISV
FISERV INC
-$1.1M
19,206
-9%
建仓
—
HERITAGE COMM CORP
+$1.1M
114,880
建仓
RNG
RINGCENTRAL INC
+$1.1M
40,189
清仓
REIT
ALPS ETF TR
-$1.1M
0
-100%
减持
XLC
SELECT SECTOR SPDR TR
-$1.1M
171,248
-13%
建仓
BBIN
J P MORGAN EXCHANGE TRADED F
+$1.1M
15,013
减持
IAU
ISHARES GOLD TR
-$1.0M
19,328
-51%
增持
VSDB
VANGUARD MALVERN FDS
+$1.0M
18,660
+231%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$999.7K
153,283
-1%
增持
IEF
ISHARES TR
+$988.8K
30,481
+50%
增持
NFLX
NETFLIX INC
-$946.1K
7,239
+1%
建仓
RAAX
VANECK ETF TRUST
+$936.8K
27,185
减持
GD
GENERAL DYNAMICS CORP
-$907.7K
759
-83%
减持
HYLB
DBX ETF TR
-$903.7K
383,476
-6%
清仓
GNMA
ISHARES TR
-$888.4K
0
-100%
减持
TWLO
TWILIO INC
-$878.6K
6,380
-48%
增持
MGK
VANGUARD WORLD FD
+$862.1K
5,638
+47%
增持
MOAT
VANECK ETF TRUST
+$858.3K
124,760
+2%
减持
DFAC
DIMENSIONAL ETF TRUST
+$852.5K
730,083
-4%
增持
IBDU
ISHARES TR
+$838.9K
468,819
+8%
清仓
ILCV
ISHARES TR
-$835.2K
0
-100%
清仓
INVX
INNOVEX INTERNATIONAL INC
-$832.7K
0
-100%
减持
TLT
ISHARES TR
-$830.4K
3,312
-74%
增持
META
META PLATFORMS INC
+$803.0K
8,215
+16%
减持
EMB
ISHARES TR
-$793.6K
13,608
-40%
减持
ITOT
ISHARES TR
+$791.7K
140,508
-4%
增持
HD
HOME DEPOT INC
+$786.2K
18,981
+1%
增持
—
EXXON MOBIL CORP
+$778.8K
35,348
+19%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$774.6K
67,207
-14%
增持
VOX
VANGUARD WORLD FD
+$748.4K
12,382
+34%
清仓
COIN
COINBASE GLOBAL INC
-$746.9K
0
-100%
减持
—
ACCENTURE PLC IRELAND
-$732.9K
2,259
-48%
清仓
HIMU
BLACKROCK ETF TRUST II
-$699.5K
0
-100%
增持
CEF
SPROTT ASSET MANAGEMENT LP
+$672.9K
100,166
+0%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$670.3K
174,189
-2%
清仓
VIGI
VANGUARD WHITEHALL FDS
-$670.1K
0
-100%
增持
SCHY
SCHWAB STRATEGIC TR
+$667.4K
173,615
+14%
减持
KTOS
KRATOS DEFENSE & SEC SOLUTIO
+$659.0K
27,021
-31%
建仓
EUSA
ISHARES INC
+$655.4K
6,365
清仓
SPTM
SPDR SERIES TRUST
-$653.8K
0
-100%
增持
BGC
BGC GROUP INC
-$634.7K
1,618,867
+4%
减持
JNJ
JOHNSON & JOHNSON
+$623.1K
23,743
-4%
增持
VOT
VANGUARD INDEX FDS
+$620.8K
45,533
+2%
减持
DFUS
DIMENSIONAL ETF TRUST
+$618.5K
123,434
-1%
建仓
INDA
ISHARES TR
+$614.2K
11,798
增持
SUSL
ISHARES TR
+$611.5K
64,158
+1%
减持
V
VISA INC
-$606.5K
27,142
-2%
减持
MDB
MONGODB INC
-$606.4K
4,000
-55%
清仓
IAGG
ISHARES TR
-$575.1K
0
-100%
增持
FDS
FACTSET RESH SYS INC
+$563.9K
2,677
+490%
减持
MTUM
ISHARES TR
-$563.6K
2,392
-51%
减持
XLU
SELECT SECTOR SPDR TR
-$559.7K
84,618
-13%
减持
EMXC
ISHARES INC
-$556.8K
64,329
-17%
增持
MRK
MERCK & CO INC
+$554.5K
30,926
+20%
减持
LLY
ELI LILLY & CO
-$547.9K
6,691
-8%
减持
PANW
PALO ALTO NETWORKS INC
-$545.1K
18,163
-12%
减持
VYM
VANGUARD WHITEHALL FDS
+$511.4K
78,468
-1%
建仓
TECK
TECK RESOURCES LTD
+$510.7K
11,637
