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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 31
增持 94
减持 18
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
SPY
SPDR S&P 500 ETF TR
+$153.9M
500,826
+78%
清仓
VIG
VANGUARD SPECIALIZED FUNDS
-$144.6M
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$44.1M
328,941
+257%
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
+$41.5M
791,483
+70%
清仓
VGK
VANGUARD INTL EQUITY INDEX F
-$33.9M
0
-100%
增持
AAPL
APPLE INC
+$33.8M
509,692
+24%
增持
GOOG
ALPHABET INC
+$21.5M
135,778
+57%
增持
JPM
JPMORGAN CHASE & CO.
+$19.6M
98,645
+156%
建仓
AVEM
AMERICAN CENTY ETF TR
+$18.1M
234,831
减持
APP
APPLOVIN CORP
-$17.7M
390,989
-0%
增持
GSUS
GOLDMAN SACHS ETF TR
+$12.9M
478,806
+37%
增持
AGG
ISHARES TR
+$12.7M
572,621
+29%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$12.5M
2,162,844
+6%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$12.2M
26,430
-48%
建仓
AXON
AXON ENTERPRISE INC
+$11.3M
19,832
增持
MSFT
MICROSOFT CORP
+$10.9M
167,483
+24%
增持
LLY
ELI LILLY & CO
+$10.7M
14,744
+120%
增持
XLK
SELECT SECTOR SPDR TR
+$10.7M
211,272
+202%
增持
GLD
SPDR GOLD TR
+$9.5M
66,232
+41%
增持
VOO
VANGUARD INDEX FDS
+$9.5M
414,081
+2%
增持
IEMG
ISHARES INC
+$8.8M
1,390,070
+8%
增持
BX
BLACKSTONE INC
+$8.7M
65,849
+678%
增持
AMZN
AMAZON COM INC
+$8.4M
166,935
+22%
建仓
GSK
GSK PLC
+$8.0M
161,662
增持
SCHG
SCHWAB STRATEGIC TR
+$7.9M
534,351
+78%
增持
IEFA
ISHARES TR
+$7.8M
546,724
+16%
增持
ABBV
ABBVIE INC
+$7.7M
63,218
+118%
增持
GOOGL
ALPHABET INC
+$7.4M
75,151
+13%
增持
MRK
MERCK & CO INC
+$7.2M
92,165
+198%
增持
CAT
CATERPILLAR INC
+$7.1M
22,475
+86%
增持
AXP
AMERICAN EXPRESS CO
+$6.9M
25,974
+217%
增持
META
META PLATFORMS INC
+$6.9M
19,540
+138%
增持
AMGN
AMGEN INC
+$6.8M
24,220
+500%
增持
QCOM
QUALCOMM INC
+$6.3M
52,032
+238%
增持
GILD
GILEAD SCIENCES INC
+$5.9M
51,045
+1515%
减持
MINT
PIMCO ETF TR
-$5.9M
31,832
-65%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$5.5M
1,055,148
+7%
增持
ORCL
ORACLE CORP
+$5.4M
34,615
+644%
增持
GSAT
GLOBALSTAR INC
+$5.4M
168,964
+25%
增持
IUSV
ISHARES TR
+$5.1M
61,602
+422%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$4.6M
87,139
+57%
减持
UUUU
ENERGY FUELS INC
-$4.3M
1,678,236
-10%
增持
RTX
RTX CORPORATION
+$4.1M
44,778
+81%
清仓
BLK
BLACKROCK INC
-$4.0M
0
-100%
增持
SLV
ISHARES SILVER TR
+$4.0M
75,492
+283%
减持
VUG
VANGUARD INDEX FDS
-$3.8M
38,624
-18%
增持
HEZU
ISHARES TR
+$3.8M
258,993
+44%
建仓
GBDC
GOLUB CAP BDC INC
+$3.7M
271,290
建仓
VOOG
VANGUARD ADMIRAL FDS INC
+$3.5M
7,884
增持
EEM
ISHARES TR
+$3.5M
115,549
+117%
增持
QQQ
INVESCO QQQ TR
+$3.4M
41,245
+13%
增持
GDX
VANECK ETF TRUST
+$3.3M
45,499
+468%
增持
PFE
PFIZER INC
+$3.2M
156,967
+445%
增持
TGT
TARGET CORP
+$3.0M
34,497
+713%
清仓
JEPQ
J P MORGAN EXCHANGE TRADED F
-$2.9M
0
-100%
增持
MO
ALTRIA GROUP INC
+$2.8M
53,167
+1054%
增持
AVGO
BROADCOM INC
+$2.7M
35,164
+23%
建仓
JIVE
J P MORGAN EXCHANGE TRADED F
+$2.7M
33,660
增持
BGC
BGC GROUP INC
+$2.6M
2,005,576
+24%
增持
XLV
SELECT SECTOR SPDR TR
+$2.6M
48,713
+36%
建仓
VIRT
VIRTU FINL INC
+$2.5M
74,707
清仓
KTOS
KRATOS DEFENSE & SEC SOLUTIO
-$2.5M
0
-100%
增持
—
ASML HOLDING N V
+$2.5M
2,695
+507%
减持
VTI
VANGUARD INDEX FDS
-$2.3M
168,543
-6%
增持
IXJ
ISHARES TR
+$2.3M
87,002
+26%
增持
IWR
ISHARES TR
+$2.3M
191,416
+14%
建仓
MSGS
MADISON SQUARE GRDN SPRT COR
+$2.3M
8,784
增持
ESGD
ISHARES TR
+$2.2M
92,276
+30%
增持
XBI
SPDR SERIES TRUST
+$2.1M
21,391
+353%
增持
DFAX
DIMENSIONAL ETF TRUST
+$2.1M
430,790
+13%
建仓
STZ
CONSTELLATION BRANDS INC
+$2.1M
15,217
增持
V
VISA INC
+$2.1M
32,387
+19%
增持
GGUS
GOLDMAN SACHS ETF TR
+$2.0M
36,141
+811%
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$2.0M
55,674
+188%
增持
—
GENIUS SPORTS LIMITED
+$2.0M
489,835
+77%
增持
UBER
UBER TECHNOLOGIES INC
+$2.0M
32,528
+355%
增持
WM
WASTE MGMT INC DEL
+$1.9M
17,656
+99%
建仓
WY
WEYERHAEUSER CO MTN BE
+$1.9M
78,875
建仓
LAZ
LAZARD INC
+$1.9M
38,220
增持
ZTS
ZOETIS INC
+$1.8M
16,687
+791%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$1.8M
42,881
+296%
建仓
TIP
ISHARES TR
+$1.8M
16,443
增持
MGK
VANGUARD WORLD FD
+$1.7M
9,705
+72%
增持
NFLX
NETFLIX INC
-$1.7M
74,090
+923%
增持
XLY
SELECT SECTOR SPDR TR
+$1.7M
53,499
+175%
增持
NKE
NIKE INC
+$1.7M
32,033
+543%
建仓
BOXX
EA SERIES TRUST
+$1.7M
14,650
增持
XLU
SELECT SECTOR SPDR TR
+$1.7M
211,651
+150%
增持
LRCX
LAM RESEARCH CORP
+$1.6M
19,329
+55%
增持
IBB
ISHARES TR
+$1.6M
11,334
+364%
减持
FISV
FISERV INC
-$1.6M
13,640
-29%
清仓
—
FLEX LTD
-$1.5M
0
-100%
清仓
LMNR
LIMONEIRA CO
-$1.5M
0
-100%
增持
RNG
RINGCENTRAL INC
+$1.5M
90,311
+125%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$1.4M
35,462
-42%
增持
FTEC
FIDELITY COVINGTON TRUST
+$1.4M
12,657
+97%
建仓
—
CHECK POINT SOFTWARE TECH LT
+$1.4M
7,561
增持
XLC
SELECT SECTOR SPDR TR
+$1.4M
184,052
+7%
减持
ITOT
ISHARES TR
-$1.4M
128,450
-9%
增持
SUSL
ISHARES TR
+$1.3M
72,632
+13%
增持
JNJ
JOHNSON & JOHNSON
+$1.3M
27,419
+15%
减持
XLF
SELECT SECTOR SPDR TR
-$1.3M
361,161
-8%
增持
EMB
ISHARES TR
+$1.2M
26,306
+93%
增持
SCHA
SCHWAB STRATEGIC TR
+$1.2M
75,157
+126%
建仓
ITA
ISHARES TR
+$1.2M
5,620
减持
IVV
ISHARES TR
+$1.2M
180,777
-1%
增持
MUB
ISHARES TR
+$1.1M
128,103
+9%
增持
TWLO
TWILIO INC
+$1.1M
12,489
+96%
建仓
ZBH
ZIMMER BIOMET HOLDINGS INC
+$1.1M
12,539
建仓
DJAN
FIRST TR EXCHNG TRADED FD VI
+$1.1M
25,800
减持
SHOP
SHOPIFY INC
-$1.1M
2,271
-77%
建仓
ALNY
ALNYLAM PHARMACEUTICALS INC
+$1.1M
2,800
增持
FNCL
FIDELITY COVINGTON TRUST
+$1.1M
38,378
+56%
建仓
JPIE
J P MORGAN EXCHANGE TRADED F
+$1.1M
23,595
增持
IWM
ISHARES TR
+$1.0M
46,299
+8%
建仓
FNDF
SCHWAB STRATEGIC TR
+$1.0M
22,657
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$1.0M
6,657
+14%
增持
IBDU
ISHARES TR
+$1.0M
513,648
+10%
增持
FDIS
FIDELITY COVINGTON TRUST
+$1.0M
13,430
+278%
建仓
KLAC
KLA CORP
+$967.6K
796
减持
SPTL
SPDR SERIES TRUST
-$954.3K
251,060
-11%
减持
IXUS
ISHARES TR
-$954.2K
42,840
-23%
增持
EFV
ISHARES TR
+$952.4K
238,239
+1%
减持
HYLB
DBX ETF TR
-$951.5K
360,556
-6%
建仓
VONG
VANGUARD SCOTTSDALE FDS
+$951.1K
7,812
增持
DBJP
DBX ETF TR
+$948.8K
42,230
+18%
增持
IBTJ
ISHARES TR
+$940.9K
348,128
+14%
建仓
TR
TOOTSIE ROLL INDS INC
+$935.4K
25,475
建仓
H
HYATT HOTELS CORP
+$934.5K
5,829
建仓
ILMN
ILLUMINA INC
+$934.2K
7,122
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$927.8K
226,749
-6%
建仓
VOD
VODAFONE GROUP PLC NEW
+$922.1K
68,396
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$918.4K
9,546
-28%
增持
VFH
VANGUARD WORLD FD
+$914.4K
65,790
+10%
建仓
AVAV
AEROVIRONMENT INC
+$907.1K
3,750
增持
TJX
TJX COS INC NEW
+$893.1K
11,528
+90%
增持
SCHY
SCHWAB STRATEGIC TR
+$892.4K
192,597
+11%
增持
BN
BROOKFIELD CORP
+$886.9K
24,466
+611%
建仓
DSI
ISHARES TR
+$876.8K
6,806
减持
C
CITIGROUP INC
-$875.6K
14,867
-42%
建仓
HLN
HALEON PLC
+$875.2K
86,571
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$854.2K
156,253
+2%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$850.9K
94,636
+18%
建仓
AIRR
FIRST TR EXCHANGE TRADED FD
+$849.1K
8,636
增持
NMRK
NEWMARK GROUP INC
+$845.3K
397,408
+23%
增持
CSCO
CISCO SYS INC
+$839.0K
48,701
+14%
建仓
—
PIPER SANDLER COMPANIES
+$837.0K
2,464
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$836.8K
59,377
+74%
增持
TLT
ISHARES TR
+$831.0K
12,930
+290%
增持
BBAX
J P MORGAN EXCHANGE TRADED F
+$823.1K
19,139
+324%
