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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 11
增持 61
减持 69
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$294.8M
71,897
-86%
减持
APP
APPLOVIN CORP
-$166.9M
242,697
-38%
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$154.3M
717,344
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
+$118.2M
632,460
+53%
减持
BBUS
J P MORGAN EXCHANGE TRADED F
-$67.6M
255,650
-68%
建仓
VGK
VANGUARD INTL EQUITY INDEX F
+$41.5M
503,948
减持
GSUS
GOLDMAN SACHS ETF TR
-$40.4M
53,748
-89%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$35.9M
2,669,304
+23%
增持
IEMG
ISHARES INC
+$24.1M
1,685,804
+21%
增持
IEFA
ISHARES TR
+$23.6M
801,484
+47%
建仓
SH
PROSHARES TR
+$22.9M
602,863
建仓
EMAT
EVOLUTION METALS & TECH CORP
+$22.5M
2,962,026
减持
MSFT
MICROSOFT CORP
-$22.0M
159,449
-5%
减持
SCHG
SCHWAB STRATEGIC TR
-$16.0M
49,906
-91%
减持
AAPL
APPLE INC
-$15.4M
485,483
-5%
减持
GSIE
GOLDMAN SACHS ETF TR
-$13.3M
76,194
-80%
增持
IWR
ISHARES TR
+$12.3M
315,590
+65%
减持
XLC
SELECT SECTOR SPDR TR
-$12.0M
86,861
-53%
减持
VTI
VANGUARD INDEX FDS
-$11.3M
141,067
-16%
增持
AVEM
AMERICAN CENTY ETF TR
+$10.5M
354,608
+51%
增持
STNC
HENNESSY FDS TR
+$9.3M
462,380
+140%
减持
JPM
JPMORGAN CHASE & CO
-$9.2M
76,645
-22%
减持
XLF
SELECT SECTOR SPDR TR
-$8.6M
227,071
-37%
增持
AGG
ISHARES TR
+$8.6M
662,299
+16%
增持
BAC
BANK AMERICA CORP
+$8.4M
226,007
+372%
减持
IVV
ISHARES TR
-$7.9M
177,504
-2%
减持
VUG
VANGUARD INDEX FDS
-$7.6M
25,691
-33%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$7.5M
102,067
-55%
减持
UUUU
ENERGY FUELS INC
-$7.2M
942,600
-44%
减持
ITOT
ISHARES TR
-$6.9M
85,631
-33%
增持
EPOL
ISHARES TR
+$6.8M
202,267
+1060%
减持
XLK
SELECT SECTOR SPDR TR
-$6.6M
179,014
-15%
增持
IJR
ISHARES TR
+$6.3M
136,932
+54%
减持
HYLB
DBX ETF TR
-$5.4M
216,597
-40%
建仓
XES
SPDR SERIES TRUST
+$5.3M
45,922
建仓
FEGE
RBB FUND TRUST
+$5.3M
111,951
减持
XLU
SELECT SECTOR SPDR TR
-$4.9M
90,876
-57%
增持
XLE
SELECT SECTOR SPDR TR
+$4.7M
120,476
+98%
减持
BGC
BGC GROUP INC
-$4.5M
1,376,167
-31%
减持
SPTL
SPDR SERIES TRUST
-$4.4M
85,632
-66%
减持
IWF
ISHARES TR
-$4.2M
79,305
-1%
增持
FXI
ISHARES TR
+$3.9M
228,811
+105%
减持
AMZN
AMAZON COM INC
-$3.8M
166,881
-0%
增持
NVDA
NVIDIA CORPORATION
-$3.7M
330,497
+0%
增持
GLD
SPDR GOLD TR
+$3.6M
69,304
+5%
清仓
VOOG
VANGUARD ADMIRAL FDS INC
-$3.5M
0
-100%
增持
PWZ
INVESCO EXCH TRADED FD TR II
+$3.5M
198,865
+280%
减持
SII
SPROTT INC
-$3.4M
46,469
-55%
增持
SCHD
SCHWAB STRATEGIC TR
+$3.3M
253,299
+54%
增持
CAT
CATERPILLAR INC
+$3.2M
22,728
+1%
增持
—
GENIUS SPORTS LIMITED
-$3.2M
494,185
+1%
增持
GOOG
ALPHABET INC
-$3.1M
137,632
+1%
减持
FBND
FIDELITY MERRIMACK STR TR
-$3.1M
33,071
-67%
减持
CIBR
FIRST TR EXCHANGE-TRADED FD
-$3.1M
36,776
-51%
增持
MINT
PIMCO ETF TR
+$3.0M
62,172
+95%
增持
—
EXXON MOBIL CORP
+$3.0M
43,037
+19%
减持
NMRK
NEWMARK GROUP INC
-$2.9M
264,669
-33%
建仓
PDBC
INVESCO ACTVELY MNGD ETC FD
+$2.9M
168,468
减持
GOOGL
ALPHABET INC
-$2.8M
72,022
-4%
增持
IWM
ISHARES TR
+$2.7M
56,679
+22%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$2.7M
1,099,963
+4%
减持
MGK
VANGUARD WORLD FD
-$2.6M
3,751
-61%
减持
GOVT
ISHARES TR
-$2.5M
311,625
-26%
增持
MUB
ISHARES TR
+$2.5M
152,802
+19%
减持
META
META PLATFORMS INC
-$2.5M
18,204
-7%
增持
AXON
AXON ENTERPRISE INC
-$2.5M
20,698
+4%
减持
BINC
BLACKROCK ETF TRUST II
-$2.4M
25,275
-64%
增持
OBDC
BLUE OWL CAPITAL CORPORATION
+$2.4M
241,300
+830%
减持
COST
COSTCO WHOLESALE CORPORATION
+$2.4M
18,603
-0%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$2.4M
26,246
-57%
减持
LLY
ELI LILLY & CO
-$2.3M
14,683
-0%
增持
XLI
SELECT SECTOR SPDR TR
+$2.3M
142,489
+7%
清仓
GGUS
GOLDMAN SACHS ETF TR
-$2.3M
0
-100%
增持
VXUS
VANGUARD STAR FDS
+$2.2M
77,400
+56%
减持
QCOM
QUALCOMM INC
-$2.2M
52,007
-0%
减持
PANW
PALO ALTO NETWORKS INC
-$2.2M
6,398
-63%
清仓
VCLT
VANGUARD SCOTTSDALE FDS
-$2.1M
0
-100%
增持
GBIL
GOLDMAN SACHS ETF TR
+$2.1M
157,901
+16%
减持
VGT
VANGUARD WORLD FD
-$2.1M
34,059
-1%
减持
V
VISA INC
-$2.1M
30,690
-5%
增持
BX
BLACKSTONE INC
-$2.0M
70,461
+7%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$2.0M
103,305
+19%
减持
IEF
ISHARES TR
-$1.9M
10,461
-66%
增持
JIVE
J P MORGAN EXCHANGE TRADED F
+$1.9M
53,949
+60%
减持
BFST
BUSINESS FIRST BANCSHARES IN
-$1.8M
25,486
-73%
清仓
MDB
MONGODB INC
-$1.7M
0
-100%
增持
AXP
AMERICAN EXPRESS CO
-$1.7M
26,224
+1%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$1.7M
181,065
+62%
减持
IEI
ISHARES TR
-$1.6M
42,345
-23%
增持
DMXF
ISHARES TR
+$1.4M
33,138
+136%
增持
IWB
ISHARES TR
-$1.4M
85,158
+0%
增持
HD
HOME DEPOT INC
+$1.4M
27,186
+24%
减持
MRK
MERCK & CO INC
+$1.4M
92,163
-0%
增持
ICSH
ISHARES TR
+$1.3M
30,746
+560%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$1.2M
116,766
-11%
建仓
LMNR
LIMONEIRA CO
+$1.2M
88,205
减持
EWG
ISHARES INC
-$1.2M
23,776
-52%
减持
FLTR
VANECK ETF TRUST
-$1.2M
16,191
-74%
增持
GSK
GSK PLC
+$1.1M
164,166
+2%
减持
SPGI
S&P GLOBAL INC
-$1.1M
5,439
-18%
清仓
TLT
ISHARES TR
-$1.1M
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.1M
25,390
-4%
增持
COF
CAPITAL ONE FINL CORP
-$1.1M
18,702
+0%
减持
SHY
ISHARES TR
-$1.1M
7,734
-63%
建仓
GE
GE AEROSPACE
+$1.1M
3,846
减持
NG
NOVAGOLD RESOURCES INC
-$1.1M
166,387
-40%
增持
GILD
GILEAD SCIENCES INC
+$1.1M
52,618
+3%
增持
IBDU
ISHARES TR
+$1.1M
562,146
+9%
增持
VBK
VANGUARD INDEX FDS
+$1.0M
34,088
+11%
减持
JAAA
JANUS DETROIT STR TR
-$1.0M
9,410
-68%
减持
TWLO
TWILIO INC
-$1.0M
6,133
-51%
增持
QQQ
INVESCO QQQ TR
-$989.2K
42,186
+2%
减持
MOAT
VANECK ETF TRUST
-$953.0K
123,900
-1%
清仓
VONG
VANGUARD SCOTTSDALE FDS
-$951.1K
0
-100%
增持
ORCL
ORACLE CORP
-$943.7K
39,448
+14%
增持
VIRT
VIRTU FINL INC
+$939.9K
77,972
+4%
清仓
VOD
VODAFONE GROUP PLC NEW
-$922.1K
0
-100%
减持
VFH
VANGUARD WORLD FD
-$918.2K
65,095
-1%
增持
VO
VANGUARD INDEX FDS
+$914.8K
13,596
+32%
减持
IUSV
ISHARES TR
-$913.1K
52,847
-14%
减持
PFFD
GLOBAL X FDS
-$912.6K
152,418
-22%
增持
VOT
VANGUARD INDEX FDS
-$911.4K
46,951
+1%
减持
SGOV
ISHARES TR
-$908.5K
90,360
-9%
减持
OEF
ISHARES TR
-$906.9K
23,409
-4%
增持
DYNF
BLACKROCK ETF TRUST
+$899.1K
29,562
+119%
增持
AVGO
BROADCOM INC
+$881.2K
42,169
+20%
减持
RAAX
VANECK ETF TRUST
-$878.9K
4,965
-84%
减持
DHR
DANAHER CORP DEL
-$878.3K
14,069
-9%
清仓
DSI
ISHARES TR
-$876.8K
0
-100%
增持
PAVE
GLOBAL X FDS
+$859.9K
261,279
+1%
建仓
IBHI
ISHARES TR
+$850.1K
36,513
减持
WMT
WALMART INC
-$847.9K
58,275
-20%
减持
PFF
ISHARES TR
-$846.5K
426,435
-4%
清仓
—
PIPER SANDLER COMPANIES
-$837.0K
0
-100%
减持
IBHH
ISHARES TR
-$760.4K
123,680
-20%
减持
TGT
TARGET CORP
+$747.0K
33,986
-1%
减持
WFC
WELLS FARGO & CO
-$734.2K
41,203
-4%
增持
ESML
ISHARES TR
+$733.6K
36,347
+71%
增持
AMGN
AMGEN INC
+$717.9K
24,572
+1%
增持
EAGG
ISHARES TR
+$713.4K
134,911
+13%
建仓
PIPR
PIPER SANDLER COMPANIES
+$704.3K
9,200
增持
EMXF
ISHARES TR
+$689.0K
30,773
+83%
增持
CEF
SPROTT ASSET MANAGEMENT LP
+$681.4K
110,416
+10%
减持
CVX
CHEVRON CORPORATION
+$676.1K
20,617
-12%
增持
ABT
ABBOTT LABORATORIES
-$656.4K
31,163
+1%
减持
DFAC
DIMENSIONAL ETF TRUST
-$642.5K
721,760
-0%
增持
QUAL
ISHARES TR
+$638.8K
13,186
+39%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$627.4K
152,692
-2%
增持
TROW
PRICE T ROWE GROUP INC
-$610.5K
50,611
+0%
增持
TSLA
TESLA INC
-$600.5K
13,810
+8%
