Robertson Stephens Wealth Management, LLC
San Francisco CA · SEC CIK 0001767307
$35.69亿2026Q1 申报市值
615持仓数
38.8%前十大占比 · 第一大 10.6%
31 / 62新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VOO 加仓+$1.30亿
VEA 加仓+$3,245.40万
IEFA 加仓+$2,306.34万
SH 新建仓+$2,286.66万
EVOLUTION METALS 新建仓+$2,248.18万
2026Q1 卖出最多 按季末市值估算
BBUS 减仓-$6,278.89万
APP 减仓-$5,902.03万
GSUS 减仓-$3,808.10万
SCHG 减仓-$1,411.18万
UUUU 减仓-$1,342.54万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | TTEC HLDGS INC | $19.85万 | 0.01% | 79,391 | -22,404 | -22.0% | -$5.60万 | 减仓 |
| LSTR | LANDSTAR SYS INC | $20.01万 | 0.01% | 1,248 | 1,248 | — | $20.01万 | 新建仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $20.04万 | 0.01% | 12,062 | 37 | 0.3% | $615 | 加仓 |
| DG | DOLLAR GEN CORP | $20.10万 | 0.01% | 1,693 | -3,888 | -69.7% | -$46.16万 | 减仓 |
| SRE | SEMPRA | $20.18万 | 0.01% | 2,065 | 2,065 | — | $20.18万 | 新建仓 |
| GOLF | ACUSHNET HLDGS CORP | $20.20万 | 0.01% | 2,161 | 2,161 | — | $20.20万 | 新建仓 |
| RAAX | VANECK ETF TRUST | $20.21万 | 0.01% | 4,965 | -25,982 | -84.0% | -$105.77万 | 减仓 |
| PCAR | PACCAR INC | $20.39万 | 0.01% | 1,765 | 1,765 | — | $20.39万 | 新建仓 |
| NOW | SERVICENOW INC | $20.51万 | 0.01% | 1,962 | 1,962 | — | $20.51万 | 新建仓 |
| VXF | VANGUARD INDEX FDS | $20.63万 | 0.01% | 1,002 | -18 | -1.8% | -$3,706 | 减仓 |
| ITM | VANECK ETF TRUST | $20.69万 | 0.01% | 4,457 | 0 | 0.0% | — | 不变 |
| HEDG | SERIES PORTFOLIOS TR | $20.88万 | 0.01% | 7,205 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $20.98万 | 0.01% | 751 | -165 | -18.0% | -$4.61万 | 减仓 |
| TTC | TORO CO | $21.15万 | 0.01% | 2,254 | 2,254 | — | $21.15万 | 新建仓 |
| GDEC | FIRST TR EXCHNG TRADED FD VI | $21.40万 | 0.01% | 5,781 | 0 | 0.0% | — | 不变 |
| JKHY | HENRY JACK & ASSOC INC | $21.53万 | 0.01% | 1,362 | 22 | 1.6% | $3,477 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $21.62万 | 0.01% | 1,589 | 55 | 3.6% | $7,485 | 加仓 |
| HACK | AMPLIFY ETF TR | $21.69万 | 0.01% | 2,889 | -4 | -0.1% | -$300 | 减仓 |
| VLTO | VERALTO CORP | $21.75万 | 0.01% | 2,457 | -26 | -1.0% | -$2,302 | 减仓 |
| SYK | STRYKER CORPORATION | $21.79万 | 0.01% | 661 | 51 | 8.4% | $1.68万 | 加仓 |
| — | ARCOSA INC | $22.02万 | 0.01% | 2,075 | -579 | -21.8% | -$6.15万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $22.03万 | 0.01% | 2,585 | 2,585 | — | $22.03万 | 新建仓 |
| ARKK | ARK ETF TR | $22.30万 | 0.01% | 3,299 | 3,299 | — | $22.30万 | 新建仓 |
| GRAL | GRAIL INC | $22.35万 | 0.01% | 4,324 | -4 | -0.1% | -$207 | 减仓 |
| PRI | PRIMERICA INC | $22.52万 | 0.01% | 899 | -8 | -0.9% | -$2,004 | 减仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $22.59万 | 0.01% | 5,173 | 5,173 | — | $22.59万 | 新建仓 |
| SSD | SIMPSON MFG INC | $22.61万 | 0.01% | 1,317 | 7 | 0.5% | $1,202 | 加仓 |
| SCZ | ISHARES TR | $22.69万 | 0.01% | 2,894 | 1 | 0.0% | $78 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $23.11万 | 0.01% | 7,014 | 7,014 | — | $23.11万 | 新建仓 |
| EZU | ISHARES INC | $23.47万 | 0.01% | 3,747 | 1 | 0.0% | $63 | 加仓 |
| RBC | RBC BEARINGS INC | $23.63万 | 0.01% | 435 | 435 | — | $23.63万 | 新建仓 |
| EPR | EPR PPTYS | $23.63万 | 0.01% | 4,700 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP | $23.74万 | 0.01% | 3,730 | -115 | -3.0% | -$7,319 | 减仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $23.87万 | 0.01% | 4,900 | 0 | 0.0% | — | 不变 |
| SRPT | SAREPTA THERAPEUTICS INC | $23.99万 | 0.01% | 11,023 | -186 | -1.7% | -$4,047 | 减仓 |
| IIIN | INSTEEL INDS INC | $24.03万 | 0.01% | 7,150 | 0 | 0.0% | — | 不变 |
| IBDT | ISHARES TR | $24.10万 | 0.01% | 9,515 | 1 | 0.0% | $25 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $24.16万 | 0.01% | 2,617 | 82 | 3.2% | $7,571 | 加仓 |
| ICF | ISHARES TR | $24.23万 | 0.01% | 3,916 | 1 | 0.0% | $62 | 加仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $24.27万 | 0.01% | 4,036 | -25 | -0.6% | -$1,503 | 减仓 |
| GM | GENERAL MTRS CO | $24.62万 | 0.01% | 3,304 | 50 | 1.5% | $3,725 | 加仓 |
| SPYI | NEOS ETF TRUST | $24.68万 | 0.01% | 4,999 | 1,168 | 30.5% | $5.77万 | 加仓 |
| LQD | ISHARES TR | $24.85万 | 0.01% | 2,280 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $24.88万 | 0.01% | 12,890 | 2,851 | 28.4% | $5.50万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $25.06万 | 0.01% | 1,452 | 34 | 2.4% | $5,868 | 加仓 |
| SUB | ISHARES TR | $25.27万 | 0.01% | 2,373 | 0 | 0.0% | — | 不变 |
| TLH | ISHARES TR | $25.30万 | 0.01% | 2,512 | 451 | 21.9% | $4.54万 | 加仓 |
| GIS | GENERAL MILLS INC | $25.38万 | 0.01% | 6,819 | -60 | -0.9% | -$2,233 | 减仓 |
| EUSA | ISHARES INC | $25.38万 | 0.01% | 2,494 | 9 | 0.4% | $916 | 加仓 |
| GLW | CORNING INC | $25.46万 | 0.01% | 1,872 | 1,872 | — | $25.46万 | 新建仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $25.69万 | 0.01% | 2,349 | -9 | -0.4% | -$984 | 减仓 |
| COLB | COLUMBIA BKG SYS INC | $25.73万 | 0.01% | 9,382 | -8 | -0.1% | -$219 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $25.96万 | 0.01% | 6,757 | -1,867 | -21.6% | -$7.17万 | 减仓 |
| QSR | RESTAURANT BRANDS INTL INC | $26.02万 | 0.01% | 3,490 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP | $26.02万 | 0.01% | 2,193 | -64 | -2.8% | -$7,593 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $26.35万 | 0.01% | 1,298 | -23 | -1.7% | -$4,669 | 减仓 |
| BBH | VANECK ETF TRUST | $26.37万 | 0.01% | 1,402 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $26.49万 | 0.01% | 2,021 | 123 | 6.5% | $1.61万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $26.55万 | 0.01% | 914 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INC | $26.66万 | 0.01% | 1,824 | -227 | -11.1% | -$3.32万 | 减仓 |
| IBDV | ISHARES TR | $26.92万 | 0.01% | 12,300 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $27.10万 | 0.01% | 372 | -353 | -48.7% | -$25.72万 | 减仓 |
| FDX | FEDEX CORP | $27.36万 | 0.01% | 765 | 6 | 0.8% | $2,146 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $27.40万 | 0.01% | 2,936 | 108 | 3.8% | $1.01万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $27.66万 | 0.01% | 2,108 | -15 | -0.7% | -$1,968 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $27.72万 | 0.01% | 808 | -63 | -7.2% | -$2.16万 | 减仓 |
| FMAT | FIDELITY COVINGTON TRUST | $28.06万 | 0.01% | 4,868 | -80 | -1.6% | -$4,611 | 减仓 |
| ILF | ISHARES TR | $28.06万 | 0.01% | 7,900 | 0 | 0.0% | — | 不变 |
| — | LAZARD ACTIVE ETF TR | $28.12万 | 0.01% | 9,614 | 3,001 | 45.4% | $8.78万 | 加仓 |
| DDOG | DATADOG INC | $28.89万 | 0.01% | 2,447 | 118 | 5.1% | $1.39万 | 加仓 |
| HAS | HASBRO INC | $29.18万 | 0.01% | 3,118 | -300 | -8.8% | -$2.81万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $29.52万 | 0.01% | 2,254 | 126 | 5.9% | $1.65万 | 加仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $29.60万 | 0.01% | 12,100 | 0 | 0.0% | — | 不变 |
| IMCB | ISHARES TR | $29.70万 | 0.01% | 3,560 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $29.71万 | 0.01% | 5,276 | -49 | -0.9% | -$2,759 | 减仓 |
| INTU | INTUIT | $29.96万 | 0.01% | 693 | -133 | -16.1% | -$5.75万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $30.13万 | 0.01% | 654 | 53 | 8.8% | $2.44万 | 加仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $30.25万 | 0.01% | 43,529 | 1,888 | 4.5% | $1.31万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $30.36万 | 0.01% | 11,055 | 147 | 1.3% | $4,037 | 加仓 |
| BIL | SPDR SERIES TRUST | $30.42万 | 0.01% | 3,320 | -5,484 | -62.3% | -$50.25万 | 减仓 |
| HSY | HERSHEY CO | $30.64万 | 0.01% | 1,474 | 39 | 2.7% | $8,108 | 加仓 |
| MSCI | MSCI INC | $30.78万 | 0.01% | 571 | 3 | 0.5% | $1,617 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $30.85万 | 0.01% | 3,089 | 24 | 0.8% | $2,397 | 加仓 |
| HEWJ | ISHARES TR | $31.14万 | 0.01% | 5,533 | 1 | 0.0% | $56 | 加仓 |
| SHOP | SHOPIFY INC | $31.42万 | 0.01% | 2,649 | 378 | 16.6% | $4.48万 | 加仓 |
| SMR | NUSCALE PWR CORP | $31.44万 | 0.01% | 29,000 | 29,000 | — | $31.44万 | 新建仓 |
| BP | BP PLC | $31.50万 | 0.01% | 6,703 | 281 | 4.4% | $1.32万 | 加仓 |
| CG | CARLYLE GROUP INC | $31.92万 | 0.01% | 6,595 | 0 | 0.0% | — | 不变 |
| MANH | MANHATTAN ASSOCIATES INC | $32.22万 | 0.01% | 2,421 | 0 | 0.0% | — | 不变 |
| NUDM | NUSHARES ETF TR | $32.25万 | 0.01% | 8,931 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $32.29万 | 0.01% | 935 | 5 | 0.5% | $1,727 | 加仓 |
| BBT | BEACON FINANCIAL CORP. | $32.53万 | 0.01% | 10,843 | 0 | 0.0% | — | 不变 |
| HAE | HAEMONETICS CORP MASS | $32.68万 | 0.01% | 5,799 | 5,799 | — | $32.68万 | 新建仓 |
| VFMO | VANGUARD WELLINGTON FD | $32.73万 | 0.01% | 1,660 | 151 | 10.0% | $2.98万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $32.95万 | 0.01% | 1,408 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC | $33.07万 | 0.01% | 4,772 | 4,772 | — | $33.07万 | 新建仓 |
| CME | CME GROUP INC | $33.12万 | 0.01% | 1,121 | 15 | 1.4% | $4,432 | 加仓 |
| AMAT | APPLIED MATLS INC | $33.22万 | 0.01% | 972 | 972 | — | $33.22万 | 新建仓 |
| IDA | IDACORP INC | $33.36万 | 0.01% | 2,334 | 372 | 19.0% | $5.32万 | 加仓 |
| PGR | PROGRESSIVE CORP | $33.40万 | 0.01% | 1,685 | -98 | -5.5% | -$1.94万 | 减仓 |