Robertson Stephens Wealth Management, LLC
San Francisco CA · SEC CIK 0001767307
$40.60亿2026Q2 申报市值
645持仓数
39.5%前十大占比 · 第一大 11.3%
46 / 29新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
IWR 加仓+$2,758.18万
VOO 加仓+$2,258.23万
SGOV 加仓+$1,971.68万
VEA 加仓+$1,770.23万
RSP 加仓+$1,685.71万
2026Q2 卖出最多 按季末市值估算
VGK 减仓-$2,790.22万
SH 清仓-$2,286.66万
IEMG 减仓-$1,479.66万
IVV 减仓-$1,097.80万
AVGO 减仓-$821.12万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| VXF | VANGUARD INDEX FDS | $24.68万 | 0.01% | 1,002 | 0 | 0.0% | — | 不变 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $24.75万 | 0.01% | 4,900 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $25.06万 | 0.01% | 2,298 | 18 | 0.8% | $1,963 | 加仓 |
| BP | BP PLC | $25.20万 | 0.01% | 6,821 | 118 | 1.8% | $4,360 | 加仓 |
| SUB | ISHARES TR | $25.27万 | 0.01% | 2,373 | 0 | 0.0% | — | 不变 |
| RBC | RBC BEARINGS INC | $25.31万 | 0.01% | 393 | -42 | -9.7% | -$2.71万 | 减仓 |
| QSR | RESTAURANT BRANDS INTL INC | $25.53万 | 0.01% | 3,490 | 0 | 0.0% | — | 不变 |
| PRI | PRIMERICA INC | $25.56万 | 0.01% | 899 | 0 | 0.0% | — | 不变 |
| ACWX | ISHARES TR | $25.60万 | 0.01% | 3,364 | 3,364 | — | $25.60万 | 新建仓 |
| GOLF | ACUSHNET HLDGS CORP | $25.61万 | 0.01% | 2,161 | 0 | 0.0% | — | 不变 |
| LSTR | LANDSTAR SYS INC | $25.69万 | 0.01% | 1,242 | -6 | -0.5% | -$1,241 | 减仓 |
| HAS | HASBRO INC | $25.75万 | 0.01% | 3,118 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD CHARLOTTE FDS | $25.76万 | 0.01% | 5,318 | -3,643 | -40.7% | -$17.64万 | 减仓 |
| HSY | HERSHEY CO | $25.79万 | 0.01% | 1,470 | -4 | -0.3% | -$702 | 减仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $25.97万 | 0.01% | 4,026 | 4,026 | — | $25.97万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $26.02万 | 0.01% | 603 | 603 | — | $26.02万 | 新建仓 |
| NUDM | NUSHARES ETF TR | $26.07万 | 0.01% | 6,514 | -2,417 | -27.1% | -$9.67万 | 减仓 |
| EQT | EQT CORP | $26.10万 | 0.01% | 4,908 | 1,178 | 31.6% | $6.26万 | 加仓 |
| EZU | ISHARES INC | $26.35万 | 0.01% | 3,791 | 44 | 1.2% | $3,058 | 加仓 |
| ICF | ISHARES TR | $26.48万 | 0.01% | 3,916 | 0 | 0.0% | — | 不变 |
| ARKK | ARK ETF TR | $26.65万 | 0.01% | 3,297 | -2 | -0.1% | -$162 | 减仓 |
| ILF | ISHARES TR | $26.66万 | 0.01% | 7,900 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES TR | $26.69万 | 0.01% | 3,089 | -9,841 | -76.1% | -$85.04万 | 重新持有 |
| T | AT&T INC | $26.70万 | 0.01% | 12,900 | -4,077 | -24.0% | -$8.44万 | 减仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $26.78万 | 0.01% | 684 | 684 | — | $26.78万 | 新建仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $26.86万 | 0.01% | 916 | 2 | 0.2% | $586 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $26.88万 | 0.01% | 925 | -10 | -1.1% | -$2,906 | 减仓 |
| SSD | SIMPSON MFG INC | $27.33万 | 0.01% | 1,305 | -12 | -0.9% | -$2,513 | 减仓 |
| EPR | EPR PPTYS | $27.41万 | 0.01% | 4,700 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $27.48万 | 0.01% | 8,256 | 1,499 | 22.2% | $4.99万 | 加仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $27.66万 | 0.01% | 4,036 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL INC | $27.74万 | 0.01% | 1,239 | -2,052 | -62.4% | -$45.94万 | 减仓 |
| IBDV | ISHARES TR | $28.02万 | 0.01% | 12,853 | 553 | 4.5% | $1.21万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $28.03万 | 0.01% | 1,268 | 1,268 | — | $28.03万 | 新建仓 |
| NRG | NRG ENERGY INC | $28.23万 | 0.01% | 1,933 | 109 | 6.0% | $1.59万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $28.38万 | 0.01% | 801 | -7 | -0.9% | -$2,480 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $28.38万 | 0.01% | 2,929 | -7 | -0.2% | -$678 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC | $28.41万 | 0.01% | 2,089 | -490 | -19.0% | -$6.66万 | 重新持有 |
| FMAT | FIDELITY COVINGTON TRUST | $28.48万 | 0.01% | 4,868 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $28.52万 | 0.01% | 2,253 | -1 | -0.0% | -$127 | 减仓 |
| — | LAZARD ACTIVE ETF TR | $28.77万 | 0.01% | 8,470 | -1,144 | -11.9% | -$3.89万 | 减仓 |
| BBT | BEACON FINANCIAL CORP. | $28.81万 | 0.01% | 9,460 | -1,383 | -12.8% | -$4.21万 | 减仓 |
| IDA | IDACORP INC | $28.95万 | 0.01% | 1,913 | -421 | -18.0% | -$6.37万 | 减仓 |
| ET | ENERGY TRANSFER L P | $29.01万 | 0.01% | 15,171 | 2,281 | 17.7% | $4.36万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $29.01万 | 0.01% | 730 | 76 | 11.6% | $3.02万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $29.08万 | 0.01% | 10,907 | -148 | -1.3% | -$3,946 | 减仓 |
| BUG | GLOBAL X FDS | $29.09万 | 0.01% | 7,618 | -797 | -9.5% | -$3.04万 | 重新持有 |
| FCX | FREEPORT MCMORAN INC | $29.47万 | 0.01% | 4,686 | 4,686 | — | $29.47万 | 新建仓 |
| GRAL | GRAIL INC | $29.49万 | 0.01% | 4,320 | -4 | -0.1% | -$273 | 减仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $29.62万 | 0.01% | 12,100 | 0 | 0.0% | — | 不变 |
| COLB | COLUMBIA BKG SYS INC | $29.78万 | 0.01% | 9,293 | -89 | -0.9% | -$2,852 | 减仓 |
| HACK | AMPLIFY ETF TR | $29.91万 | 0.01% | 2,851 | -38 | -1.3% | -$3,987 | 减仓 |
| — | ARCOSA INC | $30.15万 | 0.01% | 2,075 | 0 | 0.0% | — | 不变 |
| BNY | BANK OF NY MELLON CORP | $30.50万 | 0.01% | 2,109 | -84 | -3.8% | -$1.21万 | 减仓 |
| BIL | SPDR SERIES TRUST | $30.50万 | 0.01% | 3,328 | 8 | 0.2% | $733 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $30.53万 | 0.01% | 7,070 | -472 | -6.3% | -$2.04万 | 减仓 |
| PDD | PDD HOLDINGS INC | $30.55万 | 0.01% | 4,005 | 0 | 0.0% | — | 不变 |
| IBHF | ISHARES TR | $30.58万 | 0.01% | 13,501 | -8,128 | -37.6% | -$18.41万 | 减仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $30.59万 | 0.01% | 2,000 | 2,000 | — | $30.59万 | 新建仓 |
| MSCI | MSCI INC | $31.20万 | 0.01% | 557 | -14 | -2.5% | -$7,841 | 减仓 |
| FXI | ISHARES TR | $31.24万 | 0.01% | 9,889 | -218,922 | -95.7% | -$691.57万 | 减仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $31.60万 | 0.01% | 2,349 | 0 | 0.0% | — | 不变 |
| AVDV | AMERICAN CENTY ETF TR | $31.69万 | 0.01% | 3,076 | -13 | -0.4% | -$1,339 | 减仓 |
| SHOP | SHOPIFY INC | $32.03万 | 0.01% | 2,805 | 156 | 5.9% | $1.78万 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $32.07万 | 0.01% | 1,463 | 1,463 | — | $32.07万 | 新建仓 |
| IFRA | ISHARES TR | $32.18万 | 0.01% | 5,105 | -800 | -13.5% | -$5.04万 | 减仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $32.38万 | 0.01% | 42,157 | -1,372 | -3.2% | -$1.05万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $32.48万 | 0.01% | 6,161 | -853 | -12.2% | -$4.50万 | 减仓 |
| GDXJ | VANECK ETF TRUST | $32.71万 | 0.01% | 3,329 | -262 | -7.3% | -$2.57万 | 减仓 |
| VLO | VALERO ENERGY CORP | $33.34万 | 0.01% | 1,280 | 1,280 | — | $33.34万 | 新建仓 |
| OKE | ONEOK INC NEW | $33.44万 | 0.01% | 3,846 | -1,002 | -20.7% | -$8.71万 | 减仓 |
| MANH | MANHATTAN ASSOCIATES INC | $33.57万 | 0.01% | 2,411 | -10 | -0.4% | -$1,393 | 减仓 |
| TER | TERADYNE INC | $33.92万 | 0.01% | 701 | 701 | — | $33.92万 | 新建仓 |
| SMR | NUSCALE PWR CORP | $34.10万 | 0.01% | 34,000 | 5,000 | 17.2% | $5.01万 | 加仓 |
| HDEF | DBX ETF TR | $34.25万 | 0.01% | 10,655 | 0 | 0.0% | — | 不变 |
| EWA | ISHARES INC | $34.25万 | 0.01% | 12,163 | 0 | 0.0% | — | 不变 |
| FNF | FIDELITY NATL FINL INC | $34.33万 | 0.01% | 7,279 | 1 | 0.0% | $47 | 加仓 |
| IMCB | ISHARES TR | $34.38万 | 0.01% | 3,560 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $34.48万 | 0.01% | 1,096 | -71 | -6.1% | -$2.23万 | 减仓 |
| XE | X-ENERGY INC | $34.88万 | 0.01% | 19,000 | 19,000 | — | $34.88万 | 新建仓 |
| XYZ | BLOCK INC | $35.00万 | 0.01% | 4,605 | -1,136 | -19.8% | -$8.63万 | 减仓 |
| — | CUE BIOPHARMA INC | $35.14万 | 0.01% | 11,133 | 11,133 | — | $35.14万 | 新建仓 |
| NOW | SERVICENOW INC | $35.69万 | 0.01% | 3,595 | 1,633 | 83.2% | $16.21万 | 加仓 |
| CTMX | CYTOMX THERAPEUTICS INC. | $36.00万 | 0.01% | 96,000 | 96,000 | — | $36.00万 | 新建仓 |
| MRSH | MARSH & MCLENNAN COS INC | $36.30万 | 0.01% | 2,178 | 159 | 7.9% | $2.65万 | 加仓 |
| FAST | FASTENAL CO | $36.60万 | 0.01% | 7,621 | -141 | -1.8% | -$6,772 | 减仓 |
| PGR | PROGRESSIVE CORP | $36.61万 | 0.01% | 1,676 | -9 | -0.5% | -$1,966 | 减仓 |
| EWH | ISHARES INC | $37.04万 | 0.01% | 17,704 | -4,772 | -21.2% | -$9.98万 | 减仓 |
| CMF | ISHARES TR | $37.20万 | 0.01% | 6,454 | 300 | 4.9% | $1.73万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $37.27万 | 0.01% | 1,408 | 0 | 0.0% | — | 不变 |
| XLRE | SELECT SECTOR SPDR TR | $37.70万 | 0.01% | 8,561 | 2 | 0.0% | $88 | 加仓 |
| DE | DEERE & CO | $38.10万 | 0.01% | 599 | -15 | -2.4% | -$9,541 | 减仓 |
| EPOL | ISHARES TR | $38.18万 | 0.01% | 9,889 | -192,378 | -95.1% | -$742.77万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $38.57万 | 0.01% | 1,418 | -101 | -6.6% | -$2.75万 | 减仓 |
| XYL | XYLEM INC | $38.93万 | 0.01% | 3,293 | 123 | 3.9% | $1.45万 | 加仓 |
| FLTR | VANECK ETF TRUST | $39.00万 | 0.01% | 15,227 | -964 | -6.0% | -$2.47万 | 减仓 |
| IT | GARTNER INC | $39.00万 | 0.01% | 3,009 | 7 | 0.2% | $907 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $39.16万 | 0.01% | 5,339 | 63 | 1.2% | $4,621 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $39.19万 | 0.01% | 21,920 | -2,653 | -10.8% | -$4.74万 | 减仓 |
| — | ABERDEEN INDIA FD INC | $39.36万 | 0.01% | 33,500 | -14,000 | -29.5% | -$16.45万 | 减仓 |