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 |
|---|---|---|---|---|---|---|---|---|
| VLUE | ISHARES TR | $33.43万 | 0.01% | 2,351 | 0 | 0.0% | — | 不变 |
| AIQ | GLOBAL X FDS | $33.48万 | 0.01% | 7,174 | -1,094 | -13.2% | -$5.11万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $33.49万 | 0.01% | 1,167 | -2 | -0.2% | -$574 | 减仓 |
| FNF | FIDELITY NATL FINL INC | $33.76万 | 0.01% | 7,278 | -30 | -0.4% | -$1,391 | 减仓 |
| EWA | ISHARES INC | $33.76万 | 0.01% | 12,163 | 245 | 2.1% | $6,801 | 加仓 |
| IFRA | ISHARES TR | $33.77万 | 0.01% | 5,905 | -3,999 | -40.4% | -$22.87万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $34.11万 | 0.01% | 7,542 | -1,246 | -14.2% | -$5.64万 | 减仓 |
| HDEF | DBX ETF TR | $34.53万 | 0.01% | 10,655 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC | $34.55万 | 0.01% | 5,741 | -348 | -5.7% | -$2.09万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $34.58万 | 0.01% | 1,662 | 1,662 | — | $34.58万 | 新建仓 |
| DE | DEERE & CO | $34.69万 | 0.01% | 614 | -15 | -2.4% | -$8,474 | 减仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $34.73万 | 0.01% | 21,140 | 40 | 0.2% | $657 | 加仓 |
| CRWV | COREWEAVE INC | $34.75万 | 0.01% | 4,485 | 1,360 | 43.5% | $10.54万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $34.95万 | 0.01% | 8,559 | -57 | -0.7% | -$2,327 | 减仓 |
| CMF | ISHARES TR | $34.99万 | 0.01% | 6,154 | 6,154 | — | $34.99万 | 新建仓 |
| MRSH | MARSH & MCLENNAN COS INC | $35.02万 | 0.01% | 2,019 | 28 | 1.4% | $4,857 | 加仓 |
| WELL | WELLTOWER INC | $35.20万 | 0.01% | 1,781 | -78 | -4.2% | -$1.54万 | 减仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $35.24万 | 0.01% | 2,775 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC | $35.24万 | 0.01% | 599 | 9 | 1.5% | $5,295 | 加仓 |
| CVS | CVS HEALTH CORP | $35.79万 | 0.01% | 4,984 | -121 | -2.4% | -$8,690 | 减仓 |
| IWC | ISHARES TR | $35.99万 | 0.01% | 2,255 | 64 | 2.9% | $1.02万 | 加仓 |
| FAST | FASTENAL CO | $36.02万 | 0.01% | 7,762 | 287 | 3.8% | $1.33万 | 加仓 |
| IWN | ISHARES TR | $36.25万 | 0.01% | 1,912 | 2 | 0.1% | $379 | 加仓 |
| ICVT | ISHARES TR | $36.26万 | 0.01% | 3,562 | -34 | -0.9% | -$3,461 | 减仓 |
| CMI | CUMMINS INC | $36.87万 | 0.01% | 685 | -19 | -2.7% | -$1.02万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $37.33万 | 0.01% | 3,727 | 0 | 0.0% | — | 不变 |
| OMF | ONEMAIN HLDGS INC | $37.44万 | 0.01% | 7,000 | -1,057 | -13.1% | -$5.65万 | 重新持有 |
| APO | APOLLO GLOBAL MGMT INC | $37.65万 | 0.01% | 3,379 | 26 | 0.8% | $2,897 | 加仓 |
| XYL | XYLEM INC | $37.88万 | 0.01% | 3,170 | 208 | 7.0% | $2.49万 | 加仓 |
| SKYD | PARAMOUNT SKYDANCE CORP | $38.11万 | 0.01% | 42,015 | 11,750 | 38.8% | $10.66万 | 加仓 |
| OWL | BLUE OWL CAPITAL INC | $38.28万 | 0.01% | 41,926 | 3,990 | 10.5% | $3.64万 | 加仓 |
| IWV | ISHARES TR | $38.63万 | 0.01% | 1,042 | -107 | -9.3% | -$3.97万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $39.79万 | 0.01% | 1,519 | -897 | -37.1% | -$23.49万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $40.64万 | 0.01% | 1,041 | 0 | 0.0% | — | 不变 |
| PDD | PDD HOLDINGS INC | $40.92万 | 0.01% | 4,005 | 5 | 0.1% | $511 | 加仓 |
| FREL | FIDELITY COVINGTON TRUST | $40.94万 | 0.01% | 15,212 | -1,818 | -10.7% | -$4.89万 | 减仓 |
| FLTR | VANECK ETF TRUST | $41.25万 | 0.01% | 16,191 | -45,357 | -73.7% | -$115.57万 | 减仓 |
| WSC | WILLSCOT HLDGS CORP | $41.58万 | 0.01% | 23,953 | -100 | -0.4% | -$1,736 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $41.72万 | 0.01% | 2,852 | 449 | 18.7% | $6.57万 | 加仓 |
| IYW | ISHARES TR | $42.61万 | 0.01% | 2,349 | -386 | -14.1% | -$7.00万 | 减仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $42.62万 | 0.01% | 9,119 | 0 | 0.0% | — | 不变 |
| GJUN | FIRST TR EXCHNG TRADED FD VI | $42.89万 | 0.01% | 10,880 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $43.03万 | 0.01% | 1,199 | -3 | -0.2% | -$1,077 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $43.06万 | 0.01% | 8,961 | -883 | -9.0% | -$4.24万 | 减仓 |
| GDXJ | VANECK ETF TRUST | $43.11万 | 0.01% | 3,591 | 150 | 4.4% | $1.80万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $43.62万 | 0.01% | 24,573 | -30,602 | -55.5% | -$54.32万 | 减仓 |
| OKE | ONEOK INC NEW | $43.82万 | 0.01% | 4,848 | 11 | 0.2% | $994 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $43.84万 | 0.01% | 1,503 | 28 | 1.9% | $8,167 | 加仓 |
| TCHP | T ROWE PRICE ETF INC | $43.93万 | 0.01% | 9,943 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $44.12万 | 0.01% | 10,134 | 3,338 | 49.1% | $14.53万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $44.28万 | 0.01% | 2,161 | 8 | 0.4% | $1,639 | 加仓 |
| TXN | TEXAS INSTRS INC | $44.57万 | 0.01% | 2,296 | 9 | 0.4% | $1,747 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $44.81万 | 0.01% | 2,402 | 31 | 1.3% | $5,783 | 加仓 |
| FTNT | FORTINET INC | $45.08万 | 0.01% | 5,517 | 122 | 2.3% | $9,970 | 加仓 |
| FSTA | FIDELITY COVINGTON TRUST | $45.19万 | 0.01% | 8,635 | 0 | 0.0% | — | 不变 |
| VSGX | VANGUARD WORLD FD | $45.30万 | 0.01% | 6,315 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $45.65万 | 0.01% | 2,988 | 2,988 | — | $45.65万 | 新建仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $45.81万 | 0.01% | 741 | 0 | 0.0% | — | 不变 |
| GCAL | GOLDMAN SACHS ETF TR | $46.26万 | 0.01% | 9,132 | 0 | 0.0% | — | 不变 |
| ARM | ARM HOLDINGS PLC | $46.29万 | 0.01% | 3,060 | -6,115 | -66.6% | -$92.51万 | 减仓 |
| IT | GARTNER INC | $47.53万 | 0.01% | 3,002 | 372 | 14.1% | $5.89万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $47.59万 | 0.01% | 9,410 | -20,213 | -68.2% | -$102.22万 | 减仓 |
| IBTG | ISHARES TR | $48.12万 | 0.01% | 21,000 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $48.25万 | 0.01% | 4,168 | 19 | 0.5% | $2,200 | 加仓 |
| IJK | ISHARES TR | $48.57万 | 0.01% | 4,827 | 1 | 0.0% | $101 | 加仓 |
| GREK | GLOBAL X FDS | $49.04万 | 0.01% | 7,678 | -5,948 | -43.7% | -$37.99万 | 减仓 |
| T | AT&T INC | $49.22万 | 0.01% | 16,977 | -457 | -2.6% | -$1.32万 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $49.39万 | 0.01% | 2,603 | -225 | -8.0% | -$4.27万 | 减仓 |
| IBHF | ISHARES TR | $49.64万 | 0.01% | 21,629 | -1,861 | -7.9% | -$4.27万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $49.76万 | 0.01% | 23,100 | 23,100 | — | $49.76万 | 新建仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $50.15万 | 0.01% | 4,272 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $50.42万 | 0.01% | 43,688 | 1,005 | 2.4% | $1.16万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $50.50万 | 0.01% | 5,693 | -410 | -6.7% | -$3.64万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $50.83万 | 0.01% | 6,348 | -97 | -1.5% | -$7,768 | 减仓 |
| SO | SOUTHERN CO | $50.97万 | 0.01% | 5,281 | 114 | 2.2% | $1.10万 | 加仓 |
| AZO | AUTOZONE INC | $51.34万 | 0.01% | 152 | -46 | -23.2% | -$15.54万 | 减仓 |
| SHEL | SHELL PLC | $51.58万 | 0.01% | 5,546 | 328 | 6.3% | $3.05万 | 加仓 |
| EWH | ISHARES INC | $51.90万 | 0.01% | 22,476 | 22,476 | — | $51.90万 | 新建仓 |
| DBEU | DBX ETF TR | $51.91万 | 0.01% | 10,655 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $52.63万 | 0.01% | 1,263 | -20 | -1.6% | -$8,335 | 减仓 |
| USHY | ISHARES TR | $52.73万 | 0.01% | 14,313 | -1,410 | -9.0% | -$5.19万 | 减仓 |
| PSX | PHILLIPS 66 | $52.80万 | 0.01% | 2,898 | -137 | -4.5% | -$2.50万 | 减仓 |
| — | ABERDEEN INDIA FD INC | $53.77万 | 0.02% | 47,500 | 22,500 | 90.0% | $25.47万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $53.95万 | 0.02% | 1,592 | 22 | 1.4% | $7,455 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $54.08万 | 0.02% | 10,686 | 1,708 | 19.0% | $8.64万 | 加仓 |
| FDS | FACTSET RESH SYS INC | $54.77万 | 0.02% | 2,524 | 10 | 0.4% | $2,170 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $54.80万 | 0.02% | 3,286 | 332 | 11.2% | $5.54万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $55.20万 | 0.02% | 22,304 | 80 | 0.4% | $1,980 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $55.46万 | 0.02% | 5,916 | 0 | 0.0% | — | 不变 |
| EWS | ISHARES INC | $55.82万 | 0.02% | 19,780 | -4,593 | -18.8% | -$12.96万 | 减仓 |
| INDA | ISHARES TR | $55.89万 | 0.02% | 11,932 | -4,566 | -27.7% | -$21.39万 | 减仓 |
| APH | AMPHENOL CORP | $56.31万 | 0.02% | 4,448 | 87 | 2.0% | $1.10万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $56.71万 | 0.02% | 2,860 | -1,341 | -31.9% | -$26.59万 | 减仓 |
| OKTA | OKTA INC | $57.19万 | 0.02% | 7,266 | 182 | 2.6% | $1.43万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $58.39万 | 0.02% | 1,314 | 1 | 0.1% | $444 | 加仓 |
| ECHO | ECHOSTAR CORP | $58.53万 | 0.02% | 5,000 | 500 | 11.1% | $5.85万 | 加仓 |
| GWW | WW GRAINGER INC | $58.90万 | 0.02% | 540 | 3 | 0.6% | $3,272 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $59.21万 | 0.02% | 17,658 | -462 | -2.5% | -$1.55万 | 减仓 |
| URTH | ISHARES INC | $59.38万 | 0.02% | 3,299 | 1 | 0.0% | $180 | 加仓 |
| TRN | TRINITY INDS INC | $59.66万 | 0.02% | 18,541 | -100 | -0.5% | -$3,218 | 减仓 |