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 |
|---|---|---|---|---|---|---|---|---|
| WELL | WELLTOWER INC | $39.48万 | 0.01% | 1,740 | -41 | -2.3% | -$9,304 | 减仓 |
| SKYD | PARAMOUNT SKYDANCE CORP | $39.69万 | 0.01% | 40,052 | -1,963 | -4.7% | -$1.95万 | 减仓 |
| URI | UNITED RENTALS INC | $41.24万 | 0.01% | 364 | -8 | -2.2% | -$9,063 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $41.37万 | 0.01% | 1,680 | 18 | 1.1% | $4,432 | 加仓 |
| AMP | AMERIPRISE FINL INC | $41.71万 | 0.01% | 909 | -405 | -30.8% | -$18.58万 | 减仓 |
| IWN | ISHARES TR | $42.32万 | 0.01% | 1,913 | 1 | 0.1% | $221 | 加仓 |
| MSTR | STRATEGY INC | $42.39万 | 0.01% | 4,876 | 4,876 | — | $42.39万 | 新建仓 |
| SHEL | SHELL PLC | $42.47万 | 0.01% | 5,477 | -69 | -1.2% | -$5,350 | 减仓 |
| DDOG | DATADOG INC | $42.54万 | 0.01% | 1,634 | -813 | -33.2% | -$21.17万 | 减仓 |
| ICVT | ISHARES TR | $43.36万 | 0.01% | 3,562 | 0 | 0.0% | — | 不变 |
| MGV | VANGUARD WORLD FD | $43.81万 | 0.01% | 2,680 | 2,680 | — | $43.81万 | 新建仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $44.29万 | 0.01% | 2,775 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $44.44万 | 0.01% | 1,042 | 0 | 0.0% | — | 不变 |
| — | GCT SEMICONDUCTOR HLDG INC | $44.55万 | 0.01% | 150,000 | 150,000 | — | $44.55万 | 新建仓 |
| FREL | FIDELITY COVINGTON TRUST | $44.57万 | 0.01% | 15,212 | 0 | 0.0% | — | 不变 |
| GJUN | FIRST TR EXCHNG TRADED FD VI | $44.81万 | 0.01% | 10,880 | 0 | 0.0% | — | 不变 |
| DOC | HEALTHPEAK PROPERTIES INC | $45.24万 | 0.01% | 21,140 | 0 | 0.0% | — | 不变 |
| VTWO | VANGUARD SCOTTSDALE FDS | $45.25万 | 0.01% | 3,727 | 0 | 0.0% | — | 不变 |
| FSTA | FIDELITY COVINGTON TRUST | $45.37万 | 0.01% | 8,635 | 0 | 0.0% | — | 不变 |
| IWC | ISHARES TR | $46.03万 | 0.01% | 2,301 | 46 | 2.0% | $9,201 | 加仓 |
| NVS | NOVARTIS AG | $46.42万 | 0.01% | 2,962 | -26 | -0.9% | -$4,075 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $46.75万 | 0.01% | 2,604 | 1 | 0.0% | $180 | 加仓 |
| VLUE | ISHARES TR | $46.98万 | 0.01% | 2,351 | 0 | 0.0% | — | 不变 |
| AIQ | GLOBAL X FDS | $47.07万 | 0.01% | 7,174 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC | $47.40万 | 0.01% | 4,727 | -45 | -0.9% | -$4,513 | 减仓 |
| SNDK | SANDISK CORP | $47.75万 | 0.01% | 210 | 210 | — | $47.75万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $48.00万 | 0.01% | 2,127 | -34 | -1.6% | -$7,673 | 减仓 |
| IBTG | ISHARES TR | $48.07万 | 0.01% | 21,000 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $48.13万 | 0.01% | 11,367 | -1,866 | -14.1% | -$7.90万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $48.58万 | 0.01% | 4,160 | -8 | -0.2% | -$934 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $48.73万 | 0.01% | 1,476 | -27 | -1.8% | -$8,913 | 减仓 |
| CMI | CUMMINS INC | $49.17万 | 0.01% | 689 | 4 | 0.6% | $2,855 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $49.22万 | 0.01% | 9,710 | 300 | 3.2% | $1.52万 | 加仓 |
| CVS | CVS HEALTH CORP | $49.52万 | 0.01% | 4,786 | -198 | -4.0% | -$2.05万 | 减仓 |
| MCK | MCKESSON CORP | $49.65万 | 0.01% | 656 | -121 | -15.6% | -$9.16万 | 减仓 |
| PAAS | PAN AMERN SILVER CORP | $49.78万 | 0.01% | 11,113 | -500 | -4.3% | -$2.24万 | 减仓 |
| ADBE | ADOBE INC | $49.88万 | 0.01% | 2,433 | -546 | -18.3% | -$11.19万 | 减仓 |
| SO | SOUTHERN CO | $50.44万 | 0.01% | 5,270 | -11 | -0.2% | -$1,053 | 减仓 |
| SDY | SPDR SERIES TRUST | $51.01万 | 0.01% | 3,352 | -799 | -19.2% | -$12.16万 | 减仓 |
| — | RADCOM LTD | $51.16万 | 0.01% | 36,284 | 36,284 | — | $51.16万 | 新建仓 |
| USFR | WISDOMTREE TR | $51.39万 | 0.01% | 10,206 | -16,776 | -62.2% | -$84.47万 | 减仓 |
| ARTY | ISHARES TR | $51.52万 | 0.01% | 6,765 | 765 | 12.8% | $5.83万 | 重新持有 |
| — | FIRST TR EXCHNG TRADED FD VI | $51.87万 | 0.01% | 22,200 | -900 | -3.9% | -$2.10万 | 减仓 |
| VSGX | VANGUARD WORLD FD | $52.00万 | 0.01% | 6,315 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $52.24万 | 0.01% | 741 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $52.44万 | 0.01% | 3,102 | 204 | 7.0% | $3.45万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $53.11万 | 0.01% | 2,375 | -27 | -1.1% | -$6,038 | 减仓 |
| IJK | ISHARES TR | $53.90万 | 0.01% | 4,587 | -240 | -5.0% | -$2.82万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $55.23万 | 0.01% | 4,438 | 1,578 | 55.2% | $19.64万 | 加仓 |
| — | ISHARES TR | $55.47万 | 0.01% | 10,517 | 383 | 3.8% | $2.02万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $55.65万 | 0.01% | 1,124 | -75 | -6.3% | -$3.71万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $56.29万 | 0.01% | 1,858 | 87 | 4.9% | $2.64万 | 重新持有 |
| GREK | GLOBAL X FDS | $56.88万 | 0.01% | 7,479 | -199 | -2.6% | -$1.51万 | 减仓 |
| GCAL | GOLDMAN SACHS ETF TR | $57.00万 | 0.01% | 11,132 | 2,000 | 21.9% | $10.24万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $57.18万 | 0.01% | 17,885 | 227 | 1.3% | $7,257 | 加仓 |
| KKR | KKR & CO INC | $57.34万 | 0.01% | 6,248 | -480 | -7.1% | -$4.41万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $57.41万 | 0.01% | 6,346 | -2 | -0.0% | -$181 | 减仓 |
| DBEU | DBX ETF TR | $57.49万 | 0.01% | 10,655 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $57.70万 | 0.01% | 2,617 | -173 | -6.2% | -$3.81万 | 减仓 |
| EWS | ISHARES INC | $57.97万 | 0.01% | 19,579 | -201 | -1.0% | -$5,952 | 减仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $58.22万 | 0.01% | 9,119 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $58.35万 | 0.01% | 2,313 | -36 | -1.5% | -$9,082 | 减仓 |
| COP | CONOCOPHILLIPS | $58.48万 | 0.01% | 5,625 | -40 | -0.7% | -$4,159 | 减仓 |
| FISV | FISERV INC | $58.70万 | 0.01% | 11,968 | -1,172 | -8.9% | -$5.75万 | 减仓 |
| FENY | FIDELITY COVINGTON TRUST | $58.90万 | 0.01% | 19,927 | -33 | -0.2% | -$975 | 减仓 |
| HAE | HAEMONETICS CORP MASS | $59.54万 | 0.01% | 7,939 | 2,140 | 36.9% | $16.05万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $59.59万 | 0.01% | 3,268 | -18 | -0.5% | -$3,282 | 减仓 |
| VFMO | VANGUARD WELLINGTON FD | $60.33万 | 0.01% | 2,418 | 758 | 45.7% | $18.91万 | 加仓 |
| F | FORD MTR CO | $60.35万 | 0.01% | 43,419 | -269 | -0.6% | -$3,739 | 减仓 |
| TXN | TEXAS INSTRS INC | $62.74万 | 0.02% | 2,105 | -191 | -8.3% | -$5.69万 | 减仓 |
| VDE | VANGUARD WORLD FD | $62.79万 | 0.02% | 4,183 | -30 | -0.7% | -$4,503 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $62.89万 | 0.02% | 5,916 | 0 | 0.0% | — | 不变 |
| TRN | TRINITY INDS INC | $64.11万 | 0.02% | 18,541 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $64.69万 | 0.02% | 1,553 | 34 | 2.2% | $1.42万 | 加仓 |
| PIPR | PIPER SANDLER COMPANIES | $65.11万 | 0.02% | 9,001 | -199 | -2.2% | -$1.44万 | 减仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $65.27万 | 0.02% | 3,772 | -500 | -11.7% | -$8.65万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $65.57万 | 0.02% | 1,335 | 72 | 5.7% | $3.54万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $66.68万 | 0.02% | 13,186 | 2,500 | 23.4% | $12.64万 | 加仓 |
| URTH | ISHARES INC | $67.29万 | 0.02% | 3,321 | 22 | 0.7% | $4,457 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $67.36万 | 0.02% | 13,531 | -1,569 | -10.4% | -$7.81万 | 减仓 |
| IEUR | ISHARES TR | $67.61万 | 0.02% | 8,994 | -4,915 | -35.3% | -$36.95万 | 减仓 |
| WSC | WILLSCOT HLDGS CORP | $68.55万 | 0.02% | 23,753 | -200 | -0.8% | -$5,772 | 减仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $68.68万 | 0.02% | 29,199 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $68.90万 | 0.02% | 953 | -19 | -2.0% | -$1.37万 | 减仓 |
| EWJ | ISHARES INC | $69.70万 | 0.02% | 7,473 | 14 | 0.2% | $1,306 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $69.91万 | 0.02% | 25,238 | 2,934 | 13.2% | $8.13万 | 加仓 |
| AVAV | AEROVIRONMENT INC | $70.12万 | 0.02% | 4,248 | 215 | 5.3% | $3.55万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $70.38万 | 0.02% | 12,064 | 313 | 2.7% | $1.83万 | 加仓 |
| USB | US BANCORP | $70.83万 | 0.02% | 11,626 | -78 | -0.7% | -$4,752 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $72.01万 | 0.02% | 2,057 | -274 | -11.8% | -$9.59万 | 减仓 |
| ARM | ARM HOLDINGS PLC | $72.01万 | 0.02% | 2,031 | -1,029 | -33.6% | -$36.49万 | 减仓 |
| AFL | AFLAC INC | $72.11万 | 0.02% | 6,150 | -533 | -8.0% | -$6.25万 | 减仓 |
| IWS | ISHARES TR | $72.68万 | 0.02% | 4,415 | 7 | 0.2% | $1,152 | 加仓 |
| SHY | ISHARES TR | $72.70万 | 0.02% | 8,855 | 1,121 | 14.5% | $9.20万 | 加仓 |
| VTR | VENTAS INC | $72.80万 | 0.02% | 8,150 | -12 | -0.1% | -$1,072 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $73.15万 | 0.02% | 1,974 | -10 | -0.5% | -$3,706 | 减仓 |
| PDN | INVESCO EXCH TRADED FD TR II | $73.22万 | 0.02% | 16,278 | 0 | 0.0% | — | 不变 |
| HLN | HALEON PLC | $73.24万 | 0.02% | 78,495 | -1,449 | -1.8% | -$1.35万 | 减仓 |
| EUSA | ISHARES INC | $73.66万 | 0.02% | 6,451 | 3,957 | 158.7% | $45.19万 | 加仓 |
| IYF | ISHARES TR | $73.92万 | 0.02% | 5,797 | 3 | 0.1% | $383 | 加仓 |