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 |
|---|---|---|---|---|---|---|---|---|
| SDY | SPDR SERIES TRUST | $60.58万 | 0.02% | 4,151 | -59 | -1.4% | -$8,611 | 减仓 |
| USB | US BANCORP | $61.48万 | 0.02% | 11,704 | -18 | -0.2% | -$946 | 减仓 |
| IUSB | ISHARES TR | $61.93万 | 0.02% | 13,407 | 2,400 | 21.8% | $11.09万 | 加仓 |
| KKR | KKR & CO INC | $62.23万 | 0.02% | 6,728 | -672 | -9.1% | -$6.22万 | 减仓 |
| INCY | INCYTE CORP | $62.90万 | 0.02% | 6,683 | -385 | -5.4% | -$3.62万 | 减仓 |
| EWJ | ISHARES INC | $62.98万 | 0.02% | 7,459 | 660 | 9.7% | $5.57万 | 加仓 |
| PAAS | PAN AMERN SILVER CORP | $63.44万 | 0.02% | 11,613 | -7,408 | -38.9% | -$40.47万 | 减仓 |
| SHY | ISHARES TR | $63.86万 | 0.02% | 7,734 | -13,274 | -63.2% | -$109.60万 | 减仓 |
| IWS | ISHARES TR | $64.24万 | 0.02% | 4,408 | -127 | -2.8% | -$1.85万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $64.89万 | 0.02% | 1,984 | -571 | -22.3% | -$18.68万 | 减仓 |
| ACWI | ISHARES TR | $64.91万 | 0.02% | 4,691 | 735 | 18.6% | $10.17万 | 加仓 |
| PWR | QUANTA SVCS INC | $65.18万 | 0.02% | 1,187 | -393 | -24.9% | -$21.58万 | 减仓 |
| PII | POLARIS INC | $65.40万 | 0.02% | 12,000 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $65.82万 | 0.02% | 2,331 | -256 | -9.9% | -$7.23万 | 减仓 |
| LOW | LOWES COS INC | $65.92万 | 0.02% | 2,790 | 364 | 15.0% | $8.60万 | 加仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $66.09万 | 0.02% | 3,060 | 1 | 0.0% | $216 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $66.11万 | 0.02% | 1,519 | 117 | 8.3% | $5.09万 | 加仓 |
| KLAC | KLA CORP | $66.31万 | 0.02% | 450 | -346 | -43.5% | -$50.99万 | 减仓 |
| MFC | MANULIFE FINL CORP | $66.41万 | 0.02% | 19,282 | 656 | 3.5% | $2.26万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $66.43万 | 0.02% | 13,233 | -43 | -0.3% | -$2,159 | 减仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $67.10万 | 0.02% | 29,199 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $67.17万 | 0.02% | 11,677 | 6,084 | 108.8% | $35.00万 | 加仓 |
| VTR | VENTAS INC | $67.17万 | 0.02% | 8,162 | -279 | -3.3% | -$2.30万 | 减仓 |
| MCK | MCKESSON CORP | $67.28万 | 0.02% | 777 | 30 | 4.0% | $2.60万 | 加仓 |
| CSX | CSX CORP | $67.64万 | 0.02% | 16,477 | -307 | -1.8% | -$1.26万 | 减仓 |
| FENY | FIDELITY COVINGTON TRUST | $67.90万 | 0.02% | 19,960 | 1 | 0.0% | $34 | 加仓 |
| FIDU | FIDELITY COVINGTON TRUST | $68.15万 | 0.02% | 7,877 | 234 | 3.1% | $2.02万 | 加仓 |
| IYF | ISHARES TR | $68.17万 | 0.02% | 5,794 | 7 | 0.1% | $824 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $68.32万 | 0.02% | 11,751 | 1,555 | 15.3% | $9.04万 | 加仓 |
| BFST | BUSINESS FIRST BANCSHARES IN | $68.91万 | 0.02% | 25,486 | -70,376 | -73.4% | -$190.30万 | 减仓 |
| MTUM | ISHARES TR | $69.89万 | 0.02% | 2,912 | 184 | 6.7% | $4.42万 | 加仓 |
| PIPR | PIPER SANDLER COMPANIES | $70.43万 | 0.02% | 9,200 | 6,736 | 273.4% | $51.56万 | 加仓 |
| PDN | INVESCO EXCH TRADED FD TR II | $70.60万 | 0.02% | 16,278 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $71.87万 | 0.02% | 10,104 | -815 | -7.5% | -$5.80万 | 减仓 |
| COPX | GLOBAL X FDS | $72.15万 | 0.02% | 9,450 | 1,600 | 20.4% | $12.22万 | 加仓 |
| ADBE | ADOBE INC | $72.41万 | 0.02% | 2,979 | -418 | -12.3% | -$10.16万 | 减仓 |
| VDE | VANGUARD WORLD FD | $72.90万 | 0.02% | 4,213 | 60 | 1.4% | $1.04万 | 加仓 |
| DJAN | FIRST TR EXCHNG TRADED FD VI | $72.94万 | 0.02% | 17,150 | -8,650 | -33.5% | -$36.79万 | 减仓 |
| TMSL | T ROWE PRICE ETF INC | $73.08万 | 0.02% | 19,928 | -9,031 | -31.2% | -$33.12万 | 减仓 |
| AFL | AFLAC INC | $73.32万 | 0.02% | 6,683 | -26 | -0.4% | -$2,852 | 减仓 |
| FISV | FISERV INC | $73.32万 | 0.02% | 13,140 | -500 | -3.7% | -$2.79万 | 减仓 |
| IJJ | ISHARES TR | $73.74万 | 0.02% | 5,566 | 2 | 0.0% | $265 | 加仓 |
| AVAV | AEROVIRONMENT INC | $73.82万 | 0.02% | 4,033 | 283 | 7.5% | $5.18万 | 加仓 |
| — | HONEYWELL INTL INC | $74.38万 | 0.02% | 3,291 | 36 | 1.1% | $8,136 | 加仓 |
| FHLC | FIDELITY COVINGTON TRUST | $74.66万 | 0.02% | 10,612 | 380 | 3.7% | $2.67万 | 加仓 |
| COP | CONOCOPHILLIPS | $74.78万 | 0.02% | 5,665 | -7 | -0.1% | -$924 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $75.21万 | 0.02% | 15,100 | 258 | 1.7% | $1.29万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $75.33万 | 0.02% | 6,819 | 6 | 0.1% | $663 | 加仓 |
| MRNA | MODERNA INC | $75.46万 | 0.02% | 14,855 | -3,073 | -17.1% | -$15.61万 | 减仓 |
| HYMB | SPDR SERIES TRUST | $75.97万 | 0.02% | 30,632 | 0 | 0.0% | — | 不变 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $76.38万 | 0.02% | 11,187 | 3,450 | 44.6% | $23.56万 | 加仓 |
| IJS | ISHARES TR | $76.67万 | 0.02% | 6,473 | -231 | -3.4% | -$2.74万 | 减仓 |
| TWLO | TWILIO INC | $77.17万 | 0.02% | 6,133 | -256 | -4.0% | -$3.22万 | 减仓 |
| RDWR | RADWARE LTD | $77.46万 | 0.02% | 29,430 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $77.64万 | 0.02% | 184 | -16 | -8.0% | -$6.75万 | 减仓 |
| APG | API GROUP CORP | $78.54万 | 0.02% | 19,383 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $79.32万 | 0.02% | 4,820 | -12 | -0.2% | -$1,975 | 减仓 |
| SBR | SABINE RTY TR | $79.50万 | 0.02% | 10,600 | 0 | 0.0% | — | 不变 |
| MSGE | MADISON SQUARE GARDEN ENTMT | $79.75万 | 0.02% | 13,537 | 0 | 0.0% | — | 不变 |
| HLN | HALEON PLC | $80.02万 | 0.02% | 79,944 | -6,627 | -7.7% | -$6.63万 | 减仓 |
| VV | VANGUARD INDEX FDS | $80.08万 | 0.02% | 2,679 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $80.18万 | 0.02% | 2,739 | 10 | 0.4% | $2,927 | 加仓 |
| TECK | TECK RESOURCES LTD | $80.40万 | 0.02% | 15,537 | 2,900 | 22.9% | $15.01万 | 加仓 |
| MMM | 3M CO | $80.56万 | 0.02% | 5,547 | -488 | -8.1% | -$7.09万 | 减仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $80.67万 | 0.02% | 27,354 | -4,412 | -13.9% | -$13.01万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $82.06万 | 0.02% | 970 | -101 | -9.4% | -$8.54万 | 减仓 |
| DWM | WISDOMTREE TR | $82.31万 | 0.02% | 11,777 | -2,734 | -18.8% | -$19.11万 | 减仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $83.42万 | 0.02% | 4,154 | 36 | 0.9% | $7,230 | 加仓 |
| GRMN | GARMIN LTD | $83.67万 | 0.02% | 3,606 | -1,706 | -32.1% | -$39.58万 | 减仓 |
| H | HYATT HOTELS CORP | $83.96万 | 0.02% | 5,839 | 10 | 0.2% | $1,438 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $84.42万 | 0.02% | 14,302 | 1,073 | 8.1% | $6.33万 | 加仓 |
| IBHI | ISHARES TR | $85.01万 | 0.02% | 36,513 | 36,513 | — | $85.01万 | 新建仓 |
| ILMN | ILLUMINA INC | $86.07万 | 0.02% | 6,982 | -140 | -2.0% | -$1.73万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $86.13万 | 0.02% | 9,165 | -2,835 | -23.6% | -$26.64万 | 减仓 |
| ADI | ANALOG DEVICES INC | $87.28万 | 0.02% | 2,743 | 94 | 3.5% | $2.99万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $87.78万 | 0.02% | 4,200 | -283 | -6.3% | -$5.91万 | 减仓 |
| VCR | VANGUARD WORLD FD | $90.58万 | 0.03% | 2,523 | -79 | -3.0% | -$2.84万 | 减仓 |
| ESGU | ISHARES TR | $93.25万 | 0.03% | 6,594 | -1,196 | -15.4% | -$16.91万 | 减仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $93.84万 | 0.03% | 2,836 | 36 | 1.3% | $1.19万 | 加仓 |
| EWG | ISHARES INC | $94.32万 | 0.03% | 23,776 | -25,639 | -51.9% | -$101.71万 | 减仓 |
| BCAL | CALIFORNIA BANCORP | $95.48万 | 0.03% | 53,579 | 0 | 0.0% | — | 不变 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $95.61万 | 0.03% | 20,329 | -26 | -0.1% | -$1,223 | 减仓 |
| EMR | EMERSON ELEC CO | $95.67万 | 0.03% | 7,302 | -928 | -11.3% | -$12.16万 | 减仓 |
| SBUX | STARBUCKS CORP | $96.25万 | 0.03% | 10,743 | 658 | 6.5% | $5.90万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $96.85万 | 0.03% | 2,866 | 181 | 6.7% | $6.12万 | 加仓 |
| EPI | WISDOMTREE TR | $96.90万 | 0.03% | 23,751 | -631 | -2.6% | -$2.57万 | 减仓 |
| TTE | TOTALENERGIES SE | $96.96万 | 0.03% | 10,654 | 558 | 5.5% | $5.08万 | 加仓 |
| IWD | ISHARES TR | $97.21万 | 0.03% | 4,550 | -86 | -1.9% | -$1.84万 | 减仓 |
| DXJ | WISDOMTREE TR | $97.40万 | 0.03% | 6,142 | 517 | 9.2% | $8.20万 | 加仓 |
| IEUR | ISHARES TR | $97.74万 | 0.03% | 13,909 | -26 | -0.2% | -$1,827 | 减仓 |
| BN | BROOKFIELD CORP | $99.55万 | 0.03% | 24,598 | 132 | 0.5% | $5,342 | 加仓 |
| IEF | ISHARES TR | $99.84万 | 0.03% | 10,461 | -20,111 | -65.8% | -$191.95万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $101.07万 | 0.03% | 39,417 | -686 | -1.7% | -$1.76万 | 减仓 |
| GEV | GE VERNOVA INC | $101.74万 | 0.03% | 1,165 | 433 | 59.2% | $37.82万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $102.57万 | 0.03% | 6,398 | -10,989 | -63.2% | -$176.18万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $102.87万 | 0.03% | 1,149 | -14 | -1.2% | -$1.25万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $103.47万 | 0.03% | 9,341 | 705 | 8.2% | $7.81万 | 加仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $103.64万 | 0.03% | 13,100 | 207 | 1.6% | $1.64万 | 加仓 |
| MCO | MOODYS CORP | $106.27万 | 0.03% | 2,436 | -167 | -6.4% | -$7.29万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $108.51万 | 0.03% | 11,515 | 2 | 0.0% | $188 | 加仓 |