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 |
|---|---|---|---|---|---|---|---|---|
| JPIE | J P MORGAN EXCHANGE TRADED F | $108.70万 | 0.03% | 23,595 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ | $109.24万 | 0.03% | 3,342 | 12 | 0.4% | $3,922 | 加仓 |
| GE | GE AEROSPACE | $109.28万 | 0.03% | 3,846 | 3,846 | — | $109.28万 | 新建仓 |
| PSA | PUBLIC STORAGE OPER CO | $109.57万 | 0.03% | 4,045 | 12 | 0.3% | $3,251 | 加仓 |
| BBIN | J P MORGAN EXCHANGE TRADED F | $109.78万 | 0.03% | 15,013 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB STRATEGIC TR | $110.86万 | 0.03% | 22,658 | 1 | 0.0% | $49 | 加仓 |
| — | BELPOINTE PREP LLC | $112.80万 | 0.03% | 21,203 | 0 | 0.0% | — | 不变 |
| DGRW | WISDOMTREE TR | $113.51万 | 0.03% | 12,922 | -1 | -0.0% | -$88 | 减仓 |
| BBAX | J P MORGAN EXCHANGE TRADED F | $113.59万 | 0.03% | 19,105 | -34 | -0.2% | -$2,022 | 减仓 |
| BE | BLOOM ENERGY CORP | $113.80万 | 0.03% | 8,399 | -330 | -3.8% | -$4.47万 | 减仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $114.20万 | 0.03% | 7,995 | 434 | 5.7% | $6.20万 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $114.44万 | 0.03% | 12,622 | 83 | 0.7% | $7,525 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $114.99万 | 0.03% | 25,525 | 0 | 0.0% | — | 不变 |
| CALY | CALLAWAY GOLF CO | $115.73万 | 0.03% | 83,379 | 0 | 0.0% | — | 不变 |
| LVHI | LEGG MASON ETF INVT | $116.36万 | 0.03% | 28,703 | 4,271 | 17.5% | $17.31万 | 加仓 |
| — | HERITAGE COMM CORP | $116.71万 | 0.03% | 92,556 | 0 | 0.0% | — | 不变 |
| LMNR | LIMONEIRA CO | $118.37万 | 0.03% | 88,205 | -13,255 | -13.1% | -$17.79万 | 重新持有 |
| IDV | ISHARES TR | $118.87万 | 0.03% | 27,930 | 600 | 2.2% | $2.55万 | 加仓 |
| ITA | ISHARES TR | $118.93万 | 0.03% | 5,437 | -183 | -3.3% | -$4.00万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $119.23万 | 0.03% | 4,406 | 88 | 2.0% | $2.38万 | 加仓 |
| EFG | ISHARES TR | $119.30万 | 0.03% | 10,712 | 1,853 | 20.9% | $20.64万 | 加仓 |
| JNK | SPDR SERIES TRUST | $119.59万 | 0.03% | 12,493 | 2,514 | 25.2% | $24.06万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $121.70万 | 0.03% | 18,409 | 635 | 3.6% | $4.20万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $122.39万 | 0.03% | 11,008 | 23 | 0.2% | $2,557 | 加仓 |
| VBR | VANGUARD INDEX FDS | $127.61万 | 0.04% | 5,874 | -352 | -5.7% | -$7.65万 | 减仓 |
| FDIS | FIDELITY COVINGTON TRUST | $128.31万 | 0.04% | 13,758 | 328 | 2.4% | $3.06万 | 加仓 |
| TR | TOOTSIE ROLL INDS INC | $130.15万 | 0.04% | 30,465 | 4,990 | 19.6% | $21.32万 | 加仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $130.85万 | 0.04% | 18,989 | -478 | -2.5% | -$3.29万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $131.25万 | 0.04% | 25,275 | -45,718 | -64.4% | -$237.41万 | 减仓 |
| MKC | MCCORMICK & CO INC | $132.25万 | 0.04% | 26,220 | 2,113 | 8.8% | $10.66万 | 加仓 |
| XSOE | WISDOMTREE TR | $132.87万 | 0.04% | 33,135 | 9 | 0.0% | $361 | 加仓 |
| MPLX | MPLX LP | $134.30万 | 0.04% | 23,533 | 525 | 2.3% | $3.00万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $134.77万 | 0.04% | 4,432 | -59 | -1.3% | -$1.79万 | 减仓 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $134.94万 | 0.04% | 97,218 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $135.42万 | 0.04% | 30,687 | -226 | -0.7% | -$9,973 | 减仓 |
| USFR | WISDOMTREE TR | $135.83万 | 0.04% | 26,982 | 8,465 | 45.7% | $42.61万 | 加仓 |
| EG | EVEREST GROUP LTD | $136.30万 | 0.04% | 4,170 | 6 | 0.1% | $1,961 | 加仓 |
| MGK | VANGUARD WORLD FD | $137.83万 | 0.04% | 3,751 | -5,954 | -61.3% | -$218.78万 | 减仓 |
| HEDJ | WISDOMTREE TR | $140.15万 | 0.04% | 26,797 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $140.44万 | 0.04% | 18,700 | -1,082 | -5.5% | -$8.13万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $145.38万 | 0.04% | 49,906 | -484,445 | -90.7% | -$1,411.18万 | 减仓 |
| CRM | SALESFORCE INC | $145.67万 | 0.04% | 7,803 | 791 | 11.3% | $14.77万 | 加仓 |
| DIS | DISNEY WALT CO | $146.01万 | 0.04% | 15,150 | 1,078 | 7.7% | $10.39万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $146.65万 | 0.04% | 2,426 | 130 | 5.7% | $7.86万 | 加仓 |
| — | ISHARES TR | $147.22万 | 0.04% | 30,773 | 13,941 | 82.8% | $66.70万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $147.56万 | 0.04% | 7,254 | -8 | -0.1% | -$1,627 | 减仓 |
| EMNT | PIMCO ETF TR | $148.22万 | 0.04% | 14,983 | 1,582 | 11.8% | $15.65万 | 加仓 |
| NG | NOVAGOLD RESOURCES INC | $149.42万 | 0.04% | 166,387 | -109,325 | -39.7% | -$98.17万 | 减仓 |
| IHI | ISHARES TR | $149.63万 | 0.04% | 28,047 | 1,337 | 5.0% | $7.13万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $151.15万 | 0.04% | 52,649 | 1,474 | 2.9% | $4.23万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $151.46万 | 0.04% | 33,071 | -66,091 | -66.6% | -$302.68万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $152.70万 | 0.04% | 20,736 | 2,138 | 11.5% | $15.74万 | 加仓 |
| XJH | ISHARES TR | $152.73万 | 0.04% | 33,662 | 6,395 | 23.5% | $29.01万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $155.48万 | 0.04% | 3,112 | -38 | -1.2% | -$1.90万 | 减仓 |
| ICSH | ISHARES TR | $155.64万 | 0.04% | 30,746 | 26,084 | 559.5% | $132.04万 | 加仓 |
| EPP | ISHARES INC | $157.66万 | 0.04% | 29,669 | -133 | -0.4% | -$7,068 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $158.64万 | 0.04% | 4,949 | -506 | -9.3% | -$16.22万 | 减仓 |
| DVY | ISHARES TR | $158.94万 | 0.04% | 10,498 | -1,007 | -8.8% | -$15.25万 | 减仓 |
| VSDB | VANGUARD MALVERN FDS | $160.33万 | 0.04% | 21,027 | 2,065 | 10.9% | $15.75万 | 加仓 |
| LAZ | LAZARD INC | $163.65万 | 0.05% | 38,525 | 305 | 0.8% | $1.30万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $164.58万 | 0.05% | 29,037 | -6,425 | -18.1% | -$36.42万 | 减仓 |
| IAU | ISHARES GOLD TR | $166.44万 | 0.05% | 18,879 | -1,559 | -7.6% | -$13.74万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $169.80万 | 0.05% | 15,124 | -533 | -3.4% | -$5.98万 | 减仓 |
| ESML | ISHARES TR | $170.90万 | 0.05% | 36,347 | 15,133 | 71.3% | $71.16万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $171.96万 | 0.05% | 34,413 | 8,384 | 32.2% | $41.89万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $171.99万 | 0.05% | 29,562 | 16,065 | 119.0% | $93.47万 | 加仓 |
| C | CITIGROUP INC | $172.88万 | 0.05% | 15,244 | 377 | 2.5% | $4.28万 | 加仓 |
| NKE | NIKE INC | $173.83万 | 0.05% | 32,657 | 624 | 1.9% | $3.32万 | 加仓 |
| IWO | ISHARES TR | $176.56万 | 0.05% | 5,626 | -438 | -7.2% | -$13.75万 | 减仓 |
| USMV | ISHARES TR | $177.81万 | 0.05% | 19,173 | -1,251 | -6.1% | -$11.60万 | 减仓 |
| TJX | TJX COS INC NEW | $178.83万 | 0.05% | 11,198 | -330 | -2.9% | -$5.27万 | 减仓 |
| TIP | ISHARES TR | $181.47万 | 0.05% | 16,444 | 1 | 0.0% | $110 | 加仓 |
| NEE | NEXTERA ENERGY INC | $182.76万 | 0.05% | 19,677 | -4,497 | -18.6% | -$41.77万 | 减仓 |
| GCOR | GOLDMAN SACHS ETF TR | $183.64万 | 0.05% | 44,444 | -3,549 | -7.4% | -$14.66万 | 减仓 |
| ZTS | ZOETIS INC | $186.19万 | 0.05% | 15,751 | -936 | -5.6% | -$11.06万 | 减仓 |
| VOX | VANGUARD WORLD FD | $187.26万 | 0.05% | 10,413 | -1,946 | -15.7% | -$35.00万 | 减仓 |
| ECL | ECOLAB INC | $188.14万 | 0.05% | 7,053 | -62 | -0.9% | -$1.65万 | 减仓 |
| EWC | ISHARES INC | $190.89万 | 0.05% | 34,840 | -340 | -1.0% | -$1.86万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $191.96万 | 0.05% | 26,246 | -34,443 | -56.8% | -$251.92万 | 减仓 |
| IDEV | ISHARES TR | $193.04万 | 0.05% | 23,099 | -5,887 | -20.3% | -$49.20万 | 减仓 |
| SOXX | ISHARES TR | $196.18万 | 0.05% | 5,969 | -109 | -1.8% | -$3.58万 | 减仓 |
| BOXX | EA SERIES TRUST | $199.44万 | 0.06% | 17,150 | 2,500 | 17.1% | $29.07万 | 加仓 |
| — | ISHARES TR | $199.44万 | 0.06% | 75,993 | 1,600 | 2.2% | $4.20万 | 加仓 |
| WY | WEYERHAEUSER CO | $199.71万 | 0.06% | 81,747 | 2,872 | 3.6% | $7.02万 | 加仓 |
| IBB | ISHARES TR | $202.64万 | 0.06% | 12,001 | 667 | 5.9% | $11.26万 | 加仓 |
| EWU | ISHARES TR | $210.12万 | 0.06% | 46,119 | 900 | 2.0% | $4.10万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $210.46万 | 0.06% | 4,534 | -104 | -2.2% | -$4.83万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $211.88万 | 0.06% | 42,385 | 6,197 | 17.1% | $30.98万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $215.60万 | 0.06% | 56,977 | -2,400 | -4.0% | -$9.08万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $217.47万 | 0.06% | 74,783 | -374 | -0.5% | -$1.09万 | 减仓 |
| GENI | GENIUS SPORTS LIMITED | $218.92万 | 0.06% | 494,185 | 4,350 | 0.9% | $1.93万 | 加仓 |
| EMB | ISHARES TR | $221.56万 | 0.06% | 23,588 | -2,718 | -10.3% | -$25.53万 | 减仓 |
| SPTL | SPDR SERIES TRUST | $225.21万 | 0.06% | 85,632 | -165,428 | -65.9% | -$435.08万 | 减仓 |
| NEM | NEWMONT CORP | $227.34万 | 0.06% | 21,001 | -1,479 | -6.6% | -$16.01万 | 减仓 |
| NOBL | PROSHARES TR | $228.53万 | 0.06% | 21,557 | -377 | -1.7% | -$4.00万 | 减仓 |
| STZ | CONSTELLATION BRANDS INC | $229.52万 | 0.06% | 15,301 | 84 | 0.6% | $1.26万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $230.51万 | 0.06% | 36,776 | -38,475 | -51.1% | -$241.16万 | 减仓 |
| SPGI | S&P GLOBAL INC | $231.35万 | 0.06% | 5,439 | -1,169 | -17.7% | -$49.72万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $234.26万 | 0.07% | 9,665 | 119 | 1.2% | $2.88万 | 加仓 |
| KO | COCA COLA CO | $234.75万 | 0.07% | 30,654 | -696 | -2.2% | -$5.33万 | 减仓 |