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 |
|---|---|---|---|---|---|---|---|---|
| PSA | PUBLIC STORAGE | $128.95万 | 0.03% | 4,051 | 6 | 0.1% | $1,910 | 加仓 |
| EMNT | PIMCO ETF TR | $131.53万 | 0.03% | 13,294 | -1,689 | -11.3% | -$16.71万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $131.71万 | 0.03% | 9,885 | 544 | 5.8% | $7.25万 | 加仓 |
| MKC | MCCORMICK & CO INC | $132.16万 | 0.03% | 26,211 | -9 | -0.0% | -$454 | 减仓 |
| KLAC | KLA CORP | $132.45万 | 0.03% | 4,390 | -110 | -2.4% | -$3.32万 | 减仓 |
| ITA | ISHARES TR | $134.50万 | 0.03% | 5,548 | 111 | 2.0% | $2.69万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $135.23万 | 0.03% | 5,565 | -309 | -5.3% | -$7.51万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $135.33万 | 0.03% | 29,640 | -3,431 | -10.4% | -$15.67万 | 减仓 |
| GEV | GE VERNOVA INC | $136.48万 | 0.03% | 1,161 | -4 | -0.3% | -$4,702 | 减仓 |
| MPLX | MPLX LP | $137.26万 | 0.03% | 24,368 | 835 | 3.5% | $4.70万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $137.99万 | 0.03% | 8,123 | 8,123 | — | $137.99万 | 新建仓 |
| DBMF | LITMAN GREGORY FDS TR | $139.76万 | 0.03% | 45,658 | 45,658 | — | $139.76万 | 新建仓 |
| AVUS | AMERICAN CENTY ETF TR | $141.37万 | 0.03% | 11,037 | 29 | 0.3% | $3,714 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $141.63万 | 0.03% | 4,113 | -836 | -16.9% | -$28.79万 | 减仓 |
| CVBF | CVB FINL CORP | $141.98万 | 0.03% | 62,964 | 62,964 | — | $141.98万 | 新建仓 |
| ICSH | ISHARES TR | $143.38万 | 0.04% | 28,347 | -2,399 | -7.8% | -$12.13万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $143.41万 | 0.04% | 42,377 | -7,529 | -15.1% | -$25.48万 | 减仓 |
| ESGU | ISHARES TR | $143.94万 | 0.04% | 8,795 | 2,201 | 33.4% | $36.02万 | 加仓 |
| IAU | ISHARES GOLD TR | $145.17万 | 0.04% | 19,225 | 346 | 1.8% | $2.61万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $146.29万 | 0.04% | 4,427 | -5 | -0.1% | -$1,652 | 减仓 |
| EG | EVEREST GROUP LTD | $147.61万 | 0.04% | 4,132 | -38 | -0.9% | -$1.36万 | 减仓 |
| KO | COCA COLA CO | $148.27万 | 0.04% | 18,126 | -12,528 | -40.9% | -$102.48万 | 减仓 |
| FDIS | FIDELITY COVINGTON TRUST | $148.85万 | 0.04% | 14,474 | 716 | 5.2% | $7.36万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $149.09万 | 0.04% | 11,950 | 5,131 | 75.2% | $64.01万 | 加仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $152.04万 | 0.04% | 20,189 | 1,200 | 6.3% | $9.04万 | 加仓 |
| HEDJ | WISDOMTREE TR | $152.74万 | 0.04% | 26,797 | 0 | 0.0% | — | 不变 |
| GCOR | GOLDMAN SACHS ETF TR | $153.44万 | 0.04% | 37,280 | -7,164 | -16.1% | -$29.49万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $154.51万 | 0.04% | 17,604 | -2,073 | -10.5% | -$18.19万 | 减仓 |
| IHI | ISHARES TR | $154.85万 | 0.04% | 31,341 | 3,294 | 11.7% | $16.28万 | 加仓 |
| IQLT | ISHARES TR | $155.58万 | 0.04% | 31,399 | 31,399 | — | $155.58万 | 新建仓 |
| BND | VANGUARD BD INDEX FDS | $156.49万 | 0.04% | 21,317 | 581 | 2.8% | $4.27万 | 加仓 |
| CALY | CALLAWAY GOLF CO | $156.67万 | 0.04% | 83,379 | 0 | 0.0% | — | 不变 |
| EPP | ISHARES INC | $156.83万 | 0.04% | 29,447 | -222 | -0.7% | -$1.18万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $157.19万 | 0.04% | 30,924 | -3,489 | -10.1% | -$17.73万 | 减仓 |
| DVY | ISHARES TR | $160.16万 | 0.04% | 10,247 | -251 | -2.4% | -$3.92万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $160.26万 | 0.04% | 3,856 | -550 | -12.5% | -$22.86万 | 减仓 |
| VSDB | VANGUARD MALVERN FDS | $162.05万 | 0.04% | 21,227 | 200 | 1.0% | $1.53万 | 加仓 |
| LAZ | LAZARD INC | $162.92万 | 0.04% | 38,846 | 321 | 0.8% | $1.35万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $163.01万 | 0.04% | 19,464 | 764 | 4.1% | $6.40万 | 加仓 |
| XSOE | WISDOMTREE TR | $163.15万 | 0.04% | 33,174 | 39 | 0.1% | $1,918 | 加仓 |
| VOX | VANGUARD WORLD FD | $166.12万 | 0.04% | 9,031 | -1,382 | -13.3% | -$25.42万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $166.79万 | 0.04% | 22,269 | -3,977 | -15.2% | -$29.79万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $167.51万 | 0.04% | 3,261 | 149 | 4.8% | $7.65万 | 加仓 |
| ESML | ISHARES TR | $169.50万 | 0.04% | 30,306 | -6,041 | -16.6% | -$33.79万 | 减仓 |
| — | ISHARES TR | $170.63万 | 0.04% | 29,447 | -1,326 | -4.3% | -$7.68万 | 减仓 |
| MGK | VANGUARD WORLD FD | $171.61万 | 0.04% | 19,521 | 766 | 4.1% | $6.73万 | 加仓 |
| OMF | ONEMAIN HLDGS INC | $172.30万 | 0.04% | 28,260 | 21,260 | 303.7% | $129.62万 | 加仓 |
| SPGI | S&P GLOBAL INC | $177.94万 | 0.04% | 4,369 | -1,070 | -19.7% | -$43.58万 | 减仓 |
| USMV | ISHARES TR | $184.55万 | 0.05% | 19,133 | -40 | -0.2% | -$3,858 | 减仓 |
| XJH | ISHARES TR | $187.99万 | 0.05% | 36,048 | 2,386 | 7.1% | $12.44万 | 加仓 |
| BOXX | EA SERIES TRUST | $189.10万 | 0.05% | 16,150 | -1,000 | -5.8% | -$11.71万 | 减仓 |
| SPTL | SPDR SERIES TRUST | $192.57万 | 0.05% | 73,415 | -12,217 | -14.3% | -$32.05万 | 减仓 |
| QUAL | ISHARES TR | $192.99万 | 0.05% | 8,795 | -4,391 | -33.3% | -$96.35万 | 减仓 |
| NEM | NEWMONT CORP | $195.10万 | 0.05% | 20,888 | -113 | -0.5% | -$1.06万 | 减仓 |
| IDEV | ISHARES TR | $195.19万 | 0.05% | 21,929 | -1,170 | -5.1% | -$10.41万 | 减仓 |
| WY | WEYERHAEUSER CO | $196.85万 | 0.05% | 82,225 | 478 | 0.6% | $1.14万 | 加仓 |
| ECL | ECOLAB INC | $197.33万 | 0.05% | 7,064 | 11 | 0.2% | $3,073 | 加仓 |
| ESGV | VANGUARD WORLD FD | $199.99万 | 0.05% | 15,123 | -1 | -0.0% | -$132 | 减仓 |
| EWC | ISHARES INC | $200.73万 | 0.05% | 34,825 | -15 | -0.0% | -$865 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $201.92万 | 0.05% | 5,921 | -477 | -7.5% | -$16.27万 | 减仓 |
| — | ISHARES TR | $204.31万 | 0.05% | 77,715 | 1,722 | 2.3% | $4.53万 | 加仓 |
| EWU | ISHARES TR | $207.99万 | 0.05% | 45,078 | -1,041 | -2.3% | -$4.80万 | 减仓 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $208.53万 | 0.05% | 97,218 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $208.89万 | 0.05% | 13,788 | 2,590 | 23.1% | $39.24万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $209.08万 | 0.05% | 56,876 | -101 | -0.2% | -$3,713 | 减仓 |
| C | CITIGROUP INC | $209.33万 | 0.05% | 14,956 | -288 | -1.9% | -$4.03万 | 减仓 |
| STZ | CONSTELLATION BRANDS INC | $212.30万 | 0.05% | 15,264 | -37 | -0.2% | -$5,146 | 减仓 |
| LVHI | LEGG MASON ETF INVT | $212.40万 | 0.05% | 52,334 | 23,631 | 82.3% | $95.91万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $212.86万 | 0.05% | 31,299 | 1,737 | 5.9% | $11.81万 | 加仓 |
| IWO | ISHARES TR | $216.58万 | 0.05% | 5,497 | -129 | -2.3% | -$5.08万 | 减仓 |
| NOBL | PROSHARES TR | $222.35万 | 0.05% | 39,592 | -3,522 | -8.2% | -$19.78万 | 减仓 |
| NKE | NIKE INC | $222.99万 | 0.05% | 53,784 | 21,127 | 64.7% | $87.59万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $230.80万 | 0.06% | 4,406 | -128 | -2.8% | -$6.71万 | 减仓 |
| IBB | ISHARES TR | $230.80万 | 0.06% | 12,135 | 134 | 1.1% | $2.55万 | 加仓 |
| CRM | SALESFORCE INC | $232.59万 | 0.06% | 14,817 | 7,014 | 89.9% | $110.10万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $239.39万 | 0.06% | 41,546 | -1,524 | -3.5% | -$8.78万 | 减仓 |
| MCD | MCDONALDS CORP | $240.91万 | 0.06% | 8,912 | -80 | -0.9% | -$2.16万 | 减仓 |
| ROST | ROSS STORES INC | $242.48万 | 0.06% | 11,392 | -3,445 | -23.2% | -$73.33万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $243.41万 | 0.06% | 33,732 | -179 | -0.5% | -$1.29万 | 减仓 |
| RNG | RINGCENTRAL INC | $249.40万 | 0.06% | 63,981 | -3,390 | -5.0% | -$13.21万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $250.77万 | 0.06% | 49,506 | 7,121 | 16.8% | $36.07万 | 加仓 |
| IBHH | ISHARES TR | $252.53万 | 0.06% | 107,460 | -16,220 | -13.1% | -$38.12万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $253.38万 | 0.06% | 27,923 | -3,240 | -10.4% | -$29.40万 | 减仓 |
| BE | BLOOM ENERGY CORP | $253.63万 | 0.06% | 8,379 | -20 | -0.2% | -$6,054 | 减仓 |
| DHR | DANAHER CORP DEL | $266.09万 | 0.07% | 13,940 | -129 | -0.9% | -$2.46万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $267.27万 | 0.07% | 32,174 | 175 | 0.5% | $1.45万 | 加仓 |
| PFFD | GLOBAL X FDS | $267.93万 | 0.07% | 143,356 | -9,062 | -5.9% | -$16.94万 | 减仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $269.94万 | 0.07% | 241,451 | 151 | 0.1% | $1,688 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $272.83万 | 0.07% | 75,514 | 731 | 1.0% | $2.64万 | 加仓 |
| EMB | ISHARES TR | $272.85万 | 0.07% | 28,292 | 4,704 | 19.9% | $45.37万 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $274.41万 | 0.07% | 60,046 | -16,148 | -21.2% | -$73.80万 | 减仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $276.54万 | 0.07% | 67,285 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $276.77万 | 0.07% | 20,441 | -1,767 | -8.0% | -$23.92万 | 减仓 |
| TIP | ISHARES TR | $276.95万 | 0.07% | 25,308 | 8,864 | 53.9% | $97.00万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $277.01万 | 0.07% | 9,851 | 186 | 1.9% | $5.23万 | 加仓 |
| IPAC | ISHARES TR | $277.51万 | 0.07% | 33,871 | -1,079 | -3.1% | -$8.84万 | 减仓 |
| ETN | EATON CORP PLC | $281.55万 | 0.07% | 6,607 | 3 | 0.0% | $1,278 | 加仓 |
| PG | PROCTER & GAMBLE CO | $293.59万 | 0.07% | 20,021 | -1,307 | -6.1% | -$19.17万 | 减仓 |
| VIS | VANGUARD WORLD FD | $297.43万 | 0.07% | 8,253 | -125 | -1.5% | -$4.50万 | 减仓 |
| FNCL | FIDELITY COVINGTON TRUST | $298.15万 | 0.07% | 38,943 | 653 | 1.7% | $5.00万 | 加仓 |