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 |
|---|---|---|---|---|---|---|---|---|
| DMXF | ISHARES TR | $301.12万 | 0.07% | 35,593 | 2,455 | 7.4% | $20.77万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $301.54万 | 0.07% | 59,616 | 1,715 | 3.0% | $8.67万 | 加仓 |
| IGSB | ISHARES TR | $301.58万 | 0.07% | 57,542 | -539 | -0.9% | -$2.82万 | 减仓 |
| UNP | UNION PAC CORP | $302.15万 | 0.07% | 11,109 | -798 | -6.7% | -$21.70万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $311.18万 | 0.08% | 107,451 | -1,868 | -1.7% | -$5.41万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $322.01万 | 0.08% | 59,609 | 30 | 0.1% | $1,621 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $323.48万 | 0.08% | 58,805 | 5 | 0.0% | $275 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $325.94万 | 0.08% | 36,276 | -500 | -1.4% | -$4.49万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $330.35万 | 0.08% | 6,583 | -350 | -5.0% | -$17.56万 | 减仓 |
| WFC | WELLS FARGO & CO | $335.02万 | 0.08% | 40,539 | -664 | -1.6% | -$5.49万 | 减仓 |
| XBI | SPDR SERIES TRUST | $340.89万 | 0.08% | 21,541 | 52 | 0.2% | $8,229 | 加仓 |
| BLK | BLACKROCK INC | $341.11万 | 0.08% | 3,547 | 3,547 | — | $341.11万 | 新建仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $342.42万 | 0.08% | 64,004 | 5,241 | 8.9% | $28.04万 | 加仓 |
| SLV | ISHARES SILVER TR | $345.82万 | 0.09% | 64,676 | 212 | 0.3% | $1.13万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $349.51万 | 0.09% | 65,809 | -54,667 | -45.4% | -$290.34万 | 减仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $352.91万 | 0.09% | 8,782 | -2 | -0.0% | -$804 | 减仓 |
| NMRK | NEWMARK GROUP INC | $353.60万 | 0.09% | 234,019 | -30,650 | -11.6% | -$46.31万 | 减仓 |
| GBDC | GOLUB CAP BDC INC | $355.08万 | 0.09% | 275,686 | -301 | -0.1% | -$3,877 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $356.02万 | 0.09% | 78,522 | -12,354 | -13.6% | -$56.01万 | 减仓 |
| GENI | GENIUS SPORTS LIMITED | $357.38万 | 0.09% | 589,740 | 95,555 | 19.3% | $57.91万 | 加仓 |
| GDX | VANECK ETF TRUST | $357.49万 | 0.09% | 47,381 | -20 | -0.0% | -$1,509 | 减仓 |
| PFE | PFIZER INC | $357.87万 | 0.09% | 148,619 | -9,864 | -6.2% | -$23.75万 | 减仓 |
| INTC | INTEL CORP | $362.83万 | 0.09% | 25,985 | -4,702 | -15.3% | -$65.65万 | 减仓 |
| CVX | CHEVRON CORPORATION | $363.87万 | 0.09% | 21,952 | 1,335 | 6.5% | $22.13万 | 加仓 |
| VFH | VANGUARD WORLD FD | $367.10万 | 0.09% | 27,895 | -37,200 | -57.1% | -$489.55万 | 减仓 |
| SOXX | ISHARES TR | $368.63万 | 0.09% | 5,753 | -216 | -3.6% | -$13.84万 | 减仓 |
| BA | BOEING CO | $369.27万 | 0.09% | 17,059 | -277 | -1.6% | -$6.00万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $372.99万 | 0.09% | 13,061 | 251 | 2.0% | $7.17万 | 加仓 |
| WM | WASTE MGMT INC DEL | $375.04万 | 0.09% | 16,827 | 104 | 0.6% | $2.32万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $375.97万 | 0.09% | 18,740 | 38 | 0.2% | $7,624 | 加仓 |
| IXUS | ISHARES TR | $380.13万 | 0.09% | 39,829 | -867 | -2.1% | -$8.27万 | 减仓 |
| NFLX | NETFLIX INC. | $382.67万 | 0.09% | 53,596 | -21,661 | -28.8% | -$154.66万 | 减仓 |
| ESGE | ISHARES INC | $382.86万 | 0.09% | 70,005 | 4,748 | 7.3% | $25.97万 | 加仓 |
| MO | ALTRIA GROUP INC | $388.06万 | 0.10% | 53,155 | -457 | -0.9% | -$3.34万 | 减仓 |
| IWP | ISHARES TR | $393.99万 | 0.10% | 26,910 | -109 | -0.4% | -$1.60万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $394.95万 | 0.10% | 3,422 | 556 | 19.4% | $64.17万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $397.17万 | 0.10% | 6,837 | -417 | -5.7% | -$24.22万 | 减仓 |
| SUSA | ISHARES TR | $431.30万 | 0.11% | 27,952 | -212 | -0.8% | -$3.27万 | 减仓 |
| VO | VANGUARD INDEX FDS | $431.53万 | 0.11% | 53,560 | -824 | -1.5% | -$6.64万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $442.67万 | 0.11% | 50,372 | -2,160 | -4.1% | -$18.98万 | 减仓 |
| TGT | TARGET CORP | $443.14万 | 0.11% | 33,929 | -57 | -0.2% | -$7,445 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $444.61万 | 0.11% | 110,516 | 100 | 0.1% | $4,023 | 加仓 |
| VB | VANGUARD INDEX FDS | $453.36万 | 0.11% | 14,956 | -1,772 | -10.6% | -$53.71万 | 减仓 |
| VIRT | VIRTU FINL INC | $464.63万 | 0.11% | 77,998 | 26 | 0.0% | $1,549 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $477.05万 | 0.12% | 81,967 | -3,453 | -4.0% | -$20.10万 | 减仓 |
| ASML | ASML HLDG NV | $480.87万 | 0.12% | 2,417 | 43 | 1.8% | $8.55万 | 加仓 |
| DBJP | DBX ETF TR | $481.88万 | 0.12% | 41,979 | -19 | -0.0% | -$2,181 | 减仓 |
| GSUS | GOLDMAN SACHS ETF TR | $492.78万 | 0.12% | 47,796 | -5,952 | -11.1% | -$61.37万 | 减仓 |
| — | EXXON MOBIL CORP | $497.73万 | 0.12% | 36,405 | -6,632 | -15.4% | -$90.67万 | 减仓 |
| IEI | ISHARES TR | $502.42万 | 0.12% | 42,777 | 432 | 1.0% | $5.07万 | 加仓 |
| CSCO | CISCO SYS INC | $511.14万 | 0.13% | 43,516 | -1,782 | -3.9% | -$20.93万 | 减仓 |
| SII | SPROTT INC | $521.12万 | 0.13% | 46,384 | -85 | -0.2% | -$9,550 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $524.20万 | 0.13% | 7 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $524.28万 | 0.13% | 17,534 | -506 | -2.8% | -$15.13万 | 减仓 |
| SMH | VANECK ETF TRUST | $535.34万 | 0.13% | 8,162 | 936 | 13.0% | $61.39万 | 加仓 |
| TSLA | TESLA INC | $536.04万 | 0.13% | 12,745 | -1,065 | -7.7% | -$44.79万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $543.22万 | 0.13% | 92,102 | -9,965 | -9.8% | -$58.77万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $575.23万 | 0.14% | 50,597 | -14 | -0.0% | -$1,592 | 减仓 |
| MINT | PIMCO ETF TR | $578.48万 | 0.14% | 57,384 | -4,788 | -7.7% | -$48.27万 | 减仓 |
| PWZ | INVESCO EXCH TRADED FD TR II | $583.82万 | 0.14% | 238,198 | 39,333 | 19.8% | $96.41万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $587.05万 | 0.14% | 29,709 | -675 | -2.2% | -$13.34万 | 减仓 |
| ORCL | ORACLE CORP | $593.27万 | 0.15% | 40,483 | 1,035 | 2.6% | $15.17万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $615.28万 | 0.15% | 180,965 | -100 | -0.1% | -$3,400 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $632.01万 | 0.16% | 24,885 | 289 | 1.2% | $7.34万 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $632.08万 | 0.16% | 54,636 | 87 | 0.2% | $1.01万 | 加仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $636.86万 | 0.16% | 69,258 | 15,309 | 28.4% | $140.77万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $656.98万 | 0.16% | 56,018 | 2,686 | 5.0% | $31.50万 | 加仓 |
| WMT | WALMART INC | $661.07万 | 0.16% | 58,367 | 92 | 0.2% | $1.04万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $664.64万 | 0.16% | 52,607 | -11 | -0.0% | -$1,390 | 减仓 |
| SCHY | SCHWAB STRATEGIC TR | $665.69万 | 0.16% | 209,797 | 9,673 | 4.8% | $30.69万 | 加仓 |
| EWT | ISHARES INC | $671.86万 | 0.17% | 61,860 | 61,860 | — | $671.86万 | 新建仓 |
| EAGG | ISHARES TR | $673.89万 | 0.17% | 142,142 | 7,231 | 5.4% | $34.28万 | 加仓 |
| EMXC | ISHARES INC | $702.25万 | 0.17% | 68,646 | 11,386 | 19.9% | $116.48万 | 加仓 |
| GOVT | ISHARES TR | $703.60万 | 0.17% | 308,865 | -2,760 | -0.9% | -$6.29万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $738.50万 | 0.18% | 86,384 | 8,984 | 11.6% | $76.80万 | 加仓 |
| HYLB | DBX ETF TR | $747.63万 | 0.18% | 204,719 | -11,878 | -5.5% | -$43.38万 | 减仓 |
| IVE | ISHARES TR | $769.42万 | 0.19% | 33,886 | -420 | -1.2% | -$9.54万 | 减仓 |
| AVGO | BROADCOM INC | $771.82万 | 0.19% | 20,432 | -21,737 | -51.5% | -$821.12万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $779.80万 | 0.19% | 48,273 | 48,273 | — | $779.80万 | 新建仓 |
| EEM | ISHARES TR | $785.37万 | 0.19% | 114,803 | -818 | -0.7% | -$5.60万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $791.89万 | 0.20% | 18,265 | 1,163 | 6.8% | $50.42万 | 加仓 |
| INDA | ISHARES TR | $797.25万 | 0.20% | 161,418 | 149,486 | 1,252.8% | $738.31万 | 加仓 |
| IBTJ | ISHARES TR | $807.86万 | 0.20% | 373,145 | 11,460 | 3.2% | $24.81万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $836.47万 | 0.21% | 102,083 | -8,624 | -7.8% | -$70.66万 | 减仓 |
| BX | BLACKSTONE INC | $838.25万 | 0.21% | 71,237 | 776 | 1.1% | $9.13万 | 加仓 |
| OEF | ISHARES TR | $856.48万 | 0.21% | 23,409 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $860.24万 | 0.21% | 45,340 | 259 | 0.6% | $4.91万 | 加仓 |
| GSK | GSK PLC | $863.50万 | 0.21% | 163,317 | -849 | -0.5% | -$4.49万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $870.71万 | 0.21% | 25,741 | -483 | -1.8% | -$16.34万 | 减仓 |
| AMGN | AMGEN INC | $888.12万 | 0.22% | 24,525 | -47 | -0.2% | -$1.70万 | 减仓 |
| GSAT | GLOBALSTAR INC | $890.99万 | 0.22% | 109,606 | -53,909 | -33.0% | -$438.23万 | 减仓 |
| HD | HOME DEPOT INC | $916.06万 | 0.23% | 25,974 | -1,212 | -4.5% | -$42.75万 | 减仓 |
| — | EA SERIES TRUST | $921.22万 | 0.23% | 180,115 | 180,115 | — | $921.22万 | 新建仓 |
| XLC | SELECT SECTOR SPDR TR | $921.28万 | 0.23% | 85,996 | -865 | -1.0% | -$9.27万 | 减仓 |
| IVW | ISHARES TR | $921.54万 | 0.23% | 67,006 | -413 | -0.6% | -$5.68万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $941.33万 | 0.23% | 119,110 | 2,344 | 2.0% | $18.52万 | 加仓 |
| EFA | ISHARES TR | $952.43万 | 0.23% | 91,686 | -1,444 | -1.6% | -$15.00万 | 减仓 |
| QCOM | QUALCOMM INC | $960.44万 | 0.24% | 51,975 | -32 | -0.1% | -$5,913 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $983.83万 | 0.24% | 310,258 | 56,959 | 22.5% | $180.62万 | 加仓 |
| ESGD | ISHARES TR | $986.66万 | 0.24% | 95,969 | 6,051 | 6.7% | $62.21万 | 加仓 |