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 |
|---|---|---|---|---|---|---|---|---|
| DFUS | DIMENSIONAL ETF TRUST | $785.02万 | 0.22% | 110,707 | -199 | -0.2% | -$1.41万 | 减仓 |
| VFH | VANGUARD WORLD FD | $786.41万 | 0.22% | 65,095 | -695 | -1.1% | -$8.40万 | 减仓 |
| IBTJ | ISHARES TR | $790.03万 | 0.22% | 361,685 | 13,557 | 3.9% | $29.61万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $793.22万 | 0.22% | 26,224 | 250 | 1.0% | $7.56万 | 加仓 |
| BX | BLACKSTONE INC | $810.23万 | 0.23% | 70,461 | 4,612 | 7.0% | $53.03万 | 加仓 |
| FXI | ISHARES TR | $821.43万 | 0.23% | 228,811 | 117,016 | 104.7% | $420.09万 | 加仓 |
| ESGD | ISHARES TR | $859.80万 | 0.24% | 89,918 | -2,358 | -2.6% | -$22.55万 | 减仓 |
| AMGN | AMGEN INC | $864.56万 | 0.24% | 24,572 | 352 | 1.5% | $12.39万 | 加仓 |
| RTX | RTX CORPORATION | $869.62万 | 0.24% | 45,081 | 303 | 0.7% | $5.84万 | 加仓 |
| IXJ | ISHARES TR | $870.93万 | 0.24% | 93,108 | 6,106 | 7.0% | $57.12万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $873.78万 | 0.24% | 161,661 | -2,562 | -1.6% | -$13.85万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $879.03万 | 0.25% | 20,698 | 866 | 4.4% | $36.78万 | 加仓 |
| HD | HOME DEPOT INC | $894.11万 | 0.25% | 27,186 | 5,295 | 24.2% | $174.15万 | 加仓 |
| EFA | ISHARES TR | $904.57万 | 0.25% | 93,130 | 2,891 | 3.2% | $28.08万 | 加仓 |
| SGOV | ISHARES TR | $909.56万 | 0.25% | 90,360 | -9,302 | -9.3% | -$93.63万 | 减仓 |
| SUSL | ISHARES TR | $909.67万 | 0.25% | 80,075 | 7,443 | 10.2% | $84.55万 | 加仓 |
| GSK | GSK PLC | $913.87万 | 0.26% | 164,166 | 2,504 | 1.5% | $13.94万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $925.61万 | 0.26% | 116,766 | -14,209 | -10.8% | -$112.63万 | 减仓 |
| V | VISA INC | $927.56万 | 0.26% | 30,690 | -1,697 | -5.2% | -$51.29万 | 减仓 |
| BBEU | J P MORGAN EXCHANGE TRADED F | $949.68万 | 0.27% | 131,153 | -1,199 | -0.9% | -$8.68万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $962.94万 | 0.27% | 86,861 | -97,191 | -52.8% | -$1,077.46万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $1,030.30万 | 0.29% | 34,088 | 3,438 | 11.2% | $103.91万 | 加仓 |
| META | META PLATFORMS INC | $1,041.48万 | 0.29% | 18,204 | -1,336 | -6.8% | -$76.43万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,072.54万 | 0.30% | 72,420 | -2,082 | -2.8% | -$30.83万 | 减仓 |
| GSAT | GLOBALSTAR INC | $1,086.07万 | 0.30% | 163,515 | 9,551 | 6.2% | $63.44万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,097.98万 | 0.31% | 175,817 | -938 | -0.5% | -$5.86万 | 减仓 |
| BAC | BANK AMERICA CORP | $1,101.78万 | 0.31% | 226,007 | 178,080 | 371.6% | $868.14万 | 加仓 |
| MRK | MERCK & CO INC | $1,116.46万 | 0.31% | 92,163 | -2 | -0.0% | -$242 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $1,121.05万 | 0.31% | 227,071 | -129,090 | -36.2% | -$637.32万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $1,122.14万 | 0.31% | 25,691 | -12,933 | -33.5% | -$564.89万 | 减仓 |
| HEZU | ISHARES TR | $1,125.57万 | 0.32% | 257,568 | -1,425 | -0.6% | -$6.23万 | 减仓 |
| MOAT | VANECK ETF TRUST | $1,198.11万 | 0.34% | 123,900 | -995 | -0.8% | -$9.62万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $1,208.28万 | 0.34% | 46,951 | 400 | 0.9% | $10.29万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,216.68万 | 0.34% | 25,390 | -1,040 | -3.9% | -$49.84万 | 减仓 |
| USIG | ISHARES TR | $1,219.12万 | 0.34% | 237,969 | -7,993 | -3.2% | -$40.95万 | 减仓 |
| ITOT | ISHARES TR | $1,219.64万 | 0.34% | 85,631 | -42,819 | -33.3% | -$609.87万 | 减仓 |
| PFF | ISHARES TR | $1,292.95万 | 0.36% | 426,435 | -18,525 | -4.2% | -$56.17万 | 减仓 |
| AVGO | BROADCOM INC | $1,305.17万 | 0.37% | 42,169 | 7,005 | 19.9% | $216.81万 | 加仓 |
| IBDU | ISHARES TR | $1,307.55万 | 0.37% | 562,146 | 48,498 | 9.4% | $112.81万 | 加仓 |
| PAVE | GLOBAL X FDS | $1,327.56万 | 0.37% | 261,279 | 3,253 | 1.3% | $16.53万 | 加仓 |
| BGC | BGC GROUP INC | $1,345.89万 | 0.38% | 1,376,167 | -629,409 | -31.4% | -$615.56万 | 减仓 |
| LLY | ELI LILLY & CO | $1,350.51万 | 0.38% | 14,683 | -61 | -0.4% | -$5.61万 | 减仓 |
| IJH | ISHARES TR | $1,366.10万 | 0.38% | 202,296 | 1,038 | 0.5% | $7.01万 | 加仓 |
| ABBV | ABBVIE INC | $1,388.65万 | 0.39% | 63,849 | 631 | 1.0% | $13.72万 | 加仓 |
| IWM | ISHARES TR | $1,405.64万 | 0.39% | 56,679 | 10,380 | 22.4% | $257.42万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $1,428.91万 | 0.40% | 103,305 | 16,166 | 18.6% | $223.61万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $1,464.70万 | 0.41% | 431,174 | 384 | 0.1% | $1.30万 | 加仓 |
| — | HENNESSY FDS TR | $1,570.33万 | 0.44% | 462,380 | 269,624 | 139.9% | $915.70万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $1,582.01万 | 0.44% | 157,901 | 21,245 | 15.5% | $212.85万 | 加仓 |
| CAT | CATERPILLAR INC | $1,610.19万 | 0.45% | 22,728 | 253 | 1.1% | $17.92万 | 加仓 |
| MUB | ISHARES TR | $1,622.00万 | 0.45% | 152,802 | 24,699 | 19.3% | $262.18万 | 加仓 |
| EFV | ISHARES TR | $1,695.96万 | 0.48% | 228,105 | -10,134 | -4.3% | -$75.35万 | 减仓 |
| IJR | ISHARES TR | $1,702.21万 | 0.48% | 136,932 | 47,737 | 53.5% | $593.42万 | 加仓 |
| UUUU | ENERGY FUELS INC | $1,720.24万 | 0.48% | 942,600 | -735,636 | -43.8% | -$1,342.54万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,853.70万 | 0.52% | 18,603 | -86 | -0.5% | -$8.57万 | 减仓 |
| GOOGL | ALPHABET INC | $2,071.08万 | 0.58% | 72,022 | -3,129 | -4.2% | -$89.98万 | 减仓 |
| DGRO | ISHARES TR | $2,110.65万 | 0.59% | 300,748 | -5,931 | -1.9% | -$41.62万 | 减仓 |
| — | EVOLUTION METALS & TECH CORP | $2,248.18万 | 0.63% | 2,962,026 | 2,962,026 | — | $2,248.18万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $2,254.57万 | 0.63% | 76,645 | -22,000 | -22.3% | -$647.15万 | 减仓 |
| SH | PROSHARES TR | $2,286.66万 | 0.64% | 602,863 | 602,863 | — | $2,286.66万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $2,304.47万 | 0.65% | 142,489 | 8,995 | 6.7% | $145.48万 | 加仓 |
| VGT | VANGUARD WORLD FD | $2,376.40万 | 0.67% | 34,059 | -272 | -0.8% | -$18.98万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $2,379.09万 | 0.67% | 179,014 | -32,258 | -15.3% | -$428.71万 | 减仓 |
| QQQ | INVESCO QQQ TR | $2,434.86万 | 0.68% | 42,186 | 941 | 2.3% | $54.31万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $2,478.80万 | 0.69% | 126,341 | -2,566 | -2.0% | -$50.34万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $2,804.76万 | 0.79% | 721,760 | -2,920 | -0.4% | -$11.35万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $2,857.43万 | 0.80% | 354,608 | 119,777 | 51.0% | $965.16万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $2,930.46万 | 0.82% | 152,692 | -3,561 | -2.3% | -$68.34万 | 减仓 |
| GLD | SPDR GOLD TR | $2,982.08万 | 0.84% | 69,304 | 3,072 | 4.6% | $132.19万 | 加仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $2,995.70万 | 0.84% | 255,650 | -535,833 | -67.7% | -$6,278.89万 | 减仓 |
| IWB | ISHARES TR | $3,036.40万 | 0.85% | 85,158 | 4 | 0.0% | $1,426 | 加仓 |
| IWR | ISHARES TR | $3,068.48万 | 0.86% | 315,590 | 124,174 | 64.9% | $1,207.34万 | 加仓 |
| IWF | ISHARES TR | $3,381.55万 | 0.95% | 79,305 | -967 | -1.2% | -$41.23万 | 减仓 |
| AMZN | AMAZON COM INC | $3,475.62万 | 0.97% | 166,881 | -54 | -0.0% | -$1.12万 | 减仓 |
| GOOG | ALPHABET INC | $3,948.10万 | 1.11% | 137,632 | 1,854 | 1.4% | $53.18万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $4,154.05万 | 1.16% | 503,948 | 79,330 | 18.7% | $653.92万 | 重新持有 |
| VTI | VANGUARD INDEX FDS | $4,525.58万 | 1.27% | 141,067 | -27,476 | -16.3% | -$881.46万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $4,688.57万 | 1.31% | 71,897 | -11,329 | -13.6% | -$738.79万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $5,764.19万 | 1.61% | 330,497 | 2,556 | 0.8% | $44.58万 | 加仓 |
| MSFT | MICROSOFT CORP | $5,902.32万 | 1.65% | 159,449 | -8,034 | -4.8% | -$297.39万 | 减仓 |
| AGG | ISHARES TR | $6,574.64万 | 1.84% | 662,299 | 89,678 | 15.7% | $890.23万 | 加仓 |
| IEFA | ISHARES TR | $7,255.83万 | 2.03% | 801,484 | 254,760 | 46.6% | $2,306.34万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $9,102.20万 | 2.55% | 1,099,963 | 44,815 | 4.2% | $370.84万 | 加仓 |
| APP | APPLOVIN CORP | $9,659.35万 | 2.71% | 242,697 | -148,292 | -37.9% | -$5,902.03万 | 减仓 |
| IVV | ISHARES TR | $1.16亿 | 3.25% | 177,504 | -3,273 | -1.8% | -$213.80万 | 减仓 |
| IEMG | ISHARES INC | $1.18亿 | 3.29% | 1,685,804 | 295,734 | 21.3% | $2,062.74万 | 加仓 |
| AAPL | APPLE INC | $1.23亿 | 3.45% | 485,483 | -24,209 | -4.7% | -$614.40万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1.54亿 | 4.32% | 717,344 | 49,722 | 7.4% | $1,069.32万 | 重新持有 |
| VEA | VANGUARD TAX-MANAGED FDS | $1.71亿 | 4.79% | 2,669,304 | 506,460 | 23.4% | $3,245.40万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $3.78亿 | 10.59% | 632,460 | 218,379 | 52.7% | $1.30亿 | 加仓 |