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 |
|---|---|---|---|---|---|---|---|---|
| BBEU | J P MORGAN EXCHANGE TRADED F | $998.46万 | 0.25% | 128,386 | -2,767 | -2.1% | -$21.52万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,001.91万 | 0.25% | 167,853 | 6,192 | 3.8% | $36.96万 | 加仓 |
| SUSL | ISHARES TR | $1,032.12万 | 0.25% | 77,743 | -2,332 | -2.9% | -$30.96万 | 减仓 |
| V | VISA INC | $1,055.17万 | 0.26% | 30,755 | 65 | 0.2% | $2.23万 | 加仓 |
| META | META PLATFORMS INC | $1,085.14万 | 0.27% | 19,264 | 1,060 | 5.8% | $59.71万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,112.96万 | 0.27% | 22,242 | -3,148 | -12.4% | -$157.52万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $1,118.69万 | 0.28% | 208,672 | -18,399 | -8.1% | -$98.64万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,128.32万 | 0.28% | 71,399 | -1,021 | -1.4% | -$16.13万 | 减仓 |
| IXJ | ISHARES TR | $1,139.96万 | 0.28% | 115,873 | 22,765 | 24.5% | $223.96万 | 加仓 |
| MRK | MERCK & CO INC | $1,156.02万 | 0.28% | 89,372 | -2,791 | -3.0% | -$36.10万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $1,168.87万 | 0.29% | 20,850 | 152 | 0.7% | $8.52万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,231.06万 | 0.30% | 176,118 | 301 | 0.2% | $2.10万 | 加仓 |
| USIG | ISHARES TR | $1,245.98万 | 0.31% | 242,928 | 4,959 | 2.1% | $25.43万 | 加仓 |
| PFF | ISHARES TR | $1,282.01万 | 0.32% | 420,468 | -5,967 | -1.4% | -$18.19万 | 减仓 |
| BAC | BANK OF AMER CORP | $1,286.59万 | 0.32% | 225,797 | -210 | -0.1% | -$1.20万 | 减仓 |
| IBDU | ISHARES TR | $1,287.20万 | 0.32% | 555,787 | -6,359 | -1.1% | -$14.73万 | 减仓 |
| HEZU | ISHARES TR | $1,291.42万 | 0.32% | 257,497 | -71 | -0.0% | -$3,561 | 减仓 |
| UUUU | ENERGY FUELS INC | $1,378.24万 | 0.34% | 950,509 | 7,909 | 0.8% | $11.47万 | 加仓 |
| MOAT | VANECK ETF TRUST | $1,392.94万 | 0.34% | 133,988 | 10,088 | 8.1% | $104.87万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $1,400.65万 | 0.34% | 88,280 | 39,712 | 81.8% | $630.07万 | 加仓 |
| BGC | BGC GROUP INC | $1,411.63万 | 0.35% | 1,320,518 | -55,649 | -4.0% | -$59.49万 | 减仓 |
| PAVE | GLOBAL X FDS | $1,442.66万 | 0.36% | 244,424 | -16,855 | -6.5% | -$99.48万 | 减仓 |
| GBIL | GOLDMAN SACHS ETF TR | $1,446.07万 | 0.36% | 144,376 | -13,525 | -8.6% | -$135.47万 | 减仓 |
| ITOT | ISHARES TR | $1,534.37万 | 0.38% | 93,405 | 7,774 | 9.1% | $127.70万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $1,582.62万 | 0.39% | 429,593 | -1,581 | -0.4% | -$5.82万 | 减仓 |
| ABBV | ABBVIE INC | $1,604.38万 | 0.40% | 63,757 | -92 | -0.1% | -$2.32万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $1,623.44万 | 0.40% | 103,437 | 132 | 0.1% | $2.07万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $1,626.80万 | 0.40% | 44,485 | 10,397 | 30.5% | $380.22万 | 加仓 |
| IJH | ISHARES TR | $1,651.80万 | 0.41% | 214,214 | 11,918 | 5.9% | $91.90万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $1,671.72万 | 0.41% | 188,810 | -315,138 | -62.5% | -$2,790.22万 | 减仓 |
| — | HENNESSY FDS TR | $1,695.07万 | 0.42% | 440,133 | -22,247 | -4.8% | -$85.68万 | 减仓 |
| IWM | ISHARES TR | $1,706.90万 | 0.42% | 56,812 | 133 | 0.2% | $4.00万 | 加仓 |
| EFV | ISHARES TR | $1,714.04万 | 0.42% | 223,911 | -4,194 | -1.8% | -$32.11万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,715.24万 | 0.42% | 18,336 | -267 | -1.4% | -$24.98万 | 减仓 |
| LLY | ELI LILLY & CO | $1,725.30万 | 0.42% | 14,384 | -299 | -2.0% | -$35.86万 | 减仓 |
| MUB | ISHARES TR | $1,767.57万 | 0.44% | 164,242 | 11,440 | 7.5% | $123.12万 | 加仓 |
| IJR | ISHARES TR | $1,862.21万 | 0.46% | 125,562 | -11,370 | -8.3% | -$168.63万 | 减仓 |
| — | EVOLUTION METALS & TECH CORP | $1,939.01万 | 0.48% | 2,933,443 | -28,583 | -1.0% | -$18.89万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $2,072.72万 | 0.51% | 240,623 | 86,477 | 56.1% | $744.91万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $2,146.37万 | 0.53% | 70,074 | 23,123 | 49.2% | $708.26万 | 加仓 |
| DGRO | ISHARES TR | $2,195.45万 | 0.54% | 289,676 | -11,072 | -3.7% | -$83.91万 | 减仓 |
| CAT | CATERPILLAR INC | $2,402.87万 | 0.59% | 22,564 | -164 | -0.7% | -$17.46万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $2,460.07万 | 0.61% | 75,156 | -1,489 | -1.9% | -$48.74万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $2,506.67万 | 0.62% | 115,022 | -11,319 | -9.0% | -$246.67万 | 减仓 |
| GOOGL | ALPHABET INC | $2,540.16万 | 0.63% | 71,079 | -943 | -1.3% | -$33.70万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $2,571.30万 | 0.63% | 138,817 | -3,672 | -2.6% | -$68.02万 | 减仓 |
| VGT | VANGUARD WORLD FD | $2,595.71万 | 0.64% | 217,178 | -55,294 | -20.3% | -$660.87万 | 减仓 |
| SGOV | ISHARES TR | $2,881.33万 | 0.71% | 286,216 | 195,856 | 216.8% | $1,971.68万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3,237.43万 | 0.80% | 729,808 | 8,048 | 1.1% | $35.70万 | 加仓 |
| QQQ | INVESCO QQQ TR | $3,311.02万 | 0.82% | 44,914 | 2,728 | 6.5% | $201.11万 | 加仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $3,394.70万 | 0.84% | 251,982 | -3,668 | -1.4% | -$49.42万 | 减仓 |
| GLD | SPDR GOLD TR | $3,403.79万 | 0.84% | 92,399 | 23,095 | 33.3% | $850.77万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $3,456.55万 | 0.85% | 181,427 | 2,413 | 1.3% | $45.97万 | 加仓 |
| IWB | ISHARES TR | $3,487.36万 | 0.86% | 85,161 | 3 | 0.0% | $1,229 | 加仓 |
| IWF | ISHARES TR | $3,705.19万 | 0.91% | 298,396 | -18,824 | -5.9% | -$233.74万 | 减仓 |
| AMZN | AMAZON COM INC | $4,063.15万 | 1.00% | 170,477 | 3,596 | 2.2% | $85.71万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $4,934.53万 | 1.22% | 231,919 | 79,227 | 51.9% | $1,685.71万 | 加仓 |
| GOOG | ALPHABET INC | $4,966.57万 | 1.22% | 140,565 | 2,933 | 2.1% | $103.63万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $4,976.65万 | 1.23% | 515,769 | 161,161 | 45.4% | $1,555.04万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $5,343.03万 | 1.32% | 71,366 | -531 | -0.7% | -$39.75万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $5,466.46万 | 1.35% | 147,726 | 6,659 | 4.7% | $246.41万 | 加仓 |
| MSFT | MICROSOFT CORP | $5,835.85万 | 1.44% | 156,449 | -3,000 | -1.9% | -$111.91万 | 减仓 |
| IWR | ISHARES TR | $6,239.77万 | 1.54% | 565,606 | 250,016 | 79.2% | $2,758.18万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $6,655.13万 | 1.64% | 332,607 | 2,110 | 0.6% | $42.22万 | 加仓 |
| AGG | ISHARES TR | $7,048.29万 | 1.74% | 712,093 | 49,794 | 7.5% | $492.86万 | 加仓 |
| IEFA | ISHARES TR | $7,559.59万 | 1.86% | 782,729 | -18,755 | -2.3% | -$181.14万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $9,898.72万 | 2.44% | 1,197,667 | 97,704 | 8.9% | $807.52万 | 加仓 |
| IVV | ISHARES TR | $1.22亿 | 3.00% | 162,845 | -14,659 | -8.3% | -$1,097.80万 | 减仓 |
| IEMG | ISHARES INC | $1.25亿 | 3.07% | 1,507,188 | -178,616 | -10.6% | -$1,479.66万 | 减仓 |
| APP | APPLOVIN CORP | $1.25亿 | 3.08% | 242,689 | -8 | -0.0% | -$4,122 | 减仓 |
| AAPL | APPLE INC | $1.42亿 | 3.49% | 490,322 | 4,839 | 1.0% | $140.02万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1.82亿 | 4.48% | 768,127 | 50,783 | 7.1% | $1,201.63万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $2.08亿 | 5.12% | 2,917,758 | 248,454 | 9.3% | $1,770.23万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $4.57亿 | 11.25% | 665,340 | 32,880 | 5.2% | $2,258.23万 | 加仓 |