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 |
|---|---|---|---|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TR 看跌期权 | $0 | 0.00% | 0 | -211,400 | -100.0% | -$1.44亿 | 清仓 |
| SPY | SPDR S&P 500 ETF TR 看涨期权 | $0 | 0.00% | 0 | -206,200 | -100.0% | -$1.41亿 | 清仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $0 | 0.00% | 0 | -7,884 | -100.0% | -$350.54万 | 清仓 |
| GGUS | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | -36,141 | -100.0% | -$230.08万 | 清仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -28,203 | -100.0% | -$213.92万 | 清仓 |
| MDB | MONGODB INC | $0 | 0.00% | 0 | -4,016 | -100.0% | -$168.55万 | 清仓 |
| TLT | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VONG | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VOD | VODAFONE GROUP PLC NEW | $0 | 0.00% | 0 | -68,396 | -100.0% | -$92.21万 | 清仓 |
| GSAT | GLOBALSTAR INC 看涨期权 | $0 | 0.00% | 0 | -15,000 | -100.0% | -$91.56万 | 清仓 |
| DSI | ISHARES TR | $0 | 0.00% | 0 | -6,806 | -100.0% | -$87.68万 | 清仓 |
| TWLO | TWILIO INC 看跌期权 | $0 | 0.00% | 0 | -6,100 | -100.0% | -$86.77万 | 清仓 |
| SPYG | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| REGN | REGENERON PHARMACEUTICALS | $0 | 0.00% | 0 | -636 | -100.0% | -$49.10万 | 清仓 |
| EEMV | ISHARES INC | $0 | 0.00% | 0 | -7,536 | -100.0% | -$48.26万 | 清仓 |
| AJG | GALLAGHER ARTHUR J & CO | $0 | 0.00% | 0 | -1,857 | -100.0% | -$48.06万 | 清仓 |
| AI | C3 AI INC 看涨期权 | $0 | 0.00% | 0 | -29,700 | -100.0% | -$45.73万 | 清仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ULTA | ULTA BEAUTY INC | $0 | 0.00% | 0 | -740 | -100.0% | -$44.77万 | 清仓 |
| PBR | PETROLEO BRASILEIRO SA PETRO | $0 | 0.00% | 0 | -36,506 | -100.0% | -$44.38万 | 清仓 |
| RKT | ROCKET COS INC 看跌期权 | $0 | 0.00% | 0 | -21,300 | -100.0% | -$41.24万 | 清仓 |
| PTC | PTC INC | $0 | 0.00% | 0 | -2,167 | -100.0% | -$37.76万 | 清仓 |
| ED | CONSOLIDATED EDISON INC | $0 | 0.00% | 0 | -3,763 | -100.0% | -$37.37万 | 清仓 |
| REG | REGENCY CTRS CORP | $0 | 0.00% | 0 | -5,301 | -100.0% | -$36.99万 | 清仓 |
| OTIS | OTIS WORLDWIDE CORP | $0 | 0.00% | 0 | -4,117 | -100.0% | -$35.97万 | 清仓 |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SCHK | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -9,291 | -100.0% | -$30.48万 | 清仓 |
| ARTY | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UAL | UNITED AIRLS HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLF | SELECT SECTOR SPDR TR 看跌期权 | $0 | 0.00% | 0 | -5,000 | -100.0% | -$27.39万 | 清仓 |
| SETM | SPROTT FDS TR | $0 | 0.00% | 0 | -9,440 | -100.0% | -$27.33万 | 清仓 |
| HRB | BLOCK H & R INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BUG | GLOBAL X FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IGV | ISHARES TR | $0 | 0.00% | 0 | -2,297 | -100.0% | -$24.28万 | 清仓 |
| WYNN | WYNN RESORTS LTD | $0 | 0.00% | 0 | -1,950 | -100.0% | -$23.47万 | 清仓 |
| — | FIDELITY ETHEREUM FD | $0 | 0.00% | 0 | -7,825 | -100.0% | -$23.17万 | 清仓 |
| VEEV | VEEVA SYS INC | $0 | 0.00% | 0 | -1,035 | -100.0% | -$23.12万 | 清仓 |
| EL | LAUDER ESTEE COS INC | $0 | 0.00% | 0 | -2,186 | -100.0% | -$22.90万 | 清仓 |
| WMG | WARNER MUSIC GROUP CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ALL | ALLSTATE CORP | $0 | 0.00% | 0 | -1,079 | -100.0% | -$22.57万 | 清仓 |
| SPYV | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CHWY | CHEWY INC | $0 | 0.00% | 0 | -6,496 | -100.0% | -$21.47万 | 清仓 |
| SCHH | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -10,250 | -100.0% | -$21.41万 | 清仓 |
| TLN | TALEN ENERGY CORP | $0 | 0.00% | 0 | -569 | -100.0% | -$21.33万 | 清仓 |
| IMCR | IMMUNOCORE HLDGS PLC | $0 | 0.00% | 0 | -6,030 | -100.0% | -$20.93万 | 清仓 |
| VST | VISTRA CORP | $0 | 0.00% | 0 | -1,280 | -100.0% | -$20.65万 | 清仓 |
| CTVA | CORTEVA INC | $0 | 0.00% | 0 | -3,057 | -100.0% | -$20.49万 | 清仓 |
| — | EXACT SCIENCES CORP | $0 | 0.00% | 0 | -2,000 | -100.0% | -$20.31万 | 清仓 |
| ESS | ESSEX PPTY TR INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TOST | TOAST INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $0 | 0.00% | 0 | -1,000 | -100.0% | -$18.65万 | 清仓 |
| VNDA | VANDA PHARMACEUTICALS INC 看跌期权 | $0 | 0.00% | 0 | -18,000 | -100.0% | -$15.88万 | 清仓 |
| PFE | PFIZER INC 看涨期权 | $0 | 0.00% | 0 | -5,400 | -100.0% | -$13.45万 | 清仓 |
| GSBD | GOLDMAN SACHS BDC INC | $0 | 0.00% | 0 | -13,669 | -100.0% | -$13.12万 | 清仓 |
| — | ATAI BECKLEY NV | $0 | 0.00% | 0 | -28,297 | -100.0% | -$11.57万 | 清仓 |
| VNDA | VANDA PHARMACEUTICALS INC 看涨期权 | $0 | 0.00% | 0 | -12,000 | -100.0% | -$10.58万 | 清仓 |
| SNAP | SNAP INC 看涨期权 | $0 | 0.00% | 0 | -10,800 | -100.0% | -$8.72万 | 清仓 |
| SLV | ISHARES SILVER TR 看涨期权 | $0 | 0.00% | 0 | -1,000 | -100.0% | -$6.44万 | 清仓 |
| — | DIREXION SHS ETF TR 看涨期权 | $0 | 0.00% | 0 | -18,000 | -100.0% | -$5.63万 | 清仓 |
| — | WRAP TECHNOLOGIES INC 看涨期权 | $0 | 0.00% | 0 | -21,000 | -100.0% | -$5.00万 | 清仓 |
| — | ADVISORSHARES TR 看涨期权 | $0 | 0.00% | 0 | -10,800 | -100.0% | -$4.84万 | 清仓 |
| CRON | CRONOS GROUP INC 看涨期权 | $0 | 0.00% | 0 | -14,000 | -100.0% | -$3.68万 | 清仓 |
| GERN | GERON CORP 看涨期权 | $0 | 0.00% | 0 | -20,200 | -100.0% | -$2.67万 | 清仓 |
| — | DIREXION SHS ETF TR | $0 | 0.00% | 0 | -8,001 | -100.0% | -$2.50万 | 清仓 |
| — | ADVISORSHARES TR | $0 | 0.00% | 0 | -5,401 | -100.0% | -$2.42万 | 清仓 |
| — | LIFEWARD LTD 看涨期权 | $0 | 0.00% | 0 | -29,700 | -100.0% | -$1.71万 | 清仓 |
| — | PHIO PHARMACEUTICALS CORP | $0 | 0.00% | 0 | -10,800 | -100.0% | -$1.13万 | 清仓 |
| AI | C3 AI INC | $0 | 0.00% | 0 | -800 | -100.0% | -$1.08万 | 清仓 |
| CRON | CRONOS GROUP INC | $0 | 0.00% | 0 | -4,001 | -100.0% | -$1.05万 | 清仓 |
| — | CANOPY GROWTH CORP 看涨期权 | $0 | 0.00% | 0 | -9,000 | -100.0% | -$1.03万 | 清仓 |
| — | CANOPY GROWTH CORP | $0 | 0.00% | 0 | -5,637 | -100.0% | -$6,426 | 清仓 |
| — | LIFEWARD LTD | $0 | 0.00% | 0 | -10,800 | -100.0% | -$6,227 | 清仓 |
| VNDA | VANDA PHARMACEUTICALS INC | $0 | 0.00% | 0 | -600 | -100.0% | -$5,292 | 清仓 |
| SNAP | SNAP INC | $0 | 0.00% | 0 | -564 | -100.0% | -$4,551 | 清仓 |
| GERN | GERON CORP | $0 | 0.00% | 0 | -1,000 | -100.0% | -$1,320 | 清仓 |
| — | ESTRELLA IMMUNOPHARMA INC | $900 | 0.00% | 12,000 | -14,000 | -53.8% | -$1,049 | 减仓 |
| — | COGNITION THERAPEUTICS INC | $7,595 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | PLAYSTUDIOS INC | $1.44万 | 0.00% | 30,600 | -3,200 | -9.5% | -$1,501 | 减仓 |
| — | DYADIC INTL INC DEL | $2.46万 | 0.00% | 29,969 | 0 | 0.0% | — | 不变 |
| RC | READY CAPITAL CORP | $3.33万 | 0.00% | 20,448 | -7,248 | -26.2% | -$1.18万 | 减仓 |
| KOS | KOSMOS ENERGY LTD | $3.34万 | 0.00% | 12,000 | -15,000 | -55.6% | -$4.17万 | 减仓 |
| GRAB | GRAB HOLDINGS LIMITED | $3.66万 | 0.00% | 10,000 | 10,000 | — | $3.66万 | 新建仓 |
| — | ANIXA BIOSCIENCES INC | $4.04万 | 0.00% | 15,649 | 0 | 0.0% | — | 不变 |
| — | ANNOVIS BIO INC | $4.14万 | 0.00% | 18,579 | 0 | 0.0% | — | 不变 |
| ACHV | ACHIEVE LIFE SCIENCE INC | $5.88万 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |
| — | WRAP TECHNOLOGIES INC | $5.95万 | 0.00% | 38,646 | 2,447 | 6.8% | $3,768 | 加仓 |
| — | SENSTAR TECHNOLOGIES CORP | $6.13万 | 0.00% | 20,233 | 0 | 0.0% | — | 不变 |
| LYG | LLOYDS BANKING GROUP PLC | $7.18万 | 0.00% | 14,280 | 740 | 5.5% | $3,722 | 加仓 |
| — | TEADS HLDG CO | $7.67万 | 0.00% | 116,395 | 0 | 0.0% | — | 不变 |
| TE | T1 ENERGY INC | $7.77万 | 0.00% | 17,700 | 0 | 0.0% | — | 不变 |
| INV | INNVENTURE INC | $8.45万 | 0.00% | 21,600 | 0 | 0.0% | — | 不变 |
| LAR | LITHIUM ARGENTINA AG | $9.67万 | 0.00% | 14,475 | -4,775 | -24.8% | -$3.19万 | 重新持有 |
| — | ATAIBECKLEY INC | $10.02万 | 0.00% | 28,297 | 28,297 | — | $10.02万 | 新建仓 |
| — | CUE BIOPHARMA INC | $11.00万 | 0.00% | 478,500 | 0 | 0.0% | — | 不变 |
| MBLY | MOBILEYE GLOBAL INC | $11.59万 | 0.00% | 16,875 | -10 | -0.1% | -$69 | 减仓 |
| QS | QUANTUMSCAPE CORP | $12.03万 | 0.00% | 18,856 | 18,856 | — | $12.03万 | 新建仓 |
| GGN | GAMCO GLOBAL GOLD NAT RES & | $12.85万 | 0.00% | 24,148 | 0 | 0.0% | — | 不变 |
| WEN | WENDYS CO | $16.84万 | 0.00% | 24,232 | 2,823 | 13.2% | $1.96万 | 加仓 |
| AES | AES CORP | $16.93万 | 0.00% | 12,016 | -2,185 | -15.4% | -$3.08万 | 减仓 |
| RLMD | RELMADA THERAPEUTICS INC | $17.40万 | 0.00% | 25,000 | 0 | 0.0% | — | 不变 |