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 |
|---|---|---|---|---|---|---|---|---|
| SH | PROSHARES TR | $0 | 0.00% | 0 | -602,863 | -100.0% | -$2,286.66万 | 清仓 |
| XES | SPDR SERIES TRUST | $0 | 0.00% | 0 | -45,922 | -100.0% | -$534.21万 | 清仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $0 | 0.00% | 0 | -168,468 | -100.0% | -$291.79万 | 清仓 |
| — | HERITAGE COMM CORP | $0 | 0.00% | 0 | -92,556 | -100.0% | -$116.71万 | 清仓 |
| OUNZ | VANECK MERK GOLD ETF | $0 | 0.00% | 0 | -25,525 | -100.0% | -$114.99万 | 清仓 |
| GE | GE AEROSPACE | $0 | 0.00% | 0 | -3,846 | -100.0% | -$109.28万 | 清仓 |
| UL | UNILEVER PLC | $0 | 0.00% | 0 | -11,677 | -100.0% | -$67.17万 | 清仓 |
| GWW | WW GRAINGER INC | $0 | 0.00% | 0 | -540 | -100.0% | -$58.90万 | 清仓 |
| ECHO | ECHOSTAR CORP | $0 | 0.00% | 0 | -5,000 | -100.0% | -$58.53万 | 清仓 |
| FDS | FACTSET RESH SYS INC | $0 | 0.00% | 0 | -2,524 | -100.0% | -$54.77万 | 清仓 |
| APO | APOLLO GLOBAL MGMT INC | $0 | 0.00% | 0 | -3,379 | -100.0% | -$37.65万 | 清仓 |
| MLM | MARTIN MARIETTA MATLS INC | $0 | 0.00% | 0 | -599 | -100.0% | -$35.24万 | 清仓 |
| CRWV | COREWEAVE INC | $0 | 0.00% | 0 | -4,485 | -100.0% | -$34.75万 | 清仓 |
| CG | CARLYLE GROUP INC | $0 | 0.00% | 0 | -6,595 | -100.0% | -$31.92万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -693 | -100.0% | -$29.96万 | 清仓 |
| GIS | GENERAL MILLS INC | $0 | 0.00% | 0 | -6,819 | -100.0% | -$25.38万 | 清仓 |
| GM | GENERAL MTRS CO | $0 | 0.00% | 0 | -3,304 | -100.0% | -$24.62万 | 清仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $0 | 0.00% | 0 | -2,617 | -100.0% | -$24.16万 | 清仓 |
| SRPT | SAREPTA THERAPEUTICS INC | $0 | 0.00% | 0 | -11,023 | -100.0% | -$23.99万 | 清仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $0 | 0.00% | 0 | -1,589 | -100.0% | -$21.62万 | 清仓 |
| JKHY | HENRY JACK & ASSOC INC | $0 | 0.00% | 0 | -1,362 | -100.0% | -$21.53万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -751 | -100.0% | -$20.98万 | 清仓 |
| RAAX | VANECK ETF TRUST | $0 | 0.00% | 0 | -4,965 | -100.0% | -$20.21万 | 清仓 |
| SRE | SEMPRA | $0 | 0.00% | 0 | -2,065 | -100.0% | -$20.18万 | 清仓 |
| DG | DOLLAR GEN CORP | $0 | 0.00% | 0 | -1,693 | -100.0% | -$20.10万 | 清仓 |
| AES | AES CORP | $0 | 0.00% | 0 | -12,016 | -100.0% | -$16.93万 | 清仓 |
| — | CUE BIOPHARMA INC | $0 | 0.00% | 0 | -478,500 | -100.0% | -$11.00万 | 清仓 |
| INV | INNVENTURE INC | $0 | 0.00% | 0 | -21,600 | -100.0% | -$8.45万 | 清仓 |
| TE | T1 ENERGY INC | $0 | 0.00% | 0 | -17,700 | -100.0% | -$7.77万 | 清仓 |
| — | ESTRELLA IMMUNOPHARMA INC | $1,560 | 0.00% | 12,000 | 0 | 0.0% | — | 不变 |
| — | COGNITION THERAPEUTICS INC | $1.15万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | PLAYSTUDIOS INC | $1.48万 | 0.00% | 29,600 | -1,000 | -3.3% | -$499 | 减仓 |
| KOS | KOSMOS ENERGY LTD | $2.53万 | 0.00% | 12,000 | 0 | 0.0% | — | 不变 |
| — | DYADIC INTL INC DEL | $2.69万 | 0.00% | 29,969 | 0 | 0.0% | — | 不变 |
| — | ANNOVIS BIO INC | $3.46万 | 0.00% | 18,579 | 0 | 0.0% | — | 不变 |
| RC | READY CAPITAL CORP | $3.60万 | 0.00% | 20,448 | 0 | 0.0% | — | 不变 |
| GRAB | GRAB HOLDINGS LIMITED | $3.77万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | SENSTAR TECHNOLOGIES CORP | $3.90万 | 0.00% | 20,233 | 0 | 0.0% | — | 不变 |
| — | WRAP TECHNOLOGIES INC | $4.35万 | 0.00% | 33,699 | -4,947 | -12.8% | -$6,382 | 减仓 |
| — | ANIXA BIOSCIENCES INC | $4.38万 | 0.00% | 15,649 | 0 | 0.0% | — | 不变 |
| — | TEADS HLDG CO | $4.46万 | 0.00% | 58,198 | -58,197 | -50.0% | -$4.46万 | 减仓 |
| LYG | LLOYDS BANKING GROUP PLC | $8.59万 | 0.00% | 14,735 | 455 | 3.2% | $2,653 | 加仓 |
| LAR | LITHIUM ARGENTINA AG | $11.55万 | 0.00% | 13,965 | -510 | -3.5% | -$4,218 | 减仓 |
| GGN | GAMCO GLOBAL GOLD NAT RES & | $11.69万 | 0.00% | 24,148 | 0 | 0.0% | — | 不变 |
| — | TTEC HLDGS INC | $13.87万 | 0.00% | 71,491 | -7,900 | -10.0% | -$1.53万 | 减仓 |
| QS | QUANTUMSCAPE CORP | $14.26万 | 0.00% | 18,856 | 0 | 0.0% | — | 不变 |
| — | ATAIBECKLEY INC | $14.91万 | 0.00% | 28,297 | 0 | 0.0% | — | 不变 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $15.79万 | 0.00% | 12,136 | 74 | 0.6% | $963 | 加仓 |
| MBLY | MOBILEYE GLOBAL INC | $16.00万 | 0.00% | 16,525 | -350 | -2.1% | -$3,388 | 减仓 |
| ACHV | ACHIEVE LIFE SCIENCE INC | $16.32万 | 0.00% | 25,000 | 5,000 | 25.0% | $3.27万 | 加仓 |
| MUC | BLACKROCK MUNIHLDNGS CALI | $17.12万 | 0.00% | 15,500 | 15,500 | — | $17.12万 | 新建仓 |
| RLMD | RELMADA THERAPEUTICS INC | $17.30万 | 0.00% | 25,000 | 0 | 0.0% | — | 不变 |
| WEN | WENDYS CO | $18.43万 | 0.00% | 22,232 | -2,000 | -8.3% | -$1.66万 | 减仓 |
| WMG | WARNER MUSIC GROUP CORP | $20.00万 | 0.00% | 7,390 | -10 | -0.1% | -$271 | 重新持有 |
| SPYV | SPDR SERIES TRUST | $20.13万 | 0.00% | 3,311 | -562 | -14.5% | -$3.42万 | 重新持有 |
| AEM | AGNICO EAGLE MINES LTD | $20.14万 | 0.00% | 1,298 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $20.31万 | 0.01% | 643 | -18 | -2.7% | -$5,686 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $20.47万 | 0.01% | 1,496 | -525 | -26.0% | -$7.18万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $20.57万 | 0.01% | 213 | 213 | — | $20.57万 | 新建仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $20.60万 | 0.01% | 1,612 | -6,200 | -79.4% | -$79.24万 | 重新持有 |
| IDEF | BLACKROCK ETF TRUST | $20.64万 | 0.01% | 6,496 | 6,496 | — | $20.64万 | 新建仓 |
| NAIL | DIREXION SHARES ETF TRUST | $20.80万 | 0.01% | 4,000 | 4,000 | — | $20.80万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $20.84万 | 0.01% | 420 | 420 | — | $20.84万 | 新建仓 |
| ITM | VANECK ETF TRUST | $20.94万 | 0.01% | 4,457 | 0 | 0.0% | — | 不变 |
| IIIN | INSTEEL INDS INC | $21.14万 | 0.01% | 7,000 | -150 | -2.1% | -$4,530 | 减仓 |
| COWZ | PACER FDS TR | $21.20万 | 0.01% | 3,408 | 3,408 | — | $21.20万 | 新建仓 |
| FNDB | SCHWAB STRATEGIC TR | $21.23万 | 0.01% | 6,969 | 6,969 | — | $21.23万 | 新建仓 |
| PCAR | PACCAR INC | $21.30万 | 0.01% | 1,773 | 8 | 0.5% | $961 | 加仓 |
| EME | EMCOR GROUP INC | $21.49万 | 0.01% | 259 | 259 | — | $21.49万 | 新建仓 |
| HEDG | SERIES PORTFOLIOS TR | $21.50万 | 0.01% | 7,166 | -39 | -0.5% | -$1,170 | 减仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $21.51万 | 0.01% | 1,370 | 1,370 | — | $21.51万 | 新建仓 |
| VLTO | VERALTO CORP | $21.55万 | 0.01% | 2,427 | -30 | -1.2% | -$2,664 | 减仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $21.87万 | 0.01% | 3,211 | 3,211 | — | $21.87万 | 新建仓 |
| ESS | ESSEX PPTY TR INC | $21.95万 | 0.01% | 746 | -23 | -3.0% | -$6,766 | 重新持有 |
| MBB | ISHARES TR | $21.98万 | 0.01% | 2,325 | 2,325 | — | $21.98万 | 新建仓 |
| TTC | TORO CO | $22.05万 | 0.01% | 2,254 | 0 | 0.0% | — | 不变 |
| BLCR | BLACKROCK ETF TRUST | $22.08万 | 0.01% | 4,383 | 4,383 | — | $22.08万 | 新建仓 |
| TLH | ISHARES TR | $22.27万 | 0.01% | 2,219 | -293 | -11.7% | -$2.94万 | 减仓 |
| TOST | TOAST INC | $22.41万 | 0.01% | 8,055 | 2,391 | 42.2% | $6.65万 | 重新持有 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $22.50万 | 0.01% | 5,173 | 0 | 0.0% | — | 不变 |
| UNM | UNUM GROUP | $22.76万 | 0.01% | 2,546 | 2,546 | — | $22.76万 | 新建仓 |
| BBH | VANECK ETF TRUST | $22.91万 | 0.01% | 1,127 | -275 | -19.6% | -$5.59万 | 减仓 |
| GDEC | FIRST TR EXCHNG TRADED FD VI | $23.01万 | 0.01% | 5,781 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $23.05万 | 0.01% | 2,758 | 2,758 | — | $23.05万 | 新建仓 |
| HRB | BLOCK H & R INC | $23.10万 | 0.01% | 5,999 | 99 | 1.7% | $3,812 | 重新持有 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $23.14万 | 0.01% | 2,852 | -1,278 | -30.9% | -$10.37万 | 重新持有 |
| KHPI | MANAGED PORTFOLIO SER | $23.21万 | 0.01% | 8,966 | 8,966 | — | $23.21万 | 新建仓 |
| TCHP | T ROWE PRICE EXCHANGE-TRADED | $23.44万 | 0.01% | 4,679 | -5,264 | -52.9% | -$26.37万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $23.46万 | 0.01% | 2,089 | -19 | -0.9% | -$2,134 | 减仓 |
| ALGT | ALLEGIANT TRAVEL CO | $23.53万 | 0.01% | 2,001 | 2,001 | — | $23.53万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $23.57万 | 0.01% | 2,570 | -15 | -0.6% | -$1,375 | 减仓 |
| SPYG | SPDR SERIES TRUST | $23.60万 | 0.01% | 1,983 | -2,671 | -57.4% | -$31.78万 | 重新持有 |
| WD | WALKER & DUNLOP INC | $23.69万 | 0.01% | 4,330 | 4,330 | — | $23.69万 | 新建仓 |
| SCZ | ISHARES TR | $23.81万 | 0.01% | 2,894 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $23.81万 | 0.01% | 1,440 | -12 | -0.8% | -$1,984 | 减仓 |
| FDX | FEDEX CORP | $23.90万 | 0.01% | 760 | -5 | -0.7% | -$1,572 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $23.90万 | 0.01% | 4,210 | 4,210 | — | $23.90万 | 新建仓 |
| IBDT | ISHARES TR | $24.02万 | 0.01% | 9,515 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $24.49万 | 0.01% | 1,109 | -12 | -1.1% | -$2,650 | 减仓 |
| STPZ | PIMCO ETF TR | $24.54万 | 0.01% | 4,600 | 4,600 | — | $24.54万 | 新建仓 |