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 |
|---|---|---|---|---|---|---|---|---|
| NFLX | NETFLIX INC. | $723.60万 | 0.20% | 75,257 | 1,167 | 1.6% | $11.22万 | 加仓 |
| GOVT | ISHARES TR | $713.93万 | 0.20% | 311,625 | -107,804 | -25.7% | -$246.98万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $712.05万 | 0.20% | 48,568 | -145 | -0.3% | -$2.13万 | 减仓 |
| QCOM | QUALCOMM INC | $669.75万 | 0.19% | 52,007 | -25 | -0.0% | -$3,220 | 减仓 |
| SII | SPROTT INC | $664.04万 | 0.19% | 46,469 | -56,083 | -54.7% | -$801.43万 | 减仓 |
| EEM | ISHARES TR | $656.61万 | 0.18% | 115,621 | 72 | 0.1% | $4,089 | 加仓 |
| EAGG | ISHARES TR | $641.50万 | 0.18% | 134,911 | 15,757 | 13.2% | $74.92万 | 加仓 |
| SCHY | SCHWAB STRATEGIC TR | $633.59万 | 0.18% | 200,124 | 7,527 | 3.9% | $23.83万 | 加仓 |
| MINT | PIMCO ETF TR | $625.27万 | 0.18% | 62,172 | 30,340 | 95.3% | $305.13万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $607.81万 | 0.17% | 102,067 | -124,682 | -55.0% | -$742.48万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $601.21万 | 0.17% | 24,596 | -2,823 | -10.3% | -$69.00万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $596.83万 | 0.17% | 77,400 | 27,935 | 56.5% | $215.41万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $581.21万 | 0.16% | 53,332 | -167 | -0.3% | -$1.82万 | 减仓 |
| ORCL | ORACLE CORP | $580.32万 | 0.16% | 39,448 | 4,833 | 14.0% | $71.10万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $579.59万 | 0.16% | 181,065 | 69,181 | 61.8% | $221.45万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $559.92万 | 0.16% | 30,384 | -527 | -1.7% | -$9.71万 | 减仓 |
| IUSV | ISHARES TR | $540.36万 | 0.15% | 52,847 | -8,755 | -14.2% | -$89.52万 | 减仓 |
| XES | SPDR SERIES TRUST | $534.21万 | 0.15% | 45,922 | 45,922 | — | $534.21万 | 新建仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $533.11万 | 0.15% | 54,549 | -70 | -0.1% | -$6,841 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $526.91万 | 0.15% | 110,416 | 10,250 | 10.2% | $48.91万 | 加仓 |
| FEGE | RBB FUND TRUST | $526.17万 | 0.15% | 111,951 | 111,951 | — | $526.17万 | 新建仓 |
| TSLA | TESLA INC | $513.38万 | 0.14% | 13,810 | 1,060 | 8.3% | $39.40万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $502.70万 | 0.14% | 7 | 0 | 0.0% | — | 不变 |
| IEI | ISHARES TR | $502.22万 | 0.14% | 42,345 | -12,896 | -23.3% | -$152.95万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $500.05万 | 0.14% | 85,420 | -9,216 | -9.7% | -$53.95万 | 减仓 |
| VHT | VANGUARD WORLD FD | $491.29万 | 0.14% | 18,040 | -307 | -1.7% | -$8.36万 | 减仓 |
| GSUS | GOLDMAN SACHS ETF TR | $481.53万 | 0.13% | 53,748 | -425,058 | -88.8% | -$3,808.10万 | 减仓 |
| PWZ | INVESCO EXCH TRADED FD TR II | $474.69万 | 0.13% | 198,865 | 146,509 | 279.8% | $349.72万 | 加仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $462.02万 | 0.13% | 53,949 | 20,289 | 60.3% | $173.75万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $456.20万 | 0.13% | 50,611 | 89 | 0.2% | $8,022 | 加仓 |
| EMXC | ISHARES INC | $450.40万 | 0.13% | 57,260 | -6,435 | -10.1% | -$50.62万 | 减仓 |
| PFE | PFIZER INC | $445.02万 | 0.12% | 158,483 | 6,916 | 4.6% | $19.42万 | 加仓 |
| SLV | ISHARES SILVER TR | $439.26万 | 0.12% | 64,464 | -10,028 | -13.5% | -$68.33万 | 减仓 |
| VB | VANGUARD INDEX FDS | $438.14万 | 0.12% | 16,728 | -322 | -1.9% | -$8.43万 | 减仓 |
| GDX | VANECK ETF TRUST | $435.00万 | 0.12% | 47,401 | 1,902 | 4.2% | $17.45万 | 加仓 |
| CVX | CHEVRON CORPORATION | $426.56万 | 0.12% | 20,617 | -2,934 | -12.5% | -$60.70万 | 减仓 |
| DBJP | DBX ETF TR | $424.27万 | 0.12% | 41,998 | -232 | -0.5% | -$2.34万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $417.03万 | 0.12% | 90,876 | -120,775 | -57.1% | -$554.24万 | 减仓 |
| TGT | TARGET CORP | $411.91万 | 0.12% | 33,986 | -511 | -1.5% | -$6.19万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $402.08万 | 0.11% | 52,532 | -2,657 | -4.8% | -$20.34万 | 减仓 |
| NMRK | NEWMARK GROUP INC | $396.74万 | 0.11% | 264,669 | -132,739 | -33.4% | -$198.98万 | 减仓 |
| VO | VANGUARD INDEX FDS | $390.45万 | 0.11% | 13,596 | 3,295 | 32.0% | $94.63万 | 加仓 |
| WM | WASTE MGMT INC DEL | $384.28万 | 0.11% | 16,723 | -933 | -5.3% | -$21.44万 | 减仓 |
| SUSA | ISHARES TR | $372.05万 | 0.10% | 28,164 | -1,394 | -4.7% | -$18.41万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $365.86万 | 0.10% | 17,102 | -2,227 | -11.5% | -$47.64万 | 减仓 |
| MO | ALTRIA GROUP INC | $359.47万 | 0.10% | 53,612 | 445 | 0.8% | $2.98万 | 加仓 |
| IXUS | ISHARES TR | $352.59万 | 0.10% | 40,696 | -2,144 | -5.0% | -$18.58万 | 减仓 |
| CSCO | CISCO SYS INC | $351.47万 | 0.10% | 45,298 | -3,403 | -7.0% | -$26.40万 | 减仓 |
| GBDC | GOLUB CAP BDC INC | $349.40万 | 0.10% | 275,987 | 4,697 | 1.7% | $5.95万 | 加仓 |
| IWP | ISHARES TR | $346.16万 | 0.10% | 27,019 | -233 | -0.9% | -$2.99万 | 减仓 |
| BA | BOEING CO | $345.05万 | 0.10% | 17,336 | 646 | 3.9% | $12.86万 | 加仓 |
| PEP | PEPSICO INC | $344.87万 | 0.10% | 22,208 | -1,119 | -4.8% | -$17.38万 | 减仓 |
| VIRT | VIRTU FINL INC | $342.92万 | 0.10% | 77,972 | 3,265 | 4.4% | $14.36万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $341.18万 | 0.10% | 18,702 | 40 | 0.2% | $7,297 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $341.09万 | 0.10% | 6,933 | 276 | 4.1% | $13.58万 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $328.63万 | 0.09% | 76,194 | -310,887 | -80.3% | -$1,340.86万 | 减仓 |
| WFC | WELLS FARGO & CO | $328.01万 | 0.09% | 41,203 | -1,869 | -4.3% | -$14.88万 | 减仓 |
| ROST | ROSS STORES INC | $321.41万 | 0.09% | 14,837 | 20 | 0.1% | $4,333 | 加仓 |
| ABT | ABBOTT LABORATORIES | $319.95万 | 0.09% | 31,163 | 388 | 1.3% | $3.98万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $315.97万 | 0.09% | 58,763 | 3,089 | 5.5% | $16.61万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $314.46万 | 0.09% | 59,579 | -378 | -0.6% | -$2.00万 | 减仓 |
| ASML | ASML HLDG NV | $313.57万 | 0.09% | 2,374 | -321 | -11.9% | -$42.40万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $308.06万 | 0.09% | 21,328 | 1,574 | 8.0% | $22.73万 | 加仓 |
| IGSB | ISHARES TR | $305.27万 | 0.09% | 58,081 | -1,114 | -1.9% | -$5.86万 | 减仓 |
| ESGE | ISHARES INC | $296.72万 | 0.08% | 65,257 | 5,180 | 8.6% | $23.55万 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $291.79万 | 0.08% | 168,468 | 168,468 | — | $291.79万 | 新建仓 |
| IBHH | ISHARES TR | $290.28万 | 0.08% | 123,680 | -31,047 | -20.1% | -$72.87万 | 减仓 |
| UNP | UNION PAC CORP | $288.89万 | 0.08% | 11,907 | -571 | -4.6% | -$13.85万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $288.87万 | 0.08% | 57,901 | 6,075 | 11.7% | $30.31万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $284.94万 | 0.08% | 58,800 | 6 | 0.0% | $291 | 加仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $282.33万 | 0.08% | 8,784 | 0 | 0.0% | — | 不变 |
| PFFD | GLOBAL X FDS | $280.45万 | 0.08% | 152,418 | -43,115 | -22.0% | -$79.33万 | 减仓 |
| MCD | MCDONALDS CORP | $279.46万 | 0.08% | 8,992 | -947 | -9.5% | -$29.43万 | 减仓 |
| SMH | VANECK ETF TRUST | $277.05万 | 0.08% | 7,226 | -2,115 | -22.6% | -$81.09万 | 减仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $275.81万 | 0.08% | 241,300 | 215,350 | 829.9% | $246.15万 | 加仓 |
| XBI | SPDR SERIES TRUST | $274.48万 | 0.08% | 21,489 | 98 | 0.5% | $1.25万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $274.39万 | 0.08% | 109,319 | -5,761 | -5.0% | -$14.46万 | 减仓 |
| FNCL | FIDELITY COVINGTON TRUST | $268.80万 | 0.08% | 38,290 | -88 | -0.2% | -$6,178 | 减仓 |
| IPAC | ISHARES TR | $267.40万 | 0.07% | 34,950 | -3,671 | -9.5% | -$28.09万 | 减仓 |
| DHR | DANAHER CORP DEL | $267.31万 | 0.07% | 14,069 | -1,422 | -9.2% | -$27.02万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $266.50万 | 0.07% | 12,810 | 153 | 1.2% | $3.18万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $262.32万 | 0.07% | 31,999 | -132 | -0.4% | -$1.08万 | 减仓 |
| VIS | VANGUARD WORLD FD | $261.59万 | 0.07% | 8,378 | -569 | -6.4% | -$17.77万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $261.22万 | 0.07% | 43,070 | 189 | 0.4% | $1.15万 | 加仓 |
| QUAL | ISHARES TR | $252.91万 | 0.07% | 13,186 | 3,669 | 38.6% | $70.37万 | 加仓 |
| RNG | RINGCENTRAL INC | $250.55万 | 0.07% | 67,371 | -22,940 | -25.4% | -$85.31万 | 减仓 |
| DMXF | ISHARES TR | $250.03万 | 0.07% | 33,138 | 19,126 | 136.5% | $144.31万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $243.92万 | 0.07% | 33,911 | 1,383 | 4.3% | $9.95万 | 加仓 |
| TCAF | T ROWE PRICE ETF INC | $239.47万 | 0.07% | 67,285 | 1 | 0.0% | $36 | 加仓 |
| ETN | EATON CORP PLC | $236.21万 | 0.07% | 6,604 | 59 | 0.9% | $2.11万 | 加仓 |
| KO | COCA COLA CO | $234.75万 | 0.07% | 30,654 | -696 | -2.2% | -$5.33万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $234.26万 | 0.07% | 9,665 | 119 | 1.2% | $2.88万 | 加仓 |
| SPGI | S&P GLOBAL INC | $231.35万 | 0.06% | 5,439 | -1,169 | -17.7% | -$49.72万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $230.51万 | 0.06% | 36,776 | -38,475 | -51.1% | -$241.16万 | 减仓 |
| STZ | CONSTELLATION BRANDS INC | $229.52万 | 0.06% | 15,301 | 84 | 0.6% | $1.26万 | 加仓 |
| NOBL | PROSHARES TR | $228.53万 | 0.06% | 21,557 | -377 | -1.7% | -$4.00万 | 减仓 |
| NEM | NEWMONT CORP | $227.34万 | 0.06% | 21,001 | -1,479 | -6.6% | -$16.01万 | 减仓 |
| SPTL | SPDR SERIES TRUST | $225.21万 | 0.06% | 85,632 | -165,428 | -65.9% | -$435.08万 | 减仓 |
| EMB | ISHARES TR | $221.56万 | 0.06% | 23,588 | -2,718 | -10.3% | -$25.53万 | 减仓 |
| GENI | GENIUS SPORTS LIMITED | $218.92万 | 0.06% | 494,185 | 4,350 | 0.9% | $1.93万 | 加仓 |