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 |
|---|---|---|---|---|---|---|---|---|
| GOVT | ISHARES TR | $703.60万 | 0.17% | 308,865 | -2,760 | -0.9% | -$6.29万 | 减仓 |
| EMXC | ISHARES INC | $702.25万 | 0.17% | 68,646 | 11,386 | 19.9% | $116.48万 | 加仓 |
| EAGG | ISHARES TR | $673.89万 | 0.17% | 142,142 | 7,231 | 5.4% | $34.28万 | 加仓 |
| EWT | ISHARES INC | $671.86万 | 0.17% | 61,860 | 61,860 | — | $671.86万 | 新建仓 |
| SCHY | SCHWAB STRATEGIC TR | $665.69万 | 0.16% | 209,797 | 9,673 | 4.8% | $30.69万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $664.64万 | 0.16% | 52,607 | -11 | -0.0% | -$1,390 | 减仓 |
| WMT | WALMART INC | $661.07万 | 0.16% | 58,367 | 92 | 0.2% | $1.04万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $656.98万 | 0.16% | 56,018 | 2,686 | 5.0% | $31.50万 | 加仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $636.86万 | 0.16% | 69,258 | 15,309 | 28.4% | $140.77万 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $632.08万 | 0.16% | 54,636 | 87 | 0.2% | $1.01万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $632.01万 | 0.16% | 24,885 | 289 | 1.2% | $7.34万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $615.28万 | 0.15% | 180,965 | -100 | -0.1% | -$3,400 | 减仓 |
| ORCL | ORACLE CORP | $593.27万 | 0.15% | 40,483 | 1,035 | 2.6% | $15.17万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $587.05万 | 0.14% | 29,709 | -675 | -2.2% | -$13.34万 | 减仓 |
| PWZ | INVESCO EXCH TRADED FD TR II | $583.82万 | 0.14% | 238,198 | 39,333 | 19.8% | $96.41万 | 加仓 |
| MINT | PIMCO ETF TR | $578.48万 | 0.14% | 57,384 | -4,788 | -7.7% | -$48.27万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $575.23万 | 0.14% | 50,597 | -14 | -0.0% | -$1,592 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $543.22万 | 0.13% | 92,102 | -9,965 | -9.8% | -$58.77万 | 减仓 |
| TSLA | TESLA INC | $536.04万 | 0.13% | 12,745 | -1,065 | -7.7% | -$44.79万 | 减仓 |
| SMH | VANECK ETF TRUST | $535.34万 | 0.13% | 8,162 | 936 | 13.0% | $61.39万 | 加仓 |
| VHT | VANGUARD WORLD FD | $524.28万 | 0.13% | 17,534 | -506 | -2.8% | -$15.13万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $524.20万 | 0.13% | 7 | 0 | 0.0% | — | 不变 |
| SII | SPROTT INC | $521.12万 | 0.13% | 46,384 | -85 | -0.2% | -$9,550 | 减仓 |
| CSCO | CISCO SYS INC | $511.14万 | 0.13% | 43,516 | -1,782 | -3.9% | -$20.93万 | 减仓 |
| IEI | ISHARES TR | $502.42万 | 0.12% | 42,777 | 432 | 1.0% | $5.07万 | 加仓 |
| — | EXXON MOBIL CORP | $497.73万 | 0.12% | 36,405 | -6,632 | -15.4% | -$90.67万 | 减仓 |
| GSUS | GOLDMAN SACHS ETF TR | $492.78万 | 0.12% | 47,796 | -5,952 | -11.1% | -$61.37万 | 减仓 |
| DBJP | DBX ETF TR | $481.88万 | 0.12% | 41,979 | -19 | -0.0% | -$2,181 | 减仓 |
| ASML | ASML HLDG NV | $480.87万 | 0.12% | 2,417 | 43 | 1.8% | $8.55万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $477.05万 | 0.12% | 81,967 | -3,453 | -4.0% | -$20.10万 | 减仓 |
| VIRT | VIRTU FINL INC | $464.63万 | 0.11% | 77,998 | 26 | 0.0% | $1,549 | 加仓 |
| VB | VANGUARD INDEX FDS | $453.36万 | 0.11% | 14,956 | -1,772 | -10.6% | -$53.71万 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $444.61万 | 0.11% | 110,516 | 100 | 0.1% | $4,023 | 加仓 |
| TGT | TARGET CORP | $443.14万 | 0.11% | 33,929 | -57 | -0.2% | -$7,445 | 减仓 |
| SPYM | SPDR SERIES TRUST | $442.67万 | 0.11% | 50,372 | -2,160 | -4.1% | -$18.98万 | 减仓 |
| VO | VANGUARD INDEX FDS | $431.53万 | 0.11% | 53,560 | -824 | -1.5% | -$6.64万 | 减仓 |
| SUSA | ISHARES TR | $431.30万 | 0.11% | 27,952 | -212 | -0.8% | -$3.27万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $397.17万 | 0.10% | 6,837 | -417 | -5.7% | -$24.22万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $394.95万 | 0.10% | 3,422 | 556 | 19.4% | $64.17万 | 加仓 |
| IWP | ISHARES TR | $393.99万 | 0.10% | 26,910 | -109 | -0.4% | -$1.60万 | 减仓 |
| MO | ALTRIA GROUP INC | $388.06万 | 0.10% | 53,155 | -457 | -0.9% | -$3.34万 | 减仓 |
| ESGE | ISHARES INC | $382.86万 | 0.09% | 70,005 | 4,748 | 7.3% | $25.97万 | 加仓 |
| NFLX | NETFLIX INC. | $382.67万 | 0.09% | 53,596 | -21,661 | -28.8% | -$154.66万 | 减仓 |
| IXUS | ISHARES TR | $380.13万 | 0.09% | 39,829 | -867 | -2.1% | -$8.27万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $375.97万 | 0.09% | 18,740 | 38 | 0.2% | $7,624 | 加仓 |
| WM | WASTE MGMT INC DEL | $375.04万 | 0.09% | 16,827 | 104 | 0.6% | $2.32万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $372.99万 | 0.09% | 13,061 | 251 | 2.0% | $7.17万 | 加仓 |
| BA | BOEING CO | $369.27万 | 0.09% | 17,059 | -277 | -1.6% | -$6.00万 | 减仓 |
| SOXX | ISHARES TR | $368.63万 | 0.09% | 5,753 | -216 | -3.6% | -$13.84万 | 减仓 |
| VFH | VANGUARD WORLD FD | $367.10万 | 0.09% | 27,895 | -37,200 | -57.1% | -$489.55万 | 减仓 |
| CVX | CHEVRON CORPORATION | $363.87万 | 0.09% | 21,952 | 1,335 | 6.5% | $22.13万 | 加仓 |
| INTC | INTEL CORP | $362.83万 | 0.09% | 25,985 | -4,702 | -15.3% | -$65.65万 | 减仓 |
| PFE | PFIZER INC | $357.87万 | 0.09% | 148,619 | -9,864 | -6.2% | -$23.75万 | 减仓 |
| GDX | VANECK ETF TRUST | $357.49万 | 0.09% | 47,381 | -20 | -0.0% | -$1,509 | 减仓 |
| GENI | GENIUS SPORTS LIMITED | $357.38万 | 0.09% | 589,740 | 95,555 | 19.3% | $57.91万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $356.02万 | 0.09% | 78,522 | -12,354 | -13.6% | -$56.01万 | 减仓 |
| GBDC | GOLUB CAP BDC INC | $355.08万 | 0.09% | 275,686 | -301 | -0.1% | -$3,877 | 减仓 |
| NMRK | NEWMARK GROUP INC | $353.60万 | 0.09% | 234,019 | -30,650 | -11.6% | -$46.31万 | 减仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $352.91万 | 0.09% | 8,782 | -2 | -0.0% | -$804 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $349.51万 | 0.09% | 65,809 | -54,667 | -45.4% | -$290.34万 | 减仓 |
| SLV | ISHARES SILVER TR | $345.82万 | 0.09% | 64,676 | 212 | 0.3% | $1.13万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $342.42万 | 0.08% | 64,004 | 5,241 | 8.9% | $28.04万 | 加仓 |
| BLK | BLACKROCK INC | $341.11万 | 0.08% | 3,547 | 3,547 | — | $341.11万 | 新建仓 |
| XBI | SPDR SERIES TRUST | $340.89万 | 0.08% | 21,541 | 52 | 0.2% | $8,229 | 加仓 |
| WFC | WELLS FARGO & CO | $335.02万 | 0.08% | 40,539 | -664 | -1.6% | -$5.49万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $330.35万 | 0.08% | 6,583 | -350 | -5.0% | -$17.56万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $325.94万 | 0.08% | 36,276 | -500 | -1.4% | -$4.49万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $323.48万 | 0.08% | 58,805 | 5 | 0.0% | $275 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $322.01万 | 0.08% | 59,609 | 30 | 0.1% | $1,621 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $311.18万 | 0.08% | 107,451 | -1,868 | -1.7% | -$5.41万 | 减仓 |
| UNP | UNION PAC CORP | $302.15万 | 0.07% | 11,109 | -798 | -6.7% | -$21.70万 | 减仓 |
| IGSB | ISHARES TR | $301.58万 | 0.07% | 57,542 | -539 | -0.9% | -$2.82万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $301.54万 | 0.07% | 59,616 | 1,715 | 3.0% | $8.67万 | 加仓 |
| DMXF | ISHARES TR | $301.12万 | 0.07% | 35,593 | 2,455 | 7.4% | $20.77万 | 加仓 |
| FNCL | FIDELITY COVINGTON TRUST | $298.15万 | 0.07% | 38,943 | 653 | 1.7% | $5.00万 | 加仓 |
| VIS | VANGUARD WORLD FD | $297.43万 | 0.07% | 8,253 | -125 | -1.5% | -$4.50万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $293.59万 | 0.07% | 20,021 | -1,307 | -6.1% | -$19.17万 | 减仓 |
| ETN | EATON CORP PLC | $281.55万 | 0.07% | 6,607 | 3 | 0.0% | $1,278 | 加仓 |
| IPAC | ISHARES TR | $277.51万 | 0.07% | 33,871 | -1,079 | -3.1% | -$8.84万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $277.01万 | 0.07% | 9,851 | 186 | 1.9% | $5.23万 | 加仓 |
| TIP | ISHARES TR | $276.95万 | 0.07% | 25,308 | 8,864 | 53.9% | $97.00万 | 加仓 |
| PEP | PEPSICO INC | $276.77万 | 0.07% | 20,441 | -1,767 | -8.0% | -$23.92万 | 减仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $276.54万 | 0.07% | 67,285 | 0 | 0.0% | — | 不变 |
| GSIE | GOLDMAN SACHS ETF TR | $274.41万 | 0.07% | 60,046 | -16,148 | -21.2% | -$73.80万 | 减仓 |
| EMB | ISHARES TR | $272.85万 | 0.07% | 28,292 | 4,704 | 19.9% | $45.37万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $272.83万 | 0.07% | 75,514 | 731 | 1.0% | $2.64万 | 加仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $269.94万 | 0.07% | 241,451 | 151 | 0.1% | $1,688 | 加仓 |
| PFFD | GLOBAL X FDS | $267.93万 | 0.07% | 143,356 | -9,062 | -5.9% | -$16.94万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $267.27万 | 0.07% | 32,174 | 175 | 0.5% | $1.45万 | 加仓 |
| DHR | DANAHER CORP DEL | $266.09万 | 0.07% | 13,940 | -129 | -0.9% | -$2.46万 | 减仓 |
| BE | BLOOM ENERGY CORP | $253.63万 | 0.06% | 8,379 | -20 | -0.2% | -$6,054 | 减仓 |
| ABT | ABBOTT LABORATORIES | $253.38万 | 0.06% | 27,923 | -3,240 | -10.4% | -$29.40万 | 减仓 |
| IBHH | ISHARES TR | $252.53万 | 0.06% | 107,460 | -16,220 | -13.1% | -$38.12万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $250.77万 | 0.06% | 49,506 | 7,121 | 16.8% | $36.07万 | 加仓 |
| RNG | RINGCENTRAL INC | $249.40万 | 0.06% | 63,981 | -3,390 | -5.0% | -$13.21万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $243.41万 | 0.06% | 33,732 | -179 | -0.5% | -$1.29万 | 减仓 |
| ROST | ROSS STORES INC | $242.48万 | 0.06% | 11,392 | -3,445 | -23.2% | -$73.33万 | 减仓 |
| MCD | MCDONALDS CORP | $240.91万 | 0.06% | 8,912 | -80 | -0.9% | -$2.16万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $239.39万 | 0.06% | 41,546 | -1,524 | -3.5% | -$8.78万 | 减仓 |
| CRM | SALESFORCE INC | $232.59万 | 0.06% | 14,817 | 7,014 | 89.9% | $110.10万 | 加仓 |