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 |
|---|---|---|---|---|---|---|---|---|
| ZTS | ZOETIS INC | $108.22万 | 0.03% | 15,060 | -691 | -4.4% | -$4.97万 | 减仓 |
| ADI | ANALOG DEVICES INC | $107.11万 | 0.03% | 2,697 | -46 | -1.7% | -$1.83万 | 减仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $106.73万 | 0.03% | 8,121 | 126 | 1.6% | $1.66万 | 加仓 |
| DXJ | WISDOMTREE TR | $106.45万 | 0.03% | 6,135 | -7 | -0.1% | -$1,215 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $105.93万 | 0.03% | 2,739 | 0 | 0.0% | — | 不变 |
| EPI | WISDOMTREE TR | $104.93万 | 0.03% | 24,528 | 777 | 3.3% | $3.32万 | 加仓 |
| BN | BROOKFIELD CORP | $104.20万 | 0.03% | 24,467 | -131 | -0.5% | -$5,579 | 减仓 |
| MRNA | MODERNA INC | $102.82万 | 0.03% | 14,682 | -173 | -1.2% | -$1.21万 | 减仓 |
| IWD | ISHARES TR | $102.67万 | 0.03% | 4,235 | -315 | -6.9% | -$7.64万 | 减仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $102.58万 | 0.03% | 4,138 | -16 | -0.4% | -$3,966 | 减仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $102.42万 | 0.03% | 3,060 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $101.59万 | 0.03% | 2,243 | -193 | -7.9% | -$8.74万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $101.27万 | 0.02% | 19,348 | -5,927 | -23.5% | -$31.02万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $101.10万 | 0.02% | 1,034 | -115 | -10.0% | -$11.24万 | 减仓 |
| MS | MORGAN STANLEY | $100.37万 | 0.02% | 4,802 | -18 | -0.4% | -$3,762 | 减仓 |
| USHY | ISHARES TR | $100.36万 | 0.02% | 27,111 | 12,798 | 89.4% | $47.38万 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $100.16万 | 0.02% | 11,602 | -1,020 | -8.1% | -$8.81万 | 减仓 |
| OKTA | OKTA INC | $100.00万 | 0.02% | 7,329 | 63 | 0.9% | $8,596 | 加仓 |
| EWG | ISHARES INC | $99.57万 | 0.02% | 24,068 | 292 | 1.2% | $1.21万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $98.20万 | 0.02% | 12,114 | 927 | 8.3% | $7.51万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $98.05万 | 0.02% | 18,266 | -143 | -0.8% | -$7,676 | 减仓 |
| SPYI | NEOS ETF TRUST | $97.99万 | 0.02% | 18,458 | 13,459 | 269.2% | $71.45万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $97.75万 | 0.02% | 20,288 | -41 | -0.2% | -$1,975 | 减仓 |
| IUSB | ISHARES TR | $97.72万 | 0.02% | 21,175 | 7,768 | 57.9% | $35.85万 | 加仓 |
| VCR | VANGUARD WORLD FD | $97.41万 | 0.02% | 2,456 | -67 | -2.7% | -$2.66万 | 减仓 |
| MTUM | ISHARES TR | $97.23万 | 0.02% | 2,836 | -76 | -2.6% | -$2.61万 | 减仓 |
| IUSV | ISHARES TR | $96.20万 | 0.02% | 8,734 | -44,113 | -83.5% | -$485.90万 | 减仓 |
| — | BELPOINTE PREP LLC | $96.03万 | 0.02% | 21,203 | 0 | 0.0% | — | 不变 |
| ACWI | ISHARES TR | $94.90万 | 0.02% | 6,046 | 1,355 | 28.9% | $21.27万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $92.54万 | 0.02% | 16,385 | -12,652 | -43.6% | -$71.46万 | 减仓 |
| EMR | EMERSON ELEC CO | $91.66万 | 0.02% | 6,403 | -899 | -12.3% | -$12.87万 | 减仓 |
| IEF | ISHARES TR | $91.25万 | 0.02% | 9,649 | -812 | -7.8% | -$7.68万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $90.88万 | 0.02% | 11,037 | 933 | 9.2% | $7.68万 | 加仓 |
| COPX | GLOBAL X FDS | $89.97万 | 0.02% | 11,650 | 2,200 | 23.3% | $16.99万 | 加仓 |
| RDWR | RADWARE LTD | $89.80万 | 0.02% | 29,100 | -330 | -1.1% | -$1.02万 | 减仓 |
| VV | VANGUARD INDEX FDS | $89.04万 | 0.02% | 2,589 | -90 | -3.4% | -$3.10万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $88.65万 | 0.02% | 19,251 | -4,344 | -18.4% | -$20.00万 | 减仓 |
| NG | NOVAGOLD RESOURCES INC | $87.36万 | 0.02% | 146,326 | -20,061 | -12.1% | -$11.98万 | 减仓 |
| IJS | ISHARES TR | $87.25万 | 0.02% | 6,383 | -90 | -1.4% | -$1.23万 | 减仓 |
| FHLC | FIDELITY COVINGTON TRUST | $86.90万 | 0.02% | 11,249 | 637 | 6.0% | $4.92万 | 加仓 |
| TECK | TECK RESOURCES LTD | $86.14万 | 0.02% | 14,487 | -1,050 | -6.8% | -$6.24万 | 减仓 |
| AZO | AUTOZONE INC | $85.01万 | 0.02% | 266 | 114 | 75.0% | $36.43万 | 加仓 |
| GRMN | GARMIN LTD | $84.78万 | 0.02% | 3,569 | -37 | -1.0% | -$8,789 | 减仓 |
| PWR | QUANTA SVCS INC | $84.72万 | 0.02% | 1,177 | -10 | -0.8% | -$7,198 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $84.42万 | 0.02% | 9,149 | -16 | -0.2% | -$1,476 | 减仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $84.31万 | 0.02% | 24,065 | -3,289 | -12.0% | -$11.52万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $84.10万 | 0.02% | 4,172 | -28 | -0.7% | -$5,645 | 减仓 |
| TTE | TOTALENERGIES SE | $83.76万 | 0.02% | 10,772 | 118 | 1.1% | $9,176 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $83.75万 | 0.02% | 2,782 | -54 | -1.9% | -$1.63万 | 减仓 |
| GLW | CORNING INC | $82.94万 | 0.02% | 3,247 | 1,375 | 73.5% | $35.12万 | 加仓 |
| FIDU | FIDELITY COVINGTON TRUST | $82.53万 | 0.02% | 8,285 | 408 | 5.2% | $4.06万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $82.38万 | 0.02% | 4,622 | 22 | 0.5% | $3,921 | 加仓 |
| PII | POLARIS INC | $82.13万 | 0.02% | 12,000 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $82.10万 | 0.02% | 5,557 | -9 | -0.2% | -$1,330 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $81.51万 | 0.02% | 8,453 | 2,760 | 48.5% | $26.61万 | 加仓 |
| APG | API GROUP CORP | $80.82万 | 0.02% | 19,083 | -300 | -1.5% | -$1.27万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $79.52万 | 0.02% | 1,662 | 70 | 4.4% | $3.35万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $78.98万 | 0.02% | 1,035 | -6 | -0.6% | -$4,579 | 减仓 |
| OWL | BLUE OWL CAPITAL INC | $78.72万 | 0.02% | 89,968 | 48,042 | 114.6% | $42.04万 | 加仓 |
| BFST | BUSINESS FIRST BANCSHARES IN | $78.32万 | 0.02% | 25,486 | 0 | 0.0% | — | 不变 |
| MFC | MANULIFE FINL CORP | $78.25万 | 0.02% | 19,316 | 34 | 0.2% | $1,377 | 加仓 |
| CSX | CSX CORP | $78.03万 | 0.02% | 16,417 | -60 | -0.4% | -$2,852 | 减仓 |
| HYMB | SPDR SERIES TRUST | $77.93万 | 0.02% | 30,632 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $77.68万 | 0.02% | 4,798 | -749 | -13.5% | -$12.13万 | 减仓 |
| SBR | SABINE RTY TR | $77.59万 | 0.02% | 10,600 | 0 | 0.0% | — | 不变 |
| DWM | WISDOMTREE TR | $77.02万 | 0.02% | 10,520 | -1,257 | -10.7% | -$9.20万 | 减仓 |
| TMSL | T ROWE PRICE EXCHANGE-TRADED | $77.00万 | 0.02% | 17,559 | -2,369 | -11.9% | -$10.39万 | 减仓 |
| FTNT | FORTINET INC | $75.70万 | 0.02% | 4,928 | -589 | -10.7% | -$9.05万 | 减仓 |
| HEWJ | ISHARES TR | $75.68万 | 0.02% | 11,730 | 6,197 | 112.0% | $39.98万 | 加仓 |
| INCY | INCYTE CORP | $75.63万 | 0.02% | 6,672 | -11 | -0.2% | -$1,247 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $75.57万 | 0.02% | 14,803 | 501 | 3.5% | $2.56万 | 加仓 |
| DJAN | FIRST TR EXCHNG TRADED FD VI | $74.43万 | 0.02% | 16,350 | -800 | -4.7% | -$3.64万 | 减仓 |
| APH | AMPHENOL CORP | $74.37万 | 0.02% | 4,212 | -236 | -5.3% | -$4.17万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $74.12万 | 0.02% | 6,353 | 3,501 | 122.8% | $40.85万 | 加仓 |
| IYF | ISHARES TR | $73.92万 | 0.02% | 5,797 | 3 | 0.1% | $383 | 加仓 |
| EUSA | ISHARES INC | $73.66万 | 0.02% | 6,451 | 3,957 | 158.7% | $45.19万 | 加仓 |
| HLN | HALEON PLC | $73.24万 | 0.02% | 78,495 | -1,449 | -1.8% | -$1.35万 | 减仓 |
| PDN | INVESCO EXCH TRADED FD TR II | $73.22万 | 0.02% | 16,278 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $73.15万 | 0.02% | 1,974 | -10 | -0.5% | -$3,706 | 减仓 |
| VTR | VENTAS INC | $72.80万 | 0.02% | 8,150 | -12 | -0.1% | -$1,072 | 减仓 |
| SHY | ISHARES TR | $72.70万 | 0.02% | 8,855 | 1,121 | 14.5% | $9.20万 | 加仓 |
| IWS | ISHARES TR | $72.68万 | 0.02% | 4,415 | 7 | 0.2% | $1,152 | 加仓 |
| AFL | AFLAC INC | $72.11万 | 0.02% | 6,150 | -533 | -8.0% | -$6.25万 | 减仓 |
| ARM | ARM HOLDINGS PLC | $72.01万 | 0.02% | 2,031 | -1,029 | -33.6% | -$36.49万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $72.01万 | 0.02% | 2,057 | -274 | -11.8% | -$9.59万 | 减仓 |
| USB | US BANCORP | $70.83万 | 0.02% | 11,626 | -78 | -0.7% | -$4,752 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $70.38万 | 0.02% | 12,064 | 313 | 2.7% | $1.83万 | 加仓 |
| AVAV | AEROVIRONMENT INC | $70.12万 | 0.02% | 4,248 | 215 | 5.3% | $3.55万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $69.91万 | 0.02% | 25,238 | 2,934 | 13.2% | $8.13万 | 加仓 |
| EWJ | ISHARES INC | $69.70万 | 0.02% | 7,473 | 14 | 0.2% | $1,306 | 加仓 |
| AMAT | APPLIED MATLS INC | $68.90万 | 0.02% | 953 | -19 | -2.0% | -$1.37万 | 减仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $68.68万 | 0.02% | 29,199 | 0 | 0.0% | — | 不变 |
| WSC | WILLSCOT HLDGS CORP | $68.55万 | 0.02% | 23,753 | -200 | -0.8% | -$5,772 | 减仓 |
| IEUR | ISHARES TR | $67.61万 | 0.02% | 8,994 | -4,915 | -35.3% | -$36.95万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $67.36万 | 0.02% | 13,531 | -1,569 | -10.4% | -$7.81万 | 减仓 |
| URTH | ISHARES INC | $67.29万 | 0.02% | 3,321 | 22 | 0.7% | $4,457 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $66.68万 | 0.02% | 13,186 | 2,500 | 23.4% | $12.64万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $65.57万 | 0.02% | 1,335 | 72 | 5.7% | $3.54万 | 加仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $65.27万 | 0.02% | 3,772 | -500 | -11.7% | -$8.65万 | 减仓 |
| PIPR | PIPER SANDLER COMPANIES | $65.11万 | 0.02% | 9,001 | -199 | -2.2% | -$1.44万 | 减仓 |