ROBINSON SMITH WEALTH ADVISORS LLC
South Portland ME · SEC CIK 0002008554
$1.48亿2026Q1 申报市值
84持仓数
57.9%前十大占比 · 第一大 18.3%
1 / 1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
PVAL 加仓+$627.27万
DFIC 加仓+$460.15万
DIMENSIONAL ETF 加仓+$107.17万
DFUS 加仓+$59.22万
NBSD 加仓+$54.78万
2026Q1 卖出最多 按季末市值估算
IUSV 减仓-$536.05万
DFAI 减仓-$209.54万
IQLT 减仓-$54.63万
TFLO 减仓-$45.04万
SCHG 减仓-$40.49万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -360 | -100.0% | -$20.55万 | 清仓 |
| KVUE | KENVUE INC | $18.14万 | 0.12% | 10,521 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $20.00万 | 0.14% | 1,629 | 35 | 2.2% | $4,297 | 加仓 |
| — | EXXON MOBIL CORP | $20.65万 | 0.14% | 1,217 | 1,217 | — | $20.65万 | 新建仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $21.60万 | 0.15% | 3,220 | -1,791 | -35.7% | -$12.01万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $22.06万 | 0.15% | 7,191 | -246 | -3.3% | -$7,547 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $23.15万 | 0.16% | 4,016 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $23.17万 | 0.16% | 1,490 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $23.21万 | 0.16% | 8,006 | 0 | 0.0% | — | 重新持有 |
| VOE | VANGUARD INDEX FDS | $24.79万 | 0.17% | 1,345 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $25.84万 | 0.17% | 396 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $26.27万 | 0.18% | 1,293 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $26.51万 | 0.18% | 2,133 | 0 | 0.0% | — | 不变 |
| DFSU | DIMENSIONAL ETF TRUST | $27.05万 | 0.18% | 6,582 | 290 | 4.6% | $1.19万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $27.96万 | 0.19% | 1,287 | -212 | -14.1% | -$4.61万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $28.35万 | 0.19% | 8,000 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $28.62万 | 0.19% | 3,713 | 0 | 0.0% | — | 不变 |
| SCHO | SCHWAB STRATEGIC TR | $28.79万 | 0.19% | 11,863 | -5,231 | -30.6% | -$12.70万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $29.72万 | 0.20% | 3,749 | -195 | -4.9% | -$1.55万 | 减仓 |
| MUNI | PIMCO ETF TR | $30.09万 | 0.20% | 5,766 | -913 | -13.7% | -$4.76万 | 减仓 |
| BLK | BLACKROCK INC | $30.56万 | 0.21% | 318 | 0 | 0.0% | — | 不变 |
| BINC | BLACKROCK ETF TRUST II | $30.83万 | 0.21% | 5,938 | 164 | 2.8% | $8,516 | 加仓 |
| DES | WISDOMTREE TR | $31.82万 | 0.22% | 8,855 | -1,255 | -12.4% | -$4.51万 | 减仓 |
| IBDV | ISHARES TR | $32.01万 | 0.22% | 14,621 | -168 | -1.1% | -$3,678 | 减仓 |
| VTI | VANGUARD INDEX FDS | $33.46万 | 0.23% | 1,043 | -16 | -1.5% | -$5,133 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $34.43万 | 0.23% | 3,821 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $35.75万 | 0.24% | 6,349 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $36.14万 | 0.24% | 1,491 | 0 | 0.0% | — | 不变 |
| PRF | INVESCO EXCHANGE TRADED FD T | $37.28万 | 0.25% | 7,843 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $40.82万 | 0.28% | 2,081 | -145 | -6.5% | -$2.84万 | 减仓 |
| DLN | WISDOMTREE TR | $42.55万 | 0.29% | 4,763 | 0 | 0.0% | — | 不变 |
| DON | WISDOMTREE TR | $42.88万 | 0.29% | 8,161 | 0 | 0.0% | — | 不变 |
| DFSI | DIMENSIONAL ETF TRUST | $43.80万 | 0.30% | 10,329 | -18 | -0.2% | -$763 | 减仓 |
| NVDA | NVIDIA CORPORATION | $43.97万 | 0.30% | 2,521 | 1,149 | 83.7% | $20.04万 | 加仓 |
| MRK | MERCK & CO INC | $45.20万 | 0.31% | 3,757 | 0 | 0.0% | — | 不变 |
| TFLO | ISHARES TR | $48.29万 | 0.33% | 9,537 | -8,896 | -48.3% | -$45.04万 | 减仓 |
| IBDT | ISHARES TR | $50.67万 | 0.34% | 20,004 | 29 | 0.1% | $735 | 加仓 |
| CVSB | MORGAN STANLEY ETF TRUST | $52.24万 | 0.35% | 10,323 | 1,822 | 21.4% | $9.22万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $54.69万 | 0.37% | 5,888 | 0 | 0.0% | — | 不变 |
| IBDR | ISHARES TR | $55.27万 | 0.37% | 22,802 | -5,450 | -19.3% | -$13.21万 | 减仓 |
| PEP | PEPSICO INC | $55.41万 | 0.37% | 3,568 | 1 | 0.0% | $155 | 加仓 |
| IVE | ISHARES TR | $56.78万 | 0.38% | 2,689 | 0 | 0.0% | — | 不变 |
| IBDS | ISHARES TR | $58.51万 | 0.40% | 24,136 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $59.38万 | 0.40% | 2,070 | 0 | 0.0% | — | 不变 |
| GNW | GENWORTH FINL INC | $62.35万 | 0.42% | 76,782 | 0 | 0.0% | — | 不变 |
| IBDU | ISHARES TR | $62.66万 | 0.42% | 26,940 | 32 | 0.1% | $744 | 加仓 |
| IWD | ISHARES TR | $66.34万 | 0.45% | 3,105 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $67.01万 | 0.45% | 2,278 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $67.66万 | 0.46% | 4,684 | 0 | 0.0% | — | 不变 |
| USFR | WISDOMTREE TR | $72.53万 | 0.49% | 14,409 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $77.62万 | 0.53% | 25,450 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL ETF TRUST | $79.81万 | 0.54% | 11,255 | 8,352 | 287.7% | $59.22万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $80.70万 | 0.55% | 1,684 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $83.80万 | 0.57% | 2,914 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE TR | $88.20万 | 0.60% | 7,623 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $101.78万 | 0.69% | 39,698 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $103.66万 | 0.70% | 1,127 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $110.12万 | 0.75% | 9,736 | 0 | 0.0% | — | 不变 |
| IQLT | ISHARES TR | $111.09万 | 0.75% | 24,029 | -11,816 | -33.0% | -$54.63万 | 减仓 |
| AMZN | AMAZON COM INC | $114.74万 | 0.78% | 5,509 | 40 | 0.7% | $8,331 | 加仓 |
| MSFT | MICROSOFT CORP | $120.64万 | 0.82% | 3,259 | -35 | -1.1% | -$1.30万 | 减仓 |
| RTX | RTX CORPORATION | $147.36万 | 1.00% | 7,639 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $148.00万 | 1.00% | 9,542 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $152.56万 | 1.03% | 3,493 | -486 | -12.2% | -$21.23万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $154.46万 | 1.04% | 53,024 | -13,900 | -20.8% | -$40.49万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $168.69万 | 1.14% | 2,594 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $196.05万 | 1.33% | 13,764 | -201 | -1.4% | -$2.86万 | 减仓 |
| OEF | ISHARES TR | $206.09万 | 1.39% | 6,479 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $215.08万 | 1.46% | 10,001 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $240.23万 | 1.63% | 9,466 | -1,531 | -13.9% | -$38.85万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $286.26万 | 1.94% | 4,791 | -452 | -8.6% | -$27.01万 | 减仓 |
| IUSV | ISHARES TR | $289.78万 | 1.96% | 28,340 | -52,425 | -64.9% | -$536.05万 | 减仓 |
| QUAL | ISHARES TR | $324.27万 | 2.19% | 16,906 | -182 | -1.1% | -$3.49万 | 减仓 |
| IWF | ISHARES TR | $345.73万 | 2.34% | 8,108 | -17 | -0.2% | -$7,249 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $346.12万 | 2.34% | 88,839 | -53,784 | -37.7% | -$209.54万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $351.09万 | 2.38% | 68,869 | -6,363 | -8.5% | -$32.44万 | 减仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $386.34万 | 2.61% | 155,847 | 14,559 | 10.3% | $36.09万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $479.79万 | 3.25% | 106,337 | 9,374 | 9.7% | $42.30万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $555.66万 | 3.76% | 151,159 | 29,155 | 23.9% | $107.17万 | 加仓 |
| NBSD | NEUBERGER BERMAN ETF TRUST | $561.12万 | 3.80% | 110,652 | 10,802 | 10.8% | $54.78万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $802.35万 | 5.43% | 225,822 | 129,510 | 134.5% | $460.15万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $876.39万 | 5.93% | 188,877 | 135,187 | 251.8% | $627.27万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $887.07万 | 6.00% | 36,290 | 0 | 0.0% | — | 不变 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $949.39万 | 6.42% | 349,684 | 17,277 | 5.2% | $46.91万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $2,711.97万 | 18.35% | 1,080,467 | 6,855 | 0.6% | $17.21万 | 加仓 |