Robinswood Financial LLC
KIRKLAND WA · SEC CIK 0002139748
$3.18亿2026Q1 申报市值
430持仓数
51.1%前十大占比 · 第一大 5.8%
43 / 19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
VTIP 加仓+$134.08万
SPYG 加仓+$74.28万
SPMD 加仓+$68.58万
SCHO 加仓+$67.99万
VMBS 加仓+$67.23万
2026Q1 卖出最多 按季末市值估算
SCHP 减仓-$74.76万
BIL 减仓-$69.23万
VO 减仓-$40.38万
IJH 减仓-$30.35万
VUG 减仓-$28.00万
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 |
|---|---|---|---|---|---|---|---|---|
| PCG | PG&E CORP | $2,934 | 0.00% | 167 | 0 | 0.0% | — | 不变 |
| RWJ | INVESCO S&P SMALLCAP 600REV ETF | $3,055 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| ALK | ALASKA AIR GROUP INC | $3,236 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP REIT | $3,322 | 0.00% | 54 | 1 | 1.9% | $62 | 加仓 |
| ONEQ | FIDELITY NASDAQ COMPOSITE INDEX ETF | $3,408 | 0.00% | 40 | 40 | — | $3,408 | 新建仓 |
| WM | WASTE MGMT INC DEL | $3,472 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $3,673 | 0.00% | 59 | 59 | — | $3,673 | 新建仓 |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $3,701 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS INC | $3,873 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| OGE | OGE ENERGY CORP | $3,874 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| RFV | INVESCO S&P MIDCAP 400 PURE VALUE ETF | $4,029 | 0.00% | 31 | 31 | — | $4,029 | 新建仓 |
| TEL | TE CONNECTIVITY PLC F | $4,180 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| SWK | STANLEY BLACK & DECKER I | $4,263 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD CONSUMER STAPLES INDEX FUND ETF SHARES | $4,267 | 0.00% | 19 | 19 | — | $4,267 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INCLASS CLASS A | $4,388 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP EQUITY CLASS EQUITY | $4,472 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| TSN | TYSON FOODS INC CLASS CLASS A | $4,484 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| AVEM | AVANTIS EMERGING MARKETSEQUITY ETF | $4,512 | 0.00% | 56 | 56 | — | $4,512 | 新建仓 |
| DIHP | DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF | $4,575 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $4,601 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| MRP | MILLROSE PPTYS INC CLASS A | $4,704 | 0.00% | 168 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TRUST | $4,848 | 0.00% | 55 | 13 | 31.0% | $1,146 | 加仓 |
| MDYV | STATE STREET SPDR S&P 400 MID CAP VALUE ETF | $4,860 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD REAL ESTATE INDEX FUND ETF SHARES | $4,973 | 0.00% | 56 | 1 | 1.8% | $89 | 加仓 |
| USIG | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | $5,020 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TIPS BOND ETF | $5,202 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $5,217 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $5,239 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| BNDW | VANGUARD TOTAL WORLD BOND ETF | $5,262 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| VLUE | ISHARES MSCI USA VALUE FACTOR ETF | $5,403 | 0.00% | 38 | 38 | — | $5,403 | 新建仓 |
| ENB | ENBRIDGE INC F | $5,414 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | $5,483 | 0.00% | 94 | 94 | — | $5,483 | 新建仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $5,683 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $5,786 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | $5,891 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| NXP | NUVEEN SELECT TAXFREE IN | $5,905 | 0.00% | 411 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD INTER-TERM TREAS INDEX FD | $5,955 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $6,076 | 0.00% | 107 | 107 | — | $6,076 | 新建仓 |
| CMS | CMS ENERGY CORP | $6,296 | 0.00% | 81 | 1 | 1.2% | $78 | 加仓 |
| EWG | ISHARES MSCI GERMANY ETF | $6,347 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC CLASS A | $6,380 | 0.00% | 110 | 1 | 0.9% | $58 | 加仓 |
| PRFZ | INVESCO RAFI US 1500 SMALL-MID ETF | $6,436 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES S&P 500 GROWTH ETF | $6,459 | 0.00% | 57 | 41 | 256.2% | $4,646 | 加仓 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $6,559 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $6,599 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES COR | $6,966 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC CLASS CLASS B | $7,068 | 0.00% | 133 | 0 | 0.0% | — | 不变 |
| BG | BUNGE GLOBAL SA F | $7,089 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGI | $7,142 | 0.00% | 100 | 2 | 2.0% | $143 | 加仓 |
| — | VICTORYSHARES US SMCP HIGH DIV VOL WTD IDX ETF | $7,225 | 0.00% | 117 | 117 | — | $7,225 | 新建仓 |
| — | HONEYWELL INTL INC | $7,314 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $7,619 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| FNDE | SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | $7,690 | 0.00% | 201 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW CLASS A | $7,807 | 0.00% | 271 | 2 | 0.7% | $58 | 加仓 |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | $8,062 | 0.00% | 93 | 93 | — | $8,062 | 新建仓 |
| CCI | CROWN CASTLE INC REIT REIT | $8,254 | 0.00% | 101 | -33 | -24.6% | -$2,697 | 减仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGCLASS CLASS A | $8,523 | 0.00% | 148 | 1 | 0.7% | $58 | 加仓 |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $8,550 | 0.00% | 154 | 154 | — | $8,550 | 新建仓 |
| FNDC | SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF | $8,576 | 0.00% | 185 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY CLARK CORP | $8,682 | 0.00% | 90 | 56 | 164.7% | $5,402 | 加仓 |
| SHW | SHERWIN-WILLIAMS CO | $8,703 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES MBS ETF | $8,735 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| DPZ | DOMINOS PIZZA INC | $8,842 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| IYR | ISHARES U.S. REAL ESTATEETF | $8,870 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| AME | AMETEK INC NEW | $8,875 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $8,994 | 0.00% | 169 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $9,647 | 0.00% | 137 | 1 | 0.7% | $70 | 加仓 |
| REZ | ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF | $9,758 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| PRF | INVESCO RAFI US 1000 ETF | $9,785 | 0.00% | 205 | 0 | 0.0% | — | 不变 |
| BP | BP P L C FSPONSORED ADR 1 ADR REPS 6 ORD SHS | $9,879 | 0.00% | 210 | 3 | 1.4% | $141 | 加仓 |
| NOW | SERVICENOW INC | $9,932 | 0.00% | 95 | -25 | -20.8% | -$2,614 | 减仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $9,932 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $9,933 | 0.00% | 387 | 0 | 0.0% | — | 不变 |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $1.00万 | 0.00% | 220 | 220 | — | $1.00万 | 新建仓 |
| NVS | NOVARTIS AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $1.01万 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES RUSSELL 2000 ETF | $1.06万 | 0.00% | 42 | -494 | -92.2% | -$12.52万 | 减仓 |
| ROL | ROLLINS INC | $1.07万 | 0.00% | 199 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC | $1.10万 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| IVT | INVENTRUST PPTYS CORP | $1.17万 | 0.00% | 384 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $1.19万 | 0.00% | 40 | 40 | — | $1.19万 | 新建仓 |
| MGK | VANGUARD MEGA CAP GROWTHINDEX FUND ETF SHARES | $1.21万 | 0.00% | 33 | 20 | 153.8% | $7,356 | 加仓 |
| INTU | INTUIT | $1.22万 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| CNP | CENTERPOINT ENERGY INC | $1.22万 | 0.00% | 283 | 2 | 0.7% | $86 | 加仓 |
| IDA | IDACORP INC | $1.23万 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $1.23万 | 0.00% | 217 | 217 | — | $1.23万 | 新建仓 |
| BUD | ANHEUSER BUSCH INBEV S FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $1.23万 | 0.00% | 178 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES MSCI EAFE SMALL-CAP ETF | $1.24万 | 0.00% | 158 | -22 | -12.2% | -$1,729 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $1.25万 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| HIMU | ISHARES HIGH YIELD MUNI ACTIVE ETF | $1.36万 | 0.00% | 283 | 0 | 0.0% | — | 不变 |
| IDV | ISHARES INTERNATIONAL SELECT DIVIDEND ETF | $1.37万 | 0.00% | 321 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $1.40万 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TRUST | $1.42万 | 0.00% | 208 | 108 | 108.0% | $7,359 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $1.44万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $1.46万 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $1.49万 | 0.00% | 154 | -37 | -19.4% | -$3,571 | 减仓 |
| VOT | VANGUARD MID-CAP GROWTH INDEX FUND ETF SHARES | $1.50万 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $1.52万 | 0.00% | 344 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $1.52万 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC REIT | $1.53万 | 0.00% | 115 | 1 | 0.9% | $133 | 加仓 |
| — | TEVA PHARMACEUTICAL IN FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $1.54万 | 0.00% | 512 | 0 | 0.0% | — | 不变 |