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 |
|---|---|---|---|---|---|---|---|---|
| IUSB | ISHARES CORE UNIVERSAL USD BOND ETF | $1.57万 | 0.00% | 339 | 0 | 0.0% | — | 不变 |
| WAFD | WAFD INC | $1.57万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC ADR FSPONSORED ADR 1 ADR REPS 2 ORD SHS | $1.58万 | 0.00% | 285 | 2 | 0.7% | $111 | 加仓 |
| XLRE | STATE STREET REAL ESTATESELECT SECTOR SPDR ETF | $1.59万 | 0.00% | 388 | 388 | — | $1.59万 | 新建仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $1.59万 | 0.01% | 228 | 146 | 178.0% | $1.02万 | 加仓 |
| XBI | STATE STREET SPDR S&P BIOTECH ETF | $1.60万 | 0.01% | 125 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP FCLASS A | $1.60万 | 0.01% | 396 | 0 | 0.0% | — | 不变 |
| CW | CURTISS WRIGHT CORP | $1.63万 | 0.01% | 24 | 0 | 0.0% | — | 不变 |
| PNW | PINNACLE WEST CAP CORP | $1.64万 | 0.01% | 163 | 2 | 1.2% | $202 | 加仓 |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $1.65万 | 0.01% | 338 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $1.66万 | 0.01% | 36 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC F | $1.66万 | 0.01% | 33 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP | $1.69万 | 0.01% | 443 | 3 | 0.7% | $115 | 加仓 |
| SONY | SONY GROUP CORP FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $1.73万 | 0.01% | 835 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $1.77万 | 0.01% | 182 | 1 | 0.6% | $97 | 加仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $1.80万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $1.81万 | 0.01% | 83 | 47 | 130.6% | $1.03万 | 加仓 |
| SIVR | ABRDN PHYSICAL SILVER SHARES ETF | $1.86万 | 0.01% | 260 | 260 | — | $1.86万 | 新建仓 |
| CRM | SALESFORCE INC | $1.91万 | 0.01% | 102 | 0 | 0.0% | — | 不变 |
| POOL | POOL CORP | $1.95万 | 0.01% | 96 | 96 | — | $1.95万 | 新建仓 |
| EXC | EXELON CORP | $1.98万 | 0.01% | 403 | 2 | 0.5% | $98 | 加仓 |
| DB | DEUTSCHE BANK AG FCLASS CLASS N | $1.98万 | 0.01% | 666 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $1.99万 | 0.01% | 116 | 0 | 0.0% | — | 不变 |
| NWG | NATWEST GROUP PLC FUNSPONSORED ADR 1 ADR REPS 2 ORD SHS | $2.00万 | 0.01% | 1,340 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $2.02万 | 0.01% | 141 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC REIT | $2.02万 | 0.01% | 102 | 1 | 1.0% | $198 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $2.05万 | 0.01% | 156 | 1 | 0.6% | $131 | 加仓 |
| SNY | SANOFI FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS | $2.08万 | 0.01% | 432 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $2.11万 | 0.01% | 78 | 1 | 1.3% | $271 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC | $2.12万 | 0.01% | 43 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $2.13万 | 0.01% | 35 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $2.14万 | 0.01% | 202 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $2.15万 | 0.01% | 82 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC F | $2.15万 | 0.01% | 109 | 109 | — | $2.15万 | 新建仓 |
| FIXD | FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF | $2.16万 | 0.01% | 495 | 0 | 0.0% | — | 不变 |
| HSBC | HSBC HLDGS PLC FSPONSORED ADR 1 ADR REPS 5 ORD SHS | $2.19万 | 0.01% | 266 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP | $2.22万 | 0.01% | 437 | 4 | 0.9% | $203 | 加仓 |
| KEY | KEYCORP NEW | $2.23万 | 0.01% | 1,114 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INT F | $2.27万 | 0.01% | 173 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $2.31万 | 0.01% | 87 | 87 | — | $2.31万 | 新建仓 |
| SANM | SANMINA CORP | $2.35万 | 0.01% | 181 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $2.38万 | 0.01% | 255 | 0 | 0.0% | — | 不变 |
| SPMO | INVESCO S&P 500 MOMENTUMETF | $2.40万 | 0.01% | 214 | 21 | 10.9% | $2,358 | 加仓 |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | $2.43万 | 0.01% | 255 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD LARGE-CAP INDEXFUND ETF SHARES | $2.43万 | 0.01% | 81 | 0 | 0.0% | — | 不变 |
| BHP | BHP GROUP LTD FSPONSORED ADR 1 ADR REPS 2 ORD SHS | $2.47万 | 0.01% | 338 | 6 | 1.8% | $438 | 加仓 |
| SCHW | CHARLES SCHWAB CORP | $2.48万 | 0.01% | 263 | 1 | 0.4% | $94 | 加仓 |
| MA | MASTERCARD INC CLASS CLASS A | $2.50万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $2.62万 | 0.01% | 578 | 578 | — | $2.62万 | 新建仓 |
| TM | TOYOTA MTR CORP FSPONSORED ADR 1 ADR REPS 10 ORD SHS | $2.62万 | 0.01% | 127 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $2.65万 | 0.01% | 292 | -1,140 | -79.6% | -$10.34万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSIN | $2.66万 | 0.01% | 131 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS I | $2.67万 | 0.01% | 531 | 8 | 1.5% | $402 | 加仓 |
| — | AVANTIS MODERATE ALLOCATION ETF | $2.71万 | 0.01% | 402 | 402 | — | $2.71万 | 新建仓 |
| TTE | TOTALENERGIES F | $2.72万 | 0.01% | 299 | 0 | 0.0% | — | 不变 |
| NYT | NEW YORK TIMES CO CLASS CLASS A | $2.73万 | 0.01% | 325 | 1 | 0.3% | $84 | 加仓 |
| USRT | ISHARES CORE U.S. REIT ETF | $2.84万 | 0.01% | 480 | -25 | -5.0% | -$1,480 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $2.84万 | 0.01% | 171 | -1 | -0.6% | -$166 | 减仓 |
| LEN | LENNAR CORP CLASS A | $2.87万 | 0.01% | 331 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD MID-CAP VALUE INDEX FUND ETF SHARES | $2.87万 | 0.01% | 156 | -158 | -50.3% | -$2.91万 | 减仓 |
| T | AT&T INC | $2.93万 | 0.01% | 1,011 | -25 | -2.4% | -$725 | 减仓 |
| LOW | LOWES COS INC | $2.97万 | 0.01% | 125 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABS | $3.01万 | 0.01% | 293 | 136 | 86.6% | $1.40万 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES IN | $3.02万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| BCS | BARCLAYS PLC FSPONSORED ADR 1 ADR REPS 4 ORD SHS | $3.04万 | 0.01% | 1,439 | 0 | 0.0% | — | 不变 |
| BGRN | ISHARES USD GREEN BOND ETF | $3.07万 | 0.01% | 647 | 0 | 0.0% | — | 不变 |
| UBS | UBS GROUP AG F | $3.12万 | 0.01% | 798 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND ETF SHARES | $3.12万 | 0.01% | 330 | 173 | 110.2% | $1.64万 | 加仓 |
| SCHZ | SCHWAB U.S. AGGREGATE BOND ETF | $3.21万 | 0.01% | 1,381 | -1,840 | -57.1% | -$4.27万 | 减仓 |
| CSX | CSX CORP | $3.22万 | 0.01% | 785 | 3 | 0.4% | $123 | 加仓 |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $3.24万 | 0.01% | 690 | 473 | 218.0% | $2.22万 | 加仓 |
| SCHR | SCHWAB INTERMEDIATE-TERMU.S. TREASURY ETF | $3.28万 | 0.01% | 1,316 | 3 | 0.2% | $75 | 加仓 |
| ING | ING GROEP N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $3.28万 | 0.01% | 1,259 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $3.31万 | 0.01% | 61 | 0 | 0.0% | — | 不变 |
| CNQ | CANADIAN NAT RES LTD F | $3.34万 | 0.01% | 686 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $3.35万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | $3.51万 | 0.01% | 141 | 23 | 19.5% | $5,723 | 加仓 |
| V | VISA INC CLASS CLASS A | $3.52万 | 0.01% | 116 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES | $3.55万 | 0.01% | 164 | -1,182 | -87.8% | -$25.57万 | 减仓 |
| KR | KROGER CO | $3.62万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC FTENDER OFFER EXP: | $3.63万 | 0.01% | 389 | 3 | 0.8% | $280 | 加仓 |
| AVLV | AVANTIS US LARGE CAP VALUE ETF | $3.63万 | 0.01% | 450 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $3.64万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| MGV | VANGUARD MEGA CAP VALUE INDEX FUND ETF SHARES | $3.67万 | 0.01% | 253 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORP | $3.68万 | 0.01% | 112 | 1 | 0.9% | $329 | 加仓 |
| CEG | CONSTELLATION ENERGY COR | $3.69万 | 0.01% | 132 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $3.72万 | 0.01% | 1,326 | 83 | 6.7% | $2,331 | 加仓 |
| GM | GENERAL MTRS CO | $3.79万 | 0.01% | 509 | 0 | 0.0% | — | 不变 |
| SAN | BANCO SANTANDER SA FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $3.81万 | 0.01% | 3,376 | 0 | 0.0% | — | 不变 |
| SNA | SNAP ON INC | $3.81万 | 0.01% | 105 | 1 | 1.0% | $363 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS | $3.82万 | 0.01% | 113 | 0 | 0.0% | — | 不变 |
| PXF | INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF | $3.83万 | 0.01% | 548 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMERICA CORP | $3.92万 | 0.01% | 803 | 5 | 0.6% | $244 | 加仓 |
| SLYG | STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF | $4.01万 | 0.01% | 415 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC NEW | $4.01万 | 0.01% | 41 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GR | $4.12万 | 0.01% | 509 | 5 | 1.0% | $405 | 加仓 |
| DHR | DANAHER CORP | $4.16万 | 0.01% | 219 | -159 | -42.1% | -$3.02万 | 减仓 |
| — | INVESCO S&P MIDCAP 400 PURE GROWTH ETF | $4.19万 | 0.01% | 765 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD FINANCIALS INDEX FUND ETF SHARES | $4.23万 | 0.01% | 350 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $4.26万 | 0.01% | 274 | -152 | -35.7% | -$2.37万 | 减仓 |