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 |
|---|---|---|---|---|---|---|---|---|
| OEF | ISHARES S&P 100 ETF | $4.30万 | 0.01% | 135 | 13 | 10.7% | $4,139 | 加仓 |
| AMGN | AMGEN INC | $4.42万 | 0.01% | 125 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES CORE S&P SMALL-CAP ETF | $4.55万 | 0.01% | 366 | 112 | 44.1% | $1.39万 | 加仓 |
| OKE | ONEOK INC NEW | $4.56万 | 0.01% | 504 | 6 | 1.2% | $543 | 加仓 |
| VCR | VANGUARD CONSUMER DISCRETIONARY INDEX FUNDETF SHARES | $4.63万 | 0.01% | 129 | 0 | 0.0% | — | 不变 |
| SPHD | INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF | $4.68万 | 0.01% | 942 | -1,180 | -55.6% | -$5.86万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $4.77万 | 0.02% | 303 | 2 | 0.7% | $315 | 加仓 |
| FCX | FREEPORT-MCMORAN INC | $4.84万 | 0.02% | 823 | 2 | 0.2% | $118 | 加仓 |
| IWR | ISHARES RUSSELL MID-CAP ETF | $4.90万 | 0.02% | 503 | -93 | -15.6% | -$9,058 | 减仓 |
| C | CITIGROUP INC | $5.02万 | 0.02% | 442 | 2 | 0.5% | $227 | 加仓 |
| NEE | NEXTERA ENERGY INC | $5.03万 | 0.02% | 541 | 3 | 0.6% | $279 | 加仓 |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | $5.06万 | 0.02% | 349 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC F | $5.07万 | 0.02% | 585 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | $5.11万 | 0.02% | 431 | 1 | 0.2% | $119 | 加仓 |
| — | AMPLIFY ETHO CLIMATE LEADERSHIP U.S. ETF | $5.13万 | 0.02% | 777 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $5.28万 | 0.02% | 40 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $5.28万 | 0.02% | 400 | 2 | 0.5% | $264 | 加仓 |
| ORCL | ORACLE CORP | $5.43万 | 0.02% | 369 | 1 | 0.3% | $147 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $5.53万 | 0.02% | 182 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB U.S. DIVIDEND EQUITY ETF | $5.58万 | 0.02% | 1,819 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC CLASS CLASS C | $5.74万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| GNMA | ISHARES GNMA BOND ETF | $6.04万 | 0.02% | 1,363 | 10 | 0.7% | $443 | 加仓 |
| EEMX | STATE STREET SPDR MSCI EMERGING MARKETS FOSSIL FUEL RESERVES FREE ETF | $6.19万 | 0.02% | 1,400 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES MSCI EAFE ETF | $6.23万 | 0.02% | 641 | -3 | -0.5% | -$291 | 减仓 |
| NFLX | NETFLIX INC | $6.25万 | 0.02% | 650 | -2 | -0.3% | -$192 | 减仓 |
| PPG | PPG INDS INC | $6.32万 | 0.02% | 591 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD HEALTH CARE INDEX FUND ETF SHARES | $6.32万 | 0.02% | 232 | 18 | 8.4% | $4,903 | 加仓 |
| VB | VANGUARD SMALL-CAP INDEXFUND ETF SHARES | $7.01万 | 0.02% | 267 | -113 | -29.7% | -$2.97万 | 减仓 |
| BA | BOEING CO | $7.25万 | 0.02% | 364 | 66 | 22.1% | $1.31万 | 加仓 |
| LLY | ELI LILLY AND CO | $7.47万 | 0.02% | 81 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $7.86万 | 0.02% | 90 | 1 | 1.1% | $873 | 加仓 |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $7.90万 | 0.02% | 785 | 0 | 0.0% | — | 不变 |
| MUNI | PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND | $7.96万 | 0.03% | 1,525 | 1,525 | — | $7.96万 | 新建仓 |
| — | DIMENSIONAL US HIGH PROFITABILITY ETF | $7.98万 | 0.03% | 2,170 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES | $8.03万 | 0.03% | 115 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $8.18万 | 0.03% | 220 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $8.22万 | 0.03% | 250 | 2 | 0.8% | $658 | 加仓 |
| CAT | CATERPILLAR INC | $8.83万 | 0.03% | 124 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $8.97万 | 0.03% | 106 | 1 | 1.0% | $846 | 加仓 |
| GCOW | PACER GLOBAL CASH COWS DIVIDEND ETF | $8.99万 | 0.03% | 1,945 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $9.04万 | 0.03% | 727 | 1 | 0.1% | $124 | 加仓 |
| VT | VANGUARD TOTAL WORLD STOCK INDEX FUND ETF SHARES | $9.50万 | 0.03% | 687 | 77 | 12.6% | $1.07万 | 加仓 |
| SMH | VANECK SEMICONDUCTOR ETF | $9.51万 | 0.03% | 248 | -20 | -7.5% | -$7,673 | 减仓 |
| SPYX | STATE STREET SPDR S&P 500 FOSSIL FUEL RESERVESFREE ETF | $9.65万 | 0.03% | 1,819 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD ENERGY INDEX FUND ETF SHARES | $9.78万 | 0.03% | 565 | 15 | 2.7% | $2,596 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $9.87万 | 0.03% | 2,177 | 10 | 0.5% | $453 | 加仓 |
| EFAX | STATE STREET SPDR MSCI EAFE FOSSIL FUEL RESERVES FREE ETF | $9.89万 | 0.03% | 1,987 | 0 | 0.0% | — | 不变 |
| IBM | IBM CORP | $9.98万 | 0.03% | 411 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $10.09万 | 0.03% | 355 | 6 | 1.7% | $1,705 | 加仓 |
| VUSB | VANGUARD ULTRA-SHORT BOND ETF SHARES | $10.60万 | 0.03% | 2,128 | 8 | 0.4% | $398 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $11.14万 | 0.04% | 378 | 1 | 0.3% | $295 | 加仓 |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $11.59万 | 0.04% | 1,088 | 0 | 0.0% | — | 不变 |
| ARR | ARMOUR RESIDENTIAL REIT | $12.07万 | 0.04% | 7,238 | 0 | 0.0% | — | 不变 |
| XYLD | GLOBAL X S&P 500 COVEREDCALL ETF | $12.32万 | 0.04% | 3,149 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO | $12.48万 | 0.04% | 3,200 | 3,200 | — | $12.48万 | 新建仓 |
| MRK | MERCK & CO. INC. | $12.66万 | 0.04% | 1,052 | 7 | 0.7% | $842 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $12.74万 | 0.04% | 194 | 34 | 21.2% | $2.23万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY CLASS B | $13.18万 | 0.04% | 275 | 44 | 19.0% | $2.11万 | 加仓 |
| CVX | CHEVRON CORP NEW | $13.31万 | 0.04% | 643 | 5 | 0.8% | $1,035 | 加仓 |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $13.99万 | 0.04% | 1,694 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $14.00万 | 0.04% | 964 | -32 | -3.2% | -$4,649 | 减仓 |
| SNOW | SNOWFLAKE INC CLASS CLASS A | $14.12万 | 0.04% | 936 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $14.73万 | 0.05% | 689 | -347 | -33.5% | -$7.42万 | 减仓 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUN | $14.74万 | 0.05% | 1,781 | 720 | 67.9% | $5.96万 | 加仓 |
| UNP | UNION PAC CORP | $14.75万 | 0.05% | 608 | 4 | 0.7% | $971 | 加仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $14.82万 | 0.05% | 1,936 | 1,936 | — | $14.82万 | 新建仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES | $15.45万 | 0.05% | 1,043 | 149 | 16.7% | $2.21万 | 加仓 |
| MCD | MCDONALDS CORP | $15.63万 | 0.05% | 503 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $15.84万 | 0.05% | 2,789 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $16.64万 | 0.05% | 537 | -8 | -1.5% | -$2,479 | 减仓 |
| PEP | PEPSICO INC | $18.66万 | 0.06% | 1,201 | -30 | -2.4% | -$4,660 | 减仓 |
| PNC | PNC FINL SERVICES | $18.86万 | 0.06% | 906 | 6 | 0.7% | $1,249 | 加仓 |
| VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND ETF SHARES | $19.62万 | 0.06% | 1,345 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $19.65万 | 0.06% | 5,964 | 1,083 | 22.2% | $3.57万 | 加仓 |
| MS | MORGAN STANLEY | $19.92万 | 0.06% | 1,210 | 7 | 0.6% | $1,152 | 加仓 |
| META | META PLATFORMS INC CLASS CLASS A | $19.92万 | 0.06% | 348 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD S&P 500 GROWTH INDEX FUND ETF SHARES | $20.18万 | 0.06% | 495 | -3 | -0.6% | -$1,223 | 减仓 |
| SCHB | SCHWAB U.S. BROAD MARKETETF | $20.21万 | 0.06% | 8,052 | -916 | -10.2% | -$2.30万 | 减仓 |
| MPC | MARATHON PETE CORP | $20.25万 | 0.06% | 829 | 4 | 0.5% | $977 | 加仓 |
| — | DIMENSIONAL U.S. SMALL CAP ETF | $20.81万 | 0.07% | 2,925 | 2 | 0.1% | $142 | 加仓 |
| GAM | GENERAL AMERICAN INVESTO | $22.41万 | 0.07% | 3,832 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $23.62万 | 0.07% | 1,634 | 114 | 7.5% | $1.65万 | 加仓 |
| QQQ | INVESCO QQQ TR | $23.75万 | 0.07% | 411 | 8 | 2.0% | $4,623 | 加仓 |
| — | DIMENSIONAL U.S. TARGETED VALUE ETF | $24.84万 | 0.08% | 3,978 | 4 | 0.1% | $250 | 加仓 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $24.92万 | 0.08% | 8,048 | 1,652 | 25.8% | $5.11万 | 加仓 |
| VTEB | VANGUARD TAX-EXEMPT BONDINDEX FUND ETF SHARES | $25.61万 | 0.08% | 5,133 | 1,591 | 44.9% | $7.94万 | 加仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $26.06万 | 0.08% | 8,960 | 2,152 | 31.6% | $6.26万 | 加仓 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF SHARES | $26.11万 | 0.08% | 3,383 | 2,588 | 325.5% | $19.98万 | 加仓 |
| DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | $26.60万 | 0.08% | 3,751 | -13 | -0.3% | -$922 | 减仓 |
| RTX | RTX CORP | $27.89万 | 0.09% | 1,446 | 1 | 0.1% | $193 | 加仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $28.69万 | 0.09% | 672 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC CLASS CLASS A | $28.99万 | 0.09% | 1,008 | 1 | 0.1% | $288 | 加仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $29.96万 | 0.09% | 12,107 | 653 | 5.7% | $1.62万 | 加仓 |
| AVUV | AVANTIS US SMALL CAP VALUE ETF | $30.42万 | 0.10% | 2,754 | 293 | 11.9% | $3.24万 | 加仓 |
| SBUX | STARBUCKS CORP | $31.34万 | 0.10% | 3,497 | 14 | 0.4% | $1,255 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | $32.38万 | 0.10% | 5,486 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES | $36.42万 | 0.11% | 5,683 | 1,024 | 22.0% | $6.56万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF TRUST | $40.71万 | 0.13% | 626 | 2 | 0.3% | $1,301 | 加仓 |
| NVDA | NVIDIA CORP | $43.22万 | 0.14% | 2,478 | -28 | -1.1% | -$4,883 | 减仓 |
| — | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $46.67万 | 0.15% | 12,009 | 2 | 0.0% | $78 | 加仓 |