Robinswood Financial LLC
KIRKLAND WA · SEC CIK 0002139748
$3.49亿2026Q2 申报市值
428持仓数
52.2%前十大占比 · 第一大 6.3%
27 / 37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
AGG 加仓+$85.13万
VMBS 加仓+$78.75万
VBR 加仓+$78.17万
VTV 加仓+$72.92万
SPYG 加仓+$64.95万
2026Q2 卖出最多 按季末市值估算
QQQM 减仓-$33.91万
VBIL 减仓-$24.77万
VUG 减仓-$15.55万
AMZN 减仓-$15.40万
VOO 减仓-$14.99万
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 |
|---|---|---|---|---|---|---|---|---|
| MGV | VANGUARD MEGA CAP VALUE INDEX FUND ETF SHARES | $4.14万 | 0.01% | 253 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GR | $4.17万 | 0.01% | 513 | 4 | 0.8% | $325 | 加仓 |
| COP | CONOCOPHILLIPS | $4.18万 | 0.01% | 401 | 1 | 0.2% | $104 | 加仓 |
| SNA | SNAP ON INC | $4.25万 | 0.01% | 105 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC F | $4.29万 | 0.01% | 548 | -37 | -6.3% | -$2,895 | 减仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES | $4.30万 | 0.01% | 181 | 17 | 10.4% | $4,041 | 加仓 |
| CMI | CUMMINS INC | $4.40万 | 0.01% | 61 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $4.42万 | 0.01% | 508 | 4 | 0.8% | $348 | 加仓 |
| OEF | ISHARES S&P 100 ETF | $4.50万 | 0.01% | 123 | -12 | -8.9% | -$4,395 | 减仓 |
| SANM | SANMINA CORP | $4.58万 | 0.01% | 181 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD FINANCIALS INDEX FUND ETF SHARES | $4.61万 | 0.01% | 350 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $4.63万 | 0.01% | 305 | 2 | 0.7% | $303 | 加仓 |
| SAN | BANCO SANTANDER SA FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $4.66万 | 0.01% | 3,376 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC | $4.71万 | 0.01% | 660 | 10 | 1.5% | $714 | 加仓 |
| BAC | BANK OF AMERICA CORP | $4.73万 | 0.01% | 830 | 27 | 3.4% | $1,540 | 加仓 |
| NEE | NEXTERA ENERGY INC | $4.79万 | 0.01% | 545 | 4 | 0.7% | $351 | 加仓 |
| SPHD | INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF | $4.79万 | 0.01% | 942 | 0 | 0.0% | — | 不变 |
| — | INVESCO S&P MIDCAP 400 PURE GROWTH ETF | $4.94万 | 0.01% | 765 | 0 | 0.0% | — | 不变 |
| SLYG | STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF | $4.95万 | 0.01% | 415 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $5.05万 | 0.01% | 362 | 18 | 5.2% | $2,513 | 加仓 |
| VCR | VANGUARD CONSUMER DISCRETIONARY INDEX FUNDETF SHARES | $5.12万 | 0.01% | 129 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $5.17万 | 0.01% | 274 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT-MCMORAN INC | $5.19万 | 0.01% | 825 | 2 | 0.2% | $126 | 加仓 |
| ORCL | ORACLE CORP | $5.42万 | 0.02% | 370 | 1 | 0.3% | $147 | 加仓 |
| GNMA | ISHARES GNMA BOND ETF | $5.43万 | 0.02% | 1,227 | -136 | -10.0% | -$6,017 | 减仓 |
| IJR | ISHARES CORE S&P SMALL-CAP ETF | $5.43万 | 0.02% | 366 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES RUSSELL MID-CAP ETF | $5.56万 | 0.02% | 503 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | $5.92万 | 0.02% | 433 | 2 | 0.5% | $273 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS | $6.16万 | 0.02% | 129 | 16 | 14.2% | $7,641 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $6.20万 | 0.02% | 183 | 1 | 0.5% | $339 | 加仓 |
| C | CITIGROUP INC | $6.23万 | 0.02% | 445 | 3 | 0.7% | $420 | 加仓 |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | $6.25万 | 0.02% | 350 | 1 | 0.3% | $179 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $6.29万 | 0.02% | 1,989 | -188 | -8.6% | -$5,943 | 减仓 |
| EFA | ISHARES MSCI EAFE ETF | $6.72万 | 0.02% | 647 | 6 | 0.9% | $624 | 加仓 |
| VHT | VANGUARD HEALTH CARE INDEX FUND ETF SHARES | $6.94万 | 0.02% | 232 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC CLASS C | $7.07万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| PPG | PPG INDS INC | $7.17万 | 0.02% | 591 | 0 | 0.0% | — | 不变 |
| SCHR | SCHWAB INTERMEDIATE-TERMU.S. TREASURY ETF | $7.19万 | 0.02% | 2,914 | 1,598 | 121.4% | $3.94万 | 加仓 |
| — | AMPLIFY ETHO CLIMATE LEADERSHIP U.S. ETF | $7.34万 | 0.02% | 911 | 134 | 17.2% | $1.08万 | 加仓 |
| VDE | VANGUARD ENERGY INDEX FUND ETF SHARES | $7.73万 | 0.02% | 515 | -50 | -8.8% | -$7,506 | 减仓 |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $7.90万 | 0.02% | 785 | 0 | 0.0% | — | 不变 |
| — | AVANTIS MODERATE ALLOCATION ETF | $7.93万 | 0.02% | 1,087 | 685 | 170.4% | $5.00万 | 加仓 |
| ASML | ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $7.96万 | 0.02% | 40 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $8.03万 | 0.02% | 227 | -23 | -9.2% | -$8,139 | 减仓 |
| VB | VANGUARD SMALL-CAP INDEXFUND ETF SHARES | $8.11万 | 0.02% | 267 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $8.27万 | 0.02% | 730 | 3 | 0.4% | $340 | 加仓 |
| GCOW | PACER GLOBAL CASH COWS DIVIDEND ETF | $8.42万 | 0.02% | 1,945 | 0 | 0.0% | — | 不变 |
| EEMX | STATE STREET SPDR MSCI EMERGING MARKETS FOSSIL FUEL RESERVES FREE ETF | $8.53万 | 0.02% | 1,576 | 176 | 12.6% | $9,530 | 加仓 |
| SCHD | SCHWAB U.S. DIVIDEND EQUITY ETF | $8.67万 | 0.02% | 2,735 | 916 | 50.4% | $2.90万 | 加仓 |
| — | DIMENSIONAL US HIGH PROFITABILITY ETF | $9.06万 | 0.03% | 2,170 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $9.13万 | 0.03% | 217 | -3 | -1.4% | -$1,262 | 减仓 |
| LLY | ELI LILLY AND CO | $9.76万 | 0.03% | 81 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD EXTENDED MARKETINDEX FUND ETF SHARES | $9.90万 | 0.03% | 402 | 402 | — | $9.90万 | 新建仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES | $10.52万 | 0.03% | 880 | -40 | -4.3% | -$4,781 | 减仓 |
| GEV | GE VERNOVA INC | $10.58万 | 0.03% | 90 | 0 | 0.0% | — | 不变 |
| VUSB | VANGUARD ULTRA-SHORT BOND ETF SHARES | $10.65万 | 0.03% | 2,139 | 11 | 0.5% | $548 | 加仓 |
| CVX | CHEVRON CORP NEW | $10.76万 | 0.03% | 649 | 6 | 0.9% | $995 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $10.77万 | 0.03% | 106 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO | $10.92万 | 0.03% | 3,215 | 15 | 0.5% | $509 | 加仓 |
| VT | VANGUARD TOTAL WORLD STOCK INDEX FUND ETF SHARES | $11.58万 | 0.03% | 738 | 51 | 7.4% | $8,004 | 加仓 |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $11.58万 | 0.03% | 1,088 | 0 | 0.0% | — | 不变 |
| IBM | IBM CORP | $11.59万 | 0.03% | 412 | 1 | 0.2% | $281 | 加仓 |
| BA | BOEING CO | $12.21万 | 0.04% | 564 | 200 | 54.9% | $4.33万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $12.43万 | 0.04% | 379 | 1 | 0.3% | $328 | 加仓 |
| ARR | ARMOUR RESIDENTIAL REIT | $12.63万 | 0.04% | 7,238 | 0 | 0.0% | — | 不变 |
| EFAX | STATE STREET SPDR MSCI EAFE FOSSIL FUEL RESERVES FREE ETF | $12.81万 | 0.04% | 2,367 | 380 | 19.1% | $2.06万 | 加仓 |
| XYLD | GLOBAL X S&P 500 COVEREDCALL ETF | $12.84万 | 0.04% | 3,149 | 0 | 0.0% | — | 不变 |
| SPYX | STATE STREET SPDR S&P 500 FOSSIL FUEL RESERVESFREE ETF | $13.19万 | 0.04% | 2,158 | 339 | 18.6% | $2.07万 | 加仓 |
| CAT | CATERPILLAR INC | $13.29万 | 0.04% | 124 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $13.30万 | 0.04% | 355 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $13.60万 | 0.04% | 503 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO. INC. | $13.61万 | 0.04% | 1,059 | 7 | 0.7% | $900 | 加仓 |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $13.91万 | 0.04% | 1,694 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | $14.00万 | 0.04% | 2,743 | -2,743 | -50.0% | -$14.00万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY CLASS B | $14.46万 | 0.04% | 289 | 14 | 5.1% | $7,005 | 加仓 |
| SMH | VANECK SEMICONDUCTOR ETF | $14.57万 | 0.04% | 222 | -26 | -10.5% | -$1.71万 | 减仓 |
| IVV | ISHARES CORE S&P 500 ETF | $14.61万 | 0.04% | 195 | 1 | 0.5% | $749 | 加仓 |
| MMM | 3M CO | $14.63万 | 0.04% | 903 | -61 | -6.3% | -$9,885 | 减仓 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUN | $14.80万 | 0.04% | 1,790 | 9 | 0.5% | $744 | 加仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES | $16.17万 | 0.05% | 1,022 | -21 | -2.0% | -$3,322 | 减仓 |
| PEP | PEPSICO INC | $16.29万 | 0.05% | 1,203 | 2 | 0.2% | $271 | 加仓 |
| MUNI | PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND | $16.50万 | 0.05% | 3,137 | 1,612 | 105.7% | $8.48万 | 加仓 |
| UNP | UNION PAC CORP | $16.62万 | 0.05% | 611 | 3 | 0.5% | $816 | 加仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $16.76万 | 0.05% | 691 | 2 | 0.3% | $485 | 加仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $17.07万 | 0.05% | 1,941 | 5 | 0.3% | $440 | 加仓 |
| AVGO | BROADCOM INC | $18.87万 | 0.05% | 499 | -38 | -7.1% | -$1.44万 | 减仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $18.94万 | 0.05% | 2,769 | -20 | -0.7% | -$1,368 | 减仓 |
| META | META PLATFORMS INC CLASS A | $19.62万 | 0.06% | 348 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND ETF SHARES | $20.78万 | 0.06% | 1,346 | 1 | 0.1% | $154 | 加仓 |
| MPC | MARATHON PETE CORP | $21.28万 | 0.06% | 832 | 3 | 0.4% | $767 | 加仓 |
| PG | PROCTER & GAMBLE CO | $22.12万 | 0.06% | 1,508 | -126 | -7.7% | -$1.85万 | 减仓 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF SHARES | $22.39万 | 0.06% | 2,919 | -464 | -13.7% | -$3.56万 | 减仓 |
| PNC | PNC FINL SERVICES | $22.49万 | 0.06% | 913 | 7 | 0.8% | $1,724 | 加仓 |
| SCHB | SCHWAB U.S. BROAD MARKETETF | $22.96万 | 0.07% | 7,928 | -124 | -1.5% | -$3,591 | 减仓 |
| — | DIMENSIONAL U.S. SMALL CAP ETF | $24.10万 | 0.07% | 2,927 | 2 | 0.1% | $165 | 加仓 |
| GAM | GENERAL AMERICAN INVESTO | $24.43万 | 0.07% | 3,832 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD S&P 500 GROWTH INDEX FUND ETF SHARES | $24.49万 | 0.07% | 2,964 | -6 | -0.2% | -$496 | 减仓 |
| MS | MORGAN STANLEY | $25.43万 | 0.07% | 1,216 | 6 | 0.5% | $1,255 | 加仓 |
| QQQ | INVESCO QQQ TR | $26.15万 | 0.07% | 355 | -56 | -13.6% | -$4.12万 | 减仓 |
| RTX | RTX CORP | $27.46万 | 0.08% | 1,447 | 1 | 0.1% | $190 | 加仓 |