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 |
|---|---|---|---|---|---|---|---|---|
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ETF SHARES | $47.62万 | 0.15% | 6,175 | -28 | -0.5% | -$2,159 | 减仓 |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $49.13万 | 0.15% | 4,884 | -45 | -0.9% | -$4,527 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $50.69万 | 0.16% | 2,073 | 144 | 7.5% | $3.52万 | 加仓 |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $52.07万 | 0.16% | 4,390 | -105 | -2.3% | -$1.25万 | 减仓 |
| — | EXXON MOBIL CORP | $56.81万 | 0.18% | 3,348 | 5 | 0.1% | $848 | 加仓 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND ETF SHARES | $61.82万 | 0.19% | 8,231 | 6 | 0.1% | $451 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $62.50万 | 0.20% | 1,045 | 154 | 17.3% | $9.21万 | 加仓 |
| DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | $63.56万 | 0.20% | 13,116 | 6 | 0.0% | $291 | 加仓 |
| TRV | TRAVELERS COS INC | $66.24万 | 0.21% | 2,271 | -23 | -1.0% | -$6,709 | 减仓 |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $67.52万 | 0.21% | 6,528 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES | $72.22万 | 0.23% | 9,807 | 1,301 | 15.3% | $9.58万 | 加仓 |
| DLS | WISDOMTREE INTERNATIONALSMALLCAP DIVIDEND FUND | $83.25万 | 0.26% | 10,214 | -91 | -0.9% | -$7,417 | 减仓 |
| PCY | INVESCO EMERGING MARKETSSOVEREIGN DEBT ETF | $87.74万 | 0.28% | 41,980 | -986 | -2.3% | -$2.06万 | 减仓 |
| PCAR | PACCAR INC | $89.30万 | 0.28% | 7,732 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD SHARES | $101.55万 | 0.32% | 2,360 | 12 | 0.5% | $5,163 | 加仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $109.14万 | 0.34% | 4,593 | -42 | -0.9% | -$9,980 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DCLASS A | $143.63万 | 0.45% | 2 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | $147.02万 | 0.46% | 4,582 | 18 | 0.4% | $5,776 | 加仓 |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $151.83万 | 0.48% | 16,567 | -7,554 | -31.3% | -$69.23万 | 减仓 |
| COST | COSTCO WHSL CORP NEW | $166.25万 | 0.52% | 1,668 | 7 | 0.4% | $6,977 | 加仓 |
| AAPL | APPLE INC | $201.97万 | 0.64% | 7,958 | 5 | 0.1% | $1,269 | 加仓 |
| GAL | STATE STREET GLOBAL ALLOCATION ETF | $216.35万 | 0.68% | 43,707 | -837 | -1.9% | -$4.14万 | 减仓 |
| AMZN | AMAZON.COM INC | $219.93万 | 0.69% | 10,560 | 1,952 | 22.7% | $40.65万 | 加仓 |
| BSV | VANGUARD SHORT-TERM BONDINDEX FUND ETF SHARES | $298.15万 | 0.94% | 38,024 | -951 | -2.4% | -$7.46万 | 减仓 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND INDEXFUND ETF SHARES | $304.33万 | 0.96% | 63,335 | -1 | -0.0% | -$48 | 减仓 |
| PDN | INVESCO RAFI DEVELOPED MARKETS EX-U.S. SMALL-MID ETF | $365.56万 | 1.15% | 84,288 | -2,224 | -2.6% | -$9.65万 | 减仓 |
| MSFT | MICROSOFT CORP | $427.90万 | 1.35% | 11,559 | -22 | -0.2% | -$8,144 | 减仓 |
| SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | $454.15万 | 1.43% | 76,688 | 11,580 | 17.8% | $68.58万 | 加仓 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTHETF | $459.36万 | 1.45% | 46,916 | 7,587 | 19.3% | $74.28万 | 加仓 |
| VO | VANGUARD MID-CAP INDEX FUND ETF SHARES | $522.07万 | 1.64% | 18,179 | -1,406 | -7.2% | -$40.38万 | 减仓 |
| SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | $524.84万 | 1.65% | 112,288 | 330 | 0.3% | $1.54万 | 加仓 |
| VBIL | VANGUARD 0-3 MONTH TREASURY BILL ETF | $525.24万 | 1.65% | 69,430 | -1,962 | -2.7% | -$14.84万 | 减仓 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $585.25万 | 1.84% | 78,716 | -2,049 | -2.5% | -$15.23万 | 减仓 |
| IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | $700.69万 | 2.20% | 140,026 | 7,626 | 5.8% | $38.16万 | 加仓 |
| VWOB | VANGUARD EMERGING MARKETS GOVERNMENT BOND INDEX FUND ETF SHARES | $733.83万 | 2.31% | 111,710 | 4,776 | 4.5% | $31.37万 | 加仓 |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND ET | $820.02万 | 2.58% | 164,168 | 26,843 | 19.5% | $134.08万 | 加仓 |
| DFIS | DIMENSIONAL INTERNATIONAL SMALL CAP ETF | $935.32万 | 2.94% | 277,790 | 2,320 | 0.8% | $7.81万 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAPETF | $1,175.41万 | 3.70% | 174,057 | -4,495 | -2.5% | -$30.35万 | 减仓 |
| SCHP | SCHWAB U.S. TIPS ETF | $1,235.94万 | 3.89% | 464,464 | -28,095 | -5.7% | -$74.76万 | 减仓 |
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | $1,316.80万 | 4.14% | 249,487 | 1,859 | 0.8% | $9.81万 | 加仓 |
| AVDV | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | $1,416.56万 | 4.46% | 141,854 | 409 | 0.3% | $4.08万 | 加仓 |
| VUG | VANGUARD GROWTH INDEX FUND ETF SHARES | $1,433.48万 | 4.51% | 32,818 | -641 | -1.9% | -$28.00万 | 减仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $1,539.37万 | 4.84% | 155,068 | 5,789 | 3.9% | $57.47万 | 加仓 |
| VMBS | VANGUARD MORTGAGE-BACKEDSECURITIES INDEX FUND ETF SHARES | $1,566.47万 | 4.93% | 333,646 | 14,319 | 4.5% | $67.23万 | 加仓 |
| SCHO | SCHWAB SHORT-TERM U.S. TREASURY ETF | $1,601.77万 | 5.04% | 659,977 | 28,015 | 4.4% | $67.99万 | 加仓 |
| EFG | ISHARES MSCI EAFE GROWTHETF | $1,653.64万 | 5.20% | 148,481 | 5,071 | 3.5% | $56.48万 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES | $1,672.67万 | 5.26% | 309,466 | 8,577 | 2.9% | $46.36万 | 加仓 |
| VBR | VANGUARD SMALL-CAP VALUEINDEX FUND ETF SHARES | $1,724.78万 | 5.43% | 79,391 | 1,591 | 2.0% | $34.56万 | 加仓 |
| VBK | VANGUARD SMALL-CAP GROWTH INDEX FUND ETF SHARES | $1,784.70万 | 5.62% | 59,047 | 1,234 | 2.1% | $37.30万 | 加仓 |
| VTV | VANGUARD VALUE INDEX FUND ETF SHARES | $1,857.94万 | 5.85% | 94,696 | 1,896 | 2.0% | $37.20万 | 加仓 |