13F 机构持仓

Robinswood Financial LLC

KIRKLAND WA · SEC CIK 0002139748

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$3.49亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VBK 6.3%
VTV 6.1%
VBR 5.8%
EFG 5.5%
VWO 5.4%
VUG 4.8%
SCHO 4.7%
VMBS 4.7%
AGG 4.6%
AVDV 4.3%

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
— DIMENSIONAL U.S. TARGETED VALUE ETF $27.84万0.08%3,982 40.1% $280 加仓
SCHM SCHWAB U.S. MID-CAP ETF $28.81万0.08%7,813 -235-2.9% -$8,665 减仓
SCHA SCHWAB U.S. SMALL-CAP ETF $29.77万0.09%8,239 -721-8.0% -$2.61万 减仓
DFUS DIMENSIONAL U.S. EQUITY MARKET ETF $30.75万0.09%3,752 10.0% $82 加仓
IWF ISHARES RUSSELL 1000 GROWTH ETF $33.44万0.10%2,693 50.2% $621 加仓
VTEB VANGUARD TAX-EXEMPT BONDINDEX FUND ETF SHARES $34.12万0.10%6,746 1,61331.4% $8.16万 加仓
SBUX STARBUCKS CORP $34.18万0.10%3,345 -152-4.3% -$1.55万 减仓
AVUV AVANTIS US SMALL CAP VALUE ETF $35.90万0.10%2,877 1234.5% $1.53万 加仓
GOOGL ALPHABET INC CLASS A $35.97万0.10%1,006 -2-0.2% -$715 减仓
VEA VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES $40.66万0.12%5,706 230.4% $1,639 加仓
VXUS VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ETF SHARES $46.77万0.13%5,470 -705-11.4% -$6.03万 减仓
SPY STATE STREET SPDR S&P 500 ETF TRUST $48.16万0.14%644 182.9% $1.35万 加仓
— EXXON MOBIL CORP $48.37万0.14%3,537 1895.6% $2.58万 加仓
IEI ISHARES 3-7 YEAR TREASURY BOND ETF $48.80万0.14%4,155 -235-5.4% -$2.76万 减仓
NVDA NVIDIA CORP $51.23万0.15%2,560 823.3% $1.64万 加仓
JNJ JOHNSON & JOHNSON $51.71万0.15%2,035 -38-1.8% -$9,655 减仓
— DIMENSIONAL U.S. CORE EQUITY 2 ETF $53.28万0.15%12,010 10.0% $44 加仓
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND $54.64万0.16%5,420 53611.0% $5.40万 加仓
SCHF SCHWAB INTERNATIONAL EQUITY ETF $55.28万0.16%19,956 7,84964.8% $21.74万 加仓
VOO VANGUARD S&P 500 ETF $56.86万0.16%827 -218-20.9% -$14.99万 减仓
SCHE SCHWAB EMERGING MARKETS EQUITY ETF $58.22万0.17%16,054 10,090169.2% $36.59万 加仓
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND ETF SHARES $65.45万0.19%7,814 -417-5.1% -$3.49万 减仓
STIP ISHARES 0-5 YEAR TIPS BOND ETF $67.36万0.19%6,593 651.0% $6,641 加仓
DFUV DIMENSIONAL US MARKETWIDE VALUE ETF $72.19万0.21%13,122 60.0% $330 加仓
TRV TRAVELERS COS INC $74.97万0.21%2,271 00.0% — 不变
BND VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES $75.41万0.22%10,272 4654.7% $3.41万 加仓
DLS WISDOMTREE INTERNATIONALSMALLCAP DIVIDEND FUND $85.74万0.25%10,232 180.2% $1,508 加仓
GLD SPDR GOLD SHARES $86.90万0.25%2,359 -1-0.0% -$368 减仓
PCY INVESCO EMERGING MARKETSSOVEREIGN DEBT ETF $89.58万0.26%41,376 -604-1.4% -$1.31万 减仓
PCAR PACCAR INC $92.88万0.27%7,732 00.0% — 不变
QQQM INVESCO NASDAQ 100 ETF $105.26万0.30%3,474 -1,119-24.4% -$33.91万 减仓
BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF $139.19万0.40%15,188 -1,379-8.3% -$12.64万 减仓
BRK/A BERKSHIRE HATHAWAY CLASS A $149.77万0.43%2 00.0% — 不变
COST COSTCO WHSL CORP NEW $155.80万0.45%1,665 -3-0.2% -$2,807 减仓
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES $159.43万0.46%4,308 -274-6.0% -$10.14万 减仓
AMZN AMAZON.COM INC $236.29万0.68%9,914 -646-6.1% -$15.40万 减仓
GAL STATE STREET GLOBAL ALLOCATION ETF $237.73万0.68%44,991 1,2842.9% $6.78万 加仓
AAPL APPLE INC $238.78万0.68%8,251 2933.7% $8.48万 加仓
BSV VANGUARD SHORT-TERM BONDINDEX FUND ETF SHARES $290.89万0.83%37,336 -688-1.8% -$5.36万 减仓
BNDX VANGUARD TOTAL INTERNATIONAL BOND INDEXFUND ETF SHARES $315.92万0.91%65,232 1,8973.0% $9.19万 加仓
PDN INVESCO RAFI DEVELOPED MARKETS EX-U.S. SMALL-MID ETF $374.10万1.07%83,163 -1,125-1.3% -$5.06万 减仓
MSFT MICROSOFT CORP $426.46万1.22%11,432 -127-1.1% -$4.74万 减仓
VBIL VANGUARD 0-3 MONTH TREASURY BILL ETF $500.68万1.44%66,157 -3,273-4.7% -$24.77万 减仓
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF $561.67万1.61%116,721 4,4333.9% $21.33万 加仓
SPMD STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF $578.35万1.66%85,604 8,91611.6% $60.24万 加仓
VO VANGUARD MID-CAP INDEX FUND ETF SHARES $578.37万1.66%71,785 -931-1.3% -$7.50万 减仓
EFV ISHARES MSCI EAFE VALUE ETF $600.85万1.72%78,491 -225-0.3% -$1.72万 减仓
SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTHETF $623.21万1.79%52,374 5,45811.6% $64.95万 加仓
IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF $739.33万2.12%146,112 6,0864.3% $30.80万 加仓
VWOB VANGUARD EMERGING MARKETS GOVERNMENT BOND INDEX FUND ETF SHARES $790.59万2.27%117,576 5,8665.3% $39.44万 加仓
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND ET $886.16万2.54%176,420 12,2527.5% $61.54万 加仓
DFIS DIMENSIONAL INTERNATIONAL SMALL CAP ETF $993.94万2.85%283,738 5,9482.1% $20.84万 加仓
SCHP SCHWAB U.S. TIPS ETF $1,242.34万3.56%468,805 4,3410.9% $11.50万 加仓
IJH ISHARES CORE S&P MID-CAPETF $1,328.16万3.81%172,241 -1,816-1.0% -$14.00万 减仓
DFIV DIMENSIONAL INTERNATIONAL VALUE ETF $1,375.88万3.94%254,698 5,2112.1% $28.15万 加仓
AVDV AVANTIS INTERNATIONAL SMALL CAP VALUE ETF $1,483.45万4.25%143,954 2,1001.5% $21.64万 加仓
AGG ISHARES CORE U.S. AGGREGATE BOND ETF $1,620.01万4.64%163,669 8,6015.5% $85.13万 加仓
VMBS VANGUARD MORTGAGE-BACKEDSECURITIES INDEX FUND ETF SHARES $1,640.55万4.70%350,470 16,8245.0% $78.75万 加仓
SCHO SCHWAB SHORT-TERM U.S. TREASURY ETF $1,647.21万4.72%682,357 22,3803.4% $54.03万 加仓
VUG VANGUARD GROWTH INDEX FUND ETF SHARES $1,680.62万4.82%195,103 -1,805-0.9% -$15.55万 减仓
VWO VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES $1,892.57万5.42%317,066 7,6002.5% $45.36万 加仓
EFG ISHARES MSCI EAFE GROWTHETF $1,910.77万5.48%153,573 5,0923.4% $63.36万 加仓
VBR VANGUARD SMALL-CAP VALUEINDEX FUND ETF SHARES $2,007.31万5.75%82,608 3,2174.1% $78.17万 加仓
VTV VANGUARD VALUE INDEX FUND ETF SHARES $2,136.64万6.12%98,042 3,3463.5% $72.92万 加仓
VBK VANGUARD SMALL-CAP GROWTH INDEX FUND ETF SHARES $2,191.24万6.28%59,919 8721.5% $31.89万 加仓