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 |
|---|---|---|---|---|---|---|---|---|
| VUSB | VANGUARD ULTRA-SHORT BOND ETF SHARES | $10.60万 | 0.03% | 2,128 | 8 | 0.4% | $398 | 加仓 |
| GE | GE AEROSPACE | $10.09万 | 0.03% | 355 | 6 | 1.7% | $1,705 | 加仓 |
| IBM | IBM CORP | $9.98万 | 0.03% | 411 | 0 | 0.0% | — | 不变 |
| EFAX | STATE STREET SPDR MSCI EAFE FOSSIL FUEL RESERVES FREE ETF | $9.89万 | 0.03% | 1,987 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $9.87万 | 0.03% | 2,177 | 10 | 0.5% | $453 | 加仓 |
| VDE | VANGUARD ENERGY INDEX FUND ETF SHARES | $9.78万 | 0.03% | 565 | 15 | 2.7% | $2,596 | 加仓 |
| SPYX | STATE STREET SPDR S&P 500 FOSSIL FUEL RESERVESFREE ETF | $9.65万 | 0.03% | 1,819 | 0 | 0.0% | — | 不变 |
| SMH | VANECK SEMICONDUCTOR ETF | $9.51万 | 0.03% | 248 | -20 | -7.5% | -$7,673 | 减仓 |
| VT | VANGUARD TOTAL WORLD STOCK INDEX FUND ETF SHARES | $9.50万 | 0.03% | 687 | 77 | 12.6% | $1.07万 | 加仓 |
| WMT | WALMART INC | $9.04万 | 0.03% | 727 | 1 | 0.1% | $124 | 加仓 |
| GCOW | PACER GLOBAL CASH COWS DIVIDEND ETF | $8.99万 | 0.03% | 1,945 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $8.97万 | 0.03% | 106 | 1 | 1.0% | $846 | 加仓 |
| CAT | CATERPILLAR INC | $8.83万 | 0.03% | 124 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $8.22万 | 0.03% | 250 | 2 | 0.8% | $658 | 加仓 |
| TSLA | TESLA INC | $8.18万 | 0.03% | 220 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES | $8.03万 | 0.03% | 115 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL US HIGH PROFITABILITY ETF | $7.98万 | 0.03% | 2,170 | 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 |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $7.90万 | 0.02% | 785 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $7.86万 | 0.02% | 90 | 1 | 1.1% | $873 | 加仓 |
| LLY | ELI LILLY AND CO | $7.47万 | 0.02% | 81 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $7.25万 | 0.02% | 364 | 66 | 22.1% | $1.31万 | 加仓 |
| VB | VANGUARD SMALL-CAP INDEXFUND ETF SHARES | $7.01万 | 0.02% | 267 | -113 | -29.7% | -$2.97万 | 减仓 |
| VHT | VANGUARD HEALTH CARE INDEX FUND ETF SHARES | $6.32万 | 0.02% | 232 | 18 | 8.4% | $4,903 | 加仓 |
| PPG | PPG INDS INC | $6.32万 | 0.02% | 591 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC | $6.25万 | 0.02% | 650 | -2 | -0.3% | -$192 | 减仓 |
| EFA | ISHARES MSCI EAFE ETF | $6.23万 | 0.02% | 641 | -3 | -0.5% | -$291 | 减仓 |
| EEMX | STATE STREET SPDR MSCI EMERGING MARKETS FOSSIL FUEL RESERVES FREE ETF | $6.19万 | 0.02% | 1,400 | 0 | 0.0% | — | 不变 |
| GNMA | ISHARES GNMA BOND ETF | $6.04万 | 0.02% | 1,363 | 10 | 0.7% | $443 | 加仓 |
| GOOG | ALPHABET INC CLASS CLASS C | $5.74万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB U.S. DIVIDEND EQUITY ETF | $5.58万 | 0.02% | 1,819 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $5.53万 | 0.02% | 182 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $5.43万 | 0.02% | 369 | 1 | 0.3% | $147 | 加仓 |
| COP | CONOCOPHILLIPS | $5.28万 | 0.02% | 400 | 2 | 0.5% | $264 | 加仓 |
| ASML | ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $5.28万 | 0.02% | 40 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY ETHO CLIMATE LEADERSHIP U.S. ETF | $5.13万 | 0.02% | 777 | 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 |
| MDT | MEDTRONIC PLC F | $5.07万 | 0.02% | 585 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | $5.06万 | 0.02% | 349 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $5.03万 | 0.02% | 541 | 3 | 0.6% | $279 | 加仓 |
| C | CITIGROUP INC | $5.02万 | 0.02% | 442 | 2 | 0.5% | $227 | 加仓 |
| IWR | ISHARES RUSSELL MID-CAP ETF | $4.90万 | 0.02% | 503 | -93 | -15.6% | -$9,058 | 减仓 |
| FCX | FREEPORT-MCMORAN INC | $4.84万 | 0.02% | 823 | 2 | 0.2% | $118 | 加仓 |
| BDX | BECTON DICKINSON & CO | $4.77万 | 0.02% | 303 | 2 | 0.7% | $315 | 加仓 |
| 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 |
| VCR | VANGUARD CONSUMER DISCRETIONARY INDEX FUNDETF SHARES | $4.63万 | 0.01% | 129 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $4.56万 | 0.01% | 504 | 6 | 1.2% | $543 | 加仓 |
| IJR | ISHARES CORE S&P SMALL-CAP ETF | $4.55万 | 0.01% | 366 | 112 | 44.1% | $1.39万 | 加仓 |
| AMGN | AMGEN INC | $4.42万 | 0.01% | 125 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES S&P 100 ETF | $4.30万 | 0.01% | 135 | 13 | 10.7% | $4,139 | 加仓 |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $4.26万 | 0.01% | 274 | -152 | -35.7% | -$2.37万 | 减仓 |
| VFH | VANGUARD FINANCIALS INDEX FUND ETF SHARES | $4.23万 | 0.01% | 350 | 0 | 0.0% | — | 不变 |
| — | INVESCO S&P MIDCAP 400 PURE GROWTH ETF | $4.19万 | 0.01% | 765 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP | $4.16万 | 0.01% | 219 | -159 | -42.1% | -$3.02万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GR | $4.12万 | 0.01% | 509 | 5 | 1.0% | $405 | 加仓 |
| BLK | BLACKROCK INC NEW | $4.01万 | 0.01% | 41 | 0 | 0.0% | — | 不变 |
| SLYG | STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF | $4.01万 | 0.01% | 415 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMERICA CORP | $3.92万 | 0.01% | 803 | 5 | 0.6% | $244 | 加仓 |
| PXF | INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF | $3.83万 | 0.01% | 548 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS | $3.82万 | 0.01% | 113 | 0 | 0.0% | — | 不变 |
| SNA | SNAP ON INC | $3.81万 | 0.01% | 105 | 1 | 1.0% | $363 | 加仓 |
| SAN | BANCO SANTANDER SA FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $3.81万 | 0.01% | 3,376 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $3.79万 | 0.01% | 509 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $3.72万 | 0.01% | 1,326 | 83 | 6.7% | $2,331 | 加仓 |
| CEG | CONSTELLATION ENERGY COR | $3.69万 | 0.01% | 132 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORP | $3.68万 | 0.01% | 112 | 1 | 0.9% | $329 | 加仓 |
| MGV | VANGUARD MEGA CAP VALUE INDEX FUND ETF SHARES | $3.67万 | 0.01% | 253 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $3.64万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| AVLV | AVANTIS US LARGE CAP VALUE ETF | $3.63万 | 0.01% | 450 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC FTENDER OFFER EXP: | $3.63万 | 0.01% | 389 | 3 | 0.8% | $280 | 加仓 |
| KR | KROGER CO | $3.62万 | 0.01% | 500 | 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 |
| V | VISA INC CLASS CLASS A | $3.52万 | 0.01% | 116 | 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 |
| KMI | KINDER MORGAN INC DEL | $3.35万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| CNQ | CANADIAN NAT RES LTD F | $3.34万 | 0.01% | 686 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $3.31万 | 0.01% | 61 | 0 | 0.0% | — | 不变 |
| 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 |
| SCHR | SCHWAB INTERMEDIATE-TERMU.S. TREASURY ETF | $3.28万 | 0.01% | 1,316 | 3 | 0.2% | $75 | 加仓 |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $3.24万 | 0.01% | 690 | 473 | 218.0% | $2.22万 | 加仓 |
| CSX | CSX CORP | $3.22万 | 0.01% | 785 | 3 | 0.4% | $123 | 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 |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND ETF SHARES | $3.12万 | 0.01% | 330 | 173 | 110.2% | $1.64万 | 加仓 |
| UBS | UBS GROUP AG F | $3.12万 | 0.01% | 798 | 0 | 0.0% | — | 不变 |
| BGRN | ISHARES USD GREEN BOND ETF | $3.07万 | 0.01% | 647 | 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 |
| TDY | TELEDYNE TECHNOLOGIES IN | $3.02万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABS | $3.01万 | 0.01% | 293 | 136 | 86.6% | $1.40万 | 加仓 |
| LOW | LOWES COS INC | $2.97万 | 0.01% | 125 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $2.93万 | 0.01% | 1,011 | -25 | -2.4% | -$725 | 减仓 |
| VOE | VANGUARD MID-CAP VALUE INDEX FUND ETF SHARES | $2.87万 | 0.01% | 156 | -158 | -50.3% | -$2.91万 | 减仓 |
| LEN | LENNAR CORP CLASS A | $2.87万 | 0.01% | 331 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $2.84万 | 0.01% | 171 | -1 | -0.6% | -$166 | 减仓 |
| USRT | ISHARES CORE U.S. REIT ETF | $2.84万 | 0.01% | 480 | -25 | -5.0% | -$1,480 | 减仓 |
| NYT | NEW YORK TIMES CO CLASS CLASS A | $2.73万 | 0.01% | 325 | 1 | 0.3% | $84 | 加仓 |
| TTE | TOTALENERGIES F | $2.72万 | 0.01% | 299 | 0 | 0.0% | — | 不变 |
| — | AVANTIS MODERATE ALLOCATION ETF | $2.71万 | 0.01% | 402 | 402 | — | $2.71万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS I | $2.67万 | 0.01% | 531 | 8 | 1.5% | $402 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSIN | $2.66万 | 0.01% | 131 | 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 |