13F 机构持仓

Robinswood Financial LLC

KIRKLAND WA · SEC CIK 0002139748

2026Q22026Q1 更早 9 个季度 🔒
$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
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

VTV 5.8%
VBK 5.6%
VBR 5.4%
VWO 5.3%
EFG 5.2%
SCHO 5.0%
VMBS 4.9%
AGG 4.8%
VUG 4.5%
AVDV 4.5%

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
TM TOYOTA MTR CORP FSPONSORED ADR 1 ADR REPS 10 ORD SHS $2.62万0.01%127 00.0% — 不变
PYPL PAYPAL HLDGS INC $2.62万0.01%578 578— $2.62万 新建仓
MA MASTERCARD INC CLASS CLASS A $2.50万0.01%50 00.0% — 不变
SCHW CHARLES SCHWAB CORP $2.48万0.01%263 10.4% $94 加仓
BHP BHP GROUP LTD FSPONSORED ADR 1 ADR REPS 2 ORD SHS $2.47万0.01%338 61.8% $438 加仓
VV VANGUARD LARGE-CAP INDEXFUND ETF SHARES $2.43万0.01%81 00.0% — 不变
IEF ISHARES 7-10 YEAR TREASURY BOND ETF $2.43万0.01%255 00.0% — 不变
SPMO INVESCO S&P 500 MOMENTUMETF $2.40万0.01%214 2110.9% $2,358 加仓
RIO RIO TINTO PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS $2.38万0.01%255 00.0% — 不变
SANM SANMINA CORP $2.35万0.01%181 00.0% — 不变
ECL ECOLAB INC $2.31万0.01%87 87— $2.31万 新建仓
JCI JOHNSON CONTROLS INT F $2.27万0.01%173 00.0% — 不变
KEY KEYCORP NEW $2.23万0.01%1,114 00.0% — 不变
FE FIRSTENERGY CORP $2.22万0.01%437 40.9% $203 加仓
HSBC HSBC HLDGS PLC FSPONSORED ADR 1 ADR REPS 5 ORD SHS $2.19万0.01%266 00.0% — 不变
FIXD FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF $2.16万0.01%495 00.0% — 不变
AZN ASTRAZENECA PLC F $2.15万0.01%109 109— $2.15万 新建仓
ITW ILLINOIS TOOL WKS INC $2.15万0.01%82 00.0% — 不变
MUB ISHARES NATIONAL MUNI BOND ETF $2.14万0.01%202 00.0% — 不变
LMT LOCKHEED MARTIN CORP $2.13万0.01%35 00.0% — 不变
TMO THERMO FISHER SCIENTIFIC $2.12万0.01%43 00.0% — 不变
UNH UNITEDHEALTH GROUP INC $2.11万0.01%78 11.3% $271 加仓
SNY SANOFI FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS $2.08万0.01%432 00.0% — 不变
DUK DUKE ENERGY CORP NEW $2.05万0.01%156 10.6% $131 加仓
WELL WELLTOWER INC REIT $2.02万0.01%102 11.0% $198 加仓
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF $2.02万0.01%141 00.0% — 不变
NWG NATWEST GROUP PLC FUNSPONSORED ADR 1 ADR REPS 2 ORD SHS $2.00万0.01%1,340 00.0% — 不变
SAP SAP SE FSPONSORED ADR 1 ADR REPS 1 ORD SHS $1.99万0.01%116 00.0% — 不变
DB DEUTSCHE BANK AG FCLASS CLASS N $1.98万0.01%666 00.0% — 不变
EXC EXELON CORP $1.98万0.01%403 20.5% $98 加仓
POOL POOL CORP $1.95万0.01%96 96— $1.95万 新建仓
CRM SALESFORCE INC $1.91万0.01%102 00.0% — 不变
SIVR ABRDN PHYSICAL SILVER SHARES ETF $1.86万0.01%260 260— $1.86万 新建仓
ABBV ABBVIE INC $1.81万0.01%83 47130.6% $1.03万 加仓
IWB ISHARES RUSSELL 1000 ETF $1.80万0.01%50 00.0% — 不变
SO SOUTHERN CO $1.77万0.01%182 10.6% $97 加仓
SONY SONY GROUP CORP FSPONSORED ADR 1 ADR REPS 1 ORD SHS $1.73万0.01%835 00.0% — 不变
PPL PPL CORP $1.69万0.01%443 30.7% $115 加仓
LIN LINDE PLC F $1.66万0.01%33 00.0% — 不变
ISRG INTUITIVE SURGICAL INC $1.66万0.01%36 00.0% — 不变
FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF $1.65万0.01%338 00.0% — 不变
PNW PINNACLE WEST CAP CORP $1.64万0.01%163 21.2% $202 加仓
CW CURTISS WRIGHT CORP $1.63万0.01%24 00.0% — 不变
BN BROOKFIELD CORP FCLASS A $1.60万0.01%396 00.0% — 不变
XBI STATE STREET SPDR S&P BIOTECH ETF $1.60万0.01%125 00.0% — 不变
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF $1.59万0.01%228 146178.0% $1.02万 加仓
XLRE STATE STREET REAL ESTATESELECT SECTOR SPDR ETF $1.59万0.00%388 388— $1.59万 新建仓
GSK GSK PLC ADR FSPONSORED ADR 1 ADR REPS 2 ORD SHS $1.58万0.00%285 20.7% $111 加仓
WAFD WAFD INC $1.57万0.00%500 00.0% — 不变
IUSB ISHARES CORE UNIVERSAL USD BOND ETF $1.57万0.00%339 00.0% — 不变
— TEVA PHARMACEUTICAL IN FSPONSORED ADR 1 ADR REPS 1 ORD SHS $1.54万0.00%512 00.0% — 不变
PLD PROLOGIS INC REIT $1.53万0.00%115 10.9% $133 加仓
MSI MOTOROLA SOLUTIONS INC $1.52万0.00%35 00.0% — 不变
INTC INTEL CORP $1.52万0.00%344 00.0% — 不变
VOT VANGUARD MID-CAP GROWTH INDEX FUND ETF SHARES $1.50万0.00%58 00.0% — 不变
DIS DISNEY WALT CO $1.49万0.00%154 -37-19.4% -$3,571 减仓
ADBE ADOBE INC $1.46万0.00%60 00.0% — 不变
NSC NORFOLK SOUTHN CORP $1.44万0.00%50 00.0% — 不变
SLV ISHARES SILVER TRUST $1.42万0.00%208 108108.0% $7,359 加仓
AMAT APPLIED MATLS INC $1.40万0.00%40 00.0% — 不变
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF $1.37万0.00%321 00.0% — 不变
HIMU ISHARES HIGH YIELD MUNI ACTIVE ETF $1.36万0.00%283 00.0% — 不变
PANW PALO ALTO NETWORKS INC $1.25万0.00%78 00.0% — 不变
SCZ ISHARES MSCI EAFE SMALL-CAP ETF $1.24万0.00%158 -22-12.2% -$1,729 减仓
BUD ANHEUSER BUSCH INBEV S FSPONSORED ADR 1 ADR REPS 1 ORD SHS $1.23万0.00%178 00.0% — 不变
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF $1.23万0.00%217 217— $1.23万 新建仓
IDA IDACORP INC $1.23万0.00%85 00.0% — 不变
CNP CENTERPOINT ENERGY INC $1.22万0.00%283 20.7% $86 加仓
INTU INTUIT $1.22万0.00%28 00.0% — 不变
MGK VANGUARD MEGA CAP GROWTHINDEX FUND ETF SHARES $1.21万0.00%33 20153.8% $7,356 加仓
WAT WATERS CORP $1.19万0.00%40 40— $1.19万 新建仓
IVT INVENTRUST PPTYS CORP $1.17万0.00%384 00.0% — 不变
AWK AMERICAN WTR WKS CO INC $1.10万0.00%80 00.0% — 不变
ROL ROLLINS INC $1.07万0.00%199 00.0% — 不变
IWM ISHARES RUSSELL 2000 ETF $1.06万0.00%42 -494-92.2% -$12.52万 减仓
NVS NOVARTIS AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS $1.01万0.00%66 00.0% — 不变
SPDW STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF $1.00万0.00%220 220— $1.00万 新建仓
SCHX SCHWAB U.S. LARGE-CAP ETF $9,9330.00%387 00.0% — 不变
NOW SERVICENOW INC $9,9320.00%95 -25-20.8% -$2,614 减仓
IVE ISHARES S&P 500 VALUE ETF $9,9320.00%47 00.0% — 不变
BP BP P L C FSPONSORED ADR 1 ADR REPS 6 ORD SHS $9,8790.00%210 31.4% $141 加仓
PRF INVESCO RAFI US 1000 ETF $9,7850.00%205 00.0% — 不变
REZ ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF $9,7580.00%117 00.0% — 不变
DGRO ISHARES CORE DIVIDEND GROWTH ETF $9,6470.00%137 10.7% $70 加仓
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF $8,9940.00%169 00.0% — 不变
AME AMETEK INC NEW $8,8750.00%41 00.0% — 不变
IYR ISHARES U.S. REAL ESTATEETF $8,8700.00%93 00.0% — 不变
DPZ DOMINOS PIZZA INC $8,8420.00%24 00.0% — 不变
MBB ISHARES MBS ETF $8,7350.00%92 00.0% — 不变
SHW SHERWIN-WILLIAMS CO $8,7030.00%27 00.0% — 不变
KMB KIMBERLY CLARK CORP $8,6820.00%90 56164.7% $5,402 加仓
FNDC SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF $8,5760.00%185 00.0% — 不变
JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF $8,5500.00%154 154— $8,550 新建仓
KNX KNIGHT-SWIFT TRANSN HLDGCLASS CLASS A $8,5230.00%148 10.7% $58 加仓
CCI CROWN CASTLE INC REIT REIT $8,2540.00%101 -33-24.6% -$2,697 减仓
TLT ISHARES 20 YEAR TREASURY BOND ETF $8,0620.00%93 93— $8,062 新建仓
CMCSA COMCAST CORP NEW CLASS A $7,8070.00%271 20.7% $58 加仓
FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF $7,6900.00%201 00.0% — 不变
GILD GILEAD SCIENCES INC $7,6190.00%54 00.0% — 不变
— HONEYWELL INTL INC $7,3140.00%32 00.0% — 不变