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 |
|---|---|---|---|---|---|---|---|---|
| IEFA | ISHARES CORE MSCI EAFE ETF | $2.86万 | 0.01% | 296 | 4 | 1.4% | $387 | 加仓 |
| BHP | BHP GROUP LTD FSPONSORED ADR 1 ADR REPS 2 ORD SHS | $2.82万 | 0.01% | 338 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD LARGE-CAP INDEXFUND ETF SHARES | $2.80万 | 0.01% | 81 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $2.77万 | 0.01% | 499 | -1 | -0.2% | -$56 | 减仓 |
| LOW | LOWES COS INC | $2.77万 | 0.01% | 125 | 0 | 0.0% | — | 不变 |
| CNQ | CANADIAN NAT RES LTD F | $2.71万 | 0.01% | 686 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABS | $2.68万 | 0.01% | 295 | 2 | 0.7% | $182 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $2.66万 | 0.01% | 78 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INC CLASS A | $2.58万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP NEW | $2.57万 | 0.01% | 1,114 | 0 | 0.0% | — | 不变 |
| HSBC | HSBC HLDGS PLC FSPONSORED ADR 1 ADR REPS 5 ORD SHS | $2.53万 | 0.01% | 266 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INT F | $2.53万 | 0.01% | 173 | 0 | 0.0% | — | 不变 |
| SCHI | SCHWAB 5-10 YEAR CORPORATE BOND ETF | $2.49万 | 0.01% | 1,102 | 1,102 | — | $2.49万 | 新建仓 |
| RIO | RIO TINTO PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $2.48万 | 0.01% | 261 | 6 | 2.4% | $570 | 加仓 |
| SCHW | CHARLES SCHWAB CORP | $2.44万 | 0.01% | 264 | 1 | 0.4% | $92 | 加仓 |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | $2.41万 | 0.01% | 255 | 0 | 0.0% | — | 不变 |
| NWG | NATWEST GROUP PLC FUNSPONSORED ADR 1 ADR REPS 2 ORD SHS | $2.36万 | 0.01% | 1,340 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC REIT | $2.33万 | 0.01% | 102 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $2.33万 | 0.01% | 141 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES F | $2.33万 | 0.01% | 299 | 0 | 0.0% | — | 不变 |
| NYT | NEW YORK TIMES CO CLASS A | $2.29万 | 0.01% | 326 | 1 | 0.3% | $70 | 加仓 |
| VZ | VERIZON COMMUNICATIONS I | $2.28万 | 0.01% | 539 | 8 | 1.5% | $339 | 加仓 |
| DB | DEUTSCHE BANK AG FCLASS N | $2.25万 | 0.01% | 666 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $2.24万 | 0.01% | 82 | 0 | 0.0% | — | 不变 |
| HDEF | XTRACKERS MSCI EAFE HIGHDIVIDEND YIELD EQUITY ETF | $2.18万 | 0.01% | 677 | 677 | — | $2.18万 | 新建仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $2.17万 | 0.01% | 202 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC | $2.16万 | 0.01% | 43 | 0 | 0.0% | — | 不变 |
| FIXD | FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF | $2.16万 | 0.01% | 495 | 0 | 0.0% | — | 不变 |
| COWZ | PACER US CASH COWS 100 ETF | $2.14万 | 0.01% | 344 | 344 | — | $2.14万 | 新建仓 |
| TM | TOYOTA MTR CORP FSPONSORED ADR 1 ADR REPS 10 ORD SHS | $2.14万 | 0.01% | 127 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $2.11万 | 0.01% | 1,021 | 10 | 1.0% | $207 | 加仓 |
| ABBV | ABBVIE INC | $2.11万 | 0.01% | 83 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP | $2.10万 | 0.01% | 442 | 5 | 1.1% | $238 | 加仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $2.07万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC F | $2.07万 | 0.01% | 109 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $2.00万 | 0.01% | 157 | 1 | 0.6% | $127 | 加仓 |
| XBI | STATE STREET SPDR S&P BIOTECH ETF | $1.98万 | 0.01% | 125 | 0 | 0.0% | — | 不变 |
| WAFD | WAFD INC | $1.92万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $1.90万 | 0.01% | 229 | 1 | 0.4% | $83 | 加仓 |
| EXC | EXELON CORP | $1.89万 | 0.01% | 405 | 2 | 0.5% | $93 | 加仓 |
| SNY | SANOFI FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS | $1.84万 | 0.01% | 432 | 0 | 0.0% | — | 不变 |
| CW | CURTISS WRIGHT CORP | $1.82万 | 0.01% | 24 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $1.81万 | 0.01% | 35 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $1.79万 | 0.01% | 116 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $1.78万 | 0.01% | 338 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD MID-CAP GROWTH INDEX FUND ETF SHARES | $1.78万 | 0.01% | 58 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $1.77万 | 0.01% | 184 | 2 | 1.1% | $192 | 加仓 |
| PNW | PINNACLE WEST CAP CORP | $1.76万 | 0.01% | 164 | 1 | 0.6% | $107 | 加仓 |
| LIN | LINDE PLC F | $1.75万 | 0.01% | 33 | 0 | 0.0% | — | 不变 |
| — | TEVA PHARMACEUTICAL IN FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $1.73万 | 0.00% | 512 | 0 | 0.0% | — | 不变 |
| XLRE | STATE STREET REAL ESTATESELECT SECTOR SPDR ETF | $1.73万 | 0.00% | 391 | 3 | 0.8% | $132 | 加仓 |
| BN | BROOKFIELD CORP FCLASS A | $1.69万 | 0.00% | 396 | 0 | 0.0% | — | 不变 |
| SONY | SONY GROUP CORP FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $1.68万 | 0.00% | 835 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP | $1.62万 | 0.00% | 446 | 3 | 0.7% | $109 | 加仓 |
| CRM | SALESFORCE INC | $1.61万 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $1.59万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC REIT | $1.58万 | 0.00% | 116 | 1 | 0.9% | $136 | 加仓 |
| IUSB | ISHARES CORE UNIVERSAL USD BOND ETF | $1.56万 | 0.00% | 339 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC ADR F | $1.51万 | 0.00% | 287 | 2 | 0.7% | $105 | 加仓 |
| WAT | WATERS CORP | $1.50万 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $1.48万 | 0.00% | 154 | 0 | 0.0% | — | 不变 |
| BUD | ANHEUSER BUSCH INBEV S FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $1.47万 | 0.00% | 178 | 0 | 0.0% | — | 不变 |
| SIVR | ABRDN PHYSICAL SILVER SHARES ETF | $1.46万 | 0.00% | 260 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $1.45万 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD MEGA CAP GROWTHINDEX FUND ETF SHARES | $1.45万 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $1.43万 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| HIMU | ISHARES HIGH YIELD MUNI ACTIVE ETF | $1.41万 | 0.00% | 283 | 0 | 0.0% | — | 不变 |
| IVT | INVENTRUST PPTYS CORP | $1.36万 | 0.00% | 384 | 0 | 0.0% | — | 不变 |
| IDV | ISHARES INTERNATIONAL SELECT DIVIDEND ETF | $1.33万 | 0.00% | 321 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES MSCI EAFE SMALL-CAP ETF | $1.32万 | 0.00% | 160 | 2 | 1.3% | $165 | 加仓 |
| ECL | ECOLAB INC | $1.32万 | 0.00% | 47 | -40 | -46.0% | -$1.12万 | 减仓 |
| IDA | IDACORP INC | $1.31万 | 0.00% | 86 | 1 | 1.2% | $152 | 加仓 |
| — | PACER US SMALL CAP CASH COWS GROWTH LEADERS ETF | $1.28万 | 0.00% | 376 | 376 | — | $1.28万 | 新建仓 |
| CNP | CENTERPOINT ENERGY INC | $1.25万 | 0.00% | 284 | 1 | 0.4% | $44 | 加仓 |
| ADBE | ADOBE INC | $1.23万 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| VOOV | VANGUARD S&P 500 VALUE INDEX FUND ETF SHARES | $1.16万 | 0.00% | 53 | 53 | — | $1.16万 | 新建仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGCLASS A | $1.16万 | 0.00% | 148 | 0 | 0.0% | — | 不变 |
| AOA | ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF | $1.14万 | 0.00% | 117 | 117 | — | $1.14万 | 新建仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $1.14万 | 0.00% | 387 | 0 | 0.0% | — | 不变 |
| CALF | PACER US SMALL CAP CASH COWS 100 ETF | $1.13万 | 0.00% | 224 | 224 | — | $1.13万 | 新建仓 |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $1.12万 | 0.00% | 223 | 3 | 1.4% | $151 | 加仓 |
| PRF | INVESCO RAFI US 1000 ETF | $1.11万 | 0.00% | 205 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TRUST | $1.11万 | 0.00% | 208 | 0 | 0.0% | — | 不变 |
| REZ | ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF | $1.11万 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC | $1.07万 | 0.00% | 81 | 1 | 1.2% | $133 | 加仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $1.05万 | 0.00% | 138 | 1 | 0.7% | $76 | 加仓 |
| FSSL | FS SPECIALTY LENDING FUN | $1.04万 | 0.00% | 935 | 935 | — | $1.04万 | 新建仓 |
| NVS | NOVARTIS AG F | $1.03万 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| AME | AMETEK INC NEW | $1.00万 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY CLARK CORP | $1.00万 | 0.00% | 91 | 1 | 1.1% | $110 | 加仓 |
| IYR | ISHARES U.S. REAL ESTATEETF | $9,592 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES RUSSELL 2000 ETF | $9,529 | 0.00% | 31 | -11 | -26.2% | -$3,381 | 减仓 |
| NOW | SERVICENOW INC | $9,431 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| BNDW | VANGUARD TOTAL WORLD BOND ETF | $9,388 | 0.00% | 137 | 60 | 77.9% | $4,112 | 加仓 |
| SHW | SHERWIN-WILLIAMS CO | $9,373 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $9,065 | 0.00% | 170 | 78 | 84.8% | $4,159 | 加仓 |
| IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $8,985 | 0.00% | 169 | 0 | 0.0% | — | 不变 |
| FNDC | SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF | $8,983 | 0.00% | 185 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES MBS ETF | $8,695 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| ROL | ROLLINS INC | $8,375 | 0.00% | 200 | 1 | 0.5% | $42 | 加仓 |