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 |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD VALUE INDEX FUND ETF SHARES | $1,857.94万 | 5.85% | 94,696 | 1,896 | 2.0% | $37.20万 | 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 |
| 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 |
| 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 |
| EFG | ISHARES MSCI EAFE GROWTHETF | $1,653.64万 | 5.20% | 148,481 | 5,071 | 3.5% | $56.48万 | 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 |
| 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 |
| 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 |
| VUG | VANGUARD GROWTH INDEX FUND ETF SHARES | $1,433.48万 | 4.51% | 32,818 | -641 | -1.9% | -$28.00万 | 减仓 |
| AVDV | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | $1,416.56万 | 4.46% | 141,854 | 409 | 0.3% | $4.08万 | 加仓 |
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | $1,316.80万 | 4.14% | 249,487 | 1,859 | 0.8% | $9.81万 | 加仓 |
| SCHP | SCHWAB U.S. TIPS ETF | $1,235.94万 | 3.89% | 464,464 | -28,095 | -5.7% | -$74.76万 | 减仓 |
| IJH | ISHARES CORE S&P MID-CAPETF | $1,175.41万 | 3.70% | 174,057 | -4,495 | -2.5% | -$30.35万 | 减仓 |
| DFIS | DIMENSIONAL INTERNATIONAL SMALL CAP ETF | $935.32万 | 2.94% | 277,790 | 2,320 | 0.8% | $7.81万 | 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 |
| 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 |
| IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | $700.69万 | 2.20% | 140,026 | 7,626 | 5.8% | $38.16万 | 加仓 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $585.25万 | 1.84% | 78,716 | -2,049 | -2.5% | -$15.23万 | 减仓 |
| VBIL | VANGUARD 0-3 MONTH TREASURY BILL ETF | $525.24万 | 1.65% | 69,430 | -1,962 | -2.7% | -$14.84万 | 减仓 |
| SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | $524.84万 | 1.65% | 112,288 | 330 | 0.3% | $1.54万 | 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 |
| 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 |
| 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 |
| MSFT | MICROSOFT CORP | $427.90万 | 1.35% | 11,559 | -22 | -0.2% | -$8,144 | 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 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND INDEXFUND ETF SHARES | $304.33万 | 0.96% | 63,335 | -1 | -0.0% | -$48 | 减仓 |
| BSV | VANGUARD SHORT-TERM BONDINDEX FUND ETF SHARES | $298.15万 | 0.94% | 38,024 | -951 | -2.4% | -$7.46万 | 减仓 |
| AMZN | AMAZON.COM INC | $219.93万 | 0.69% | 10,560 | 1,952 | 22.7% | $40.65万 | 加仓 |
| GAL | STATE STREET GLOBAL ALLOCATION ETF | $216.35万 | 0.68% | 43,707 | -837 | -1.9% | -$4.14万 | 减仓 |
| AAPL | APPLE INC | $201.97万 | 0.64% | 7,958 | 5 | 0.1% | $1,269 | 加仓 |
| COST | COSTCO WHSL CORP NEW | $166.25万 | 0.52% | 1,668 | 7 | 0.4% | $6,977 | 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 |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | $147.02万 | 0.46% | 4,582 | 18 | 0.4% | $5,776 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DCLASS A | $143.63万 | 0.45% | 2 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO NASDAQ 100 ETF | $109.14万 | 0.34% | 4,593 | -42 | -0.9% | -$9,980 | 减仓 |
| GLD | SPDR GOLD SHARES | $101.55万 | 0.32% | 2,360 | 12 | 0.5% | $5,163 | 加仓 |
| PCAR | PACCAR INC | $89.30万 | 0.28% | 7,732 | 0 | 0.0% | — | 不变 |
| PCY | INVESCO EMERGING MARKETSSOVEREIGN DEBT ETF | $87.74万 | 0.28% | 41,980 | -986 | -2.3% | -$2.06万 | 减仓 |
| DLS | WISDOMTREE INTERNATIONALSMALLCAP DIVIDEND FUND | $83.25万 | 0.26% | 10,214 | -91 | -0.9% | -$7,417 | 减仓 |
| 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 |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $67.52万 | 0.21% | 6,528 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COS INC | $66.24万 | 0.21% | 2,271 | -23 | -1.0% | -$6,709 | 减仓 |
| DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | $63.56万 | 0.20% | 13,116 | 6 | 0.0% | $291 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $62.50万 | 0.20% | 1,045 | 154 | 17.3% | $9.21万 | 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 |
| — | EXXON MOBIL CORP | $56.81万 | 0.18% | 3,348 | 5 | 0.1% | $848 | 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 |
| JNJ | JOHNSON & JOHNSON | $50.69万 | 0.16% | 2,073 | 144 | 7.5% | $3.52万 | 加仓 |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $49.13万 | 0.15% | 4,884 | -45 | -0.9% | -$4,527 | 减仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ETF SHARES | $47.62万 | 0.15% | 6,175 | -28 | -0.5% | -$2,159 | 减仓 |
| — | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $46.67万 | 0.15% | 12,009 | 2 | 0.0% | $78 | 加仓 |
| NVDA | NVIDIA CORP | $43.22万 | 0.14% | 2,478 | -28 | -1.1% | -$4,883 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF TRUST | $40.71万 | 0.13% | 626 | 2 | 0.3% | $1,301 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES | $36.42万 | 0.11% | 5,683 | 1,024 | 22.0% | $6.56万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | $32.38万 | 0.10% | 5,486 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $31.34万 | 0.10% | 3,497 | 14 | 0.4% | $1,255 | 加仓 |
| AVUV | AVANTIS US SMALL CAP VALUE ETF | $30.42万 | 0.10% | 2,754 | 293 | 11.9% | $3.24万 | 加仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $29.96万 | 0.09% | 12,107 | 653 | 5.7% | $1.62万 | 加仓 |
| GOOGL | ALPHABET INC CLASS CLASS A | $28.99万 | 0.09% | 1,008 | 1 | 0.1% | $288 | 加仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $28.69万 | 0.09% | 672 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORP | $27.89万 | 0.09% | 1,446 | 1 | 0.1% | $193 | 加仓 |
| DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | $26.60万 | 0.08% | 3,751 | -13 | -0.3% | -$922 | 减仓 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF SHARES | $26.11万 | 0.08% | 3,383 | 2,588 | 325.5% | $19.98万 | 加仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $26.06万 | 0.08% | 8,960 | 2,152 | 31.6% | $6.26万 | 加仓 |
| VTEB | VANGUARD TAX-EXEMPT BONDINDEX FUND ETF SHARES | $25.61万 | 0.08% | 5,133 | 1,591 | 44.9% | $7.94万 | 加仓 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $24.92万 | 0.08% | 8,048 | 1,652 | 25.8% | $5.11万 | 加仓 |
| — | DIMENSIONAL U.S. TARGETED VALUE ETF | $24.84万 | 0.08% | 3,978 | 4 | 0.1% | $250 | 加仓 |
| QQQ | INVESCO QQQ TR | $23.75万 | 0.07% | 411 | 8 | 2.0% | $4,623 | 加仓 |
| PG | PROCTER & GAMBLE CO | $23.62万 | 0.07% | 1,634 | 114 | 7.5% | $1.65万 | 加仓 |
| GAM | GENERAL AMERICAN INVESTO | $22.41万 | 0.07% | 3,832 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL U.S. SMALL CAP ETF | $20.81万 | 0.07% | 2,925 | 2 | 0.1% | $142 | 加仓 |
| MPC | MARATHON PETE CORP | $20.25万 | 0.06% | 829 | 4 | 0.5% | $977 | 加仓 |
| SCHB | SCHWAB U.S. BROAD MARKETETF | $20.21万 | 0.06% | 8,052 | -916 | -10.2% | -$2.30万 | 减仓 |
| VOOG | VANGUARD S&P 500 GROWTH INDEX FUND ETF SHARES | $20.18万 | 0.06% | 495 | -3 | -0.6% | -$1,223 | 减仓 |
| META | META PLATFORMS INC CLASS CLASS A | $19.92万 | 0.06% | 348 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $19.92万 | 0.06% | 1,210 | 7 | 0.6% | $1,152 | 加仓 |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $19.65万 | 0.06% | 5,964 | 1,083 | 22.2% | $3.57万 | 加仓 |
| VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND ETF SHARES | $19.62万 | 0.06% | 1,345 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SERVICES | $18.86万 | 0.06% | 906 | 6 | 0.7% | $1,249 | 加仓 |
| PEP | PEPSICO INC | $18.66万 | 0.06% | 1,201 | -30 | -2.4% | -$4,660 | 减仓 |
| AVGO | BROADCOM INC | $16.64万 | 0.05% | 537 | -8 | -1.5% | -$2,479 | 减仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $15.84万 | 0.05% | 2,789 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $15.63万 | 0.05% | 503 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES | $15.45万 | 0.05% | 1,043 | 149 | 16.7% | $2.21万 | 加仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $14.82万 | 0.05% | 1,936 | 1,936 | — | $14.82万 | 新建仓 |
| UNP | UNION PAC CORP | $14.75万 | 0.05% | 608 | 4 | 0.7% | $971 | 加仓 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUN | $14.74万 | 0.05% | 1,781 | 720 | 67.9% | $5.96万 | 加仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $14.73万 | 0.05% | 689 | -347 | -33.5% | -$7.42万 | 减仓 |
| SNOW | SNOWFLAKE INC CLASS CLASS A | $14.12万 | 0.04% | 936 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $14.00万 | 0.04% | 964 | -32 | -3.2% | -$4,649 | 减仓 |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $13.99万 | 0.04% | 1,694 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORP NEW | $13.31万 | 0.04% | 643 | 5 | 0.8% | $1,035 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY CLASS B | $13.18万 | 0.04% | 275 | 44 | 19.0% | $2.11万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $12.74万 | 0.04% | 194 | 34 | 21.2% | $2.23万 | 加仓 |
| MRK | MERCK & CO. INC. | $12.66万 | 0.04% | 1,052 | 7 | 0.7% | $842 | 加仓 |
| HAL | HALLIBURTON CO | $12.48万 | 0.04% | 3,200 | 3,200 | — | $12.48万 | 新建仓 |
| XYLD | GLOBAL X S&P 500 COVEREDCALL ETF | $12.32万 | 0.04% | 3,149 | 0 | 0.0% | — | 不变 |
| ARR | ARMOUR RESIDENTIAL REIT | $12.07万 | 0.04% | 7,238 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $11.59万 | 0.04% | 1,088 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $11.14万 | 0.04% | 378 | 1 | 0.3% | $295 | 加仓 |