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Robertson Stephens 财富管理 · 13F 持仓分析
期权收益计算器 机构排行

Robertson Stephens 财富管理

Robertson Stephens Wealth Management, LLCNo.1111 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$40.60亿
环比变动 Q1 2026
+$4.91亿+13.8%
持仓股票数
645
新买入
58
加仓
198
减仓
312
清仓
28
持股不变
77
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
V先锋领航指数基金VOO
11.25%10.59%$4.57亿66.5万股$3.78亿63.2万股+3.3万股+5.20%加仓
V先锋领航·FTSEVEA
5.12%4.79%$2.08亿291.8万股$1.71亿266.9万股+24.8万股+9.31%加仓
V先锋领航·SPECIALIZED FUNDSVIG
4.48%4.32%$1.82亿76.8万股$1.54亿71.7万股+5.1万股+7.08%加仓
苹果AAPL
3.49%3.45%$1.42亿49.0万股$1.23亿48.5万股+4,839股+1.00%加仓
AAPPLOVINAPP
3.08%2.71%$1.25亿24.3万股$9,659.4万24.3万股-8股-0.00%减仓
IiShares安硕IEMG
3.07%3.29%$1.25亿150.7万股$1.18亿168.6万股-17.9万股-10.60%减仓
IiShares安硕信托IVV
3%3.25%$1.22亿16.3万股$1.16亿17.8万股-1.5万股-8.26%减仓
V先锋领航斯科茨代尔基金VCIT
2.44%2.55%$9,898.7万119.8万股$9,102.2万110.0万股+9.8万股+8.88%加仓
IiShares安硕信托IEFA
1.86%2.03%$7,559.6万78.3万股$7,255.8万80.1万股-1.9万股-2.34%减仓
IiShares安硕信托AGG
1.74%1.84%$7,048.3万71.2万股$6,574.6万66.2万股+5.0万股+7.52%加仓
英伟达NVDA
1.64%1.61%$6,655.1万33.3万股$5,764.2万33.0万股+2,110股+0.64%加仓
IiShares安硕·RUSSELL MIDCAP ETFIWR
1.54%0.86%$6,239.8万56.6万股$3,068.5万31.6万股+25.0万股+79.22%加仓
微软MSFT
1.44%1.65%$5,835.8万15.6万股$5,902.3万15.9万股-3,000股-1.88%减仓
G通用动力VTI
1.35%1.27%$5,466.5万14.8万股$4,525.6万14.1万股+6,659股+4.72%加仓
SSPDR标普500 ETFSPY
1.32%1.31%$5,343.0万7.1万股$4,688.6万7.2万股-531股-0.74%减仓
A美国世纪ETF信托AVEM
1.23%0.8%$4,976.7万51.6万股$2,857.4万35.5万股+16.1万股+45.45%加仓
AAlphabet Inc Class CGOOG
1.22%1.11%$4,966.6万14.1万股$3,948.1万13.8万股+2,933股+2.13%加仓
I景顺交易所交易基金信托RSP
1.22%0.82%$4,934.5万23.2万股$2,930.5万15.3万股+7.9万股+51.89%加仓
亚马逊AMZN
1%0.97%$4,063.2万17.0万股$3,475.6万16.7万股+3,596股+2.15%加仓
IiShares安硕·RUSSELLIWF
0.91%0.95%$3,705.2万29.8万股$3,381.6万7.9万股+21.9万股+276.26%加仓
IiShares安硕·RUSSELLIWB
0.86%0.85%$3,487.4万8.5万股$3,036.4万8.5万股+3股+0.00%加仓
SSPDR行业精选信托XLK
0.85%0.67%$3,456.6万18.1万股$2,379.1万17.9万股+2,413股+1.35%加仓
SSPDR黄金信托GLD
0.84%0.84%$3,403.8万9.2万股$2,982.1万6.9万股+2.3万股+33.32%加仓
JJ.P. Morgan Exchange-Traded Fund Trust JPMorgan Betabuilders U.S. Equity EtfBBUS
0.84%0.84%$3,394.7万25.2万股$2,995.7万25.6万股-3,668股-1.43%减仓
I景顺QQQ信托VOO
0.82%0.68%$3,311.0万4.5万股$2,434.9万4.2万股+2,728股+6.47%加仓
DDimensional维度ETF信托DFAC
0.8%0.79%$3,237.4万73.0万股$2,804.8万72.2万股+8,048股+1.12%加仓
IiShares安硕信托SGOV
0.71%0.25%$2,881.3万28.6万股$909.6万9.0万股+19.6万股+216.75%加仓
V先锋领航全球基金VGT
0.64%0.67%$2,595.7万21.7万股$2,376.4万3.4万股+18.3万股+537.65%加仓
S道富XLI
0.63%0.65%$2,571.3万13.9万股$2,304.5万14.2万股-3,672股-2.58%减仓
谷歌AGOOGL
0.63%0.58%$2,540.2万7.1万股$2,071.1万7.2万股-943股-1.31%减仓
V先锋领航指数基金VTV
0.62%0.69%$2,506.7万11.5万股$2,478.8万12.6万股-1.1万股-8.96%减仓
摩根大通JPM
0.61%0.63%$2,460.1万7.5万股$2,254.6万7.7万股-1,489股-1.94%减仓
卡特彼勒CAT
0.59%0.45%$2,402.9万2.3万股$1,610.2万2.3万股-164股-0.72%减仓
IiShares安硕信托DGRO
0.54%0.59%$2,195.5万29.0万股$2,110.7万30.1万股-1.1万股-3.68%减仓
V先锋领航指数基金VOT
0.53%0.34%$2,146.4万7.0万股$1,208.3万4.7万股+2.3万股+49.25%加仓
V先锋领航指数基金VUG
0.51%0.31%$2,072.7万24.1万股$1,122.1万2.6万股+21.5万股+836.60%加仓
EEVOLUTION METALS & TECH CORPEMAT
0.48%0.63%$1,939.0万293.3万股$2,248.2万296.2万股-2.9万股-0.96%减仓
IiShares安硕·COREIJR
0.46%0.48%$1,862.2万12.6万股$1,702.2万13.7万股-1.1万股-8.30%减仓
IiShares安硕信托GVI
0.44%0.45%$1,767.6万16.4万股$1,622.0万15.3万股+1.1万股+7.49%加仓
礼来LLY
0.42%0.38%$1,725.3万1.4万股$1,350.5万1.5万股-299股-2.04%减仓
好市多COST
0.42%0.52%$1,715.2万1.8万股$1,853.7万1.9万股-267股-1.44%减仓
IiShares安硕信托EFV
0.42%0.48%$1,714.0万22.4万股$1,696.0万22.8万股-4,194股-1.84%减仓
IiShares安硕·RUSSELLIWM
0.42%0.39%$1,706.9万5.7万股$1,405.6万5.7万股+133股+0.23%加仓
HHENNESSY FDS TRSTNC
0.42%0.44%$1,695.1万44.0万股$1,570.3万46.2万股-2.2万股-4.81%减仓
V先锋领航国际股票指数基金VGK
0.41%1.16%$1,671.7万18.9万股$4,154.0万50.4万股-31.5万股-62.53%减仓
IiShares安硕·COREIJH
0.41%0.38%$1,651.8万21.4万股$1,366.1万20.2万股+1.2万股+5.89%加仓
V先锋领航指数基金VBK
0.4%0.29%$1,626.8万4.4万股$1,030.3万3.4万股+1.0万股+30.50%加仓
V先锋领航国际股票指数基金VT
0.4%0.4%$1,623.4万10.3万股$1,428.9万10.3万股+132股+0.13%加仓
艾伯维ABBV
0.4%0.39%$1,604.4万6.4万股$1,388.6万6.4万股-92股-0.14%减仓
DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX
0.39%0.41%$1,582.6万43.0万股$1,464.7万43.1万股-1,581股-0.37%减仓

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