Robertson Stephens Wealth Management, LLC 13F 持仓 · 2026年Q2
Robertson Stephens Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 645 只证券，申报市值合计 40.60 亿美元。前几大持仓：VOO（11.25%）、VEA（5.12%）、VIG（4.48%）。本季前 25 大持仓中：增持 18 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $457.0M | 11.25% | 665,340 | 增持 |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $207.9M | 5.12% | 2.9M | 增持 |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | $181.8M | 4.48% | 768,127 | 增持 |
| 4 | AAPL | APPLE INC | $141.9M | 3.49% | 490,322 | 增持 |
| 5 | APP | APPLOVIN CORP | $125.0M | 3.08% | 242,689 | 减持 |
| 6 | IEMG | ISHARES INC | $124.9M | 3.07% | 1.5M | 减持 |
| 7 | IVV | ISHARES TR | $122.0M | 3.00% | 162,845 | 减持 |
| 8 | VCIT | VANGUARD SCOTTSDALE FDS | $99.0M | 2.44% | 1.2M | 增持 |
| 9 | IEFA | ISHARES TR | $75.6M | 1.86% | 782,729 | 减持 |
| 10 | AGG | ISHARES TR | $70.5M | 1.74% | 712,093 | 增持 |
| 11 | NVDA | NVIDIA CORPORATION | $66.6M | 1.64% | 332,607 | 增持 |
| 12 | IWR | ISHARES TR | $62.4M | 1.54% | 565,606 | 增持 |
| 13 | MSFT | MICROSOFT CORP | $58.4M | 1.44% | 156,449 | 减持 |
| 14 | VTI | VANGUARD INDEX FDS | $54.7M | 1.35% | 147,726 | 增持 |
| 15 | SPY | STATE STR SPDR S&P 500 ETF T | $53.4M | 1.32% | 71,366 | 减持 |
| 16 | AVEM | AMERICAN CENTY ETF TR | $49.8M | 1.23% | 515,769 | 增持 |
| 17 | GOOG | ALPHABET INC | $49.7M | 1.22% | 140,565 | 增持 |
| 18 | RSP | INVESCO EXCHANGE TRADED FD T | $49.3M | 1.22% | 231,919 | 增持 |
| 19 | AMZN | AMAZON COM INC | $40.6M | 1.00% | 170,477 | 增持 |
| 20 | IWF | ISHARES TR | $37.1M | 0.91% | 298,396 | 增持 |
| 21 | IWB | ISHARES TR | $34.9M | 0.86% | 85,161 | 增持 |
| 22 | XLK | SELECT SECTOR SPDR TR | $34.6M | 0.85% | 181,427 | 增持 |
| 23 | BBUS | J P MORGAN EXCHANGE TRADED F | $33.9M | 0.84% | 251,982 | 减持 |
| 24 | GLD | SPDR GOLD TR | $34.0M | 0.84% | 92,399 | 增持 |
| 25 | QQQ | INVESCO QQQ TR | $33.1M | 0.82% | 44,914 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR