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Retirement Income Solutions, Inc 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Retirement Income Solutions, Inc
报告期 2026-03-31 · CIK 0001730386
持仓数
173
前50大市值合计
$530.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 99 项
建仓 12
增持 25
减持 47
清仓 15
方向
标的
Δ市值
现股数(环比)
减持
IVV
iShares Core S&P 500 ETF
-$29.6M
151,070
-21%
减持
IJH
iShares Core S&P Mid-Cap ETF
-$12.5M
112,474
-20%
减持
SPY
SPDR S&P 500 ETF
-$8.8M
86,500
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
-6%
建仓
LMBS
FIRST TR LOW DURATION OPPOR ETF
+$8.2M
168,835
减持
IWD
iShares Russell 1000 Value ETF
-$7.0M
81,297
-28%
减持
IWF
iShares Russell 1000 Growth ETF
-$5.7M
58,512
-12%
减持
SPYM
SPDR S&P 500 ETF
-$5.6M
296,608
-16%
减持
SPMD
SPDR S&P 400 MID CAP
-$3.7M
222,813
-16%
减持
SPYX
SPDR S&P 500 FOSSIL
-$3.2M
100,903
-10%
减持
—
Rydex Guggenheim S&P 500 Equal Weight ETF
-$2.2M
49,025
-12%
建仓
BKLC
BNY MELLON US LARGE CAP CORE EQUITY ETF
+$2.2M
30,996
建仓
PDBC
INVESCO COMMODITY OPTIMUM DIVSF ETF
+$1.5M
85,733
减持
—
PowerShares QQQ ETF
-$1.5M
10,539
-15%
减持
MDY
SPDR S&P Mid-Cap 400 ETF
-$1.4M
12,947
-7%
增持
VO
Vanguard Mid-Cap ETF
+$1.2M
25,134
+60%
增持
AMZN
Amazon Com Inc
-$1.1M
18,300
+1837%
减持
IWB
Ishares Russell 1000 ETF
-$1.0M
23,781
-1%
减持
IWS
Ishares TR Russell Mid Cap Value
-$854.0K
7,752
-43%
减持
VOO
Vanguard S&P 500 ETF
-$817.0K
2,415
-39%
建仓
SHY
ISHARES 1-3 R TREAS BD ETF
+$795.0K
9,617
减持
EFIV
SPDR SER TR S&P 500 ESG ETF
-$754.0K
6,533
-71%
增持
SPYG
SPDR TR S&P 500 Growth
-$675.0K
57,981
+4%
减持
AAPL
Apple Inc
-$672.0K
16,997
-1%
减持
ACWI
iShares MSCI ACWI Index ETF
-$622.0K
22,355
-11%
建仓
VOE
VANGUARD INDEX FDS MID-CAP VALUE ETF
+$600.0K
4,636
减持
MSFT
Microsoft Corp
-$593.0K
6,536
-11%
增持
SPYV
SPDR S&P 500 VALUE ETF
-$544.0K
135,275
+2%
减持
IVW
iShares S&P 500 Growth
-$490.0K
29,030
-1%
增持
VTV
Vanguard Value ETF
+$474.0K
9,451
+81%
减持
EFA
iShares MSCI EAFE ETF
-$447.0K
9,305
-33%
增持
—
World Gold TR Minishares ETF
-$391.0K
155,868
+0%
建仓
SUSB
ISHARES TR ESG 1-5 YR CORPORATE BD ETF
+$385.0K
15,990
减持
—
PowerShares Water Resources ETF
-$382.0K
20,295
-18%
增持
BRK/B
Berkshire Hathaway B
-$365.0K
4,689
+1%
清仓
DIA
SPDR Dow Jones Ind Ave ETF
-$336.0K
0
-100%
增持
XLU
Select Sector SPDR TR
+$324.0K
12,869
+65%
清仓
PNQI
Invesco NASDAQ Internet ETF
-$323.0K
0
-100%
建仓
VDC
VANGUARD WORLD FDS CONSUMER STAPLES ETF
+$322.0K
1,738
建仓
AGG
ISHARES CORE US AGGREGATE BD ETF
+$307.0K
3,020
减持
PDEC
Innovator S&P 500 PwrBuff Dec
-$288.0K
55,808
-8%
清仓
ESGE
IShares ESG MSCI ETF
-$275.0K
0
-100%
建仓
VV
VANGUARD LARGE CAP ETF
+$272.0K
1,578
清仓
EEMA
IShares MSCI Emerging Mkts Asia
-$269.0K
0
-100%
清仓
XSW
SPDR S&P Computer Software
-$260.0K
0
-100%
清仓
NUMG
Nushares ETF ESG Mid Cap Growth
-$254.0K
0
-100%
清仓
XTN
SPDR S&P Transn
-$247.0K
0
-100%
清仓
SDG
IShares MSCI Global Sustainable Deve ETF
-$241.0K
0
-100%
建仓
IBB
ISHARES TR BIOTECHNOLOGY ETF
+$241.0K
2,046
建仓
VOT
VANGUARD MID-CAP GROWTH ETF
+$241.0K
1,376
减持
DIS
Walt Disney Company
-$241.0K
4,322
-9%
清仓
VBK
Vanguard Index Small Cap Growth
-$233.0K
0
-100%
清仓
DE
Deere & Co
-$229.0K
0
-100%
减持
EFAX
SPDR Index MSCI Fossil Fuel Reserves
-$227.0K
3,540
-41%
清仓
SCHA
Schwab Strategic US Small Cap
-$218.0K
0
-100%
清仓
SPDW
SPDR Index Port Developed World
-$217.0K
0
-100%
减持
CMCSA
Comcast Corp A
-$214.0K
14,946
-13%
建仓
IEFA
ISHARES TR CORE MSCI EAFE ETF
+$209.0K
3,543
清仓
BNOV
Innovator TR Equity Pwr Buffer Nov
-$207.0K
0
-100%
清仓
ABBV
Abbvie Inc
-$204.0K
0
-100%
清仓
PFE
Pfizer
-$200.0K
0
-100%
减持
XLF
Select Sector SPDR TR
-$199.0K
8,053
-32%
减持
NUMV
Nushares ESG Mid Cap Value
-$181.0K
16,241
-14%
减持
EEM
iShares MSCI Emerging Markets ETF
-$176.0K
18,924
-9%
减持
—
Invesco Bulletshares 2025
-$158.0K
16,416
-31%
减持
SUSA
IsharesMSCI USA ESG Select ETF
-$156.0K
2,601
-31%
增持
SPEM
SPDR Index S&P Emerging Mkts ETF
+$135.0K
15,744
+48%
增持
XLK
Select Sector SPDR TR
-$133.0K
9,471
+13%
减持
SMH
Vaneck Semiconductor ETF
-$128.0K
1,613
-5%
减持
GOOGL
Alphabet Inc Cap Stk Class A
-$122.0K
198
-1%
减持
—
Wedbush Video Game Tech ETF
-$113.0K
6,409
-2%
减持
VWO
Vanguard Intl Equity Emerging Mkts ETF
-$99.0K
9,846
-11%
增持
PMAY
Innovator S&P 500 PWR Buffer ETF Mary
+$93.0K
16,689
+41%
减持
IWM
IShares TR Russell 2000
-$92.0K
1,228
-16%
减持
INTC
Intel Corp
-$88.0K
6,031
-5%
减持
TMO
Thermo Fisher Scientific
-$88.0K
410
-22%
增持
JPM
JP Morgan Chase
-$86.0K
4,252
+3%
增持
XLE
Select Sector SPDR TR Energy
+$78.0K
21,556
+13%
减持
BJUN
Innovator S&P 500 Buffer
-$72.0K
15,184
-1%
减持
F
Ford Motor Company
-$71.0K
11,181
-3%
减持
HD
Home Depot Inc.
-$70.0K
975
-13%
增持
—
Exxon Mobil Corp
+$57.0K
3,880
+16%
增持
IWP
iShares Russell Mid-Cap Growth ETF
-$56.0K
6,797
+15%
减持
ORCL
Oracle Corp
-$55.0K
4,231
-0%
减持
IBM
International Business Machines
-$49.0K
1,650
-24%
减持
LLY
Lilly Eli & Co
+$47.0K
1,278
-0%
增持
IWR
iShares Russell Mid-Cap ETF
+$46.0K
30,379
+24%
增持
POCT
Innovator ETFS TR S&P 500 Power Buffer ETF
-$46.0K
55,963
+5%
减持
PG
Proctor & Gamble
-$42.0K
4,450
-0%
增持
PBW
Invesco Clean Energy
+$40.0K
14,781
+51%
增持
HON
Honeywell Intl Inc
-$26.0K
1,551
+2%
减持
MCD
McDonalds Corp
-$25.0K
2,268
-4%
增持
GLD
SPDR Gold ETF
-$22.0K
5,942
+5%
增持
IVE
iShares S&P 500 Value ETF
+$12.0K
17,532
+14%
增持
DSI
IShares MSCI 400 Social ETF
-$9.0K
12,324
+19%
增持
DTE
DTE Energy Co
-$9.0K
2,532
+1%
增持
PEP
PepsiCo
-$3.0K
4,700
+0%
减持
VZ
Verizon
-$2.0K
5,716
-0%
增持
VUG
Vanguard Growth ETF
+$2.0K
4,941
+29%
减持
AMGN
Amgen
+$1.0K
1,798
-0%
