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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 106 项
建仓 17
增持 38
减持 43
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
IVV
iShares Core S&P 500 ETF
+$17.0M
197,115
+22%
减持
LMBS
FIRST TR LOW DURATION OPPOR ETF
-$6.5M
32,964
-81%
增持
IEI
ISHARES TR 3 7 YR TREAS BD ETF
+$3.8M
36,295
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。
+1146%
增持
IJH
iShares Core S&P Mid-Cap ETF
+$3.2M
119,257
+3%
增持
SPYM
SPDR S&P 500 ETF
+$2.9M
349,807
+16%
建仓
IEF
ISHARES TR 7-10 YR TREAS BD ETF
+$2.7M
28,329
清仓
PDBC
INVESCO COMMODITY OPTIMUM DIVSF ETF
-$2.6M
0
-100%
增持
SPYV
SPDR S&P 500 VALUE ETF
+$1.6M
149,478
+25%
增持
—
Rydex Guggenheim S&P 500 Equal Weight ETF
+$1.4M
53,651
+11%
增持
IWD
iShares Russell 1000 Value ETF
+$1.3M
78,840
+1%
增持
EFA
iShares MSCI EAFE ETF
+$1.1M
25,047
+169%
建仓
XME
SPDR SER TR S&P METALS & MNG ETF
+$1.0M
20,758
建仓
ABBV
ABBVIE INC COM
+$1.0M
6,376
增持
SPMD
SPDR S&P 400 MID CAP
+$1.0M
227,874
+2%
增持
ACWI
iShares MSCI ACWI Index ETF
+$1.0M
33,580
+45%
增持
IBM
International Business Machines
+$882.2K
7,688
+366%
增持
VYM
Vanguard Whitehall High Div Yld ETF
+$871.7K
10,532
+278%
建仓
TLT
ISHARES TR BARCLAYS 20 YR TREAS BD ETF
+$741.0K
7,443
减持
SPY
SPDR S&P 500 ETF
+$734.0K
82,841
-3%
减持
BKLC
BNY MELLON US LARGE CAP CORE EQUITY ETF
-$705.9K
17,591
-39%
增持
SPYX
SPDR S&P 500 FOSSIL
+$703.2K
102,595
+2%
建仓
ABT
ABBOTT LABS COM
+$674.5K
6,144
减持
—
Claymore Guggenheim BulletShares 2023 Corp Bd ETF
-$614.5K
11,367
-72%
清仓
VDC
VANGUARD WORLD FDS CONSUMER STAPLES ETF
-$600.0K
0
-100%
减持
AMZN
Amazon Com Inc
-$592.4K
17,960
-2%
清仓
—
Claymore Guggenheim BulletShares 2022 Corp Bd ETF
-$551.0K
0
-100%
增持
XLE
Select Sector SPDR TR Energy
+$533.5K
19,006
+22%
建仓
EAGG
ISHARES TR ESG AWARE U S AGGREGATE BD ETF
+$532.0K
11,383
减持
XLU
Select Sector SPDR TR
-$511.0K
4,951
-62%
增持
EEM
iShares MSCI Emerging Markets ETF
+$469.2K
30,006
+57%
建仓
PFE
PFIZER INC COM
+$459.4K
8,965
减持
—
PowerShares QQQ ETF
-$448.8K
10,452
-12%
建仓
TY
TRI CONTL CORP COM
+$443.4K
17,301
增持
PG
Proctor & Gamble
+$431.8K
6,735
+47%
减持
VO
Vanguard Mid-Cap ETF
-$430.8K
20,834
-16%
增持
SUSA
IsharesMSCI USA ESG Select ETF
+$410.9K
7,421
+185%
减持
POCT
Innovator ETFS TR S&P 500 Power Buffer ETF
-$379.0K
41,005
-27%
减持
SPYG
SPDR TR S&P 500 Growth
-$354.7K
59,746
-10%
增持
BRK/B
Berkshire Hathaway B
+$330.2K
4,986
+11%
建仓
HDV
ISHARES TR CORE HIGH DIVID ETF
+$326.9K
3,136
增持
MRK
Merck & Co
+$311.0K
9,725
+10%
增持
—
Exxon Mobil Corp
+$299.3K
5,832
+50%
清仓
SMH
Vaneck Semiconductor ETF
-$297.0K
0
-100%
建仓
NEE
NEXTERA ENERGY INC COM
+$294.9K
3,528
增持
HON
Honeywell Intl Inc
+$293.2K
2,600
+68%
增持
EFIV
SPDR SER TR S&P 500 ESG ETF
+$287.2K
14,789
+101%
清仓
VEA
VANGUARD INTL FD FTSE DEVELOPED MKTS ETF
-$286.0K
0
-100%
建仓
RTX
RAYTHEON TECHNOLOGIES CORP COM
+$268.4K
2,660
减持
—
World Gold TR Minishares ETF
+$267.4K
148,368
-4%
减持
MDY
SPDR S&P Mid-Cap 400 ETF
+$267.3K
12,422
-4%
减持
MSFT
Microsoft Corp
-$253.1K
5,416
-17%
增持
VV
VANGUARD LARGE CAP ETF
+$251.9K
2,950
+87%
增持
IVE
iShares S&P 500 Value ETF
+$245.5K
16,113
+0%
建仓
UNP
UNION PAC CORP COM
+$241.4K
1,166
清仓
VOT
VANGUARD MID-CAP GROWTH ETF
-$237.0K
0
-100%
减持
AAPL
Apple Inc
-$233.7K
16,334
-1%
减持
IWB
Ishares Russell 1000 ETF
+$232.6K
23,711
-0%
增持
GOOG
Alphabet Inc Cap Stk Class C
+$231.3K
6,720
+81%
建仓
SO
SOUTHERN CO COM
+$228.1K
3,194
增持
GOOGL
Alphabet Inc Cap Stk Class A
+$228.1K
6,960
+76%
减持
MCD
McDonalds Corp
-$224.2K
1,168
-49%
建仓
IEFA
ISHARES TR CORE MSCI EAFE ETF
+$218.4K
3,543
清仓
VEU
Vanguard Int Equ All World Ex
-$218.0K
0
-100%
减持
PBW
Invesco Clean Energy
-$215.5K
13,085
-11%
建仓
—
TRANE TECHNOLOGIES PLC SHS
+$214.0K
1,273
减持
—
Invesco BulletShares 2024 Corp Bd ETF
-$209.4K
31,175
-25%
清仓
EFAX
SPDR Index MSCI Fossil Fuel Reserves
-$208.0K
0
-100%
建仓
COP
CONOCOPHILLIPS COM
+$205.9K
1,745
减持
IWF
iShares Russell 1000 Growth ETF
-$204.2K
58,065
-2%
建仓
MDYG
SPDR SER TR S&P 400 MID CAP GROWTH ETF
+$200.3K
3,065
减持
VOE
VANGUARD INDEX FDS MID-CAP VALUE ETF
-$198.1K
1,774
-50%
增持
SPEM
SPDR Index S&P Emerging Mkts ETF
+$192.8K
23,477
+25%
减持
SHY
ISHARES 1-3 R TREAS BD ETF
-$190.6K
48,102
-5%
增持
IWR
iShares Russell Mid-Cap ETF
+$148.8K
30,404
+0%
减持
DFAC
Dimensional ETF TR U S Core Equity 2 ETF
-$137.9K
15,161
-33%
增持
XLK
Select Sector SPDR TR
+$128.0K
10,479
+8%
增持
MMM
3M Co
+$124.3K
3,305
+36%
减持
SLI
STANDARD LITHIUM CP
-$108.6K
62,650
-4%
增持
PDEC
Innovator S&P 500 PwrBuff Dec
+$106.0K
49,682
+3%
减持
PJUN
Innovator S&P 500 Pwr ETF-June
-$102.9K
9,556
-30%
减持
—
PowerShares Water Resources ETF
+$100.2K
20,104
-1%
增持
VONE
Vanguard Russell 1000 Index
+$94.3K
3,118
+15%
减持
—
Wedbush Video Game Tech ETF
-$88.6K
4,286
-33%
减持
PMAY
Innovator S&P 500 PWR Buffer ETF Mary
-$79.0K
13,244
-21%
减持
PNOV
Innovator S&P 500 Pwr Buffer
+$74.6K
41,492
-0%
增持
IWS
Ishares TR Russell Mid Cap Value
+$66.7K
7,753
+0%
减持
IVW
iShares S&P 500 Growth
-$64.0K
27,760
-3%
减持
VOO
Vanguard S&P 500 ETF
-$63.1K
2,436
-12%
减持
VTV
Vanguard Value ETF
+$61.3K
7,504
-5%
增持
—
Lam Research Corp
+$56.0K
678
+10%
减持
PEP
PepsiCo
+$49.3K
4,607
-2%
增持
NUMV
Nushares ESG Mid Cap Value
+$49.0K
17,244
+6%
减持
DTE
DTE Energy Co
-$48.8K
2,588
-5%
减持
VUG
Vanguard Growth ETF
-$45.0K
5,260
-2%
减持
VWO
Vanguard Intl Equity Emerging Mkts ETF
-$44.2K
5,792
-22%
减持
GLD
SPDR Gold ETF
+$37.8K
5,640
-5%
减持
DSI
IShares MSCI 400 Social ETF
+$35.4K
12,152
-1%
减持
LLY
Lilly Eli & Co
-$34.6K
1,059
-17%
增持
TMO
Thermo Fisher Scientific
+$33.6K
446
+9%
减持
XLF
Select Sector SPDR TR
-$31.8K
6,292
-22%
减持
IWP
iShares Russell Mid-Cap Growth ETF
-$27.8K
6,103
-10%
减持
CMCSA
Comcast Corp A
+$20.0K
11,866
-9%
增持
SUSB
ISHARES TR ESG 1-5 YR CORPORATE BD ETF
+$19.4K
14,573
+5%
增持
DIS
Walt Disney Company
-$17.1K
4,695
+8%
减持
AMGN
Amgen
+$11.3K
1,608
-11%
减持
IWM
IShares TR Russell 2000
+$5.1K
1,383
-3%
