小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 118 项
建仓 23
增持 48
减持 38
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
IVV
iShares Core S&P 500 ETF
+$4.8M
195,908
-1%
增持
SPYM
SPDR S&P 500 ETF
+$2.6M
381,055
+9%
增持
IEF
ISHARES TR 7-10 YR TREAS BD ETF
+$2.2M
49,686
+75%
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。
增持
IJH
iShares Core S&P Mid-Cap ETF
+$2.0M
123,195
+3%
减持
SPYV
SPDR S&P 500 VALUE ETF
-$1.8M
98,813
-34%
减持
IWF
iShares Russell 1000 Growth ETF
+$1.7M
57,910
-0%
减持
SPY
SPDR S&P 500 ETF
+$1.6M
81,264
-2%
减持
IWD
iShares Russell 1000 Value ETF
-$1.5M
68,770
-13%
增持
IEI
ISHARES TR 3 7 YR TREAS BD ETF
+$1.5M
47,947
+32%
增持
—
PowerShares QQQ ETF
+$1.4M
12,909
+24%
增持
EFA
iShares MSCI EAFE ETF
+$1.3M
40,504
+62%
增持
EAGG
ISHARES TR ESG AWARE U S AGGREGATE BD ETF
+$905.5K
29,912
+163%
增持
AAPL
Apple Inc
+$807.5K
17,767
+9%
增持
XLK
Select Sector SPDR TR
+$800.8K
13,938
+33%
建仓
KO
COCA COLA CO
+$730.7K
11,779
减持
LMBS
FIRST TR LOW DURATION OPPOR ETF
-$717.1K
17,667
-46%
增持
SPMD
SPDR S&P 400 MID CAP
+$713.6K
236,646
+4%
增持
VOO
Vanguard S&P 500 ETF
+$702.9K
4,145
+70%
增持
MSFT
Microsoft Corp
+$675.7K
6,849
+26%
清仓
—
Invesco BulletShares 2024 Corp Bd ETF
-$638.6K
0
-100%
增持
SPEM
SPDR Index S&P Emerging Mkts ETF
+$624.3K
40,965
+74%
减持
VYM
Vanguard Whitehall High Div Yld ETF
-$593.9K
5,173
-51%
增持
SPYX
SPDR S&P 500 FOSSIL
+$552.1K
304,735
+197%
建仓
EEMA
ISHARES INC MSCI EMERGING MKTS ASIA ETF
+$543.4K
8,178
减持
XLE
Select Sector SPDR TR Energy
-$501.4K
14,017
-26%
建仓
URTH
ISHARES INC MSCI WORLD INDEX FD
+$468.9K
3,985
增持
ACWI
iShares MSCI ACWI Index ETF
+$438.6K
36,078
+7%
增持
SCHG
Schwab Strategic Large Cap Gwth
+$436.2K
14,050
+63%
增持
TLT
ISHARES TR BARCLAYS 20 YR TREAS BD ETF
+$389.2K
10,625
+43%
建仓
SUSC
ISHARES TR ESG AWARE USD CORPORATE BD ETF
+$379.5K
16,488
增持
AMZN
Amazon Com Inc
+$375.4K
18,240
+2%
建仓
CFBK
CF BANKSHARES INC
+$359.3K
18,426
建仓
IUSG
ISHARES TR CORE S&P U S GROWTH ETF
+$355.1K
4,000
清仓
XLU
Select Sector SPDR TR
-$349.0K
0
-100%
清仓
—
Invesco Bulletshares 2025
-$330.6K
0
-100%
清仓
HDV
ISHARES TR CORE HIGH DIVID ETF
-$326.9K
0
-100%
减持
—
World Gold TR Minishares ETF
+$316.3K
145,379
-2%
建仓
—
EATON CORPORATION PLC
+$308.1K
1,798
建仓
EMXC
ISHARES INC MSCI EMERGING MKTS EX CHINA ETF
+$305.1K
6,184
建仓
CRM
SALESFORCE INC
+$301.7K
1,510
减持
SHY
ISHARES 1-3 R TREAS BD ETF
-$300.2K
43,868
-9%
建仓
SCHA
SCHWAB STRATEGIC TR US SMALL-CAP ETF
+$297.8K
7,103
减持
BKLC
BNY MELLON US LARGE CAP CORE EQUITY ETF
-$291.4K
12,366
-30%
建仓
VXF
VANGUARD INDEX FDS VANGUARD EXTENDED MKT ETF
+$281.7K
2,009
增持
VWO
Vanguard Intl Equity Emerging Mkts ETF
+$274.6K
12,385
+114%
增持
EEM
iShares MSCI Emerging Markets ETF
+$252.2K
35,212
+17%
建仓
FFBB
COMMUNITIES FIRST FINL CORP
+$242.7K
3,858
清仓
—
Claymore Guggenheim BulletShares 2023 Corp Bd ETF
-$238.5K
0
-100%
建仓
BA
BOEING CO
+$236.9K
1,115
建仓
NVDA
NVIDIA CORP
+$223.9K
806
建仓
CVX
CHEVRON CORP
+$223.4K
1,369
建仓
V
VISA INC
+$219.8K
975
建仓
CINF
CINCINNATI FINL CORP
+$218.6K
1,950
清仓
XLF
Select Sector SPDR TR
-$215.2K
0
-100%
清仓
—
TRANE TECHNOLOGIES PLC SHS
-$214.0K
0
-100%
建仓
IRM
IRON MTN INC
+$211.6K
4,000
建仓
MUB
ISHARES TR NATL MUN BD ETF FD
+$210.2K
1,951
建仓
XSW
SPDR SER TR S&P COMPUTER SOFTWARE ETF
+$209.7K
1,704
清仓
COP
CONOCOPHILLIPS COM
-$205.9K
0
-100%
建仓
BNOV
INNOVATOR ETFS TR U S EQUITY BUFFER ETF NOV
+$204.1K
6,459
建仓
VEA
VANGUARD INTL FD FTSE DEVELOPED MKTS ETF
+$202.0K
4,472
建仓
XTN
SPDR SER TR S&P TRANSN ETF
+$201.2K
2,777
增持
MCD
McDonalds Corp
+$186.5K
1,768
+51%
增持
GOOGL
Alphabet Inc Cap Stk Class A
+$171.7K
7,575
+9%
增持
BRK/B
Berkshire Hathaway B
+$159.9K
5,506
+10%
增持
POCT
Innovator ETFS TR S&P 500 Power Buffer ETF
+$148.9K
43,689
+7%
减持
JNJ
Johnson & Johnson
-$137.4K
5,194
-3%
减持
XME
SPDR SER TR S&P METALS & MNG ETF
-$136.6K
16,880
-19%
增持
SO
SOUTHERN CO COM
+$133.3K
5,194
+63%
减持
IWR
iShares Russell Mid-Cap ETF
-$133.1K
27,426
-10%
减持
VO
Vanguard Mid-Cap ETF
+$130.4K
20,750
-0%
增持
VOE
VANGUARD INDEX FDS MID-CAP VALUE ETF
+$123.3K
2,709
+53%
减持
VTV
Vanguard Value ETF
-$117.5K
6,776
-10%
减持
VUG
Vanguard Growth ETF
+$114.8K
4,954
-6%
增持
PDEC
Innovator S&P 500 PwrBuff Dec
+$112.3K
50,787
+2%
增持
PJAN
Innovator ETFS S&P 500 Buffer - Jan
+$107.5K
18,993
+14%
减持
—
Rydex Guggenheim S&P 500 Equal Weight ETF
+$105.5K
53,130
-1%
增持
PBW
Invesco Clean Energy
+$103.8K
14,979
+14%
减持
IWB
Ishares Russell 1000 ETF
+$102.8K
22,619
-5%
增持
VV
VANGUARD LARGE CAP ETF
+$101.8K
3,296
+12%
增持
MRK
Merck & Co
+$94.9K
11,034
+13%
增持
DIS
Walt Disney Company
+$82.2K
4,895
+4%
减持
GOOG
Alphabet Inc Cap Stk Class C
+$81.8K
6,520
-3%
减持
MMM
3M Co
-$70.0K
3,105
-6%
减持
SPYG
SPDR TR S&P 500 Growth
-$67.2K
53,471
-11%
减持
IVW
iShares S&P 500 Growth
+$67.0K
26,467
-5%
增持
CMCSA
Comcast Corp A
+$60.3K
12,536
+6%
减持
GLD
SPDR Gold ETF
+$60.1K
5,550
-2%
减持
SUSB
ISHARES TR ESG 1-5 YR CORPORATE BD ETF
-$55.9K
12,074
-17%
减持
ECL
Ecolab
+$53.9K
2,751
-0%
增持
RTX
RAYTHEON TECHNOLOGIES CORP COM
+$52.4K
3,276
+23%
增持
PFE
PFIZER INC COM
-$43.5K
10,193
+14%
增持
—
Exxon Mobil Corp
+$42.9K
6,257
+7%
减持
—
Lam Research Corp
+$42.7K
618
-9%
减持
AMGN
Amgen
-$42.5K
1,571
-2%
增持
ABT
ABBOTT LABS COM
-$42.3K
6,244
+2%
减持
SUSA
IsharesMSCI USA ESG Select ETF
-$41.4K
6,489
-13%
增持
PEP
PepsiCo
+$39.3K
4,781
+4%
减持
IWP
iShares Russell Mid-Cap Growth ETF
+$33.5K
5,972
-2%
减持
MDY
SPDR S&P Mid-Cap 400 ETF
-$32.0K
11,929
-4%
减持
ABBV
ABBVIE INC COM
-$31.5K
6,268
-2%
减持
EFIV
SPDR SER TR S&P 500 ESG ETF
+$28.4K
14,471
-2%
减持
DSI
IShares MSCI 400 Social ETF
+$27.1K
11,534
-5%
增持
LLY
Lilly Eli & Co
-$22.0K
1,064
+0%
增持
IBM
International Business Machines
-$20.0K
8,110
+5%
增持
UNP
UNION PAC CORP COM
+$17.4K
1,286
+10%
增持
NUMV
Nushares ESG Mid Cap Value
+$15.3K
18,408
+7%
减持
DBEF
Deutsche MSCI EAFE Hedged Equity ETF
+$15.0K
17,033
-6%
增持
JPM
JP Morgan Chase
+$14.9K
4,490
+6%
增持
IWS
Ishares TR Russell Mid Cap Value
+$10.2K
7,786
+0%
减持
TMO
Thermo Fisher Scientific
+$9.1K
442
-1%
增持
HON
Honeywell Intl Inc
+$8.5K
2,960
+14%
增持
HD
Home Depot Inc.
+$6.4K
910
+10%
减持
IEFA
ISHARES TR CORE MSCI EAFE ETF
+$6.3K
3,361
-5%
增持
ZOMDF
Zomedica Corp
+$5.4K
41,143
+102%
增持
DTE
DTE Energy Co
+$3.1K
2,805
+8%
清仓
—
ESPORTS Entmt Group
-$1.1K
0
-100%
减持
IVE
iShares S&P 500 Value ETF
+$46
15,403
-4%
