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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 99 项
建仓 23
增持 32
减持 35
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
IVV
iShares Core S&P 500 ETF
+$12.7M
213,372
+3%
建仓
RSP
Invesco S&P 500 Equal Weight ETF
+$7.8M
49,445
清仓
—
Rydex Guggenheim S&P 500 Equal Weight ETF
-$7.4M
0
-100%
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。
建仓
QQQ
Invesco QQQ ETF
+$6.5M
15,967
建仓
GLDM
World Gold TR Minishares ETF
+$5.7M
139,501
清仓
—
PowerShares QQQ ETF
-$5.4M
0
-100%
增持
IJH
iShares Core S&P Mid-Cap ETF
+$5.3M
136,789
+5%
清仓
—
World Gold TR Minishares ETF
-$5.1M
0
-100%
减持
SPY
SPDR S&P 500 ETF
+$3.6M
83,233
-1%
增持
SPYM
SPDR S&P 500 ETF
+$3.2M
404,095
+5%
增持
SPMD
SPDR S&P 400 MID CAP
+$1.5M
245,867
+3%
减持
IWF
iShares Russell 1000 Growth ETF
+$1.5M
56,142
-4%
建仓
PHO
Invesco Water Resources ETF
+$1.2M
20,104
清仓
—
PowerShares Water Resources ETF
-$1.1M
0
-100%
减持
SPYX
SPDR S&P 500 FOSSIL
+$1.1M
294,277
-1%
减持
SHY
ISHARES 1-3 R TREAS BD ETF
-$1.0M
35,539
-27%
增持
VO
Vanguard Mid-Cap ETF
+$896.0K
22,450
+8%
增持
ESGU
ISHARES TR ESG AWARE MSCI USA ETF
+$866.5K
13,628
+127%
增持
SPYV
SPDR S&P 500 VALUE ETF
+$742.8K
95,600
+6%
增持
SPYG
SPDR TR S&P 500 Growth
+$648.3K
58,761
+10%
减持
IEF
iShares 7-10 Year Treasury Bond ETF
-$588.8K
38,317
-18%
增持
ACWI
iShares MSCI ACWI Index ETF
+$547.9K
39,105
+5%
增持
XLK
Select Sector SPDR TR
+$518.1K
14,651
+4%
清仓
TLT
ISHARES TR BARCLAYS 20 YR TREAS BD ETF
-$512.9K
0
-100%
减持
IWB
Ishares Russell 1000 ETF
+$482.7K
21,592
-2%
减持
MDY
SPDR S&P Mid-Cap 400 ETF
+$469.4K
11,419
-2%
增持
SCHX
Schwab Strategic US Large Cap
+$424.4K
12,186
+135%
增持
MSFT
Microsoft Corp
+$406.3K
6,571
+0%
增持
VUG
Vanguard Growth ETF
+$404.5K
5,749
+13%
减持
AAPL
Apple Inc
+$387.3K
18,962
-1%
清仓
VOE
VANGUARD INDEX FDS MID-CAP VALUE ETF
-$354.8K
0
-100%
增持
IWR
iShares Russell Mid-Cap ETF
+$348.4K
28,916
+5%
建仓
MGV
Vanguard Mega Cap Value ETF
+$341.2K
3,120
建仓
AVDE
American Centy TR Avantis Intl Equity ETF
+$306.3K
5,069
建仓
INTC
Intel Crop
+$296.7K
5,905
清仓
FFBB
COMMUNITIES FIRST FINL CORP
-$266.1K
0
-100%
减持
IWD
iShares Russell 1000 Value ETF
+$262.4K
63,135
-6%
增持
POCT
Innovator ETFS TR S&P 500 Power Buffer ETF
+$259.8K
43,759
+13%
建仓
MGK
Vanguard Mega Cap Growth ETF
+$254.3K
980
减持
EFA
iShares MSCI EAFE ETF
+$254.2K
44,307
-1%
建仓
GAMR
Amplify Video Game Tech ETF
+$253.7K
4,286
建仓
IWV
iShares Tr Russell 3000 Index ETF
+$252.9K
924
建仓
VBR
Vanguard Index FDS Small Cap Value ETF
+$248.7K
1,382
建仓
CMG
Chipotle Mexican Grill
+$233.3K
102
清仓
—
Wedbush Video Game Tech ETF
-$229.3K
0
-100%
增持
VTI
Vanguard Index FDS Total Stk Mtk ETF
+$220.6K
6,556
+4%
清仓
MMM
3M Co
-$220.0K
0
-100%
建仓
NUMG
Nuveen ESG Mid-Cap Growth ETF
+$217.6K
5,141
建仓
SCHA
Schwab Strategic TR US Small Cap ETF
+$217.2K
4,598
建仓
SUN
SUNOCO LP
+$209.8K
3,500
建仓
NVO
NOVO NORDISK A.S. ADR
+$206.9K
2,000
建仓
ESGE
ISHARES INC ESG AWARE MSCI EM ET
+$205.6K
6,414
建仓
VB
Vanguard Index FDS Small Cap ETF
+$205.0K
961
建仓
XLF
Select Sector SPDR TR Financial
+$204.4K
5,437
建仓
CRBN
ISHARES TR MSCI ACWI LOW CARBON TARGET ETF
+$202.5K
1,224
增持
EFIV
SPDR SER TR S&P 500 ESG ETF
+$202.1K
20,362
+14%
建仓
BJUL
Innovator S&P 500 Buffer ETF Jul
+$202.0K
5,368
建仓
CINF
Cincinnati Finl Corp
+$201.7K
1,950
建仓
BSCU
Invesco BulletShares 2030 Corp Bd ETF
+$198.6K
11,941
减持
VOO
Vanguard S&P 500 ETF
+$169.4K
4,145
-1%
增持
SMH
Vaneck ETF TR Semiconductor ETF
+$137.8K
3,120
+11%
减持
IEI
iShares 3-7 Year Treasury Bond ETF
+$135.4K
57,099
-1%
减持
—
Exxon Mobil Corp
-$127.6K
6,082
-3%
增持
BRK/B
Berkshire Hathaway B
+$123.9K
5,656
+5%
增持
JPM
JP Morgan Chase
+$118.7K
4,526
+1%
增持
GOOGL
Alphabet Inc Cap Stk Class A
+$115.6K
7,924
+5%
增持
IWS
Ishares TR Russell Mid Cap Value
+$114.9K
7,754
+3%
减持
GLD
SPDR Gold ETF
+$101.2K
5,507
-1%
减持
PBW
Invesco WilderHill Clean Energy ETF
-$97.9K
10,879
-19%
增持
NVDA
NVIDIA CORP
+$82.3K
1,034
+5%
增持
MRK
Merck & Co
+$81.9K
9,575
+2%
减持
EEM
iShares MSCI Emerging Markets ETF
-$76.5K
37,468
-10%
增持
PNOV
Innovator S&P 500 Pwr Buffer
+$76.2K
41,188
+1%
减持
IVE
iShares S&P 500 Value ETF
+$76.0K
14,064
-9%
增持
IBM
International Business Machines
+$75.7K
2,351
+7%
增持
SPEM
SPDR Index S&P Emerging Mkts ETF
+$73.0K
27,890
+2%
减持
IWP
iShares Russell Mid-Cap Growth ETF
+$71.4K
5,906
-1%
增持
MDYG
SPDR SER TR S&P 400 MID CAP GROWTH ETF
+$67.1K
3,687
+20%
增持
DIS
Walt Disney Company
+$65.2K
4,732
+6%
减持
CMCSA
Comcast Corp A
-$57.6K
10,864
-10%
减持
VTV
Vanguard Value ETF
+$57.3K
6,811
-2%
减持
LLY
Lilly Eli & Co
-$51.0K
893
-16%
减持
PEP
PepsiCo
-$49.5K
3,378
-8%
减持
VYM
Vanguard Whitehall High Div Yld ETF
-$43.7K
4,311
-15%
减持
EAGG
ISHARES TR ESG AWARE U S AGGREGATE BD ETF
+$43.5K
29,760
-2%
增持
COST
Costco Wholesale Corp
+$37.5K
382
+1%
增持
DTE
DTE Energy Co
+$35.0K
2,763
+2%
减持
—
Eaton Corporation PLC
-$28.7K
1,473
-18%
减持
MCD
McDonalds Corp
+$27.6K
1,664
-6%
增持
PG
Proctor & Gamble
+$12.6K
5,516
+1%
减持
TMO
Thermo Fisher Scientific
+$9.3K
439
-1%
减持
IEFA
iShares Core MSCI EAFE ETF
+$9.2K
3,361
-5%
减持
VWO
Vanguard Intl Equity Emerging Mkts ETF
+$7.3K
5,236
-1%
减持
DBEF
DBX XTRACKERS MSCI EAFE Hedged Equity ETF
+$6.6K
16,253
-5%
减持
VEA
Vanguard Intl FD FTSE Developed Mkts ETF
+$5.1K
5,487
-7%
减持
IRM
Iron Mtn Inc
-$3.4K
3,350
-16%
减持
LMBS
FIRST TR LOW DURATION OPPOR ETF
-$2.3K
17,921
-2%
减持
NUMV
Nushares ESG Mid Cap Value
+$2.0K
15,451
-9%
减持
JNJ
Johnson & Johnson
-$921
4,891
-1%
