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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 111 项
建仓 3
增持 21
减持 69
清仓 18
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$6.0M
219,557
+1%
减持
IWD
ISHARES TR
-$4.2M
37,844
-37%
增持
ESGU
ISHARES TR
+$4.2M
48,965
+247%
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。
减持
SPMD
SPDR SER TR
-$3.5M
193,601
-23%
减持
IJH
ISHARES TR
-$3.2M
673,397
-4%
减持
SPYX
SPDR SER TR
-$3.1M
206,761
-28%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$2.3M
31,180
-29%
减持
IEI
ISHARES TR
-$2.1M
28,406
-39%
减持
IEF
ISHARES TR
-$1.9M
14,340
-59%
减持
SPY
SPDR S&P 500 ETF TR
-$1.7M
75,555
-8%
减持
SPYV
SPDR SER TR
-$1.6M
61,559
-33%
减持
SPYM
SPDR SER TR
-$1.3M
381,356
-9%
减持
IWF
ISHARES TR
-$1.1M
48,794
-13%
增持
AAPL
APPLE INC
+$1.0M
21,141
+6%
减持
SHY
ISHARES TR
-$991.5K
15,127
-44%
减持
EFA
ISHARES TR
-$767.7K
30,495
-23%
减持
DSI
ISHARES TR
-$749.9K
5,757
-57%
清仓
SUSA
IsharesMSCI USA ESG Select ETF
-$701.7K
0
-100%
减持
IVE
ISHARES TR
-$647.0K
10,833
-23%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$645.3K
4,388
-75%
减持
VO
VANGUARD INDEX FDS
-$607.9K
20,149
-8%
减持
VV
VANGUARD INDEX FDS
-$580.8K
839
-75%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$559.3K
10,785
-5%
减持
EEM
ISHARES TR
-$547.6K
14,880
-48%
减持
EAGG
ISHARES TR
-$543.0K
18,075
-39%
清仓
NUMV
Nushares ESG Mid Cap Value
-$528.4K
0
-100%
减持
IWR
ISHARES TR
-$422.5K
24,607
-14%
建仓
EFAX
SPDR INDEX SHS FDS
+$351.6K
8,619
清仓
MDYG
SPDR SER TR S&P 400 MID CAP GROWTH ETF
-$307.7K
0
-100%
减持
SPYG
SPDR SER TR
-$302.0K
49,609
-15%
增持
GOOGL
ALPHABET INC
+$293.3K
8,176
+3%
清仓
IBB
iShares Nasdaq Biotechnology ETF
-$286.4K
0
-100%
减持
SPEM
SPDR INDEX SHS FDS
-$280.0K
17,475
-33%
增持
XLK
SELECT SECTOR SPDR TR
+$259.5K
12,828
+1%
增持
AMZN
AMAZON COM INC
+$257.4K
19,441
+0%
减持
EFIV
SPDR SER TR
-$255.7K
13,636
-30%
清仓
IEFA
iShares Core MSCI EAFE ETF
-$249.5K
0
-100%
增持
GOOG
ALPHABET INC
+$246.0K
7,069
+2%
清仓
CRBN
ISHARES TR MSCI ACWI LOW CARBON TARGET ETF
-$245.0K
0
-100%
清仓
INTC
Intel Crop
-$239.4K
0
-100%
减持
IWS
ISHARES TR
-$236.6K
5,875
-22%
建仓
AVGO
BROADCOM INC
+$232.8K
145
减持
PHO
INVESCO EXCHANGE TRADED FD T
-$232.6K
17,034
-15%
清仓
COP
CONOCOPHILLIPS COM
-$229.7K
0
-100%
清仓
VWO
Vanguard Intl Equity Emerging Mkts ETF
-$226.6K
0
-100%
建仓
NFLX
NETFLIX INC
+$224.7K
333
清仓
ABBV
ABBVIE INC
-$216.0K
0
-100%
清仓
NUMG
Nuveen ESG Mid-Cap Growth ETF
-$212.9K
0
-100%
清仓
BA
Boeing Co
-$212.3K
0
-100%
增持
SMH
VANECK ETF TRUST
+$212.1K
4,416
+6%
清仓
SUN
SUNOCO LP
-$211.0K
0
-100%
清仓
PRF
INVESCO EXCHANGE-TRADED FD TR FTSE RAFI US 1000 ETF
-$210.2K
0
-100%
清仓
SUSB
ISHARES TR ESG 1-5 YR CORPORATE BD ETF
-$210.2K
0
-100%
清仓
CAT
CATERPILLAR INS
-$207.4K
0
-100%
减持
CL
COLGATE PALMOLIVE CO
-$205.3K
2,910
-46%
清仓
EZM
WISDOMTREE TR U S MIDCAP FD
-$200.8K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$184.8K
8,868
+780%
减持
LLY
ELI LILLY & CO
+$182.7K
2,258
-6%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$171.4K
6,268
+11%
减持
VTV
VANGUARD INDEX FDS
-$161.5K
5,873
-13%
减持
DIS
DISNEY WALT CO
-$146.0K
4,444
-7%
减持
CFBK
CF BANKSHARES INC
-$145.8K
11,843
-36%
减持
PDEC
INNOVATOR ETFS TRUST
-$141.1K
46,263
-10%
清仓
F
FORD MTR CO
-$133.1K
0
-100%
减持
VUG
VANGUARD INDEX FDS
+$130.8K
5,578
-2%
减持
PEP
PEPSICO INC
-$127.6K
2,811
-17%
减持
SUSC
ISHARES TR
-$116.6K
15,933
-23%
减持
XLV
SELECT SECTOR SPDR TR
-$105.6K
2,086
-25%
减持
DFAC
DIMENSIONAL ETF TRUST
-$100.7K
11,902
-21%
减持
JNJ
JOHNSON & JOHNSON
-$100.3K
4,340
-7%
增持
ORCL
ORACLE CORP
+$99.8K
4,533
+5%
减持
HON
HONEYWELL INTL INC
-$98.4K
1,279
-29%
减持
VYM
VANGUARD WHITEHALL FDS
-$96.3K
3,857
-16%
减持
MRK
MERCK & CO INC
-$92.0K
9,462
-1%
减持
BKLC
BNY MELLON ETF TRUST
-$88.9K
8,311
-13%
减持
IWM
ISHARES TR
-$82.3K
1,313
-21%
减持
VXF
VANGUARD INDEX FDS
-$81.0K
1,606
-20%
减持
IWP
ISHARES TR
-$76.3K
5,417
-8%
减持
ACWI
ISHARES TR
-$67.9K
39,847
-3%
减持
ECL
ECOLAB INC
-$61.9K
2,409
-12%
增持
COST
COSTCO WHSL CORP NEW
+$60.1K
387
+5%
减持
XLE
SELECT SECTOR SPDR TR
-$54.7K
12,698
-1%
减持
KO
COCA COLA CO
-$50.2K
10,629
-11%
减持
GLD
SPDR GOLD TR
-$49.3K
5,014
-9%
减持
—
EXXON MOBIL CORP
-$45.4K
5,747
-6%
减持
IVW
ISHARES TR
+$44.3K
24,073
-7%
减持
IWN
ISHARES TR
-$42.9K
1,709
-10%
减持
CMCSA
COMCAST CORP NEW
-$42.9K
8,574
-2%
减持
EMXC
ISHARES INC
-$42.8K
5,290
-14%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$41.2K
5,329
-12%
减持
SCHX
SCHWAB STRATEGIC TR
-$40.6K
11,138
-9%
增持
MCD
MCDONALDS CORP
-$38.7K
1,689
+2%
增持
NVO
NOVO-NORDISK A S
+$36.7K
2,056
+3%
减持
PBW
INVESCO EXCHANGE TRADED FD T
-$36.3K
10,597
-2%
增持
—
TRANE TECHNOLOGIES PLC
+$32.7K
782
+5%
增持
AVDE
AMERICAN CENTY ETF TR
+$32.4K
5,710
+13%
减持
VOO
VANGUARD INDEX FDS
-$28.7K
4,264
-5%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$23.0K
5,100
+4900%
增持
PG
PROCTER AND GAMBLE CO
+$21.5K
5,636
+1%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$17.9K
408
-3%
增持
DTE
DTE ENERGY CO
+$17.4K
2,912
+7%
减持
JPM
JPMORGAN CHASE & CO.
-$16.0K
4,403
-3%
增持
SLI
STANDARD LITHIUM LTD
+$15.4K
73,900
+18%
减持
QQQ
INVESCO QQQ TR
+$14.7K
15,060
-7%
减持
IWB
ISHARES TR
-$13.7K
20,786
-3%
减持
POCT
INNOVATOR ETFS TRUST
+$13.5K
41,899
-1%
减持
WMT
WALMART INC
+$8.9K
3,130
-7%
减持
GLDM
WORLD GOLD TR
+$7.1K
132,108
-4%
增持
SYK
STRYKER CORPORATION
+$5.3K
614
+8%
减持
PMAY
INNOVATOR ETFS TRUST
+$1.3K
12,645
-5%
减持
ESGE
ISHARES INC
+$1.1K
6,199
-3%