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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 114 项
建仓 20
增持 33
减持 53
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
IVV
ISHARES TR
-$85.7M
64,346
-71%
增持
SPYM
SPDR SERIES TRUST
+$58.6M
1,622,431
+80%
建仓
JPST
J P MORGAN EXCHANGE TRADED F
+$47.0M
927,651
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
MINT
PIMCO ETF TR
+$41.6M
413,332
减持
IJH
ISHARES TR
-$28.0M
258,226
-66%
增持
SPMD
SPDR SERIES TRUST
+$13.6M
603,915
+60%
减持
SPY
SPDR S&P 500 ETF TR
+$3.9M
71,881
-1%
减持
IWF
ISHARES TR
+$2.1M
44,279
-4%
减持
ESGU
ISHARES TR
-$1.8M
49,777
-29%
减持
QQQ
INVESCO QQQ TR
+$1.1M
14,382
-1%
建仓
CWI
SPDR INDEX SHS FDS
+$962.1K
29,457
建仓
VEU
VANGUARD INTL EQUITY INDEX F
+$903.0K
13,433
增持
MSFT
MICROSOFT CORP
+$785.0K
6,018
+2%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$724.8K
37,981
+6%
建仓
VBIL
VANGUARD INSTL INDEX FD
+$630.4K
8,344
建仓
SPTS
SPDR SERIES TRUST
+$615.2K
21,003
减持
IWB
ISHARES TR
+$599.5K
19,924
-1%
增持
AVDE
AMERICAN CENTY ETF TR
+$569.0K
19,140
+50%
增持
ACWI
ISHARES TR
+$519.5K
40,022
+1%
减持
XLK
SELECT SECTOR SPDR TR
+$517.5K
12,214
-2%
增持
GLDM
WORLD GOLD TR
+$511.7K
135,221
+0%
减持
FESM
FIDELITY COVINGTON TRUST
-$510.3K
135,327
-18%
增持
IVW
ISHARES TR
+$488.1K
26,469
+1%
减持
AMZN
AMAZON COM INC
+$485.1K
17,986
-1%
增持
NVDA
NVIDIA CORPORATION
+$476.2K
9,224
+2%
减持
SPYG
SPDR SERIES TRUST
+$440.2K
36,812
-4%
建仓
MSTR
MICROSTRATEGY INC
+$433.3K
1,072
减持
AAPL
APPLE INC
-$416.7K
21,045
-1%
增持
VTI
VANGUARD INDEX FDS
+$410.4K
7,032
+12%
建仓
SPAB
SPDR SERIES TRUST
+$371.8K
14,523
减持
SPYX
SPDR SERIES TRUST
+$325.4K
178,080
-7%
清仓
VOE
VANGUARD INDEX FDS
-$310.0K
0
-100%
减持
SMH
VANECK ETF TRUST
+$288.6K
4,686
-3%
建仓
AXP
AMERICAN EXPRESS CO
+$238.6K
748
建仓
RTX
RTX CORPORATION
+$224.7K
1,539
建仓
PANW
PALO ALTO NETWORKS INC
+$223.5K
1,092
减持
VO
VANGUARD INDEX FDS
+$219.6K
14,389
-2%
建仓
BBIO
BRIDGEBIO PHARMA INC
+$215.9K
5,000
清仓
HON
HONEYWELL INTL INC
-$213.4K
0
-100%
建仓
AXON
AXON ENTERPRISE INC
+$211.1K
255
增持
GOOGL
ALPHABET INC
+$210.3K
8,185
+3%
减持
SPYV
SPDR SERIES TRUST
-$209.1K
44,295
-10%
建仓
PNC
PNC FINL SVCS GROUP INC
+$205.6K
1,103
建仓
FELC
FIDELITY COVINGTON TRUST
+$204.4K
5,926
建仓
SUSA
ISHARES TR
+$203.7K
1,607
建仓
BA
BOEING CO
+$203.7K
972
减持
SCHG
SCHWAB STRATEGIC TR
+$203.4K
56,200
-2%
建仓
DE
DEERE & CO
+$203.4K
400
清仓
SUN
SUNOCO LP/SUNOCO FIN CORP
-$203.2K
0
-100%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$203.0K
0
-100%
建仓
WMT
WALMART INC
+$201.5K
2,061
建仓
PAVE
GLOBAL X FDS
+$200.7K
4,605
减持
IWD
ISHARES TR
-$195.9K
33,789
-6%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$185.4K
10,388
-3%
清仓
PBW
INVESCO EXCHANGE TRADED FD T
-$165.7K
0
-100%
减持
JPM
JPMORGAN CHASE & CO.
+$159.6K
4,099
-2%
增持
EDIV
SPDR INDEX SHS FDS
+$148.2K
14,169
+29%
清仓
BKD
BROOKDALE SR LIVING INC
-$142.4K
0
-100%
减持
XLE
SELECT SECTOR SPDR TR
-$140.1K
10,382
-5%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$139.5K
2,490
+4%
减持
EFA
ISHARES TR
-$132.2K
29,432
-13%
清仓
AGNC
AGNC INVT CORP
-$128.2K
0
-100%
增持
EFIV
SPDR SERIES TRUST
+$127.9K
14,609
+7%
减持
IWR
ISHARES TR
+$109.8K
24,481
-3%
增持
SCHX
SCHWAB STRATEGIC TR
+$105.9K
28,455
+7%
减持
DTE
DTE ENERGY CO
-$105.4K
2,365
-22%
减持
IEF
ISHARES TR
-$92.3K
3,679
-21%
减持
EAGG
ISHARES TR
-$91.1K
14,429
-15%
增持
PJUL
INNOVATOR ETFS TRUST
+$89.9K
12,013
+11%
减持
SUSC
ISHARES TR
-$88.2K
10,842
-26%
减持
DSI
ISHARES TR
-$79.4K
4,392
-24%
增持
XSW
SPDR SERIES TRUST
+$78.5K
1,979
+6%
清仓
XJQCX
NUVEEN CR STRATEGIES INCOME
-$75.9K
0
-100%
减持
CRBN
ISHARES TR
-$74.2K
1,038
-13%
减持
MGK
VANGUARD WORLD FD
+$74.0K
1,454
-2%
减持
DFAC
DIMENSIONAL ETF TRUST
-$70.1K
9,410
-24%
减持
SPEM
SPDR INDEX SHS FDS
-$61.8K
13,759
-17%
增持
PJAN
INNOVATOR ETFS TRUST
+$59.0K
21,486
+0%
减持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$58.5K
4,389
-11%
减持
—
EXXON MOBIL CORP
-$55.2K
2,941
-6%
减持
VONE
VANGUARD SCOTTSDALE FDS
-$51.2K
2,870
-15%
减持
EEM
ISHARES TR
+$48.6K
17,115
-4%
增持
JNJ
JOHNSON & JOHNSON
-$47.6K
3,830
+0%
增持
SYK
STRYKER CORPORATION
+$47.1K
883
+9%
增持
EFAX
SPDR INDEX SHS FDS
+$46.7K
10,263
+0%
减持
IVE
ISHARES TR
+$46.3K
10,441
-0%
减持
POCT
INNOVATOR ETFS TRUST
+$43.9K
39,920
-3%
减持
IEI
ISHARES TR
-$43.2K
6,196
-6%
增持
LLY
ELI LILLY & CO
-$40.2K
2,220
+4%
减持
VOO
VANGUARD INDEX FDS
+$39.6K
4,293
-8%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$36.2K
4,861
-20%
减持
DBEF
DBX ETF TR
-$34.0K
15,448
-6%
减持
MCD
MCDONALDS CORP
-$33.8K
1,439
-1%
减持
GLD
SPDR GOLD TR
+$32.7K
4,758
-3%
增持
ESGE
ISHARES INC
+$29.8K
6,948
+0%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$29.2K
5,329
-19%
减持
TSLA
TESLA INC
-$25.6K
665
-27%
增持
PG
PROCTER AND GAMBLE CO
-$25.6K
5,868
+4%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
-$22.4K
126,703
+0%
减持
XLF
SELECT SECTOR SPDR TR
-$22.1K
9,265
-9%
增持
SCHA
SCHWAB STRATEGIC TR
+$21.9K
9,380
+2%
增持
PEP
PEPSICO INC
-$20.2K
1,700
+4%
增持
ABBV
ABBVIE INC
-$19.8K
1,189
+4%
增持
MMM
3M CO
+$16.2K
1,654
+3%
减持
VTV
VANGUARD INDEX FDS
-$15.7K
5,758
-4%
减持
CRM
SALESFORCE INC
-$13.4K
1,423
-5%
减持
SLI
STANDARD LITHIUM LTD
+$11.8K
53,300
-27%
减持
VB
VANGUARD INDEX FDS
-$10.5K
855
-11%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$5.4K
4,735
+2%
增持
KO
COCA COLA CO
-$4.4K
10,635
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$4.2K
6,543
+10%
增持
SHY
ISHARES TR
+$4.1K
8,534
+0%
减持
IWN
ISHARES TR
+$2.1K
1,709
-4%
减持
IWM
ISHARES TR
+$1.8K
1,639
-7%
