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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 116 项
建仓 9
增持 46
减持 57
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
SPYM
SPDR SERIES TRUST
+$14.3M
1,797,996
+8%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$11.6M
714,240
-24%
减持
MINT
PIMCO ETF TR
-$9.0M
327,797
-21%
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
SPMD
SPDR SERIES TRUST
+$5.3M
702,621
+14%
减持
IVV
ISHARES TR
-$3.2M
55,640
-10%
增持
DFAE
DIMENSIONAL ETF TRUST
+$3.1M
112,093
+502%
增持
AVDE
AMERICAN CENTY ETF TR
+$1.9M
47,330
+88%
减持
IJH
ISHARES TR
-$1.1M
233,379
-8%
减持
GLDM
WORLD GOLD TR
+$1.0M
131,546
-2%
增持
ESGU
ISHARES TR
+$948.8K
54,307
+11%
减持
IWB
ISHARES TR
-$602.2K
17,274
-10%
增持
GOOGL
ALPHABET INC
+$600.1K
8,442
+0%
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$578.2K
2,286
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$552.9K
142,367
+8%
建仓
JBND
J P MORGAN EXCHANGE TRADED F
+$481.7K
8,908
增持
GOOG
ALPHABET INC
+$481.6K
6,828
+0%
减持
QQQ
INVESCO QQQ TR
-$458.7K
13,396
-7%
减持
IWF
ISHARES TR
-$412.8K
42,695
-3%
减持
SPY
SPDR S&P 500 ETF TR
+$386.3K
70,380
-2%
减持
ORCL
ORACLE CORP
-$385.5K
4,351
-1%
增持
FESM
FIDELITY COVINGTON TRUST
+$339.1K
143,461
+3%
减持
PDEC
INNOVATOR ETFS TRUST
-$336.5K
29,708
-23%
清仓
MSTR
STRATEGY INC
-$327.4K
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$288.5K
4,652
+8%
增持
ACWI
ISHARES TR
+$287.5K
41,040
+3%
增持
EEM
ISHARES TR
+$270.2K
22,761
+25%
减持
SPTS
SPDR SERIES TRUST
-$270.2K
11,109
-45%
增持
SPAB
SPDR SERIES TRUST
+$254.0K
23,997
+70%
清仓
META
META PLATFORMS INC
-$249.7K
0
-100%
增持
SPYX
SPDR SERIES TRUST
+$236.7K
173,073
+0%
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$236.4K
408
清仓
CRBN
ISHARES TR
-$235.5K
0
-100%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$230.6K
16,650
+20%
建仓
COF
CAPITAL ONE FINL CORP
+$222.7K
919
增持
SCHG
SCHWAB STRATEGIC TR
+$216.3K
61,608
+10%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$214.2K
1,000
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$209.1K
0
-100%
建仓
TY
TRI CONTL CORP
+$202.9K
6,213
增持
LRCX
LAM RESEARCH CORP
+$200.2K
4,472
+6%
建仓
IBB
ISHARES TR
+$200.2K
1,186
建仓
IBDU
ISHARES TR
+$200.1K
8,548
建仓
IBDT
ISHARES TR
+$200.0K
7,858
增持
VEA
VANGUARD TAX-MANAGED FDS
+$191.1K
8,436
+51%
减持
MCD
MCDONALDS CORP
-$173.8K
862
-40%
减持
VO
VANGUARD INDEX FDS
-$158.3K
14,018
-3%
减持
AAPL
APPLE INC
+$153.9K
20,530
-4%
减持
IWS
ISHARES TR
-$144.6K
3,478
-24%
增持
MGK
VANGUARD WORLD FD
+$142.2K
1,723
+22%
减持
IVE
ISHARES TR
-$135.1K
9,879
-9%
增持
EFIV
SPDR SERIES TRUST
+$130.8K
15,284
+10%
减持
IWP
ISHARES TR
-$124.4K
4,725
-13%
减持
IWD
ISHARES TR
-$112.6K
31,963
-5%
增持
XLK
SELECT SECTOR SPDR TR
-$105.7K
23,178
+90%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
-$105.1K
5,341
+4%
减持
IEI
ISHARES TR
-$93.6K
5,420
-13%
减持
GLD
SPDR GOLD TR
-$92.5K
3,715
-16%
减持
PHO
INVESCO EXCHANGE TRADED FD T
-$88.2K
16,193
-5%
减持
—
EATON CORP PLC
-$87.5K
1,475
-1%
减持
SHY
ISHARES TR
-$87.4K
7,999
-12%
增持
EFA
ISHARES TR
+$86.7K
31,830
+0%
减持
EAGG
ISHARES TR
-$83.5K
11,942
-12%
减持
DIS
DISNEY WALT CO
-$82.9K
3,719
-16%
增持
MSFT
MICROSOFT CORP
-$74.3K
6,448
+5%
减持
SPEM
SPDR INDEX SHS FDS
-$72.5K
12,211
-11%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$72.0K
6,615
-2%
增持
NFLX
NETFLIX INC
-$69.4K
2,290
+866%
增持
NVDA
NVIDIA CORPORATION
+$66.9K
9,871
+4%
减持
MRK
MERCK & CO INC
+$63.5K
6,047
-11%
减持
LLY
ELI LILLY & CO
+$62.7K
1,643
-26%
减持
IVW
ISHARES TR
+$61.8K
26,284
-0%
减持
PG
PROCTER AND GAMBLE CO
-$61.2K
4,846
-1%
减持
IEF
ISHARES TR
-$60.1K
2,909
-17%
增持
AVGO
BROADCOM INC
+$59.7K
1,713
+6%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$58.4K
2,569
+3%
增持
XLE
SELECT SECTOR SPDR TR
+$58.0K
22,042
+112%
增持
XLF
SELECT SECTOR SPDR TR
+$52.0K
10,062
+9%
增持
HD
HOME DEPOT INC
-$51.0K
908
+1%
减持
COST
COSTCO WHSL CORP NEW
-$48.9K
378
-7%
增持
EMXC
ISHARES INC
+$48.3K
6,600
+3%
减持
AMZN
AMAZON COM INC
-$47.5K
17,385
-6%
减持
XME
SPDR SERIES TRUST
-$46.6K
8,858
-14%
减持
POCT
INNOVATOR ETFS TRUST
-$46.0K
35,850
-5%
增持
—
EXXON MOBIL CORP
+$45.4K
3,133
+7%
减持
AMGN
AMGEN INC
+$42.7K
1,485
-5%
减持
VOT
VANGUARD INDEX FDS
-$39.6K
2,343
-1%
增持
MMM
3M CO
+$38.6K
1,844
+11%
增持
WMT
WALMART INC
+$36.0K
2,230
+8%
减持
SPYG
SPDR SERIES TRUST
-$35.7K
33,785
-3%
增持
ESGE
ISHARES INC
+$35.3K
7,628
+10%
减持
SPYV
SPDR SERIES TRUST
+$33.6K
42,796
-1%
增持
V
VISA INC
+$32.9K
1,112
+6%
减持
SUSA
ISHARES TR
-$31.2K
1,606
-15%
减持
CRM
SALESFORCE INC
+$30.0K
1,423
-3%
增持
DTE
DTE ENERGY CO
-$25.6K
2,435
+1%
减持
SMH
VANECK ETF TRUST
-$23.6K
4,181
-11%
减持
AXP
AMERICAN EXPRESS CO
+$22.9K
695
-1%
减持
PJAN
INNOVATOR ETFS TRUST
+$22.3K
21,400
-0%
减持
DBEF
DBX ETF TR
+$21.0K
15,341
-1%
减持
VTV
VANGUARD INDEX FDS
+$20.6K
5,730
-0%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$20.0K
36,945
-1%
减持
JPM
JPMORGAN CHASE & CO.
-$19.3K
3,984
-4%
减持
RTX
RTX CORPORATION
+$19.0K
1,508
-2%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$17.6K
10,323
-1%
增持
IWR
ISHARES TR
+$16.3K
25,012
+1%
减持
BBIO
BRIDGEBIO PHARMA INC
+$15.6K
3,599
-28%
增持
MDYG
SPDR SERIES TRUST
+$12.0K
2,349
+5%
增持
BA
BOEING CO
+$11.9K
1,021
+5%
增持
PANW
PALO ALTO NETWORKS INC
-$10.0K
1,230
+6%
减持
JNJ
JOHNSON & JOHNSON
-$8.1K
3,312
-11%
增持
SYK
STRYKER CORPORATION
-$7.4K
794
+2%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$5.8K
3,437
+4%
减持
PBW
INVESCO EXCHANGE TRADED FD T
+$5.2K
6,837
-3%
减持
CWI
SPDR INDEX SHS FDS
+$2.8K
28,103
-3%
增持
SUSB
ISHARES TR
-$508
9,787
+0%
减持
EFAX
SPDR INDEX SHS FDS
-$324
10,525
-2%
增持
PM
PHILIP MORRIS INTL INC
-$27
1,457
+1%
