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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 104 项
建仓 13
增持 38
减持 43
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$2.6M
69,780
-1%
减持
IWF
ISHARES TR
-$2.3M
41,989
-2%
减持
IVV
ISHARES TR
-$2.1M
55,070
-1%
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
MINT
PIMCO ETF TR
+$2.0M
347,406
+6%
增持
SPYM
SPDR SERIES TRUST
-$1.9M
1,859,482
+3%
增持
SPMD
SPDR SERIES TRUST
+$1.8M
717,188
+2%
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$1.0M
28,371
+218%
增持
AVDE
AMERICAN CENTY ETF TR
+$1.0M
57,749
+22%
减持
GLDM
WORLD GOLD TR
+$803.1K
129,822
-1%
减持
MSFT
MICROSOFT CORP
-$773.0K
6,336
-2%
增持
DFAE
DIMENSIONAL ETF TRUST
+$751.3K
130,010
+16%
减持
SPYX
SPDR SERIES TRUST
-$739.0K
169,450
-2%
减持
AMZN
AMAZON COM INC
-$582.8K
16,469
-5%
增持
XLE
SELECT SECTOR SPDR TR
+$561.4K
25,251
+15%
减持
QQQ
INVESCO QQQ TR
-$551.6K
13,302
-1%
建仓
FBND
FIDELITY MERRIMACK STR TR
+$489.2K
10,723
减持
AAPL
APPLE INC
-$450.2K
20,218
-2%
增持
IJH
ISHARES TR
+$428.3K
234,434
+0%
增持
ESGU
ISHARES TR
-$378.5K
54,534
+0%
增持
IAU
ISHARES GOLD TR
+$375.4K
7,179
+126%
建仓
BND
VANGUARD BD INDEX FDS
+$375.1K
5,094
增持
POCT
INNOVATOR ETFS TRUST
+$373.8K
45,195
+26%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$346.8K
20,926
+26%
建仓
NEE
NEXTERA ENERGY INC
+$338.9K
3,649
减持
IWB
ISHARES TR
-$298.4K
17,255
-0%
增持
SPYG
SPDR SERIES TRUST
-$295.2K
33,803
+0%
增持
FESM
FIDELITY COVINGTON TRUST
+$281.5K
150,039
+5%
清仓
SYK
STRYKER CORPORATION
-$279.1K
0
-100%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$278.4K
719,459
+1%
建仓
BAR
GRANITESHARES GOLD TR
+$251.2K
5,446
建仓
SLV
ISHARES SILVER TR
+$246.3K
3,615
建仓
SCHD
SCHWAB STRATEGIC TR
+$245.2K
7,992
建仓
VOE
VANGUARD INDEX FDS
+$242.0K
1,313
建仓
IEMG
ISHARES INC
+$241.8K
3,466
建仓
DE
DEERE & CO
+$237.7K
422
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$236.4K
0
-100%
清仓
PANW
PALO ALTO NETWORKS INC
-$226.6K
0
-100%
清仓
COF
CAPITAL ONE FINL CORP
-$222.7K
0
-100%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$214.2K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$214.1K
6,492
-2%
建仓
CL
COLGATE PALMOLIVE CO
+$205.8K
2,415
清仓
IWO
ISHARES TR
-$205.1K
0
-100%
清仓
VOOG
VANGUARD ADMIRAL FDS INC
-$204.5K
0
-100%
建仓
SPDW
SPDR INDEX SHS FDS
+$203.6K
4,460
清仓
TY
TRI CONTL CORP
-$202.9K
0
-100%
建仓
META
META PLATFORMS INC
+$202.0K
353
建仓
—
TRANE TECHNOLOGIES PLC
+$200.9K
482
增持
IWD
ISHARES TR
+$200.5K
32,403
+1%
清仓
IBDU
ISHARES TR
-$200.1K
0
-100%
清仓
IBDT
ISHARES TR
-$200.0K
0
-100%
减持
ACWI
ISHARES TR
-$190.6K
40,588
-1%
增持
EFA
ISHARES TR
+$188.9K
33,414
+5%
增持
SCHG
SCHWAB STRATEGIC TR
-$179.2K
62,838
+2%
增持
GOOGL
ALPHABET INC
-$173.9K
8,584
+2%
减持
GAMR
AMPLIFY ETF TR
-$171.1K
2,895
-32%
减持
FBTC
FIDELITY WISE ORIGIN BITCOIN
-$153.6K
4,296
-20%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$149.2K
2,524
-2%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$145.8K
3,180
-7%
减持
XSW
SPDR SERIES TRUST
-$127.9K
1,704
-14%
减持
LRCX
LAM RESEARCH CORP
+$126.5K
4,175
-7%
减持
—
EXXON MOBIL CORP
+$125.8K
2,964
-5%
减持
PJAN
INNOVATOR ETFS TRUST
-$121.7K
19,175
-10%
减持
GLD
SPDR GOLD TR
+$118.9K
3,698
-0%
减持
JNJ
JOHNSON & JOHNSON
+$117.6K
3,285
-1%
减持
JMUB
J P MORGAN EXCHANGE TRADED F
-$116.6K
141,486
-1%
增持
GDX
VANECK ETF TRUST
+$115.0K
4,735
+27%
减持
IWR
ISHARES TR
-$105.1K
23,684
-5%
减持
SHY
ISHARES TR
-$105.0K
6,752
-16%
增持
XME
SPDR SERIES TRUST
+$93.5K
9,363
+6%
增持
VLY
VALLEY NATL BANCORP
+$87.8K
42,438
+14%
增持
JPM
JPMORGAN CHASE & CO
-$82.7K
4,083
+2%
减持
MDY
STATE STR SPDR S&P MIDCAP 40
+$80.6K
10,228
-1%
减持
MRK
MERCK & CO INC
+$75.6K
5,920
-2%
增持
KO
COCA COLA CO
+$67.3K
10,661
+0%
增持
MCD
MCDONALDS CORP
+$62.9K
1,050
+22%
减持
IWM
ISHARES TR
-$62.7K
1,374
-16%
增持
COST
COSTCO WHOLESALE CORPORATION
+$60.6K
388
+3%
增持
CWI
SPDR INDEX SHS FDS
+$56.2K
29,123
+4%
减持
EFIV
SPDR SERIES TRUST
-$56.1K
15,138
-1%
减持
SPYV
SPDR SERIES TRUST
-$53.0K
42,034
-2%
减持
VO
VANGUARD INDEX FDS
-$52.1K
13,985
-0%
增持
V
VISA INC
-$47.9K
1,132
+2%
增持
DTE
DTE ENERGY CO
+$47.4K
2,472
+2%
减持
IEI
ISHARES TR
-$45.5K
5,071
-6%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$42.5K
2,612
+14%
减持
MMM
3M CO
-$41.9K
1,744
-5%
减持
—
EATON CORP PLC
+$41.7K
1,430
-3%
增持
LLY
ELI LILLY & CO
-$32.9K
1,884
+15%
减持
AMGN
AMGEN INC
+$30.5K
1,468
-1%
增持
PM
PHILIP MORRIS INTL INC
+$30.3K
1,597
+10%
减持
DBEF
DBX ETF TR
-$29.2K
14,349
-6%
减持
PNC
PNC FINL SVCS GROUP INC
-$27.3K
975
-12%
增持
VYM
VANGUARD WHITEHALL FDS
+$26.7K
3,518
+2%
减持
SPEM
SPDR INDEX SHS FDS
-$25.6K
11,639
-5%
增持
ABBV
ABBVIE INC
+$18.5K
1,334
+12%
增持
PG
PROCTER & GAMBLE CO
+$17.5K
4,929
+2%
减持
HD
HOME DEPOT INC
-$17.4K
897
-1%
减持
EEM
ISHARES TR
+$15.9K
22,207
-2%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$14.9K
36,798
-0%
增持
SPAB
SPDR SERIES TRUST
+$8.9K
24,467
+2%
减持
EAGG
ISHARES TR
-$3.9K
11,934
-0%
减持
RTX
RTX CORPORATION
-$1.5K
1,426
-5%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$1.3K
6,632
+1%
增持
SPTS
SPDR SERIES TRUST
+$960
11,180
+1%
