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RTD Financial Advisors, Inc. · 13F 持仓分析
期权收益计算器 机构排行

RTD Financial Advisors, Inc.

No.2935 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$9.17亿
环比变动 Q1 2026
+$1.03亿+12.7%
持仓股票数
120
新买入
8
加仓
44
减仓
53
清仓
2
持股不变
15
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
IiShares安硕信托IVV
12.39%11.96%$1.14亿15.2万股$9,729.5万14.9万股+2,789股+1.87%加仓
IiShares安硕·COREIJH
5.38%5.25%$4,935.4万64.0万股$4,271.8万63.3万股+7,466股+1.18%加仓
IiShares安硕·RUSSELLIWF
4.89%4.8%$4,485.4万36.1万股$3,904.6万9.2万股+27.0万股+294.47%加仓
I景顺·TOTAL RETURN BOND ETFGTO
4.43%4.83%$4,062.9万86.7万股$3,929.5万83.9万股+2.8万股+3.31%加仓
IiShares安硕·COREIJR
4.39%4.3%$4,025.5万27.1万股$3,499.5万28.2万股-1.0万股-3.58%减仓
IiShares安硕·RUSSELLIWB
4.17%4.14%$3,825.9万9.3万股$3,370.8万9.5万股-1,107股-1.17%减仓
IiShares安硕信托IWX
3.21%3.07%$2,943.2万28.0万股$2,502.0万27.0万股+9,889股+3.66%加仓
IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP
3.12%3.05%$2,861.4万19.5万股$2,482.8万19.4万股+1,649股+0.85%加仓
IiShares安硕信托IWS
2.58%2.56%$2,365.4万14.4万股$2,085.7万14.3万股+591股+0.41%加仓
IiShares安硕信托IWY
2.55%2.38%$2,342.4万8.1万股$1,935.8万7.8万股+2,806股+3.61%加仓
IiShares安硕信托EFG
2.47%2.56%$2,268.7万18.2万股$2,084.1万18.7万股-4,791股-2.56%减仓
V先锋领航·MIDVO
2.26%2.29%$2,068.0万25.7万股$1,866.2万6.5万股+19.2万股+294.97%加仓
IiShares安硕信托IWD
2.1%2.11%$1,921.6万7.9万股$1,720.1万8.1万股-1,237股-1.54%减仓
IiShares安硕信托GVI
1.95%2.21%$1,784.8万16.6万股$1,798.8万16.9万股-3,615股-2.13%减仓
IiShares安硕·RUSSELLIWM
1.88%1.81%$1,724.4万5.7万股$1,474.9万5.9万股-2,079股-3.50%减仓
IiShares安硕·S&PIVE
1.85%1.94%$1,692.4万7.5万股$1,581.1万7.5万股-347股-0.46%减仓
IiShares安硕·S&P SMALL-CAP 600 GROWTH ETFIJT
1.73%1.69%$1,583.3万8.9万股$1,373.6万9.5万股-6,270股-6.61%减仓
V先锋领航·FSTEVWO
1.71%1.75%$1,566.1万26.2万股$1,424.5万26.4万股-1,182股-0.45%减仓
IiShares安硕信托TIP
1.7%1.9%$1,558.5万14.2万股$1,547.3万14.0万股+2,209股+1.58%加仓
IiShares安硕·RUSSELL 2000 GROWTH ETFIWO
1.7%1.58%$1,557.3万4.0万股$1,282.0万4.1万股-1,323股-3.24%减仓
IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ
1.52%1.65%$1,394.6万17.0万股$1,339.7万17.1万股-1,347股-0.79%减仓
VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE
1.51%1.63%$1,380.9万7.0万股$1,322.7万7.2万股-1,889股-2.63%减仓
V先锋领航白厅基金VYMI
1.39%1.58%$1,275.9万13.0万股$1,287.2万13.7万股-6,650股-4.87%减仓
NNYLI MACKAY DEFINEDTERM MUNI COMMMIN
1.39%1.46%$1,270.7万52.5万股$1,190.0万50.2万股+2.3万股+4.57%加仓
IiShares安硕信托EFV
1.32%1.47%$1,210.3万15.8万股$1,198.2万16.1万股-3,042股-1.89%减仓
DDimensional维度·USDFUV
1.31%1.32%$1,202.8万21.9万股$1,073.2万22.1万股-2,815股-1.27%减仓
V先锋领航指数基金VOT
1.22%1.17%$1,119.4万3.7万股$950.4万3.7万股-381股-1.03%减仓
IiShares安硕·RUSSELL 2000 VALUE ETFIWN
1.19%1.24%$1,094.2万4.9万股$1,009.5万5.3万股-3,779股-7.10%减仓
IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS
1.15%1.19%$1,052.2万7.7万股$970.1万8.2万股-4,916股-6.00%减仓
S嘉信·USSCHX
1.13%1.12%$1,037.6万35.3万股$908.4万35.4万股-1,704股-0.48%减仓
V先锋领航白厅基金VNQ
1.09%1.17%$999.0万10.7万股$951.4万10.8万股-572股-0.53%减仓
V先锋领航国际股票指数基金VSS
1.08%1.17%$991.4万6.4万股$953.5万6.5万股-1,143股-1.75%减仓
I景顺·RAFI DEVELOPED MARKETS EX-U.S. ETFPXF
1.05%1.11%$960.6万12.7万股$901.5万12.9万股-1,978股-1.53%减仓
V先锋领航市政债券基金VTEB
0.97%1.09%$886.5万17.5万股$884.9万17.7万股-2,102股-1.19%减仓
V先锋领航·SMALLVBR
0.95%0.99%$874.8万3.6万股$807.9万3.7万股-1,186股-3.19%减仓
IiShares安硕信托EEM
0.87%0.82%$796.8万11.6万股$668.6万11.8万股-1,250股-1.06%减仓
V先锋领航·TOTALBND
0.82%0.84%$749.3万10.2万股$682.9万9.3万股+9,328股+10.06%加仓
V先锋领航指数基金VB
0.68%0.71%$622.6万2.1万股$580.4万2.2万股-1,623股-7.32%减仓
SSTATE STREET SPDR S&P INTERNATIONAL SMALL CAP ETFGWX
0.6%0.65%$546.5万12.5万股$530.6万12.6万股-741股-0.59%减仓
DDimensional维度·U.S. TARGETED VALUE ETFDFAT
0.58%0.58%$528.2万7.6万股$473.8万7.6万股-310股-0.41%减仓
S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG
0.56%0.55%$513.8万15.2万股$445.8万15.3万股-1,188股-0.78%减仓
S道富MDYV
0.54%0.55%$499.3万5.3万股$448.3万5.3万股00.00%持仓不变
V先锋领航指数基金VBK
0.54%0.52%$498.2万1.4万股$419.2万1.4万股-244股-1.76%减仓
IiShares安硕信托IVW
0.51%0.47%$463.8万3.4万股$384.2万3.4万股-237股-0.70%减仓
DDimensional维度ETF信托DFIV
0.42%0.3%$388.2万7.2万股$245.7万4.7万股+2.5万股+54.39%加仓
V先锋领航·FTSEVEA
0.4%0.4%$370.4万5.2万股$328.3万5.1万股+744股+1.45%加仓
S嘉信·U.S. BROAD MARKET ETFSCHB
0.38%0.37%$344.3万11.9万股$298.4万11.9万股+6股+0.01%加仓
IiShares安硕·ESG AWARE US AGGREGATE BOND ETFEAGG
0.35%0.39%$323.1万6.8万股$320.1万6.7万股+837股+1.24%加仓
IiShares安硕·ESGEFA
0.31%0.33%$287.4万2.8万股$266.1万2.8万股+122股+0.44%加仓
DDimensional维度ETF信托DFEM
0.31%0.22%$284.9万7.0万股$181.8万5.3万股+1.7万股+33.22%加仓

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