13FBOX
RETIREMENT FINANCIAL SOLUTIONS, LLC · 13F 持仓分析
期权收益计算器 机构排行

RETIREMENT FINANCIAL SOLUTIONS, LLC

No.4828 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$4.07亿
环比变动 Q1 2026
+$5,698.8万+16.3%
持仓股票数
53
新买入
4
加仓
40
减仓
7
清仓
4
持股不变
2
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
A美国世纪ETF信托AVUS
11.12%10.68%$4,523.2万35.3万股$3,735.4万33.6万股+1.7万股+5.11%加仓
A美国世纪ETF信托AVSC
7.07%6.71%$2,874.1万39.2万股$2,347.8万37.7万股+1.5万股+3.99%加仓
AAvantis·U SAVUV
6.87%6.78%$2,794.2万22.4万股$2,370.5万21.5万股+9,386股+4.37%加仓
S道富SPYM
6.11%6.02%$2,484.6万28.3万股$2,107.2万27.5万股+7,420股+2.70%加仓
A美国世纪ETF信托AVEM
5.89%3.33%$2,397.7万24.8万股$1,165.0万14.5万股+10.4万股+71.87%加仓
I景顺交易所交易基金IIIDHQ
5.29%4.72%$2,150.0万47.3万股$1,650.3万45.6万股+1.7万股+3.81%加仓
V先锋领航斯科茨代尔基金VGLT
4.98%5.04%$2,025.2万36.7万股$1,762.6万31.8万股+4.9万股+15.26%加仓
V先锋领航·FSTEVWO
4.62%4.64%$1,879.5万31.5万股$1,622.1万30.0万股+1.5万股+4.92%加仓
S嘉信策略信托SCHD
3.67%4.13%$1,492.7万47.1万股$1,443.4万47.0万股+254股+0.05%加仓
VVANGUARD EXTENDED DURATION TREASURY INDEX FUND ETF SHARESEDV
3.53%1.26%$1,435.2万22.1万股$441.3万6.8万股+15.3万股+224.58%加仓
FFUNDSTRAT GRANNYGRNY
3.42%3.22%$1,391.1万50.3万股$1,127.3万47.2万股+3.1万股+6.53%加仓
VVANGUARD MEGA CAP INDEX FUND ETF SHARESMGC
3.39%3.19%$1,379.5万5.0万股$1,116.5万4.7万股+3,175股+6.72%加仓
S道富SPMD
3.36%3.27%$1,365.1万20.2万股$1,142.7万19.3万股+9,097股+4.71%加仓
SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA
3.33%3.19%$1,355.3万2.6万股$1,116.6万2.4万股+1,839股+7.63%加仓
I景顺交易所交易基金信托RSP
3.32%3.23%$1,350.0万6.3万股$1,130.3万5.9万股+4,553股+7.73%加仓
V先锋领航国际股票指数基金VEU
3.18%3.08%$1,295.5万15.5万股$1,077.4万14.3万股+1.1万股+7.83%加仓
VANECK AGRIBUSINESS ETFMOO
2.86%3.32%$1,163.8万14.7万股$1,161.3万13.7万股+9,517股+6.93%加仓
CENTRAL SECSCET
2.56%2.67%$1,041.3万19.5万股$933.7万18.7万股+8,437股+4.52%加仓
I景顺·NASDAQ 100 ETFQQQM
2.04%1.79%$829.5万2.7万股$625.7万2.6万股+1,048股+3.98%加仓
SSPDR道富系列信托SPYG
1.78%1.61%$723.5万6.1万股$562.0万5.7万股+3,405股+5.93%加仓
I景顺·S&PRWL
1.7%1.67%$693.5万5.4万股$583.6万5.1万股+3,496股+6.88%加仓
S道富SPYV
1.65%1.66%$669.8万11.0万股$580.3万10.3万股+7,624股+7.43%加仓
S嘉信·USSCHP
1.58%1.71%$643.0万24.3万股$599.3万22.5万股+1.7万股+7.73%加仓
V先锋领航斯科茨代尔基金VGSH
1.34%1.53%$543.3万9.3万股$534.2万9.1万股+2,113股+2.32%加仓
V先锋领航指数基金VOO
0.56%0.55%$226.2万3,294股$191.1万3,198股+96股+3.00%加仓
UUSCF ETF TRSDCI
0.47%$192.8万7.3万股$00股+7.3万股新买入
IiShares安硕·7-10YRIEF
0.37%3.41%$149.6万1.6万股$1,194.3万12.5万股-10.9万股-87.36%减仓
V先锋领航指数基金VNQ
0.36%0.42%$147.2万1.5万股$146.8万1.7万股-1,288股-7.78%减仓
V先锋领航STAR基金VXUS
0.34%0.36%$138.5万1.6万股$124.3万1.6万股+71股+0.44%加仓
IiShares安硕·GOLD TRUST MICROIAUM
0.31%0.37%$127.0万3.2万股$129.6万2.8万股+4,002股+14.42%加仓
VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE
0.26%0.28%$104.1万5,269股$99.3万5,387股-118股-2.19%减仓
GGRAYSCALE BITCOIN MINI TR ETF SHS NEWBTC
0.24%0.31%$96.3万3.7万股$106.9万3.6万股+1,459股+4.09%加仓
VVANGUARD RUSSELL 1000 INDEX FUND ETF SHARESVONE
0.21%0.21%$84.5万2,493股$73.4万2,487股+6股+0.24%加仓
V先锋领航斯科茨代尔基金VCIT
0.19%0.22%$78.9万9,548股$78.0万9,423股+125股+1.33%加仓
IIMGP DBI MANAGED FUTURES STRATEGY ETFDBMF
0.19%0.22%$76.8万2.5万股$75.8万2.5万股-32股-0.13%减仓
英伟达NVDA
0.19%0.16%$75.3万3,764股$57.2万3,278股+486股+14.83%加仓
AALPS ETF信托AMLP
0.18%0.21%$74.4万1.4万股$74.2万1.4万股+254股+1.80%加仓
GGRAYSCALE ETHEREUM MINI STAKING ETFETH
0.17%0.21%$71.0万4.7万股$73.4万3.7万股+1.0万股+27.92%加仓
G通用动力VTI
0.17%0.17%$69.0万1,864股$59.6万1,859股+5股+0.27%加仓
BBLUEROCK PVT REAL ESTATE FDBPRE
0.15%0.24%$59.0万4.5万股$82.2万5.0万股-4,148股-8.38%减仓
V先锋领航·MIDVO
0.13%0.13%$53.3万6,614股$45.4万1,583股+5,031股+317.81%加仓
V先锋领航·SMALLVBR
0.12%0.13%$49.1万2,022股$43.7万2,013股+9股+0.45%加仓
S道富SPSM
0.1%0.1%$40.3万6,984股$33.6万6,960股+24股+0.34%加仓
IINVESCO QQQ INCOME ADVANTAGE ETFQQA
0.1%0.1%$39.1万6,788股$36.3万7,277股-489股-6.72%减仓
AABRDN SILVER ETF TRUSTSIVR
0.08%0.11%$34.1万6,067股$39.4万5,503股+564股+10.25%加仓
德州仪器TXN
0.08%0.06%$31.1万1,043股$20.2万1,038股+5股+0.48%加仓
DDEFINIUM THERAPEUTICSDFTX
0.07%$28.2万6,000股$00股+6,000股新买入
WWisdomTree信托HEDJ
0.06%0.07%$25.3万4,437股$22.8万4,363股+74股+1.70%加仓
特斯拉TSLA
0.06%0.06%$24.5万582股$21.6万582股00.00%持仓不变
苹果AAPL
0.05%$21.2万732股$00股+732股新买入

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