13FBOX
Retirement Wealth Solutions LLC · 13F 持仓分析
期权收益计算器 机构排行

Retirement Wealth Solutions LLC

No.7487 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.81亿
环比变动 Q1 2026
+$2,286.8万+14.4%
持仓股票数
803
新买入
32
加仓
272
减仓
263
清仓
42
持股不变
236
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
V先锋领航指数基金VOO
15.08%15.58%$2,737.5万4.0万股$2,471.7万4.1万股-1,507股-3.64%减仓
IiShares安硕信托IVV
12.53%9.92%$2,273.7万3.0万股$1,573.4万2.4万股+6,273股+26.04%加仓
V先锋领航·FTSEVEA
8.42%8.94%$1,527.7万21.4万股$1,417.7万22.1万股-6,823股-3.08%减仓
B贝莱德ETF信托DYNF
4.3%3.87%$780.1万11.5万股$614.6万10.6万股+9,066股+8.58%加仓
IiShares安硕信托IVW
3.82%3.35%$693.3万5.0万股$531.5万4.7万股+3,424股+7.29%加仓
V先锋领航·TOTALBNDX
3.64%4.08%$659.8万13.6万股$647.7万13.5万股+1,434股+1.06%加仓
V先锋领航·FSTEVWO
3.43%3.69%$623.2万10.4万股$585.8万10.8万股-3,972股-3.66%减仓
V先锋领航债券指数基金BSV
3.33%3.78%$604.4万7.8万股$599.8万7.6万股+1,083股+1.42%加仓
IiShares安硕·S&PIVE
3.04%3.28%$551.0万2.4万股$519.9万2.5万股-355股-1.44%减仓
IiShares安硕IEMG
2.82%3.21%$512.0万6.2万股$508.8万7.3万股-1.1万股-15.26%减仓
IiShares安硕信托IUSB
2.52%1.99%$456.6万9.9万股$316.2万6.8万股+3.0万股+44.52%加仓
IiShares安硕信托EFG
2.2%2.06%$398.4万3.2万股$326.8万2.9万股+2,683股+9.14%加仓
V先锋领航指数基金VXF
2.08%2.07%$377.1万1.5万股$328.7万1.6万股-655股-4.10%减仓
IiShares安硕信托EFV
2.03%2.98%$368.6万4.8万股$471.9万6.3万股-1.5万股-24.14%减仓
B贝莱德ETF信托BAI
1.66%1.24%$301.2万5.7万股$196.8万6.0万股-2,601股-4.35%减仓
V先锋领航债券指数基金BIV
1.47%1.72%$266.2万3.5万股$273.4万3.5万股-713股-2.01%减仓
IiShares安硕信托AGG
1.45%1.53%$263.5万2.7万股$242.4万2.4万股+2,204股+9.03%加仓
V先锋领航斯科茨代尔基金VMBS
1.43%1.65%$259.7万5.5万股$262.1万5.6万股-343股-0.61%减仓
V先锋领航债券指数基金BLV
1.39%1.57%$252.0万3.7万股$249.3万3.6万股+317股+0.87%加仓
B贝莱德ETF信托THRO
1.07%1.35%$194.5万4.5万股$213.5万5.9万股-1.4万股-23.49%减仓
IiShares安硕信托GVI
1.02%0.94%$184.3万1.7万股$148.8万1.4万股+3,105股+22.15%加仓
B贝莱德ETF信托BLCR
0.98%0.83%$178.4万3.5万股$131.6万3.2万股+3,373股+10.53%加仓
IiShares安硕信托MTUM
0.91%0.96%$164.4万4,796股$153.0万6,373股-1,577股-24.75%减仓
IiShares安硕信托IEFA
0.9%0.93%$162.6万1.7万股$147.4万1.6万股+551股+3.38%加仓
B贝莱德ETF信托CORO
0.79%$144.2万3.9万股$00股+3.9万股新买入
IiShares安硕·MSCIQUAL
0.76%1.52%$138.5万6,313股$240.7万1.3万股-6,237股-49.70%减仓
BBlackrock Etf Trust Ishares Defense Industrials ActiveIDEF
0.75%0.75%$136.1万4.3万股$118.3万3.6万股+6,663股+18.43%加仓
IiShares安硕信托LMUB
0.75%0.59%$135.9万2.7万股$94.3万1.9万股+7,647股+40.48%加仓
IiShares安硕·U.S. TECHNOLOGY ETFIYW
0.67%0.55%$121.3万4,808股$87.2万4,808股00.00%持仓不变
伯克希尔哈撒韦BRK.B
0.65%0.72%$118.0万2,359股$113.5万2,369股-10股-0.42%减仓
IiShares安硕信托TLH
0.63%0.83%$114.9万1.1万股$132.4万1.3万股-1,691股-12.87%减仓
IiShares安硕·COREIJH
0.6%0.76%$109.8万1.4万股$120.5万1.8万股-3,600股-20.18%减仓
iShares安硕·MBSACGL
0.6%0.58%$108.9万1.2万股$92.5万9,741股+1,776股+18.23%加仓
IiShares安硕信托GJS
0.59%0.58%$107.7万4.7万股$91.7万4.0万股+7,261股+18.14%加仓
G通用动力VTI
0.56%0.56%$101.8万2,750股$88.6万2,760股-10股-0.36%减仓
IiShares安硕·RUSSELLIWB
0.51%0.5%$93.1万2,274股$79.7万2,235股+39股+1.74%加仓
微软MSFT
0.5%0.58%$90.9万2,438股$91.5万2,471股-33股-1.34%减仓
IiShares安硕信托ITA
0.49%0.41%$88.8万3,662股$65.2万2,981股+681股+22.84%加仓
B贝莱德ETF信托IALT
0.47%$85.9万3.1万股$00股+3.1万股新买入
英伟达NVDA
0.45%0.45%$82.5万4,121股$71.0万4,074股+47股+1.15%加仓
IiShares安硕·S&P 100 ETFIWO
0.42%0.43%$76.0万2,077股$68.8万2,164股-87股-4.02%减仓
苹果AAPL
0.4%0.4%$71.7万2,478股$62.8万2,474股+4股+0.16%加仓
V先锋领航·TOTALBND
0.39%0.45%$71.5万9,736股$71.3万9,681股+55股+0.57%加仓
B贝莱德·ETF TRUST IIGGOV
0.39%$71.5万1.4万股$00股+1.4万股新买入
V先锋领航STAR基金VXUS
0.34%0.35%$62.0万7,257股$56.1万7,277股-20股-0.27%减仓
亚马逊AMZN
0.33%0.33%$60.8万2,549股$53.1万2,549股00.00%持仓不变
IiShares黄金信托IAU
0.26%0.33%$46.5万6,163股$53.1万6,018股+145股+2.41%加仓
IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC
0.23%0.21%$42.3万4,137股$32.5万4,137股00.00%持仓不变
IiShares安硕信托USMV
0.22%0.14%$39.3万4,075股$21.8万2,350股+1,725股+73.40%加仓
IiShares安硕·RUSSELLIWF
0.19%0.16%$34.6万2,784股$25.7万603股+2,181股+361.69%加仓

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