Retirement Capital Strategies 13F 持仓 · 2026年Q2
Retirement Capital Strategies 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 68 只证券，申报市值合计 2.88 亿美元。前几大持仓：VT（11.87%）、VTI（11.16%）、BIV（6.88%）。本季前 25 大持仓中：新建仓 2 只、增持 14 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VT | VANGUARD INTL EQUITY INDEX F | $34.2M | 11.87% | 217,779 | 减持 |
| 2 | VTI | VANGUARD INDEX FDS | $32.1M | 11.16% | 86,877 | 减持 |
| 3 | BIV | VANGUARD BD INDEX FDS | $19.8M | 6.88% | 258,454 | 增持 |
| 4 | AGG | ISHARES TR | $19.5M | 6.77% | 197,004 | 增持 |
| 5 | VOO | VANGUARD INDEX FDS | $16.3M | 5.66% | 23,716 | 增持 |
| 6 | SPTM | SPDR SERIES TRUST | $12.0M | 4.18% | 132,501 | 减持 |
| 7 | EFIV | SPDR SERIES TRUST | $11.4M | 3.97% | 156,774 | 减持 |
| 8 | JPST | J P MORGAN EXCHANGE TRADED F | $11.4M | 3.97% | 226,339 | 增持 |
| 9 | IUSB | ISHARES TR | $10.1M | 3.52% | 219,869 | 增持 |
| 10 | BND | VANGUARD BD INDEX FDS | $9.1M | 3.15% | 123,684 | 减持 |
| 11 | GSY | INVESCO ACTIVELY MANAGED EXC | $8.7M | 3.03% | 173,790 | 增持 |
| 12 | AAPL | APPLE INC | $8.0M | 2.79% | 27,798 | 增持 |
| 13 | ITOT | ISHARES TR | $7.1M | 2.45% | 42,945 | 增持 |
| 14 | VV | VANGUARD INDEX FDS | $6.6M | 2.28% | 19,055 | 新建仓 |
| 15 | MGC | VANGUARD WORLD FD | $6.1M | 2.13% | 22,409 | 增持 |
| 16 | ANET | ARISTA NETWORKS INC | $5.5M | 1.90% | 32,161 | 增持 |
| 17 | MMM | 3M CO | $5.1M | 1.78% | 31,609 | 减持 |
| 18 | ESGV | VANGUARD WORLD FD | $4.3M | 1.48% | 32,329 | 增持 |
| 19 | SNPE | DBX ETF TR | $3.5M | 1.20% | 50,281 | 增持 |
| 20 | EUSB | ISHARES TR | $3.1M | 1.08% | 71,252 | 减持 |
| 21 | VOOG | VANGUARD ADMIRAL FDS INC | $3.1M | 1.08% | 37,686 | 新建仓 |
| 22 | EAGG | ISHARES TR | $3.1M | 1.07% | 64,842 | 减持 |
| 23 | GSST | GOLDMAN SACHS ETF TR | $3.0M | 1.05% | 59,751 | 增持 |
| 24 | LPLA | LPL FINL HLDGS INC | $2.8M | 0.98% | 10,041 | 持平 |
| 25 | NUBD | NUSHARES ETF TR | $2.8M | 0.96% | 125,258 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR