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Retirement Financial Solutions, LLC 13F 持仓 · 2026年Q2

Retirement Financial Solutions 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 53 只证券,申报市值合计 4.07 亿美元。前几大持仓:AVUS(11.12%)、AVSC(7.07%)、AVUV(6.87%)。本季前 25 大持仓中:增持 25 只。

排名代码公司市值占组合股数变动
1AVUSAMERICAN CENTY ETF TR$45.2M11.12%353,155增持
2AVSCAMERICAN CENTY ETF TR$28.7M7.07%391,883增持
3AVUVAMERICAN CENTY ETF TR$27.9M6.87%223,968增持
4SPYMSPDR SERIES TRUST$24.8M6.11%282,726增持
5AVEMAMERICAN CENTY ETF TR$24.0M5.89%248,491增持
6QQQJINVESCO EXCH TRADED FD TR II$21.5M5.29%473,142增持
7VGLTVANGUARD SCOTTSDALE FDS$20.3M4.98%367,012增持
8VWOVANGUARD INTL EQUITY INDEX F$18.8M4.62%314,873增持
9SCHDSCHWAB STRATEGIC TR$14.9M3.67%470,729增持
10EDVVANGUARD WORLD FD$14.4M3.53%220,523增持
11GRNYTIDAL TRUST I$13.9M3.42%503,102增持
12MGCVANGUARD WORLD FD$13.8M3.39%50,416增持
13SPMDSPDR SERIES TRUST$13.7M3.36%202,058增持
14DIASTATE STR SPDR DOW JONES IND$13.6M3.33%25,945增持
15RSPINVESCO EXCHANGE TRADED FD T$13.5M3.32%63,448增持
16VEUVANGUARD INTL EQUITY INDEX F$13.0M3.18%154,686增持
17MOOVANECK ETF TRUST$11.6M2.86%146,946增持
18RSPAINVESCO ACTIVELY MANAGED EXC$10.4M2.56%195,187增持
19QQQMINVESCO EXCH TRADED FD TR II$8.3M2.04%27,380增持
20SPYGSPDR SERIES TRUST$7.2M1.78%60,801增持
21RWLINVESCO EXCH TRADED FD TR II$6.9M1.70%54,283增持
22SPYVSPDR SERIES TRUST$6.7M1.65%110,181增持
23SCHPSCHWAB STRATEGIC TR$6.4M1.58%242,636增持
24VGSHVANGUARD SCOTTSDALE FDS$5.4M1.34%93,359增持
25VOOVANGUARD INDEX FDS$2.3M0.56%3,294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