Retirement Income Solutions, Inc 13F 持仓 · 2026年Q2
Retirement Income Solutions 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 172 只证券，申报市值合计 5.81 亿美元。前几大持仓：SPYM（24.38%）、SPY（7.80%）、SPMD（7.28%）。本季前 25 大持仓中：增持 1 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | $141.6M | 24.38% | 1.8M | 减持 |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | $45.3M | 7.80% | 69,678 | 减持 |
| 3 | SPMD | SPDR SERIES TRUST | $42.3M | 7.28% | 714,469 | 减持 |
| 4 | JPST | J P MORGAN EXCHANGE TRADED F | $36.4M | 6.26% | 718,740 | 减持 |
| 5 | IVV | ISHARES TR | $35.8M | 6.17% | 54,870 | 减持 |
| 6 | MINT | PIMCO ETF TR | $34.9M | 6.01% | 346,949 | 减持 |
| 7 | IWF | ISHARES TR | $18.0M | 3.10% | 42,222 | 增持 |
| 8 | IJH | ISHARES TR | $15.6M | 2.69% | 230,999 | 减持 |
| 9 | GLDM | WORLD GOLD TR | $12.0M | 2.07% | 129,822 | 持平 |
| 10 | SPYX | SPDR SERIES TRUST | $8.7M | 1.50% | 164,718 | 减持 |
| 11 | ESGU | ISHARES TR | $7.7M | 1.33% | 54,534 | 持平 |
| 12 | QQQ | INVESCO QQQ TR | $7.7M | 1.32% | 13,302 | 持平 |
| 13 | RSP | INVESCO EXCHANGE TRADED FD T | $7.1M | 1.22% | 36,798 | 持平 |
| 14 | JMUB | J P MORGAN EXCHANGE TRADED F | $7.0M | 1.20% | 139,531 | 减持 |
| 15 | IWD | ISHARES TR | $6.9M | 1.19% | 32,403 | 持平 |
| 16 | MDY | STATE STR SPDR S&P MIDCAP 40 | $6.3M | 1.08% | 10,145 | 减持 |
| 17 | IWB | ISHARES TR | $6.2M | 1.06% | 17,255 | 持平 |
| 18 | FESM | FIDELITY COVINGTON TRUST | $5.7M | 0.98% | 150,039 | 持平 |
| 19 | ACWI | ISHARES TR | $5.6M | 0.97% | 40,588 | 持平 |
| 20 | AAPL | APPLE INC | $5.1M | 0.88% | 20,218 | 持平 |
| 21 | AVDE | AMERICAN CENTY ETF TR | $4.8M | 0.83% | 56,639 | 减持 |
| 22 | DFAE | DIMENSIONAL ETF TRUST | $4.4M | 0.76% | 130,010 | 持平 |
| 23 | VO | VANGUARD INDEX FDS | $4.0M | 0.69% | 13,985 | 持平 |
| 24 | EFA | ISHARES TR | $3.2M | 0.56% | 33,414 | 持平 |
| 25 | SPYG | SPDR SERIES TRUST | $3.3M | 0.56% | 33,419 | 减持 |
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