Retirement Wealth Solutions LLC 13F 持仓 · 2026年Q3
Retirement Wealth Solutions 在 2026年Q3（报告期截至 2026-09-30）的 SEC 13F 申报中报告了 900 只证券，申报市值合计 1.89 亿美元。前几大持仓：VOO（14.62%）、IVV（12.55%）、VEA（7.96%）。本季前 25 大持仓中：新建仓 1 只、增持 13 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $27.7M | 14.62% | 39,491 | 减持 |
| 2 | IVV | ISHARES TR | $23.7M | 12.55% | 31,007 | 增持 |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $15.1M | 7.96% | 213,390 | 减持 |
| 4 | DYNF | BLACKROCK ETF TRUST | $8.6M | 4.54% | 124,074 | 增持 |
| 5 | IVW | ISHARES TR | $7.8M | 4.13% | 54,962 | 增持 |
| 6 | BNDX | VANGUARD CHARLOTTE FDS | $6.4M | 3.40% | 137,083 | 增持 |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | $6.1M | 3.22% | 102,768 | 减持 |
| 8 | BSV | VANGUARD BD INDEX FDS | $5.9M | 3.11% | 77,099 | 减持 |
| 9 | IVE | ISHARES TR | $5.8M | 3.05% | 25,256 | 增持 |
| 10 | IUSB | ISHARES TR | $5.4M | 2.85% | 122,211 | 增持 |
| 11 | EFV | ISHARES TR | $4.4M | 2.33% | 55,643 | 增持 |
| 12 | IEMG | ISHARES INC | $4.4M | 2.32% | 54,118 | 减持 |
| 13 | VXF | VANGUARD INDEX FDS | $3.5M | 1.86% | 15,209 | 减持 |
| 14 | EFG | ISHARES TR | $3.3M | 1.76% | 27,725 | 减持 |
| 15 | BLCR | BLACKROCK ETF TRUST | $2.9M | 1.52% | 58,885 | 增持 |
| 16 | CORO | BLACKROCK ETF TRUST | $2.9M | 1.52% | 79,253 | 增持 |
| 17 | AGG | ISHARES TR | $2.7M | 1.40% | 28,035 | 增持 |
| 18 | BAI | BLACKROCK ETF TRUST | $2.6M | 1.40% | 55,989 | 减持 |
| 19 | BIV | VANGUARD BD INDEX FDS | $2.5M | 1.34% | 34,676 | 减持 |
| 20 | THRO | BLACKROCK ETF TRUST | $2.5M | 1.31% | 56,208 | 增持 |
| 21 | VMBS | VANGUARD SCOTTSDALE FDS | $2.5M | 1.30% | 55,341 | 减持 |
| 22 | BLV | VANGUARD BD INDEX FDS | $2.3M | 1.22% | 36,782 | 增持 |
| 23 | ACWX | ISHARES TR | $2.1M | 1.11% | 27,732 | 新建仓 |
| 24 | MUB | ISHARES TR | $2.1M | 1.09% | 20,388 | 增持 |
| 25 | IEFA | ISHARES TR | $1.6M | 0.86% | 16,766 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-09-30
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