RTD Financial Advisors, Inc. 13F 持仓 · 2026年Q3
RTD Financial Advisors 在 2026年Q3（报告期截至 2026-09-30）的 SEC 13F 申报中报告了 124 只证券，申报市值合计 9.14 亿美元。前几大持仓：IVV（12.82%）、IJH（5.06%）、IWF（4.92%）。本季前 25 大持仓中：新建仓 1 只、增持 7 只、减持 17 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $117.2M | 12.82% | 153,036 | 增持 |
| 2 | IJH | ISHARES TR | $46.2M | 5.06% | 642,209 | 增持 |
| 3 | IWF | ISHARES TR | $44.9M | 4.92% | 358,785 | 减持 |
| 4 | GTO | INVESCO ACTIVELY MANAGED EXC | $40.5M | 4.44% | 909,335 | 增持 |
| 5 | IWB | ISHARES TR | $38.7M | 4.24% | 93,063 | 减持 |
| 6 | IJR | ISHARES TR | $36.3M | 3.97% | 267,047 | 减持 |
| 7 | IWX | ISHARES TR | $31.7M | 3.47% | 289,542 | 增持 |
| 8 | IWP | ISHARES TR | $27.1M | 2.97% | 196,875 | 增持 |
| 9 | IWY | ISHARES TR | $25.4M | 2.78% | 86,137 | 增持 |
| 10 | IWS | ISHARES TR | $22.8M | 2.49% | 141,776 | 减持 |
| 11 | EFG | ISHARES TR | $21.5M | 2.35% | 179,564 | 减持 |
| 12 | IWD | ISHARES TR | $19.3M | 2.11% | 77,821 | 减持 |
| 13 | VO | VANGUARD INDEX FDS | $19.2M | 2.10% | 244,829 | 减持 |
| 14 | IVE | ISHARES TR | $16.9M | 1.84% | 73,850 | 减持 |
| 15 | MUB | ISHARES TR | $15.7M | 1.72% | 155,559 | 减持 |
| 16 | IWM | ISHARES TR | $15.7M | 1.71% | 56,384 | 减持 |
| 17 | VWO | VANGUARD INTL EQUITY INDEX F | $15.5M | 1.69% | 261,193 | 减持 |
| 18 | TIP | ISHARES TR | $14.9M | 1.63% | 143,239 | 增持 |
| 19 | SCZ | ISHARES TR | $14.3M | 1.56% | 169,009 | 减持 |
| 20 | IWO | ISHARES TR | $13.8M | 1.51% | 38,791 | 减持 |
| 21 | IJT | ISHARES TR | $13.7M | 1.50% | 85,494 | 减持 |
| 22 | SGOV | ISHARES TR | $13.3M | 1.45% | 131,939 | 新建仓 |
| 23 | VOE | VANGUARD INDEX FDS | $13.2M | 1.45% | 67,672 | 减持 |
| 24 | VYMI | VANGUARD WHITEHALL FDS | $12.8M | 1.40% | 126,968 | 减持 |
| 25 | EFV | ISHARES TR | $12.4M | 1.35% | 156,174 | 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