RATIONAL ADVISORS, INC.
San Juan PR · SEC CIK 0001143565
$10.90亿2026Q2 申报市值
195持仓数
47.7%前十大占比 · 第一大 6.7%
26 / 13新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
LQD 新建仓+$2,456.04万
SPIB 新建仓+$1,990.80万
USIG 新建仓+$1,444.98万
IGIB 新建仓+$1,441.76万
IVV 加仓+$1,280.30万
2026Q2 卖出最多 按季末市值估算
NTSX 减仓-$3,315.85万
IEFA 减仓-$1,394.87万
QQQM 减仓-$1,089.96万
WELLS FARGO & CO 减仓-$948.74万
ON 减仓-$872.42万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| XLU | SELECT SECTOR SPDR TR | $4,106.35万 | 3.77% | 905,679 | -17,484 | -1.9% | -$79.27万 | 减仓 |
| NTSX | WISDOMTREE TR | $4,340.42万 | 3.98% | 735,041 | -561,532 | -43.3% | -$3,315.85万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $4,589.90万 | 4.21% | 151,497 | -35,976 | -19.2% | -$1,089.96万 | 减仓 |
| MLPX | GLOBAL X FDS | $4,918.34万 | 4.51% | 667,709 | -5,490 | -0.8% | -$40.44万 | 减仓 |
| IVV | ISHARES TR | $5,231.97万 | 4.80% | 69,863 | 17,096 | 32.4% | $1,280.30万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $7,267.82万 | 6.67% | 3,142,160 | 65,898 | 2.1% | $152.42万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $7,270.11万 | 6.67% | 990,343 | 21,733 | 2.2% | $159.54万 | 加仓 |
| AGG | ISHARES TR | $7,275.44万 | 6.67% | 735,041 | 16,394 | 2.3% | $162.27万 | 加仓 |