RETIREMENT CAPITAL STRATEGIES
SAN JOSE CA · SEC CIK 0001672681
$2.65亿2026Q1 申报市值
62持仓数
61.3%前十大占比 · 第一大 11.4%
2 / 10新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
JPST 重新持有+$1,003.00万
USFR 加仓+$307.87万
GSY 重新持有+$269.39万
GSST 加仓+$244.77万
ICSH 重新持有+$99.71万
2026Q1 卖出最多 按季末市值估算
MBB 清仓-$581.34万
SPMB 清仓-$562.20万
SLV 减仓-$496.93万
IEI 清仓-$422.54万
GLD 减仓-$403.33万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| VT | VANGUARD INTL EQUITY INDEX F | $3,014.49万 | 11.39% | 217,936 | 3,581 | 1.7% | $49.53万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $2,809.32万 | 10.62% | 87,570 | 2,917 | 3.4% | $93.58万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $1,970.03万 | 7.45% | 255,252 | 12,184 | 5.0% | $94.04万 | 加仓 |
| AGG | ISHARES TR | $1,923.71万 | 7.27% | 193,786 | 7,889 | 4.2% | $78.31万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,415.06万 | 5.35% | 23,681 | -306 | -1.3% | -$18.29万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,127.34万 | 4.26% | 222,751 | 198,182 | 806.6% | $1,003.00万 | 重新持有 |
| SPTM | SPDR SERIES TRUST | $1,052.13万 | 3.98% | 133,080 | -1,612 | -1.2% | -$12.74万 | 减仓 |
| EFIV | SPDR SERIES TRUST | $991.13万 | 3.75% | 157,122 | -1,737 | -1.1% | -$10.96万 | 减仓 |
| IUSB | ISHARES TR | $986.75万 | 3.73% | 213,628 | 11,966 | 5.9% | $55.27万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $919.30万 | 3.47% | 124,837 | 2,893 | 2.4% | $21.30万 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $861.02万 | 3.25% | 171,792 | 53,750 | 45.5% | $269.39万 | 重新持有 |
| GBIL | GOLDMAN SACHS ETF TR | $717.38万 | 2.71% | 71,602 | 7,896 | 12.4% | $79.11万 | 加仓 |
| BILS | SPDR SERIES TRUST | $703.69万 | 2.66% | 70,766 | 7,661 | 12.1% | $76.18万 | 加仓 |
| AAPL | APPLE INC | $691.55万 | 2.61% | 27,249 | -160 | -0.6% | -$4.06万 | 减仓 |
| USFR | WISDOMTREE TR | $565.81万 | 2.14% | 112,397 | 61,159 | 119.4% | $307.87万 | 加仓 |
| MMM | 3M CO | $464.47万 | 1.76% | 31,982 | -254 | -0.8% | -$3.69万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $394.81万 | 1.49% | 32,156 | 4 | 0.0% | $491 | 加仓 |
| ESGV | VANGUARD WORLD FD | $362.63万 | 1.37% | 32,300 | -490 | -1.5% | -$5.50万 | 减仓 |
| ICSH | ISHARES TR | $341.30万 | 1.29% | 67,423 | 19,697 | 41.3% | $99.71万 | 重新持有 |
| EUSB | ISHARES TR | $310.57万 | 1.17% | 71,395 | 1,871 | 2.7% | $8.14万 | 加仓 |
| XBIL | RBB FD INC | $309.23万 | 1.17% | 61,809 | -4,645 | -7.0% | -$23.24万 | 减仓 |
| EAGG | ISHARES TR | $308.72万 | 1.17% | 64,926 | 1,678 | 2.7% | $7.98万 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $302.06万 | 1.14% | 10,041 | 0 | 0.0% | — | 不变 |
| GSST | GOLDMAN SACHS ETF TR | $285.62万 | 1.08% | 56,502 | 48,422 | 599.3% | $244.77万 | 加仓 |
| NUBD | NUSHARES ETF TR | $277.90万 | 1.05% | 125,122 | 3,617 | 3.0% | $8.03万 | 加仓 |
| GLD | SPDR GOLD TR | $244.46万 | 0.92% | 5,681 | -9,373 | -62.3% | -$403.33万 | 减仓 |
| MSFT | MICROSOFT CORP | $235.76万 | 0.89% | 6,369 | 28 | 0.4% | $1.04万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $229.80万 | 0.87% | 13,176 | 41 | 0.3% | $7,151 | 加仓 |
| SNPE | DBX ETF TR | $228.64万 | 0.86% | 38,395 | -340 | -0.9% | -$2.02万 | 减仓 |
| TFLO | ISHARES TR | $216.15万 | 0.82% | 42,693 | 15,914 | 59.4% | $80.57万 | 加仓 |
| SHV | RBB FD INC | $184.12万 | 0.70% | 16,679 | 8,030 | 92.8% | $88.64万 | 加仓 |
| SLV | ISHARES SILVER TR | $152.18万 | 0.58% | 22,333 | -72,928 | -76.6% | -$496.93万 | 减仓 |
| TBIL | RBB FD INC | $145.04万 | 0.55% | 29,090 | -9,043 | -23.7% | -$45.09万 | 减仓 |
| ETN | EATON CORP PLC | $142.92万 | 0.54% | 3,996 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES TR | $134.79万 | 0.51% | 13,391 | -596 | -4.3% | -$6.00万 | 减仓 |
| TSLA | TESLA INC | $117.55万 | 0.44% | 3,162 | 0 | 0.0% | — | 不变 |
| BIL | SPDR SERIES TRUST | $110.21万 | 0.42% | 12,026 | -655 | -5.2% | -$6.00万 | 减仓 |
| CSCO | CISCO SYS INC | $110.18万 | 0.42% | 14,200 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES TR | $102.40万 | 0.39% | 7,241 | -226 | -3.0% | -$3.20万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $92.64万 | 0.35% | 1,502 | 0 | 0.0% | — | 不变 |
| XVV | ISHARES TR | $75.71万 | 0.29% | 15,381 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $62.84万 | 0.24% | 720 | 1 | 0.1% | $873 | 加仓 |
| OBIL | RBB FD INC | $60.67万 | 0.23% | 12,115 | -9,767 | -44.6% | -$48.91万 | 减仓 |
| INTC | INTEL CORP | $57.33万 | 0.22% | 12,991 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $56.50万 | 0.21% | 1,991 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $53.82万 | 0.20% | 824 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $50.29万 | 0.19% | 6,091 | 0 | 0.0% | — | 不变 |
| SPTS | SPDR SERIES TRUST | $50.27万 | 0.19% | 17,229 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SCOTTSDALE FDS | $50.24万 | 0.19% | 8,583 | 0 | 0.0% | — | 不变 |
| SCHO | SCHWAB STRATEGIC TR | $50.23万 | 0.19% | 20,695 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP | $44.58万 | 0.17% | 6,827 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $42.07万 | 0.16% | 2,954 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES TR | $35.52万 | 0.13% | 19,421 | -941 | -4.6% | -$1.72万 | 减仓 |
| MGC | VANGUARD WORLD FD | $30.18万 | 0.11% | 1,277 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $27.64万 | 0.10% | 7,114 | 0 | 0.0% | — | 不变 |
| IHAK | ISHARES TR | $26.26万 | 0.10% | 6,015 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $23.76万 | 0.09% | 907 | 0 | 0.0% | — | 不变 |
| TAN | INVESCO EXCH TRADED FD TR II | $23.38万 | 0.09% | 4,196 | 4,196 | — | $23.38万 | 新建仓 |
| GOOG | ALPHABET INC | $22.03万 | 0.08% | 768 | 0 | 0.0% | — | 不变 |
| SUSL | ISHARES TR | $21.71万 | 0.08% | 1,911 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $21.58万 | 0.08% | 1,036 | 24 | 2.4% | $4,998 | 加仓 |
| GOOGL | ALPHABET INC | $20.24万 | 0.08% | 704 | 704 | — | $20.24万 | 新建仓 |
| MBB | ISHARES TR | $0 | 0.00% | 0 | -61,052 | -100.0% | -$581.34万 | 清仓 |
| SPMB | SPDR SERIES TRUST | $0 | 0.00% | 0 | -250,812 | -100.0% | -$562.20万 | 清仓 |
| IEI | ISHARES TR | $0 | 0.00% | 0 | -35,404 | -100.0% | -$422.54万 | 清仓 |
| IEF | ISHARES TR | $0 | 0.00% | 0 | -36,922 | -100.0% | -$355.05万 | 清仓 |
| — | NUSHARES ETF TR | $0 | 0.00% | 0 | -52,448 | -100.0% | -$113.26万 | 清仓 |
| EMB | ISHARES TR | $0 | 0.00% | 0 | -10,839 | -100.0% | -$104.36万 | 清仓 |
| ARTY | ISHARES TR | $0 | 0.00% | 0 | -19,561 | -100.0% | -$94.24万 | 清仓 |
| AIPO | TIDAL TRUST II | $0 | 0.00% | 0 | -41,460 | -100.0% | -$91.79万 | 清仓 |
| SUSC | ISHARES TR | $0 | 0.00% | 0 | -35,429 | -100.0% | -$82.85万 | 清仓 |
| WIP | SPDR SERIES TRUST | $0 | 0.00% | 0 | -6,828 | -100.0% | -$26.90万 | 清仓 |
| XLV | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |