RETIREMENT CAPITAL STRATEGIES
SAN JOSE CA · SEC CIK 0001672681
$2.88亿2026Q2 申报市值
68持仓数
61.1%前十大占比 · 第一大 11.9%
8 / 3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
ITOT 加仓+$656.93万
VV 新建仓+$655.34万
MGC 加仓+$578.23万
VOOG 新建仓+$311.36万
MTUM 新建仓+$178.74万
2026Q2 卖出最多 按季末市值估算
GBIL 减仓-$581.19万
BILS 减仓-$570.16万
USFR 减仓-$509.73万
ICSH 清仓-$341.30万
GLD 清仓-$244.46万
2026Q2 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 | $3,418.04万 | 11.87% | 217,779 | -157 | -0.1% | -$2.46万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $3,214.81万 | 11.16% | 86,877 | -693 | -0.8% | -$25.64万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $1,982.34万 | 6.88% | 258,454 | 3,202 | 1.3% | $24.56万 | 加仓 |
| AGG | ISHARES TR | $1,949.95万 | 6.77% | 197,004 | 3,218 | 1.7% | $31.85万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,628.84万 | 5.66% | 23,716 | 35 | 0.1% | $2.40万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $1,202.98万 | 4.18% | 132,501 | -579 | -0.4% | -$5.26万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,144.59万 | 3.97% | 226,339 | 3,588 | 1.6% | $18.14万 | 加仓 |
| EFIV | SPDR SERIES TRUST | $1,143.35万 | 3.97% | 156,774 | -348 | -0.2% | -$2.54万 | 减仓 |
| IUSB | ISHARES TR | $1,014.70万 | 3.52% | 219,869 | 6,241 | 2.9% | $28.80万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $907.97万 | 3.15% | 123,684 | -1,153 | -0.9% | -$8.46万 | 减仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $871.56万 | 3.03% | 173,790 | 1,998 | 1.2% | $10.02万 | 加仓 |
| AAPL | APPLE INC | $804.36万 | 2.79% | 27,798 | 549 | 2.0% | $15.89万 | 加仓 |
| ITOT | ISHARES TR | $705.46万 | 2.45% | 42,945 | 39,991 | 1,353.8% | $656.93万 | 加仓 |
| VV | VANGUARD INDEX FDS | $655.34万 | 2.28% | 19,055 | 19,055 | — | $655.34万 | 新建仓 |
| MGC | VANGUARD WORLD FD | $613.17万 | 2.13% | 22,409 | 21,132 | 1,654.8% | $578.23万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $546.35万 | 1.90% | 32,161 | 5 | 0.0% | $849 | 加仓 |
| MMM | 3M CO | $511.78万 | 1.78% | 31,609 | -373 | -1.2% | -$6.04万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $427.52万 | 1.48% | 32,329 | 29 | 0.1% | $3,835 | 加仓 |
| SNPE | DBX ETF TR | $346.24万 | 1.20% | 50,281 | 11,886 | 31.0% | $81.85万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $311.36万 | 1.08% | 37,686 | 37,686 | — | $311.36万 | 新建仓 |
| EUSB | ISHARES TR | $309.59万 | 1.08% | 71,252 | -143 | -0.2% | -$6,213 | 减仓 |
| EAGG | ISHARES TR | $307.42万 | 1.07% | 64,842 | -84 | -0.1% | -$3,982 | 减仓 |
| GSST | GOLDMAN SACHS ETF TR | $302.19万 | 1.05% | 59,751 | 3,249 | 5.8% | $16.43万 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $282.83万 | 0.98% | 10,041 | 0 | 0.0% | — | 不变 |
| NUBD | NUSHARES ETF TR | $277.26万 | 0.96% | 125,258 | 136 | 0.1% | $3,010 | 加仓 |
| NVDA | NVIDIA CORPORATION | $250.74万 | 0.87% | 12,531 | -645 | -4.9% | -$12.91万 | 减仓 |
| MSFT | MICROSOFT CORP | $238.92万 | 0.83% | 6,405 | 36 | 0.6% | $1.34万 | 加仓 |
| MTUM | ISHARES TR | $178.74万 | 0.62% | 5,214 | 5,214 | — | $178.74万 | 新建仓 |
| XVV | ISHARES TR | $170.97万 | 0.59% | 30,106 | 14,725 | 95.7% | $83.62万 | 加仓 |
| ETN | EATON CORP PLC | $170.28万 | 0.59% | 3,996 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $166.79万 | 0.58% | 14,200 | 0 | 0.0% | — | 不变 |
| GARP | ISHARES TR | $161.01万 | 0.56% | 19,505 | 19,505 | — | $161.01万 | 新建仓 |
| INTC | INTEL CORP | $141.42万 | 0.49% | 10,128 | -2,863 | -22.0% | -$39.98万 | 减仓 |
| SGOV | ISHARES TR | $140.01万 | 0.49% | 13,908 | 517 | 3.9% | $5.20万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $135.98万 | 0.47% | 13,576 | -58,026 | -81.0% | -$581.19万 | 减仓 |
| BILS | SPDR SERIES TRUST | $133.11万 | 0.46% | 13,394 | -57,372 | -81.1% | -$570.16万 | 减仓 |
| TSLA | TESLA INC | $132.99万 | 0.46% | 3,162 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES TR | $114.13万 | 0.40% | 6,973 | -268 | -3.7% | -$4.39万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $110.90万 | 0.39% | 12,874 | 12,874 | — | $110.90万 | 新建仓 |
| SUSL | ISHARES TR | $110.85万 | 0.38% | 8,350 | 6,439 | 336.9% | $85.48万 | 加仓 |
| BIL | SPDR SERIES TRUST | $109.50万 | 0.38% | 11,949 | -77 | -0.6% | -$7,056 | 减仓 |
| XBIL | RBB FD INC | $107.84万 | 0.37% | 21,568 | -40,241 | -65.1% | -$201.20万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $105.64万 | 0.37% | 1,502 | 0 | 0.0% | — | 不变 |
| TBIL | RBB FD INC | $99.96万 | 0.35% | 20,048 | -9,042 | -31.1% | -$45.08万 | 减仓 |
| — | NUSHARES ETF TR | $85.75万 | 0.30% | 15,839 | 15,839 | — | $85.75万 | 新建仓 |
| SHV | ISHARES TR | $84.43万 | 0.29% | 7,651 | -9,028 | -54.1% | -$99.62万 | 减仓 |
| GEV | GE VERNOVA INC | $84.23万 | 0.29% | 717 | -3 | -0.4% | -$3,524 | 减仓 |
| GE | GE AEROSPACE | $74.41万 | 0.26% | 1,991 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $61.71万 | 0.21% | 824 | 0 | 0.0% | — | 不变 |
| USFR | WISDOMTREE TR | $56.20万 | 0.20% | 11,161 | -101,236 | -90.1% | -$509.73万 | 减仓 |
| SOLV | SOLVENTUM CORP | $52.67万 | 0.18% | 6,827 | 0 | 0.0% | — | 不变 |
| OBIL | RBB FD INC | $50.02万 | 0.17% | 10,010 | -2,105 | -17.4% | -$10.52万 | 减仓 |
| SHY | ISHARES TR | $50.01万 | 0.17% | 6,091 | 0 | 0.0% | — | 不变 |
| SPTS | SPDR SERIES TRUST | $49.98万 | 0.17% | 17,229 | 0 | 0.0% | — | 不变 |
| SCHO | SCHWAB STRATEGIC TR | $49.96万 | 0.17% | 20,695 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SCOTTSDALE FDS | $49.95万 | 0.17% | 8,583 | 0 | 0.0% | — | 不变 |
| TFLO | ISHARES TR | $47.77万 | 0.17% | 9,436 | -33,257 | -77.9% | -$168.38万 | 减仓 |
| ICLN | ISHARES TR | $40.67万 | 0.14% | 19,851 | 430 | 2.2% | $8,811 | 加仓 |
| IHAK | ISHARES TR | $36.52万 | 0.13% | 6,015 | 0 | 0.0% | — | 不变 |
| NULG | NUSHARES ETF TR | $34.54万 | 0.12% | 2,951 | 2,951 | — | $34.54万 | 新建仓 |
| GOOG | ALPHABET INC | $34.20万 | 0.12% | 968 | 200 | 26.0% | $7.07万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $31.56万 | 0.11% | 7,114 | 0 | 0.0% | — | 不变 |
| USSG | DBX ETF TR | $31.10万 | 0.11% | 4,477 | 4,477 | — | $31.10万 | 新建仓 |
| GOOGL | ALPHABET INC | $29.88万 | 0.10% | 836 | 132 | 18.8% | $4.72万 | 加仓 |
| AMZN | AMAZON COM INC | $28.31万 | 0.10% | 1,188 | 152 | 14.7% | $3.62万 | 加仓 |
| VB | VANGUARD INDEX FDS | $27.49万 | 0.10% | 907 | 0 | 0.0% | — | 不变 |
| TAN | INVESCO EXCH TRADED FD TR II | $24.82万 | 0.09% | 4,196 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $20.93万 | 0.07% | 1,319 | -36 | -2.7% | -$5,712 | 重新持有 |
| ICSH | ISHARES TR | $0 | 0.00% | 0 | -67,423 | -100.0% | -$341.30万 | 清仓 |
| GLD | SPDR GOLD TR | $0 | 0.00% | 0 | -5,681 | -100.0% | -$244.46万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -22,333 | -100.0% | -$152.18万 | 清仓 |