RETIREMENT INCOME SOLUTIONS, INC
ANN ARBOR MI · SEC CIK 0001730386
$5.79亿2026Q2 申报市值
172持仓数
67.5%前十大占比 · 第一大 24.5%
0 / 1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
MCD 加仓+$13.99万
EXXON MOBIL CORP 加仓+$11.81万
WMT 加仓+$5.59万
MRK 加仓+$2.92万
SPYV 加仓+$1.75万
2026Q2 卖出最多 按季末市值估算
IWF 减仓-$5,361.30万
VO 减仓-$1,204.86万
MGK 减仓-$253.24万
VUG 减仓-$237.79万
AMZN 减仓-$166.62万
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 |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | $1.42亿 | 24.46% | 1,849,918 | -9,564 | -0.5% | -$73.20万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $4,531.41万 | 7.83% | 69,678 | -102 | -0.1% | -$6.63万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $4,231.09万 | 7.31% | 714,469 | -2,719 | -0.4% | -$16.10万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $3,637.54万 | 6.28% | 718,740 | -719 | -0.1% | -$3.64万 | 减仓 |
| IVV | ISHARES TR | $3,584.17万 | 6.19% | 54,870 | -200 | -0.4% | -$13.06万 | 减仓 |
| MINT | PIMCO ETF TR | $3,489.27万 | 6.03% | 346,949 | -457 | -0.1% | -$4.60万 | 减仓 |
| IWF | ISHARES TR | $1,800.35万 | 3.11% | 42,222 | -125,734 | -74.9% | -$5,361.30万 | 减仓 |
| IJH | ISHARES TR | $1,559.93万 | 2.69% | 230,999 | -3,435 | -1.5% | -$23.20万 | 减仓 |
| GLDM | WORLD GOLD TR | $1,203.32万 | 2.08% | 129,822 | 0 | 0.0% | — | 不变 |
| SPYX | SPDR SERIES TRUST | $873.50万 | 1.51% | 164,718 | -4,732 | -2.8% | -$25.09万 | 减仓 |
| ESGU | ISHARES TR | $771.22万 | 1.33% | 54,534 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $767.76万 | 1.33% | 13,302 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $706.23万 | 1.22% | 36,798 | 0 | 0.0% | — | 不变 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $697.52万 | 1.20% | 139,531 | -1,955 | -1.4% | -$9.77万 | 减仓 |
| IWD | ISHARES TR | $692.35万 | 1.20% | 32,403 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $625.70万 | 1.08% | 10,145 | -83 | -0.8% | -$5.12万 | 减仓 |
| IWB | ISHARES TR | $615.24万 | 1.06% | 17,255 | 0 | 0.0% | — | 不变 |
| FESM | FIDELITY COVINGTON TRUST | $570.15万 | 0.98% | 150,039 | 0 | 0.0% | — | 不变 |
| ACWI | ISHARES TR | $561.62万 | 0.97% | 40,588 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $513.12万 | 0.89% | 20,218 | 0 | 0.0% | — | 不变 |
| AVDE | AMERICAN CENTY ETF TR | $480.53万 | 0.83% | 56,639 | -1,110 | -1.9% | -$9.42万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $440.21万 | 0.76% | 130,010 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $401.62万 | 0.69% | 13,985 | -41,955 | -75.0% | -$1,204.86万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $327.21万 | 0.57% | 33,419 | -384 | -1.1% | -$3.76万 | 减仓 |
| EFA | ISHARES TR | $324.55万 | 0.56% | 33,414 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $311.10万 | 0.54% | 6,492 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $308.04万 | 0.53% | 23,178 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $297.30万 | 0.51% | 26,284 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $277.98万 | 0.48% | 4,652 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $246.84万 | 0.43% | 8,584 | 0 | 0.0% | — | 不变 |
| SPYV | SPDR SERIES TRUST | $239.58万 | 0.41% | 42,343 | 309 | 0.7% | $1.75万 | 加仓 |
| MSFT | MICROSOFT CORP | $234.54万 | 0.41% | 6,336 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $230.28万 | 0.40% | 23,684 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $225.59万 | 0.39% | 7,032 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $208.60万 | 0.36% | 9,879 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $195.87万 | 0.34% | 6,828 | 0 | 0.0% | — | 不变 |
| POCT | INNOVATOR ETFS TRUST | $194.84万 | 0.34% | 45,195 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $183.05万 | 0.32% | 62,838 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $176.38万 | 0.30% | 8,469 | -8,000 | -48.6% | -$166.62万 | 减仓 |
| LLY | ELI LILLY & CO | $173.28万 | 0.30% | 1,884 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $172.15万 | 0.30% | 9,871 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $160.30万 | 0.28% | 4,181 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $159.12万 | 0.27% | 3,698 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $157.15万 | 0.27% | 20,926 | 0 | 0.0% | — | 不变 |
| PNOV | INNOVATOR ETFS TRUST | $155.27万 | 0.27% | 38,000 | -1,639 | -4.1% | -$6.70万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $154.69万 | 0.27% | 25,251 | 0 | 0.0% | — | 不变 |
| JBND | J P MORGAN EXCHANGE TRADED F | $152.55万 | 0.26% | 28,371 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $126.11万 | 0.22% | 22,207 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $120.11万 | 0.21% | 4,083 | 0 | 0.0% | — | 不变 |
| PDEC | INNOVATOR ETFS TRUST | $119.25万 | 0.21% | 28,059 | -1,649 | -5.6% | -$7.01万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $112.42万 | 0.19% | 5,730 | 0 | 0.0% | — | 不变 |
| PHO | INVESCO EXCHANGE TRADED FD T | $108.27万 | 0.19% | 16,193 | 0 | 0.0% | — | 不变 |
| XME | SPDR SERIES TRUST | $101.13万 | 0.17% | 9,363 | 0 | 0.0% | — | 不变 |
| CWI | SPDR INDEX SHS FDS | $97.19万 | 0.17% | 26,562 | -2,561 | -8.8% | -$9.37万 | 减仓 |
| EFIV | SPDR SERIES TRUST | $95.49万 | 0.16% | 15,138 | 0 | 0.0% | — | 不变 |
| BKLC | BNY MELLON ETF TRUST | $93.11万 | 0.16% | 7,460 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $89.20万 | 0.15% | 4,175 | 0 | 0.0% | — | 不变 |
| PJAN | INNOVATOR ETFS TRUST | $88.45万 | 0.15% | 19,175 | 0 | 0.0% | — | 不变 |
| VONE | VANGUARD SCOTTSDALE FDS | $84.70万 | 0.15% | 2,870 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $81.08万 | 0.14% | 10,661 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $75.12万 | 0.13% | 3,073 | -212 | -6.5% | -$5.18万 | 减仓 |
| MRK | MERCK & CO INC | $74.13万 | 0.13% | 6,163 | 243 | 4.1% | $2.92万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $72.96万 | 0.13% | 28,455 | 0 | 0.0% | — | 不变 |
| URTH | ISHARES INC | $71.74万 | 0.12% | 3,985 | 0 | 0.0% | — | 不变 |
| DBEF | DBX ETF TR | $70.88万 | 0.12% | 14,349 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $65.76万 | 0.11% | 2,472 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $65.27万 | 0.11% | 4,519 | -410 | -8.3% | -$5.92万 | 减仓 |
| BJUN | INNOVATOR ETFS TRUST | $65.23万 | 0.11% | 14,103 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $63.31万 | 0.11% | 1,723 | -6,892 | -80.0% | -$253.24万 | 减仓 |
| IAU | ISHARES GOLD TR | $63.29万 | 0.11% | 7,179 | 0 | 0.0% | — | 不变 |
| VBIL | VANGUARD INSTL INDEX FD | $63.12万 | 0.11% | 8,344 | 0 | 0.0% | — | 不变 |
| SPAB | SPDR SERIES TRUST | $62.68万 | 0.11% | 24,467 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $62.10万 | 0.11% | 3,660 | 696 | 23.5% | $11.81万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $62.07万 | 0.11% | 2,612 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $62.04万 | 0.11% | 4,000 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $61.18万 | 0.11% | 2,524 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $60.54万 | 0.10% | 4,725 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $60.30万 | 0.10% | 2,343 | 0 | 0.0% | — | 不变 |
| IEI | ISHARES TR | $60.14万 | 0.10% | 5,071 | 0 | 0.0% | — | 不变 |
| EAGG | ISHARES TR | $56.75万 | 0.10% | 11,934 | 0 | 0.0% | — | 不变 |
| EDIV | SPDR INDEX SHS FDS | $55.94万 | 0.10% | 14,169 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $55.75万 | 0.10% | 6,752 | 0 | 0.0% | — | 不变 |
| PJUL | INNOVATOR ETFS TRUST | $55.22万 | 0.10% | 12,013 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $54.60万 | 0.09% | 11,639 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $54.06万 | 0.09% | 8,436 | 0 | 0.0% | — | 不变 |
| PAPR | INNOVATOR ETFS TRUST | $53.91万 | 0.09% | 13,545 | 0 | 0.0% | — | 不变 |
| DSI | ISHARES TR | $53.23万 | 0.09% | 4,392 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $53.02万 | 0.09% | 1,713 | 0 | 0.0% | — | 不变 |
| EFAX | SPDR INDEX SHS FDS | $52.38万 | 0.09% | 10,525 | 0 | 0.0% | — | 不变 |
| VLY | VALLEY NATL BANCORP | $52.11万 | 0.09% | 42,438 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $52.10万 | 0.09% | 3,518 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES INC | $51.92万 | 0.09% | 6,600 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $51.15万 | 0.09% | 1,430 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $50.69万 | 0.09% | 3,478 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $50.11万 | 0.09% | 18,821 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $49.68万 | 0.09% | 10,062 | 0 | 0.0% | — | 不变 |
| FBND | FIDELITY MERRIMACK STR TR | $48.92万 | 0.08% | 10,723 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $47.56万 | 0.08% | 5,521 | -27,605 | -83.3% | -$237.79万 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $46.66万 | 0.08% | 6,502 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $46.62万 | 0.08% | 1,500 | 450 | 42.9% | $13.99万 | 加仓 |