RETIREMENT INCOME SOLUTIONS, INC
ANN ARBOR MI · SEC CIK 0001730386
$5.85亿2026Q1 申报市值
173持仓数
67.0%前十大占比 · 第一大 24.3%
12 / 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
SPYM 加仓+$470.61万
MINT 加仓+$197.21万
JBND 加仓+$104.65万
AVDE 加仓+$88.39万
SPMD 加仓+$86.27万
2026Q1 卖出最多 按季末市值估算
SPY 减仓-$39.02万
IVV 减仓-$37.23万
IWF 减仓-$30.10万
SYK 清仓-$27.91万
TMO 清仓-$23.64万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| SYK | STRYKER CORPORATION | $0 | 0.00% | 0 | -794 | -100.0% | -$27.91万 | 清仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | -408 | -100.0% | -$23.64万 | 清仓 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | -1,230 | -100.0% | -$22.66万 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -919 | -100.0% | -$22.27万 | 清仓 |
| AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | -1,000 | -100.0% | -$21.42万 | 清仓 |
| IWO | ISHARES TR | $0 | 0.00% | 0 | -635 | -100.0% | -$20.51万 | 清仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $0 | 0.00% | 0 | -460 | -100.0% | -$20.45万 | 清仓 |
| TY | TRI CONTL CORP | $0 | 0.00% | 0 | -6,213 | -100.0% | -$20.29万 | 清仓 |
| IBDU | ISHARES TR | $0 | 0.00% | 0 | -8,548 | -100.0% | -$20.01万 | 清仓 |
| IBDT | ISHARES TR | $0 | 0.00% | 0 | -7,858 | -100.0% | -$20.00万 | 清仓 |
| BTG | B2GOLD CORP | $7.92万 | 0.01% | 17,482 | 0 | 0.0% | — | 不变 |
| SLI | STANDARD LITHIUM LTD | $18.18万 | 0.03% | 53,300 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $20.03万 | 0.03% | 1,186 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $20.09万 | 0.03% | 482 | 482 | — | $20.09万 | 新建仓 |
| META | META PLATFORMS INC | $20.20万 | 0.03% | 353 | 13 | 3.8% | $7,438 | 重新持有 |
| PNC | PNC FINL SVCS GROUP INC | $20.29万 | 0.03% | 975 | -128 | -11.6% | -$2.66万 | 减仓 |
| BA | BOEING CO | $20.32万 | 0.03% | 1,021 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $20.36万 | 0.03% | 4,460 | 4,460 | — | $20.36万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $20.58万 | 0.04% | 2,415 | 2,415 | — | $20.58万 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $21.00万 | 0.04% | 3,705 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $21.02万 | 0.04% | 695 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES TR | $21.22万 | 0.04% | 1,606 | 0 | 0.0% | — | 不变 |
| FELC | FIDELITY COVINGTON TRUST | $21.49万 | 0.04% | 5,926 | 0 | 0.0% | — | 不变 |
| PBW | INVESCO EXCHANGE TRADED FD T | $21.59万 | 0.04% | 6,837 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY ETF TR | $21.74万 | 0.04% | 2,895 | -1,391 | -32.5% | -$10.44万 | 减仓 |
| NFLX | NETFLIX INC. | $22.02万 | 0.04% | 2,290 | 0 | 0.0% | — | 不变 |
| MDYG | SPDR SERIES TRUST | $22.54万 | 0.04% | 2,349 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $22.60万 | 0.04% | 4,181 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $23.05万 | 0.04% | 880 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $23.77万 | 0.04% | 422 | 422 | — | $23.77万 | 新建仓 |
| IEMG | ISHARES INC | $24.18万 | 0.04% | 3,466 | 3,466 | — | $24.18万 | 新建仓 |
| VOE | VANGUARD INDEX FDS | $24.20万 | 0.04% | 1,313 | 1,313 | — | $24.20万 | 新建仓 |
| XSW | SPDR SERIES TRUST | $24.25万 | 0.04% | 1,704 | -275 | -13.9% | -$3.91万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $24.52万 | 0.04% | 7,992 | 7,992 | — | $24.52万 | 新建仓 |
| SUSB | ISHARES TR | $24.53万 | 0.04% | 9,787 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $24.63万 | 0.04% | 3,615 | 3,615 | — | $24.63万 | 新建仓 |
| VV | VANGUARD INDEX FDS | $25.07万 | 0.04% | 839 | 0 | 0.0% | — | 不变 |
| SUSC | ISHARES TR | $25.09万 | 0.04% | 10,842 | 0 | 0.0% | — | 不变 |
| BAR | GRANITESHARES GOLD TR | $25.12万 | 0.04% | 5,446 | 5,446 | — | $25.12万 | 新建仓 |
| MMM | 3M CO | $25.33万 | 0.04% | 1,744 | -100 | -5.4% | -$1.45万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $25.36万 | 0.04% | 4,296 | -1,045 | -19.6% | -$6.17万 | 减仓 |
| XTN | SPDR SERIES TRUST | $25.83万 | 0.04% | 2,777 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $26.40万 | 0.05% | 1,597 | 140 | 9.6% | $2.31万 | 加仓 |
| CRM | SALESFORCE INC | $26.56万 | 0.05% | 1,423 | 0 | 0.0% | — | 不变 |
| BJUL | INNOVATOR ETFS TRUST | $26.67万 | 0.05% | 5,368 | 0 | 0.0% | — | 不变 |
| BBIO | BRIDGEBIO PHARMA INC | $26.73万 | 0.05% | 3,599 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $27.28万 | 0.05% | 9,380 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $27.51万 | 0.05% | 1,426 | -82 | -5.4% | -$1.58万 | 减仓 |
| WMT | WALMART INC | $27.71万 | 0.05% | 2,230 | 0 | 0.0% | — | 不变 |
| IEF | ISHARES TR | $27.76万 | 0.05% | 2,909 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $27.77万 | 0.05% | 747 | 0 | 0.0% | — | 不变 |
| BNOV | INNOVATOR ETFS TRUST | $27.79万 | 0.05% | 6,459 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $29.01万 | 0.05% | 1,334 | 145 | 12.2% | $3.15万 | 加仓 |
| HD | HOME DEPOT INC | $29.50万 | 0.05% | 897 | -11 | -1.2% | -$3,618 | 减仓 |
| CINF | CINCINNATI FINL CORP | $30.68万 | 0.05% | 1,950 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $31.10万 | 0.05% | 1,446 | 0 | 0.0% | — | 不变 |
| PMAY | INNOVATOR ETFS TRUST | $31.30万 | 0.05% | 7,838 | 0 | 0.0% | — | 不变 |
| SPTS | SPDR SERIES TRUST | $32.62万 | 0.06% | 11,180 | 71 | 0.6% | $2,072 | 加仓 |
| MCD | MCDONALDS CORP | $32.63万 | 0.06% | 1,050 | 188 | 21.8% | $5.84万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $33.03万 | 0.06% | 6,632 | 49 | 0.7% | $2,441 | 加仓 |
| VXF | VANGUARD INDEX FDS | $33.05万 | 0.06% | 1,606 | 0 | 0.0% | — | 不变 |
| — | CF BANKSHARES INC | $33.05万 | 0.06% | 11,843 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $33.33万 | 0.06% | 1,758 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $33.89万 | 0.06% | 3,649 | 3,649 | — | $33.89万 | 新建仓 |
| EQAL | INVESCO EXCH TRADED FD TR II | $34.01万 | 0.06% | 6,172 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $34.08万 | 0.06% | 1,374 | -265 | -16.2% | -$6.57万 | 减仓 |
| V | VISA INC | $34.21万 | 0.06% | 1,132 | 20 | 1.8% | $6,045 | 加仓 |
| IRM | IRON MTN INC DEL | $34.22万 | 0.06% | 3,350 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES INC | $34.68万 | 0.06% | 7,628 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $35.45万 | 0.06% | 3,673 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $35.84万 | 0.06% | 3,719 | 0 | 0.0% | — | 不变 |
| BJAN | INNOVATOR ETFS TRUST | $36.04万 | 0.06% | 6,757 | 0 | 0.0% | — | 不变 |
| DTE | DTE ENERGY CO | $36.15万 | 0.06% | 2,472 | 37 | 1.5% | $5,411 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $36.57万 | 0.06% | 9,410 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $37.51万 | 0.06% | 5,094 | 5,094 | — | $37.51万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $38.66万 | 0.07% | 388 | 10 | 2.6% | $9,964 | 加仓 |
| PSEP | INNOVATOR ETFS TRUST | $39.42万 | 0.07% | 9,154 | 0 | 0.0% | — | 不变 |
| PAUG | INNOVATOR ETFS TRUST | $40.29万 | 0.07% | 9,432 | 0 | 0.0% | — | 不变 |
| MGV | VANGUARD WORLD FD | $41.53万 | 0.07% | 2,865 | 0 | 0.0% | — | 不变 |
| GDX | VANECK ETF TRUST | $43.45万 | 0.07% | 4,735 | 1,009 | 27.1% | $9.26万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $46.51万 | 0.08% | 13,691 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $46.52万 | 0.08% | 3,180 | -257 | -7.5% | -$3.76万 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $46.66万 | 0.08% | 6,502 | 0 | 0.0% | — | 不变 |
| FBND | FIDELITY MERRIMACK STR TR | $48.92万 | 0.08% | 10,723 | 10,723 | — | $48.92万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $49.68万 | 0.08% | 10,062 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $50.11万 | 0.09% | 18,821 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $50.29万 | 0.09% | 2,964 | -169 | -5.4% | -$2.87万 | 减仓 |
| IWS | ISHARES TR | $50.69万 | 0.09% | 3,478 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $51.15万 | 0.09% | 1,430 | -45 | -3.1% | -$1.61万 | 减仓 |
| AMGN | AMGEN INC | $51.65万 | 0.09% | 1,468 | -17 | -1.1% | -$5,981 | 减仓 |
| EMXC | ISHARES INC | $51.92万 | 0.09% | 6,600 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $52.10万 | 0.09% | 3,518 | 74 | 2.1% | $1.10万 | 加仓 |
| VLY | VALLEY NATL BANCORP | $52.11万 | 0.09% | 42,438 | 5,341 | 14.4% | $6.56万 | 加仓 |
| EFAX | SPDR INDEX SHS FDS | $52.38万 | 0.09% | 10,525 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $53.02万 | 0.09% | 1,713 | 0 | 0.0% | — | 不变 |
| DSI | ISHARES TR | $53.23万 | 0.09% | 4,392 | 0 | 0.0% | — | 不变 |
| PAPR | INNOVATOR ETFS TRUST | $53.91万 | 0.09% | 13,545 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $54.06万 | 0.09% | 8,436 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $54.60万 | 0.09% | 11,639 | -572 | -4.7% | -$2.68万 | 减仓 |
| PJUL | INNOVATOR ETFS TRUST | $55.22万 | 0.09% | 12,013 | 0 | 0.0% | — | 不变 |