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 |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | $1.42亿 | 24.33% | 1,859,482 | 61,486 | 3.4% | $470.61万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $4,538.04万 | 7.76% | 69,780 | -600 | -0.9% | -$39.02万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $4,247.19万 | 7.26% | 717,188 | 14,567 | 2.1% | $86.27万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $3,641.18万 | 6.22% | 719,459 | 5,219 | 0.7% | $26.41万 | 加仓 |
| IVV | ISHARES TR | $3,597.23万 | 6.15% | 55,070 | -570 | -1.0% | -$37.23万 | 减仓 |
| MINT | PIMCO ETF TR | $3,493.86万 | 5.97% | 347,406 | 19,609 | 6.0% | $197.21万 | 加仓 |
| IWF | ISHARES TR | $1,790.41万 | 3.06% | 41,989 | -706 | -1.7% | -$30.10万 | 减仓 |
| IJH | ISHARES TR | $1,583.13万 | 2.71% | 234,434 | 1,055 | 0.5% | $7.12万 | 加仓 |
| GLDM | WORLD GOLD TR | $1,203.32万 | 2.06% | 129,822 | -1,724 | -1.3% | -$15.98万 | 减仓 |
| SPYX | SPDR SERIES TRUST | $898.59万 | 1.54% | 169,450 | -3,623 | -2.1% | -$19.21万 | 减仓 |
| ESGU | ISHARES TR | $771.22万 | 1.32% | 54,534 | 227 | 0.4% | $3.21万 | 加仓 |
| QQQ | INVESCO QQQ TR | $767.76万 | 1.31% | 13,302 | -94 | -0.7% | -$5.43万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $707.29万 | 1.21% | 141,486 | -881 | -0.6% | -$4.40万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $706.23万 | 1.21% | 36,798 | -147 | -0.4% | -$2.82万 | 减仓 |
| IWD | ISHARES TR | $692.35万 | 1.18% | 32,403 | 440 | 1.4% | $9.40万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $630.82万 | 1.08% | 10,228 | -95 | -0.9% | -$5.86万 | 减仓 |
| IWB | ISHARES TR | $615.24万 | 1.05% | 17,255 | -19 | -0.1% | -$6,775 | 减仓 |
| FESM | FIDELITY COVINGTON TRUST | $570.15万 | 0.97% | 150,039 | 6,578 | 4.6% | $25.00万 | 加仓 |
| ACWI | ISHARES TR | $561.62万 | 0.96% | 40,588 | -452 | -1.1% | -$6.25万 | 减仓 |
| AAPL | APPLE INC | $513.12万 | 0.88% | 20,218 | -312 | -1.5% | -$7.92万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $489.94万 | 0.84% | 57,749 | 10,419 | 22.0% | $88.39万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $440.21万 | 0.75% | 130,010 | 17,917 | 16.0% | $60.67万 | 加仓 |
| VO | VANGUARD INDEX FDS | $401.62万 | 0.69% | 13,985 | -33 | -0.2% | -$9,477 | 减仓 |
| AMZN | AMAZON COM INC | $343.00万 | 0.59% | 16,469 | -916 | -5.3% | -$19.08万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $330.97万 | 0.57% | 33,803 | 18 | 0.1% | $1,762 | 加仓 |
| EFA | ISHARES TR | $324.55万 | 0.55% | 33,414 | 1,584 | 5.0% | $15.39万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $311.10万 | 0.53% | 6,492 | -123 | -1.9% | -$5.89万 | 减仓 |
| 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 | 0.42% | 8,584 | 142 | 1.7% | $4.08万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $241.15万 | 0.41% | 5,521 | 0 | 0.0% | — | 不变 |
| SPYV | SPDR SERIES TRUST | $237.83万 | 0.41% | 42,034 | -762 | -1.8% | -$4.31万 | 减仓 |
| MSFT | MICROSOFT CORP | $234.54万 | 0.40% | 6,336 | -112 | -1.7% | -$4.15万 | 减仓 |
| IWR | ISHARES TR | $230.28万 | 0.39% | 23,684 | -1,328 | -5.3% | -$12.91万 | 减仓 |
| 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 | 0.33% | 6,828 | 0 | 0.0% | — | 不变 |
| POCT | INNOVATOR ETFS TRUST | $194.84万 | 0.33% | 45,195 | 9,345 | 26.1% | $40.29万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $183.05万 | 0.31% | 62,838 | 1,230 | 2.0% | $3.58万 | 加仓 |
| LLY | ELI LILLY & CO | $173.28万 | 0.30% | 1,884 | 241 | 14.7% | $22.17万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $172.15万 | 0.29% | 9,871 | 0 | 0.0% | — | 不变 |
| PNOV | INNOVATOR ETFS TRUST | $161.97万 | 0.28% | 39,639 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $160.30万 | 0.27% | 4,181 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $159.12万 | 0.27% | 3,698 | -17 | -0.5% | -$7,315 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $157.15万 | 0.27% | 20,926 | 4,276 | 25.7% | $32.11万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $154.69万 | 0.26% | 25,251 | 3,209 | 14.6% | $19.66万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $152.55万 | 0.26% | 28,371 | 19,463 | 218.5% | $104.65万 | 加仓 |
| PDEC | INNOVATOR ETFS TRUST | $126.26万 | 0.22% | 29,708 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $126.11万 | 0.22% | 22,207 | -554 | -2.4% | -$3.15万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $120.11万 | 0.21% | 4,083 | 99 | 2.5% | $2.91万 | 加仓 |
| 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 |
| CWI | SPDR INDEX SHS FDS | $106.56万 | 0.18% | 29,123 | 1,020 | 3.6% | $3.73万 | 加仓 |
| XME | SPDR SERIES TRUST | $101.13万 | 0.17% | 9,363 | 505 | 5.7% | $5.45万 | 加仓 |
| EFIV | SPDR SERIES TRUST | $95.49万 | 0.16% | 15,138 | -146 | -1.0% | -$9,210 | 减仓 |
| 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 | -297 | -6.6% | -$6.35万 | 减仓 |
| PJAN | INNOVATOR ETFS TRUST | $88.45万 | 0.15% | 19,175 | -2,225 | -10.4% | -$10.26万 | 减仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $84.70万 | 0.14% | 2,870 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $81.08万 | 0.14% | 10,661 | 26 | 0.2% | $1,977 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $80.30万 | 0.14% | 3,285 | -27 | -0.8% | -$6,600 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $72.96万 | 0.12% | 28,455 | 0 | 0.0% | — | 不变 |
| URTH | ISHARES INC | $71.74万 | 0.12% | 3,985 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $71.21万 | 0.12% | 5,920 | -127 | -2.1% | -$1.53万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $71.19万 | 0.12% | 4,929 | 83 | 1.7% | $1.20万 | 加仓 |
| DBEF | DBX ETF TR | $70.88万 | 0.12% | 14,349 | -992 | -6.5% | -$4.90万 | 减仓 |
| ECL | ECOLAB INC | $65.76万 | 0.11% | 2,472 | 0 | 0.0% | — | 不变 |
| BJUN | INNOVATOR ETFS TRUST | $65.23万 | 0.11% | 14,103 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $64.01万 | 0.11% | 4,351 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $63.31万 | 0.11% | 1,723 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $63.29万 | 0.11% | 7,179 | 4,007 | 126.3% | $35.33万 | 加仓 |
| 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 | 470 | 2.0% | $1.20万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $62.07万 | 0.11% | 2,612 | 326 | 14.3% | $7.75万 | 加仓 |
| IUSG | ISHARES TR | $62.04万 | 0.11% | 4,000 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $61.18万 | 0.10% | 2,524 | -45 | -1.8% | -$1.09万 | 减仓 |
| 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 | -349 | -6.4% | -$4.14万 | 减仓 |
| EAGG | ISHARES TR | $56.75万 | 0.10% | 11,934 | -8 | -0.1% | -$380 | 减仓 |
| 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 | -1,247 | -15.6% | -$10.30万 | 减仓 |
| PJUL | INNOVATOR ETFS TRUST | $55.22万 | 0.09% | 12,013 | 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 |
| 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 | 5,341 | 14.4% | $6.56万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $52.10万 | 0.09% | 3,518 | 74 | 2.1% | $1.10万 | 加仓 |
| EMXC | ISHARES INC | $51.92万 | 0.09% | 6,600 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $51.65万 | 0.09% | 1,468 | -17 | -1.1% | -$5,981 | 减仓 |
| ETN | EATON CORP PLC | $51.15万 | 0.09% | 1,430 | -45 | -3.1% | -$1.61万 | 减仓 |
| IWS | ISHARES TR | $50.69万 | 0.09% | 3,478 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $50.29万 | 0.09% | 2,964 | -169 | -5.4% | -$2.87万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $50.11万 | 0.09% | 18,821 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $49.68万 | 0.08% | 10,062 | 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 |