13F 机构持仓

Rinkey Investments

San Diego CA · SEC CIK 0001730774

2026Q22026Q1 更早 9 个季度 🔒
$3.91亿2026Q1 申报市值
125持仓数
55.2%前十大占比 · 第一大 10.3%
6 / 9新建仓 / 清仓
申报市值走势$4.25亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

TFLO 10.3%
SPDW 7.6%
SPTM 7.4%
BNDX 5.9%
VEA 5.1%
VTV 4.9%
BND 3.9%
CMF 3.8%
VTI 3.2%
IEI 3.1%

2026Q1 买入最多 按季末市值估算

BND 加仓+$902.41万
CMF 加仓+$371.19万
VGLT 加仓+$300.17万
MUB 加仓+$259.56万
VWO 加仓+$197.61万

2026Q1 卖出最多 按季末市值估算

BNDX 减仓-$1,272.90万
EMB 减仓-$358.54万
SPDW 减仓-$194.15万
TFLO 减仓-$116.59万
CTVA 减仓-$42.73万

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
SPIP SPDR SERIES TRUST $187.41万0.48%72,051 1,5592.2% $4.05万 加仓
SPIB SPDR SERIES TRUST $191.18万0.49%57,000 6361.1% $2.13万 加仓
— EXXON MOBIL CORP $199.18万0.51%11,740 -150-1.3% -$2.54万 减仓
FBND FIDELITY MERRIMACK STR TR $210.52万0.54%46,147 16,89657.8% $77.08万 加仓
PGR PROGRESSIVE CORP $219.51万0.56%11,073 00.0% — 不变
COST COSTCO WHOLESALE CORPORATION $224.99万0.58%2,258 -82-3.5% -$8.17万 减仓
TMUS T-MOBILE US INC $233.72万0.60%11,128 00.0% — 不变
IWD ISHARES TR $270.06万0.69%12,639 -783-5.8% -$16.73万 减仓
QQQ INVESCO QQQ TR $280.41万0.72%4,858 2585.6% $14.89万 加仓
MSFT MICROSOFT CORP $291.04万0.74%7,862 -234-2.9% -$8.66万 减仓
EMB ISHARES TR $392.22万1.00%41,756 -38,170-47.8% -$358.54万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $396.35万1.01%8,271 2533.2% $12.12万 加仓
SCHA SCHWAB STRATEGIC TR $420.93万1.08%144,749 -1,561-1.1% -$4.54万 减仓
IEFA ISHARES TR $456.12万1.17%50,383 00.0% — 不变
AAPL APPLE INC $510.51万1.31%20,115 -583-2.8% -$14.80万 减仓
IVV ISHARES TR $511.54万1.31%7,831 -11-0.1% -$7,186 减仓
SCHV SCHWAB STRATEGIC TR $535.91万1.37%175,707 00.0% — 不变
SPAB SPDR SERIES TRUST $547.15万1.40%213,563 760.0% $1,947 加仓
SPEM SPDR INDEX SHS FDS $564.42万1.44%120,320 -3,983-3.2% -$18.68万 减仓
VWO VANGUARD INTL EQUITY INDEX F $584.04万1.49%108,056 36,56051.1% $197.61万 加仓
VGLT VANGUARD SCOTTSDALE FDS $806.58万2.06%145,711 54,22659.3% $300.17万 加仓
VUG VANGUARD INDEX FDS $830.99万2.13%19,025 8774.8% $38.31万 加仓
VB VANGUARD INDEX FDS $830.99万2.13%31,727 9143.0% $23.94万 加仓
MUB ISHARES TR $1,183.11万3.03%111,456 24,45228.1% $259.56万 加仓
SPTS SPDR SERIES TRUST $1,188.00万3.04%407,126 1770.0% $5,165 加仓
IEI ISHARES TR $1,209.32万3.09%101,966 2530.2% $3.00万 加仓
VTI VANGUARD INDEX FDS $1,249.09万3.19%38,935 1,1603.1% $37.21万 加仓
CMF ISHARES TR $1,472.46万3.77%258,963 65,28233.7% $371.19万 加仓
BND VANGUARD BD INDEX FDS $1,522.98万3.90%206,814 122,543145.4% $902.41万 加仓
VTV VANGUARD INDEX FDS $1,903.77万4.87%97,032 3,5353.8% $69.36万 加仓
VEA VANGUARD TAX-MANAGED FDS $1,987.83万5.08%310,210 -4,750-1.5% -$30.44万 减仓
BNDX VANGUARD CHARLOTTE FDS $2,325.10万5.95%483,891 -264,912-35.4% -$1,272.90万 减仓
SPTM SPDR SERIES TRUST $2,888.38万7.39%365,339 -2,863-0.8% -$22.63万 减仓
SPDW SPDR INDEX SHS FDS $2,976.21万7.61%651,963 -42,531-6.1% -$194.15万 减仓
TFLO ISHARES TR $4,034.00万10.32%796,761 -23,027-2.8% -$116.59万 减仓