13F 机构持仓

Rinkey Investments

San Diego CA · SEC CIK 0001730774

2026Q22026Q1 更早 9 个季度 🔒
$4.25亿2026Q2 申报市值
128持仓数
57.3%前十大占比 · 第一大 11.5%
11 / 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 11.5%
SPTM 7.8%
SPDW 7.6%
VEA 5.5%
BNDX 5.4%
VTV 5.4%
BND 4.0%
CMF 3.6%
VTI 3.5%
MUB 2.9%

2026Q2 买入最多 按季末市值估算

TFLO 加仓+$832.61万
BND 加仓+$193.38万
VTV 加仓+$189.99万
VEA 加仓+$144.33万
VGSH 加仓+$83.85万

2026Q2 卖出最多 按季末市值估算

IEI 减仓-$495.02万
SPTS 减仓-$373.07万
OCGN 清仓-$186.97万
JNJ 减仓-$105.65万
TMUS 减仓-$65.41万

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
NVDA NVIDIA CORPORATION $202.26万0.48%10,108 -38-0.4% -$7,604 减仓
SPIB SPDR SERIES TRUST $203.76万0.48%60,896 3,8966.8% $13.04万 加仓
COST COSTCO WHOLESALE CORPORATION $204.40万0.48%2,185 -73-3.2% -$6.83万 减仓
SCHG SCHWAB STRATEGIC TR $205.37万0.48%60,688 3770.6% $1.28万 加仓
VGSH VANGUARD SCOTTSDALE FDS $207.52万0.49%35,656 14,40767.8% $83.85万 加仓
AMZN AMAZON COM INC $209.43万0.49%8,787 -46-0.5% -$1.10万 减仓
FBND FIDELITY MERRIMACK STR TR $209.55万0.49%46,065 -82-0.2% -$3,730 减仓
VGT VANGUARD WORLD FD $238.27万0.56%19,935 70.0% $837 加仓
PGR PROGRESSIVE CORP $241.89万0.57%11,073 00.0% — 不变
IWD ISHARES TR $282.62万0.67%11,658 -981-7.8% -$23.78万 减仓
MSFT MICROSOFT CORP $314.81万0.74%8,439 5777.3% $21.52万 加仓
QQQ INVESCO QQQ TR $386.92万0.91%5,254 3968.2% $29.16万 加仓
EMB ISHARES TR $393.43万0.93%40,795 -961-2.3% -$9.27万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $414.02万0.97%8,274 30.0% $1,501 加仓
IEFA ISHARES TR $486.64万1.15%50,387 40.0% $386 加仓
SCHA SCHWAB STRATEGIC TR $522.68万1.23%144,667 -82-0.1% -$2,963 减仓
SPAB SPDR SERIES TRUST $538.27万1.27%210,919 -2,644-1.2% -$6.75万 减仓
AAPL APPLE INC $568.54万1.34%19,648 -467-2.3% -$13.51万 减仓
IVV ISHARES TR $586.47万1.38%7,831 00.0% — 不变
SCHV SCHWAB STRATEGIC TR $611.64万1.44%175,707 00.0% — 不变
SPEM SPDR INDEX SHS FDS $620.97万1.46%119,924 -396-0.3% -$2.05万 减仓
VWO VANGUARD INTL EQUITY INDEX F $687.57万1.62%115,190 7,1346.6% $42.58万 加仓
IEI ISHARES TR $702.58万1.65%59,819 -42,147-41.3% -$495.02万 减仓
SPTS SPDR SERIES TRUST $808.01万1.90%278,526 -128,600-31.6% -$373.07万 减仓
VGLT VANGUARD SCOTTSDALE FDS $823.79万1.94%149,291 3,5802.5% $19.75万 加仓
VB VANGUARD INDEX FDS $1,010.21万2.38%33,327 1,6005.0% $48.50万 加仓
VUG VANGUARD INDEX FDS $1,063.04万2.50%123,408 9,2588.1% $79.75万 加仓
MUB ISHARES TR $1,244.15万2.93%115,606 4,1503.7% $44.66万 加仓
VTI VANGUARD INDEX FDS $1,478.44万3.48%39,953 1,0182.6% $37.67万 加仓
CMF ISHARES TR $1,536.17万3.62%266,511 7,5482.9% $43.51万 加仓
BND VANGUARD BD INDEX FDS $1,711.61万4.03%233,157 26,34312.7% $193.38万 加仓
VTV VANGUARD INDEX FDS $2,304.61万5.43%105,750 8,7189.0% $189.99万 加仓
BNDX VANGUARD CHARLOTTE FDS $2,312.49万5.44%477,491 -6,400-1.3% -$31.00万 减仓
VEA VANGUARD TAX-MANAGED FDS $2,354.58万5.54%330,467 20,2576.5% $144.33万 加仓
SPDW SPDR INDEX SHS FDS $3,223.64万7.59%639,738 -12,225-1.9% -$61.60万 减仓
SPTM SPDR SERIES TRUST $3,298.87万7.77%363,352 -1,987-0.5% -$18.04万 减仓
TFLO ISHARES TR $4,866.61万11.46%961,211 164,45020.6% $832.61万 加仓