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
OCGN OCUGEN INC $00.00%0 -1,032,989-100.0% -$186.97万 清仓
IWM ISHARES TR $00.00%0 -1,486-100.0% -$36.85万 清仓
BBN BLACKROCK TAX MUNICPAL BD TR $00.00%0 -20,585-100.0% -$33.29万 清仓
EQT EQT CORP $00.00%0 -5,049-100.0% -$32.13万 清仓
EXPE EXPEDIA GROUP INC $00.00%0 -1,235-100.0% -$28.51万 清仓
— HONEYWELL INTL INC $00.00%0 -1,186-100.0% -$26.81万 清仓
CTVA CORTEVA INC $00.00%0 -2,967-100.0% -$24.84万 清仓
AVY AVERY DENNISON CORP $00.00%0 -1,199-100.0% -$20.70万 清仓
LENZ LENZ THERAPEUTICS INC $00.00%0 -15,186-100.0% -$13.90万 清仓
— PATRIOT NATL BANCORP INC $11.66万0.03%121,828 00.0% — 不变
JNJ JOHNSON & JOHNSON $20.17万0.05%794 -4,160-84.0% -$105.65万 减仓
BX BLACKSTONE INC $20.30万0.05%1,725 1,725— $20.30万 新建仓
VIG VANGUARD SPECIALIZED FUNDS $20.33万0.05%859 859— $20.33万 新建仓
DRAM ROUNDHILL ETF TRUST $20.46万0.05%2,770 2,770— $20.46万 新建仓
PLTR PALANTIR TECHNOLOGIES INC $20.87万0.05%1,789 -640-26.3% -$7.47万 减仓
KMI KINDER MORGAN INC DEL $21.08万0.05%6,595 -650-9.0% -$2.08万 减仓
EOSE EOS ENERGY ENTERPRISES INC $21.10万0.05%35,877 -9,000-20.1% -$5.29万 减仓
C CITIGROUP INC $21.23万0.05%1,517 -800-34.5% -$11.20万 重新持有
EWY ISHARES INC $21.40万0.05%1,060 1,060— $21.40万 新建仓
WOR WORTHINGTON ENTERPRISES INC $21.47万0.05%3,994 00.0% — 不变
DFUV DIMENSIONAL ETF TRUST $22.17万0.05%4,031 4,031— $22.17万 新建仓
DFIV DIMENSIONAL ETF TRUST $22.40万0.05%4,147 00.0% — 不变
— SIMPLIFY EXCHANGE TRADED FUN $22.98万0.05%18,000 00.0% — 不变
AVGO BROADCOM INC $24.21万0.06%641 641— $24.21万 新建仓
ACN ACCENTURE PLC IRELAND $25.20万0.06%2,025 -738-26.7% -$9.18万 减仓
FXI ISHARES TR $25.50万0.06%8,071 00.0% — 不变
V VISA INC $25.77万0.06%751 -61-7.5% -$2.09万 减仓
PTEN PATTERSON-UTI ENERGY INC $25.92万0.06%28,230 00.0% — 不变
BA BOEING CO $26.06万0.06%1,204 403.4% $8,659 加仓
NFLX NETFLIX INC. $26.85万0.06%3,760 -4-0.1% -$286 减仓
XT ISHARES TR $26.99万0.06%3,266 00.0% — 不变
LLY ELI LILLY & CO $27.47万0.06%229 -108-32.0% -$12.95万 减仓
SPSB SPDR SERIES TRUST $28.38万0.07%9,456 5125.7% $1.54万 加仓
XBI SPDR SERIES TRUST $28.93万0.07%1,828 1539.1% $2.42万 加仓
XLI SELECT SECTOR SPDR TR $29.64万0.07%1,600 00.0% — 不变
MO ALTRIA GROUP INC $30.13万0.07%4,188 00.0% — 不变
VGK VANGUARD INTL EQUITY INDEX F $31.12万0.07%3,515 00.0% — 不变
TSM TAIWAN SEMICONDUCTOR MANUFAC $31.28万0.07%655 655— $31.28万 新建仓
JPM JPMORGAN CHASE & CO $31.98万0.08%977 00.0% — 不变
AVDE AMERICAN CENTY ETF TR $32.01万0.08%3,588 53717.6% $4.79万 加仓
CB CHUBB LIMITED $33.63万0.08%987 16620.2% $5.66万 加仓
SCHH SCHWAB STRATEGIC TR $33.77万0.08%14,263 -297-2.0% -$7,033 减仓
BFLY BUTTERFLY NETWORK INC $34.02万0.08%40,400 9,70031.6% $8.17万 加仓
ITA ISHARES TR $34.23万0.08%1,412 1,412— $34.23万 新建仓
SCHR SCHWAB STRATEGIC TR $35.14万0.08%14,251 00.0% — 不变
DGRO ISHARES TR $35.45万0.08%4,677 -627-11.8% -$4.75万 减仓
GOVT ISHARES TR $41.13万0.10%18,057 00.0% — 不变
AMAT APPLIED MATLS INC $44.97万0.11%622 00.0% — 不变
SPY STATE STR SPDR S&P 500 ETF T $45.55万0.11%610 50.8% $3,734 加仓
AVUV AMERICAN CENTY ETF TR $46.36万0.11%3,716 52616.5% $6.56万 加仓
EEMV ISHARES INC $47.37万0.11%6,293 -670-9.6% -$5.04万 减仓
WMT WALMART INC $48.26万0.11%4,261 3007.6% $3.40万 加仓
META META PLATFORMS INC $49.30万0.12%875 12616.8% $7.10万 加仓
SCHX SCHWAB STRATEGIC TR $50.30万0.12%17,090 4,48435.6% $13.20万 加仓
XNEAX NUVEEN AMT FREE QLTY MUN INC $51.07万0.12%43,500 00.0% — 不变
IAGG ISHARES TR $51.36万0.12%10,150 10,150— $51.36万 新建仓
CSX CSX CORP $53.42万0.13%11,240 00.0% — 不变
VT VANGUARD INTL EQUITY INDEX F $53.91万0.13%3,435 00.0% — 不变
EIS ISHARES INC $53.95万0.13%4,469 3949.7% $4.76万 加仓
SHV ISHARES TR $54.56万0.13%4,944 941.9% $1.04万 加仓
CRWD CROWDSTRIKE HLDGS INC $55.94万0.13%733 -2-0.3% -$1,526 减仓
ITM VANECK ETF TRUST $56.90万0.13%12,109 00.0% — 不变
VBR VANGUARD INDEX FDS $58.12万0.14%2,392 00.0% — 不变
ARKK ARK ETF TR $59.67万0.14%7,383 7,383— $59.67万 新建仓
MU MICRON TECHNOLOGY INC $61.41万0.14%532 -373-41.2% -$43.05万 减仓
NZF NUVEEN MUN CR INCOME FD $64.57万0.15%50,925 9,80023.8% $12.43万 加仓
FLOT ISHARES TR $65.53万0.15%12,837 -3,028-19.1% -$15.46万 减仓
NVG NUVEEN AMT FREE MUN CR INC F $65.79万0.15%51,400 10,00024.2% $12.80万 加仓
SCHP SCHWAB STRATEGIC TR $66.92万0.16%25,252 1880.8% $4,982 加仓
AMD ADVANCED MICRO DEVICES INC $67.21万0.16%1,157 -141-10.9% -$8.19万 减仓
XLU SELECT SECTOR SPDR TR $67.90万0.16%14,975 -1,215-7.5% -$5.51万 减仓
PANW PALO ALTO NETWORKS INC $69.23万0.16%2,030 -30-1.5% -$1.02万 减仓
IBIT ISHARES BITCOIN TRUST ETF $69.76万0.16%20,956 -1,812-8.0% -$6.03万 减仓
MTUM ISHARES TR $70.45万0.17%2,055 00.0% — 不变
VXUS VANGUARD STAR FDS $70.45万0.17%8,241 5397.0% $4.61万 加仓
GLD SPDR GOLD TR $72.02万0.17%1,955 351.8% $1.29万 加仓
VV VANGUARD INDEX FDS $72.56万0.17%2,110 00.0% — 不变
VGIT VANGUARD SCOTTSDALE FDS $73.44万0.17%12,451 12,451— $73.44万 新建仓
VO VANGUARD INDEX FDS $74.35万0.18%9,228 00.0% — 不变
SUB ISHARES TR $76.29万0.18%7,165 00.0% — 不变
ORCL ORACLE CORP $78.04万0.18%5,325 -2,124-28.5% -$31.13万 减仓
IVW ISHARES TR $82.82万0.19%6,022 981.7% $1.35万 加仓
SYK STRYKER CORPORATION $85.38万0.20%2,712 00.0% — 不变
AGG ISHARES TR $90.13万0.21%9,106 380.4% $3,761 加仓
VBK VANGUARD INDEX FDS $93.22万0.22%2,549 10.0% $366 加仓
TSLA TESLA INC $94.51万0.22%2,247 93571.3% $39.33万 加仓
GOOG ALPHABET INC $101.38万0.24%2,869 -33-1.1% -$1.17万 减仓
RTX RTX CORPORATION $102.74万0.24%5,415 -578-9.6% -$10.97万 减仓
SOXX ISHARES TR $103.16万0.24%1,610 392.5% $2.50万 加仓
IBM INTERNATIONAL BUSINESS MACHS $104.13万0.25%3,703 00.0% — 不变
TRV TRAVELERS COMPANIES INC $111.18万0.26%3,368 00.0% — 不变
GOOGL ALPHABET INC $120.89万0.28%3,382 -860-20.3% -$30.74万 减仓
TMUS T-MOBILE US INC $121.24万0.29%7,228 -3,900-35.0% -$65.41万 减仓
VOO VANGUARD INDEX FDS $123.83万0.29%1,803 100.6% $6,868 加仓
— EXXON MOBIL CORP $143.28万0.34%10,480 -1,260-10.7% -$17.23万 减仓
VTIP VANGUARD MALVERN FDS $145.70万0.34%29,006 -488-1.7% -$2.45万 减仓
VWOB VANGUARD WHITEHALL FDS $149.63万0.35%22,253 -472-2.1% -$3.17万 减仓
BN BROOKFIELD CORP $181.21万0.43%42,547 -2,170-4.9% -$9.24万 减仓
SPIP SPDR SERIES TRUST $182.66万0.43%71,130 -921-1.3% -$2.37万 减仓
VCIT VANGUARD SCOTTSDALE FDS $188.43万0.44%22,798 5,22929.8% $43.22万 加仓