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
VGK VANGUARD INTL EQUITY INDEX F $31.12万0.07%3,515 00.0% — 不变
MO ALTRIA GROUP INC $30.13万0.07%4,188 00.0% — 不变
XLI SELECT SECTOR SPDR TR $29.64万0.07%1,600 00.0% — 不变
XBI SPDR SERIES TRUST $28.93万0.07%1,828 1539.1% $2.42万 加仓
SPSB SPDR SERIES TRUST $28.38万0.07%9,456 5125.7% $1.54万 加仓
LLY ELI LILLY & CO $27.47万0.06%229 -108-32.0% -$12.95万 减仓
XT ISHARES TR $26.99万0.06%3,266 00.0% — 不变
NFLX NETFLIX INC. $26.85万0.06%3,760 -4-0.1% -$286 减仓
BA BOEING CO $26.06万0.06%1,204 403.4% $8,659 加仓
PTEN PATTERSON-UTI ENERGY INC $25.92万0.06%28,230 00.0% — 不变
V VISA INC $25.77万0.06%751 -61-7.5% -$2.09万 减仓
FXI ISHARES TR $25.50万0.06%8,071 00.0% — 不变
ACN ACCENTURE PLC IRELAND $25.20万0.06%2,025 -738-26.7% -$9.18万 减仓
AVGO BROADCOM INC $24.21万0.06%641 641— $24.21万 新建仓
— SIMPLIFY EXCHANGE TRADED FUN $22.98万0.05%18,000 00.0% — 不变
DFIV DIMENSIONAL ETF TRUST $22.40万0.05%4,147 00.0% — 不变
DFUV DIMENSIONAL ETF TRUST $22.17万0.05%4,031 4,031— $22.17万 新建仓
WOR WORTHINGTON ENTERPRISES INC $21.47万0.05%3,994 00.0% — 不变
EWY ISHARES INC $21.40万0.05%1,060 1,060— $21.40万 新建仓
C CITIGROUP INC $21.23万0.05%1,517 -800-34.5% -$11.20万 重新持有
EOSE EOS ENERGY ENTERPRISES INC $21.10万0.05%35,877 -9,000-20.1% -$5.29万 减仓
KMI KINDER MORGAN INC DEL $21.08万0.05%6,595 -650-9.0% -$2.08万 减仓
PLTR PALANTIR TECHNOLOGIES INC $20.87万0.05%1,789 -640-26.3% -$7.47万 减仓
DRAM ROUNDHILL ETF TRUST $20.46万0.05%2,770 2,770— $20.46万 新建仓
VIG VANGUARD SPECIALIZED FUNDS $20.33万0.05%859 859— $20.33万 新建仓
BX BLACKSTONE INC $20.30万0.05%1,725 1,725— $20.30万 新建仓
JNJ JOHNSON & JOHNSON $20.17万0.05%794 -4,160-84.0% -$105.65万 减仓
— PATRIOT NATL BANCORP INC $11.66万0.03%121,828 00.0% — 不变
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