Rinkey Investments
San Diego CA · SEC CIK 0001730774
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| TFLO | ISHARES TR | $4,034.00万 | 10.32% | 796,761 | -23,027 | -2.8% | -$116.59万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $2,976.21万 | 7.61% | 651,963 | -42,531 | -6.1% | -$194.15万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $2,888.38万 | 7.39% | 365,339 | -2,863 | -0.8% | -$22.63万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $2,325.10万 | 5.95% | 483,891 | -264,912 | -35.4% | -$1,272.90万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,987.83万 | 5.08% | 310,210 | -4,750 | -1.5% | -$30.44万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $1,903.77万 | 4.87% | 97,032 | 3,535 | 3.8% | $69.36万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $1,522.98万 | 3.90% | 206,814 | 122,543 | 145.4% | $902.41万 | 加仓 |
| CMF | ISHARES TR | $1,472.46万 | 3.77% | 258,963 | 65,282 | 33.7% | $371.19万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,249.09万 | 3.19% | 38,935 | 1,160 | 3.1% | $37.21万 | 加仓 |
| IEI | ISHARES TR | $1,209.32万 | 3.09% | 101,966 | 253 | 0.2% | $3.00万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $1,188.00万 | 3.04% | 407,126 | 177 | 0.0% | $5,165 | 加仓 |
| MUB | ISHARES TR | $1,183.11万 | 3.03% | 111,456 | 24,452 | 28.1% | $259.56万 | 加仓 |
| VB | VANGUARD INDEX FDS | $830.99万 | 2.13% | 31,727 | 914 | 3.0% | $23.94万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $830.99万 | 2.13% | 19,025 | 877 | 4.8% | $38.31万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $806.58万 | 2.06% | 145,711 | 54,226 | 59.3% | $300.17万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $584.04万 | 1.49% | 108,056 | 36,560 | 51.1% | $197.61万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $564.42万 | 1.44% | 120,320 | -3,983 | -3.2% | -$18.68万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $547.15万 | 1.40% | 213,563 | 76 | 0.0% | $1,947 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $535.91万 | 1.37% | 175,707 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $511.54万 | 1.31% | 7,831 | -11 | -0.1% | -$7,186 | 减仓 |
| AAPL | APPLE INC | $510.51万 | 1.31% | 20,115 | -583 | -2.8% | -$14.80万 | 减仓 |
| IEFA | ISHARES TR | $456.12万 | 1.17% | 50,383 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $420.93万 | 1.08% | 144,749 | -1,561 | -1.1% | -$4.54万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $396.35万 | 1.01% | 8,271 | 253 | 3.2% | $12.12万 | 加仓 |
| EMB | ISHARES TR | $392.22万 | 1.00% | 41,756 | -38,170 | -47.8% | -$358.54万 | 减仓 |
| MSFT | MICROSOFT CORP | $291.04万 | 0.74% | 7,862 | -234 | -2.9% | -$8.66万 | 减仓 |
| QQQ | INVESCO QQQ TR | $280.41万 | 0.72% | 4,858 | 258 | 5.6% | $14.89万 | 加仓 |
| IWD | ISHARES TR | $270.06万 | 0.69% | 12,639 | -783 | -5.8% | -$16.73万 | 减仓 |
| TMUS | T-MOBILE US INC | $233.72万 | 0.60% | 11,128 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $224.99万 | 0.58% | 2,258 | -82 | -3.5% | -$8.17万 | 减仓 |
| PGR | PROGRESSIVE CORP | $219.51万 | 0.56% | 11,073 | 0 | 0.0% | — | 不变 |
| FBND | FIDELITY MERRIMACK STR TR | $210.52万 | 0.54% | 46,147 | 16,896 | 57.8% | $77.08万 | 加仓 |
| — | EXXON MOBIL CORP | $199.18万 | 0.51% | 11,740 | -150 | -1.3% | -$2.54万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $191.18万 | 0.49% | 57,000 | 636 | 1.1% | $2.13万 | 加仓 |
| SPIP | SPDR SERIES TRUST | $187.41万 | 0.48% | 72,051 | 1,559 | 2.2% | $4.05万 | 加仓 |
| OCGN | OCUGEN INC | $186.97万 | 0.48% | 1,032,989 | 41,803 | 4.2% | $7.57万 | 加仓 |
| AMZN | AMAZON COM INC | $183.96万 | 0.47% | 8,833 | -174 | -1.9% | -$3.62万 | 减仓 |
| BN | BROOKFIELD CORP | $180.97万 | 0.46% | 44,717 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $176.95万 | 0.45% | 10,146 | -349 | -3.3% | -$6.09万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $175.69万 | 0.45% | 60,311 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $173.82万 | 0.44% | 2,491 | 675 | 37.2% | $47.10万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $149.28万 | 0.38% | 22,725 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD MALVERN FDS | $147.33万 | 0.38% | 29,494 | -489 | -1.6% | -$2.44万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $145.38万 | 0.37% | 17,569 | 2,139 | 13.9% | $17.70万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $124.39万 | 0.32% | 21,249 | 2,425 | 12.9% | $14.20万 | 加仓 |
| GOOGL | ALPHABET INC | $121.99万 | 0.31% | 4,242 | -84 | -1.9% | -$2.42万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $121.10万 | 0.31% | 4,954 | -235 | -4.5% | -$5.74万 | 减仓 |
| RTX | RTX CORPORATION | $115.61万 | 0.30% | 5,993 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $109.58万 | 0.28% | 7,449 | 10 | 0.1% | $1,471 | 加仓 |
| VOO | VANGUARD INDEX FDS | $107.15万 | 0.27% | 1,793 | -44 | -2.4% | -$2.63万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $98.24万 | 0.25% | 3,368 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $90.02万 | 0.23% | 9,068 | -883 | -8.9% | -$8.77万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $89.76万 | 0.23% | 3,703 | -342 | -8.5% | -$8.29万 | 减仓 |
| SYK | STRYKER CORPORATION | $89.11万 | 0.23% | 2,712 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $87.47万 | 0.22% | 22,768 | -110 | -0.5% | -$4,226 | 减仓 |
| GOOG | ALPHABET INC | $83.25万 | 0.21% | 2,902 | 50 | 1.8% | $1.43万 | 加仓 |
| GLD | SPDR GOLD TR | $82.62万 | 0.21% | 1,920 | -102 | -5.0% | -$4.39万 | 减仓 |
| FLOT | ISHARES TR | $80.83万 | 0.21% | 15,865 | 15,865 | — | $80.83万 | 新建仓 |
| VBK | VANGUARD INDEX FDS | $77.03万 | 0.20% | 2,548 | 482 | 23.3% | $14.57万 | 加仓 |
| SUB | ISHARES TR | $76.31万 | 0.20% | 7,165 | -1,893 | -20.9% | -$20.16万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $74.30万 | 0.19% | 16,190 | 16,190 | — | $74.30万 | 新建仓 |
| IVW | ISHARES TR | $67.01万 | 0.17% | 5,924 | -10 | -0.2% | -$1,131 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $66.70万 | 0.17% | 25,064 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $66.25万 | 0.17% | 2,307 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $63.06万 | 0.16% | 2,110 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $59.40万 | 0.15% | 7,702 | 539 | 7.5% | $4.16万 | 加仓 |
| ITM | VANECK ETF TRUST | $56.22万 | 0.14% | 12,109 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $54.79万 | 0.14% | 2,763 | -691 | -20.0% | -$13.70万 | 减仓 |
| SHV | ISHARES TR | $53.54万 | 0.14% | 4,850 | -117 | -2.4% | -$1.29万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $51.97万 | 0.13% | 2,392 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES TR | $51.63万 | 0.13% | 1,571 | 0 | 0.0% | — | 不变 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $51.05万 | 0.13% | 41,400 | 0 | 0.0% | — | 不变 |
| NZF | NUVEEN MUN CR INCOME FD | $50.09万 | 0.13% | 41,125 | 200 | 0.5% | $2,436 | 加仓 |
| MTUM | ISHARES TR | $49.32万 | 0.13% | 2,055 | -12 | -0.6% | -$2,880 | 减仓 |
| WMT | WALMART INC | $49.23万 | 0.13% | 3,961 | -20 | -0.5% | -$2,486 | 减仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $48.85万 | 0.12% | 43,500 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $48.77万 | 0.12% | 1,312 | 271 | 26.0% | $10.07万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $47.51万 | 0.12% | 3,435 | -4 | -0.1% | -$553 | 减仓 |
| EIS | ISHARES INC | $47.29万 | 0.12% | 4,075 | 2,228 | 120.6% | $25.85万 | 加仓 |
| CSX | CSX CORP | $46.14万 | 0.12% | 11,240 | 255 | 2.3% | $1.05万 | 加仓 |
| EEMV | ISHARES INC | $45.07万 | 0.12% | 6,963 | -2 | -0.0% | -$129 | 减仓 |
| META | META PLATFORMS INC | $42.86万 | 0.11% | 749 | -459 | -38.0% | -$26.27万 | 减仓 |
| GOVT | ISHARES TR | $41.37万 | 0.11% | 18,057 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $39.35万 | 0.10% | 605 | 4 | 0.7% | $2,601 | 加仓 |
| DGRO | ISHARES TR | $37.22万 | 0.10% | 5,304 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $36.85万 | 0.09% | 1,486 | -40 | -2.6% | -$9,920 | 减仓 |
| NFLX | NETFLIX INC. | $36.19万 | 0.09% | 3,764 | -196 | -4.9% | -$1.88万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $35.53万 | 0.09% | 2,429 | 337 | 16.1% | $4.93万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $35.50万 | 0.09% | 14,251 | -1,242 | -8.0% | -$3.09万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $35.24万 | 0.09% | 3,190 | 740 | 30.2% | $8.17万 | 加仓 |
| BBN | BLACKROCK TAX MUNICPAL BD TR | $33.29万 | 0.09% | 20,585 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $33.03万 | 0.08% | 2,060 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $32.32万 | 0.08% | 12,606 | 99 | 0.8% | $2,538 | 加仓 |
| EQT | EQT CORP | $32.13万 | 0.08% | 5,049 | -2,595 | -33.9% | -$16.51万 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $31.29万 | 0.08% | 14,560 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $31.00万 | 0.08% | 337 | -20 | -5.6% | -$1.84万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $30.57万 | 0.08% | 905 | 67 | 8.0% | $2.26万 | 加仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $30.57万 | 0.08% | 28,230 | 0 | 0.0% | — | 不变 |
| FXI | ISHARES TR | $28.97万 | 0.07% | 8,071 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD INTL EQUITY INDEX F | $28.97万 | 0.07% | 3,515 | 0 | 0.0% | — | 不变 |