RTD Financial Advisors, Inc.
Philadelphia PA · SEC CIK 0001810555
$9.17亿2026Q2 申报市值
120持仓数
47.1%前十大占比 · 第一大 12.4%
8 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
IVV 加仓+$208.87万
IBM 加仓+$159.50万
DFIV 加仓+$136.77万
GTO 加仓+$130.09万
IWX 加仓+$103.99万
2026Q2 卖出最多 按季末市值估算
IJR 减仓-$149.66万
IJT 减仓-$111.98万
IWN 减仓-$83.59万
IJS 减仓-$67.19万
VYMI 减仓-$65.30万
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 |
|---|---|---|---|---|---|---|---|---|
| OTEX | OPEN TEXT CORP | $0 | 0.00% | 0 | -11,644 | -100.0% | -$25.90万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -422 | -100.0% | -$24.14万 | 清仓 |
| OMER | OMEROS CORP | $11.13万 | 0.01% | 11,700 | 11,700 | — | $11.13万 | 新建仓 |
| EZM | WISDOMTREE TR | $21.54万 | 0.02% | 2,842 | -1,948 | -40.7% | -$14.76万 | 减仓 |
| ESML | ISHARES TR | $23.61万 | 0.03% | 4,221 | 4,221 | — | $23.61万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $25.92万 | 0.03% | 2,827 | 0 | 0.0% | — | 不变 |
| WTRG | ESSENTIAL UTILS INC | $27.21万 | 0.03% | 7,103 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $28.20万 | 0.03% | 1,043 | -36 | -3.3% | -$9,733 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $28.47万 | 0.03% | 685 | 685 | — | $28.47万 | 新建仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $29.50万 | 0.03% | 1,880 | -99 | -5.0% | -$1.55万 | 减仓 |
| BAC | BANK OF AMER CORP | $31.78万 | 0.03% | 5,578 | 1,147 | 25.9% | $6.54万 | 加仓 |
| MDYG | SPDR SERIES TRUST | $32.60万 | 0.04% | 2,908 | -226 | -7.2% | -$2.53万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $33.36万 | 0.04% | 9,200 | 9,200 | — | $33.36万 | 新建仓 |
| UNP | UNION PAC CORP | $33.80万 | 0.04% | 1,243 | -43 | -3.3% | -$1.17万 | 减仓 |
| SYK | STRYKER CORPORATION | $34.38万 | 0.04% | 1,092 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $34.87万 | 0.04% | 1,611 | 169 | 11.7% | $3.66万 | 加仓 |
| QQQ | INVESCO QQQ TR | $35.05万 | 0.04% | 476 | 476 | — | $35.05万 | 新建仓 |
| ESGV | VANGUARD WORLD FD | $39.90万 | 0.04% | 3,017 | 0 | 0.0% | — | 不变 |
| DGRW | WISDOMTREE TR | $40.66万 | 0.04% | 4,252 | -365 | -7.9% | -$3.49万 | 减仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $40.85万 | 0.04% | 3,531 | 3,531 | — | $40.85万 | 新建仓 |
| AOM | ISHARES TR | $41.92万 | 0.05% | 8,403 | 231 | 2.8% | $1.15万 | 加仓 |
| IEFA | ISHARES TR | $42.72万 | 0.05% | 4,424 | -12 | -0.3% | -$1,159 | 减仓 |
| EFA | ISHARES TR | $45.32万 | 0.05% | 4,363 | 680 | 18.5% | $7.06万 | 加仓 |
| ALB | ALBEMARLE CORP | $46.59万 | 0.05% | 3,450 | 31 | 0.9% | $4,186 | 加仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $46.65万 | 0.05% | 7,306 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $46.98万 | 0.05% | 2,834 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $47.90万 | 0.05% | 2,394 | 1,041 | 76.9% | $20.83万 | 加仓 |
| NULV | NUSHARES ETF TR | $49.61万 | 0.05% | 9,925 | 52 | 0.5% | $2,599 | 加仓 |
| GOOGL | ALPHABET INC | $50.21万 | 0.05% | 1,405 | 660 | 88.6% | $23.59万 | 加仓 |
| MRK | MERCK & CO INC | $50.78万 | 0.06% | 3,952 | 380 | 10.6% | $4.88万 | 加仓 |
| MSFT | MICROSOFT CORP | $54.31万 | 0.06% | 1,456 | 182 | 14.3% | $6.79万 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $54.71万 | 0.06% | 1,524 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $55.29万 | 0.06% | 461 | 41 | 9.8% | $4.92万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $57.21万 | 0.06% | 3,003 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $58.80万 | 0.06% | 3,706 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD INTL EQUITY INDEX F | $59.32万 | 0.06% | 6,700 | 6,700 | — | $59.32万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $60.59万 | 0.07% | 7,465 | -1,765 | -19.1% | -$14.32万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $65.22万 | 0.07% | 2,568 | -55 | -2.1% | -$1.40万 | 减仓 |
| NUMG | NUSHARES ETF TR | $68.45万 | 0.07% | 14,576 | -1 | -0.0% | -$47 | 减仓 |
| ACWI | ISHARES TR | $70.64万 | 0.08% | 4,500 | 0 | 0.0% | — | 不变 |
| NULG | NUSHARES ETF TR | $72.48万 | 0.08% | 6,192 | 113 | 1.9% | $1.32万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $73.32万 | 0.08% | 2,240 | 2,240 | — | $73.32万 | 新建仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $74.70万 | 0.08% | 1,062 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.08% | 1 | 0 | 0.0% | — | 不变 |
| ONTO | ONTO INNOVATION INC | $75.69万 | 0.08% | 2,000 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $81.12万 | 0.09% | 9,686 | -213 | -2.2% | -$1.78万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $83.87万 | 0.09% | 9,555 | -104 | -1.1% | -$9,128 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $91.66万 | 0.10% | 15,908 | -2,612 | -14.1% | -$15.05万 | 减仓 |
| NUMV | NUSHARES ETF TR | $94.86万 | 0.10% | 21,811 | -49 | -0.2% | -$2,131 | 减仓 |
| NUSC | NUSHARES ETF TR | $97.85万 | 0.11% | 18,774 | -227 | -1.2% | -$1.18万 | 减仓 |
| TREX | TREX INC | $102.92万 | 0.11% | 20,568 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $118.16万 | 0.13% | 12,254 | -549 | -4.3% | -$5.29万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $120.44万 | 0.13% | 5,090 | 626 | 14.0% | $14.81万 | 加仓 |
| — | EXXON MOBIL CORP | $127.48万 | 0.14% | 9,324 | 889 | 10.5% | $12.15万 | 加仓 |
| ESGE | ISHARES INC | $134.51万 | 0.15% | 24,595 | -305 | -1.2% | -$1.67万 | 减仓 |
| PFE | PFIZER INC | $140.75万 | 0.15% | 58,450 | 4,866 | 9.1% | $11.72万 | 加仓 |
| XJH | ISHARES TR | $167.42万 | 0.18% | 32,103 | 13 | 0.0% | $678 | 加仓 |
| ESGU | ISHARES TR | $173.48万 | 0.19% | 10,600 | 57 | 0.5% | $9,329 | 加仓 |
| GOOG | ALPHABET INC | $178.68万 | 0.19% | 5,057 | 977 | 23.9% | $34.52万 | 加仓 |
| AOR | ISHARES TR | $182.92万 | 0.20% | 26,320 | 295 | 1.1% | $2.05万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $186.53万 | 0.20% | 6,633 | 5,672 | 590.2% | $159.50万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $188.88万 | 0.21% | 47,068 | 19,485 | 70.6% | $78.19万 | 加仓 |
| VV | VANGUARD INDEX FDS | $207.19万 | 0.23% | 6,025 | -338 | -5.3% | -$11.62万 | 减仓 |
| AAPL | APPLE INC | $212.51万 | 0.23% | 7,344 | -460 | -5.9% | -$13.31万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $244.72万 | 0.27% | 63,088 | 16,506 | 35.4% | $64.03万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $247.57万 | 0.27% | 28,740 | 2,778 | 10.7% | $23.93万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $254.73万 | 0.28% | 6,884 | 695 | 11.2% | $25.72万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $262.52万 | 0.29% | 12,046 | -418 | -3.4% | -$9.11万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $262.70万 | 0.29% | 50,734 | -147 | -0.3% | -$7,612 | 减仓 |
| AOA | ISHARES TR | $268.64万 | 0.29% | 27,525 | 379 | 1.4% | $3.70万 | 加仓 |
| HMOP | HARTFORD FDS EXCHANGE TRADED | $278.62万 | 0.30% | 71,176 | 18,729 | 35.7% | $73.31万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $280.81万 | 0.31% | 3,760 | 115 | 3.2% | $8.59万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $284.90万 | 0.31% | 70,103 | 17,481 | 33.2% | $71.04万 | 加仓 |
| ESGD | ISHARES TR | $287.36万 | 0.31% | 27,951 | 122 | 0.4% | $1.25万 | 加仓 |
| EAGG | ISHARES TR | $323.12万 | 0.35% | 68,155 | 837 | 1.2% | $3.97万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $344.35万 | 0.38% | 118,904 | 6 | 0.0% | $174 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $370.36万 | 0.40% | 51,980 | 744 | 1.5% | $5.30万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $388.24万 | 0.42% | 71,869 | 25,318 | 54.4% | $136.77万 | 加仓 |
| IVW | ISHARES TR | $463.85万 | 0.51% | 33,727 | -237 | -0.7% | -$3.26万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $498.22万 | 0.54% | 13,624 | -244 | -1.8% | -$8.92万 | 减仓 |
| MDYV | SPDR SERIES TRUST | $499.35万 | 0.54% | 52,646 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $513.85万 | 0.56% | 151,846 | -1,188 | -0.8% | -$4.02万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $528.18万 | 0.58% | 75,562 | -310 | -0.4% | -$2.17万 | 减仓 |
| GWX | SPDR INDEX SHS FDS | $546.54万 | 0.60% | 124,894 | -741 | -0.6% | -$3.24万 | 减仓 |
| VB | VANGUARD INDEX FDS | $622.56万 | 0.68% | 20,538 | -1,623 | -7.3% | -$49.20万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $749.26万 | 0.82% | 102,066 | 9,328 | 10.1% | $68.48万 | 加仓 |
| EEM | ISHARES TR | $796.81万 | 0.87% | 116,475 | -1,250 | -1.1% | -$8.55万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $874.84万 | 0.95% | 36,003 | -1,186 | -3.2% | -$28.82万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $886.52万 | 0.97% | 175,271 | -2,102 | -1.2% | -$10.63万 | 减仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $960.55万 | 1.05% | 126,990 | -1,978 | -1.5% | -$14.96万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $991.41万 | 1.08% | 64,256 | -1,143 | -1.7% | -$17.64万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $999.02万 | 1.09% | 106,984 | -572 | -0.5% | -$5.34万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $1,037.62万 | 1.13% | 352,571 | -1,704 | -0.5% | -$5.01万 | 减仓 |
| IJS | ISHARES TR | $1,052.19万 | 1.15% | 76,982 | -4,916 | -6.0% | -$67.19万 | 减仓 |
| IWN | ISHARES TR | $1,094.23万 | 1.19% | 49,468 | -3,779 | -7.1% | -$83.59万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $1,119.45万 | 1.22% | 36,547 | -381 | -1.0% | -$11.67万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $1,202.77万 | 1.31% | 218,646 | -2,815 | -1.3% | -$15.49万 | 减仓 |
| EFV | ISHARES TR | $1,210.33万 | 1.32% | 158,110 | -3,042 | -1.9% | -$23.29万 | 减仓 |
| MMIN | NEW YORK LIFE INVTS ACTIVE E | $1,270.69万 | 1.39% | 524,861 | 22,945 | 4.6% | $55.55万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $1,275.94万 | 1.39% | 129,933 | -6,650 | -4.9% | -$65.30万 | 减仓 |