RTD Financial Advisors, Inc.
Philadelphia PA · SEC CIK 0001810555
$8.14亿2026Q1 申报市值
114持仓数
46.5%前十大占比 · 第一大 12.0%
5 / 4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
IVV 加仓+$402.12万
IWX 加仓+$256.00万
IWY 加仓+$181.63万
GTO 加仓+$122.80万
DFIV 加仓+$113.99万
2026Q1 卖出最多 按季末市值估算
IWP 减仓-$141.10万
IJS 减仓-$78.27万
VYMI 减仓-$73.05万
EFG 减仓-$71.61万
IJT 减仓-$71.26万
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 |
|---|---|---|---|---|---|---|---|---|
| VWO | VANGUARD INTL EQUITY INDEX F | $1,424.53万 | 1.75% | 263,559 | -10,304 | -3.8% | -$55.69万 | 减仓 |
| IWM | ISHARES TR | $1,474.88万 | 1.81% | 59,471 | -2,848 | -4.6% | -$70.63万 | 减仓 |
| TIP | ISHARES TR | $1,547.35万 | 1.90% | 140,209 | 4,248 | 3.1% | $46.88万 | 加仓 |
| IVE | ISHARES TR | $1,581.12万 | 1.94% | 74,881 | -1,713 | -2.2% | -$36.17万 | 减仓 |
| IWD | ISHARES TR | $1,720.06万 | 2.11% | 80,501 | -1,437 | -1.8% | -$30.70万 | 减仓 |
| MUB | ISHARES TR | $1,798.79万 | 2.21% | 169,457 | -5,587 | -3.2% | -$59.31万 | 减仓 |
| VO | VANGUARD INDEX FDS | $1,866.17万 | 2.29% | 64,983 | -33 | -0.1% | -$9,477 | 减仓 |
| IWY | ISHARES TR | $1,935.81万 | 2.38% | 77,793 | 7,299 | 10.4% | $181.63万 | 加仓 |
| EFG | ISHARES TR | $2,084.06万 | 2.56% | 187,130 | -6,430 | -3.3% | -$71.61万 | 减仓 |
| IWS | ISHARES TR | $2,085.73万 | 2.56% | 143,113 | -1,381 | -1.0% | -$20.13万 | 减仓 |
| IWP | ISHARES TR | $2,482.82万 | 3.05% | 193,789 | -11,013 | -5.4% | -$141.10万 | 减仓 |
| IWX | ISHARES TR | $2,501.98万 | 3.07% | 269,988 | 27,625 | 11.4% | $256.00万 | 加仓 |
| IWB | ISHARES TR | $3,370.79万 | 4.14% | 94,537 | -1,275 | -1.3% | -$45.46万 | 减仓 |
| IJR | ISHARES TR | $3,499.54万 | 4.30% | 281,518 | -3,582 | -1.3% | -$44.53万 | 减仓 |
| IWF | ISHARES TR | $3,904.63万 | 4.80% | 91,572 | 296 | 0.3% | $12.62万 | 加仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $3,929.48万 | 4.83% | 839,094 | 26,222 | 3.2% | $122.80万 | 加仓 |
| IJH | ISHARES TR | $4,271.80万 | 5.25% | 632,579 | 3,897 | 0.6% | $26.32万 | 加仓 |
| IVV | ISHARES TR | $9,729.50万 | 11.96% | 148,949 | 6,156 | 4.3% | $402.12万 | 加仓 |