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 |
|---|---|---|---|---|---|---|---|---|
| VOE | VANGUARD INDEX FDS | $1,380.95万 | 1.51% | 69,886 | -1,889 | -2.6% | -$37.33万 | 减仓 |
| SCZ | ISHARES TR | $1,394.56万 | 1.52% | 169,510 | -1,347 | -0.8% | -$11.08万 | 减仓 |
| IWO | ISHARES TR | $1,557.33万 | 1.70% | 39,530 | -1,323 | -3.2% | -$52.12万 | 减仓 |
| TIP | ISHARES TR | $1,558.48万 | 1.70% | 142,418 | 2,209 | 1.6% | $24.17万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,566.13万 | 1.71% | 262,377 | -1,182 | -0.4% | -$7.06万 | 减仓 |
| IJT | ISHARES TR | $1,583.34万 | 1.73% | 88,653 | -6,270 | -6.6% | -$111.98万 | 减仓 |
| IVE | ISHARES TR | $1,692.38万 | 1.85% | 74,534 | -347 | -0.5% | -$7.88万 | 减仓 |
| IWM | ISHARES TR | $1,724.36万 | 1.88% | 57,392 | -2,079 | -3.5% | -$62.46万 | 减仓 |
| MUB | ISHARES TR | $1,784.80万 | 1.95% | 165,842 | -3,615 | -2.1% | -$38.90万 | 减仓 |
| IWD | ISHARES TR | $1,921.60万 | 2.10% | 79,264 | -1,237 | -1.5% | -$29.99万 | 减仓 |
| VO | VANGUARD INDEX FDS | $2,067.95万 | 2.26% | 256,666 | -3,266 | -1.3% | -$26.31万 | 减仓 |
| EFG | ISHARES TR | $2,268.66万 | 2.47% | 182,339 | -4,791 | -2.6% | -$59.61万 | 减仓 |
| IWY | ISHARES TR | $2,342.37万 | 2.55% | 80,599 | 2,806 | 3.6% | $81.55万 | 加仓 |
| IWS | ISHARES TR | $2,365.36万 | 2.58% | 143,704 | 591 | 0.4% | $9.73万 | 加仓 |
| IWP | ISHARES TR | $2,861.41万 | 3.12% | 195,438 | 1,649 | 0.9% | $24.14万 | 加仓 |
| IWX | ISHARES TR | $2,943.19万 | 3.21% | 279,877 | 9,889 | 3.7% | $103.99万 | 加仓 |
| IWB | ISHARES TR | $3,825.95万 | 4.17% | 93,430 | -1,107 | -1.2% | -$45.33万 | 减仓 |
| IJR | ISHARES TR | $4,025.53万 | 4.39% | 271,427 | -10,091 | -3.6% | -$149.66万 | 减仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $4,062.92万 | 4.43% | 866,849 | 27,755 | 3.3% | $130.09万 | 加仓 |
| IWF | ISHARES TR | $4,485.35万 | 4.89% | 361,227 | -5,061 | -1.4% | -$62.84万 | 减仓 |
| IJH | ISHARES TR | $4,935.39万 | 5.38% | 640,045 | 7,466 | 1.2% | $57.57万 | 加仓 |
| IVV | ISHARES TR | $1.14亿 | 12.39% | 151,738 | 2,789 | 1.9% | $208.87万 | 加仓 |