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 |
|---|---|---|---|---|---|---|---|---|
| IEFA | ISHARES TR | $42.72万 | 0.05% | 4,424 | -12 | -0.3% | -$1,159 | 减仓 |
| AOM | ISHARES TR | $41.92万 | 0.05% | 8,403 | 231 | 2.8% | $1.15万 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $40.85万 | 0.04% | 3,531 | 3,531 | — | $40.85万 | 新建仓 |
| DGRW | WISDOMTREE TR | $40.66万 | 0.04% | 4,252 | -365 | -7.9% | -$3.49万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $39.90万 | 0.04% | 3,017 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $35.05万 | 0.04% | 476 | 476 | — | $35.05万 | 新建仓 |
| BA | BOEING CO | $34.87万 | 0.04% | 1,611 | 169 | 11.7% | $3.66万 | 加仓 |
| SYK | STRYKER CORPORATION | $34.38万 | 0.04% | 1,092 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $33.80万 | 0.04% | 1,243 | -43 | -3.3% | -$1.17万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $33.36万 | 0.04% | 9,200 | 9,200 | — | $33.36万 | 新建仓 |
| MDYG | SPDR SERIES TRUST | $32.60万 | 0.04% | 2,908 | -226 | -7.2% | -$2.53万 | 减仓 |
| BAC | BANK OF AMER CORP | $31.78万 | 0.03% | 5,578 | 1,147 | 25.9% | $6.54万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $29.50万 | 0.03% | 1,880 | -99 | -5.0% | -$1.55万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $28.47万 | 0.03% | 685 | 685 | — | $28.47万 | 新建仓 |
| MCD | MCDONALDS CORP | $28.20万 | 0.03% | 1,043 | -36 | -3.3% | -$9,733 | 减仓 |
| WTRG | ESSENTIAL UTILS INC | $27.21万 | 0.03% | 7,103 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $25.92万 | 0.03% | 2,827 | 0 | 0.0% | — | 不变 |
| ESML | ISHARES TR | $23.61万 | 0.03% | 4,221 | 4,221 | — | $23.61万 | 新建仓 |
| EZM | WISDOMTREE TR | $21.54万 | 0.02% | 2,842 | -1,948 | -40.7% | -$14.76万 | 减仓 |
| OMER | OMEROS CORP | $11.13万 | 0.01% | 11,700 | 11,700 | — | $11.13万 | 新建仓 |
| 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 |