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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $9,729.50万 | 11.96% | 148,949 | 6,156 | 4.3% | $402.12万 | 加仓 |
| IJH | ISHARES TR | $4,271.80万 | 5.25% | 632,579 | 3,897 | 0.6% | $26.32万 | 加仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $3,929.48万 | 4.83% | 839,094 | 26,222 | 3.2% | $122.80万 | 加仓 |
| IWF | ISHARES TR | $3,904.63万 | 4.80% | 91,572 | 296 | 0.3% | $12.62万 | 加仓 |
| IJR | ISHARES TR | $3,499.54万 | 4.30% | 281,518 | -3,582 | -1.3% | -$44.53万 | 减仓 |
| IWB | ISHARES TR | $3,370.79万 | 4.14% | 94,537 | -1,275 | -1.3% | -$45.46万 | 减仓 |
| IWX | ISHARES TR | $2,501.98万 | 3.07% | 269,988 | 27,625 | 11.4% | $256.00万 | 加仓 |
| IWP | ISHARES TR | $2,482.82万 | 3.05% | 193,789 | -11,013 | -5.4% | -$141.10万 | 减仓 |
| IWS | ISHARES TR | $2,085.73万 | 2.56% | 143,113 | -1,381 | -1.0% | -$20.13万 | 减仓 |
| EFG | ISHARES TR | $2,084.06万 | 2.56% | 187,130 | -6,430 | -3.3% | -$71.61万 | 减仓 |
| IWY | ISHARES TR | $1,935.81万 | 2.38% | 77,793 | 7,299 | 10.4% | $181.63万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,866.17万 | 2.29% | 64,983 | -33 | -0.1% | -$9,477 | 减仓 |
| MUB | ISHARES TR | $1,798.79万 | 2.21% | 169,457 | -5,587 | -3.2% | -$59.31万 | 减仓 |
| IWD | ISHARES TR | $1,720.06万 | 2.11% | 80,501 | -1,437 | -1.8% | -$30.70万 | 减仓 |
| IVE | ISHARES TR | $1,581.12万 | 1.94% | 74,881 | -1,713 | -2.2% | -$36.17万 | 减仓 |
| TIP | ISHARES TR | $1,547.35万 | 1.90% | 140,209 | 4,248 | 3.1% | $46.88万 | 加仓 |
| IWM | ISHARES TR | $1,474.88万 | 1.81% | 59,471 | -2,848 | -4.6% | -$70.63万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,424.53万 | 1.75% | 263,559 | -10,304 | -3.8% | -$55.69万 | 减仓 |
| IJT | ISHARES TR | $1,373.63万 | 1.69% | 94,923 | -4,924 | -4.9% | -$71.26万 | 减仓 |
| SCZ | ISHARES TR | $1,339.69万 | 1.65% | 170,857 | -1,443 | -0.8% | -$11.31万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $1,322.67万 | 1.63% | 71,775 | -1,422 | -1.9% | -$26.20万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $1,287.16万 | 1.58% | 136,583 | -7,752 | -5.4% | -$73.05万 | 减仓 |
| IWO | ISHARES TR | $1,282.02万 | 1.58% | 40,853 | -1,996 | -4.7% | -$62.64万 | 减仓 |
| EFV | ISHARES TR | $1,198.16万 | 1.47% | 161,152 | -7,226 | -4.3% | -$53.73万 | 减仓 |
| MMIN | NEW YORK LIFE INVTS ACTIVE E | $1,190.04万 | 1.46% | 501,916 | 8,865 | 1.8% | $21.02万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $1,073.20万 | 1.32% | 221,461 | -7,849 | -3.4% | -$38.04万 | 减仓 |
| IWN | ISHARES TR | $1,009.51万 | 1.24% | 53,247 | -2,169 | -3.9% | -$41.12万 | 减仓 |
| IJS | ISHARES TR | $970.08万 | 1.19% | 81,898 | -6,608 | -7.5% | -$78.27万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $953.46万 | 1.17% | 65,399 | -2,346 | -3.5% | -$34.20万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $951.44万 | 1.17% | 107,556 | -2,201 | -2.0% | -$19.47万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $950.35万 | 1.17% | 36,928 | 1,796 | 5.1% | $46.22万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $908.36万 | 1.12% | 354,275 | -2,861 | -0.8% | -$7.34万 | 减仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $901.49万 | 1.11% | 128,968 | -8,226 | -6.0% | -$57.50万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $884.91万 | 1.09% | 177,373 | -3,450 | -1.9% | -$17.21万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $807.93万 | 0.99% | 37,189 | -884 | -2.3% | -$19.20万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $682.92万 | 0.84% | 92,738 | 2,871 | 3.2% | $21.14万 | 加仓 |
| EEM | ISHARES TR | $668.56万 | 0.82% | 117,725 | -1,758 | -1.5% | -$9.98万 | 减仓 |
| VB | VANGUARD INDEX FDS | $580.43万 | 0.71% | 22,161 | 251 | 1.1% | $6.57万 | 加仓 |
| GWX | SPDR INDEX SHS FDS | $530.56万 | 0.65% | 125,635 | -861 | -0.7% | -$3.64万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $473.82万 | 0.58% | 75,872 | -5,089 | -6.3% | -$31.78万 | 减仓 |
| MDYV | SPDR SERIES TRUST | $448.28万 | 0.55% | 52,646 | -2,319 | -4.2% | -$19.75万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $445.79万 | 0.55% | 153,034 | -4,026 | -2.6% | -$11.73万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $419.15万 | 0.52% | 13,868 | -209 | -1.5% | -$6.32万 | 减仓 |
| IVW | ISHARES TR | $384.17万 | 0.47% | 33,964 | -3,581 | -9.5% | -$40.50万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $328.32万 | 0.40% | 51,236 | -3,986 | -7.2% | -$25.54万 | 减仓 |
| EAGG | ISHARES TR | $320.10万 | 0.39% | 67,318 | 137 | 0.2% | $6,514 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $298.44万 | 0.37% | 118,898 | -817 | -0.7% | -$2.05万 | 减仓 |
| ESGD | ISHARES TR | $266.10万 | 0.33% | 27,829 | 928 | 3.4% | $8.87万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $245.70万 | 0.30% | 46,551 | 21,598 | 86.6% | $113.99万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $244.54万 | 0.30% | 12,464 | 394 | 3.3% | $7.73万 | 加仓 |
| AOA | ISHARES TR | $240.22万 | 0.30% | 27,146 | -2,723 | -9.1% | -$24.10万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $238.68万 | 0.29% | 50,881 | -617 | -1.2% | -$2.89万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $237.07万 | 0.29% | 3,645 | 330 | 10.0% | $21.46万 | 加仓 |
| HMOP | HARTFORD FDS EXCHANGE TRADED | $203.18万 | 0.25% | 52,447 | 28,159 | 115.9% | $109.09万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $198.54万 | 0.24% | 6,189 | 140 | 2.3% | $4.49万 | 加仓 |
| AAPL | APPLE INC | $198.05万 | 0.24% | 7,804 | 397 | 5.4% | $10.08万 | 加仓 |
| VV | VANGUARD INDEX FDS | $190.16万 | 0.23% | 6,363 | 7 | 0.1% | $2,092 | 加仓 |
| VUG | VANGUARD INDEX FDS | $189.00万 | 0.23% | 4,327 | 1,675 | 63.2% | $73.16万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $181.81万 | 0.22% | 52,622 | 32,199 | 157.7% | $111.25万 | 加仓 |
| AOR | ISHARES TR | $167.47万 | 0.21% | 26,025 | 1,382 | 5.6% | $8.89万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $163.22万 | 0.20% | 46,582 | 20,561 | 79.0% | $72.05万 | 加仓 |
| PFE | PFIZER INC | $150.46万 | 0.18% | 53,584 | 651 | 1.2% | $1.83万 | 加仓 |
| ESGU | ISHARES TR | $149.10万 | 0.18% | 10,543 | 693 | 7.0% | $9.80万 | 加仓 |
| XJH | ISHARES TR | $145.59万 | 0.18% | 32,090 | 326 | 1.0% | $1.48万 | 加仓 |
| — | EXXON MOBIL CORP | $143.11万 | 0.18% | 8,435 | 231 | 2.8% | $3.92万 | 加仓 |
| GOOG | ALPHABET INC | $117.04万 | 0.14% | 4,080 | -143 | -3.4% | -$4.10万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $113.56万 | 0.14% | 12,803 | 254 | 2.0% | $2.25万 | 加仓 |
| ESGE | ISHARES INC | $113.22万 | 0.14% | 24,900 | 157 | 0.6% | $7,139 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $112.32万 | 0.14% | 18,520 | 8 | 0.0% | $485 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $108.79万 | 0.13% | 27,583 | 10,524 | 61.7% | $41.51万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $96.00万 | 0.12% | 4,464 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $89.71万 | 0.11% | 9,659 | -469 | -4.6% | -$4.36万 | 减仓 |
| NUSC | NUSHARES ETF TR | $85.62万 | 0.11% | 19,001 | 1,400 | 8.0% | $6.31万 | 加仓 |
| NUMV | NUSHARES ETF TR | $84.75万 | 0.10% | 21,860 | -29 | -0.1% | -$1,124 | 减仓 |
| TREX | TREX INC | $74.91万 | 0.09% | 20,568 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $74.72万 | 0.09% | 9,230 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $74.34万 | 0.09% | 9,899 | 3 | 0.0% | $225 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.09% | 1 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $65.50万 | 0.08% | 1,062 | -543 | -33.8% | -$33.49万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $64.12万 | 0.08% | 2,623 | 230 | 9.6% | $5.62万 | 加仓 |
| ACWI | ISHARES TR | $62.27万 | 0.08% | 4,500 | 4,500 | — | $62.27万 | 新建仓 |
| ALB | ALBEMARLE CORP | $61.38万 | 0.08% | 3,419 | 0 | 0.0% | — | 不变 |
| NUMG | NUSHARES ETF TR | $59.88万 | 0.07% | 14,577 | 263 | 1.8% | $1.08万 | 加仓 |
| CVX | CHEVRON CORPORATION | $58.64万 | 0.07% | 2,834 | 386 | 15.8% | $7.99万 | 加仓 |
| NULG | NUSHARES ETF TR | $55.28万 | 0.07% | 6,079 | 1,901 | 45.5% | $17.29万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $54.34万 | 0.07% | 3,706 | 153 | 4.3% | $2.24万 | 加仓 |
| MSFT | MICROSOFT CORP | $47.16万 | 0.06% | 1,274 | -146 | -10.3% | -$5.40万 | 减仓 |
| NULV | NUSHARES ETF TR | $44.92万 | 0.06% | 9,873 | -14 | -0.1% | -$637 | 减仓 |
| MRK | MERCK & CO INC | $42.97万 | 0.05% | 3,572 | -63 | -1.7% | -$7,578 | 减仓 |
| ONTO | ONTO INNOVATION INC | $41.01万 | 0.05% | 2,000 | 0 | 0.0% | — | 不变 |
| DGRW | WISDOMTREE TR | $40.56万 | 0.05% | 4,617 | 4,617 | — | $40.56万 | 新建仓 |
| IEFA | ISHARES TR | $40.16万 | 0.05% | 4,436 | 689 | 18.4% | $6.24万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $39.91万 | 0.05% | 3,003 | -32 | -1.1% | -$4,252 | 减仓 |
| AOM | ISHARES TR | $38.71万 | 0.05% | 8,172 | -581 | -6.6% | -$2.75万 | 减仓 |
| LLY | ELI LILLY & CO | $38.63万 | 0.05% | 420 | -67 | -13.8% | -$6.16万 | 减仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $38.20万 | 0.05% | 1,524 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $35.88万 | 0.04% | 1,092 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $35.77万 | 0.04% | 3,683 | 0 | 0.0% | — | 不变 |
| RPG | INVESCO EXCHANGE TRADED FD T | $34.15万 | 0.04% | 7,306 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD WORLD FD | $33.87万 | 0.04% | 3,017 | 0 | 0.0% | — | 不变 |