Retirement Solution LLC
REDMOND WA · SEC CIK 0001914606
$5.11亿2026Q2 申报市值
75持仓数
90.1%前十大占比 · 第一大 49.9%
12 / 4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
AAPL 加仓+$667.85万
MSFT 加仓+$316.21万
SBUX 加仓+$162.75万
DFUS 加仓+$137.40万
AMZN 加仓+$120.51万
2026Q2 卖出最多 按季末市值估算
NFLX 清仓-$50.98万
DFAU 减仓-$30.18万
VEA 清仓-$20.18万
DFSE 减仓-$17.99万
XEXGX 清仓-$13.98万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| DFSU | DIMENSIONAL ETF TRUST | $2.55亿 | 49.95% | 5,478,280 | 11,912 | 0.2% | $55.55万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $5,498.16万 | 10.75% | 1,317,557 | 5,943 | 0.5% | $24.80万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $3,672.97万 | 7.18% | 448,251 | 16,768 | 3.9% | $137.40万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3,088.40万 | 6.04% | 696,213 | 9,174 | 1.3% | $40.70万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,552.40万 | 4.99% | 658,005 | 484 | 0.1% | $1.88万 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $1,576.09万 | 3.08% | 349,466 | -566 | -0.2% | -$2.55万 | 减仓 |
| DFSE | DIMENSIONAL ETF TRUST | $1,255.07万 | 2.45% | 256,769 | -3,680 | -1.4% | -$17.99万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,208.44万 | 2.36% | 32,396 | 8,477 | 35.4% | $316.21万 | 加仓 |
| AAPL | APPLE INC | $944.88万 | 1.85% | 32,654 | 23,080 | 241.1% | $667.85万 | 加仓 |
| QQQ | INVESCO QQQ TR | $731.61万 | 1.43% | 9,935 | 1,418 | 16.6% | $104.42万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $500.54万 | 0.98% | 4,336 | 160 | 3.8% | $18.47万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $452.20万 | 0.88% | 87,483 | -5,839 | -6.3% | -$30.18万 | 减仓 |
| AES | AES CORP | $268.17万 | 0.52% | 182,925 | 0 | 0.0% | — | 重新持有 |
| DFAX | DIMENSIONAL ETF TRUST | $266.69万 | 0.52% | 72,393 | -774 | -1.1% | -$2.85万 | 减仓 |
| AMZN | AMAZON COM INC | $257.41万 | 0.50% | 10,800 | 5,056 | 88.0% | $120.51万 | 加仓 |
| SBUX | STARBUCKS CORP | $228.56万 | 0.45% | 22,367 | 15,927 | 247.3% | $162.75万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $205.25万 | 0.40% | 2,988 | -157 | -5.0% | -$10.78万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $164.59万 | 0.32% | 2,204 | 681 | 44.7% | $50.86万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $159.61万 | 0.31% | 1,706 | 105 | 6.6% | $9.82万 | 加仓 |
| LOW | LOWES COS INC | $144.36万 | 0.28% | 6,547 | 102 | 1.6% | $2.25万 | 重新持有 |
| CDNS | CADENCE DESIGN SYSTEM INC | $134.91万 | 0.26% | 3,595 | 11 | 0.3% | $4,128 | 重新持有 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $119.41万 | 0.23% | 2,386 | 13 | 0.5% | $6,506 | 重新持有 |
| GOOGL | ALPHABET INC | $106.11万 | 0.21% | 2,969 | 405 | 15.8% | $14.47万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $96.22万 | 0.19% | 2,600 | 641 | 32.7% | $23.72万 | 加仓 |
| IWF | ISHARES TR | $92.68万 | 0.18% | 7,464 | 448 | 6.4% | $5.56万 | 加仓 |
| HRL | HORMEL FOODS CORP | $79.77万 | 0.16% | 32,140 | 0 | 0.0% | — | 重新持有 |
| NVDA | NVIDIA CORPORATION | $79.26万 | 0.15% | 3,961 | 1,247 | 45.9% | $24.95万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $77.50万 | 0.15% | 8,997 | 1,353 | 17.7% | $11.66万 | 加仓 |
| TSLA | TESLA INC | $75.98万 | 0.15% | 1,806 | -287 | -13.7% | -$12.07万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $69.70万 | 0.14% | 2,479 | 643 | 35.0% | $18.08万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $67.96万 | 0.13% | 3,567 | 145 | 4.2% | $2.76万 | 加仓 |
| GOOG | ALPHABET INC | $64.97万 | 0.13% | 1,839 | 510 | 38.4% | $18.02万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $64.19万 | 0.13% | 1,229 | 4 | 0.3% | $2,089 | 加仓 |
| VGT | VANGUARD WORLD FD | $63.87万 | 0.12% | 5,344 | 48 | 0.9% | $5,737 | 加仓 |
| GLW | CORNING INC | $63.39万 | 0.12% | 2,482 | -47 | -1.9% | -$1.20万 | 减仓 |
| LLY | ELI LILLY & CO | $61.00万 | 0.12% | 509 | 104 | 25.7% | $12.46万 | 加仓 |
| MPLX | MPLX LP | $56.90万 | 0.11% | 10,101 | 10,101 | — | $56.90万 | 新建仓 |
| — | EXXON MOBIL CORP | $51.68万 | 0.10% | 3,780 | 1,554 | 69.8% | $21.25万 | 加仓 |
| VIAV | VIAVI SOLUTIONS INC | $49.66万 | 0.10% | 10,400 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $41.81万 | 0.08% | 1,107 | 197 | 21.6% | $7.44万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $37.08万 | 0.07% | 2,050 | 733 | 55.7% | $13.26万 | 重新持有 |
| JPM | JPMORGAN CHASE & CO | $36.24万 | 0.07% | 1,107 | 45 | 4.2% | $1.47万 | 加仓 |
| BA | BOEING CO | $35.50万 | 0.07% | 1,640 | 365 | 28.6% | $7.90万 | 加仓 |
| GNMA | ISHARES TR | $35.43万 | 0.07% | 8,010 | 65 | 0.8% | $2,875 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $35.31万 | 0.07% | 15,790 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $33.22万 | 0.06% | 2,791 | 3 | 0.1% | $357 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $32.23万 | 0.06% | 16,508 | 5,133 | 45.1% | $10.02万 | 加仓 |
| VB | VANGUARD INDEX FDS | $31.18万 | 0.06% | 1,029 | 172 | 20.1% | $5.21万 | 加仓 |
| EFG | ISHARES TR | $31.11万 | 0.06% | 2,500 | 11 | 0.4% | $1,369 | 加仓 |
| WMT | WALMART INC | $30.66万 | 0.06% | 2,707 | 577 | 27.1% | $6.54万 | 重新持有 |
| IWD | ISHARES TR | $30.20万 | 0.06% | 1,246 | 88 | 7.6% | $2.13万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $29.10万 | 0.06% | 3,522 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $29.09万 | 0.06% | 1,335 | 74 | 5.9% | $1.61万 | 加仓 |
| CSCO | CISCO SYS INC | $27.98万 | 0.05% | 2,382 | 2,382 | — | $27.98万 | 新建仓 |
| META | META PLATFORMS INC | $27.77万 | 0.05% | 493 | 110 | 28.7% | $6.20万 | 加仓 |
| ITOT | ISHARES TR | $27.53万 | 0.05% | 1,676 | 4 | 0.2% | $657 | 加仓 |
| CTAS | CINTAS CORP | $26.69万 | 0.05% | 1,569 | -9 | -0.6% | -$1,531 | 减仓 |
| IVV | ISHARES TR | $26.29万 | 0.05% | 351 | -60 | -14.6% | -$4.49万 | 重新持有 |
| JNJ | JOHNSON & JOHNSON | $25.13万 | 0.05% | 990 | 990 | — | $25.13万 | 新建仓 |
| IWM | ISHARES TR | $25.07万 | 0.05% | 834 | 834 | — | $25.07万 | 新建仓 |
| MSI | MOTOROLA SOLUTIONS INC | $24.74万 | 0.05% | 596 | 3 | 0.5% | $1,246 | 重新持有 |
| PLTR | PALANTIR TECHNOLOGIES INC | $23.86万 | 0.05% | 2,045 | 17 | 0.8% | $1,983 | 重新持有 |
| GE | GE AEROSPACE | $23.20万 | 0.05% | 621 | 621 | — | $23.20万 | 新建仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $23.17万 | 0.05% | 662 | 662 | — | $23.17万 | 新建仓 |
| IWR | ISHARES TR | $22.63万 | 0.04% | 2,051 | 2,051 | — | $22.63万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $22.19万 | 0.04% | 3,718 | 3,718 | — | $22.19万 | 新建仓 |
| HD | HOME DEPOT INC | $21.21万 | 0.04% | 601 | 601 | — | $21.21万 | 新建仓 |
| EFV | ISHARES TR | $21.03万 | 0.04% | 2,747 | 2,747 | — | $21.03万 | 新建仓 |
| VBK | VANGUARD INDEX FDS | $21.01万 | 0.04% | 575 | 575 | — | $21.01万 | 新建仓 |
| MO | ALTRIA GROUP INC | $20.64万 | 0.04% | 2,869 | 2,869 | — | $20.64万 | 新建仓 |
| NOK | NOKIA CORP | $20.42万 | 0.04% | 15,379 | 93 | 0.6% | $1,235 | 加仓 |
| DAKT | DAKTRONICS INC | $19.56万 | 0.04% | 10,000 | 0 | 0.0% | — | 不变 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $15.67万 | 0.03% | 14,057 | -320 | -2.2% | -$3,568 | 减仓 |
| EGY | VAALCO ENERGY INC | $7.69万 | 0.02% | 15,144 | 0 | 0.0% | — | 不变 |
| UIS | UNISYS CORP | $6.88万 | 0.01% | 18,800 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -5,302 | -100.0% | -$50.98万 | 清仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $0 | 0.00% | 0 | -3,149 | -100.0% | -$20.18万 | 清仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $0 | 0.00% | 0 | -16,141 | -100.0% | -$13.98万 | 清仓 |
| — | CPS TECHNOLOGIES CORP | $0 | 0.00% | 0 | -15,000 | -100.0% | -$5.61万 | 清仓 |