Retirement Solution LLC
REDMOND WA · SEC CIK 0001914606
$4.23亿2026Q1 申报市值
57持仓数
93.9%前十大占比 · 第一大 53.1%
10 / 3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
DIMENSIONAL ETF 加仓+$249.47万
DFSU 加仓+$173.31万
MSFT 加仓+$83.95万
DIA 新建仓+$56.75万
NFLX 新建仓+$50.98万
2026Q1 卖出最多 按季末市值估算
AAPL 减仓-$549.10万
DFUS 减仓-$237.86万
SBUX 减仓-$133.44万
QQQ 减仓-$81.67万
SPY 减仓-$38.16万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| AES | AES CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LOW | LOWES COS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CDNS | CADENCE DESIGN SYSTEM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HRL | HORMEL FOODS CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,845 | -100.0% | -$35.97万 | 清仓 |
| IVV | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -970 | -100.0% | -$25.71万 | 清仓 |
| WMT | WALMART INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MSI | MOTOROLA SOLUTIONS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PM | PHILIP MORRIS INTL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| INTU | INTUIT | $0 | 0.00% | 0 | -314 | -100.0% | -$20.78万 | 清仓 |
| UIS | UNISYS CORP | $3.89万 | 0.01% | 18,800 | 0 | 0.0% | — | 不变 |
| — | CPS TECHNOLOGIES CORP | $5.61万 | 0.01% | 15,000 | 15,000 | — | $5.61万 | 新建仓 |
| EGY | VAALCO ENERGY INC | $9.60万 | 0.02% | 15,144 | 0 | 0.0% | — | 不变 |
| NOK | NOKIA CORP | $12.29万 | 0.03% | 15,286 | 50 | 0.3% | $402 | 加仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $13.98万 | 0.03% | 16,141 | 342 | 2.2% | $2,962 | 加仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $16.20万 | 0.04% | 14,377 | 320 | 2.3% | $3,606 | 加仓 |
| DAKT | DAKTRONICS INC | $19.55万 | 0.05% | 10,000 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $20.18万 | 0.05% | 3,149 | 3,149 | — | $20.18万 | 新建仓 |
| META | META PLATFORMS INC | $21.88万 | 0.05% | 383 | 383 | — | $21.88万 | 新建仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $22.22万 | 0.05% | 11,375 | -3,589 | -24.0% | -$7.01万 | 减仓 |
| VB | VANGUARD INDEX FDS | $22.46万 | 0.05% | 857 | 2 | 0.2% | $524 | 加仓 |
| ITOT | ISHARES TR | $23.82万 | 0.06% | 1,672 | 3 | 0.2% | $427 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $23.92万 | 0.06% | 587 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $24.74万 | 0.06% | 1,261 | 1,261 | — | $24.74万 | 新建仓 |
| IWD | ISHARES TR | $24.75万 | 0.06% | 1,158 | -79 | -6.4% | -$1.69万 | 减仓 |
| BA | BOEING CO | $25.38万 | 0.06% | 1,275 | -221 | -14.8% | -$4.40万 | 减仓 |
| CTAS | CINTAS CORP | $26.70万 | 0.06% | 1,578 | -59 | -3.6% | -$9,982 | 减仓 |
| SPYG | SPDR SERIES TRUST | $27.30万 | 0.06% | 2,788 | 4 | 0.1% | $392 | 加仓 |
| EFG | ISHARES TR | $27.72万 | 0.07% | 2,489 | 299 | 13.7% | $3.33万 | 加仓 |
| AVGO | BROADCOM INC | $28.17万 | 0.07% | 910 | 265 | 41.1% | $8.20万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $31.25万 | 0.07% | 1,062 | 1,062 | — | $31.25万 | 新建仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $33.40万 | 0.08% | 15,790 | -429 | -2.6% | -$9,073 | 减仓 |
| GLW | CORNING INC | $34.39万 | 0.08% | 2,529 | 54 | 2.2% | $7,343 | 加仓 |
| VIAV | VIAVI SOLUTIONS INC | $34.61万 | 0.08% | 10,400 | 0 | 0.0% | — | 不变 |
| GNMA | ISHARES TR | $35.22万 | 0.08% | 7,945 | -300 | -3.6% | -$1.33万 | 减仓 |
| LLY | ELI LILLY & CO | $37.27万 | 0.09% | 405 | 405 | — | $37.27万 | 新建仓 |
| — | EXXON MOBIL CORP | $37.77万 | 0.09% | 2,226 | 2,226 | — | $37.77万 | 新建仓 |
| GOOG | ALPHABET INC | $38.13万 | 0.09% | 1,329 | 1,329 | — | $38.13万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $44.51万 | 0.11% | 1,836 | 512 | 38.7% | $12.41万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $45.48万 | 0.11% | 3,422 | 4 | 0.1% | $532 | 加仓 |
| VGT | VANGUARD WORLD FD | $46.16万 | 0.11% | 662 | -4 | -0.6% | -$2,789 | 减仓 |
| NVDA | NVIDIA CORPORATION | $47.33万 | 0.11% | 2,714 | -86 | -3.1% | -$1.50万 | 减仓 |
| NFLX | NETFLIX INC. | $50.98万 | 0.12% | 5,302 | 5,302 | — | $50.98万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $55.64万 | 0.13% | 1,274 | 18 | 1.4% | $7,861 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $56.75万 | 0.13% | 1,225 | 1,225 | — | $56.75万 | 新建仓 |
| SBUX | STARBUCKS CORP | $57.70万 | 0.14% | 6,440 | -14,894 | -69.8% | -$133.44万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $62.84万 | 0.15% | 1,959 | 432 | 28.3% | $13.86万 | 加仓 |
| GOOGL | ALPHABET INC | $73.74万 | 0.17% | 2,564 | 1,210 | 89.4% | $34.80万 | 加仓 |
| IWF | ISHARES TR | $74.79万 | 0.18% | 1,754 | -122 | -6.5% | -$5.20万 | 减仓 |
| TSLA | TESLA INC | $77.80万 | 0.18% | 2,093 | 478 | 29.6% | $17.77万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $99.02万 | 0.23% | 1,523 | -587 | -27.8% | -$38.16万 | 减仓 |
| AMZN | AMAZON COM INC | $119.62万 | 0.28% | 5,744 | -1,281 | -18.2% | -$26.68万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $141.09万 | 0.33% | 4,176 | -517 | -11.0% | -$17.47万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $159.49万 | 0.38% | 1,601 | -27 | -1.7% | -$2.69万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $187.90万 | 0.44% | 3,145 | 673 | 27.2% | $40.21万 | 加仓 |
| AAPL | APPLE INC | $242.98万 | 0.57% | 9,574 | -21,636 | -69.3% | -$549.10万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $248.55万 | 0.59% | 73,167 | -1,238 | -1.7% | -$4.21万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $421.07万 | 1.00% | 93,322 | 5,561 | 6.3% | $25.09万 | 加仓 |
| QQQ | INVESCO QQQ TR | $491.60万 | 1.16% | 8,517 | -1,415 | -14.2% | -$81.67万 | 减仓 |
| MSFT | MICROSOFT CORP | $885.41万 | 2.09% | 23,919 | 2,268 | 10.5% | $83.95万 | 加仓 |
| DFSE | DIMENSIONAL ETF TRUST | $1,103.52万 | 2.61% | 260,449 | -2,983 | -1.1% | -$12.64万 | 减仓 |
| DFSI | DIMENSIONAL ETF TRUST | $1,484.14万 | 3.51% | 350,032 | -5,395 | -1.5% | -$22.87万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $2,303.95万 | 5.45% | 657,521 | 4,569 | 0.7% | $16.01万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,669.83万 | 6.32% | 687,039 | 64,196 | 10.3% | $249.47万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $3,059.65万 | 7.24% | 431,483 | -33,544 | -7.2% | -$237.86万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $4,821.49万 | 11.40% | 1,311,614 | 13,049 | 1.0% | $47.97万 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $2.25亿 | 53.13% | 5,466,368 | 42,178 | 0.8% | $173.31万 | 加仓 |