Retirement Investment Advisors, Inc.
OKLAHOMA CITY OK · SEC CIK 0001957886
$12.42亿2026Q1 申报市值
67持仓数
93.2%前十大占比 · 第一大 21.2%
2 / 0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
VOO 新建仓+$26.64万
EPD 新建仓+$25.49万
IEFA 加仓+$19.77万
MUB 加仓+$13.41万
HYD 加仓+$13.25万
2026Q1 卖出最多 按季末市值估算
本季没有卖出
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 |
|---|---|---|---|---|---|---|---|---|
| COHR | COHERENT CORP | $20.69万 | 0.02% | 1,121 | 0 | 0.0% | — | 不变 |
| — | THOMSON REUTERS CORP. | $20.75万 | 0.02% | 1,573 | 0 | 0.0% | — | 不变 |
| DGRW | WISDOMTREE TR | $20.76万 | 0.02% | 2,321 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $21.29万 | 0.02% | 2,023 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $21.32万 | 0.02% | 548 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $22.04万 | 0.02% | 704 | 0 | 0.0% | — | 不变 |
| HYMB | SPDR SER TR | $22.08万 | 0.02% | 8,853 | 135 | 1.5% | $3,367 | 加仓 |
| AMZN | AMAZON COM INC | $22.16万 | 0.02% | 960 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP | $22.31万 | 0.02% | 800 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $23.36万 | 0.02% | 3,130 | 187 | 6.4% | $1.40万 | 加仓 |
| GOOG | ALPHABET INC | $24.60万 | 0.02% | 784 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $25.49万 | 0.02% | 6,771 | 6,771 | — | $25.49万 | 新建仓 |
| F | FORD MTR CO DEL | $26.20万 | 0.02% | 19,973 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $26.63万 | 0.02% | 1,452 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $26.64万 | 0.02% | 434 | 434 | — | $26.64万 | 新建仓 |
| SPDW | SPDR INDEX SHS FDS | $28.15万 | 0.02% | 6,337 | 51 | 0.8% | $2,265 | 加仓 |
| SFNC | SIMMONS 1ST NATL CORP | $28.27万 | 0.02% | 15,000 | 0 | 0.0% | — | 不变 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $29.23万 | 0.02% | 600 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $29.84万 | 0.02% | 4,964 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $30.65万 | 0.02% | 1,003 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $33.34万 | 0.03% | 1,611 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES TR | $34.66万 | 0.03% | 3,453 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $35.35万 | 0.03% | 469 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $36.61万 | 0.03% | 757 | 0 | 0.0% | — | 不变 |
| IAGG | ISHARES TR | $43.37万 | 0.03% | 8,672 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $51.10万 | 0.04% | 5,459 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $51.49万 | 0.04% | 28,213 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $53.59万 | 0.04% | 2,177 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $57.55万 | 0.05% | 3,317 | 0 | 0.0% | — | 不变 |
| OGE | OGE ENERGY CORP | $57.78万 | 0.05% | 13,531 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $64.67万 | 0.05% | 1,929 | 0 | 0.0% | — | 不变 |
| PWV | INVESCO EXCHANGE TRADED FD T | $69.02万 | 0.06% | 10,371 | 104 | 1.0% | $6,921 | 加仓 |
| PSX | PHILLIPS 66 | $86.29万 | 0.07% | 6,687 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $88.69万 | 0.07% | 7,961 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $89.41万 | 0.07% | 4,934 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $89.75万 | 0.07% | 6,036 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $99.27万 | 0.08% | 13,226 | 1,221 | 10.2% | $9.16万 | 加仓 |
| TSLA | TESLA INC | $110.14万 | 0.09% | 2,449 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $111.08万 | 0.09% | 3,750 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $114.55万 | 0.09% | 5,980 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $127.84万 | 0.10% | 16,034 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $136.97万 | 0.11% | 7,344 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $142.07万 | 0.11% | 26,427 | 28 | 0.1% | $1,505 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $164.77万 | 0.13% | 3,278 | 0 | 0.0% | — | 不变 |
| SPY | SPDR S&P 500 ETF TR | $168.91万 | 0.14% | 2,477 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $170.23万 | 0.14% | 14,162 | 64 | 0.5% | $7,693 | 加仓 |
| AAPL | APPLE INC | $175.78万 | 0.14% | 6,466 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $197.99万 | 0.16% | 26,243 | 50 | 0.2% | $3,772 | 加仓 |
| SDY | BLACKROCK ETF TRUST | $215.71万 | 0.17% | 15,499 | 39 | 0.3% | $5,428 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $265.43万 | 0.21% | 42,489 | 826 | 2.0% | $5.16万 | 加仓 |
| IVV | ISHARES TR | $301.03万 | 0.24% | 4,395 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $417.11万 | 0.34% | 6,792 | 35 | 0.5% | $2.15万 | 加仓 |
| — | EXXON MOBIL CORP | $443.36万 | 0.36% | 36,842 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $461.53万 | 0.37% | 155,871 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $561.00万 | 0.45% | 111,552 | 0 | 0.0% | — | 不变 |
| HYD | VANECK ETF TRUST | $753.49万 | 0.61% | 147,397 | 2,592 | 1.8% | $13.25万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $1,891.57万 | 1.52% | 62,612 | 133 | 0.2% | $4.02万 | 加仓 |
| HYLB | DBX ETF TR | $1,948.89万 | 1.57% | 529,159 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES TR | $2,805.81万 | 2.26% | 291,422 | 64 | 0.0% | $6,162 | 加仓 |
| MUB | ISHARES TR | $4,542.58万 | 3.66% | 424,104 | 1,252 | 0.3% | $13.41万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $4,812.33万 | 3.87% | 995,929 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $8,343.66万 | 6.72% | 393,959 | 244 | 0.1% | $5.17万 | 加仓 |
| IEMG | ISHARES INC | $9,306.94万 | 7.49% | 1,384,549 | 1,863 | 0.1% | $12.52万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $1.34亿 | 10.76% | 1,716,738 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $1.87亿 | 15.02% | 2,085,563 | 2,210 | 0.1% | $19.77万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $2.57亿 | 20.69% | 526,893 | 32 | 0.0% | $1.56万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $2.63亿 | 21.15% | 1,375,849 | 0 | 0.0% | — | 不变 |