Retirement Investment Advisors, Inc.
OKLAHOMA CITY OK · SEC CIK 0001957886
$14.03亿2026Q2 申报市值
66持仓数
93.5%前十大占比 · 第一大 22.2%
4 / 5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
VUG 加仓+$1,428.20万
MUB 加仓+$1,271.23万
VTV 加仓+$1,017.72万
BIV 加仓+$822.58万
IEFA 加仓+$574.62万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$443.36万
TXN 清仓-$57.55万
VTEB 减仓-$25.20万
ROK 清仓-$21.32万
THOMSON REUTERS 清仓-$20.75万
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 |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | $3.12亿 | 22.24% | 1,422,244 | 46,395 | 3.4% | $1,017.72万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $2.87亿 | 20.44% | 3,327,139 | 165,781 | 5.2% | $1,428.20万 | 加仓 |
| IEFA | ISHARES TR | $2.06亿 | 14.71% | 2,145,326 | 59,763 | 2.9% | $574.62万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $1.38亿 | 9.85% | 1,825,373 | 108,635 | 6.3% | $822.58万 | 加仓 |
| IEMG | ISHARES INC | $1.09亿 | 7.74% | 1,383,266 | -1,283 | -0.1% | -$10.07万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $9,632.95万 | 6.87% | 398,418 | 4,459 | 1.1% | $107.81万 | 加仓 |
| MUB | ISHARES TR | $5,804.91万 | 4.14% | 543,022 | 118,918 | 28.0% | $1,271.23万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $5,095.78万 | 3.63% | 1,064,060 | 68,131 | 6.8% | $326.28万 | 加仓 |
| EMB | BLACKROCK ETF TRUST | $2,942.64万 | 2.10% | 308,517 | 17,095 | 5.9% | $163.05万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $2,521.78万 | 1.80% | 72,220 | 9,608 | 15.3% | $335.49万 | 加仓 |
| HYLB | DBX ETF TR | $1,995.94万 | 1.42% | 550,451 | 21,292 | 4.0% | $77.20万 | 加仓 |
| HYD | VANECK ETF TRUST | $868.87万 | 0.62% | 169,817 | 22,420 | 15.2% | $114.71万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $641.40万 | 0.46% | 187,435 | 31,564 | 20.3% | $108.01万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $535.58万 | 0.38% | 106,540 | -5,012 | -4.5% | -$25.20万 | 减仓 |
| QQQ | INVESCO QQQ TR | $466.06万 | 0.33% | 6,547 | -245 | -3.6% | -$17.44万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $384.13万 | 0.27% | 55,065 | 12,576 | 29.6% | $87.73万 | 加仓 |
| IVV | ISHARES TR | $339.87万 | 0.24% | 4,516 | 121 | 2.8% | $9.11万 | 加仓 |
| SDY | SPDR SER TR | $235.76万 | 0.17% | 15,253 | -246 | -1.6% | -$3.80万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $218.68万 | 0.16% | 26,101 | -142 | -0.5% | -$1.19万 | 减仓 |
| AAPL | APPLE INC | $212.53万 | 0.15% | 6,698 | 232 | 3.6% | $7.36万 | 加仓 |
| IJR | ISHARES TR | $205.34万 | 0.15% | 14,161 | -1 | -0.0% | -$145 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $193.69万 | 0.14% | 32,946 | 6,519 | 24.7% | $38.33万 | 加仓 |
| SPY | SPDR S&P 500 ETF TR | $179.05万 | 0.13% | 2,390 | -87 | -3.5% | -$6.52万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $158.15万 | 0.11% | 3,183 | -95 | -2.9% | -$4.72万 | 减仓 |
| — | SEI EXCHANGE TRADED FUNDS | $148.33万 | 0.11% | 59,533 | 59,533 | — | $148.33万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $144.53万 | 0.10% | 7,101 | -243 | -3.3% | -$4.95万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $128.11万 | 0.09% | 5,980 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $125.49万 | 0.09% | 15,996 | -38 | -0.2% | -$2,981 | 减仓 |
| OKE | ONEOK INC NEW | $122.49万 | 0.09% | 13,356 | 130 | 1.0% | $1.19万 | 加仓 |
| PSX | PHILLIPS 66 | $114.45万 | 0.08% | 5,772 | -915 | -13.7% | -$18.14万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $108.84万 | 0.08% | 3,750 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $107.65万 | 0.08% | 4,898 | -36 | -0.7% | -$7,912 | 减仓 |
| WMT | WALMART INC | $98.95万 | 0.07% | 8,621 | 660 | 8.3% | $7.58万 | 加仓 |
| ITOT | ISHARES TR | $98.04万 | 0.07% | 5,971 | -65 | -1.1% | -$1.07万 | 减仓 |
| TSLA | TESLA INC | $95.61万 | 0.07% | 2,422 | -27 | -1.1% | -$1.07万 | 减仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $81.44万 | 0.06% | 10,368 | -3 | -0.0% | -$236 | 减仓 |
| VTI | VANGUARD INDEX FDS | $73.88万 | 0.05% | 1,998 | 69 | 3.6% | $2.55万 | 加仓 |
| IAGG | ISHARES TR | $73.70万 | 0.05% | 14,793 | 6,121 | 70.6% | $30.49万 | 加仓 |
| IWM | ISHARES TR | $63.89万 | 0.05% | 2,177 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $61.60万 | 0.04% | 5,459 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $55.55万 | 0.04% | 28,467 | 254 | 0.9% | $4,956 | 加仓 |
| OGE | OGE ENERGY CORP | $54.06万 | 0.04% | 11,034 | -2,497 | -18.5% | -$12.23万 | 减仓 |
| VGT | VANGUARD WORLD FD | $43.37万 | 0.03% | 3,752 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $42.82万 | 0.03% | 1,661 | 50 | 3.1% | $1.29万 | 加仓 |
| MSFT | MICROSOFT CORP | $39.57万 | 0.03% | 1,012 | 255 | 33.7% | $9.97万 | 加仓 |
| HYMB | SPDR SER TR | $38.99万 | 0.03% | 15,461 | 6,608 | 74.6% | $16.67万 | 加仓 |
| SFNC | SIMMONS 1ST NATL CORP | $34.47万 | 0.02% | 15,000 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES TR | $33.14万 | 0.02% | 3,297 | -156 | -4.5% | -$1.57万 | 减仓 |
| GOOG | ALPHABET INC | $32.54万 | 0.02% | 928 | 144 | 18.4% | $5.05万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $32.13万 | 0.02% | 600 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $31.59万 | 0.02% | 6,385 | 48 | 0.8% | $2,374 | 加仓 |
| VOO | VANGUARD INDEX FDS | $30.53万 | 0.02% | 444 | 10 | 2.3% | $6,877 | 加仓 |
| RTX | RTX CORPORATION | $28.52万 | 0.02% | 1,452 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO DEL | $27.66万 | 0.02% | 19,973 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $27.48万 | 0.02% | 1,008 | 5 | 0.5% | $1,363 | 加仓 |
| SHEL | SHELL PLC | $26.17万 | 0.02% | 3,130 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $25.40万 | 0.02% | 6,900 | 129 | 1.9% | $4,748 | 加仓 |
| MRK | MERCK & CO INC | $25.09万 | 0.02% | 2,023 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $24.82万 | 0.02% | 704 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $24.36万 | 0.02% | 985 | 25 | 2.6% | $6,183 | 加仓 |
| EFA | ISHARES TR | $24.18万 | 0.02% | 2,342 | 2,342 | — | $24.18万 | 新建仓 |
| RCL | ROYAL CARIBBEAN GROUP | $23.09万 | 0.02% | 800 | 0 | 0.0% | — | 不变 |
| DGRW | WISDOMTREE TR | $22.41万 | 0.02% | 2,321 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $21.53万 | 0.02% | 2,892 | -2,072 | -41.7% | -$15.43万 | 减仓 |
| BANF | BANCFIRST CORP | $21.49万 | 0.02% | 1,870 | 1,870 | — | $21.49万 | 新建仓 |
| TTE | TOTALENERGIES SE | $20.37万 | 0.01% | 2,516 | 2,516 | — | $20.37万 | 新建仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -36,842 | -100.0% | -$443.36万 | 清仓 |
| TXN | TEXAS INSTRS INC | $0 | 0.00% | 0 | -3,317 | -100.0% | -$57.55万 | 清仓 |
| ROK | ROCKWELL AUTOMATION INC | $0 | 0.00% | 0 | -548 | -100.0% | -$21.32万 | 清仓 |
| — | THOMSON REUTERS CORP. | $0 | 0.00% | 0 | -1,573 | -100.0% | -$20.75万 | 清仓 |
| COHR | COHERENT CORP | $0 | 0.00% | 0 | -1,121 | -100.0% | -$20.69万 | 清仓 |