RETIREMENT FINANCIAL SOLUTIONS, LLC
KNOXVILLE TN · SEC CIK 0001962532
$3.50亿2026Q1 申报市值
53持仓数
55.5%前十大占比 · 第一大 10.7%
7 / 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
MOO 新建仓+$1,161.28万
GRNY 新建仓+$1,127.33万
VEU 新建仓+$1,077.38万
BCI 加仓+$1,047.97万
SCHP 新建仓+$599.34万
2026Q1 卖出最多 按季末市值估算
SPMD 减仓-$1,060.07万
QQQM 减仓-$1,022.46万
EPS 清仓-$578.58万
IEF 减仓-$528.67万
DIA 减仓-$523.96万
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 |
|---|---|---|---|---|---|---|---|---|
| AVUS | AMERICAN CENTY ETF TR | $3,735.36万 | 10.68% | 335,974 | 2,782 | 0.8% | $30.93万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $2,370.49万 | 6.78% | 214,582 | 1,558 | 0.7% | $17.21万 | 加仓 |
| AVSC | AMERICAN CENTY ETF TR | $2,347.78万 | 6.71% | 376,850 | 6,967 | 1.9% | $43.40万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $2,107.19万 | 6.02% | 275,306 | 5,455 | 2.0% | $41.75万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $1,762.55万 | 5.04% | 318,408 | 2,967 | 0.9% | $16.42万 | 加仓 |
| QQQJ | INVESCO EXCH TRADED FD TR II | $1,650.34万 | 4.72% | 455,769 | 11,845 | 2.7% | $42.89万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,622.12万 | 4.64% | 300,115 | 7,240 | 2.5% | $39.13万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,443.42万 | 4.13% | 470,475 | -16,944 | -3.5% | -$51.98万 | 减仓 |
| IEF | ISHARES TR | $1,194.25万 | 3.41% | 125,131 | -55,393 | -30.7% | -$528.67万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,165.04万 | 3.33% | 144,582 | 1,512 | 1.1% | $12.18万 | 加仓 |
| MOO | VANECK ETF TRUST | $1,161.28万 | 3.32% | 137,429 | 137,429 | — | $1,161.28万 | 新建仓 |
| SPMD | SPDR SERIES TRUST | $1,142.71万 | 3.27% | 192,961 | -179,006 | -48.1% | -$1,060.07万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,130.31万 | 3.23% | 58,895 | 676 | 1.2% | $12.97万 | 加仓 |
| GRNY | TIDAL TRUST I | $1,127.33万 | 3.22% | 472,278 | 472,278 | — | $1,127.33万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $1,116.57万 | 3.19% | 24,106 | -11,312 | -31.9% | -$523.96万 | 减仓 |
| MGC | VANGUARD WORLD FD | $1,116.54万 | 3.19% | 47,241 | 1,160 | 2.5% | $27.42万 | 加仓 |
| BCI | ABRDN ETFS | $1,090.14万 | 3.12% | 448,803 | 431,440 | 2,484.8% | $1,047.97万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $1,077.38万 | 3.08% | 143,460 | 143,460 | — | $1,077.38万 | 新建仓 |
| RSPA | INVESCO ACTIVELY MANAGED EXC | $933.66万 | 2.67% | 186,750 | 3,587 | 2.0% | $17.93万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $625.70万 | 1.79% | 26,332 | -43,029 | -62.0% | -$1,022.46万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $599.34万 | 1.71% | 225,230 | 225,230 | — | $599.34万 | 新建仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $583.59万 | 1.67% | 50,787 | 36 | 0.1% | $4,137 | 加仓 |
| SPYV | SPDR SERIES TRUST | $580.27万 | 1.66% | 102,557 | 2,033 | 2.0% | $11.50万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $561.97万 | 1.61% | 57,396 | 2,635 | 4.8% | $25.80万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $534.15万 | 1.53% | 91,246 | -7,631 | -7.7% | -$44.67万 | 减仓 |
| EDV | VANGUARD WORLD FD | $441.29万 | 1.26% | 67,942 | 976 | 1.5% | $6.34万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $191.08万 | 0.55% | 3,198 | -145 | -4.3% | -$8.66万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $146.81万 | 0.42% | 16,551 | -389 | -2.3% | -$3.45万 | 减仓 |
| IAUM | ISHARES GOLD TR | $129.59万 | 0.37% | 27,750 | -2,510 | -8.3% | -$11.72万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $124.34万 | 0.36% | 16,125 | 17 | 0.1% | $1,311 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $106.93万 | 0.31% | 35,656 | 7,239 | 25.5% | $21.71万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $99.28万 | 0.28% | 5,387 | 29 | 0.5% | $5,344 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $82.24万 | 0.24% | 49,514 | -777 | -1.5% | -$1.29万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $77.98万 | 0.22% | 9,423 | -6,621 | -41.3% | -$54.79万 | 减仓 |
| DBMF | LITMAN GREGORY FDS TR | $75.76万 | 0.22% | 25,128 | -1,008 | -3.9% | -$3.04万 | 减仓 |
| AMLP | ALPS ETF TR | $74.16万 | 0.21% | 14,088 | -1,754 | -11.1% | -$9.23万 | 减仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $73.39万 | 0.21% | 2,487 | 7 | 0.3% | $2,066 | 加仓 |
| ETH | GRAYSCALE ETHEREUM STAKING | $73.37万 | 0.21% | 36,944 | 10,215 | 38.2% | $20.29万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $59.63万 | 0.17% | 1,859 | 6 | 0.3% | $1,925 | 加仓 |
| NVDA | NVIDIA CORPORATION | $57.17万 | 0.16% | 3,278 | 121 | 3.8% | $2.11万 | 加仓 |
| VO | VANGUARD INDEX FDS | $45.45万 | 0.13% | 1,583 | 64 | 4.2% | $1.84万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $43.73万 | 0.13% | 2,013 | 11 | 0.5% | $2,390 | 加仓 |
| SIVR | ABRDN SILVER ETF TRUST | $39.41万 | 0.11% | 5,503 | -957 | -14.8% | -$6.85万 | 减仓 |
| QQA | INVESCO ACTIVELY MANAGED EXC | $36.30万 | 0.10% | 7,277 | 149 | 2.1% | $7,432 | 加仓 |
| SPSM | SPDR SERIES TRUST | $33.63万 | 0.10% | 6,960 | 23 | 0.3% | $1,111 | 加仓 |
| — | EXXON MOBIL CORP | $31.38万 | 0.09% | 1,850 | -769 | -29.4% | -$13.04万 | 重新持有 |
| IBM | INTERNATIONAL BUSINESS MACHS | $29.86万 | 0.09% | 1,232 | -1,595 | -56.4% | -$38.66万 | 重新持有 |
| HEDJ | WISDOMTREE TR | $22.82万 | 0.07% | 4,363 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $21.99万 | 0.06% | 4,678 | 4,678 | — | $21.99万 | 新建仓 |
| TSLA | TESLA INC | $21.64万 | 0.06% | 582 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $21.42万 | 0.06% | 3,779 | -100 | -2.6% | -$5,669 | 减仓 |
| TXN | TEXAS INSTRS INC | $20.15万 | 0.06% | 1,038 | 1,038 | — | $20.15万 | 新建仓 |
| BOXX | EA SERIES TRUST | $20.04万 | 0.06% | 1,723 | 1,723 | — | $20.04万 | 新建仓 |
| EPS | WISDOMTREE TR | $0 | 0.00% | 0 | -81,652 | -100.0% | -$578.58万 | 清仓 |
| SHYG | ISHARES TR | $0 | 0.00% | 0 | -103,238 | -100.0% | -$442.58万 | 清仓 |
| IGIB | ISHARES TR | $0 | 0.00% | 0 | -81,462 | -100.0% | -$438.92万 | 清仓 |