RETIREMENT FINANCIAL SOLUTIONS, LLC
KNOXVILLE TN · SEC CIK 0001962532
$4.07亿2026Q2 申报市值
53持仓数
59.1%前十大占比 · 第一大 11.1%
4 / 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
AVEM 加仓+$1,002.62万
EDV 加仓+$993.00万
VGLT 加仓+$268.20万
AVUS 加仓+$220.05万
SDCI 新建仓+$192.80万
2026Q2 卖出最多 按季末市值估算
BCI 清仓-$1,090.14万
IEF 减仓-$1,033.81万
EXXON MOBIL CORP 清仓-$31.38万
IBM 清仓-$29.86万
BP 清仓-$21.99万
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 |
|---|---|---|---|---|---|---|---|---|
| AVUS | AMERICAN CENTY ETF TR | $4,523.21万 | 11.12% | 353,155 | 17,181 | 5.1% | $220.05万 | 加仓 |
| AVSC | AMERICAN CENTY ETF TR | $2,874.07万 | 7.07% | 391,883 | 15,033 | 4.0% | $110.25万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $2,794.23万 | 6.87% | 223,968 | 9,386 | 4.4% | $117.10万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $2,484.59万 | 6.11% | 282,726 | 7,420 | 2.7% | $65.21万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $2,397.69万 | 5.89% | 248,491 | 103,909 | 71.9% | $1,002.62万 | 加仓 |
| QQQJ | INVESCO EXCH TRADED FD TR II | $2,149.96万 | 5.29% | 473,142 | 17,373 | 3.8% | $78.94万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $2,025.17万 | 4.98% | 367,012 | 48,604 | 15.3% | $268.20万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,879.48万 | 4.62% | 314,873 | 14,758 | 4.9% | $88.09万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,492.68万 | 3.67% | 470,729 | 254 | 0.1% | $8,054 | 加仓 |
| EDV | VANGUARD WORLD FD | $1,435.16万 | 3.53% | 220,523 | 152,581 | 224.6% | $993.00万 | 加仓 |
| GRNY | TIDAL TRUST I | $1,391.08万 | 3.42% | 503,102 | 30,824 | 6.5% | $85.23万 | 加仓 |
| MGC | VANGUARD WORLD FD | $1,379.53万 | 3.39% | 50,416 | 3,175 | 6.7% | $86.88万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $1,365.10万 | 3.36% | 202,058 | 9,097 | 4.7% | $61.46万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $1,355.35万 | 3.33% | 25,945 | 1,839 | 7.6% | $96.07万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,349.99万 | 3.32% | 63,448 | 4,553 | 7.7% | $96.87万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $1,295.50万 | 3.18% | 154,686 | 11,226 | 7.8% | $94.02万 | 加仓 |
| MOO | VANECK ETF TRUST | $1,163.81万 | 2.86% | 146,946 | 9,517 | 6.9% | $75.37万 | 加仓 |
| RSPA | INVESCO ACTIVELY MANAGED EXC | $1,041.32万 | 2.56% | 195,187 | 8,437 | 4.5% | $45.01万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $829.54万 | 2.04% | 27,380 | 1,048 | 4.0% | $31.75万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $723.47万 | 1.78% | 60,801 | 3,405 | 5.9% | $40.52万 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $693.52万 | 1.70% | 54,283 | 3,496 | 6.9% | $44.66万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $669.79万 | 1.65% | 110,181 | 7,624 | 7.4% | $46.35万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $642.99万 | 1.58% | 242,636 | 17,406 | 7.7% | $46.13万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $543.35万 | 1.34% | 93,359 | 2,113 | 2.3% | $12.30万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $226.21万 | 0.56% | 3,294 | 96 | 3.0% | $6.59万 | 加仓 |
| SDCI | USCF ETF TR | $192.80万 | 0.47% | 72,918 | 72,918 | — | $192.80万 | 新建仓 |
| IEF | ISHARES TR | $149.60万 | 0.37% | 15,818 | -109,313 | -87.4% | -$1,033.81万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $147.18万 | 0.36% | 15,263 | -1,288 | -7.8% | -$12.42万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $138.46万 | 0.34% | 16,196 | 71 | 0.4% | $6,070 | 加仓 |
| IAUM | ISHARES GOLD TRUST MICRO | $127.04万 | 0.31% | 31,752 | 4,002 | 14.4% | $16.01万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $104.12万 | 0.26% | 5,269 | -118 | -2.2% | -$2.33万 | 减仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $96.31万 | 0.24% | 37,115 | 1,459 | 4.1% | $3.79万 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $84.45万 | 0.21% | 2,493 | 6 | 0.2% | $2,033 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $78.91万 | 0.19% | 9,548 | 125 | 1.3% | $1.03万 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $76.82万 | 0.19% | 25,096 | -32 | -0.1% | -$980 | 减仓 |
| NVDA | NVIDIA CORPORATION | $75.31万 | 0.19% | 3,764 | 486 | 14.8% | $9.72万 | 加仓 |
| AMLP | ALPS ETF TR | $74.36万 | 0.18% | 14,342 | 254 | 1.8% | $1.32万 | 加仓 |
| ETH | GRAYSCALE ETHEREUM STAKING | $71.03万 | 0.17% | 47,258 | 10,314 | 27.9% | $15.50万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $68.98万 | 0.17% | 1,864 | 5 | 0.3% | $1,850 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $59.02万 | 0.15% | 45,366 | -4,148 | -8.4% | -$5.40万 | 减仓 |
| VO | VANGUARD INDEX FDS | $53.29万 | 0.13% | 6,614 | 282 | 4.5% | $2.27万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $49.13万 | 0.12% | 2,022 | 9 | 0.4% | $2,187 | 加仓 |
| SPSM | SPDR SERIES TRUST | $40.28万 | 0.10% | 6,984 | 24 | 0.3% | $1,384 | 加仓 |
| QQA | INVESCO ACTIVELY MANAGED EXC | $39.12万 | 0.10% | 6,788 | -489 | -6.7% | -$2.82万 | 减仓 |
| SIVR | ABRDN SILVER ETF TRUST | $34.11万 | 0.08% | 6,067 | 564 | 10.2% | $3.17万 | 加仓 |
| TXN | TEXAS INSTRS INC | $31.09万 | 0.08% | 1,043 | 5 | 0.5% | $1,490 | 加仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $28.22万 | 0.07% | 6,000 | 6,000 | — | $28.22万 | 新建仓 |
| HEDJ | WISDOMTREE TR | $25.29万 | 0.06% | 4,437 | 74 | 1.7% | $4,218 | 加仓 |
| TSLA | TESLA INC | $24.48万 | 0.06% | 582 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $21.18万 | 0.05% | 732 | 732 | — | $21.18万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $20.98万 | 0.05% | 641 | 641 | — | $20.98万 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $20.55万 | 0.05% | 3,638 | -141 | -3.7% | -$7,964 | 减仓 |
| BOXX | EA SERIES TRUST | $20.17万 | 0.05% | 1,723 | 0 | 0.0% | — | 不变 |
| BCI | ABRDN ETFS | $0 | 0.00% | 0 | -448,803 | -100.0% | -$1,090.14万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -1,850 | -100.0% | -$31.38万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | -1,232 | -100.0% | -$29.86万 | 清仓 |
| BP | BP PLC | $0 | 0.00% | 0 | -4,678 | -100.0% | -$21.99万 | 清仓 |