RETIREMITTEN FINANCIAL LLC
MILFORD MI · SEC CIK 0002127635
$2.37亿2026Q2 申报市值
47持仓数
91.8%前十大占比 · 第一大 20.0%
0 / 137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
SPDW 加仓+$491.43万
SPAB 加仓+$281.52万
VYM 加仓+$225.29万
SPHY 加仓+$140.94万
SPYG 加仓+$134.98万
2026Q2 卖出最多 按季末市值估算
SPYM 减仓-$140.35万
AMZN 清仓-$23.93万
MEAR 清仓-$23.93万
MSFT 清仓-$18.61万
VTI 减仓-$17.35万
2026Q2 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| IJH | iShares Core S&P Mid-Cap ETF | $0 | 0.00% | 0 | -64 | -100.0% | -$4,322 | 清仓 |
| — | Booking Holdings Inc | $0 | 0.00% | 0 | -1 | -100.0% | -$4,210 | 清仓 |
| — | JPMorgan BetaBuilders Europe ETF | $0 | 0.00% | 0 | -53 | -100.0% | -$3,838 | 清仓 |
| VBK | Vanguard SmallCap Growth ETF | $0 | 0.00% | 0 | -11 | -100.0% | -$3,325 | 清仓 |
| WM | Waste Management Inc | $0 | 0.00% | 0 | -14 | -100.0% | -$3,217 | 清仓 |
| BAC | Bank of America Corp | $0 | 0.00% | 0 | -62 | -100.0% | -$3,023 | 清仓 |
| MA | MasterCard Cl A | $0 | 0.00% | 0 | -6 | -100.0% | -$2,998 | 清仓 |
| BKR | Untitled Dataset 2017-07-06 21:49:16 | $0 | 0.00% | 0 | -41 | -100.0% | -$2,503 | 清仓 |
| VDE | Vanguard Energy ETF | $0 | 0.00% | 0 | -14 | -100.0% | -$2,423 | 清仓 |
| — | JPMorgan BetaBuilders Japan ETF | $0 | 0.00% | 0 | -33 | -100.0% | -$2,274 | 清仓 |
| PANW | Palo Alto Networks | $0 | 0.00% | 0 | -12 | -100.0% | -$1,924 | 清仓 |
| BIL | SPDR Blmbg Barclays 1-3 Mth T-Bill ETF | $0 | 0.00% | 0 | -16 | -100.0% | -$1,466 | 清仓 |
| SDY | SPDR S&P Dividend ETF | $0 | 0.00% | 0 | -10 | -100.0% | -$1,459 | 清仓 |
| ICSH | iShares Ultra ShortTerm Bond ETF | $0 | 0.00% | 0 | -28 | -100.0% | -$1,399 | 清仓 |
| — | Exxon Mobil Corp | $0 | 0.00% | 0 | -8 | -100.0% | -$1,357 | 清仓 |
| SNPS | Synopsys Inc | $0 | 0.00% | 0 | -3 | -100.0% | -$1,189 | 清仓 |
| VIOV | Vanguard SP Small Cap 600 Value ETF | $0 | 0.00% | 0 | -10 | -100.0% | -$1,017 | 清仓 |
| — | First Trust Combined Build Ame Rica Bonds Port Ser 3 | $0 | 0.00% | 0 | -6 | -100.0% | -$1,015 | 清仓 |
| LOGI | Logitech International SA | $0 | 0.00% | 0 | -10 | -100.0% | -$911 | 清仓 |
| — | FNMA PL FM3664 4 49 DUE 030149 | $0 | 0.00% | 0 | -6,000 | -100.0% | -$875 | 清仓 |
| SLYG | SPDR SP 600 Small Cap Growth ETF | $0 | 0.00% | 0 | -7 | -100.0% | -$676 | 清仓 |
| UNH | UnitedHealth Group Inc | $0 | 0.00% | 0 | -2 | -100.0% | -$541 | 清仓 |
| SCHQ | Schwab Long-Term US Treasury ETF | $0 | 0.00% | 0 | -17 | -100.0% | -$538 | 清仓 |
| GOVT | iShares US Treasury Bond ETF | $0 | 0.00% | 0 | -23 | -100.0% | -$527 | 清仓 |
| — | Highlands REIT Inc Nsa | $0 | 0.00% | 0 | -1,592 | -100.0% | -$493 | 清仓 |
| ADBE | Adobe Systems Incorporated | $0 | 0.00% | 0 | -2 | -100.0% | -$486 | 清仓 |
| SLYV | SPDR S&P 600 Small Cap Value ETF | $0 | 0.00% | 0 | -5 | -100.0% | -$473 | 清仓 |
| ISRG | Intuitive Surgical Inc | $0 | 0.00% | 0 | -1 | -100.0% | -$461 | 清仓 |
| CRM | Salesforcecom Inc | $0 | 0.00% | 0 | -2 | -100.0% | -$373 | 清仓 |
| FDX | FedEx Corp | $0 | 0.00% | 0 | -1 | -100.0% | -$356 | 清仓 |
| SBUX | Starbucks Corp | $0 | 0.00% | 0 | -3 | -100.0% | -$269 | 清仓 |
| TWLO | Twilio | $0 | 0.00% | 0 | -2 | -100.0% | -$252 | 清仓 |
| BMY | Bristol Myers Squibb Co | $0 | 0.00% | 0 | -4 | -100.0% | -$243 | 清仓 |
| GM | General Motors Co | $0 | 0.00% | 0 | -3 | -100.0% | -$224 | 清仓 |
| UPS | United Parcel Service Inc | $0 | 0.00% | 0 | -1 | -100.0% | -$98 | 清仓 |
| DOW | Dow Inc | $0 | 0.00% | 0 | -2 | -100.0% | -$83 | 清仓 |
| — | Dimensional US Real Estate ETF | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| — | FNMA PL AV1823 3.5 28 DUE 12/01/28 | $441 | 0.00% | 11,000 | 0 | 0.0% | — | 不变 |
| — | FNMA PL BK0677 3 50 DUE 02/01/50 | $4,084 | 0.00% | 26,000 | 0 | 0.0% | — | 不变 |
| — | FNMA PL CA2374 4 48 DUE 09/01/48 | $6,892 | 0.00% | 104,000 | 0 | 0.0% | — | 不变 |
| — | FNMA PL CA3872 3.5 49 DUE 07/01/49 | $9,198 | 0.00% | 100,000 | 0 | 0.0% | — | 不变 |
| — | Pacific Gas & Electric Co Note M/w Clbl | $1.18万 | 0.00% | 12,000 | 0 | 0.0% | — | 不变 |
| — | JEFFERIES FINL GR VAR 30 DUE 08/06/30 | $2.87万 | 0.01% | 28,000 | 0 | 0.0% | — | 不变 |
| — | Wells Fargo Inc Opp | $6.50万 | 0.03% | 10,000 | 0 | 0.0% | — | 不变 |
| MMT | MFS Multi-Market Income | $7.07万 | 0.03% | 16,062 | 2,500 | 18.4% | $1.10万 | 加仓 |
| DNP | DNP Select Income | $13.33万 | 0.06% | 12,350 | 7,350 | 147.0% | $7.93万 | 加仓 |
| HYT | BlackRock Corp High Yield | $13.40万 | 0.06% | 15,659 | 9,659 | 161.0% | $8.27万 | 加仓 |
| IEMG | iShares Core MSCI Emerging Markets ETF | $20.11万 | 0.08% | 2,428 | 650 | 36.6% | $5.38万 | 加仓 |
| JPM | JP Morgan Chase | $20.49万 | 0.09% | 626 | -26 | -4.0% | -$8,511 | 减仓 |
| VTI | Vanguard Total Stock Market ETF | $24.68万 | 0.10% | 667 | -469 | -41.3% | -$17.35万 | 减仓 |
| VBR | Vanguard Small-Cap Value ETF | $24.81万 | 0.10% | 1,021 | 682 | 201.2% | $16.57万 | 加仓 |
| AVGO | Broadcom Inc | $25.04万 | 0.11% | 663 | 530 | 398.5% | $20.02万 | 加仓 |
| IWD | iShares Russell 1000 Value ETF | $25.82万 | 0.11% | 1,065 | 86 | 8.8% | $2.08万 | 加仓 |
| BRK/B | Berkshire Hathaway Class B | $26.77万 | 0.11% | 535 | -70 | -11.6% | -$3.50万 | 减仓 |
| IEFA | iShares Core MSCI EAFE ETF | $27.26万 | 0.11% | 2,823 | 1,344 | 90.9% | $12.98万 | 加仓 |
| VEA | Vanguard FTSE Developed Markets ETF | $27.81万 | 0.12% | 3,903 | 230 | 6.3% | $1.64万 | 加仓 |
| NVDA | NVIDIA Corp | $28.39万 | 0.12% | 1,419 | 90 | 6.8% | $1.80万 | 加仓 |
| XEL | Xcel Energy Inc | $29.05万 | 0.12% | 3,617 | 27 | 0.8% | $2,168 | 加仓 |
| AGG | iShares Core US Aggregate Bond ETF | $29.43万 | 0.12% | 2,973 | -536 | -15.3% | -$5.31万 | 减仓 |
| VCIT | Vanguard Interm-Term Corp Bd ETF | $34.81万 | 0.15% | 4,212 | 149 | 3.7% | $1.23万 | 加仓 |
| SCHF | Schwab International Equity ETF | $36.29万 | 0.15% | 13,101 | 2,789 | 27.0% | $7.73万 | 加仓 |
| QQQ | Invesco QQQ Trust | $41.97万 | 0.18% | 570 | 89 | 18.5% | $6.55万 | 加仓 |
| VO | Vanguard Mid-Cap ETF | $42.42万 | 0.18% | 5,265 | -723 | -12.1% | -$5.83万 | 减仓 |
| IWF | iShares Russell 1000 Growth ETF | $43.00万 | 0.18% | 3,463 | 1,227 | 54.9% | $15.24万 | 加仓 |
| CMI | Cummins Inc | $43.44万 | 0.18% | 609 | 0 | 0.0% | — | 不变 |
| AAPL | Apple Inc | $48.32万 | 0.20% | 1,670 | 783 | 88.3% | $22.66万 | 加仓 |
| SCHX | Schwab US Large-Cap ETF | $58.13万 | 0.25% | 19,753 | -2,280 | -10.3% | -$6.71万 | 减仓 |
| IVV | iShares Core S&P 500 ETF | $63.36万 | 0.27% | 846 | -43 | -4.8% | -$3.22万 | 减仓 |
| SPY | SPDRA S&P 500 ETF Trust | $80.30万 | 0.34% | 1,075 | -57 | -5.0% | -$4.26万 | 减仓 |
| VUG | Vanguard Growth ETF | $87.91万 | 0.37% | 10,205 | -535 | -5.0% | -$4.61万 | 减仓 |
| CAT | Caterpillar Inc | $88.80万 | 0.37% | 834 | 5 | 0.6% | $5,324 | 加仓 |
| ITOT | iShares Core S&P Total US Stock Mkt ETF | $100.07万 | 0.42% | 6,092 | 1 | 0.0% | $164 | 加仓 |
| SPEM | SPDRA Portfolio Emerging Markets ETF | $338.56万 | 1.43% | 65,384 | 2,396 | 3.8% | $12.41万 | 加仓 |
| USRT | iShares Core US REIT ETF | $476.26万 | 2.01% | 71,672 | 4,375 | 6.5% | $29.07万 | 加仓 |
| SPSM | SPDRA Portfolio S&P 600 Sm Cap ETF | $497.59万 | 2.10% | 86,282 | 1,081 | 1.3% | $6.23万 | 加仓 |
| BSV | Vanguard Short-Term Bond ETF | $807.87万 | 3.41% | 103,693 | 9,566 | 10.2% | $74.53万 | 加仓 |
| SPMD | SPDRA Portfolio S&P 400 Mid Cap ETF | $974.00万 | 4.11% | 144,168 | 7,538 | 5.5% | $50.93万 | 加仓 |
| ILTB | iShares Core 10 Year USD Bond ETF | $1,382.27万 | 5.83% | 280,658 | 27,185 | 10.7% | $133.89万 | 加仓 |
| SPHY | SPDR Portfolio High Yield Bond ETF | $1,505.21万 | 6.35% | 642,152 | 60,129 | 10.3% | $140.94万 | 加仓 |
| SPDW | SPDRA Portfolio Developed Wld ex-US ETF | $1,964.05万 | 8.28% | 389,769 | 97,526 | 33.4% | $491.43万 | 加仓 |
| SPAB | SPDRA Portfolio Aggregate Bond ETF | $3,195.16万 | 13.48% | 1,252,023 | 110,313 | 9.7% | $281.52万 | 加仓 |
| VYM | Vanguard High Dividend Yield ETF | $3,247.01万 | 13.69% | 205,468 | 14,256 | 7.5% | $225.29万 | 加仓 |
| SPYG | SPDRA Portfolio S&P 500 Growth ETF | $3,464.36万 | 14.61% | 291,147 | 11,344 | 4.1% | $134.98万 | 加仓 |
| SPYM | SPDRA Portfolio S&P 500 ETF | $4,732.95万 | 19.96% | 538,570 | -15,971 | -2.9% | -$140.35万 | 减仓 |