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 |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDRA Portfolio S&P 500 ETF | $4,732.95万 | 19.96% | 538,570 | -15,971 | -2.9% | -$140.35万 | 减仓 |
| 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 |
| VYM | Vanguard High Dividend Yield ETF | $3,247.01万 | 13.69% | 205,468 | 14,256 | 7.5% | $225.29万 | 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 |
| 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 |
| SPHY | SPDR Portfolio High Yield Bond ETF | $1,505.21万 | 6.35% | 642,152 | 60,129 | 10.3% | $140.94万 | 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 |
| 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 |
| BSV | Vanguard Short-Term Bond ETF | $807.87万 | 3.41% | 103,693 | 9,566 | 10.2% | $74.53万 | 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 |
| USRT | iShares Core US REIT ETF | $476.26万 | 2.01% | 71,672 | 4,375 | 6.5% | $29.07万 | 加仓 |
| SPEM | SPDRA Portfolio Emerging Markets ETF | $338.56万 | 1.43% | 65,384 | 2,396 | 3.8% | $12.41万 | 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 |
| CAT | Caterpillar Inc | $88.80万 | 0.37% | 834 | 5 | 0.6% | $5,324 | 加仓 |
| VUG | Vanguard Growth ETF | $87.91万 | 0.37% | 10,205 | -535 | -5.0% | -$4.61万 | 减仓 |
| SPY | SPDRA S&P 500 ETF Trust | $80.30万 | 0.34% | 1,075 | -57 | -5.0% | -$4.26万 | 减仓 |
| IVV | iShares Core S&P 500 ETF | $63.36万 | 0.27% | 846 | -43 | -4.8% | -$3.22万 | 减仓 |
| SCHX | Schwab US Large-Cap ETF | $58.13万 | 0.25% | 19,753 | -2,280 | -10.3% | -$6.71万 | 减仓 |
| AAPL | Apple Inc | $48.32万 | 0.20% | 1,670 | 783 | 88.3% | $22.66万 | 加仓 |
| CMI | Cummins Inc | $43.44万 | 0.18% | 609 | 0 | 0.0% | — | 不变 |
| IWF | iShares Russell 1000 Growth ETF | $43.00万 | 0.18% | 3,463 | 1,227 | 54.9% | $15.24万 | 加仓 |
| VO | Vanguard Mid-Cap ETF | $42.42万 | 0.18% | 5,265 | -723 | -12.1% | -$5.83万 | 减仓 |
| QQQ | Invesco QQQ Trust | $41.97万 | 0.18% | 570 | 89 | 18.5% | $6.55万 | 加仓 |
| SCHF | Schwab International Equity ETF | $36.29万 | 0.15% | 13,101 | 2,789 | 27.0% | $7.73万 | 加仓 |
| VCIT | Vanguard Interm-Term Corp Bd ETF | $34.81万 | 0.15% | 4,212 | 149 | 3.7% | $1.23万 | 加仓 |
| AGG | iShares Core US Aggregate Bond ETF | $29.43万 | 0.12% | 2,973 | -536 | -15.3% | -$5.31万 | 减仓 |
| XEL | Xcel Energy Inc | $29.05万 | 0.12% | 3,617 | 27 | 0.8% | $2,168 | 加仓 |
| NVDA | NVIDIA Corp | $28.39万 | 0.12% | 1,419 | 90 | 6.8% | $1.80万 | 加仓 |
| VEA | Vanguard FTSE Developed Markets ETF | $27.81万 | 0.12% | 3,903 | 230 | 6.3% | $1.64万 | 加仓 |
| IEFA | iShares Core MSCI EAFE ETF | $27.26万 | 0.11% | 2,823 | 1,344 | 90.9% | $12.98万 | 加仓 |
| BRK/B | Berkshire Hathaway Class B | $26.77万 | 0.11% | 535 | -70 | -11.6% | -$3.50万 | 减仓 |
| IWD | iShares Russell 1000 Value ETF | $25.82万 | 0.11% | 1,065 | 86 | 8.8% | $2.08万 | 加仓 |
| AVGO | Broadcom Inc | $25.04万 | 0.11% | 663 | 530 | 398.5% | $20.02万 | 加仓 |
| VBR | Vanguard Small-Cap Value ETF | $24.81万 | 0.10% | 1,021 | 682 | 201.2% | $16.57万 | 加仓 |
| VTI | Vanguard Total Stock Market ETF | $24.68万 | 0.10% | 667 | -469 | -41.3% | -$17.35万 | 减仓 |
| JPM | JP Morgan Chase | $20.49万 | 0.09% | 626 | -26 | -4.0% | -$8,511 | 减仓 |
| IEMG | iShares Core MSCI Emerging Markets ETF | $20.11万 | 0.08% | 2,428 | 650 | 36.6% | $5.38万 | 加仓 |
| HYT | BlackRock Corp High Yield | $13.40万 | 0.06% | 15,659 | 9,659 | 161.0% | $8.27万 | 加仓 |
| DNP | DNP Select Income | $13.33万 | 0.06% | 12,350 | 7,350 | 147.0% | $7.93万 | 加仓 |
| MMT | MFS Multi-Market Income | $7.07万 | 0.03% | 16,062 | 2,500 | 18.4% | $1.10万 | 加仓 |
| — | Wells Fargo Inc Opp | $6.50万 | 0.03% | 10,000 | 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 |
| — | Pacific Gas & Electric Co Note M/w Clbl | $1.18万 | 0.00% | 12,000 | 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 |
| — | FNMA PL CA2374 4 48 DUE 09/01/48 | $6,892 | 0.00% | 104,000 | 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 AV1823 3.5 28 DUE 12/01/28 | $441 | 0.00% | 11,000 | 0 | 0.0% | — | 不变 |
| AMZN | Amazoncom Inc | $0 | 0.00% | 0 | -1,149 | -100.0% | -$23.93万 | 清仓 |
| MEAR | iShares Short Maturity Municipal Bd ETF | $0 | 0.00% | 0 | -4,753 | -100.0% | -$23.93万 | 清仓 |
| MSFT | Microsoft Corporation | $0 | 0.00% | 0 | -503 | -100.0% | -$18.61万 | 清仓 |
| EWC | iShares MSCI Canada ETF | $0 | 0.00% | 0 | -2,858 | -100.0% | -$15.66万 | 清仓 |
| VV | Vanguard Large-Cap ETF | $0 | 0.00% | 0 | -506 | -100.0% | -$15.12万 | 清仓 |
| SCHD | Schwab US Dividend Equity ETF | $0 | 0.00% | 0 | -4,873 | -100.0% | -$14.95万 | 清仓 |
| VB | Vanguard Small-Cap ETF | $0 | 0.00% | 0 | -541 | -100.0% | -$14.17万 | 清仓 |
| DVY | iShares Select Dividend ETF | $0 | 0.00% | 0 | -880 | -100.0% | -$13.32万 | 清仓 |
| EFA | iShares MSCI EAFE ETF | $0 | 0.00% | 0 | -1,221 | -100.0% | -$11.86万 | 清仓 |
| VNQ | Vanguard Real Estate ETF | $0 | 0.00% | 0 | -1,254 | -100.0% | -$11.12万 | 清仓 |
| SCHB | Schwab US Broad Market ETF | $0 | 0.00% | 0 | -4,380 | -100.0% | -$10.99万 | 清仓 |
| META | Meta Platforms Inc | $0 | 0.00% | 0 | -185 | -100.0% | -$10.58万 | 清仓 |
| IWB | iShares Russell 1000 ETF | $0 | 0.00% | 0 | -292 | -100.0% | -$10.41万 | 清仓 |
| IVW | iShares S&P 500 Growth ETF | $0 | 0.00% | 0 | -914 | -100.0% | -$10.34万 | 清仓 |
| VIGI | Vanguard Intl Div Apprec ETF | $0 | 0.00% | 0 | -1,144 | -100.0% | -$10.12万 | 清仓 |
| GLD | SPDR Gold Shares | $0 | 0.00% | 0 | -223 | -100.0% | -$9.60万 | 清仓 |
| FNDF | Schwab Fundamental Intl Lg Co ETF | $0 | 0.00% | 0 | -1,830 | -100.0% | -$8.95万 | 清仓 |
| SCHG | Schwab US LargeCap Growth ETF | $0 | 0.00% | 0 | -2,959 | -100.0% | -$8.62万 | 清仓 |
| DIA | SPDR Dow Jones Industrial Avrg ETF Tr | $0 | 0.00% | 0 | -184 | -100.0% | -$8.52万 | 清仓 |
| VGT | Vanguard Information Technology ETF | $0 | 0.00% | 0 | -920 | -100.0% | -$8.02万 | 清仓 |
| VTV | Vanguard Value ETF | $0 | 0.00% | 0 | -404 | -100.0% | -$7.93万 | 清仓 |
| IXUS | iShares Core MSCI Total Intl Stk ETF | $0 | 0.00% | 0 | -898 | -100.0% | -$7.78万 | 清仓 |
| V | Visa Inc | $0 | 0.00% | 0 | -251 | -100.0% | -$7.59万 | 清仓 |
| ACLC | AMERICAN CENTURY LRG CAP EQY ETF | $0 | 0.00% | 0 | -882 | -100.0% | -$6.50万 | 清仓 |
| GOOG | Alphabet Inc | $0 | 0.00% | 0 | -213 | -100.0% | -$6.11万 | 清仓 |
| IXC | iShares Global Energy ETF | $0 | 0.00% | 0 | -936 | -100.0% | -$5.39万 | 清仓 |
| — | Voya Asia Pacific High Dividend Eq Inc | $0 | 0.00% | 0 | -7,200 | -100.0% | -$5.31万 | 清仓 |
| PFF | iShares Preferred&Income Securities ETF | $0 | 0.00% | 0 | -1,688 | -100.0% | -$5.12万 | 清仓 |
| — | VictoryShares US SmCp Hi Div Vol Wtd ETF | $0 | 0.00% | 0 | -795 | -100.0% | -$4.91万 | 清仓 |
| VFH | Vanguard Financials ETF | $0 | 0.00% | 0 | -397 | -100.0% | -$4.80万 | 清仓 |
| XLC | Communication Services Sel Sect SPDR ETF | $0 | 0.00% | 0 | -426 | -100.0% | -$4.72万 | 清仓 |
| MBB | iShares MBS ETF | $0 | 0.00% | 0 | -497 | -100.0% | -$4.72万 | 清仓 |
| XLK | Technology Select Sector SPDR ETF | $0 | 0.00% | 0 | -346 | -100.0% | -$4.60万 | 清仓 |
| SPIB | SPDR Portfolio Interm Term Corp Bd ETF | $0 | 0.00% | 0 | -1,271 | -100.0% | -$4.26万 | 清仓 |
| MRVL | Marvell Technology Group Ltd | $0 | 0.00% | 0 | -407 | -100.0% | -$4.03万 | 清仓 |
| TSLA | Tesla Motors Inc | $0 | 0.00% | 0 | -105 | -100.0% | -$3.90万 | 清仓 |
| VTC | Vanguard Total Corporate Bond ETF | $0 | 0.00% | 0 | -500 | -100.0% | -$3.84万 | 清仓 |
| IBIT | iShares Bitcoin Trust ETF | $0 | 0.00% | 0 | -944 | -100.0% | -$3.63万 | 清仓 |
| — | NATIONAL HEALTHCARE PROP ERTIES, INC | $0 | 0.00% | 0 | -1,123 | -100.0% | -$3.61万 | 清仓 |
| VIG | Vanguard Dividend Appreciation ETF | $0 | 0.00% | 0 | -167 | -100.0% | -$3.59万 | 清仓 |
| FNDX | Schwab Fundamental US Large Company ETF | $0 | 0.00% | 0 | -1,278 | -100.0% | -$3.56万 | 清仓 |
| IVE | iShares S&P 500 Value ETF | $0 | 0.00% | 0 | -161 | -100.0% | -$3.40万 | 清仓 |
| XLF | Financial Select Sector SPDR ETF | $0 | 0.00% | 0 | -688 | -100.0% | -$3.40万 | 清仓 |
| SHOP | SHOPIFY INC COM NPV CL A | $0 | 0.00% | 0 | -250 | -100.0% | -$2.97万 | 清仓 |
| GS | The Goldman Sachs Group Inc | $0 | 0.00% | 0 | -35 | -100.0% | -$2.96万 | 清仓 |
| BLV | Vanguard LongTerm Bond ETF | $0 | 0.00% | 0 | -413 | -100.0% | -$2.84万 | 清仓 |
| ASML | Asml Holding Nv ADR | $0 | 0.00% | 0 | -21 | -100.0% | -$2.77万 | 清仓 |
| — | BLACKSTONE REAL ESTATE INCOME TRUST CLASS I | $0 | 0.00% | 0 | -1,902 | -100.0% | -$2.71万 | 清仓 |
| FNDE | Schwab Fundamental Emerg Mkts Lg Co ETF | $0 | 0.00% | 0 | -686 | -100.0% | -$2.62万 | 清仓 |
| BSCR | Invesco BulletShares 2027 Corp Bd ETF | $0 | 0.00% | 0 | -1,263 | -100.0% | -$2.48万 | 清仓 |
| SCHZ | Schwab US Aggregate Bond ETF | $0 | 0.00% | 0 | -1,040 | -100.0% | -$2.41万 | 清仓 |
| VCSH | Vanguard Short Term Corporate Bond ETF | $0 | 0.00% | 0 | -301 | -100.0% | -$2.39万 | 清仓 |
| T | ATT Inc | $0 | 0.00% | 0 | -800 | -100.0% | -$2.32万 | 清仓 |