Retireful, LLC
HASLETT MI · SEC CIK 0001919176
$1.07亿2026Q2 申报市值
81持仓数
37.6%前十大占比 · 第一大 9.1%
28 / 40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
RSP 加仓+$495.48万
SPY 加仓+$346.20万
ALAB 新建仓+$300.15万
INTC 新建仓+$271.40万
AMD 加仓+$257.29万
2026Q2 卖出最多 按季末市值估算
MU 减仓-$313.97万
VDE 清仓-$269.73万
VPU 清仓-$226.53万
VV 清仓-$210.00万
WDC 减仓-$184.14万
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 |
|---|---|---|---|---|---|---|---|---|
| VRT | VERTIV HOLDINGS CO | $185.96万 | 1.73% | 5,554 | 1,675 | 43.2% | $56.08万 | 加仓 |
| CSCO | CISCO SYS INC | $186.39万 | 1.73% | 15,868 | 13,218 | 498.8% | $155.26万 | 重新持有 |
| XLU | SELECT SECTOR SPDR TR | $206.15万 | 1.92% | 45,467 | -2,966 | -6.1% | -$13.45万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $206.93万 | 1.93% | 40,710 | 40,710 | — | $206.93万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $211.71万 | 1.97% | 7,107 | 7,107 | — | $211.71万 | 新建仓 |
| FLEX | FLEX LTD | $218.83万 | 2.04% | 13,502 | 2,300 | 20.5% | $37.28万 | 重新持有 |
| FIX | COMFORT SYS USA INC | $222.57万 | 2.07% | 1,123 | 90 | 8.7% | $17.84万 | 加仓 |
| CAT | CATERPILLAR INC | $233.85万 | 2.18% | 2,196 | 157 | 7.7% | $16.72万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $234.11万 | 2.18% | 5,426 | 346 | 6.8% | $14.93万 | 加仓 |
| SNDK | SANDISK CORP | $255.79万 | 2.38% | 1,125 | -368 | -24.6% | -$83.67万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $256.16万 | 2.38% | 21,842 | 21,842 | — | $256.16万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $270.34万 | 2.52% | 17,039 | 14,721 | 635.1% | $233.56万 | 重新持有 |
| INTC | INTEL CORP | $271.40万 | 2.53% | 19,437 | 19,437 | — | $271.40万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $290.94万 | 2.71% | 24,342 | 814 | 3.5% | $9.73万 | 加仓 |
| ALAB | ASTERA LABS INC | $300.15万 | 2.79% | 6,214 | 6,214 | — | $300.15万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $303.00万 | 2.82% | 2,625 | -2,720 | -50.9% | -$313.97万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $318.75万 | 2.97% | 5,487 | 4,429 | 418.6% | $257.29万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $327.09万 | 3.04% | 5,121 | -2,883 | -36.0% | -$184.14万 | 减仓 |
| GLW | CORNING INC | $383.89万 | 3.57% | 15,029 | 1,047 | 7.5% | $26.74万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $596.22万 | 5.55% | 7,984 | 4,636 | 138.5% | $346.20万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $980.57万 | 9.12% | 46,086 | 23,287 | 102.1% | $495.48万 | 加仓 |