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 |
|---|---|---|---|---|---|---|---|---|
| RSP | INVESCO EXCHANGE TRADED FD T | $980.57万 | 9.12% | 46,086 | 23,287 | 102.1% | $495.48万 | 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 |
| GLW | CORNING INC | $383.89万 | 3.57% | 15,029 | 1,047 | 7.5% | $26.74万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $327.09万 | 3.04% | 5,121 | -2,883 | -36.0% | -$184.14万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $318.75万 | 2.97% | 5,487 | 4,429 | 418.6% | $257.29万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $303.00万 | 2.82% | 2,625 | -2,720 | -50.9% | -$313.97万 | 减仓 |
| ALAB | ASTERA LABS INC | $300.15万 | 2.79% | 6,214 | 6,214 | — | $300.15万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $290.94万 | 2.71% | 24,342 | 814 | 3.5% | $9.73万 | 加仓 |
| INTC | INTEL CORP | $271.40万 | 2.53% | 19,437 | 19,437 | — | $271.40万 | 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 |
| XLY | SELECT SECTOR SPDR TR | $256.16万 | 2.38% | 21,842 | 21,842 | — | $256.16万 | 新建仓 |
| SNDK | SANDISK CORP | $255.79万 | 2.38% | 1,125 | -368 | -24.6% | -$83.67万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $234.11万 | 2.18% | 5,426 | 346 | 6.8% | $14.93万 | 加仓 |
| CAT | CATERPILLAR INC | $233.85万 | 2.18% | 2,196 | 157 | 7.7% | $16.72万 | 加仓 |
| FIX | COMFORT SYS USA INC | $222.57万 | 2.07% | 1,123 | 90 | 8.7% | $17.84万 | 加仓 |
| FLEX | FLEX LTD | $218.83万 | 2.04% | 13,502 | 2,300 | 20.5% | $37.28万 | 重新持有 |
| MRVL | MARVELL TECHNOLOGY INC | $211.71万 | 1.97% | 7,107 | 7,107 | — | $211.71万 | 新建仓 |
| XLB | SELECT SECTOR SPDR TR | $206.93万 | 1.93% | 40,710 | 40,710 | — | $206.93万 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $206.15万 | 1.92% | 45,467 | -2,966 | -6.1% | -$13.45万 | 减仓 |
| CSCO | CISCO SYS INC | $186.39万 | 1.73% | 15,868 | 13,218 | 498.8% | $155.26万 | 重新持有 |
| VRT | VERTIV HOLDINGS CO | $185.96万 | 1.73% | 5,554 | 1,675 | 43.2% | $56.08万 | 加仓 |
| NVT | NVENT ELEC PLC | $181.09万 | 1.69% | 10,677 | 3,418 | 47.1% | $57.97万 | 加仓 |
| MTZ | MASTEC INC | $177.91万 | 1.66% | 4,276 | 1,449 | 51.3% | $60.29万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $164.48万 | 1.53% | 9,682 | 9,682 | — | $164.48万 | 新建仓 |
| DDOG | DATADOG INC | $153.72万 | 1.43% | 5,904 | 5,904 | — | $153.72万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $151.51万 | 1.41% | 5,083 | 5,083 | — | $151.51万 | 新建仓 |
| MKSI | MKS INC. | $148.65万 | 1.38% | 3,342 | 3,342 | — | $148.65万 | 新建仓 |
| UAL | UNITED AIRLS HLDGS INC | $148.01万 | 1.38% | 10,884 | 331 | 3.1% | $4.50万 | 重新持有 |
| CRWD | CROWDSTRIKE HLDGS INC | $147.82万 | 1.38% | 1,937 | 1,937 | — | $147.82万 | 新建仓 |
| COHR | COHERENT CORP | $144.22万 | 1.34% | 3,656 | 3,656 | — | $144.22万 | 新建仓 |
| GEV | GE VERNOVA INC | $138.99万 | 1.29% | 1,183 | 90 | 8.2% | $10.57万 | 加仓 |
| FFIV | F5 INC | $134.81万 | 1.25% | 3,241 | 3,241 | — | $134.81万 | 新建仓 |
| JBHT | HUNT J B TRANS SVCS INC | $134.30万 | 1.25% | 4,640 | 4,640 | — | $134.30万 | 新建仓 |
| NTAP | NETAPP INC | $128.78万 | 1.20% | 8,321 | 8,321 | — | $128.78万 | 新建仓 |
| HUM | HUMANA INC | $124.97万 | 1.16% | 3,146 | 3,146 | — | $124.97万 | 新建仓 |
| STRL | STERLING INFRASTRUCTURE INC | $121.79万 | 1.13% | 1,451 | 1,451 | — | $121.79万 | 新建仓 |
| JBL | JABIL INC | $117.22万 | 1.09% | 3,041 | 3,041 | — | $117.22万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $103.16万 | 0.96% | 1,069 | 50 | 4.9% | $4.83万 | 加仓 |
| USFR | WISDOMTREE TR | $88.45万 | 0.82% | 17,568 | -2,928 | -14.3% | -$14.74万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $84.50万 | 0.79% | 13,778 | 351 | 2.6% | $2.15万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $77.35万 | 0.72% | 1,785 | 85 | 5.0% | $3.68万 | 加仓 |
| KLAC | KLA CORP | $72.41万 | 0.67% | 2,400 | 110 | 4.8% | $3.32万 | 加仓 |
| BIL | SPDR SERIES TRUST | $69.24万 | 0.64% | 7,556 | -6,518 | -46.3% | -$59.73万 | 减仓 |
| AOR | ISHARES TR | $63.59万 | 0.59% | 9,149 | 3,301 | 56.4% | $22.94万 | 重新持有 |
| SCHV | SCHWAB STRATEGIC TR | $61.82万 | 0.58% | 17,760 | 17,760 | — | $61.82万 | 新建仓 |
| NEAR | ISHARES U S ETF TR | $55.37万 | 0.52% | 10,930 | 10,930 | — | $55.37万 | 新建仓 |
| CMI | CUMMINS INC | $52.71万 | 0.49% | 739 | 35 | 5.0% | $2.50万 | 加仓 |
| — | COLLABORATIVE INVESTMNT SER | $50.68万 | 0.47% | 5,051 | 5,051 | — | $50.68万 | 新建仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $50.50万 | 0.47% | 9,986 | 475 | 5.0% | $2.40万 | 加仓 |
| GOOGL | ALPHABET INC | $48.32万 | 0.45% | 1,352 | 64 | 5.0% | $2.29万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $48.08万 | 0.45% | 5,336 | 254 | 5.0% | $2.29万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $46.00万 | 0.43% | 1,349 | 1,349 | — | $46.00万 | 新建仓 |
| IWF | ISHARES TR | $44.12万 | 0.41% | 3,553 | 169 | 5.0% | $2.10万 | 加仓 |
| IWD | ISHARES TR | $41.46万 | 0.39% | 1,662 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $41.40万 | 0.39% | 4,695 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $41.21万 | 0.38% | 11,899 | 0 | 0.0% | — | 不变 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $40.45万 | 0.38% | 8,214 | -7,759 | -48.6% | -$38.21万 | 减仓 |
| IWY | ISHARES TR | $39.54万 | 0.37% | 1,393 | 0 | 0.0% | — | 不变 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $39.46万 | 0.37% | 3,486 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $39.07万 | 0.36% | 24,606 | 1,171 | 5.0% | $1.86万 | 加仓 |
| NOK | NOKIA CORP | $38.95万 | 0.36% | 29,327 | 29,327 | — | $38.95万 | 新建仓 |
| CWB | SPDR SERIES TRUST | $37.55万 | 0.35% | 3,483 | -713 | -17.0% | -$7.69万 | 减仓 |
| LVHI | LEGG MASON ETF INVT | $37.36万 | 0.35% | 8,960 | 0 | 0.0% | — | 不变 |
| LGLV | SPDR SERIES TRUST | $36.90万 | 0.34% | 1,975 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $36.02万 | 0.34% | 5,727 | 272 | 5.0% | $1.71万 | 加仓 |
| ADI | ANALOG DEVICES INC | $35.94万 | 0.33% | 905 | 43 | 5.0% | $1.71万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $34.78万 | 0.32% | 1,738 | 82 | 5.0% | $1.64万 | 加仓 |
| PWR | QUANTA SVCS INC | $34.42万 | 0.32% | 478 | 478 | — | $34.42万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $34.08万 | 0.32% | 337 | 16 | 5.0% | $1.62万 | 加仓 |
| RLY | SSGA ACTIVE ETF TR | $33.52万 | 0.31% | 9,714 | -1,618 | -14.3% | -$5.58万 | 减仓 |
| KEY | KEYCORP | $32.98万 | 0.31% | 14,309 | 681 | 5.0% | $1.57万 | 加仓 |
| NOBL | PROSHARES TR | $32.83万 | 0.31% | 5,845 | 5,845 | — | $32.83万 | 新建仓 |
| MGV | VANGUARD WORLD FD | $32.53万 | 0.30% | 1,990 | -515 | -20.6% | -$8.42万 | 重新持有 |
| — | SSGA ACTIVE ETF TR | $30.86万 | 0.29% | 8,988 | -2,549 | -22.1% | -$8.75万 | 重新持有 |
| IGIB | ISHARES TR | $29.87万 | 0.28% | 5,617 | 5,617 | — | $29.87万 | 新建仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $28.46万 | 0.26% | 7,497 | 7,497 | — | $28.46万 | 新建仓 |
| AGGY | WISDOMTREE TR | $26.92万 | 0.25% | 6,191 | -1,728 | -21.8% | -$7.51万 | 重新持有 |
| PYLD | PIMCO ETF TR | $25.99万 | 0.24% | 9,801 | 9,801 | — | $25.99万 | 新建仓 |
| DHS | WISDOMTREE TR | $24.07万 | 0.22% | 2,117 | 2,117 | — | $24.07万 | 新建仓 |
| BKR | BAKER HUGHES COMPANY | $23.79万 | 0.22% | 4,287 | -23,425 | -84.5% | -$130.01万 | 减仓 |
| AMZN | AMAZON COM INC | $21.45万 | 0.20% | 900 | -150 | -14.3% | -$3.58万 | 重新持有 |
| VDE | VANGUARD WORLD FD | $0 | 0.00% | 0 | -15,588 | -100.0% | -$269.73万 | 清仓 |
| VPU | VANGUARD WORLD FD | $0 | 0.00% | 0 | -11,433 | -100.0% | -$226.53万 | 清仓 |
| VV | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -7,027 | -100.0% | -$210.00万 | 清仓 |
| TPR | TAPESTRY INC | $0 | 0.00% | 0 | -10,800 | -100.0% | -$152.40万 | 清仓 |
| SCCO | SOUTHERN COPPER CORP | $0 | 0.00% | 0 | -8,684 | -100.0% | -$149.42万 | 清仓 |
| AMAT | APPLIED MATLS INC | $0 | 0.00% | 0 | -3,734 | -100.0% | -$127.62万 | 清仓 |
| AEP | AMERICAN ELEC PWR CO INC | $0 | 0.00% | 0 | -9,294 | -100.0% | -$121.83万 | 清仓 |
| WWD | WOODWARD INC | $0 | 0.00% | 0 | -3,347 | -100.0% | -$119.80万 | 清仓 |
| TW | TRADEWEB MKTS INC | $0 | 0.00% | 0 | -9,939 | -100.0% | -$116.94万 | 清仓 |
| XPO | XPO INC | $0 | 0.00% | 0 | -5,736 | -100.0% | -$111.59万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -4,864 | -100.0% | -$109.94万 | 清仓 |
| WMT | WALMART INC | $0 | 0.00% | 0 | -8,661 | -100.0% | -$107.64万 | 清仓 |
| CW | CURTISS WRIGHT CORP | $0 | 0.00% | 0 | -1,477 | -100.0% | -$100.60万 | 清仓 |
| LNG | CHENIERE ENERGY INC | $0 | 0.00% | 0 | -3,224 | -100.0% | -$91.48万 | 清仓 |
| FTAI | FTAI AVIATION LTD | $0 | 0.00% | 0 | -3,598 | -100.0% | -$88.15万 | 清仓 |
| ETR | ENTERGY CORP NEW | $0 | 0.00% | 0 | -7,462 | -100.0% | -$83.84万 | 清仓 |
| LITE | LUMENTUM HLDGS INC | $0 | 0.00% | 0 | -1,179 | -100.0% | -$82.86万 | 清仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,356 | -100.0% | -$82.04万 | 清仓 |
| CIEN | CIENA CORP | $0 | 0.00% | 0 | -2,107 | -100.0% | -$81.80万 | 清仓 |