Commonwealth Retirement Investments LLC
RICHMOND VA · SEC CIK 0001963787
$3.68亿2026Q2 申报市值
413持仓数
34.2%前十大占比 · 第一大 7.5%
41 / 8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
PG 加仓+$762.20万
MS 重新持有+$734.60万
XOM 新建仓+$447.76万
AVGO 加仓+$386.70万
CMCSA 重新持有+$354.92万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$1,332.33万
AMAT 减仓-$710.99万
LRCX 减仓-$536.84万
JPM 减仓-$458.29万
UPS 减仓-$366.85万
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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP COM | $0 | 0.00% | 0 | -78,529 | -100.0% | -$1,332.33万 | 清仓 |
| MSFT | MICROSOFT CORP COM 看跌期权 | $0 | 0.00% | 0 | -1,000 | -100.0% | -$37.02万 | 清仓 |
| AVGO | BROADCOM INC COM 看跌期权 | $0 | 0.00% | 0 | -1,000 | -100.0% | -$30.95万 | 清仓 |
| T | AT&T INC COM | $0 | 0.00% | 0 | -10,000 | -100.0% | -$28.99万 | 清仓 |
| HYS | PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| RSPH | INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF | $1 | 0.00% | 0 | 0 | — | — | 清仓 |
| — | CANOPY GROWTH CORPORATION COM NEW | $1 | 0.00% | 1 | 0 | 0.0% | — | 重新持有 |
| ALT | ALTIMMUNE INC COM NEW | $3 | 0.00% | 1 | 0 | 0.0% | — | 重新持有 |
| AMC | AMC ENTMT HLDGS INC CL A NEW | $4 | 0.00% | 2 | 2 | — | $4 | 新建仓 |
| IBDS | ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | $8 | 0.00% | 0 | 0 | — | — | 清仓 |
| WY | WEYERHAEUSER CO COM NEW | $8 | 0.00% | 0 | 0 | — | — | 清仓 |
| BITO | PROSHARES BITCOIN ETF | $10 | 0.00% | 1 | 0 | 0.0% | — | 重新持有 |
| TENX | TENAX THERAPEUTICS INC COM NEW | $29 | 0.00% | 2 | 2 | — | $29 | 新建仓 |
| DJT | TRUMP MEDIA & TECHNOLOGY GROUP COM | $77 | 0.00% | 10 | 0 | 0.0% | — | 重新持有 |
| RONB | BARON FIRST PRINCIPLES ETF | $98 | 0.00% | 4 | 4 | — | $98 | 新建仓 |
| VSNT | VERSANT MEDIA GROUP INC COM CL A | $144 | 0.00% | 4 | 4 | — | $144 | 新建仓 |
| QTUM | DEFIANCE QUANTUM ETF | $165 | 0.00% | 1 | 1 | — | $165 | 新建仓 |
| VHT | VANGUARD HEALTH CARE ETF | $177 | 0.00% | 1 | 0 | 0.0% | — | 重新持有 |
| MICC | MAGNUM ICE CREAM CO NV ORD SHS | $244 | 0.00% | 14 | 0 | 0.0% | — | 重新持有 |
| FTRE | FORTREA HLDGS INC COMMON STOCK | $296 | 0.00% | 17 | 0 | 0.0% | — | 重新持有 |
| MRP | MILLROSE PPTYS INC COM CL A | $331 | 0.00% | 11 | -15 | -57.7% | -$451 | 重新持有 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $430 | 0.00% | 5 | -4 | -44.4% | -$344 | 重新持有 |
| GNW | GENWORTH FINL INC COM SHS | $474 | 0.00% | 50 | 0 | 0.0% | — | 重新持有 |
| SOLV | SOLVENTUM CORP COM SHS | $540 | 0.00% | 7 | 0 | 0.0% | — | 重新持有 |
| FG | F&G ANNUITIES & LIFE INC COMMON STOCK | $585 | 0.00% | 22 | -8 | -26.7% | -$213 | 重新持有 |
| ESML | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | $615 | 0.00% | 11 | 0 | 0.0% | — | 重新持有 |
| HLN | HALEON PLC SPON ADS | $616 | 0.00% | 66 | 0 | 0.0% | — | 重新持有 |
| VTRS | VIATRIS INC COM | $635 | 0.00% | 40 | 0 | 0.0% | — | 重新持有 |
| COMT | ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF | $699 | 0.00% | 23 | 23 | — | $699 | 新建仓 |
| FCX | FREEPORT MCMORAN INC CL B | $767 | 0.00% | 12 | 0 | 0.0% | — | 重新持有 |
| HEFA | ISHARES CURRENCY HEDGED MSCI EAFE ETF | $939 | 0.00% | 20 | -142 | -87.7% | -$6,667 | 重新持有 |
| ZTS | ZOETIS INC CL A | $1,006 | 0.00% | 14 | 0 | 0.0% | — | 重新持有 |
| MP | MP MATERIALS CORP COM CL A | $1,400 | 0.00% | 25 | 0 | 0.0% | — | 重新持有 |
| AA | ALCOA CORP COM | $1,460 | 0.00% | 28 | 0 | 0.0% | — | 重新持有 |
| COIN | COINBASE GLOBAL INC COM CL A | $1,462 | 0.00% | 10 | 0 | 0.0% | — | 重新持有 |
| — | ISHARES MANAGED FUTURES ACTIVE ETF | $1,593 | 0.00% | 57 | 57 | — | $1,593 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $1,618 | 0.00% | 13 | 0 | 0.0% | — | 重新持有 |
| BHF | BRIGHTHOUSE FINL INC COM | $2,026 | 0.00% | 32 | 0 | 0.0% | — | 重新持有 |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | $2,045 | 0.00% | 16 | 0 | 0.0% | — | 重新持有 |
| CRWV | COREWEAVE INC COM CL A | $2,190 | 0.00% | 22 | -100 | -82.0% | -$9,955 | 重新持有 |
| — | GLOBAL X DAX GERMANY ETF | $2,208 | 0.00% | 50 | 0 | 0.0% | — | 重新持有 |
| WAT | WATERS CORP COM | $2,250 | 0.00% | 6 | 6 | — | $2,250 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $2,386 | 0.00% | 6 | 6 | — | $2,386 | 新建仓 |
| — | BEAM GLOBAL COM | $2,434 | 0.00% | 1,872 | 0 | 0.0% | — | 重新持有 |
| FUN | SIX FLAGS ENTERTAINMENT CORP COM | $2,513 | 0.00% | 118 | 0 | 0.0% | — | 重新持有 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC COM | $2,622 | 0.00% | 100 | 0 | 0.0% | — | 重新持有 |
| CHWY | CHEWY INC CL A | $2,653 | 0.00% | 135 | 0 | 0.0% | — | 重新持有 |
| ALB | ALBEMARLE CORP COM | $2,701 | 0.00% | 20 | 0 | 0.0% | — | 重新持有 |
| WEN | WENDYS CO COM | $2,711 | 0.00% | 327 | 0 | 0.0% | — | 重新持有 |
| EVH | EVOLENT HEALTH INC CL A | $2,726 | 0.00% | 503 | 0 | 0.0% | — | 重新持有 |
| ETSY | ETSY INC COM | $2,787 | 0.00% | 37 | 0 | 0.0% | — | 重新持有 |
| VST | VISTRA CORP COM | $2,864 | 0.00% | 18 | 18 | — | $2,864 | 新建仓 |
| GSK | GSK PLC SPONSORED ADR | $2,936 | 0.00% | 56 | 0 | 0.0% | — | 重新持有 |
| DGX | QUEST DIAGNOSTICS INC COM | $3,077 | 0.00% | 15 | 1 | 7.1% | $205 | 重新持有 |
| EVRG | EVERGY INC COM | $3,252 | 0.00% | 38 | 1 | 2.7% | $86 | 重新持有 |
| LDOS | LEIDOS HOLDINGS INC COM | $3,295 | 0.00% | 32 | 0 | 0.0% | — | 重新持有 |
| RDDT | REDDIT INC CL A | $3,298 | 0.00% | 19 | 19 | — | $3,298 | 新建仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $3,398 | 0.00% | 20 | 20 | — | $3,398 | 新建仓 |
| BTC | GRAYSCALE BITCOIN MINI TRUST ETF | $3,425 | 0.00% | 132 | 0 | 0.0% | — | 重新持有 |
| DEO | DIAGEO PLC SPON ADR NEW | $3,456 | 0.00% | 43 | -100 | -69.9% | -$8,037 | 重新持有 |
| ZS | ZSCALER INC COM | $3,529 | 0.00% | 25 | 25 | — | $3,529 | 新建仓 |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $3,683 | 0.00% | 36 | -192 | -84.2% | -$1.96万 | 重新持有 |
| FDXF | FEDEX FGHT HLDG CO INC COMMON STOCK | $3,775 | 0.00% | 25 | 25 | — | $3,775 | 新建仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC CL A | $3,776 | 0.00% | 100 | 40 | 66.7% | $1,510 | 重新持有 |
| UL | UNILEVER PLC SPON ADR NEW | $3,788 | 0.00% | 63 | 0 | 0.0% | — | 重新持有 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $3,914 | 0.00% | 73 | 0 | 0.0% | — | 重新持有 |
| NET | CLOUDFLARE INC CL A COM | $3,924 | 0.00% | 16 | 16 | — | $3,924 | 新建仓 |
| SPGI | S&P GLOBAL INC COM | $4,082 | 0.00% | 10 | 10 | — | $4,082 | 新建仓 |
| IRM | IRON MTN INC DEL COM | $4,125 | 0.00% | 33 | 1 | 3.1% | $125 | 重新持有 |
| F | FORD MTR CO COM | $4,184 | 0.00% | 301 | 0 | 0.0% | — | 重新持有 |
| ADSK | AUTODESK INC COM | $4,472 | 0.00% | 23 | 0 | 0.0% | — | 重新持有 |
| KOMP | STATE STREET SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF | $4,576 | 0.00% | 64 | 0 | 0.0% | — | 重新持有 |
| LH | LABCORP HOLDINGS INC COM SHS | $4,760 | 0.00% | 17 | 0 | 0.0% | — | 重新持有 |
| YUM | YUM BRANDS INC COM | $4,956 | 0.00% | 31 | 0 | 0.0% | — | 重新持有 |
| EVUS | ISHARES ESG AWARE MSCI USA VALUE ETF | $5,372 | 0.00% | 153 | 86 | 128.4% | $3,020 | 重新持有 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $5,684 | 0.00% | 38 | 24 | 171.4% | $3,590 | 重新持有 |
| LIN | LINDE PLC SHS | $5,708 | 0.00% | 11 | 0 | 0.0% | — | 重新持有 |
| CCL | CARNIVAL CORP LTD COMMON SHARES | $5,714 | 0.00% | 200 | 200 | — | $5,714 | 新建仓 |
| IXC | ISHARES GLOBAL ENERGY ETF | $5,846 | 0.00% | 119 | -16 | -11.9% | -$786 | 重新持有 |
| NOW | SERVICENOW INC COM | $5,858 | 0.00% | 59 | 44 | 293.3% | $4,369 | 重新持有 |
| NDAQ | NASDAQ INC COM | $5,990 | 0.00% | 76 | 0 | 0.0% | — | 重新持有 |
| SCI | SERVICE CORP INTL COM | $6,077 | 0.00% | 80 | 0 | 0.0% | — | 重新持有 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $6,105 | 0.00% | 8 | 8 | — | $6,105 | 新建仓 |
| OKTA | OKTA INC CL A | $6,140 | 0.00% | 45 | 45 | — | $6,140 | 新建仓 |
| MMM | 3M CO COM | $6,476 | 0.00% | 40 | -138 | -77.5% | -$2.23万 | 重新持有 |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | $6,477 | 0.00% | 63 | 0 | 0.0% | — | 重新持有 |
| PANW | PALO ALTO NETWORKS INC COM | $6,479 | 0.00% | 19 | 19 | — | $6,479 | 新建仓 |
| BX | BLACKSTONE INC COM | $6,481 | 0.00% | 55 | 1 | 1.9% | $118 | 重新持有 |
| BTI | BRITISH AMERN TOB PLC SPONSORED ADR | $6,547 | 0.00% | 106 | 0 | 0.0% | — | 重新持有 |
| CC | CHEMOURS CO COM | $6,751 | 0.00% | 329 | 0 | 0.0% | — | 重新持有 |
| TEAM | ATLASSIAN CORPORATION CL A | $6,923 | 0.00% | 89 | 89 | — | $6,923 | 新建仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $6,943 | 0.00% | 72 | 72 | — | $6,943 | 新建仓 |
| VLO | VALERO ENERGY CORP COM | $7,055 | 0.00% | 27 | -8 | -22.9% | -$2,090 | 重新持有 |
| BLDR | BUILDERS FIRSTSOURCE INC COM | $7,069 | 0.00% | 79 | 0 | 0.0% | — | 重新持有 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $7,161 | 0.00% | 17 | 0 | 0.0% | — | 重新持有 |
| ARKW | ARK NEXT GENERATION INTERNET ETF | $7,243 | 0.00% | 50 | 0 | 0.0% | — | 重新持有 |
| BDX | BECTON DICKINSON & CO COM | $7,567 | 0.00% | 50 | 0 | 0.0% | — | 重新持有 |
| QQQM | INVESCO NASDAQ 100 ETF | $7,574 | 0.00% | 25 | 25 | — | $7,574 | 新建仓 |
| GM | GENERAL MTRS CO COM | $7,821 | 0.00% | 101 | 0 | 0.0% | — | 重新持有 |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | $7,879 | 0.00% | 20 | 0 | 0.0% | — | 重新持有 |