13F 机构持仓

Commonwealth Retirement Investments LLC

RICHMOND VA · SEC CIK 0001963787

2026Q22026Q1 更早 9 个季度 🔒
$3.23亿2026Q1 申报市值
122持仓数
36.1%前十大占比 · 第一大 6.0%
4 / 62新建仓 / 清仓
申报市值走势$3.68亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AVGO 6.0%
EXXON MOBIL CO 4.1%
ABBV 3.6%
MRK 3.5%
JPM 3.4%
MSFT 3.3%
CVX 3.2%
JNJ 3.1%
LMT 3.0%
PEP 2.8%

2026Q1 买入最多 按季末市值估算

PULS 加仓+$294.83万
IVV 加仓+$208.32万
EFG 加仓+$190.78万
IDEF 新建仓+$127.23万
BLCR 新建仓+$118.45万

2026Q1 卖出最多 按季末市值估算

IYT 减仓-$54.28万
IYK 减仓-$49.64万
GLD 清仓-$31.70万
AVGO 减仓-$31.32万
AMZN 减仓-$30.72万

2026Q1 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
GLPI GAMING & LEISURE P COM $00.00%0 —— — 申报中断
XME STATE STREET SPDR S&P METALS & MINING ETF $00.00%0 -96-100.0% -$9,947 清仓
ACMR ACM RESH INC COM CL A $00.00%0 -250-100.0% -$9,863 清仓
SJM SMUCKER J M CO COM NEW $00.00%0 —— — 申报中断
BDX BECTON DICKINSON & CO COM $00.00%0 —— — 申报中断
KHC KRAFT HEINZ CO COM $00.00%0 —— — 申报中断
CMCSA COMCAST CORP NEW CL A $00.00%0 —— — 申报中断
HIG HARTFORD INSURANCE GROUP INC COM $00.00%0 —— — 申报中断
APLE APPLE HOSPITALITY REIT INC COM NEW $00.00%0 —— — 申报中断
GRMN GARMIN LTD SHS $00.00%0 —— — 申报中断
CRWV COREWEAVE INC COM CL A $00.00%0 —— — 申报中断
DMXF ISHARES ESG ADVANCED MSCI EAFE ETF $00.00%0 —— — 申报中断
NXT NEXTPOWER INC CLASS A COM $00.00%0 -100-100.0% -$8,711 清仓
AZN ASTRAZENECA PLC ORD $00.00%0 —— — 申报中断
BX BLACKSTONE INC COM $00.00%0 —— — 申报中断
GM GENERAL MTRS CO COM $00.00%0 —— — 申报中断
XES STATE STREET SPDR S&P OIL & GAS EQUIPMENT & SERVICES ETF $00.00%0 -100-100.0% -$8,197 清仓
IWN ISHARES RUSSELL 2000 VALUE ETF $00.00%0 —— — 申报中断
BLDR BUILDERS FIRSTSOURCE INC COM $00.00%0 —— — 申报中断
RBRK RUBRIK INC. CL A $00.00%0 -100-100.0% -$7,648 清仓
SSB SOUTHSTATE BK CORP COM $00.00%0 —— — 申报中断
RPRX ROYALTY PHARMA PLC SHS CLASS A $00.00%0 -195-100.0% -$7,535 清仓
LCTD ISHARES WORLD EX U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF $00.00%0 —— — 申报中断
ARKW ARK NEXT GENERATION INTERNET ETF $00.00%0 —— — 申报中断
NDAQ NASDAQ INC COM $00.00%0 —— — 申报中断
MS MORGAN STANLEY COM NEW $00.00%0 —— — 申报中断
ITW ILLINOIS TOOL WKS INC COM $00.00%0 —— — 申报中断
DOV DOVER CORP COM $00.00%0 —— — 申报中断
PARR PAR PAC HOLDINGS INC COM NEW $00.00%0 —— — 申报中断
ADSK AUTODESK INC COM $00.00%0 —— — 申报中断
P PURE STORAGE INC CL A $00.00%0 -100-100.0% -$6,701 清仓
HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF $00.00%0 —— — 申报中断
MSI MOTOROLA SOLUTIONS INC COM NEW $00.00%0 —— — 申报中断
ILMN ILLUMINA INC COM $00.00%0 -50-100.0% -$6,558 清仓
IWO ISHARES RUSSELL 2000 GROWTH ETF $00.00%0 —— — 申报中断
DAL DELTA AIR LINES INC COM NEW $00.00%0 —— — 申报中断
SOLS SOLSTICE ADVANCED MATLS INC COM SHS $00.00%0 —— — 申报中断
SCI SERVICE CORP INTL COM $00.00%0 —— — 申报中断
BTI BRITISH AMERN TOB PLC SPONSORED ADR $00.00%0 —— — 申报中断
ESGD ISHARES ESG AWARE MSCI EAFE ETF $00.00%0 —— — 申报中断
LDOS LEIDOS HOLDINGS INC COM $00.00%0 —— — 申报中断
IXC ISHARES GLOBAL ENERGY ETF $00.00%0 —— — 申报中断
VLO VALERO ENERGY CORP COM $00.00%0 —— — 申报中断
INTU INTUIT COM $00.00%0 —— — 申报中断
BTC GRAYSCALE BITCOIN MINI TRUST ETF $00.00%0 —— — 申报中断
YUM YUM BRANDS INC COM $00.00%0 —— — 申报中断
LIN LINDE PLC SHS $00.00%0 —— — 申报中断
CHWY CHEWY INC CL A $00.00%0 —— — 申报中断
SNOW SNOWFLAKE INC COM SHS $00.00%0 —— — 申报中断
LYB LYONDELLBASELL INDUSTRIES NV SHS - A - $00.00%0 -101-100.0% -$4,386 清仓
NKE NIKE INC CL B $00.00%0 -68-100.0% -$4,329 清仓
LH LABCORP HOLDINGS INC COM SHS $00.00%0 —— — 申报中断
HAL HALLIBURTON CO COM $00.00%0 -150-100.0% -$4,239 清仓
UL UNILEVER PLC SPON ADR NEW $00.00%0 —— — 申报中断
XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF $00.00%0 —— — 申报中断
F FORD MTR CO COM $00.00%0 —— — 申报中断
CC CHEMOURS CO COM $00.00%0 —— — 申报中断
KOMP STATE STREET SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF $00.00%0 —— — 申报中断
— GABELLI UTIL TR COM $00.00%0 -618-100.0% -$3,724 清仓
ACN ACCENTURE PLC IRELAND SHS CLASS A $00.00%0 —— — 申报中断
RYAN RYAN SPECIALTY HOLDINGS INC CL A $00.00%0 —— — 申报中断
— KRANESHARES BOSERA MSCI CHINA A 50 CONNECT INDEX ETF $00.00%0 -100-100.0% -$3,090 清仓
ARQT ARCUTIS BIOTHERAPEUTICS INC COM $00.00%0 —— — 申报中断
ALB ALBEMARLE CORP COM $00.00%0 —— — 申报中断
— BEAM GLOBAL COM $00.00%0 —— — 申报中断
GSK GSK PLC SPONSORED ADR $00.00%0 —— — 申报中断
WEN WENDYS CO COM $00.00%0 —— — 申报中断
PHG KONINKLIJKE PHILIPS N V NY REGIS SHS NEW $00.00%0 -100-100.0% -$2,708 清仓
HGTY HAGERTY INC CL A COM $00.00%0 -200-100.0% -$2,688 清仓
EVRG EVERGY INC COM $00.00%0 —— — 申报中断
IRM IRON MTN INC DEL COM $00.00%0 —— — 申报中断
DGX QUEST DIAGNOSTICS INC COM $00.00%0 —— — 申报中断
IAT ISHARES U.S. REGIONAL BANKS ETF $00.00%0 -45-100.0% -$2,482 清仓
NOW SERVICENOW INC COM $00.00%0 —— — 申报中断
— GLOBAL X DAX GERMANY ETF $00.00%0 —— — 申报中断
COIN COINBASE GLOBAL INC COM CL A $00.00%0 —— — 申报中断
EVUS ISHARES ESG AWARE MSCI USA VALUE ETF $00.00%0 —— — 申报中断
VCYT VERACYTE INC COM $00.00%0 -50-100.0% -$2,105 清仓
BHF BRIGHTHOUSE FINL INC COM $00.00%0 —— — 申报中断
ETSY ETSY INC COM $00.00%0 —— — 申报中断
EVH EVOLENT HEALTH INC CL A $00.00%0 —— — 申报中断
VONG VANGUARD RUSSELL 1000 GROWTH ETF $00.00%0 —— — 申报中断
FANG DIAMONDBACK ENERGY INC COM $00.00%0 —— — 申报中断
FUN SIX FLAGS ENTERTAINMENT CORP COM $00.00%0 —— — 申报中断
ZTS ZOETIS INC CL A $00.00%0 —— — 申报中断
IJR ISHARES CORE S&P SMALL CAP ETF $00.00%0 —— — 申报中断
AA ALCOA CORP COM $00.00%0 —— — 申报中断
ALLE ALLEGION PLC ORD SHS $00.00%0 -8-100.0% -$1,274 清仓
MP MP MATERIALS CORP COM CL A $00.00%0 —— — 申报中断
IAK ISHARES U.S. INSURANCE ETF $00.00%0 -9-100.0% -$1,225 清仓
IYF ISHARES U.S. FINANCIALS ETF $00.00%0 -8-100.0% -$1,031 清仓
FG F&G ANNUITIES & LIFE INC COMMON STOCK $00.00%0 —— — 申报中断
MRP MILLROSE PPTYS INC COM CL A $00.00%0 —— — 申报中断
HRI HERC HLDGS INC COM $00.00%0 -5-100.0% -$742 清仓
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF $00.00%0 —— — 申报中断
HLN HALEON PLC SPON ADS $00.00%0 —— — 申报中断
FCX FREEPORT MCMORAN INC CL B $00.00%0 —— — 申报中断
SOLV SOLVENTUM CORP COM SHS $00.00%0 —— — 申报中断
ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF $00.00%0 —— — 申报中断
VTRS VIATRIS INC COM $00.00%0 —— — 申报中断