Commonwealth Retirement Investments LLC
RICHMOND VA · SEC CIK 0001963787
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| IFRA | ISHARES U.S. INFRASTRUCTURE ETF | $0 | 0.00% | 0 | -9 | -100.0% | -$474 | 清仓 |
| IYM | ISHARES U.S. BASIC MATERIALS ETF | $0 | 0.00% | 0 | -3 | -100.0% | -$462 | 清仓 |
| GNW | GENWORTH FINL INC COM SHS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FTRE | FORTREA HLDGS INC COMMON STOCK | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MICC | MAGNUM ICE CREAM CO NV ORD SHS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VHT | VANGUARD HEALTH CARE ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DJT | TRUMP MEDIA & TECHNOLOGY GROUP COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ARKQ | ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF | $0 | 0.00% | 0 | -1 | -100.0% | -$115 | 清仓 |
| IONQ | IONQ INC COM | $0 | 0.00% | 0 | -1 | -100.0% | -$45 | 清仓 |
| INTC | INTEL CORP COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BITO | PROSHARES BITCOIN ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IBDS | ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | $0 | 0.00% | 0 | 0 | — | -$8 | 清仓 |
| WY | WEYERHAEUSER CO COM NEW | $0 | 0.00% | 0 | 0 | — | -$8 | 清仓 |
| ALT | ALTIMMUNE INC COM NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | CANOPY GROWTH CORPORATION COM NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RSPH | INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF | $0 | 0.00% | 0 | 0 | — | -$1 | 清仓 |
| HYS | PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $21.15万 | 0.07% | 2,441 | -40 | -1.6% | -$3,466 | 减仓 |
| — | ISHARES U.S. CONSUMER FOCUSED ETF | $21.50万 | 0.07% | 3,975 | -3,187 | -44.5% | -$17.24万 | 减仓 |
| GILD | GILEAD SCIENCES INC COM | $22.33万 | 0.07% | 1,602 | 0 | 0.0% | — | 不变 |
| BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | $23.37万 | 0.07% | 4,500 | -5,000 | -52.6% | -$25.96万 | 减仓 |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $23.43万 | 0.07% | 2,486 | -89 | -3.5% | -$8,387 | 减仓 |
| IYK | ISHARES U.S. CONSUMER STAPLES ETF | $24.77万 | 0.08% | 3,537 | -7,088 | -66.7% | -$49.64万 | 减仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $24.91万 | 0.08% | 1,166 | 0 | 0.0% | — | 不变 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $24.92万 | 0.08% | 538 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. COM | $25.66万 | 0.08% | 2,669 | 59 | 2.3% | $5,673 | 加仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $26.69万 | 0.08% | 2,038 | 0 | 0.0% | — | 不变 |
| IYT | ISHARES US TRANSPORTATION ETF | $26.94万 | 0.08% | 3,611 | -7,276 | -66.8% | -$54.28万 | 减仓 |
| IHE | ISHARES U.S. PHARMACEUTICALS ETF | $28.52万 | 0.09% | 3,290 | -2,856 | -46.5% | -$24.76万 | 减仓 |
| MUNI | PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND | $28.70万 | 0.09% | 5,500 | 0 | 0.0% | — | 不变 |
| T | AT&T INC COM | $28.99万 | 0.09% | 10,000 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC COM | $29.47万 | 0.09% | 1,783 | 315 | 21.5% | $5.21万 | 加仓 |
| NVS | NOVARTIS AG SPONSORED ADR | $29.50万 | 0.09% | 1,931 | 0 | 0.0% | — | 不变 |
| VCRM | VANGUARD CORE TAX-EXEMPT BOND ETF | $30.06万 | 0.09% | 4,000 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $30.48万 | 0.09% | 4,513 | 58 | 1.3% | $3,917 | 加仓 |
| AVGO | BROADCOM INC COM 看跌期权 | $30.95万 | 0.10% | 1,000 | 1,000 | — | $30.95万 | 新建仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $31.65万 | 0.10% | 1,649 | 110 | 7.1% | $2.11万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $32.63万 | 0.10% | 681 | -458 | -40.2% | -$21.95万 | 减仓 |
| DGRW | WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | $32.76万 | 0.10% | 3,730 | -49 | -1.3% | -$4,304 | 减仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $33.10万 | 0.10% | 3,656 | 143 | 4.1% | $1.29万 | 加仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $33.46万 | 0.10% | 4,768 | -99 | -2.0% | -$6,948 | 减仓 |
| TXN | TEXAS INSTRS INC COM | $35.74万 | 0.11% | 1,841 | -104 | -5.3% | -$2.02万 | 减仓 |
| MSFT | MICROSOFT CORP COM 看跌期权 | $37.02万 | 0.11% | 1,000 | 1,000 | — | $37.02万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | $37.84万 | 0.12% | 10,000 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $42.69万 | 0.13% | 1,985 | 254 | 14.7% | $5.46万 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $44.94万 | 0.14% | 779 | 72 | 10.2% | $4.15万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $45.28万 | 0.14% | 2,596 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP COM | $45.68万 | 0.14% | 4,861 | -165 | -3.3% | -$1.55万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP COM | $46.84万 | 0.14% | 1,632 | 166 | 11.3% | $4.76万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $51.23万 | 0.16% | 1,484 | -25 | -1.7% | -$8,631 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $51.90万 | 0.16% | 2,494 | -189 | -7.0% | -$3.93万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $53.62万 | 0.17% | 2,212 | -87 | -3.8% | -$2.11万 | 减仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $54.26万 | 0.17% | 3,664 | -70 | -1.9% | -$1.04万 | 减仓 |
| UNP | UNION PAC CORP COM | $58.83万 | 0.18% | 2,425 | -70 | -2.8% | -$1.70万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC SHS | $59.22万 | 0.18% | 1,421 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC COM | $60.96万 | 0.19% | 2,064 | -61 | -2.9% | -$1.80万 | 减仓 |
| AMZN | AMAZON COM INC COM | $62.92万 | 0.19% | 3,021 | -1,475 | -32.8% | -$30.72万 | 减仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $71.38万 | 0.22% | 1,674 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $72.45万 | 0.22% | 23,616 | -843 | -3.4% | -$2.59万 | 减仓 |
| D | DOMINION ENERGY INC COM | $75.06万 | 0.23% | 12,142 | 412 | 3.5% | $2.55万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $75.78万 | 0.23% | 1,165 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP COM | $82.45万 | 0.26% | 17,936 | -1,217 | -6.4% | -$5.59万 | 减仓 |
| COR | CENCORA INC COM | $93.74万 | 0.29% | 2,984 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC COM | $99.77万 | 0.31% | 26,806 | 2,952 | 12.4% | $10.99万 | 加仓 |
| — | PGIM ULTRA SHORT MUNICIPAL BOND ETF | $102.55万 | 0.32% | 20,373 | 1,433 | 7.6% | $7.21万 | 加仓 |
| WMT | WALMART INC COM | $103.39万 | 0.32% | 8,319 | -81 | -1.0% | -$1.01万 | 减仓 |
| CTAS | CINTAS CORP COM | $107.49万 | 0.33% | 6,355 | 586 | 10.2% | $9.91万 | 加仓 |
| HPQ | HP INC COM | $108.34万 | 0.34% | 56,398 | 7,087 | 14.4% | $13.61万 | 加仓 |
| ADI | ANALOG DEVICES INC COM | $109.24万 | 0.34% | 3,434 | -19 | -0.6% | -$6,044 | 减仓 |
| BLCR | ISHARES LARGE CAP CORE ACTIVE ETF | $118.45万 | 0.37% | 28,847 | 28,847 | — | $118.45万 | 新建仓 |
| BNY | BANK NEW YORK MELLON CORP COM | $119.85万 | 0.37% | 10,103 | -477 | -4.5% | -$5.66万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP COM | $122.30万 | 0.38% | 12,678 | 1,417 | 12.6% | $13.67万 | 加仓 |
| PAYX | PAYCHEX INC COM | $124.21万 | 0.38% | 13,484 | 1,127 | 9.1% | $10.38万 | 加仓 |
| IDEF | ISHARES DEFENSE INDUSTRIALS ACTIVE ETF | $127.23万 | 0.39% | 38,884 | 38,884 | — | $127.23万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC CL A | $129.76万 | 0.40% | 22,512 | 1,923 | 9.3% | $11.08万 | 加仓 |
| IYE | ISHARES U.S. ENERGY ETF | $130.45万 | 0.40% | 20,141 | -3,664 | -15.4% | -$23.73万 | 减仓 |
| WM | WASTE MGMT INC DEL COM | $135.76万 | 0.42% | 5,908 | -118 | -2.0% | -$2.71万 | 减仓 |
| AFL | AFLAC INC COM | $145.20万 | 0.45% | 13,235 | 995 | 8.1% | $10.92万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. COM | $146.57万 | 0.45% | 22,686 | 1,367 | 6.4% | $8.83万 | 加仓 |
| KLAC | KLA CORP COM NEW | $147.02万 | 0.45% | 998 | -25 | -2.4% | -$3.68万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC COM | $147.53万 | 0.46% | 5,058 | 369 | 7.9% | $10.76万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP INC COM | $152.49万 | 0.47% | 16,923 | 1,176 | 7.5% | $10.60万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC COM | $155.73万 | 0.48% | 7,944 | 486 | 6.5% | $9.53万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW COM | $157.08万 | 0.49% | 60,139 | 3,809 | 6.8% | $9.95万 | 加仓 |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | $168.50万 | 0.52% | 7,021 | 783 | 12.6% | $18.79万 | 加仓 |
| PRU | PRUDENTIAL FINL INC COM | $169.97万 | 0.53% | 17,399 | 983 | 6.0% | $9.60万 | 加仓 |
| TGT | TARGET CORP COM | $170.53万 | 0.53% | 14,070 | 908 | 6.9% | $11.01万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $171.57万 | 0.53% | 8,444 | 917 | 12.2% | $18.63万 | 加仓 |
| EOG | EOG RES INC COM | $174.06万 | 0.54% | 12,040 | 888 | 8.0% | $12.84万 | 加仓 |
| BAI | ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | $175.23万 | 0.54% | 53,181 | 7,862 | 17.3% | $25.91万 | 加仓 |
| BBY | BEST BUY INC COM | $181.82万 | 0.56% | 28,321 | 1,652 | 6.2% | $10.61万 | 加仓 |
| THRO | ISHARES U.S. THEMATIC ROTATION ACTIVE ETF | $186.36万 | 0.58% | 51,453 | 6,897 | 15.5% | $24.98万 | 加仓 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $191.16万 | 0.59% | 9,966 | 904 | 10.0% | $17.34万 | 加仓 |
| MET | METLIFE INC COM | $199.21万 | 0.62% | 28,168 | 1,215 | 4.5% | $8.59万 | 加仓 |
| EFG | ISHARES MSCI EAFE GROWTH ETF | $200.15万 | 0.62% | 17,972 | 17,130 | 2,034.4% | $190.78万 | 加仓 |
| HSY | HERSHEY CO COM | $209.20万 | 0.65% | 10,063 | 431 | 4.5% | $8.96万 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $212.84万 | 0.66% | 14,736 | -224 | -1.5% | -$3.24万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $218.82万 | 0.68% | 2,196 | -103 | -4.5% | -$10.26万 | 减仓 |
| COP | CONOCOPHILLIPS COM | $220.24万 | 0.68% | 16,685 | 772 | 4.9% | $10.19万 | 加仓 |
| FAST | FASTENAL CO COM | $222.07万 | 0.69% | 47,861 | 2,201 | 4.8% | $10.21万 | 加仓 |