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 |
|---|---|---|---|---|---|---|---|---|
| CF | CF INDUSTRIES HOLD COM | $225.58万 | 0.70% | 17,374 | 1,026 | 6.3% | $13.32万 | 加仓 |
| MTB | M & T BK CORP COM | $235.39万 | 0.73% | 11,387 | 396 | 3.6% | $8.19万 | 加仓 |
| NEM | NEWMONT CORP COM | $238.88万 | 0.74% | 22,067 | 327 | 1.5% | $3.54万 | 加仓 |
| LEN | LENNAR CORP CL A | $250.13万 | 0.77% | 28,804 | 3,378 | 13.3% | $29.33万 | 加仓 |
| ABT | ABBOTT LABORATORIES COM | $254.26万 | 0.79% | 24,765 | 3,330 | 15.5% | $34.19万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO COM | $276.40万 | 0.86% | 61,016 | 5,462 | 9.8% | $24.74万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $283.90万 | 0.88% | 10,492 | 1,613 | 18.2% | $43.65万 | 加仓 |
| AAPL | APPLE INC COM | $307.55万 | 0.95% | 12,118 | -186 | -1.5% | -$4.72万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC COM | $310.96万 | 0.96% | 34,498 | 2,558 | 8.0% | $23.06万 | 加仓 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $317.19万 | 0.98% | 42,662 | 2,599 | 6.5% | $19.32万 | 加仓 |
| ALL | ALLSTATE CORP COM | $326.13万 | 1.01% | 15,729 | 976 | 6.6% | $20.24万 | 加仓 |
| TJX | TJX COS INC NEW COM | $364.58万 | 1.13% | 22,829 | 1,408 | 6.6% | $22.49万 | 加仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $365.00万 | 1.13% | 52,330 | -2,301 | -4.2% | -$16.05万 | 减仓 |
| DYNF | BLACKROCK U.S. EQUITY FACTOR ROTATION ETF | $391.28万 | 1.21% | 67,254 | -1,829 | -2.6% | -$10.64万 | 减仓 |
| MA | MASTERCARD INCORPORATED CL A | $394.00万 | 1.22% | 7,885 | 751 | 10.5% | $37.53万 | 加仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $398.84万 | 1.23% | 35,261 | 3,395 | 10.7% | $38.40万 | 加仓 |
| AMGN | AMGEN INC COM | $414.01万 | 1.28% | 11,767 | 602 | 5.4% | $21.18万 | 加仓 |
| CSCO | CISCO SYS INC COM | $433.40万 | 1.34% | 55,857 | -544 | -1.0% | -$4.22万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $437.50万 | 1.35% | 72,135 | 4,253 | 6.3% | $25.79万 | 加仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $448.46万 | 1.39% | 21,239 | 718 | 3.5% | $15.16万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC CL B | $452.45万 | 1.40% | 45,990 | 5,031 | 12.3% | $49.49万 | 加仓 |
| AMAT | APPLIED MATLS INC COM | $589.82万 | 1.82% | 17,257 | -93 | -0.5% | -$3.18万 | 减仓 |
| V | VISA INC COM CL A | $612.82万 | 1.90% | 20,276 | 2,544 | 14.3% | $76.89万 | 加仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $678.28万 | 2.10% | 31,746 | -745 | -2.3% | -$15.92万 | 减仓 |
| PULS | PGIM ULTRA SHORT BOND ETF | $733.42万 | 2.27% | 148,166 | 59,561 | 67.2% | $294.83万 | 加仓 |
| MO | ALTRIA GROUP INC COM | $789.80万 | 2.44% | 119,685 | 4,483 | 3.9% | $29.58万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $804.20万 | 2.49% | 12,311 | 3,189 | 35.0% | $208.32万 | 加仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $817.18万 | 2.53% | 110,969 | 3,870 | 3.6% | $28.50万 | 加仓 |
| HD | HOME DEPOT INC COM | $824.49万 | 2.55% | 25,069 | 2,138 | 9.3% | $70.32万 | 加仓 |
| PEP | PEPSICO INC COM | $915.45万 | 2.83% | 58,951 | 4,565 | 8.4% | $70.89万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP COM | $974.22万 | 3.01% | 16,119 | 445 | 2.8% | $26.90万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $998.12万 | 3.09% | 40,833 | 771 | 1.9% | $18.85万 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $1,027.74万 | 3.18% | 49,673 | 3,053 | 6.5% | $63.17万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $1,072.67万 | 3.32% | 28,978 | 2,355 | 8.8% | $87.17万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $1,094.35万 | 3.39% | 37,202 | 699 | 1.9% | $20.56万 | 加仓 |
| MRK | MERCK & CO INC COM | $1,129.60万 | 3.50% | 93,906 | 1,906 | 2.1% | $22.93万 | 加仓 |
| ABBV | ABBVIE INC COM | $1,175.98万 | 3.64% | 54,071 | 1,979 | 3.8% | $43.04万 | 加仓 |
| — | EXXON MOBIL CORP COM | $1,332.33万 | 4.12% | 78,529 | 1,476 | 1.9% | $25.04万 | 加仓 |
| AVGO | BROADCOM INC COM | $1,935.71万 | 5.99% | 62,541 | -1,012 | -1.6% | -$31.32万 | 减仓 |