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 |
|---|---|---|---|---|---|---|---|---|
| AMAT | APPLIED MATLS INC COM | $536.67万 | 1.46% | 7,423 | -9,834 | -57.0% | -$710.99万 | 减仓 |
| PULS | PGIM ULTRA SHORT BOND ETF | $561.65万 | 1.52% | 113,351 | -34,815 | -23.5% | -$172.51万 | 减仓 |
| V | VISA INC COM CL A | $608.88万 | 1.65% | 17,747 | -2,529 | -12.5% | -$86.77万 | 减仓 |
| CSCO | CISCO SYS INC COM | $653.13万 | 1.77% | 55,605 | -252 | -0.5% | -$2.96万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $663.76万 | 1.80% | 15,970 | 5,478 | 52.2% | $227.68万 | 加仓 |
| MO | ALTRIA GROUP INC COM | $697.64万 | 1.89% | 96,961 | -22,724 | -19.0% | -$163.50万 | 减仓 |
| MS | MORGAN STANLEY COM NEW | $735.43万 | 2.00% | 35,181 | 35,141 | 87,852.5% | $734.60万 | 重新持有 |
| LMT | LOCKHEED MARTIN CORP COM | $751.71万 | 2.04% | 14,755 | -1,364 | -8.5% | -$69.49万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $759.43万 | 2.06% | 23,201 | -14,001 | -37.6% | -$458.29万 | 减仓 |
| PEP | PEPSICO INC COM | $765.94万 | 2.08% | 56,569 | -2,382 | -4.0% | -$32.25万 | 减仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $838.78万 | 2.28% | 19,357 | -12,389 | -39.0% | -$536.84万 | 减仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $858.68万 | 2.33% | 116,970 | 6,001 | 5.4% | $44.05万 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $959.31万 | 2.60% | 57,873 | 8,200 | 16.5% | $135.92万 | 加仓 |
| HD | HOME DEPOT INC COM | $963.84万 | 2.62% | 27,329 | 2,260 | 9.0% | $79.71万 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $978.29万 | 2.66% | 66,714 | 51,978 | 352.7% | $762.20万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $990.53万 | 2.69% | 13,227 | 916 | 7.4% | $68.60万 | 加仓 |
| MRK | MERCK & CO INC COM | $1,070.50万 | 2.91% | 83,307 | -10,599 | -11.3% | -$136.20万 | 减仓 |
| MSFT | MICROSOFT CORP COM | $1,294.57万 | 3.51% | 34,705 | 5,727 | 19.8% | $213.63万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $1,318.46万 | 3.58% | 51,914 | 11,081 | 27.1% | $281.42万 | 加仓 |
| ABBV | ABBVIE INC COM | $1,409.40万 | 3.83% | 56,009 | 1,938 | 3.6% | $48.77万 | 加仓 |
| AVGO | BROADCOM INC COM | $2,749.19万 | 7.46% | 72,778 | 10,237 | 16.4% | $386.70万 | 加仓 |