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 |
|---|---|---|---|---|---|---|---|---|
| DGRW | WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | $32.76万 | 0.10% | 3,730 | -49 | -1.3% | -$4,304 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $32.63万 | 0.10% | 681 | -458 | -40.2% | -$21.95万 | 减仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $31.65万 | 0.10% | 1,649 | 110 | 7.1% | $2.11万 | 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 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $30.48万 | 0.09% | 4,513 | 58 | 1.3% | $3,917 | 加仓 |
| VCRM | VANGUARD CORE TAX-EXEMPT BOND ETF | $30.06万 | 0.09% | 4,000 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG SPONSORED ADR | $29.50万 | 0.09% | 1,931 | 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 |
| T | AT&T INC COM | $28.99万 | 0.09% | 10,000 | 0 | 0.0% | — | 不变 |
| MUNI | PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND | $28.70万 | 0.09% | 5,500 | 0 | 0.0% | — | 不变 |
| IHE | ISHARES U.S. PHARMACEUTICALS ETF | $28.52万 | 0.09% | 3,290 | -2,856 | -46.5% | -$24.76万 | 减仓 |
| IYT | ISHARES US TRANSPORTATION ETF | $26.94万 | 0.08% | 3,611 | -7,276 | -66.8% | -$54.28万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $26.69万 | 0.08% | 2,038 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. COM | $25.66万 | 0.08% | 2,669 | 59 | 2.3% | $5,673 | 加仓 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $24.92万 | 0.08% | 538 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $24.91万 | 0.08% | 1,166 | 0 | 0.0% | — | 不变 |
| IYK | ISHARES U.S. CONSUMER STAPLES ETF | $24.77万 | 0.08% | 3,537 | -7,088 | -66.7% | -$49.64万 | 减仓 |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $23.43万 | 0.07% | 2,486 | -89 | -3.5% | -$8,387 | 减仓 |
| BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | $23.37万 | 0.07% | 4,500 | -5,000 | -52.6% | -$25.96万 | 减仓 |
| GILD | GILEAD SCIENCES INC COM | $22.33万 | 0.07% | 1,602 | 0 | 0.0% | — | 不变 |
| — | ISHARES U.S. CONSUMER FOCUSED ETF | $21.50万 | 0.07% | 3,975 | -3,187 | -44.5% | -$17.24万 | 减仓 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $21.15万 | 0.07% | 2,441 | -40 | -1.6% | -$3,466 | 减仓 |
| OEF | ISHARES S&P 100 ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GLD | SPDR GOLD SHARES | $0 | 0.00% | 0 | -800 | -100.0% | -$31.70万 | 清仓 |
| LLY | ELI LILLY & CO COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FIS | FIDELITY NATL INFORMATION SVCS COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IXN | ISHARES GLOBAL TECH ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IHI | ISHARES U.S. MEDICAL DEVICES ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PG | PROCTER & GAMBLE CO COM 看跌期权 | $0 | 0.00% | 0 | -1,500 | -100.0% | -$21.50万 | 清仓 |
| PFE | PFIZER INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GOOGL | ALPHABET INC CAP STK CL A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KO | COCA COLA CO COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| COF | CAPITAL ONE FINL CORP COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| META | META PLATFORMS INC CL A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ETN | EATON CORP PLC SHS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VTV | VANGUARD VALUE ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VUG | VANGUARD GROWTH ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AEP | AMERICAN ELEC PWR CO INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GOVT | ISHARES U.S. TREASURY BOND ETF | $0 | 0.00% | 0 | -6,178 | -100.0% | -$14.22万 | 清仓 |
| IHF | ISHARES U.S. HEALTHCARE PROVIDERS ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MCD | MCDONALDS CORP COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ORCL | ORACLE CORP COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IYG | ISHARES US FINANCIAL SERVICES ETF | $0 | 0.00% | 0 | -1,218 | -100.0% | -$11.24万 | 清仓 |
| KNSL | KINSALE CAP GROUP INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $0 | 0.00% | 0 | -1,078 | -100.0% | -$10.77万 | 清仓 |
| — | HONEYWELL INTL INC COM | $0 | 0.00% | 0 | -552 | -100.0% | -$10.77万 | 清仓 |
| ITB | ISHARES U.S. HOME CONSTRUCTION ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LNC | LINCOLN NATL CORP IND COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LOW | LOWES COS INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CVS | CVS HEALTH CORP COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AXP | AMERICAN EXPRESS CO COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MCK | MCKESSON CORP COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RIO | RIO TINTO PLC SPONSORED ADR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RSG | REPUBLIC SVCS INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TSLA | TESLA INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FRST | PRIMIS FINANCIAL CORP COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CAT | CATERPILLAR INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MKL | MARKEL GROUP INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IGEB | ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF | $0 | 0.00% | 0 | -1,690 | -100.0% | -$7.72万 | 清仓 |
| IYJ | ISHARES U.S. INDUSTRIALS ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MBB | ISHARES MBS ETF | $0 | 0.00% | 0 | -772 | -100.0% | -$7.35万 | 清仓 |
| CB | CHUBB LIMITED COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IR | INGERSOLL RAND INC COM | $0 | 0.00% | 0 | -902 | -100.0% | -$7.15万 | 清仓 |
| ADBE | ADOBE INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RPM | RPM INTL INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| POOL | POOL CORP COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BAC | BANK AMERICA CORP COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MPC | MARATHON PETE CORP COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AWK | AMERICAN WTR WKS CO INC NEW COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GE | GE AEROSPACE COM NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NUE | NUCOR CORP COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CTVA | CORTEVA INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CAH | CARDINAL HEALTH INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RBLX | ROBLOX CORP CL A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MU | MICRON TECHNOLOGY INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | ISHARES MSCI AGRICULTURE PRODUCERS ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VZ | VERIZON COMMUNICATIONS INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LCTU | ISHARES U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GOOG | ALPHABET INC CAP STK CL C | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WSO | WATSCO INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BN | BROOKFIELD CORP CL A LTD VT SH | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LAMR | LAMAR ADVERTISING CO CL A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EDIV | STATE STREET SPDR S&P EMERGING MARKETS DIVIDEND ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AGCO | AGCO CORP COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ESGU | ISHARES ESG AWARE MSCI USA ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NEE | NEXTERA ENERGY INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IGRO | ISHARES INTERNATIONAL DIVIDEND GROWTH ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WFC | WELLS FARGO & CO COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TEL | TE CONNECTIVITY PLC ORD SHS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AUB | ATLANTIC UN BANKSHARES CORP COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |