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 |
|---|---|---|---|---|---|---|---|---|
| IJH | ISHARES CORE S&P MID-CAP ETF | $34.80万 | 0.09% | 4,513 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $34.14万 | 0.09% | 4,505 | -263 | -5.5% | -$1.99万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $34.08万 | 0.09% | 681 | 0 | 0.0% | — | 不变 |
| DGRW | WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | $33.69万 | 0.09% | 3,523 | -207 | -5.5% | -$1.98万 | 减仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $32.96万 | 0.09% | 1,549 | -100 | -6.1% | -$2.13万 | 减仓 |
| PM | PHILIP MORRIS INTL INC COM | $32.30万 | 0.09% | 1,785 | 2 | 0.1% | $362 | 加仓 |
| VCRM | VANGUARD CORE TAX-EXEMPT BOND ETF | $30.56万 | 0.08% | 4,000 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG SPONSORED ADR | $30.26万 | 0.08% | 1,931 | 0 | 0.0% | — | 不变 |
| IYT | ISHARES US TRANSPORTATION ETF | $29.97万 | 0.08% | 3,455 | -156 | -4.3% | -$1.35万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP COM | $29.81万 | 0.08% | 2,716 | -9,962 | -78.6% | -$109.35万 | 减仓 |
| IHE | ISHARES U.S. PHARMACEUTICALS ETF | $29.38万 | 0.08% | 2,967 | -323 | -9.8% | -$3.20万 | 减仓 |
| LLY | ELI LILLY & CO COM | $29.12万 | 0.08% | 243 | -50 | -17.1% | -$5.99万 | 重新持有 |
| MUNI | PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND | $28.93万 | 0.08% | 5,500 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $28.27万 | 0.08% | 1,166 | 0 | 0.0% | — | 不变 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $28.10万 | 0.08% | 538 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP COM | $27.70万 | 0.08% | 2,966 | -19,101 | -86.6% | -$178.40万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $25.80万 | 0.07% | 2,038 | 0 | 0.0% | — | 不变 |
| IYK | ISHARES U.S. CONSUMER STAPLES ETF | $24.02万 | 0.07% | 3,306 | -231 | -6.5% | -$1.68万 | 减仓 |
| BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | $23.55万 | 0.06% | 4,500 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC. COM | $23.51万 | 0.06% | 2,578 | -20,108 | -88.6% | -$183.39万 | 减仓 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $23.30万 | 0.06% | 2,441 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO COM | $23.21万 | 0.06% | 2,856 | 319 | 12.6% | $2.59万 | 重新持有 |
| GOOGL | ALPHABET INC CAP STK CL A | $22.79万 | 0.06% | 638 | 43 | 7.2% | $1.54万 | 重新持有 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $22.58万 | 0.06% | 234 | 0 | 0.0% | — | 重新持有 |
| MDLZ | MONDELEZ INTL INC CL A | $22.13万 | 0.06% | 3,826 | -18,686 | -83.0% | -$108.08万 | 减仓 |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $21.65万 | 0.06% | 2,205 | -281 | -11.3% | -$2.76万 | 减仓 |
| — | ISHARES U.S. CONSUMER FOCUSED ETF | $20.73万 | 0.06% | 3,784 | -191 | -4.8% | -$1.05万 | 减仓 |
| ETN | EATON CORP PLC SHS | $20.67万 | 0.06% | 485 | -3 | -0.6% | -$1,279 | 重新持有 |
| TGT | TARGET CORP COM | $19.31万 | 0.05% | 1,479 | -12,591 | -89.5% | -$164.41万 | 减仓 |
| NFLX | NETFLIX INC. COM | $19.06万 | 0.05% | 2,669 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC COM | $19.01万 | 0.05% | 1,505 | -97 | -6.1% | -$1.23万 | 减仓 |
| VTV | VANGUARD MORNINGSTAR VALUE ETF | $17.65万 | 0.05% | 810 | 0 | 0.0% | — | 重新持有 |
| AEP | AMERICAN ELEC PWR CO INC COM | $17.07万 | 0.05% | 1,248 | 0 | 0.0% | — | 重新持有 |
| PFE | PFIZER INC COM | $16.61万 | 0.05% | 6,896 | -683 | -9.0% | -$1.64万 | 重新持有 |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | $16.13万 | 0.04% | 417 | 0 | 0.0% | — | 重新持有 |
| VUG | VANGUARD MORNINGSTAR GROWTH ETF | $15.97万 | 0.04% | 1,854 | 1,545 | 500.0% | $13.31万 | 重新持有 |
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | $15.52万 | 0.04% | 534 | 161 | 43.2% | $4.68万 | 重新持有 |
| IXN | ISHARES GLOBAL TECH ETF | $15.52万 | 0.04% | 1,074 | -1,379 | -56.2% | -$19.92万 | 重新持有 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $15.44万 | 0.04% | 4,562 | 1,391 | 43.9% | $4.71万 | 重新持有 |
| META | META PLATFORMS INC CL A | $14.96万 | 0.04% | 266 | 24 | 9.9% | $1.35万 | 重新持有 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $14.25万 | 0.04% | 2,684 | 0 | 0.0% | — | 重新持有 |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | $14.23万 | 0.04% | 587 | -4,135 | -87.6% | -$100.24万 | 重新持有 |
| CAT | CATERPILLAR INC COM | $13.08万 | 0.04% | 123 | -19 | -13.4% | -$2.02万 | 重新持有 |
| FIS | FIDELITY NATL INFORMATION SVCS COM | $12.03万 | 0.03% | 3,093 | -1,378 | -30.8% | -$5.36万 | 重新持有 |
| CVS | CVS HEALTH CORP COM | $11.98万 | 0.03% | 1,158 | 4 | 0.3% | $414 | 重新持有 |
| AXP | AMERICAN EXPRESS CO COM | $11.68万 | 0.03% | 345 | 109 | 46.2% | $3.69万 | 重新持有 |
| COF | CAPITAL ONE FINL CORP COM | $11.25万 | 0.03% | 561 | -107 | -16.0% | -$2.15万 | 重新持有 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $11.12万 | 0.03% | 701 | 0 | 0.0% | — | 重新持有 |
| GIS | GENERAL MILLS INC COM | $10.98万 | 0.03% | 3,156 | -23,650 | -88.2% | -$82.30万 | 减仓 |
| MCD | MCDONALDS CORP COM | $10.49万 | 0.03% | 388 | 0 | 0.0% | — | 重新持有 |
| ORCL | ORACLE CORP COM | $9.79万 | 0.03% | 668 | 63 | 10.4% | $9,236 | 重新持有 |
| FRST | PRIMIS FINANCIAL CORP COM | $9.68万 | 0.03% | 5,914 | 0 | 0.0% | — | 重新持有 |
| KNSL | KINSALE CAP GROUP INC COM | $9.17万 | 0.02% | 278 | 0 | 0.0% | — | 重新持有 |
| RIO | RIO TINTO PLC SPONSORED ADR | $8.76万 | 0.02% | 922 | -142 | -13.3% | -$1.35万 | 重新持有 |
| GOOG | ALPHABET INC CAP STK CL C | $8.59万 | 0.02% | 243 | 101 | 71.1% | $3.57万 | 重新持有 |
| RSG | REPUBLIC SVCS INC COM | $8.52万 | 0.02% | 400 | 0 | 0.0% | — | 重新持有 |
| MCK | MCKESSON CORP COM | $8.01万 | 0.02% | 106 | 0 | 0.0% | — | 重新持有 |
| LOW | LOWES COS INC COM | $8.00万 | 0.02% | 363 | -28 | -7.2% | -$6,169 | 重新持有 |
| CB | CHUBB LIMITED COM | $7.94万 | 0.02% | 233 | 0 | 0.0% | — | 重新持有 |
| TSLA | TESLA INC COM | $7.78万 | 0.02% | 185 | 0 | 0.0% | — | 重新持有 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $7.76万 | 0.02% | 804 | 444 | 123.3% | $4.28万 | 重新持有 |
| LNC | LINCOLN NATL CORP IND COM | $7.69万 | 0.02% | 2,174 | 0 | 0.0% | — | 重新持有 |
| RPM | RPM INTL INC COM | $7.39万 | 0.02% | 665 | 0 | 0.0% | — | 重新持有 |
| CTVA | CORTEVA INC COM | $7.05万 | 0.02% | 833 | 0 | 0.0% | — | 重新持有 |
| MKL | MARKEL GROUP INC COM | $7.03万 | 0.02% | 36 | 0 | 0.0% | — | 重新持有 |
| Q | QNITY ELECTRONICS INC COMMON STOCK | $6.78万 | 0.02% | 415 | 0 | 0.0% | — | 重新持有 |
| SOXX | ISHARES SEMICONDUCTOR ETF | $6.73万 | 0.02% | 105 | 0 | 0.0% | — | 重新持有 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $6.40万 | 0.02% | 728 | -169 | -18.8% | -$1.48万 | 重新持有 |
| CAH | CARDINAL HEALTH INC COM | $6.25万 | 0.02% | 263 | 0 | 0.0% | — | 重新持有 |
| BAC | BANK OF AMER CORP COM | $6.21万 | 0.02% | 1,090 | 2 | 0.2% | $114 | 重新持有 |
| HON | HONEYWELL INTL INC COM | $5.98万 | 0.02% | 267 | 267 | — | $5.98万 | 新建仓 |
| HONA | HONEYWELL AEROSPACE INC COM | $5.90万 | 0.02% | 267 | 267 | — | $5.90万 | 新建仓 |
| AWK | AMERICAN WTR WKS CO INC NEW COM | $5.84万 | 0.02% | 444 | 0 | 0.0% | — | 重新持有 |
| VZ | VERIZON COMMUNICATIONS INC COM | $5.61万 | 0.02% | 1,326 | 211 | 18.9% | $8,934 | 重新持有 |
| WSO | WATSCO INC COM | $5.50万 | 0.01% | 132 | 0 | 0.0% | — | 重新持有 |
| GEV | GE VERNOVA INC COM | $5.40万 | 0.01% | 46 | 0 | 0.0% | — | 重新持有 |
| VOO | VANGUARD S&P 500 ETF | $5.32万 | 0.01% | 77 | 56 | 266.7% | $3.87万 | 重新持有 |
| OEF | ISHARES S&P 100 ETF | $5.31万 | 0.01% | 145 | -8,768 | -98.4% | -$320.79万 | 重新持有 |
| LAMR | LAMAR ADVERTISING CO CL A | $5.30万 | 0.01% | 340 | 0 | 0.0% | — | 重新持有 |
| RTX | RTX CORPORATION COM | $5.26万 | 0.01% | 277 | 133 | 92.4% | $2.52万 | 重新持有 |
| VLUE | ISHARES MSCI USA VALUE FACTOR ETF | $5.25万 | 0.01% | 263 | 263 | — | $5.25万 | 新建仓 |
| IYJ | ISHARES U.S. INDUSTRIALS ETF | $5.18万 | 0.01% | 311 | -207 | -40.0% | -$3.45万 | 重新持有 |
| LCTU | ISHARES U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF | $4.77万 | 0.01% | 595 | -13 | -2.1% | -$1,042 | 重新持有 |
| AUB | ATLANTIC UN BANKSHARES CORP COM | $4.66万 | 0.01% | 1,102 | 1 | 0.1% | $42 | 重新持有 |
| KMX | CARMAX INC COM | $4.50万 | 0.01% | 850 | 0 | 0.0% | — | 重新持有 |
| NEE | NEXTERA ENERGY INC COM | $4.46万 | 0.01% | 508 | 0 | 0.0% | — | 重新持有 |
| DTM | DT MIDSTREAM INC COMMON STOCK | $4.40万 | 0.01% | 300 | 0 | 0.0% | — | 重新持有 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $4.24万 | 0.01% | 168 | -135 | -44.6% | -$3.41万 | 重新持有 |
| POOL | POOL CORP COM | $4.17万 | 0.01% | 194 | -72 | -27.1% | -$1.55万 | 重新持有 |
| BN | BROOKFIELD CORP CL A LTD VT SH | $4.11万 | 0.01% | 966 | 0 | 0.0% | — | 重新持有 |
| IGRO | ISHARES INTERNATIONAL DIVIDEND GROWTH ETF | $4.09万 | 0.01% | 465 | -25 | -5.1% | -$2,198 | 重新持有 |
| ADBE | ADOBE INC COM | $4.06万 | 0.01% | 198 | 0 | 0.0% | — | 重新持有 |
| ITB | ISHARES U.S. HOME CONSTRUCTION ETF | $4.04万 | 0.01% | 387 | -690 | -64.1% | -$7.21万 | 重新持有 |
| PLD | PROLOGIS INC. COM | $3.98万 | 0.01% | 294 | 1 | 0.3% | $135 | 重新持有 |
| NUE | NUCOR CORP COM | $3.96万 | 0.01% | 178 | -169 | -48.7% | -$3.76万 | 重新持有 |
| DVN | DEVON ENERGY CORP NEW COM | $3.88万 | 0.01% | 940 | 940 | — | $3.88万 | 新建仓 |
| VDC | VANGUARD CONSUMER STAPLES ETF | $3.83万 | 0.01% | 170 | 0 | 0.0% | — | 重新持有 |
| BA | BOEING CO COM | $3.79万 | 0.01% | 175 | 0 | 0.0% | — | 重新持有 |
| — | ISHARES MSCI AGRICULTURE PRODUCERS ETF | $3.78万 | 0.01% | 858 | -333 | -28.0% | -$1.47万 | 重新持有 |
| DD | DUPONT DE NEMOURS INC COMMON STOCK | $3.76万 | 0.01% | 277 | 277 | — | $3.76万 | 新建仓 |