13F 机构持仓

Commonwealth Retirement Investments LLC

RICHMOND VA · SEC CIK 0001963787

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$3.68亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AVGO 6.0%
EXXON MOBIL CO 4.1%
ABBV 3.6%
MRK 3.5%
JPM 3.4%
MSFT 3.3%
CVX 3.2%
JNJ 3.1%
LMT 3.0%
PEP 2.8%

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
SBAC SBA COMMUNICATIONS CORP CL A $00.00%0 —— — 申报中断
BA BOEING CO COM $00.00%0 —— — 申报中断
PLD PROLOGIS INC. COM $00.00%0 —— — 申报中断
VDC VANGUARD CONSUMER STAPLES ETF $00.00%0 —— — 申报中断
DTM DT MIDSTREAM INC COMMON STOCK $00.00%0 —— — 申报中断
— COTERRA ENERGY INC COM $00.00%0 -1,344-100.0% -$3.54万 清仓
ORLY OREILLY AUTOMOTIVE INC COM $00.00%0 —— — 申报中断
USMV ISHARES MSCI USA MIN VOL FACTOR ETF $00.00%0 —— — 申报中断
Q QNITY ELECTRONICS INC COMMON STOCK $00.00%0 —— — 申报中断
— DUPONT DE NEMOURS INC COM $00.00%0 -833-100.0% -$3.35万 清仓
KMX CARMAX INC COM $00.00%0 —— — 申报中断
QCOM QUALCOMM INC COM $00.00%0 —— — 申报中断
SOXX ISHARES SEMICONDUCTOR ETF $00.00%0 —— — 申报中断
DSI ISHARES ESG MSCI KLD 400 ETF $00.00%0 —— — 申报中断
GEV GE VERNOVA INC COM $00.00%0 —— — 申报中断
WMB WILLIAMS COS INC COM $00.00%0 —— — 申报中断
GAB GABELLI EQUITY TR INC COM $00.00%0 -4,812-100.0% -$2.97万 清仓
TY TRI CONTL CORP COM $00.00%0 —— — 申报中断
DIS DISNEY WALT CO COM $00.00%0 —— — 申报中断
MMM 3M CO COM $00.00%0 —— — 申报中断
FNF FIDELITY NATIONAL FINANCIAL IN COM SHS $00.00%0 —— — 申报中断
KMI KINDER MORGAN INC DEL COM $00.00%0 —— — 申报中断
ORI OLD REP INTL CORP COM $00.00%0 —— — 申报中断
XYL XYLEM INC COM $00.00%0 —— — 申报中断
RTX RTX CORPORATION COM $00.00%0 —— — 申报中断
FSLR FIRST SOLAR INC COM $00.00%0 —— — 申报中断
VGLT VANGUARD LONG-TERM TREASURY ETF $00.00%0 —— — 申报中断
WPC WP CAREY INC COM $00.00%0 —— — 申报中断
BCS BARCLAYS PLC ADR $00.00%0 —— — 申报中断
DELL DELL TECHNOLOGIES INC CL C $00.00%0 —— — 申报中断
CRM SALESFORCE INC COM $00.00%0 —— — 申报中断
BF/B BROWN FORMAN CORP CL B $00.00%0 —— — 申报中断
MLM MARTIN MARIETTA MATLS INC COM $00.00%0 —— — 申报中断
USXF ISHARES ESG ADVANCED MSCI USA ETF $00.00%0 —— — 申报中断
GS GOLDMAN SACHS GROUP INC COM $00.00%0 —— — 申报中断
XAR STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF $00.00%0 -100-100.0% -$2.41万 清仓
CRUS CIRRUS LOGIC INC COM $00.00%0 -200-100.0% -$2.37万 清仓
BLK BLACKROCK INC COM $00.00%0 —— — 申报中断
XEL XCEL ENERGY INC COM $00.00%0 —— — 申报中断
FN FABRINET SHS $00.00%0 -50-100.0% -$2.28万 清仓
IEO ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETF $00.00%0 —— — 申报中断
CCL CARNIVAL CORP COMMON STOCK $00.00%0 -742-100.0% -$2.27万 清仓
IYC ISHARES U.S. CONSUMER DISCRETIONARY ETF $00.00%0 —— — 申报中断
MEDP MEDPACE HLDGS INC COM $00.00%0 -40-100.0% -$2.25万 清仓
DE DEERE & CO COM $00.00%0 —— — 申报中断
PSX PHILLIPS 66 COM $00.00%0 —— — 申报中断
UHS UNIVERSAL HLTH SVCS INC CL B $00.00%0 -100-100.0% -$2.18万 清仓
MTZ MASTEC INC COM $00.00%0 -100-100.0% -$2.17万 清仓
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS $00.00%0 —— — 申报中断
BPRE BLUEROCK PVT REAL ESTATE FD COM $00.00%0 —— — 申报中断
CCI CROWN CASTLE INC COM $00.00%0 —— — 申报中断
PKG PACKAGING CORP AMER COM $00.00%0 —— — 申报中断
TTE TOTALENERGIES SE ACT $00.00%0 —— — 申报中断
DNP DNP SELECT INCOME FD INC COM $00.00%0 —— — 申报中断
PAXS PIMCO ACCESS INCOME FUND SHS BENFIN INT $00.00%0 —— — 申报中断
MFM MFS MUN INCOME TR SH BEN INT $00.00%0 —— — 申报中断
DTE DTE ENERGY CO COM $00.00%0 —— — 申报中断
RY ROYAL BK CDA COM $00.00%0 —— — 申报中断
DLR DIGITAL RLTY TR INC COM $00.00%0 —— — 申报中断
BMO BANK MONTREAL MEDIUM COM $00.00%0 —— — 申报中断
C CITIGROUP INC COM NEW $00.00%0 —— — 申报中断
CEG CONSTELLATION ENERGY CORP COM $00.00%0 —— — 申报中断
VKTX VIKING THERAPEUTICS INC COM $00.00%0 —— — 申报中断
ROBO ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF $00.00%0 -250-100.0% -$1.73万 清仓
HWM HOWMET AEROSPACE INC COM $00.00%0 —— — 申报中断
JAZZ JAZZ PHARMACEUTICALS PLC SHS USD $00.00%0 -100-100.0% -$1.70万 清仓
HOOD ROBINHOOD MKTS INC COM CL A $00.00%0 -150-100.0% -$1.70万 清仓
DOW DOW HLDGS INC COM $00.00%0 —— — 申报中断
NVT NVENT ELECTRIC PLC SHS $00.00%0 —— — 申报中断
PFGC PERFORMANCE FOOD GROUP CO COM $00.00%0 —— — 申报中断
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF $00.00%0 —— — 申报中断
APD AIR PRODUCTS AND CHEMICALS INC COM $00.00%0 —— — 申报中断
IYH ISHARES U.S. HEALTHCARE ETF $00.00%0 —— — 申报中断
TLH ISHARES 10-20 YEAR TREASURY BOND ETF $00.00%0 -158-100.0% -$1.61万 清仓
AMT AMERICAN TOWER CORP COM $00.00%0 —— — 申报中断
POWL POWELL INDS INC COM $00.00%0 -50-100.0% -$1.59万 清仓
ONTO ONTO INNOVATION INC COM $00.00%0 -100-100.0% -$1.58万 清仓
PLTR PALANTIR TECHNOLOGIES INC CL A $00.00%0 —— — 申报中断
SHW SHERWIN WILLIAMS CO COM $00.00%0 —— — 申报中断
BG BUNGE GLOBAL SA COM SHS $00.00%0 —— — 申报中断
SYK STRYKER CORPORATION COM $00.00%0 —— — 申报中断
USA LIBERTY ALL STAR EQUITY FD SH BEN INT $00.00%0 —— — 申报中断
PSEC PROSPECT CAP CORP COM $00.00%0 —— — 申报中断
GLDM SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST $00.00%0 —— — 申报中断
PLXS PLEXUS CORP COM $00.00%0 -100-100.0% -$1.47万 清仓
SHEL SHELL PLC SPON ADS $00.00%0 —— — 申报中断
BVS BIOVENTUS INC COM CL A $00.00%0 —— — 申报中断
FDX FEDEX CORP COM $00.00%0 —— — 申报中断
IRT INDEPENDENCE RLTY TR INC COM $00.00%0 —— — 申报中断
CNC CENTENE CORP DEL COM $00.00%0 —— — 申报中断
GD GENERAL DYNAMICS CORP COM $00.00%0 —— — 申报中断
BAM BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS $00.00%0 —— — 申报中断
IDU ISHARES U.S. UTILITIES ETF $00.00%0 —— — 申报中断
DX DYNEX CAP INC COM $00.00%0 -1,000-100.0% -$1.40万 清仓
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS $00.00%0 —— — 申报中断
VBK VANGUARD SMALL-CAP GROWTH ETF $00.00%0 —— — 申报中断
FISV FISERV INC COM $00.00%0 —— — 申报中断
SU SUNCOR ENERGY INC NEW COM $00.00%0 —— — 申报中断
DKNG DRAFTKINGS INC NEW COM CL A $00.00%0 —— — 申报中断
VBR VANGUARD SMALL CAP VALUE ETF $00.00%0 —— — 申报中断