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 |
|---|---|---|---|---|---|---|---|---|
| GLW | CORNING INC COM | $3.75万 | 0.01% | 147 | 0 | 0.0% | — | 重新持有 |
| WMB | WILLIAMS COS INC COM | $3.72万 | 0.01% | 500 | 0 | 0.0% | — | 重新持有 |
| ESGU | ISHARES ESG AWARE MSCI USA ETF | $3.72万 | 0.01% | 227 | -53 | -18.9% | -$8,674 | 重新持有 |
| EDIV | STATE STREET SPDR S&P EMERGING MARKETS DIVIDEND ETF | $3.59万 | 0.01% | 877 | -216 | -19.8% | -$8,847 | 重新持有 |
| WFC | WELLS FARGO & CO COM | $3.55万 | 0.01% | 429 | 0 | 0.0% | — | 重新持有 |
| SBAC | SBA COMMUNICATIONS CORP CL A | $3.53万 | 0.01% | 200 | 0 | 0.0% | — | 重新持有 |
| IBIT | ISHARES BITCOIN TRUST ETF | $3.52万 | 0.01% | 1,056 | 1,056 | — | $3.52万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $3.45万 | 0.01% | 375 | 0 | 0.0% | — | 重新持有 |
| RBLX | ROBLOX CORP CL A | $3.45万 | 0.01% | 634 | 0 | 0.0% | — | 重新持有 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $3.34万 | 0.01% | 70 | 0 | 0.0% | — | 重新持有 |
| KMI | KINDER MORGAN INC DEL COM | $3.20万 | 0.01% | 1,000 | 0 | 0.0% | — | 重新持有 |
| TY | TRI CONTL CORP COM | $3.10万 | 0.01% | 900 | 0 | 0.0% | — | 重新持有 |
| AGCO | AGCO CORP COM | $3.05万 | 0.01% | 255 | -148 | -36.7% | -$1.77万 | 重新持有 |
| DE | DEERE & CO COM | $3.04万 | 0.01% | 48 | 0 | 0.0% | — | 重新持有 |
| USXF | ISHARES ESG ADVANCED MSCI USA ETF | $2.92万 | 0.01% | 421 | 0 | 0.0% | — | 重新持有 |
| IHF | ISHARES U.S. HEALTHCARE PROVIDERS ETF | $2.92万 | 0.01% | 527 | -2,166 | -80.4% | -$11.98万 | 重新持有 |
| IHI | ISHARES U.S. MEDICAL DEVICES ETF | $2.92万 | 0.01% | 590 | -3,435 | -85.3% | -$16.97万 | 重新持有 |
| PSX | PHILLIPS 66 COM | $2.91万 | 0.01% | 172 | 1 | 0.6% | $169 | 重新持有 |
| DSI | ISHARES ESG MSCI KLD 400 ETF | $2.90万 | 0.01% | 204 | -38 | -15.7% | -$5,411 | 重新持有 |
| WPC | WP CAREY INC COM | $2.86万 | 0.01% | 400 | 0 | 0.0% | — | 重新持有 |
| GS | GOLDMAN SACHS GROUP INC COM | $2.81万 | 0.01% | 28 | 0 | 0.0% | — | 重新持有 |
| NVT | NVENT ELEC PLC SHS | $2.78万 | 0.01% | 164 | 0 | 0.0% | — | 重新持有 |
| BCS | BARCLAYS PLC ADR | $2.71万 | 0.01% | 1,010 | 0 | 0.0% | — | 重新持有 |
| IEO | ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETF | $2.61万 | 0.01% | 238 | -16 | -6.3% | -$1,757 | 重新持有 |
| VGLT | VANGUARD LONG-TERM TREASURY ETF | $2.58万 | 0.01% | 467 | 0 | 0.0% | — | 重新持有 |
| QCOM | QUALCOMM INC COM | $2.56万 | 0.01% | 139 | -48 | -25.7% | -$8,840 | 重新持有 |
| BF/B | BROWN FORMAN CORP CL B | $2.50万 | 0.01% | 937 | 0 | 0.0% | — | 重新持有 |
| XEL | XCEL ENERGY INC COM | $2.48万 | 0.01% | 309 | 0 | 0.0% | — | 重新持有 |
| DIS | DISNEY WALT CO COM | $2.46万 | 0.01% | 256 | 1 | 0.4% | $96 | 重新持有 |
| BMO | BANK MONTREAL MEDIUM COM | $2.46万 | 0.01% | 139 | 0 | 0.0% | — | 重新持有 |
| ORI | OLD REP INTL CORP COM | $2.46万 | 0.01% | 600 | 0 | 0.0% | — | 重新持有 |
| SNOW | SNOWFLAKE INC COM SHS | $2.44万 | 0.01% | 96 | 76 | 380.0% | $1.93万 | 重新持有 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $2.42万 | 0.01% | 219 | -212 | -49.2% | -$2.34万 | 重新持有 |
| FNF | FIDELITY NATL FINL INC COM SHS | $2.40万 | 0.01% | 508 | 0 | 0.0% | — | 重新持有 |
| PKG | PACKAGING CORP AMER COM | $2.38万 | 0.01% | 100 | 0 | 0.0% | — | 重新持有 |
| FSLR | FIRST SOLAR INC COM | $2.36万 | 0.01% | 100 | 0 | 0.0% | — | 重新持有 |
| XYL | XYLEM INC COM | $2.31万 | 0.01% | 195 | 0 | 0.0% | — | 重新持有 |
| DTE | DTE ENERGY CO COM | $2.29万 | 0.01% | 150 | 0 | 0.0% | — | 重新持有 |
| HWM | HOWMET AEROSPACE INC COM | $2.26万 | 0.01% | 84 | 0 | 0.0% | — | 重新持有 |
| RY | ROYAL BK CDA COM | $2.26万 | 0.01% | 109 | 0 | 0.0% | — | 重新持有 |
| MLM | MARTIN MARIETTA MATLS INC COM | $2.25万 | 0.01% | 39 | 0 | 0.0% | — | 重新持有 |
| CNC | CENTENE CORP DEL COM | $2.25万 | 0.01% | 350 | 0 | 0.0% | — | 重新持有 |
| DNP | DNP SELECT INCOME FD INC COM | $2.16万 | 0.01% | 2,000 | 0 | 0.0% | — | 重新持有 |
| IYC | ISHARES U.S. CONSUMER DISCRETIONARY ETF | $2.15万 | 0.01% | 213 | -5 | -2.3% | -$505 | 重新持有 |
| BLK | BLACKROCK INC COM | $2.14万 | 0.01% | 22 | 0 | 0.0% | — | 重新持有 |
| DLR | DIGITAL RLTY TR INC COM | $2.11万 | 0.01% | 117 | 0 | 0.0% | — | 重新持有 |
| INTC | INTEL CORP COM | $2.10万 | 0.01% | 150 | 150 | — | $2.10万 | 新建仓 |
| PFGC | PERFORMANCE FOOD GROUP CO COM | $2.07万 | 0.01% | 185 | 0 | 0.0% | — | 重新持有 |
| MFM | ABERDEEN MUN INCOME FD SH BEN INT | $2.03万 | 0.01% | 3,618 | 0 | 0.0% | — | 重新持有 |
| DOW | DOW HLDGS INC COM | $1.98万 | 0.01% | 722 | 0 | 0.0% | — | 重新持有 |
| VKTX | VIKING THERAPEUTICS INC COM | $1.95万 | 0.01% | 500 | 0 | 0.0% | — | 重新持有 |
| PAXS | PIMCO ACCESS INCOME FUND SHS BENFIN INT | $1.89万 | 0.01% | 1,300 | 0 | 0.0% | — | 重新持有 |
| CRM | SALESFORCE INC COM | $1.88万 | 0.01% | 120 | 26 | 27.7% | $4,065 | 重新持有 |
| BG | BUNGE GLOBAL SA COM SHS | $1.86万 | 0.01% | 174 | 0 | 0.0% | — | 重新持有 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $1.85万 | 0.01% | 172 | 172 | — | $1.85万 | 新建仓 |
| BVS | BIOVENTUS INC COM CL A | $1.85万 | 0.01% | 1,958 | 0 | 0.0% | — | 重新持有 |
| GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | $1.84万 | 0.01% | 232 | 57 | 32.6% | $4,527 | 重新持有 |
| BPRE | BLUEROCK PVT REAL ESTATE FD COM | $1.84万 | 0.01% | 1,416 | 0 | 0.0% | — | 重新持有 |
| CCI | CROWN CASTLE INC COM | $1.76万 | 0.00% | 233 | 0 | 0.0% | — | 重新持有 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $1.73万 | 0.00% | 148 | 60 | 68.2% | $7,000 | 重新持有 |
| ITW | ILLINOIS TOOL WKS INC COM | $1.70万 | 0.00% | 63 | 34 | 117.2% | $9,196 | 重新持有 |
| IYH | ISHARES U.S. HEALTHCARE ETF | $1.66万 | 0.00% | 247 | 0 | 0.0% | — | 重新持有 |
| SHW | SHERWIN WILLIAMS CO COM | $1.65万 | 0.00% | 48 | 0 | 0.0% | — | 重新持有 |
| VBK | VANGUARD MORNINGSTAR SMALL-CAP GROWTH ETF | $1.65万 | 0.00% | 45 | 0 | 0.0% | — | 重新持有 |
| CEG | CONSTELLATION ENERGY CORP COM | $1.64万 | 0.00% | 66 | 16 | 32.0% | $3,975 | 重新持有 |
| SU | SUNCOR ENERGY INC NEW COM | $1.61万 | 0.00% | 300 | 0 | 0.0% | — | 重新持有 |
| ESGE | ISHARES ESG AWARE MSCI EM ETF | $1.61万 | 0.00% | 294 | 6 | 2.1% | $328 | 重新持有 |
| C | CITIGROUP INC COM NEW | $1.59万 | 0.00% | 114 | -38 | -25.0% | -$5,316 | 重新持有 |
| FDX | FEDEX CORP COM | $1.57万 | 0.00% | 50 | 0 | 0.0% | — | 重新持有 |
| SHEL | SHELL PLC SPON ADS | $1.55万 | 0.00% | 200 | 0 | 0.0% | — | 重新持有 |
| GD | GENERAL DYNAMICS CORP COM | $1.52万 | 0.00% | 43 | 0 | 0.0% | — | 重新持有 |
| NBTB | NBT BANCORP INC COM | $1.52万 | 0.00% | 308 | 0 | 0.0% | — | 重新持有 |
| TEL | TE CONNECTIVITY PLC ORD SHS | $1.51万 | 0.00% | 75 | -100 | -57.1% | -$2.02万 | 重新持有 |
| IDU | ISHARES U.S. UTILITIES ETF | $1.50万 | 0.00% | 131 | 0 | 0.0% | — | 重新持有 |
| AMT | AMERICAN TOWER CORP COM | $1.50万 | 0.00% | 92 | 1 | 1.1% | $163 | 重新持有 |
| UAL | UNITED AIRLS HLDGS INC COM | $1.50万 | 0.00% | 110 | 0 | 0.0% | — | 重新持有 |
| VBR | VANGUARD MORNINGSTAR SMALL-CAP VALUE ETF | $1.48万 | 0.00% | 61 | 0 | 0.0% | — | 重新持有 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $1.47万 | 0.00% | 50 | -17 | -25.4% | -$4,984 | 重新持有 |
| VTI | VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | $1.43万 | 0.00% | 39 | 1 | 2.6% | $367 | 重新持有 |
| CSX | CSX CORP COM | $1.43万 | 0.00% | 300 | 0 | 0.0% | — | 重新持有 |
| SPMO | INVESCO S&P 500 MOMENTUM ETF | $1.42万 | 0.00% | 88 | 88 | — | $1.42万 | 新建仓 |
| DMXF | ISHARES ESG ADVANCED MSCI EAFE ETF | $1.42万 | 0.00% | 168 | 52 | 44.8% | $4,399 | 重新持有 |
| USA | LIBERTY ALL STAR EQUITY FD SH BEN INT | $1.39万 | 0.00% | 2,400 | 0 | 0.0% | — | 重新持有 |
| SYK | STRYKER CORPORATION COM | $1.39万 | 0.00% | 44 | 0 | 0.0% | — | 重新持有 |
| IRT | INDEPENDENCE RLTY TR INC COM | $1.38万 | 0.00% | 825 | 0 | 0.0% | — | 重新持有 |
| PH | PARKER-HANNIFIN CORP COM | $1.37万 | 0.00% | 14 | 0 | 0.0% | — | 重新持有 |
| APLE | APPLE HOSPITALITY REIT INC COM NEW | $1.34万 | 0.00% | 800 | 0 | 0.0% | — | 重新持有 |
| PSEC | PROSPECT CAP CORP COM | $1.34万 | 0.00% | 5,790 | 0 | 0.0% | — | 重新持有 |
| EMR | EMERSON ELEC CO COM | $1.32万 | 0.00% | 92 | 0 | 0.0% | — | 重新持有 |
| ENB | ENBRIDGE INC COM | $1.29万 | 0.00% | 238 | 0 | 0.0% | — | 重新持有 |
| TTE | TOTALENERGIES SE ACT | $1.25万 | 0.00% | 161 | -150 | -48.2% | -$1.17万 | 重新持有 |
| BAM | BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS | $1.23万 | 0.00% | 274 | 0 | 0.0% | — | 重新持有 |
| SLB | SLB LIMITED COM STK | $1.22万 | 0.00% | 262 | -35 | -11.8% | -$1,627 | 重新持有 |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | $1.19万 | 0.00% | 134 | 3 | 2.3% | $266 | 重新持有 |
| MU | MICRON TECHNOLOGY INC COM | $1.15万 | 0.00% | 10 | -165 | -94.3% | -$19.05万 | 重新持有 |
| SPCX | SPACE EXPLORATION TECHN CORP CLASS A COM STK | $1.14万 | 0.00% | 67 | 67 | — | $1.14万 | 新建仓 |
| — | STRATEGY SHARES NASDAQ 7HANDL INDEX ETF | $1.14万 | 0.00% | 500 | 0 | 0.0% | — | 重新持有 |
| SJM | SMUCKER J M CO COM NEW | $1.12万 | 0.00% | 100 | 0 | 0.0% | — | 重新持有 |
| PARR | PAR PAC HOLDINGS INC COM NEW | $1.12万 | 0.00% | 200 | 0 | 0.0% | — | 重新持有 |
| DELL | DELL TECHNOLOGIES INC CL C | $1.08万 | 0.00% | 25 | -175 | -87.5% | -$7.55万 | 重新持有 |