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 |
|---|---|---|---|---|---|---|---|---|
| MRP | MILLROSE PPTYS INC COM CL A | $331 | 0.00% | 11 | -15 | -57.7% | -$451 | 重新持有 |
| FTRE | FORTREA HLDGS INC COMMON STOCK | $296 | 0.00% | 17 | 0 | 0.0% | — | 重新持有 |
| MICC | MAGNUM ICE CREAM CO NV ORD SHS | $244 | 0.00% | 14 | 0 | 0.0% | — | 重新持有 |
| VHT | VANGUARD HEALTH CARE ETF | $177 | 0.00% | 1 | 0 | 0.0% | — | 重新持有 |
| QTUM | DEFIANCE QUANTUM ETF | $165 | 0.00% | 1 | 1 | — | $165 | 新建仓 |
| VSNT | VERSANT MEDIA GROUP INC COM CL A | $144 | 0.00% | 4 | 4 | — | $144 | 新建仓 |
| RONB | BARON FIRST PRINCIPLES ETF | $98 | 0.00% | 4 | 4 | — | $98 | 新建仓 |
| DJT | TRUMP MEDIA & TECHNOLOGY GROUP COM | $77 | 0.00% | 10 | 0 | 0.0% | — | 重新持有 |
| TENX | TENAX THERAPEUTICS INC COM NEW | $29 | 0.00% | 2 | 2 | — | $29 | 新建仓 |
| BITO | PROSHARES BITCOIN ETF | $10 | 0.00% | 1 | 0 | 0.0% | — | 重新持有 |
| IBDS | ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | $8 | 0.00% | 0 | 0 | — | — | 清仓 |
| WY | WEYERHAEUSER CO COM NEW | $8 | 0.00% | 0 | 0 | — | — | 清仓 |
| AMC | AMC ENTMT HLDGS INC CL A NEW | $4 | 0.00% | 2 | 2 | — | $4 | 新建仓 |
| ALT | ALTIMMUNE INC COM NEW | $3 | 0.00% | 1 | 0 | 0.0% | — | 重新持有 |
| RSPH | INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF | $1 | 0.00% | 0 | 0 | — | — | 清仓 |
| — | CANOPY GROWTH CORPORATION COM NEW | $1 | 0.00% | 1 | 0 | 0.0% | — | 重新持有 |
| — | EXXON MOBIL CORP COM | $0 | 0.00% | 0 | -78,529 | -100.0% | -$1,332.33万 | 清仓 |
| MSFT | MICROSOFT CORP COM 看跌期权 | $0 | 0.00% | 0 | -1,000 | -100.0% | -$37.02万 | 清仓 |
| AVGO | BROADCOM INC COM 看跌期权 | $0 | 0.00% | 0 | -1,000 | -100.0% | -$30.95万 | 清仓 |
| T | AT&T INC COM | $0 | 0.00% | 0 | -10,000 | -100.0% | -$28.99万 | 清仓 |
| HYS | PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND | $0 | 0.00% | 0 | 0 | — | — | 清仓 |