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 |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC COM | $1,935.71万 | 5.99% | 62,541 | -1,012 | -1.6% | -$31.32万 | 减仓 |
| — | EXXON MOBIL CORP COM | $1,332.33万 | 4.12% | 78,529 | 1,476 | 1.9% | $25.04万 | 加仓 |
| ABBV | ABBVIE INC COM | $1,175.98万 | 3.64% | 54,071 | 1,979 | 3.8% | $43.04万 | 加仓 |
| MRK | MERCK & CO INC COM | $1,129.60万 | 3.50% | 93,906 | 1,906 | 2.1% | $22.93万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $1,094.35万 | 3.39% | 37,202 | 699 | 1.9% | $20.56万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $1,072.67万 | 3.32% | 28,978 | 2,355 | 8.8% | $87.17万 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $1,027.74万 | 3.18% | 49,673 | 3,053 | 6.5% | $63.17万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $998.12万 | 3.09% | 40,833 | 771 | 1.9% | $18.85万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP COM | $974.22万 | 3.01% | 16,119 | 445 | 2.8% | $26.90万 | 加仓 |
| PEP | PEPSICO INC COM | $915.45万 | 2.83% | 58,951 | 4,565 | 8.4% | $70.89万 | 加仓 |
| HD | HOME DEPOT INC COM | $824.49万 | 2.55% | 25,069 | 2,138 | 9.3% | $70.32万 | 加仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $817.18万 | 2.53% | 110,969 | 3,870 | 3.6% | $28.50万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $804.20万 | 2.49% | 12,311 | 3,189 | 35.0% | $208.32万 | 加仓 |
| MO | ALTRIA GROUP INC COM | $789.80万 | 2.44% | 119,685 | 4,483 | 3.9% | $29.58万 | 加仓 |
| PULS | PGIM ULTRA SHORT BOND ETF | $733.42万 | 2.27% | 148,166 | 59,561 | 67.2% | $294.83万 | 加仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $678.28万 | 2.10% | 31,746 | -745 | -2.3% | -$15.92万 | 减仓 |
| V | VISA INC COM CL A | $612.82万 | 1.90% | 20,276 | 2,544 | 14.3% | $76.89万 | 加仓 |
| AMAT | APPLIED MATLS INC COM | $589.82万 | 1.82% | 17,257 | -93 | -0.5% | -$3.18万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC CL B | $452.45万 | 1.40% | 45,990 | 5,031 | 12.3% | $49.49万 | 加仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $448.46万 | 1.39% | 21,239 | 718 | 3.5% | $15.16万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $437.50万 | 1.35% | 72,135 | 4,253 | 6.3% | $25.79万 | 加仓 |
| CSCO | CISCO SYS INC COM | $433.40万 | 1.34% | 55,857 | -544 | -1.0% | -$4.22万 | 减仓 |
| AMGN | AMGEN INC COM | $414.01万 | 1.28% | 11,767 | 602 | 5.4% | $21.18万 | 加仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $398.84万 | 1.23% | 35,261 | 3,395 | 10.7% | $38.40万 | 加仓 |
| MA | MASTERCARD INCORPORATED CL A | $394.00万 | 1.22% | 7,885 | 751 | 10.5% | $37.53万 | 加仓 |
| DYNF | BLACKROCK U.S. EQUITY FACTOR ROTATION ETF | $391.28万 | 1.21% | 67,254 | -1,829 | -2.6% | -$10.64万 | 减仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $365.00万 | 1.13% | 52,330 | -2,301 | -4.2% | -$16.05万 | 减仓 |
| TJX | TJX COS INC NEW COM | $364.58万 | 1.13% | 22,829 | 1,408 | 6.6% | $22.49万 | 加仓 |
| ALL | ALLSTATE CORP COM | $326.13万 | 1.01% | 15,729 | 976 | 6.6% | $20.24万 | 加仓 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $317.19万 | 0.98% | 42,662 | 2,599 | 6.5% | $19.32万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC COM | $310.96万 | 0.96% | 34,498 | 2,558 | 8.0% | $23.06万 | 加仓 |
| AAPL | APPLE INC COM | $307.55万 | 0.95% | 12,118 | -186 | -1.5% | -$4.72万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $283.90万 | 0.88% | 10,492 | 1,613 | 18.2% | $43.65万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO COM | $276.40万 | 0.86% | 61,016 | 5,462 | 9.8% | $24.74万 | 加仓 |
| ABT | ABBOTT LABORATORIES COM | $254.26万 | 0.79% | 24,765 | 3,330 | 15.5% | $34.19万 | 加仓 |
| LEN | LENNAR CORP CL A | $250.13万 | 0.77% | 28,804 | 3,378 | 13.3% | $29.33万 | 加仓 |
| NEM | NEWMONT CORP COM | $238.88万 | 0.74% | 22,067 | 327 | 1.5% | $3.54万 | 加仓 |
| MTB | M & T BK CORP COM | $235.39万 | 0.73% | 11,387 | 396 | 3.6% | $8.19万 | 加仓 |
| CF | CF INDUSTRIES HOLD COM | $225.58万 | 0.70% | 17,374 | 1,026 | 6.3% | $13.32万 | 加仓 |
| FAST | FASTENAL CO COM | $222.07万 | 0.69% | 47,861 | 2,201 | 4.8% | $10.21万 | 加仓 |
| COP | CONOCOPHILLIPS COM | $220.24万 | 0.68% | 16,685 | 772 | 4.9% | $10.19万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $218.82万 | 0.68% | 2,196 | -103 | -4.5% | -$10.26万 | 减仓 |
| PG | PROCTER & GAMBLE CO COM | $212.84万 | 0.66% | 14,736 | -224 | -1.5% | -$3.24万 | 减仓 |
| HSY | HERSHEY CO COM | $209.20万 | 0.65% | 10,063 | 431 | 4.5% | $8.96万 | 加仓 |
| EFG | ISHARES MSCI EAFE GROWTH ETF | $200.15万 | 0.62% | 17,972 | 17,130 | 2,034.4% | $190.78万 | 加仓 |
| MET | METLIFE INC COM | $199.21万 | 0.62% | 28,168 | 1,215 | 4.5% | $8.59万 | 加仓 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $191.16万 | 0.59% | 9,966 | 904 | 10.0% | $17.34万 | 加仓 |
| THRO | ISHARES U.S. THEMATIC ROTATION ACTIVE ETF | $186.36万 | 0.58% | 51,453 | 6,897 | 15.5% | $24.98万 | 加仓 |
| BBY | BEST BUY INC COM | $181.82万 | 0.56% | 28,321 | 1,652 | 6.2% | $10.61万 | 加仓 |
| BAI | ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | $175.23万 | 0.54% | 53,181 | 7,862 | 17.3% | $25.91万 | 加仓 |
| EOG | EOG RES INC COM | $174.06万 | 0.54% | 12,040 | 888 | 8.0% | $12.84万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $171.57万 | 0.53% | 8,444 | 917 | 12.2% | $18.63万 | 加仓 |
| TGT | TARGET CORP COM | $170.53万 | 0.53% | 14,070 | 908 | 6.9% | $11.01万 | 加仓 |
| PRU | PRUDENTIAL FINL INC COM | $169.97万 | 0.53% | 17,399 | 983 | 6.0% | $9.60万 | 加仓 |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | $168.50万 | 0.52% | 7,021 | 783 | 12.6% | $18.79万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW COM | $157.08万 | 0.49% | 60,139 | 3,809 | 6.8% | $9.95万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC COM | $155.73万 | 0.48% | 7,944 | 486 | 6.5% | $9.53万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP INC COM | $152.49万 | 0.47% | 16,923 | 1,176 | 7.5% | $10.60万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC COM | $147.53万 | 0.46% | 5,058 | 369 | 7.9% | $10.76万 | 加仓 |
| KLAC | KLA CORP COM NEW | $147.02万 | 0.45% | 998 | -25 | -2.4% | -$3.68万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. COM | $146.57万 | 0.45% | 22,686 | 1,367 | 6.4% | $8.83万 | 加仓 |
| AFL | AFLAC INC COM | $145.20万 | 0.45% | 13,235 | 995 | 8.1% | $10.92万 | 加仓 |
| WM | WASTE MGMT INC DEL COM | $135.76万 | 0.42% | 5,908 | -118 | -2.0% | -$2.71万 | 减仓 |
| IYE | ISHARES U.S. ENERGY ETF | $130.45万 | 0.40% | 20,141 | -3,664 | -15.4% | -$23.73万 | 减仓 |
| MDLZ | MONDELEZ INTL INC CL A | $129.76万 | 0.40% | 22,512 | 1,923 | 9.3% | $11.08万 | 加仓 |
| IDEF | ISHARES DEFENSE INDUSTRIALS ACTIVE ETF | $127.23万 | 0.39% | 38,884 | 38,884 | — | $127.23万 | 新建仓 |
| PAYX | PAYCHEX INC COM | $124.21万 | 0.38% | 13,484 | 1,127 | 9.1% | $10.38万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP COM | $122.30万 | 0.38% | 12,678 | 1,417 | 12.6% | $13.67万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP COM | $119.85万 | 0.37% | 10,103 | -477 | -4.5% | -$5.66万 | 减仓 |
| BLCR | ISHARES LARGE CAP CORE ACTIVE ETF | $118.45万 | 0.37% | 28,847 | 28,847 | — | $118.45万 | 新建仓 |
| ADI | ANALOG DEVICES INC COM | $109.24万 | 0.34% | 3,434 | -19 | -0.6% | -$6,044 | 减仓 |
| HPQ | HP INC COM | $108.34万 | 0.34% | 56,398 | 7,087 | 14.4% | $13.61万 | 加仓 |
| CTAS | CINTAS CORP COM | $107.49万 | 0.33% | 6,355 | 586 | 10.2% | $9.91万 | 加仓 |
| WMT | WALMART INC COM | $103.39万 | 0.32% | 8,319 | -81 | -1.0% | -$1.01万 | 减仓 |
| — | PGIM ULTRA SHORT MUNICIPAL BOND ETF | $102.55万 | 0.32% | 20,373 | 1,433 | 7.6% | $7.21万 | 加仓 |
| GIS | GENERAL MILLS INC COM | $99.77万 | 0.31% | 26,806 | 2,952 | 12.4% | $10.99万 | 加仓 |
| COR | CENCORA INC COM | $93.74万 | 0.29% | 2,984 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP COM | $82.45万 | 0.26% | 17,936 | -1,217 | -6.4% | -$5.59万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $75.78万 | 0.23% | 1,165 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC COM | $75.06万 | 0.23% | 12,142 | 412 | 3.5% | $2.55万 | 加仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $72.45万 | 0.22% | 23,616 | -843 | -3.4% | -$2.59万 | 减仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $71.38万 | 0.22% | 1,674 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC COM | $62.92万 | 0.19% | 3,021 | -1,475 | -32.8% | -$30.72万 | 减仓 |
| CME | CME GROUP INC COM | $60.96万 | 0.19% | 2,064 | -61 | -2.9% | -$1.80万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC SHS | $59.22万 | 0.18% | 1,421 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP COM | $58.83万 | 0.18% | 2,425 | -70 | -2.8% | -$1.70万 | 减仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $54.26万 | 0.17% | 3,664 | -70 | -1.9% | -$1.04万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $53.62万 | 0.17% | 2,212 | -87 | -3.8% | -$2.11万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $51.90万 | 0.16% | 2,494 | -189 | -7.0% | -$3.93万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $51.23万 | 0.16% | 1,484 | -25 | -1.7% | -$8,631 | 减仓 |
| NSC | NORFOLK SOUTHN CORP COM | $46.84万 | 0.14% | 1,632 | 166 | 11.3% | $4.76万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP COM | $45.68万 | 0.14% | 4,861 | -165 | -3.3% | -$1.55万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $45.28万 | 0.14% | 2,596 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TRUST SERIES I | $44.94万 | 0.14% | 779 | 72 | 10.2% | $4.15万 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $42.69万 | 0.13% | 1,985 | 254 | 14.7% | $5.46万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | $37.84万 | 0.12% | 10,000 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP COM 看跌期权 | $37.02万 | 0.11% | 1,000 | 1,000 | — | $37.02万 | 新建仓 |
| TXN | TEXAS INSTRS INC COM | $35.74万 | 0.11% | 1,841 | -104 | -5.3% | -$2.02万 | 减仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $33.46万 | 0.10% | 4,768 | -99 | -2.0% | -$6,948 | 减仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $33.10万 | 0.10% | 3,656 | 143 | 4.1% | $1.29万 | 加仓 |