Retirement Wealth Solutions LLC
MARSHFIELD WI · SEC CIK 0002044741
$1.81亿2026Q2 申报市值
803持仓数
60.4%前十大占比 · 第一大 15.1%
30 / 51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
IVV 加仓+$469.77万
CORO 新建仓+$144.24万
IUSB 加仓+$140.67万
IALT 新建仓+$85.88万
GGOV 新建仓+$71.47万
2026Q2 卖出最多 按季末市值估算
QUAL 减仓-$136.86万
EFV 减仓-$117.28万
VOO 减仓-$103.50万
IEMG 减仓-$92.23万
IAGG 减仓-$80.25万
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 |
|---|---|---|---|---|---|---|---|---|
| — | AIR LEASE CORP | $0 | 0.00% | 0 | -318 | -100.0% | -$2.07万 | 清仓 |
| SPTS | SPDR SERIES TRUST | $0 | 0.00% | 0 | -420 | -100.0% | -$1.23万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -14 | -100.0% | -$6,454 | 清仓 |
| SLYV | SPDR SERIES TRUST | $0 | 0.00% | 0 | -62 | -100.0% | -$5,864 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -131 | -100.0% | -$4,609 | 清仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $0 | 0.00% | 0 | -128 | -100.0% | -$4,098 | 清仓 |
| — | CSG SYS INTL INC | $0 | 0.00% | 0 | -47 | -100.0% | -$3,758 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -13 | -100.0% | -$2,939 | 清仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $0 | 0.00% | 0 | -6 | -100.0% | -$2,680 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -95 | -100.0% | -$2,459 | 清仓 |
| WINA | WINMARK CORP | $0 | 0.00% | 0 | -5 | -100.0% | -$2,138 | 清仓 |
| LOW | LOWES COS INC | $0 | 0.00% | 0 | -9 | -100.0% | -$2,127 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -8 | -100.0% | -$1,916 | 清仓 |
| LCII | LCI INDS | $0 | 0.00% | 0 | -12 | -100.0% | -$1,476 | 清仓 |
| — | CARNIVAL PLC | $0 | 0.00% | 0 | -53 | -100.0% | -$1,366 | 清仓 |
| SBUX | STARBUCKS CORP | $0 | 0.00% | 0 | -13 | -100.0% | -$1,165 | 清仓 |
| WEX | WEX INC | $0 | 0.00% | 0 | -7 | -100.0% | -$1,072 | 清仓 |
| OXY | OCCIDENTAL PETE CORP | $0 | 0.00% | 0 | -15 | -100.0% | -$975 | 清仓 |
| PLNT | PLANET FITNESS MASTER ISSUER | $0 | 0.00% | 0 | -13 | -100.0% | -$967 | 清仓 |
| VIAV | VIAVI SOLUTIONS INC | $0 | 0.00% | 0 | -27 | -100.0% | -$899 | 清仓 |
| ASO | ACADEMY SPORTS & OUTDOORS IN | $0 | 0.00% | 0 | -14 | -100.0% | -$791 | 清仓 |
| BIIB | BIOGEN INC | $0 | 0.00% | 0 | -4 | -100.0% | -$734 | 清仓 |
| MAR | MARRIOTT INTL INC NEW | $0 | 0.00% | 0 | -2 | -100.0% | -$655 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -5 | -100.0% | -$592 | 清仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $0 | 0.00% | 0 | -2 | -100.0% | -$581 | 清仓 |
| DE | DEERE & CO | $0 | 0.00% | 0 | -1 | -100.0% | -$564 | 清仓 |
| SSNC | SS&C TECH HLDGS | $0 | 0.00% | 0 | -8 | -100.0% | -$541 | 清仓 |
| WDS | WOODSIDE ENERGY GROUP LTD | $0 | 0.00% | 0 | -22 | -100.0% | -$526 | 清仓 |
| ABR | ARBOR REALTY TRUST INC | $0 | 0.00% | 0 | -56 | -100.0% | -$432 | 清仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $0 | 0.00% | 0 | -6 | -100.0% | -$424 | 清仓 |
| BKE | BUCKLE INC | $0 | 0.00% | 0 | -8 | -100.0% | -$403 | 清仓 |
| FOXA | FOX CORP | $0 | 0.00% | 0 | -6 | -100.0% | -$351 | 清仓 |
| VTR | VENTAS INC | $0 | 0.00% | 0 | -4 | -100.0% | -$328 | 清仓 |
| RYN | RAYONIER INC | $0 | 0.00% | 0 | -12 | -100.0% | -$248 | 清仓 |
| GXO | GXO LOGISTICS INCORPORATED | $0 | 0.00% | 0 | -4 | -100.0% | -$208 | 清仓 |
| TEAM | ATLASSIAN CORPORATION | $0 | 0.00% | 0 | -3 | -100.0% | -$205 | 清仓 |
| PHG | KONINKLIJKE PHILIPS N V | $0 | 0.00% | 0 | -6 | -100.0% | -$165 | 清仓 |
| IT | GARTNER INC | $0 | 0.00% | 0 | -1 | -100.0% | -$159 | 清仓 |
| DUK | DUKE ENERGY CORP NEW | $0 | 0.00% | 0 | -1 | -100.0% | -$131 | 清仓 |
| MICC | MAGNUM ICE CREAM CO NV | $0 | 0.00% | 0 | -7 | -100.0% | -$105 | 清仓 |
| INSP | INSPIRE MED SYS INC | $0 | 0.00% | 0 | -2 | -100.0% | -$104 | 清仓 |
| TTD | THE TRADE DESK INC | $0 | 0.00% | 0 | -2 | -100.0% | -$46 | 清仓 |
| — | SEALED AIR CORP NEW | $0 | 0.00% | 0 | 0 | — | -$1 | 清仓 |
| KIM | KIMCO REALTY CORP | $1 | 0.00% | 0 | 0 | — | -$1 | 清仓 |
| KFRC | KFORCE INC | $1 | 0.00% | 0 | 0 | — | -$1 | 清仓 |
| KHC | KRAFT HEINZ CO | $2 | 0.00% | 0 | 0 | — | -$2 | 清仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $4 | 0.00% | 0 | 0 | — | -$5 | 清仓 |
| VNOM | VIPER ENERGY INC | $5 | 0.00% | 0 | 0 | — | -$5 | 清仓 |
| SCHE | SCHWAB STRATEGIC TR | $5 | 0.00% | 0 | 0 | — | -$4 | 清仓 |
| HDV | ISHARES TR | $15 | 0.00% | 1 | -4 | -80.0% | -$60 | 减仓 |
| IHI | ISHARES TR | $17 | 0.00% | 0 | 0 | — | -$18 | 清仓 |
| — | SELECT MED HLDGS CORP | $17 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ZECP | ZACKS TRUST | $27 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| AXTA | AXALTA COATING SYS LTD | $35 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $38 | 0.00% | 0 | -17 | -100.0% | -$2,791 | 清仓 |
| MDLZ | MONDELEZ INTL INC | $63 | 0.00% | 1 | -123 | -99.2% | -$7,749 | 重新持有 |
| VTC | VANGUARD SCOTTSDALE FDS | $74 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| CHWY | CHEWY INC | $79 | 0.00% | 4 | -14 | -77.8% | -$276 | 减仓 |
| LIVN | LIVANOVA PLC | $83 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $83 | 0.00% | 2 | 2 | — | $83 | 新建仓 |
| HLNE | HAMILTON LANE INC | $84 | 0.00% | 1 | -60 | -98.4% | -$5,040 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $85 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ZM | ZOOM COMMUNICATIONS INC | $87 | 0.00% | 1 | -2 | -66.7% | -$174 | 减仓 |
| LEN/B | LENNAR CORP | $89 | 0.00% | 1 | 1 | — | $89 | 新建仓 |
| IYH | ISHARES TR | $90 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| MLCO | MELCO RESORTS AND ENTMNT LTD | $95 | 0.00% | 18 | -17 | -48.6% | -$90 | 减仓 |
| IAGG | ISHARES TR | $110 | 0.00% | 2 | -14,590 | -100.0% | -$80.25万 | 减仓 |
| EEMV | ISHARES INC | $111 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| FALN | ISHARES TR | $115 | 0.00% | 4 | -1 | -20.0% | -$29 | 减仓 |
| OGN | ORGANON & CO | $115 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO | $118 | 0.00% | 1 | 0 | 0.0% | — | 重新持有 |
| PL | PLANET LABS PBC | $133 | 0.00% | 4 | 4 | — | $133 | 新建仓 |
| AES | AES CORP | $147 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| GRFS | GRIFOLS S A | $149 | 0.00% | 21 | 21 | — | $149 | 新建仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $155 | 0.00% | 4 | -20 | -83.3% | -$775 | 减仓 |
| PATK | PATRICK INDS INC | $180 | 0.00% | 2 | -84 | -97.7% | -$7,560 | 减仓 |
| RKT | ROCKET COS INC | $189 | 0.00% | 12 | -6 | -33.3% | -$94 | 减仓 |
| RMD | RESMED INC | $195 | 0.00% | 1 | -2 | -66.7% | -$390 | 减仓 |
| SNN | SMITH & NEPHEW PLC | $202 | 0.00% | 7 | -68 | -90.7% | -$1,962 | 减仓 |
| DHR | DANAHER CORP DEL | $204 | 0.00% | 1 | -7 | -87.5% | -$1,428 | 减仓 |
| ADBE | ADOBE INC | $206 | 0.00% | 1 | -5 | -83.3% | -$1,030 | 减仓 |
| CRI | CARTERS INC | $206 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| JJSF | J & J SNACK FOODS CORP | $221 | 0.00% | 3 | 3 | — | $221 | 新建仓 |
| IJR | ISHARES TR | $237 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $240 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| VGNT | VERSIGENT PLC | $253 | 0.00% | 6 | 6 | — | $253 | 新建仓 |
| PPL | PPL CORP | $255 | 0.00% | 7 | 1 | 16.7% | $36 | 加仓 |
| EOG | EOG RES INC | $260 | 0.00% | 2 | -10 | -83.3% | -$1,300 | 减仓 |
| LKFT | LAKEFRONT BIOTHERAPEUTICS NV | $270 | 0.00% | 9 | -3 | -25.0% | -$90 | 减仓 |
| NEOG | NEOGEN CORP | $270 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES TR | $286 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| TSN | TYSON FOODS INC | $287 | 0.00% | 5 | -5 | -50.0% | -$287 | 减仓 |
| COMT | ISHARES U S ETF TR | $297 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| THO | THOR INDS INC | $301 | 0.00% | 4 | 1 | 33.3% | $75 | 加仓 |
| VLUE | ISHARES TR | $303 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| BBY | BEST BUY INC | $304 | 0.00% | 4 | 2 | 100.0% | $152 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $309 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| EFX | EQUIFAX INC | $318 | 0.00% | 2 | -1 | -33.3% | -$159 | 减仓 |
| TV | GRUPO TELEVISA S A B | $326 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $330 | 0.00% | 3 | -2 | -40.0% | -$220 | 减仓 |