Retirement Wealth Solutions LLC
MARSHFIELD WI · SEC CIK 0002044741
$1.59亿2026Q1 申报市值
813持仓数
59.7%前十大占比 · 第一大 15.6%
65 / 48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
IVV 加仓+$256.90万
EFG 加仓+$232.18万
BLCR 新建仓+$131.57万
IDEF 新建仓+$118.29万
LMUB 新建仓+$94.33万
2026Q1 卖出最多 按季末市值估算
OEF 减仓-$287.78万
VEA 减仓-$158.71万
VWO 减仓-$66.73万
IAU 减仓-$59.31万
ITA 减仓-$59.30万
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 |
|---|---|---|---|---|---|---|---|---|
| NEOG | NEOGEN CORP | $279 | 0.00% | 30 | -69 | -69.7% | -$642 | 减仓 |
| TLT | ISHARES TR | $284 | 0.00% | 3 | -57 | -95.0% | -$5,396 | 减仓 |
| VTR | VENTAS INC | $328 | 0.00% | 4 | 4 | — | $328 | 新建仓 |
| PRGS | PROGRESS SOFTWARE CORP | $334 | 0.00% | 13 | -49 | -79.0% | -$1,259 | 减仓 |
| NTNX | NUTANIX INC | $343 | 0.00% | 9 | -9 | -50.0% | -$343 | 减仓 |
| LEN | LENNAR CORP | $348 | 0.00% | 4 | -2 | -33.3% | -$174 | 重新持有 |
| PMT | PENNYMAC MTG INVT TR | $350 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| TV | GRUPO TELEVISA S A B | $350 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| FOXA | FOX CORP | $351 | 0.00% | 6 | 6 | — | $351 | 新建仓 |
| COMT | ISHARES U S ETF TR | $354 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| LKFT | GALAPAGOS NV | $360 | 0.00% | 12 | 12 | — | $360 | 新建仓 |
| ESGE | ISHARES INC | $361 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $369 | 0.00% | 4 | -1 | -20.0% | -$92 | 减仓 |
| UPST | UPSTART HLDGS INC | $385 | 0.00% | 15 | -5 | -25.0% | -$128 | 减仓 |
| TXN | TEXAS INSTRS INC | $389 | 0.00% | 2 | 1 | 100.0% | $194 | 重新持有 |
| BBWI | BATH & BODY WORKS INC | $393 | 0.00% | 21 | 21 | — | $393 | 新建仓 |
| DUOL | DUOLINGO INC | $395 | 0.00% | 4 | 2 | 100.0% | $198 | 加仓 |
| IHG | INTERCONTINENTAL HOTELS GROU | $401 | 0.00% | 3 | 3 | — | $401 | 新建仓 |
| BKE | BUCKLE INC | $403 | 0.00% | 8 | 5 | 166.7% | $252 | 加仓 |
| TPG | TPG INC | $406 | 0.00% | 10 | -21 | -67.7% | -$853 | 减仓 |
| NTAP | NETAPP INC | $410 | 0.00% | 4 | 3 | 300.0% | $308 | 重新持有 |
| DORM | DORMAN PRODS INC | $418 | 0.00% | 4 | -1 | -20.0% | -$104 | 重新持有 |
| EMB | ISHARES TR | $420 | 0.00% | 4 | -1,873 | -99.8% | -$19.67万 | 减仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $424 | 0.00% | 6 | 6 | — | $424 | 新建仓 |
| ABR | ARBOR REALTY TRUST INC | $432 | 0.00% | 56 | 40 | 250.0% | $309 | 加仓 |
| AMP | AMERIPRISE FINL INC | $445 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| JOBY | JOBY AVIATION INC | $447 | 0.00% | 54 | -25 | -31.6% | -$207 | 减仓 |
| ORA | ORMAT TECHNOLOGIES INC | $448 | 0.00% | 4 | -10 | -71.4% | -$1,120 | 减仓 |
| PRKS | UNITED PARKS & RESORTS INC | $458 | 0.00% | 14 | 6 | 75.0% | $196 | 加仓 |
| BX | BLACKSTONE INC | $460 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| FERG | FERGUSON ENTERPRISES INC | $467 | 0.00% | 2 | -2 | -50.0% | -$467 | 减仓 |
| PHM | PULTE GROUP INC | $471 | 0.00% | 4 | -2 | -33.3% | -$236 | 重新持有 |
| OLED | UNIVERSAL DISPLAY CORP | $476 | 0.00% | 5 | -15 | -75.0% | -$1,428 | 减仓 |
| GLXY | GALAXY DIGITAL INC. | $480 | 0.00% | 26 | 20 | 333.3% | $369 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $483 | 0.00% | 5 | -1 | -16.7% | -$97 | 重新持有 |
| ESS | ESSEX PPTY TR INC | $484 | 0.00% | 2 | 1 | 100.0% | $242 | 加仓 |
| ES | EVERSOURCE ENERGY | $485 | 0.00% | 7 | 7 | — | $485 | 新建仓 |
| CHWY | CHEWY INC | $486 | 0.00% | 18 | 11 | 157.1% | $297 | 加仓 |
| CNNE | CANNAE HLDGS INC | $489 | 0.00% | 43 | 27 | 168.8% | $307 | 加仓 |
| MDB | MONGODB INC | $490 | 0.00% | 2 | 2 | — | $490 | 新建仓 |
| TEM | TEMPUS AI INC | $498 | 0.00% | 11 | 1 | 10.0% | $45 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $509 | 0.00% | 7 | 7 | — | $509 | 新建仓 |
| HUM | HUMANA INC | $521 | 0.00% | 3 | -3 | -50.0% | -$521 | 减仓 |
| WDS | WOODSIDE ENERGY GROUP LTD | $526 | 0.00% | 22 | 22 | — | $526 | 新建仓 |
| VMRK | EQUITY RESIDENTIAL | $533 | 0.00% | 9 | -1 | -10.0% | -$59 | 重新持有 |
| NSIT | INSIGHT ENTERPRISES INC | $537 | 0.00% | 8 | 8 | — | $537 | 新建仓 |
| VRTS | VIRTUS INVT PARTNERS INC | $538 | 0.00% | 4 | 2 | 100.0% | $269 | 重新持有 |
| KN | KNOWLES CORP | $540 | 0.00% | 21 | -52 | -71.2% | -$1,337 | 减仓 |
| SSNC | SS&C TECH HLDGS | $541 | 0.00% | 8 | 0 | 0.0% | — | 重新持有 |
| EFX | EQUIFAX INC | $541 | 0.00% | 3 | 0 | 0.0% | — | 重新持有 |
| LYFT | LYFT INC | $559 | 0.00% | 42 | -32 | -43.2% | -$426 | 减仓 |
| DE | DEERE & CO | $564 | 0.00% | 1 | -1 | -50.0% | -$564 | 重新持有 |
| WAL | WESTERN ALLIANCE BANCORP | $567 | 0.00% | 8 | -1 | -11.1% | -$71 | 减仓 |
| AGCO | AGCO CORP | $580 | 0.00% | 5 | 5 | — | $580 | 新建仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $581 | 0.00% | 2 | 2 | — | $581 | 新建仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $582 | 0.00% | 9 | 2 | 28.6% | $129 | 加仓 |
| DOW | DOW HLDGS INC | $584 | 0.00% | 14 | -7 | -33.3% | -$292 | 减仓 |
| ZTS | ZOETIS INC | $592 | 0.00% | 5 | 4 | 400.0% | $474 | 重新持有 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $593 | 0.00% | 15 | -6 | -28.6% | -$237 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $593 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CELH | CELSIUS HLDGS INC | $604 | 0.00% | 17 | 2 | 13.3% | $71 | 加仓 |
| PRVA | PRIVIA HEALTH GROUP INC | $618 | 0.00% | 30 | 6 | 25.0% | $124 | 加仓 |
| D | DOMINION ENERGY INC | $619 | 0.00% | 10 | -1 | -9.1% | -$62 | 减仓 |
| BDX | BECTON DICKINSON & CO | $629 | 0.00% | 4 | 4 | — | $629 | 新建仓 |
| TROW | PRICE T ROWE GROUP INC | $631 | 0.00% | 7 | -11 | -61.1% | -$992 | 减仓 |
| STT | STATE STR CORP | $633 | 0.00% | 5 | 5 | — | $633 | 新建仓 |
| TSN | TYSON FOODS INC | $641 | 0.00% | 10 | 2 | 25.0% | $128 | 加仓 |
| HPQ | HP INC | $654 | 0.00% | 34 | 20 | 142.9% | $385 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $655 | 0.00% | 2 | 2 | — | $655 | 新建仓 |
| EMR | EMERSON ELEC CO | $656 | 0.00% | 5 | 0 | 0.0% | — | 重新持有 |
| DLTR | DOLLAR TREE INC | $658 | 0.00% | 6 | 1 | 20.0% | $110 | 加仓 |
| FRME | FIRST MERCHANTS CORP | $659 | 0.00% | 17 | -17 | -50.0% | -$659 | 减仓 |
| STRA | STRATEGIC ED INC | $664 | 0.00% | 8 | 5 | 166.7% | $415 | 加仓 |
| VSNT | VERSANT MEDIA GROUP INC | $667 | 0.00% | 18 | 18 | — | $667 | 新建仓 |
| RMD | RESMED INC | $674 | 0.00% | 3 | 1 | 50.0% | $225 | 加仓 |
| CRTO | CRITEO S A | $682 | 0.00% | 38 | 18 | 90.0% | $323 | 加仓 |
| UMH | UMH PPTYS INC | $687 | 0.00% | 48 | -4 | -7.7% | -$57 | 减仓 |
| RTO | RENTOKIL INITIAL PLC | $693 | 0.00% | 22 | 22 | — | $693 | 新建仓 |
| NTRS | NORTHERN TR CORP | $698 | 0.00% | 5 | 1 | 25.0% | $140 | 加仓 |
| FWONA | LIBERTY MEDIA CORP DEL | $703 | 0.00% | 9 | -3 | -25.0% | -$234 | 减仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $703 | 0.00% | 9 | -1 | -10.0% | -$78 | 减仓 |
| IIPR | INNOVATIVE INDL PPTYS INC | $703 | 0.00% | 14 | 6 | 75.0% | $301 | 加仓 |
| DG | DOLLAR GEN CORP | $713 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $718 | 0.00% | 2 | -2 | -50.0% | -$718 | 减仓 |
| SM | SM ENERGY COMPANY | $718 | 0.00% | 23 | 2 | 9.5% | $62 | 重新持有 |
| RF | REGIONS FINANCIAL CORP NEW | $732 | 0.00% | 28 | 5 | 21.7% | $131 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $733 | 0.00% | 13 | -1 | -7.1% | -$56 | 减仓 |
| BIIB | BIOGEN INC | $734 | 0.00% | 4 | 4 | — | $734 | 新建仓 |
| ON | ON SEMICONDUCTOR CORP | $744 | 0.00% | 12 | 1 | 9.1% | $62 | 加仓 |
| OKLO | OKLO INC | $744 | 0.00% | 15 | 7 | 87.5% | $347 | 加仓 |
| CROX | CROCS INC | $748 | 0.00% | 9 | -12 | -57.1% | -$997 | 减仓 |
| VST | VISTRA CORP | $752 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| EXP | EAGLE MATLS INC | $758 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| AIN | ALBANY INTL CORP | $784 | 0.00% | 15 | 15 | — | $784 | 新建仓 |
| UCB | UNITED CMNTY BKS BLAIRSVLE G | $788 | 0.00% | 25 | 3 | 13.6% | $95 | 加仓 |
| ASO | ACADEMY SPORTS & OUTDOORS IN | $791 | 0.00% | 14 | 4 | 40.0% | $226 | 重新持有 |
| KR | KROGER CO | $796 | 0.00% | 11 | 3 | 37.5% | $217 | 加仓 |
| SFNC | SIMMONS FIRST NATL CORP | $817 | 0.00% | 42 | -36 | -46.2% | -$700 | 重新持有 |
| CNO | CNO FINL GROUP INC | $822 | 0.00% | 20 | 9 | 81.8% | $370 | 加仓 |
| MTB | M & T BK CORP | $827 | 0.00% | 4 | 1 | 33.3% | $207 | 加仓 |