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 |
|---|---|---|---|---|---|---|---|---|
| RTO | RENTOKIL INITIAL PLC | $344 | 0.00% | 12 | -10 | -45.5% | -$287 | 减仓 |
| AGNT | AGNT INC | $354 | 0.00% | 65 | 53 | 441.7% | $289 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $360 | 0.00% | 2 | 2 | — | $360 | 新建仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $365 | 0.00% | 6 | -3 | -33.3% | -$182 | 减仓 |
| BRX | BRIXMOR PPTY GROUP INC | $379 | 0.00% | 12 | -26 | -68.4% | -$821 | 减仓 |
| IXN | ISHARES TR | $380 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CELH | CELSIUS HLDGS INC | $381 | 0.00% | 13 | -4 | -23.5% | -$117 | 减仓 |
| DOW | DOW HLDGS INC | $384 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $385 | 0.00% | 5 | 1 | 25.0% | $77 | 加仓 |
| LW | LAMB WESTON HLDGS INC | $389 | 0.00% | 9 | 5 | 125.0% | $216 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $422 | 0.00% | 8 | -29 | -78.4% | -$1,530 | 减仓 |
| EMB | ISHARES TR | $434 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| ORA | ORMAT TECHNOLOGIES INC | $436 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES INC | $437 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $442 | 0.00% | 2 | -3 | -60.0% | -$663 | 减仓 |
| KR | KROGER CO | $445 | 0.00% | 8 | -3 | -27.3% | -$167 | 减仓 |
| BDX | BECTON DICKINSON & CO | $454 | 0.00% | 3 | -1 | -25.0% | -$151 | 减仓 |
| AMP | AMERIPRISE FINL INC | $459 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $471 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| QS | QUANTUMSCAPE CORP | $477 | 0.00% | 63 | 45 | 250.0% | $341 | 加仓 |
| HPQ | HP INC | $483 | 0.00% | 22 | -12 | -35.3% | -$263 | 减仓 |
| AZTA | AZENTA INC | $485 | 0.00% | 19 | 16 | 533.3% | $408 | 加仓 |
| SANM | SANMINA CORP | $507 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $511 | 0.00% | 3 | -2 | -40.0% | -$341 | 减仓 |
| EXLS | EXLSERVICE HLDGS INC | $518 | 0.00% | 20 | -71 | -78.0% | -$1,839 | 减仓 |
| G | GENPACT LIMITED | $523 | 0.00% | 19 | -6 | -24.0% | -$165 | 减仓 |
| HSY | HERSHEY CO | $527 | 0.00% | 3 | -3 | -50.0% | -$527 | 减仓 |
| NICE | NICE LTD | $546 | 0.00% | 6 | -14 | -70.0% | -$1,274 | 减仓 |
| VTS | VITESSE ENERGY INC | $552 | 0.00% | 35 | 26 | 288.9% | $410 | 加仓 |
| AXON | AXON ENTERPRISE INC | $561 | 0.00% | 1 | -2 | -66.7% | -$1,122 | 减仓 |
| SHAK | SHAKE SHACK INC | $561 | 0.00% | 10 | -1 | -9.1% | -$56 | 减仓 |
| — | AVALONBAY CMNTYS INC | $567 | 0.00% | 3 | 2 | 200.0% | $378 | 加仓 |
| VRTS | VIRTUS INVT PARTNERS INC | $574 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| SM | SM ENERGY COMPANY | $575 | 0.00% | 22 | -1 | -4.3% | -$26 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $578 | 0.00% | 9 | -5 | -35.7% | -$321 | 减仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $578 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| ESS | ESSEX PPTY TR INC | $584 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| VMRK | EQUITY RESIDENTIAL | $612 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| GNL | GLOBAL NET LEASE INC | $617 | 0.00% | 69 | -56 | -44.8% | -$501 | 减仓 |
| NTAP | NETAPP INC | $620 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP | $634 | 0.00% | 7 | 3 | 75.0% | $272 | 加仓 |
| BG | BUNGE GLOBAL SA | $641 | 0.00% | 6 | -8 | -57.1% | -$855 | 减仓 |
| VSNT | VERSANT MEDIA GROUP INC | $655 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $662 | 0.00% | 19 | 15 | 375.0% | $523 | 加仓 |
| Z | ZILLOW GROUP INC | $694 | 0.00% | 22 | -21 | -48.8% | -$662 | 减仓 |
| QBTS | D-WAVE QUANTUM INC | $696 | 0.00% | 29 | 14 | 93.3% | $336 | 加仓 |
| MDT | MEDTRONIC PLC | $705 | 0.00% | 9 | -40 | -81.6% | -$3,133 | 减仓 |
| ECHO | ECHOSTAR CORP | $711 | 0.00% | 7 | -1 | -12.5% | -$102 | 减仓 |
| GLXY | GALAXY DIGITAL INC. | $711 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| FERG | FERGUSON ENTERPRISES INC | $712 | 0.00% | 3 | 1 | 50.0% | $237 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $716 | 0.00% | 10 | -8 | -44.4% | -$573 | 减仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $716 | 0.00% | 8 | 5 | 166.7% | $448 | 加仓 |
| LNG | CHENIERE ENERGY INC | $718 | 0.00% | 3 | -1 | -25.0% | -$239 | 减仓 |
| BBWI | BATH & BODY WORKS INC | $718 | 0.00% | 31 | 10 | 47.6% | $232 | 加仓 |
| UMH | UMH PPTYS INC | $720 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| FOUR | SHIFT4 PMTS INC | $730 | 0.00% | 15 | 10 | 200.0% | $487 | 加仓 |
| KKR | KKR & CO INC | $735 | 0.00% | 8 | 8 | — | $735 | 新建仓 |
| WAL | WESTERN ALLIANCE BANCORP | $740 | 0.00% | 9 | 1 | 12.5% | $82 | 加仓 |
| FRME | FIRST MERCHANTS CORP | $743 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| FMS | FRESENIUS MEDICAL CARE AG | $747 | 0.00% | 33 | -45 | -57.7% | -$1,019 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $750 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $751 | 0.00% | 2 | 1 | 100.0% | $376 | 加仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $752 | 0.00% | 12 | -2 | -14.3% | -$125 | 减仓 |
| ANDE | ANDERSONS INC | $753 | 0.00% | 11 | -2 | -15.4% | -$137 | 减仓 |
| OC | OWENS CORNING NEW | $795 | 0.00% | 5 | 5 | — | $795 | 新建仓 |
| DUOL | DUOLINGO INC | $806 | 0.00% | 7 | 3 | 75.0% | $345 | 加仓 |
| Q | QNITY ELECTRONICS INC | $817 | 0.00% | 5 | 5 | — | $817 | 新建仓 |
| IYE | ISHARES TR | $823 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| STRA | STRATEGIC ED INC | $843 | 0.00% | 11 | 3 | 37.5% | $230 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $846 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| DLTR | DOLLAR TREE INC | $847 | 0.00% | 7 | 1 | 16.7% | $121 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $848 | 0.00% | 4 | -3 | -42.9% | -$636 | 减仓 |
| LYFT | LYFT INC | $848 | 0.00% | 58 | 16 | 38.1% | $234 | 加仓 |
| EQT | EQT CORP | $851 | 0.00% | 16 | -12 | -42.9% | -$638 | 减仓 |
| INGR | INGREDION INC | $853 | 0.00% | 9 | 1 | 12.5% | $95 | 加仓 |
| RRC | RANGE RES CORP | $856 | 0.00% | 23 | -3 | -11.5% | -$112 | 减仓 |
| ABNB | AIRBNB INC | $859 | 0.00% | 6 | -4 | -40.0% | -$573 | 减仓 |
| PRKS | UNITED PARKS & RESORTS INC | $860 | 0.00% | 18 | 4 | 28.6% | $191 | 加仓 |
| BA | BOEING CO | $866 | 0.00% | 4 | 4 | — | $866 | 新建仓 |
| NTRS | NORTHERN TR CORP | $870 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| KN | KNOWLES CORP | $872 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| FWONA | LIBERTY MEDIA CORP DEL | $876 | 0.00% | 10 | 1 | 11.1% | $88 | 加仓 |
| GMAB | GENMAB A/S | $880 | 0.00% | 32 | 29 | 966.7% | $798 | 加仓 |
| OLED | UNIVERSAL DISPLAY CORP | $882 | 0.00% | 10 | 5 | 100.0% | $441 | 加仓 |
| SNPS | SYNOPSYS INC | $893 | 0.00% | 2 | -6 | -75.0% | -$2,679 | 减仓 |
| FIVE | FIVE BELOW INC | $899 | 0.00% | 5 | 5 | — | $899 | 新建仓 |
| EXP | EAGLE MATLS INC | $900 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| WU | WESTERN UN CO | $901 | 0.00% | 117 | -45 | -27.8% | -$347 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $928 | 0.00% | 7 | -5 | -41.7% | -$663 | 减仓 |
| ES | EVERSOURCE ENERGY | $940 | 0.00% | 13 | 6 | 85.7% | $434 | 加仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $942 | 0.00% | 6 | -1 | -14.3% | -$157 | 减仓 |
| CNNE | CANNAE HLDGS INC | $951 | 0.00% | 66 | 23 | 53.5% | $331 | 加仓 |
| MP | MP MATERIALS CORP | $953 | 0.00% | 17 | -1 | -5.6% | -$56 | 减仓 |
| MTB | M & T BK CORP | $953 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| DORM | DORMAN PRODS INC | $956 | 0.00% | 7 | 3 | 75.0% | $410 | 加仓 |
| D | DOMINION ENERGY INC | $957 | 0.00% | 14 | 4 | 40.0% | $273 | 加仓 |
| PFSI | PENNYMAC FINL SVCS INC NEW | $959 | 0.00% | 11 | 8 | 266.7% | $697 | 加仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $960 | 0.00% | 11 | -17 | -60.7% | -$1,484 | 减仓 |
| XEL | XCEL ENERGY INC | $964 | 0.00% | 12 | 1 | 9.1% | $80 | 加仓 |
| WYNN | WYNN RESORTS LTD | $971 | 0.00% | 10 | -3 | -23.1% | -$291 | 减仓 |