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 |
|---|---|---|---|---|---|---|---|---|
| HOPE | HOPE BANCORP INC | $838 | 0.00% | 75 | 25 | 50.0% | $279 | 加仓 |
| CTAS | CINTAS CORP | $846 | 0.00% | 5 | 1 | 25.0% | $169 | 加仓 |
| MP | MP MATERIALS CORP | $869 | 0.00% | 18 | 3 | 20.0% | $145 | 加仓 |
| XEL | XCEL ENERGY INC | $874 | 0.00% | 11 | -1 | -8.3% | -$79 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $879 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| TER | TERADYNE INC | $890 | 0.00% | 3 | 3 | — | $890 | 新建仓 |
| VIAV | VIAVI SOLUTIONS INC | $899 | 0.00% | 27 | -76 | -73.8% | -$2,531 | 减仓 |
| INGR | INGREDION INC | $902 | 0.00% | 8 | 8 | — | $902 | 新建仓 |
| HMC | HONDA MOTOR CO LTD | $924 | 0.00% | 38 | 12 | 46.2% | $292 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $924 | 0.00% | 4 | 4 | — | $924 | 新建仓 |
| EXR | EXTRA SPACE STORAGE INC | $925 | 0.00% | 7 | 3 | 75.0% | $396 | 加仓 |
| G | GENPACT LIMITED | $932 | 0.00% | 25 | -4 | -13.8% | -$149 | 减仓 |
| ANDE | ANDERSONS INC | $934 | 0.00% | 13 | 2 | 18.2% | $144 | 加仓 |
| ECHO | ECHOSTAR CORP | $937 | 0.00% | 8 | 8 | — | $937 | 新建仓 |
| CINF | CINCINNATI FINL CORP | $945 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| HIMS | HIMS & HERS HEALTH INC | $955 | 0.00% | 46 | 38 | 475.0% | $789 | 加仓 |
| TFX | TELEFLEX INCORPORATED | $957 | 0.00% | 8 | -1 | -11.1% | -$120 | 减仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $960 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| ACGL | ARCH CAP GROUP LTD | $960 | 0.00% | 10 | 1 | 11.1% | $96 | 加仓 |
| PLNT | PLANET FITNESS MASTER ISSUER | $967 | 0.00% | 13 | -1 | -7.1% | -$74 | 减仓 |
| IYE | ISHARES TR | $973 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| WTFC | WINTRUST FINL CORP | $973 | 0.00% | 7 | 2 | 40.0% | $278 | 加仓 |
| SHAK | SHAKE SHACK INC | $974 | 0.00% | 11 | -1 | -8.3% | -$89 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $975 | 0.00% | 15 | 15 | — | $975 | 新建仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $977 | 0.00% | 5 | 1 | 25.0% | $195 | 加仓 |
| PK | PARK HOTELS & RESORTS INC | $980 | 0.00% | 93 | -7 | -7.0% | -$74 | 重新持有 |
| IONQ | IONQ INC | $981 | 0.00% | 34 | 9 | 36.0% | $260 | 加仓 |
| YELP | YELP INC | $990 | 0.00% | 40 | 23 | 135.3% | $569 | 加仓 |
| ALK | ALASKA AIR GROUP INC | $994 | 0.00% | 27 | -13 | -32.5% | -$479 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $998 | 0.00% | 14 | -1 | -6.7% | -$71 | 减仓 |
| AAT | AMERICAN ASSETS TR INC | $1,013 | 0.00% | 55 | 27 | 96.4% | $497 | 加仓 |
| GH | GUARDANT HEALTH INC | $1,017 | 0.00% | 11 | 11 | — | $1,017 | 新建仓 |
| CVBF | CVB FINL CORP | $1,028 | 0.00% | 53 | 21 | 65.6% | $407 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $1,046 | 0.00% | 5 | 5 | — | $1,046 | 新建仓 |
| W | WAYFAIR INC | $1,053 | 0.00% | 14 | -7 | -33.3% | -$526 | 减仓 |
| ALLY | ALLY FINL INC | $1,060 | 0.00% | 27 | 5 | 22.7% | $196 | 加仓 |
| — | ARCOSA INC | $1,062 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| WEX | WEX INC | $1,072 | 0.00% | 7 | 5 | 250.0% | $766 | 重新持有 |
| GBCI | GLACIER BANCORP INC NEW | $1,073 | 0.00% | 24 | 2 | 9.1% | $89 | 重新持有 |
| MSCI | MSCI INC | $1,079 | 0.00% | 2 | 1 | 100.0% | $540 | 加仓 |
| TIP | ISHARES TR | $1,087 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| BRX | BRIXMOR PPTY GROUP INC | $1,095 | 0.00% | 38 | 27 | 245.5% | $778 | 重新持有 |
| MMSI | MERIT MED SYS INC | $1,103 | 0.00% | 16 | -32 | -66.7% | -$2,206 | 减仓 |
| VEON | VEON LTD | $1,112 | 0.00% | 24 | 17 | 242.9% | $788 | 加仓 |
| DEO | DIAGEO PLC | $1,117 | 0.00% | 15 | 15 | — | $1,117 | 新建仓 |
| LNG | CHENIERE ENERGY INC | $1,136 | 0.00% | 4 | 1 | 33.3% | $284 | 加仓 |
| FTNT | FORTINET INC | $1,145 | 0.00% | 14 | 8 | 133.3% | $654 | 加仓 |
| SFM | SPROUTS FMRS MKT INC | $1,157 | 0.00% | 15 | 6 | 66.7% | $463 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $1,159 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $1,165 | 0.00% | 13 | 12 | 1,200.0% | $1,075 | 重新持有 |
| GNL | GLOBAL NET LEASE INC | $1,170 | 0.00% | 125 | 80 | 177.8% | $749 | 加仓 |
| RRC | RANGE RES CORP | $1,175 | 0.00% | 26 | 3 | 13.0% | $136 | 加仓 |
| BNL | BROADSTONE NET LEASE INC | $1,188 | 0.00% | 65 | 19 | 41.3% | $347 | 加仓 |
| ENB | ENBRIDGE INC | $1,192 | 0.00% | 22 | -244 | -91.7% | -$1.32万 | 减仓 |
| MTCH | MATCH GROUP INC NEW | $1,198 | 0.00% | 39 | 25 | 178.6% | $768 | 加仓 |
| ALGN | ALIGN TECHNOLOGY INC | $1,201 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| COLB | COLUMBIA BKG SYS INC | $1,206 | 0.00% | 44 | -11 | -20.0% | -$302 | 减仓 |
| ADC | AGREE RLTY CORP | $1,207 | 0.00% | 16 | 5 | 45.5% | $377 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $1,210 | 0.00% | 4 | -4 | -50.0% | -$1,210 | 减仓 |
| IFRA | ISHARES TR | $1,221 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| SW | SMURFIT WESTROCK PLC | $1,236 | 0.00% | 31 | 18 | 138.5% | $718 | 加仓 |
| RBLX | ROBLOX CORP | $1,245 | 0.00% | 22 | -34 | -60.7% | -$1,924 | 减仓 |
| HSY | HERSHEY CO | $1,248 | 0.00% | 6 | 5 | 500.0% | $1,040 | 加仓 |
| SPB | SPECTRUM BRANDS HOLDINGS INC | $1,253 | 0.00% | 17 | 5 | 41.7% | $369 | 加仓 |
| DKNG | DRAFTKINGS INC NEW | $1,254 | 0.00% | 58 | -41 | -41.4% | -$886 | 减仓 |
| PR | PERMIAN RESOURCES CORP | $1,258 | 0.00% | 59 | 18 | 43.9% | $384 | 加仓 |
| STLD | STEEL DYNAMICS INC | $1,260 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $1,263 | 0.00% | 10 | 10 | — | $1,263 | 新建仓 |
| AXON | AXON ENTERPRISE INC | $1,275 | 0.00% | 3 | 1 | 50.0% | $425 | 加仓 |
| JBTM | JBT MAREL CORPORATION | $1,279 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| PFGC | PERFORMANCE FOOD GROUP CO | $1,285 | 0.00% | 15 | 14 | 1,400.0% | $1,199 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC | $1,293 | 0.00% | 20 | -3 | -13.0% | -$194 | 减仓 |
| FAST | FASTENAL CO | $1,300 | 0.00% | 28 | -3 | -9.7% | -$139 | 重新持有 |
| DXCM | DEXCOM INC | $1,319 | 0.00% | 21 | 9 | 75.0% | $565 | 重新持有 |
| APTV | APTIV PLC | $1,320 | 0.00% | 19 | -2 | -9.5% | -$139 | 减仓 |
| WYNN | WYNN RESORTS LTD | $1,321 | 0.00% | 13 | -2 | -13.3% | -$203 | 减仓 |
| OSK | OSHKOSH CORP | $1,325 | 0.00% | 9 | 1 | 12.5% | $147 | 加仓 |
| KALU | KAISER ALUMINIUM CORPORATION | $1,326 | 0.00% | 11 | 2 | 22.2% | $241 | 加仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $1,336 | 0.00% | 14 | 14 | — | $1,336 | 新建仓 |
| PAYC | PAYCOM SOFTWARE INC | $1,337 | 0.00% | 11 | 7 | 175.0% | $851 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $1,361 | 0.00% | 16 | 10 | 166.7% | $851 | 加仓 |
| — | CARNIVAL PLC | $1,366 | 0.00% | 53 | 39 | 278.6% | $1,005 | 加仓 |
| RLI | RLI CORP | $1,369 | 0.00% | 24 | 16 | 200.0% | $913 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $1,372 | 0.00% | 7 | 2 | 40.0% | $392 | 加仓 |
| ARMK | ARAMARK | $1,379 | 0.00% | 34 | 32 | 1,600.0% | $1,298 | 加仓 |
| CRL | CHARLES RIV LABS INTL INC | $1,380 | 0.00% | 8 | -1 | -11.1% | -$172 | 减仓 |
| L | LOEWS CORP | $1,388 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $1,388 | 0.00% | 18 | 6 | 50.0% | $463 | 加仓 |
| AR | ANTERO RESOURCES CORP | $1,401 | 0.00% | 33 | 5 | 17.9% | $212 | 加仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $1,405 | 0.00% | 11 | -21 | -65.6% | -$2,682 | 减仓 |
| IX | ORIX CORP | $1,410 | 0.00% | 47 | -10 | -17.5% | -$300 | 重新持有 |
| WU | WESTERN UN CO | $1,415 | 0.00% | 162 | -4 | -2.4% | -$35 | 减仓 |
| VCYT | VERACYTE INC | $1,418 | 0.00% | 44 | -4 | -8.3% | -$129 | 减仓 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $1,423 | 0.00% | 19 | -1 | -5.0% | -$75 | 减仓 |
| PPLI | IAC INC | $1,442 | 0.00% | 36 | 3 | 9.1% | $120 | 加仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $1,452 | 0.00% | 5 | 4 | 400.0% | $1,162 | 重新持有 |
| ADBE | ADOBE INC | $1,459 | 0.00% | 6 | 6 | — | $1,459 | 新建仓 |
| TECH | BIO-TECHNE CORP | $1,464 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTL | $1,464 | 0.00% | 20 | 20 | — | $1,464 | 新建仓 |
| O | REALTY INCOME CORP | $1,469 | 0.00% | 24 | 11 | 84.6% | $673 | 加仓 |