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 |
|---|---|---|---|---|---|---|---|---|
| ACGL | ARCH CAP GROUP LTD | $971 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| MUR | MURPHY OIL CORP | $977 | 0.00% | 30 | -7 | -18.9% | -$228 | 减仓 |
| PMT | PENNYMAC MTG INVT TR | $982 | 0.00% | 87 | 57 | 190.0% | $643 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $991 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| CVBF | CVB FINL CORP | $993 | 0.00% | 44 | -9 | -17.0% | -$203 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $994 | 0.00% | 13 | 6 | 85.7% | $459 | 加仓 |
| OKLO | OKLO INC | $995 | 0.00% | 19 | 4 | 26.7% | $209 | 加仓 |
| MDB | MONGODB INC | $1,008 | 0.00% | 3 | 1 | 50.0% | $336 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $1,009 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| DXCM | DEXCOM INC | $1,011 | 0.00% | 15 | -6 | -28.6% | -$404 | 减仓 |
| JBTM | JBT MAREL CORPORATION | $1,015 | 0.00% | 7 | -3 | -30.0% | -$435 | 减仓 |
| SFNC | SIMMONS FIRST NATL CORP | $1,020 | 0.00% | 45 | 3 | 7.1% | $68 | 加仓 |
| PTC | PTC INC | $1,023 | 0.00% | 9 | -23 | -71.9% | -$2,614 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $1,024 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| CRTO | CRITEO S A | $1,024 | 0.00% | 56 | 18 | 47.4% | $329 | 加仓 |
| UPST | UPSTART HLDGS INC | $1,028 | 0.00% | 29 | 14 | 93.3% | $496 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $1,030 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GEN CORP | $1,036 | 0.00% | 9 | 3 | 50.0% | $345 | 加仓 |
| IHG | INTERCONTINENTAL HOTELS GROU | $1,039 | 0.00% | 6 | 3 | 100.0% | $520 | 加仓 |
| DEO | DIAGEO PLC | $1,045 | 0.00% | 13 | -2 | -13.3% | -$161 | 减仓 |
| AR | ANTERO RESOURCES CORP | $1,055 | 0.00% | 30 | -3 | -9.1% | -$106 | 减仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $1,057 | 0.00% | 7 | 7 | — | $1,057 | 新建仓 |
| TIP | ISHARES TR | $1,066 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| AGCO | AGCO CORP | $1,078 | 0.00% | 9 | 4 | 80.0% | $479 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $1,083 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| PR | PERMIAN RESOURCES CORP | $1,087 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| APTV | APTIV PLC | $1,105 | 0.00% | 18 | -1 | -5.3% | -$61 | 减仓 |
| CINF | CINCINNATI FINL CORP | $1,111 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| AN | AUTONATION INC | $1,115 | 0.00% | 6 | -5 | -45.5% | -$929 | 减仓 |
| OGE | OGE ENERGY CORP | $1,120 | 0.00% | 23 | -47 | -67.1% | -$2,289 | 减仓 |
| MSCI | MSCI INC | $1,121 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ON | ON SEMICONDUCTOR CORP | $1,135 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| RBLX | ROBLOX CORP | $1,142 | 0.00% | 21 | -1 | -4.5% | -$54 | 减仓 |
| HOPE | HOPE BANCORP INC | $1,150 | 0.00% | 84 | 9 | 12.0% | $123 | 加仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $1,152 | 0.00% | 59 | -38 | -39.2% | -$742 | 减仓 |
| NTNX | NUTANIX INC | $1,173 | 0.00% | 23 | 14 | 155.6% | $714 | 加仓 |
| ALGN | ALIGN TECHNOLOGY INC | $1,181 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $1,188 | 0.00% | 7 | 2 | 40.0% | $339 | 加仓 |
| ENB | ENBRIDGE INC | $1,193 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| UCB | UNITED CMNTY BKS BLAIRSVLE G | $1,194 | 0.00% | 34 | 9 | 36.0% | $316 | 加仓 |
| ADC | AGREE RLTY CORP | $1,212 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| PK | PARK HOTELS & RESORTS INC | $1,240 | 0.00% | 87 | -6 | -6.5% | -$86 | 减仓 |
| RLI | RLI CORP | $1,241 | 0.00% | 21 | -3 | -12.5% | -$177 | 减仓 |
| ALLY | ALLY FINL INC | $1,241 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| QXO | QXO INC | $1,245 | 0.00% | 72 | -7 | -8.9% | -$121 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $1,246 | 0.00% | 3 | -3 | -50.0% | -$1,246 | 减仓 |
| SLM | SLM CORP | $1,246 | 0.00% | 48 | 43 | 860.0% | $1,116 | 加仓 |
| PAYC | PAYCOM SOFTWARE INC | $1,257 | 0.00% | 10 | -1 | -9.1% | -$126 | 减仓 |
| CMPS | COMPASS PATHWAYS PLC | $1,260 | 0.00% | 89 | 89 | — | $1,260 | 新建仓 |
| TFX | TELEFLEX INCORPORATED | $1,268 | 0.00% | 10 | 2 | 25.0% | $254 | 加仓 |
| LTC | LTC PPTYS INC | $1,269 | 0.00% | 33 | -10 | -23.3% | -$385 | 减仓 |
| SFM | SPROUTS FMRS MKT INC | $1,269 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $1,278 | 0.00% | 6 | -1 | -14.3% | -$213 | 减仓 |
| PRVA | PRIVIA HEALTH GROUP INC | $1,287 | 0.00% | 50 | 20 | 66.7% | $515 | 加仓 |
| IFRA | ISHARES TR | $1,292 | 0.00% | 20 | -1 | -4.8% | -$65 | 减仓 |
| W | WAYFAIR INC | $1,294 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INC | $1,295 | 0.00% | 13 | -11 | -45.8% | -$1,096 | 减仓 |
| IIPR | INNOVATIVE INDL PPTYS INC | $1,302 | 0.00% | 21 | 7 | 50.0% | $434 | 加仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $1,318 | 0.00% | 50 | -8 | -13.8% | -$211 | 减仓 |
| BNL | BROADSTONE NET LEASE INC | $1,323 | 0.00% | 64 | -1 | -1.5% | -$21 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $1,327 | 0.00% | 6 | 6 | — | $1,327 | 新建仓 |
| TDG | TRANSDIGM GROUP INC | $1,333 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| AAT | AMERICAN ASSETS TR INC | $1,334 | 0.00% | 54 | -1 | -1.8% | -$25 | 减仓 |
| AIN | ALBANY INTL CORP | $1,341 | 0.00% | 18 | 3 | 20.0% | $224 | 加仓 |
| GBCI | GLACIER BANCORP INC NEW | $1,342 | 0.00% | 26 | 2 | 8.3% | $103 | 加仓 |
| HIMS | HIMS & HERS HEALTH INC | $1,353 | 0.00% | 39 | -7 | -15.2% | -$243 | 减仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $1,354 | 0.00% | 21 | -19 | -47.5% | -$1,225 | 减仓 |
| FISV | FISERV INC | $1,374 | 0.00% | 28 | -10 | -26.3% | -$491 | 减仓 |
| QLYS | QUALYS INC | $1,375 | 0.00% | 10 | -8 | -44.4% | -$1,100 | 减仓 |
| FAST | FASTENAL CO | $1,393 | 0.00% | 29 | 1 | 3.6% | $48 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $1,397 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| ITGR | INTEGER HLDGS CORP | $1,402 | 0.00% | 15 | -3 | -16.7% | -$280 | 减仓 |
| HAS | HASBRO INC | $1,405 | 0.00% | 17 | -7 | -29.2% | -$579 | 减仓 |
| TKO | TKO GROUP HOLDINGS INC | $1,410 | 0.00% | 7 | -2 | -22.2% | -$403 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $1,417 | 0.00% | 19 | -4 | -17.4% | -$298 | 减仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $1,425 | 0.00% | 22 | -47 | -68.1% | -$3,044 | 减仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $1,428 | 0.00% | 15 | -1 | -6.2% | -$95 | 减仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $1,438 | 0.00% | 136 | 116 | 580.0% | $1,227 | 重新持有 |
| WTFC | WINTRUST FINL CORP | $1,447 | 0.00% | 9 | 2 | 28.6% | $322 | 加仓 |
| TEM | TEMPUS AI INC | $1,449 | 0.00% | 25 | 14 | 127.3% | $811 | 加仓 |
| SPB | SPECTRUM BRANDS HOLDINGS INC | $1,458 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| L | LOEWS CORP | $1,472 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| MTCH | MATCH GROUP INC NEW | $1,484 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| COLB | COLUMBIA BKG SYS INC | $1,505 | 0.00% | 47 | 3 | 6.8% | $96 | 加仓 |
| ALK | ALASKA AIR GROUP INC | $1,514 | 0.00% | 29 | 2 | 7.4% | $104 | 加仓 |
| VEON | VEON LTD | $1,515 | 0.00% | 29 | 5 | 20.8% | $261 | 加仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $1,540 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| LDOS | LEIDOS HOLDINGS INC | $1,545 | 0.00% | 15 | -4 | -21.1% | -$412 | 减仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $1,566 | 0.00% | 4 | -1 | -20.0% | -$392 | 减仓 |
| PEN | PENUMBRA INC | $1,579 | 0.00% | 5 | -1 | -16.7% | -$316 | 减仓 |
| TPG | TPG INC | $1,582 | 0.00% | 39 | 29 | 290.0% | $1,176 | 加仓 |
| HUM | HUMANA INC | $1,589 | 0.00% | 4 | 1 | 33.3% | $397 | 加仓 |
| HIMU | BLACKROCK ETF TRUST II | $1,594 | 0.00% | 32 | -426 | -93.0% | -$2.12万 | 减仓 |
| — | ARCOSA INC | $1,599 | 0.00% | 11 | 1 | 10.0% | $145 | 加仓 |
| STLD | STEEL DYNAMICS INC | $1,607 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $1,610 | 0.00% | 19 | -1 | -5.0% | -$85 | 减仓 |
| CNX | CNX RES CORP | $1,629 | 0.00% | 48 | -25 | -34.2% | -$848 | 减仓 |
| BBIO | BRIDGEBIO PHARMA INC | $1,639 | 0.00% | 22 | -2 | -8.3% | -$149 | 减仓 |
| GH | GUARDANT HEALTH INC | $1,651 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INC | $1,682 | 0.00% | 88 | -13 | -12.9% | -$248 | 减仓 |