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 |
|---|---|---|---|---|---|---|---|---|
| NVST | ENVISTA HOLDINGS CORPORATION | $1,472 | 0.00% | 58 | 10 | 20.8% | $254 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $1,473 | 0.00% | 24 | 20 | 500.0% | $1,228 | 加仓 |
| LCII | LCI INDS | $1,476 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $1,477 | 0.00% | 5 | -4 | -44.4% | -$1,182 | 减仓 |
| ROST | ROSS STORES INC | $1,517 | 0.00% | 7 | 7 | — | $1,517 | 新建仓 |
| ASB | ASSOCIATED BANC-CORP | $1,526 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| MUR | MURPHY OIL CORP | $1,527 | 0.00% | 37 | 7 | 23.3% | $289 | 加仓 |
| DHR | DANAHER CORP DEL | $1,531 | 0.00% | 8 | 3 | 60.0% | $574 | 加仓 |
| IQV | IQVIA HLDGS INC | $1,535 | 0.00% | 9 | -1 | -10.0% | -$171 | 减仓 |
| QXO | QXO INC | $1,535 | 0.00% | 79 | 4 | 5.3% | $78 | 加仓 |
| DIOD | DIODES INC | $1,570 | 0.00% | 23 | 0 | 0.0% | — | 重新持有 |
| QLYS | QUALYS INC | $1,582 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| ITGR | INTEGER HLDGS CORP | $1,584 | 0.00% | 18 | 10 | 125.0% | $880 | 加仓 |
| LTC | LTC PPTYS INC | $1,598 | 0.00% | 43 | 34 | 377.8% | $1,264 | 加仓 |
| AFRM | AFFIRM HLDGS INC | $1,604 | 0.00% | 35 | -8 | -18.6% | -$367 | 减仓 |
| WPC | WP CAREY INC | $1,614 | 0.00% | 24 | 1 | 4.3% | $67 | 加仓 |
| — | LXP INDUSTRIAL TRUST | $1,620 | 0.00% | 35 | 14 | 66.7% | $648 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $1,623 | 0.00% | 12 | 5 | 71.4% | $676 | 加仓 |
| DINO | HF SINCLAIR CORP | $1,623 | 0.00% | 26 | 26 | — | $1,623 | 新建仓 |
| CVS | CVS HEALTH CORP | $1,652 | 0.00% | 23 | 16 | 228.6% | $1,149 | 加仓 |
| ALL | ALLSTATE CORP | $1,659 | 0.00% | 8 | 3 | 60.0% | $622 | 加仓 |
| CTVA | CORTEVA INC | $1,675 | 0.00% | 20 | 6 | 42.9% | $502 | 重新持有 |
| INCY | INCYTE CORP | $1,695 | 0.00% | 18 | 8 | 80.0% | $753 | 加仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $1,720 | 0.00% | 62 | 4 | 6.9% | $111 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $1,731 | 0.00% | 23 | -10 | -30.3% | -$753 | 减仓 |
| OWL | BLUE OWL CAPITAL INC | $1,735 | 0.00% | 190 | 156 | 458.8% | $1,425 | 加仓 |
| EOG | EOG RES INC | $1,735 | 0.00% | 12 | 12 | — | $1,735 | 新建仓 |
| NMRK | NEWMARK GROUP INC | $1,739 | 0.00% | 116 | -84 | -42.0% | -$1,259 | 减仓 |
| KVUE | KENVUE INC | $1,742 | 0.00% | 101 | 43 | 74.1% | $742 | 加仓 |
| AIZ | ASSURANT INC | $1,743 | 0.00% | 8 | 1 | 14.3% | $218 | 加仓 |
| EPR | EPR PPTYS | $1,749 | 0.00% | 35 | -3 | -7.9% | -$150 | 减仓 |
| RVTY | REVVITY INC | $1,753 | 0.00% | 20 | 3 | 17.6% | $263 | 加仓 |
| FMS | FRESENIUS MEDICAL CARE AG | $1,760 | 0.00% | 78 | 69 | 766.7% | $1,557 | 重新持有 |
| AAL | AMERICAN AIRLINES GROUP INC | $1,773 | 0.00% | 165 | -145 | -46.8% | -$1,558 | 减仓 |
| Z | ZILLOW GROUP INC | $1,780 | 0.00% | 43 | 37 | 616.7% | $1,532 | 加仓 |
| BG | BUNGE GLOBAL SA | $1,781 | 0.00% | 14 | 6 | 75.0% | $763 | 加仓 |
| EQT | EQT CORP | $1,782 | 0.00% | 28 | 3 | 12.0% | $191 | 加仓 |
| BBIO | BRIDGEBIO PHARMA INC | $1,783 | 0.00% | 24 | 1 | 4.3% | $74 | 加仓 |
| FUL | FULLER H B CO | $1,789 | 0.00% | 29 | -6 | -17.1% | -$370 | 减仓 |
| CHCO | CITY HLDG CO | $1,793 | 0.00% | 15 | 15 | — | $1,793 | 新建仓 |
| MTH | MERITAGE HOMES CORP | $1,794 | 0.00% | 29 | -4 | -12.1% | -$247 | 减仓 |
| DOCU | DOCUSIGN INC | $1,802 | 0.00% | 38 | 14 | 58.3% | $664 | 加仓 |
| EXEL | EXELIXIS INC | $1,802 | 0.00% | 42 | 7 | 20.0% | $300 | 加仓 |
| TKO | TKO GROUP HOLDINGS INC | $1,815 | 0.00% | 9 | 4 | 80.0% | $807 | 加仓 |
| ARM | ARM HOLDINGS PLC | $1,816 | 0.00% | 12 | 7 | 140.0% | $1,059 | 加仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $1,819 | 0.00% | 29 | -12 | -29.3% | -$753 | 减仓 |
| SE | SEA LTD | $1,822 | 0.00% | 22 | -23 | -51.1% | -$1,905 | 减仓 |
| U | UNITY SOFTWARE INC | $1,822 | 0.00% | 83 | 19 | 29.7% | $417 | 加仓 |
| AXS | AXIS CAP HLDGS LTD | $1,826 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD | $1,827 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $1,852 | 0.00% | 99 | 26 | 35.6% | $486 | 加仓 |
| LII | LENNOX INTL INC | $1,857 | 0.00% | 4 | 1 | 33.3% | $464 | 加仓 |
| CRWV | COREWEAVE INC | $1,860 | 0.00% | 24 | 24 | — | $1,860 | 新建仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $1,866 | 0.00% | 97 | 85 | 708.3% | $1,635 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $1,870 | 0.00% | 19 | -10 | -34.5% | -$984 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $1,878 | 0.00% | 20 | -8 | -28.6% | -$751 | 减仓 |
| PSO | PEARSON PLC | $1,878 | 0.00% | 143 | 138 | 2,760.0% | $1,812 | 加仓 |
| HLI | HOULIHAN LOKEY INC | $1,898 | 0.00% | 13 | -13 | -50.0% | -$1,898 | 减仓 |
| ADSK | AUTODESK INC | $1,916 | 0.00% | 8 | 8 | — | $1,916 | 新建仓 |
| PEN | PENUMBRA INC | $1,971 | 0.00% | 6 | 1 | 20.0% | $328 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $1,986 | 0.00% | 6 | 4 | 200.0% | $1,324 | 加仓 |
| OKE | ONEOK INC NEW | $1,989 | 0.00% | 22 | 16 | 266.7% | $1,447 | 加仓 |
| CRH | CRH PLC | $1,998 | 0.00% | 19 | 6 | 46.2% | $631 | 加仓 |
| WAB | WABTEC | $2,000 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| CSL | CARLISLE COS INC | $2,002 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| TEX | TEREX CORP NEW | $2,010 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| BPOP | POPULAR INC | $2,013 | 0.00% | 15 | 6 | 66.7% | $805 | 加仓 |
| CMC | COMMERCIAL METALS CO | $2,028 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2,028 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| ACLS | AXCELIS TECHNOLOGIES INC | $2,048 | 0.00% | 22 | 1 | 4.8% | $93 | 加仓 |
| CBU | COMMUNITY FINANCIAL SYSTEM I | $2,053 | 0.00% | 35 | 13 | 59.1% | $763 | 加仓 |
| KRYS | KRYSTAL BIOTECH INC | $2,067 | 0.00% | 8 | 1 | 14.3% | $258 | 加仓 |
| PCAR | PACCAR INC | $2,079 | 0.00% | 18 | -18 | -50.0% | -$2,079 | 减仓 |
| AIR | AAR CORP | $2,080 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $2,081 | 0.00% | 46 | 46 | — | $2,081 | 新建仓 |
| ALAB | ASTERA LABS INC | $2,083 | 0.00% | 19 | 5 | 35.7% | $548 | 加仓 |
| ZD | ZIFF DAVIS INC | $2,098 | 0.00% | 50 | 14 | 38.9% | $587 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $2,104 | 0.00% | 48 | -4 | -7.7% | -$175 | 减仓 |
| FISV | FISERV INC | $2,121 | 0.00% | 38 | 38 | — | $2,121 | 新建仓 |
| LOW | LOWES COS INC | $2,127 | 0.00% | 9 | 6 | 200.0% | $1,418 | 重新持有 |
| ETR | ENTERGY CORP NEW | $2,135 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| WINA | WINMARK CORP | $2,138 | 0.00% | 5 | -8 | -61.5% | -$3,421 | 减仓 |
| AN | AUTONATION INC | $2,148 | 0.00% | 11 | -1 | -8.3% | -$195 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $2,168 | 0.00% | 12 | 5 | 71.4% | $903 | 加仓 |
| GWW | WW GRAINGER INC | $2,182 | 0.00% | 2 | 1 | 100.0% | $1,091 | 加仓 |
| ABCB | AMERIS BANCORP | $2,184 | 0.00% | 28 | 3 | 12.0% | $234 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $2,187 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| NICE | NICE LTD | $2,206 | 0.00% | 20 | 19 | 1,900.0% | $2,096 | 加仓 |
| ANET | ARISTA NETWORKS INC | $2,211 | 0.00% | 18 | 18 | — | $2,211 | 新建仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $2,227 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| HAS | HASBRO INC | $2,247 | 0.00% | 24 | 7 | 41.2% | $655 | 加仓 |
| DT | DYNATRACE INC | $2,256 | 0.00% | 61 | 14 | 29.8% | $518 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $2,302 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| STWD | STARWOOD PPTY TR INC | $2,305 | 0.00% | 134 | -12 | -8.2% | -$206 | 减仓 |
| GRMN | GARMIN LTD | $2,321 | 0.00% | 10 | 5 | 100.0% | $1,160 | 重新持有 |
| AA | ALCOA CORP | $2,322 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $2,323 | 0.00% | 29 | 19 | 190.0% | $1,522 | 加仓 |
| SNN | SMITH & NEPHEW PLC | $2,384 | 0.00% | 75 | 75 | — | $2,384 | 新建仓 |
| YUMC | YUM CHINA HLDGS INC | $2,391 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| TOST | TOAST INC | $2,413 | 0.00% | 91 | 7 | 8.3% | $186 | 加仓 |