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 |
|---|---|---|---|---|---|---|---|---|
| JOBY | JOBY AVIATION INC | $1,686 | 0.00% | 189 | 135 | 250.0% | $1,204 | 加仓 |
| CRH | CRH PLC | $1,712 | 0.00% | 16 | -3 | -15.8% | -$321 | 减仓 |
| YELP | YELP INC | $1,717 | 0.00% | 70 | 30 | 75.0% | $736 | 加仓 |
| EMR | EMERSON ELEC CO | $1,718 | 0.00% | 12 | 7 | 140.0% | $1,002 | 加仓 |
| WPC | WP CAREY INC | $1,721 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| IQV | IQVIA HLDGS INC | $1,739 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| NMRK | NEWMARK GROUP INC | $1,753 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| SMCI | SUPER MICRO COMPUTER INC | $1,760 | 0.00% | 60 | 53 | 757.1% | $1,555 | 加仓 |
| HLI | HOULIHAN LOKEY INC | $1,782 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| HALO | HALOZYME THERAPEUTICS INC | $1,801 | 0.00% | 23 | 3 | 15.0% | $235 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $1,807 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| AA | ALCOA CORP | $1,825 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| NSIT | INSIGHT ENTERPRISES INC | $1,827 | 0.00% | 15 | 7 | 87.5% | $853 | 加仓 |
| VOD | VODAFONE GROUP PLC | $1,839 | 0.00% | 139 | -167 | -54.6% | -$2,209 | 减仓 |
| CACI | CACI INTL INC | $1,854 | 0.00% | 4 | -1 | -20.0% | -$464 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $1,860 | 0.00% | 39 | -9 | -18.8% | -$429 | 减仓 |
| ASB | ASSOCIATED BANC-CORP | $1,877 | 0.00% | 61 | 2 | 3.4% | $62 | 加仓 |
| CMC | COMMERCIAL METALS CO | $1,883 | 0.00% | 30 | -3 | -9.1% | -$188 | 减仓 |
| PPLI | PEOPLE INC | $1,893 | 0.00% | 41 | 5 | 13.9% | $231 | 加仓 |
| INSM | INSMED INC | $1,920 | 0.00% | 18 | -11 | -37.9% | -$1,173 | 减仓 |
| CROX | CROCS INC | $1,931 | 0.00% | 16 | 7 | 77.8% | $845 | 加仓 |
| AXS | AXIS CAP HLDGS LTD | $1,934 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| CNO | CNO FINL GROUP INC | $1,938 | 0.00% | 38 | 18 | 90.0% | $918 | 加仓 |
| ETR | ENTERGY CORP NEW | $1,953 | 0.00% | 17 | -2 | -10.5% | -$230 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $1,992 | 0.00% | 18 | -17 | -48.6% | -$1,881 | 减仓 |
| YUMC | YUM CHINA HLDGS INC | $2,003 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| DAR | DARLING INGREDIENTS INC | $2,021 | 0.00% | 37 | -6 | -14.0% | -$328 | 减仓 |
| NXT | NEXTPOWER INC | $2,026 | 0.00% | 17 | -4 | -19.0% | -$477 | 减仓 |
| CRL | CHARLES RIV LABS INTL INC | $2,042 | 0.00% | 9 | 1 | 12.5% | $227 | 加仓 |
| PCAR | PACCAR INC | $2,043 | 0.00% | 17 | -1 | -5.6% | -$120 | 减仓 |
| REZI | RESIDEO TECHNOLOGIES INC | $2,053 | 0.00% | 66 | -22 | -25.0% | -$684 | 减仓 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $2,059 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| NOG | NORTHERN OIL & GAS INC | $2,061 | 0.00% | 114 | -138 | -54.8% | -$2,495 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $2,073 | 0.00% | 48 | 2 | 4.3% | $86 | 加仓 |
| MSTR | STRATEGY INC | $2,087 | 0.00% | 24 | -1 | -4.0% | -$87 | 减仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $2,092 | 0.00% | 17 | -8 | -32.0% | -$984 | 减仓 |
| — | SUPERNUS PHARMACEUTICALS | $2,093 | 0.00% | 45 | -10 | -18.2% | -$465 | 减仓 |
| PCG | PG&E CORP | $2,120 | 0.00% | 126 | -12 | -8.7% | -$202 | 减仓 |
| CHCO | CITY HLDG CO | $2,123 | 0.00% | 16 | 1 | 6.7% | $133 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $2,128 | 0.00% | 29 | 16 | 123.1% | $1,174 | 加仓 |
| GRMN | GARMIN LTD | $2,138 | 0.00% | 9 | -1 | -10.0% | -$238 | 减仓 |
| KALU | KAISER ALUMINIUM CORPORATION | $2,152 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| — | LXP INDUSTRIAL TRUST | $2,156 | 0.00% | 40 | 5 | 14.3% | $270 | 加仓 |
| WAB | WABTEC | $2,157 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC | $2,168 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| TEX | TEREX CORP NEW | $2,172 | 0.00% | 30 | -4 | -11.8% | -$290 | 减仓 |
| OKE | ONEOK INC NEW | $2,174 | 0.00% | 25 | 3 | 13.6% | $261 | 加仓 |
| TOST | TOAST INC | $2,198 | 0.00% | 79 | -12 | -13.2% | -$334 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $2,222 | 0.00% | 13 | 13 | — | $2,222 | 新建仓 |
| RVTY | REVVITY INC | $2,226 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $2,236 | 0.00% | 9 | -18 | -66.7% | -$4,472 | 减仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $2,236 | 0.00% | 20 | 5 | 33.3% | $559 | 加仓 |
| ZD | ZIFF DAVIS INC | $2,252 | 0.00% | 43 | -7 | -14.0% | -$367 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $2,262 | 0.00% | 25 | -4 | -13.8% | -$362 | 减仓 |
| CCI | CROWN CASTLE INC | $2,263 | 0.00% | 30 | -1 | -3.2% | -$75 | 减仓 |
| RITM | RITHM CAPITAL CORP | $2,273 | 0.00% | 242 | -28 | -10.4% | -$263 | 减仓 |
| BPOP | POPULAR INC | $2,299 | 0.00% | 14 | -1 | -6.7% | -$164 | 减仓 |
| DINO | HF SINCLAIR CORP | $2,299 | 0.00% | 33 | 7 | 26.9% | $488 | 加仓 |
| KNSL | KINSALE CAP GROUP INC | $2,333 | 0.00% | 7 | -8 | -53.3% | -$2,666 | 减仓 |
| PHM | PULTE GROUP INC | $2,333 | 0.00% | 17 | 13 | 325.0% | $1,784 | 加仓 |
| COIN | COINBASE GLOBAL INC | $2,340 | 0.00% | 16 | -12 | -42.9% | -$1,755 | 减仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $2,344 | 0.00% | 111 | 12 | 12.1% | $253 | 加仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $2,364 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| EXE | EXPAND ENERGY CORPORATION | $2,371 | 0.00% | 26 | -18 | -40.9% | -$1,641 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $2,372 | 0.00% | 26 | 17 | 188.9% | $1,551 | 加仓 |
| TECH | BIO-TECHNE CORP | $2,403 | 0.00% | 34 | 6 | 21.4% | $424 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $2,408 | 0.00% | 12 | 12 | — | $2,408 | 新建仓 |
| TER | TERADYNE INC | $2,420 | 0.00% | 5 | 2 | 66.7% | $968 | 加仓 |
| ALB | ALBEMARLE CORP | $2,431 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| DOCU | DOCUSIGN INC | $2,444 | 0.00% | 55 | 17 | 44.7% | $755 | 加仓 |
| — | TOPBUILD COR | $2,482 | 0.00% | 7 | -1 | -12.5% | -$355 | 减仓 |
| SKYW | SKYWEST INC | $2,484 | 0.00% | 25 | -6 | -19.4% | -$596 | 减仓 |
| VEEV | VEEVA SYS INC | $2,485 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| SE | SEA LTD | $2,492 | 0.00% | 26 | 4 | 18.2% | $383 | 加仓 |
| SHOP | SHOPIFY INC | $2,512 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $2,547 | 0.00% | 5 | -5 | -50.0% | -$2,547 | 减仓 |
| IONQ | IONQ INC | $2,557 | 0.00% | 48 | 14 | 41.2% | $746 | 加仓 |
| EXEL | EXELIXIS INC | $2,558 | 0.00% | 47 | 5 | 11.9% | $272 | 加仓 |
| FELE | FRANKLIN ELEC INC | $2,573 | 0.00% | 24 | -5 | -17.2% | -$536 | 减仓 |
| VCYT | VERACYTE INC | $2,585 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| U | UNITY SOFTWARE INC | $2,601 | 0.00% | 91 | 8 | 9.6% | $229 | 加仓 |
| IVZ | INVESCO LTD | $2,639 | 0.00% | 100 | -5 | -4.8% | -$132 | 减仓 |
| F | FORD MTR CO | $2,672 | 0.00% | 192 | -65 | -25.3% | -$905 | 减仓 |
| ARMK | ARAMARK | $2,675 | 0.00% | 47 | 13 | 38.2% | $740 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $2,681 | 0.00% | 27 | -2 | -6.9% | -$199 | 减仓 |
| CBU | COMMUNITY FINANCIAL SYSTEM I | $2,685 | 0.00% | 40 | 5 | 14.3% | $336 | 加仓 |
| OVV | OVINTIV INC | $2,686 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| AIZ | ASSURANT INC | $2,686 | 0.00% | 10 | 2 | 25.0% | $537 | 加仓 |
| FNF | FIDELITY NATL FINL INC | $2,690 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| ABCB | AMERIS BANCORP | $2,708 | 0.00% | 30 | 2 | 7.1% | $181 | 加仓 |
| GWW | WW GRAINGER INC | $2,721 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| PSO | PEARSON PLC | $2,734 | 0.00% | 172 | 29 | 20.3% | $461 | 加仓 |
| APA | APA CORPORATION | $2,736 | 0.00% | 84 | -8 | -8.7% | -$261 | 减仓 |
| WMB | WILLIAMS COS INC | $2,751 | 0.00% | 37 | -2 | -5.1% | -$149 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $2,752 | 0.00% | 61 | 61 | — | $2,752 | 新建仓 |
| OSK | OSHKOSH CORP | $2,763 | 0.00% | 18 | 9 | 100.0% | $1,382 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $2,765 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| MMSI | MERIT MED SYS INC | $2,774 | 0.00% | 40 | 24 | 150.0% | $1,664 | 加仓 |
| EMN | EASTMAN CHEM CO | $2,775 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| FN | FABRINET | $2,811 | 0.00% | 5 | 0 | 0.0% | — | 不变 |