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 |
|---|---|---|---|---|---|---|---|---|
| PCG | PG&E CORP | $2,425 | 0.00% | 138 | 84 | 155.6% | $1,476 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $2,440 | 0.00% | 81 | 55 | 211.5% | $1,657 | 加仓 |
| CCL | CARNIVAL CORP | $2,459 | 0.00% | 95 | 50 | 111.1% | $1,294 | 加仓 |
| VEEV | VEEVA SYS INC | $2,460 | 0.00% | 14 | -78 | -84.8% | -$1.37万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $2,469 | 0.00% | 42 | 41 | 4,100.0% | $2,410 | 加仓 |
| UNM | UNUM GROUP | $2,484 | 0.00% | 34 | 11 | 47.8% | $804 | 加仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $2,497 | 0.00% | 40 | 23 | 135.3% | $1,436 | 加仓 |
| CCI | CROWN CASTLE INC | $2,511 | 0.00% | 31 | -31 | -50.0% | -$2,511 | 减仓 |
| TKR | TIMKEN CO | $2,515 | 0.00% | 25 | 1 | 4.2% | $101 | 加仓 |
| NXT | NEXTPOWER INC | $2,532 | 0.00% | 21 | 16 | 320.0% | $1,929 | 加仓 |
| IVZ | INVESCO LTD | $2,551 | 0.00% | 105 | 14 | 15.4% | $340 | 加仓 |
| RITM | RITHM CAPITAL CORP | $2,560 | 0.00% | 270 | 80 | 42.1% | $759 | 加仓 |
| ACIW | ACI WORLDWIDE INC | $2,584 | 0.00% | 63 | -8 | -11.3% | -$328 | 减仓 |
| RGEN | REPLIGEN CORP | $2,593 | 0.00% | 22 | 1 | 4.8% | $118 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $2,604 | 0.00% | 6 | -5 | -45.5% | -$2,170 | 重新持有 |
| FN | FABRINET | $2,608 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $2,610 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC | $2,619 | 0.00% | 174 | -9 | -4.9% | -$135 | 减仓 |
| FNF | FIDELITY NATL FINL INC | $2,639 | 0.00% | 57 | -117 | -67.2% | -$5,417 | 减仓 |
| XYZ | BLOCK INC | $2,648 | 0.00% | 44 | 36 | 450.0% | $2,167 | 加仓 |
| DAR | DARLING INGREDIENTS INC | $2,660 | 0.00% | 43 | 7 | 19.4% | $433 | 加仓 |
| UNP | UNION PAC CORP | $2,669 | 0.00% | 11 | 9 | 450.0% | $2,184 | 加仓 |
| FELE | FRANKLIN ELEC INC | $2,673 | 0.00% | 29 | 21 | 262.5% | $1,936 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $2,680 | 0.00% | 6 | 6 | — | $2,680 | 新建仓 |
| CACI | CACI INTL INC | $2,720 | 0.00% | 5 | 1 | 25.0% | $544 | 加仓 |
| ROKU | ROKU INC | $2,744 | 0.00% | 29 | 13 | 81.2% | $1,230 | 加仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $2,756 | 0.00% | 28 | 16 | 133.3% | $1,575 | 加仓 |
| EXLS | EXLSERVICE HLDGS INC | $2,771 | 0.00% | 91 | 32 | 54.2% | $974 | 加仓 |
| TGT | TARGET CORP | $2,788 | 0.00% | 23 | 18 | 360.0% | $2,182 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $2,791 | 0.00% | 17 | -28 | -62.2% | -$4,597 | 减仓 |
| FTDR | FRONTDOOR INC | $2,802 | 0.00% | 53 | 40 | 307.7% | $2,115 | 加仓 |
| — | TOPBUILD COR | $2,811 | 0.00% | 8 | -1 | -11.1% | -$351 | 减仓 |
| CNX | CNX RES CORP | $2,815 | 0.00% | 73 | 11 | 17.7% | $424 | 加仓 |
| FFBC | 1ST FINL BANCORP | $2,816 | 0.00% | 101 | 38 | 60.3% | $1,059 | 加仓 |
| ILMN | ILLUMINA INC | $2,835 | 0.00% | 23 | 1 | 4.5% | $123 | 加仓 |
| VTRS | VIATRIS INC | $2,835 | 0.00% | 210 | 200 | 2,000.0% | $2,700 | 加仓 |
| WMB | WILLIAMS COS INC | $2,839 | 0.00% | 39 | 15 | 62.5% | $1,092 | 加仓 |
| — | SUPERNUS PHARMACEUTICALS | $2,843 | 0.00% | 55 | 9 | 19.6% | $465 | 加仓 |
| SKYW | SKYWEST INC | $2,847 | 0.00% | 31 | -4 | -11.4% | -$367 | 减仓 |
| KFY | KORN FERRY | $2,896 | 0.00% | 46 | 34 | 283.3% | $2,141 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $2,903 | 0.00% | 29 | 9 | 45.0% | $901 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $2,918 | 0.00% | 7 | 2 | 40.0% | $834 | 加仓 |
| XHR | XENIA HOTELS & RESORTS INC | $2,922 | 0.00% | 197 | 4 | 2.1% | $59 | 加仓 |
| BRC | BRADY CORP | $2,925 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $2,939 | 0.00% | 13 | 7 | 116.7% | $1,583 | 重新持有 |
| LDOS | LEIDOS HOLDINGS INC | $2,955 | 0.00% | 19 | 1 | 5.6% | $156 | 加仓 |
| F | FORD MTR CO | $2,963 | 0.00% | 257 | -63 | -19.7% | -$726 | 减仓 |
| RDDT | REDDIT INC | $2,963 | 0.00% | 22 | 4 | 22.2% | $539 | 加仓 |
| REZI | RESIDEO TECHNOLOGIES INC | $2,967 | 0.00% | 88 | 7 | 8.6% | $236 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $2,975 | 0.00% | 15 | 7 | 87.5% | $1,388 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $2,980 | 0.00% | 43 | 3 | 7.5% | $208 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $2,981 | 0.00% | 37 | -26 | -41.3% | -$2,095 | 重新持有 |
| RVMD | REVOLUTION MEDICINES INC | $3,015 | 0.00% | 31 | 31 | — | $3,015 | 新建仓 |
| OVV | OVINTIV INC | $3,028 | 0.00% | 51 | 12 | 30.8% | $712 | 加仓 |
| CTRE | CARETRUST REIT INC | $3,079 | 0.00% | 84 | -29 | -25.7% | -$1,063 | 减仓 |
| VIRT | VIRTU FINL INC | $3,079 | 0.00% | 70 | 35 | 100.0% | $1,540 | 加仓 |
| OPLN | OPENLANE INC | $3,090 | 0.00% | 106 | -159 | -60.0% | -$4,635 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $3,100 | 0.00% | 17 | 8 | 88.9% | $1,459 | 加仓 |
| MSTR | STRATEGY INC | $3,120 | 0.00% | 25 | 4 | 19.0% | $499 | 重新持有 |
| TFC | TRUIST FINL CORP | $3,126 | 0.00% | 68 | 68 | — | $3,126 | 新建仓 |
| EMN | EASTMAN CHEM CO | $3,127 | 0.00% | 41 | 1 | 2.5% | $76 | 加仓 |
| P | EVERPURE INC | $3,130 | 0.00% | 53 | -10 | -15.9% | -$591 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $3,161 | 0.00% | 199 | -105 | -34.5% | -$1,668 | 减仓 |
| SNPS | SYNOPSYS INC | $3,172 | 0.00% | 8 | 6 | 300.0% | $2,379 | 加仓 |
| SLGN | SILGAN HLDGS INC | $3,182 | 0.00% | 82 | -77 | -48.4% | -$2,988 | 减仓 |
| SYF | SYNCHRONY FINANCIAL | $3,197 | 0.00% | 47 | -33 | -41.2% | -$2,245 | 减仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $3,225 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| ALB | ALBEMARLE CORP | $3,232 | 0.00% | 18 | -3 | -14.3% | -$539 | 减仓 |
| MRNA | MODERNA INC | $3,252 | 0.00% | 64 | 20 | 45.5% | $1,016 | 加仓 |
| VICI | VICI PPTYS INC | $3,279 | 0.00% | 120 | 92 | 328.6% | $2,514 | 加仓 |
| OGE | OGE ENERGY CORP | $3,358 | 0.00% | 70 | 53 | 311.8% | $2,542 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $3,398 | 0.00% | 41 | -1 | -2.4% | -$83 | 减仓 |
| SSD | SIMPSON MFG INC | $3,433 | 0.00% | 20 | 3 | 17.6% | $515 | 加仓 |
| ESQ | ESQUIRE FINL HLDGS INC | $3,440 | 0.00% | 32 | -12 | -27.3% | -$1,290 | 减仓 |
| PLXS | PLEXUS CORP | $3,444 | 0.00% | 17 | 4 | 30.8% | $810 | 加仓 |
| PSX | PHILLIPS 66 | $3,462 | 0.00% | 19 | 19 | — | $3,462 | 新建仓 |
| SNOW | SNOWFLAKE INC | $3,469 | 0.00% | 23 | 15 | 187.5% | $2,262 | 加仓 |
| EWBC | EAST WEST BANCORP INC | $3,524 | 0.00% | 33 | -9 | -21.4% | -$961 | 减仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $3,536 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP | $3,578 | 0.00% | 13 | 3 | 30.0% | $826 | 加仓 |
| DRH | DIAMONDROCK HOSPITALITY CO | $3,617 | 0.00% | 386 | -4 | -1.0% | -$37 | 减仓 |
| OMF | ONEMAIN HLDGS INC | $3,691 | 0.00% | 69 | -2 | -2.8% | -$107 | 减仓 |
| GNRC | GENERAC HLDGS INC | $3,712 | 0.00% | 19 | 16 | 533.3% | $3,126 | 加仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $3,739 | 0.00% | 25 | 20 | 400.0% | $2,991 | 加仓 |
| — | CSG SYS INTL INC | $3,758 | 0.00% | 47 | 5 | 11.9% | $400 | 加仓 |
| BYD | BOYD GAMING CORP | $3,767 | 0.00% | 46 | 5 | 12.2% | $409 | 加仓 |
| RGLD | ROYAL GOLD INC | $3,818 | 0.00% | 15 | 1 | 7.1% | $255 | 加仓 |
| LOGI | LOGITECH INTL S A | $3,828 | 0.00% | 42 | 27 | 180.0% | $2,461 | 加仓 |
| MAS | MASCO CORP | $3,839 | 0.00% | 64 | 1 | 1.6% | $60 | 加仓 |
| GATX | GATX CORP | $3,849 | 0.00% | 23 | 1 | 4.5% | $167 | 加仓 |
| BGC | BGC GROUP INC | $3,873 | 0.00% | 396 | -376 | -48.7% | -$3,677 | 减仓 |
| MLI | MUELLER INDS INC | $3,878 | 0.00% | 35 | 7 | 25.0% | $776 | 加仓 |
| TWLO | TWILIO INC | $3,901 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| APA | APA CORPORATION | $3,905 | 0.00% | 92 | 4 | 4.5% | $170 | 加仓 |
| FTAI | FTAI AVIATION LTD | $3,920 | 0.00% | 16 | 7 | 77.8% | $1,715 | 加仓 |
| DAL | DELTA AIR LINES INC | $3,923 | 0.00% | 59 | 41 | 227.8% | $2,726 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $3,925 | 0.00% | 78 | 65 | 500.0% | $3,271 | 加仓 |
| AGNC | AGNC INVT CORP | $3,932 | 0.00% | 392 | 167 | 74.2% | $1,675 | 加仓 |
| HLN | HALEON PLC | $3,934 | 0.00% | 393 | 225 | 133.9% | $2,252 | 加仓 |
| SYY | SYSCO CORP | $3,961 | 0.00% | 56 | 2 | 3.7% | $141 | 加仓 |