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 |
|---|---|---|---|---|---|---|---|---|
| STM | STMICROELECTRONICS N V | $2,846 | 0.00% | 38 | 38 | — | $2,846 | 新建仓 |
| AIR | AAR CORP | $2,859 | 0.00% | 20 | 1 | 5.3% | $143 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $2,863 | 0.00% | 23 | -3 | -11.5% | -$373 | 减仓 |
| LII | LENNOX INTL INC | $2,865 | 0.00% | 5 | 1 | 25.0% | $573 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2,866 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| VICI | VICI PPTYS INC | $2,868 | 0.00% | 108 | -12 | -10.0% | -$319 | 减仓 |
| MTZ | MASTEC INC | $2,913 | 0.00% | 7 | 7 | — | $2,913 | 新建仓 |
| OWL | BLUE OWL CAPITAL INC | $2,914 | 0.00% | 333 | 143 | 75.3% | $1,251 | 加仓 |
| FUL | FULLER H B CO | $2,915 | 0.00% | 50 | 21 | 72.4% | $1,224 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $2,947 | 0.00% | 6 | -1 | -14.3% | -$491 | 减仓 |
| INCY | INCYTE CORP | $2,948 | 0.00% | 26 | 8 | 44.4% | $907 | 加仓 |
| KRYS | KRYSTAL BIOTECH INC | $2,974 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| RGLD | ROYAL GOLD INC | $2,995 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| RGEN | REPLIGEN CORP | $3,002 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC | $3,019 | 0.00% | 174 | 0 | 0.0% | — | 不变 |
| PRGS | PROGRESS SOFTWARE CORP | $3,023 | 0.00% | 90 | 77 | 592.3% | $2,586 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $3,053 | 0.00% | 55 | -13 | -19.1% | -$722 | 减仓 |
| DIOD | DIODES INC | $3,065 | 0.00% | 28 | 5 | 21.7% | $547 | 加仓 |
| VTRS | VIATRIS INC | $3,126 | 0.00% | 197 | -13 | -6.2% | -$206 | 减仓 |
| DKNG | DRAFTKINGS INC NEW | $3,133 | 0.00% | 124 | 66 | 113.8% | $1,668 | 加仓 |
| ACIW | ACI WORLDWIDE INC | $3,169 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $3,212 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| ACLS | AXCELIS TECHNOLOGIES INC | $3,221 | 0.00% | 17 | -5 | -22.7% | -$947 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $3,225 | 0.00% | 30 | 11 | 57.9% | $1,182 | 加仓 |
| TFC | TRUIST FINL CORP | $3,239 | 0.00% | 65 | -3 | -4.4% | -$149 | 减仓 |
| SLB | SLB LIMITED | $3,255 | 0.00% | 70 | -19 | -21.3% | -$884 | 减仓 |
| EQNR | EQUINOR ASA | $3,266 | 0.00% | 104 | -68 | -39.5% | -$2,135 | 减仓 |
| O | REALTY INCOME CORP | $3,284 | 0.00% | 53 | 29 | 120.8% | $1,797 | 加仓 |
| STWD | STARWOOD PPTY TR INC | $3,322 | 0.00% | 203 | 69 | 51.5% | $1,129 | 加仓 |
| SW | SMURFIT WESTROCK PLC | $3,331 | 0.00% | 72 | 41 | 132.3% | $1,897 | 加仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $3,346 | 0.00% | 61 | -1 | -1.6% | -$55 | 减仓 |
| EXC | EXELON CORP | $3,357 | 0.00% | 72 | -13 | -15.3% | -$606 | 减仓 |
| CTRE | CARETRUST REIT INC | $3,390 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| DKS | DICKS SPORTING GOODS INC | $3,403 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| EPR | EPR PPTYS | $3,423 | 0.00% | 59 | 24 | 68.6% | $1,392 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $3,466 | 0.00% | 39 | -2 | -4.9% | -$178 | 减仓 |
| HCA | HCA HEALTHCARE INC | $3,510 | 0.00% | 9 | -9 | -50.0% | -$3,510 | 减仓 |
| DT | DYNATRACE INC | $3,557 | 0.00% | 81 | 20 | 32.8% | $878 | 加仓 |
| UNM | UNUM GROUP | $3,576 | 0.00% | 40 | 6 | 17.6% | $536 | 加仓 |
| AFRM | AFFIRM HLDGS INC | $3,589 | 0.00% | 44 | 9 | 25.7% | $734 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $3,592 | 0.00% | 106 | 25 | 30.9% | $847 | 加仓 |
| HLN | HALEON PLC | $3,593 | 0.00% | 385 | -8 | -2.0% | -$75 | 减仓 |
| FFBC | 1ST FINL BANCORP | $3,620 | 0.00% | 107 | 6 | 5.9% | $203 | 加仓 |
| TKR | TIMKEN CO | $3,633 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC | $3,639 | 0.00% | 32 | 25 | 357.1% | $2,843 | 加仓 |
| TGT | TARGET CORP | $3,658 | 0.00% | 28 | 5 | 21.7% | $653 | 加仓 |
| KFY | KORN FERRY | $3,729 | 0.00% | 56 | 10 | 21.7% | $666 | 加仓 |
| THC | TENET HEALTHCARE CORP | $3,742 | 0.00% | 20 | -2 | -9.1% | -$374 | 减仓 |
| BRC | BRADY CORP | $3,755 | 0.00% | 41 | 5 | 13.9% | $458 | 加仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $3,795 | 0.00% | 210 | 45 | 27.3% | $813 | 加仓 |
| SLGN | SILGAN HLDGS INC | $3,804 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $3,808 | 0.00% | 24 | 19 | 380.0% | $3,015 | 加仓 |
| ESQ | ESQUIRE FINL HLDGS INC | $3,812 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| MTH | MERITAGE HOMES CORP | $3,858 | 0.00% | 46 | 17 | 58.6% | $1,426 | 加仓 |
| XYZ | BLOCK INC | $3,952 | 0.00% | 52 | 8 | 18.2% | $608 | 加仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $3,977 | 0.00% | 26 | 2 | 8.3% | $306 | 加仓 |
| XHR | XENIA HOTELS & RESORTS INC | $3,991 | 0.00% | 196 | -1 | -0.5% | -$20 | 减仓 |
| CSL | CARLISLE COS INC | $3,991 | 0.00% | 11 | 5 | 83.3% | $1,814 | 加仓 |
| GATX | GATX CORP | $4,009 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| PUK | PRUDENTIAL PLC | $4,022 | 0.00% | 150 | -96 | -39.0% | -$2,574 | 减仓 |
| ILMN | ILLUMINA INC | $4,045 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $4,080 | 0.00% | 15 | 4 | 36.4% | $1,088 | 加仓 |
| TJX | TJX COS INC NEW | $4,085 | 0.00% | 27 | -15 | -35.7% | -$2,269 | 减仓 |
| P | EVERPURE INC | $4,098 | 0.00% | 52 | -1 | -1.9% | -$79 | 减仓 |
| ROKU | ROKU INC | $4,145 | 0.00% | 30 | 1 | 3.4% | $138 | 加仓 |
| RDDT | REDDIT INC | $4,166 | 0.00% | 24 | 2 | 9.1% | $347 | 加仓 |
| TXN | TEXAS INSTRS INC | $4,173 | 0.00% | 14 | 12 | 600.0% | $3,577 | 加仓 |
| MLI | MUELLER INDS INC | $4,180 | 0.00% | 34 | -1 | -2.9% | -$123 | 减仓 |
| SSD | SIMPSON MFG INC | $4,187 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| FTDR | FRONTDOOR INC | $4,190 | 0.00% | 54 | 1 | 1.9% | $78 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $4,196 | 0.00% | 234 | 35 | 17.6% | $628 | 加仓 |
| WTRG | ESSENTIAL UTILS INC | $4,215 | 0.00% | 110 | -19 | -14.7% | -$728 | 减仓 |
| LOGI | LOGITECH INTL S A | $4,232 | 0.00% | 45 | 3 | 7.1% | $282 | 加仓 |
| BGC | BGC GROUP INC | $4,234 | 0.00% | 396 | 0 | 0.0% | — | 不变 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $4,237 | 0.00% | 380 | -41 | -9.7% | -$457 | 减仓 |
| SYY | SYSCO CORP | $4,249 | 0.00% | 51 | -5 | -8.9% | -$417 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $4,255 | 0.00% | 11 | 8 | 266.7% | $3,095 | 加仓 |
| EWBC | EAST WEST BANCORP INC | $4,260 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $4,285 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| TTEK | TETRA TECH INC NEW | $4,313 | 0.00% | 149 | -67 | -31.0% | -$1,939 | 减仓 |
| BYD | BOYD GAMING CORP | $4,315 | 0.00% | 49 | 3 | 6.5% | $264 | 加仓 |
| FTAI | FTAI AVIATION LTD | $4,329 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $4,361 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| RELX | RELX PLC | $4,371 | 0.00% | 138 | -21 | -13.2% | -$665 | 减仓 |
| OPLN | OPENLANE INC | $4,372 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $4,409 | 0.00% | 275 | -172 | -38.5% | -$2,758 | 减仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $4,421 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| DASH | DOORDASH INC | $4,429 | 0.00% | 24 | -3 | -11.1% | -$554 | 减仓 |
| PGR | PROGRESSIVE CORP | $4,435 | 0.00% | 20 | -5 | -20.0% | -$1,109 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $4,446 | 0.00% | 14 | 1 | 7.7% | $318 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $4,458 | 0.00% | 38 | -2 | -5.0% | -$235 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC | $4,488 | 0.00% | 33 | 8 | 32.0% | $1,088 | 加仓 |
| OKTA | OKTA INC | $4,503 | 0.00% | 33 | 33 | — | $4,503 | 新建仓 |
| OMF | ONEMAIN HLDGS INC | $4,512 | 0.00% | 74 | 5 | 7.2% | $305 | 加仓 |
| VIRT | VIRTU FINL INC | $4,528 | 0.00% | 76 | 6 | 8.6% | $357 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $4,529 | 0.00% | 72 | 30 | 71.4% | $1,887 | 加仓 |
| GHC | GRAHAM HLDGS CO | $4,566 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $4,582 | 0.00% | 124 | -20 | -13.9% | -$739 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $4,610 | 0.00% | 80 | -22 | -21.6% | -$1,268 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $4,634 | 0.00% | 261 | -58 | -18.2% | -$1,030 | 减仓 |