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 |
|---|---|---|---|---|---|---|---|---|
| ED | CONSOLIDATED EDISON INC | $3,962 | 0.00% | 35 | 15 | 75.0% | $1,698 | 加仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $3,989 | 0.00% | 69 | 3 | 4.5% | $173 | 加仓 |
| APH | AMPHENOL CORP | $4,044 | 0.00% | 32 | 9 | 39.1% | $1,137 | 加仓 |
| DASH | DOORDASH INC | $4,055 | 0.00% | 27 | 17 | 170.0% | $2,553 | 加仓 |
| EBAY | EBAY INC. | $4,096 | 0.00% | 45 | 36 | 400.0% | $3,277 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $4,098 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| MKSI | MKS INC. | $4,137 | 0.00% | 18 | -2 | -10.0% | -$460 | 减仓 |
| THC | TENET HEALTHCARE CORP | $4,152 | 0.00% | 22 | -1 | -4.3% | -$189 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $4,152 | 0.00% | 68 | 11 | 19.3% | $672 | 加仓 |
| EXC | EXELON CORP | $4,167 | 0.00% | 85 | 16 | 23.2% | $784 | 加仓 |
| LGND | LIGAND PHARMACEUTICALS INC | $4,193 | 0.00% | 21 | -36 | -63.2% | -$7,188 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $4,217 | 0.00% | 6 | 6 | — | $4,217 | 新建仓 |
| SPG | SIMON PPTY GROUP INC NEW | $4,226 | 0.00% | 23 | 6 | 35.3% | $1,102 | 加仓 |
| GHC | GRAHAM HLDGS CO | $4,230 | 0.00% | 4 | 2 | 100.0% | $2,115 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $4,236 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $4,246 | 0.00% | 49 | -66 | -57.4% | -$5,719 | 减仓 |
| PKG | PACKAGING CORP AMER | $4,312 | 0.00% | 20 | 2 | 11.1% | $431 | 加仓 |
| BC | BRUNSWICK CORP | $4,342 | 0.00% | 60 | -15 | -20.0% | -$1,086 | 减仓 |
| ENS | ENERSYS | $4,343 | 0.00% | 25 | 13 | 108.3% | $2,258 | 加仓 |
| ESGU | ISHARES TR | $4,357 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $4,421 | 0.00% | 209 | 29 | 16.1% | $613 | 加仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $4,449 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $4,454 | 0.00% | 14 | 14 | — | $4,454 | 新建仓 |
| LH | LABCORP HOLDINGS INC | $4,472 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $4,480 | 0.00% | 34 | 6 | 21.4% | $791 | 加仓 |
| EVRG | EVERGY INC | $4,515 | 0.00% | 55 | 22 | 66.7% | $1,806 | 加仓 |
| PTC | PTC INC | $4,560 | 0.00% | 32 | 32 | — | $4,560 | 新建仓 |
| SLB | SLB LIMITED | $4,574 | 0.00% | 89 | 56 | 169.7% | $2,878 | 加仓 |
| VOD | VODAFONE GROUP PLC | $4,597 | 0.00% | 306 | 227 | 287.3% | $3,410 | 加仓 |
| — | COTERRA ENERGY INC | $4,609 | 0.00% | 131 | 1 | 0.8% | $35 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $4,614 | 0.00% | 40 | -4 | -9.1% | -$461 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $4,614 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| RGA | REINSURANCE GROUP AMER INC | $4,722 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| INSM | INSMED INC | $4,743 | 0.00% | 29 | -13 | -31.0% | -$2,126 | 减仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $4,745 | 0.00% | 421 | 241 | 133.9% | $2,716 | 加仓 |
| WING | WINGSTOP INC | $4,756 | 0.00% | 31 | -14 | -31.1% | -$2,148 | 减仓 |
| DB | DEUTSCHE BK AG | $4,795 | 0.00% | 161 | -184 | -53.3% | -$5,480 | 减仓 |
| EXE | EXPAND ENERGY CORPORATION | $4,831 | 0.00% | 44 | 10 | 29.4% | $1,098 | 加仓 |
| ENTG | ENTEGRIS INC | $4,859 | 0.00% | 41 | 2 | 5.1% | $237 | 加仓 |
| COIN | COINBASE GLOBAL INC | $4,890 | 0.00% | 28 | 23 | 460.0% | $4,017 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $4,916 | 0.00% | 10 | -4 | -28.6% | -$1,966 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $4,990 | 0.00% | 319 | -234 | -42.3% | -$3,660 | 减仓 |
| PGR | PROGRESSIVE CORP | $5,015 | 0.00% | 25 | 11 | 78.6% | $2,207 | 加仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $5,037 | 0.00% | 255 | 129 | 102.4% | $2,548 | 加仓 |
| ONB | OLD NATL BANCORP IND | $5,039 | 0.00% | 228 | -72 | -24.0% | -$1,591 | 减仓 |
| — | ELECTRONIC ARTS INC | $5,097 | 0.00% | 25 | -1 | -3.8% | -$204 | 减仓 |
| TLN | TALEN ENERGY CORP | $5,108 | 0.00% | 16 | -1 | -5.9% | -$319 | 减仓 |
| ARGX | ARGENX SE | $5,112 | 0.00% | 7 | -1 | -12.5% | -$730 | 减仓 |
| NRG | NRG ENERGY INC | $5,115 | 0.00% | 35 | -1 | -2.8% | -$146 | 减仓 |
| KNSL | KINSALE CAP GROUP INC | $5,148 | 0.00% | 15 | -12 | -44.4% | -$4,118 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $5,156 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| WTRG | ESSENTIAL UTILS INC | $5,195 | 0.00% | 129 | 53 | 69.7% | $2,134 | 加仓 |
| TPR | TAPESTRY INC | $5,222 | 0.00% | 37 | 12 | 48.0% | $1,694 | 加仓 |
| NUE | NUCOR CORP | $5,243 | 0.00% | 31 | -1 | -3.1% | -$169 | 减仓 |
| TRGP | TARGA RES CORP | $5,266 | 0.00% | 21 | -1 | -4.5% | -$251 | 减仓 |
| RELX | RELX PLC | $5,271 | 0.00% | 159 | -55 | -25.7% | -$1,823 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $5,281 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| BE | BLOOM ENERGY CORP | $5,285 | 0.00% | 39 | 5 | 14.7% | $678 | 加仓 |
| ABT | ABBOTT LABORATORIES | $5,359 | 0.00% | 52 | -50 | -49.0% | -$5,153 | 减仓 |
| HST | HOST HOTELS & RESORTS INC | $5,455 | 0.00% | 285 | 27 | 10.5% | $517 | 加仓 |
| DOV | DOVER CORP | $5,477 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| UNF | UNIFIRST CORP MASS | $5,521 | 0.00% | 22 | 6 | 37.5% | $1,506 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $5,532 | 0.00% | 24 | 12 | 100.0% | $2,766 | 加仓 |
| RBA | RB GLOBAL INC | $5,656 | 0.00% | 59 | 13 | 28.3% | $1,246 | 加仓 |
| — | JANUS HENDERSON GROUP PLC | $5,703 | 0.00% | 111 | 33 | 42.3% | $1,695 | 加仓 |
| DHI | D R HORTON INC | $5,723 | 0.00% | 42 | 5 | 13.5% | $681 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $5,739 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY INC | $5,750 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| RS | RELIANCE INC | $5,775 | 0.00% | 19 | 6 | 46.2% | $1,824 | 加仓 |
| RKLB | ROCKET LAB CORP | $5,780 | 0.00% | 90 | -4 | -4.3% | -$257 | 减仓 |
| NTRA | NATERA INC | $5,800 | 0.00% | 29 | 1 | 3.6% | $200 | 加仓 |
| MMM | 3M CO | $5,810 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| SLYV | SPDR SERIES TRUST | $5,864 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| TOL | TOLL BROTHERS INC | $5,869 | 0.00% | 43 | 2 | 4.9% | $273 | 加仓 |
| NOK | NOKIA CORP | $5,870 | 0.00% | 730 | -37 | -4.8% | -$298 | 减仓 |
| UFPI | UFP INDUSTRIES INC | $5,882 | 0.00% | 64 | -20 | -23.8% | -$1,838 | 减仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $5,916 | 0.00% | 745 | 398 | 114.7% | $3,160 | 加仓 |
| HLNE | HAMILTON LANE INC | $6,053 | 0.00% | 61 | -72 | -54.1% | -$7,145 | 减仓 |
| NVO | NOVO-NORDISK A S | $6,064 | 0.00% | 165 | -11 | -6.2% | -$404 | 减仓 |
| ETN | EATON CORP PLC | $6,081 | 0.00% | 17 | 13 | 325.0% | $4,650 | 加仓 |
| RSG | REPUBLIC SVCS INC | $6,095 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| JBL | JABIL INC | $6,110 | 0.00% | 23 | 5 | 27.8% | $1,328 | 加仓 |
| VLO | VALERO ENERGY CORP | $6,177 | 0.00% | 25 | 18 | 257.1% | $4,447 | 加仓 |
| GM | GENERAL MTRS CO | $6,184 | 0.00% | 83 | 39 | 88.6% | $2,906 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $6,187 | 0.00% | 102 | 87 | 580.0% | $5,277 | 重新持有 |
| COR | CENCORA INC | $6,212 | 0.00% | 20 | -2 | -9.1% | -$621 | 减仓 |
| CVNA | CARVANA CO | $6,288 | 0.00% | 20 | -3 | -13.0% | -$943 | 减仓 |
| LSTR | LANDSTAR SYS INC | $6,295 | 0.00% | 39 | -5 | -11.4% | -$807 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $6,298 | 0.00% | 40 | 2 | 5.3% | $315 | 加仓 |
| RNR | RENAISSANCERE HLDGS LTD | $6,390 | 0.00% | 21 | 3 | 16.7% | $913 | 加仓 |
| FDX | FEDEX CORP | $6,412 | 0.00% | 18 | 8 | 80.0% | $2,850 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $6,439 | 0.00% | 65 | 47 | 261.1% | $4,656 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $6,454 | 0.00% | 14 | 14 | — | $6,454 | 新建仓 |
| TTEK | TETRA TECH INC NEW | $6,509 | 0.00% | 216 | -116 | -34.9% | -$3,496 | 减仓 |
| ATMU | ATMUS FILTRATION TECHNOLOGIE | $6,529 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $6,660 | 0.00% | 17 | 10 | 142.9% | $3,918 | 加仓 |
| TJX | TJX COS INC NEW | $6,689 | 0.00% | 42 | 15 | 55.6% | $2,389 | 加仓 |
| LAD | LITHIA MTRS INC | $6,743 | 0.00% | 27 | -3 | -10.0% | -$749 | 减仓 |
| CAH | CARDINAL HEALTH INC | $6,762 | 0.00% | 32 | 5 | 18.5% | $1,057 | 加仓 |
| BP | BP PLC | $6,768 | 0.00% | 144 | 68 | 89.5% | $3,196 | 加仓 |