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 |
|---|---|---|---|---|---|---|---|---|
| SYF | SYNCHRONY FINANCIAL | $4,640 | 0.00% | 61 | 14 | 29.8% | $1,065 | 加仓 |
| CVS | CVS HEALTH CORP | $4,656 | 0.00% | 45 | 22 | 95.7% | $2,276 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $4,669 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| TPR | TAPESTRY INC | $4,685 | 0.00% | 32 | -5 | -13.5% | -$732 | 减仓 |
| EIX | EDISON INTL | $4,691 | 0.00% | 63 | 43 | 215.0% | $3,202 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $4,704 | 0.00% | 38 | -2 | -5.0% | -$248 | 减仓 |
| LH | LABCORP HOLDINGS INC | $4,706 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| UFPI | UFP INDUSTRIES INC | $4,712 | 0.00% | 52 | -12 | -18.8% | -$1,087 | 减仓 |
| PKG | PACKAGING CORP AMER | $4,868 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| WSM | WILLIAMS SONOMA INC | $4,896 | 0.00% | 21 | 4 | 23.5% | $933 | 加仓 |
| RGA | REINSURANCE GROUP AMER INC | $4,941 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY INC | $4,961 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES TR | $4,964 | 0.00% | 30 | -1 | -3.2% | -$165 | 减仓 |
| ARM | ARM HOLDINGS PLC | $4,964 | 0.00% | 14 | 2 | 16.7% | $709 | 加仓 |
| MRNA | MODERNA INC | $4,973 | 0.00% | 71 | 7 | 10.9% | $490 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $5,013 | 0.00% | 188 | -63 | -25.1% | -$1,680 | 减仓 |
| BC | BRUNSWICK CORP | $5,034 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $5,081 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $5,097 | 0.00% | 30 | 12 | 66.7% | $2,039 | 加仓 |
| NRG | NRG ENERGY INC | $5,113 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $5,121 | 0.00% | 229 | 20 | 9.6% | $447 | 加仓 |
| — | ELECTRONIC ARTS INC | $5,126 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| LITE | LUMENTUM HLDGS INC | $5,149 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| MAS | MASCO CORP | $5,197 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| — | JANUS HENDERSON GROUP PLC | $5,299 | 0.00% | 102 | -9 | -8.1% | -$468 | 减仓 |
| WING | WINGSTOP INC | $5,323 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW | $5,331 | 0.00% | 129 | 51 | 65.4% | $2,108 | 加仓 |
| EBAY | EBAY INC. | $5,364 | 0.00% | 48 | 3 | 6.7% | $335 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $5,386 | 0.00% | 41 | 1 | 2.5% | $131 | 加仓 |
| PLXS | PLEXUS CORP | $5,413 | 0.00% | 18 | 1 | 5.9% | $301 | 加仓 |
| DAL | DELTA AIR LINES INC | $5,526 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $5,531 | 0.00% | 36 | 22 | 157.1% | $3,380 | 加仓 |
| GNRC | GENERAC HLDGS INC | $5,564 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC | $5,591 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $5,606 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| DRH | DIAMONDROCK HOSPITALITY CO | $5,640 | 0.00% | 463 | 77 | 19.9% | $938 | 加仓 |
| APH | AMPHENOL CORP | $5,643 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $5,731 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| UNF | UNIFIRST CORP MASS | $5,805 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| IX | ORIX CORP | $5,821 | 0.00% | 153 | 106 | 225.5% | $4,033 | 加仓 |
| GM | GENERAL MTRS CO | $5,859 | 0.00% | 76 | -7 | -8.4% | -$540 | 减仓 |
| ATMU | ATMUS FILTRATION TECHNOLOGIE | $5,864 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RES CORP | $5,900 | 0.00% | 22 | 1 | 4.8% | $268 | 加仓 |
| DOV | DOVER CORP | $5,907 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC | $5,947 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $5,950 | 0.00% | 19 | 1 | 5.6% | $313 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $5,952 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $6,072 | 0.00% | 32 | -9 | -22.0% | -$1,708 | 减仓 |
| TLN | TALEN ENERGY CORP | $6,149 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $6,177 | 0.00% | 26 | -6 | -18.8% | -$1,425 | 减仓 |
| NGG | NATIONAL GRID PLC | $6,216 | 0.00% | 75 | -11 | -12.8% | -$912 | 减仓 |
| TOL | TOLL BROTHERS INC | $6,261 | 0.00% | 38 | -5 | -11.6% | -$824 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $6,275 | 0.00% | 68 | -30 | -30.6% | -$2,768 | 减仓 |
| ETN | EATON CORP PLC | $6,392 | 0.00% | 15 | -2 | -11.8% | -$852 | 减仓 |
| CCL | CARNIVAL CORP LTD | $6,400 | 0.00% | 224 | 224 | — | $6,400 | 新建仓 |
| ONB | OLD NATL BANCORP IND | $6,424 | 0.00% | 248 | 20 | 8.8% | $518 | 加仓 |
| MMM | 3M CO | $6,477 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| ARGX | ARGENX SE | $6,495 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $6,527 | 0.00% | 24 | 4 | 20.0% | $1,088 | 加仓 |
| SF | STIFEL FINL CORP | $6,539 | 0.00% | 94 | -10 | -9.6% | -$696 | 减仓 |
| ENS | ENERSYS | $6,547 | 0.00% | 28 | 3 | 12.0% | $701 | 加仓 |
| TWLO | TWILIO INC | $6,603 | 0.00% | 32 | 1 | 3.2% | $206 | 加仓 |
| LGND | LIGAND PHARMACEUTICALS INC | $6,638 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| SNY | SANOFI SA | $6,783 | 0.00% | 159 | -10 | -5.9% | -$427 | 减仓 |
| JLL | JONES LANG LASALLE INC | $6,819 | 0.00% | 22 | -3 | -12.0% | -$930 | 减仓 |
| RNR | RENAISSANCERE HLDGS LTD | $6,820 | 0.00% | 22 | 1 | 4.8% | $310 | 加仓 |
| SNDK | SANDISK CORP | $6,822 | 0.00% | 3 | -20 | -87.0% | -$4.55万 | 减仓 |
| NUE | NUCOR CORP | $6,906 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC | $6,920 | 0.00% | 69 | 26 | 60.5% | $2,608 | 加仓 |
| RVMD | REVOLUTION MEDICINES INC | $6,930 | 0.00% | 37 | 6 | 19.4% | $1,124 | 加仓 |
| HMC | HONDA MOTOR CO LTD | $7,022 | 0.00% | 259 | 221 | 581.6% | $5,992 | 加仓 |
| VLO | VALERO ENERGY CORP | $7,032 | 0.00% | 27 | 2 | 8.0% | $521 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $7,044 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| ENTG | ENTEGRIS INC | $7,096 | 0.00% | 39 | -2 | -4.9% | -$364 | 减仓 |
| NEM | NEWMONT CORP | $7,099 | 0.00% | 76 | 3 | 4.1% | $280 | 加仓 |
| MCHI | ISHARES TR | $7,144 | 0.00% | 140 | 140 | — | $7,144 | 新建仓 |
| E | ENI SPA | $7,264 | 0.00% | 155 | -33 | -17.6% | -$1,547 | 减仓 |
| AGNC | AGNC INVT CORP | $7,271 | 0.00% | 667 | 275 | 70.2% | $2,998 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $7,360 | 0.00% | 48 | -1 | -2.0% | -$153 | 减仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $7,381 | 0.00% | 313 | 58 | 22.7% | $1,368 | 加仓 |
| INTU | INTUIT | $7,392 | 0.00% | 28 | -29 | -50.9% | -$7,656 | 减仓 |
| UL | UNILEVER PLC | $7,395 | 0.00% | 123 | -6 | -4.7% | -$361 | 减仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $7,444 | 0.00% | 777 | 32 | 4.3% | $307 | 加仓 |
| HST | HOST HOTELS & RESORTS INC | $7,457 | 0.00% | 314 | 29 | 10.2% | $689 | 加仓 |
| RS | RELIANCE INC | $7,472 | 0.00% | 20 | 1 | 5.3% | $374 | 加仓 |
| CBRE | CBRE GROUP INC | $7,543 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| MKSI | MKS INC. | $7,562 | 0.00% | 17 | -1 | -5.6% | -$445 | 减仓 |
| CVNA | CARVANA CO | $7,570 | 0.00% | 115 | 15 | 15.0% | $987 | 加仓 |
| ALL | ALLSTATE CORP | $7,615 | 0.00% | 32 | 24 | 300.0% | $5,711 | 加仓 |
| LKFN | LAKELAND FINL CORP | $7,635 | 0.00% | 124 | 1 | 0.8% | $62 | 加仓 |
| HOMB | HOME BANCSHARES INC | $7,682 | 0.00% | 269 | -1 | -0.4% | -$29 | 减仓 |
| NFLX | NETFLIX INC. | $7,712 | 0.00% | 108 | -246 | -69.5% | -$1.76万 | 减仓 |
| YUM | YUM BRANDS INC | $7,834 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| NTRA | NATERA INC | $7,873 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| DB | DEUTSCHE BK AG | $7,900 | 0.00% | 234 | 73 | 45.3% | $2,465 | 加仓 |
| DHI | D R HORTON INC | $7,952 | 0.00% | 49 | 7 | 16.7% | $1,136 | 加仓 |
| SNA | SNAP ON INC | $7,962 | 0.00% | 20 | -1 | -4.8% | -$398 | 减仓 |
| ESAB | ESAB CORPORATION | $7,990 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $8,028 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| LSTR | LANDSTAR SYS INC | $8,126 | 0.00% | 39 | 0 | 0.0% | — | 不变 |