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 |
|---|---|---|---|---|---|---|---|---|
| ABT | ABBOTT LABORATORIES | $8,277 | 0.00% | 91 | 39 | 75.0% | $3,547 | 加仓 |
| MCK | MCKESSON CORP | $8,312 | 0.00% | 11 | 1 | 10.0% | $756 | 加仓 |
| RBA | RB GLOBAL INC | $8,385 | 0.00% | 72 | 13 | 22.0% | $1,514 | 加仓 |
| LAD | LITHIA MTRS INC | $8,425 | 0.00% | 29 | 2 | 7.4% | $581 | 加仓 |
| PFE | PFIZER INC | $8,485 | 0.00% | 352 | -118 | -25.1% | -$2,844 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $8,604 | 0.00% | 32 | 8 | 33.3% | $2,151 | 加仓 |
| XPO | XPO INC | $8,623 | 0.00% | 42 | -1 | -2.3% | -$205 | 减仓 |
| NVO | NOVO-NORDISK A S | $8,678 | 0.00% | 181 | 16 | 9.7% | $767 | 加仓 |
| ADI | ANALOG DEVICES INC | $8,738 | 0.00% | 22 | 8 | 57.1% | $3,177 | 加仓 |
| FTI | TECHNIPFMC PLC | $8,752 | 0.00% | 132 | 0 | 0.0% | — | 不变 |
| CASY | CASEYS GEN STORES INC | $8,776 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| CIEN | CIENA CORP | $8,831 | 0.00% | 18 | -7 | -28.0% | -$3,434 | 减仓 |
| JBL | JABIL INC | $8,867 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE | $8,939 | 0.00% | 58 | -10 | -14.7% | -$1,541 | 减仓 |
| MPC | MARATHON PETE CORP | $8,949 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $8,973 | 0.00% | 149 | -20 | -11.8% | -$1,204 | 减仓 |
| YOU | CLEAR SECURE INC | $9,084 | 0.01% | 163 | 0 | 0.0% | — | 不变 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $9,131 | 0.01% | 27 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $9,133 | 0.01% | 27 | 23 | 575.0% | $7,780 | 加仓 |
| CRAI | CRA INTL INC | $9,564 | 0.01% | 67 | 0 | 0.0% | — | 不变 |
| ALAB | ASTERA LABS INC | $9,661 | 0.01% | 20 | 1 | 5.3% | $483 | 加仓 |
| SONY | SONY GROUP CORP | $9,669 | 0.01% | 482 | -51 | -9.6% | -$1,023 | 减仓 |
| NOK | NOKIA CORP | $9,695 | 0.01% | 730 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $9,831 | 0.01% | 112 | 1 | 0.9% | $88 | 加仓 |
| CHE | CHEMED CORP NEW | $9,832 | 0.01% | 21 | 0 | 0.0% | — | 不变 |
| FIX | COMFORT SYS USA INC | $9,910 | 0.01% | 5 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1.00万 | 0.01% | 20 | 10 | 100.0% | $5,014 | 加仓 |
| PLD | PROLOGIS INC. | $1.04万 | 0.01% | 77 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $1.05万 | 0.01% | 106 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC | $1.06万 | 0.01% | 375 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC | $1.08万 | 0.01% | 206 | 30 | 17.0% | $1,573 | 加仓 |
| PWR | QUANTA SVCS INC | $1.08万 | 0.01% | 15 | 0 | 0.0% | — | 不变 |
| WWD | WOODWARD INC | $1.10万 | 0.01% | 26 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC | $1.10万 | 0.01% | 45 | 3 | 7.1% | $736 | 加仓 |
| SNOW | SNOWFLAKE INC | $1.12万 | 0.01% | 44 | 21 | 91.3% | $5,344 | 加仓 |
| GLPI | GAMING & LEISURE P | $1.13万 | 0.01% | 253 | 0 | 0.0% | — | 不变 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $1.13万 | 0.01% | 137 | 36 | 35.6% | $2,966 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC | $1.13万 | 0.01% | 1,939 | 48 | 2.5% | $280 | 加仓 |
| APP | APPLOVIN CORP | $1.13万 | 0.01% | 22 | 2 | 10.0% | $1,031 | 加仓 |
| CPK | CHESAPEAKE UTILS CORP | $1.14万 | 0.01% | 93 | 0 | 0.0% | — | 不变 |
| TNL | TRAVEL PLUS LEISURE CO | $1.15万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| LAMR | LAMAR ADVERTISING CO | $1.15万 | 0.01% | 74 | 0 | 0.0% | — | 不变 |
| AEIS | ADVANCED ENERGY INDS | $1.16万 | 0.01% | 31 | -2 | -6.1% | -$746 | 减仓 |
| RKLB | ROCKET LAB CORP | $1.16万 | 0.01% | 114 | 24 | 26.7% | $2,440 | 加仓 |
| BCPC | BALCHEM CORP | $1.16万 | 0.01% | 69 | -7 | -9.2% | -$1,181 | 减仓 |
| UBS | UBS GROUP AG | $1.19万 | 0.01% | 241 | 2 | 0.8% | $99 | 加仓 |
| CLX | CLOROX CO DEL | $1.21万 | 0.01% | 127 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $1.23万 | 0.01% | 39 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $1.23万 | 0.01% | 291 | -84 | -22.4% | -$3,561 | 减仓 |
| ARW | ARROW ELECTRS INC | $1.24万 | 0.01% | 58 | 5 | 9.4% | $1,067 | 加仓 |
| SUB | ISHARES TR | $1.25万 | 0.01% | 118 | 1 | 0.9% | $106 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $1.26万 | 0.01% | 36 | 0 | 0.0% | — | 不变 |
| ING | ING GROEP N.V. | $1.30万 | 0.01% | 414 | 103 | 33.1% | $3,232 | 加仓 |
| V | VISA INC | $1.30万 | 0.01% | 38 | -26 | -40.6% | -$8,921 | 减仓 |
| USB | US BANCORP | $1.32万 | 0.01% | 219 | 3 | 1.4% | $181 | 加仓 |
| CNS | COHEN & STEERS INC | $1.34万 | 0.01% | 176 | 1 | 0.6% | $76 | 加仓 |
| GILD | GILEAD SCIENCES INC | $1.34万 | 0.01% | 106 | -4 | -3.6% | -$506 | 减仓 |
| CRM | SALESFORCE INC | $1.38万 | 0.01% | 88 | -16 | -15.4% | -$2,501 | 减仓 |
| IRMD | IRADIMED CORP | $1.39万 | 0.01% | 145 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $1.42万 | 0.01% | 686 | -212 | -23.6% | -$4,386 | 减仓 |
| COHR | COHERENT CORP | $1.42万 | 0.01% | 36 | 1 | 2.9% | $394 | 加仓 |
| BE | BLOOM ENERGY CORP | $1.42万 | 0.01% | 47 | 8 | 20.5% | $2,422 | 加仓 |
| RIO | RIO TINTO PLC | $1.44万 | 0.01% | 152 | 19 | 14.3% | $1,804 | 加仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $1.46万 | 0.01% | 146 | -70 | -32.4% | -$6,982 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $1.47万 | 0.01% | 124 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINL GROUP INC | $1.48万 | 0.01% | 211 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $1.48万 | 0.01% | 49 | 49 | — | $1.48万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $1.49万 | 0.01% | 184 | 0 | 0.0% | — | 不变 |
| NWG | NATWEST GROUP PLC | $1.50万 | 0.01% | 849 | 69 | 8.8% | $1,216 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $1.51万 | 0.01% | 30 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $1.51万 | 0.01% | 52 | -1 | -1.9% | -$291 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $1.52万 | 0.01% | 210 | -4 | -1.9% | -$289 | 减仓 |
| BCS | BARCLAYS PLC | $1.52万 | 0.01% | 567 | 6 | 1.1% | $161 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $1.53万 | 0.01% | 20 | 1 | 5.3% | $763 | 加仓 |
| CG | CARLYLE GROUP INC | $1.55万 | 0.01% | 368 | -36 | -8.9% | -$1,518 | 减仓 |
| DDOG | DATADOG INC | $1.56万 | 0.01% | 60 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $1.58万 | 0.01% | 643 | 14 | 2.2% | $344 | 加仓 |
| ICVT | ISHARES TR | $1.61万 | 0.01% | 132 | 25 | 23.4% | $3,043 | 加仓 |
| GLW | CORNING INC | $1.61万 | 0.01% | 63 | 1 | 1.6% | $255 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $1.63万 | 0.01% | 119 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO | $1.66万 | 0.01% | 72 | -31 | -30.1% | -$7,139 | 减仓 |
| TM | TOYOTA MOTOR CORP | $1.67万 | 0.01% | 99 | -17 | -14.7% | -$2,863 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1.67万 | 0.01% | 143 | -41 | -22.3% | -$4,784 | 减仓 |
| QQQ | INVESCO QQQ TR | $1.78万 | 0.01% | 24 | 0 | 0.0% | — | 不变 |
| USFD | US FOODS HLDG CORP | $1.79万 | 0.01% | 175 | -10 | -5.4% | -$1,023 | 减仓 |
| DTM | DT MIDSTREAM INC | $1.79万 | 0.01% | 122 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $1.80万 | 0.01% | 65 | 12 | 22.6% | $3,332 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $1.84万 | 0.01% | 734 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $1.84万 | 0.01% | 35 | -1 | -2.8% | -$526 | 减仓 |
| KOF | COCA-COLA FEMSA SAB DE CV | $1.87万 | 0.01% | 176 | 0 | 0.0% | — | 不变 |
| NXST | NEXSTAR MEDIA GROUP INC | $1.87万 | 0.01% | 105 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $1.87万 | 0.01% | 50 | 8 | 19.0% | $2,996 | 加仓 |
| MS | MORGAN STANLEY | $1.88万 | 0.01% | 90 | 5 | 5.9% | $1,045 | 加仓 |
| AGM | FEDERAL AGRIC MTG CORP | $1.88万 | 0.01% | 94 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $1.92万 | 0.01% | 19 | 9 | 90.0% | $9,103 | 加仓 |
| WCC | WESCO INTL INC | $1.93万 | 0.01% | 56 | 0 | 0.0% | — | 不变 |
| KNF | KNIFE RIVER CORP | $1.95万 | 0.01% | 233 | 233 | — | $1.95万 | 新建仓 |
| MDU | MDU RES GROUP INC | $1.98万 | 0.01% | 935 | 935 | — | $1.98万 | 新建仓 |
| WFC | WELLS FARGO & CO | $2.01万 | 0.01% | 243 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $2.06万 | 0.01% | 147 | 0 | 0.0% | — | 不变 |