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 |
|---|---|---|---|---|---|---|---|---|
| C | CITIGROUP INC | $1.67万 | 0.01% | 147 | 0 | 0.0% | — | 不变 |
| USFD | US FOODS HLDG CORP | $1.71万 | 0.01% | 185 | 18 | 10.8% | $1,660 | 加仓 |
| KOF | COCA-COLA FEMSA SAB DE CV | $1.72万 | 0.01% | 176 | -30 | -14.6% | -$2,927 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $1.78万 | 0.01% | 86 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $1.79万 | 0.01% | 30 | -1 | -3.2% | -$596 | 减仓 |
| CMCSA | COMCAST CORP NEW | $1.81万 | 0.01% | 629 | 13 | 2.1% | $373 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $1.83万 | 0.01% | 53 | -3 | -5.4% | -$1,035 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1.88万 | 0.01% | 375 | -557 | -59.8% | -$2.79万 | 减仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $1.89万 | 0.01% | 105 | -41 | -28.1% | -$7,387 | 减仓 |
| AOA | ISHARES TR | $1.90万 | 0.01% | 215 | 80 | 59.3% | $7,072 | 加仓 |
| V | VISA INC | $1.93万 | 0.01% | 64 | 56 | 700.0% | $1.69万 | 加仓 |
| WFC | WELLS FARGO & CO | $1.93万 | 0.01% | 243 | -65 | -21.1% | -$5,175 | 减仓 |
| CRM | SALESFORCE INC | $1.94万 | 0.01% | 104 | -22 | -17.5% | -$4,099 | 减仓 |
| BHP | BHP BILLITON LIMITED | $1.95万 | 0.01% | 268 | 86 | 47.3% | $6,256 | 加仓 |
| CG | CARLYLE GROUP INC | $1.95万 | 0.01% | 404 | -591 | -59.4% | -$2.86万 | 减仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $1.95万 | 0.01% | 216 | -8 | -3.6% | -$724 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1.97万 | 0.01% | 81 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $2.00万 | 0.01% | 303 | -126 | -29.4% | -$8,307 | 减仓 |
| MTRN | MATERION CORP | $2.01万 | 0.01% | 139 | -23 | -14.2% | -$3,321 | 减仓 |
| IDXX | IDEXX LABS INC | $2.02万 | 0.01% | 36 | -49 | -57.6% | -$2.75万 | 减仓 |
| PSMT | PRICESMART INC | $2.03万 | 0.01% | 135 | -10 | -6.9% | -$1,505 | 减仓 |
| VMI | VALMONT INDS INC | $2.04万 | 0.01% | 51 | -6 | -10.5% | -$2,398 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $2.04万 | 0.01% | 439 | -141 | -24.3% | -$6,554 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $2.04万 | 0.01% | 134 | -55 | -29.1% | -$8,388 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $2.05万 | 0.01% | 283 | -15 | -5.0% | -$1,087 | 减仓 |
| — | AIR LEASE CORP | $2.07万 | 0.01% | 318 | -76 | -19.3% | -$4,937 | 减仓 |
| DIS | DISNEY WALT CO | $2.07万 | 0.01% | 215 | -256 | -54.4% | -$2.47万 | 减仓 |
| CSX | CSX CORP | $2.08万 | 0.01% | 506 | -92 | -15.4% | -$3,776 | 减仓 |
| LFUS | LITTELFUSE INC | $2.08万 | 0.01% | 61 | -5 | -7.6% | -$1,703 | 减仓 |
| GEV | GE VERNOVA INC | $2.10万 | 0.01% | 24 | 12 | 100.0% | $1.05万 | 加仓 |
| MET | METLIFE INC | $2.15万 | 0.01% | 304 | -95 | -23.8% | -$6,711 | 减仓 |
| EHC | ENCOMPASS HEALTH CORP | $2.15万 | 0.01% | 223 | -22 | -9.0% | -$2,124 | 减仓 |
| SXI | STANDEX INTL CORP | $2.18万 | 0.01% | 86 | -2 | -2.3% | -$507 | 减仓 |
| HIMU | BLACKROCK ETF TRUST II | $2.20万 | 0.01% | 458 | -3,883 | -89.4% | -$18.63万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $2.23万 | 0.01% | 103 | 0 | 0.0% | — | 不变 |
| TM | TOYOTA MOTOR CORP | $2.39万 | 0.02% | 116 | 7 | 6.4% | $1,443 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $2.40万 | 0.02% | 117 | -97 | -45.3% | -$1.99万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $2.44万 | 0.02% | 186 | 0 | 0.0% | — | 不变 |
| SAN | BANCO SANTANDER SA | $2.44万 | 0.02% | 2,162 | -14 | -0.6% | -$158 | 减仓 |
| LMAT | LEMAITRE VASCULAR INC | $2.44万 | 0.02% | 224 | 1 | 0.4% | $109 | 加仓 |
| INTU | INTUIT | $2.48万 | 0.02% | 57 | -33 | -36.7% | -$1.43万 | 减仓 |
| T | AT&T INC | $2.60万 | 0.02% | 898 | -21 | -2.3% | -$609 | 减仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $2.68万 | 0.02% | 1,234 | -296 | -19.3% | -$6,417 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $2.69万 | 0.02% | 184 | 10 | 5.7% | $1,463 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $2.71万 | 0.02% | 809 | -69 | -7.9% | -$2,314 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $2.72万 | 0.02% | 79 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN TOB PLC | $2.73万 | 0.02% | 467 | -104 | -18.2% | -$6,079 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $2.73万 | 0.02% | 46 | -7 | -13.2% | -$4,162 | 减仓 |
| SO | SOUTHERN CO | $2.87万 | 0.02% | 297 | -2 | -0.7% | -$193 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $2.89万 | 0.02% | 244 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $2.91万 | 0.02% | 313 | 30 | 10.6% | $2,792 | 加仓 |
| HSBC | HSBC HLDGS PLC | $3.03万 | 0.02% | 367 | -52 | -12.4% | -$4,290 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $3.03万 | 0.02% | 149 | -9 | -5.7% | -$1,831 | 减仓 |
| COP | CONOCOPHILLIPS | $3.23万 | 0.02% | 245 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $3.28万 | 0.02% | 97 | 31 | 47.0% | $1.05万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $3.31万 | 0.02% | 122 | -8 | -6.2% | -$2,169 | 减仓 |
| NFLX | NETFLIX INC. | $3.40万 | 0.02% | 354 | 331 | 1,439.1% | $3.18万 | 重新持有 |
| IXUS | ISHARES TR | $3.44万 | 0.02% | 397 | 0 | 0.0% | — | 不变 |
| ENSG | ENSIGN GROUP INC | $3.45万 | 0.02% | 171 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $3.57万 | 0.02% | 173 | 78 | 82.1% | $1.61万 | 加仓 |
| IWO | ISHARES TR | $3.61万 | 0.02% | 115 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $3.63万 | 0.02% | 67 | 5 | 8.1% | $2,709 | 加仓 |
| LIN | LINDE PLC | $3.77万 | 0.02% | 76 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $3.84万 | 0.02% | 247 | -240 | -49.3% | -$3.73万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $3.90万 | 0.02% | 423 | -207 | -32.9% | -$1.91万 | 减仓 |
| NVS | NOVARTIS AG | $3.91万 | 0.02% | 256 | -21 | -7.6% | -$3,208 | 减仓 |
| INTC | INTEL CORP | $4.09万 | 0.03% | 926 | 102 | 12.4% | $4,501 | 加仓 |
| ASML | ASML HLDG NV | $4.09万 | 0.03% | 31 | 4 | 14.8% | $5,283 | 加仓 |
| QCOM | QUALCOMM INC | $4.11万 | 0.03% | 319 | -21 | -6.2% | -$2,704 | 减仓 |
| ABBV | ABBVIE INC | $4.13万 | 0.03% | 190 | -10 | -5.0% | -$2,174 | 减仓 |
| AMGN | AMGEN INC | $4.15万 | 0.03% | 118 | 99 | 521.1% | $3.48万 | 加仓 |
| BLK | BLACKROCK INC | $4.25万 | 0.03% | 44 | -3 | -6.4% | -$2,897 | 减仓 |
| BAC | BANK AMERICA CORP | $4.61万 | 0.03% | 946 | 4 | 0.4% | $195 | 加仓 |
| KO | COCA COLA CO | $4.66万 | 0.03% | 613 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $5.41万 | 0.03% | 54 | 0 | 0.0% | — | 不变 |
| DFAE | DIMENSIONAL ETF TRUST | $5.65万 | 0.04% | 1,669 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $5.85万 | 0.04% | 298 | -528 | -63.9% | -$10.36万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $6.36万 | 0.04% | 71 | -3 | -4.1% | -$2,686 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $6.50万 | 0.04% | 393 | -74 | -15.8% | -$1.22万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $6.51万 | 0.04% | 1,343 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $6.56万 | 0.04% | 94 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $6.70万 | 0.04% | 95 | -2 | -2.1% | -$1,411 | 减仓 |
| BMO | BANK MONTREAL MEDIUM | $6.89万 | 0.04% | 509 | -577 | -53.1% | -$7.81万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $6.94万 | 0.04% | 159 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $6.97万 | 0.04% | 326 | -15 | -4.4% | -$3,206 | 减仓 |
| PG | PROCTER & GAMBLE CO | $6.97万 | 0.04% | 483 | 1 | 0.2% | $144 | 加仓 |
| — | EXXON MOBIL CORP | $7.04万 | 0.04% | 415 | -16 | -3.7% | -$2,713 | 减仓 |
| IWD | ISHARES TR | $7.22万 | 0.05% | 338 | 338 | — | $7.22万 | 新建仓 |
| SYSB | ISHARES TR | $7.29万 | 0.05% | 819 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $7.43万 | 0.05% | 618 | -61 | -9.0% | -$7,334 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $7.73万 | 0.05% | 1,237 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $8.04万 | 0.05% | 161 | -43 | -21.1% | -$2.15万 | 减仓 |
| WMT | WALMART INC | $8.43万 | 0.05% | 678 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $8.74万 | 0.06% | 95 | -90 | -48.6% | -$8.28万 | 减仓 |
| TSLA | TESLA INC | $8.81万 | 0.06% | 237 | 21 | 9.7% | $7,807 | 加仓 |
| URI | UNITED RENTALS INC | $8.82万 | 0.06% | 121 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $9.17万 | 0.06% | 312 | -2 | -0.6% | -$588 | 减仓 |
| VO | VANGUARD INDEX FDS | $9.37万 | 0.06% | 326 | -166 | -33.7% | -$4.77万 | 减仓 |
| VB | VANGUARD INDEX FDS | $9.51万 | 0.06% | 363 | -1 | -0.3% | -$262 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $9.76万 | 0.06% | 1,849 | 0 | 0.0% | — | 不变 |