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 |
|---|---|---|---|---|---|---|---|---|
| VRT | VERTIV HOLDINGS CO | $2.11万 | 0.01% | 63 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $2.11万 | 0.01% | 86 | 0 | 0.0% | — | 不变 |
| LMAT | LEMAITRE VASCULAR INC | $2.15万 | 0.01% | 224 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $2.17万 | 0.01% | 131 | -42 | -24.3% | -$6,950 | 减仓 |
| MO | ALTRIA GROUP INC | $2.17万 | 0.01% | 302 | -1 | -0.3% | -$72 | 减仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $2.21万 | 0.01% | 1,109 | 346 | 45.3% | $6,882 | 加仓 |
| BHP | BHP BILLITON LIMITED | $2.25万 | 0.01% | 270 | 2 | 0.7% | $167 | 加仓 |
| EHC | ENCOMPASS HEALTH CORP | $2.25万 | 0.01% | 223 | 0 | 0.0% | — | 不变 |
| BWXT | BWX TECHNOLOGIES INC | $2.28万 | 0.01% | 117 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $2.29万 | 0.01% | 81 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $2.35万 | 0.01% | 303 | -10 | -3.2% | -$776 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $2.38万 | 0.01% | 80 | 15 | 23.1% | $4,468 | 加仓 |
| CSX | CSX CORP | $2.41万 | 0.01% | 506 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $2.42万 | 0.01% | 251 | 36 | 16.7% | $3,467 | 加仓 |
| IXUS | ISHARES TR | $2.42万 | 0.01% | 254 | -143 | -36.0% | -$1.36万 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $2.45万 | 0.01% | 134 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP | $2.48万 | 0.01% | 440 | 1 | 0.2% | $56 | 加仓 |
| SAN | BANCO SANTANDER SA | $2.53万 | 0.01% | 1,836 | -326 | -15.1% | -$4,499 | 减仓 |
| COP | CONOCOPHILLIPS | $2.55万 | 0.01% | 245 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $2.56万 | 0.01% | 303 | -1 | -0.3% | -$85 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $2.59万 | 0.01% | 810 | 1 | 0.1% | $32 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $2.62万 | 0.01% | 45 | -1 | -2.2% | -$583 | 减仓 |
| PSMT | PRICESMART INC | $2.64万 | 0.01% | 135 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $2.72万 | 0.01% | 186 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $2.72万 | 0.01% | 63 | 6 | 10.5% | $2,589 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $2.72万 | 0.01% | 283 | 0 | 0.0% | — | 不变 |
| ENSG | ENSIGN GROUP INC | $2.74万 | 0.02% | 171 | 0 | 0.0% | — | 不变 |
| LFUS | LITTELFUSE INC | $2.79万 | 0.02% | 61 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $2.80万 | 0.02% | 29 | 12 | 70.6% | $1.16万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $2.81万 | 0.02% | 79 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $2.82万 | 0.02% | 24 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $2.85万 | 0.02% | 297 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN TOB PLC | $2.88万 | 0.02% | 467 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $2.93万 | 0.02% | 86 | 14 | 19.4% | $4,774 | 加仓 |
| VMI | VALMONT INDS INC | $2.95万 | 0.02% | 51 | 0 | 0.0% | — | 不变 |
| AOA | ISHARES TR | $2.97万 | 0.02% | 304 | 89 | 41.4% | $8,699 | 加仓 |
| SXI | STANDEX INTL CORP | $3.06万 | 0.02% | 86 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $3.13万 | 0.02% | 49 | 1 | 2.1% | $639 | 加仓 |
| PEP | PEPSICO INC | $3.35万 | 0.02% | 248 | 1 | 0.4% | $135 | 加仓 |
| HSBC | HSBC HLDGS PLC | $3.49万 | 0.02% | 367 | 0 | 0.0% | — | 不变 |
| BNY | BANK OF NY MELLON CORP | $3.53万 | 0.02% | 244 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES TR | $3.80万 | 0.02% | 372 | 247 | 197.6% | $2.52万 | 加仓 |
| ECG | EVERUS CONSTR GROUP | $3.87万 | 0.02% | 233 | 233 | — | $3.87万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $3.90万 | 0.02% | 423 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $3.94万 | 0.02% | 76 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $4.01万 | 0.02% | 256 | 0 | 0.0% | — | 不变 |
| MTRN | MATERION CORP | $4.13万 | 0.02% | 139 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $4.20万 | 0.02% | 116 | -2 | -1.7% | -$724 | 减仓 |
| BLK | BLACKROCK INC | $4.25万 | 0.02% | 44 | 0 | 0.0% | — | 不变 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $4.40万 | 0.02% | 975 | -259 | -21.0% | -$1.17万 | 减仓 |
| IWO | ISHARES TR | $4.53万 | 0.02% | 115 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $4.60万 | 0.03% | 65 | -2 | -3.0% | -$1,416 | 减仓 |
| ABBV | ABBVIE INC | $4.78万 | 0.03% | 190 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $4.99万 | 0.03% | 614 | 1 | 0.2% | $81 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $5.08万 | 0.03% | 54 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $5.12万 | 0.03% | 123 | 1 | 0.8% | $417 | 加仓 |
| BAC | BANK OF AMER CORP | $5.40万 | 0.03% | 948 | 2 | 0.2% | $114 | 加仓 |
| — | EXXON MOBIL CORP | $5.68万 | 0.03% | 415 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $5.77万 | 0.03% | 29 | -2 | -6.5% | -$3,979 | 减仓 |
| QCOM | QUALCOMM INC | $5.89万 | 0.03% | 319 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $6.53万 | 0.04% | 299 | 1 | 0.3% | $218 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $6.71万 | 0.04% | 1,669 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $6.94万 | 0.04% | 71 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $7.09万 | 0.04% | 483 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $7.12万 | 0.04% | 394 | 1 | 0.3% | $181 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $7.39万 | 0.04% | 1,343 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $7.40万 | 0.04% | 576 | -42 | -6.8% | -$5,399 | 减仓 |
| WMT | WALMART INC | $7.69万 | 0.04% | 679 | 1 | 0.1% | $113 | 加仓 |
| VUG | VANGUARD INDEX FDS | $8.21万 | 0.05% | 953 | -1 | -0.1% | -$86 | 减仓 |
| MA | MASTERCARD INCORPORATED | $8.26万 | 0.05% | 161 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $8.31万 | 0.05% | 143 | -6 | -4.0% | -$3,485 | 减仓 |
| BMO | BANK MONTREAL MEDIUM | $8.61万 | 0.05% | 487 | -22 | -4.3% | -$3,887 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $8.65万 | 0.05% | 1,237 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $8.99万 | 0.05% | 752 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $9.14万 | 0.05% | 377 | 39 | 11.5% | $9,455 | 加仓 |
| CAT | CATERPILLAR INC | $9.44万 | 0.05% | 89 | -6 | -6.3% | -$6,363 | 减仓 |
| TSLA | TESLA INC | $9.67万 | 0.05% | 230 | -7 | -3.0% | -$2,944 | 减仓 |
| VO | VANGUARD INDEX FDS | $9.73万 | 0.05% | 1,207 | -97 | -7.4% | -$7,818 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SV | $9.80万 | 0.05% | 2,520 | -4 | -0.2% | -$156 | 减仓 |
| META | META PLATFORMS INC | $9.80万 | 0.05% | 174 | -8 | -4.4% | -$4,506 | 减仓 |
| ORCL | ORACLE CORP | $9.93万 | 0.05% | 677 | -11 | -1.6% | -$1,613 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $9.99万 | 0.06% | 1,849 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $10.21万 | 0.06% | 312 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $10.31万 | 0.06% | 381 | -33 | -8.0% | -$8,929 | 减仓 |
| SYSB | ISHARES TR | $10.37万 | 0.06% | 1,169 | 350 | 42.7% | $3.11万 | 加仓 |
| VB | VANGUARD INDEX FDS | $11.01万 | 0.06% | 363 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $11.54万 | 0.06% | 100 | 3 | 3.1% | $3,463 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $11.94万 | 0.07% | 2,282 | -7,771 | -77.3% | -$40.67万 | 减仓 |
| EVRG | EVERGY INC | $12.21万 | 0.07% | 1,413 | 1,358 | 2,469.1% | $11.74万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $12.98万 | 0.07% | 2,566 | 499 | 24.1% | $2.52万 | 加仓 |
| LLY | ELI LILLY & CO | $13.07万 | 0.07% | 109 | 14 | 14.7% | $1.68万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $13.34万 | 0.07% | 525 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $13.82万 | 0.08% | 122 | 1 | 0.8% | $1,133 | 加仓 |
| LRCX | LAM RESEARCH CORP | $14.00万 | 0.08% | 323 | -3 | -0.9% | -$1,301 | 减仓 |
| INTC | INTEL CORP | $14.66万 | 0.08% | 1,050 | 124 | 13.4% | $1.73万 | 加仓 |
| AVGO | BROADCOM INC | $15.85万 | 0.09% | 420 | 1 | 0.2% | $377 | 加仓 |
| HD | HOME DEPOT INC | $16.03万 | 0.09% | 455 | -8 | -1.7% | -$2,819 | 减仓 |
| GOOG | ALPHABET INC | $16.07万 | 0.09% | 455 | 2 | 0.4% | $706 | 加仓 |
| GOOGL | ALPHABET INC | $17.38万 | 0.10% | 486 | -2 | -0.4% | -$715 | 减仓 |
| CSCO | CISCO SYS INC | $17.63万 | 0.10% | 1,501 | 0 | 0.0% | — | 不变 |