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 |
|---|---|---|---|---|---|---|---|---|
| KO | COCA COLA CO | $4.99万 | 0.03% | 614 | 1 | 0.2% | $81 | 加仓 |
| ABBV | ABBVIE INC | $4.78万 | 0.03% | 190 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $4.60万 | 0.03% | 65 | -2 | -3.0% | -$1,416 | 减仓 |
| IWO | ISHARES TR | $4.53万 | 0.02% | 115 | 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 |
| BLK | BLACKROCK INC | $4.25万 | 0.02% | 44 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $4.20万 | 0.02% | 116 | -2 | -1.7% | -$724 | 减仓 |
| MTRN | MATERION CORP | $4.13万 | 0.02% | 139 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $4.01万 | 0.02% | 256 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $3.94万 | 0.02% | 76 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $3.90万 | 0.02% | 423 | 0 | 0.0% | — | 不变 |
| ECG | EVERUS CONSTR GROUP | $3.87万 | 0.02% | 233 | 233 | — | $3.87万 | 新建仓 |
| STIP | ISHARES TR | $3.80万 | 0.02% | 372 | 247 | 197.6% | $2.52万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $3.53万 | 0.02% | 244 | 0 | 0.0% | — | 不变 |
| HSBC | HSBC HLDGS PLC | $3.49万 | 0.02% | 367 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $3.35万 | 0.02% | 248 | 1 | 0.4% | $135 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $3.13万 | 0.02% | 49 | 1 | 2.1% | $639 | 加仓 |
| SXI | STANDEX INTL CORP | $3.06万 | 0.02% | 86 | 0 | 0.0% | — | 不变 |
| AOA | ISHARES TR | $2.97万 | 0.02% | 304 | 89 | 41.4% | $8,699 | 加仓 |
| VMI | VALMONT INDS INC | $2.95万 | 0.02% | 51 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $2.93万 | 0.02% | 86 | 14 | 19.4% | $4,774 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $2.88万 | 0.02% | 467 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $2.85万 | 0.02% | 297 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $2.82万 | 0.02% | 24 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $2.81万 | 0.02% | 79 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $2.80万 | 0.02% | 29 | 12 | 70.6% | $1.16万 | 加仓 |
| LFUS | LITTELFUSE INC | $2.79万 | 0.02% | 61 | 0 | 0.0% | — | 不变 |
| ENSG | ENSIGN GROUP INC | $2.74万 | 0.02% | 171 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW | $2.72万 | 0.01% | 283 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $2.72万 | 0.01% | 63 | 6 | 10.5% | $2,589 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $2.72万 | 0.01% | 186 | 0 | 0.0% | — | 不变 |
| PSMT | PRICESMART INC | $2.64万 | 0.01% | 135 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC | $2.62万 | 0.01% | 45 | -1 | -2.2% | -$583 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $2.59万 | 0.01% | 810 | 1 | 0.1% | $32 | 加仓 |
| MET | METLIFE INC | $2.56万 | 0.01% | 303 | -1 | -0.3% | -$85 | 减仓 |
| COP | CONOCOPHILLIPS | $2.55万 | 0.01% | 245 | 0 | 0.0% | — | 不变 |
| SAN | BANCO SANTANDER SA | $2.53万 | 0.01% | 1,836 | -326 | -15.1% | -$4,499 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $2.48万 | 0.01% | 440 | 1 | 0.2% | $56 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $2.45万 | 0.01% | 134 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $2.42万 | 0.01% | 254 | -143 | -36.0% | -$1.36万 | 减仓 |
| DIS | DISNEY WALT CO | $2.42万 | 0.01% | 251 | 36 | 16.7% | $3,467 | 加仓 |
| CSX | CSX CORP | $2.41万 | 0.01% | 506 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $2.38万 | 0.01% | 80 | 15 | 23.1% | $4,468 | 加仓 |
| SHEL | SHELL PLC | $2.35万 | 0.01% | 303 | -10 | -3.2% | -$776 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $2.29万 | 0.01% | 81 | 0 | 0.0% | — | 不变 |
| BWXT | BWX TECHNOLOGIES INC | $2.28万 | 0.01% | 117 | 0 | 0.0% | — | 不变 |
| EHC | ENCOMPASS HEALTH CORP | $2.25万 | 0.01% | 223 | 0 | 0.0% | — | 不变 |
| BHP | BHP BILLITON LIMITED | $2.25万 | 0.01% | 270 | 2 | 0.7% | $167 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $2.21万 | 0.01% | 1,109 | 346 | 45.3% | $6,882 | 加仓 |
| MO | ALTRIA GROUP INC | $2.17万 | 0.01% | 302 | -1 | -0.3% | -$72 | 减仓 |
| CVX | CHEVRON CORPORATION | $2.17万 | 0.01% | 131 | -42 | -24.3% | -$6,950 | 减仓 |
| LMAT | LEMAITRE VASCULAR INC | $2.15万 | 0.01% | 224 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $2.11万 | 0.01% | 86 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $2.11万 | 0.01% | 63 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $2.06万 | 0.01% | 147 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $2.01万 | 0.01% | 243 | 0 | 0.0% | — | 不变 |
| MDU | MDU RES GROUP INC | $1.98万 | 0.01% | 935 | 935 | — | $1.98万 | 新建仓 |
| KNF | KNIFE RIVER CORP | $1.95万 | 0.01% | 233 | 233 | — | $1.95万 | 新建仓 |
| WCC | WESCO INTL INC | $1.93万 | 0.01% | 56 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $1.92万 | 0.01% | 19 | 9 | 90.0% | $9,103 | 加仓 |
| AGM | FEDERAL AGRIC MTG CORP | $1.88万 | 0.01% | 94 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $1.88万 | 0.01% | 90 | 5 | 5.9% | $1,045 | 加仓 |
| GE | GE AEROSPACE | $1.87万 | 0.01% | 50 | 8 | 19.0% | $2,996 | 加仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $1.87万 | 0.01% | 105 | 0 | 0.0% | — | 不变 |
| KOF | COCA-COLA FEMSA SAB DE CV | $1.87万 | 0.01% | 176 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $1.84万 | 0.01% | 35 | -1 | -2.8% | -$526 | 减仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $1.84万 | 0.01% | 734 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $1.80万 | 0.01% | 65 | 12 | 22.6% | $3,332 | 加仓 |
| 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 |
| QQQ | INVESCO QQQ TR | $1.78万 | 0.01% | 24 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1.67万 | 0.01% | 143 | -41 | -22.3% | -$4,784 | 减仓 |
| TM | TOYOTA MOTOR CORP | $1.67万 | 0.01% | 99 | -17 | -14.7% | -$2,863 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $1.66万 | 0.01% | 72 | -31 | -30.1% | -$7,139 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $1.63万 | 0.01% | 119 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $1.61万 | 0.01% | 63 | 1 | 1.6% | $255 | 加仓 |
| ICVT | ISHARES TR | $1.61万 | 0.01% | 132 | 25 | 23.4% | $3,043 | 加仓 |
| CMCSA | COMCAST CORP NEW | $1.58万 | 0.01% | 643 | 14 | 2.2% | $344 | 加仓 |
| DDOG | DATADOG INC | $1.56万 | 0.01% | 60 | 0 | 0.0% | — | 不变 |
| CG | CARLYLE GROUP INC | $1.55万 | 0.01% | 368 | -36 | -8.9% | -$1,518 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $1.53万 | 0.01% | 20 | 1 | 5.3% | $763 | 加仓 |
| BCS | BARCLAYS PLC | $1.52万 | 0.01% | 567 | 6 | 1.1% | $161 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $1.52万 | 0.01% | 210 | -4 | -1.9% | -$289 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $1.51万 | 0.01% | 52 | -1 | -1.9% | -$291 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $1.51万 | 0.01% | 30 | 0 | 0.0% | — | 不变 |
| NWG | NATWEST GROUP PLC | $1.50万 | 0.01% | 849 | 69 | 8.8% | $1,216 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $1.49万 | 0.01% | 184 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $1.48万 | 0.01% | 49 | 49 | — | $1.48万 | 新建仓 |
| CFG | CITIZENS FINL GROUP INC | $1.48万 | 0.01% | 211 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC | $1.47万 | 0.01% | 124 | 0 | 0.0% | — | 不变 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $1.46万 | 0.01% | 146 | -70 | -32.4% | -$6,982 | 减仓 |
| RIO | RIO TINTO PLC | $1.44万 | 0.01% | 152 | 19 | 14.3% | $1,804 | 加仓 |
| BE | BLOOM ENERGY CORP | $1.42万 | 0.01% | 47 | 8 | 20.5% | $2,422 | 加仓 |
| COHR | COHERENT CORP | $1.42万 | 0.01% | 36 | 1 | 2.9% | $394 | 加仓 |
| T | AT&T INC | $1.42万 | 0.01% | 686 | -212 | -23.6% | -$4,386 | 减仓 |
| IRMD | IRADIMED CORP | $1.39万 | 0.01% | 145 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $1.38万 | 0.01% | 88 | -16 | -15.4% | -$2,501 | 减仓 |
| GILD | GILEAD SCIENCES INC | $1.34万 | 0.01% | 106 | -4 | -3.6% | -$506 | 减仓 |
| CNS | COHEN & STEERS INC | $1.34万 | 0.01% | 176 | 1 | 0.6% | $76 | 加仓 |
| USB | US BANCORP | $1.32万 | 0.01% | 219 | 3 | 1.4% | $181 | 加仓 |