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 |
|---|---|---|---|---|---|---|---|---|
| SONY | SONY GROUP CORP | $1.10万 | 0.01% | 533 | -66 | -11.0% | -$1,366 | 减仓 |
| CNS | COHEN & STEERS INC | $1.10万 | 0.01% | 175 | 0 | 0.0% | — | 不变 |
| ICVT | ISHARES TR | $1.09万 | 0.01% | 107 | -113 | -51.4% | -$1.15万 | 减仓 |
| CRAI | CRA INTL INC | $1.09万 | 0.01% | 67 | -12 | -15.2% | -$1,947 | 减仓 |
| AEIS | ADVANCED ENERGY INDS | $1.06万 | 0.01% | 33 | -1 | -2.9% | -$323 | 减仓 |
| E | ENI SPA | $1.06万 | 0.01% | 188 | 107 | 132.1% | $6,057 | 加仓 |
| TNL | TRAVEL PLUS LEISURE CO | $1.04万 | 0.01% | 150 | -37 | -19.8% | -$2,560 | 减仓 |
| NEE | NEXTERA ENERGY INC | $1.03万 | 0.01% | 111 | 41 | 58.6% | $3,808 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $1.02万 | 0.01% | 36 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $1.01万 | 0.01% | 77 | 4 | 5.5% | $525 | 加仓 |
| GSK | GSK PLC | $9,714 | 0.01% | 176 | 32 | 22.2% | $1,766 | 加仓 |
| CIEN | CIENA CORP | $9,706 | 0.01% | 25 | 6 | 31.6% | $2,329 | 加仓 |
| PATK | PATRICK INDS INC | $9,553 | 0.01% | 86 | -33 | -27.7% | -$3,666 | 减仓 |
| LYG | LLOYDS BANKING GROUP PLC | $9,512 | 0.01% | 1,891 | 264 | 16.2% | $1,328 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $9,356 | 0.01% | 57 | 15 | 35.7% | $2,462 | 加仓 |
| UBS | UBS GROUP AG | $9,338 | 0.01% | 239 | 4 | 1.7% | $156 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $9,317 | 0.01% | 74 | -28 | -27.5% | -$3,525 | 减仓 |
| WWD | WOODWARD INC | $9,212 | 0.01% | 26 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $9,211 | 0.01% | 98 | 78 | 390.0% | $7,331 | 加仓 |
| FTI | TECHNIPFMC PLC | $9,126 | 0.01% | 132 | -160 | -54.8% | -$1.11万 | 减仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $8,785 | 0.01% | 169 | -7 | -4.0% | -$364 | 减仓 |
| NET | CLOUDFLARE INC | $8,667 | 0.01% | 42 | 34 | 425.0% | $7,016 | 加仓 |
| MCK | MCKESSON CORP | $8,654 | 0.01% | 10 | 10 | — | $8,654 | 新建仓 |
| MPC | MARATHON PETE CORP | $8,547 | 0.01% | 35 | 12 | 52.2% | $2,930 | 加仓 |
| HCA | HCA HEALTHCARE INC | $8,519 | 0.01% | 18 | 7 | 63.6% | $3,313 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $8,460 | 0.01% | 10 | 3 | 42.9% | $2,538 | 加仓 |
| GLW | CORNING INC | $8,431 | 0.01% | 62 | 29 | 87.9% | $3,944 | 加仓 |
| XPO | XPO INC | $8,366 | 0.01% | 43 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP | $8,338 | 0.01% | 35 | -4 | -10.3% | -$953 | 减仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $8,279 | 0.01% | 447 | 352 | 370.5% | $6,519 | 加仓 |
| PWR | QUANTA SVCS INC | $8,236 | 0.01% | 15 | 12 | 400.0% | $6,589 | 加仓 |
| SNY | SANOFI SA | $8,143 | 0.01% | 169 | 8 | 5.0% | $385 | 加仓 |
| ING | ING GROEP N.V. | $8,102 | 0.01% | 311 | 196 | 170.4% | $5,106 | 加仓 |
| CASY | CASEYS GEN STORES INC | $8,037 | 0.01% | 11 | 0 | 0.0% | — | 不变 |
| CHE | CHEMED CORP NEW | $7,974 | 0.01% | 21 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $7,960 | 0.01% | 20 | -3 | -13.0% | -$1,194 | 减仓 |
| RTX | RTX CORPORATION | $7,909 | 0.00% | 41 | 36 | 720.0% | $6,944 | 加仓 |
| NEM | NEWMONT CORP | $7,903 | 0.00% | 73 | -8 | -9.9% | -$866 | 减仓 |
| YOU | CLEAR SECURE INC | $7,891 | 0.00% | 163 | -223 | -57.8% | -$1.08万 | 减仓 |
| ESAB | ESAB CORPORATION | $7,830 | 0.00% | 81 | -1 | -1.2% | -$97 | 减仓 |
| SF | STIFEL FINL CORP | $7,723 | 0.00% | 104 | 4 | 3.5% | $260 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $7,709 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $7,619 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| JLL | JONES LANG LASALLE INC | $7,608 | 0.00% | 25 | -2 | -7.4% | -$609 | 减仓 |
| ARW | ARROW ELECTRS INC | $7,601 | 0.00% | 53 | 20 | 60.6% | $2,868 | 加仓 |
| CBRE | CBRE GROUP INC | $7,586 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $7,540 | 0.00% | 27 | -11 | -28.9% | -$3,072 | 减仓 |
| SNA | SNAP ON INC | $7,514 | 0.00% | 21 | 1 | 5.0% | $358 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $7,418 | 0.00% | 19 | 14 | 280.0% | $5,466 | 加仓 |
| NOG | NORTHERN OIL & GAS INC | $7,357 | 0.00% | 252 | -72 | -22.2% | -$2,102 | 减仓 |
| UL | UNILEVER PLC | $7,350 | 0.00% | 129 | -7 | -5.1% | -$399 | 减仓 |
| NGG | NATIONAL GRID PLC | $7,276 | 0.00% | 86 | 79 | 1,128.6% | $6,684 | 加仓 |
| HOMB | HOME BANCSHARES INC | $7,268 | 0.00% | 270 | -161 | -37.4% | -$4,334 | 减仓 |
| EQNR | EQUINOR ASA | $7,259 | 0.00% | 172 | 114 | 196.6% | $4,811 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $7,219 | 0.00% | 74 | -211 | -74.0% | -$2.06万 | 减仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $7,164 | 0.00% | 27 | 4 | 17.4% | $1,061 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $7,131 | 0.00% | 49 | 1 | 2.1% | $146 | 加仓 |
| DDOG | DATADOG INC | $7,083 | 0.00% | 60 | -26 | -30.2% | -$3,069 | 减仓 |
| LKFN | LAKELAND FINL CORP | $7,070 | 0.00% | 123 | -87 | -41.4% | -$5,001 | 减仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $7,007 | 0.00% | 101 | 90 | 818.2% | $6,244 | 加仓 |
| PUK | PRUDENTIAL PLC | $6,994 | 0.00% | 246 | 138 | 127.8% | $3,923 | 加仓 |
| FIX | COMFORT SYS USA INC | $6,895 | 0.00% | 5 | 1 | 25.0% | $1,379 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $6,893 | 0.00% | 251 | 70 | 38.7% | $1,922 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $6,823 | 0.00% | 10 | 10 | — | $6,823 | 新建仓 |
| BP | BP PLC | $6,768 | 0.00% | 144 | 68 | 89.5% | $3,196 | 加仓 |
| CAH | CARDINAL HEALTH INC | $6,762 | 0.00% | 32 | 5 | 18.5% | $1,057 | 加仓 |
| LAD | LITHIA MTRS INC | $6,743 | 0.00% | 27 | -3 | -10.0% | -$749 | 减仓 |
| TJX | TJX COS INC NEW | $6,689 | 0.00% | 42 | 15 | 55.6% | $2,389 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $6,660 | 0.00% | 17 | 10 | 142.9% | $3,918 | 加仓 |
| ATMU | ATMUS FILTRATION TECHNOLOGIE | $6,529 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| TTEK | TETRA TECH INC NEW | $6,509 | 0.00% | 216 | -116 | -34.9% | -$3,496 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $6,454 | 0.00% | 14 | 14 | — | $6,454 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $6,439 | 0.00% | 65 | 47 | 261.1% | $4,656 | 加仓 |
| FDX | FEDEX CORP | $6,412 | 0.00% | 18 | 8 | 80.0% | $2,850 | 加仓 |
| RNR | RENAISSANCERE HLDGS LTD | $6,390 | 0.00% | 21 | 3 | 16.7% | $913 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $6,298 | 0.00% | 40 | 2 | 5.3% | $315 | 加仓 |
| LSTR | LANDSTAR SYS INC | $6,295 | 0.00% | 39 | -5 | -11.4% | -$807 | 减仓 |
| CVNA | CARVANA CO | $6,288 | 0.00% | 20 | -3 | -13.0% | -$943 | 减仓 |
| COR | CENCORA INC | $6,212 | 0.00% | 20 | -2 | -9.1% | -$621 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $6,187 | 0.00% | 102 | 87 | 580.0% | $5,277 | 重新持有 |
| GM | GENERAL MTRS CO | $6,184 | 0.00% | 83 | 39 | 88.6% | $2,906 | 加仓 |
| VLO | VALERO ENERGY CORP | $6,177 | 0.00% | 25 | 18 | 257.1% | $4,447 | 加仓 |
| JBL | JABIL INC | $6,110 | 0.00% | 23 | 5 | 27.8% | $1,328 | 加仓 |
| RSG | REPUBLIC SVCS INC | $6,095 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $6,081 | 0.00% | 17 | 13 | 325.0% | $4,650 | 加仓 |
| NVO | NOVO-NORDISK A S | $6,064 | 0.00% | 165 | -11 | -6.2% | -$404 | 减仓 |
| HLNE | HAMILTON LANE INC | $6,053 | 0.00% | 61 | -72 | -54.1% | -$7,145 | 减仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $5,916 | 0.00% | 745 | 398 | 114.7% | $3,160 | 加仓 |
| UFPI | UFP INDUSTRIES INC | $5,882 | 0.00% | 64 | -20 | -23.8% | -$1,838 | 减仓 |
| NOK | NOKIA CORP | $5,870 | 0.00% | 730 | -37 | -4.8% | -$298 | 减仓 |
| TOL | TOLL BROTHERS INC | $5,869 | 0.00% | 43 | 2 | 4.9% | $273 | 加仓 |
| SLYV | SPDR SERIES TRUST | $5,864 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $5,810 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| NTRA | NATERA INC | $5,800 | 0.00% | 29 | 1 | 3.6% | $200 | 加仓 |
| RKLB | ROCKET LAB CORP | $5,780 | 0.00% | 90 | -4 | -4.3% | -$257 | 减仓 |
| RS | RELIANCE INC | $5,775 | 0.00% | 19 | 6 | 46.2% | $1,824 | 加仓 |
| ULTA | ULTA BEAUTY INC | $5,750 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| FNDE | SCHWAB STRATEGIC TR | $5,739 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC | $5,723 | 0.00% | 42 | 5 | 13.5% | $681 | 加仓 |
| — | JANUS HENDERSON GROUP PLC | $5,703 | 0.00% | 111 | 33 | 42.3% | $1,695 | 加仓 |