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 |
|---|---|---|---|---|---|---|---|---|
| V | VISA INC | $1.30万 | 0.01% | 38 | -26 | -40.6% | -$8,921 | 减仓 |
| ING | ING GROEP N.V. | $1.30万 | 0.01% | 414 | 103 | 33.1% | $3,232 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $1.26万 | 0.01% | 36 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES TR | $1.25万 | 0.01% | 118 | 1 | 0.9% | $106 | 加仓 |
| ARW | ARROW ELECTRS INC | $1.24万 | 0.01% | 58 | 5 | 9.4% | $1,067 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1.23万 | 0.01% | 291 | -84 | -22.4% | -$3,561 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $1.23万 | 0.01% | 39 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO DEL | $1.21万 | 0.01% | 127 | 0 | 0.0% | — | 不变 |
| UBS | UBS GROUP AG | $1.19万 | 0.01% | 241 | 2 | 0.8% | $99 | 加仓 |
| BCPC | BALCHEM CORP | $1.16万 | 0.01% | 69 | -7 | -9.2% | -$1,181 | 减仓 |
| RKLB | ROCKET LAB CORP | $1.16万 | 0.01% | 114 | 24 | 26.7% | $2,440 | 加仓 |
| AEIS | ADVANCED ENERGY INDS | $1.16万 | 0.01% | 31 | -2 | -6.1% | -$746 | 减仓 |
| LAMR | LAMAR ADVERTISING CO | $1.15万 | 0.01% | 74 | 0 | 0.0% | — | 不变 |
| TNL | TRAVEL PLUS LEISURE CO | $1.15万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| CPK | CHESAPEAKE UTILS CORP | $1.14万 | 0.01% | 93 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $1.13万 | 0.01% | 22 | 2 | 10.0% | $1,031 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC | $1.13万 | 0.01% | 1,939 | 48 | 2.5% | $280 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $1.13万 | 0.01% | 137 | 36 | 35.6% | $2,966 | 加仓 |
| GLPI | GAMING & LEISURE P | $1.13万 | 0.01% | 253 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $1.12万 | 0.01% | 44 | 21 | 91.3% | $5,344 | 加仓 |
| NET | CLOUDFLARE INC | $1.10万 | 0.01% | 45 | 3 | 7.1% | $736 | 加仓 |
| WWD | WOODWARD INC | $1.10万 | 0.01% | 26 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $1.08万 | 0.01% | 15 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC | $1.08万 | 0.01% | 206 | 30 | 17.0% | $1,573 | 加仓 |
| CPRT | COPART INC | $1.06万 | 0.01% | 375 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $1.05万 | 0.01% | 106 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $1.04万 | 0.01% | 77 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1.00万 | 0.01% | 20 | 10 | 100.0% | $5,014 | 加仓 |
| FIX | COMFORT SYS USA INC | $9,910 | 0.01% | 5 | 0 | 0.0% | — | 不变 |
| CHE | CHEMED CORP NEW | $9,832 | 0.01% | 21 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $9,831 | 0.01% | 112 | 1 | 0.9% | $88 | 加仓 |
| NOK | NOKIA CORP | $9,695 | 0.01% | 730 | 0 | 0.0% | — | 不变 |
| SONY | SONY GROUP CORP | $9,669 | 0.01% | 482 | -51 | -9.6% | -$1,023 | 减仓 |
| ALAB | ASTERA LABS INC | $9,661 | 0.01% | 20 | 1 | 5.3% | $483 | 加仓 |
| CRAI | CRA INTL INC | $9,564 | 0.01% | 67 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $9,133 | 0.01% | 27 | 23 | 575.0% | $7,780 | 加仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $9,131 | 0.01% | 27 | 0 | 0.0% | — | 不变 |
| YOU | CLEAR SECURE INC | $9,084 | 0.01% | 163 | 0 | 0.0% | — | 不变 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $8,973 | 0.00% | 149 | -20 | -11.8% | -$1,204 | 减仓 |
| MPC | MARATHON PETE CORP | $8,949 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE | $8,939 | 0.00% | 58 | -10 | -14.7% | -$1,541 | 减仓 |
| JBL | JABIL INC | $8,867 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| CIEN | CIENA CORP | $8,831 | 0.00% | 18 | -7 | -28.0% | -$3,434 | 减仓 |
| CASY | CASEYS GEN STORES INC | $8,776 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| FTI | TECHNIPFMC PLC | $8,752 | 0.00% | 132 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $8,738 | 0.00% | 22 | 8 | 57.1% | $3,177 | 加仓 |
| NVO | NOVO-NORDISK A S | $8,678 | 0.00% | 181 | 16 | 9.7% | $767 | 加仓 |
| XPO | XPO INC | $8,623 | 0.00% | 42 | -1 | -2.3% | -$205 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $8,604 | 0.00% | 32 | 8 | 33.3% | $2,151 | 加仓 |
| PFE | PFIZER INC | $8,485 | 0.00% | 352 | -118 | -25.1% | -$2,844 | 减仓 |
| LAD | LITHIA MTRS INC | $8,425 | 0.00% | 29 | 2 | 7.4% | $581 | 加仓 |
| RBA | RB GLOBAL INC | $8,385 | 0.00% | 72 | 13 | 22.0% | $1,514 | 加仓 |
| MCK | MCKESSON CORP | $8,312 | 0.00% | 11 | 1 | 10.0% | $756 | 加仓 |
| ABT | ABBOTT LABORATORIES | $8,277 | 0.00% | 91 | 39 | 75.0% | $3,547 | 加仓 |
| LSTR | LANDSTAR SYS INC | $8,126 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $8,028 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| ESAB | ESAB CORPORATION | $7,990 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| SNA | SNAP ON INC | $7,962 | 0.00% | 20 | -1 | -4.8% | -$398 | 减仓 |
| DHI | D R HORTON INC | $7,952 | 0.00% | 49 | 7 | 16.7% | $1,136 | 加仓 |
| DB | DEUTSCHE BK AG | $7,900 | 0.00% | 234 | 73 | 45.3% | $2,465 | 加仓 |
| NTRA | NATERA INC | $7,873 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $7,834 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $7,712 | 0.00% | 108 | -246 | -69.5% | -$1.76万 | 减仓 |
| HOMB | HOME BANCSHARES INC | $7,682 | 0.00% | 269 | -1 | -0.4% | -$29 | 减仓 |
| LKFN | LAKELAND FINL CORP | $7,635 | 0.00% | 124 | 1 | 0.8% | $62 | 加仓 |
| ALL | ALLSTATE CORP | $7,615 | 0.00% | 32 | 24 | 300.0% | $5,711 | 加仓 |
| CVNA | CARVANA CO | $7,570 | 0.00% | 115 | 15 | 15.0% | $987 | 加仓 |
| MKSI | MKS INC. | $7,562 | 0.00% | 17 | -1 | -5.6% | -$445 | 减仓 |
| CBRE | CBRE GROUP INC | $7,543 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| RS | RELIANCE INC | $7,472 | 0.00% | 20 | 1 | 5.3% | $374 | 加仓 |
| HST | HOST HOTELS & RESORTS INC | $7,457 | 0.00% | 314 | 29 | 10.2% | $689 | 加仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $7,444 | 0.00% | 777 | 32 | 4.3% | $307 | 加仓 |
| UL | UNILEVER PLC | $7,395 | 0.00% | 123 | -6 | -4.7% | -$361 | 减仓 |
| INTU | INTUIT | $7,392 | 0.00% | 28 | -29 | -50.9% | -$7,656 | 减仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $7,381 | 0.00% | 313 | 58 | 22.7% | $1,368 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $7,360 | 0.00% | 48 | -1 | -2.0% | -$153 | 减仓 |
| AGNC | AGNC INVT CORP | $7,271 | 0.00% | 667 | 275 | 70.2% | $2,998 | 加仓 |
| E | ENI SPA | $7,264 | 0.00% | 155 | -33 | -17.6% | -$1,547 | 减仓 |
| MCHI | ISHARES TR | $7,144 | 0.00% | 140 | 140 | — | $7,144 | 新建仓 |
| NEM | NEWMONT CORP | $7,099 | 0.00% | 76 | 3 | 4.1% | $280 | 加仓 |
| ENTG | ENTEGRIS INC | $7,096 | 0.00% | 39 | -2 | -4.9% | -$364 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $7,044 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $7,032 | 0.00% | 27 | 2 | 8.0% | $521 | 加仓 |
| HMC | HONDA MOTOR CO LTD | $7,022 | 0.00% | 259 | 221 | 581.6% | $5,992 | 加仓 |
| RVMD | REVOLUTION MEDICINES INC | $6,930 | 0.00% | 37 | 6 | 19.4% | $1,124 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $6,920 | 0.00% | 69 | 26 | 60.5% | $2,608 | 加仓 |
| NUE | NUCOR CORP | $6,906 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $6,822 | 0.00% | 3 | -20 | -87.0% | -$4.55万 | 减仓 |
| RNR | RENAISSANCERE HLDGS LTD | $6,820 | 0.00% | 22 | 1 | 4.8% | $310 | 加仓 |
| JLL | JONES LANG LASALLE INC | $6,819 | 0.00% | 22 | -3 | -12.0% | -$930 | 减仓 |
| SNY | SANOFI SA | $6,783 | 0.00% | 159 | -10 | -5.9% | -$427 | 减仓 |
| LGND | LIGAND PHARMACEUTICALS INC | $6,638 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| TWLO | TWILIO INC | $6,603 | 0.00% | 32 | 1 | 3.2% | $206 | 加仓 |
| ENS | ENERSYS | $6,547 | 0.00% | 28 | 3 | 12.0% | $701 | 加仓 |
| SF | STIFEL FINL CORP | $6,539 | 0.00% | 94 | -10 | -9.6% | -$696 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $6,527 | 0.00% | 24 | 4 | 20.0% | $1,088 | 加仓 |
| ARGX | ARGENX SE | $6,495 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $6,477 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| ONB | OLD NATL BANCORP IND | $6,424 | 0.00% | 248 | 20 | 8.8% | $518 | 加仓 |
| CCL | CARNIVAL CORP LTD | $6,400 | 0.00% | 224 | 224 | — | $6,400 | 新建仓 |