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 |
|---|---|---|---|---|---|---|---|---|
| RBA | RB GLOBAL INC | $5,656 | 0.00% | 59 | 13 | 28.3% | $1,246 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $5,532 | 0.00% | 24 | 12 | 100.0% | $2,766 | 加仓 |
| UNF | UNIFIRST CORP MASS | $5,521 | 0.00% | 22 | 6 | 37.5% | $1,506 | 加仓 |
| DOV | DOVER CORP | $5,477 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| HST | HOST HOTELS & RESORTS INC | $5,455 | 0.00% | 285 | 27 | 10.5% | $517 | 加仓 |
| ABT | ABBOTT LABORATORIES | $5,359 | 0.00% | 52 | -50 | -49.0% | -$5,153 | 减仓 |
| BE | BLOOM ENERGY CORP | $5,285 | 0.00% | 39 | 5 | 14.7% | $678 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $5,281 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| RELX | RELX PLC | $5,271 | 0.00% | 159 | -55 | -25.7% | -$1,823 | 减仓 |
| TRGP | TARGA RES CORP | $5,266 | 0.00% | 21 | -1 | -4.5% | -$251 | 减仓 |
| NUE | NUCOR CORP | $5,243 | 0.00% | 31 | -1 | -3.1% | -$169 | 减仓 |
| TPR | TAPESTRY INC | $5,222 | 0.00% | 37 | 12 | 48.0% | $1,694 | 加仓 |
| WTRG | ESSENTIAL UTILS INC | $5,195 | 0.00% | 129 | 53 | 69.7% | $2,134 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $5,156 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| KNSL | KINSALE CAP GROUP INC | $5,148 | 0.00% | 15 | -12 | -44.4% | -$4,118 | 减仓 |
| NRG | NRG ENERGY INC | $5,115 | 0.00% | 35 | -1 | -2.8% | -$146 | 减仓 |
| ARGX | ARGENX SE | $5,112 | 0.00% | 7 | -1 | -12.5% | -$730 | 减仓 |
| TLN | TALEN ENERGY CORP | $5,108 | 0.00% | 16 | -1 | -5.9% | -$319 | 减仓 |
| — | ELECTRONIC ARTS INC | $5,097 | 0.00% | 25 | -1 | -3.8% | -$204 | 减仓 |
| ONB | OLD NATL BANCORP IND | $5,039 | 0.00% | 228 | -72 | -24.0% | -$1,591 | 减仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $5,037 | 0.00% | 255 | 129 | 102.4% | $2,548 | 加仓 |
| PGR | PROGRESSIVE CORP | $5,015 | 0.00% | 25 | 11 | 78.6% | $2,207 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $4,990 | 0.00% | 319 | -234 | -42.3% | -$3,660 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $4,916 | 0.00% | 10 | -4 | -28.6% | -$1,966 | 减仓 |
| COIN | COINBASE GLOBAL INC | $4,890 | 0.00% | 28 | 23 | 460.0% | $4,017 | 加仓 |
| ENTG | ENTEGRIS INC | $4,859 | 0.00% | 41 | 2 | 5.1% | $237 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION | $4,831 | 0.00% | 44 | 10 | 29.4% | $1,098 | 加仓 |
| DB | DEUTSCHE BK AG | $4,795 | 0.00% | 161 | -184 | -53.3% | -$5,480 | 减仓 |
| WING | WINGSTOP INC | $4,756 | 0.00% | 31 | -14 | -31.1% | -$2,148 | 减仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $4,745 | 0.00% | 421 | 241 | 133.9% | $2,716 | 加仓 |
| INSM | INSMED INC | $4,743 | 0.00% | 29 | -13 | -31.0% | -$2,126 | 减仓 |
| RGA | REINSURANCE GROUP AMER INC | $4,722 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC | $4,614 | 0.00% | 40 | -4 | -9.1% | -$461 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $4,614 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| — | COTERRA ENERGY INC | $4,609 | 0.00% | 131 | 1 | 0.8% | $35 | 加仓 |
| VOD | VODAFONE GROUP PLC | $4,597 | 0.00% | 306 | 227 | 287.3% | $3,410 | 加仓 |
| SLB | SLB LIMITED | $4,574 | 0.00% | 89 | 56 | 169.7% | $2,878 | 加仓 |
| PTC | PTC INC | $4,560 | 0.00% | 32 | 32 | — | $4,560 | 新建仓 |
| EVRG | EVERGY INC | $4,515 | 0.00% | 55 | 22 | 66.7% | $1,806 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $4,480 | 0.00% | 34 | 6 | 21.4% | $791 | 加仓 |
| LH | LABCORP HOLDINGS INC | $4,472 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $4,454 | 0.00% | 14 | 14 | — | $4,454 | 新建仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $4,449 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $4,421 | 0.00% | 209 | 29 | 16.1% | $613 | 加仓 |
| ESGU | ISHARES TR | $4,357 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| ENS | ENERSYS | $4,343 | 0.00% | 25 | 13 | 108.3% | $2,258 | 加仓 |
| BC | BRUNSWICK CORP | $4,342 | 0.00% | 60 | -15 | -20.0% | -$1,086 | 减仓 |
| PKG | PACKAGING CORP AMER | $4,312 | 0.00% | 20 | 2 | 11.1% | $431 | 加仓 |
| MDT | MEDTRONIC PLC | $4,246 | 0.00% | 49 | -66 | -57.4% | -$5,719 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $4,236 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| GHC | GRAHAM HLDGS CO | $4,230 | 0.00% | 4 | 2 | 100.0% | $2,115 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $4,226 | 0.00% | 23 | 6 | 35.3% | $1,102 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $4,217 | 0.00% | 6 | 6 | — | $4,217 | 新建仓 |
| LGND | LIGAND PHARMACEUTICALS INC | $4,193 | 0.00% | 21 | -36 | -63.2% | -$7,188 | 减仓 |
| EXC | EXELON CORP | $4,167 | 0.00% | 85 | 16 | 23.2% | $784 | 加仓 |
| THC | TENET HEALTHCARE CORP | $4,152 | 0.00% | 22 | -1 | -4.3% | -$189 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $4,152 | 0.00% | 68 | 11 | 19.3% | $672 | 加仓 |
| MKSI | MKS INC. | $4,137 | 0.00% | 18 | -2 | -10.0% | -$460 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $4,098 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. | $4,096 | 0.00% | 45 | 36 | 400.0% | $3,277 | 加仓 |
| DASH | DOORDASH INC | $4,055 | 0.00% | 27 | 17 | 170.0% | $2,553 | 加仓 |
| APH | AMPHENOL CORP | $4,044 | 0.00% | 32 | 9 | 39.1% | $1,137 | 加仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $3,989 | 0.00% | 69 | 3 | 4.5% | $173 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $3,962 | 0.00% | 35 | 15 | 75.0% | $1,698 | 加仓 |
| SYY | SYSCO CORP | $3,961 | 0.00% | 56 | 2 | 3.7% | $141 | 加仓 |
| HLN | HALEON PLC | $3,934 | 0.00% | 393 | 225 | 133.9% | $2,252 | 加仓 |
| AGNC | AGNC INVT CORP | $3,932 | 0.00% | 392 | 167 | 74.2% | $1,675 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $3,925 | 0.00% | 78 | 65 | 500.0% | $3,271 | 加仓 |
| DAL | DELTA AIR LINES INC | $3,923 | 0.00% | 59 | 41 | 227.8% | $2,726 | 加仓 |
| FTAI | FTAI AVIATION LTD | $3,920 | 0.00% | 16 | 7 | 77.8% | $1,715 | 加仓 |
| APA | APA CORPORATION | $3,905 | 0.00% | 92 | 4 | 4.5% | $170 | 加仓 |
| TWLO | TWILIO INC | $3,901 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| MLI | MUELLER INDS INC | $3,878 | 0.00% | 35 | 7 | 25.0% | $776 | 加仓 |
| BGC | BGC GROUP INC | $3,873 | 0.00% | 396 | -376 | -48.7% | -$3,677 | 减仓 |
| GATX | GATX CORP | $3,849 | 0.00% | 23 | 1 | 4.5% | $167 | 加仓 |
| MAS | MASCO CORP | $3,839 | 0.00% | 64 | 1 | 1.6% | $60 | 加仓 |
| LOGI | LOGITECH INTL S A | $3,828 | 0.00% | 42 | 27 | 180.0% | $2,461 | 加仓 |
| RGLD | ROYAL GOLD INC | $3,818 | 0.00% | 15 | 1 | 7.1% | $255 | 加仓 |
| BYD | BOYD GAMING CORP | $3,767 | 0.00% | 46 | 5 | 12.2% | $409 | 加仓 |
| — | CSG SYS INTL INC | $3,758 | 0.00% | 47 | 5 | 11.9% | $400 | 加仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $3,739 | 0.00% | 25 | 20 | 400.0% | $2,991 | 加仓 |
| GNRC | GENERAC HLDGS INC | $3,712 | 0.00% | 19 | 16 | 533.3% | $3,126 | 加仓 |
| OMF | ONEMAIN HLDGS INC | $3,691 | 0.00% | 69 | -2 | -2.8% | -$107 | 减仓 |
| DRH | DIAMONDROCK HOSPITALITY CO | $3,617 | 0.00% | 386 | -4 | -1.0% | -$37 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $3,578 | 0.00% | 13 | 3 | 30.0% | $826 | 加仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $3,536 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| EWBC | EAST WEST BANCORP INC | $3,524 | 0.00% | 33 | -9 | -21.4% | -$961 | 减仓 |
| SNOW | SNOWFLAKE INC | $3,469 | 0.00% | 23 | 15 | 187.5% | $2,262 | 加仓 |
| PSX | PHILLIPS 66 | $3,462 | 0.00% | 19 | 19 | — | $3,462 | 新建仓 |
| PLXS | PLEXUS CORP | $3,444 | 0.00% | 17 | 4 | 30.8% | $810 | 加仓 |
| ESQ | ESQUIRE FINL HLDGS INC | $3,440 | 0.00% | 32 | -12 | -27.3% | -$1,290 | 减仓 |
| SSD | SIMPSON MFG INC | $3,433 | 0.00% | 20 | 3 | 17.6% | $515 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $3,398 | 0.00% | 41 | -1 | -2.4% | -$83 | 减仓 |
| OGE | OGE ENERGY CORP | $3,358 | 0.00% | 70 | 53 | 311.8% | $2,542 | 加仓 |
| VICI | VICI PPTYS INC | $3,279 | 0.00% | 120 | 92 | 328.6% | $2,514 | 加仓 |
| MRNA | MODERNA INC | $3,252 | 0.00% | 64 | 20 | 45.5% | $1,016 | 加仓 |
| ALB | ALBEMARLE CORP | $3,232 | 0.00% | 18 | -3 | -14.3% | -$539 | 减仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $3,225 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL | $3,197 | 0.00% | 47 | -33 | -41.2% | -$2,245 | 减仓 |
| SLGN | SILGAN HLDGS INC | $3,182 | 0.00% | 82 | -77 | -48.4% | -$2,988 | 减仓 |