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 |
|---|---|---|---|---|---|---|---|---|
| ETN | EATON CORP PLC | $6,392 | 0.00% | 15 | -2 | -11.8% | -$852 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $6,275 | 0.00% | 68 | -30 | -30.6% | -$2,768 | 减仓 |
| TOL | TOLL BROTHERS INC | $6,261 | 0.00% | 38 | -5 | -11.6% | -$824 | 减仓 |
| NGG | NATIONAL GRID PLC | $6,216 | 0.00% | 75 | -11 | -12.8% | -$912 | 减仓 |
| CAH | CARDINAL HEALTH INC | $6,177 | 0.00% | 26 | -6 | -18.8% | -$1,425 | 减仓 |
| TLN | TALEN ENERGY CORP | $6,149 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $6,072 | 0.00% | 32 | -9 | -22.0% | -$1,708 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $5,952 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $5,950 | 0.00% | 19 | 1 | 5.6% | $313 | 加仓 |
| RSG | REPUBLIC SVCS INC | $5,947 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $5,907 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RES CORP | $5,900 | 0.00% | 22 | 1 | 4.8% | $268 | 加仓 |
| ATMU | ATMUS FILTRATION TECHNOLOGIE | $5,864 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $5,859 | 0.00% | 76 | -7 | -8.4% | -$540 | 减仓 |
| IX | ORIX CORP | $5,821 | 0.00% | 153 | 106 | 225.5% | $4,033 | 加仓 |
| UNF | UNIFIRST CORP MASS | $5,805 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $5,731 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $5,643 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| DRH | DIAMONDROCK HOSPITALITY CO | $5,640 | 0.00% | 463 | 77 | 19.9% | $938 | 加仓 |
| COR | CENCORA INC | $5,606 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC | $5,591 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| GNRC | GENERAC HLDGS INC | $5,564 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $5,531 | 0.00% | 36 | 22 | 157.1% | $3,380 | 加仓 |
| DAL | DELTA AIR LINES INC | $5,526 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| PLXS | PLEXUS CORP | $5,413 | 0.00% | 18 | 1 | 5.9% | $301 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $5,386 | 0.00% | 41 | 1 | 2.5% | $131 | 加仓 |
| EBAY | EBAY INC. | $5,364 | 0.00% | 48 | 3 | 6.7% | $335 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $5,331 | 0.00% | 129 | 51 | 65.4% | $2,108 | 加仓 |
| WING | WINGSTOP INC | $5,323 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| — | JANUS HENDERSON GROUP PLC | $5,299 | 0.00% | 102 | -9 | -8.1% | -$468 | 减仓 |
| MAS | MASCO CORP | $5,197 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| LITE | LUMENTUM HLDGS INC | $5,149 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS INC | $5,126 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $5,121 | 0.00% | 229 | 20 | 9.6% | $447 | 加仓 |
| NRG | NRG ENERGY INC | $5,113 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $5,097 | 0.00% | 30 | 12 | 66.7% | $2,039 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $5,081 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| BC | BRUNSWICK CORP | $5,034 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $5,013 | 0.00% | 188 | -63 | -25.1% | -$1,680 | 减仓 |
| MRNA | MODERNA INC | $4,973 | 0.00% | 71 | 7 | 10.9% | $490 | 加仓 |
| ESGU | ISHARES TR | $4,964 | 0.00% | 30 | -1 | -3.2% | -$165 | 减仓 |
| ARM | ARM HOLDINGS PLC | $4,964 | 0.00% | 14 | 2 | 16.7% | $709 | 加仓 |
| ULTA | ULTA BEAUTY INC | $4,961 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| RGA | REINSURANCE GROUP AMER INC | $4,941 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| WSM | WILLIAMS SONOMA INC | $4,896 | 0.00% | 21 | 4 | 23.5% | $933 | 加仓 |
| PKG | PACKAGING CORP AMER | $4,868 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| UFPI | UFP INDUSTRIES INC | $4,712 | 0.00% | 52 | -12 | -18.8% | -$1,087 | 减仓 |
| LH | LABCORP HOLDINGS INC | $4,706 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $4,704 | 0.00% | 38 | -2 | -5.0% | -$248 | 减仓 |
| EIX | EDISON INTL | $4,691 | 0.00% | 63 | 43 | 215.0% | $3,202 | 加仓 |
| TPR | TAPESTRY INC | $4,685 | 0.00% | 32 | -5 | -13.5% | -$732 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $4,669 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $4,656 | 0.00% | 45 | 22 | 95.7% | $2,276 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $4,640 | 0.00% | 61 | 14 | 29.8% | $1,065 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $4,634 | 0.00% | 261 | -58 | -18.2% | -$1,030 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $4,610 | 0.00% | 80 | -22 | -21.6% | -$1,268 | 减仓 |
| BP | BP PLC | $4,582 | 0.00% | 124 | -20 | -13.9% | -$739 | 减仓 |
| GHC | GRAHAM HLDGS CO | $4,566 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $4,529 | 0.00% | 72 | 30 | 71.4% | $1,887 | 加仓 |
| VIRT | VIRTU FINL INC | $4,528 | 0.00% | 76 | 6 | 8.6% | $357 | 加仓 |
| OMF | ONEMAIN HLDGS INC | $4,512 | 0.00% | 74 | 5 | 7.2% | $305 | 加仓 |
| OKTA | OKTA INC | $4,503 | 0.00% | 33 | 33 | — | $4,503 | 新建仓 |
| UAL | UNITED AIRLS HLDGS INC | $4,488 | 0.00% | 33 | 8 | 32.0% | $1,088 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $4,458 | 0.00% | 38 | -2 | -5.0% | -$235 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $4,446 | 0.00% | 14 | 1 | 7.7% | $318 | 加仓 |
| PGR | PROGRESSIVE CORP | $4,435 | 0.00% | 20 | -5 | -20.0% | -$1,109 | 减仓 |
| DASH | DOORDASH INC | $4,429 | 0.00% | 24 | -3 | -11.1% | -$554 | 减仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $4,421 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $4,409 | 0.00% | 275 | -172 | -38.5% | -$2,758 | 减仓 |
| OPLN | OPENLANE INC | $4,372 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| RELX | RELX PLC | $4,371 | 0.00% | 138 | -21 | -13.2% | -$665 | 减仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $4,361 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| FTAI | FTAI AVIATION LTD | $4,329 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| BYD | BOYD GAMING CORP | $4,315 | 0.00% | 49 | 3 | 6.5% | $264 | 加仓 |
| TTEK | TETRA TECH INC NEW | $4,313 | 0.00% | 149 | -67 | -31.0% | -$1,939 | 减仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $4,285 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| EWBC | EAST WEST BANCORP INC | $4,260 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $4,255 | 0.00% | 11 | 8 | 266.7% | $3,095 | 加仓 |
| SYY | SYSCO CORP | $4,249 | 0.00% | 51 | -5 | -8.9% | -$417 | 减仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $4,237 | 0.00% | 380 | -41 | -9.7% | -$457 | 减仓 |
| BGC | BGC GROUP INC | $4,234 | 0.00% | 396 | 0 | 0.0% | — | 不变 |
| LOGI | LOGITECH INTL S A | $4,232 | 0.00% | 45 | 3 | 7.1% | $282 | 加仓 |
| WTRG | ESSENTIAL UTILS INC | $4,215 | 0.00% | 110 | -19 | -14.7% | -$728 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $4,196 | 0.00% | 234 | 35 | 17.6% | $628 | 加仓 |
| FTDR | FRONTDOOR INC | $4,190 | 0.00% | 54 | 1 | 1.9% | $78 | 加仓 |
| SSD | SIMPSON MFG INC | $4,187 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| MLI | MUELLER INDS INC | $4,180 | 0.00% | 34 | -1 | -2.9% | -$123 | 减仓 |
| TXN | TEXAS INSTRS INC | $4,173 | 0.00% | 14 | 12 | 600.0% | $3,577 | 加仓 |
| RDDT | REDDIT INC | $4,166 | 0.00% | 24 | 2 | 9.1% | $347 | 加仓 |
| ROKU | ROKU INC | $4,145 | 0.00% | 30 | 1 | 3.4% | $138 | 加仓 |
| P | EVERPURE INC | $4,098 | 0.00% | 52 | -1 | -1.9% | -$79 | 减仓 |
| TJX | TJX COS INC NEW | $4,085 | 0.00% | 27 | -15 | -35.7% | -$2,269 | 减仓 |
| UNP | UNION PAC CORP | $4,080 | 0.00% | 15 | 4 | 36.4% | $1,088 | 加仓 |
| ILMN | ILLUMINA INC | $4,045 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| PUK | PRUDENTIAL PLC | $4,022 | 0.00% | 150 | -96 | -39.0% | -$2,574 | 减仓 |
| GATX | GATX CORP | $4,009 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| XHR | XENIA HOTELS & RESORTS INC | $3,991 | 0.00% | 196 | -1 | -0.5% | -$20 | 减仓 |
| CSL | CARLISLE COS INC | $3,991 | 0.00% | 11 | 5 | 83.3% | $1,814 | 加仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $3,977 | 0.00% | 26 | 2 | 8.3% | $306 | 加仓 |
| XYZ | BLOCK INC | $3,952 | 0.00% | 52 | 8 | 18.2% | $608 | 加仓 |