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 |
|---|---|---|---|---|---|---|---|---|
| SNPS | SYNOPSYS INC | $3,172 | 0.00% | 8 | 6 | 300.0% | $2,379 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $3,161 | 0.00% | 199 | -105 | -34.5% | -$1,668 | 减仓 |
| P | EVERPURE INC | $3,130 | 0.00% | 53 | -10 | -15.9% | -$591 | 减仓 |
| EMN | EASTMAN CHEM CO | $3,127 | 0.00% | 41 | 1 | 2.5% | $76 | 加仓 |
| TFC | TRUIST FINL CORP | $3,126 | 0.00% | 68 | 68 | — | $3,126 | 新建仓 |
| MSTR | STRATEGY INC | $3,120 | 0.00% | 25 | 4 | 19.0% | $499 | 重新持有 |
| WSM | WILLIAMS SONOMA INC | $3,100 | 0.00% | 17 | 8 | 88.9% | $1,459 | 加仓 |
| OPLN | OPENLANE INC | $3,090 | 0.00% | 106 | -159 | -60.0% | -$4,635 | 减仓 |
| CTRE | CARETRUST REIT INC | $3,079 | 0.00% | 84 | -29 | -25.7% | -$1,063 | 减仓 |
| VIRT | VIRTU FINL INC | $3,079 | 0.00% | 70 | 35 | 100.0% | $1,540 | 加仓 |
| OVV | OVINTIV INC | $3,028 | 0.00% | 51 | 12 | 30.8% | $712 | 加仓 |
| RVMD | REVOLUTION MEDICINES INC | $3,015 | 0.00% | 31 | 31 | — | $3,015 | 新建仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $2,981 | 0.00% | 37 | -26 | -41.3% | -$2,095 | 重新持有 |
| HOOD | ROBINHOOD MKTS INC | $2,980 | 0.00% | 43 | 3 | 7.5% | $208 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $2,975 | 0.00% | 15 | 7 | 87.5% | $1,388 | 加仓 |
| REZI | RESIDEO TECHNOLOGIES INC | $2,967 | 0.00% | 88 | 7 | 8.6% | $236 | 加仓 |
| F | FORD MTR CO | $2,963 | 0.00% | 257 | -63 | -19.7% | -$726 | 减仓 |
| RDDT | REDDIT INC | $2,963 | 0.00% | 22 | 4 | 22.2% | $539 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC | $2,955 | 0.00% | 19 | 1 | 5.6% | $156 | 加仓 |
| — | HONEYWELL INTL INC | $2,939 | 0.00% | 13 | 7 | 116.7% | $1,583 | 重新持有 |
| BRC | BRADY CORP | $2,925 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| XHR | XENIA HOTELS & RESORTS INC | $2,922 | 0.00% | 197 | 4 | 2.1% | $59 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $2,918 | 0.00% | 7 | 2 | 40.0% | $834 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $2,903 | 0.00% | 29 | 9 | 45.0% | $901 | 加仓 |
| KFY | KORN FERRY | $2,896 | 0.00% | 46 | 34 | 283.3% | $2,141 | 加仓 |
| SKYW | SKYWEST INC | $2,847 | 0.00% | 31 | -4 | -11.4% | -$367 | 减仓 |
| — | SUPERNUS PHARMACEUTICALS | $2,843 | 0.00% | 55 | 9 | 19.6% | $465 | 加仓 |
| WMB | WILLIAMS COS INC | $2,839 | 0.00% | 39 | 15 | 62.5% | $1,092 | 加仓 |
| ILMN | ILLUMINA INC | $2,835 | 0.00% | 23 | 1 | 4.5% | $123 | 加仓 |
| VTRS | VIATRIS INC | $2,835 | 0.00% | 210 | 200 | 2,000.0% | $2,700 | 加仓 |
| FFBC | 1ST FINL BANCORP | $2,816 | 0.00% | 101 | 38 | 60.3% | $1,059 | 加仓 |
| CNX | CNX RES CORP | $2,815 | 0.00% | 73 | 11 | 17.7% | $424 | 加仓 |
| — | TOPBUILD COR | $2,811 | 0.00% | 8 | -1 | -11.1% | -$351 | 减仓 |
| FTDR | FRONTDOOR INC | $2,802 | 0.00% | 53 | 40 | 307.7% | $2,115 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $2,791 | 0.00% | 17 | -28 | -62.2% | -$4,597 | 减仓 |
| TGT | TARGET CORP | $2,788 | 0.00% | 23 | 18 | 360.0% | $2,182 | 加仓 |
| EXLS | EXLSERVICE HLDGS INC | $2,771 | 0.00% | 91 | 32 | 54.2% | $974 | 加仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $2,756 | 0.00% | 28 | 16 | 133.3% | $1,575 | 加仓 |
| ROKU | ROKU INC | $2,744 | 0.00% | 29 | 13 | 81.2% | $1,230 | 加仓 |
| CACI | CACI INTL INC | $2,720 | 0.00% | 5 | 1 | 25.0% | $544 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $2,680 | 0.00% | 6 | 6 | — | $2,680 | 新建仓 |
| FELE | FRANKLIN ELEC INC | $2,673 | 0.00% | 29 | 21 | 262.5% | $1,936 | 加仓 |
| UNP | UNION PAC CORP | $2,669 | 0.00% | 11 | 9 | 450.0% | $2,184 | 加仓 |
| DAR | DARLING INGREDIENTS INC | $2,660 | 0.00% | 43 | 7 | 19.4% | $433 | 加仓 |
| XYZ | BLOCK INC | $2,648 | 0.00% | 44 | 36 | 450.0% | $2,167 | 加仓 |
| FNF | FIDELITY NATL FINL INC | $2,639 | 0.00% | 57 | -117 | -67.2% | -$5,417 | 减仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $2,619 | 0.00% | 174 | -9 | -4.9% | -$135 | 减仓 |
| SHOP | SHOPIFY INC | $2,610 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| FN | FABRINET | $2,608 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $2,604 | 0.00% | 6 | -5 | -45.5% | -$2,170 | 重新持有 |
| RGEN | REPLIGEN CORP | $2,593 | 0.00% | 22 | 1 | 4.8% | $118 | 加仓 |
| ACIW | ACI WORLDWIDE INC | $2,584 | 0.00% | 63 | -8 | -11.3% | -$328 | 减仓 |
| RITM | RITHM CAPITAL CORP | $2,560 | 0.00% | 270 | 80 | 42.1% | $759 | 加仓 |
| IVZ | INVESCO LTD | $2,551 | 0.00% | 105 | 14 | 15.4% | $340 | 加仓 |
| NXT | NEXTPOWER INC | $2,532 | 0.00% | 21 | 16 | 320.0% | $1,929 | 加仓 |
| TKR | TIMKEN CO | $2,515 | 0.00% | 25 | 1 | 4.2% | $101 | 加仓 |
| CCI | CROWN CASTLE INC | $2,511 | 0.00% | 31 | -31 | -50.0% | -$2,511 | 减仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $2,497 | 0.00% | 40 | 23 | 135.3% | $1,436 | 加仓 |
| UNM | UNUM GROUP | $2,484 | 0.00% | 34 | 11 | 47.8% | $804 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $2,469 | 0.00% | 42 | 41 | 4,100.0% | $2,410 | 加仓 |
| VEEV | VEEVA SYS INC | $2,460 | 0.00% | 14 | -78 | -84.8% | -$1.37万 | 减仓 |
| CCL | CARNIVAL CORP | $2,459 | 0.00% | 95 | 50 | 111.1% | $1,294 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $2,440 | 0.00% | 81 | 55 | 211.5% | $1,657 | 加仓 |
| PCG | PG&E CORP | $2,425 | 0.00% | 138 | 84 | 155.6% | $1,476 | 加仓 |
| TOST | TOAST INC | $2,413 | 0.00% | 91 | 7 | 8.3% | $186 | 加仓 |
| YUMC | YUM CHINA HLDGS INC | $2,391 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| SNN | SMITH & NEPHEW PLC | $2,384 | 0.00% | 75 | 75 | — | $2,384 | 新建仓 |
| EW | EDWARDS LIFESCIENCES CORP | $2,323 | 0.00% | 29 | 19 | 190.0% | $1,522 | 加仓 |
| AA | ALCOA CORP | $2,322 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| GRMN | GARMIN LTD | $2,321 | 0.00% | 10 | 5 | 100.0% | $1,160 | 重新持有 |
| STWD | STARWOOD PPTY TR INC | $2,305 | 0.00% | 134 | -12 | -8.2% | -$206 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC | $2,302 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| DT | DYNATRACE INC | $2,256 | 0.00% | 61 | 14 | 29.8% | $518 | 加仓 |
| HAS | HASBRO INC | $2,247 | 0.00% | 24 | 7 | 41.2% | $655 | 加仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $2,227 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $2,211 | 0.00% | 18 | 18 | — | $2,211 | 新建仓 |
| NICE | NICE LTD | $2,206 | 0.00% | 20 | 19 | 1,900.0% | $2,096 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $2,187 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ABCB | AMERIS BANCORP | $2,184 | 0.00% | 28 | 3 | 12.0% | $234 | 加仓 |
| GWW | WW GRAINGER INC | $2,182 | 0.00% | 2 | 1 | 100.0% | $1,091 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $2,168 | 0.00% | 12 | 5 | 71.4% | $903 | 加仓 |
| AN | AUTONATION INC | $2,148 | 0.00% | 11 | -1 | -8.3% | -$195 | 减仓 |
| WINA | WINMARK CORP | $2,138 | 0.00% | 5 | -8 | -61.5% | -$3,421 | 减仓 |
| ETR | ENTERGY CORP NEW | $2,135 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $2,127 | 0.00% | 9 | 6 | 200.0% | $1,418 | 重新持有 |
| FISV | FISERV INC | $2,121 | 0.00% | 38 | 38 | — | $2,121 | 新建仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $2,104 | 0.00% | 48 | -4 | -7.7% | -$175 | 减仓 |
| ZD | ZIFF DAVIS INC | $2,098 | 0.00% | 50 | 14 | 38.9% | $587 | 加仓 |
| ALAB | ASTERA LABS INC | $2,083 | 0.00% | 19 | 5 | 35.7% | $548 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $2,081 | 0.00% | 46 | 46 | — | $2,081 | 新建仓 |
| AIR | AAR CORP | $2,080 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC | $2,079 | 0.00% | 18 | -18 | -50.0% | -$2,079 | 减仓 |
| KRYS | KRYSTAL BIOTECH INC | $2,067 | 0.00% | 8 | 1 | 14.3% | $258 | 加仓 |
| CBU | COMMUNITY FINANCIAL SYSTEM I | $2,053 | 0.00% | 35 | 13 | 59.1% | $763 | 加仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $2,048 | 0.00% | 22 | 1 | 4.8% | $93 | 加仓 |
| CMC | COMMERCIAL METALS CO | $2,028 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2,028 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| BPOP | POPULAR INC | $2,013 | 0.00% | 15 | 6 | 66.7% | $805 | 加仓 |
| TEX | TEREX CORP NEW | $2,010 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| CSL | CARLISLE COS INC | $2,002 | 0.00% | 6 | 0 | 0.0% | — | 不变 |