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 |
|---|---|---|---|---|---|---|---|---|
| EW | EDWARDS LIFESCIENCES CORP | $2,262 | 0.00% | 25 | -4 | -13.8% | -$362 | 减仓 |
| ZD | ZIFF DAVIS INC | $2,252 | 0.00% | 43 | -7 | -14.0% | -$367 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $2,236 | 0.00% | 9 | -18 | -66.7% | -$4,472 | 减仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $2,236 | 0.00% | 20 | 5 | 33.3% | $559 | 加仓 |
| RVTY | REVVITY INC | $2,226 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP | $2,222 | 0.00% | 13 | 13 | — | $2,222 | 新建仓 |
| TOST | TOAST INC | $2,198 | 0.00% | 79 | -12 | -13.2% | -$334 | 减仓 |
| OKE | ONEOK INC NEW | $2,174 | 0.00% | 25 | 3 | 13.6% | $261 | 加仓 |
| TEX | TEREX CORP NEW | $2,172 | 0.00% | 30 | -4 | -11.8% | -$290 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $2,168 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $2,157 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| — | LXP INDUSTRIAL TRUST | $2,156 | 0.00% | 40 | 5 | 14.3% | $270 | 加仓 |
| KALU | KAISER ALUMINIUM CORPORATION | $2,152 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| GRMN | GARMIN LTD | $2,138 | 0.00% | 9 | -1 | -10.0% | -$238 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $2,128 | 0.00% | 29 | 16 | 123.1% | $1,174 | 加仓 |
| CHCO | CITY HLDG CO | $2,123 | 0.00% | 16 | 1 | 6.7% | $133 | 加仓 |
| PCG | PG&E CORP | $2,120 | 0.00% | 126 | -12 | -8.7% | -$202 | 减仓 |
| — | SUPERNUS PHARMACEUTICALS | $2,093 | 0.00% | 45 | -10 | -18.2% | -$465 | 减仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $2,092 | 0.00% | 17 | -8 | -32.0% | -$984 | 减仓 |
| MSTR | STRATEGY INC | $2,087 | 0.00% | 24 | -1 | -4.0% | -$87 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $2,073 | 0.00% | 48 | 2 | 4.3% | $86 | 加仓 |
| NOG | NORTHERN OIL & GAS INC | $2,061 | 0.00% | 114 | -138 | -54.8% | -$2,495 | 减仓 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $2,059 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| REZI | RESIDEO TECHNOLOGIES INC | $2,053 | 0.00% | 66 | -22 | -25.0% | -$684 | 减仓 |
| PCAR | PACCAR INC | $2,043 | 0.00% | 17 | -1 | -5.6% | -$120 | 减仓 |
| CRL | CHARLES RIV LABS INTL INC | $2,042 | 0.00% | 9 | 1 | 12.5% | $227 | 加仓 |
| NXT | NEXTPOWER INC | $2,026 | 0.00% | 17 | -4 | -19.0% | -$477 | 减仓 |
| DAR | DARLING INGREDIENTS INC | $2,021 | 0.00% | 37 | -6 | -14.0% | -$328 | 减仓 |
| YUMC | YUM CHINA HLDGS INC | $2,003 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $1,992 | 0.00% | 18 | -17 | -48.6% | -$1,881 | 减仓 |
| ETR | ENTERGY CORP NEW | $1,953 | 0.00% | 17 | -2 | -10.5% | -$230 | 减仓 |
| CNO | CNO FINL GROUP INC | $1,938 | 0.00% | 38 | 18 | 90.0% | $918 | 加仓 |
| AXS | AXIS CAP HLDGS LTD | $1,934 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| CROX | CROCS INC | $1,931 | 0.00% | 16 | 7 | 77.8% | $845 | 加仓 |
| INSM | INSMED INC | $1,920 | 0.00% | 18 | -11 | -37.9% | -$1,173 | 减仓 |
| PPLI | PEOPLE INC | $1,893 | 0.00% | 41 | 5 | 13.9% | $231 | 加仓 |
| CMC | COMMERCIAL METALS CO | $1,883 | 0.00% | 30 | -3 | -9.1% | -$188 | 减仓 |
| ASB | ASSOCIATED BANC-CORP | $1,877 | 0.00% | 61 | 2 | 3.4% | $62 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $1,860 | 0.00% | 39 | -9 | -18.8% | -$429 | 减仓 |
| CACI | CACI INTL INC | $1,854 | 0.00% | 4 | -1 | -20.0% | -$464 | 减仓 |
| VOD | VODAFONE GROUP PLC | $1,839 | 0.00% | 139 | -167 | -54.6% | -$2,209 | 减仓 |
| NSIT | INSIGHT ENTERPRISES INC | $1,827 | 0.00% | 15 | 7 | 87.5% | $853 | 加仓 |
| AA | ALCOA CORP | $1,825 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $1,807 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| HALO | HALOZYME THERAPEUTICS INC | $1,801 | 0.00% | 23 | 3 | 15.0% | $235 | 加仓 |
| HLI | HOULIHAN LOKEY INC | $1,782 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| SMCI | SUPER MICRO COMPUTER INC | $1,760 | 0.00% | 60 | 53 | 757.1% | $1,555 | 加仓 |
| NMRK | NEWMARK GROUP INC | $1,753 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| IQV | IQVIA HLDGS INC | $1,739 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| WPC | WP CAREY INC | $1,721 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $1,718 | 0.00% | 12 | 7 | 140.0% | $1,002 | 加仓 |
| YELP | YELP INC | $1,717 | 0.00% | 70 | 30 | 75.0% | $736 | 加仓 |
| CRH | CRH PLC | $1,712 | 0.00% | 16 | -3 | -15.8% | -$321 | 减仓 |
| JOBY | JOBY AVIATION INC | $1,686 | 0.00% | 189 | 135 | 250.0% | $1,204 | 加仓 |
| KVUE | KENVUE INC | $1,682 | 0.00% | 88 | -13 | -12.9% | -$248 | 减仓 |
| GH | GUARDANT HEALTH INC | $1,651 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| BBIO | BRIDGEBIO PHARMA INC | $1,639 | 0.00% | 22 | -2 | -8.3% | -$149 | 减仓 |
| CNX | CNX RES CORP | $1,629 | 0.00% | 48 | -25 | -34.2% | -$848 | 减仓 |
| CTVA | CORTEVA INC | $1,610 | 0.00% | 19 | -1 | -5.0% | -$85 | 减仓 |
| STLD | STEEL DYNAMICS INC | $1,607 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| — | ARCOSA INC | $1,599 | 0.00% | 11 | 1 | 10.0% | $145 | 加仓 |
| HIMU | BLACKROCK ETF TRUST II | $1,594 | 0.00% | 32 | -426 | -93.0% | -$2.12万 | 减仓 |
| HUM | HUMANA INC | $1,589 | 0.00% | 4 | 1 | 33.3% | $397 | 加仓 |
| TPG | TPG INC | $1,582 | 0.00% | 39 | 29 | 290.0% | $1,176 | 加仓 |
| PEN | PENUMBRA INC | $1,579 | 0.00% | 5 | -1 | -16.7% | -$316 | 减仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $1,566 | 0.00% | 4 | -1 | -20.0% | -$392 | 减仓 |
| LDOS | LEIDOS HOLDINGS INC | $1,545 | 0.00% | 15 | -4 | -21.1% | -$412 | 减仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $1,540 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| VEON | VEON LTD | $1,515 | 0.00% | 29 | 5 | 20.8% | $261 | 加仓 |
| ALK | ALASKA AIR GROUP INC | $1,514 | 0.00% | 29 | 2 | 7.4% | $104 | 加仓 |
| COLB | COLUMBIA BKG SYS INC | $1,505 | 0.00% | 47 | 3 | 6.8% | $96 | 加仓 |
| MTCH | MATCH GROUP INC NEW | $1,484 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| L | LOEWS CORP | $1,472 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| SPB | SPECTRUM BRANDS HOLDINGS INC | $1,458 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| TEM | TEMPUS AI INC | $1,449 | 0.00% | 25 | 14 | 127.3% | $811 | 加仓 |
| WTFC | WINTRUST FINL CORP | $1,447 | 0.00% | 9 | 2 | 28.6% | $322 | 加仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $1,438 | 0.00% | 136 | 116 | 580.0% | $1,227 | 重新持有 |
| FWONK | LIBERTY MEDIA CORP DEL | $1,428 | 0.00% | 15 | -1 | -6.2% | -$95 | 减仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $1,425 | 0.00% | 22 | -47 | -68.1% | -$3,044 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $1,417 | 0.00% | 19 | -4 | -17.4% | -$298 | 减仓 |
| TKO | TKO GROUP HOLDINGS INC | $1,410 | 0.00% | 7 | -2 | -22.2% | -$403 | 减仓 |
| HAS | HASBRO INC | $1,405 | 0.00% | 17 | -7 | -29.2% | -$579 | 减仓 |
| ITGR | INTEGER HLDGS CORP | $1,402 | 0.00% | 15 | -3 | -16.7% | -$280 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $1,397 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $1,393 | 0.00% | 29 | 1 | 3.6% | $48 | 加仓 |
| QLYS | QUALYS INC | $1,375 | 0.00% | 10 | -8 | -44.4% | -$1,100 | 减仓 |
| FISV | FISERV INC | $1,374 | 0.00% | 28 | -10 | -26.3% | -$491 | 减仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $1,354 | 0.00% | 21 | -19 | -47.5% | -$1,225 | 减仓 |
| HIMS | HIMS & HERS HEALTH INC | $1,353 | 0.00% | 39 | -7 | -15.2% | -$243 | 减仓 |
| GBCI | GLACIER BANCORP INC NEW | $1,342 | 0.00% | 26 | 2 | 8.3% | $103 | 加仓 |
| AIN | ALBANY INTL CORP | $1,341 | 0.00% | 18 | 3 | 20.0% | $224 | 加仓 |
| AAT | AMERICAN ASSETS TR INC | $1,334 | 0.00% | 54 | -1 | -1.8% | -$25 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $1,333 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC | $1,327 | 0.00% | 6 | 6 | — | $1,327 | 新建仓 |
| BNL | BROADSTONE NET LEASE INC | $1,323 | 0.00% | 64 | -1 | -1.5% | -$21 | 减仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $1,318 | 0.00% | 50 | -8 | -13.8% | -$211 | 减仓 |
| IIPR | INNOVATIVE INDL PPTYS INC | $1,302 | 0.00% | 21 | 7 | 50.0% | $434 | 加仓 |
| CRWV | COREWEAVE INC | $1,295 | 0.00% | 13 | -11 | -45.8% | -$1,096 | 减仓 |
| W | WAYFAIR INC | $1,294 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| IFRA | ISHARES TR | $1,292 | 0.00% | 20 | -1 | -4.8% | -$65 | 减仓 |