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 |
|---|---|---|---|---|---|---|---|---|
| SPB | SPECTRUM BRANDS HOLDINGS INC | $1,253 | 0.00% | 17 | 5 | 41.7% | $369 | 加仓 |
| HSY | HERSHEY CO | $1,248 | 0.00% | 6 | 5 | 500.0% | $1,040 | 加仓 |
| RBLX | ROBLOX CORP | $1,245 | 0.00% | 22 | -34 | -60.7% | -$1,924 | 减仓 |
| SW | SMURFIT WESTROCK PLC | $1,236 | 0.00% | 31 | 18 | 138.5% | $718 | 加仓 |
| IFRA | ISHARES TR | $1,221 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $1,210 | 0.00% | 4 | -4 | -50.0% | -$1,210 | 减仓 |
| ADC | AGREE RLTY CORP | $1,207 | 0.00% | 16 | 5 | 45.5% | $377 | 加仓 |
| COLB | COLUMBIA BKG SYS INC | $1,206 | 0.00% | 44 | -11 | -20.0% | -$302 | 减仓 |
| ALGN | ALIGN TECHNOLOGY INC | $1,201 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| MTCH | MATCH GROUP INC NEW | $1,198 | 0.00% | 39 | 25 | 178.6% | $768 | 加仓 |
| ENB | ENBRIDGE INC | $1,192 | 0.00% | 22 | -244 | -91.7% | -$1.32万 | 减仓 |
| BNL | BROADSTONE NET LEASE INC | $1,188 | 0.00% | 65 | 19 | 41.3% | $347 | 加仓 |
| RRC | RANGE RES CORP | $1,175 | 0.00% | 26 | 3 | 13.0% | $136 | 加仓 |
| GNL | GLOBAL NET LEASE INC | $1,170 | 0.00% | 125 | 80 | 177.8% | $749 | 加仓 |
| SBUX | STARBUCKS CORP | $1,165 | 0.00% | 13 | 12 | 1,200.0% | $1,075 | 重新持有 |
| TDG | TRANSDIGM GROUP INC | $1,159 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| SFM | SPROUTS FMRS MKT INC | $1,157 | 0.00% | 15 | 6 | 66.7% | $463 | 加仓 |
| FTNT | FORTINET INC | $1,145 | 0.00% | 14 | 8 | 133.3% | $654 | 加仓 |
| LNG | CHENIERE ENERGY INC | $1,136 | 0.00% | 4 | 1 | 33.3% | $284 | 加仓 |
| DEO | DIAGEO PLC | $1,117 | 0.00% | 15 | 15 | — | $1,117 | 新建仓 |
| VEON | VEON LTD | $1,112 | 0.00% | 24 | 17 | 242.9% | $788 | 加仓 |
| MMSI | MERIT MED SYS INC | $1,103 | 0.00% | 16 | -32 | -66.7% | -$2,206 | 减仓 |
| BRX | BRIXMOR PPTY GROUP INC | $1,095 | 0.00% | 38 | 27 | 245.5% | $778 | 重新持有 |
| TIP | ISHARES TR | $1,087 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INC | $1,079 | 0.00% | 2 | 1 | 100.0% | $540 | 加仓 |
| GBCI | GLACIER BANCORP INC NEW | $1,073 | 0.00% | 24 | 2 | 9.1% | $89 | 重新持有 |
| WEX | WEX INC | $1,072 | 0.00% | 7 | 5 | 250.0% | $766 | 重新持有 |
| — | ARCOSA INC | $1,062 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| ALLY | ALLY FINL INC | $1,060 | 0.00% | 27 | 5 | 22.7% | $196 | 加仓 |
| W | WAYFAIR INC | $1,053 | 0.00% | 14 | -7 | -33.3% | -$526 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $1,046 | 0.00% | 5 | 5 | — | $1,046 | 新建仓 |
| CVBF | CVB FINL CORP | $1,028 | 0.00% | 53 | 21 | 65.6% | $407 | 加仓 |
| GH | GUARDANT HEALTH INC | $1,017 | 0.00% | 11 | 11 | — | $1,017 | 新建仓 |
| AAT | AMERICAN ASSETS TR INC | $1,013 | 0.00% | 55 | 27 | 96.4% | $497 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $998 | 0.00% | 14 | -1 | -6.7% | -$71 | 减仓 |
| ALK | ALASKA AIR GROUP INC | $994 | 0.00% | 27 | -13 | -32.5% | -$479 | 减仓 |
| YELP | YELP INC | $990 | 0.00% | 40 | 23 | 135.3% | $569 | 加仓 |
| IONQ | IONQ INC | $981 | 0.00% | 34 | 9 | 36.0% | $260 | 加仓 |
| PK | PARK HOTELS & RESORTS INC | $980 | 0.00% | 93 | -7 | -7.0% | -$74 | 重新持有 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $977 | 0.00% | 5 | 1 | 25.0% | $195 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $975 | 0.00% | 15 | 15 | — | $975 | 新建仓 |
| SHAK | SHAKE SHACK INC | $974 | 0.00% | 11 | -1 | -8.3% | -$89 | 减仓 |
| IYE | ISHARES TR | $973 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| WTFC | WINTRUST FINL CORP | $973 | 0.00% | 7 | 2 | 40.0% | $278 | 加仓 |
| PLNT | PLANET FITNESS MASTER ISSUER | $967 | 0.00% | 13 | -1 | -7.1% | -$74 | 减仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $960 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| ACGL | ARCH CAP GROUP LTD | $960 | 0.00% | 10 | 1 | 11.1% | $96 | 加仓 |
| TFX | TELEFLEX INCORPORATED | $957 | 0.00% | 8 | -1 | -11.1% | -$120 | 减仓 |
| HIMS | HIMS & HERS HEALTH INC | $955 | 0.00% | 46 | 38 | 475.0% | $789 | 加仓 |
| CINF | CINCINNATI FINL CORP | $945 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| ECHO | ECHOSTAR CORP | $937 | 0.00% | 8 | 8 | — | $937 | 新建仓 |
| ANDE | ANDERSONS INC | $934 | 0.00% | 13 | 2 | 18.2% | $144 | 加仓 |
| G | GENPACT LIMITED | $932 | 0.00% | 25 | -4 | -13.8% | -$149 | 减仓 |
| EXR | EXTRA SPACE STORAGE INC | $925 | 0.00% | 7 | 3 | 75.0% | $396 | 加仓 |
| HMC | HONDA MOTOR CO LTD | $924 | 0.00% | 38 | 12 | 46.2% | $292 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $924 | 0.00% | 4 | 4 | — | $924 | 新建仓 |
| INGR | INGREDION INC | $902 | 0.00% | 8 | 8 | — | $902 | 新建仓 |
| VIAV | VIAVI SOLUTIONS INC | $899 | 0.00% | 27 | -76 | -73.8% | -$2,531 | 减仓 |
| TER | TERADYNE INC | $890 | 0.00% | 3 | 3 | — | $890 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $879 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $874 | 0.00% | 11 | -1 | -8.3% | -$79 | 减仓 |
| MP | MP MATERIALS CORP | $869 | 0.00% | 18 | 3 | 20.0% | $145 | 加仓 |
| CTAS | CINTAS CORP | $846 | 0.00% | 5 | 1 | 25.0% | $169 | 加仓 |
| HOPE | HOPE BANCORP INC | $838 | 0.00% | 75 | 25 | 50.0% | $279 | 加仓 |
| MTB | M & T BK CORP | $827 | 0.00% | 4 | 1 | 33.3% | $207 | 加仓 |
| CNO | CNO FINL GROUP INC | $822 | 0.00% | 20 | 9 | 81.8% | $370 | 加仓 |
| SFNC | SIMMONS FIRST NATL CORP | $817 | 0.00% | 42 | -36 | -46.2% | -$700 | 重新持有 |
| KR | KROGER CO | $796 | 0.00% | 11 | 3 | 37.5% | $217 | 加仓 |
| ASO | ACADEMY SPORTS & OUTDOORS IN | $791 | 0.00% | 14 | 4 | 40.0% | $226 | 重新持有 |
| UCB | UNITED CMNTY BKS BLAIRSVLE G | $788 | 0.00% | 25 | 3 | 13.6% | $95 | 加仓 |
| AIN | ALBANY INTL CORP | $784 | 0.00% | 15 | 15 | — | $784 | 新建仓 |
| EXP | EAGLE MATLS INC | $758 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $752 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| CROX | CROCS INC | $748 | 0.00% | 9 | -12 | -57.1% | -$997 | 减仓 |
| ON | ON SEMICONDUCTOR CORP | $744 | 0.00% | 12 | 1 | 9.1% | $62 | 加仓 |
| OKLO | OKLO INC | $744 | 0.00% | 15 | 7 | 87.5% | $347 | 加仓 |
| BIIB | BIOGEN INC | $734 | 0.00% | 4 | 4 | — | $734 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION | $733 | 0.00% | 13 | -1 | -7.1% | -$56 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $732 | 0.00% | 28 | 5 | 21.7% | $131 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $718 | 0.00% | 2 | -2 | -50.0% | -$718 | 减仓 |
| SM | SM ENERGY COMPANY | $718 | 0.00% | 23 | 2 | 9.5% | $62 | 重新持有 |
| DG | DOLLAR GEN CORP | $713 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| FWONA | LIBERTY MEDIA CORP DEL | $703 | 0.00% | 9 | -3 | -25.0% | -$234 | 减仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $703 | 0.00% | 9 | -1 | -10.0% | -$78 | 减仓 |
| IIPR | INNOVATIVE INDL PPTYS INC | $703 | 0.00% | 14 | 6 | 75.0% | $301 | 加仓 |
| NTRS | NORTHERN TR CORP | $698 | 0.00% | 5 | 1 | 25.0% | $140 | 加仓 |
| RTO | RENTOKIL INITIAL PLC | $693 | 0.00% | 22 | 22 | — | $693 | 新建仓 |
| UMH | UMH PPTYS INC | $687 | 0.00% | 48 | -4 | -7.7% | -$57 | 减仓 |
| CRTO | CRITEO S A | $682 | 0.00% | 38 | 18 | 90.0% | $323 | 加仓 |
| RMD | RESMED INC | $674 | 0.00% | 3 | 1 | 50.0% | $225 | 加仓 |
| VSNT | VERSANT MEDIA GROUP INC | $667 | 0.00% | 18 | 18 | — | $667 | 新建仓 |
| STRA | STRATEGIC ED INC | $664 | 0.00% | 8 | 5 | 166.7% | $415 | 加仓 |
| FRME | FIRST MERCHANTS CORP | $659 | 0.00% | 17 | -17 | -50.0% | -$659 | 减仓 |
| DLTR | DOLLAR TREE INC | $658 | 0.00% | 6 | 1 | 20.0% | $110 | 加仓 |
| EMR | EMERSON ELEC CO | $656 | 0.00% | 5 | 0 | 0.0% | — | 重新持有 |
| MAR | MARRIOTT INTL INC NEW | $655 | 0.00% | 2 | 2 | — | $655 | 新建仓 |
| HPQ | HP INC | $654 | 0.00% | 34 | 20 | 142.9% | $385 | 加仓 |
| TSN | TYSON FOODS INC | $641 | 0.00% | 10 | 2 | 25.0% | $128 | 加仓 |
| STT | STATE STR CORP | $633 | 0.00% | 5 | 5 | — | $633 | 新建仓 |
| TROW | PRICE T ROWE GROUP INC | $631 | 0.00% | 7 | -11 | -61.1% | -$992 | 减仓 |