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 |
|---|---|---|---|---|---|---|---|---|
| PRVA | PRIVIA HEALTH GROUP INC | $1,287 | 0.00% | 50 | 20 | 66.7% | $515 | 加仓 |
| ROST | ROSS STORES INC | $1,278 | 0.00% | 6 | -1 | -14.3% | -$213 | 减仓 |
| LTC | LTC PPTYS INC | $1,269 | 0.00% | 33 | -10 | -23.3% | -$385 | 减仓 |
| SFM | SPROUTS FMRS MKT INC | $1,269 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| TFX | TELEFLEX INCORPORATED | $1,268 | 0.00% | 10 | 2 | 25.0% | $254 | 加仓 |
| CMPS | COMPASS PATHWAYS PLC | $1,260 | 0.00% | 89 | 89 | — | $1,260 | 新建仓 |
| PAYC | PAYCOM SOFTWARE INC | $1,257 | 0.00% | 10 | -1 | -9.1% | -$126 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $1,246 | 0.00% | 3 | -3 | -50.0% | -$1,246 | 减仓 |
| SLM | SLM CORP | $1,246 | 0.00% | 48 | 43 | 860.0% | $1,116 | 加仓 |
| QXO | QXO INC | $1,245 | 0.00% | 72 | -7 | -8.9% | -$121 | 减仓 |
| RLI | RLI CORP | $1,241 | 0.00% | 21 | -3 | -12.5% | -$177 | 减仓 |
| ALLY | ALLY FINL INC | $1,241 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| PK | PARK HOTELS & RESORTS INC | $1,240 | 0.00% | 87 | -6 | -6.5% | -$86 | 减仓 |
| ADC | AGREE RLTY CORP | $1,212 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| UCB | UNITED CMNTY BKS BLAIRSVLE G | $1,194 | 0.00% | 34 | 9 | 36.0% | $316 | 加仓 |
| ENB | ENBRIDGE INC | $1,193 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $1,188 | 0.00% | 7 | 2 | 40.0% | $339 | 加仓 |
| ALGN | ALIGN TECHNOLOGY INC | $1,181 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| NTNX | NUTANIX INC | $1,173 | 0.00% | 23 | 14 | 155.6% | $714 | 加仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $1,152 | 0.00% | 59 | -38 | -39.2% | -$742 | 减仓 |
| HOPE | HOPE BANCORP INC | $1,150 | 0.00% | 84 | 9 | 12.0% | $123 | 加仓 |
| RBLX | ROBLOX CORP | $1,142 | 0.00% | 21 | -1 | -4.5% | -$54 | 减仓 |
| ON | ON SEMICONDUCTOR CORP | $1,135 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INC | $1,121 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| OGE | OGE ENERGY CORP | $1,120 | 0.00% | 23 | -47 | -67.1% | -$2,289 | 减仓 |
| AN | AUTONATION INC | $1,115 | 0.00% | 6 | -5 | -45.5% | -$929 | 减仓 |
| CINF | CINCINNATI FINL CORP | $1,111 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| APTV | APTIV PLC | $1,105 | 0.00% | 18 | -1 | -5.3% | -$61 | 减仓 |
| PR | PERMIAN RESOURCES CORP | $1,087 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $1,083 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| AGCO | AGCO CORP | $1,078 | 0.00% | 9 | 4 | 80.0% | $479 | 加仓 |
| TIP | ISHARES TR | $1,066 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| FDXF | FEDEX FGHT HLDG CO INC | $1,057 | 0.00% | 7 | 7 | — | $1,057 | 新建仓 |
| AR | ANTERO RESOURCES CORP | $1,055 | 0.00% | 30 | -3 | -9.1% | -$106 | 减仓 |
| DEO | DIAGEO PLC | $1,045 | 0.00% | 13 | -2 | -13.3% | -$161 | 减仓 |
| IHG | INTERCONTINENTAL HOTELS GROU | $1,039 | 0.00% | 6 | 3 | 100.0% | $520 | 加仓 |
| DG | DOLLAR GEN CORP | $1,036 | 0.00% | 9 | 3 | 50.0% | $345 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $1,030 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| UPST | UPSTART HLDGS INC | $1,028 | 0.00% | 29 | 14 | 93.3% | $496 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $1,024 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| CRTO | CRITEO S A | $1,024 | 0.00% | 56 | 18 | 47.4% | $329 | 加仓 |
| PTC | PTC INC | $1,023 | 0.00% | 9 | -23 | -71.9% | -$2,614 | 减仓 |
| SFNC | SIMMONS FIRST NATL CORP | $1,020 | 0.00% | 45 | 3 | 7.1% | $68 | 加仓 |
| JBTM | JBT MAREL CORPORATION | $1,015 | 0.00% | 7 | -3 | -30.0% | -$435 | 减仓 |
| DXCM | DEXCOM INC | $1,011 | 0.00% | 15 | -6 | -28.6% | -$404 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $1,009 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| MDB | MONGODB INC | $1,008 | 0.00% | 3 | 1 | 50.0% | $336 | 加仓 |
| OKLO | OKLO INC | $995 | 0.00% | 19 | 4 | 26.7% | $209 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $994 | 0.00% | 13 | 6 | 85.7% | $459 | 加仓 |
| CVBF | CVB FINL CORP | $993 | 0.00% | 44 | -9 | -17.0% | -$203 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $991 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| PMT | PENNYMAC MTG INVT TR | $982 | 0.00% | 87 | 57 | 190.0% | $643 | 加仓 |
| MUR | MURPHY OIL CORP | $977 | 0.00% | 30 | -7 | -18.9% | -$228 | 减仓 |
| WYNN | WYNN RESORTS LTD | $971 | 0.00% | 10 | -3 | -23.1% | -$291 | 减仓 |
| ACGL | ARCH CAP GROUP LTD | $971 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $964 | 0.00% | 12 | 1 | 9.1% | $80 | 加仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $960 | 0.00% | 11 | -17 | -60.7% | -$1,484 | 减仓 |
| PFSI | PENNYMAC FINL SVCS INC NEW | $959 | 0.00% | 11 | 8 | 266.7% | $697 | 加仓 |
| D | DOMINION ENERGY INC | $957 | 0.00% | 14 | 4 | 40.0% | $273 | 加仓 |
| DORM | DORMAN PRODS INC | $956 | 0.00% | 7 | 3 | 75.0% | $410 | 加仓 |
| MP | MP MATERIALS CORP | $953 | 0.00% | 17 | -1 | -5.6% | -$56 | 减仓 |
| MTB | M & T BK CORP | $953 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| CNNE | CANNAE HLDGS INC | $951 | 0.00% | 66 | 23 | 53.5% | $331 | 加仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $942 | 0.00% | 6 | -1 | -14.3% | -$157 | 减仓 |
| ES | EVERSOURCE ENERGY | $940 | 0.00% | 13 | 6 | 85.7% | $434 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $928 | 0.00% | 7 | -5 | -41.7% | -$663 | 减仓 |
| WU | WESTERN UN CO | $901 | 0.00% | 117 | -45 | -27.8% | -$347 | 减仓 |
| EXP | EAGLE MATLS INC | $900 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| FIVE | FIVE BELOW INC | $899 | 0.00% | 5 | 5 | — | $899 | 新建仓 |
| SNPS | SYNOPSYS INC | $893 | 0.00% | 2 | -6 | -75.0% | -$2,679 | 减仓 |
| OLED | UNIVERSAL DISPLAY CORP | $882 | 0.00% | 10 | 5 | 100.0% | $441 | 加仓 |
| GMAB | GENMAB A/S | $880 | 0.00% | 32 | 29 | 966.7% | $798 | 加仓 |
| FWONA | LIBERTY MEDIA CORP DEL | $876 | 0.00% | 10 | 1 | 11.1% | $88 | 加仓 |
| KN | KNOWLES CORP | $872 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| NTRS | NORTHERN TR CORP | $870 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $866 | 0.00% | 4 | 4 | — | $866 | 新建仓 |
| PRKS | UNITED PARKS & RESORTS INC | $860 | 0.00% | 18 | 4 | 28.6% | $191 | 加仓 |
| ABNB | AIRBNB INC | $859 | 0.00% | 6 | -4 | -40.0% | -$573 | 减仓 |
| RRC | RANGE RES CORP | $856 | 0.00% | 23 | -3 | -11.5% | -$112 | 减仓 |
| INGR | INGREDION INC | $853 | 0.00% | 9 | 1 | 12.5% | $95 | 加仓 |
| EQT | EQT CORP | $851 | 0.00% | 16 | -12 | -42.9% | -$638 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $848 | 0.00% | 4 | -3 | -42.9% | -$636 | 减仓 |
| LYFT | LYFT INC | $848 | 0.00% | 58 | 16 | 38.1% | $234 | 加仓 |
| DLTR | DOLLAR TREE INC | $847 | 0.00% | 7 | 1 | 16.7% | $121 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $846 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| STRA | STRATEGIC ED INC | $843 | 0.00% | 11 | 3 | 37.5% | $230 | 加仓 |
| IYE | ISHARES TR | $823 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $817 | 0.00% | 5 | 5 | — | $817 | 新建仓 |
| DUOL | DUOLINGO INC | $806 | 0.00% | 7 | 3 | 75.0% | $345 | 加仓 |
| OC | OWENS CORNING NEW | $795 | 0.00% | 5 | 5 | — | $795 | 新建仓 |
| ANDE | ANDERSONS INC | $753 | 0.00% | 11 | -2 | -15.4% | -$137 | 减仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $752 | 0.00% | 12 | -2 | -14.3% | -$125 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $751 | 0.00% | 2 | 1 | 100.0% | $376 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $750 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| FMS | FRESENIUS MEDICAL CARE AG | $747 | 0.00% | 33 | -45 | -57.7% | -$1,019 | 减仓 |
| FRME | FIRST MERCHANTS CORP | $743 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| WAL | WESTERN ALLIANCE BANCORP | $740 | 0.00% | 9 | 1 | 12.5% | $82 | 加仓 |
| KKR | KKR & CO INC | $735 | 0.00% | 8 | 8 | — | $735 | 新建仓 |
| FOUR | SHIFT4 PMTS INC | $730 | 0.00% | 15 | 10 | 200.0% | $487 | 加仓 |
| UMH | UMH PPTYS INC | $720 | 0.00% | 48 | 0 | 0.0% | — | 不变 |