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 |
|---|---|---|---|---|---|---|---|---|
| BDX | BECTON DICKINSON & CO | $629 | 0.00% | 4 | 4 | — | $629 | 新建仓 |
| D | DOMINION ENERGY INC | $619 | 0.00% | 10 | -1 | -9.1% | -$62 | 减仓 |
| PRVA | PRIVIA HEALTH GROUP INC | $618 | 0.00% | 30 | 6 | 25.0% | $124 | 加仓 |
| CELH | CELSIUS HLDGS INC | $604 | 0.00% | 17 | 2 | 13.3% | $71 | 加仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $593 | 0.00% | 15 | -6 | -28.6% | -$237 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $593 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $592 | 0.00% | 5 | 4 | 400.0% | $474 | 重新持有 |
| DOW | DOW HLDGS INC | $584 | 0.00% | 14 | -7 | -33.3% | -$292 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $582 | 0.00% | 9 | 2 | 28.6% | $129 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $581 | 0.00% | 2 | 2 | — | $581 | 新建仓 |
| AGCO | AGCO CORP | $580 | 0.00% | 5 | 5 | — | $580 | 新建仓 |
| WAL | WESTERN ALLIANCE BANCORP | $567 | 0.00% | 8 | -1 | -11.1% | -$71 | 减仓 |
| DE | DEERE & CO | $564 | 0.00% | 1 | -1 | -50.0% | -$564 | 重新持有 |
| LYFT | LYFT INC | $559 | 0.00% | 42 | -32 | -43.2% | -$426 | 减仓 |
| SSNC | SS&C TECH HLDGS | $541 | 0.00% | 8 | 0 | 0.0% | — | 重新持有 |
| EFX | EQUIFAX INC | $541 | 0.00% | 3 | 0 | 0.0% | — | 重新持有 |
| KN | KNOWLES CORP | $540 | 0.00% | 21 | -52 | -71.2% | -$1,337 | 减仓 |
| VRTS | VIRTUS INVT PARTNERS INC | $538 | 0.00% | 4 | 2 | 100.0% | $269 | 重新持有 |
| NSIT | INSIGHT ENTERPRISES INC | $537 | 0.00% | 8 | 8 | — | $537 | 新建仓 |
| VMRK | EQUITY RESIDENTIAL | $533 | 0.00% | 9 | -1 | -10.0% | -$59 | 重新持有 |
| WDS | WOODSIDE ENERGY GROUP LTD | $526 | 0.00% | 22 | 22 | — | $526 | 新建仓 |
| HUM | HUMANA INC | $521 | 0.00% | 3 | -3 | -50.0% | -$521 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $509 | 0.00% | 7 | 7 | — | $509 | 新建仓 |
| TEM | TEMPUS AI INC | $498 | 0.00% | 11 | 1 | 10.0% | $45 | 加仓 |
| MDB | MONGODB INC | $490 | 0.00% | 2 | 2 | — | $490 | 新建仓 |
| CNNE | CANNAE HLDGS INC | $489 | 0.00% | 43 | 27 | 168.8% | $307 | 加仓 |
| CHWY | CHEWY INC | $486 | 0.00% | 18 | 11 | 157.1% | $297 | 加仓 |
| ES | EVERSOURCE ENERGY | $485 | 0.00% | 7 | 7 | — | $485 | 新建仓 |
| ESS | ESSEX PPTY TR INC | $484 | 0.00% | 2 | 1 | 100.0% | $242 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $483 | 0.00% | 5 | -1 | -16.7% | -$97 | 重新持有 |
| GLXY | GALAXY DIGITAL INC. | $480 | 0.00% | 26 | 20 | 333.3% | $369 | 加仓 |
| OLED | UNIVERSAL DISPLAY CORP | $476 | 0.00% | 5 | -15 | -75.0% | -$1,428 | 减仓 |
| PHM | PULTE GROUP INC | $471 | 0.00% | 4 | -2 | -33.3% | -$236 | 重新持有 |
| FERG | FERGUSON ENTERPRISES INC | $467 | 0.00% | 2 | -2 | -50.0% | -$467 | 减仓 |
| BX | BLACKSTONE INC | $460 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| PRKS | UNITED PARKS & RESORTS INC | $458 | 0.00% | 14 | 6 | 75.0% | $196 | 加仓 |
| ORA | ORMAT TECHNOLOGIES INC | $448 | 0.00% | 4 | -10 | -71.4% | -$1,120 | 减仓 |
| JOBY | JOBY AVIATION INC | $447 | 0.00% | 54 | -25 | -31.6% | -$207 | 减仓 |
| AMP | AMERIPRISE FINL INC | $445 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ABR | ARBOR REALTY TRUST INC | $432 | 0.00% | 56 | 40 | 250.0% | $309 | 加仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $424 | 0.00% | 6 | 6 | — | $424 | 新建仓 |
| EMB | ISHARES TR | $420 | 0.00% | 4 | -1,873 | -99.8% | -$19.67万 | 减仓 |
| DORM | DORMAN PRODS INC | $418 | 0.00% | 4 | -1 | -20.0% | -$104 | 重新持有 |
| NTAP | NETAPP INC | $410 | 0.00% | 4 | 3 | 300.0% | $308 | 重新持有 |
| TPG | TPG INC | $406 | 0.00% | 10 | -21 | -67.7% | -$853 | 减仓 |
| BKE | BUCKLE INC | $403 | 0.00% | 8 | 5 | 166.7% | $252 | 加仓 |
| IHG | INTERCONTINENTAL HOTELS GROU | $401 | 0.00% | 3 | 3 | — | $401 | 新建仓 |
| DUOL | DUOLINGO INC | $395 | 0.00% | 4 | 2 | 100.0% | $198 | 加仓 |
| BBWI | BATH & BODY WORKS INC | $393 | 0.00% | 21 | 21 | — | $393 | 新建仓 |
| TXN | TEXAS INSTRS INC | $389 | 0.00% | 2 | 1 | 100.0% | $194 | 重新持有 |
| UPST | UPSTART HLDGS INC | $385 | 0.00% | 15 | -5 | -25.0% | -$128 | 减仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $369 | 0.00% | 4 | -1 | -20.0% | -$92 | 减仓 |
| ESGE | ISHARES INC | $361 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| LKFT | GALAPAGOS NV | $360 | 0.00% | 12 | 12 | — | $360 | 新建仓 |
| COMT | ISHARES U S ETF TR | $354 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| FOXA | FOX CORP | $351 | 0.00% | 6 | 6 | — | $351 | 新建仓 |
| PMT | PENNYMAC MTG INVT TR | $350 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| TV | GRUPO TELEVISA S A B | $350 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP | $348 | 0.00% | 4 | -2 | -33.3% | -$174 | 重新持有 |
| NTNX | NUTANIX INC | $343 | 0.00% | 9 | -9 | -50.0% | -$343 | 减仓 |
| PRGS | PROGRESS SOFTWARE CORP | $334 | 0.00% | 13 | -49 | -79.0% | -$1,259 | 减仓 |
| VTR | VENTAS INC | $328 | 0.00% | 4 | 4 | — | $328 | 新建仓 |
| TLT | ISHARES TR | $284 | 0.00% | 3 | -57 | -95.0% | -$5,396 | 减仓 |
| NEOG | NEOGEN CORP | $279 | 0.00% | 30 | -69 | -69.7% | -$642 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $278 | 0.00% | 1 | 1 | — | $278 | 新建仓 |
| PFSI | PENNYMAC FINL SVCS INC NEW | $263 | 0.00% | 3 | -6 | -66.7% | -$526 | 减仓 |
| IXN | ISHARES TR | $263 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| SANM | SANMINA CORP | $260 | 0.00% | 2 | -4 | -66.7% | -$520 | 减仓 |
| RKT | ROCKET COS INC | $257 | 0.00% | 18 | -11 | -37.9% | -$157 | 减仓 |
| RYN | RAYONIER INC | $248 | 0.00% | 12 | 12 | — | $248 | 新建仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $247 | 0.00% | 3 | -9 | -75.0% | -$741 | 减仓 |
| ZM | ZOOM COMMUNICATIONS INC | $242 | 0.00% | 3 | 3 | — | $242 | 新建仓 |
| THO | THOR INDS INC | $240 | 0.00% | 3 | -6 | -66.7% | -$480 | 减仓 |
| PPL | PPL CORP | $230 | 0.00% | 6 | -2 | -25.0% | -$77 | 减仓 |
| LUV | SOUTHWEST AIRLS CO | $226 | 0.00% | 6 | 6 | — | $226 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $224 | 0.00% | 2 | 1 | 100.0% | $112 | 加仓 |
| FOUR | SHIFT4 PMTS INC | $219 | 0.00% | 5 | -13 | -72.2% | -$569 | 减仓 |
| QBTS | D-WAVE QUANTUM INC | $217 | 0.00% | 15 | 15 | — | $217 | 新建仓 |
| VLUE | ISHARES TR | $215 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| GXO | GXO LOGISTICS INCORPORATED | $208 | 0.00% | 4 | -2 | -33.3% | -$104 | 减仓 |
| TEAM | ATLASSIAN CORPORATION | $205 | 0.00% | 3 | 1 | 50.0% | $68 | 加仓 |
| MLCO | MELCO RESORTS AND ENTMNT LTD | $199 | 0.00% | 35 | 32 | 1,066.7% | $182 | 加仓 |
| IJR | ISHARES TR | $198 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| CRI | CARTERS INC | $179 | 0.00% | 5 | -18 | -78.3% | -$644 | 减仓 |
| LW | LAMB WESTON HLDGS INC | $170 | 0.00% | 4 | -3 | -42.9% | -$128 | 重新持有 |
| PHG | KONINKLIJKE PHILIPS N V | $165 | 0.00% | 6 | -4 | -40.0% | -$110 | 重新持有 |
| VTS | VITESSE ENERGY INC | $164 | 0.00% | 9 | -4 | -30.8% | -$73 | 减仓 |
| — | AVALONBAY CMNTYS INC | $164 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| SMCI | SUPER MICRO COMPUTER INC | $160 | 0.00% | 7 | -12 | -63.2% | -$274 | 减仓 |
| IT | GARTNER INC | $159 | 0.00% | 1 | -1 | -50.0% | -$159 | 减仓 |
| GIS | GENERAL MILLS INC | $149 | 0.00% | 4 | -12 | -75.0% | -$447 | 重新持有 |
| AES | AES CORP | $141 | 0.00% | 10 | -115 | -92.0% | -$1,622 | 减仓 |
| FALN | ISHARES TR | $132 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $131 | 0.00% | 1 | 1 | — | $131 | 新建仓 |
| BBY | BEST BUY INC | $129 | 0.00% | 2 | -1 | -33.3% | -$64 | 减仓 |
| QS | QUANTUMSCAPE CORP | $115 | 0.00% | 18 | 18 | — | $115 | 新建仓 |
| SLM | SLM CORP | $108 | 0.00% | 5 | -37 | -88.1% | -$799 | 减仓 |
| MICC | MAGNUM ICE CREAM CO NV | $105 | 0.00% | 7 | -17 | -70.8% | -$255 | 减仓 |
| INSP | INSPIRE MED SYS INC | $104 | 0.00% | 2 | -6 | -75.0% | -$312 | 减仓 |
| EEMV | ISHARES INC | $95 | 0.00% | 1 | 0 | 0.0% | — | 不变 |