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 |
|---|---|---|---|---|---|---|---|---|
| LNG | CHENIERE ENERGY INC | $718 | 0.00% | 3 | -1 | -25.0% | -$239 | 减仓 |
| BBWI | BATH & BODY WORKS INC | $718 | 0.00% | 31 | 10 | 47.6% | $232 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $716 | 0.00% | 10 | -8 | -44.4% | -$573 | 减仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $716 | 0.00% | 8 | 5 | 166.7% | $448 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $712 | 0.00% | 3 | 1 | 50.0% | $237 | 加仓 |
| ECHO | ECHOSTAR CORP | $711 | 0.00% | 7 | -1 | -12.5% | -$102 | 减仓 |
| GLXY | GALAXY DIGITAL INC. | $711 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $705 | 0.00% | 9 | -40 | -81.6% | -$3,133 | 减仓 |
| QBTS | D-WAVE QUANTUM INC | $696 | 0.00% | 29 | 14 | 93.3% | $336 | 加仓 |
| Z | ZILLOW GROUP INC | $694 | 0.00% | 22 | -21 | -48.8% | -$662 | 减仓 |
| GIS | GENERAL MILLS INC | $662 | 0.00% | 19 | 15 | 375.0% | $523 | 加仓 |
| VSNT | VERSANT MEDIA GROUP INC | $655 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| BG | BUNGE GLOBAL SA | $641 | 0.00% | 6 | -8 | -57.1% | -$855 | 减仓 |
| LEN | LENNAR CORP | $634 | 0.00% | 7 | 3 | 75.0% | $272 | 加仓 |
| NTAP | NETAPP INC | $620 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| GNL | GLOBAL NET LEASE INC | $617 | 0.00% | 69 | -56 | -44.8% | -$501 | 减仓 |
| VMRK | EQUITY RESIDENTIAL | $612 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| ESS | ESSEX PPTY TR INC | $584 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $578 | 0.00% | 9 | -5 | -35.7% | -$321 | 减仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $578 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| SM | SM ENERGY COMPANY | $575 | 0.00% | 22 | -1 | -4.3% | -$26 | 减仓 |
| VRTS | VIRTUS INVT PARTNERS INC | $574 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | AVALONBAY CMNTYS INC | $567 | 0.00% | 3 | 2 | 200.0% | $378 | 加仓 |
| AXON | AXON ENTERPRISE INC | $561 | 0.00% | 1 | -2 | -66.7% | -$1,122 | 减仓 |
| SHAK | SHAKE SHACK INC | $561 | 0.00% | 10 | -1 | -9.1% | -$56 | 减仓 |
| VTS | VITESSE ENERGY INC | $552 | 0.00% | 35 | 26 | 288.9% | $410 | 加仓 |
| NICE | NICE LTD | $546 | 0.00% | 6 | -14 | -70.0% | -$1,274 | 减仓 |
| HSY | HERSHEY CO | $527 | 0.00% | 3 | -3 | -50.0% | -$527 | 减仓 |
| G | GENPACT LIMITED | $523 | 0.00% | 19 | -6 | -24.0% | -$165 | 减仓 |
| EXLS | EXLSERVICE HLDGS INC | $518 | 0.00% | 20 | -71 | -78.0% | -$1,839 | 减仓 |
| CTAS | CINTAS CORP | $511 | 0.00% | 3 | -2 | -40.0% | -$341 | 减仓 |
| SANM | SANMINA CORP | $507 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| AZTA | AZENTA INC | $485 | 0.00% | 19 | 16 | 533.3% | $408 | 加仓 |
| HPQ | HP INC | $483 | 0.00% | 22 | -12 | -35.3% | -$263 | 减仓 |
| QS | QUANTUMSCAPE CORP | $477 | 0.00% | 63 | 45 | 250.0% | $341 | 加仓 |
| BX | BLACKSTONE INC | $471 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $459 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $454 | 0.00% | 3 | -1 | -25.0% | -$151 | 减仓 |
| KR | KROGER CO | $445 | 0.00% | 8 | -3 | -27.3% | -$167 | 减仓 |
| CME | CME GROUP INC | $442 | 0.00% | 2 | -3 | -60.0% | -$663 | 减仓 |
| ESGE | ISHARES INC | $437 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| ORA | ORMAT TECHNOLOGIES INC | $436 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES TR | $434 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $422 | 0.00% | 8 | -29 | -78.4% | -$1,530 | 减仓 |
| LW | LAMB WESTON HLDGS INC | $389 | 0.00% | 9 | 5 | 125.0% | $216 | 加仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $385 | 0.00% | 5 | 1 | 25.0% | $77 | 加仓 |
| DOW | DOW HLDGS INC | $384 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| CELH | CELSIUS HLDGS INC | $381 | 0.00% | 13 | -4 | -23.5% | -$117 | 减仓 |
| IXN | ISHARES TR | $380 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| BRX | BRIXMOR PPTY GROUP INC | $379 | 0.00% | 12 | -26 | -68.4% | -$821 | 减仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $365 | 0.00% | 6 | -3 | -33.3% | -$182 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $360 | 0.00% | 2 | 2 | — | $360 | 新建仓 |
| AGNT | AGNT INC | $354 | 0.00% | 65 | 53 | 441.7% | $289 | 加仓 |
| RTO | RENTOKIL INITIAL PLC | $344 | 0.00% | 12 | -10 | -45.5% | -$287 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $330 | 0.00% | 3 | -2 | -40.0% | -$220 | 减仓 |
| TV | GRUPO TELEVISA S A B | $326 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| EFX | EQUIFAX INC | $318 | 0.00% | 2 | -1 | -33.3% | -$159 | 减仓 |
| LUV | SOUTHWEST AIRLS CO | $309 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| BBY | BEST BUY INC | $304 | 0.00% | 4 | 2 | 100.0% | $152 | 加仓 |
| VLUE | ISHARES TR | $303 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| THO | THOR INDS INC | $301 | 0.00% | 4 | 1 | 33.3% | $75 | 加仓 |
| COMT | ISHARES U S ETF TR | $297 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| TSN | TYSON FOODS INC | $287 | 0.00% | 5 | -5 | -50.0% | -$287 | 减仓 |
| TLT | ISHARES TR | $286 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| LKFT | LAKEFRONT BIOTHERAPEUTICS NV | $270 | 0.00% | 9 | -3 | -25.0% | -$90 | 减仓 |
| NEOG | NEOGEN CORP | $270 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $260 | 0.00% | 2 | -10 | -83.3% | -$1,300 | 减仓 |
| PPL | PPL CORP | $255 | 0.00% | 7 | 1 | 16.7% | $36 | 加仓 |
| VGNT | VERSIGENT PLC | $253 | 0.00% | 6 | 6 | — | $253 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $240 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $237 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| JJSF | J & J SNACK FOODS CORP | $221 | 0.00% | 3 | 3 | — | $221 | 新建仓 |
| ADBE | ADOBE INC | $206 | 0.00% | 1 | -5 | -83.3% | -$1,030 | 减仓 |
| CRI | CARTERS INC | $206 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $204 | 0.00% | 1 | -7 | -87.5% | -$1,428 | 减仓 |
| SNN | SMITH & NEPHEW PLC | $202 | 0.00% | 7 | -68 | -90.7% | -$1,962 | 减仓 |
| RMD | RESMED INC | $195 | 0.00% | 1 | -2 | -66.7% | -$390 | 减仓 |
| RKT | ROCKET COS INC | $189 | 0.00% | 12 | -6 | -33.3% | -$94 | 减仓 |
| PATK | PATRICK INDS INC | $180 | 0.00% | 2 | -84 | -97.7% | -$7,560 | 减仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $155 | 0.00% | 4 | -20 | -83.3% | -$775 | 减仓 |
| GRFS | GRIFOLS S A | $149 | 0.00% | 21 | 21 | — | $149 | 新建仓 |
| AES | AES CORP | $147 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| PL | PLANET LABS PBC | $133 | 0.00% | 4 | 4 | — | $133 | 新建仓 |
| GPC | GENUINE PARTS CO | $118 | 0.00% | 1 | 0 | 0.0% | — | 重新持有 |
| FALN | ISHARES TR | $115 | 0.00% | 4 | -1 | -20.0% | -$29 | 减仓 |
| OGN | ORGANON & CO | $115 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| EEMV | ISHARES INC | $111 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| IAGG | ISHARES TR | $110 | 0.00% | 2 | -14,590 | -100.0% | -$80.25万 | 减仓 |
| MLCO | MELCO RESORTS AND ENTMNT LTD | $95 | 0.00% | 18 | -17 | -48.6% | -$90 | 减仓 |
| IYH | ISHARES TR | $90 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| LEN/B | LENNAR CORP | $89 | 0.00% | 1 | 1 | — | $89 | 新建仓 |
| ZM | ZOOM COMMUNICATIONS INC | $87 | 0.00% | 1 | -2 | -66.7% | -$174 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $85 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| HLNE | HAMILTON LANE INC | $84 | 0.00% | 1 | -60 | -98.4% | -$5,040 | 减仓 |
| LIVN | LIVANOVA PLC | $83 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $83 | 0.00% | 2 | 2 | — | $83 | 新建仓 |
| CHWY | CHEWY INC | $79 | 0.00% | 4 | -14 | -77.8% | -$276 | 减仓 |
| VTC | VANGUARD SCOTTSDALE FDS | $74 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $63 | 0.00% | 1 | -123 | -99.2% | -$7,749 | 重新持有 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $38 | 0.00% | 0 | -17 | -100.0% | -$2,791 | 清仓 |