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 |
|---|---|---|---|---|---|---|---|---|
| IYH | ISHARES TR | $83 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD WHITEHALL FDS | $81 | 0.00% | 1 | -700 | -99.9% | -$5.67万 | 减仓 |
| GMAB | GENMAB A/S | $81 | 0.00% | 3 | -11 | -78.6% | -$297 | 减仓 |
| AGNT | EXP WORLD HLDGS INC | $75 | 0.00% | 12 | -67 | -84.8% | -$419 | 减仓 |
| VTC | VANGUARD SCOTTSDALE FDS | $73 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $71 | 0.00% | 1 | -460 | -99.8% | -$3.27万 | 减仓 |
| AZTA | AZENTA INC | $64 | 0.00% | 3 | -62 | -95.4% | -$1,323 | 减仓 |
| LIVN | LIVANOVA PLC | $64 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON & CO | $51 | 0.00% | 8 | -27 | -77.1% | -$172 | 减仓 |
| TTD | THE TRADE DESK INC | $46 | 0.00% | 2 | -8 | -80.0% | -$184 | 减仓 |
| AXTA | AXALTA COATING SYS LTD | $28 | 0.00% | 1 | -52 | -98.1% | -$1,456 | 减仓 |
| ZECP | ZACKS TRUST | $24 | 0.00% | 1 | -1,354 | -99.9% | -$3.25万 | 减仓 |
| IHI | ISHARES TR | $18 | 0.00% | 0 | 0 | — | -$21 | 清仓 |
| — | SELECT MED HLDGS CORP | $17 | 0.00% | 1 | -27 | -96.4% | -$459 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $5 | 0.00% | 0 | — | — | — | 申报中断 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $5 | 0.00% | 0 | -79 | -100.0% | -$1,051 | 清仓 |
| VNOM | VIPER ENERGY INC | $5 | 0.00% | 0 | -7 | -100.0% | -$275 | 清仓 |
| SCHE | SCHWAB STRATEGIC TR | $4 | 0.00% | 0 | -195 | -100.0% | -$6,390 | 清仓 |
| KHC | KRAFT HEINZ CO | $2 | 0.00% | 0 | -40 | -100.0% | -$972 | 清仓 |
| KIM | KIMCO REALTY CORP | $1 | 0.00% | 0 | 0 | — | -$1 | 清仓 |
| — | SEALED AIR CORP NEW | $1 | 0.00% | 0 | 0 | — | -$1 | 清仓 |
| KFRC | KFORCE INC | $1 | 0.00% | 0 | 0 | — | -$1 | 清仓 |
| — | EXACT SCIENCES CORP | $0 | 0.00% | 0 | -5,830 | -100.0% | -$59.21万 | 清仓 |
| USHY | ISHARES TR | $0 | 0.00% | 0 | -9,597 | -100.0% | -$35.89万 | 清仓 |
| ITOT | ISHARES TR | $0 | 0.00% | 0 | -450 | -100.0% | -$6.69万 | 清仓 |
| VCRB | VANGUARD MALVERN FDS | $0 | 0.00% | 0 | -729 | -100.0% | -$5.68万 | 清仓 |
| SPSM | SPDR SERIES TRUST | $0 | 0.00% | 0 | -813 | -100.0% | -$3.81万 | 清仓 |
| SPYM | SPDR SERIES TRUST | $0 | 0.00% | 0 | -440 | -100.0% | -$3.53万 | 清仓 |
| VBR | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -127 | -100.0% | -$2.69万 | 清仓 |
| IGRO | ISHARES TR | $0 | 0.00% | 0 | -300 | -100.0% | -$2.48万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -131 | -100.0% | -$2.41万 | 清仓 |
| — | ZACKS TRUST | $0 | 0.00% | 0 | -850 | -100.0% | -$2.25万 | 清仓 |
| SMIZ | ZACKS TRUST | $0 | 0.00% | 0 | -496 | -100.0% | -$1.83万 | 清仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -156 | -100.0% | -$1.31万 | 清仓 |
| XLRE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -193 | -100.0% | -$7,788 | 清仓 |
| ILTB | ISHARES TR | $0 | 0.00% | 0 | -153 | -100.0% | -$7,604 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -29 | -100.0% | -$7,460 | 清仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -56 | -100.0% | -$5,169 | 清仓 |
| VRRM | VERRA MOBILITY CORP | $0 | 0.00% | 0 | -206 | -100.0% | -$4,617 | 清仓 |
| HDB | HDFC BANK LTD | $0 | 0.00% | 0 | -102 | -100.0% | -$3,728 | 清仓 |
| — | ZACKS TRUST | $0 | 0.00% | 0 | -123 | -100.0% | -$3,666 | 清仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $0 | 0.00% | 0 | -4 | -100.0% | -$2,330 | 清仓 |
| IGM | ISHARES TR | $0 | 0.00% | 0 | -18 | -100.0% | -$2,325 | 清仓 |
| MEDP | MEDPACE HLDGS INC | $0 | 0.00% | 0 | -4 | -100.0% | -$2,247 | 清仓 |
| — | HILLENBRAND INC | $0 | 0.00% | 0 | -59 | -100.0% | -$1,872 | 清仓 |
| — | DAYFORCE INC | $0 | 0.00% | 0 | -26 | -100.0% | -$1,799 | 清仓 |
| — | FRONTIER COMMUNICATIONS PARE | $0 | 0.00% | 0 | -47 | -100.0% | -$1,790 | 清仓 |
| KD | KYNDRYL HLDGS INC | $0 | 0.00% | 0 | -63 | -100.0% | -$1,674 | 清仓 |
| RACE | FERRARI N V | $0 | 0.00% | 0 | -4 | -100.0% | -$1,479 | 清仓 |
| — | QIAGEN NV | $0 | 0.00% | 0 | -28 | -100.0% | -$1,260 | 清仓 |
| FSV | FIRSTSERVICE CORP NEW | $0 | 0.00% | 0 | -6 | -100.0% | -$934 | 清仓 |
| WY | WEYERHAEUSER CO MTN BE | $0 | 0.00% | 0 | -36 | -100.0% | -$853 | 清仓 |
| BCO | BRINKS CO | $0 | 0.00% | 0 | -7 | -100.0% | -$818 | 清仓 |
| TRMB | TRIMBLE INC | $0 | 0.00% | 0 | -7 | -100.0% | -$549 | 清仓 |
| CMS | CMS ENERGY CORP | $0 | 0.00% | 0 | -6 | -100.0% | -$420 | 清仓 |
| FG | F&G ANNUITIES & LIFE INC | $0 | 0.00% | 0 | -10 | -100.0% | -$322 | 清仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OSIS | OSI SYSTEMS INC | $0 | 0.00% | 0 | -1 | -100.0% | -$256 | 清仓 |
| GPN | GLOBAL PMTS INC | $0 | 0.00% | 0 | -3 | -100.0% | -$233 | 清仓 |
| AFL | AFLAC INC | $0 | 0.00% | 0 | -2 | -100.0% | -$221 | 清仓 |
| GPC | GENUINE PARTS CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ESRT | EMPIRE ST RLTY TR INC | $0 | 0.00% | 0 | -18 | -100.0% | -$118 | 清仓 |
| SRPT | SAREPTA THERAPEUTICS INC | $0 | 0.00% | 0 | -5 | -100.0% | -$108 | 清仓 |
| — | ATKORE INC | $0 | 0.00% | 0 | -1 | -100.0% | -$64 | 清仓 |