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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $2,471.70万 | 15.58% | 41,364 | 70 | 0.2% | $4.18万 | 加仓 |
| IVV | ISHARES TR | $1,573.43万 | 9.92% | 24,088 | 3,933 | 19.5% | $256.90万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,417.73万 | 8.94% | 221,243 | -24,768 | -10.1% | -$158.71万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $647.69万 | 4.08% | 134,796 | 6,642 | 5.2% | $31.91万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $614.56万 | 3.87% | 105,631 | 2,908 | 2.8% | $16.92万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $599.80万 | 3.78% | 76,495 | 5,918 | 8.4% | $46.40万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $585.82万 | 3.69% | 108,385 | -12,346 | -10.2% | -$66.73万 | 减仓 |
| IVW | ISHARES TR | $531.50万 | 3.35% | 46,989 | 4,557 | 10.7% | $51.54万 | 加仓 |
| IVE | ISHARES TR | $519.94万 | 3.28% | 24,624 | -861 | -3.4% | -$18.18万 | 减仓 |
| IEMG | ISHARES INC | $508.77万 | 3.21% | 72,942 | 2,564 | 3.6% | $17.88万 | 加仓 |
| EFV | ISHARES TR | $471.92万 | 2.98% | 63,473 | 891 | 1.4% | $6.62万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $328.70万 | 2.07% | 15,972 | -1,385 | -8.0% | -$28.50万 | 减仓 |
| EFG | ISHARES TR | $326.76万 | 2.06% | 29,340 | 20,848 | 245.5% | $232.18万 | 加仓 |
| IUSB | ISHARES TR | $316.25万 | 1.99% | 68,467 | 7,239 | 11.8% | $33.44万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $273.39万 | 1.72% | 35,422 | 3,695 | 11.6% | $28.52万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $262.10万 | 1.65% | 55,826 | 1,605 | 3.0% | $7.54万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $249.31万 | 1.57% | 36,248 | 1,796 | 5.2% | $12.35万 | 加仓 |
| AGG | ISHARES TR | $242.42万 | 1.53% | 24,420 | -168 | -0.7% | -$1.67万 | 减仓 |
| QUAL | ISHARES TR | $240.72万 | 1.52% | 12,550 | -614 | -4.7% | -$11.78万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $213.55万 | 1.35% | 58,959 | -9,234 | -13.5% | -$33.45万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $196.83万 | 1.24% | 59,737 | 8,014 | 15.5% | $26.41万 | 加仓 |
| MTUM | ISHARES TR | $152.95万 | 0.96% | 6,373 | 323 | 5.3% | $7.75万 | 加仓 |
| MUB | ISHARES TR | $148.81万 | 0.94% | 14,019 | -2,475 | -15.0% | -$26.27万 | 减仓 |
| IEFA | ISHARES TR | $147.43万 | 0.93% | 16,285 | -100 | -0.6% | -$9,053 | 减仓 |
| TLH | ISHARES TR | $132.39万 | 0.83% | 13,144 | -2,309 | -14.9% | -$23.26万 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $131.57万 | 0.83% | 32,044 | 32,044 | — | $131.57万 | 新建仓 |
| IJH | ISHARES TR | $120.45万 | 0.76% | 17,837 | -64 | -0.4% | -$4,322 | 减仓 |
| IDEF | BLACKROCK ETF TRUST | $118.29万 | 0.75% | 36,152 | 36,152 | — | $118.29万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $113.52万 | 0.72% | 2,369 | 33 | 1.4% | $1.58万 | 加仓 |
| LMUB | ISHARES TR | $94.33万 | 0.59% | 18,892 | 18,892 | — | $94.33万 | 新建仓 |
| MBB | ISHARES TR | $92.49万 | 0.58% | 9,741 | 1,228 | 14.4% | $11.66万 | 加仓 |
| GOVT | ISHARES TR | $91.73万 | 0.58% | 40,038 | 36,363 | 989.5% | $83.31万 | 加仓 |
| MSFT | MICROSOFT CORP | $91.47万 | 0.58% | 2,471 | -149 | -5.7% | -$5.52万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $88.55万 | 0.56% | 2,760 | 158 | 6.1% | $5.07万 | 加仓 |
| IYW | ISHARES TR | $87.23万 | 0.55% | 4,808 | -904 | -15.8% | -$16.40万 | 减仓 |
| IWB | ISHARES TR | $79.69万 | 0.50% | 2,235 | 2,235 | — | $79.69万 | 新建仓 |
| IAGG | ISHARES TR | $73.02万 | 0.46% | 14,592 | 1,643 | 12.7% | $8.22万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $71.29万 | 0.45% | 9,681 | 602 | 6.6% | $4.43万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $71.05万 | 0.45% | 4,074 | -42 | -1.0% | -$7,325 | 减仓 |
| OEF | ISHARES TR | $68.84万 | 0.43% | 2,164 | -9,047 | -80.7% | -$287.78万 | 减仓 |
| ITA | ISHARES TR | $65.21万 | 0.41% | 2,981 | -2,711 | -47.6% | -$59.30万 | 减仓 |
| TFI | SPDR SERIES TRUST | $63.91万 | 0.40% | 14,095 | 6,890 | 95.6% | $31.24万 | 加仓 |
| AAPL | APPLE INC | $62.78万 | 0.40% | 2,474 | 171 | 7.4% | $4.34万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $56.11万 | 0.35% | 7,277 | -443 | -5.7% | -$3.42万 | 减仓 |
| AMZN | AMAZON COM INC | $53.09万 | 0.33% | 2,549 | 606 | 31.2% | $12.62万 | 加仓 |
| IAU | ISHARES GOLD TR | $53.05万 | 0.33% | 6,018 | -6,727 | -52.8% | -$59.31万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $52.21万 | 0.33% | 10,053 | -1,285 | -11.3% | -$6.67万 | 减仓 |
| EMXC | ISHARES INC | $32.54万 | 0.21% | 4,137 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $27.80万 | 0.18% | 1,121 | -6 | -0.5% | -$1,488 | 减仓 |
| IWF | ISHARES TR | $25.71万 | 0.16% | 603 | 583 | 2,915.0% | $24.86万 | 加仓 |
| USMV | ISHARES TR | $21.79万 | 0.14% | 2,350 | 225 | 10.6% | $2.09万 | 加仓 |
| HEFA | ISHARES TR | $17.92万 | 0.11% | 4,218 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $15.21万 | 0.10% | 463 | -46 | -9.0% | -$1.51万 | 减仓 |
| GOOGL | ALPHABET INC | $14.04万 | 0.09% | 488 | 107 | 28.1% | $3.08万 | 加仓 |
| GOOG | ALPHABET INC | $12.98万 | 0.08% | 453 | 142 | 45.7% | $4.07万 | 加仓 |
| AVGO | BROADCOM INC | $12.98万 | 0.08% | 419 | -139 | -24.9% | -$4.31万 | 减仓 |
| AMAT | APPLIED MATLS INC | $12.91万 | 0.08% | 378 | 32 | 9.2% | $1.09万 | 加仓 |
| MCD | MCDONALDS CORP | $12.88万 | 0.08% | 414 | -65 | -13.6% | -$2.02万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $12.84万 | 0.08% | 525 | 2 | 0.4% | $489 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV | $11.84万 | 0.07% | 2,524 | -1,646 | -39.5% | -$7.72万 | 减仓 |
| CSCO | CISCO SYS INC | $11.64万 | 0.07% | 1,501 | -103 | -6.4% | -$7,990 | 减仓 |
| META | META PLATFORMS INC | $10.41万 | 0.07% | 182 | -9 | -4.7% | -$5,149 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $10.31万 | 0.07% | 2,067 | 12 | 0.6% | $599 | 加仓 |
| ORCL | ORACLE CORP | $10.13万 | 0.06% | 688 | 90 | 15.1% | $1.32万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $9.76万 | 0.06% | 1,849 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $9.51万 | 0.06% | 363 | -1 | -0.3% | -$262 | 减仓 |
| VO | VANGUARD INDEX FDS | $9.37万 | 0.06% | 326 | -166 | -33.7% | -$4.77万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $9.17万 | 0.06% | 312 | -2 | -0.6% | -$588 | 减仓 |
| URI | UNITED RENTALS INC | $8.82万 | 0.06% | 121 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $8.81万 | 0.06% | 237 | 21 | 9.7% | $7,807 | 加仓 |
| LLY | ELI LILLY & CO | $8.74万 | 0.06% | 95 | -90 | -48.6% | -$8.28万 | 减仓 |
| WMT | WALMART INC | $8.43万 | 0.05% | 678 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $8.04万 | 0.05% | 161 | -43 | -21.1% | -$2.15万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $7.73万 | 0.05% | 1,237 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $7.43万 | 0.05% | 618 | -61 | -9.0% | -$7,334 | 减仓 |
| SYSB | ISHARES TR | $7.29万 | 0.05% | 819 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $7.22万 | 0.05% | 338 | 338 | — | $7.22万 | 新建仓 |
| — | EXXON MOBIL CORP | $7.04万 | 0.04% | 415 | -16 | -3.7% | -$2,713 | 减仓 |
| PG | PROCTER & GAMBLE CO | $6.97万 | 0.04% | 483 | 1 | 0.2% | $144 | 加仓 |
| LRCX | LAM RESEARCH CORP | $6.97万 | 0.04% | 326 | -15 | -4.4% | -$3,206 | 减仓 |
| VUG | VANGUARD INDEX FDS | $6.94万 | 0.04% | 159 | 0 | 0.0% | — | 不变 |
| BMO | BANK MONTREAL MEDIUM | $6.89万 | 0.04% | 509 | -577 | -53.1% | -$7.81万 | 减仓 |
| CAT | CATERPILLAR INC | $6.70万 | 0.04% | 95 | -2 | -2.1% | -$1,411 | 减仓 |
| VGT | VANGUARD WORLD FD | $6.56万 | 0.04% | 94 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL ETF TRUST | $6.51万 | 0.04% | 1,343 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $6.50万 | 0.04% | 393 | -74 | -15.8% | -$1.22万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $6.36万 | 0.04% | 71 | -3 | -4.1% | -$2,686 | 减仓 |
| VTV | VANGUARD INDEX FDS | $5.85万 | 0.04% | 298 | -528 | -63.9% | -$10.36万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $5.65万 | 0.04% | 1,669 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $5.41万 | 0.03% | 54 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $4.66万 | 0.03% | 613 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $4.61万 | 0.03% | 946 | 4 | 0.4% | $195 | 加仓 |
| BLK | BLACKROCK INC | $4.25万 | 0.03% | 44 | -3 | -6.4% | -$2,897 | 减仓 |
| AMGN | AMGEN INC | $4.15万 | 0.03% | 118 | 99 | 521.1% | $3.48万 | 加仓 |
| ABBV | ABBVIE INC | $4.13万 | 0.03% | 190 | -10 | -5.0% | -$2,174 | 减仓 |
| QCOM | QUALCOMM INC | $4.11万 | 0.03% | 319 | -21 | -6.2% | -$2,704 | 减仓 |
| ASML | ASML HLDG NV | $4.09万 | 0.03% | 31 | 4 | 14.8% | $5,283 | 加仓 |
| INTC | INTEL CORP | $4.09万 | 0.03% | 926 | 102 | 12.4% | $4,501 | 加仓 |
| NVS | NOVARTIS AG | $3.91万 | 0.02% | 256 | -21 | -7.6% | -$3,208 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $3.90万 | 0.02% | 423 | -207 | -32.9% | -$1.91万 | 减仓 |