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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $2,737.45万 | 15.08% | 39,857 | -1,507 | -3.6% | -$103.50万 | 减仓 |
| IVV | ISHARES TR | $2,273.67万 | 12.53% | 30,361 | 6,273 | 26.0% | $469.77万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,527.74万 | 8.42% | 214,420 | -6,823 | -3.1% | -$48.61万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $780.05万 | 4.30% | 114,697 | 9,066 | 8.6% | $61.66万 | 加仓 |
| IVW | ISHARES TR | $693.33万 | 3.82% | 50,413 | 3,424 | 7.3% | $47.09万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $659.76万 | 3.64% | 136,230 | 1,434 | 1.1% | $6.94万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $623.24万 | 3.43% | 104,413 | -3,972 | -3.7% | -$23.71万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $604.41万 | 3.33% | 77,578 | 1,083 | 1.4% | $8.44万 | 加仓 |
| IVE | ISHARES TR | $551.05万 | 3.04% | 24,269 | -355 | -1.4% | -$8.06万 | 减仓 |
| IEMG | ISHARES INC | $512.02万 | 2.82% | 61,809 | -11,133 | -15.3% | -$92.23万 | 减仓 |
| IUSB | ISHARES TR | $456.64万 | 2.52% | 98,948 | 30,481 | 44.5% | $140.67万 | 加仓 |
| EFG | ISHARES TR | $398.43万 | 2.20% | 32,023 | 2,683 | 9.1% | $33.38万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $377.12万 | 2.08% | 15,317 | -655 | -4.1% | -$16.13万 | 减仓 |
| EFV | ISHARES TR | $368.62万 | 2.03% | 48,153 | -15,320 | -24.1% | -$117.28万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $301.22万 | 1.66% | 57,136 | -2,601 | -4.4% | -$13.71万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $266.22万 | 1.47% | 34,709 | -713 | -2.0% | -$5.47万 | 减仓 |
| AGG | ISHARES TR | $263.53万 | 1.45% | 26,624 | 2,204 | 9.0% | $21.82万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $259.72万 | 1.43% | 55,483 | -343 | -0.6% | -$1.61万 | 减仓 |
| BLV | VANGUARD BD INDEX FDS | $252.04万 | 1.39% | 36,565 | 317 | 0.9% | $2.19万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $194.48万 | 1.07% | 45,112 | -13,847 | -23.5% | -$59.69万 | 减仓 |
| MUB | ISHARES TR | $184.29万 | 1.02% | 17,124 | 3,105 | 22.1% | $33.42万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $178.40万 | 0.98% | 35,417 | 3,373 | 10.5% | $16.99万 | 加仓 |
| MTUM | ISHARES TR | $164.41万 | 0.91% | 4,796 | -1,577 | -24.7% | -$54.06万 | 减仓 |
| IEFA | ISHARES TR | $162.60万 | 0.90% | 16,836 | 551 | 3.4% | $5.32万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $144.24万 | 0.79% | 39,410 | 39,410 | — | $144.24万 | 新建仓 |
| QUAL | ISHARES TR | $138.53万 | 0.76% | 6,313 | -6,237 | -49.7% | -$136.86万 | 减仓 |
| IDEF | BLACKROCK ETF TRUST | $136.07万 | 0.75% | 42,815 | 6,663 | 18.4% | $21.18万 | 加仓 |
| LMUB | ISHARES TR | $135.93万 | 0.75% | 26,539 | 7,647 | 40.5% | $39.17万 | 加仓 |
| IYW | ISHARES TR | $121.26万 | 0.67% | 4,808 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $118.04万 | 0.65% | 2,359 | -10 | -0.4% | -$5,004 | 减仓 |
| TLH | ISHARES TR | $114.93万 | 0.63% | 11,453 | -1,691 | -12.9% | -$16.97万 | 减仓 |
| IJH | ISHARES TR | $109.78万 | 0.60% | 14,237 | -3,600 | -20.2% | -$27.76万 | 减仓 |
| MBB | ISHARES TR | $108.86万 | 0.60% | 11,517 | 1,776 | 18.2% | $16.79万 | 加仓 |
| GOVT | ISHARES TR | $107.75万 | 0.59% | 47,299 | 7,261 | 18.1% | $16.54万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $101.75万 | 0.56% | 2,750 | -10 | -0.4% | -$3,700 | 减仓 |
| IWB | ISHARES TR | $93.12万 | 0.51% | 2,274 | 39 | 1.7% | $1.60万 | 加仓 |
| MSFT | MICROSOFT CORP | $90.94万 | 0.50% | 2,438 | -33 | -1.3% | -$1.23万 | 减仓 |
| ITA | ISHARES TR | $88.77万 | 0.49% | 3,662 | 681 | 22.8% | $16.51万 | 加仓 |
| IALT | BLACKROCK ETF TRUST | $85.88万 | 0.47% | 30,617 | 30,617 | — | $85.88万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $82.46万 | 0.45% | 4,121 | 47 | 1.2% | $9,405 | 加仓 |
| OEF | ISHARES TR | $76.00万 | 0.42% | 2,077 | -87 | -4.0% | -$3.18万 | 减仓 |
| AAPL | APPLE INC | $71.69万 | 0.40% | 2,478 | 4 | 0.2% | $1,157 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $71.47万 | 0.39% | 9,736 | 55 | 0.6% | $4,037 | 加仓 |
| GGOV | BLACKROCK ETF TRUST II | $71.47万 | 0.39% | 14,211 | 14,211 | — | $71.47万 | 新建仓 |
| VXUS | VANGUARD STAR FDS | $62.04万 | 0.34% | 7,257 | -20 | -0.3% | -$1,710 | 减仓 |
| AMZN | AMAZON COM INC | $60.75万 | 0.33% | 2,549 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $46.54万 | 0.26% | 6,163 | 145 | 2.4% | $1.09万 | 加仓 |
| EMXC | ISHARES INC | $42.32万 | 0.23% | 4,137 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $39.31万 | 0.22% | 4,075 | 1,725 | 73.4% | $16.64万 | 加仓 |
| IWF | ISHARES TR | $34.57万 | 0.19% | 2,784 | 372 | 15.4% | $4.62万 | 加仓 |
| TFI | SPDR SERIES TRUST | $32.85万 | 0.18% | 7,173 | -6,922 | -49.1% | -$31.70万 | 减仓 |
| AMAT | APPLIED MATLS INC | $27.46万 | 0.15% | 380 | 2 | 0.5% | $1,445 | 加仓 |
| IWM | ISHARES TR | $26.64万 | 0.15% | 887 | -234 | -20.9% | -$7.03万 | 减仓 |
| HEFA | ISHARES TR | $19.79万 | 0.11% | 4,218 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $17.63万 | 0.10% | 1,501 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $17.38万 | 0.10% | 486 | -2 | -0.4% | -$715 | 减仓 |
| GOOG | ALPHABET INC | $16.07万 | 0.09% | 455 | 2 | 0.4% | $706 | 加仓 |
| HD | HOME DEPOT INC | $16.03万 | 0.09% | 455 | -8 | -1.7% | -$2,819 | 减仓 |
| AVGO | BROADCOM INC | $15.85万 | 0.09% | 420 | 1 | 0.2% | $377 | 加仓 |
| INTC | INTEL CORP | $14.66万 | 0.08% | 1,050 | 124 | 13.4% | $1.73万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $14.00万 | 0.08% | 323 | -3 | -0.9% | -$1,301 | 减仓 |
| URI | UNITED RENTALS INC | $13.82万 | 0.08% | 122 | 1 | 0.8% | $1,133 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $13.34万 | 0.07% | 525 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $13.07万 | 0.07% | 109 | 14 | 14.7% | $1.68万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $12.98万 | 0.07% | 2,566 | 499 | 24.1% | $2.52万 | 加仓 |
| EVRG | EVERGY INC | $12.21万 | 0.07% | 1,413 | 1,358 | 2,469.1% | $11.74万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $11.94万 | 0.07% | 2,282 | -7,771 | -77.3% | -$40.67万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $11.54万 | 0.06% | 100 | 3 | 3.1% | $3,463 | 加仓 |
| VB | VANGUARD INDEX FDS | $11.01万 | 0.06% | 363 | 0 | 0.0% | — | 不变 |
| SYSB | ISHARES TR | $10.37万 | 0.06% | 1,169 | 350 | 42.7% | $3.11万 | 加仓 |
| MCD | MCDONALDS CORP | $10.31万 | 0.06% | 381 | -33 | -8.0% | -$8,929 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $10.21万 | 0.06% | 312 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $9.99万 | 0.06% | 1,849 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $9.93万 | 0.05% | 677 | -11 | -1.6% | -$1,613 | 减仓 |
| META | META PLATFORMS INC | $9.80万 | 0.05% | 174 | -8 | -4.4% | -$4,506 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SV | $9.80万 | 0.05% | 2,520 | -4 | -0.2% | -$156 | 减仓 |
| VO | VANGUARD INDEX FDS | $9.73万 | 0.05% | 1,207 | -97 | -7.4% | -$7,818 | 减仓 |
| TSLA | TESLA INC | $9.67万 | 0.05% | 230 | -7 | -3.0% | -$2,944 | 减仓 |
| CAT | CATERPILLAR INC | $9.44万 | 0.05% | 89 | -6 | -6.3% | -$6,363 | 减仓 |
| IWD | ISHARES TR | $9.14万 | 0.05% | 377 | 39 | 11.5% | $9,455 | 加仓 |
| VGT | VANGUARD WORLD FD | $8.99万 | 0.05% | 752 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $8.65万 | 0.05% | 1,237 | 0 | 0.0% | — | 不变 |
| BMO | BANK MONTREAL MEDIUM | $8.61万 | 0.05% | 487 | -22 | -4.3% | -$3,887 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $8.31万 | 0.05% | 143 | -6 | -4.0% | -$3,485 | 减仓 |
| MA | MASTERCARD INCORPORATED | $8.26万 | 0.05% | 161 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $8.21万 | 0.05% | 953 | -1 | -0.1% | -$86 | 减仓 |
| WMT | WALMART INC | $7.69万 | 0.04% | 679 | 1 | 0.1% | $113 | 加仓 |
| MRK | MERCK & CO INC | $7.40万 | 0.04% | 576 | -42 | -6.8% | -$5,399 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $7.39万 | 0.04% | 1,343 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $7.12万 | 0.04% | 394 | 1 | 0.3% | $181 | 加仓 |
| PG | PROCTER & GAMBLE CO | $7.09万 | 0.04% | 483 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $6.94万 | 0.04% | 71 | 0 | 0.0% | — | 不变 |
| DFAE | DIMENSIONAL ETF TRUST | $6.71万 | 0.04% | 1,669 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $6.53万 | 0.04% | 299 | 1 | 0.3% | $218 | 加仓 |
| QCOM | QUALCOMM INC | $5.89万 | 0.03% | 319 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $5.77万 | 0.03% | 29 | -2 | -6.5% | -$3,979 | 减仓 |
| — | EXXON MOBIL CORP | $5.68万 | 0.03% | 415 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $5.40万 | 0.03% | 948 | 2 | 0.2% | $114 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $5.12万 | 0.03% | 123 | 1 | 0.8% | $417 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $5.08万 | 0.03% | 54 | 0 | 0.0% | — | 不变 |