13F 机构持仓

Vision Retirement, LLC

RIDGEWOOD NJ · SEC CIK 0002069023

2026Q22026Q1 更早 9 个季度 🔒
$3.52亿2026Q1 申报市值
648持仓数
51.5%前十大占比 · 第一大 14.1%
100 / 51新建仓 / 清仓
申报市值走势$4.14亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

QQQ 14.1%
AAPL 9.7%
AMZN 6.0%
DIA 4.3%
COST 3.6%
TSLA 3.5%
VOO 2.9%
XLG 2.6%
VYM 2.5%
V 2.2%

2026Q1 买入最多 按季末市值估算

SYK 加仓+$334.31万
VUG 加仓+$159.66万
MU 加仓+$99.10万
GEV 加仓+$92.10万
XLG 加仓+$78.49万

2026Q1 卖出最多 按季末市值估算

SIVR 减仓-$167.54万
TCAF 减仓-$127.91万
GLD 减仓-$127.37万
FICO 清仓-$126.12万
IVV 减仓-$114.52万

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
FICO FAIR ISAAC $00.00%0 -746-100.0% -$126.12万 清仓
NOW SERVICENOW INC $00.00%0 -2,410-100.0% -$36.92万 清仓
BLDR BUILDERS FIRSTSOURCE INC $00.00%0 -2,106-100.0% -$21.67万 清仓
ETN EATON CORP $00.00%0 —— — 申报中断
— CYBER ARK $00.00%0 -334-100.0% -$14.90万 清仓
VST VISTRA CORP $00.00%0 -767-100.0% -$12.37万 清仓
SCHZ SCHWAB AGGREGATE $00.00%0 -4,094-100.0% -$9.57万 清仓
MTB M&T BANK $00.00%0 -369-100.0% -$7.43万 清仓
SPOT SPOTIFY TECHNOLOGY $00.00%0 -107-100.0% -$6.21万 清仓
CMG CHIPOTLE MEXICAN $00.00%0 -1,491-100.0% -$5.52万 清仓
— FUBOTV INC $00.00%0 -20,140-100.0% -$5.08万 清仓
MSTR STRATEGY INC $00.00%0 -268-100.0% -$4.07万 清仓
SLV ISHARES SILVER $00.00%0 -430-100.0% -$2.77万 清仓
SCHO SCHWAB SHORT $00.00%0 -813-100.0% -$1.98万 清仓
MPC MARATHON PETROLEUM $00.00%0 -102-100.0% -$1.66万 清仓
BUG GLOBAL X $00.00%0 -529-100.0% -$1.61万 清仓
KO COCA COLA COMPANY $00.00%0 -206-100.0% -$1.44万 清仓
WEC WEC ENERGY $00.00%0 -116-100.0% -$1.22万 清仓
QQQI NEOS NASDAQ $00.00%0 -202-100.0% -$1.09万 清仓
SPTL STATE STREET $00.00%0 -373-100.0% -$9,873 清仓
SO SOUTHERN COMPANY $00.00%0 -110-100.0% -$9,554 清仓
XBI STATE STREET $00.00%0 -75-100.0% -$9,174 清仓
AMT AMERICAN TOWER $00.00%0 -50-100.0% -$8,779 清仓
LOWV AB U S $00.00%0 -110-100.0% -$8,620 清仓
VYMI VANGUARD INTL $00.00%0 -94-100.0% -$8,460 清仓
HYFI AB HIGH $00.00%0 -218-100.0% -$8,192 清仓
DUK DUKE ENERGY $00.00%0 -68-100.0% -$8,014 清仓
NVS NOVARTIS AG $00.00%0 -52-100.0% -$7,169 清仓
TLN TALEN ENERGY $00.00%0 -15-100.0% -$5,623 清仓
UAL UNITED AIRLINES $00.00%0 -50-100.0% -$5,591 清仓
BMNR BITMINE IMMERSION $00.00%0 -200-100.0% -$5,430 清仓
AA ALCOA CORP $00.00%0 -100-100.0% -$5,314 清仓
PHR PHREESIA INC $00.00%0 -300-100.0% -$5,076 清仓
ETR ENTERGY CORP $00.00%0 -53-100.0% -$4,899 清仓
QXO QXO INC $00.00%0 —— — 申报中断
WMB WILLIAMS COS $00.00%0 -77-100.0% -$4,628 清仓
AZN ASTRAZENECA PLC $00.00%0 -25-100.0% -$4,627 清仓
— INVESCO DORSEY $00.00%0 -101-100.0% -$4,383 清仓
JOET VIRTUS TERRANOVA $00.00%0 -101-100.0% -$4,227 清仓
— CHICAGO ATLANTIC $00.00%0 -400-100.0% -$4,132 清仓
ILOW AB INTL $00.00%0 -96-100.0% -$4,089 清仓
FBRT FRANKLIN BSP $00.00%0 -400-100.0% -$4,012 清仓
WHR WHIRLPOOL CORP $00.00%0 -55-100.0% -$3,968 清仓
SOLV SOLVENTUM CORP $00.00%0 -50-100.0% -$3,962 清仓
NTNX NUTANIX INC $00.00%0 -54-100.0% -$2,791 清仓
CRMD CORMEDIX INC $00.00%0 -200-100.0% -$2,326 清仓
TTD TRADE DESK $00.00%0 -60-100.0% -$2,278 清仓
SYFI AB SHORT $00.00%0 -59-100.0% -$2,120 清仓
TSSI TSS INC $00.00%0 -200-100.0% -$1,414 清仓
— AKANDA CORP $00.00%0 -40-100.0% -$18 清仓
FISV FISERV INC $00.00%0 0— — 清仓
— SIGHT SCIENCES $00.00%0 0— — 清仓
— BITWISE ETHEREUM $00.00%0 0— — 清仓
— AKANDA CORP $60.00%8 8— $6 新建仓
FCEL FUELCELL ENERGY $70.00%1 00.0% — 不变
— CANOPY GROWTH $90.00%10 00.0% — 不变
HFRO HIGHLAND OPPORTUNITIES $150.00%3 00.0% — 不变
— WW INTL $220.00%2 00.0% — 不变
— ORION PROPERTIES $320.00%15 00.0% — 不变
— PHUNWARE INC $530.00%30 00.0% — 不变
LUMN LUMEN TECHNOLOGIES $1460.00%21 21— $146 新建仓
RMR RMR GROUP $1480.00%10 111.1% $15 加仓
— ORGANIGRAM GLOBAL $1680.00%125 00.0% — 不变
TTWO TAKE-TWO INTERACTIVE $1980.00%1 00.0% — 不变
HYLB XTRACKERS USD $2170.00%6 00.0% — 不变
— DIGIMARC CORP $2460.00%50 00.0% — 不变
AI C3 AI $2530.00%30 00.0% — 不变
— STAR HOLDINGS $2570.00%34 00.0% — 不变
— APTERA MOTORS $2650.00%100 00.0% — 不变
U UNITY SOFTWARE $2850.00%13 00.0% — 不变
LEMB ISHARES JP $2860.00%7 00.0% — 不变
ALNY ALNYLAM PHARMACEUTICALS $3310.00%1 1— $331 新建仓
PINS PINTEREST INC $3660.00%20 00.0% — 不变
GLW CORNING INC $4080.00%3 3— $408 新建仓
NCLH NORWEGIAN CRUISE $4310.00%23 00.0% — 不变
GMED GLOBUS MEDICAL $4310.00%5 00.0% — 不变
CC CHEMOURS COMPANY $4410.00%20 00.0% — 不变
JBLU JETBLUE AIRWAYS $4420.00%100 00.0% — 不变
SHV ISHARES 0-1 $4420.00%4 00.0% — 不变
FG F&G ANNUITIES $4560.00%18 00.0% — 不变
FIS FIDELITY NATIONAL $4690.00%10 10— $469 新建仓
BITQ BITWISE CRYPTO $4900.00%26 00.0% — 不变
IP INTL PAPER $5360.00%15 15— $536 新建仓
PYPL PAYPAL HOLDINGS $5430.00%12 -4-25.0% -$181 减仓
SWK STANLEY BLACK $5680.00%8 8— $568 新建仓
DHR DANAHER CORP $5690.00%3 3— $569 新建仓
HAL HALLIBURTON COMPANY $6240.00%16 16— $624 新建仓
CHTR CHARTER COMMUNICATIONS $6480.00%3 3— $648 新建仓
BTDR BITDEER TECHNOLOGIES $6490.00%75 00.0% — 不变
AMC AMC ENTERTAINMENT $6570.00%670 670— $657 新建仓
SOUN SOUNDHOUND AI $6870.00%100 -400-80.0% -$2,748 减仓
TMAT MAIN THEMATIC $6960.00%30 30— $696 新建仓
DOCU DOCUSIGN INC $7110.00%15 -14-48.3% -$664 减仓
IR INGERSOLL RAND $7210.00%9 9— $721 新建仓
URI UNITED RENTALS $7290.00%1 1— $729 新建仓
FTAI FTAI AVIATION $7350.00%3 3— $735 新建仓
BUYW MAIN BUYWRITE $7500.00%53 53— $750 新建仓
FCX FREEPORT MCMORAN $8230.00%14 14— $823 新建仓
SHY ISHARES 1-3YR $8260.00%10 00.0% — 不变
IEI ISHARES 3-7YR $8300.00%7 00.0% — 不变