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
CGIB CAPITAL GROUP $8580.00%34 34— $858 新建仓
USIG ISHARES BROAD $8710.00%17 00.0% — 不变
MICC MAGNUM ICE $8970.00%60 00.0% — 不变
BKR BAKER HUGHES $9160.00%15 15— $916 新建仓
FTRE FORTREA HOLDINGS $9610.00%102 00.0% — 不变
EXE EXPAND ENERGY $9880.00%9 9— $988 新建仓
WELL WELLTOWER INC $9890.00%5 5— $989 新建仓
— OCCIDENTAL PETE $1,0730.00%25 00.0% — 不变
D DOMINION ENERGY $1,1130.00%18 18— $1,113 新建仓
OGN ORGANON & CO $1,1170.00%186 00.0% — 不变
APH AMPHENOL CORP $1,1370.00%9 9— $1,137 新建仓
GEO GEO GROUP $1,1600.00%69 00.0% — 不变
APD AIR PRODUCTS $1,1620.00%4 4— $1,162 新建仓
— ATYR PHARMA $1,1700.00%1,500 00.0% — 不变
RUM RUMBLE INC $1,2750.00%250 -2,007-88.9% -$1.02万 减仓
XLB STATE STREET $1,2990.00%26 26— $1,299 新建仓
SOBO SOUTH BOW $1,3330.00%40 00.0% — 不变
— GAMESTOP CORP $1,3360.00%346 00.0% — 不变
IGLB ISHARES 10 $1,3400.00%27 00.0% — 不变
OFRM ONCE UPON $1,3730.00%84 84— $1,373 新建仓
— FARADAY FUTURE $1,3740.00%5,000 00.0% — 不变
SMCI SUPER MICRO $1,3890.00%61 00.0% — 不变
— TRI POINTE $1,4020.00%30 00.0% — 不变
FSLY FASTLY INC $1,4530.00%50 00.0% — 不变
VTRS VIATRIS INC $1,4610.00%108 -110-50.5% -$1,488 减仓
CRM SALESFORCE INC $1,4930.00%8 8— $1,493 新建仓
RIVN RIVIAN AUTOMOTIVE $1,5050.00%100 00.0% — 不变
SMG SCOTTS MIRACLE-GRO $1,5200.00%25 00.0% — 不变
HAFN HAFNIA LTD $1,5200.00%200 00.0% — 不变
QS QUANTUMSCAPE CORP $1,5250.00%239 00.0% — 不变
BITB BITWISE BITCOIN $1,5460.00%42 42— $1,546 新建仓
SCHY SCHWAB INTL $1,5510.00%49 00.0% — 不变
VSNT VERSANT MEDIA $1,5550.00%42 42— $1,555 新建仓
EMHY ISHARES JPMORGAN $1,6540.00%42 00.0% — 不变
ZM ZOOM COMMUNICATIONS $1,6880.00%21 00.0% — 不变
FLOT ISHARES FLOATING $1,7320.00%34 00.0% — 不变
AIG AMERICAN INTL $1,7630.00%23 00.0% — 不变
— KNIGHTSCOPE INC $1,7810.00%427 00.0% — 不变
CNQ CANADIAN NATURAL $1,8030.00%37 37— $1,803 新建仓
ABT ABBOTT LABORATORIES $1,8480.00%18 18— $1,848 新建仓
BHF BRIGHTHOUSE FINANCIAL $1,9160.00%32 1477.8% $838 加仓
DJT TRUMP MEDIA $1,9490.00%210 -14,412-98.6% -$13.38万 减仓
MS MORGAN STANLEY $1,9750.00%12 12— $1,975 新建仓
— ARGENT MID $1,9930.00%62 62— $1,993 新建仓
TWLO TWILIO INC $2,0130.00%16 00.0% — 不变
HEQT SIMPLIFY HEDGED $2,0540.00%65 65— $2,054 新建仓
FTEC FIDELITY MSCI $2,0810.00%10 00.0% — 不变
FLSP FRANKLIN FTSE $2,1490.00%79 79— $2,149 新建仓
VRTX VERTEX PHARMACEUTICALS $2,2330.00%5 5— $2,233 新建仓
ARKQ ARK AUTONOMOUS $2,2490.00%20 00.0% — 不变
NXDR NEXTDOOR HOLDINGS $2,2750.00%1,625 00.0% — 不变
XAR STATE STREER $2,2860.00%9 9— $2,286 新建仓
SIRI SIRIUSXM HOLDINGS $2,3080.00%100 00.0% — 不变
USHY ISHARES BROAD $2,3580.00%64 00.0% — 不变
MP MP MATERIALS $2,4130.00%50 00.0% — 不变
APLE APPLE HOSPITALITY $2,4290.00%211 211— $2,429 新建仓
FLNG FLEX LNG $2,5000.00%84 22.4% $60 加仓
DECK DECKERS OUTDOOR $2,5020.00%25 00.0% — 不变
KYN KAYNE ANDERSON $2,5280.00%177 177— $2,528 新建仓
SCHW SCHWAB CHARLES $2,5370.00%27 00.0% — 不变
AXIAY AXIA ENERGIA $2,5380.00%225 225— $2,538 新建仓
TEM TEMPUS AI $2,5780.00%57 00.0% — 不变
CPB CAMPBELLS CO $2,7840.00%125 00.0% — 不变
CVE CENOVUS ENERGY $2,8390.00%107 107— $2,839 新建仓
GSSC GOLDMAN SACHS $2,8410.00%38 38— $2,841 新建仓
QBTS DWAVE QUANTUM $2,8570.00%198 -600-75.2% -$8,658 减仓
RSP INVESCO S&P $2,8790.00%15 15— $2,879 新建仓
TRGP TARGA RESOURCES $3,0580.00%12 00.0% — 不变
JMIA JUMIA TECHNOLOGIES $3,1460.00%456 00.0% — 不变
RING ISHARES MSCI $3,1590.00%40 40— $3,159 新建仓
LQDH ISHARES INTEREST $3,2320.00%35 00.0% — 不变
IRS IRSA INVERSIONES $3,2420.00%200 00.0% — 不变
TD TORONTO DOMINION $3,2660.00%35 00.0% — 不变
GNTX GENTEX CORP $3,2780.00%150 00.0% — 不变
SRLN STATE STREET $3,3320.00%83 00.0% — 不变
CTA SIMPLIFY MANAGED $3,4790.00%115 115— $3,479 新建仓
ADAM ADAMAS TRUST $3,5110.00%477 00.0% — 不变
STLA STELLANTIS NV $3,5450.00%500 00.0% — 不变
EFC ELLINGTON FINANCIAL $3,5550.00%300 00.0% — 不变
HEZU ISHARES CURRENCY $3,6270.00%83 83— $3,627 新建仓
VTS VITESSE ENERGY $3,6320.00%200 00.0% — 不变
HQH ABRDN HEALTHCARE $3,6650.00%206 63.0% $107 加仓
BIIB BIOGEN INC $3,6670.00%20 00.0% — 不变
FTNT FORTINET INC $3,6770.00%45 00.0% — 不变
TDV PROSHARES S&P $3,7390.00%44 44— $3,739 新建仓
GIL GILDAN ACTIVEWEAR $3,7630.00%68 00.0% — 不变
CBRE CBRE GROUP $3,7930.00%28 00.0% — 不变
SNDK SANDISK CORP $3,8120.00%6 6— $3,812 新建仓
SDCI USCF SUMMERHAVEN $3,8140.00%140 140— $3,814 新建仓
DX DYNEX CAPITAL $3,8280.00%300 00.0% — 不变
HIVE HIVE DIGITAL $3,8460.00%2,024 2,024— $3,846 新建仓
MNKD MANNKIND CORP $3,8470.00%1,570 00.0% — 不变
EWJ ISHARES MSCI $3,8840.00%46 46— $3,884 新建仓
HYDB ISHARES HIGH $4,1400.00%89 -313-77.9% -$1.46万 减仓
JPRE JPMORGAN REALTY $4,1500.00%86 00.0% — 不变
HYD VANECK HIGH $4,2120.00%84 00.0% — 不变
NLY ANNALY CAPITAL $4,2300.00%200 00.0% — 不变
BAH BOOZ ALLEN $4,3700.00%56 00.0% — 不变
XLP STATE STREET $4,4270.00%54 54— $4,427 新建仓
— BITWISE 10 $4,4610.00%100 00.0% — 不变