13F 机构持仓

Vision Retirement, LLC

RIDGEWOOD NJ · SEC CIK 0002069023

2026Q22026Q1 更早 9 个季度 🔒
$4.14亿2026Q2 申报市值
621持仓数
49.9%前十大占比 · 第一大 15.2%
47 / 77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 15.2%
AAPL 9.5%
AMZN 5.4%
DIA 4.1%
VOO 3.0%
COST 2.9%
TSLA 2.8%
XLG 2.6%
VYM 2.3%
V 2.1%

2026Q2 买入最多 按季末市值估算

MU 加仓+$237.21万
QQQM 加仓+$171.02万
RDVY 加仓+$80.59万
VRT 加仓+$73.27万
IVV 加仓+$70.55万

2026Q2 卖出最多 按季末市值估算

TSLA 减仓-$235.41万
AMZN 减仓-$184.88万
AXON 减仓-$111.34万
TCAF 减仓-$103.69万
ISRG 减仓-$91.98万

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
SOUN SOUNDHOUND AI $6470.00%100 00.0% — 不变
— OCCIDENTAL PETE $6660.00%25 00.0% — 不变
DOCU DOCUSIGN INC $6660.00%15 00.0% — 不变
SHY ISHARES 1-3YR $8210.00%10 00.0% — 不变
IEI ISHARES 3-7YR $8220.00%7 00.0% — 不变
ASTS AST SPACEMOBILE $8890.00%10 10— $889 新建仓
— ATYR PHARMA $8950.00%1,500 00.0% — 不变
— KNIGHTSCOPE INC $9010.00%427 00.0% — 不变
FSLY FASTLY INC $9180.00%50 00.0% — 不变
HYDB ISHARES HIGH $9350.00%20 -69-77.5% -$3,226 减仓
— GAMESTOP CORP $9650.00%346 00.0% — 不变
MICC MAGNUM ICE $1,0450.00%60 00.0% — 不变
— FARADAY FUTURE $1,1520.00%5,000 00.0% — 不变
BTDR BITDEER TECHNOLOGIES $1,1900.00%75 00.0% — 不变
VMBS VANGUARD MORTGAGE $1,2170.00%26 -498-95.0% -$2.33万 减仓
AMC AMC ENTERTAINMENT $1,2730.00%670 00.0% — 不变
XLB STATE STREET $1,3220.00%26 00.0% — 不变
HAFN HAFNIA LTD $1,3280.00%200 00.0% — 不变
BITB BITWISE BITCOIN $1,3380.00%42 00.0% — 不变
SOBO SOUTH BOW $1,4100.00%40 00.0% — 不变
SCHY SCHWAB INTL $1,5550.00%49 00.0% — 不变
RUM RUM GROUP $1,5850.00%250 00.0% — 不变
DJT TRUMP MEDIA $1,6250.00%210 00.0% — 不变
VSNT VERSANT MEDIA $1,6560.00%46 49.5% $144 加仓
SMG SCOTTS MIRACLE-GRO $1,7030.00%25 00.0% — 不变
OFRM ONCE UPON $1,7200.00%84 00.0% — 不变
VTRS VIATRIS INC $1,7230.00%109 10.9% $16 加仓
RIVN RIVIAN AUTOMOTIVE $1,7350.00%100 00.0% — 不变
FTRE FORTREA HOLDINGS $1,7750.00%102 00.0% — 不变
SMCI SUPER MICRO $1,7890.00%61 00.0% — 不变
QS QUANTUMSCAPE CORP $1,8070.00%239 00.0% — 不变
ZM ZOOM COMMUNICATIONS $1,8120.00%21 00.0% — 不变
GEO GEO GROUP $2,0390.00%69 00.0% — 不变
LAES SEALSQ CORP $2,0480.00%650 650— $2,048 新建仓
BHF BRIGHTHOUSE FINANCIAL $2,0900.00%33 13.1% $63 加仓
AIG AMERICAN INTL $2,1950.00%29 626.1% $454 加仓
USHY ISHARES BROAD $2,3690.00%64 00.0% — 不变
AXIAY AXIA ENERGIA $2,3760.00%225 00.0% — 不变
FLNG FLEX LNG $2,4180.00%86 22.4% $56 加仓
KYN KAYNE ANDERSON $2,4480.00%177 00.0% — 不变
SCHW SCHWAB CHARLES $2,4910.00%27 00.0% — 不变
OGN ORGANON & CO $2,5230.00%186 00.0% — 不变
XAR STATE STREER $2,5550.00%9 00.0% — 不变
NNE NANO NUCLEAR $2,6430.00%125 125— $2,643 新建仓
ARKQ ARK AUTONOMOUS $2,6440.00%20 00.0% — 不变
CPB CAMPBELLS CO $2,7840.00%125 00.0% — 不变
MP MP MATERIALS $2,8010.00%50 00.0% — 不变
FTEC FIDELITY MSCI $2,8560.00%10 00.0% — 不变
STLA STELLANTIS NV $2,8700.00%500 00.0% — 不变
SIRI SIRIUSXM HOLDINGS $2,9540.00%100 00.0% — 不变
HOOD ROBINHOOD MARKETS $3,0080.00%30 30— $3,008 新建仓
AAL AMERICAN AIRLINES $3,0180.00%167 167— $3,018 新建仓
IRS IRSA INVERSIONES $3,0880.00%200 00.0% — 不变
VTS VITESSE ENERGY $3,1540.00%200 00.0% — 不变
JMIA JUMIA TECHNOLOGIES $3,2150.00%456 00.0% — 不变
TRGP TARGA RESOURCES $3,2860.00%12 00.0% — 不变
TWLO TWILIO INC $3,3010.00%16 00.0% — 不变
TEM TEMPUS AI $3,3020.00%57 00.0% — 不变
SRLN STATE STREET $3,3440.00%83 00.0% — 不变
BAH BOOZ ALLEN $3,3980.00%56 00.0% — 不变
JPRE JPMORGAN REALTY $3,4560.00%66 -20-23.3% -$1,047 减仓
GIL GILDAN ACTIVEWEAR $3,5140.00%68 00.0% — 不变
APLE APPLE HOSPITALITY $3,5470.00%211 00.0% — 不变
NOBL PROSHARES S&P $3,5850.00%64 -28-30.4% -$1,568 减仓
PCG PG&E CORP $3,6670.00%218 -37-14.5% -$622 减仓
— BITWISE 10 $3,7580.00%100 00.0% — 不变
CBRE CBRE GROUP $3,7710.00%28 00.0% — 不变
GNTX GENTEX CORP $3,7910.00%150 00.0% — 不变
DX DYNEX CAPITAL $3,9330.00%300 00.0% — 不变
EQT EQT CORP $4,0410.00%76 00.0% — 不变
EFC ELLINGTON FINANCIAL $4,0830.00%300 00.0% — 不变
KD KYNDRYL HOLDINGS $4,1060.00%363 00.0% — 不变
HEZU ISHARES CURRENCY $4,1630.00%83 00.0% — 不变
TD TORONTO DOMINION $4,2500.00%35 00.0% — 不变
BIIB BIOGEN INC $4,3210.00%20 00.0% — 不变
HYD VANECK HIGH $4,3270.00%84 00.0% — 不变
NLY ANNALY CAPITAL $4,4720.00%200 00.0% — 不变
ADAM ADAMAS TRUST $4,4740.00%477 00.0% — 不变
XLP STATE STREET $4,4860.00%54 00.0% — 不变
FN FABRINET $4,4970.00%8 8— $4,497 新建仓
WAT WATERS CORP $4,5000.00%12 -87-87.9% -$3.26万 减仓
VALE VALE S A $4,5120.00%300 00.0% — 不变
SCYB SCHWAB HIGH $4,5820.00%175 00.0% — 不变
HQH ABRDN HEALTHCARE $4,6600.00%212 62.9% $132 加仓
TM TOYOTA MOTOR $4,6770.00%28 13.7% $167 加仓
ACHR ARCHER AVIATION $4,7300.00%1,000 00.0% — 不变
AZN ASTRAZENECA PLC $4,7410.00%25 00.0% — 不变
CLS CELESTICA INC $4,7420.00%13 13— $4,742 新建仓
QBTS DWAVE QUANTUM $4,7500.00%198 00.0% — 不变
XLV STATE STREET $4,7600.00%30 -58-65.9% -$9,203 减仓
BABA ALIBABA GROUP $4,8900.00%51 00.0% — 不变
SNAP SNAP INC $4,9950.00%1,125 00.0% — 不变
DON WISDOMTREE U S $5,0300.00%89 00.0% — 不变
BE BLOOM ENERGY $5,1460.00%17 17— $5,146 新建仓
CVE CENOVUS ENERGY $5,1490.00%208 10194.4% $2,500 加仓
IGSB ISHARES 1-5 $5,2410.00%100 00.0% — 不变
HIG HARTFORD INSURANCE $5,3010.00%40 00.0% — 不变
EOG EOG RESOURCES $5,3210.00%41 00.0% — 不变
— STRATEGY NASDAQ $5,3430.00%234 41.7% $91 加仓
TOTL STATE STREET $5,3680.00%136 00.0% — 不变