Vision Retirement, LLC
RIDGEWOOD NJ · SEC CIK 0002069023
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| PCG | PG&E CORP | $4,480 | 0.00% | 255 | 255 | — | $4,480 | 新建仓 |
| KSS | KOHLS CORP | $4,515 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| SCYB | SCHWAB HIGH | $4,550 | 0.00% | 175 | 175 | — | $4,550 | 新建仓 |
| SLDE | SLIDE INSURANCE | $4,608 | 0.00% | 256 | 0 | 0.0% | — | 不变 |
| DON | WISDOMTREE U S | $4,676 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HOLDINGS | $4,762 | 0.00% | 363 | -7 | -1.9% | -$92 | 减仓 |
| VALE | VALE S A | $4,773 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP | $4,837 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL | $4,869 | 0.00% | 18 | 18 | — | $4,869 | 新建仓 |
| MOV | MOVADO GROUP | $4,884 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES S&P | $4,900 | 0.00% | 46 | 46 | — | $4,900 | 新建仓 |
| AZN | ASTRAZENECA PLC | $4,931 | 0.00% | 25 | 25 | — | $4,931 | 新建仓 |
| — | STRATEGY NASDAQ | $5,020 | 0.00% | 230 | 4 | 1.8% | $87 | 加仓 |
| STX | SEAGATE TECHNOLOGY | $5,093 | 0.00% | 13 | 13 | — | $5,093 | 新建仓 |
| RAL | RALLIANT CORP | $5,157 | 0.00% | 124 | 0 | 0.0% | — | 不变 |
| ACHR | ARCHER AVIATION | $5,170 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| SNAP | SNAP INC | $5,175 | 0.00% | 1,125 | 0 | 0.0% | — | 不变 |
| PYLD | PIMCO ENHANCED | $5,185 | 0.00% | 198 | 198 | — | $5,185 | 新建仓 |
| IGSB | ISHARES 1-5 | $5,256 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| TOTL | STATE STREET | $5,403 | 0.00% | 136 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE | $5,409 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| CLOI | VANECK CLO | $5,449 | 0.00% | 103 | 103 | — | $5,449 | 新建仓 |
| DEM | WISDOMTREE EMERGING | $5,516 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY | $5,519 | 0.00% | 6 | 6 | — | $5,519 | 新建仓 |
| CTO | CTO REALTY | $5,547 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| ARKK | ARK INNOVATION | $5,619 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| TM | TOYOTA MOTOR | $5,635 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| AFRM | AFFIRM HOLDINGS | $5,636 | 0.00% | 123 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD SMALL | $5,649 | 0.00% | 26 | 26 | — | $5,649 | 新建仓 |
| SLYV | STATE STREET | $5,675 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| MKL | MARKEL GROUP | $5,742 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD SMALL | $5,743 | 0.00% | 19 | 19 | — | $5,743 | 新建仓 |
| XYZ | BLOCK INC | $5,838 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| EOG | EOG RESOURCES | $5,886 | 0.00% | 41 | 1 | 2.5% | $144 | 加仓 |
| HUM | HUMANA INC | $5,895 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| TOUS | T ROWE | $5,975 | 0.00% | 173 | 173 | — | $5,975 | 新建仓 |
| CAMT | CAMTEK LTD | $6,143 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| SPYG | STATE STREET | $6,185 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| ARM | ARM HOLDINGS | $6,354 | 0.00% | 42 | -25 | -37.3% | -$3,782 | 减仓 |
| ADI | ANALOG DEVICES | $6,363 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP | $6,392 | 0.00% | 51 | -129 | -71.7% | -$1.62万 | 减仓 |
| SCHA | SCHWAB US | $6,398 | 0.00% | 220 | 0 | 0.0% | — | 不变 |
| BBY | BEST BUY | $6,420 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE | $6,501 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TIPS | $6,511 | 0.00% | 59 | 59 | — | $6,511 | 新建仓 |
| CUBI | CUSTOMERS BANCORP | $6,594 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HOLDINGS | $6,637 | 0.00% | 17 | -67 | -79.8% | -$2.62万 | 减仓 |
| DAL | DELTA AIRLINES | $6,648 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED | $6,785 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| VFLO | VICTORYSHARES FREE | $6,839 | 0.00% | 173 | 173 | — | $6,839 | 新建仓 |
| MXI | ISHARES GLOBAL | $6,904 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES RUSSELL | $6,904 | 0.00% | 22 | 22 | — | $6,904 | 新建仓 |
| SXC | SUNCOKE ENERGY | $7,061 | 0.00% | 1,085 | 0 | 0.0% | — | 不变 |
| — | BLINK CHARGING | $7,086 | 0.00% | 12,500 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES | $7,125 | 0.00% | 43 | -100 | -69.9% | -$1.66万 | 减仓 |
| CVS | CVS HEALTH | $7,182 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| NU | NU HOLDINGS | $7,185 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| VIK | VIKING HOLDINGS | $7,348 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH | $7,391 | 0.00% | 43 | 1 | 2.4% | $172 | 加仓 |
| IWV | ISHARES RUSSELL | $7,414 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE | $7,480 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| BOTZ | GLOBAL X | $7,490 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| ARKX | ARK SPACE | $7,896 | 0.00% | 269 | 239 | 796.7% | $7,015 | 加仓 |
| BR | BROADRIDGE FINANCIAL | $8,124 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| — | XTRACKERS RUSSELL | $8,200 | 0.00% | 139 | 139 | — | $8,200 | 新建仓 |
| LIN | LINDE PLC | $8,212 | 0.00% | 17 | 4 | 30.8% | $1,932 | 加仓 |
| SNPS | SYNOPSYS INC | $8,326 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| NYT | NEW YORK | $8,480 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| — | DUPONT DE | $8,490 | 0.00% | 185 | 85 | 85.0% | $3,901 | 加仓 |
| IEUR | ISHARES CORE | $8,503 | 0.00% | 121 | 121 | — | $8,503 | 新建仓 |
| PTON | PELOTON INTERACTIVE | $8,580 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $8,641 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| DXJ | WISDOMTREE JAPAN | $8,737 | 0.00% | 55 | 20 | 57.1% | $3,177 | 加仓 |
| COPX | GLOBAL X | $8,820 | 0.00% | 116 | 2 | 1.8% | $152 | 加仓 |
| PENN | PENN ENTERTAINMENT | $8,838 | 0.00% | 588 | 0 | 0.0% | — | 不变 |
| PLUG | PLUG POWER | $9,040 | 0.00% | 4,000 | 0 | 0.0% | — | 不变 |
| JOBY | JOBY AVIATION | $9,086 | 0.00% | 1,100 | 0 | 0.0% | — | 不变 |
| KDP | KEURIG DR | $9,110 | 0.00% | 346 | 0 | 0.0% | — | 不变 |
| XLY | STATE STREET | $9,154 | 0.00% | 84 | 84 | — | $9,154 | 新建仓 |
| BBT | BEACON FINANCIAL | $9,270 | 0.00% | 309 | 0 | 0.0% | — | 不变 |
| FLG | FLAGSTAR BANK | $9,403 | 0.00% | 714 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD REAL | $9,492 | 0.00% | 107 | 99 | 1,237.5% | $8,782 | 加仓 |
| AMLP | ALERIAN MLP | $9,521 | 0.00% | 181 | 46 | 34.1% | $2,420 | 加仓 |
| ZBRA | ZEBRA TECHNOLOGIES | $9,618 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| — | CHARGEPOINT HOLDINGS | $9,720 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA | $9,756 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| SMR | NUSCALE POWER | $9,875 | 0.00% | 911 | 911 | — | $9,875 | 新建仓 |
| IXN | ISHARES GLOBAL | $9,997 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO | $1.01万 | 0.00% | 415 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC | $1.02万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| — | ISHARES MORTGAGE | $1.04万 | 0.00% | 208 | 208 | — | $1.04万 | 新建仓 |
| DGRW | WISDOMTREE US | $1.04万 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| BBIN | JPMORGAN BETABUILDERS | $1.05万 | 0.00% | 143 | -86 | -37.6% | -$6,288 | 减仓 |
| IHF | ISHARES U S | $1.05万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| AVEM | AVANTIS EMERGING | $1.05万 | 0.00% | 130 | 130 | — | $1.05万 | 新建仓 |
| NVO | NOVO NORDISK | $1.05万 | 0.00% | 286 | 0 | 0.0% | — | 不变 |
| IXC | ISHARES GLOBAL | $1.05万 | 0.00% | 183 | -159 | -46.5% | -$9,160 | 减仓 |
| — | SEALED AIR | $1.06万 | 0.00% | 252 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS | $1.06万 | 0.00% | 92 | 42 | 84.0% | $4,847 | 加仓 |
| NDAQ | NASDAQ INC | $1.08万 | 0.00% | 127 | 0 | 0.0% | — | 不变 |