Vision Retirement, LLC
RIDGEWOOD NJ · SEC CIK 0002069023
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| BPRE | BLUEROCK PRIVATE | $5,464 | 0.00% | 420 | 420 | — | $5,464 | 新建仓 |
| QXO | QXO INC | $5,616 | 0.00% | 325 | 75 | 30.0% | $1,296 | 重新持有 |
| COHR | COHERENT CORP | $5,917 | 0.00% | 15 | 15 | — | $5,917 | 新建仓 |
| NYT | NEW YORK | $5,918 | 0.00% | 85 | -16 | -15.8% | -$1,114 | 减仓 |
| AFRM | AFFIRM HOLDINGS | $5,953 | 0.00% | 73 | -50 | -40.7% | -$4,077 | 减仓 |
| DEM | WISDOMTREE EMERGING | $5,971 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| KSS | KOHLS CORP | $6,202 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD SMALL | $6,318 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| CTO | CTO REALTY | $6,453 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TIPS | $6,456 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| SLYV | STATE STREET | $6,547 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| CAMT | CAMTEK LTD | $6,610 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| NU | NU HOLDINGS | $6,680 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| MNKD | MANNKIND CORP | $6,688 | 0.00% | 1,570 | 0 | 0.0% | — | 不变 |
| ARKK | ARK INNOVATION | $6,719 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT INC | $6,807 | 0.00% | 26 | -29 | -52.7% | -$7,592 | 减仓 |
| MXI | ISHARES GLOBAL | $6,880 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| FIW | FIRST TRUST | $6,900 | 0.00% | 63 | 63 | — | $6,900 | 新建仓 |
| FTNT | FORTINET INC | $6,913 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD SMALL | $6,948 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| AMLP | ALERIAN MLP | $7,000 | 0.00% | 135 | -46 | -25.4% | -$2,385 | 减仓 |
| XLE | STATE STREET | $7,010 | 0.00% | 132 | -53 | -28.6% | -$2,815 | 减仓 |
| HIVE | HIVE DIGITAL | $7,367 | 0.00% | 2,024 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC | $7,372 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| DSI | ISHARES ESG | $7,429 | 0.00% | 52 | -105 | -66.9% | -$1.50万 | 减仓 |
| CUBI | CUSTOMERS BANCORP | $7,515 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| SPYG | STATE STREET | $7,527 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| BBY | BEST BUY | $7,588 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE | $7,639 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED | $7,901 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES | $7,943 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB US | $7,949 | 0.00% | 220 | 0 | 0.0% | — | 不变 |
| — | BLINK CHARGING | $7,998 | 0.00% | 12,500 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD REAL | $8,003 | 0.00% | 83 | -24 | -22.4% | -$2,314 | 减仓 |
| YUMC | YUM CHINA | $8,174 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE | $8,225 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| CIBR | FIRST TRUST | $8,266 | 0.00% | 92 | 92 | — | $8,266 | 新建仓 |
| BTC | GRAYSCALE BITCOIN | $8,305 | 0.00% | 320 | -758 | -70.3% | -$1.97万 | 减仓 |
| DD | DUPONT DE | $8,352 | 0.00% | 62 | -123 | -66.5% | -$1.66万 | 减仓 |
| TMUS | T-MOBILE US | $8,387 | 0.00% | 50 | 50 | — | $8,387 | 新建仓 |
| PFE | PFIZER INC | $8,428 | 0.00% | 350 | -715 | -67.1% | -$1.72万 | 减仓 |
| GPZ | VANECK ALTERNATIVE | $8,448 | 0.00% | 394 | 394 | — | $8,448 | 新建仓 |
| IWV | ISHARES RUSSELL | $8,528 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| BOTZ | GLOBAL X | $8,555 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $8,622 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| SXC | SUNCOKE ENERGY | $8,732 | 0.00% | 1,085 | 0 | 0.0% | — | 不变 |
| COPX | GLOBAL X | $8,893 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| IXC | ISHARES GLOBAL | $8,990 | 0.00% | 183 | 0 | 0.0% | — | 不变 |
| RAL | RALLIANT CORP | $9,130 | 0.00% | 124 | 0 | 0.0% | — | 不变 |
| SMR | NUSCALE POWER | $9,137 | 0.00% | 911 | 0 | 0.0% | — | 不变 |
| ARKX | ARK SPACE | $9,179 | 0.00% | 269 | 0 | 0.0% | — | 不变 |
| STRL | 9STERLING INFRASTRUCTURE | $9,233 | 0.00% | 11 | 11 | — | $9,233 | 新建仓 |
| DOV | DOVER CORP | $9,319 | 0.00% | 42 | 1 | 2.4% | $222 | 加仓 |
| DAL | DELTA AIRLINES | $9,366 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $9,367 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| BBT | BEACON FINANCIAL | $9,409 | 0.00% | 309 | 0 | 0.0% | — | 不变 |
| FALN | ISHARES FALLEN | $9,534 | 0.00% | 350 | -237 | -40.4% | -$6,456 | 减仓 |
| AIRR | FIRST TRUST | $9,594 | 0.00% | 72 | 72 | — | $9,594 | 新建仓 |
| DXJ | WISDOMTREE JAPAN | $9,600 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETROLEUM | $9,714 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| JOBY | JOBY AVIATION | $9,812 | 0.00% | 1,100 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO | $9,935 | 0.00% | 415 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC | $1.00万 | 0.00% | 127 | 0 | 0.0% | — | 不变 |
| ALAI | ALGER AI | $1.03万 | 0.00% | 226 | 226 | — | $1.03万 | 新建仓 |
| CVS | CVS HEALTH | $1.03万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | ISHARES MORTGAGE | $1.04万 | 0.00% | 208 | 0 | 0.0% | — | 不变 |
| VIK | VIKING HOLDINGS | $1.05万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| FLG | FLAGSTAR BANK | $1.07万 | 0.00% | 714 | 0 | 0.0% | — | 不变 |
| CGNG | CAPITAL GROUP | $1.08万 | 0.00% | 287 | 287 | — | $1.08万 | 新建仓 |
| PLUG | PLUG POWER | $1.08万 | 0.00% | 4,000 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK FDG | $1.09万 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| BBIN | JPMORGAN BETABUILDERS | $1.12万 | 0.00% | 143 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS | $1.12万 | 0.00% | 422 | 0 | 0.0% | — | 不变 |
| IDV | ISHARES INTL | $1.14万 | 0.00% | 274 | 0 | 0.0% | — | 不变 |
| DGRW | WISDOMTREE US | $1.14万 | 0.00% | 119 | 1 | 0.8% | $95 | 加仓 |
| — | INNOVATOR U S | $1.14万 | 0.00% | 305 | 305 | — | $1.14万 | 新建仓 |
| WDC | WESTERN DIGITAL | $1.15万 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| — | CHARGEPOINT HOLDINGS | $1.18万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| PTON | PELOTON INTERACTIVE | $1.18万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAPITAL | $1.18万 | 0.00% | 638 | 0 | 0.0% | — | 不变 |
| DOW | DOW INC | $1.19万 | 0.00% | 434 | -7 | -1.6% | -$191 | 减仓 |
| JEPQ | JPMORGAN | $1.20万 | 0.00% | 196 | -63 | -24.3% | -$3,870 | 减仓 |
| BMY | BRISTOL MYERS | $1.21万 | 0.00% | 209 | 1 | 0.5% | $58 | 加仓 |
| ZBRA | ZEBRA TECHNOLOGIES | $1.21万 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| ECHO | ECHOSTAR CORP | $1.22万 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| IYE | ISHARES U S | $1.24万 | 0.00% | 219 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY | $1.26万 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| LVS | LAS VEGAS SANDS | $1.27万 | 0.00% | 276 | 0 | 0.0% | — | 不变 |
| KTOS | KRATOS DEFENSE | $1.28万 | 0.00% | 256 | -171 | -40.0% | -$8,526 | 减仓 |
| AGNC | AGNC INVESTMENT | $1.29万 | 0.00% | 1,183 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES ESG | $1.30万 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| COMT | ISHARES GSCI | $1.30万 | 0.00% | 427 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYSTEMS | $1.31万 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| CTSH | COGNIZANT TECH | $1.32万 | 0.00% | 341 | 0 | 0.0% | — | 不变 |
| TRP | TC ENERGY | $1.33万 | 0.00% | 200 | -10 | -4.8% | -$663 | 减仓 |
| NOCT | INNOVATOR GROWTH | $1.33万 | 0.00% | 213 | 213 | — | $1.33万 | 新建仓 |
| SHM | STATE STREET | $1.34万 | 0.00% | 279 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $1.35万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| HUM | HUMANA INC | $1.35万 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD FINANCIALS | $1.35万 | 0.00% | 103 | 103 | — | $1.35万 | 新建仓 |