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 |
|---|---|---|---|---|---|---|---|---|
| BLK | BLACKROCK FDG | $1.08万 | 0.00% | 11 | -5 | -31.2% | -$4,909 | 减仓 |
| VCRB | VANGUARD CORE | $1.11万 | 0.00% | 143 | 143 | — | $1.11万 | 新建仓 |
| XLE | STATE STREET | $1.13万 | 0.00% | 185 | -109 | -37.1% | -$6,677 | 减仓 |
| ELV | ELEVANCE HEALTH | $1.14万 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAPITAL | $1.15万 | 0.00% | 638 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $1.15万 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS | $1.16万 | 0.00% | 422 | 271 | 179.5% | $7,442 | 加仓 |
| IDV | ISHARES INTL | $1.17万 | 0.00% | 274 | 0 | 0.0% | — | 不变 |
| SAFE | SAFEHOLD INC | $1.17万 | 0.00% | 864 | 10 | 1.2% | $135 | 加仓 |
| IWN | ISHARES RUSSELL | $1.18万 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| AGNC | AGNC INVESTMENT | $1.19万 | 0.00% | 1,183 | -44 | -3.6% | -$441 | 减仓 |
| DE | DEERE & CO | $1.19万 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES ESG | $1.20万 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| XLC | STATE STREET | $1.21万 | 0.00% | 109 | 109 | — | $1.21万 | 新建仓 |
| IWP | ISHARES RUSSELL | $1.21万 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC | $1.24万 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $1.25万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL MYERS | $1.26万 | 0.00% | 208 | 1 | 0.5% | $61 | 加仓 |
| TER | TERADYNE INC | $1.28万 | 0.00% | 43 | 43 | — | $1.28万 | 新建仓 |
| XLV | STATE STREET | $1.29万 | 0.00% | 88 | 88 | — | $1.29万 | 新建仓 |
| VEEV | VEEVA SYSTEMS | $1.30万 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETROLEUM | $1.30万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| TRP | TC ENERGY | $1.31万 | 0.00% | 210 | 10 | 5.0% | $626 | 加仓 |
| SHM | STATE STREET | $1.33万 | 0.00% | 279 | 0 | 0.0% | — | 不变 |
| VOYA | VOYA FINANCIAL | $1.35万 | 0.00% | 197 | 0 | 0.0% | — | 不变 |
| RDDT | REDDIT INC | $1.35万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| JGLO | JPMORGAN GLOBAL | $1.38万 | 0.00% | 211 | -242 | -53.4% | -$1.58万 | 减仓 |
| ECHO | ECHOSTAR CORP | $1.40万 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| DLTR | DOLLAR TREE | $1.41万 | 0.00% | 129 | 0 | 0.0% | — | 不变 |
| FNF | FIDELITY NATIONAL | $1.41万 | 0.00% | 305 | 0 | 0.0% | — | 不变 |
| IYE | ISHARES U S | $1.42万 | 0.00% | 219 | -184 | -45.7% | -$1.19万 | 减仓 |
| MET | METLIFE INC | $1.44万 | 0.00% | 203 | -247 | -54.9% | -$1.75万 | 减仓 |
| JEPQ | JPMORGAN | $1.44万 | 0.00% | 259 | 0 | 0.0% | — | 不变 |
| COMT | ISHARES GSCI | $1.44万 | 0.00% | 427 | -336 | -44.0% | -$1.14万 | 减仓 |
| SCHD | SCHWAB US | $1.46万 | 0.00% | 476 | 476 | — | $1.46万 | 新建仓 |
| RIOT | RIOT PLATFORMS | $1.46万 | 0.00% | 1,185 | 0 | 0.0% | — | 不变 |
| LVS | LAS VEGAS SANDS | $1.49万 | 0.00% | 276 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS | $1.49万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD SHORT | $1.50万 | 0.00% | 191 | 191 | — | $1.50万 | 新建仓 |
| MFC | MANULIFE FINANCIAL | $1.50万 | 0.00% | 435 | 3 | 0.7% | $103 | 加仓 |
| AXTA | AXALTA COATING | $1.51万 | 0.00% | 544 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $1.53万 | 0.00% | 268 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $1.53万 | 0.00% | 171 | -8 | -4.5% | -$717 | 减仓 |
| ALLE | ALLEGION PUBLIC | $1.54万 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| FALN | ISHARES FALLEN | $1.57万 | 0.00% | 587 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB US | $1.57万 | 0.00% | 539 | 539 | — | $1.57万 | 新建仓 |
| FUBO | FUBOTV INC | $1.59万 | 0.00% | 1,677 | 1,677 | — | $1.59万 | 新建仓 |
| CPAY | CORPAY INC | $1.60万 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| ARKF | ARK BLOCKCHAIN | $1.61万 | 0.00% | 423 | 0 | 0.0% | — | 不变 |
| AJG | ARTHUR J | $1.65万 | 0.00% | 76 | 4 | 5.6% | $866 | 加仓 |
| CW | CURTISS WRIGHT CORP DE | $1.65万 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES BIOTECHNOLOGY | $1.69万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| NLR | VANECK URANIUM | $1.69万 | 0.00% | 127 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES CORE | $1.69万 | 0.00% | 119 | 119 | — | $1.69万 | 新建仓 |
| FOXA | FOX CORP | $1.70万 | 0.00% | 291 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $1.74万 | 0.00% | 153 | -100 | -39.5% | -$1.13万 | 减仓 |
| BLCR | ISHARES LARGE | $1.75万 | 0.00% | 425 | 425 | — | $1.75万 | 新建仓 |
| SECT | MAIN SECTOR | $1.75万 | 0.00% | 290 | 290 | — | $1.75万 | 新建仓 |
| STWD | STARWOOD PROPERTY | $1.77万 | 0.01% | 1,028 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES | $1.78万 | 0.01% | 128 | 7 | 5.8% | $974 | 加仓 |
| — | MILESTONE PHARMACEUTICAL | $1.78万 | 0.01% | 15,000 | 15,000 | — | $1.78万 | 新建仓 |
| IFRA | ISHARES TRUST | $1.80万 | 0.01% | 315 | -210 | -40.0% | -$1.20万 | 减仓 |
| MDLZ | MONDELEZ INTERNATIONAL | $1.80万 | 0.01% | 313 | 11 | 3.6% | $634 | 加仓 |
| TXRH | TEXAS ROADHOUSE | $1.82万 | 0.01% | 110 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $1.84万 | 0.01% | 339 | 1 | 0.3% | $54 | 加仓 |
| DOW | DOW INC | $1.84万 | 0.01% | 441 | 241 | 120.5% | $1.00万 | 加仓 |
| LPX | LA PAC CORP | $1.84万 | 0.01% | 253 | 1 | 0.4% | $73 | 加仓 |
| SAM | BOSTON BEER | $1.84万 | 0.01% | 80 | 0 | 0.0% | — | 不变 |
| BBUS | JPMORGAN BETABUILDERS | $1.89万 | 0.01% | 161 | -131 | -44.9% | -$1.54万 | 减仓 |
| LITE | LUMENTUM HOLDINGS | $1.90万 | 0.01% | 27 | 27 | — | $1.90万 | 新建仓 |
| DSI | ISHARES ESG | $1.90万 | 0.01% | 157 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $1.92万 | 0.01% | 221 | 0 | 0.0% | — | 不变 |
| BBHY | JPMORGAN BETABUILDERS | $1.95万 | 0.01% | 425 | -31 | -6.8% | -$1,421 | 减仓 |
| BBAI | BIGBEAR AI | $1.98万 | 0.01% | 5,626 | 0 | 0.0% | — | 不变 |
| UEC | URANIUM ENERGY | $1.99万 | 0.01% | 1,472 | 0 | 0.0% | — | 不变 |
| SGOL | ABRDN STANDARD | $1.99万 | 0.01% | 446 | 0 | 0.0% | — | 不变 |
| ARKW | ARK NEXT | $2.00万 | 0.01% | 166 | 0 | 0.0% | — | 不变 |
| CORT | CORCEPT THERAPEUTICS | $2.02万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| PZA | INVESCO NATIONAL | $2.02万 | 0.01% | 878 | -1,564 | -64.0% | -$3.59万 | 减仓 |
| BROS | DUTCH BROS | $2.03万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| FTV | FORTIVE CORP | $2.06万 | 0.01% | 373 | 0 | 0.0% | — | 不变 |
| SPH | SUBURBAN PROPANE | $2.07万 | 0.01% | 1,052 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $2.08万 | 0.01% | 224 | 0 | 0.0% | — | 不变 |
| CTSH | COGNIZANT TECH | $2.09万 | 0.01% | 341 | 0 | 0.0% | — | 不变 |
| AIQ | GLOBAL X | $2.10万 | 0.01% | 450 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE | $2.12万 | 0.01% | 292 | 0 | 0.0% | — | 不变 |
| BEP | BROOKFIELD RENEWABLE | $2.13万 | 0.01% | 652 | 0 | 0.0% | — | 不变 |
| CI | CIGNA GROUP | $2.13万 | 0.01% | 80 | 0 | 0.0% | — | 不变 |
| — | ISHARES GENOMICS | $2.18万 | 0.01% | 750 | 0 | 0.0% | — | 不变 |
| IYH | ISHARES U S | $2.19万 | 0.01% | 355 | -273 | -43.5% | -$1.68万 | 减仓 |
| PANW | PALO ALTO | $2.20万 | 0.01% | 137 | -824 | -85.7% | -$13.21万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS | $2.23万 | 0.01% | 445 | -411 | -48.0% | -$2.06万 | 减仓 |
| BIV | VANGUARD INTERMEDIATE | $2.25万 | 0.01% | 291 | 291 | — | $2.25万 | 新建仓 |
| EME | EMCOR GROUP | $2.29万 | 0.01% | 31 | -296 | -90.5% | -$21.85万 | 减仓 |
| SCCR | SCHWAB CORE | $2.29万 | 0.01% | 890 | 890 | — | $2.29万 | 新建仓 |
| AGX | ARGAN INC | $2.29万 | 0.01% | 42 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS | $2.31万 | 0.01% | 67 | 4 | 6.3% | $1,382 | 加仓 |
| INTU | INTUIT INC | $2.39万 | 0.01% | 55 | -2,434 | -97.8% | -$105.69万 | 减仓 |
| SONY | SONY GROUP | $2.40万 | 0.01% | 1,160 | 0 | 0.0% | — | 不变 |
| HLN | HALEON PLC | $2.42万 | 0.01% | 2,418 | 0 | 0.0% | — | 不变 |