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 |
|---|---|---|---|---|---|---|---|---|
| SNDK | SANDISK CORP | $1.36万 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| NVO | NOVO NORDISK | $1.37万 | 0.00% | 286 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES RUSSELL | $1.37万 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| SAFE | SAFEHOLD INC | $1.37万 | 0.00% | 874 | 10 | 1.2% | $157 | 加仓 |
| IWP | ISHARES RUSSELL | $1.38万 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| IHF | ISHARES U S | $1.38万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS | $1.39万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| SAM | BOSTON BEER | $1.42万 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| FNF | FIDELITY NATIONAL | $1.44万 | 0.00% | 305 | 0 | 0.0% | — | 不变 |
| IXN | ISHARES GLOBAL | $1.44万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC | $1.47万 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| NLR | VANECK URANIUM | $1.47万 | 0.00% | 127 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD SHORT | $1.49万 | 0.00% | 191 | 0 | 0.0% | — | 不变 |
| XLY | STATE STREET | $1.49万 | 0.00% | 127 | 43 | 51.2% | $5,050 | 加仓 |
| APP | APPLOVIN CORP | $1.49万 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| JAAA | JANUS HENDERSON | $1.49万 | 0.00% | 296 | 296 | — | $1.49万 | 新建仓 |
| IREN | IREN LTD | $1.50万 | 0.00% | 327 | 327 | — | $1.50万 | 新建仓 |
| LOW | LOWES COMPANIES | $1.50万 | 0.00% | 68 | -55 | -44.7% | -$1.21万 | 减仓 |
| JGLO | JPMORGAN GLOBAL | $1.50万 | 0.00% | 211 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS | $1.50万 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH | $1.51万 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB US | $1.51万 | 0.00% | 476 | 0 | 0.0% | — | 不变 |
| CGGO | CAPITAL GROUP | $1.51万 | 0.00% | 357 | 357 | — | $1.51万 | 新建仓 |
| TPYP | TORTOISE NORTH | $1.51万 | 0.00% | 361 | 361 | — | $1.51万 | 新建仓 |
| FOXA | FOX CORP | $1.52万 | 0.00% | 291 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES | $1.52万 | 0.00% | 120 | -8 | -6.2% | -$1,013 | 减仓 |
| SBUX | STARBUCKS CORP | $1.53万 | 0.00% | 150 | -21 | -12.3% | -$2,146 | 减仓 |
| XLC | STATE STREET | $1.56万 | 0.00% | 145 | 36 | 33.0% | $3,863 | 加仓 |
| DLTR | DOLLAR TREE | $1.56万 | 0.00% | 129 | 0 | 0.0% | — | 不变 |
| UEC | URANIUM ENERGY | $1.57万 | 0.00% | 1,472 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN | $1.59万 | 0.00% | 50 | -72 | -59.0% | -$2.29万 | 减仓 |
| ALLE | ALLEGION PUBLIC | $1.60万 | 0.00% | 114 | 8 | 7.5% | $1,124 | 加仓 |
| UL | UNILEVER PLC | $1.61万 | 0.00% | 268 | 0 | 0.0% | — | 不变 |
| ARKF | ARK BLOCKCHAIN | $1.67万 | 0.00% | 423 | 0 | 0.0% | — | 不变 |
| STWD | STARWOOD PROPERTY | $1.68万 | 0.00% | 1,028 | 0 | 0.0% | — | 不变 |
| UI | UBIQUITI INC | $1.71万 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $1.73万 | 0.00% | 221 | 0 | 0.0% | — | 不变 |
| RDDT | REDDIT INC | $1.74万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $1.74万 | 0.00% | 224 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTERNATIONAL | $1.75万 | 0.00% | 302 | -11 | -3.5% | -$636 | 减仓 |
| MFC | MANULIFE FINANCIAL | $1.77万 | 0.00% | 438 | 3 | 0.7% | $122 | 加仓 |
| VOYA | VOYA FINANCIAL | $1.78万 | 0.00% | 197 | 0 | 0.0% | — | 不变 |
| SPH | SUBURBAN PROPANE | $1.80万 | 0.00% | 1,052 | 0 | 0.0% | — | 不变 |
| CPAY | CORPAY INC | $1.83万 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| CW | CURTISS WRIGHT CORP DE | $1.83万 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $1.85万 | 0.00% | 340 | 1 | 0.3% | $54 | 加仓 |
| AXTA | AXALTA COATING | $1.86万 | 0.00% | 544 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES BIOTECHNOLOGY | $1.90万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES CORE | $1.95万 | 0.00% | 119 | 0 | 0.0% | — | 不变 |
| MTZ | MASTEC INC | $1.96万 | 0.00% | 47 | 47 | — | $1.96万 | 新建仓 |
| BBHY | JPMORGAN BETABUILDERS | $1.96万 | 0.00% | 425 | 0 | 0.0% | — | 不变 |
| IFRA | ISHARES TRUST | $1.99万 | 0.00% | 315 | 0 | 0.0% | — | 不变 |
| LPX | LA PAC CORP | $2.00万 | 0.00% | 254 | 1 | 0.4% | $79 | 加仓 |
| — | MILESTONE PHARMACEUTICAL | $2.01万 | 0.00% | 15,000 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION | $2.02万 | 0.00% | 118 | 118 | — | $2.02万 | 新建仓 |
| COP | CONOCOPHILLIPS | $2.02万 | 0.00% | 194 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $2.05万 | 0.00% | 556 | 0 | 0.0% | — | 不变 |
| BBAI | BIGBEAR AI | $2.06万 | 0.00% | 5,626 | 0 | 0.0% | — | 不变 |
| PZA | INVESCO NATIONAL | $2.06万 | 0.00% | 878 | 0 | 0.0% | — | 不变 |
| CASH | PATHWARD FINANCIAL | $2.10万 | 0.01% | 241 | 241 | — | $2.10万 | 新建仓 |
| COIN | COINBASE GLOBAL | $2.11万 | 0.01% | 144 | 0 | 0.0% | — | 不变 |
| TXRH | TEXAS ROADHOUSE | $2.14万 | 0.01% | 111 | 1 | 0.9% | $193 | 加仓 |
| C | CITIGROUP INC | $2.14万 | 0.01% | 153 | 0 | 0.0% | — | 不变 |
| BBUS | JPMORGAN BETABUILDERS | $2.17万 | 0.01% | 161 | 0 | 0.0% | — | 不变 |
| CI | CIGNA GROUP | $2.21万 | 0.01% | 80 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $2.24万 | 0.01% | 265 | 62 | 30.5% | $5,236 | 加仓 |
| HLN | HALEON PLC | $2.26万 | 0.01% | 2,426 | 8 | 0.3% | $75 | 加仓 |
| SCCR | SCHWAB CORE | $2.28万 | 0.01% | 890 | 0 | 0.0% | — | 不变 |
| FTV | FORTIVE CORP | $2.28万 | 0.01% | 373 | 0 | 0.0% | — | 不变 |
| CGMM | CAPITAL GROUP | $2.28万 | 0.01% | 692 | 692 | — | $2.28万 | 新建仓 |
| FUTY | FIDELITY MSCI | $2.30万 | 0.01% | 394 | 394 | — | $2.30万 | 新建仓 |
| BEP | BROOKFIELD RENEWABLE | $2.31万 | 0.01% | 666 | 14 | 2.1% | $486 | 加仓 |
| CQP | CHENIERE ENERGY | $2.32万 | 0.01% | 380 | 0 | 0.0% | — | 不变 |
| SONY | SONY GROUP | $2.33万 | 0.01% | 1,160 | 0 | 0.0% | — | 不变 |
| FENI | FIDELITY ENHANCED | $2.35万 | 0.01% | 585 | 585 | — | $2.35万 | 新建仓 |
| CRWD | CROWDSTRIKE HOLDINGS | $2.37万 | 0.01% | 31 | 14 | 82.4% | $1.07万 | 加仓 |
| SNY | SANOFI | $2.38万 | 0.01% | 557 | 0 | 0.0% | — | 不变 |
| IYH | ISHARES U S | $2.38万 | 0.01% | 355 | 0 | 0.0% | — | 不变 |
| ARKW | ARK NEXT | $2.40万 | 0.01% | 166 | 0 | 0.0% | — | 不变 |
| HEFA | ISHARES CURRENCY | $2.42万 | 0.01% | 515 | -237 | -31.5% | -$1.11万 | 减仓 |
| CHWY | CHEWY INC | $2.52万 | 0.01% | 1,283 | 0 | 0.0% | — | 不变 |
| — | ISHARES GENOMICS | $2.53万 | 0.01% | 750 | 0 | 0.0% | — | 不变 |
| VMO | INVESCO MUNICIPAL | $2.53万 | 0.01% | 2,567 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO | $2.56万 | 0.01% | 75 | -62 | -45.3% | -$2.11万 | 减仓 |
| BSX | BOSTON SCIENTIFIC | $2.58万 | 0.01% | 604 | 0 | 0.0% | — | 不变 |
| RGA | REINSURANCE GROUP | $2.62万 | 0.01% | 123 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN | $2.63万 | 0.01% | 52 | -63 | -54.8% | -$3.19万 | 减仓 |
| NEE | NEXTERA ENERGY | $2.63万 | 0.01% | 300 | -35 | -10.4% | -$3,072 | 减仓 |
| CGGE | CAPITAL GROUP | $2.65万 | 0.01% | 752 | 752 | — | $2.65万 | 新建仓 |
| EPS | WISDOMTREE U S | $2.66万 | 0.01% | 342 | 342 | — | $2.66万 | 新建仓 |
| GEHC | GE HEALTHCARE | $2.66万 | 0.01% | 416 | -11 | -2.6% | -$704 | 减仓 |
| OTIS | OTIS WORLDWIDE | $2.71万 | 0.01% | 378 | 1 | 0.3% | $72 | 加仓 |
| AMGN | AMGEN INC | $2.72万 | 0.01% | 75 | 0 | 0.0% | — | 不变 |
| CIM | CHIMERA INVT | $2.75万 | 0.01% | 2,064 | 67 | 3.4% | $894 | 加仓 |
| FUBO | FUBOTV INC | $2.77万 | 0.01% | 3,011 | 1,334 | 79.5% | $1.23万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS | $2.78万 | 0.01% | 67 | 0 | 0.0% | — | 不变 |
| GRID | FIRST TRUST | $2.80万 | 0.01% | 146 | 146 | — | $2.80万 | 新建仓 |
| MNST | MONSTER BEVERAGE | $2.81万 | 0.01% | 292 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY | $2.82万 | 0.01% | 108 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC | $2.83万 | 0.01% | 325 | 3 | 0.9% | $261 | 加仓 |