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 |
|---|---|---|---|---|---|---|---|---|
| VMO | INVESCO MUNICIPAL | $2.44万 | 0.01% | 2,567 | 0 | 0.0% | — | 不变 |
| VLUE | ISHARES MSCI | $2.45万 | 0.01% | 172 | -98 | -36.3% | -$1.39万 | 减仓 |
| KMB | KIMBERLY CLARK | $2.46万 | 0.01% | 255 | 4 | 1.6% | $385 | 加仓 |
| CQP | CHENIERE ENERGY | $2.46万 | 0.01% | 380 | 0 | 0.0% | — | 不变 |
| VMBS | VANGUARD MORTGAGE | $2.46万 | 0.01% | 524 | 498 | 1,915.4% | $2.34万 | 加仓 |
| CROX | CROCS INC | $2.49万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| CIM | CHIMERA INVT | $2.51万 | 0.01% | 1,997 | 55 | 2.8% | $690 | 加仓 |
| RGA | REINSURANCE GROUP | $2.51万 | 0.01% | 123 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL | $2.51万 | 0.01% | 144 | 0 | 0.0% | — | 不变 |
| IRM | IRON MOUNTAIN | $2.52万 | 0.01% | 247 | -4 | -1.6% | -$409 | 减仓 |
| UI | UBIQUITI INC | $2.53万 | 0.01% | 32 | 32 | — | $2.53万 | 新建仓 |
| COP | CONOCOPHILLIPS | $2.56万 | 0.01% | 194 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $2.61万 | 0.01% | 556 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY | $2.62万 | 0.01% | 265 | -458 | -63.3% | -$4.54万 | 减仓 |
| AMGN | AMGEN INC | $2.64万 | 0.01% | 75 | -24 | -24.2% | -$8,444 | 减仓 |
| VLO | VALERO ENERGY | $2.67万 | 0.01% | 108 | 0 | 0.0% | — | 不变 |
| SNY | SANOFI | $2.68万 | 0.01% | 557 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HOLDINGS | $2.72万 | 0.01% | 102 | 0 | 0.0% | — | 不变 |
| BDYN | ISHARES DYNAMIC | $2.88万 | 0.01% | 1,186 | 1,186 | — | $2.88万 | 新建仓 |
| LOW | LOWES COMPANIES | $2.90万 | 0.01% | 123 | 0 | 0.0% | — | 不变 |
| BIL | STATE STREET | $2.90万 | 0.01% | 317 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS | $2.91万 | 0.01% | 67 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE | $2.91万 | 0.01% | 377 | -51 | -11.9% | -$3,936 | 减仓 |
| OKE | ONEOK INC | $2.91万 | 0.01% | 322 | 3 | 0.9% | $271 | 加仓 |
| WAT | WATERS CORP | $2.95万 | 0.01% | 99 | 99 | — | $2.95万 | 新建仓 |
| BTI | BRITISH AMERN | $2.96万 | 0.01% | 506 | 89 | 21.3% | $5,204 | 加仓 |
| PFE | PFIZER INC | $2.99万 | 0.01% | 1,065 | 0 | 0.0% | — | 不变 |
| KTOS | KRATOS DEFENSE | $3.01万 | 0.01% | 427 | 317 | 288.2% | $2.24万 | 加仓 |
| UPS | UNITED PARCEL | $3.02万 | 0.01% | 307 | -144 | -31.9% | -$1.41万 | 减仓 |
| GEHC | GE HEALTHCARE | $3.04万 | 0.01% | 427 | 1 | 0.2% | $71 | 加仓 |
| IDEF | ISHARES DEFENSE | $3.08万 | 0.01% | 942 | 942 | — | $3.08万 | 新建仓 |
| NEE | NEXTERA ENERGY | $3.11万 | 0.01% | 335 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP | $3.13万 | 0.01% | 116 | -19 | -14.1% | -$5,121 | 减仓 |
| TKO | TKO GROUP | $3.16万 | 0.01% | 157 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP | $3.18万 | 0.01% | 1,108 | 45 | 4.2% | $1,292 | 加仓 |
| HEFA | ISHARES CURRENCY | $3.20万 | 0.01% | 752 | -295 | -28.2% | -$1.25万 | 减仓 |
| ESGE | ISHARES ESG | $3.20万 | 0.01% | 704 | -488 | -40.9% | -$2.22万 | 减仓 |
| BTC | GRAYSCALE BITCOIN | $3.23万 | 0.01% | 1,078 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN | $3.36万 | 0.01% | 122 | 12 | 10.9% | $3,302 | 加仓 |
| CB | CHUBB LTD | $3.39万 | 0.01% | 104 | 4 | 4.0% | $1,304 | 加仓 |
| PRF | INVESCO FTSE | $3.42万 | 0.01% | 720 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $3.44万 | 0.01% | 234 | 9 | 4.0% | $1,325 | 加仓 |
| PSX | PHILLIPS 66 | $3.46万 | 0.01% | 190 | 0 | 0.0% | — | 不变 |
| CHWY | CHEWY INC | $3.46万 | 0.01% | 1,283 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB | $3.52万 | 0.01% | 548 | 438 | 398.2% | $2.81万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES | $3.53万 | 0.01% | 2,220 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON | $3.53万 | 0.01% | 312 | 0 | 0.0% | — | 不变 |
| FCNCA | FIRST CITIZENS | $3.60万 | 0.01% | 19 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $3.61万 | 0.01% | 304 | 4 | 1.3% | $474 | 加仓 |
| TRV | TRAVELERS COS | $3.65万 | 0.01% | 125 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD FSTE | $3.65万 | 0.01% | 675 | 621 | 1,150.0% | $3.36万 | 加仓 |
| BIPC | BROOKFIELD INFRASTRUCTUR | $3.69万 | 0.01% | 935 | 8 | 0.9% | $316 | 加仓 |
| BSX | BOSTON SCIENTIFIC | $3.79万 | 0.01% | 604 | 0 | 0.0% | — | 不变 |
| SDY | STATE STREET | $3.89万 | 0.01% | 266 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL | $3.92万 | 0.01% | 697 | -68 | -8.9% | -$3,828 | 减仓 |
| EEMV | ISHARES MSCI | $3.95万 | 0.01% | 610 | -429 | -41.3% | -$2.78万 | 减仓 |
| SPIB | STATE STREET | $3.96万 | 0.01% | 1,182 | 9 | 0.8% | $302 | 加仓 |
| CAVA | CAVA GROUP | $4.04万 | 0.01% | 500 | -33 | -6.2% | -$2,670 | 减仓 |
| UHT | UNIVERSAL HEALTH RLTY | $4.05万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES CORE | $4.05万 | 0.01% | 396 | 2 | 0.5% | $204 | 加仓 |
| ALL | ALLSTATE CORP | $4.06万 | 0.01% | 196 | 1 | 0.5% | $207 | 加仓 |
| WFC | WELLS FARGO | $4.08万 | 0.01% | 513 | 13 | 2.6% | $1,035 | 加仓 |
| CSX | CSX CORP | $4.15万 | 0.01% | 1,010 | 3 | 0.3% | $123 | 加仓 |
| MELI | MERCADOLIBRE INC | $4.15万 | 0.01% | 24 | -7 | -22.6% | -$1.21万 | 减仓 |
| OKLO | OKLO INC | $4.17万 | 0.01% | 841 | 0 | 0.0% | — | 不变 |
| THC | TENET HEALTHCARE | $4.19万 | 0.01% | 222 | 0 | 0.0% | — | 不变 |
| BA | BOEING COMPANY | $4.26万 | 0.01% | 214 | -153 | -41.7% | -$3.05万 | 减仓 |
| XLU | STATE STREET | $4.30万 | 0.01% | 938 | -208 | -18.2% | -$9,545 | 减仓 |
| DPZ | DOMINOS PIZZA | $4.33万 | 0.01% | 121 | -123 | -50.4% | -$4.40万 | 减仓 |
| IBIT | ISHARES BITCOIN | $4.36万 | 0.01% | 1,134 | 134 | 13.4% | $5,148 | 加仓 |
| MMM | 3M COMPANY | $4.36万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD TOTAL | $4.39万 | 0.01% | 914 | 914 | — | $4.39万 | 新建仓 |
| JIRE | JPMORGAN | $4.42万 | 0.01% | 583 | -70 | -10.7% | -$5,302 | 减仓 |
| UBER | UBER TECHNOLOGIES | $4.42万 | 0.01% | 614 | -67 | -9.8% | -$4,819 | 减仓 |
| GM | GENERAL MOTORS | $4.43万 | 0.01% | 594 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $4.48万 | 0.01% | 461 | 3 | 0.7% | $291 | 加仓 |
| EPD | ENTERPRISE PRODUCTS | $4.49万 | 0.01% | 1,187 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD SMALL | $4.53万 | 0.01% | 173 | 55 | 46.6% | $1.44万 | 加仓 |
| BAC | BANK AMERICA | $4.61万 | 0.01% | 945 | 1 | 0.1% | $49 | 加仓 |
| IGF | ISHARES GLOBAL | $4.65万 | 0.01% | 694 | -268 | -27.9% | -$1.80万 | 减仓 |
| IYF | ISHARES U S | $4.71万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| ICVT | ISHARES CONV | $4.74万 | 0.01% | 466 | -374 | -44.5% | -$3.81万 | 减仓 |
| IONQ | IONQ INC | $4.84万 | 0.01% | 1,678 | 0 | 0.0% | — | 不变 |
| QSR | RESTAURANT BRANDS | $4.84万 | 0.01% | 655 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRUMENTS | $4.85万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| MGV | VANGUARD MEGA | $4.86万 | 0.01% | 335 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $4.99万 | 0.01% | 321 | -10 | -3.0% | -$1,555 | 减仓 |
| ICE | INTERCONTINENTAL EXCH | $5.06万 | 0.01% | 322 | 0 | 0.0% | — | 不变 |
| GSLC | GOLDMAN SACHS | $5.08万 | 0.01% | 406 | 99 | 32.2% | $1.24万 | 加仓 |
| HPQ | HP INC | $5.24万 | 0.01% | 2,728 | 0 | 0.0% | — | 不变 |
| STLD | STEEL DYNAMICS INC | $5.40万 | 0.02% | 300 | 0 | 0.0% | — | 不变 |
| F | FORD MOTOR | $5.65万 | 0.02% | 4,895 | 0 | 0.0% | — | 不变 |
| SPHR | SPHERE ENTERTAINMENT | $5.67万 | 0.02% | 483 | 133 | 38.0% | $1.56万 | 加仓 |
| MPLX | MPLX | $5.70万 | 0.02% | 998 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD INTERMEDIATE | $5.70万 | 0.02% | 689 | 115 | 20.0% | $9,510 | 加仓 |
| SYY | SYSCO CORP | $5.71万 | 0.02% | 800 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME | $5.71万 | 0.02% | 933 | 4 | 0.4% | $245 | 加仓 |
| IWR | ISHARES RUSSELL | $5.78万 | 0.02% | 595 | -184 | -23.6% | -$1.79万 | 减仓 |
| RGTI | RIGETTI COMPUTING | $5.79万 | 0.02% | 4,125 | 0 | 0.0% | — | 不变 |
| PKW | INVESCO BUYBACK | $5.95万 | 0.02% | 453 | 0 | 0.0% | — | 不变 |