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 |
|---|---|---|---|---|---|---|---|---|
| KMB | KIMBERLY CLARK | $2.83万 | 0.01% | 258 | 3 | 1.2% | $329 | 加仓 |
| LH | LABCORP HOLDINGS | $2.86万 | 0.01% | 102 | 0 | 0.0% | — | 不变 |
| BROS | DUTCH BROS | $2.87万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| BIL | STATE STREET | $2.90万 | 0.01% | 317 | 0 | 0.0% | — | 不变 |
| AIQ | GLOBAL X | $2.95万 | 0.01% | 450 | 0 | 0.0% | — | 不变 |
| VFLO | VICTORYSHARES FREE | $2.98万 | 0.01% | 652 | 479 | 276.9% | $2.19万 | 加仓 |
| CORO | ISHARES INTL | $3.11万 | 0.01% | 849 | 849 | — | $3.11万 | 新建仓 |
| IRM | IRON MOUNTAIN | $3.12万 | 0.01% | 247 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN | $3.13万 | 0.01% | 507 | 1 | 0.2% | $62 | 加仓 |
| UPS | UNITED PARCEL | $3.14万 | 0.01% | 292 | -15 | -4.9% | -$1,615 | 减仓 |
| TKO | TKO GROUP | $3.15万 | 0.01% | 157 | 0 | 0.0% | — | 不变 |
| VLUE | ISHARES MSCI | $3.16万 | 0.01% | 158 | -14 | -8.1% | -$2,797 | 减仓 |
| GLW | CORNING INC | $3.19万 | 0.01% | 125 | 122 | 4,066.7% | $3.12万 | 加仓 |
| PSX | PHILLIPS 66 | $3.21万 | 0.01% | 190 | 0 | 0.0% | — | 不变 |
| RIOT | RIOT PLATFORMS | $3.24万 | 0.01% | 1,185 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $3.30万 | 0.01% | 225 | -9 | -3.8% | -$1,320 | 减仓 |
| AGX | ARGAN INC | $3.36万 | 0.01% | 42 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $3.43万 | 0.01% | 300 | -4 | -1.3% | -$457 | 减仓 |
| JSI | JANUS HENDERSON | $3.44万 | 0.01% | 672 | 672 | — | $3.44万 | 新建仓 |
| ED | CONSOLIDATED EDISON | $3.45万 | 0.01% | 312 | 0 | 0.0% | — | 不变 |
| DPZ | DOMINOS PIZZA | $3.50万 | 0.01% | 118 | -3 | -2.5% | -$889 | 减仓 |
| MRNA | MODERNA INC | $3.50万 | 0.01% | 500 | 300 | 150.0% | $2.10万 | 加仓 |
| EUHY | ISHARES GLOBAL | $3.54万 | 0.01% | 658 | 658 | — | $3.54万 | 新建仓 |
| CROX | CROCS INC | $3.62万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| BIPC | BROOKFIELD INFRASTRUCTUR | $3.62万 | 0.01% | 941 | 6 | 0.6% | $231 | 加仓 |
| GFLW | VICTORYSHARES FREE | $3.64万 | 0.01% | 1,061 | 1,061 | — | $3.64万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS | $3.66万 | 0.01% | 865 | 420 | 94.4% | $1.78万 | 加仓 |
| JIRE | JPMORGAN | $3.70万 | 0.01% | 449 | -134 | -23.0% | -$1.11万 | 减仓 |
| HONA | HONEYWELL AEROSPACE | $3.74万 | 0.01% | 169 | 169 | — | $3.74万 | 新建仓 |
| IBIT | ISHARES BITCOIN | $3.78万 | 0.01% | 1,134 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL | $3.79万 | 0.01% | 169 | -171 | -50.3% | -$3.84万 | 减仓 |
| ESGE | ISHARES ESG | $3.85万 | 0.01% | 704 | 0 | 0.0% | — | 不变 |
| PRF | INVESCO FTSE | $3.89万 | 0.01% | 720 | 0 | 0.0% | — | 不变 |
| BOCT | INNOVATOR U S | $3.90万 | 0.01% | 735 | 735 | — | $3.90万 | 新建仓 |
| CB | CHUBB LTD | $3.92万 | 0.01% | 115 | 11 | 10.6% | $3,748 | 加仓 |
| CAVA | CAVA GROUP | $3.92万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES | $3.95万 | 0.01% | 92 | 49 | 114.0% | $2.10万 | 加仓 |
| ICE | INTERCONTINENTAL EXCH | $3.96万 | 0.01% | 322 | 0 | 0.0% | — | 不变 |
| FCNCA | FIRST CITIZENS | $3.98万 | 0.01% | 19 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES | $3.98万 | 0.01% | 2,220 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP | $3.98万 | 0.01% | 1,622 | 514 | 46.4% | $1.26万 | 加仓 |
| SPIB | STATE STREET | $4.00万 | 0.01% | 1,195 | 13 | 1.1% | $435 | 加仓 |
| VWO | VANGUARD FSTE | $4.03万 | 0.01% | 676 | 1 | 0.1% | $60 | 加仓 |
| GGOV | BLACKROCK ISHARES | $4.04万 | 0.01% | 804 | 804 | — | $4.04万 | 新建仓 |
| SDY | STATE STREET | $4.06万 | 0.01% | 267 | 1 | 0.4% | $152 | 加仓 |
| MELI | MERCADOLIBRE INC | $4.07万 | 0.01% | 24 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COS | $4.13万 | 0.01% | 125 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO | $4.13万 | 0.01% | 500 | -13 | -2.5% | -$1,074 | 减仓 |
| THC | TENET HEALTHCARE | $4.15万 | 0.01% | 222 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES | $4.19万 | 0.01% | 581 | -33 | -5.4% | -$2,381 | 减仓 |
| DE | DEERE & CO | $4.20万 | 0.01% | 66 | 45 | 214.3% | $2.86万 | 加仓 |
| IALT | ISHARES SYSTEMATIC | $4.23万 | 0.01% | 1,508 | 1,508 | — | $4.23万 | 新建仓 |
| T | AT&T INC | $4.26万 | 0.01% | 2,056 | 1 | 0.0% | $21 | 加仓 |
| SGOL | ABRDN STANDARD | $4.28万 | 0.01% | 1,120 | 674 | 151.1% | $2.58万 | 加仓 |
| SRE | SEMPRA | $4.30万 | 0.01% | 464 | 3 | 0.7% | $278 | 加仓 |
| AVUS | AVANTIS U S | $4.33万 | 0.01% | 338 | 338 | — | $4.33万 | 新建仓 |
| CORT | CORCEPT THERAPEUTICS | $4.35万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| GSLC | GOLDMAN SACHS | $4.36万 | 0.01% | 307 | -99 | -24.4% | -$1.40万 | 减仓 |
| IUSV | ISHARES CORE | $4.38万 | 0.01% | 397 | 1 | 0.3% | $110 | 加仓 |
| UHT | UNIVERSAL HEALTH RLTY | $4.39万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODUCTS | $4.39万 | 0.01% | 1,195 | 8 | 0.7% | $294 | 加仓 |
| O | REALTY INCOME | $4.50万 | 0.01% | 726 | -207 | -22.2% | -$1.28万 | 减仓 |
| GM | GENERAL MOTORS | $4.58万 | 0.01% | 594 | 0 | 0.0% | — | 不变 |
| EEMV | ISHARES MSCI | $4.59万 | 0.01% | 610 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP | $4.61万 | 0.01% | 111 | -5 | -4.3% | -$2,075 | 减仓 |
| LITE | LUMENTUM HOLDINGS | $4.63万 | 0.01% | 54 | 27 | 100.0% | $2.32万 | 加仓 |
| ALL | ALLSTATE CORP | $4.68万 | 0.01% | 197 | 1 | 0.5% | $238 | 加仓 |
| QSR | RESTAURANT BRANDS | $4.75万 | 0.01% | 655 | 0 | 0.0% | — | 不变 |
| OKLO | OKLO INC | $4.78万 | 0.01% | 913 | 72 | 8.6% | $3,768 | 加仓 |
| TER | TERADYNE INC | $4.79万 | 0.01% | 99 | 56 | 130.2% | $2.71万 | 加仓 |
| CSX | CSX CORP | $4.82万 | 0.01% | 1,013 | 3 | 0.3% | $143 | 加仓 |
| BA | BOEING COMPANY | $4.85万 | 0.01% | 224 | 10 | 4.7% | $2,167 | 加仓 |
| MMM | 3M COMPANY | $4.86万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL | $4.88万 | 0.01% | 665 | -32 | -4.6% | -$2,348 | 减仓 |
| XLU | STATE STREET | $4.91万 | 0.01% | 1,084 | 146 | 15.6% | $6,620 | 加仓 |
| IYF | ISHARES U S | $5.10万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $5.13万 | 0.01% | 321 | 0 | 0.0% | — | 不变 |
| IGF | ISHARES GLOBAL | $5.24万 | 0.01% | 787 | 93 | 13.4% | $6,194 | 加仓 |
| VB | VANGUARD SMALL | $5.26万 | 0.01% | 174 | 1 | 0.6% | $302 | 加仓 |
| BAC | BANK AMERICA | $5.39万 | 0.01% | 947 | 2 | 0.2% | $114 | 加仓 |
| ICVT | ISHARES CONV | $5.44万 | 0.01% | 447 | -19 | -4.1% | -$2,313 | 减仓 |
| MGV | VANGUARD MEGA | $5.48万 | 0.01% | 335 | 0 | 0.0% | — | 不变 |
| MPLX | MPLX | $5.62万 | 0.01% | 998 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD INTERMEDIATE | $5.75万 | 0.01% | 696 | 7 | 1.0% | $578 | 加仓 |
| EME | EMCOR GROUP | $5.81万 | 0.01% | 70 | 39 | 125.8% | $3.24万 | 加仓 |
| BND | VANGUARD TOTAL | $5.97万 | 0.01% | 813 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $5.99万 | 0.01% | 2,728 | 0 | 0.0% | — | 不变 |
| WCN | WASTE CONNECTIONS | $6.20万 | 0.01% | 372 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES RUSSELL | $6.24万 | 0.02% | 566 | -29 | -4.9% | -$3,197 | 减仓 |
| EMXC | ISHARES MSCI | $6.38万 | 0.02% | 624 | -214 | -25.5% | -$2.19万 | 减仓 |
| PKW | INVESCO BUYBACK | $6.42万 | 0.02% | 453 | 0 | 0.0% | — | 不变 |
| SYSB | ISHARES SYSTEMATIC | $6.55万 | 0.02% | 738 | -3 | -0.4% | -$266 | 减仓 |
| SYY | SYSCO CORP | $6.69万 | 0.02% | 800 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD UTILITIES | $6.75万 | 0.02% | 345 | 0 | 0.0% | — | 不变 |
| F | FORD MOTOR | $6.80万 | 0.02% | 4,895 | 0 | 0.0% | — | 不变 |
| LMUB | ISHARES LONG | $6.82万 | 0.02% | 1,332 | 1,332 | — | $6.82万 | 新建仓 |
| GBTC | GRAYSCALE BITCOIN | $6.88万 | 0.02% | 1,512 | 95 | 6.7% | $4,324 | 加仓 |
| STLD | STEEL DYNAMICS INC | $6.88万 | 0.02% | 300 | 0 | 0.0% | — | 不变 |
| TFLO | ISHARES TREASURY | $6.93万 | 0.02% | 1,369 | -18 | -1.3% | -$911 | 减仓 |
| — | INVESCO ENERGY | $6.95万 | 0.02% | 2,050 | 0 | 0.0% | — | 不变 |