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 |
|---|---|---|---|---|---|---|---|---|
| T | AT&T INC | $5.96万 | 0.02% | 2,055 | -18 | -0.9% | -$522 | 减仓 |
| BND | VANGUARD TOTAL | $5.99万 | 0.02% | 813 | 680 | 511.3% | $5.01万 | 加仓 |
| WCN | WASTE CONNECTIONS | $6.04万 | 0.02% | 372 | 1 | 0.3% | $162 | 加仓 |
| AGG | ISHARES CORE | $6.22万 | 0.02% | 627 | 627 | — | $6.22万 | 新建仓 |
| MO | ALTRIA GROUP | $6.46万 | 0.02% | 978 | -102 | -9.4% | -$6,733 | 减仓 |
| IWD | ISHARES RUSSELL | $6.50万 | 0.02% | 304 | 126 | 70.8% | $2.69万 | 加仓 |
| EMXC | ISHARES MSCI | $6.59万 | 0.02% | 838 | -1,044 | -55.5% | -$8.21万 | 减仓 |
| SYSB | ISHARES SYSTEMATIC | $6.59万 | 0.02% | 741 | 567 | 325.9% | $5.05万 | 加仓 |
| LRCX | LAM RESEARCH | $6.67万 | 0.02% | 312 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $6.70万 | 0.02% | 553 | 0 | 0.0% | — | 不变 |
| ETV | EATON VANCE | $6.83万 | 0.02% | 5,000 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD UTILITIES | $6.84万 | 0.02% | 345 | 0 | 0.0% | — | 不变 |
| TFLO | ISHARES TREASURY | $7.02万 | 0.02% | 1,387 | -1,572 | -53.1% | -$7.96万 | 减仓 |
| — | NUVEEN DYNAMIC | $7.07万 | 0.02% | 6,875 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE | $7.10万 | 0.02% | 308 | 66 | 27.3% | $1.52万 | 加仓 |
| SIVR | ABERDEEN PHYSICAL | $7.17万 | 0.02% | 1,001 | -23,396 | -95.9% | -$167.54万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN | $7.48万 | 0.02% | 1,417 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATERIALS | $7.62万 | 0.02% | 223 | 7 | 3.2% | $2,393 | 加仓 |
| — | HONEYWELL INTL | $7.68万 | 0.02% | 340 | 5 | 1.5% | $1,130 | 加仓 |
| — | EXXON MOBIL | $7.82万 | 0.02% | 461 | -770 | -62.6% | -$13.06万 | 减仓 |
| NOC | NORTHROP GRUMMAN | $7.86万 | 0.02% | 115 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC | $7.95万 | 0.02% | 1,441 | 4 | 0.3% | $221 | 加仓 |
| GME | GAMESTOP CORP | $7.98万 | 0.02% | 3,465 | 0 | 0.0% | — | 不变 |
| — | INVESCO ENERGY | $8.04万 | 0.02% | 2,050 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES SHORT | $8.12万 | 0.02% | 762 | -990 | -56.5% | -$10.54万 | 减仓 |
| IAK | ISHARES U S | $8.27万 | 0.02% | 645 | 10 | 1.6% | $1,282 | 加仓 |
| SPG | SIMON PROPERTY | $8.39万 | 0.02% | 450 | 4 | 0.9% | $746 | 加仓 |
| TLT | ISHARES 20 | $8.42万 | 0.02% | 972 | -857 | -46.9% | -$7.43万 | 减仓 |
| CTVA | CORTEVA INC | $8.49万 | 0.02% | 1,014 | 172 | 20.4% | $1.44万 | 加仓 |
| PM | PHILIP MORRIS | $8.53万 | 0.02% | 516 | -32 | -5.8% | -$5,289 | 减仓 |
| STIP | ISHARES 0-5 | $8.58万 | 0.02% | 830 | -540 | -39.4% | -$5.59万 | 减仓 |
| KODK | EASTMAN KODAK | $8.60万 | 0.02% | 9,500 | 0 | 0.0% | — | 不变 |
| UGI | UGI CORP | $8.78万 | 0.02% | 2,411 | 2,411 | — | $8.78万 | 新建仓 |
| DIS | WALT DISNEY | $8.87万 | 0.03% | 920 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INC | $8.92万 | 0.03% | 1,152 | -137 | -10.6% | -$1.06万 | 减仓 |
| XLF | STATE STREET | $8.94万 | 0.03% | 1,811 | 169 | 10.3% | $8,343 | 加仓 |
| ADP | AUTOMATIC DATA | $8.96万 | 0.03% | 441 | -100 | -18.5% | -$2.03万 | 减仓 |
| HDV | ISHARES CORE | $9.04万 | 0.03% | 666 | -336 | -33.5% | -$4.56万 | 减仓 |
| INTC | INTEL CORP | $9.10万 | 0.03% | 2,062 | -88 | -4.1% | -$3,883 | 减仓 |
| ROST | ROSS STORES | $9.25万 | 0.03% | 427 | 0 | 0.0% | — | 不变 |
| XLI | STATE STREET | $9.59万 | 0.03% | 593 | 64 | 12.1% | $1.04万 | 加仓 |
| PRU | PRUDENTIAL FINANCIAL | $9.73万 | 0.03% | 996 | 1 | 0.1% | $98 | 加仓 |
| IEF | ISHARES 7-10YR | $10.04万 | 0.03% | 1,052 | -542 | -34.0% | -$5.17万 | 减仓 |
| PDI | PIMCO DYNAMIC | $10.18万 | 0.03% | 5,950 | -227 | -3.7% | -$3,884 | 减仓 |
| IJR | ISHARES CORE | $10.57万 | 0.03% | 850 | -767 | -47.4% | -$9.54万 | 减仓 |
| BNY | BANK NEW YORK | $10.81万 | 0.03% | 911 | -86 | -8.6% | -$1.02万 | 减仓 |
| VIS | VANGUARD INDUSTRIALS | $11.24万 | 0.03% | 360 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD FTSE | $11.25万 | 0.03% | 1,755 | 1,755 | — | $11.25万 | 新建仓 |
| BDX | BECTON DICKINSON | $11.60万 | 0.03% | 737 | 0 | 0.0% | — | 不变 |
| EMLC | VANECK JPM | $11.85万 | 0.03% | 4,719 | 2,381 | 101.8% | $5.98万 | 加仓 |
| TJX | TJX COS | $11.85万 | 0.03% | 742 | 95 | 14.7% | $1.52万 | 加仓 |
| ET | ENERGY TRANSFER | $11.91万 | 0.03% | 6,171 | 12 | 0.2% | $232 | 加仓 |
| LQD | ISHARES IBOXX | $12.22万 | 0.03% | 1,121 | -107 | -8.7% | -$1.17万 | 减仓 |
| CSCO | CISCO SYSTEMS | $12.70万 | 0.04% | 1,637 | -144 | -8.1% | -$1.12万 | 减仓 |
| VRT | VERTIV HOLDINGS | $12.81万 | 0.04% | 511 | 102 | 24.9% | $2.56万 | 加仓 |
| BKNG | BOOKING HOLDINGS | $12.86万 | 0.04% | 31 | 1 | 3.3% | $4,150 | 加仓 |
| IUSG | ISHARES S&P | $13.05万 | 0.04% | 841 | 1 | 0.1% | $155 | 加仓 |
| UNP | UNION PACIFIC CORP | $13.21万 | 0.04% | 544 | -27 | -4.7% | -$6,555 | 减仓 |
| AEP | AMERICAN ELECTRIC | $13.26万 | 0.04% | 1,012 | 7 | 0.7% | $917 | 加仓 |
| VTV | VANGUARD VALUE | $13.49万 | 0.04% | 688 | 318 | 85.9% | $6.24万 | 加仓 |
| RTX | RTX CORP | $13.98万 | 0.04% | 725 | 244 | 50.7% | $4.71万 | 加仓 |
| IWF | ISHARES RUSSELL | $14.11万 | 0.04% | 331 | 68 | 25.9% | $2.90万 | 加仓 |
| CIEN | CIENA CORP | $14.25万 | 0.04% | 367 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS | $14.52万 | 0.04% | 1,183 | -75 | -6.0% | -$9,208 | 减仓 |
| ABBV | ABBVIE INC | $14.53万 | 0.04% | 668 | -10 | -1.5% | -$2,175 | 减仓 |
| AXP | AMERICAN EXPRESS | $14.76万 | 0.04% | 488 | 18 | 3.8% | $5,444 | 加仓 |
| IJH | ISHARES CORE | $14.84万 | 0.04% | 2,197 | -128 | -5.5% | -$8,646 | 减仓 |
| MGK | VANGUARD MEGA | $16.35万 | 0.05% | 445 | 0 | 0.0% | — | 不变 |
| BXMT | BLACKSTONE MORTGAGE | $16.51万 | 0.05% | 8,622 | 186 | 2.2% | $3,562 | 加仓 |
| BIDD | ISHARES INTL | $16.53万 | 0.05% | 5,814 | -7,294 | -55.6% | -$20.74万 | 减仓 |
| XLK | STATE STREET | $16.53万 | 0.05% | 1,244 | 270 | 27.7% | $3.59万 | 加仓 |
| JMUB | JPMORGAN | $17.14万 | 0.05% | 3,429 | -3,517 | -50.6% | -$17.58万 | 减仓 |
| EMB | ISHARES JPMORGAN | $17.17万 | 0.05% | 1,827 | -311 | -14.5% | -$2.92万 | 减仓 |
| FDVV | FIDELITY HIGH | $17.73万 | 0.05% | 3,209 | 3,209 | — | $17.73万 | 新建仓 |
| AKRE | PROFESSIONALLY MANAGED | $18.43万 | 0.05% | 3,488 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICAL | $18.78万 | 0.05% | 243 | 0 | 0.0% | — | 不变 |
| ARES | ARES MANAGEMENT | $19.29万 | 0.05% | 1,768 | 342 | 24.0% | $3.73万 | 加仓 |
| AMD | ADVANCED MICRO | $19.59万 | 0.06% | 963 | 132 | 15.9% | $2.69万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY | $19.93万 | 0.06% | 416 | 40 | 10.6% | $1.92万 | 加仓 |
| PG | PROCTER & GAMBLE | $20.83万 | 0.06% | 1,442 | 838 | 138.7% | $12.10万 | 加仓 |
| TMO | THERMO FISHER | $21.18万 | 0.06% | 431 | 1 | 0.2% | $492 | 加仓 |
| MRK | MERCK & COMPANY | $21.29万 | 0.06% | 1,770 | 0 | 0.0% | — | 不变 |
| IGRO | ISHARES INTL | $21.88万 | 0.06% | 2,612 | -2,677 | -50.6% | -$22.43万 | 减仓 |
| BIP | BROOKFIELD INFRASTRUCTRE | $22.25万 | 0.06% | 6,159 | -16 | -0.3% | -$578 | 减仓 |
| GLD | SPDR GOLD | $22.89万 | 0.07% | 532 | -2,960 | -84.8% | -$127.37万 | 减仓 |
| CRDO | CREDO TECHNOLOGY | $23.16万 | 0.07% | 2,467 | 1,874 | 316.0% | $17.59万 | 加仓 |
| — | ISHARES HIGH | $23.72万 | 0.07% | 8,043 | -1,386 | -14.7% | -$4.09万 | 减仓 |
| IWB | ISHARES RUSSELL | $24.82万 | 0.07% | 696 | 96 | 16.0% | $3.42万 | 加仓 |
| GSST | GOLDMAN SACHS | $25.02万 | 0.07% | 4,949 | 249 | 5.3% | $1.26万 | 加仓 |
| PGR | PROGRESSIVE CORP | $25.15万 | 0.07% | 1,269 | -2,944 | -69.9% | -$58.35万 | 减仓 |
| IWM | ISHARES RUSSELL | $25.59万 | 0.07% | 1,032 | 39 | 3.9% | $9,672 | 加仓 |
| CLOA | ISHARES AAA | $26.73万 | 0.08% | 5,157 | 82 | 1.6% | $4,250 | 加仓 |
| MDY | SPDR S&P | $26.86万 | 0.08% | 436 | 2 | 0.5% | $1,232 | 加仓 |
| WMT | WALMART INC | $27.11万 | 0.08% | 2,181 | -883 | -28.8% | -$10.98万 | 减仓 |
| IEFA | ISHARES CORE | $27.97万 | 0.08% | 3,089 | -158 | -4.9% | -$1.43万 | 减仓 |
| SHYM | ISHARES SHORT | $28.21万 | 0.08% | 12,812 | -5,446 | -29.8% | -$11.99万 | 减仓 |
| USMV | ISHARES MSCI | $28.67万 | 0.08% | 3,091 | -130 | -4.0% | -$1.21万 | 减仓 |
| HUBB | HUBBELL INC | $28.71万 | 0.08% | 585 | 585 | — | $28.71万 | 新建仓 |
| PEP | PEPSICO INC | $28.87万 | 0.08% | 1,859 | 1,539 | 480.9% | $23.90万 | 加仓 |
| LPLA | LPL FINANCIAL | $31.38万 | 0.09% | 1,043 | -34 | -3.2% | -$1.02万 | 减仓 |