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 |
|---|---|---|---|---|---|---|---|---|
| IAK | ISHARES U S | $7.09万 | 0.02% | 504 | -141 | -21.9% | -$1.98万 | 减仓 |
| — | NUVEEN DYNAMIC | $7.16万 | 0.02% | 6,875 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $7.22万 | 0.02% | 553 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES RUSSELL | $7.38万 | 0.02% | 304 | 0 | 0.0% | — | 不变 |
| ETV | EATON VANCE | $7.44万 | 0.02% | 5,000 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRUMENTS | $7.51万 | 0.02% | 252 | 2 | 0.8% | $596 | 加仓 |
| GSK | GSK PLC | $7.58万 | 0.02% | 1,445 | 4 | 0.3% | $210 | 加仓 |
| GME | GAMESTOP CORP | $7.65万 | 0.02% | 3,465 | 0 | 0.0% | — | 不变 |
| RGTI | RIGETTI COMPUTING | $7.93万 | 0.02% | 4,105 | -20 | -0.5% | -$386 | 减仓 |
| IONQ | IONQ INC | $7.95万 | 0.02% | 1,493 | -185 | -11.0% | -$9,853 | 减仓 |
| — | EXXON MOBIL | $8.03万 | 0.02% | 587 | 126 | 27.3% | $1.72万 | 加仓 |
| SUB | ISHARES SHORT | $8.11万 | 0.02% | 762 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES 20 | $8.36万 | 0.02% | 967 | -5 | -0.5% | -$432 | 减仓 |
| UGI | UGI CORP | $8.41万 | 0.02% | 2,436 | 25 | 1.0% | $863 | 加仓 |
| PDI | PIMCO DYNAMIC | $8.50万 | 0.02% | 5,091 | -859 | -14.4% | -$1.43万 | 减仓 |
| PGR | PROGRESSIVE CORP | $8.56万 | 0.02% | 392 | -877 | -69.1% | -$19.15万 | 减仓 |
| CTVA | CORTEVA INC | $8.59万 | 0.02% | 1,014 | 0 | 0.0% | — | 不变 |
| XLF | STATE STREET | $8.74万 | 0.02% | 1,630 | -181 | -10.0% | -$9,703 | 减仓 |
| KODK | EASTMAN KODAK | $8.79万 | 0.02% | 9,500 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES 0-5 | $9.00万 | 0.02% | 881 | 51 | 6.1% | $5,210 | 加仓 |
| ADP | AUTOMATIC DATA | $9.05万 | 0.02% | 404 | -37 | -8.4% | -$8,291 | 减仓 |
| MO | ALTRIA GROUP | $9.10万 | 0.02% | 1,264 | 286 | 29.2% | $2.06万 | 加仓 |
| ROST | ROSS STORES | $9.10万 | 0.02% | 428 | 1 | 0.2% | $213 | 加仓 |
| BDX | BECTON DICKINSON | $9.13万 | 0.02% | 603 | -134 | -18.2% | -$2.03万 | 减仓 |
| DIS | WALT DISNEY | $9.33万 | 0.02% | 969 | 49 | 5.3% | $4,716 | 加仓 |
| PM | PHILIP MORRIS | $9.96万 | 0.02% | 551 | 35 | 6.8% | $6,330 | 加仓 |
| SPG | SIMON PROPERTY | $10.14万 | 0.02% | 453 | 3 | 0.7% | $671 | 加仓 |
| IEF | ISHARES 7-10YR | $10.56万 | 0.03% | 1,117 | 65 | 6.2% | $6,147 | 加仓 |
| SIVR | ABRDN PHYSICAL | $10.62万 | 0.03% | 1,889 | 888 | 88.7% | $4.99万 | 加仓 |
| TJX | TJX COS | $10.65万 | 0.03% | 703 | -39 | -5.3% | -$5,911 | 减仓 |
| XLI | STATE STREET | $10.73万 | 0.03% | 579 | -14 | -2.4% | -$2,594 | 减仓 |
| PRU | PRUDENTIAL FINANCIAL | $10.76万 | 0.03% | 997 | 1 | 0.1% | $108 | 加仓 |
| LQD | ISHARES IBOXX | $10.87万 | 0.03% | 997 | -124 | -11.1% | -$1.35万 | 减仓 |
| CRWV | COREWEAVE INC | $11.47万 | 0.03% | 1,152 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER | $11.82万 | 0.03% | 6,182 | 11 | 0.2% | $210 | 加仓 |
| VEA | VANGUARD FTSE | $12.55万 | 0.03% | 1,762 | 7 | 0.4% | $499 | 加仓 |
| IJR | ISHARES CORE | $12.62万 | 0.03% | 851 | 1 | 0.1% | $148 | 加仓 |
| HDV | ISHARES CORE | $12.64万 | 0.03% | 4,610 | 1,280 | 38.4% | $3.51万 | 加仓 |
| VIS | VANGUARD INDUSTRIALS | $12.97万 | 0.03% | 360 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE | $13.02万 | 0.03% | 484 | 176 | 57.1% | $4.73万 | 加仓 |
| BNY | BANK NEW YORK | $13.19万 | 0.03% | 912 | 1 | 0.1% | $145 | 加仓 |
| BXMT | BLACKSTONE MORTGAGE | $13.35万 | 0.03% | 7,877 | -745 | -8.6% | -$1.26万 | 减仓 |
| LRCX | LAM RESEARCH | $13.55万 | 0.03% | 313 | 1 | 0.3% | $433 | 加仓 |
| IDEF | ISHARES DEFENSE | $13.64万 | 0.03% | 4,292 | 3,350 | 355.6% | $10.64万 | 加仓 |
| BKNG | BOOKING HOLDINGS | $13.65万 | 0.03% | 766 | -9 | -1.2% | -$1,603 | 减仓 |
| ARES | ARES MANAGEMENT | $13.69万 | 0.03% | 1,230 | -538 | -30.4% | -$5.99万 | 减仓 |
| EMLC | VANECK JPM | $14.33万 | 0.03% | 5,606 | 887 | 18.8% | $2.27万 | 加仓 |
| AEP | AMERICAN ELECTRIC | $14.45万 | 0.03% | 1,056 | 44 | 4.3% | $6,021 | 加仓 |
| MRVL | MARVELL TECHNOLOGY | $14.60万 | 0.04% | 490 | 225 | 84.9% | $6.70万 | 加仓 |
| UNP | UNION PACIFIC CORP | $14.88万 | 0.04% | 547 | 3 | 0.6% | $816 | 加仓 |
| VTV | VANGUARD VALUE | $15.04万 | 0.04% | 690 | 2 | 0.3% | $436 | 加仓 |
| REGN | REGENERON PHARMACEUTICAL | $15.16万 | 0.04% | 243 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES CORE | $15.46万 | 0.04% | 2,005 | -192 | -8.7% | -$1.48万 | 减仓 |
| IUSG | ISHARES S&P | $15.84万 | 0.04% | 842 | 1 | 0.1% | $188 | 加仓 |
| EMB | ISHARES JPMORGAN | $15.88万 | 0.04% | 1,647 | -180 | -9.9% | -$1.74万 | 减仓 |
| BIDD | ISHARES INTL | $16.28万 | 0.04% | 5,423 | -391 | -6.7% | -$1.17万 | 减仓 |
| IWF | ISHARES RUSSELL | $16.44万 | 0.04% | 1,324 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $16.70万 | 0.04% | 664 | -4 | -0.6% | -$1,006 | 减仓 |
| AMAT | APPLIED MATERIALS | $16.70万 | 0.04% | 231 | 8 | 3.6% | $5,784 | 加仓 |
| AXP | AMERICAN EXPRESS | $16.93万 | 0.04% | 500 | 12 | 2.5% | $4,062 | 加仓 |
| BLCR | ISHARES LARGE | $16.96万 | 0.04% | 3,366 | 2,941 | 692.0% | $14.82万 | 加仓 |
| JMUB | JPMORGAN | $17.37万 | 0.04% | 3,429 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY | $17.71万 | 0.04% | 354 | -62 | -14.9% | -$3.10万 | 减仓 |
| GD | GENERAL DYNAMICS | $17.84万 | 0.04% | 504 | 437 | 652.2% | $15.47万 | 加仓 |
| CIEN | CIENA CORP | $18.00万 | 0.04% | 367 | 0 | 0.0% | — | 不变 |
| AKRE | PROFESSIONALLY MANAGED | $18.55万 | 0.04% | 3,488 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYSTEMS | $19.06万 | 0.05% | 1,623 | -14 | -0.9% | -$1,644 | 减仓 |
| MGK | VANGUARD MEGA | $19.56万 | 0.05% | 2,225 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS | $20.01万 | 0.05% | 1,178 | -5 | -0.4% | -$849 | 减仓 |
| IGRO | ISHARES INTL | $20.52万 | 0.05% | 2,333 | -279 | -10.7% | -$2.45万 | 减仓 |
| PG | PROCTER & GAMBLE | $21.15万 | 0.05% | 1,442 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER | $21.56万 | 0.05% | 430 | -1 | -0.2% | -$501 | 减仓 |
| — | ISHARES HIGH | $22.31万 | 0.05% | 7,668 | -375 | -4.7% | -$1.09万 | 减仓 |
| BIP | BROOKFIELD INFRASTRUCTRE | $22.33万 | 0.05% | 6,118 | -41 | -0.7% | -$1,496 | 减仓 |
| GLD | SPDR GOLD | $22.36万 | 0.05% | 607 | 75 | 14.1% | $2.76万 | 加仓 |
| MRK | MERCK & COMPANY | $22.74万 | 0.05% | 1,770 | 0 | 0.0% | — | 不变 |
| XLK | STATE STREET | $22.78万 | 0.06% | 1,196 | -48 | -3.9% | -$9,144 | 减仓 |
| IWB | ISHARES RUSSELL | $24.57万 | 0.06% | 600 | -96 | -13.8% | -$3.93万 | 减仓 |
| WMT | WALMART INC | $24.74万 | 0.06% | 2,185 | 4 | 0.2% | $453 | 加仓 |
| PEP | PEPSICO INC | $25.11万 | 0.06% | 1,855 | -4 | -0.2% | -$542 | 减仓 |
| GSST | GOLDMAN SACHS | $26.60万 | 0.06% | 5,260 | 311 | 6.3% | $1.57万 | 加仓 |
| KKR | KKR & CO | $28.29万 | 0.07% | 3,082 | -889 | -22.4% | -$8.16万 | 减仓 |
| SHYM | ISHARES SHORT | $28.97万 | 0.07% | 12,906 | 94 | 0.7% | $2,110 | 加仓 |
| CVX | CHEVRON CORP | $29.34万 | 0.07% | 1,770 | 102 | 6.1% | $1.69万 | 加仓 |
| LPLA | LPL FINANCIAL | $29.38万 | 0.07% | 1,043 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES MSCI | $29.96万 | 0.07% | 3,106 | 15 | 0.5% | $1,447 | 加仓 |
| INTC | INTEL CORP | $29.99万 | 0.07% | 2,148 | 86 | 4.2% | $1.20万 | 加仓 |
| IWM | ISHARES RUSSELL | $30.49万 | 0.07% | 1,015 | -17 | -1.6% | -$5,107 | 减仓 |
| MDY | SPDR S&P | $30.68万 | 0.07% | 436 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES CORE | $30.84万 | 0.07% | 3,193 | 104 | 3.4% | $1.00万 | 加仓 |
| CEG | CONSTELLATION ENERGY | $30.91万 | 0.07% | 1,245 | 16 | 1.3% | $3,973 | 加仓 |
| CLOA | ISHARES AAA | $31.08万 | 0.08% | 5,987 | 830 | 16.1% | $4.31万 | 加仓 |
| SPHR | SPHERE ENTERTAINMENT | $31.32万 | 0.08% | 1,810 | 1,327 | 274.7% | $22.96万 | 加仓 |
| RTX | RTX CORP | $31.74万 | 0.08% | 1,673 | 948 | 130.8% | $17.99万 | 加仓 |
| APO | APOLLO GLOBAL | $33.71万 | 0.08% | 2,850 | -1,361 | -32.3% | -$16.10万 | 减仓 |
| IAU | ISHARES GOLD | $34.05万 | 0.08% | 4,509 | 190 | 4.4% | $1.43万 | 加仓 |
| IGEB | ISHARES INVESTMENT | $35.58万 | 0.09% | 7,887 | 474 | 6.4% | $2.14万 | 加仓 |
| QLTA | ISHARES AAA | $36.53万 | 0.09% | 7,688 | -268 | -3.4% | -$1.27万 | 减仓 |
| BALI | ISHARES U S | $37.62万 | 0.09% | 11,121 | 713 | 6.9% | $2.41万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $38.45万 | 0.09% | 1,514 | -11 | -0.7% | -$2,794 | 减仓 |