13F 机构持仓

Vision Retirement, LLC

RIDGEWOOD NJ · SEC CIK 0002069023

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$4.14亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

QQQ 15.2%
AAPL 9.5%
AMZN 5.4%
DIA 4.1%
VOO 3.0%
COST 2.9%
TSLA 2.8%
XLG 2.6%
VYM 2.3%
V 2.1%

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
— TOPBUILD CORP $00.00%0 -2,115-100.0% -$74.30万 清仓
CTAS CINTAS CORP $00.00%0 -4,127-100.0% -$69.81万 清仓
AGG ISHARES CORE $00.00%0 -627-100.0% -$6.22万 清仓
BNDX VANGUARD TOTAL $00.00%0 -914-100.0% -$4.39万 清仓
BDYN ISHARES DYNAMIC $00.00%0 -1,186-100.0% -$2.88万 清仓
BIV VANGUARD INTERMEDIATE $00.00%0 -291-100.0% -$2.25万 清仓
SECT MAIN SECTOR $00.00%0 -290-100.0% -$1.75万 清仓
AJG ARTHUR J $00.00%0 -76-100.0% -$1.65万 清仓
SCHG SCHWAB US $00.00%0 -539-100.0% -$1.57万 清仓
VCRB VANGUARD CORE $00.00%0 -143-100.0% -$1.11万 清仓
— SEALED AIR $00.00%0 -252-100.0% -$1.06万 清仓
AVEM AVANTIS EMERGING $00.00%0 -130-100.0% -$1.05万 清仓
KDP KEURIG DR $00.00%0 -346-100.0% -$9,110 清仓
PENN PENN ENTERTAINMENT $00.00%0 -588-100.0% -$8,838 清仓
IEUR ISHARES CORE $00.00%0 -121-100.0% -$8,503 清仓
— XTRACKERS RUSSELL $00.00%0 -139-100.0% -$8,200 清仓
BR BROADRIDGE FINANCIAL $00.00%0 -50-100.0% -$8,124 清仓
MRSH MARSH $00.00%0 -43-100.0% -$7,391 清仓
IWO ISHARES RUSSELL $00.00%0 -22-100.0% -$6,904 清仓
ARM ARM HOLDINGS $00.00%0 -42-100.0% -$6,354 清仓
TOUS T ROWE $00.00%0 -173-100.0% -$5,975 清仓
MKL MARKEL GROUP $00.00%0 -3-100.0% -$5,742 清仓
LLY ELI LILLY $00.00%0 -6-100.0% -$5,519 清仓
CLOI VANECK CLO $00.00%0 -103-100.0% -$5,449 清仓
PYLD PIMCO ENHANCED $00.00%0 -198-100.0% -$5,185 清仓
MOV MOVADO GROUP $00.00%0 -200-100.0% -$4,884 清仓
SLDE SLIDE INSURANCE $00.00%0 -256-100.0% -$4,608 清仓
EWJ ISHARES MSCI $00.00%0 -46-100.0% -$3,884 清仓
SDCI USCF SUMMERHAVEN $00.00%0 -140-100.0% -$3,814 清仓
TDV PROSHARES S&P $00.00%0 -44-100.0% -$3,739 清仓
CTA SIMPLIFY MANAGED $00.00%0 -115-100.0% -$3,479 清仓
LQDH ISHARES INTEREST $00.00%0 -35-100.0% -$3,232 清仓
RSP INVESCO S&P $00.00%0 -15-100.0% -$2,879 清仓
GSSC GOLDMAN SACHS $00.00%0 -38-100.0% -$2,841 清仓
DECK DECKERS OUTDOOR $00.00%0 -25-100.0% -$2,502 清仓
NXDR NEXTDOOR HOLDINGS $00.00%0 -1,625-100.0% -$2,275 清仓
VRTX VERTEX PHARMACEUTICALS $00.00%0 -5-100.0% -$2,233 清仓
FLSP FRANKLIN FTSE $00.00%0 -79-100.0% -$2,149 清仓
HEQT SIMPLIFY HEDGED $00.00%0 -65-100.0% -$2,054 清仓
— ARGENT MID $00.00%0 -62-100.0% -$1,993 清仓
MS MORGAN STANLEY $00.00%0 -12-100.0% -$1,975 清仓
ABT ABBOTT LABORATORIES $00.00%0 -18-100.0% -$1,848 清仓
CNQ CANADIAN NATURAL $00.00%0 -37-100.0% -$1,803 清仓
FLOT ISHARES FLOATING $00.00%0 -34-100.0% -$1,732 清仓
EMHY ISHARES JPMORGAN $00.00%0 -42-100.0% -$1,654 清仓
CRM SALESFORCE INC $00.00%0 -8-100.0% -$1,493 清仓
— TRI POINTE $00.00%0 -30-100.0% -$1,402 清仓
IGLB ISHARES 10 $00.00%0 -27-100.0% -$1,340 清仓
APD AIR PRODUCTS $00.00%0 -4-100.0% -$1,162 清仓
APH AMPHENOL CORP $00.00%0 -9-100.0% -$1,137 清仓
D DOMINION ENERGY $00.00%0 -18-100.0% -$1,113 清仓
WELL WELLTOWER INC $00.00%0 -5-100.0% -$989 清仓
EXE EXPAND ENERGY $00.00%0 -9-100.0% -$988 清仓
BKR BAKER HUGHES $00.00%0 -15-100.0% -$916 清仓
USIG ISHARES BROAD $00.00%0 -17-100.0% -$871 清仓
CGIB CAPITAL GROUP $00.00%0 -34-100.0% -$858 清仓
FCX FREEPORT MCMORAN $00.00%0 -14-100.0% -$823 清仓
BUYW MAIN BUYWRITE $00.00%0 -53-100.0% -$750 清仓
FTAI FTAI AVIATION $00.00%0 -3-100.0% -$735 清仓
URI UNITED RENTALS $00.00%0 -1-100.0% -$729 清仓
IR INGERSOLL RAND $00.00%0 -9-100.0% -$721 清仓
TMAT MAIN THEMATIC $00.00%0 -30-100.0% -$696 清仓
CHTR CHARTER COMMUNICATIONS $00.00%0 -3-100.0% -$648 清仓
HAL HALLIBURTON COMPANY $00.00%0 -16-100.0% -$624 清仓
DHR DANAHER CORP $00.00%0 -3-100.0% -$569 清仓
SWK STANLEY BLACK $00.00%0 -8-100.0% -$568 清仓
PYPL PAYPAL HOLDINGS $00.00%0 -12-100.0% -$543 清仓
IP INTL PAPER $00.00%0 -15-100.0% -$536 清仓
FIS FIDELITY NATIONAL $00.00%0 -10-100.0% -$469 清仓
JBLU JETBLUE AIRWAYS $00.00%0 -100-100.0% -$442 清仓
SHV ISHARES 0-1 $00.00%0 -4-100.0% -$442 清仓
ALNY ALNYLAM PHARMACEUTICALS $00.00%0 -1-100.0% -$331 清仓
LEMB ISHARES JP $00.00%0 -7-100.0% -$286 清仓
— STAR HOLDINGS $00.00%0 -34-100.0% -$257 清仓
— DIGIMARC CORP $00.00%0 -50-100.0% -$246 清仓
— AKANDA CORP $00.00%0 -8-100.0% -$6 清仓
MTB M&T BANK $00.00%0 0— — 清仓
— CANOPY GROWTH $100.00%10 00.0% — 不变
HFRO HIGHLAND OPPORTUNITIES $190.00%3 00.0% — 不变
— WW INTL $250.00%2 00.0% — 不变
FCEL FUELCELL ENERGY $360.00%1 00.0% — 不变
— ORION PROPERTIES $430.00%15 00.0% — 不变
— PHUNWARE INC $620.00%30 00.0% — 不变
— ORGANIGRAM GLOBAL $1280.00%125 00.0% — 不变
LUMN LUMEN TECHNOLOGIES $1610.00%21 00.0% — 不变
QCOM QUALCOMM INC $1850.00%1 1— $185 新建仓
RING ISHARES MSCI $1940.00%3 -37-92.5% -$2,393 减仓
RMR RMR GROUP $2000.00%10 00.0% — 不变
HYLB XTRACKERS USD $2190.00%6 00.0% — 不变
— APTERA MOTORS $2450.00%100 00.0% — 不变
TTWO TAKE-TWO INTERACTIVE $2500.00%1 00.0% — 不变
AI C3 AI $2730.00%30 00.0% — 不变
U UNITY SOFTWARE $3720.00%13 00.0% — 不变
GMED GLOBUS MEDICAL $3950.00%5 00.0% — 不变
CC CHEMOURS COMPANY $4100.00%20 00.0% — 不变
— DIGIMARC CORP $4110.00%50 50— $411 新建仓
PINS PINTEREST INC $4200.00%20 00.0% — 不变
FG F&G ANNUITIES $4790.00%18 00.0% — 不变
NCLH NORWEGIAN CRUISE $4860.00%23 00.0% — 不变
BITQ BITWISE CRYPTO $6370.00%26 00.0% — 不变