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 |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ | $6,301.95万 | 15.24% | 85,578 | -460 | -0.5% | -$33.87万 | 减仓 |
| AAPL | APPLE INC | $3,915.35万 | 9.47% | 135,311 | 548 | 0.4% | $15.86万 | 加仓 |
| AMZN | AMAZON COM | $2,237.61万 | 5.41% | 93,883 | -7,757 | -7.6% | -$184.88万 | 减仓 |
| DIA | STATE STREET | $1,716.43万 | 4.15% | 32,857 | 348 | 1.1% | $18.18万 | 加仓 |
| VOO | VANGUARD S&P | $1,227.97万 | 2.97% | 17,880 | 799 | 4.7% | $54.87万 | 加仓 |
| COST | COSTCO WHOLESALE | $1,193.98万 | 2.89% | 12,764 | 62 | 0.5% | $5.80万 | 加仓 |
| TSLA | TESLA INC | $1,152.99万 | 2.79% | 27,413 | -5,597 | -17.0% | -$235.41万 | 减仓 |
| XLG | INVESCO S&P | $1,071.50万 | 2.59% | 174,996 | 4,371 | 2.6% | $26.76万 | 加仓 |
| VYM | VANGUARD HIGH | $953.80万 | 2.31% | 60,356 | 530 | 0.9% | $8.38万 | 加仓 |
| V | VISA INC | $869.10万 | 2.10% | 25,332 | 24 | 0.1% | $8,234 | 加仓 |
| NVDA | NVIDIA CORP | $830.58万 | 2.01% | 41,511 | 317 | 0.8% | $6.34万 | 加仓 |
| AVGO | BROADCOM INC | $720.45万 | 1.74% | 19,072 | 335 | 1.8% | $12.65万 | 加仓 |
| SOXX | ISHARES SEMICONDUCTOR | $702.52万 | 1.70% | 10,964 | 217 | 2.0% | $13.90万 | 加仓 |
| GOOG | ALPHABET INC | $685.20万 | 1.66% | 19,393 | 263 | 1.4% | $9.29万 | 加仓 |
| SPY | STATE STREET | $656.38万 | 1.59% | 8,790 | 47 | 0.5% | $3.51万 | 加仓 |
| MU | MICRON TECHNOLOGY | $602.56万 | 1.46% | 5,220 | 2,055 | 64.9% | $237.21万 | 加仓 |
| VGT | VANGUARD INFORMATION | $588.67万 | 1.42% | 49,253 | 2,693 | 5.8% | $32.19万 | 加仓 |
| IVV | ISHARES CORE | $566.48万 | 1.37% | 7,564 | 942 | 14.2% | $70.55万 | 加仓 |
| RDVY | FIRST TRUST | $564.15万 | 1.36% | 69,597 | 9,942 | 16.7% | $80.59万 | 加仓 |
| SMH | VANECK SEMICONDUCTOR | $544.52万 | 1.32% | 8,302 | 1,075 | 14.9% | $70.51万 | 加仓 |
| MA | MASTERCARD INC | $517.79万 | 1.25% | 10,082 | -152 | -1.5% | -$7.81万 | 减仓 |
| CAT | CATERPILLAR INC | $506.10万 | 1.22% | 4,753 | 247 | 5.5% | $26.30万 | 加仓 |
| META | META PLATFORMS | $499.55万 | 1.21% | 8,869 | 142 | 1.6% | $8.00万 | 加仓 |
| MSFT | MICROSOFT CORP | $426.87万 | 1.03% | 11,444 | -250 | -2.1% | -$9.33万 | 减仓 |
| DGRO | ISHARES CORE | $340.38万 | 0.82% | 44,911 | -32 | -0.1% | -$2,425 | 减仓 |
| SYK | STRYKER CORP | $339.34万 | 0.82% | 10,778 | -166 | -1.5% | -$5.23万 | 减仓 |
| GOOGL | ALPHABET INC | $326.09万 | 0.79% | 9,125 | 33 | 0.4% | $1.18万 | 加仓 |
| QQQM | INVESCO NASDAQ | $317.65万 | 0.77% | 10,485 | 5,645 | 116.6% | $171.02万 | 加仓 |
| LMT | LOCKHEED MARTIN | $291.96万 | 0.71% | 5,731 | -252 | -4.2% | -$12.84万 | 减仓 |
| WM | WASTE MANAGEMENT | $273.80万 | 0.66% | 12,285 | 12 | 0.1% | $2,674 | 加仓 |
| VIG | VANGUARD DIVIDEND | $270.00万 | 0.65% | 11,411 | -814 | -6.7% | -$19.26万 | 减仓 |
| IUSB | ISHARES CORE | $264.04万 | 0.64% | 57,214 | 6,503 | 12.8% | $30.01万 | 加仓 |
| GS | GOLDMAN SACHS | $252.39万 | 0.61% | 2,496 | 168 | 7.2% | $16.99万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR | $235.29万 | 0.57% | 4,927 | 26 | 0.5% | $1.24万 | 加仓 |
| VO | VANGUARD MID | $228.58万 | 0.55% | 28,370 | -3,266 | -10.3% | -$26.31万 | 减仓 |
| VUG | VANGUARD GROWTH | $210.36万 | 0.51% | 24,421 | -689 | -2.7% | -$5.94万 | 减仓 |
| DYNF | ISHARES U S | $208.85万 | 0.50% | 30,709 | 4,157 | 15.7% | $28.27万 | 加仓 |
| ITA | ISHARES AEROSPACE | $203.97万 | 0.49% | 8,414 | -23 | -0.3% | -$5,575 | 减仓 |
| IVW | ISHARES S&P | $198.97万 | 0.48% | 14,467 | 2,415 | 20.0% | $33.21万 | 加仓 |
| GEV | GE VERNOVA | $191.92万 | 0.46% | 1,633 | 228 | 16.2% | $26.80万 | 加仓 |
| IEMG | ISHARES CORE | $187.96万 | 0.45% | 22,689 | 2,669 | 13.3% | $22.11万 | 加仓 |
| TT | TRANE TECHNOLOGIES | $178.12万 | 0.43% | 3,626 | 14 | 0.4% | $6,877 | 加仓 |
| AZO | AUTOZONE INC | $178.02万 | 0.43% | 557 | -45 | -7.5% | -$14.38万 | 减仓 |
| EFV | ISHARES MSCI | $177.07万 | 0.43% | 23,131 | 1,199 | 5.5% | $9.18万 | 加仓 |
| IVE | ISHARES S&P | $176.20万 | 0.43% | 7,760 | 753 | 10.7% | $17.10万 | 加仓 |
| KLAC | KLA CORP | $175.73万 | 0.42% | 5,824 | 1,164 | 25.0% | $35.12万 | 加仓 |
| MUB | ISHARES NATIONAL | $163.10万 | 0.39% | 15,155 | 1,455 | 10.6% | $15.66万 | 加仓 |
| QTUM | DEFIANCE QUANTUM | $161.20万 | 0.39% | 9,747 | 763 | 8.5% | $12.62万 | 加仓 |
| VTI | VANGUARD TOTAL | $156.99万 | 0.38% | 4,242 | 291 | 7.4% | $10.77万 | 加仓 |
| QUAL | ISHARES MSCI | $148.47万 | 0.36% | 6,766 | 306 | 4.7% | $6.71万 | 加仓 |
| TDG | TRANSDIGM GROUP | $146.51万 | 0.35% | 1,100 | -29 | -2.6% | -$3.86万 | 减仓 |
| PEG | PUBLIC SERVICE | $142.13万 | 0.34% | 17,512 | -404 | -2.3% | -$3.28万 | 减仓 |
| PWR | QUANTA SERVICES | $140.21万 | 0.34% | 1,947 | 13 | 0.7% | $9,362 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES | $137.52万 | 0.33% | 11,787 | 583 | 5.2% | $6.80万 | 加仓 |
| PTY | PIMCO CORPORATE | $137.25万 | 0.33% | 114,087 | -1,584 | -1.4% | -$1.91万 | 减仓 |
| CRDO | CREDO TECHNOLOGY | $132.17万 | 0.32% | 4,860 | 2,393 | 97.0% | $65.08万 | 加仓 |
| ASML | ASML HOLDING | $124.16万 | 0.30% | 624 | 15 | 2.5% | $2.98万 | 加仓 |
| PCN | PIMCO CORPORATE | $112.55万 | 0.27% | 94,183 | -4,433 | -4.5% | -$5.30万 | 减仓 |
| NFLX | NETFLIX INC | $111.49万 | 0.27% | 15,615 | -190 | -1.2% | -$1.36万 | 减仓 |
| DVY | ISHARES SELECT | $108.28万 | 0.26% | 6,928 | -24 | -0.3% | -$3,751 | 减仓 |
| TCAF | T ROWE | $106.39万 | 0.26% | 25,885 | -25,228 | -49.4% | -$103.69万 | 减仓 |
| MBB | ISHARES MBS | $105.57万 | 0.26% | 11,169 | 594 | 5.6% | $5.61万 | 加仓 |
| NVMI | NOVA LTD | $98.25万 | 0.24% | 1,810 | 29 | 1.6% | $1.57万 | 加仓 |
| HUBB | HUBBELL INC | $97.27万 | 0.24% | 1,859 | 1,274 | 217.8% | $66.66万 | 加仓 |
| TLH | ISHARES 10-20YR | $95.76万 | 0.23% | 9,542 | 869 | 10.0% | $8.72万 | 加仓 |
| HIMU | ISHARES HIGH | $93.07万 | 0.23% | 18,688 | 587 | 3.2% | $2.92万 | 加仓 |
| MCD | MCDONALDS CORP | $90.88万 | 0.22% | 3,362 | -513 | -13.2% | -$13.87万 | 减仓 |
| FIX | COMFORT SYSTEMS USA INC | $90.82万 | 0.22% | 458 | 74 | 19.3% | $14.67万 | 加仓 |
| VRT | VERTIV HOLDINGS | $90.38万 | 0.22% | 2,699 | 2,188 | 428.2% | $73.27万 | 加仓 |
| OEF | ISHARES S&P | $89.11万 | 0.22% | 2,435 | -242 | -9.0% | -$8.86万 | 减仓 |
| GE | GE AEROSPACE | $86.11万 | 0.21% | 2,304 | 98 | 4.4% | $3.66万 | 加仓 |
| BAI | ISHARES A I | $84.43万 | 0.20% | 16,014 | 2,363 | 17.3% | $12.46万 | 加仓 |
| JPM | JPMORGAN CHASE | $83.82万 | 0.20% | 2,561 | -6 | -0.2% | -$1,964 | 减仓 |
| ISRG | INTUITIVE SURGICAL | $79.85万 | 0.19% | 2,008 | -2,313 | -53.5% | -$91.98万 | 减仓 |
| BX | BLACKSTONE INC | $79.81万 | 0.19% | 6,782 | -907 | -11.8% | -$10.67万 | 减仓 |
| AMD | ADVANCED MICRO | $79.06万 | 0.19% | 1,361 | 398 | 41.3% | $23.12万 | 加仓 |
| THRO | ISHARES U S | $77.06万 | 0.19% | 17,874 | 1,621 | 10.0% | $6.99万 | 加仓 |
| GOVT | ISHARES U S | $76.60万 | 0.19% | 33,627 | 5,701 | 20.4% | $12.99万 | 加仓 |
| MPWR | MONOLITHIC POWER | $74.67万 | 0.18% | 540 | 0 | 0.0% | — | 不变 |
| BINC | ISHARES FLEXIBLE | $74.20万 | 0.18% | 14,176 | 510 | 3.7% | $2.67万 | 加仓 |
| MTUM | ISHARES MSCI | $70.65万 | 0.17% | 2,061 | 226 | 12.3% | $7.75万 | 加仓 |
| EFG | ISHARES MSCI | $70.56万 | 0.17% | 5,671 | 1,457 | 34.6% | $18.13万 | 加仓 |
| HD | HOME DEPOT | $63.81万 | 0.15% | 1,809 | -176 | -8.9% | -$6.21万 | 减仓 |
| RKLB | ROCKET LAB | $60.10万 | 0.15% | 5,912 | 5,364 | 978.8% | $54.52万 | 加仓 |
| FDVV | FIDELITY HIGH | $58.38万 | 0.14% | 9,683 | 6,474 | 201.7% | $39.03万 | 加仓 |
| SHW | SHERWIN WILLIAMS | $57.69万 | 0.14% | 1,676 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TECHNOLOGY | $54.04万 | 0.13% | 2,142 | -21 | -1.0% | -$5,298 | 减仓 |
| AXON | AXON ENTERPRISE | $51.58万 | 0.12% | 920 | -1,986 | -68.3% | -$111.34万 | 减仓 |
| ESGU | ISHARES ESG | $50.02万 | 0.12% | 3,056 | 0 | 0.0% | — | 不变 |
| IBM | INTL BUSINESS | $47.76万 | 0.12% | 1,698 | -29 | -1.7% | -$8,157 | 减仓 |
| IAGG | ISHARES CORE | $42.82万 | 0.10% | 8,463 | 564 | 7.1% | $2.85万 | 加仓 |
| RSG | REPUBLIC SERVICES | $42.69万 | 0.10% | 2,004 | -573 | -22.2% | -$12.21万 | 减仓 |
| SPMO | INVESCO S&P | $42.28万 | 0.10% | 2,618 | 2,618 | — | $42.28万 | 新建仓 |
| IXUS | ISHARES CORE | $41.67万 | 0.10% | 4,366 | 40 | 0.9% | $3,817 | 加仓 |
| FNDF | SCHWAB FUNDAMENTAL | $40.01万 | 0.10% | 7,583 | 287 | 3.9% | $1.51万 | 加仓 |
| IHI | ISHARES U S | $39.78万 | 0.10% | 8,051 | -17,222 | -68.1% | -$85.10万 | 减仓 |
| ETN | EATON CORP | $39.09万 | 0.09% | 917 | 441 | 92.6% | $18.80万 | 重新持有 |
| SPYM | STATE STREET | $38.76万 | 0.09% | 4,410 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $38.45万 | 0.09% | 1,514 | -11 | -0.7% | -$2,794 | 减仓 |
| BALI | ISHARES U S | $37.62万 | 0.09% | 11,121 | 713 | 6.9% | $2.41万 | 加仓 |