Retirement Wealth Solutions LLC
- SEC CIK
- 0002044741
- 最新申報
- 2026/7/7
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/7 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 445
- 較 2025 年第 1 季 +10
- 總值
- $1.37 億
- 較 2025 年第 1 季 +$1,303 萬 (+10.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SWSmurfit Westrock plc | Stock | 216 | $9,321 | <0.1% | −132−37.9% | 減碼 | 歷史 |
| FNFFidelity National Financial, Inc. | COM SHS | 173 | $9,726 | <0.1% | 00.0% | 不變 | 歷史 |
| KWRQuaker Chemical Corp | COM | 87 | $9,771 | <0.1% | +14+19.2% | 加碼 | 歷史 |
| ESABESAB Corp | COM | 82 | $9,886 | <0.1% | 00.0% | 不變 | 歷史 |
| UFPIUfp Industries Inc | COM | 101 | $1.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 49 | $1.00 萬 | <0.1% | −144−74.6% | 減碼 | 歷史 |
| HBANHuntington Bancshares Inc | COM | 609 | $1.02 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IRMDIradimed Corp | COM | 171 | $1.02 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| OPLNOPENLANE, Inc. | COM | 420 | $1.03 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KDKyndryl Holdings, Inc. | Stock | 246 | $1.03 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 151 | $1.04 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LADLithia Motors Inc | COM | 31 | $1.05 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NXRTNexPoint Residential Trust, Inc. | COM | 317 | $1.06 萬 | <0.1% | +1+0.3% | 加碼 | 歷史 |
| CGNXCognex Corp | COM | 341 | $1.08 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SHOEShoe Station Group Inc | COM | 583 | $1.09 萬 | <0.1% | +112+23.8% | 加碼 | 歷史 |
| iShares Tr464289859 | CORE 80 20 ETF | 132 | $1.10 萬 | <0.1% | 00.0% | 不變 | – |
| PBRPetrobras - Petroleo Brasileiro SA | SPONSORED ADR | 882 | $1.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DHRDanaher Corp | Stock | 56 | $1.11 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WCCWesco International Inc | COM | 60 | $1.11 萬 | <0.1% | +25+71.4% | 加碼 | 歷史 |
| WHWyndham Hotels & Resorts, Inc. | COM | 137 | $1.11 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MSAMSA Safety Inc | COM | 67 | $1.12 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CFGCitizens Financial Group Inc | COM | 251 | $1.12 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LSTRLandstar System Inc | COM | 83 | $1.16 萬 | <0.1% | +6+7.8% | 加碼 | 歷史 |
| KLICKulicke & Soffa Industries Inc | COM | 335 | $1.16 萬 | <0.1% | +48+16.7% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 106 | $1.17 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| USFDUS Foods Holding Corp. | COM | 153 | $1.18 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FTITechnipFMC plc | COM | 350 | $1.21 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PATKPatrick Industries Inc | COM | 132 | $1.22 萬 | <0.1% | +31+30.7% | 加碼 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 115 | $1.22 萬 | <0.1% | +1+0.9% | 加碼 | – |
| AEPAmerican Electric Power Co Inc | Stock | 119 | $1.23 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CCitigroup Inc | Stock | 146 | $1.24 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BCBrunswick Corp | COM | 225 | $1.25 萬 | <0.1% | +27+13.6% | 加碼 | 歷史 |
| MTDRMatador Resources Co | COM | 265 | $1.26 萬 | <0.1% | +47+21.6% | 加碼 | 歷史 |
| TRNOTerreno Realty Corp | COM | 227 | $1.28 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CBTCabot Corp | COM | 170 | $1.28 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MTRNMATERION Corp | COM | 162 | $1.28 萬 | <0.1% | +23+16.5% | 加碼 | 歷史 |
| POWIPower Integrations Inc | COM | 237 | $1.32 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 43 | $1.33 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| YOUClear Secure, Inc. | COM CL A | 478 | $1.33 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 24 | $1.33 萬 | <0.1% | 00.0% | 不變 | – |
| NOGNorthern Oil & Gas, Inc. | COM | 469 | $1.33 萬 | <0.1% | +2+0.4% | 加碼 | 歷史 |
| UTZUtz Brands, Inc. | COM CL A | 1,062 | $1.33 萬 | <0.1% | +1+0.1% | 加碼 | 歷史 |
| FSVFirstService Corp | COM | 77 | $1.34 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CPKChesapeake Utilities Corp | COM | 112 | $1.35 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TMToyota Motor Corp | ADS | 79 | $1.36 萬 | <0.1% | −11−12.2% | 減碼 | 歷史 |
| PRGOPERRIGO Co plc | SHS | 510 | $1.36 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46435G102 | CONV BD ETF | 152 | $1.37 萬 | <0.1% | −88−36.7% | 減碼 | – |
| UNFUnifirst Corp | COM | 73 | $1.37 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 58 | $1.38 萬 | <0.1% | 00.0% | 不變 | – |
| ABTAbbott Laboratories | Stock | 102 | $1.39 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| OLEDUniversal Display Corp | COM | 90 | $1.39 萬 | <0.1% | +11+13.9% | 加碼 | 歷史 |
| SLGNSilgan Holdings Inc | COM | 259 | $1.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 56 | $1.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 58 | $1.41 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LMTLockheed Martin Corp | Stock | 31 | $1.41 萬 | <0.1% | +1+3.3% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 80 | $1.43 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NGGNational Grid PLC | SPONSORED ADR NE | 196 | $1.46 萬 | <0.1% | +196 | 新進 | 歷史 |
| CHEChemed Corp | COM | 30 | $1.47 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SXIStandex International Corp | COM | 94 | $1.48 萬 | <0.1% | −10−9.6% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 171 | $1.49 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LFUSLittelfuse Inc | COM | 66 | $1.50 萬 | <0.1% | +13+24.5% | 加碼 | 歷史 |
| STSensata Technologies Holding plc | SHS | 499 | $1.50 萬 | <0.1% | +65+15.0% | 加碼 | 歷史 |
| USPHU S Physical Therapy Inc | COM | 192 | $1.50 萬 | <0.1% | +6+3.2% | 加碼 | 歷史 |
| CNXCConcentrix Corp | Stock | 286 | $1.51 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CNSCohen & Steers, Inc. | COM | 201 | $1.52 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CLXClorox Co | Stock | 127 | $1.52 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NSSCNapco Security Technologies, Inc | Stock | 517 | $1.53 萬 | <0.1% | +60+13.1% | 加碼 | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 183 | $1.54 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TTEKTetra Tech Inc | COM | 439 | $1.58 萬 | <0.1% | +1+0.2% | 加碼 | 歷史 |
| LKFNLakeland Financial Corp | COM | 257 | $1.58 萬 | <0.1% | +1+0.4% | 加碼 | 歷史 |
| Zacks Trust98888G204 | SMALL/MID CAP | 468 | $1.59 萬 | <0.1% | +36+8.3% | 加碼 | – |
| UMHUmh Properties, Inc. | COM | 946 | $1.59 萬 | <0.1% | +3+0.3% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 85 | $1.59 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TNLTravel & Leisure Co. | COM | 312 | $1.61 萬 | <0.1% | +1+0.3% | 加碼 | 歷史 |
| KNSLKinsale Capital Group, Inc. | Stock | 34 | $1.65 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HXLHexcel Corp | COM | 293 | $1.66 萬 | <0.1% | +28+10.6% | 加碼 | 歷史 |
| SHELShell plc | ADR | 237 | $1.67 萬 | <0.1% | −13−5.2% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 56 | $1.67 萬 | <0.1% | +1+1.8% | 加碼 | 歷史 |
| PSMTPricesmart Inc | COM | 160 | $1.68 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CRAICra International, Inc. | COM | 91 | $1.71 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LAMRLamar Advertising Co | REIT | 143 | $1.73 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BIPCBrookfield Infrastructure Corp | COM SUB VTG A | 418 | $1.74 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WSTWest Pharmaceutical Services Inc | COM | 80 | $1.75 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WINGWingstop Inc. | COM | 53 | $1.77 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 125 | $1.77 萬 | <0.1% | +71+131.5% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 102 | $1.80 萬 | <0.1% | +101+10,100.0% | 加碼 | 歷史 |
| CMICummins Inc | Stock | 56 | $1.84 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DTMDT Midstream, Inc. | COMMON STOCK | 168 | $1.85 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HOMBHome Bancshares Inc | COM | 653 | $1.86 萬 | <0.1% | +1+0.2% | 加碼 | 歷史 |
| VMIValmont Industries Inc | COM | 57 | $1.86 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 73 | $1.87 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| INTCIntel Corp | Stock | 836 | $1.87 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HLNEHamilton Lane INC | CL A | 133 | $1.88 萬 | <0.1% | −23−14.7% | 減碼 | 歷史 |
| ASXASE Technology Holding Co., Ltd. | SPONSORED ADS | 1,843 | $1.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GLPIGaming & Leisure Properties, Inc. | COM | 413 | $1.93 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| JCIJohnson Controls International plc | Stock | 186 | $1.96 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| USBUS Bancorp DE | COM NEW | 435 | $1.97 萬 | <0.1% | +1+0.2% | 加碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 191 | $2.01 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ENBEnbridge Inc | Stock | 449 | $2.03 萬 | <0.1% | +34+8.2% | 加碼 | 歷史 |
| LMATLemaitre Vascular Inc | COM | 245 | $2.04 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2025 年第 1 季之後清倉（4 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。