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Livermore
Livermore
中文EN

Retirement Wealth Solutions LLC

SEC CIK
0002044741
最新申報
2026/7/7

2026 年第 2 季持倉

持倉截至 2026/6/30，2026/7/7 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。

機構總覽
持股檔數
811
較 2026 年第 1 季 −11
總值
$1.81 億
較 2026 年第 1 季 +$2,287 萬 (+14.4%)
申報日
2026/7/7
SEC
Retirement Wealth Solutions LLC 在 2026 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
KFRCKforce IncCOM0$1<0.1%0不變歷史
KIMKimco Realty CorpCOM0$1<0.1%0不變歷史
KHCKraft Heinz CoStock0$2<0.1%0不變歷史
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD0$4<0.1%0不變–
Schwab Emerging Markets Equity ETF808524706ETF0$5<0.1%0不變–
VNOMViper Energy, Inc.CL A0$5<0.1%0不變歷史
iShares Core High Dividend ETF46429B663ETF1$15<0.1%−4−80.0%減碼依 5 比 1 拆股換算–
iShares U.S. Medical Devices ETF464288810ETF0$17<0.1%0不變–
SEMSelect Medical Holdings CorpCOM1$17<0.1%00.0%不變歷史
Zacks Trust98888G105EARNGS CONSTANT1$27<0.1%00.0%不變–
AXTAAxalta Coating Systems Ltd.COM1$35<0.1%00.0%不變歷史
BRBroadridge Financial Solutions, Inc.Stock0$38<0.1%−17−100.0%減碼歷史
MDLZMondelez International, Inc.Stock1$63<0.1%+1加碼歷史
Vanguard Scottsdale FDS92206C573TOTAL CORP BND1$74<0.1%00.0%不變–
CHWYChewy, Inc.CL A4$79<0.1%−14−77.8%減碼歷史
NKENIKE, Inc.Stock2$83<0.1%+2新進歷史
LIVNLivaNova PLCSHS1$83<0.1%00.0%不變歷史
HLNEHamilton Lane INCCL A1$84<0.1%−60−98.4%減碼歷史
Vanguard Whitehall FDS921946794INTL HIGH ETF1$85<0.1%00.0%不變–
ZMZoom Communications, Inc.Stock1$87<0.1%−2−66.7%減碼歷史
LEN.BLennar CorpCL B1$89<0.1%+1新進歷史
iShares Tr464287762US HLTHCARE ETF1$90<0.1%00.0%不變–
MLCOMelco Resorts & Entertainment LTDADR18$95<0.1%−17−48.6%減碼歷史
iShares Tr46435G672CORE INTL AGGR2$110<0.1%−14,590−100.0%減碼–
iShares Inc464286533MSCI EMERG MRKT1$111<0.1%00.0%不變–
OGNOrganon & Co.Stock8$115<0.1%00.0%不變歷史
iShares Tr46435G474FALN ANGLS USD4$115<0.1%−1−20.0%減碼–
GPCGenuine Parts CoStock1$118<0.1%+1新進歷史
PLPlanet Labs PBCCOM CL A4$133<0.1%+4新進歷史
AESAES CorpStock10$147<0.1%00.0%不變歷史
GRFSGrifols SASP ADR REP B NVT21$149<0.1%+21新進歷史
CTSHCognizant Technology Solutions CorpCL A4$155<0.1%−20−83.3%減碼歷史
PATKPatrick Industries IncCOM2$180<0.1%−84−97.7%減碼歷史
RKTRocket Companies, Inc.Stock12$189<0.1%−6−33.3%減碼歷史
RMDResmed IncCOM1$195<0.1%−2−66.7%減碼歷史
SNNSmith & Nephew PLCSPDN ADR NEW7$202<0.1%−68−90.7%減碼歷史
DHRDanaher CorpStock1$204<0.1%−7−87.5%減碼歷史
ADBEAdobe Inc.Stock1$206<0.1%−5−83.3%減碼歷史
CRICarters IncCOM5$206<0.1%00.0%不變歷史
JJSFJ&J Snack Foods CorpCOM3$221<0.1%+3新進歷史
iShares Core S&P Small Cap ETF464287804ETF2$237<0.1%00.0%不變–
Vanguard High Dividend Yield Index ETF921946406ETF2$240<0.1%00.0%不變–
VGNTVersigent PLCORDINARY SHARES6$253<0.1%+6新進歷史
PPLPPL CorpCOM7$255<0.1%+1+16.7%加碼歷史
EOGEOG Resources IncStock2$260<0.1%−10−83.3%減碼歷史
NEOGNeogen CorpCOM30$270<0.1%00.0%不變歷史
LKFTLakefront Biotherapeutics NVSPON ADR9$270<0.1%−3−25.0%減碼歷史
iShares Tr46428743220 YR TR BD ETF3$286<0.1%00.0%不變–
TSNTyson Foods, Inc.Stock5$287<0.1%−5−50.0%減碼歷史
iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853ETF10$297<0.1%00.0%不變–
THOThor Industries IncCOM4$301<0.1%+1+33.3%加碼歷史
iShares Tr46432F388MSCI USA VALUE2$303<0.1%00.0%不變–
BBYBest Buy Co IncStock4$304<0.1%+2+100.0%加碼歷史
LUVSouthwest Airlines CoCOM6$309<0.1%00.0%不變歷史
EFXEquifax IncCOM2$318<0.1%−1−33.3%減碼歷史
TVGrupo Televisa, S.A.B.SPON ADR REP ORD120$326<0.1%00.0%不變歷史
KMBKimberly Clark CorpStock3$330<0.1%−2−40.0%減碼歷史
RTORentokil Initial PLCSPONSORED ADR12$344<0.1%−10−45.5%減碼歷史
AGNTAGNT, Inc.COM65$354<0.1%+53+441.7%加碼歷史
VRSKVerisk Analytics, Inc.COM2$360<0.1%+2新進歷史
BAHBooz Allen Hamilton Holding CorpCL A6$365<0.1%−3−33.3%減碼歷史
BRXBrixmor Property Group Inc.COM12$379<0.1%−26−68.4%減碼歷史
iShares Tr464287291GLOBAL TECH ETF3$380<0.1%00.0%不變–
CELHCelsius Holdings, Inc.COM NEW13$381<0.1%−4−23.5%減碼歷史
DOWDow Inc.Stock14$384<0.1%00.0%不變歷史
OLLIOllie's Bargain Outlet Holdings, Inc.Stock5$385<0.1%+1+25.0%加碼歷史
LWLamb Weston Holdings, Inc.Stock9$389<0.1%+5+125.0%加碼歷史
LYBLyondellBasell Industries N.V.SHS - A -8$422<0.1%−29−78.4%減碼歷史
iShares Tr464288281JPMORGAN USD EMG4$434<0.1%00.0%不變–
ORAOrmat Technologies, Inc.COM4$436<0.1%00.0%不變歷史
iShares Inc46434G863ESG AWR MSCI EM8$437<0.1%00.0%不變–
CMECME Group Inc.COM2$442<0.1%−3−60.0%減碼歷史
KRKroger CoStock8$445<0.1%−3−27.3%減碼歷史
BDXBecton Dickinson & CoStock3$454<0.1%−1−25.0%減碼歷史
AMPAmeriprise Financial IncCOM1$459<0.1%00.0%不變歷史
BXBlackstone Inc.COM4$471<0.1%00.0%不變歷史
QSQuantumScape CorpCOM CL A63$477<0.1%+45+250.0%加碼歷史
HPQHP IncStock22$483<0.1%−12−35.3%減碼歷史
AZTAAzenta, Inc.COM19$485<0.1%+16+533.3%加碼歷史
SANMSanmina CorpCOM2$507<0.1%00.0%不變歷史
CTASCintas CorpStock3$511<0.1%−2−40.0%減碼歷史
EXLSExlService Holdings, Inc.COM20$518<0.1%−71−78.0%減碼歷史
GGenpact LTDSHS19$523<0.1%−6−24.0%減碼歷史
HSYHershey CoCOM3$527<0.1%−3−50.0%減碼歷史
NICENICE Ltd.SPONSORED ADR6$546<0.1%−14−70.0%減碼歷史
VTSVitesse Energy, Inc.COMMON STOCK35$552<0.1%+26+288.9%加碼歷史
AXONAxon Enterprise, Inc.COM1$561<0.1%−2−66.7%減碼歷史
SHAKShake Shack Inc.CL A10$561<0.1%−1−9.1%減碼歷史
AVBAvalonbay Communities IncCOM3$567<0.1%+2+200.0%加碼歷史
VRTSVirtus Investment Partners, Inc.COM4$574<0.1%00.0%不變歷史
SMSM Energy CoCOM22$575<0.1%−1−4.3%減碼歷史
GEHCGE HealthCare Technologies Inc.Stock9$578<0.1%−5−35.7%減碼歷史
BIPCBrookfield Infrastructure CorpCOM SUB VTG A15$578<0.1%00.0%不變歷史
ESSEssex Property Trust, Inc.COM2$584<0.1%00.0%不變歷史
VMRKVivmark ResidentialSH BEN INT9$612<0.1%00.0%不變歷史
GNLGlobal Net Lease, Inc.COM NEW69$617<0.1%−56−44.8%減碼歷史
NTAPNetApp, Inc.Stock4$620<0.1%00.0%不變歷史
LENLennar CorpCL A7$634<0.1%+3+75.0%加碼歷史
BGBunge Global SACOM SHS6$641<0.1%−8−57.1%減碼歷史
VSNTVersant Media Group, Inc.COM CL A18$655<0.1%00.0%不變歷史

2026 年第 1 季之後清倉（42 檔）

2026 年第 1 季季末還持有、這份申報已經沒有的部位。

Retirement Wealth Solutions LLC 在 2026 年第 1 季之後清倉的部位
證券類別2026 年第 1 季股數2026 年第 1 季市值2026 年第 1 季佔組合 %紀錄
ALSumisho Air Lease CorpCL A318$2.07 萬<0.1%歷史
SPDR Series Trust78468R101ST SHO TREAS ETF420$1.23 萬<0.1%–
ISRGIntuitive Surgical IncCOM NEW14$6,454<0.1%歷史
State Street SPDR S&P 600 Small Cap Value ETF78464A300ETF62$5,864<0.1%–
CTRACoterra Energy Inc.Stock131$4,609<0.1%歷史
CMGChipotle Mexican Grill IncCOM128$4,098<0.1%歷史
CSGSCSG Systems International IncCOM47$3,758<0.1%歷史
HONHoneywell International IncCOM13$2,939<0.1%歷史
VRTXVertex Pharmaceuticals IncStock6$2,680<0.1%歷史
WINAWinmark CorpCOM5$2,138<0.1%歷史
LOWLowes Companies IncStock9$2,127<0.1%歷史
ADSKAutodesk, Inc.COM8$1,916<0.1%歷史
LCIILci IndustriesCOM12$1,476<0.1%歷史
Carnival Corp Ltd.14365C103ADR53$1,366<0.1%–
SBUXStarbucks CorpStock13$1,165<0.1%歷史
WEXWEX Inc.COM7$1,072<0.1%歷史
OXYOccidental Petroleum CorpStock15$975<0.1%歷史
PLNTPlanet Fitness, Inc.CL A13$967<0.1%歷史
VIAVViavi Solutions Inc.COM27$899<0.1%歷史
ASOAcademy Sports & Outdoors, Inc.COM14$791<0.1%歷史
BIIBBiogen Inc.COM4$734<0.1%歷史
MARMarriott International IncStock2$655<0.1%歷史
ZTSZoetis Inc.Stock5$592<0.1%歷史
APDAir Products & Chemicals, Inc.Stock2$581<0.1%歷史
DEDeere & CoStock1$564<0.1%歷史
SSNCSS&C Technologies Holdings IncCOM8$541<0.1%歷史
WDSWoodside Energy Group LtdADR22$526<0.1%歷史
ABRArbor Realty Trust IncCOM56$432<0.1%歷史
KTOSKratos Defense & Security Solutions, Inc.COM NEW6$424<0.1%歷史
BKEBuckle IncCOM8$403<0.1%歷史
FOXAFox CorpCL A COM6$351<0.1%歷史
VTRVentas, Inc.REIT4$328<0.1%歷史
RYNRayonier IncCOM12$248<0.1%歷史
GXOGXO Logistics, Inc.Stock4$208<0.1%歷史
TEAMAtlassian CorpCL A3$205<0.1%歷史
PHGKoninklijke Philips NVNY REGIS SHS NEW6$165<0.1%歷史
ITGartner IncCOM1$159<0.1%歷史
DUKDuke Energy CORPStock1$131<0.1%歷史
MICCMagnum Ice Cream Co N.V.ORD SHS7$105<0.1%歷史
INSPInspire Medical Systems, Inc.COM2$104<0.1%歷史
TTDTrade Desk, Inc.Stock2$46<0.1%歷史
SEESealed Air CorpCOM0$1<0.1%歷史