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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
DOVDOVER CorpCOM26$5,907<0.1%00.0%不變歷史
RSGRepublic Services, Inc.COM28$5,947<0.1%00.0%不變歷史
FDXFedEx CorpStock19$5,950<0.1%+1+5.6%加碼歷史
Schwab Fundamental Emerging Markets Equity ETF808524730ETF150$5,952<0.1%00.0%不變–
RTXRTX CorpStock32$6,072<0.1%−9−22.0%減碼歷史
TLNTalen Energy CorpCOM16$6,149<0.1%00.0%不變歷史
CAHCardinal Health IncStock26$6,177<0.1%−6−18.8%減碼歷史
NGGNational Grid PLCSPONSORED ADR NE75$6,216<0.1%−11−12.8%減碼歷史
TOLToll Brothers, Inc.COM38$6,261<0.1%−5−11.6%減碼歷史
SCHWSchwab Charles CorpStock68$6,275<0.1%−30−30.6%減碼歷史
ETNEaton Corp plcStock15$6,392<0.1%−2−11.8%減碼歷史
CCLCarnival Corp Ltd.Stock224$6,400<0.1%+129+135.8%加碼歷史
ONBOld National BancorpStock248$6,424<0.1%+20+8.8%加碼歷史
MMM3M CoStock40$6,477<0.1%00.0%不變歷史
ARGXArgenx SESPONSORED ADR7$6,495<0.1%00.0%不變歷史
CRDOCredo Technology Group Holding LtdStock24$6,527<0.1%+4+20.0%加碼歷史
SFStifel Financial CorpCOM94$6,539<0.1%−10−9.6%減碼歷史
ENSEnerSysCOM28$6,547<0.1%+3+12.0%加碼歷史
TWLOTwilio IncCL A32$6,603<0.1%+1+3.2%加碼歷史
LGNDLigand Pharmaceuticals IncCOM NEW21$6,638<0.1%00.0%不變歷史
SNYSanofiSPONSORED ADR159$6,783<0.1%−10−5.9%減碼歷史
JLLJones Lang Lasalle IncCOM22$6,819<0.1%−3−12.0%減碼歷史
RNRRenaissancere Holdings LtdCOM22$6,820<0.1%+1+4.8%加碼歷史
SNDKSandisk CorpCOM3$6,822<0.1%−20−87.0%減碼歷史
NUENucor CorpCOM31$6,906<0.1%00.0%不變歷史
HOODRobinhood Markets, Inc.Stock69$6,920<0.1%+26+60.5%加碼歷史
RVMDRevolution Medicines, Inc.COM37$6,930<0.1%+6+19.4%加碼歷史
HMCHonda Motor Co LtdADR ECH CNV IN 3259$7,022<0.1%+221+581.6%加碼歷史
VLOValero Energy CorpStock27$7,032<0.1%+2+8.0%加碼歷史
UTHRUnited Therapeutics CorpCOM13$7,044<0.1%00.0%不變歷史
ENTGEntegris IncCOM39$7,096<0.1%−2−4.9%減碼歷史
NEMNEWMONT CorpStock76$7,099<0.1%+3+4.1%加碼歷史
iShares Tr46429B671MSCI CHINA ETF140$7,144<0.1%+140新進–
EEni SpASPONSORED ADR155$7,264<0.1%−33−17.6%減碼歷史
AGNCAGNC Investment Corp.REIT667$7,271<0.1%+275+70.2%加碼歷史
RJFRaymond James Financial IncCOM48$7,360<0.1%−1−2.0%減碼歷史
SMFGSumitomo Mitsui Financial Group, Inc.SPONSORED ADR313$7,381<0.1%+58+22.7%加碼歷史
INTUIntuit Inc.Stock28$7,392<0.1%−29−50.9%減碼歷史
ULUnilever PLCSPON ADR NEW123$7,395<0.1%−6−4.7%減碼歷史
MFGMizuho Financial Group IncSPONSORED ADR777$7,444<0.1%+32+4.3%加碼歷史
HSTHost Hotels & Resorts, Inc.COM314$7,457<0.1%+29+10.2%加碼歷史
RSReliance, Inc.COM20$7,472<0.1%+1+5.3%加碼歷史
CBRECbre Group, Inc.CL A56$7,543<0.1%00.0%不變歷史
MKSIMKS IncCOM17$7,562<0.1%−1−5.6%減碼歷史
CVNACarvana Co.CL A115$7,570<0.1%+15+15.0%加碼依 5 比 1 拆股換算歷史
ALLAllstate CorpStock32$7,615<0.1%+24+300.0%加碼歷史
LKFNLakeland Financial CorpCOM124$7,635<0.1%+1+0.8%加碼歷史
HOMBHome Bancshares IncCOM269$7,682<0.1%−1−0.4%減碼歷史
NFLXNetflix IncStock108$7,712<0.1%−246−69.5%減碼歷史
YUMYum Brands IncStock49$7,834<0.1%00.0%不變歷史
NTRANatera, Inc.COM29$7,873<0.1%00.0%不變歷史
DBDeutsche Bank AktiengesellschaftNAMEN AKT234$7,900<0.1%+73+45.3%加碼歷史
DHIHorton D R IncCOM49$7,952<0.1%+7+16.7%加碼歷史
SNASnap-on IncCOM20$7,962<0.1%−1−4.8%減碼歷史
ESABESAB CorpCOM81$7,990<0.1%00.0%不變歷史
PRUPrudential Financial IncStock74$8,028<0.1%00.0%不變歷史
LSTRLandstar System IncCOM39$8,126<0.1%00.0%不變歷史
ABTAbbott LaboratoriesStock91$8,277<0.1%+39+75.0%加碼歷史
MCKMcKesson CorpStock11$8,312<0.1%+1+10.0%加碼歷史
RBARB Global Inc.COM72$8,385<0.1%+13+22.0%加碼歷史
LADLithia Motors IncCOM29$8,425<0.1%+2+7.4%加碼歷史
PFEPfizer IncStock352$8,485<0.1%−118−25.1%減碼歷史
HWMHowmet Aerospace Inc.Stock32$8,604<0.1%+8+33.3%加碼歷史
XPOXPO, Inc.COM42$8,623<0.1%−1−2.3%減碼歷史
NVONovo Nordisk A SADR181$8,678<0.1%+16+9.7%加碼歷史
ADIAnalog Devices IncStock22$8,738<0.1%+8+57.1%加碼歷史
FTITechnipFMC plcCOM132$8,752<0.1%00.0%不變歷史
CASYCaseys General Stores IncCOM11$8,776<0.1%00.0%不變歷史
CIENCiena CorpCOM NEW18$8,831<0.1%−7−28.0%減碼歷史
JBLJabil IncStock23$8,867<0.1%00.0%不變歷史
SAPSAP SEADR58$8,939<0.1%−10−14.7%減碼歷史
MPCMarathon Petroleum CorpStock35$8,949<0.1%00.0%不變歷史
MTArcelorMittalNY REGISTRY SH149$8,973<0.1%−20−11.8%減碼歷史
YOUClear Secure, Inc.COM CL A163$9,084<0.1%00.0%不變歷史
AITApplied Industrial Technologies IncCOM27$9,131<0.1%00.0%不變歷史
AXPAmerican Express CoStock27$9,133<0.1%+23+575.0%加碼歷史
CRAICra International, Inc.COM67$9,564<0.1%00.0%不變歷史
ALABAstera Labs, Inc.Stock20$9,661<0.1%+1+5.3%加碼歷史
SONYSony Group CorpSPONSORED ADR482$9,669<0.1%−51−9.6%減碼歷史
NOKNokia CorpSPONSORED ADR730$9,695<0.1%00.0%不變歷史
NEENextera Energy IncStock112$9,831<0.1%+1+0.9%加碼歷史
CHEChemed CorpCOM21$9,832<0.1%00.0%不變歷史
FIXComfort Systems USA IncCOM5$9,910<0.1%00.0%不變歷史
TMOThermo Fisher Scientific Inc.Stock20$1.00 萬<0.1%+10+100.0%加碼歷史
PLDPrologis, Inc.REIT77$1.04 萬<0.1%00.0%不變歷史
NOWServiceNow, Inc.Stock106$1.05 萬<0.1%00.0%不變歷史
CPRTCopart IncCOM375$1.06 萬<0.1%00.0%不變歷史
GSKGSK plcADR206$1.08 萬<0.1%+30+17.0%加碼歷史
PWRQuanta Services, Inc.COM15$1.08 萬<0.1%00.0%不變歷史
WWDWoodward, Inc.COM26$1.10 萬<0.1%00.0%不變歷史
NETCloudflare, Inc.CL A COM45$1.10 萬<0.1%+3+7.1%加碼歷史
SNOWSnowflake Inc.Stock44$1.12 萬<0.1%+21+91.3%加碼歷史
GLPIGaming & Leisure Properties, Inc.COM253$1.13 萬<0.1%00.0%不變歷史
BUDAnheuser-Busch InBev SA/NVADR137$1.13 萬<0.1%+36+35.6%加碼歷史
LYGLloyds Banking Group plcSPONSORED ADR1,939$1.13 萬<0.1%+48+2.5%加碼歷史
APPAppLovin CorpCOM CL A22$1.13 萬<0.1%+2+10.0%加碼歷史
CPKChesapeake Utilities CorpCOM93$1.14 萬<0.1%00.0%不變歷史
TNLTravel & Leisure Co.COM150$1.15 萬<0.1%00.0%不變歷史
LAMRLamar Advertising CoREIT74$1.15 萬<0.1%00.0%不變歷史
AEISAdvanced Energy Industries IncCOM31$1.16 萬<0.1%−2−6.1%減碼歷史

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