13FBOX
Commonwealth Retirement Investments LLC · 13F 持仓分析
期权收益计算器 机构排行

Commonwealth Retirement Investments LLC

No.5112 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$3.68亿
环比变动 Q1 2026
+$4,520.7万+14.0%
持仓股票数
413
新买入
294
加仓
52
减仓
52
清仓
1
持股不变
15
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
博通AVGO
7.46%6.08%$2,749.2万7.3万股$1,966.7万6.4万股+9,237股+14.54%加仓
艾伯维ABBV
3.83%3.64%$1,409.4万5.6万股$1,176.0万5.4万股+1,938股+3.58%加仓
强生JNJ
3.58%3.09%$1,318.5万5.2万股$998.1万4.1万股+1.1万股+27.14%加仓
微软MSFT
3.51%3.43%$1,294.6万3.5万股$1,109.7万3.0万股+4,727股+15.77%加仓
默沙东MRK
2.91%3.5%$1,070.5万8.3万股$1,129.6万9.4万股-1.1万股-11.29%减仓
IiShares安硕信托IVV
2.69%2.49%$990.5万1.3万股$804.2万1.2万股+916股+7.44%加仓
宝洁PG
2.66%0.66%$978.3万6.7万股$212.8万1.5万股+5.2万股+352.73%加仓
家得宝HD
2.62%2.55%$963.8万2.7万股$824.5万2.5万股+2,260股+9.02%加仓
雪佛龙CVX
2.6%3.18%$959.3万5.8万股$1,027.7万5.0万股+8,200股+16.51%加仓
V先锋领航·TOTALBND
2.33%2.53%$858.7万11.7万股$817.2万11.1万股+6,001股+5.41%加仓
泛林集团LRCX
2.28%2.1%$838.8万1.9万股$678.3万3.2万股-1.2万股-39.03%减仓
百事可乐PEP
2.08%2.83%$765.9万5.7万股$915.5万5.9万股-2,382股-4.04%减仓
摩根大通JPM
2.06%3.39%$759.4万2.3万股$1,094.3万3.7万股-1.4万股-37.64%减仓
洛克希德马丁LMT
2.04%3.01%$751.7万1.5万股$974.2万1.6万股-1,364股-8.46%减仓
摩根士丹利MS
2%$735.4万3.5万股$00股+3.5万股新买入
ALTRIAMO
1.89%2.44%$697.6万9.7万股$789.8万12.0万股-2.3万股-18.99%减仓
联合健康UNH
1.8%0.88%$663.8万1.6万股$283.9万1.0万股+5,478股+52.21%加仓
思科CSCO
1.77%1.34%$653.1万5.6万股$433.4万5.6万股-252股-0.45%减仓
VisaV
1.65%1.9%$608.9万1.8万股$612.8万2.0万股-2,529股-12.47%减仓
PPGIM ULTRAPULS
1.52%2.27%$561.7万11.3万股$733.4万14.8万股-3.5万股-23.50%减仓
应用材料AMAT
1.46%1.82%$536.7万7,423股$589.8万1.7万股-9,834股-56.99%减仓
IiShares安硕信托IVW
1.41%1.23%$518.3万3.8万股$398.8万3.5万股+2,427股+6.88%加仓
IiShares安硕·S&PIVE
1.39%1.39%$513.4万2.3万股$448.5万2.1万股+1,370股+6.45%加仓
B贝莱德ETF信托DYNF
1.36%1.21%$500.8万7.4万股$391.3万6.7万股+6,383股+9.49%加仓
IiShares安硕IEMG
1.27%1.13%$468.7万5.7万股$365.0万5.2万股+4,255股+8.13%加仓
惠普HPQ
1.22%0.34%$447.8万20.4万股$108.3万5.6万股+14.8万股+261.86%加仓
埃克森美孚XOM
1.22%4.12%$447.8万3.3万股$1,332.3万7.9万股-4.6万股-58.30%减仓
万事达MA
1.17%1.22%$430.4万8,379股$394.0万7,885股+494股+6.27%加仓
好事达ALL
1.08%1.01%$396.9万1.7万股$326.1万1.6万股+950股+6.04%加仓
METLIFE COMMET
1.06%0.62%$392.2万4.6万股$199.2万2.8万股+1.8万股+64.58%加仓
IiShares安硕信托EFV
0.97%0.98%$355.9万4.6万股$317.2万4.3万股+3,827股+8.97%加仓
COMCAST NEW CL ACMCSA
0.97%$355.7万14.5万股$00股+14.5万股新买入
苹果AAPL
0.95%0.95%$350.7万1.2万股$307.6万1.2万股+1股+0.01%加仓
英伟达NVDA
0.91%0.14%$336.7万1.7万股$45.3万2,596股+1.4万股+548.31%加仓
REGIONS FINANCIAL NEW COMRF
0.91%0.49%$335.6万11.1万股$157.1万6.0万股+5.1万股+84.79%加仓
AFLAC COMAFL
0.87%0.45%$321.0万2.7万股$145.2万1.3万股+1.4万股+106.88%加仓
科磊KLAC
0.82%0.45%$300.3万9,955股$147.0万998股+8,957股+897.49%加仓
康菲石油COP
0.81%0.68%$298.2万2.9万股$220.2万1.7万股+1.2万股+71.93%加仓
MMARSH & MCLENNAN COS COMMRSH
0.8%$296.2万1.8万股$00股+1.8万股新买入
B贝莱德ETF信托BAI
0.79%0.54%$292.1万5.5万股$175.2万5.3万股+2,230股+4.19%加仓
财捷INTU
0.75%$274.9万1.1万股$00股+1.1万股新买入
AMGEN COMAMGN
0.71%1.28%$262.3万7,243股$414.0万1.2万股-4,524股-38.45%减仓
PRICE T ROWE COMTROW
0.71%0.96%$260.1万2.3万股$311.0万3.4万股-1.2万股-33.68%减仓
IiShares安硕信托MTUM
0.68%0.52%$250.5万7,306股$168.5万7,021股+285股+4.06%加仓
IiShares安硕信托EFG
0.67%0.62%$245.5万2.0万股$200.2万1.8万股+1,762股+9.80%加仓
B贝莱德ETF信托THRO
0.64%0.58%$236.5万5.5万股$186.4万5.1万股+3,408股+6.62%加仓
IiShares安硕·MSCIQUAL
0.63%0.59%$233.4万1.1万股$191.2万9,966股+671股+6.73%加仓
BBEST BUYBBY
0.62%0.56%$229.2万3.0万股$181.8万2.8万股+1,887股+6.66%加仓
TJXTJX
0.56%1.13%$208.1万1.4万股$364.6万2.3万股-9,093股-39.83%减仓
PPGIM ETF TRPUSH
0.55%0.32%$203.8万4.0万股$102.6万2.0万股+2.0万股+98.44%加仓

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