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Commonwealth Retirement Investments LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Commonwealth Retirement Investments LLC
报告期 2026-03-31 · CIK 0001963787
持仓数
122
前50大市值合计
$268.5M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 85 项
建仓 7
增持 49
减持 19
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
CVX
CHEVRON CORP NEW COM
+$2.7M
43,295
+57%
增持
MO
ALTRIA GROUP INC COM
+$2.4M
128,603
+62%
增持
PFE
PFIZER INC COM
+$2.4M
187,068
+91%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
建仓
DYNF
BLACKROCK U.S. EQUITY FACTOR ROTATION ETF
+$2.0M
44,954
清仓
XLE
ENERGY SELECT SECTOR SPDR FUND
-$1.6M
0
-100%
清仓
ESGU
ISHARES ESG AWARE MSCI USA ETF
-$1.6M
0
-100%
清仓
IYK
ISHARES U.S. CONSUMER STAPLES ETF
-$1.6M
0
-100%
增持
—
EXXON MOBIL CORP COM
+$1.6M
72,132
+6%
清仓
PJP
INVESCO PHARMACEUTICALS ETF
-$1.6M
0
-100%
增持
ABBV
ABBVIE INC COM
+$1.5M
44,883
+4%
建仓
IVE
ISHARES S&P 500 VALUE ETF
+$1.4M
7,383
减持
JPM
JPMORGAN CHASE & CO COM
+$1.3M
49,564
-2%
增持
JNJ
JOHNSON & JOHNSON COM
+$1.1M
42,063
+20%
增持
IVW
ISHARES S&P 500 GROWTH ETF
+$1.0M
18,293
+168%
增持
HD
HOME DEPOT INC COM
+$1.0M
18,628
+5%
减持
MSFT
MICROSOFT CORP COM
+$1.0M
24,784
-1%
减持
MRK
MERCK & CO INC COM
+$909.8K
55,489
-6%
减持
CSCO
CISCO SYS INC COM
-$679.3K
120,303
-9%
建仓
HEFA
ISHARES CURRENCY HEDGED MSCI EAFE ETF
+$583.1K
16,717
清仓
OEF
ISHARES S&P 100 ETF
-$563.8K
0
-100%
减持
EFV
ISHARES MSCI EAFE VALUE ETF
-$529.8K
24,393
-32%
增持
PG
PROCTER AND GAMBLE CO COM
+$498.4K
27,099
+2%
增持
KMB
KIMBERLY-CLARK CORP COM
+$481.7K
20,046
+15%
增持
HSY
HERSHEY CO COM
+$465.8K
6,977
+46%
建仓
IBIT
ISHARES BITCOIN TRUST REGISTERED
+$445.2K
11,000
减持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$438.1K
6,988
-56%
增持
UPS
UNITED PARCEL SERVICE INC CL B
+$418.2K
28,548
+17%
增持
AMAT
APPLIED MATLS INC COM
+$406.6K
8,972
+1%
清仓
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
-$400.3K
0
-100%
减持
—
LAM RESEARCH CORP COM
+$350.0K
2,129
-3%
增持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
+$342.3K
11,745
+95%
增持
FIS
FIDELITY NATL INFORMATION SVCS COM
+$336.4K
23,600
+0%
减持
COST
COSTCO WHSL CORP NEW COM
+$330.5K
5,129
-1%
减持
KLAC
KLA CORP COM NEW
+$303.4K
2,810
-2%
清仓
FTXG
FIRST TRUST NASDAQ FOOD & BEVERAGE ETF
-$288.9K
0
-100%
增持
FAST
FASTENAL CO COM
+$270.1K
20,433
+1%
增持
IYW
ISHARES U.S. TECHNOLOGY ETF
+$248.7K
7,500
+20%
增持
PEP
PEPSICO INC COM
+$242.6K
29,475
+2%
增持
WM
WASTE MGMT INC DEL COM
+$238.5K
6,783
+1%
清仓
IAK
ISHARES U.S. INSURANCE ETF
-$230.5K
0
-100%
增持
V
VISA INC COM CL A
+$219.3K
8,275
+3%
建仓
ELV
ELEVANCE HEALTH INC COM
+$216.2K
417
清仓
XLP
CONSUMER STAPLES SELECT SECTOR SPDR FUND
-$216.0K
0
-100%
建仓
IWM
ISHARES RUSSELL 2000 ETF
+$210.3K
1,000
建仓
IWD
ISHARES RUSSELL 1000 VALUE ETF
+$208.8K
1,166
清仓
BITO
PROSHARES BITCOIN STRATEGY ETF
-$204.9K
0
-100%
增持
TXN
TEXAS INSTRS INC COM
+$203.2K
14,644
+6%
增持
PNC
PNC FINL SVCS GROUP INC COM
+$195.7K
10,997
+8%
减持
MET
METLIFE INC COM
+$195.3K
27,168
-1%
增持
BBY
BEST BUY INC COM
+$193.8K
35,867
+2%
增持
LMT
LOCKHEED MARTIN CORP COM
+$188.3K
10,949
+4%
增持
MA
MASTERCARD INCORPORATED CL A
+$185.5K
2,710
+3%
减持
PRU
PRUDENTIAL FINL INC COM
+$177.4K
13,635
-1%
增持
BNY
BANK NEW YORK MELLON CORP COM
+$177.3K
28,151
+1%
增持
MTB
M & T BK CORP COM
+$174.8K
9,902
+7%
增持
TFC
TRUIST FINL CORP COM
+$170.2K
68,332
+1%
减持
IVV
ISHARES CORE S&P 500 ETF
-$168.5K
16,932
-11%
增持
AAPL
APPLE INC COM
-$155.8K
9,433
+2%
减持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$142.2K
13,957
-5%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$139.5K
1,654
+6%
增持
ADP
AUTOMATIC DATA PROCESSING INC COM
+$129.1K
4,671
+5%
增持
AMZN
AMAZON COM INC COM
+$119.3K
4,185
+0%
增持
NSC
NORFOLK SOUTHN CORP COM
+$118.9K
6,123
+0%
增持
EFG
ISHARES MSCI EAFE GROWTH ETF
+$118.6K
12,474
+3%
增持
META
META PLATFORMS INC CL A
+$117.5K
887
+0%
减持
AVGO
BROADCOM INC COM
+$105.2K
11,038
-15%
增持
SPY
SPDR S&P 500 ETF TRUST
+$104.7K
1,624
+4%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
+$87.5K
6,211
+4%
增持
CME
CME GROUP INC COM
+$87.4K
8,719
+3%
增持
PAYX
PAYCHEX INC COM
+$87.3K
10,801
+4%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$78.8K
66,623
+3%
增持
WMT
WALMART INC COM
+$66.8K
8,482
+201%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$49.4K
2,882
+3%
增持
HPQ
HP INC COM
+$46.5K
45,323
+3%
增持
LHX
L3HARRIS TECHNOLOGIES INC COM
+$38.9K
6,665
+2%
增持
IUSB
ISHARES CORE TOTAL USD BOND MARKET ETF
+$36.1K
5,352
+19%
减持
IFRA
ISHARES U.S. INFRASTRUCTURE ETF
-$34.8K
5,611
-19%
减持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$22.5K
29,310
-5%
减持
D
DOMINION ENERGY INC COM
+$18.7K
9,418
-0%
增持
ADI
ANALOG DEVICES INC COM
+$16.6K
4,849
+2%
增持
UNH
UNITEDHEALTH GROUP INC COM
-$13.5K
6,276
+6%
增持
PULS
PGIM ULTRA SHORT BOND ETF
+$6.2K
13,874
+0%
减持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
-$5.2K
6,539
-9%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$4.5K
4,755
+363%
减持
UNP
UNION PAC CORP COM
-$2.3K
10,951
-0%
