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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 86 项
建仓 3
增持 58
减持 21
清仓 4
方向
标的
Δ市值
现股数(环比)
清仓
—
LAM RESEARCH CORP COM
-$2.2M
0
-100%
建仓
LRCX
LAM RESEARCH CORP COM NEW
+$1.7M
2,079
增持
ABBV
ABBVIE INC COM
+$1.3M
47,543
+1%
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。
增持
HD
HOME DEPOT INC COM
+$1.3M
18,269
+3%
增持
EFV
ISHARES MSCI EAFE VALUE ETF
+$1.2M
35,530
+113%
减持
LMT
LOCKHEED MARTIN CORP COM
+$1.1M
9,615
-1%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$952.1K
15,861
+7%
增持
AVGO
BROADCOM INC COM
+$930.4K
94,045
+887%
增持
JNJ
JOHNSON & JOHNSON COM
+$904.5K
48,898
+2%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$881.2K
79,890
+12%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$875.3K
10,295
+2%
增持
CSCO
CISCO SYS INC COM
+$712.6K
119,212
+1%
增持
MO
ALTRIA GROUP INC COM
+$705.0K
118,392
+1%
增持
BMY
BRISTOL-MYERS SQUIBB CO COM
+$611.5K
45,487
+8%
增持
AAPL
APPLE INC COM
+$593.0K
11,521
+16%
增持
IVV
ISHARES CORE S&P 500 ETF
+$566.5K
15,927
+1%
增持
JPM
JPMORGAN CHASE & CO. COM
+$510.6K
49,245
+1%
减持
MRK
MERCK & CO INC COM
-$503.6K
25,839
-7%
增持
GILD
GILEAD SCIENCES INC COM
+$498.7K
24,510
+8%
增持
PNC
PNC FINL SVCS GROUP INC COM
+$496.6K
15,104
+2%
减持
BBY
BEST BUY INC COM
+$474.3K
26,910
-2%
增持
TFC
TRUIST FINL CORP COM
+$474.0K
78,309
+6%
清仓
HEFA
ISHARES CURRENCY HEDGED MSCI EAFE ETF
-$470.4K
0
-100%
增持
MET
METLIFE INC COM
+$455.3K
33,231
+2%
增持
MTB
M & T BK CORP COM
+$422.0K
13,705
+3%
增持
—
EXXON MOBIL CORP COM
+$366.0K
74,734
+2%
增持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
+$352.4K
18,107
+42%
增持
LEN
LENNAR CORP CL A
+$305.5K
6,227
+8%
增持
CME
CME GROUP INC COM
+$301.2K
10,439
+3%
增持
PG
PROCTER AND GAMBLE CO COM
+$290.5K
28,669
+1%
建仓
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$275.5K
1,538
增持
MSFT
MICROSOFT CORP COM
-$268.8K
25,008
+1%
增持
ALL
ALLSTATE CORP COM
+$250.8K
5,813
+9%
增持
CF
CF INDS HLDGS INC COM
+$244.5K
13,519
+9%
增持
AMAT
APPLIED MATLS INC COM
-$242.1K
8,448
+2%
增持
UNP
UNION PAC CORP COM
+$240.3K
10,786
+1%
增持
AMGN
AMGEN INC COM
+$237.5K
6,792
+9%
增持
FAST
FASTENAL CO COM
+$229.0K
22,235
+3%
增持
TXN
TEXAS INSTRS INC COM
+$225.0K
15,020
+2%
减持
PULS
PGIM ULTRA SHORT BOND ETF
-$219.0K
9,490
-32%
增持
ADP
AUTOMATIC DATA PROCESSING INC COM
+$209.5K
5,018
+2%
增持
MA
MASTERCARD INCORPORATED CL A
+$205.4K
3,139
+3%
增持
PAYX
PAYCHEX INC COM
+$205.1K
11,811
+1%
建仓
QQQ
INVESCO QQQ TRUST SERIES I
+$204.5K
419
减持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$203.2K
10,269
-31%
清仓
NFLX
NETFLIX INC COM
-$203.1K
0
-100%
增持
COST
COSTCO WHSL CORP NEW COM
+$192.7K
5,090
+0%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$192.6K
11,000
+83%
增持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$189.6K
15,347
+2%
增持
V
VISA INC COM CL A
+$185.4K
9,243
+3%
增持
IVW
ISHARES S&P 500 GROWTH ETF
+$184.6K
31,104
+3%
增持
DRI
DARDEN RESTAURANTS INC COM
+$182.3K
6,797
+10%
增持
DYNF
BLACKROCK U.S. EQUITY FACTOR ROTATION ETF
+$176.3K
49,515
+2%
增持
AMZN
AMAZON COM INC COM
+$165.5K
5,747
+23%
增持
TSCO
TRACTOR SUPPLY CO COM
+$164.5K
3,808
+9%
增持
PEP
PEPSICO INC COM
+$163.0K
25,982
+1%
增持
UPS
UNITED PARCEL SERVICE INC CL B
+$156.1K
30,841
+4%
减持
PFE
PFIZER INC COM
-$139.3K
41,957
-13%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$138.9K
1,160
-30%
增持
TJX
TJX COS INC NEW COM
+$138.4K
10,000
+6%
增持
META
META PLATFORMS INC CL A
+$135.1K
1,108
+12%
增持
WMT
WALMART INC COM
+$134.6K
8,167
+5%
减持
KLAC
KLA CORP COM NEW
-$127.9K
1,236
-6%
减持
IYW
ISHARES U.S. TECHNOLOGY ETF
-$127.0K
7,140
-11%
增持
LHX
L3HARRIS TECHNOLOGIES INC COM
+$125.9K
7,125
+2%
增持
IVE
ISHARES S&P 500 VALUE ETF
+$120.7K
7,817
+0%
增持
D
DOMINION ENERGY INC COM
+$111.0K
8,839
+8%
减持
BNY
BANK NEW YORK MELLON CORP COM
+$102.1K
12,030
-5%
增持
CVX
CHEVRON CORP NEW COM
-$98.8K
48,866
+5%
增持
PRU
PRUDENTIAL FINL INC COM
+$96.7K
14,151
+3%
减持
EFG
ISHARES MSCI EAFE GROWTH ETF
+$91.1K
20,185
-1%
增持
HSY
HERSHEY CO COM
+$84.4K
7,725
+2%
增持
HPQ
HP INC COM
+$49.8K
50,373
+0%
减持
ARKK
ARK INNOVATION ETF
-$41.8K
10,103
-15%
减持
SPY
SPDR S&P 500 ETF TRUST
+$39.1K
1,599
-1%
减持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$38.6K
24,928
-6%
增持
IFRA
ISHARES U.S. INFRASTRUCTURE ETF
+$31.3K
5,996
+1%
清仓
—
PROSPECT CAP CORP 6.375 03/01/2025
-$29.8K
0
-100%
增持
SCHW
SCHWAB CHARLES CORP COM
-$29.3K
28,239
+12%
减持
KMB
KIMBERLY-CLARK CORP COM
+$27.4K
13,922
-2%
减持
FIS
FIDELITY NATL INFORMATION SVCS COM
-$26.9K
6,076
-15%
减持
NSC
NORFOLK SOUTHN CORP COM
+$24.2K
1,789
-9%
减持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
-$14.3K
5,058
-9%
减持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$8.9K
2,269
-6%
减持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
+$4.5K
5,455
-7%
减持
IUSB
ISHARES CORE TOTAL USD BOND MARKET ETF
+$2.5K
5,190
-3%
