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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 94 项
建仓 11
增持 48
减持 32
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
AVGO
BROADCOM INC COM
+$4.3M
88,356
-6%
建仓
XLE
ENERGY SELECT SECTOR SPDR FUND
+$2.0M
23,887
减持
CVX
CHEVRON CORP NEW COM
-$1.7M
37,608
-23%
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。
减持
JPM
JPMORGAN CHASE & CO. COM
+$1.4M
49,086
-0%
减持
JNJ
JOHNSON & JOHNSON COM
-$1.2M
46,841
-4%
增持
PULS
PGIM ULTRA SHORT BOND ETF
+$970.0K
29,110
+207%
减持
LMT
LOCKHEED MARTIN CORP COM
-$960.9K
9,589
-0%
增持
UNH
UNITEDHEALTH GROUP INC COM
-$726.4K
10,463
+2%
减持
CSCO
CISCO SYS INC COM
+$711.1K
119,182
-0%
增持
ABBV
ABBVIE INC COM
-$701.3K
48,889
+3%
减持
IVV
ISHARES CORE S&P 500 ETF
-$639.7K
14,519
-9%
减持
UPS
UNITED PARCEL SERVICE INC CL B
-$621.0K
28,420
-8%
建仓
MTUM
ISHARES MSCI USA MOMENTUM FACTOR ETF
+$593.9K
2,870
增持
—
EXXON MOBIL CORP COM
-$577.8K
76,067
+2%
增持
SCHW
SCHWAB CHARLES CORP COM
+$552.3K
32,191
+14%
减持
PFE
PFIZER INC COM
-$544.2K
25,256
-40%
建仓
IHE
ISHARES U.S. PHARMACEUTICALS ETF
+$536.1K
8,157
建仓
IYT
ISHARES US TRANSPORTATION ETF
+$531.7K
7,869
清仓
ARKK
ARK INNOVATION ETF
-$480.2K
0
-100%
减持
BBY
BEST BUY INC COM
-$477.5K
26,833
-0%
增持
V
VISA INC COM CL A
+$447.1K
9,456
+2%
减持
MRK
MERCK & CO INC COM
-$401.3K
25,462
-1%
建仓
PJP
INVESCO PHARMACEUTICALS ETF
+$400.6K
4,849
增持
AMGN
AMGEN INC COM
-$400.4K
6,860
+1%
建仓
SHYM
ISHARES HIGH YIELD MUNI INCOME ACTIVE ETF
+$348.2K
15,368
增持
PEP
PEPSICO INC COM
-$340.8K
26,815
+3%
减持
HD
HOME DEPOT INC COM
-$330.3K
18,181
-0%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$318.7K
13,500
+23%
减持
HSY
HERSHEY CO COM
-$292.2K
7,023
-9%
增持
AAPL
APPLE INC COM
+$286.0K
11,861
+3%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-$284.1K
66,731
+168%
建仓
VZ
VERIZON COMMUNICATIONS INC COM
+$283.4K
7,087
增持
LEN
LENNAR CORP CL A
-$278.0K
6,522
+5%
增持
BMY
BRISTOL-MYERS SQUIBB CO COM
+$277.7K
46,520
+2%
增持
AMAT
APPLIED MATLS INC COM
-$274.6K
8,808
+4%
建仓
LLY
ELI LILLY & CO COM
+$263.7K
342
增持
TXN
TEXAS INSTRS INC COM
-$240.2K
15,266
+2%
增持
DRI
DARDEN RESTAURANTS INC COM
+$233.8K
7,228
+6%
建仓
NFLX
NETFLIX INC COM
+$232.6K
261
增持
IVW
ISHARES S&P 500 GROWTH ETF
+$227.2K
31,571
+2%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$224.3K
86,564
+8%
清仓
NVS
NOVARTIS AG SPONSORED ADR
-$222.1K
0
-100%
清仓
ELV
ELEVANCE HEALTH INC COM
-$216.8K
0
-100%
建仓
BBH
VANECK BIOTECH ETF
+$215.4K
1,372
减持
GILD
GILEAD SCIENCES INC COM
+$207.9K
24,497
-0%
建仓
ET
ENERGY TRANSFER L P COM UT LTD PTN
+$195.9K
10,000
减持
KLAC
KLA CORP COM NEW
-$189.7K
1,218
-1%
增持
CME
CME GROUP INC COM
+$187.1K
10,724
+3%
减持
HPQ
HP INC COM
-$169.1K
50,193
-0%
增持
LHX
L3HARRIS TECHNOLOGIES INC COM
-$164.6K
7,277
+2%
增持
EFV
ISHARES MSCI EAFE VALUE ETF
+$152.2K
41,857
+18%
减持
ADI
ANALOG DEVICES INC COM
-$149.1K
4,522
-6%
减持
COST
COSTCO WHSL CORP NEW COM
+$140.4K
5,078
-0%
增持
DYNF
BLACKROCK U.S. EQUITY FACTOR ROTATION ETF
+$140.3K
50,533
+2%
增持
MA
MASTERCARD INCORPORATED CL A
+$131.3K
3,193
+2%
增持
KMB
KIMBERLY-CLARK CORP COM
-$130.4K
14,121
+1%
增持
PNC
PNC FINL SVCS GROUP INC COM
+$126.8K
15,135
+0%
增持
UNP
UNION PAC CORP COM
-$126.6K
11,103
+3%
减持
MO
ALTRIA GROUP INC COM
+$117.5K
117,809
-0%
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$117.3K
629
+50%
增持
LRCX
LAM RESEARCH CORP COM NEW
-$114.1K
21,907
+954%
减持
MTB
M & T BK CORP COM
+$106.2K
13,549
-1%
增持
ADP
AUTOMATIC DATA PROCESSING INC COM
+$105.2K
5,103
+2%
减持
META
META PLATFORMS INC CL A
-$99.7K
913
-18%
增持
TJX
TJX COS INC NEW COM
+$96.4K
10,527
+5%
增持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$95.4K
15,988
+4%
增持
PAYX
PAYCHEX INC COM
+$92.8K
11,965
+1%
减持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
-$90.0K
4,377
-13%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$80.4K
16,317
+3%
增持
ALL
ALLSTATE CORP COM
+$73.4K
6,099
+5%
增持
MSFT
MICROSOFT CORP COM
+$67.0K
25,689
+3%
减持
BNY
BANK NEW YORK MELLON CORP COM
+$59.5K
12,026
-0%
增持
IYW
ISHARES U.S. TECHNOLOGY ETF
+$58.0K
7,150
+0%
增持
EFG
ISHARES MSCI EAFE GROWTH ETF
+$56.6K
23,025
+14%
减持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
-$51.5K
4,735
-13%
减持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
-$50.5K
2,037
-10%
增持
CF
CF INDS HLDGS INC COM
+$48.3K
14,161
+5%
增持
IVE
ISHARES S&P 500 VALUE ETF
-$46.7K
7,830
+0%
减持
D
DOMINION ENERGY INC COM
-$44.1K
8,666
-2%
增持
PG
PROCTER AND GAMBLE CO COM
-$43.1K
29,361
+2%
减持
WM
WASTE MGMT INC DEL COM
-$38.7K
6,301
-0%
减持
SPY
SPDR S&P 500 ETF TRUST
-$37.1K
1,502
-6%
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$34.2K
10,634
+4%
减持
TFC
TRUIST FINL CORP COM
+$33.8K
77,986
-0%
减持
NSC
NORFOLK SOUTHN CORP COM
-$33.6K
1,751
-2%
增持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
-$33.5K
19,351
+7%
减持
FIS
FIDELITY NATL INFORMATION SVCS COM
-$31.0K
5,916
-3%
增持
FAST
FASTENAL CO COM
+$26.9K
22,457
+1%
增持
TSCO
TRACTOR SUPPLY CO COM
-$15.9K
20,579
+440%
减持
AMZN
AMAZON COM INC COM
-$11.2K
4,830
-16%
增持
PRU
PRUDENTIAL FINL INC COM
-$10.4K
14,370
+2%
增持
MET
METLIFE INC COM
+$10.1K
33,598
+1%
增持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
-$5.9K
1,539
+0%
增持
IFRA
ISHARES U.S. INFRASTRUCTURE ETF
-$2.2K
6,036
+1%
