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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 95 项
建仓 6
增持 57
减持 21
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
AVGO
BROADCOM INC COM
-$6.2M
85,406
-3%
增持
CVX
CHEVRON CORP NEW COM
+$3.6M
53,928
+43%
清仓
XLE
ENERGY SELECT SECTOR SPDR FUND
-$2.0M
0
-100%
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
JNJ
JOHNSON & JOHNSON COM
+$1.8M
51,988
+11%
增持
ABBV
ABBVIE INC COM
+$1.8M
50,029
+2%
增持
—
EXXON MOBIL CORP COM
+$1.4M
80,171
+5%
增持
MO
ALTRIA GROUP INC COM
+$1.0M
119,782
+2%
减持
EFG
ISHARES MSCI EAFE GROWTH ETF
-$942.3K
12,872
-44%
增持
MSFT
MICROSOFT CORP COM
-$926.1K
26,377
+3%
增持
AMGN
AMGEN INC COM
+$819.7K
8,370
+22%
建仓
GLD
SPDR GOLD SHARES
+$792.4K
2,750
清仓
IBIT
ISHARES BITCOIN TRUST ETF
-$716.2K
0
-100%
增持
PULS
PGIM ULTRA SHORT BOND ETF
+$678.5K
42,648
+47%
建仓
OEF
ISHARES S&P 100 ETF
+$598.3K
2,209
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$589.0K
16,794
+3%
增持
IVE
ISHARES S&P 500 VALUE ETF
+$585.0K
10,912
+39%
减持
IVV
ISHARES CORE S&P 500 ETF
-$549.8K
14,233
-2%
增持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$549.5K
19,876
+24%
清仓
IHE
ISHARES U.S. PHARMACEUTICALS ETF
-$536.1K
0
-100%
清仓
META
META PLATFORMS INC CL A
-$534.7K
0
-100%
清仓
IYT
ISHARES US TRANSPORTATION ETF
-$531.7K
0
-100%
减持
AMZN
AMAZON COM INC COM
-$531.3K
2,777
-43%
增持
GILD
GILEAD SCIENCES INC COM
+$511.2K
24,757
+1%
增持
CME
CME GROUP INC COM
+$418.5K
10,965
+2%
建仓
HEFA
ISHARES CURRENCY HEDGED MSCI EAFE ETF
+$415.8K
11,459
清仓
PJP
INVESCO PHARMACEUTICALS ETF
-$400.6K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$393.6K
10,857
+4%
增持
V
VISA INC COM CL A
+$387.2K
9,632
+2%
增持
HD
HOME DEPOT INC COM
-$381.2K
18,257
+0%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$365.3K
89,723
+4%
增持
CSCO
CISCO SYS INC COM
+$360.2K
120,171
+1%
增持
PFE
PFIZER INC COM
+$344.3K
40,031
+59%
增持
LMT
LOCKHEED MARTIN CORP COM
-$339.6K
9,671
+1%
增持
SCHW
SCHWAB CHARLES CORP COM
+$329.6K
34,646
+8%
建仓
TSLA
TESLA INC COM
+$307.1K
1,185
增持
BBY
BEST BUY INC COM
-$296.8K
27,245
+2%
增持
JPM
JPMORGAN CHASE & CO. COM
+$283.8K
49,124
+0%
清仓
VZ
VERIZON COMMUNICATIONS INC COM
-$283.4K
0
-100%
清仓
IFRA
ISHARES U.S. INFRASTRUCTURE ETF
-$279.4K
0
-100%
增持
HSY
HERSHEY CO COM
+$276.7K
8,572
+22%
增持
BMY
BRISTOL-MYERS SQUIBB CO COM
+$265.4K
47,493
+2%
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$265.1K
15,200
+43%
清仓
LLY
ELI LILLY & CO COM
-$263.7K
0
-100%
减持
MRK
MERCK & CO INC COM
-$255.6K
25,372
-0%
增持
AAPL
APPLE INC COM
-$238.4K
12,298
+4%
建仓
PM
PHILIP MORRIS INTL INC COM
+$232.2K
1,463
减持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-$227.1K
57,079
-14%
清仓
BBH
VANECK BIOTECH ETF
-$215.4K
0
-100%
建仓
NVS
NOVARTIS AG SPONSORED ADR
+$215.3K
1,931
增持
IVW
ISHARES S&P 500 GROWTH ETF
-$210.0K
32,268
+2%
增持
HPQ
HP INC COM
-$209.1K
51,596
+3%
增持
KMB
KIMBERLY-CLARK CORP COM
+$206.8K
14,465
+2%
增持
PNC
PNC FINL SVCS GROUP INC COM
-$204.9K
15,440
+2%
增持
DRI
DARDEN RESTAURANTS INC COM
+$198.0K
7,448
+3%
增持
COST
COSTCO WHSL CORP NEW COM
+$196.2K
5,127
+1%
清仓
ET
ENERGY TRANSFER L P COM UT LTD PTN
-$195.9K
0
-100%
增持
UPS
UNITED PARCEL SERVICE INC CL B
+$189.3K
34,304
+21%
减持
WM
WASTE MGMT INC DEL COM
+$184.3K
6,288
-0%
增持
PG
PROCTER AND GAMBLE CO COM
+$180.0K
29,940
+2%
减持
EFV
ISHARES MSCI EAFE VALUE ETF
-$178.0K
34,242
-18%
增持
TFC
TRUIST FINL CORP COM
-$171.9K
78,034
+0%
增持
PAYX
PAYCHEX INC COM
+$170.5K
11,980
+0%
减持
PEP
PEPSICO INC COM
-$169.9K
26,062
-3%
增持
FAST
FASTENAL CO COM
+$166.3K
22,968
+2%
减持
SPY
SPDR S&P 500 ETF TRUST
-$165.3K
1,278
-15%
增持
UNP
UNION PAC CORP COM
+$151.3K
11,358
+2%
减持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
-$143.5K
16,873
-13%
增持
ALL
ALLSTATE CORP COM
+$143.2K
6,370
+4%
增持
TSCO
TRACTOR SUPPLY CO COM
+$122.5K
22,041
+7%
增持
IYW
ISHARES U.S. TECHNOLOGY ETF
-$109.7K
7,340
+3%
增持
ADP
AUTOMATIC DATA PROCESSING INC COM
+$108.4K
5,244
+3%
增持
MA
MASTERCARD INCORPORATED CL A
+$105.5K
3,260
+2%
增持
AMAT
APPLIED MATLS INC COM
-$99.9K
9,182
+4%
增持
MTB
M & T BK CORP COM
-$75.8K
13,827
+2%
增持
LRCX
LAM RESEARCH CORP COM NEW
+$75.5K
22,804
+4%
减持
QQQ
INVESCO QQQ TRUST SERIES I
-$74.7K
527
-16%
减持
BNY
BANK NEW YORK MELLON CORP COM
+$71.0K
11,863
-1%
增持
CF
CF INDS HLDGS INC COM
-$59.1K
14,704
+4%
减持
ADI
ANALOG DEVICES INC COM
-$54.6K
4,494
-1%
减持
KLAC
KLA CORP COM NEW
+$54.4K
1,209
-1%
增持
DYNF
BLACKROCK U.S. EQUITY FACTOR ROTATION ETF
-$51.9K
52,049
+3%
增持
TJX
TJX COS INC NEW COM
+$50.7K
10,858
+3%
增持
LHX
L3HARRIS TECHNOLOGIES INC COM
+$48.6K
7,543
+4%
减持
FIS
FIDELITY NATL INFORMATION SVCS COM
-$47.5K
5,762
-3%
增持
PRU
PRUDENTIAL FINL INC COM
-$45.7K
14,842
+3%
减持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
-$45.1K
3,981
-9%
增持
TXN
TEXAS INSTRS INC COM
-$34.0K
15,740
+3%
减持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
-$22.8K
1,939
-5%
减持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
-$18.6K
4,400
-7%
增持
MET
METLIFE INC COM
-$18.0K
34,040
+1%
增持
MTUM
ISHARES MSCI USA MOMENTUM FACTOR ETF
+$17.4K
3,024
+5%
增持
WMT
WALMART INC COM
-$11.9K
8,269
+1%
增持
LEN
LENNAR CORP CL A
+$9.9K
7,835
+20%
减持
D
DOMINION ENERGY INC COM
+$7.9K
8,465
-2%
减持
NSC
NORFOLK SOUTHN CORP COM
+$448
1,737
-1%
