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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 104 项
建仓 9
增持 65
减持 28
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
AVGO
BROADCOM INC COM
+$3.5M
65,357
-0%
增持
ABBV
ABBVIE INC COM
+$2.6M
53,191
+2%
增持
LMT
LOCKHEED MARTIN CORP COM
+$1.7M
15,252
+20%
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
LRCX
LAM RESEARCH CORP COM NEW
+$1.4M
37,464
+1%
增持
OEF
ISHARES S&P 100 ETF
+$1.4M
8,187
+89%
增持
JNJ
JOHNSON & JOHNSON COM
+$1.4M
40,688
+1%
增持
HD
HOME DEPOT INC COM
+$1.2M
22,720
+5%
减持
EFG
ISHARES MSCI EAFE GROWTH ETF
-$1.1M
3,229
-75%
增持
JPM
JPMORGAN CHASE & CO. COM
+$1.0M
36,532
+1%
清仓
IYW
ISHARES U.S. TECHNOLOGY ETF
-$963.7K
0
-100%
增持
MO
ALTRIA GROUP INC COM
+$961.9K
113,021
+2%
增持
BAI
ISHARES A.I. INNOVATION AND TECH ACTIVE ETF
+$895.1K
41,294
+131%
建仓
ITA
ISHARES U.S. AEROSPACE & DEFENSE ETF
+$882.4K
4,217
增持
DYNF
BLACKROCK U.S. EQUITY FACTOR ROTATION ETF
+$874.3K
62,777
+20%
增持
MSFT
MICROSOFT CORP COM
+$808.3K
26,491
+2%
增持
MRK
MERCK & CO INC COM
+$786.9K
93,003
+5%
增持
CVX
CHEVRON CORP NEW COM
+$764.5K
53,181
+2%
增持
PEP
PEPSICO INC COM
+$695.9K
55,043
+3%
增持
NEM
NEWMONT CORP COM
+$684.7K
23,604
+5%
增持
TJX
TJX COS INC NEW COM
+$674.9K
20,945
+10%
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$618.1K
40,698
+18%
增持
PULS
PGIM ULTRA SHORT BOND ETF
+$614.2K
75,216
+19%
增持
LEN
LENNAR CORP CL A
+$570.7K
25,490
+7%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$529.7K
100,360
+7%
增持
—
EXXON MOBIL CORP COM
+$521.4K
76,331
+2%
减持
EFV
ISHARES MSCI EAFE VALUE ETF
-$519.0K
41,529
-21%
增持
AMAT
APPLIED MATLS INC COM
+$518.9K
17,530
+5%
建仓
BINC
ISHARES FLEXIBLE INCOME ACTIVE ETF
+$505.8K
9,500
增持
UPS
UNITED PARCEL SERVICE INC CL B
-$488.8K
50,807
+8%
建仓
NVDA
NVIDIA CORPORATION COM
+$484.4K
2,596
减持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
-$472.0K
16,076
-18%
增持
IVV
ISHARES CORE S&P 500 ETF
+$449.6K
8,571
+1%
建仓
VCRM
VANGUARD CORE TAX-EXEMPT BOND ETF
+$413.9K
5,500
增持
ALL
ALLSTATE CORP COM
+$395.5K
13,997
+8%
增持
V
VISA INC COM CL A
+$394.5K
17,403
+11%
增持
TSCO
TRACTOR SUPPLY CO COM
+$372.9K
54,541
+5%
增持
IVW
ISHARES S&P 500 GROWTH ETF
+$360.9K
29,919
+1%
增持
TROW
PRICE T ROWE GROUP INC COM
+$357.3K
30,418
+6%
增持
FAST
FASTENAL CO COM
+$352.1K
45,033
+2%
建仓
ET
ENERGY TRANSFER L P COM UT LTD PTN
+$343.2K
20,000
增持
MA
MASTERCARD INCORPORATED CL A
+$322.9K
6,676
+8%
建仓
MUNI
PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND
+$287.5K
5,500
增持
BBY
BEST BUY INC COM
+$265.6K
26,902
+2%
增持
HSY
HERSHEY CO COM
+$251.9K
9,652
+3%
增持
RF
REGIONS FINANCIAL CORP NEW COM
+$246.4K
54,658
+8%
清仓
COF
CAPITAL ONE FINL CORP COM
-$243.6K
0
-100%
增持
BMY
BRISTOL-MYERS SQUIBB CO COM
+$235.2K
65,960
+11%
增持
HPQ
HP INC COM
+$230.5K
57,979
+5%
建仓
IEFA
ISHARES CORE MSCI EAFE ETF
+$227.1K
2,601
增持
AMGN
AMGEN INC COM
+$225.3K
10,914
+7%
建仓
VZ
VERIZON COMMUNICATIONS INC COM
+$224.7K
5,114
增持
COP
CONOCOPHILLIPS COM
+$212.8K
15,612
+11%
减持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-$209.4K
43,929
-17%
建仓
IXUS
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
+$204.9K
2,481
增持
THRO
ISHARES U.S. THEMATIC ROTATION ACTIVE ETF
+$199.9K
40,308
+8%
增持
ABT
ABBOTT LABS COM
+$198.5K
22,069
+9%
减持
COST
COSTCO WHSL CORP NEW COM
-$193.6K
2,349
-2%
减持
PFE
PFIZER INC COM
-$189.0K
27,286
-25%
增持
AFL
AFLAC INC COM
+$188.7K
11,905
+10%
增持
TRV
TRAVELERS COMPANIES INC COM
+$183.8K
4,607
+12%
增持
IVE
ISHARES S&P 500 VALUE ETF
+$183.2K
14,614
+1%
增持
PFG
PRINCIPAL FINANCIAL GROUP INC COM
+$166.1K
15,430
+10%
增持
ADP
AUTOMATIC DATA PROCESSING INC COM
+$152.6K
7,268
+13%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$145.2K
6,000
+50%
增持
NVS
NOVARTIS AG SPONSORED ADR
+$142.2K
2,931
+52%
减持
FIS
FIDELITY NATL INFORMATION SVCS COM
-$141.4K
4,642
-16%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$136.9K
8,884
-14%
增持
MTUM
ISHARES MSCI USA MOMENTUM FACTOR ETF
+$135.7K
3,451
+11%
减持
CSCO
CISCO SYS INC COM
-$132.5K
58,581
-2%
减持
BNY
BANK NEW YORK MELLON CORP COM
+$131.9K
10,690
-6%
减持
KLAC
KLA CORP COM NEW
+$121.8K
1,072
-7%
增持
PAYX
PAYCHEX INC COM
-$110.7K
12,361
+7%
减持
CME
CME GROUP INC COM
-$99.5K
2,228
-12%
减持
TXN
TEXAS INSTRS INC COM
-$97.1K
2,232
-9%
减持
UNP
UNION PAC CORP COM
-$97.0K
2,638
-16%
增持
PG
PROCTER AND GAMBLE CO COM
+$96.0K
16,602
+8%
增持
MET
METLIFE INC COM
+$87.6K
26,822
+2%
增持
MTB
M & T BK CORP COM
+$77.6K
10,947
+2%
增持
DRI
DARDEN RESTAURANTS INC COM
-$72.4K
7,374
+9%
增持
GIS
GENERAL MLS INC COM
+$71.7K
22,935
+10%
增持
META
META PLATFORMS INC CL A
+$66.4K
809
+13%
增持
CF
CF INDS HLDGS INC COM
+$66.2K
16,641
+7%
减持
WM
WASTE MGMT INC DEL COM
-$58.6K
5,990
-1%
增持
EOG
EOG RES INC COM
+$56.2K
10,772
+12%
增持
CTAS
CINTAS CORP COM
+$52.7K
5,666
+14%
增持
WMT
WALMART INC COM
+$44.0K
8,280
+0%
减持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
-$43.0K
3,963
-12%
减持
PNC
PNC FINL SVCS GROUP INC COM
-$34.7K
2,876
-12%
减持
SCHW
SCHWAB CHARLES CORP COM
-$31.4K
5,649
-10%
减持
PM
PHILIP MORRIS INTL INC COM
-$29.7K
1,465
-0%
增持
TGT
TARGET CORP COM
+$26.4K
13,011
+13%
减持
LHX
L3HARRIS TECHNOLOGIES INC COM
+$20.7K
1,671
-14%
增持
KMB
KIMBERLY-CLARK CORP COM
+$19.4K
14,621
+5%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$17.9K
2,559
+2%
减持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
-$17.8K
5,098
-11%
减持
NSC
NORFOLK SOUTHN CORP COM
+$17.5K
1,470
-11%
增持
PRU
PRUDENTIAL FINL INC COM
+$15.9K
16,221
+5%
增持
MDLZ
MONDELEZ INTL INC CL A
-$14.3K
20,409
+7%
减持
TFC
TRUIST FINL CORP COM
-$12.1K
19,702
-7%
减持
GILD
GILEAD SCIENCES INC COM
-$11.9K
1,923
-5%
增持
MCHP
MICROCHIP TECHNOLOGY INC. COM
-$7.3K
20,605
+9%
减持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$7.0K
1,786
-3%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
-$4.2K
4,455
-6%
减持
D
DOMINION ENERGY INC COM
-$3.4K
7,776
-8%
