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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 68
增持 43
减持 37
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
MRK
MERCK & CO INC COM
+$1.9M
92,000
-1%
增持
IVE
ISHARES S&P 500 VALUE ETF
+$1.3M
20,521
+40%
减持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
-$1.3M
9,062
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。
-44%
增持
HD
HOME DEPOT INC COM
-$1.3M
22,931
+1%
减持
CVX
CHEVRON CORPORATION COM
-$1.2M
46,620
-12%
建仓
IYE
ISHARES U.S. ENERGY ETF
+$1.1M
23,805
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$989.5K
54,631
+34%
减持
AMAT
APPLIED MATLS INC COM
+$869.5K
17,350
-1%
增持
MSFT
MICROSOFT CORP COM
-$846.0K
26,623
+0%
增持
MO
ALTRIA GROUP INC COM
-$823.6K
115,202
+2%
建仓
IYT
ISHARES US TRANSPORTATION ETF
+$811.2K
10,887
减持
JNJ
JOHNSON & JOHNSON COM
+$746.5K
40,062
-2%
建仓
IYK
ISHARES U.S. CONSUMER STAPLES ETF
+$711.0K
10,625
增持
BMY
BRISTOL-MYERS SQUIBB CO COM
+$686.8K
67,882
+3%
减持
KMB
KIMBERLY-CLARK CORP COM
-$681.9K
11,261
-23%
增持
MTUM
ISHARES MSCI USA MOMENTUM FACTOR ETF
+$676.4K
6,238
+81%
增持
—
EXXON MOBIL CORP COM
+$666.2K
77,053
+1%
增持
PULS
PGIM ULTRA SHORT BOND ETF
+$645.9K
88,605
+18%
减持
LEN
LENNAR CORP CL A
-$599.0K
25,426
-0%
增持
AMGN
AMGEN INC COM
+$574.5K
11,165
+2%
减持
LRCX
LAM RESEARCH CORP COM NEW
+$545.4K
32,491
-13%
减持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-$528.3K
24,459
-44%
建仓
IHE
ISHARES U.S. PHARMACEUTICALS ETF
+$521.4K
6,146
增持
IVV
ISHARES CORE S&P 500 ETF
+$511.5K
9,122
+6%
减持
PFE
PFIZER INC COM
-$506.5K
7,579
-72%
增持
DYNF
BLACKROCK U.S. EQUITY FACTOR ROTATION ETF
+$484.5K
69,083
+10%
减持
HPQ
HP INC COM
-$480.1K
49,311
-15%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$469.1K
107,099
+7%
减持
META
META PLATFORMS INC CL A
-$434.4K
242
-70%
减持
AVGO
BROADCOM INC COM
+$433.5K
63,553
-3%
减持
ABBV
ABBVIE INC COM
-$413.3K
52,092
-2%
建仓
IEDI
ISHARES U.S. CONSUMER FOCUSED ETF
+$394.3K
7,162
清仓
IBIT
ISHARES BITCOIN TRUST ETF
-$390.0K
0
-100%
增持
FAST
FASTENAL CO COM
-$376.1K
45,660
+1%
清仓
ET
ENERGY TRANSFER L P COM UT LTD PTN
-$343.2K
0
-100%
建仓
DGRW
WISDOMTREE US QUALITY DIVIDEND GROWTH FUND
+$337.9K
3,779
减持
CSCO
CISCO SYS INC COM
+$336.4K
56,401
-4%
增持
OEF
ISHARES S&P 100 ETF
+$331.9K
8,913
+9%
增持
TSCO
TRACTOR SUPPLY CO COM
-$323.5K
55,554
+2%
建仓
EPD
ENTERPRISE PRODS PARTNERS L P COM
+$320.6K
10,000
增持
IVW
ISHARES S&P 500 GROWTH ETF
+$316.0K
31,866
+7%
建仓
LLY
ELI LILLY & CO COM
+$314.6K
293
增持
V
VISA INC COM CL A
+$277.8K
17,732
+2%
增持
MA
MASTERCARD INCORPORATED CL A
+$275.3K
7,134
+7%
减持
EFG
ISHARES MSCI EAFE GROWTH ETF
-$271.8K
842
-74%
减持
ABT
ABBOTT LABS COM
-$270.3K
21,435
-3%
增持
TJX
TJX COS INC NEW COM
+$263.1K
21,421
+2%
建仓
IXN
ISHARES GLOBAL TECH ETF
+$257.6K
2,453
建仓
IHI
ISHARES U.S. MEDICAL DEVICES ETF
+$250.2K
4,025
减持
BBY
BEST BUY INC COM
-$249.4K
26,669
-1%
建仓
T
AT&T INC COM
+$248.4K
10,000
建仓
DUK
DUKE ENERGY CORP NEW COM NEW
+$238.9K
2,038
减持
JPM
JPMORGAN CHASE & CO COM
+$238.8K
36,503
-0%
建仓
VYMI
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF
+$231.8K
2,575
减持
CF
CF INDUSTRIES HOLD COM
-$228.3K
16,348
-2%
减持
GLD
SPDR GOLD SHARES
-$216.2K
800
-47%
增持
D
DOMINION ENERGY INC COM
+$211.6K
11,730
+51%
增持
ADP
AUTOMATIC DATA PROCESSING INC COM
-$197.0K
7,527
+4%
增持
THRO
ISHARES U.S. THEMATIC ROTATION ACTIVE ETF
+$192.0K
44,556
+11%
减持
PG
PROCTER & GAMBLE CO COM
-$192.0K
16,460
-1%
减持
COST
COSTCO WHOLESALE CORPORATION COM
-$191.8K
2,299
-2%
建仓
GOOGL
ALPHABET INC CAP STK CL A
+$186.4K
595
减持
UPS
UNITED PARCEL SVCS INC CL B
-$181.2K
40,959
-19%
减持
NEM
NEWMONT CORP COM
+$180.7K
21,740
-8%
减持
PAYX
PAYCHEX INC COM
-$180.7K
12,357
-0%
减持
VZ
VERIZON COMMUNICATIONS INC COM
-$179.3K
1,115
-78%
建仓
KO
COCA COLA CO COM
+$177.4K
2,537
增持
PRU
PRUDENTIAL FINL INC COM
+$170.3K
16,416
+1%
增持
MDLZ
MONDELEZ INTL INC CL A
-$166.6K
20,589
+1%
建仓
COF
CAPITAL ONE FINL CORP COM
+$161.9K
668
建仓
—
EATON CORP PLC SHS
+$155.5K
488
建仓
VTV
VANGUARD VALUE ETF
+$154.7K
810
建仓
VUG
VANGUARD GROWTH ETF
+$150.7K
309
增持
TROW
PRICE T ROWE GROUP INC COM
+$147.9K
31,940
+5%
建仓
ELV
ELEVANCE HEALTH INC FORMERLY A COM
+$146.2K
417
建仓
AEP
AMERICAN ELEC PWR CO INC COM
+$143.9K
1,248
建仓
GOVT
ISHARES U.S. TREASURY BOND ETF
+$142.2K
6,178
减持
UNH
UNITEDHEALTH GROUP INC COM
-$136.5K
8,879
-0%
增持
ITA
ISHARES U.S. AEROSPACE & DEFENSE ETF
+$131.3K
4,722
+12%
建仓
IHF
ISHARES U.S. HEALTHCARE PROVIDERS ETF
+$129.1K
2,693
增持
—
TRANE TECHNOLOGIES PLC SHS
+$121.4K
1,421
+39%
建仓
XLE
STATE STREET ENERGY SELECT SECTOR SPDR ETF
+$120.0K
2,684
增持
TGT
TARGET CORP COM
+$119.5K
13,162
+1%
建仓
MCD
MCDONALDS CORP COM
+$118.6K
388
建仓
ORCL
ORACLE CORP COM
+$117.9K
605
建仓
IYG
ISHARES US FINANCIAL SERVICES ETF
+$112.4K
1,218
减持
VCRM
VANGUARD CORE TAX-EXEMPT BOND ETF
-$111.6K
4,000
-27%
增持
PFG
PRINCIPAL FINANCIAL GROUP INC COM
+$109.7K
15,747
+2%
减持
NVS
NOVARTIS AG SPONSORED ADR
-$109.6K
1,931
-34%
建仓
KNSL
KINSALE CAP GROUP INC COM
+$108.7K
278
建仓
XLV
STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF
+$108.5K
701
建仓
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$107.7K
1,078
建仓
HON
HONEYWELL INTL INC COM
+$107.7K
552
建仓
ITB
ISHARES U.S. HOME CONSTRUCTION ETF
+$103.7K
1,077
建仓
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
+$103.4K
3,171
建仓
IWY
ISHARES RUSSELL TOP 200 GROWTH ETF
+$103.3K
373
增持
BAI
ISHARES A.I. INNOVATION AND TECH ACTIVE ETF
+$98.5K
45,319
+10%
增持
AMZN
AMAZON COM INC COM
+$98.2K
4,496
+5%
建仓
LNC
LINCOLN NATL CORP IND COM
+$96.8K
2,174
建仓
LOW
LOWES COS INC COM
+$94.2K
391
建仓
CVS
CVS HEALTH CORP COM
+$91.6K
1,154
增持
ADI
ANALOG DEVICES INC COM
+$88.1K
3,453
+0%
建仓
AXP
AMERICAN EXPRESS CO COM
+$87.3K
236
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$87.2K
3,513
+35%
建仓
MCK
MCKESSON CORP COM
+$87.0K
106
减持
KLAC
KLA CORP COM NEW
+$86.9K
1,023
-5%
增持
RF
REGIONS FINANCIAL CORP NEW COM
+$85.2K
56,330
+3%
建仓
RIO
RIO TINTO PLC SPONSORED ADR
+$85.1K
1,064
建仓
RSG
REPUBLIC SVCS INC COM
+$84.8K
400
建仓
TSLA
TESLA INC COM
+$83.2K
185
增持
WMT
WALMART INC COM
+$82.5K
8,400
+1%
建仓
FRST
PRIMIS FINANCIAL CORP COM
+$82.3K
5,914
增持
MET
METLIFE INC COM
-$81.7K
26,953
+0%
建仓
CAT
CATERPILLAR INC COM
+$81.2K
142
增持
CTAS
CINTAS CORP COM
-$78.0K
5,769
+2%
建仓
MKL
MARKEL GROUP INC COM
+$77.4K
36
建仓
IGEB
ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF
+$77.2K
1,690
建仓
IYJ
ISHARES U.S. INDUSTRIALS ETF
+$76.8K
518
减持
PEP
PEPSICO INC COM
+$75.2K
54,386
-1%
增持
TRV
TRAVELERS COMPANIES INC COM
+$73.7K
4,689
+2%
建仓
MBB
ISHARES MBS ETF
+$73.5K
772
建仓
—
CHUBB LIMITED COM
+$72.7K
233
减持
TXN
TEXAS INSTRS INC COM
-$72.6K
1,945
-13%
建仓
SPYM
STATE STREET SPDR PORTFOLIO S&P 500 ETF
+$71.9K
897
建仓
IR
INGERSOLL RAND INC COM
+$71.5K
902
建仓
ADBE
ADOBE INC COM
+$69.3K
198
建仓
RPM
RPM INTL INC COM
+$69.2K
665
增持
NFLX
NETFLIX INC. COM
-$68.2K
2,610
+900%
减持
LHX
L3HARRIS TECHNOLOGIES INC COM
-$67.3K
1,509
-10%
增持
ALL
ALLSTATE CORP COM
+$66.4K
14,753
+5%
建仓
—
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
+$64.4K
234
减持
BNY
BANK NEW YORK MELLON CORP COM
+$63.4K
10,580
-1%
建仓
POOL
POOL CORP COM
+$60.8K
266
建仓
IYW
ISHARES U.S. TECHNOLOGY ETF
+$60.5K
303
建仓
BAC
BANK AMERICA CORP COM
+$59.8K
1,088
建仓
MPC
MARATHON PETE CORP COM
+$59.7K
367
建仓
AWK
AMERICAN WTR WKS CO INC NEW COM
+$57.9K
444
建仓
GE
GE AEROSPACE COM NEW
+$57.3K
186
建仓
NUE
NUCOR CORP COM
+$56.6K
347
建仓
CTVA
CORTEVA INC COM
+$55.8K
833
建仓
CAH
CARDINAL HEALTH INC COM
+$54.0K
263
减持
HSY
HERSHEY CO COM
-$52.6K
9,632
-0%
建仓
RBLX
ROBLOX CORP CL A
+$51.4K
634
增持
MTB
M & T BK CORP COM
+$51.1K
10,991
+0%
建仓
MU
MICRON TECHNOLOGY INC COM
+$49.9K
175
增持
GIS
GENERAL MILLS INC COM
-$47.2K
23,854
+4%
减持
UNP
UNION PAC CORP COM
-$46.4K
2,495
-5%
建仓
VEGI
ISHARES MSCI AGRICULTURE PRODUCERS ETF
+$45.9K
1,191
建仓
LCTU
ISHARES U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF
+$45.0K
608
建仓
GOOG
ALPHABET INC CAP STK CL C
+$44.6K
142
