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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 2
增持 58
减持 23
清仓 67
方向
标的
Δ市值
现股数(环比)
增持
—
EXXON MOBIL CORP COM
+$4.1M
78,529
+2%
增持
CVX
CHEVRON CORPORATION COM
+$3.2M
49,673
+7%
清仓
OEF
ISHARES S&P 100 ETF
-$3.1M
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
PULS
PGIM ULTRA SHORT BOND ETF
+$2.9M
148,166
+67%
减持
AVGO
BROADCOM INC COM
-$2.3M
63,541
-0%
增持
LMT
LOCKHEED MARTIN CORP COM
+$2.2M
16,119
+3%
增持
EFG
ISHARES MSCI EAFE GROWTH ETF
+$1.9M
17,972
+2034%
增持
IVV
ISHARES CORE S&P 500 ETF
+$1.8M
12,311
+35%
增持
MSFT
MICROSOFT CORP COM
-$1.8M
29,978
+13%
增持
JNJ
JOHNSON & JOHNSON COM
+$1.7M
40,833
+2%
增持
MRK
MERCK & CO INC COM
+$1.6M
93,906
+2%
减持
AMAT
APPLIED MATLS INC COM
+$1.4M
17,257
-1%
增持
PEP
PEPSICO INC COM
+$1.3M
58,951
+8%
建仓
IDEF
ISHARES DEFENSE INDUSTRIALS ACTIVE ETF
+$1.3M
38,884
增持
MO
ALTRIA GROUP INC COM
+$1.3M
119,685
+4%
减持
LRCX
LAM RESEARCH CORP COM NEW
+$1.2M
31,746
-2%
建仓
BLCR
ISHARES LARGE CAP CORE ACTIVE ETF
+$1.2M
28,847
清仓
ITA
ISHARES U.S. AEROSPACE & DEFENSE ETF
-$1.0M
0
-100%
增持
CF
CF INDUSTRIES HOLD COM
+$991.5K
17,374
+6%
增持
JPM
JPMORGAN CHASE & CO COM
-$818.6K
37,202
+2%
增持
BMY
BRISTOL-MYERS SQUIBB CO COM
+$713.4K
72,135
+6%
增持
COP
CONOCOPHILLIPS COM
+$712.8K
16,685
+5%
增持
EOG
EOG RES INC COM
+$569.6K
12,040
+8%
减持
IYT
ISHARES US TRANSPORTATION ETF
-$541.8K
3,611
-67%
增持
AMGN
AMGEN INC COM
+$485.8K
11,767
+5%
减持
IYK
ISHARES U.S. CONSUMER STAPLES ETF
-$463.3K
3,537
-67%
增持
UPS
UNITED PARCEL SVCS INC CL B
+$461.8K
45,990
+12%
增持
TGT
TARGET CORP COM
+$418.7K
14,070
+7%
减持
AMZN
AMAZON COM INC COM
-$408.6K
3,021
-33%
增持
FAST
FASTENAL CO COM
+$388.4K
47,861
+5%
增持
TJX
TJX COS INC NEW COM
+$355.3K
22,829
+7%
增持
HD
HOME DEPOT INC COM
+$354.5K
25,069
+9%
增持
HSY
HERSHEY CO COM
+$339.2K
10,063
+4%
清仓
GLD
SPDR GOLD SHARES
-$317.0K
0
-100%
清仓
LLY
ELI LILLY & CO COM
-$314.6K
0
-100%
增持
EFV
ISHARES MSCI EAFE VALUE ETF
+$311.0K
42,662
+6%
清仓
FIS
FIDELITY NATL INFORMATION SVCS COM
-$297.1K
0
-100%
减持
DYNF
BLACKROCK U.S. EQUITY FACTOR ROTATION ETF
-$288.1K
67,254
-3%
减持
AAPL
APPLE INC COM
-$269.5K
12,118
-2%
减持
BINC
ISHARES FLEXIBLE INCOME ACTIVE ETF
-$267.6K
4,500
-53%
清仓
IXN
ISHARES GLOBAL TECH ETF
-$257.6K
0
-100%
清仓
IHI
ISHARES U.S. MEDICAL DEVICES ETF
-$250.2K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$246.2K
681
-40%
增持
BAI
ISHARES A.I. INNOVATION AND TECH ACTIVE ETF
+$243.2K
53,181
+17%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$238.9K
110,969
+4%
减持
IHE
ISHARES U.S. PHARMACEUTICALS ETF
-$236.2K
3,290
-46%
减持
PG
PROCTER & GAMBLE CO COM
-$230.5K
14,736
-10%
减持
KLAC
KLA CORP COM NEW
+$226.6K
998
-2%
增持
ADP
AUTOMATIC DATA PROCESSING INC COM
-$220.5K
8,444
+12%
增持
NEM
NEWMONT CORP COM
+$218.0K
22,067
+2%
减持
COST
COSTCO WHOLESALE CORPORATION COM
+$205.6K
2,196
-4%
增持
ALL
ALLSTATE CORP COM
+$190.4K
15,729
+7%
增持
MDLZ
MONDELEZ INTL INC CL A
+$189.3K
22,512
+9%
清仓
PFE
PFIZER INC COM
-$188.7K
0
-100%
清仓
GOOGL
ALPHABET INC CAP STK CL A
-$186.4K
0
-100%
增持
DRI
DARDEN RESTAURANTS INC COM
+$184.9K
7,944
+7%
减持
IEDI
ISHARES U.S. CONSUMER FOCUSED ETF
-$179.3K
3,975
-44%
清仓
KO
COCA COLA CO COM
-$177.4K
0
-100%
减持
IYE
ISHARES U.S. ENERGY ETF
+$173.1K
20,141
-15%
清仓
COF
CAPITAL ONE FINL CORP COM
-$161.9K
0
-100%
增持
TROW
PRICE T ROWE GROUP INC COM
-$160.4K
34,498
+8%
清仓
META
META PLATFORMS INC CL A
-$160.0K
0
-100%
减持
ADI
ANALOG DEVICES INC COM
+$156.1K
3,434
-1%
清仓
—
EATON CORP PLC SHS
-$155.5K
0
-100%
清仓
VTV
VANGUARD VALUE ETF
-$154.7K
0
-100%
增持
PRU
PRUDENTIAL FINL INC COM
-$153.3K
17,399
+6%
清仓
VUG
VANGUARD GROWTH ETF
-$150.7K
0
-100%
清仓
ELV
ELEVANCE HEALTH INC FORMERLY A COM
-$146.2K
0
-100%
增持
THRO
ISHARES U.S. THEMATIC ROTATION ACTIVE ETF
+$145.5K
51,453
+15%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$144.8K
2,212
-4%
增持
PAYX
PAYCHEX INC COM
-$144.1K
13,484
+9%
清仓
AEP
AMERICAN ELEC PWR CO INC COM
-$143.9K
0
-100%
增持
ABT
ABBOTT LABORATORIES COM
-$143.0K
24,765
+16%
增持
ABBV
ABBVIE INC COM
-$142.8K
54,071
+4%
清仓
GOVT
ISHARES U.S. TREASURY BOND ETF
-$142.2K
0
-100%
增持
MTB
M & T BK CORP COM
+$139.5K
11,387
+4%
增持
PFG
PRINCIPAL FINANCIAL GROUP INC COM
+$135.9K
16,923
+7%
增持
MET
METLIFE INC COM
-$135.6K
28,168
+5%
增持
MA
MASTERCARD INCORPORATED CL A
-$132.9K
7,885
+11%
增持
IVE
ISHARES S&P 500 VALUE ETF
+$132.7K
21,239
+3%
清仓
IHF
ISHARES U.S. HEALTHCARE PROVIDERS ETF
-$129.1K
0
-100%
增持
MTUM
ISHARES MSCI USA MOMENTUM FACTOR ETF
+$123.5K
7,021
+13%
清仓
XLE
STATE STREET ENERGY SELECT SECTOR SPDR ETF
-$120.0K
0
-100%
清仓
MCD
MCDONALDS CORP COM
-$118.6K
0
-100%
减持
TFC
TRUIST FINL CORP COM
-$118.0K
17,936
-6%
清仓
ORCL
ORACLE CORP COM
-$117.9K
0
-100%
增持
TRV
TRAVELERS COMPANIES INC COM
+$115.2K
5,058
+8%
增持
LEN
LENNAR CORP CL A
-$112.5K
28,804
+13%
清仓
IYG
ISHARES US FINANCIAL SERVICES ETF
-$112.4K
0
-100%
增持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$111.7K
9,966
+10%
增持
GIS
GENERAL MILLS INC COM
-$111.5K
26,806
+12%
清仓
KNSL
KINSALE CAP GROUP INC COM
-$108.7K
0
-100%
清仓
XLV
STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF
-$108.5K
0
-100%
清仓
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
-$107.7K
0
-100%
清仓
HON
HONEYWELL INTL INC COM
-$107.7K
0
-100%
增持
MCHP
MICROCHIP TECHNOLOGY INC. COM
+$107.3K
22,686
+6%
清仓
ITB
ISHARES U.S. HOME CONSTRUCTION ETF
-$103.7K
0
-100%
清仓
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
-$103.4K
0
-100%
清仓
IWY
ISHARES RUSSELL TOP 200 GROWTH ETF
-$103.3K
0
-100%
增持
AFL
AFLAC INC COM
+$102.3K
13,235
+8%
减持
WMT
WALMART INC COM
+$98.1K
8,319
-1%
清仓
LNC
LINCOLN NATL CORP IND COM
-$96.8K
0
-100%
清仓
LOW
LOWES COS INC COM
-$94.2K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC COM
-$92.2K
10,492
+18%
清仓
CVS
CVS HEALTH CORP COM
-$91.6K
0
-100%
增持
V
VISA INC COM CL A
-$90.5K
20,276
+14%
清仓
AXP
AMERICAN EXPRESS CO COM
-$87.3K
0
-100%
清仓
MCK
MCKESSON CORP COM
-$87.0K
0
-100%
增持
KMB
KIMBERLY-CLARK CORP COM
+$86.9K
12,678
+13%
清仓
RIO
RIO TINTO PLC SPONSORED ADR
-$85.1K
0
-100%
清仓
RSG
REPUBLIC SVCS INC COM
-$84.8K
0
-100%
清仓
TSLA
TESLA INC COM
-$83.2K
0
-100%
清仓
FRST
PRIMIS FINANCIAL CORP COM
-$82.3K
0
-100%
清仓
CAT
CATERPILLAR INC COM
-$81.2K
0
-100%
清仓
MKL
MARKEL GROUP INC COM
-$77.4K
0
-100%
清仓
IGEB
ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF
-$77.2K
0
-100%
清仓
IYJ
ISHARES U.S. INDUSTRIALS ETF
-$76.8K
0
-100%
清仓
MBB
ISHARES MBS ETF
-$73.5K
0
-100%
清仓
—
CHUBB LIMITED COM
-$72.7K
0
-100%
清仓
SPYM
STATE STREET SPDR PORTFOLIO S&P 500 ETF
-$71.9K
0
-100%
清仓
IR
INGERSOLL RAND INC COM
-$71.5K
0
-100%
增持
PUSH
PGIM ULTRA SHORT MUNICIPAL BOND ETF
+$71.1K
20,373
+8%
清仓
ADBE
ADOBE INC COM
-$69.3K
0
-100%
减持
LHX
L3HARRIS TECHNOLOGIES INC COM
+$69.2K
1,484
-2%
清仓
RPM
RPM INTL INC COM
-$69.2K
0
-100%
清仓
—
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
-$64.4K
0
-100%
增持
D
DOMINION ENERGY INC COM
+$63.4K
12,142
+4%
清仓
POOL
POOL CORP COM
-$60.8K
0
-100%
增持
IVW
ISHARES S&P 500 GROWTH ETF
+$60.6K
35,261
+11%
清仓
IYW
ISHARES U.S. TECHNOLOGY ETF
-$60.5K
0
-100%
清仓
BAC
BANK AMERICA CORP COM
-$59.8K
0
-100%
清仓
MPC
MARATHON PETE CORP COM
-$59.7K
0
-100%
增持
PM
PHILIP MORRIS INTL INC COM
+$59.3K
1,783
+21%
清仓
AWK
AMERICAN WTR WKS CO INC NEW COM
-$57.9K
0
-100%
清仓
GE
GE AEROSPACE COM NEW
-$57.3K
0
-100%
清仓
NUE
NUCOR CORP COM
-$56.6K
0
-100%
清仓
CTVA
CORTEVA INC COM
-$55.8K
0
-100%
清仓
CAH
CARDINAL HEALTH INC COM
-$54.0K
0
-100%
减持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$53.6K
23,616
-3%
清仓
RBLX
ROBLOX CORP CL A
-$51.4K
0
-100%
清仓
MU
MICRON TECHNOLOGY INC COM
-$49.9K
0
-100%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$46.5K
1,985
+15%
清仓
VEGI
ISHARES MSCI AGRICULTURE PRODUCERS ETF
-$45.9K
0
-100%
清仓
VZ
VERIZON COMMUNICATIONS INC COM
-$45.4K
0
-100%
减持
SCHW
SCHWAB CHARLES CORP COM
-$45.3K
4,861
-3%
增持
NSC
NORFOLK SOUTHN CORP COM
+$45.1K
1,632
+11%
清仓
LCTU
ISHARES U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF
-$45.0K
0
-100%
清仓
GOOG
ALPHABET INC CAP STK CL C
-$44.6K
0
-100%
清仓
WSO
WATSCO INC COM
-$44.5K
0
-100%
清仓
BN
BROOKFIELD CORP CL A LTD VT SH
-$44.3K
0
-100%
