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Retirement Planning Group 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Retirement Planning Group
报告期 2026-03-31 · CIK 0001508195
持仓数
481
前50大市值合计
$2.71B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 121 项
建仓 21
增持 49
减持 44
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$9.7M
1,154,404
+7%
增持
SCHB
SCHWAB STRATEGIC TR
+$8.2M
2,195,580
+2%
增持
IQLT
ISHARES TR
+$7.5M
1,846,007
+4%
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
GSLC
GOLDMAN SACHS ETF TR
+$6.3M
921,065
+2%
增持
DIVI
FRANKLIN TEMPLETON ETF TR
+$6.2M
1,282,860
+12%
增持
FRDM
EA SERIES TRUST
+$4.3M
1,665,554
+3%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$3.9M
652,150
+3%
增持
BND
VANGUARD BD INDEX FDS
+$3.7M
744,212
+4%
增持
AAPL
APPLE INC
+$3.5M
84,392
+5%
增持
CDC
VICTORY PORTFOLIOS II
+$3.3M
1,924,549
+5%
增持
IVW
ISHARES TR
+$2.6M
73,100
+110%
减持
GTO
INVESCO ACTIVELY MANAGED ETF
-$2.6M
111,643
-34%
减持
SCHG
SCHWAB STRATEGIC TR
-$2.3M
26,852
-63%
清仓
DGRO
ISHARES TR
-$2.3M
0
-100%
增持
SPMD
SPDR SER TR
+$2.1M
264,589
+18%
清仓
MUNI
PIMCO ETF TR
-$2.0M
0
-100%
增持
FBND
FIDELITY MERRIMACK STR TR
+$1.7M
303,277
+11%
减持
IWF
ISHARES TR
-$1.5M
2,444
-75%
清仓
—
INVESCO EXCH TRADED FD TR II
-$1.4M
0
-100%
增持
MUB
ISHARES TR
+$1.2M
37,403
+42%
减持
SCHZ
SCHWAB STRATEGIC TR
-$1.2M
90,833
-24%
增持
EMXC
ISHARES INC
+$1.0M
117,564
+17%
减持
SCHF
SCHWAB STRATEGIC TR
-$900.2K
148,891
-21%
增持
SCHV
SCHWAB STRATEGIC TR
+$722.6K
17,230
+179%
增持
DGRW
WISDOMTREE TR
+$714.7K
65,108
+18%
增持
VTI
VANGUARD INDEX FDS
+$556.6K
23,618
+6%
增持
PXF
INVESCO EXCH TRADED FD TR II
+$490.3K
92,169
+7%
增持
ITOT
ISHARES TR
+$471.5K
36,135
+9%
减持
VOO
VANGUARD INDEX FDS
+$470.0K
24,645
-2%
减持
IDEV
ISHARES TR
-$441.2K
45,847
-20%
建仓
KMB
KIMBERLY-CLARK CORP
+$440.8K
3,284
建仓
XRAY
DENTSPLY SIRONA INC
+$426.1K
10,847
减持
NFLT
ETFIS SER TR I
-$423.4K
1,157,893
-3%
减持
GSIE
GOLDMAN SACHS ETF TR
+$407.4K
224,052
-1%
建仓
PRF
INVESCO EXCHANGE TRADED FD T
+$372.0K
2,373
建仓
SNN
SMITH & NEPHEW PLC
+$368.0K
13,185
增持
VGT
VANGUARD WORLD FDS
+$365.4K
4,971
+2%
增持
OMFL
INVESCO EXCH TRD SLF IDX FD
+$341.2K
56,957
+6%
减持
IMCV
ISHARES TR
-$325.5K
32,630
-14%
建仓
CLX
CLOROX CO DEL
+$314.6K
1,988
建仓
MMM
3M CO
+$306.1K
2,911
建仓
SCHM
SCHWAB STRATEGIC TR
+$295.9K
4,361
建仓
NTRS
NORTHERN TR CORP
+$279.4K
3,170
建仓
ORCL
ORACLE CORP
+$275.4K
2,964
减持
ILCG
ISHARES TR
+$271.8K
54,130
-3%
建仓
LMT
LOCKHEED MARTIN CORP
+$271.3K
574
清仓
HD
HOME DEPOT INC
-$263.9K
0
-100%
增持
VUG
VANGUARD INDEX FDS
+$262.2K
6,108
+3%
建仓
IDU
ISHARES TR
+$237.7K
2,839
增持
SCHE
SCHWAB STRATEGIC TR
+$235.6K
26,817
+50%
减持
MSFT
MICROSOFT CORP
+$232.4K
9,196
-9%
建仓
SPMB
SPDR SER TR
+$229.5K
10,348
建仓
—
CHUBB LIMITED
+$223.4K
1,150
清仓
PFE
PFIZER INC
-$215.2K
0
-100%
建仓
—
MEDTRONIC PLC
+$214.2K
2,657
建仓
RSPH
INVESCO EXCHANGE TRADED FD T
+$212.6K
729
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$210.9K
5,140
+15%
建仓
USEP
INNOVATOR ETFS TR
+$207.1K
7,532
建仓
DEO
DIAGEO PLC
+$206.5K
1,140
建仓
FVD
FIRST TR VALUE LINE DIVID IN
+$203.3K
5,061
建仓
UHS
UNIVERSAL HLTH SVCS INC
+$202.2K
1,591
清仓
VAW
VANGUARD WORLD FDS
-$201.8K
0
-100%
建仓
COST
COSTCO WHSL CORP NEW
+$201.2K
404
清仓
SEB
SEABOARD CORP DEL
-$200.1K
0
-100%
减持
IJK
ISHARES TR
-$196.6K
32,619
-12%
减持
BMAY
INNOVATOR ETFS TR
+$195.4K
186,080
-1%
增持
FDVV
FIDELITY COVINGTON TRUST
+$193.0K
93,575
+4%
减持
AMD
ADVANCED MICRO DEVICES INC
+$189.9K
5,908
-2%
建仓
MWA
MUELLER WTR PRODS INC
+$178.9K
12,836
增持
VEA
VANGUARD TAX-MANAGED FDS
+$171.7K
48,384
+1%
增持
GOOGL
ALPHABET INC
+$168.0K
10,445
+1%
减持
USMV
ISHARES TR
-$154.6K
35,157
-7%
增持
TRV
TRAVELERS COMPANIES INC
+$150.2K
3,102
+52%
减持
DVY
ISHARES TR
-$140.5K
40,100
-0%
减持
SCHW
SCHWAB CHARLES CORP
-$121.4K
3,900
-0%
减持
DFUS
DIMENSIONAL ETF TRUST
+$112.1K
43,531
-1%
减持
URTH
ISHARES INC
+$104.3K
12,567
-0%
增持
VO
VANGUARD INDEX FDS
+$96.9K
1,932
+27%
减持
AGG
ISHARES TR
-$96.7K
4,648
-19%
减持
QUAL
ISHARES TR
+$96.6K
11,030
-1%
增持
IWB
ISHARES TR
+$95.4K
3,135
+8%
增持
AMZN
AMAZON COM INC
+$93.8K
4,241
+3%
减持
IVV
ISHARES TR
+$90.8K
4,048
-1%
减持
JNJ
JOHNSON & JOHNSON
-$77.5K
3,417
-1%
减持
GOOG
ALPHABET INC
+$74.3K
5,054
-1%
增持
WMT
WALMART INC
+$69.0K
7,299
+3%
增持
CSCO
CISCO SYS INC
+$66.6K
13,484
+1%
减持
JQUA
J P MORGAN EXCHANGE TRADED F
+$65.7K
51,833
-3%
增持
SPY
SPDR S&P 500 ETF TR
+$59.7K
1,433
+4%
减持
JCPB
J P MORGAN EXCHANGE TRADED F
-$58.9K
41,456
-6%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$57.3K
62,683
-1%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$50.6K
8,181
+13%
减持
VOOG
VANGUARD ADMIRAL FDS INC
+$49.9K
5,428
-5%
增持
—
EXXON MOBIL CORP
+$45.1K
5,958
+8%
增持
FXL
FIRST TR EXCHANGE TRADED FD
+$43.0K
3,134
+0%
减持
IEFA
ISHARES TR
-$41.9K
4,545
-19%
增持
VFH
VANGUARD WORLD FDS
-$41.6K
8,642
+0%
减持
FTEC
FIDELITY COVINGTON TRUST
+$35.1K
3,337
-9%
增持
PMAY
INNOVATOR ETFS TR
+$31.1K
40,804
+0%
减持
BMAR
INNOVATOR ETFS TR
+$29.9K
13,258
-1%
增持
KR
KROGER CO
+$26.2K
5,095
+1%
增持
IJR
ISHARES TR
+$25.9K
10,015
+1%
减持
ABT
ABBOTT LABS
-$23.8K
2,612
-1%
增持
JKHY
HENRY JACK & ASSOC INC
-$20.6K
5,770
+14%
减持
DYNF
BLACKROCK ETF TRUST
+$20.5K
34,051
-7%
增持
IWR
ISHARES TR
+$20.0K
7,989
+0%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$18.2K
9,107
+2%
减持
GOF
GUGGENHEIM STRATEGIC OPPORTU
+$16.0K
17,077
-0%
减持
ABBV
ABBVIE INC
-$15.6K
4,642
-1%
减持
PG
PROCTER AND GAMBLE CO
-$13.8K
3,508
-1%
减持
FNDB
SCHWAB STRATEGIC TR
+$13.8K
11,647
-1%
增持
IWM
ISHARES TR
+$13.8K
3,342
+0%
减持
SPTM
SPDR SER TR
+$13.5K
5,414
-1%
增持
EVRG
EVERGY INC
-$12.3K
22,055
+2%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$10.4K
4,335
-2%
减持
ICSH
ISHARES TR
-$10.1K
11,080
-2%
减持
VDC
VANGUARD WORLD FDS
-$10.1K
2,597
-3%
减持
BNDX
VANGUARD CHARLOTTE FDS
+$3.5K
5,942
-2%
增持
AMLP
ALPS ETF TR
+$3.5K
5,386
+0%
增持
JPM
JPMORGAN CHASE & CO
-$2.8K
5,118
+2%
减持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$560
9,378
-1%
