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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 137 项
建仓 9
增持 62
减持 54
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
CDC
VICTORY PORTFOLIOS II
-$111.7M
10,102
-99%
建仓
DIVO
AMPLIFY ETF TR
+$83.0M
2,389,892
增持
FRDM
EA SERIES TRUST
-$5.2M
1,713,597
+0%
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。
减持
SCHB
SCHWAB STRATEGIC TR
-$4.8M
2,163,549
-1%
减持
BND
VANGUARD BD INDEX FDS
-$4.4M
741,091
-4%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$4.3M
665,777
+0%
增持
SCHZ
SCHWAB STRATEGIC TR
+$3.6M
175,842
+94%
增持
IQLT
ISHARES TR
-$2.8M
1,980,041
+2%
增持
GSLC
GOLDMAN SACHS ETF TR
-$2.7M
941,457
+0%
减持
NFLT
ETFIS SER TR I
-$2.1M
1,171,672
-6%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$1.9M
1,204,987
+1%
增持
AAPL
APPLE INC
-$1.7M
87,558
+2%
清仓
IYW
ISHARES TR
-$1.5M
0
-100%
增持
VGT
VANGUARD WORLD FDS
+$1.3M
8,399
+74%
增持
DIVI
FRANKLIN TEMPLETON ETF TR
-$1.2M
1,347,522
+1%
增持
FDVV
FIDELITY COVINGTON TRUST
+$1.2M
157,025
+29%
清仓
CFO
VICTORY PORTFOLIOS II
-$912.3K
0
-100%
清仓
TAXF
AMERICAN CENTY ETF TR
-$907.5K
0
-100%
清仓
MMIT
INDEXIQ ACTIVE ETF TR
-$885.6K
0
-100%
清仓
JMUB
J P MORGAN EXCHANGE TRADED F
-$884.3K
0
-100%
建仓
PAUG
INNOVATOR ETFS TR
+$794.4K
25,585
减持
POCT
INNOVATOR ETFS TR
-$771.7K
11,811
-66%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$758.2K
60,378
+45%
增持
ITOT
ISHARES TR
+$708.5K
54,250
+21%
清仓
BOND
PIMCO ETF TR
-$652.6K
0
-100%
减持
UOCT
INNOVATOR ETFS TR
-$631.0K
6,812
-76%
减持
VOO
VANGUARD INDEX FDS
-$620.5K
23,711
-3%
建仓
UAUG
INNOVATOR ETFS TR
+$606.1K
21,148
清仓
TRV
TRAVELERS COMPANIES INC
-$538.7K
0
-100%
减持
USMV
ISHARES TR
-$502.2K
26,598
-19%
减持
GSIE
GOLDMAN SACHS ETF TR
-$424.4K
217,951
-2%
减持
IVW
ISHARES TR
-$402.6K
68,305
-5%
减持
IDEV
ISHARES TR
-$396.7K
40,516
-10%
增持
EMXC
ISHARES INC
+$390.6K
137,188
+11%
增持
HTRB
HARTFORD FDS EXCHANGE TRADED
+$343.6K
25,380
+80%
增持
AMZN
AMAZON COM INC
+$331.0K
7,546
+57%
建仓
TSEC
TOUCHSTONE ETF TRUST
+$327.5K
13,028
减持
DGRW
WISDOMTREE TR
-$313.4K
63,004
-3%
清仓
VAW
VANGUARD WORLD FDS
-$307.3K
0
-100%
建仓
VXUS
VANGUARD STAR FDS
+$288.5K
5,389
建仓
SPSM
SPDR SER TR
+$244.3K
6,620
建仓
NVDA
NVIDIA CORPORATION
+$234.3K
538
减持
MSFT
MICROSOFT CORP
-$234.0K
9,327
-0%
清仓
IDU
ISHARES TR
-$227.6K
0
-100%
清仓
RSPH
INVESCO EXCHANGE TRADED FD T
-$222.9K
0
-100%
建仓
CBOE
CBOE GLOBAL MKTS INC
+$218.4K
1,398
清仓
VOE
VANGUARD INDEX FDS
-$214.1K
0
-100%
建仓
IYM
ISHARES TR
+$208.0K
1,646
增持
FBND
FIDELITY MERRIMACK STR TR
+$205.8K
372,620
+6%
清仓
SO
SOUTHERN CO
-$201.2K
0
-100%
减持
BMAY
INNOVATOR ETFS TR
-$193.1K
179,512
-1%
减持
OMFL
INVESCO EXCH TRD SLF IDX FD
-$179.8K
54,248
-0%
增持
SPYG
SPDR SER TR
+$177.4K
7,755
+68%
增持
AGG
ISHARES TR
+$175.0K
6,715
+44%
减持
GTO
INVESCO ACTIVELY MANAGED ETF
-$171.7K
68,812
-1%
减持
IMCV
ISHARES TR
-$169.3K
28,180
-4%
增持
SPYV
SPDR SER TR
+$169.1K
11,381
+64%
增持
EVRG
EVERGY INC
-$165.9K
22,232
+0%
增持
SCHF
SCHWAB STRATEGIC TR
-$160.8K
147,026
+2%
减持
VNQ
VANGUARD INDEX FDS
-$158.8K
6,983
-15%
增持
MUB
ISHARES TR
-$155.4K
37,181
+0%
增持
SPMD
SPDR SER TR
-$150.9K
280,499
+4%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$143.1K
60,583
-2%
增持
SCHM
SCHWAB STRATEGIC TR
+$142.9K
10,328
+32%
增持
ILCG
ISHARES TR
-$141.6K
54,199
+0%
减持
GOOGL
ALPHABET INC
+$115.3K
10,333
-0%
减持
DYNF
BLACKROCK ETF TRUST
-$110.9K
30,813
-7%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$110.8K
48,611
+0%
减持
PG
PROCTER AND GAMBLE CO
-$108.5K
3,699
-13%
增持
—
EXXON MOBIL CORP
+$105.1K
6,376
+6%
减持
JQUA
J P MORGAN EXCHANGE TRADED F
-$95.6K
50,550
-2%
减持
PMAY
INNOVATOR ETFS TR
-$94.8K
40,517
-6%
减持
IWM
ISHARES TR
-$84.2K
3,066
-8%
减持
IYZ
ISHARES TR
-$76.5K
24,411
-10%
减持
SPY
SPDR S&P 500 ETF TR
-$70.4K
1,270
-8%
增持
VO
VANGUARD INDEX FDS
+$67.6K
2,413
+22%
减持
ABBV
ABBVIE INC
+$65.8K
4,592
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$65.8K
5,243
+1%
减持
IWV
ISHARES TR
-$63.8K
2,908
-5%
减持
IJR
ISHARES TR
-$62.2K
9,910
-1%
增持
IVV
ISHARES TR
-$58.6K
4,066
+0%
增持
IJK
ISHARES TR
-$58.2K
33,798
+1%
增持
PXF
INVESCO EXCH TRADED FD TR II
-$57.0K
91,409
+2%
减持
VCR
VANGUARD WORLD FDS
-$53.2K
2,516
-3%
减持
URTH
ISHARES INC
-$52.9K
9,891
-1%
减持
GOOG
ALPHABET INC
+$50.8K
4,976
-1%
减持
JNJ
JOHNSON & JOHNSON
-$48.9K
3,759
-2%
减持
FNDB
SCHWAB STRATEGIC TR
-$45.5K
11,168
-4%
增持
SCHG
SCHWAB STRATEGIC TR
-$42.5K
25,247
+1%
减持
SCHE
SCHWAB STRATEGIC TR
-$41.1K
25,561
-4%
增持
VHT
VANGUARD WORLD FDS
+$40.6K
3,576
+9%
减持
VOOG
VANGUARD ADMIRAL FDS INC
-$39.6K
4,929
-0%
增持
IYC
ISHARES TR
-$38.6K
10,989
+1%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$38.5K
652
-7%
增持
AMD
ADVANCED MICRO DEVICES INC
-$38.0K
3,600
+0%
减持
SPTM
SPDR SER TR
-$34.0K
4,741
-9%
减持
ABT
ABBOTT LABS
-$33.9K
2,590
-1%
减持
WMT
WALMART INC
-$33.7K
7,130
-5%
减持
GOF
GUGGENHEIM STRATEGIC OPPORTU
-$31.6K
19,640
-3%
增持
VTI
VANGUARD INDEX FDS
-$30.7K
23,754
+3%
增持
CSCO
CISCO SYS INC
+$30.0K
13,537
+0%
增持
IJH
ISHARES TR
-$27.7K
3,148
+1%
增持
SCHV
SCHWAB STRATEGIC TR
-$27.5K
12,989
+1%
减持
IWF
ISHARES TR
-$25.9K
2,698
-0%
增持
VIS
VANGUARD WORLD FDS
-$25.2K
2,646
+0%
增持
QUAL
ISHARES TR
-$24.8K
9,087
+0%
增持
MWA
MUELLER WTR PRODS INC
-$24.4K
14,509
+13%
增持
CLX
CLOROX CO DEL
-$23.8K
2,231
+12%
增持
SPDW
SPDR INDEX SHS FDS
+$23.6K
9,057
+15%
增持
UHS
UNIVERSAL HLTH SVCS INC
-$23.4K
1,810
+14%
增持
XRAY
DENTSPLY SIRONA INC
-$20.5K
12,108
+12%
减持
RDVI
FIRST TR EXCHANGE-TRADED FD
-$18.7K
10,910
-4%
增持
VUG
VANGUARD INDEX FDS
-$18.4K
6,145
+3%
减持
ALTO
ALTO INGREDIENTS INC
+$18.0K
12,300
-2%
减持
IEFA
ISHARES TR
-$17.7K
4,492
-1%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
-$17.4K
11,054
+0%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$17.1K
5,972
-0%
增持
META
META PLATFORMS INC
+$16.5K
1,107
+1%
增持
VDC
VANGUARD WORLD FDS
-$16.3K
2,638
+3%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$15.5K
10,827
+2%
增持
JPM
JPMORGAN CHASE & CO
+$14.8K
5,453
+2%
减持
PSEP
INNOVATOR ETFS TR
-$14.7K
8,805
-4%
减持
KR
KROGER CO
-$13.3K
5,055
-1%
减持
TSLA
TESLA INC
-$12.4K
929
-1%
增持
FXL
FIRST TR EXCHANGE TRADED FD
-$12.1K
3,136
+0%
增持
VEU
VANGUARD INTL EQUITY INDEX F
-$10.6K
4,232
+0%
增持
PRF
INVESCO EXCHANGE TRADED FD T
-$8.3K
9,105
+400%
减持
VOX
VANGUARD WORLD FDS
-$8.1K
4,443
-1%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$6.7K
5,944
-0%
增持
FTEC
FIDELITY COVINGTON TRUST
-$6.7K
3,492
+5%
增持
—
MEDTRONIC PLC
+$6.6K
3,071
+16%
减持
AMLP
ALPS ETF TR
+$6.5K
6,042
-5%
减持
COST
COSTCO WHSL CORP NEW
+$5.3K
395
-2%
增持
VFH
VANGUARD WORLD FDS
+$3.5K
17,875
+1%
增持
IYK
ISHARES TR
-$3.2K
2,718
+7%
增持
KMB
KIMBERLY-CLARK CORP
-$1.3K
3,741
+14%
增持
ICSH
ISHARES TR
+$985
10,430
+0%
