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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 40
增持 53
减持 43
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
DIVO
AMPLIFY ETF TR
+$21.2M
2,849,849
+19%
增持
COST
COSTCO WHSL CORP NEW
+$20.8M
31,868
+7968%
增持
SPYV
SPDR SER TR
+$17.3M
380,895
+3247%
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
+$12.1M
2,154,977
-0%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$11.0M
671,448
+1%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$10.5M
1,228,028
+2%
增持
IQLT
ISHARES TR
+$9.4M
2,022,327
+2%
增持
FRDM
EA SERIES TRUST
+$9.3M
1,758,017
+3%
减持
NFLT
ETFIS SER TR I
-$9.3M
711,145
-39%
增持
GSLC
GOLDMAN SACHS ETF TR
+$9.2M
943,133
+0%
增持
GTO
INVESCO ACTIVELY MANAGED ETF
+$7.2M
218,403
+217%
增持
BND
VANGUARD BD INDEX FDS
+$6.8M
795,207
+7%
增持
DIVI
FRANKLIN TEMPLETON ETF TR
+$5.3M
1,394,645
+3%
建仓
TFLO
ISHARES TR
+$4.4M
87,230
建仓
TUSI
TOUCHSTONE ETF TRUST
+$4.2M
165,734
清仓
MUB
ISHARES TR
-$3.8M
0
-100%
增持
FBND
FIDELITY MERRIMACK STR TR
+$3.3M
423,786
+14%
增持
SPMD
SPDR SER TR
+$3.0M
314,226
+12%
减持
SCHZ
SCHWAB STRATEGIC TR
-$2.9M
105,579
-40%
增持
VUG
VANGUARD INDEX FDS
+$2.5M
13,306
+117%
增持
AGG
ISHARES TR
+$1.9M
25,948
+286%
建仓
XLK
SELECT SECTOR SPDR TR
+$1.9M
9,947
建仓
VTV
VANGUARD INDEX FDS
+$1.7M
11,602
建仓
EOT
EATON VANCE NATL MUN OPPORT
+$1.5M
89,754
减持
AAPL
APPLE INC
+$1.5M
85,679
-2%
建仓
SHV
ISHARES TR
+$1.4M
12,750
建仓
SGOV
ISHARES TR
+$1.4M
13,976
增持
FDVV
FIDELITY COVINGTON TRUST
+$1.3M
173,785
+11%
建仓
VTIP
VANGUARD MALVERN FDS
+$1.2M
24,579
建仓
OPER
ETF SER SOLUTIONS
+$1.1M
11,422
减持
VGT
VANGUARD WORLD FDS
-$1.1M
4,908
-42%
增持
VNQ
VANGUARD INDEX FDS
+$1.1M
18,055
+159%
减持
VOO
VANGUARD INDEX FDS
-$1.0M
18,921
-20%
建仓
RGLD
ROYAL GOLD INC
+$967.7K
8,000
增持
VTI
VANGUARD INDEX FDS
+$958.9K
25,312
+7%
增持
TSEC
TOUCHSTONE ETF TRUST
+$951.4K
49,990
+284%
建仓
GLD
SPDR GOLD TR
+$924.1K
4,834
增持
SCHV
SCHWAB STRATEGIC TR
+$909.8K
24,922
+92%
建仓
FHLC
FIDELITY COVINGTON TRUST
+$901.3K
13,933
清仓
SPAB
SPDR SER TR
-$863.4K
0
-100%
建仓
FNCL
FIDELITY COVINGTON TRUST
+$861.1K
16,081
清仓
VHT
VANGUARD WORLD FDS
-$840.7K
0
-100%
清仓
HTRB
HARTFORD FDS EXCHANGE TRADED
-$814.4K
0
-100%
增持
EMXC
ISHARES INC
+$805.6K
137,910
+1%
增持
SCHG
SCHWAB STRATEGIC TR
+$797.6K
31,745
+26%
建仓
XLY
SELECT SECTOR SPDR TR
+$764.8K
4,277
增持
ITOT
ISHARES TR
+$743.7K
55,627
+3%
减持
USMV
ISHARES TR
-$703.1K
15,661
-41%
增持
VDC
VANGUARD WORLD FDS
+$697.7K
6,177
+134%
清仓
VCR
VANGUARD WORLD FDS
-$677.7K
0
-100%
建仓
XLI
SELECT SECTOR SPDR TR
+$675.4K
5,924
增持
MSFT
MICROSOFT CORP
+$659.4K
9,585
+3%
建仓
SCHD
SCHWAB STRATEGIC TR
+$612.5K
8,045
增持
SCHF
SCHWAB STRATEGIC TR
+$587.5K
150,987
+3%
减持
JCPB
J P MORGAN EXCHANGE TRADED F
-$579.2K
44,980
-26%
清仓
CDC
VICTORY PORTFOLIOS II
-$564.3K
0
-100%
增持
IYZ
ISHARES TR
+$536.6K
46,422
+90%
减持
VFH
VANGUARD WORLD FDS
-$532.7K
9,788
-45%
清仓
VIS
VANGUARD WORLD FDS
-$515.9K
0
-100%
清仓
IYK
ISHARES TR
-$506.9K
0
-100%
建仓
BOND
PIMCO ETF TR
+$498.7K
5,394
清仓
VOX
VANGUARD WORLD FDS
-$467.4K
0
-100%
建仓
RSPS
INVESCO EXCHANGE TRADED FD T
+$437.9K
13,948
建仓
VB
VANGUARD INDEX FDS
+$417.5K
1,957
建仓
VONE
VANGUARD SCOTTSDALE FDS
+$414.4K
1,910
清仓
XRAY
DENTSPLY SIRONA INC
-$413.6K
0
-100%
建仓
VAW
VANGUARD WORLD FDS
+$411.4K
2,165
增持
VO
VANGUARD INDEX FDS
+$405.3K
3,902
+62%
减持
GSIE
GOLDMAN SACHS ETF TR
+$399.6K
212,634
-2%
减持
DVY
ISHARES TR
+$382.9K
40,089
-0%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$365.3K
2,314
减持
DGRW
WISDOMTREE TR
+$352.3K
61,930
-2%
建仓
AMGN
AMGEN INC
+$346.2K
1,202
增持
IVV
ISHARES TR
+$336.3K
4,360
+7%
增持
JNJ
JOHNSON & JOHNSON
+$323.1K
5,797
+54%
增持
VXUS
VANGUARD STAR FDS
+$322.8K
10,546
+96%
增持
UAUG
INNOVATOR ETFS TR
+$307.9K
29,733
+41%
建仓
BNOV
INNOVATOR ETFS TR
+$305.6K
8,753
建仓
PNOV
INNOVATOR ETFS TR
+$292.9K
8,505
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$290.4K
64,862
+7%
减持
BMAY
INNOVATOR ETFS TR
+$288.1K
173,244
-3%
清仓
PSEP
INNOVATOR ETFS TR
-$285.3K
0
-100%
清仓
BNDX
VANGUARD CHARLOTTE FDS
-$284.3K
0
-100%
建仓
MDYG
SPDR SER TR
+$267.0K
3,528
增持
IWV
ISHARES TR
+$266.5K
3,577
+23%
建仓
CPRT
COPART INC
+$265.0K
5,408
建仓
VBK
VANGUARD INDEX FDS
+$264.0K
1,092
建仓
HD
HOME DEPOT INC
+$259.0K
747
建仓
XLV
SELECT SECTOR SPDR TR
+$252.4K
1,850
建仓
MDYV
SPDR SER TR
+$244.8K
3,335
建仓
VBR
VANGUARD INDEX FDS
+$236.3K
1,313
增持
IJH
ISHARES TR
+$231.9K
3,669
+17%
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$229.7K
2,233
增持
AMZN
AMAZON COM INC
+$225.6K
7,798
+3%
增持
CP
CANADIAN PACIFIC KANSAS CITY
+$220.3K
47,298
+0%
建仓
VPU
VANGUARD WORLD FDS
+$213.8K
1,560
建仓
RSPH
INVESCO EXCHANGE TRADED FD T
+$211.3K
7,097
清仓
IYM
ISHARES TR
-$208.0K
0
-100%
建仓
IYR
ISHARES TR
+$207.0K
2,265
建仓
MRK
MERCK & CO INC
+$201.6K
1,849
建仓
VDE
VANGUARD WORLD FDS
+$201.3K
1,716
建仓
VTES
VANGUARD WELLINGTON FD
+$200.5K
1,977
建仓
IDU
ISHARES TR
+$200.1K
2,503
减持
ILCG
ISHARES TR
+$199.9K
50,617
-7%
减持
DFAC
DIMENSIONAL ETF TRUST
+$199.1K
99,368
-4%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$184.3K
48,216
-1%
减持
IJK
ISHARES TR
+$183.9K
33,141
-2%
增持
AMD
ADVANCED MICRO DEVICES INC
+$172.2K
3,679
+2%
增持
IWF
ISHARES TR
+$167.4K
2,920
+8%
减持
IDEV
ISHARES TR
-$166.5K
34,476
-15%
减持
JQUA
J P MORGAN EXCHANGE TRADED F
-$163.3K
42,291
-16%
减持
ICSH
ISHARES TR
-$139.3K
7,668
-26%
增持
CAT
CATERPILLAR INC
+$137.5K
1,381
+39%
减持
DYNF
BLACKROCK ETF TRUST
+$134.4K
30,580
-1%
减持
JPM
JPMORGAN CHASE & CO
+$129.7K
5,411
-1%
减持
IJR
ISHARES TR
+$122.6K
9,768
-1%
减持
QUAL
ISHARES TR
+$113.0K
8,907
-2%
增持
GOOGL
ALPHABET INC
+$94.0K
10,353
+0%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$89.7K
410
-37%
增持
PG
PROCTER AND GAMBLE CO
+$89.1K
4,291
+16%
减持
IYC
ISHARES TR
+$88.7K
10,880
-1%
减持
DFUS
DIMENSIONAL ETF TRUST
-$88.6K
36,352
-14%
减持
VOOG
VANGUARD ADMIRAL FDS INC
+$86.4K
4,812
-2%
增持
ORCL
ORACLE CORP
+$85.6K
3,791
+28%
减持
PMAY
INNOVATOR ETFS TR
+$76.6K
40,436
-0%
增持
META
META PLATFORMS INC
+$75.4K
1,151
+4%
减持
PXF
INVESCO EXCH TRADED FD TR II
-$73.7K
82,402
-10%
减持
IWR
ISHARES TR
+$72.3K
8,766
-0%
增持
—
EXXON MOBIL CORP
+$71.4K
8,213
+29%
减持
SCHX
SCHWAB STRATEGIC TR
+$68.4K
15,131
-2%
增持
GOOG
ALPHABET INC
+$64.8K
5,115
+3%
减持
WMT
WALMART INC
-$64.7K
6,823
-4%
减持
IWB
ISHARES TR
+$63.2K
3,125
-3%
减持
IWM
ISHARES TR
+$61.6K
3,007
-2%
增持
—
MEDTRONIC PLC
+$60.3K
3,653
+19%
增持
NVDA
NVIDIA CORPORATION
+$60.2K
594
+10%
清仓
ALTO
ALTO INGREDIENTS INC
-$54.4K
0
-100%
增持
FXL
FIRST TR EXCHANGE TRADED FD
+$54.2K
3,145
+0%
减持
URTH
ISHARES INC
+$53.5K
9,338
-6%
减持
FTEC
FIDELITY COVINGTON TRUST
+$48.8K
3,328
-5%
减持
FNDB
SCHWAB STRATEGIC TR
+$47.6K
10,849
-3%
减持
OMFL
INVESCO EXCH TRD SLF IDX FD
-$43.0K
47,534
-12%
减持
IVW
ISHARES TR
-$42.7K
61,661
-10%
减持
SPY
SPDR S&P 500 ETF TR
+$40.1K
1,227
-3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$38.3K
5,257
+0%
增持
CNI
CANADIAN NATL RY CO
+$37.3K
2,146
+0%
减持
SCHE
SCHWAB STRATEGIC TR
-$36.2K
23,226
-9%
增持
ABT
ABBOTT LABS
+$36.1K
2,607
+1%
减持
PAUG
INNOVATOR ETFS TR
+$34.8K
24,849
-3%
增持
BBJP
J P MORGAN EXCHANGE TRADED F
+$32.4K
12,341
+1%
