小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 35
增持 80
减持 29
清仓 6
方向
标的
Δ市值
现股数(环比)
建仓
QQQ
INVESCO QQQ TR
+$13.5M
30,313
增持
VUG
VANGUARD INDEX FDS
+$13.0M
49,868
+275%
增持
DIVO
AMPLIFY ETF TR
+$12.5M
2,999,642
+5%
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
SPGP
INVESCO EXCHANGE TRADED FD T
+$10.1M
1,225,179
-0%
建仓
SPTI
SPDR SER TR
+$9.3M
331,708
增持
VTV
VANGUARD INDEX FDS
+$8.5M
63,008
+443%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$7.3M
666,701
-1%
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$7.0M
120,344
减持
SCHB
SCHWAB STRATEGIC TR
+$6.8M
2,076,056
-4%
增持
XLV
SELECT SECTOR SPDR TR
+$6.4M
44,768
+2320%
减持
GSLC
GOLDMAN SACHS ETF TR
+$5.3M
903,136
-4%
增持
IQLT
ISHARES TR
+$5.2M
2,045,656
+1%
增持
BMAR
INNOVATOR ETFS TRUST
+$4.9M
129,689
+1030%
减持
BMAY
INNOVATOR ETFS TRUST
-$4.8M
30,211
-83%
增持
TFLO
ISHARES TR
+$3.6M
157,876
+81%
建仓
PULS
PGIM ETF TR
+$3.6M
71,669
增持
BND
VANGUARD BD INDEX FDS
+$3.4M
852,482
+7%
增持
GLD
SPDR GOLD TR
+$3.2M
20,123
+316%
增持
XLY
SELECT SECTOR SPDR TR
+$3.2M
21,519
+403%
增持
SPMD
SPDR SER TR
+$3.1M
344,750
+10%
增持
MSFT
MICROSOFT CORP
+$3.1M
15,853
+65%
建仓
XLP
SELECT SECTOR SPDR TR
+$3.0M
39,845
建仓
SOXX
ISHARES TR
+$2.7M
12,068
建仓
STAG
STAG INDL INC
+$2.5M
66,290
增持
FRDM
EA SERIES TRUST
+$2.5M
1,789,230
+2%
增持
VO
VANGUARD INDEX FDS
+$2.4M
13,321
+241%
增持
COST
COSTCO WHSL CORP NEW
+$2.3M
31,875
+0%
减持
DIVI
FRANKLIN TEMPLETON ETF TR
+$2.0M
1,394,612
-0%
建仓
XLE
SELECT SECTOR SPDR TR
+$2.0M
21,205
建仓
CSHI
NEOS ETF TRUST
+$2.0M
39,998
增持
SPYV
SPDR SER TR
+$1.9M
392,306
+3%
增持
VNQ
VANGUARD INDEX FDS
+$1.8M
39,020
+116%
建仓
XBMNX
BLACKROCK 2037 MUNICIPAL TAR
+$1.8M
73,404
增持
VTIP
VANGUARD MALVERN FDS
+$1.7M
60,827
+147%
增持
VDC
VANGUARD WORLD FD
+$1.7M
14,253
+131%
增持
VOO
VANGUARD INDEX FDS
+$1.4M
20,061
+6%
增持
FDVV
FIDELITY COVINGTON TRUST
+$1.3M
190,921
+10%
增持
ITOT
ISHARES TR
+$1.2M
61,400
+10%
增持
IVW
ISHARES TR
+$1.1M
67,543
+10%
建仓
TSN
TYSON FOODS INC
+$1.0M
17,750
建仓
VZ
VERIZON COMMUNICATIONS INC
+$986.8K
23,717
增持
GTO
INVESCO ACTIVELY MANAGED ETF
+$923.2K
240,133
+10%
增持
VB
VANGUARD INDEX FDS
+$896.9K
5,750
+194%
建仓
IGV
ISHARES TR
+$868.7K
10,188
增持
AAPL
APPLE INC
-$844.0K
91,275
+7%
建仓
PMAR
INNOVATOR ETFS TRUST
+$727.9K
19,774
减持
PMAY
INNOVATOR ETFS TRUST
-$694.8K
17,797
-56%
增持
VBK
VANGUARD INDEX FDS
+$666.5K
3,569
+227%
增持
AMZN
AMAZON COM INC
+$638.6K
10,109
+30%
增持
EMXC
ISHARES INC
+$630.2K
143,684
+4%
增持
VBR
VANGUARD INDEX FDS
+$629.5K
4,512
+244%
增持
VXUS
VANGUARD STAR FDS
+$614.8K
20,333
+93%
增持
AMD
ADVANCED MICRO DEVICES INC
+$606.9K
6,367
+73%
减持
VTI
VANGUARD INDEX FDS
+$550.2K
25,220
-0%
建仓
—
DASEKE INC
+$520.4K
62,700
增持
FBND
FIDELITY MERRIMACK STR TR
+$473.7K
441,069
+4%
增持
CP
CANADIAN PACIFIC KANSAS CITY
+$462.3K
47,654
+1%
增持
NFLT
ETFIS SER TR I
+$456.9K
731,168
+3%
清仓
KMB
KIMBERLY-CLARK CORP
-$454.8K
0
-100%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$440.9K
19,162
建仓
BSV
VANGUARD BD INDEX FDS
+$427.4K
5,574
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$424.1K
5,468
+4%
建仓
WCBR
WISDOMTREE TR
+$406.2K
15,841
增持
VEA
VANGUARD TAX-MANAGED FDS
+$364.8K
53,307
+11%
增持
SCHV
SCHWAB STRATEGIC TR
+$358.6K
27,714
+11%
减持
IJK
ISHARES TR
+$357.8K
32,693
-1%
建仓
SO
SOUTHERN CO
+$357.7K
4,986
增持
SCHG
SCHWAB STRATEGIC TR
+$353.5K
32,217
+1%
建仓
UMAR
INNOVATOR ETFS TRUST
+$335.6K
10,275
减持
GSIE
GOLDMAN SACHS ETF TR
+$319.5K
211,843
-0%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$314.6K
71,354
+10%
建仓
AVGO
BROADCOM INC
+$312.8K
236
清仓
—
MEDTRONIC PLC
-$300.9K
0
-100%
建仓
BIV
VANGUARD BD INDEX FDS
+$292.4K
3,878
增持
VPU
VANGUARD WORLD FD
+$290.6K
3,538
+127%
建仓
VWOB
VANGUARD WHITEHALL FDS
+$278.4K
4,360
增持
NVDA
NVIDIA CORPORATION
+$274.4K
630
+6%
建仓
VOE
VANGUARD INDEX FDS
+$272.8K
1,750
减持
SCHF
SCHWAB STRATEGIC TR
+$263.7K
149,774
-1%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$263.3K
51,050
+13%
清仓
UMAY
INNOVATOR ETFS TR
-$262.0K
0
-100%
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$258.4K
3,210
减持
IWF
ISHARES TR
-$248.2K
1,890
-35%
建仓
IYF
ISHARES TR
+$246.8K
2,581
增持
IVV
ISHARES TR
+$244.2K
4,426
+2%
清仓
TSLA
TESLA INC
-$238.7K
0
-100%
建仓
WM
WASTE MGMT INC DEL
+$234.9K
1,102
减持
DVY
ISHARES TR
+$228.5K
40,004
-0%
增持
WMT
WALMART INC
+$228.0K
21,668
+218%
建仓
BAC
BANK AMERICA CORP
+$224.9K
5,931
建仓
V
VISA INC
+$223.1K
799
增持
XLK
SELECT SECTOR SPDR TR
+$222.9K
10,263
+3%
建仓
IWP
ISHARES TR
+$212.0K
1,857
清仓
RSPH
INVESCO EXCHANGE TRADED FD T
-$211.3K
0
-100%
建仓
PEP
PEPSICO INC
+$208.1K
1,189
建仓
CSX
CSX CORP
+$205.7K
5,550
建仓
MUB
ISHARES TR
+$203.7K
1,893
建仓
GWW
GRAINGER W W INC
+$203.5K
200
增持
JPM
JPMORGAN CHASE & CO
+$201.4K
5,602
+4%
建仓
BILS
SPDR SER TR
+$200.8K
2,020
清仓
VTES
VANGUARD WELLINGTON FD
-$200.5K
0
-100%
减持
DFAC
DIMENSIONAL ETF TRUST
+$193.7K
96,971
-2%
减持
VGT
VANGUARD WORLD FD
+$180.2K
4,874
-1%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$173.6K
3,182
+38%
增持
SCHM
SCHWAB STRATEGIC TR
+$173.6K
11,017
+15%
增持
—
EXXON MOBIL CORP
+$172.1K
8,545
+4%
减持
PXF
INVESCO EXCH TRADED FD TR II
+$171.0K
82,102
-0%
增持
META
META PLATFORMS INC
+$155.0K
1,159
+1%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$152.6K
3,460
+55%
增持
SPYG
SPDR SER TR
+$152.5K
8,515
+18%
减持
QUAL
ISHARES TR
+$146.8K
8,868
-0%
减持
JQUA
J P MORGAN EXCHANGE TRADED F
+$142.9K
40,987
-3%
减持
VOOG
VANGUARD ADMIRAL FDS INC
+$139.4K
4,735
-2%
增持
VFH
VANGUARD WORLD FD
+$138.6K
10,174
+4%
增持
ABBV
ABBVIE INC
+$127.9K
4,623
+0%
减持
OMFL
INVESCO EXCH TRD SLF IDX FD
+$123.3K
46,478
-2%
增持
SPSM
SPDR SER TR
+$122.5K
9,232
+42%
增持
XLI
SELECT SECTOR SPDR TR
+$108.1K
6,220
+5%
增持
IJH
ISHARES TR
+$97.4K
18,345
+400%
增持
PG
PROCTER AND GAMBLE CO
+$89.0K
4,424
+3%
增持
ORCL
ORACLE CORP
+$88.7K
3,888
+3%
增持
IWB
ISHARES TR
+$88.3K
3,152
+1%
减持
SCHX
SCHWAB STRATEGIC TR
+$85.6K
15,130
-0%
增持
GOF
GUGGENHEIM STRATEGIC OPPORTU
+$83.5K
24,261
+18%
增持
HD
HOME DEPOT INC
+$81.8K
888
+19%
减持
IMCV
ISHARES TR
+$78.3K
24,830
-2%
增持
SPDW
SPDR INDEX SHS FDS
+$77.0K
9,313
+23%
减持
BBJP
J P MORGAN EXCHANGE TRADED F
+$74.3K
12,339
-0%
减持
IDEV
ISHARES TR
+$72.9K
33,780
-2%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$69.4K
5,316
+23%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$66.1K
11,153
+6%
增持
GOOG
ALPHABET INC
+$64.0K
5,155
+1%
减持
DYNF
BLACKROCK ETF TRUST
+$59.6K
28,619
-6%
增持
AGG
ISHARES TR
+$57.3K
26,880
+4%
增持
VDE
VANGUARD WORLD FD
+$56.9K
1,960
+14%
增持
IWR
ISHARES TR
+$56.0K
8,770
+0%
增持
SCHE
SCHWAB STRATEGIC TR
+$55.1K
24,985
+8%
增持
MDYG
SPDR SER TR
+$52.1K
3,655
+4%
增持
OPER
ETF SER SOLUTIONS
+$50.4K
11,916
+4%
增持
VAW
VANGUARD WORLD FD
+$47.9K
2,246
+4%
增持
MRK
MERCK & CO INC
+$46.2K
1,878
+2%
减持
GOOGL
ALPHABET INC
+$46.2K
9,889
-4%
减持
UAUG
INNOVATOR ETFS TRUST
+$42.3K
29,290
-1%
增持
IXC
ISHARES TR
+$41.3K
7,422
+5%
减持
FTEC
FIDELITY COVINGTON TRUST
+$39.4K
3,320
-0%
减持
URTH
ISHARES INC
+$39.3K
8,843
-5%
增持
AMLP
ALPS ETF TR
+$39.2K
6,123
+4%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$39.0K
444
+8%
增持
CLX
CLOROX CO DEL
+$37.9K
2,325
+4%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$37.1K
6,575
+11%
