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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 37
增持 45
减持 46
清仓 22
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD INDEX FDS
+$183.5M
440,684
+453%
建仓
QGRW
WISDOMTREE TR
+$146.7M
3,341,641
减持
SPGP
INVESCO EXCHANGE TRADED FD T
-$119.1M
293,691
-79%
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
VIG
VANGUARD SPECIALIZED FUNDS
-$111.1M
182,196
-76%
减持
SCHB
SCHWAB STRATEGIC TR
-$92.9M
1,778,153
-69%
增持
DIVI
FRANKLIN TEMPLETON ETF TR
+$86.6M
4,259,032
+145%
减持
GSLC
GOLDMAN SACHS ETF TR
-$86.5M
322,347
-70%
增持
FDVV
FIDELITY COVINGTON TRUST
+$77.5M
1,827,617
+595%
减持
IQLT
ISHARES TR
-$65.2M
714,510
-72%
减持
DIVO
AMPLIFY ETF TR
-$39.6M
2,660,216
-27%
增持
FSMD
FIDELITY COVINGTON TRUST
+$29.9M
3,478,053
+35%
增持
UBND
VICTORY PORTFOLIOS II
+$28.7M
4,960,651
+33%
增持
PYLD
PIMCO ETF TR
+$20.7M
4,489,336
+19%
增持
FBND
FIDELITY MERRIMACK STR TR
+$18.0M
1,964,840
+23%
增持
BNDI
NEOS ETF TRUST
+$15.9M
1,370,745
+31%
增持
COST
COSTCO WHSL CORP NEW
+$14.8M
47,915
+44%
增持
FRDM
EA SERIES TRUST
+$13.6M
2,358,510
+12%
增持
NFLT
ETFIS SER TR I
+$13.0M
3,192,612
+21%
增持
VTV
VANGUARD INDEX FDS
+$12.6M
137,563
+110%
增持
VUG
VANGUARD INDEX FDS
+$9.0M
83,597
+56%
减持
CSHI
NEOS ETF TRUST
-$6.9M
267,473
-34%
增持
BIV
VANGUARD BD INDEX FDS
+$6.1M
115,245
+213%
减持
COWZ
PACER FDS TR
-$5.8M
356,169
-21%
减持
ITOT
ISHARES TR
-$4.9M
29,148
-55%
减持
BND
VANGUARD BD INDEX FDS
-$4.8M
153,217
-31%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$4.4M
165,503
+99%
减持
EMXC
ISHARES INC
-$3.7M
84,662
-44%
减持
AAPL
APPLE INC
-$3.5M
124,639
-0%
清仓
CP
CANADIAN PACIFIC KANSAS CITY
-$3.4M
0
-100%
建仓
VCRB
VANGUARD MALVERN FDS
+$3.0M
38,813
增持
NVDA
NVIDIA CORPORATION
+$3.0M
45,164
+213%
建仓
VTEB
VANGUARD MUN BD FDS
+$2.3M
46,177
增持
SPYM
SPDR SER TR
+$1.8M
43,702
+173%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.5M
79,905
+67%
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$1.5M
123,432
-33%
减持
BOND
PIMCO ETF TR
-$1.4M
35,293
-32%
增持
VB
VANGUARD INDEX FDS
+$1.4M
11,131
+143%
建仓
USVM
VICTORY PORTFOLIOS II
+$1.3M
16,956
减持
BSV
VANGUARD BD INDEX FDS
-$1.2M
20,868
-44%
增持
QQQ
INVESCO QQQ TR
-$1.2M
39,374
+2%
减持
SPY
SPDR S&P 500 ETF TR
-$1.2M
9,309
-15%
增持
VXUS
VANGUARD STAR FDS
+$1.1M
32,267
+108%
减持
IJR
ISHARES TR
-$1.1M
29,973
-18%
增持
SCHF
SCHWAB STRATEGIC TR
+$1.1M
287,568
+15%
建仓
SGOV
ISHARES TR
+$1.1M
10,591
减持
BLV
VANGUARD BD INDEX FDS
-$1.1M
12,583
-56%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.0M
7,631
+13%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$990.8K
47,465
+87%
建仓
VUSB
VANGUARD BD INDEX FDS
+$964.2K
19,340
减持
IVV
ISHARES TR
-$950.5K
10,662
-10%
建仓
VTEC
VANGUARD CALIF TAX FREE FDS
+$927.5K
9,426
增持
SBUX
STARBUCKS CORP
+$926.7K
12,488
+282%
建仓
VONG
VANGUARD SCOTTSDALE FDS
+$904.0K
9,742
清仓
VCSH
VANGUARD SCOTTSDALE FDS
-$883.5K
0
-100%
减持
VBK
VANGUARD INDEX FDS
-$853.3K
5,080
-33%
建仓
SMMD
ISHARES TR
+$849.7K
13,586
减持
IWF
ISHARES TR
-$818.7K
1,074
-64%
减持
IVW
ISHARES TR
-$757.9K
72,966
-2%
建仓
VCRM
VANGUARD MUN BD FDS
+$746.6K
10,056
建仓
JMUB
J P MORGAN EXCHANGE TRADED F
+$715.0K
14,300
减持
SOXX
ISHARES TR
-$711.6K
5,679
-31%
增持
AMZN
AMAZON COM INC
-$705.0K
25,537
+1%
减持
SPYV
SPDR SER TR
-$704.9K
353,161
-4%
清仓
AGZD
WISDOMTREE TR
-$655.4K
0
-100%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$635.7K
26,793
+25%
增持
GOF
GUGGENHEIM STRATEGIC OPPORTU
+$632.1K
88,130
+82%
增持
XLK
SELECT SECTOR SPDR TR
+$624.3K
17,627
+36%
建仓
GMUB
GOLDMAN SACHS ETF TR
+$622.9K
12,527
减持
GLD
SPDR GOLD TR
+$582.5K
14,915
-3%
减持
GOOGL
ALPHABET INC
-$539.4K
13,000
-3%
减持
XLV
SELECT SECTOR SPDR TR
-$532.8K
13,313
-26%
增持
—
EXXON MOBIL CORP
+$524.2K
19,405
+17%
减持
BOTZ
GLOBAL X FDS
-$519.6K
47,230
-19%
增持
AMLP
ALPS ETF TR
+$514.9K
21,585
+71%
增持
VNQ
VANGUARD INDEX FDS
+$501.1K
41,261
+14%
减持
VGT
VANGUARD WORLD FD
-$498.7K
5,176
-3%
减持
JVAL
J P MORGAN EXCHANGE TRADED F
-$493.4K
25,475
-29%
增持
IYZ
ISHARES TR
+$491.5K
38,671
+83%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$473.3K
23,086
+81%
建仓
FLMI
FRANKLIN TEMPLETON ETF TR
+$464.0K
18,984
减持
EFA
ISHARES TR
-$463.2K
29,951
-22%
建仓
HMOP
HARTFORD FDS EXCHANGE TRADED
+$462.9K
12,040
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$460.0K
44,166
+82%
减持
GOOG
ALPHABET INC
-$458.4K
13,067
-0%
增持
SCHG
SCHWAB STRATEGIC TR
+$450.2K
157,408
+26%
减持
SCZ
ISHARES TR
-$439.1K
10,849
-42%
增持
VFH
VANGUARD WORLD FD
+$428.4K
6,117
+139%
建仓
AAXJ
ISHARES TR
+$427.7K
5,779
减持
XAR
SPDR SER TR
-$423.6K
10,440
-18%
建仓
SCHA
SCHWAB STRATEGIC TR
+$411.0K
17,542
清仓
KNG
FIRST TR EXCHANGE-TRADED FD
-$409.9K
0
-100%
减持
AVXC
AMERICAN CENTY ETF TR
-$409.3K
17,082
-32%
清仓
GIS
GENERAL MLS INC
-$401.9K
0
-100%
增持
OPER
ETF SER SOLUTIONS
+$386.6K
18,557
+26%
增持
MSFT
MICROSOFT CORP
+$385.0K
27,369
+17%
清仓
IUSB
ISHARES TR
-$376.0K
0
-100%
清仓
BNDX
VANGUARD CHARLOTTE FDS
-$371.4K
0
-100%
减持
IWM
ISHARES TR
-$367.0K
5,569
-17%
建仓
VIS
VANGUARD WORLD FD
+$366.4K
1,480
清仓
SVOL
SIMPLIFY EXCHANGE TRADED FUN
-$352.8K
0
-100%
减持
IGV
ISHARES TR
-$338.8K
11,988
-15%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$335.4K
105,357
-6%
建仓
SNOW
SNOWFLAKE INC
+$321.8K
2,202
减持
VO
VANGUARD INDEX FDS
-$319.7K
20,483
-4%
清仓
MBB
ISHARES TR
-$317.5K
0
-100%
增持
VTI
VANGUARD INDEX FDS
+$316.0K
29,549
+10%
清仓
TLT
ISHARES TR
-$309.6K
0
-100%
减持
SCHX
SCHWAB STRATEGIC TR
-$309.3K
45,477
-20%
建仓
VDE
VANGUARD WORLD FD
+$307.1K
2,368
减持
STAG
STAG INDL INC
-$306.5K
13,892
-42%
减持
DGRW
WISDOMTREE TR
-$303.4K
117,339
-2%
清仓
INTF
ISHARES TR
-$301.7K
0
-100%
清仓
DFAX
DIMENSIONAL ETF TRUST
-$291.2K
0
-100%
建仓
FSTA
FIDELITY COVINGTON TRUST
+$289.4K
5,660
增持
V
VISA INC
+$288.8K
3,299
+20%
建仓
VGK
VANGUARD INTL EQUITY INDEX F
+$273.3K
3,892
建仓
Z
ZILLOW GROUP INC
+$270.5K
3,945
建仓
PM
PHILIP MORRIS INTL INC
+$269.0K
1,695
减持
CAVA
CAVA GROUP INC
-$264.6K
8,411
-4%
增持
SEI
SOLARIS ENERGY INFRAS INC
-$253.7K
36,855
+0%
清仓
MDY
SPDR S&P MIDCAP 400 ETF TR
-$252.9K
0
-100%
增持
VHT
VANGUARD WORLD FD
+$248.9K
2,414
+57%
减持
IJK
ISHARES TR
-$246.9K
25,968
-2%
清仓
VOX
VANGUARD WORLD FD
-$246.5K
0
-100%
建仓
IYJ
ISHARES TR
+$244.9K
1,881
增持
IYF
ISHARES TR
+$244.4K
5,305
+66%
建仓
CELH
CELSIUS HLDGS INC
+$243.9K
6,848
建仓
EZU
ISHARES INC
+$243.2K
4,567
建仓
IYH
ISHARES TR
+$241.9K
3,973
增持
VDC
VANGUARD WORLD FD
+$230.9K
11,087
+7%
建仓
ROP
ROPER TECHNOLOGIES INC
+$230.8K
392
清仓
IYW
ISHARES TR
-$227.1K
0
-100%
建仓
HON
HONEYWELL INTL INC
+$226.2K
1,068
建仓
FISV
FISERV INC
+$224.8K
1,018
建仓
EWL
ISHARES INC
+$224.4K
4,332
建仓
FXD
FIRST TR EXCHANGE TRADED FD
+$223.8K
3,865
清仓
BA
BOEING CO
-$218.6K
0
-100%
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$218.2K
450
清仓
IEI
ISHARES TR
-$218.0K
0
-100%
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$213.9K
6,265
建仓
SYK
STRYKER CORPORATION
+$211.9K
569
建仓
CTAS
CINTAS CORP
+$210.9K
1,026
减持
DFAC
DIMENSIONAL ETF TRUST
-$209.4K
99,175
-1%
清仓
MGC
VANGUARD WORLD FD
-$207.8K
0
-100%
清仓
BCI
ABRDN ETFS
-$204.1K
0
-100%
清仓
SPIB
SPDR SER TR
-$204.0K
0
-100%
清仓
OXY
OCCIDENTAL PETE CORP
-$202.4K
0
-100%
清仓
DFAS
DIMENSIONAL ETF TRUST
-$202.1K
0
-100%
建仓
FCOM
FIDELITY COVINGTON TRUST
+$201.4K
3,580
减持
GSIE
GOLDMAN SACHS ETF TR
+$198.4K
88,516
-0%
