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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 24
增持 67
减持 45
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
QGRW
WISDOMTREE TR
+$50.3M
3,749,620
+12%
增持
VOO
VANGUARD INDEX FDS
+$38.9M
467,224
+6%
增持
DIVI
FRANKLIN TEMPLETON ETF TR
+$20.7M
4,475,833
+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。
增持
FRDM
EA SERIES TRUST
+$13.8M
2,386,771
+1%
增持
FDVV
FIDELITY COVINGTON TRUST
+$13.3M
1,997,711
+9%
增持
FSMD
FIDELITY COVINGTON TRUST
+$11.1M
3,551,494
+2%
增持
PYLD
PIMCO ETF TR
+$8.5M
4,777,442
+6%
增持
UBND
VICTORY PORTFOLIOS II
+$7.3M
5,283,185
+7%
增持
DIVO
AMPLIFY ETF TR
+$6.6M
2,704,229
+2%
减持
COWZ
PACER FDS TR
-$6.3M
239,480
-33%
减持
SPGP
INVESCO EXCHANGE TRADED FD T
-$6.1M
215,392
-27%
增持
FBND
FIDELITY MERRIMACK STR TR
+$5.8M
2,087,492
+6%
减持
VUG
VANGUARD INDEX FDS
+$5.6M
83,429
-0%
增持
BNDI
NEOS ETF TRUST
+$4.8M
1,466,424
+7%
增持
NFLT
ETFIS SER TR I
+$4.7M
3,363,464
+5%
增持
USVM
VICTORY PORTFOLIOS II
+$4.6M
70,747
+317%
减持
GSLC
GOLDMAN SACHS ETF TR
-$4.4M
256,297
-20%
增持
MSFT
MICROSOFT CORP
+$3.5M
27,656
+1%
增持
NVDA
NVIDIA CORPORATION
+$3.1M
50,809
+12%
减持
QQQ
INVESCO QQQ TR
+$2.8M
38,529
-2%
减持
IQLT
ISHARES TR
-$2.7M
593,917
-17%
增持
SCHG
SCHWAB STRATEGIC TR
+$2.7M
226,855
+44%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$2.3M
161,534
-11%
增持
GMUB
GOLDMAN SACHS ETF TR
+$2.2M
55,803
+345%
增持
COST
COSTCO WHSL CORP NEW
+$2.1M
47,923
+0%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$2.1M
56,679
+296%
增持
SMMD
ISHARES TR
+$2.1M
43,462
+220%
增持
SPY
SPDR S&P 500 ETF TR
+$2.0M
11,729
+26%
增持
AAPL
APPLE INC
-$2.0M
125,090
+0%
减持
SCHB
SCHWAB STRATEGIC TR
-$1.7M
1,537,151
-14%
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$1.6M
57,423
-53%
增持
PM
PHILIP MORRIS INTL INC
+$1.6M
10,211
+502%
减持
SPTI
SPDR SERIES TRUST
-$1.5M
249,265
-18%
增持
IVW
ISHARES TR
+$1.5M
74,867
+3%
增持
FLMI
FRANKLIN TEMPLETON ETF TR
+$1.5M
79,144
+317%
增持
VGT
VANGUARD WORLD FD
+$1.4M
6,399
+24%
增持
HMOP
HARTFORD FDS EXCHANGE TRADED
+$1.4M
49,381
+310%
减持
CSHI
NEOS ETF TRUST
-$1.2M
242,407
-9%
建仓
CRWV
COREWEAVE INC
+$1.2M
7,375
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$1.1M
86,860
-18%
增持
VTI
VANGUARD INDEX FDS
+$1.0M
30,094
+2%
增持
SCHF
SCHWAB STRATEGIC TR
+$1.0M
303,290
+5%
增持
AMZN
AMAZON COM INC
+$1.0M
26,741
+5%
增持
ILCG
ISHARES TR
+$1.0M
41,653
+11%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$960.5K
23,635
-12%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$844.1K
16,008
+64%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$823.9K
162,013
-2%
增持
NFLX
NETFLIX INC
+$814.4K
1,890
+3%
减持
VTEB
VANGUARD MUN BD FDS
-$776.2K
30,901
-33%
增持
FXL
FIRST TR EXCHANGE TRADED FD
+$775.2K
7,557
+141%
建仓
RSPT
INVESCO EXCHANGE TRADED FD T
+$768.2K
18,837
减持
BMAR
INNOVATOR ETFS TRUST
-$755.5K
91,457
-21%
建仓
VOX
VANGUARD WORLD FD
+$749.1K
4,380
增持
IWF
ISHARES TR
+$734.4K
2,643
+146%
减持
XLK
SELECT SECTOR SPDR TR
-$715.6K
11,547
-34%
减持
BND
VANGUARD BD INDEX FDS
-$686.4K
143,520
-6%
减持
XLE
SELECT SECTOR SPDR TR
-$641.0K
14,245
-28%
增持
AVXC
AMERICAN CENTY ETF TR
+$616.6K
25,565
+50%
增持
XLC
SELECT SECTOR SPDR TR
+$608.8K
11,692
+71%
建仓
UAPR
INNOVATOR ETFS TRUST
+$607.4K
19,407
增持
XLF
SELECT SECTOR SPDR TR
+$599.2K
17,932
+163%
建仓
—
FLUTTER ENTMT PLC
+$590.1K
2,065
减持
IVV
ISHARES TR
+$573.9K
10,573
-1%
增持
DGRW
WISDOMTREE TR
+$566.6K
118,669
+1%
清仓
DKNG
DRAFTKINGS INC NEW
-$566.4K
0
-100%
建仓
TMSL
T ROWE PRICE ETF INC
+$557.7K
17,003
增持
CRWD
CROWDSTRIKE HLDGS INC
+$554.7K
3,454
+1%
减持
VTV
VANGUARD INDEX FDS
+$542.3K
137,517
-0%
减持
IYZ
ISHARES TR
-$516.0K
18,242
-53%
清仓
STAG
STAG INDL INC
-$501.8K
0
-100%
减持
PULS
PGIM ETF TR
-$491.5K
32,545
-23%
增持
JPM
JPMORGAN CHASE & CO.
+$490.6K
7,663
+9%
增持
WMT
WALMART INC
+$464.2K
33,535
+5%
增持
BIV
VANGUARD BD INDEX FDS
+$456.9K
120,005
+4%
增持
AVGO
BROADCOM INC
+$452.4K
3,973
+4%
减持
XLV
SELECT SECTOR SPDR TR
-$445.1K
11,119
-16%
增持
V
VISA INC
+$440.4K
4,497
+36%
增持
FXD
FIRST TR EXCHANGE TRADED FD
+$425.7K
10,237
+165%
减持
PXF
INVESCO EXCH TRADED FD TR II
+$414.4K
82,341
-1%
减持
XLP
SELECT SECTOR SPDR TR
-$407.6K
31,948
-13%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$403.1K
60,402
+14%
增持
META
META PLATFORMS INC
+$401.1K
1,923
+9%
增持
GOOG
ALPHABET INC
+$377.4K
13,636
+4%
建仓
FIDU
FIDELITY COVINGTON TRUST
+$371.9K
4,797
建仓
VTEI
VANGUARD MUN BD FDS
+$368.6K
3,740
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$368.2K
55,799
+18%
增持
TSLA
TESLA INC
+$367.1K
2,735
+41%
减持
BOTZ
GLOBAL X FDS
-$359.6K
30,154
-36%
减持
BLV
VANGUARD BD INDEX FDS
-$347.0K
7,752
-38%
增持
GOF
GUGGENHEIM STRATEGIC OPPORTU
+$346.4K
115,420
+31%
减持
VCRM
VANGUARD MUN BD FDS
-$343.9K
5,474
-46%
建仓
DFAI
DIMENSIONAL ETF TRUST
+$343.7K
9,943
减持
BOND
PIMCO ETF TR
-$342.4K
31,689
-10%
减持
XAR
SPDR SERIES TRUST
+$341.6K
9,573
-8%
增持
GOOGL
ALPHABET INC
+$339.0K
13,331
+3%
增持
OMFL
INVESCO EXCH TRD SLF IDX FD
+$337.6K
44,151
+6%
建仓
VCR
VANGUARD WORLD FD
+$333.7K
921
增持
ORCL
ORACLE CORP
+$331.4K
3,689
+9%
建仓
EWJ
ISHARES INC
+$323.7K
4,317
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$318.5K
0
-100%
减持
VCRB
VANGUARD MALVERN FDS
-$314.5K
34,684
-11%
清仓
COR
CENCORA INC
-$309.7K
0
-100%
增持
LMT
LOCKHEED MARTIN CORP
+$309.0K
1,770
+55%
建仓
EWU
ISHARES TR
+$302.1K
7,605
减持
GSIE
GOLDMAN SACHS ETF TR
+$298.6K
87,096
-2%
增持
QCOM
QUALCOMM INC
+$295.1K
3,854
+86%
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$283.4K
53,867
+22%
增持
VHT
VANGUARD WORLD FD
+$283.0K
3,713
+54%
建仓
BA
BOEING CO
+$281.8K
1,345
减持
VTEC
VANGUARD CALIF TAX FREE FDS
-$280.7K
6,626
-30%
减持
—
EXXON MOBIL CORP
-$276.5K
18,844
-3%
建仓
HOOD
ROBINHOOD MKTS INC
+$272.1K
2,906
清仓
PFE
PFIZER INC
-$269.3K
0
-100%
减持
SPMD
SPDR SERIES TRUST
-$261.0K
55,526
-13%
建仓
YUM
YUM BRANDS INC
+$254.9K
1,720
减持
DFAC
DIMENSIONAL ETF TRUST
+$251.7K
98,311
-1%
增持
SEI
SOLARIS ENERGY INFRAS INC
+$247.2K
37,086
+1%
减持
IYF
ISHARES TR
-$246.7K
2,909
-45%
清仓
IYJ
ISHARES TR
-$244.9K
0
-100%
减持
DFUS
DIMENSIONAL ETF TRUST
+$244.7K
43,375
-1%
减持
SOXX
ISHARES TR
+$243.6K
5,497
-3%
增持
AMLP
ALPS ETF TR
+$241.9K
27,897
+29%
增持
VXUS
VANGUARD STAR FDS
+$235.5K
32,411
+0%
减持
VZ
VERIZON COMMUNICATIONS INC
-$233.9K
24,809
-14%
清仓
CRM
SALESFORCE INC
-$233.8K
0
-100%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$233.2K
3,810
建仓
IVVW
ISHARES TR
+$230.7K
5,018
清仓
MRSH
MARSH & MCLENNAN COS INC
-$230.4K
0
-100%
增持
FTEC
FIDELITY COVINGTON TRUST
+$228.7K
4,674
+9%
减持
SGOV
ISHARES TR
-$228.5K
8,320
-21%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$228.0K
7,897
+3%
建仓
WM
WASTE MGMT INC DEL
+$227.0K
992
清仓
UNH
UNITEDHEALTH GROUP INC
-$225.4K
0
-100%
清仓
FISV
FISERV INC
-$224.8K
0
-100%
建仓
AIA
ISHARES TR
+$223.1K
2,752
建仓
CMF
ISHARES TR
+$222.9K
3,999
建仓
DFCA
DIMENSIONAL ETF TRUST
+$222.9K
4,522
清仓
VRTX
VERTEX PHARMACEUTICALS INC
-$218.2K
0
-100%
增持
FNCL
FIDELITY COVINGTON TRUST
+$217.2K
18,033
+12%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$216.2K
77,491
-3%
清仓
EPD
ENTERPRISE PRODS PARTNERS L
-$213.9K
0
-100%
清仓
SYK
STRYKER CORPORATION
-$211.9K
0
-100%
减持
OKE
ONEOK INC NEW
-$211.7K
11,108
-1%
清仓
CTAS
CINTAS CORP
-$210.9K
0
-100%
建仓
—
ROYAL CARIBBEAN GROUP
+$208.8K
667
增持
BAC
BANK AMERICA CORP
+$208.4K
10,890
+48%
建仓
UOCT
INNOVATOR ETFS TRUST
+$205.5K
5,587
建仓
DTD
WISDOMTREE TR
+$205.1K
2,579
减持
VBK
VANGUARD INDEX FDS
-$202.6K
3,887
-23%
增持
XLI
SELECT SECTOR SPDR TR
+$202.1K
7,455
+9%
