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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 48
增持 83
减持 17
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$62.2M
1,143,299
+1216%
增持
VOO
VANGUARD INDEX FDS
+$40.9M
500,243
+7%
增持
QGRW
WISDOMTREE TR
+$37.8M
4,093,976
+9%
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
SPY
SPDR S&P 500 ETF TR
+$28.9M
54,249
+363%
建仓
FTRB
FEDERATED HERMES ETF TRUST
+$23.3M
918,680
增持
AAPL
APPLE INC
+$20.4M
180,891
+45%
增持
FSMD
FIDELITY COVINGTON TRUST
+$20.1M
3,803,734
+7%
增持
DTD
WISDOMTREE TR
+$19.3M
232,026
+8897%
增持
DIVI
FRANKLIN TEMPLETON ETF TR
+$19.0M
4,784,732
+7%
增持
FDVV
FIDELITY COVINGTON TRUST
+$18.6M
2,199,223
+10%
增持
SGOV
ISHARES TR
+$17.7M
184,490
+2117%
增持
UBND
VICTORY PORTFOLIOS II
+$16.2M
5,970,753
+13%
增持
MSFT
MICROSOFT CORP
+$15.5M
56,531
+104%
增持
PYLD
PIMCO ETF TR
+$15.5M
5,301,950
+11%
增持
FBND
FIDELITY MERRIMACK STR TR
+$10.4M
2,290,307
+10%
增持
FRDM
EA SERIES TRUST
+$9.9M
2,400,679
+1%
减持
SPGP
INVESCO EXCHANGE TRADED FD T
-$9.1M
124,262
-42%
增持
DIVO
AMPLIFY ETF TR
+$8.4M
2,770,409
+2%
增持
WMT
WALMART INC
+$8.3M
112,768
+236%
增持
BNDI
NEOS ETF TRUST
+$7.6M
1,617,893
+10%
减持
IQLT
ISHARES TR
-$7.6M
409,501
-31%
增持
NFLT
ETFIS SER TR I
+$7.5M
3,655,372
+9%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$7.3M
119,483
-26%
减持
GSLC
GOLDMAN SACHS ETF TR
-$7.1M
184,581
-28%
增持
XLP
SELECT SECTOR SPDR TR
+$6.8M
119,311
+273%
建仓
VXF
VANGUARD INDEX FDS
+$6.7M
31,941
减持
COWZ
PACER FDS TR
-$6.6M
114,804
-52%
建仓
KORP
AMERICAN CENTY ETF TR
+$5.4M
113,557
增持
AMZN
AMAZON COM INC
+$5.2M
50,326
+88%
减持
SCHB
SCHWAB STRATEGIC TR
-$4.8M
1,236,924
-20%
增持
QQQ
INVESCO QQQ TR
+$4.7M
43,237
+12%
建仓
NYF
ISHARES TR
+$3.6M
68,147
增持
VUG
VANGUARD INDEX FDS
+$3.6M
83,799
+0%
增持
PM
PHILIP MORRIS INTL INC
+$3.6M
33,683
+230%
增持
LMT
LOCKHEED MARTIN CORP
+$3.4M
8,539
+382%
增持
HD
HOME DEPOT INC
+$3.2M
12,451
+145%
增持
VGT
VANGUARD WORLD FD
+$3.1M
9,844
+54%
增持
PG
PROCTER AND GAMBLE CO
+$2.7M
21,927
+401%
增持
GLD
SPDR GOLD TR
+$2.6M
19,030
+39%
建仓
DUK
DUKE ENERGY CORP NEW
+$2.6M
20,649
增持
PEP
PEPSICO INC
+$2.4M
20,971
+430%
增持
JNJ
JOHNSON & JOHNSON
+$2.4M
17,743
+203%
增持
GOF
GUGGENHEIM STRATEGIC OPPORTU
+$2.4M
273,901
+137%
增持
GOOGL
ALPHABET INC
+$2.4M
19,366
+45%
建仓
DGRO
ISHARES TR
+$2.2M
32,292
增持
GOOG
ALPHABET INC
+$2.1M
18,744
+37%
增持
NVDA
NVIDIA CORPORATION
+$2.0M
53,810
+6%
增持
—
EXXON MOBIL CORP
+$2.0M
35,411
+88%
建仓
BILS
SPDR SERIES TRUST
+$1.9M
19,382
增持
VTV
VANGUARD INDEX FDS
+$1.8M
140,140
+2%
清仓
XBMNX
BLACKROCK 2037 MUNICIPAL TAR
-$1.8M
0
-100%
减持
BND
VANGUARD BD INDEX FDS
-$1.8M
117,798
-18%
增持
JPM
JPMORGAN CHASE & CO.
+$1.8M
12,734
+66%
增持
SO
SOUTHERN CO
+$1.8M
23,578
+356%
增持
ABBV
ABBVIE INC
+$1.8M
10,052
+225%
建仓
MCD
MCDONALDS CORP
+$1.7M
5,574
建仓
RTX
RTX CORPORATION
+$1.7M
9,932
增持
TSLA
TESLA INC
+$1.6M
5,527
+102%
建仓
LDOS
LEIDOS HOLDINGS INC
+$1.5M
8,141
增持
IVVW
ISHARES TR
+$1.5M
37,656
+650%
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$1.5M
108,663
+102%
建仓
IWN
ISHARES TR
+$1.5M
8,331
清仓
EOT
EATON VANCE NATL MUN OPPORT
-$1.5M
0
-100%
增持
ABT
ABBOTT LABS
+$1.4M
14,207
+313%
增持
AMLP
ALPS ETF TR
+$1.4M
59,230
+112%
增持
SCHD
SCHWAB STRATEGIC TR
+$1.4M
73,839
+219%
建仓
BTCI
NEOS ETF TRUST
+$1.4M
23,549
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$1.3M
84,819
+52%
建仓
DE
DEERE & CO
+$1.3M
2,882
增持
COST
COSTCO WHSL CORP NEW
-$1.3M
49,883
+4%
建仓
COP
CONOCOPHILLIPS
+$1.3M
13,255
增持
IJR
ISHARES TR
+$1.2M
35,980
+29%
建仓
—
JOHNSON CTLS INTL PLC
+$1.2M
11,146
减持
BOND
PIMCO ETF TR
-$1.2M
18,653
-41%
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$1.2M
10,846
-81%
增持
VPU
VANGUARD WORLD FD
+$1.1M
9,655
+146%
建仓
PNC
PNC FINL SVCS GROUP INC
+$1.1M
5,593
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.1M
78,974
+31%
增持
META
META PLATFORMS INC
+$1.1M
3,389
+76%
增持
WM
WASTE MGMT INC DEL
+$1.0M
5,691
+474%
建仓
QYLD
GLOBAL X FDS
+$998.7K
58,710
建仓
JSI
JANUS DETROIT STR TR
+$982.7K
18,800
增持
VTI
VANGUARD INDEX FDS
+$979.5K
30,856
+3%
减持
SPTI
SPDR SERIES TRUST
-$938.5K
215,671
-13%
增持
GMUB
GOLDMAN SACHS ETF TR
+$938.0K
73,192
+31%
建仓
CVX
CHEVRON CORP NEW
+$919.8K
5,923
建仓
SDY
SPDR SERIES TRUST
+$915.4K
6,536
建仓
HIMU
BLACKROCK ETF TRUST II
+$895.6K
18,207
增持
LLY
ELI LILLY & CO
+$856.3K
1,499
+306%
建仓
CDX
SIMPLIFY EXCHANGE TRADED FUN
+$853.6K
37,257
增持
IVV
ISHARES TR
+$831.9K
11,051
+5%
建仓
NOC
NORTHROP GRUMMAN CORP
+$811.8K
1,332
增持
LOW
LOWES COS INC
+$807.4K
4,213
+272%
建仓
FCNCA
FIRST CTZNS BANCSHARES INC D
+$803.3K
449
增持
AVGO
BROADCOM INC
+$792.6K
5,722
+44%
建仓
UNH
UNITEDHEALTH GROUP INC
+$780.2K
2,259
减持
IVW
ISHARES TR
+$758.3K
74,562
-0%
建仓
IYW
ISHARES TR
+$758.3K
3,872
增持
XLY
SELECT SECTOR SPDR TR
+$733.1K
24,830
+3%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$733.0K
6,404
+76%
建仓
CRM
SALESFORCE INC
+$731.5K
3,087
建仓
CR
CRANE COMPANY
+$713.7K
3,876
增持
FVD
FIRST TR EXCHANGE-TRADED FD
+$707.9K
41,444
+53%
增持
SCHW
SCHWAB CHARLES CORP
+$700.0K
16,679
+71%
减持
TUSI
TOUCHSTONE ETF TRUST
-$664.9K
127,623
-17%
建仓
JAAA
JANUS DETROIT STR TR
+$663.8K
13,073
增持
VTEI
VANGUARD MUN BD FDS
+$656.7K
10,219
+173%
增持
HMOP
HARTFORD FDS EXCHANGE TRADED
+$656.3K
65,348
+32%
建仓
PPL
PPL CORP
+$649.1K
17,467
减持
VTEB
VANGUARD MUN BD FDS
-$648.2K
17,314
-44%
增持
DGRW
WISDOMTREE TR
+$635.7K
118,852
+0%
增持
FLMI
FRANKLIN TEMPLETON ETF TR
+$633.1K
103,073
+30%
建仓
NEE
NEXTERA ENERGY INC
+$628.8K
8,330
建仓
SLV
ISHARES SILVER TR
+$622.8K
14,698
建仓
LPLA
LPL FINL HLDGS INC
+$605.5K
1,820
建仓
GD
GENERAL DYNAMICS CORP
+$587.4K
1,722
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$581.7K
67,272
+19%
增持
CSCO
CISCO SYS INC
+$560.3K
20,684
+68%
增持
TSEC
TOUCHSTONE ETF TRUST
+$547.0K
69,991
+42%
建仓
RDVY
FIRST TR EXCHANGE TRADED FD
+$546.3K
8,122
增持
KO
COCA COLA CO
+$543.8K
21,876
+71%
建仓
IWD
ISHARES TR
+$534.1K
2,623
建仓
ROBT
FIRST TR EXCHANGE TRADED FD
+$532.3K
10,065
建仓
SYY
SYSCO CORP
+$526.6K
6,396
减持
OPER
ETF SER SOLUTIONS
-$519.4K
14,848
-26%
建仓
SYK
STRYKER CORPORATION
+$516.2K
1,396
增持
CAT
CATERPILLAR INC
+$506.5K
2,217
+56%
建仓
SDVY
FIRST TR EXCHANGE-TRADED FD
+$503.9K
13,253
减持
SPYV
SPDR SERIES TRUST
+$488.5K
336,095
-3%
建仓
MS
MORGAN STANLEY
+$478.9K
3,013
建仓
FE
FIRSTENERGY CORP
+$469.8K
10,252
建仓
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$456.7K
10,867
建仓
MISL
FIRST TR EXCHANGE-TRADED FD
+$453.4K
10,938
增持
VOX
VANGUARD WORLD FD
+$445.8K
6,365
+45%
增持
SEI
SOLARIS ENERGY INFRAS INC
+$437.7K
37,199
+0%
增持
VB
VANGUARD INDEX FDS
+$432.2K
12,182
+8%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$430.9K
8,488
+7%
增持
DFAC
DIMENSIONAL ETF TRUST
+$422.6K
102,309
+4%
建仓
UNP
UNION PAC CORP
+$415.8K
1,759
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$412.4K
9,932
+161%
建仓
ODFL
OLD DOMINION FREIGHT LINE IN
+$405.9K
2,883
减持
VUSB
VANGUARD BD INDEX FDS
-$401.3K
11,413
-41%
增持
ORCL
ORACLE CORP
+$384.3K
4,234
+15%
建仓
GS
GOLDMAN SACHS GROUP INC
+$375.9K
472
建仓
NSC
NORFOLK SOUTHN CORP
+$372.8K
1,241
增持
VIS
VANGUARD WORLD FD
+$371.8K
2,305
+107%
减持
XLV
SELECT SECTOR SPDR TR
-$371.2K
8,102
-27%
增持
HON
HONEYWELL INTL INC
+$364.2K
2,788
+192%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$361.7K
4,325
+25%
增持
FXL
FIRST TR EXCHANGE TRADED FD
+$358.0K
9,210
+22%
