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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 28
增持 74
减持 33
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD INDEX FDS
+$19.0M
518,743
+4%
增持
FRDM
EA SERIES TRUST
+$17.5M
2,416,148
+1%
增持
DIVI
FRANKLIN TEMPLETON ETF TR
+$14.5M
4,964,122
+4%
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
QGRW
WISDOMTREE TR
+$12.4M
4,214,209
+3%
增持
PYLD
PIMCO ETF TR
+$11.6M
5,768,470
+9%
增持
UBND
VICTORY PORTFOLIOS II
+$11.5M
6,504,886
+9%
增持
FSMD
FIDELITY COVINGTON TRUST
+$10.0M
4,020,613
+6%
增持
FBND
FIDELITY MERRIMACK STR TR
+$8.7M
2,490,208
+9%
增持
FDVV
FIDELITY COVINGTON TRUST
+$8.7M
2,314,770
+5%
增持
BNDI
NEOS ETF TRUST
+$6.3M
1,752,661
+8%
增持
NFLT
ETFIS SER TR I
+$6.1M
3,922,543
+7%
增持
DIVO
AMPLIFY ETF TR
+$5.3M
2,893,478
+4%
增持
VGT
VANGUARD WORLD FD
+$4.4M
15,571
+58%
减持
VTV
VANGUARD INDEX FDS
-$4.2M
114,761
-18%
增持
VOX
VANGUARD WORLD FD
+$4.1M
27,525
+332%
减持
VUG
VANGUARD INDEX FDS
-$4.1M
74,036
-12%
增持
VIS
VANGUARD WORLD FD
+$4.0M
15,717
+582%
增持
VCR
VANGUARD WORLD FD
+$3.8M
11,384
+598%
增持
SPY
SPDR S&P 500 ETF TR
+$3.7M
58,397
+8%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$3.3M
1,201,892
+5%
减持
AAPL
APPLE INC
+$3.0M
180,423
-0%
增持
COST
COSTCO WHSL CORP NEW
-$3.0M
50,095
+0%
减持
BIV
VANGUARD BD INDEX FDS
-$2.9M
79,628
-32%
增持
SGOV
ISHARES TR
+$2.7M
212,032
+15%
增持
NVDA
NVIDIA CORPORATION
+$2.4M
66,579
+24%
增持
FTRB
FEDERATED HERMES ETF TRUST
+$1.8M
989,679
+8%
建仓
AKRE
PROFESIONALLY MANAGED PORTFO
+$1.7M
26,444
增持
WMT
WALMART INC
+$1.7M
119,670
+6%
增持
GOOGL
ALPHABET INC
+$1.7M
20,460
+6%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$1.6M
110,135
-8%
增持
GOOG
ALPHABET INC
+$1.5M
19,358
+3%
增持
DTD
WISDOMTREE TR
+$1.5M
246,988
+6%
增持
FFSM
FIDELITY COVINGTON TRUST
+$1.3M
51,833
+355%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$1.2M
128,702
-17%
减持
VCRB
VANGUARD MALVERN FDS
-$1.1M
17,914
-44%
清仓
MZTI
MARZETTI COMPANY
-$920.8K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$905.4K
20,272
+14%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$888.7K
12,834
-26%
增持
AMZN
AMAZON COM INC
+$875.8K
51,667
+3%
减持
BND
VANGUARD BD INDEX FDS
-$865.0K
106,597
-10%
减持
SPGP
INVESCO EXCHANGE TRADED FD T
-$826.5K
116,741
-6%
减持
SCHB
SCHWAB STRATEGIC TR
-$824.5K
1,180,968
-5%
增持
DUK
DUKE ENERGY CORP NEW
+$820.3K
28,799
+39%
增持
LLY
ELI LILLY & CO
+$816.4K
1,824
+22%
增持
GMUB
GOLDMAN SACHS ETF TR
+$811.3K
88,591
+21%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$779.1K
82,660
+23%
增持
FLMI
FRANKLIN TEMPLETON ETF TR
+$762.1K
133,301
+29%
增持
JSI
JANUS DETROIT STR TR
+$760.2K
33,479
+78%
建仓
HFSI
HARTFORD FDS EXCHANGE TRADED
+$724.2K
20,411
减持
GLD
SPDR GOLD TR
+$719.7K
18,885
-1%
增持
MSFT
MICROSOFT CORP
-$690.9K
59,115
+5%
减持
KORP
AMERICAN CENTY ETF TR
-$671.7K
100,183
-12%
减持
GSLC
GOLDMAN SACHS ETF TR
-$666.6K
176,631
-4%
减持
PM
PHILIP MORRIS INTL INC
-$663.0K
29,928
-11%
增持
XLY
SELECT SECTOR SPDR TR
-$646.6K
44,415
+79%
建仓
GILD
GILEAD SCIENCES INC
+$641.5K
5,226
增持
NFLX
NETFLIX INC
-$634.5K
23,608
+894%
减持
VNQ
VANGUARD INDEX FDS
-$632.7K
33,680
-15%
减持
QQQ
INVESCO QQQ TR
-$619.9K
41,247
-5%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$593.6K
66,758
-14%
减持
VB
VANGUARD INDEX FDS
-$570.2K
9,799
-20%
清仓
—
FLUTTER ENTMT PLC
-$525.0K
0
-100%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$511.0K
87,708
+11%
清仓
CAVA
CAVA GROUP INC
-$507.4K
0
-100%
减持
IQLT
ISHARES TR
-$500.8K
387,131
-5%
减持
SEI
SOLARIS ENERGY INFRAS INC
-$500.4K
21,458
-42%
增持
JAAA
JANUS DETROIT STR TR
+$499.1K
22,992
+76%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$493.1K
96,135
+13%
增持
HD
HOME DEPOT INC
-$491.6K
13,233
+6%
增持
CRWV
COREWEAVE INC
-$481.6K
7,465
+1%
增持
HMOP
HARTFORD FDS EXCHANGE TRADED
+$476.8K
77,305
+18%
建仓
MCK
MCKESSON CORP
+$446.2K
544
减持
SPTI
SPDR SERIES TRUST
-$433.4K
201,094
-7%
清仓
HOOD
ROBINHOOD MKTS INC
-$417.1K
0
-100%
增持
GOF
GUGGENHEIM STRATEGIC OPPORTU
-$399.3K
287,555
+5%
增持
DE
DEERE & CO
+$395.0K
3,679
+28%
清仓
CELH
CELSIUS HLDGS INC
-$393.7K
0
-100%
增持
AMLP
ALPS ETF TR
+$386.7K
67,340
+14%
增持
TUSI
TOUCHSTONE ETF TRUST
+$378.1K
142,674
+12%
增持
XLK
SELECT SECTOR SPDR TR
+$375.9K
25,083
+119%
增持
PEP
PEPSICO INC
+$370.3K
23,101
+10%
建仓
PTLC
PACER FDS TR
+$368.4K
6,629
增持
SLV
ISHARES SILVER TR
+$364.0K
15,317
+4%
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$356.7K
120,642
+11%
增持
CSHI
NEOS ETF TRUST
+$350.7K
244,960
+3%
建仓
AMAT
APPLIED MATLS INC
+$315.6K
1,228
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$312.5K
7,156
+12%
建仓
IEF
ISHARES TR
+$309.3K
3,216
增持
RTX
RTX CORPORATION
+$302.0K
10,709
+8%
增持
AMD
ADVANCED MICRO DEVICES INC
+$297.8K
4,953
+5%
减持
USVM
VICTORY PORTFOLIOS II
-$297.0K
59,539
-6%
减持
EMXC
ISHARES INC
+$296.4K
72,646
-2%
增持
ORCL
ORACLE CORP
-$295.4K
4,595
+9%
增持
—
EXXON MOBIL CORP
+$294.6K
35,625
+1%
减持
PXF
INVESCO EXCH TRADED FD TR II
+$292.2K
80,406
-1%
建仓
GLW
CORNING INC
+$291.7K
3,331
建仓
FCX
FREEPORT-MCMORAN INC
+$288.1K
5,673
增持
CSCO
CISCO SYS INC
+$287.1K
22,099
+7%
减持
HIMU
BLACKROCK ETF TRUST II
-$285.9K
12,525
-31%
增持
ABBV
ABBVIE INC
+$284.7K
11,432
+14%
减持
VO
VANGUARD INDEX FDS
-$277.5K
18,743
-4%
增持
VXF
VANGUARD INDEX FDS
+$261.7K
33,226
+4%
清仓
CXT
CRANE NXT CO
-$260.0K
0
-100%
增持
MU
MICRON TECHNOLOGY INC
+$258.6K
1,936
+10%
增持
MS
MORGAN STANLEY
+$252.7K
4,121
+37%
增持
LMT
LOCKHEED MARTIN CORP
+$250.8K
9,332
+9%
增持
CAT
CATERPILLAR INC
+$250.2K
2,283
+3%
增持
IYW
ISHARES TR
+$249.6K
5,048
+30%
建仓
ENB
ENBRIDGE INC
+$247.3K
5,170
减持
LRGF
ISHARES TR
-$244.5K
6,413
-36%
建仓
PH
PARKER-HANNIFIN CORP
+$243.5K
277
增持
FVD
FIRST TR EXCHANGE-TRADED FD
+$243.4K
46,870
+13%
清仓
MMM
3M CO
-$243.1K
0
-100%
清仓
—
CRISPR THERAPEUTICS AG
-$241.1K
0
-100%
建仓
MFC
MANULIFE FINL CORP
+$240.6K
6,631
增持
AVGO
BROADCOM INC
+$239.9K
6,147
+7%
建仓
GWW
WW GRAINGER INC
+$238.1K
236
建仓
SEB
SEABOARD CORP DEL
+$235.6K
53
增持
MRK
MERCK & CO INC
+$234.9K
6,323
+23%
增持
KO
COCA COLA CO
+$232.3K
24,075
+10%
增持
TFC
TRUIST FINL CORP
+$230.8K
10,358
+70%
建仓
NVS
NOVARTIS AG
+$230.0K
1,668
建仓
MATX
MATSON INC
+$227.9K
1,845
清仓
TMUS
T-MOBILE US INC
-$227.2K
0
-100%
建仓
PLD
PROLOGIS INC.
+$225.7K
1,768
清仓
—
ROYAL CARIBBEAN GROUP
-$223.1K
0
-100%
清仓
MPC
MARATHON PETE CORP
-$222.4K
0
-100%
建仓
BOCT
INNOVATOR ETFS TRUST
+$222.0K
4,492
建仓
—
CHUBB LIMITED
+$221.3K
709
建仓
NDAQ
NASDAQ INC
+$219.4K
2,259
增持
OPER
ETF SER SOLUTIONS
+$219.4K
17,042
+15%
建仓
USB
US BANCORP DEL
+$219.0K
4,104
增持
XLP
SELECT SECTOR SPDR TR
+$218.3K
123,182
+3%
减持
ACIO
ETF SER SOLUTIONS
-$218.1K
21,213
-20%
清仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
-$216.7K
0
-100%
增持
TSEC
TOUCHSTONE ETF TRUST
+$216.6K
78,440
+12%
建仓
ASTS
AST SPACEMOBILE INC
+$215.3K
2,965
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$213.1K
470
建仓
XT
ISHARES TR
+$211.0K
3,025
清仓
NKE
NIKE INC
-$210.5K
0
-100%
减持
UAPR
INNOVATOR ETFS TRUST
-$210.3K
12,617
-35%
清仓
ORLY
OREILLY AUTOMOTIVE INC
-$210.1K
0
-100%
减持
IJR
ISHARES TR
-$206.2K
33,860
-6%
建仓
TEVA
TEVA PHARMACEUTICAL INDS LTD
+$206.0K
6,600
清仓
MDLZ
MONDELEZ INTL INC
-$205.8K
0
-100%
减持
SPYM
SPDR SERIES TRUST
-$205.0K
36,053
-9%
减持
SPGI
S&P GLOBAL INC
+$204.8K
5,748
-0%
建仓
SLB
SLB LIMITED
+$204.0K
5,315
建仓
VYM
VANGUARD WHITEHALL FDS
+$203.4K
1,417
建仓
PKW
INVESCO EXCHANGE TRADED FD T
+$203.2K
1,513
