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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 42
增持 54
减持 48
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
FSMD
FIDELITY COVINGTON TRUST
+$53.6M
5,165,395
+28%
减持
VOO
VANGUARD INDEX FDS
-$33.3M
488,714
-6%
增持
DIVI
FRANKLIN TEMPLETON ETF TR
+$32.3M
5,659,717
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。
+14%
增持
UBND
VICTORY PORTFOLIOS II
+$17.2M
7,358,557
+13%
增持
QGRW
WISDOMTREE TR
-$15.8M
4,330,872
+3%
增持
FRDM
EA SERIES TRUST
+$15.5M
2,549,629
+6%
增持
PYLD
PIMCO ETF TR
+$15.5M
6,463,927
+12%
增持
FBND
FIDELITY MERRIMACK STR TR
+$15.1M
2,843,873
+14%
增持
DIVO
AMPLIFY ETF TR
+$13.9M
3,180,704
+10%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$13.3M
979,118
-19%
增持
BNDI
NEOS ETF TRUST
+$11.6M
2,012,440
+15%
增持
NFLT
ETFIS SER TR I
+$11.3M
4,467,291
+14%
增持
FDVV
FIDELITY COVINGTON TRUST
+$8.7M
2,532,542
+9%
减持
MSFT
MICROSOFT CORP
-$8.2M
55,010
-7%
减持
AAPL
APPLE INC
-$8.1M
161,459
-11%
增持
TSEC
TOUCHSTONE ETF TRUST
+$7.4M
366,584
+367%
增持
COST
COSTCO WHOLESALE CORPORATION
+$7.3M
50,707
+1%
增持
PTLC
PACER FDS TR
+$5.7M
115,766
+1646%
减持
VUG
VANGUARD INDEX FDS
-$4.4M
72,519
-2%
增持
VHT
VANGUARD WORLD FD
+$4.4M
20,768
+368%
建仓
GPIX
GOLDMAN SACHS ETF TR
+$4.0M
80,165
减持
VIS
VANGUARD WORLD FD
-$3.9M
2,412
-85%
增持
BOND
PIMCO ETF TR
+$3.8M
59,552
+230%
减持
SCHB
SCHWAB STRATEGIC TR
-$3.7M
1,086,268
-8%
增持
SCHG
SCHWAB STRATEGIC TR
+$3.7M
367,237
+71%
减持
FTRB
FEDERATED HERMES ETF TRUST
-$3.7M
853,548
-14%
减持
GSLC
GOLDMAN SACHS ETF TR
-$3.6M
157,795
-11%
减持
SPGP
INVESCO EXCHANGE TRADED FD T
-$3.5M
90,616
-22%
减持
QQQ
INVESCO QQQ TR
-$3.5M
37,789
-8%
增持
HFSI
HARTFORD FDS EXCHANGE TRADED
+$3.5M
122,142
+498%
建仓
TCAF
T ROWE PRICE ETF INC
+$3.5M
98,129
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$3.4M
28,208
-68%
建仓
MLPI
NEOS ETF TRUST
+$3.4M
59,449
建仓
FELC
FIDELITY COVINGTON TRUST
+$3.2M
88,279
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$3.2M
97,861
-11%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$3.0M
56,650
-3%
建仓
SPAB
SPDR SERIES TRUST
+$2.8M
109,681
增持
IEFA
ISHARES TR
+$2.8M
35,694
+597%
建仓
EXE
EXPAND ENERGY CORPORATION
+$2.7M
24,372
建仓
XME
SPDR SERIES TRUST
+$2.5M
23,494
建仓
HOLA
J P MORGAN EXCHANGE TRADED F
+$2.5M
48,135
减持
AMLP
ALPS ETF TR
-$2.5M
12,412
-82%
增持
—
EXXON MOBIL CORP
+$2.5M
40,014
+12%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$2.4M
17,343
+246%
建仓
IDVO
AMPLIFY ETF TR
+$2.3M
56,403
建仓
VV
VANGUARD INDEX FDS
+$2.2M
7,416
建仓
TRND
PACER FDS TR
+$2.2M
66,767
增持
CSHI
NEOS ETF TRUST
+$2.2M
288,073
+18%
增持
IWB
ISHARES TR
+$2.0M
9,039
+187%
建仓
INEQ
COLUMBIA ETF TR I
+$2.0M
50,386
减持
IQLT
ISHARES TR
-$1.9M
339,405
-12%
建仓
CEF
SPROTT ASSET MANAGEMENT LP
+$1.9M
39,386
建仓
SHEL
SHELL PLC
+$1.8M
19,804
增持
VTV
VANGUARD INDEX FDS
+$1.8M
120,954
+5%
减持
GOOGL
ALPHABET INC
-$1.8M
16,018
-22%
减持
KORP
AMERICAN CENTY ETF TR
-$1.8M
63,161
-37%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$1.8M
118,963
+44%
增持
AGG
ISHARES TR
+$1.7M
24,092
+263%
增持
FFSM
FIDELITY COVINGTON TRUST
+$1.7M
103,645
+100%
减持
FVD
FIRST TR EXCHANGE-TRADED FD
-$1.7M
9,538
-80%
增持
GMUB
GOLDMAN SACHS ETF TR
+$1.7M
122,173
+38%
减持
NVDA
NVIDIA CORPORATION
-$1.6M
62,044
-7%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$1.5M
1,318
-70%
增持
GLD
SPDR GOLD TR
+$1.5M
20,788
+10%
增持
AMZN
AMAZON COM INC
+$1.4M
64,105
+24%
减持
OPER
ETF SER SOLUTIONS
-$1.4M
3,086
-82%
减持
PULS
PGIM ETF TR
-$1.4M
9,335
-75%
建仓
—
LYONDELLBASELL INDUSTRIES NV
+$1.3M
16,066
建仓
MUB
ISHARES TR
+$1.2M
11,599
减持
IVW
ISHARES TR
-$1.2M
67,254
-6%
减持
JPM
JPMORGAN CHASE & CO
-$1.2M
10,063
-22%
建仓
FLXR
TCW ETF TRUST
+$1.2M
29,956
减持
NFLX
NETFLIX INC.
-$1.1M
11,138
-53%
清仓
QYLD
GLOBAL X FDS
-$1.1M
0
-100%
减持
JSI
JANUS DETROIT STR TR
-$1.1M
12,566
-62%
减持
BND
VANGUARD BD INDEX FDS
-$1.1M
92,806
-13%
增持
FLMI
FRANKLIN TEMPLETON ETF TR
+$1.1M
176,217
+32%
减持
SGOV
ISHARES TR
-$1.0M
201,228
-5%
减持
LMT
LOCKHEED MARTIN CORP
+$990.6K
9,107
-2%
减持
GOF
GUGGENHEIM STRATEGIC OPPORTU
-$984.7K
246,738
-14%
增持
CVX
CHEVRON CORPORATION
+$978.4K
9,102
+53%
增持
HMOP
HARTFORD FDS EXCHANGE TRADED
+$924.9K
101,917
+32%
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$907.8K
16,351
建仓
FDL
FIRST TR EXCHANGE-TRADED FD
+$903.8K
17,791
增持
XLE
SELECT SECTOR SPDR TR
+$883.5K
36,738
+20%
增持
JNJ
JOHNSON & JOHNSON
+$856.6K
20,667
+2%
增持
PXF
INVESCO EXCH TRADED FD TR II
+$816.9K
87,083
+8%
增持
LRCX
LAM RESEARCH CORP
+$802.5K
5,225
+185%
增持
COWZ
PACER FDS TR
+$783.5K
119,239
+7%
建仓
XSOE
WISDOMTREE TR
+$739.4K
18,440
减持
CSCO
CISCO SYS INC
-$732.9K
12,494
-43%
增持
VB
VANGUARD INDEX FDS
+$731.2K
12,442
+27%
减持
JAAA
JANUS DETROIT STR TR
-$726.9K
8,656
-62%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$724.2K
25,857
+200%
减持
XLY
SELECT SECTOR SPDR TR
-$702.6K
42,219
-5%
增持
XAR
SPDR SERIES TRUST
+$695.7K
10,827
+27%
建仓
ANET
ARISTA NETWORKS INC
+$664.1K
5,409
减持
ITOT
ISHARES TR
-$637.3K
20,636
-14%
建仓
PIFI
ETF SER SOLUTIONS
+$634.5K
6,737
建仓
IBRX
IMMUNITYBIO INC
+$616.8K
80,422
减持
DTD
WISDOMTREE TR
-$616.6K
235,615
-5%
建仓
HYMB
SPDR SERIES TRUST
+$597.2K
24,081
减持
WMT
WALMART INC
+$587.8K
112,007
-6%
建仓
PTNQ
PACER FDS TR
+$571.9K
7,839
建仓
NLR
VANECK ETF TRUST
+$557.4K
4,185
减持
ACIO
ETF SER SOLUTIONS
-$554.6K
8,875
-58%
建仓
IIM
INVESCO VALUE MUN INCOME TR
+$553.9K
45,552
增持
SPGI
S&P GLOBAL INC
-$551.9K
5,765
+0%
清仓
DUBS
ETF SER SOLUTIONS
-$550.2K
0
-100%
增持
SLV
ISHARES SILVER TR
+$538.6K
22,385
+46%
清仓
CRWV
COREWEAVE INC
-$534.6K
0
-100%
减持
SPYM
SPDR SERIES TRUST
-$532.5K
30,829
-14%
增持
VGT
VANGUARD WORLD FD
-$524.7K
16,070
+3%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$524.1K
6,582
-8%
建仓
MELI
MERCADOLIBRE INC
+$520.4K
301
减持
VXF
VANGUARD INDEX FDS
-$516.1K
31,254
-6%
建仓
CAM
AB ACTIVE ETFS INC
+$512.7K
20,535
减持
COP
CONOCOPHILLIPS
+$506.1K
13,693
-2%
建仓
EMLP
FIRST TR EXCHANGE-TRADED FD
+$499.3K
11,437
增持
CAT
CATERPILLAR INC
+$491.4K
2,540
+11%
建仓
SHOP
SHOPIFY INC
+$481.1K
4,056
建仓
—
ACCENTURE PLC IRELAND
+$474.7K
2,394
增持
GOOG
ALPHABET INC
-$459.0K
19,576
+1%
清仓
BLV
VANGUARD BD INDEX FDS
-$457.0K
0
-100%
减持
ORCL
ORACLE CORP
-$453.9K
3,002
-35%
建仓
NEM
NEWMONT CORP
+$451.8K
4,173
增持
VBR
VANGUARD INDEX FDS
+$449.9K
6,622
+42%
建仓
KMI
KINDER MORGAN INC DEL
+$448.2K
13,369
建仓
PTMC
PACER FDS TR
+$447.0K
12,224
建仓
EMR
EMERSON ELEC CO
+$439.9K
3,357
建仓
XMMO
INVESCO EXCHANGE TRADED FD T
+$439.0K
3,027
建仓
SPMO
INVESCO EXCH TRADED FD TR II
+$433.0K
3,862
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$426.0K
12,683
-1%
减持
IYW
ISHARES TR
-$425.4K
3,211
-36%
增持
VO
VANGUARD INDEX FDS
+$421.0K
20,407
+9%
建仓
ZAP
GLOBAL X FDS
+$418.6K
13,015
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$407.3K
107,088
+11%
增持
SCHX
SCHWAB STRATEGIC TR
+$404.2K
61,563
+41%
减持
LLY
ELI LILLY & CO
-$404.0K
1,692
-7%
减持
VTIP
VANGUARD MALVERN FDS
-$401.1K
31,225
-21%
清仓
TRV
TRAVELERS COMPANIES INC
-$397.7K
0
-100%
清仓
UHS
UNIVERSAL HLTH SVCS INC
-$397.4K
0
-100%
增持
HDV
ISHARES TR
+$389.6K
4,979
+112%
增持
VTI
VANGUARD INDEX FDS
-$381.1K
30,883
+1%
建仓
GDX
VANECK ETF TRUST
+$379.4K
4,134
增持
VZ
VERIZON COMMUNICATIONS INC
+$378.4K
29,815
+9%
建仓
IAU
ISHARES GOLD TR
+$374.5K
4,248
增持
SHY
ISHARES TR
+$364.2K
8,424
+111%
建仓
MPC
MARATHON PETE CORP
+$362.4K
1,484
减持
AKRE
PROFESIONALLY MANAGED PORTFO
-$359.7K
25,973
-2%
