Reliant Wealth Planning

报告期 2026-03-31 · CIK 0001823393

持仓数

前50大市值合计

$330.6M

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 39 项建仓 6增持 16减持 13清仓 4

方向

标的

Δ市值

现股数(环比)

清仓

SCHD SCHWAB US DIVIDEND EQUITY ETF

-$45.4M

0 -100%

建仓

DIVO AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF

+$45.3M

1,017,720

建仓

GRNJ FUNDSTRAT GRANNY SHOTS US

+$14.3M

557,894

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。

BTC GRAYSCALE BITCOIN MINI TR ETF SHS NEW

清仓

— ISHARES TR IBONDS 25 TRM TS

-$1.4M

0 -100%

清仓

AAPL APPLE INCORPORATED

-$1.4M

0 -100%

增持

BALT INNOVATOR DEFINED WEALTH SHLD ETF

+$1.3M

977,177 +2%

清仓

— ISHARES TR IBONDS DEC25 ETF

-$1.1M

0 -100%

增持

ETH GRAYSCALE ETHEREUM MINI TR ETF SHS NEW

-$688.8K

118,690 +16%

减持

GRNY FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF

-$675.6K

979,647 -2%

减持

IWL ISHARES TR RUS TOP 200 ETF

+$490.4K

199,143 -1%

增持

IBTK ISHARES TR IBOND DEC 2030

+$370.2K

37,219 +101%

增持

IBDV ISHARES TR IBONDS DEC 2030

+$369.7K

33,366 +102%

减持

ITOT ISHARES TR CORE S&P TTL STK

+$345.9K

262,486 -1%

建仓

GRNI FUNDSTRAT GRANNY SHOTS US

+$300.8K

14,833

建仓

IBIT ISHARES BITCOIN TRUST ETF SHS BEN INT

+$300.0K

6,042

建仓

IAUM ISHARES GOLD TR SHARES REPRESENT

+$267.6K

6,225

建仓

OUNZ VANECK MERK GOLD ETF

+$265.1K

6,392

增持

IBTJ ISHARES TR IBONDS 29 TRM TS

+$253.0K

55,875 +26%

增持

IBDU ISHARES TR IBONDS DEC 29

+$251.0K

49,407 +28%

增持

RISR FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE

+$227.0K

441,417 +1%

增持

BIV VANGUARD INTERMEDIATE-TERM BOND ETF

+$218.4K

592,660 +1%

增持

IBTH ISHARES TR IBONDS 27 TRM TS

+$112.1K

66,207 +8%

减持

JEPI JPMORGAN EQUITY PREMIUM INCOME ETF

-$96.3K

6,962 -20%

减持

CGGO CAPITAL GROUP GLOBAL GROWTH SHS CREATION UNIT

-$90.3K

653,251 -2%

减持

IBDX ISHARES TR IBONDS DEC 2032

-$66.5K

34,422 -7%

减持

IBTM ISHARES TR IBONDS DEC 2032

-$65.2K

40,753 -6%

增持

IBHK ISHARES TR IBONDS 2031 TERM

+$59.1K

10,067 +31%

减持

IBTP ISHARES TR IBONDS DEC 2034

-$55.2K

52,382 -4%

增持

IBTL ISHARES TR IBONDS DEC 2031

+$49.2K

16,898 +17%

增持

IBDW ISHARES TR IBONDS DEC 2031

+$49.1K

13,497 +21%

增持

IBTG ISHARES TR IBONDS 26 TRM TS

+$45.2K

66,151 +3%

减持

IBDS ISHARES TR IBONDS 27 ETF

-$36.2K

56,112 -2%

减持

IBTO ISHARES TR IBONDS DEC 2033

-$22.9K

30,643 -3%

增持

IBDR ISHARES TR IBONDS DEC2026

+$20.3K

56,432 +2%

增持

IBTI ISHARES TR IBONDS 28 TRM TS

+$12.0K

91,608 +1%

增持

IBDT ISHARES TR IBDS DEC28 ETF

+$9.4K

68,109 +1%

减持

VOO VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW

-$2.9K

9,145 -2%

减持

IVV ISHARES TR CORE S&P500 ETF

+$2.5K

414 -1%