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

26Q1 调仓2025-12-31 → 2026-03-31 · 共 38 项建仓 4增持 19减持 10清仓 5

方向

标的

Δ市值

现股数(环比)

增持

IAUM ISHARES GOLD TR SHARES REPRESENT

+$15.5M

336,983 +5313%

清仓

MSFT MICROSOFT CORPORATION

-$3.4M

0 -100%

减持

ITOT ISHARES TR CORE S&P TTL STK

-$2.6M

255,733

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

DIVO AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF

+$2.2M

1,058,336 +4%

减持

CGGO CAPITAL GROUP GLOBAL GROWTH SHS CREATION UNIT

-$1.2M

643,596 -1%

增持

BIV VANGUARD INTERMEDIATE-TERM BOND ETF

+$1.0M

611,089 +3%

增持

BTC GRAYSCALE BITCOIN MINI TR ETF SHS NEW

-$983.7K

180,843 +9%

增持

ETH GRAYSCALE ETHEREUM STAKING MINI ETF

-$910.1K

121,870 +3%

增持

BALT INNOVATOR DEFINED WEALTH SHLD ETF

+$898.8K

1,005,348 +3%

增持

IWL ISHARES TR RUS TOP 200 ETF

-$774.7K

206,913 +4%

增持

RISR FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE

+$579.4K

456,074 +3%

增持

GRNJ FUNDSTRAT GRANNY SHOTS US

+$568.6K

592,673 +6%

建仓

IDVO AMPLIFY CWP INTERNATIONAL ENHANCED DIVIDEND INCOME ETF

+$374.0K

9,241

清仓

QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF

-$317.4K

0 -100%

减持

VOO VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW

-$305.8K

9,086 -1%

清仓

IBIT ISHARES BITCOIN TRUST ETF SHS BEN INT

-$300.0K

0 -100%

建仓

FEOE FIRST EAGLE OVERSEAS EQUITY ETF

+$263.3K

5,218

建仓

GLD SPDR GOLD SHARES

+$258.2K

600

建仓

ETHA ISHARES ETHEREUM TR SHS

+$240.3K

15,179

增持

GRNI FUNDSTRAT GRANNY SHOTS US

+$233.7K

28,059 +89%

清仓

IWM ISHARES TR RUSSELL 2000 ETF

-$228.7K

0 -100%

清仓

IBHI ISHARES TR IBONDS 29 TR HI

-$199.2K

0 -100%

增持

GRNY FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF

+$166.9K

1,023,165 +4%

减持

NVDA NVIDIA CORPORATION

-$156.8K

2,246 -24%

减持

JEPI JPMORGAN EQUITY PREMIUM INCOME ETF

-$135.9K

4,633 -33%

减持

SCHB SCHWAB U.S. BROAD MARKET ETF

-$110.7K

24,003 -12%

增持

IBTJ ISHARES IBONDS DEC 2029 TERM TREASURY ETF

+$93.6K

60,419 +8%

增持

IBDU ISHARES TR IBONDS DEC 29

+$91.4K

53,646 +9%

增持

IBTK ISHARES IBONDS DEC 2030 TERM TREASURY ETF

+$89.6K

41,998 +13%

增持

IBDV ISHARES IBONDS DEC 2030 TERM CORPORATE ETF

+$88.4K

37,677 +13%

减持

IBDR ISHARES TR IBONDS DEC2026

-$41.6K

54,694 -3%

减持

IBTG ISHARES IBONDS DEC 2026 TERM TREASURY ETF

-$35.4K

64,490 -3%

减持

IVV ISHARES TR CORE S&P500 ETF

-$18.4K

406 -2%

增持

IBDS ISHARES TR IBONDS 27 ETF

+$8.7K

56,564 +1%

增持

IBTH ISHARES IBONDS DEC 2027 TERM TREASURY ETF

+$8.3K

66,696 +1%

增持

IBTI ISHARES IBONDS DEC 2028 TERM TREASURY ETF

+$7.4K

92,278 +1%

增持

IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF

+$6.4K

68,697 +1%

减持

IJH ISHARES TR CORE S&P MCP ETF

-$2.3K

3,418 -3%