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RCS Financial Planning, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
RCS Financial Planning, LLC
报告期 2026-03-31 · CIK 0001963347
持仓数
98
前50大市值合计
$172.7M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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 109 项
建仓 21
增持 21
减持 54
清仓 13
方向
标的
Δ市值
现股数(环比)
减持
IVV
ISHARES TR
-$5.4M
4,475
-63%
减持
IUSB
ISHARES TR
-$4.5M
27,868
-78%
减持
DYNF
BLACKROCK ETF TRUST
-$4.2M
18,157
-79%
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。
减持
IVE
ISHARES TR
-$4.2M
4,854
-80%
减持
OEF
ISHARES TR
-$3.7M
1,858
-85%
减持
IVW
ISHARES TR
-$3.4M
9,099
-75%
减持
IEMG
ISHARES INC
-$3.2M
12,639
-79%
减持
EFV
ISHARES TR
-$2.8M
15,846
-72%
减持
QUAL
ISHARES TR
-$1.8M
7,550
-54%
减持
TLH
ISHARES TR
-$1.8M
3,220
-85%
减持
DFAC
DIMENSIONAL ETF TRUST
-$1.4M
682,997
-3%
减持
THRO
BLACKROCK ETF TRUST
-$1.4M
12,311
-75%
清仓
IAU
ISHARES GOLD TR
-$1.4M
0
-100%
减持
BAI
BLACKROCK ETF TRUST
-$1.4M
10,077
-80%
减持
MTUM
ISHARES TR
-$1.3M
1,161
-82%
清仓
MBB
ISHARES TR
-$1.3M
0
-100%
清仓
MRSH
MARSH & MCLENNAN COS INC
-$1.2M
0
-100%
建仓
FSEC
FIDELITY MERRIMACK STR TR
+$1.2M
27,082
清仓
BINC
BLACKROCK ETF TRUST II
-$958.4K
0
-100%
建仓
FDEV
FIDELITY COVINGTON TRUST
+$915.7K
25,664
清仓
ITA
ISHARES TR
-$913.1K
0
-100%
增持
MUB
ISHARES TR
+$816.0K
23,315
+51%
建仓
FDRR
FIDELITY COVINGTON TRUST
+$810.4K
13,782
建仓
FCOR
FIDELITY MERRIMACK STR TR
+$756.0K
15,981
增持
DFSV
DIMENSIONAL ETF TRUST
+$725.9K
296,092
+1%
建仓
FIVA
FIDELITY COVINGTON TRUST
+$715.3K
20,548
建仓
FDMO
FIDELITY COVINGTON TRUST
+$712.1K
8,890
减持
AAPL
APPLE INC
-$701.6K
13,129
-12%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$678.6K
7,836
-2%
清仓
QQQ
INVESCO QQQ TR
-$674.0K
0
-100%
减持
DUHP
DIMENSIONAL ETF TRUST
-$627.1K
258,740
-3%
建仓
SPMO
INVESCO EXCH TRADED FD TR II
+$583.3K
5,203
建仓
FDVV
FIDELITY COVINGTON TRUST
+$569.5K
10,310
减持
IAGG
ISHARES TR
-$564.3K
12,527
-47%
建仓
JBND
J P MORGAN EXCHANGE TRADED F
+$490.0K
9,113
建仓
LMUB
ISHARES TR
+$488.0K
9,773
增持
FBND
FIDELITY MERRIMACK STR TR
+$476.2K
368,095
+4%
清仓
DFNM
DIMENSIONAL ETF TRUST
-$459.7K
0
-100%
建仓
FQAL
FIDELITY COVINGTON TRUST
+$440.5K
6,067
增持
VTV
VANGUARD INDEX FDS
+$412.6K
12,703
+17%
清仓
MSFT
MICROSOFT CORP
-$381.2K
0
-100%
清仓
VGT
VANGUARD WORLD FD
-$374.0K
0
-100%
建仓
SPHB
INVESCO EXCH TRADED FD TR II
+$361.4K
3,117
增持
VUG
VANGUARD INDEX FDS
-$351.2K
7,870
+1%
增持
SCHG
SCHWAB STRATEGIC TR
+$345.8K
30,002
+85%
建仓
FLDB
FIDELITY MERRIMACK STR TR
+$340.7K
6,749
减持
IYW
ISHARES TR
-$334.7K
1,913
-44%
建仓
BLCR
BLACKROCK ETF TRUST
+$320.8K
7,812
建仓
RPV
INVESCO EXCHANGE TRADED FD T
+$305.3K
2,843
清仓
IVLU
ISHARES TR
-$299.0K
0
-100%
增持
SCHF
SCHWAB STRATEGIC TR
+$274.7K
37,981
+37%
增持
AVUS
AMERICAN CENTY ETF TR
+$259.5K
5,031
+88%
建仓
DMXF
ISHARES TR
+$256.2K
3,396
清仓
TLT
ISHARES TR
-$252.4K
0
-100%
减持
VTEB
VANGUARD MUN BD FDS
-$251.8K
94,040
-4%
建仓
IDEF
BLACKROCK ETF TRUST
+$239.7K
7,327
建仓
VCLT
VANGUARD SCOTTSDALE FDS
+$238.1K
3,186
清仓
NVDA
NVIDIA CORPORATION
-$237.5K
0
-100%
增持
DFCF
DIMENSIONAL ETF TRUST
+$237.3K
412,228
+2%
清仓
CEG
CONSTELLATION ENERGY CORP
-$216.6K
0
-100%
建仓
GOVT
ISHARES TR
+$214.9K
9,380
建仓
SPY
STATE STR SPDR S&P 500 ETF T
+$210.6K
323
增持
SCHJ
SCHWAB STRATEGIC TR
+$209.8K
19,241
+80%
建仓
—
EXXON MOBIL CORP
+$205.8K
1,213
减持
LCTU
BLACKROCK ETF TRUST
-$181.5K
16,333
-9%
减持
DFAU
DIMENSIONAL ETF TRUST
-$170.1K
50,683
-3%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$162.9K
32,733
-10%
增持
DFSD
DIMENSIONAL ETF TRUST
+$152.4K
162,515
+2%
减持
DFEM
DIMENSIONAL ETF TRUST
+$149.0K
161,993
-2%
增持
SPEM
SPDR INDEX SHS FDS
+$138.2K
8,497
+53%
减持
DIHP
DIMENSIONAL ETF TRUST
-$131.7K
11,399
-28%
减持
VV
VANGUARD INDEX FDS
-$121.8K
2,781
-8%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$116.2K
11,353
+28%
减持
ITOT
ISHARES TR
-$111.1K
2,064
-24%
减持
DSI
ISHARES TR
-$109.8K
5,598
-8%
增持
EAGG
ISHARES TR
+$109.2K
20,532
+13%
增持
XLK
SELECT SECTOR SPDR TR
+$105.9K
3,130
+45%
减持
ESGU
ISHARES TR
-$99.4K
10,641
-1%
减持
PG
PROCTER & GAMBLE CO
-$98.2K
1,851
-27%
减持
SCHZ
SCHWAB STRATEGIC TR
-$97.7K
34,461
-10%
减持
AVDV
AMERICAN CENTY ETF TR
-$92.8K
29,960
-9%
增持
VB
VANGUARD INDEX FDS
+$64.0K
2,137
+11%
减持
DFIC
DIMENSIONAL ETF TRUST
+$63.0K
303,850
-2%
增持
FLDR
FIDELITY MERRIMACK STR TR
+$60.8K
122,905
+1%
减持
DFLV
DIMENSIONAL ETF TRUST
-$60.5K
11,633
-16%
减持
CSX
CSX CORP
+$57.6K
13,050
-1%
减持
VTI
VANGUARD INDEX FDS
-$51.4K
2,959
-1%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$41.5K
16,999
-5%
减持
DFAR
DIMENSIONAL ETF TRUST
+$40.0K
68,418
-1%
减持
EVUS
ISHARES TR
-$39.7K
8,878
-12%
减持
VTES
VANGUARD WELLINGTON FD
-$36.8K
6,656
-5%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$27.2K
15,374
-3%
增持
SUSC
ISHARES TR
+$24.3K
54,099
+3%
减持
DISV
DIMENSIONAL ETF TRUST
-$23.0K
24,229
-6%
减持
USXF
ISHARES TR
-$21.8K
8,837
-0%
增持
SUB
ISHARES TR
+$17.9K
13,286
+1%
减持
DCOR
DIMENSIONAL ETF TRUST
-$16.7K
9,258
-0%
减持
DFAE
DIMENSIONAL ETF TRUST
+$16.0K
27,607
-2%
减持
DFEV
DIMENSIONAL ETF TRUST
+$11.2K
9,357
-2%
减持
DFAI
DIMENSIONAL ETF TRUST
-$11.2K
15,714
-4%
增持
IEFA
ISHARES TR
+$10.8K
9,558
+0%
增持
EFG
ISHARES TR
-$9.8K
7,010
+1%
减持
ESGD
ISHARES TR
-$9.3K
6,210
-2%
减持
BSV
VANGUARD BD INDEX FDS
-$7.3K
16,461
-0%
减持
BLV
VANGUARD BD INDEX FDS
-$6.5K
3,980
-1%
减持
DGCB
DIMENSIONAL ETF TRUST
-$5.8K
9,644
-1%
减持
VXUS
VANGUARD STAR FDS
+$5.4K
3,347
-0%
减持
BIV
VANGUARD BD INDEX FDS
-$3.4K
3,672
-0%
减持
DEHP
DIMENSIONAL ETF TRUST
+$830
11,197
-4%
