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RETIREMENT PLANNING GROUP, LLC / NY 13F 持仓明细(2026-03-31) · 小隐寺数据中心
RETIREMENT PLANNING GROUP, LLC / NY
报告期 2026-03-31 · CIK 0002057004
持仓数
94
前50大市值合计
$141.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 92 项
建仓 8
增持 54
减持 29
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
SCHD
SCHWAB STRATEGIC TR
+$1.4M
199,796
+16%
减持
XLE
SELECT SECTOR SPDR TR
+$1.2M
79,220
-3%
减持
QQQ
INVESCO QQQ TR
-$1.1M
18,422
-3%
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
RWL
INVESCO EXCH TRADED FD TR II
+$1.0M
79,036
+12%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$852.1K
86,607
+28%
增持
IVV
ISHARES TR
+$800.6K
3,139
+72%
增持
LVHI
LEGG MASON ETF INVT
+$781.3K
127,791
+7%
增持
RECS
COLUMBIA ETF TR I
+$672.8K
145,349
+19%
增持
GEV
GE VERNOVA INC
+$646.8K
2,925
+0%
增持
—
EXXON MOBIL CORP
+$607.4K
12,015
+1%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$568.8K
244,288
+6%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$494.9K
20,851
+18%
建仓
NUKZ
EXCHANGE TRADED CONCEPTS TRU
+$479.9K
7,296
减持
XLF
SELECT SECTOR SPDR TR
-$452.9K
76,680
-1%
建仓
SHYM
BLACKROCK ETF TRUST II
+$429.3K
19,495
减持
JCE
NUVEEN CORE EQUITY ALPHA FD
-$416.8K
255,078
-5%
增持
SMH
VANECK ETF TRUST
+$357.2K
1,639
+118%
增持
AAPL
APPLE INC
-$345.1K
20,565
+0%
减持
GE
GE AEROSPACE
-$329.6K
11,193
-2%
建仓
NFLX
NETFLIX INC.
+$325.7K
3,387
减持
RFDA
ALPS ETF TR
-$320.1K
60,477
-6%
增持
MSFT
MICROSOFT CORP
-$304.0K
2,914
+2%
减持
PAVE
GLOBAL X FDS
+$297.5K
118,537
-0%
减持
PDI
PIMCO DYNAMIC INCOME FD
-$285.9K
177,815
-5%
增持
VBR
VANGUARD INDEX FDS
+$280.0K
5,227
+29%
建仓
GLD
SPDR GOLD TR
+$265.1K
616
清仓
FYEE
FIDELITY GREENWOOD STREET TR
-$244.4K
0
-100%
建仓
GOOGL
ALPHABET INC
+$232.4K
808
增持
SPY
STATE STR SPDR S&P 500 ETF T
+$211.9K
1,126
+47%
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$206.3K
3,220
建仓
MU
MICRON TECHNOLOGY INC
+$205.2K
607
建仓
VEU
VANGUARD INTL EQUITY INDEX F
+$204.2K
2,718
增持
NVDA
NVIDIA CORPORATION
+$199.0K
18,576
+14%
减持
VONE
VANGUARD SCOTTSDALE FDS
-$179.3K
7,648
-3%
减持
OMFL
INVESCO EXCH TRD SLF IDX FD
-$163.4K
19,048
-11%
增持
VZ
VERIZON COMMUNICATIONS INC
+$154.0K
14,857
+2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$150.4K
2,133
+72%
减持
QYLD
GLOBAL X FDS
-$147.8K
271,541
-0%
减持
SPGP
INVESCO EXCHANGE TRADED FD T
-$143.7K
7,320
-11%
增持
CVX
CHEVRON CORPORATION
+$133.6K
2,336
+2%
增持
HEFA
ISHARES TR
+$133.3K
57,323
+3%
增持
LLY
ELI LILLY & CO
-$122.1K
799
+0%
增持
T
AT&T INC
+$112.6K
26,838
+0%
增持
LRCX
LAM RESEARCH CORP
+$112.2K
2,223
+5%
增持
WMT
WALMART INC
+$108.6K
6,106
+5%
减持
UNH
UNITEDHEALTH GROUP INC
-$105.7K
1,638
-1%
减持
QUAL
ISHARES TR
-$104.2K
8,311
-3%
增持
DE
DEERE & CO
+$95.5K
902
+2%
增持
XCEM
COLUMBIA ETF TR II
+$94.3K
13,941
+13%
减持
FTEC
FIDELITY COVINGTON TRUST
-$92.5K
3,060
-6%
增持
SCHV
SCHWAB STRATEGIC TR
+$86.0K
23,276
+10%
减持
VTI
VANGUARD INDEX FDS
-$81.9K
966
-17%
减持
JPM
JPMORGAN CHASE & CO
-$81.3K
2,211
-3%
增持
AMZN
AMAZON COM INC
+$71.6K
3,530
+23%
减持
HYFI
AB ACTIVE ETFS INC
-$62.1K
6,057
-20%
增持
V
VISA INC
-$60.1K
1,273
+0%
增持
BAC
BANK AMERICA CORP
-$59.4K
10,721
+1%
减持
FBND
FIDELITY MERRIMACK STR TR
-$57.1K
85,788
-0%
增持
SCHG
SCHWAB STRATEGIC TR
-$54.8K
32,536
+6%
减持
DJD
INVESCO EXCHANGE TRADED FD T
-$53.6K
29,653
-7%
增持
ELV
ELEVANCE HEALTH INC FORMERLY
-$49.5K
888
+1%
增持
HD
HOME DEPOT INC
-$48.3K
3,314
+0%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$48.1K
2,879
-7%
增持
MO
ALTRIA GROUP INC
+$46.2K
3,850
+7%
增持
XLG
INVESCO EXCHANGE TRADED FD T
-$45.4K
9,799
+0%
增持
ABBV
ABBVIE INC
-$44.7K
4,078
+0%
增持
TSLA
TESLA INC
-$43.7K
713
+4%
减持
HIMU
BLACKROCK ETF TRUST II
-$43.5K
4,802
-15%
减持
ARKK
ARK ETF TR
-$40.9K
3,847
-2%
增持
HYDB
ISHARES TR
-$40.3K
56,020
+0%
减持
MRK
MERCK & CO INC
+$40.0K
3,933
-4%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$39.2K
2,122
+8%
减持
MRVL
MARVELL TECHNOLOGY INC
+$38.5K
3,624
-4%
增持
JNJ
JOHNSON & JOHNSON
+$37.7K
992
+0%
增持
MCD
MCDONALDS CORP
+$35.0K
817
+14%
增持
VOO
VANGUARD INDEX FDS
-$34.7K
1,552
+1%
减持
IYK
ISHARES TR
-$32.8K
5,666
-12%
增持
TRST
TRUSTCO BK CORP N Y
+$32.8K
5,501
+9%
增持
DIV
GLOBAL X FDS
+$32.6K
18,450
+2%
增持
WELL
WELLTOWER INC
+$30.2K
2,477
+0%
减持
PICK
ISHARES INC
-$29.4K
13,385
-13%
减持
RWJ
INVESCO EXCH TRADED FD TR II
+$15.1K
11,825
-1%
增持
COWZ
PACER FDS TR
+$13.4K
4,656
+2%
增持
VYM
VANGUARD WHITEHALL FDS
+$11.0K
2,215
+0%
增持
EFT
EATON VANCE FLOATING RATE IN
-$10.6K
26,720
+2%
增持
DIA
STATE STR SPDR DOW JONES IND
-$9.7K
614
+0%
增持
PG
PROCTER & GAMBLE CO
+$9.3K
1,504
+4%
增持
PM
PHILIP MORRIS INTL INC
+$9.2K
1,656
+0%
增持
META
META PLATFORMS INC
+$6.5K
514
+18%
增持
PLUG
PLUG PWR INC
+$5.4K
16,827
+1%
增持
VXF
VANGUARD INDEX FDS
-$2.7K
998
+0%
减持
SOXQ
INVESCO EXCH TRADED FD TR II
-$1.8K
4,062
-7%
