Retirement Planning Group, LLC
LEAWOOD KS · SEC CIK 0001508195
$39.36亿2026Q2 申报市值
543持仓数
56.8%前十大占比 · 第一大 8.9%
70 / 14新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SPY 加仓+$3,324.47万
VUG 加仓+$3,295.60万
MGV 新建仓+$2,451.19万
QQQM 新建仓+$2,238.38万
FSMD 加仓+$2,116.89万
2026Q2 卖出最多 按季末市值估算
VGSH 减仓-$1,181.11万
VGT 减仓-$604.50万
FTRB 减仓-$577.54万
SGOV 减仓-$527.01万
VCR 减仓-$449.83万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| GILD | GILEAD SCIENCES INC | $27.08万 | 0.01% | 2,143 | -3,164 | -59.6% | -$39.98万 | 减仓 |
| RONB | BARON ETF TR | $27.34万 | 0.01% | 11,203 | 11,203 | — | $27.34万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $27.44万 | 0.01% | 575 | -164 | -22.2% | -$7.83万 | 减仓 |
| PJUL | INNOVATOR ETFS TRUST | $27.68万 | 0.01% | 5,672 | -1,262 | -18.2% | -$6.16万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $27.69万 | 0.01% | 480 | 11 | 2.3% | $6,345 | 加仓 |
| DBP | INVESCO DB MULTI-SECTOR COMM | $27.74万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $27.78万 | 0.01% | 284 | -10 | -3.4% | -$9,781 | 减仓 |
| FXR | FIRST TR EXCHANGE-TRADED FD | $27.78万 | 0.01% | 3,049 | -9,509 | -75.7% | -$86.65万 | 减仓 |
| SNDK | SANDISK CORP | $27.97万 | 0.01% | 123 | 123 | — | $27.97万 | 新建仓 |
| AN | AUTONATION INC | $28.24万 | 0.01% | 1,520 | -113 | -6.9% | -$2.10万 | 减仓 |
| DRSK | ETF SER SOLUTIONS | $28.62万 | 0.01% | 9,956 | -686 | -6.4% | -$1.97万 | 减仓 |
| XOVR | ENTREPRENEURSHARES SERIES TR | $28.67万 | 0.01% | 13,620 | 13,620 | — | $28.67万 | 新建仓 |
| JPEF | J P MORGAN EXCHANGE TRADED F | $28.68万 | 0.01% | 3,570 | 3,570 | — | $28.68万 | 新建仓 |
| EME | EMCOR GROUP INC | $28.71万 | 0.01% | 346 | 346 | — | $28.71万 | 新建仓 |
| AEE | AMEREN CORP | $28.86万 | 0.01% | 2,553 | 537 | 26.6% | $6.07万 | 加仓 |
| FPAG | INVESTMENT MANAGERS SER TR I | $29.12万 | 0.01% | 7,254 | -383 | -5.0% | -$1.54万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $29.41万 | 0.01% | 2,363 | -31 | -1.3% | -$3,858 | 减仓 |
| OUNZ | VANECK MERK GOLD ETF | $29.59万 | 0.01% | 7,667 | -136 | -1.7% | -$5,248 | 减仓 |
| PLD | PROLOGIS INC. | $29.94万 | 0.01% | 2,210 | 301 | 15.8% | $4.08万 | 加仓 |
| SPYI | NEOS ETF TRUST | $29.99万 | 0.01% | 5,650 | 5,650 | — | $29.99万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $30.06万 | 0.01% | 600 | -53 | -8.1% | -$2.65万 | 减仓 |
| UJUN | INNOVATOR ETFS TRUST | $30.07万 | 0.01% | 7,803 | 7,803 | — | $30.07万 | 新建仓 |
| — | WISDOMTREE TR | $30.14万 | 0.01% | 8,878 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $30.33万 | 0.01% | 1,192 | 1,192 | — | $30.33万 | 新建仓 |
| PMBS | PIMCO ETF TR | $30.44万 | 0.01% | 6,164 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $30.53万 | 0.01% | 1,194 | -290 | -19.5% | -$7.41万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $30.82万 | 0.01% | 1,394 | 1,394 | — | $30.82万 | 新建仓 |
| AOR | ISHARES TR | $30.93万 | 0.01% | 4,450 | 1 | 0.0% | $69 | 加仓 |
| PJUN | INNOVATOR ETFS TRUST | $30.95万 | 0.01% | 7,160 | -818 | -10.3% | -$3.54万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $30.96万 | 0.01% | 485 | 485 | — | $30.96万 | 新建仓 |
| SAMT | ADVISORS INNER CIRCLE FD III | $30.98万 | 0.01% | 6,489 | 290 | 4.7% | $1.38万 | 加仓 |
| C | CITIGROUP INC | $31.01万 | 0.01% | 2,216 | 301 | 15.7% | $4.21万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $31.06万 | 0.01% | 1,043 | 1,043 | — | $31.06万 | 新建仓 |
| GDX | VANECK ETF TRUST | $31.19万 | 0.01% | 4,134 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL INC | $31.21万 | 0.01% | 1,394 | -1,372 | -49.6% | -$30.72万 | 减仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $31.48万 | 0.01% | 931 | -1 | -0.1% | -$338 | 减仓 |
| AON | AON PLC | $31.52万 | 0.01% | 950 | 56 | 6.3% | $1.86万 | 加仓 |
| MGK | VANGUARD WORLD FD | $31.56万 | 0.01% | 3,590 | -260 | -6.8% | -$2.29万 | 减仓 |
| FXN | FIRST TR EXCHANGE-TRADED FD | $31.73万 | 0.01% | 15,685 | -2,537 | -13.9% | -$5.13万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $31.74万 | 0.01% | 9,533 | -3,250 | -25.4% | -$10.82万 | 减仓 |
| EZU | ISHARES INC | $31.74万 | 0.01% | 4,567 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP | $31.80万 | 0.01% | 1,002 | 222 | 28.5% | $7.05万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $31.93万 | 0.01% | 1,099 | 243 | 28.4% | $7.06万 | 加仓 |
| WFC | WELLS FARGO & CO | $32.00万 | 0.01% | 3,872 | 345 | 9.8% | $2.85万 | 加仓 |
| AM | ANTERO MIDSTREAM CORP | $32.08万 | 0.01% | 14,100 | -1,000 | -6.6% | -$2.27万 | 减仓 |
| CB | CHUBB LIMITED | $32.15万 | 0.01% | 943 | 240 | 34.1% | $8.18万 | 加仓 |
| IWP | ISHARES TR | $32.70万 | 0.01% | 2,234 | 0 | 0.0% | — | 不变 |
| JSI | JANUS DETROIT STR TR | $32.90万 | 0.01% | 6,425 | -6,141 | -48.9% | -$31.45万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $33.08万 | 0.01% | 1,725 | 42 | 2.5% | $8,054 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $33.10万 | 0.01% | 5,263 | -764 | -12.7% | -$4.81万 | 减仓 |
| PNOV | INNOVATOR ETFS TRUST | $33.45万 | 0.01% | 7,543 | -2,648 | -26.0% | -$11.74万 | 减仓 |
| KR | KROGER CO | $33.51万 | 0.01% | 6,034 | 551 | 10.0% | $3.06万 | 加仓 |
| — | MORGAN STANLEY ETF TRUST | $33.77万 | 0.01% | 4,436 | 4,436 | — | $33.77万 | 新建仓 |
| IYK | ISHARES TR | $33.82万 | 0.01% | 4,654 | 19 | 0.4% | $1,381 | 加仓 |
| CMI | CUMMINS INC | $33.83万 | 0.01% | 474 | -35 | -6.9% | -$2.50万 | 减仓 |
| USB | US BANCORP | $34.00万 | 0.01% | 5,629 | 1,146 | 25.6% | $6.92万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $34.03万 | 0.01% | 7,064 | -2,474 | -25.9% | -$11.92万 | 减仓 |
| EWL | ISHARES INC | $34.17万 | 0.01% | 5,436 | 364 | 7.2% | $2.29万 | 加仓 |
| EWC | ISHARES INC | $34.41万 | 0.01% | 5,969 | 855 | 16.7% | $4.93万 | 加仓 |
| CNI | CANADIAN NATL RY CO | $34.50万 | 0.01% | 2,893 | 13 | 0.5% | $1,550 | 加仓 |
| PFE | PFIZER INC | $35.03万 | 0.01% | 14,546 | 640 | 4.6% | $1.54万 | 加仓 |
| UMAR | INNOVATOR ETFS TRUST | $35.08万 | 0.01% | 8,303 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $35.50万 | 0.01% | 9,658 | -623 | -6.1% | -$2.29万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $35.86万 | 0.01% | 7,909 | -70 | -0.9% | -$3,174 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $36.02万 | 0.01% | 690 | 197 | 40.0% | $10.28万 | 加仓 |
| GVIP | GOLDMAN SACHS ETF TR | $36.14万 | 0.01% | 1,915 | 129 | 7.2% | $2.43万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $36.18万 | 0.01% | 4,458 | 376 | 9.2% | $3.05万 | 加仓 |
| YUM | YUM BRANDS INC | $36.37万 | 0.01% | 2,275 | 155 | 7.3% | $2.48万 | 加仓 |
| MATX | MATSON INC | $36.39万 | 0.01% | 1,893 | 11 | 0.6% | $2,115 | 加仓 |
| ETN | EATON CORP PLC | $36.41万 | 0.01% | 854 | 66 | 8.4% | $2.81万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $36.42万 | 0.01% | 3,694 | 340 | 10.1% | $3.35万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $36.54万 | 0.01% | 2,763 | 1 | 0.0% | $132 | 加仓 |
| SMH | VANECK ETF TRUST | $36.58万 | 0.01% | 558 | 11 | 2.0% | $7,211 | 加仓 |
| MDT | MEDTRONIC PLC | $36.65万 | 0.01% | 4,685 | 800 | 20.6% | $6.26万 | 加仓 |
| IEUR | ISHARES TR | $36.94万 | 0.01% | 4,914 | 1,342 | 37.6% | $10.09万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $37.81万 | 0.01% | 1,558 | 120 | 8.3% | $2.91万 | 加仓 |
| AIA | ISHARES TR | $37.88万 | 0.01% | 2,674 | -29 | -1.1% | -$4,108 | 减仓 |
| ACIO | ETF SER SOLUTIONS | $38.27万 | 0.01% | 8,294 | -581 | -6.5% | -$2.68万 | 减仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $39.00万 | 0.01% | 3,561 | 1,048 | 41.7% | $11.48万 | 加仓 |
| — | FRANKLIN TEMPLETON ETF TR | $39.40万 | 0.01% | 10,570 | 2,162 | 25.7% | $8.06万 | 加仓 |
| ORCL | ORACLE CORP | $39.57万 | 0.01% | 2,700 | -302 | -10.1% | -$4.43万 | 减仓 |
| BLK | BLACKROCK INC | $39.93万 | 0.01% | 415 | 64 | 18.2% | $6.16万 | 加仓 |
| FEZ | SPDR INDEX SHS FDS | $40.01万 | 0.01% | 5,825 | -20,235 | -77.6% | -$138.97万 | 减仓 |
| MISL | FIRST TR EXCHANGE-TRADED FD | $40.09万 | 0.01% | 8,760 | -1,025 | -10.5% | -$4.69万 | 减仓 |
| NEM | NEWMONT CORP | $40.10万 | 0.01% | 4,293 | 120 | 2.9% | $1.12万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $40.13万 | 0.01% | 2,775 | -175 | -5.9% | -$2.53万 | 减仓 |
| PULS | PGIM ETF TR | $40.37万 | 0.01% | 8,147 | -1,188 | -12.7% | -$5.89万 | 减仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $40.46万 | 0.01% | 4,022 | -2,856 | -41.5% | -$28.73万 | 减仓 |
| GE | GE AEROSPACE | $40.90万 | 0.01% | 1,094 | 195 | 21.7% | $7.29万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $41.33万 | 0.01% | 8,186 | -470 | -5.4% | -$2.37万 | 减仓 |
| R | RYDER SYS INC | $41.33万 | 0.01% | 1,567 | 5 | 0.3% | $1,319 | 加仓 |
| TLTD | FLEXSHARES TR | $41.64万 | 0.01% | 4,246 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $41.71万 | 0.01% | 552 | -13 | -2.3% | -$9,823 | 减仓 |
| POCT | INNOVATOR ETFS TRUST | $41.82万 | 0.01% | 9,010 | 0 | 0.0% | — | 不变 |
| EWU | ISHARES TR | $42.04万 | 0.01% | 9,111 | 22 | 0.2% | $1,015 | 加仓 |
| PMAY | INNOVATOR ETFS TRUST | $42.17万 | 0.01% | 10,211 | -1,206 | -10.6% | -$4.98万 | 减仓 |
| GEV | GE VERNOVA INC | $42.81万 | 0.01% | 364 | 23 | 6.7% | $2.71万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $42.84万 | 0.01% | 10,385 | 118 | 1.1% | $4,868 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $43.31万 | 0.01% | 13,547 | 178 | 1.3% | $5,691 | 加仓 |
| UNP | UNION PAC CORP | $43.40万 | 0.01% | 1,596 | -33 | -2.0% | -$8,973 | 减仓 |