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 |
|---|---|---|---|---|---|---|---|---|
| NSC | NORFOLK SOUTHN CORP | $44.05万 | 0.01% | 1,400 | 7 | 0.5% | $2,202 | 加仓 |
| — | INNOVATOR ETFS TRUST | $44.30万 | 0.01% | 12,617 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $44.33万 | 0.01% | 4,138 | -8,648 | -67.6% | -$92.65万 | 减仓 |
| MDYV | SPDR SERIES TRUST | $44.44万 | 0.01% | 4,685 | 1,481 | 46.2% | $14.05万 | 加仓 |
| SRE | SEMPRA | $44.49万 | 0.01% | 4,799 | 353 | 7.9% | $3.27万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $44.92万 | 0.01% | 1,041 | 1,041 | — | $44.92万 | 新建仓 |
| GWW | WW GRAINGER INC | $45.03万 | 0.01% | 331 | 92 | 38.5% | $12.52万 | 加仓 |
| SHOP | SHOPIFY INC | $45.10万 | 0.01% | 3,950 | -106 | -2.6% | -$1.21万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $45.18万 | 0.01% | 7,841 | 1,344 | 20.7% | $7.74万 | 加仓 |
| EWJ | ISHARES INC | $45.31万 | 0.01% | 4,858 | -339 | -6.5% | -$3.16万 | 减仓 |
| IYC | ISHARES TR | $45.38万 | 0.01% | 4,489 | 1,783 | 65.9% | $18.03万 | 加仓 |
| AMSC | AMERICAN SUPERCONDUCTOR CORP | $45.66万 | 0.01% | 11,000 | 11,000 | — | $45.66万 | 新建仓 |
| IEF | ISHARES TR | $46.03万 | 0.01% | 4,867 | 1,190 | 32.4% | $11.25万 | 加仓 |
| SLB | SLB LIMITED | $46.19万 | 0.01% | 9,935 | 586 | 6.3% | $2.72万 | 加仓 |
| LRGF | ISHARES TR | $47.11万 | 0.01% | 6,229 | -186 | -2.9% | -$1.41万 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $47.30万 | 0.01% | 8,523 | 78 | 0.9% | $4,329 | 加仓 |
| FE | FIRSTENERGY CORP | $47.57万 | 0.01% | 10,005 | -516 | -4.9% | -$2.45万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $47.63万 | 0.01% | 9,567 | -523 | -5.2% | -$2.60万 | 减仓 |
| BSEP | INNOVATOR ETFS TRUST | $47.73万 | 0.01% | 9,052 | -312 | -3.3% | -$1.65万 | 减仓 |
| SHY | ISHARES TR | $47.88万 | 0.01% | 5,831 | -2,593 | -30.8% | -$21.29万 | 减仓 |
| FIDU | FIDELITY COVINGTON TRUST | $47.91万 | 0.01% | 4,810 | -45 | -0.9% | -$4,482 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $48.17万 | 0.01% | 4,354 | 4,354 | — | $48.17万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $48.17万 | 0.01% | 970 | -33 | -3.3% | -$1.64万 | 减仓 |
| IYF | ISHARES TR | $48.28万 | 0.01% | 3,786 | -1,664 | -30.5% | -$21.22万 | 减仓 |
| EMR | EMERSON ELEC CO | $48.44万 | 0.01% | 3,384 | 27 | 0.8% | $3,865 | 加仓 |
| IVE | ISHARES TR | $48.48万 | 0.01% | 2,135 | -202 | -8.6% | -$4.59万 | 减仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $48.50万 | 0.01% | 9,211 | -6,855 | -42.7% | -$36.09万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $49.22万 | 0.01% | 5,421 | -24 | -0.4% | -$2,179 | 减仓 |
| — | INVESCO VALUE MUN INCOME TR | $49.47万 | 0.01% | 38,862 | -6,690 | -14.7% | -$8.52万 | 减仓 |
| AFL | AFLAC INC | $49.67万 | 0.01% | 4,237 | 4,237 | — | $49.67万 | 新建仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $49.76万 | 0.01% | 11,438 | 1 | 0.0% | $44 | 加仓 |
| TXN | TEXAS INSTRS INC | $49.83万 | 0.01% | 1,672 | 1,672 | — | $49.83万 | 新建仓 |
| BNOV | INNOVATOR ETFS TRUST | $49.97万 | 0.01% | 10,451 | 34 | 0.3% | $1,626 | 加仓 |
| VOE | VANGUARD INDEX FDS | $50.64万 | 0.01% | 2,563 | 594 | 30.2% | $11.74万 | 加仓 |
| MDYG | SPDR SERIES TRUST | $50.97万 | 0.01% | 4,547 | 1,268 | 38.7% | $14.21万 | 加仓 |
| PTMC | PACER FDS TR | $51.13万 | 0.01% | 12,224 | 0 | 0.0% | — | 不变 |
| CARE | CARTER BANKSHARES INC | $51.16万 | 0.01% | 15,044 | 0 | 0.0% | — | 不变 |
| LPLA | LPL FINL HLDGS INC | $51.40万 | 0.01% | 1,825 | -63 | -3.3% | -$1.77万 | 减仓 |
| PSX | PHILLIPS 66 | $51.44万 | 0.01% | 3,043 | -389 | -11.3% | -$6.58万 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $51.50万 | 0.01% | 3,027 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $51.64万 | 0.01% | 3,296 | -339 | -9.3% | -$5.31万 | 减仓 |
| MELI | MERCADOLIBRE INC | $52.96万 | 0.01% | 312 | 11 | 3.7% | $1.87万 | 加仓 |
| DIS | DISNEY WALT CO | $53.65万 | 0.01% | 5,574 | -220 | -3.8% | -$2.12万 | 减仓 |
| HDV | ISHARES TR | $53.70万 | 0.01% | 19,592 | -5,303 | -21.3% | -$14.54万 | 减仓 |
| FXD | FIRST TR EXCHANGE-TRADED FD | $53.97万 | 0.01% | 7,803 | -1,874 | -19.4% | -$12.96万 | 减仓 |
| VCR | VANGUARD WORLD FD | $54.18万 | 0.01% | 1,366 | -11,342 | -89.3% | -$449.83万 | 减仓 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $54.35万 | 0.01% | 9,661 | -990 | -9.3% | -$5.57万 | 减仓 |
| IEMG | ISHARES INC | $54.46万 | 0.01% | 6,574 | -93 | -1.4% | -$7,704 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $55.19万 | 0.01% | 15,221 | 1,274 | 9.1% | $4.62万 | 加仓 |
| BA | BOEING CO | $55.73万 | 0.01% | 2,574 | 434 | 20.3% | $9.40万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $56.01万 | 0.01% | 12,984 | -2,550 | -16.4% | -$11.00万 | 减仓 |
| SCZ | ISHARES TR | $56.16万 | 0.01% | 6,826 | -12 | -0.2% | -$987 | 减仓 |
| IYH | ISHARES TR | $56.50万 | 0.01% | 8,432 | 943 | 12.6% | $6.32万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $56.81万 | 0.01% | 11,274 | 23 | 0.2% | $1,159 | 加仓 |
| FNDB | SCHWAB STRATEGIC TR | $57.23万 | 0.01% | 18,787 | 0 | 0.0% | — | 不变 |
| IYE | ISHARES TR | $57.23万 | 0.01% | 10,113 | 66 | 0.7% | $3,735 | 加仓 |
| ENB | ENBRIDGE INC | $57.46万 | 0.01% | 10,600 | 5,243 | 97.9% | $28.42万 | 加仓 |
| PBUS | INVESCO EXCH TRADED FD TR II | $58.41万 | 0.01% | 7,805 | 2,705 | 53.0% | $20.24万 | 加仓 |
| EEM | ISHARES TR | $59.05万 | 0.02% | 8,631 | -642 | -6.9% | -$4.39万 | 减仓 |
| HIMU | BLACKROCK ETF TRUST II | $59.32万 | 0.02% | 11,912 | -613 | -4.9% | -$3.05万 | 减仓 |
| AGGH | SIMPLIFY EXCHANGE TRADED FUN | $59.46万 | 0.02% | 29,477 | 17,843 | 153.4% | $35.99万 | 加仓 |
| BMAY | INNOVATOR ETFS TRUST | $59.52万 | 0.02% | 12,571 | 156 | 1.3% | $7,387 | 加仓 |
| ZAP | GLOBAL X FDS | $59.77万 | 0.02% | 17,270 | 4,255 | 32.7% | $14.73万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $60.29万 | 0.02% | 3,529 | 3,529 | — | $60.29万 | 新建仓 |
| NLR | VANECK ETF TRUST | $60.30万 | 0.02% | 5,199 | 1,014 | 24.2% | $11.76万 | 加仓 |
| PPL | PPL CORP | $60.35万 | 0.02% | 16,603 | -2,716 | -14.1% | -$9.87万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $60.41万 | 0.02% | 11,943 | -5,770 | -32.6% | -$29.18万 | 减仓 |
| SYY | SYSCO CORP | $60.60万 | 0.02% | 7,251 | -101 | -1.4% | -$8,442 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $60.89万 | 0.02% | 1,800 | -461 | -20.4% | -$15.60万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $61.05万 | 0.02% | 7,531 | -482 | -6.0% | -$3.91万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $61.84万 | 0.02% | 2,855 | 31 | 1.1% | $6,715 | 加仓 |
| BOTZ | GLOBAL X FDS | $61.94万 | 0.02% | 16,326 | -351 | -2.1% | -$1.33万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $62.30万 | 0.02% | 616 | -159 | -20.5% | -$16.08万 | 减仓 |
| T | AT&T INC | $64.24万 | 0.02% | 31,036 | 4,339 | 16.3% | $8.98万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $64.29万 | 0.02% | 1,252 | 111 | 9.7% | $5.70万 | 加仓 |
| PTNQ | PACER FDS TR | $64.55万 | 0.02% | 7,282 | -557 | -7.1% | -$4.94万 | 减仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $64.70万 | 0.02% | 1,910 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $65.61万 | 0.02% | 13,168 | 2,515 | 23.6% | $12.53万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $65.77万 | 0.02% | 7,493 | 573 | 8.3% | $5.03万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $65.84万 | 0.02% | 1,293 | -100 | -7.2% | -$5.09万 | 减仓 |
| AMLP | ALPS ETF TR | $65.90万 | 0.02% | 12,709 | 297 | 2.4% | $1.54万 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC | $66.40万 | 0.02% | 6,449 | -1,130 | -14.9% | -$11.64万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $67.83万 | 0.02% | 4,199 | 337 | 8.7% | $5.44万 | 加仓 |
| SYK | STRYKER CORPORATION | $68.95万 | 0.02% | 2,190 | 839 | 62.1% | $26.42万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $69.36万 | 0.02% | 1,401 | 1,401 | — | $69.36万 | 新建仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $69.91万 | 0.02% | 7,896 | -447 | -5.4% | -$3.96万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $70.24万 | 0.02% | 19,441 | 1,656 | 9.3% | $5.98万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $70.98万 | 0.02% | 7,900 | -2,162 | -21.5% | -$19.43万 | 减仓 |
| PAUG | INNOVATOR ETFS TRUST | $71.49万 | 0.02% | 15,663 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES TR | $71.90万 | 0.02% | 7,936 | 1,993 | 33.5% | $18.06万 | 加仓 |
| IBRX | IMMUNITYBIO INC | $72.44万 | 0.02% | 82,742 | 2,320 | 2.9% | $2.03万 | 加仓 |
| AAXJ | ISHARES TR | $73.26万 | 0.02% | 6,139 | -756 | -11.0% | -$9.02万 | 减仓 |
| INTC | INTEL CORP | $74.28万 | 0.02% | 5,320 | -1,201 | -18.4% | -$16.77万 | 重新持有 |
| ESGU | ISHARES TR | $74.35万 | 0.02% | 4,543 | 4,543 | — | $74.35万 | 新建仓 |
| IWD | ISHARES TR | $75.82万 | 0.02% | 3,128 | -111 | -3.4% | -$2.69万 | 减仓 |
| QCOM | QUALCOMM INC | $77.93万 | 0.02% | 4,217 | 1,288 | 44.0% | $23.80万 | 加仓 |
| NFLX | NETFLIX INC. | $81.79万 | 0.02% | 11,456 | 318 | 2.9% | $2.27万 | 加仓 |
| MS | MORGAN STANLEY | $82.94万 | 0.02% | 3,968 | 104 | 2.7% | $2.17万 | 加仓 |
| FHB | FIRST HAWAIIAN INC | $84.45万 | 0.02% | 28,822 | -293 | -1.0% | -$8,585 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $84.51万 | 0.02% | 2,386 | 992 | 71.2% | $35.14万 | 加仓 |