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 |
|---|---|---|---|---|---|---|---|---|
| CR | CRANE COMPANY | $86.46万 | 0.02% | 3,876 | -1 | -0.0% | -$223 | 减仓 |
| — | INNOVATOR ETFS TRUST | $86.99万 | 0.02% | 20,669 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $87.11万 | 0.02% | 1,205 | 118 | 10.9% | $8.53万 | 加仓 |
| APH | AMPHENOL CORP | $88.08万 | 0.02% | 4,995 | 323 | 6.9% | $5.70万 | 加仓 |
| MRK | MERCK & CO INC | $88.81万 | 0.02% | 6,911 | -328 | -4.5% | -$4.21万 | 减仓 |
| GLW | CORNING INC | $88.94万 | 0.02% | 3,482 | 13 | 0.4% | $3,321 | 加仓 |
| — | VIRTUS ETF TR II | $89.77万 | 0.02% | 37,142 | 37,142 | — | $89.77万 | 新建仓 |
| RUSHA | RUSH ENTERPRISES INC | $89.90万 | 0.02% | 12,317 | 228 | 1.9% | $1.66万 | 加仓 |
| PMAR | INNOVATOR ETFS TRUST | $90.18万 | 0.02% | 18,877 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $90.54万 | 0.02% | 5,793 | -360 | -5.9% | -$5.63万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $90.84万 | 0.02% | 5,788 | 375 | 6.9% | $5.89万 | 加仓 |
| IMCV | ISHARES TR | $91.83万 | 0.02% | 10,049 | -5,741 | -36.4% | -$52.46万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $91.87万 | 0.02% | 10,970 | -336 | -3.0% | -$2.81万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $93.96万 | 0.02% | 17,526 | -3,703 | -17.4% | -$19.85万 | 减仓 |
| FTNT | FORTINET INC | $93.98万 | 0.02% | 6,118 | 64 | 1.1% | $9,832 | 加仓 |
| VCRM | VANGUARD MUN BD FDS | $94.39万 | 0.02% | 12,355 | 8,094 | 190.0% | $61.84万 | 加仓 |
| BAC | BANK OF AMER CORP | $94.55万 | 0.02% | 16,593 | 1,205 | 7.8% | $6.87万 | 加仓 |
| VIS | VANGUARD WORLD FD | $94.82万 | 0.02% | 2,631 | 219 | 9.1% | $7.89万 | 加仓 |
| OKE | ONEOK INC NEW | $95.40万 | 0.02% | 10,974 | -370 | -3.3% | -$3.22万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $95.83万 | 0.02% | 5,641 | 232 | 4.3% | $3.94万 | 加仓 |
| BNS | BANK NOVA SCOTIA B C | $95.96万 | 0.02% | 11,050 | 57 | 0.5% | $4,950 | 加仓 |
| FHLC | FIDELITY COVINGTON TRUST | $96.14万 | 0.02% | 12,445 | -295 | -2.3% | -$2.28万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $98.01万 | 0.02% | 1,284 | -34 | -2.6% | -$2.60万 | 减仓 |
| XSOE | WISDOMTREE TR | $98.18万 | 0.02% | 19,964 | 1,524 | 8.3% | $7.50万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $100.95万 | 0.03% | 20,098 | -11,127 | -35.6% | -$55.89万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $101.97万 | 0.03% | 6,427 | -1,550 | -19.4% | -$24.59万 | 减仓 |
| VTEI | VANGUARD MUN BD FDS | $102.18万 | 0.03% | 10,120 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $102.76万 | 0.03% | 6,752 | -461 | -6.4% | -$7.02万 | 减仓 |
| JVAL | J P MORGAN EXCHANGE TRADED F | $104.58万 | 0.03% | 17,835 | 2,395 | 15.5% | $14.04万 | 加仓 |
| FTSD | FRANKLIN ETF TR | $105.21万 | 0.03% | 11,624 | 11,624 | — | $105.21万 | 新建仓 |
| TMSL | T ROWE PRICE EXCHANGE-TRADED | $105.69万 | 0.03% | 24,103 | 0 | 0.0% | — | 不变 |
| — | ETF SER SOLUTIONS | $106.24万 | 0.03% | 11,362 | 4,625 | 68.7% | $43.25万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $106.48万 | 0.03% | 13,668 | 80 | 0.6% | $6,233 | 加仓 |
| ABT | ABBOTT LABORATORIES | $107.00万 | 0.03% | 11,791 | -2,007 | -14.5% | -$18.21万 | 减仓 |
| VOX | VANGUARD WORLD FD | $109.36万 | 0.03% | 5,945 | -23,423 | -79.8% | -$430.87万 | 减仓 |
| IYZ | ISHARES TR | $109.36万 | 0.03% | 25,848 | 2,999 | 13.1% | $12.69万 | 加仓 |
| WTTR | SELECT WATER SOLUTIONS INC | $109.72万 | 0.03% | 54,917 | 214 | 0.4% | $4,276 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $112.97万 | 0.03% | 2,718 | 228 | 9.2% | $9.48万 | 加仓 |
| CDX | SIMPLIFY EXCHANGE TRADED FUN | $113.24万 | 0.03% | 53,616 | 12,439 | 30.2% | $26.27万 | 加仓 |
| IWR | ISHARES TR | $114.35万 | 0.03% | 10,365 | -311 | -2.9% | -$3.43万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $114.60万 | 0.03% | 9,631 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $114.79万 | 0.03% | 21,468 | -917 | -4.1% | -$4.90万 | 减仓 |
| RGLD | ROYAL GOLD INC | $115.12万 | 0.03% | 5,767 | 0 | 0.0% | — | 不变 |
| FTEC | FIDELITY COVINGTON TRUST | $115.84万 | 0.03% | 4,056 | -1,665 | -29.1% | -$47.55万 | 减仓 |
| MUB | ISHARES TR | $115.85万 | 0.03% | 10,765 | -834 | -7.2% | -$8.98万 | 减仓 |
| SEI | SOLARIS ENERGY INFRAS INC | $118.37万 | 0.03% | 14,711 | -6,787 | -31.6% | -$54.61万 | 减仓 |
| IYW | ISHARES TR | $119.46万 | 0.03% | 4,736 | 1,525 | 47.5% | $38.47万 | 加仓 |
| WM | WASTE MGMT INC DEL | $120.22万 | 0.03% | 5,394 | 22 | 0.4% | $4,903 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $122.17万 | 0.03% | 18,941 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $124.20万 | 0.03% | 33,687 | 0 | 0.0% | — | 不变 |
| HOLA | J P MORGAN EXCHANGE TRADED F | $124.76万 | 0.03% | 22,531 | -25,604 | -53.2% | -$141.77万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $126.40万 | 0.03% | 23,763 | -2,210 | -8.5% | -$11.75万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $126.78万 | 0.03% | 6,845 | -1,108 | -13.9% | -$20.52万 | 减仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $129.23万 | 0.03% | 27,573 | -3,964 | -12.6% | -$18.58万 | 减仓 |
| SBUX | STARBUCKS CORP | $131.57万 | 0.03% | 12,875 | -31 | -0.2% | -$3,168 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $132.98万 | 0.03% | 28,329 | -2,191 | -7.2% | -$10.28万 | 减仓 |
| AMGN | AMGEN INC | $134.05万 | 0.03% | 3,702 | 299 | 8.8% | $10.83万 | 加仓 |
| BILS | SPDR SERIES TRUST | $136.18万 | 0.03% | 13,703 | -2,299 | -14.4% | -$22.85万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $136.90万 | 0.03% | 32,335 | 2,520 | 8.5% | $10.67万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $137.01万 | 0.03% | 5,564 | -267 | -4.6% | -$6.57万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $137.52万 | 0.03% | 11,787 | -896 | -7.1% | -$10.45万 | 减仓 |
| FNCL | FIDELITY COVINGTON TRUST | $138.23万 | 0.04% | 18,055 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $138.29万 | 0.04% | 13,302 | -391 | -2.9% | -$4.06万 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $140.41万 | 0.04% | 28,856 | 11,065 | 62.2% | $53.84万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $140.43万 | 0.04% | 3,840 | -120 | -3.0% | -$4.39万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $140.55万 | 0.04% | 28,521 | 2,664 | 10.3% | $13.13万 | 加仓 |
| — | NEOS ETF TRUST | $141.42万 | 0.04% | 52,650 | 13,585 | 34.8% | $36.49万 | 加仓 |
| IAU | ISHARES GOLD TR | $143.70万 | 0.04% | 19,030 | 14,782 | 348.0% | $111.62万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $144.91万 | 0.04% | 9,918 | -1,362 | -12.1% | -$19.90万 | 减仓 |
| QTUM | ETF SER SOLUTIONS | $145.39万 | 0.04% | 8,791 | 8,791 | — | $145.39万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $145.58万 | 0.04% | 15,778 | -1,137 | -6.7% | -$10.49万 | 减仓 |
| URTH | ISHARES INC | $145.68万 | 0.04% | 7,189 | -38 | -0.5% | -$7,700 | 减仓 |
| LOW | LOWES COS INC | $146.95万 | 0.04% | 6,665 | 2,096 | 45.9% | $46.21万 | 加仓 |
| IJH | ISHARES TR | $153.09万 | 0.04% | 19,854 | 5 | 0.0% | $386 | 加仓 |
| SHEL | SHELL PLC | $153.63万 | 0.04% | 19,813 | 9 | 0.0% | $698 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $153.78万 | 0.04% | 27,227 | -981 | -3.5% | -$5.54万 | 减仓 |
| CVX | CHEVRON CORPORATION | $155.92万 | 0.04% | 9,407 | 305 | 3.4% | $5.06万 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $157.71万 | 0.04% | 758 | 307 | 68.1% | $63.88万 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $158.45万 | 0.04% | 39,386 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $160.98万 | 0.04% | 3,775 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES TR | $161.79万 | 0.04% | 2,525 | -94 | -3.6% | -$6.02万 | 减仓 |
| CSCO | CISCO SYS INC | $165.59万 | 0.04% | 14,098 | 1,604 | 12.8% | $18.84万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $169.08万 | 0.04% | 24,862 | 1,381 | 5.9% | $9.39万 | 加仓 |
| USMV | ISHARES TR | $171.50万 | 0.04% | 17,779 | -146 | -0.8% | -$1.41万 | 减仓 |
| KORP | AMERICAN CENTY ETF TR | $171.55万 | 0.04% | 36,617 | -26,544 | -42.0% | -$124.36万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $174.42万 | 0.04% | 32,841 | -3,897 | -10.6% | -$20.70万 | 减仓 |
| VHT | VANGUARD WORLD FD | $174.81万 | 0.04% | 5,846 | -14,922 | -71.9% | -$446.21万 | 减仓 |
| MCD | MCDONALDS CORP | $175.21万 | 0.04% | 6,482 | -481 | -6.9% | -$13.00万 | 减仓 |
| MO | ALTRIA GROUP INC | $177.34万 | 0.05% | 24,648 | 1,611 | 7.0% | $11.59万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $178.38万 | 0.05% | 6,343 | -239 | -3.6% | -$6.72万 | 减仓 |
| FLXR | TCW ETF TRUST | $179.34万 | 0.05% | 45,737 | 15,781 | 52.7% | $61.88万 | 加仓 |
| IWN | ISHARES TR | $179.65万 | 0.05% | 8,121 | -398 | -4.7% | -$8.80万 | 减仓 |
| VCRB | VANGUARD MALVERN FDS | $183.42万 | 0.05% | 23,749 | 3,253 | 15.9% | $25.12万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $186.80万 | 0.05% | 80,763 | -4,316 | -5.1% | -$9.98万 | 减仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $190.42万 | 0.05% | 8,766 | -745 | -7.8% | -$16.18万 | 减仓 |
| IOO | ISHARES TR | $190.54万 | 0.05% | 13,949 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $191.88万 | 0.05% | 8,744 | 405 | 4.9% | $8.89万 | 加仓 |
| V | VISA INC | $193.76万 | 0.05% | 5,648 | 74 | 1.3% | $2.54万 | 加仓 |
| IDEV | ISHARES TR | $194.06万 | 0.05% | 21,802 | -3,873 | -15.1% | -$34.47万 | 减仓 |
| RTX | RTX CORPORATION | $197.43万 | 0.05% | 10,406 | -632 | -5.7% | -$11.99万 | 减仓 |