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 |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | $199.66万 | 0.05% | 67,841 | 6,278 | 10.2% | $18.48万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $202.11万 | 0.05% | 3,479 | -35 | -1.0% | -$2.03万 | 减仓 |
| DGRO | ISHARES TR | $202.85万 | 0.05% | 26,765 | -4,289 | -13.8% | -$32.51万 | 减仓 |
| KO | COCA COLA CO | $202.94万 | 0.05% | 24,971 | 522 | 2.1% | $4.24万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $203.67万 | 0.05% | 33,139 | 16,788 | 102.7% | $103.18万 | 加仓 |
| EVRG | EVERGY INC | $204.95万 | 0.05% | 23,713 | 54 | 0.2% | $4,667 | 加仓 |
| AVXC | AMERICAN CENTY ETF TR | $207.12万 | 0.05% | 24,182 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $209.05万 | 0.05% | 21,121 | -2,971 | -12.3% | -$29.41万 | 减仓 |
| XME | SPDR SERIES TRUST | $210.14万 | 0.05% | 19,652 | -3,842 | -16.4% | -$41.08万 | 减仓 |
| VPLS | VANGUARD MALVERN FDS | $214.61万 | 0.05% | 27,664 | 27,664 | — | $214.61万 | 新建仓 |
| EXE | EXPAND ENERGY CORPORATION | $222.23万 | 0.06% | 24,370 | -2 | -0.0% | -$182 | 减仓 |
| — | COLUMBIA ETF TR I | $222.59万 | 0.06% | 57,766 | 7,380 | 14.6% | $28.44万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $225.15万 | 0.06% | 27,252 | -1,128 | -4.0% | -$9.32万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $226.52万 | 0.06% | 71,436 | 2,637 | 3.8% | $8.36万 | 加仓 |
| EFA | ISHARES TR | $227.55万 | 0.06% | 21,905 | -1,357 | -5.8% | -$14.10万 | 减仓 |
| IWM | ISHARES TR | $230.77万 | 0.06% | 7,681 | 297 | 4.0% | $8.92万 | 加仓 |
| IVVW | ISHARES TR | $231.86万 | 0.06% | 51,987 | 11,168 | 27.4% | $49.81万 | 加仓 |
| LLY | ELI LILLY & CO | $232.43万 | 0.06% | 1,938 | 246 | 14.5% | $29.50万 | 加仓 |
| META | META PLATFORMS INC | $232.72万 | 0.06% | 4,131 | 53 | 1.3% | $2.99万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $234.66万 | 0.06% | 5,415 | 190 | 3.6% | $8.23万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $237.48万 | 0.06% | 2,057 | 125 | 6.5% | $14.43万 | 加仓 |
| AVGO | BROADCOM INC | $238.40万 | 0.06% | 6,311 | 439 | 7.5% | $16.58万 | 加仓 |
| VV | VANGUARD INDEX FDS | $241.59万 | 0.06% | 7,025 | -391 | -5.3% | -$13.45万 | 减仓 |
| SPGI | S&P GLOBAL INC | $241.95万 | 0.06% | 5,941 | 176 | 3.1% | $7.17万 | 加仓 |
| SO | SOUTHERN CO | $244.18万 | 0.06% | 25,513 | 1,934 | 8.2% | $18.51万 | 加仓 |
| — | PACER FDS TR | $245.85万 | 0.06% | 66,128 | -639 | -1.0% | -$2.38万 | 减仓 |
| IJK | ISHARES TR | $246.79万 | 0.06% | 21,003 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $250.80万 | 0.06% | 72,049 | 8,799 | 13.9% | $30.63万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $252.37万 | 0.06% | 34,916 | -2,101 | -5.7% | -$15.19万 | 减仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $255.86万 | 0.06% | 37,330 | -714 | -1.9% | -$4.89万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $257.70万 | 0.07% | 44,685 | 36,339 | 435.4% | $209.57万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $257.77万 | 0.07% | 30,152 | -3,184 | -9.6% | -$27.22万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $261.32万 | 0.07% | 102,398 | -7,283 | -6.6% | -$18.59万 | 减仓 |
| CAT | CATERPILLAR INC | $262.56万 | 0.07% | 2,466 | -74 | -2.9% | -$7.88万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $264.65万 | 0.07% | 30,115 | -714 | -2.3% | -$6.27万 | 减仓 |
| IEFA | ISHARES TR | $268.65万 | 0.07% | 27,816 | -7,878 | -22.1% | -$76.09万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $271.65万 | 0.07% | 28,170 | -3,588 | -11.3% | -$34.60万 | 减仓 |
| IDVO | AMPLIFY ETF TR | $273.09万 | 0.07% | 65,021 | 8,618 | 15.3% | $36.20万 | 加仓 |
| ITOT | ISHARES TR | $273.12万 | 0.07% | 16,626 | -4,010 | -19.4% | -$65.87万 | 减仓 |
| IWB | ISHARES TR | $274.85万 | 0.07% | 6,712 | -2,327 | -25.7% | -$95.29万 | 减仓 |
| TSLA | TESLA INC | $282.94万 | 0.07% | 6,727 | 286 | 4.4% | $12.03万 | 加仓 |
| PEP | PEPSICO INC | $289.51万 | 0.07% | 21,382 | -1,376 | -6.0% | -$18.63万 | 减仓 |
| ABBV | ABBVIE INC | $290.18万 | 0.07% | 11,531 | -438 | -3.7% | -$11.02万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $295.19万 | 0.07% | 23,096 | 2,441 | 11.8% | $31.20万 | 加仓 |
| DE | DEERE & CO | $296.37万 | 0.08% | 4,672 | 1,063 | 29.5% | $67.43万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $308.28万 | 0.08% | 21,023 | -854 | -3.9% | -$12.52万 | 减仓 |
| XAR | SPDR SERIES TRUST | $316.04万 | 0.08% | 11,137 | 310 | 2.9% | $8.80万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $334.93万 | 0.09% | 49,576 | -1,477 | -2.9% | -$9.98万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $339.54万 | 0.09% | 41,438 | 15 | 0.0% | $1,229 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $346.87万 | 0.09% | 10,597 | 534 | 5.3% | $17.48万 | 加仓 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $358.65万 | 0.09% | 328,435 | 81,697 | 33.1% | $89.21万 | 加仓 |
| VDE | VANGUARD WORLD FD | $360.75万 | 0.09% | 24,029 | 21,084 | 715.9% | $316.54万 | 加仓 |
| NYF | ISHARES TR | $367.00万 | 0.09% | 68,083 | 0 | 0.0% | — | 不变 |
| IMCG | ISHARES TR | $372.03万 | 0.09% | 37,847 | 37,847 | — | $372.03万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $375.33万 | 0.10% | 17,640 | 297 | 1.7% | $6.32万 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $391.17万 | 0.10% | 85,596 | -834 | -1.0% | -$3.81万 | 减仓 |
| VB | VANGUARD INDEX FDS | $393.98万 | 0.10% | 12,998 | 556 | 4.5% | $16.85万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $397.24万 | 0.10% | 66,550 | 5,001 | 8.1% | $29.85万 | 加仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $402.50万 | 0.10% | 97,932 | -197 | -0.2% | -$8,097 | 减仓 |
| — | NEOS ETF TRUST | $402.51万 | 0.10% | 73,157 | 13,708 | 23.1% | $75.42万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $404.95万 | 0.10% | 31,992 | 4,456 | 16.2% | $56.40万 | 加仓 |
| SMMD | ISHARES TR | $415.94万 | 0.11% | 45,393 | -254 | -0.6% | -$2.33万 | 减仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $419.01万 | 0.11% | 142,520 | 15,321 | 12.0% | $45.04万 | 加仓 |
| FFSM | FIDELITY COVINGTON TRUST | $420.68万 | 0.11% | 110,096 | 6,451 | 6.2% | $24.65万 | 加仓 |
| VAW | VANGUARD WORLD FD | $426.30万 | 0.11% | 18,633 | 15,425 | 480.8% | $352.91万 | 加仓 |
| IJR | ISHARES TR | $432.97万 | 0.11% | 29,194 | -2,588 | -8.1% | -$38.38万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $437.99万 | 0.11% | 8,753 | -419 | -4.6% | -$20.97万 | 减仓 |
| IWF | ISHARES TR | $440.44万 | 0.11% | 35,471 | 21,763 | 158.8% | $270.23万 | 加仓 |
| FELC | FIDELITY COVINGTON TRUST | $441.89万 | 0.11% | 105,438 | 17,159 | 19.4% | $71.91万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $446.71万 | 0.11% | 100,702 | 6 | 0.0% | $266 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $447.35万 | 0.11% | 8,781 | -326 | -3.6% | -$16.61万 | 减仓 |
| HD | HOME DEPOT INC | $449.58万 | 0.11% | 12,747 | -246 | -1.9% | -$8.68万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $467.76万 | 0.12% | 39,884 | -2,335 | -5.5% | -$27.38万 | 减仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $477.99万 | 0.12% | 51,051 | 51,051 | — | $477.99万 | 新建仓 |
| HMOP | HARTFORD FDS EXCHANGE TRADED | $478.92万 | 0.12% | 122,346 | 20,429 | 20.0% | $79.97万 | 加仓 |
| ILCG | ISHARES TR | $488.54万 | 0.12% | 41,748 | -90 | -0.2% | -$1.05万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $491.71万 | 0.12% | 163,847 | 163,847 | — | $491.71万 | 新建仓 |
| SPHY | SPDR SERIES TRUST | $495.38万 | 0.13% | 211,339 | 211,339 | — | $495.38万 | 新建仓 |
| BMAR | INNOVATOR ETFS TRUST | $497.33万 | 0.13% | 86,301 | -2,520 | -2.8% | -$14.52万 | 减仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $500.74万 | 0.13% | 114,822 | 7,734 | 7.2% | $33.73万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $502.66万 | 0.13% | 27,785 | -1,747 | -5.9% | -$31.60万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $504.02万 | 0.13% | 109,450 | 109,450 | — | $504.02万 | 新建仓 |
| GPIX | GOLDMAN SACHS ETF TR | $524.13万 | 0.13% | 94,319 | 14,154 | 17.7% | $78.65万 | 加仓 |
| VPU | VANGUARD WORLD FD | $528.29万 | 0.13% | 26,991 | 16,605 | 159.9% | $325.00万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $531.36万 | 0.13% | 20,922 | 255 | 1.2% | $6.48万 | 加仓 |
| — | EXXON MOBIL CORP | $535.12万 | 0.14% | 39,140 | -874 | -2.2% | -$11.95万 | 减仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $542.19万 | 0.14% | 112,138 | 112,138 | — | $542.19万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $545.37万 | 0.14% | 28,625 | 1 | 0.0% | $191 | 加仓 |
| SPTI | SPDR SERIES TRUST | $548.68万 | 0.14% | 193,265 | -3,215 | -1.6% | -$9.13万 | 减仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $567.64万 | 0.14% | 225,521 | 49,304 | 28.0% | $124.10万 | 加仓 |
| GOOGL | ALPHABET INC | $579.05万 | 0.15% | 16,203 | 185 | 1.2% | $6.61万 | 加仓 |
| USVM | VICTORY PORTFOLIOS II | $587.64万 | 0.15% | 53,505 | -3,176 | -5.6% | -$34.88万 | 减仓 |
| COWZ | PACER FDS TR | $605.22万 | 0.15% | 97,302 | -21,937 | -18.4% | -$136.45万 | 减仓 |
| HFSI | HARTFORD FDS EXCHANGE TRADED | $615.38万 | 0.16% | 175,023 | 52,881 | 43.3% | $185.93万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $619.79万 | 0.16% | 84,429 | -8,377 | -9.0% | -$61.50万 | 减仓 |
| PTLC | PACER FDS TR | $639.16万 | 0.16% | 109,708 | -6,058 | -5.2% | -$35.29万 | 减仓 |
| VO | VANGUARD INDEX FDS | $641.34万 | 0.16% | 79,600 | -2,028 | -2.5% | -$16.34万 | 减仓 |
| VDC | VANGUARD WORLD FD | $647.64万 | 0.16% | 28,721 | 15,684 | 120.3% | $353.66万 | 加仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $672.14万 | 0.17% | 88,860 | 1,777 | 2.0% | $13.44万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $678.09万 | 0.17% | 27,541 | -3,713 | -11.9% | -$91.42万 | 减仓 |