Retirement Planning Group, LLC
LEAWOOD KS · SEC CIK 0001508195
$32.27亿2026Q1 申报市值
481持仓数
57.7%前十大占比 · 第一大 9.0%
85 / 23新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
FSMD 加仓+$5,119.46万
DIVI 加仓+$2,769.16万
UBND 加仓+$1,859.30万
PYLD 加仓+$1,822.10万
FBND 加仓+$1,613.42万
2026Q1 卖出最多 按季末市值估算
VOO 减仓-$1,794.38万
VGSH 减仓-$1,304.12万
AAPL 减仓-$481.29万
VIS 减仓-$415.41万
FTRB 减仓-$342.30万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| FBND | FIDELITY MERRIMACK STR TR | $1.30亿 | 4.02% | 2,843,873 | 353,665 | 14.2% | $1,613.42万 | 加仓 |
| FRDM | EA SERIES TRUST | $1.39亿 | 4.32% | 2,549,629 | 133,481 | 5.5% | $729.47万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $1.40亿 | 4.33% | 2,532,542 | 217,772 | 9.4% | $1,202.97万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $1.43亿 | 4.42% | 3,180,704 | 287,226 | 9.9% | $1,288.21万 | 加仓 |
| UBND | VICTORY PORTFOLIOS II | $1.60亿 | 4.97% | 7,358,557 | 853,671 | 13.1% | $1,859.30万 | 加仓 |
| PYLD | PIMCO ETF TR | $1.69亿 | 5.25% | 6,463,927 | 695,457 | 12.1% | $1,822.10万 | 加仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $2.25亿 | 6.98% | 5,659,717 | 695,595 | 14.0% | $2,769.16万 | 加仓 |
| FSMD | FIDELITY COVINGTON TRUST | $2.31亿 | 7.16% | 5,165,395 | 1,144,782 | 28.5% | $5,119.46万 | 加仓 |
| QGRW | WISDOMTREE TR | $2.31亿 | 7.17% | 4,330,872 | 116,663 | 2.8% | $623.33万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2.92亿 | 9.05% | 488,714 | -30,029 | -5.8% | -$1,794.38万 | 减仓 |