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 |
|---|---|---|---|---|---|---|---|---|
| QYLD | GLOBAL X FDS | $0 | 0.00% | 0 | -64,437 | -100.0% | -$113.86万 | 清仓 |
| DUBS | ETF SER SOLUTIONS | $0 | 0.00% | 0 | -14,606 | -100.0% | -$55.02万 | 清仓 |
| CRWV | COREWEAVE INC | $0 | 0.00% | 0 | -7,465 | -100.0% | -$53.46万 | 清仓 |
| BLV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -6,574 | -100.0% | -$45.70万 | 清仓 |
| TRV | TRAVELERS COMPANIES INC | $0 | 0.00% | 0 | -1,371 | -100.0% | -$39.77万 | 清仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $0 | 0.00% | 0 | -1,823 | -100.0% | -$39.74万 | 清仓 |
| MWA | MUELLER WTR PRODS INC | $0 | 0.00% | 0 | -14,509 | -100.0% | -$34.56万 | 清仓 |
| CSX | CSX CORP | $0 | 0.00% | 0 | -8,081 | -100.0% | -$29.29万 | 清仓 |
| Z | ZILLOW GROUP INC | $0 | 0.00% | 0 | -3,945 | -100.0% | -$26.91万 | 清仓 |
| IHI | ISHARES TR | $0 | 0.00% | 0 | -4,107 | -100.0% | -$25.53万 | 清仓 |
| INTC | INTEL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DHR | DANAHER CORPORATION | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | INVESCO GALAXY BITCOIN ETF | $0 | 0.00% | 0 | -2,721 | -100.0% | -$23.72万 | 清仓 |
| CPRT | COPART INC | $0 | 0.00% | 0 | -5,900 | -100.0% | -$23.10万 | 清仓 |
| JUCY | ETF SER SOLUTIONS | $0 | 0.00% | 0 | -10,097 | -100.0% | -$22.42万 | 清仓 |
| NDAQ | NASDAQ INC | $0 | 0.00% | 0 | -2,259 | -100.0% | -$21.94万 | 清仓 |
| — | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -7,479 | -100.0% | -$21.71万 | 清仓 |
| CLX | CLOROX CO DEL | $0 | 0.00% | 0 | -2,141 | -100.0% | -$21.59万 | 清仓 |
| — | QORVO INC | $0 | 0.00% | 0 | -2,552 | -100.0% | -$21.57万 | 清仓 |
| FCOM | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -2,927 | -100.0% | -$21.45万 | 清仓 |
| XT | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | TEVA PHARMACEUTICAL INDS LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PRF | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -4,356 | -100.0% | -$20.44万 | 清仓 |
| VWOB | VANGUARD WHITEHALL FDS | $0 | 0.00% | 0 | -3,029 | -100.0% | -$20.42万 | 清仓 |
| VYM | VANGUARD WHITEHALL FDS | $0 | 0.00% | 0 | -1,417 | -100.0% | -$20.34万 | 清仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -1,513 | -100.0% | -$20.32万 | 清仓 |
| IWO | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PSEP | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | IMMUNIC INC | $0 | 0.00% | 0 | -10,417 | -100.0% | -$5,560 | 清仓 |
| — | COGNITION THERAPEUTICS INC | $7,595 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| CHW | CALAMOS GBL DYN INCOME FUND | $11.08万 | 0.00% | 15,261 | 15,261 | — | $11.08万 | 新建仓 |
| ALTO | ALTO INGREDIENTS INC | $11.62万 | 0.00% | 24,000 | 0 | 0.0% | — | 不变 |
| XAODX | ABRDN TOTAL DYNAMIC DIVIDEND | $12.28万 | 0.00% | 13,331 | 13,331 | — | $12.28万 | 新建仓 |
| FSK | FS KKR CAP CORP | $12.75万 | 0.00% | 12,527 | 12,527 | — | $12.75万 | 新建仓 |
| EXK | ENDEAVOUR SILVER CORP | $13.96万 | 0.00% | 15,000 | 0 | 0.0% | — | 不变 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $13.98万 | 0.00% | 10,139 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $14.88万 | 0.00% | 12,894 | 1,336 | 11.6% | $1.54万 | 加仓 |
| — | CALAMOS GLOBAL TOTAL RETURN | $20.16万 | 0.01% | 18,083 | 6,820 | 60.6% | $7.60万 | 加仓 |
| — | ELEVATION SERIES TRUST | $20.55万 | 0.01% | 5,001 | -487 | -8.9% | -$2.00万 | 减仓 |
| ADME | ETF SER SOLUTIONS | $20.83万 | 0.01% | 4,214 | -4,441 | -51.3% | -$21.95万 | 减仓 |
| MFC | MANULIFE FINL CORP | $20.96万 | 0.01% | 6,085 | -546 | -8.2% | -$1.88万 | 减仓 |
| SMH | VANECK ETF TRUST | $20.97万 | 0.01% | 547 | 547 | — | $20.97万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $21.04万 | 0.01% | 2,958 | 2,958 | — | $21.04万 | 新建仓 |
| TTE | TOTALENERGIES SE | $21.23万 | 0.01% | 2,333 | 2,333 | — | $21.23万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $21.36万 | 0.01% | 5,587 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP | $21.47万 | 0.01% | 780 | 91 | 13.2% | $2.50万 | 重新持有 |
| BOCT | INNOVATOR ETFS TRUST | $21.56万 | 0.01% | 4,492 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP | $21.60万 | 0.01% | 3,324 | -935 | -22.0% | -$6.08万 | 重新持有 |
| SHLD | GLOBAL X FDS | $21.64万 | 0.01% | 3,055 | 3,055 | — | $21.64万 | 新建仓 |
| C | CITIGROUP INC | $21.72万 | 0.01% | 1,915 | -407 | -17.5% | -$4.62万 | 减仓 |
| IUSG | ISHARES TR | $21.80万 | 0.01% | 1,405 | -23 | -1.6% | -$3,569 | 减仓 |
| OSCV | ETF SER SOLUTIONS | $21.91万 | 0.01% | 5,556 | -6,504 | -53.9% | -$25.65万 | 减仓 |
| HAL | HALLIBURTON CO | $22.15万 | 0.01% | 5,680 | 5,680 | — | $22.15万 | 新建仓 |
| AEE | AMEREN CORP | $22.16万 | 0.01% | 2,016 | 2,016 | — | $22.16万 | 新建仓 |
| B | BARRICK MNG CORP | $22.18万 | 0.01% | 5,437 | 5,437 | — | $22.18万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $22.82万 | 0.01% | 493 | 493 | — | $22.82万 | 新建仓 |
| EMB | ISHARES TR | $22.88万 | 0.01% | 2,436 | 2,436 | — | $22.88万 | 新建仓 |
| CB | CHUBB LTD SWITZ | $22.91万 | 0.01% | 703 | -6 | -0.8% | -$1,956 | 减仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $22.94万 | 0.01% | 9,262 | -534 | -5.5% | -$1.32万 | 减仓 |
| DFCA | DIMENSIONAL ETF TRUST | $23.02万 | 0.01% | 4,618 | 25 | 0.5% | $1,246 | 加仓 |
| IGIB | ISHARES TR | $23.03万 | 0.01% | 4,328 | 4,328 | — | $23.03万 | 新建仓 |
| RSPU | INVESCO EXCHANGE TRADED FD T | $23.10万 | 0.01% | 2,848 | 2,848 | — | $23.10万 | 新建仓 |
| CMF | ISHARES TR | $23.25万 | 0.01% | 4,090 | 20 | 0.5% | $1,137 | 加仓 |
| USB | US BANCORP | $23.31万 | 0.01% | 4,483 | 379 | 9.2% | $1.97万 | 加仓 |
| AGGH | SIMPLIFY EXCHANGE TRADED FUN | $23.68万 | 0.01% | 11,634 | 11,634 | — | $23.68万 | 新建仓 |
| APA | APA CORPORATION | $23.81万 | 0.01% | 5,610 | 5,610 | — | $23.81万 | 新建仓 |
| VTES | VANGUARD WELLINGTON FD | $24.04万 | 0.01% | 2,377 | 0 | 0.0% | — | 不变 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $24.23万 | 0.01% | 21,578 | 21,578 | — | $24.23万 | 新建仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $24.29万 | 0.01% | 5,173 | 5,173 | — | $24.29万 | 新建仓 |
| SAMT | ADVISORS INNER CIRCLE FD III | $24.34万 | 0.01% | 6,199 | 6,199 | — | $24.34万 | 新建仓 |
| BX | BLACKSTONE INC | $24.39万 | 0.01% | 2,121 | 2,121 | — | $24.39万 | 新建仓 |
| IDUB | ETF SER SOLUTIONS | $24.44万 | 0.01% | 9,907 | -13,366 | -57.4% | -$32.98万 | 减仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $24.72万 | 0.01% | 932 | 1 | 0.1% | $265 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $24.97万 | 0.01% | 739 | 739 | — | $24.97万 | 新建仓 |
| IEUR | ISHARES TR | $25.10万 | 0.01% | 3,572 | 3,572 | — | $25.10万 | 新建仓 |
| PLD | PROLOGIS INC. | $25.23万 | 0.01% | 1,909 | 141 | 8.0% | $1.86万 | 加仓 |
| TMUS | T-MOBILE US INC | $25.41万 | 0.01% | 1,210 | 261 | 27.5% | $5.48万 | 重新持有 |
| LH | LABCORP HOLDINGS INC | $25.42万 | 0.01% | 953 | -63 | -6.2% | -$1.68万 | 减仓 |
| GE | GE AEROSPACE | $25.52万 | 0.01% | 899 | 82 | 10.0% | $2.33万 | 加仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $25.53万 | 0.01% | 50,057 | 50,057 | — | $25.53万 | 新建仓 |
| — | FRANKLIN TEMPLETON ETF TR | $25.69万 | 0.01% | 8,408 | 620 | 8.0% | $1.89万 | 加仓 |
| TFLR | T ROWE PRICE ETF INC | $25.75万 | 0.01% | 5,113 | 5,113 | — | $25.75万 | 新建仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $25.92万 | 0.01% | 2,513 | 2,513 | — | $25.92万 | 新建仓 |
| GVIP | GOLDMAN SACHS ETF TR | $26.03万 | 0.01% | 1,786 | 1,786 | — | $26.03万 | 新建仓 |
| GWW | WW GRAINGER INC | $26.09万 | 0.01% | 239 | 3 | 1.3% | $3,275 | 加仓 |
| NVS | NOVARTIS AG | $26.12万 | 0.01% | 1,710 | 42 | 2.5% | $6,415 | 加仓 |
| IYC | ISHARES TR | $26.23万 | 0.01% | 2,706 | 2,706 | — | $26.23万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $26.31万 | 0.01% | 294 | 17 | 6.1% | $1.52万 | 加仓 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $26.63万 | 0.01% | 4,740 | -91 | -1.9% | -$5,113 | 减仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $26.91万 | 0.01% | 2,914 | 0 | 0.0% | — | 不变 |
| IYR | ISHARES TR | $27.17万 | 0.01% | 2,874 | 46 | 1.6% | $4,349 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $27.19万 | 0.01% | 5,404 | 5,404 | — | $27.19万 | 新建仓 |
| TJX | TJX COS INC NEW | $27.25万 | 0.01% | 1,706 | 1,706 | — | $27.25万 | 新建仓 |
| MDYV | SPDR SERIES TRUST | $27.28万 | 0.01% | 3,204 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $27.29万 | 0.01% | 486 | 486 | — | $27.29万 | 新建仓 |
| FXU | FIRST TR EXCHANGE-TRADED FD | $27.31万 | 0.01% | 5,507 | -131 | -2.3% | -$6,496 | 减仓 |
| CMI | CUMMINS INC | $27.39万 | 0.01% | 509 | -35 | -6.4% | -$1.88万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $27.53万 | 0.01% | 1,683 | 1,683 | — | $27.53万 | 新建仓 |
| MLM | MARTIN MARIETTA MATLS INC | $27.61万 | 0.01% | 469 | 0 | 0.0% | — | 不变 |
| FPAG | INVESTMENT MANAGERS SER TR I | $27.71万 | 0.01% | 7,637 | 7,637 | — | $27.71万 | 新建仓 |