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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $2.92亿 | 9.05% | 488,714 | -30,029 | -5.8% | -$1,794.38万 | 减仓 |
| QGRW | WISDOMTREE TR | $2.31亿 | 7.17% | 4,330,872 | 116,663 | 2.8% | $623.33万 | 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 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $2.25亿 | 6.98% | 5,659,717 | 695,595 | 14.0% | $2,769.16万 | 加仓 |
| PYLD | PIMCO ETF TR | $1.69亿 | 5.25% | 6,463,927 | 695,457 | 12.1% | $1,822.10万 | 加仓 |
| UBND | VICTORY PORTFOLIOS II | $1.60亿 | 4.97% | 7,358,557 | 853,671 | 13.1% | $1,859.30万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $1.43亿 | 4.42% | 3,180,704 | 287,226 | 9.9% | $1,288.21万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $1.40亿 | 4.33% | 2,532,542 | 217,772 | 9.4% | $1,202.97万 | 加仓 |
| FRDM | EA SERIES TRUST | $1.39亿 | 4.32% | 2,549,629 | 133,481 | 5.5% | $729.47万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1.30亿 | 4.02% | 2,843,873 | 353,665 | 14.2% | $1,613.42万 | 加仓 |
| NFLT | ETFIS SER TR I | $1.02亿 | 3.15% | 4,467,291 | 544,748 | 13.9% | $1,239.30万 | 加仓 |
| — | NEOS ETF TRUST | $9,498.47万 | 2.94% | 2,012,440 | 259,779 | 14.8% | $1,226.13万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $5,731.75万 | 1.78% | 979,118 | -222,774 | -18.5% | -$1,304.12万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $5,052.61万 | 1.57% | 50,707 | 612 | 1.2% | $60.98万 | 加仓 |
| AAPL | APPLE INC | $4,097.67万 | 1.27% | 161,459 | -18,964 | -10.5% | -$481.29万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $3,684.21万 | 1.14% | 56,650 | -1,747 | -3.0% | -$113.62万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $3,167.54万 | 0.98% | 72,519 | -1,517 | -2.0% | -$66.26万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $2,726.53万 | 0.84% | 1,086,268 | -94,700 | -8.0% | -$237.70万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $2,373.12万 | 0.74% | 120,954 | 6,193 | 5.4% | $121.51万 | 加仓 |
| QQQ | INVESCO QQQ TR | $2,181.10万 | 0.68% | 37,789 | -3,458 | -8.4% | -$199.59万 | 减仓 |
| FTRB | FEDERATED HERMES ETF TRUST | $2,146.25万 | 0.67% | 853,548 | -136,131 | -13.8% | -$342.30万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2,104.59万 | 0.65% | 97,861 | -12,274 | -11.1% | -$263.96万 | 减仓 |
| MSFT | MICROSOFT CORP | $2,036.29万 | 0.63% | 55,010 | -4,105 | -6.9% | -$151.95万 | 减仓 |
| DTD | WISDOMTREE TR | $2,034.77万 | 0.63% | 235,615 | -11,373 | -4.6% | -$98.22万 | 减仓 |
| SGOV | ISHARES TR | $2,025.56万 | 0.63% | 201,228 | -10,804 | -5.1% | -$108.75万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $1,974.48万 | 0.61% | 157,795 | -18,836 | -10.7% | -$235.69万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $1,810.59万 | 0.56% | 320,005 | -3,998 | -1.2% | -$22.62万 | 减仓 |
| IQLT | ISHARES TR | $1,569.07万 | 0.49% | 339,405 | -47,726 | -12.3% | -$220.64万 | 减仓 |
| CSHI | NEOS ETF TRUST | $1,434.03万 | 0.44% | 288,073 | 43,113 | 17.6% | $214.62万 | 加仓 |
| WMT | WALMART INC | $1,392.02万 | 0.43% | 112,007 | -7,663 | -6.4% | -$95.24万 | 减仓 |
| AMZN | AMAZON COM INC | $1,335.11万 | 0.41% | 64,105 | 12,438 | 24.1% | $259.04万 | 加仓 |
| VGT | VANGUARD WORLD FD | $1,121.21万 | 0.35% | 16,070 | 499 | 3.2% | $34.82万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,082.04万 | 0.34% | 62,044 | -4,535 | -6.8% | -$79.09万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,069.76万 | 0.33% | 367,237 | 151,904 | 70.5% | $442.50万 | 加仓 |
| DGRW | WISDOMTREE TR | $1,016.62万 | 0.31% | 115,736 | -583 | -0.5% | -$5.12万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $990.77万 | 0.31% | 30,883 | 195 | 0.6% | $6.26万 | 加仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $975.21万 | 0.30% | 90,616 | -26,125 | -22.4% | -$281.16万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $971.13万 | 0.30% | 118,459 | -4,723 | -3.8% | -$38.72万 | 减仓 |
| TSEC | TOUCHSTONE ETF TRUST | $945.42万 | 0.29% | 366,584 | 288,144 | 367.3% | $743.12万 | 加仓 |
| GLD | SPDR GOLD TR | $894.50万 | 0.28% | 20,788 | 1,903 | 10.1% | $81.89万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $805.67万 | 0.25% | 125,729 | -2,973 | -2.3% | -$19.05万 | 减仓 |
| IVV | ISHARES TR | $780.09万 | 0.24% | 11,942 | 889 | 8.0% | $58.07万 | 加仓 |
| IVW | ISHARES TR | $760.71万 | 0.24% | 67,254 | -4,421 | -6.2% | -$50.01万 | 减仓 |
| COWZ | PACER FDS TR | $745.96万 | 0.23% | 119,239 | 8,285 | 7.5% | $51.83万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $712.68万 | 0.22% | 287,950 | -6,281 | -2.1% | -$15.55万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $683.42万 | 0.21% | 92,806 | -13,791 | -12.9% | -$101.56万 | 减仓 |
| — | EXXON MOBIL CORP | $678.87万 | 0.21% | 40,014 | 4,389 | 12.3% | $74.46万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $643.22万 | 0.20% | 31,254 | -1,972 | -5.9% | -$40.58万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $629.84万 | 0.20% | 81,607 | 1,979 | 2.5% | $15.27万 | 加仓 |
| GMUB | GOLDMAN SACHS ETF TR | $622.47万 | 0.19% | 122,173 | 33,582 | 37.9% | $171.10万 | 加仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $608.71万 | 0.19% | 87,083 | 6,677 | 8.3% | $46.67万 | 加仓 |
| PTLC | PACER FDS TR | $607.31万 | 0.19% | 115,766 | 109,137 | 1,646.4% | $572.53万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $594.70万 | 0.18% | 118,963 | 36,303 | 43.9% | $181.48万 | 加仓 |
| VO | VANGUARD INDEX FDS | $586.04万 | 0.18% | 20,407 | 1,664 | 8.9% | $47.79万 | 加仓 |
| VHT | VANGUARD WORLD FD | $565.57万 | 0.18% | 20,768 | 16,335 | 368.5% | $444.85万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $563.11万 | 0.17% | 196,480 | -4,614 | -2.3% | -$13.22万 | 减仓 |
| GOOG | ALPHABET INC | $561.55万 | 0.17% | 19,576 | 218 | 1.1% | $6.25万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $550.42万 | 0.17% | 9,107 | -225 | -2.4% | -$13.60万 | 减仓 |
| BOND | PIMCO ETF TR | $549.54万 | 0.17% | 59,552 | 41,516 | 230.2% | $383.11万 | 加仓 |
| EMXC | ISHARES INC | $539.88万 | 0.17% | 68,635 | -4,011 | -5.5% | -$31.55万 | 减仓 |
| USVM | VICTORY PORTFOLIOS II | $536.65万 | 0.17% | 56,681 | -2,858 | -4.8% | -$27.06万 | 减仓 |
| VOX | VANGUARD WORLD FD | $528.15万 | 0.16% | 29,368 | 1,843 | 6.7% | $33.14万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $505.19万 | 0.16% | 20,667 | 395 | 1.9% | $9.66万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $488.28万 | 0.15% | 29,532 | -396 | -1.3% | -$6.55万 | 减仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $466.80万 | 0.14% | 107,088 | 10,953 | 11.4% | $47.74万 | 加仓 |
| BMAR | INNOVATOR ETFS TRUST | $466.21万 | 0.14% | 88,821 | -423 | -0.5% | -$2.22万 | 减仓 |
| GOOGL | ALPHABET INC | $460.61万 | 0.14% | 16,018 | -4,442 | -21.7% | -$127.73万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $460.11万 | 0.14% | 42,219 | -2,196 | -4.9% | -$23.93万 | 减仓 |
| VCR | VANGUARD WORLD FD | $456.26万 | 0.14% | 12,708 | 1,324 | 11.6% | $47.54万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $439.53万 | 0.14% | 9,172 | 621 | 7.3% | $29.76万 | 加仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $436.84万 | 0.14% | 176,217 | 42,916 | 32.2% | $106.39万 | 加仓 |
| HD | HOME DEPOT INC | $427.32万 | 0.13% | 12,993 | -240 | -1.8% | -$7.89万 | 减仓 |
| HFSI | HARTFORD FDS EXCHANGE TRADED | $424.08万 | 0.13% | 122,142 | 101,731 | 498.4% | $353.21万 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $401.15万 | 0.12% | 80,165 | 80,165 | — | $401.15万 | 新建仓 |
| ILCG | ISHARES TR | $399.47万 | 0.12% | 41,838 | 0 | 0.0% | — | 不变 |
| TUSI | TOUCHSTONE ETF TRUST | $396.68万 | 0.12% | 156,666 | 13,992 | 9.8% | $35.43万 | 加仓 |
| IJR | ISHARES TR | $395.09万 | 0.12% | 31,782 | -2,078 | -6.1% | -$25.83万 | 减仓 |
| HMOP | HARTFORD FDS EXCHANGE TRADED | $394.83万 | 0.12% | 101,917 | 24,612 | 31.8% | $95.35万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $391.30万 | 0.12% | 100,696 | -1,622 | -1.6% | -$6.30万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $380.41万 | 0.12% | 28,624 | 3,541 | 14.1% | $47.06万 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $372.77万 | 0.12% | 86,430 | 2,593 | 3.1% | $11.18万 | 加仓 |
| NYF | ISHARES TR | $361.66万 | 0.11% | 68,083 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $360.56万 | 0.11% | 27,536 | -1,263 | -4.4% | -$16.54万 | 减仓 |
| PEP | PEPSICO INC | $353.41万 | 0.11% | 22,758 | -343 | -1.5% | -$5.33万 | 减仓 |
| TCAF | T ROWE PRICE ETF INC | $349.24万 | 0.11% | 98,129 | 98,129 | — | $349.24万 | 新建仓 |
| SMMD | ISHARES TR | $348.51万 | 0.11% | 45,647 | 736 | 1.6% | $5.62万 | 加仓 |
| — | NEOS ETF TRUST | $336.66万 | 0.10% | 59,449 | 59,449 | — | $336.66万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $332.85万 | 0.10% | 17,343 | 12,328 | 245.8% | $236.60万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $332.67万 | 0.10% | 61,549 | -5,209 | -7.8% | -$28.15万 | 减仓 |
| FFSM | FIDELITY COVINGTON TRUST | $331.15万 | 0.10% | 103,645 | 51,812 | 100.0% | $165.54万 | 加仓 |
| VB | VANGUARD INDEX FDS | $325.88万 | 0.10% | 12,442 | 2,643 | 27.0% | $69.22万 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $324.99万 | 0.10% | 127,199 | 6,557 | 5.4% | $16.75万 | 加仓 |
| IEFA | ISHARES TR | $323.14万 | 0.10% | 35,694 | 30,573 | 597.0% | $276.78万 | 加仓 |
| IWB | ISHARES TR | $322.31万 | 0.10% | 9,039 | 5,892 | 187.2% | $210.09万 | 加仓 |
| FELC | FIDELITY COVINGTON TRUST | $320.19万 | 0.10% | 88,279 | 88,279 | — | $320.19万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $315.99万 | 0.10% | 21,877 | -906 | -4.0% | -$13.09万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $302.33万 | 0.09% | 51,053 | -193 | -0.4% | -$1.14万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $296.01万 | 0.09% | 10,063 | -2,841 | -22.0% | -$83.57万 | 减仓 |
| KORP | AMERICAN CENTY ETF TR | $294.39万 | 0.09% | 63,161 | -37,022 | -37.0% | -$172.56万 | 减仓 |
| ITOT | ISHARES TR | $293.92万 | 0.09% | 20,636 | -3,417 | -14.2% | -$48.67万 | 减仓 |