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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $3.49亿 | 8.86% | 507,533 | 18,819 | 3.9% | $1,292.51万 | 加仓 |
| QGRW | WISDOMTREE TR | $3.00亿 | 7.62% | 4,540,625 | 209,753 | 4.8% | $1,385.00万 | 加仓 |
| FSMD | FIDELITY COVINGTON TRUST | $2.94亿 | 7.47% | 5,565,941 | 400,546 | 7.8% | $2,116.89万 | 加仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $2.61亿 | 6.62% | 6,100,216 | 440,499 | 7.8% | $1,881.81万 | 加仓 |
| FRDM | EA SERIES TRUST | $1.93亿 | 4.90% | 2,644,118 | 94,489 | 3.7% | $688.82万 | 加仓 |
| PYLD | PIMCO ETF TR | $1.90亿 | 4.83% | 7,173,455 | 709,528 | 11.0% | $1,881.67万 | 加仓 |
| UBND | VICTORY PORTFOLIOS II | $1.77亿 | 4.51% | 8,164,569 | 806,012 | 11.0% | $1,751.06万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $1.70亿 | 4.33% | 2,823,822 | 291,280 | 11.5% | $1,756.13万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $1.57亿 | 3.99% | 3,438,086 | 257,382 | 8.1% | $1,176.24万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1.43亿 | 3.64% | 3,153,325 | 309,452 | 10.9% | $1,407.70万 | 加仓 |
| NFLT | ETFIS SER TR I | $1.13亿 | 2.88% | 4,940,760 | 473,469 | 10.6% | $1,086.61万 | 加仓 |
| — | NEOS ETF TRUST | $1.06亿 | 2.70% | 2,256,448 | 244,008 | 12.1% | $1,147.81万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $7,554.92万 | 1.92% | 101,168 | 44,518 | 78.6% | $3,324.47万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $7,043.67万 | 1.79% | 817,700 | 382,586 | 87.9% | $3,295.60万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $4,755.69万 | 1.21% | 50,837 | 130 | 0.3% | $12.16万 | 加仓 |
| AAPL | APPLE INC | $4,658.90万 | 1.18% | 161,007 | -452 | -0.3% | -$13.08万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $4,517.35万 | 1.15% | 776,178 | -202,940 | -20.7% | -$1,181.11万 | 减仓 |
| QQQ | INVESCO QQQ TR | $3,139.63万 | 0.80% | 42,635 | 4,846 | 12.8% | $356.86万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $3,093.24万 | 0.79% | 1,068,109 | -18,159 | -1.7% | -$52.59万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $2,664.45万 | 0.68% | 122,262 | 1,308 | 1.1% | $28.51万 | 加仓 |
| MGV | VANGUARD WORLD FD | $2,451.19万 | 0.62% | 149,966 | 149,966 | — | $2,451.19万 | 新建仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $2,238.38万 | 0.57% | 73,881 | 73,881 | — | $2,238.38万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $2,222.61万 | 0.56% | 91,469 | 84,847 | 1,281.3% | $2,061.70万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2,186.39万 | 0.56% | 92,401 | -5,460 | -5.6% | -$129.19万 | 减仓 |
| CSHI | NEOS ETF TRUST | $2,184.70万 | 0.56% | 438,606 | 150,533 | 52.3% | $749.80万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $2,062.60万 | 0.52% | 145,366 | -12,429 | -7.9% | -$176.36万 | 减仓 |
| MSFT | MICROSOFT CORP | $2,008.01万 | 0.51% | 53,831 | -1,179 | -2.1% | -$43.98万 | 减仓 |
| TSEC | TOUCHSTONE ETF TRUST | $1,958.21万 | 0.50% | 758,554 | 391,970 | 106.9% | $1,011.87万 | 加仓 |
| DTD | WISDOMTREE TR | $1,882.66万 | 0.48% | 201,901 | -33,714 | -14.3% | -$314.37万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $1,781.12万 | 0.45% | 292,995 | -27,010 | -8.4% | -$164.19万 | 减仓 |
| IQLT | ISHARES TR | $1,572.63万 | 0.40% | 317,383 | -22,022 | -6.5% | -$109.12万 | 减仓 |
| FTRB | FEDERATED HERMES ETF TRUST | $1,564.44万 | 0.40% | 623,408 | -230,140 | -27.0% | -$577.54万 | 减仓 |
| AMZN | AMAZON COM INC | $1,536.53万 | 0.39% | 64,468 | 363 | 0.6% | $8.65万 | 加仓 |
| SGOV | ISHARES TR | $1,498.75万 | 0.38% | 148,878 | -52,350 | -26.0% | -$527.01万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,450.84万 | 0.37% | 72,509 | 10,465 | 16.9% | $209.40万 | 加仓 |
| VFH | VANGUARD WORLD FD | $1,427.93万 | 0.36% | 108,505 | 101,689 | 1,491.9% | $1,338.23万 | 加仓 |
| WMT | WALMART INC | $1,253.73万 | 0.32% | 110,695 | -1,312 | -1.2% | -$14.86万 | 减仓 |
| TUSI | TOUCHSTONE ETF TRUST | $1,195.64万 | 0.30% | 473,334 | 316,668 | 202.1% | $799.90万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,184.06万 | 0.30% | 349,899 | -17,338 | -4.7% | -$58.67万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $1,175.79万 | 0.30% | 153,297 | 71,690 | 87.8% | $549.86万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,135.76万 | 0.29% | 30,693 | -190 | -0.6% | -$7.03万 | 减仓 |
| DGRW | WISDOMTREE TR | $1,088.91万 | 0.28% | 113,879 | -1,857 | -1.6% | -$17.76万 | 减仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $996.47万 | 0.25% | 81,484 | -9,132 | -10.1% | -$111.68万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $981.69万 | 0.25% | 193,799 | 74,836 | 62.9% | $379.08万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $957.00万 | 0.24% | 134,316 | 8,587 | 6.8% | $61.18万 | 加仓 |
| VGT | VANGUARD WORLD FD | $932.06万 | 0.24% | 77,983 | -50,577 | -39.3% | -$604.50万 | 减仓 |
| IVV | ISHARES TR | $921.51万 | 0.23% | 12,305 | 363 | 3.0% | $27.18万 | 加仓 |
| IVW | ISHARES TR | $910.42万 | 0.23% | 66,198 | -1,056 | -1.6% | -$14.52万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $902.96万 | 0.23% | 108,698 | -9,761 | -8.2% | -$81.08万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $866.10万 | 0.22% | 312,672 | 24,722 | 8.6% | $68.48万 | 加仓 |
| BOND | PIMCO ETF TR | $858.63万 | 0.22% | 93,117 | 33,565 | 56.4% | $309.50万 | 加仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $786.63万 | 0.20% | 104,536 | 104,536 | — | $786.63万 | 新建仓 |
| GMUB | GOLDMAN SACHS ETF TR | $748.60万 | 0.19% | 145,529 | 23,356 | 19.1% | $120.14万 | 加仓 |
| IGSB | ISHARES TR | $744.35万 | 0.19% | 142,025 | 142,025 | — | $744.35万 | 新建仓 |
| GLD | SPDR GOLD TR | $722.55万 | 0.18% | 19,614 | -1,174 | -5.6% | -$43.25万 | 减仓 |
| GOOG | ALPHABET INC | $716.64万 | 0.18% | 20,283 | 707 | 3.6% | $24.98万 | 加仓 |
| EMXC | ISHARES INC | $693.73万 | 0.18% | 67,814 | -821 | -1.2% | -$8.40万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $678.09万 | 0.17% | 27,541 | -3,713 | -11.9% | -$91.42万 | 减仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $672.14万 | 0.17% | 88,860 | 1,777 | 2.0% | $13.44万 | 加仓 |
| VDC | VANGUARD WORLD FD | $647.64万 | 0.16% | 28,721 | 15,684 | 120.3% | $353.66万 | 加仓 |
| VO | VANGUARD INDEX FDS | $641.34万 | 0.16% | 79,600 | -2,028 | -2.5% | -$16.34万 | 减仓 |
| PTLC | PACER FDS TR | $639.16万 | 0.16% | 109,708 | -6,058 | -5.2% | -$35.29万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $619.79万 | 0.16% | 84,429 | -8,377 | -9.0% | -$61.50万 | 减仓 |
| HFSI | HARTFORD FDS EXCHANGE TRADED | $615.38万 | 0.16% | 175,023 | 52,881 | 43.3% | $185.93万 | 加仓 |
| COWZ | PACER FDS TR | $605.22万 | 0.15% | 97,302 | -21,937 | -18.4% | -$136.45万 | 减仓 |
| USVM | VICTORY PORTFOLIOS II | $587.64万 | 0.15% | 53,505 | -3,176 | -5.6% | -$34.88万 | 减仓 |
| GOOGL | ALPHABET INC | $579.05万 | 0.15% | 16,203 | 185 | 1.2% | $6.61万 | 加仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $567.64万 | 0.14% | 225,521 | 49,304 | 28.0% | $124.10万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $548.68万 | 0.14% | 193,265 | -3,215 | -1.6% | -$9.13万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $545.37万 | 0.14% | 28,625 | 1 | 0.0% | $191 | 加仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $542.19万 | 0.14% | 112,138 | 112,138 | — | $542.19万 | 新建仓 |
| — | EXXON MOBIL CORP | $535.12万 | 0.14% | 39,140 | -874 | -2.2% | -$11.95万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $531.36万 | 0.13% | 20,922 | 255 | 1.2% | $6.48万 | 加仓 |
| VPU | VANGUARD WORLD FD | $528.29万 | 0.13% | 26,991 | 16,605 | 159.9% | $325.00万 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $524.13万 | 0.13% | 94,319 | 14,154 | 17.7% | $78.65万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $504.02万 | 0.13% | 109,450 | 109,450 | — | $504.02万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $502.66万 | 0.13% | 27,785 | -1,747 | -5.9% | -$31.60万 | 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 |
| BMAR | INNOVATOR ETFS TRUST | $497.33万 | 0.13% | 86,301 | -2,520 | -2.8% | -$14.52万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $495.38万 | 0.13% | 211,339 | 211,339 | — | $495.38万 | 新建仓 |
| SPSB | SPDR SERIES TRUST | $491.71万 | 0.12% | 163,847 | 163,847 | — | $491.71万 | 新建仓 |
| ILCG | ISHARES TR | $488.54万 | 0.12% | 41,748 | -90 | -0.2% | -$1.05万 | 减仓 |
| HMOP | HARTFORD FDS EXCHANGE TRADED | $478.92万 | 0.12% | 122,346 | 20,429 | 20.0% | $79.97万 | 加仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $477.99万 | 0.12% | 51,051 | 51,051 | — | $477.99万 | 新建仓 |
| XLY | SELECT SECTOR SPDR TR | $467.76万 | 0.12% | 39,884 | -2,335 | -5.5% | -$27.38万 | 减仓 |
| HD | HOME DEPOT INC | $449.58万 | 0.11% | 12,747 | -246 | -1.9% | -$8.68万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $447.35万 | 0.11% | 8,781 | -326 | -3.6% | -$16.61万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $446.71万 | 0.11% | 100,702 | 6 | 0.0% | $266 | 加仓 |
| FELC | FIDELITY COVINGTON TRUST | $441.89万 | 0.11% | 105,438 | 17,159 | 19.4% | $71.91万 | 加仓 |
| IWF | ISHARES TR | $440.44万 | 0.11% | 35,471 | 21,763 | 158.8% | $270.23万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $437.99万 | 0.11% | 8,753 | -419 | -4.6% | -$20.97万 | 减仓 |
| IJR | ISHARES TR | $432.97万 | 0.11% | 29,194 | -2,588 | -8.1% | -$38.38万 | 减仓 |
| VAW | VANGUARD WORLD FD | $426.30万 | 0.11% | 18,633 | 15,425 | 480.8% | $352.91万 | 加仓 |
| FFSM | FIDELITY COVINGTON TRUST | $420.68万 | 0.11% | 110,096 | 6,451 | 6.2% | $24.65万 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $419.01万 | 0.11% | 142,520 | 15,321 | 12.0% | $45.04万 | 加仓 |
| SMMD | ISHARES TR | $415.94万 | 0.11% | 45,393 | -254 | -0.6% | -$2.33万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $404.95万 | 0.10% | 31,992 | 4,456 | 16.2% | $56.40万 | 加仓 |
| — | NEOS ETF TRUST | $402.51万 | 0.10% | 73,157 | 13,708 | 23.1% | $75.42万 | 加仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $402.50万 | 0.10% | 97,932 | -197 | -0.2% | -$8,097 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $397.24万 | 0.10% | 66,550 | 5,001 | 8.1% | $29.85万 | 加仓 |