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 |
|---|---|---|---|---|---|---|---|---|
| DFUS | DIMENSIONAL ETF TRUST | $293.73万 | 0.09% | 41,423 | -1,773 | -4.1% | -$12.57万 | 减仓 |
| VDC | VANGUARD WORLD FD | $292.80万 | 0.09% | 13,037 | 708 | 5.7% | $15.90万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $281.70万 | 0.09% | 31,758 | -1,922 | -5.7% | -$17.05万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $281.00万 | 0.09% | 109,681 | 109,681 | — | $281.00万 | 新建仓 |
| XAR | SPDR SERIES TRUST | $274.97万 | 0.09% | 10,827 | 2,313 | 27.2% | $58.74万 | 加仓 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $271.91万 | 0.08% | 246,738 | -40,817 | -14.2% | -$44.98万 | 减仓 |
| EXE | EXPAND ENERGY CORPORATION | $267.56万 | 0.08% | 24,372 | 24,372 | — | $267.56万 | 新建仓 |
| ABBV | ABBVIE INC | $260.31万 | 0.08% | 11,969 | 537 | 4.7% | $11.68万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $257.06万 | 0.08% | 33,336 | 1,594 | 5.0% | $12.29万 | 加仓 |
| XME | SPDR SERIES TRUST | $253.76万 | 0.08% | 23,494 | 23,494 | — | $253.76万 | 新建仓 |
| HOLA | J P MORGAN EXCHANGE TRADED F | $253.19万 | 0.08% | 48,135 | 48,135 | — | $253.19万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $245.19万 | 0.08% | 5,765 | 17 | 0.3% | $7,230 | 加仓 |
| TSLA | TESLA INC | $239.45万 | 0.07% | 6,441 | 613 | 10.5% | $22.79万 | 加仓 |
| AGG | ISHARES TR | $239.16万 | 0.07% | 24,092 | 17,452 | 262.8% | $173.25万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $235.96万 | 0.07% | 30,829 | -5,224 | -14.5% | -$39.98万 | 减仓 |
| META | META PLATFORMS INC | $233.33万 | 0.07% | 4,078 | 538 | 15.2% | $30.78万 | 加仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $228.72万 | 0.07% | 38,044 | -3,378 | -8.2% | -$20.31万 | 减仓 |
| IDVO | AMPLIFY ETF TR | $228.26万 | 0.07% | 56,403 | 56,403 | — | $228.26万 | 新建仓 |
| SO | SOUTHERN CO | $227.59万 | 0.07% | 23,579 | -33 | -0.1% | -$3,185 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $226.99万 | 0.07% | 37,017 | -197 | -0.5% | -$1.21万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $226.56万 | 0.07% | 20,655 | 4,630 | 28.9% | $50.79万 | 加仓 |
| EFA | ISHARES TR | $225.94万 | 0.07% | 23,262 | -3,080 | -11.7% | -$29.92万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $225.06万 | 0.07% | 36,738 | 6,161 | 20.1% | $37.74万 | 加仓 |
| VV | VANGUARD INDEX FDS | $221.63万 | 0.07% | 7,416 | 7,416 | — | $221.63万 | 新建仓 |
| — | PACER FDS TR | $220.61万 | 0.07% | 66,767 | 66,767 | — | $220.61万 | 新建仓 |
| DGRO | ISHARES TR | $217.94万 | 0.07% | 31,054 | -3,121 | -9.1% | -$21.90万 | 减仓 |
| MCD | MCDONALDS CORP | $216.41万 | 0.07% | 6,963 | 764 | 12.3% | $23.75万 | 加仓 |
| IDEV | ISHARES TR | $214.56万 | 0.07% | 25,675 | -661 | -2.5% | -$5.52万 | 减仓 |
| RTX | RTX CORPORATION | $212.92万 | 0.07% | 11,038 | 329 | 3.1% | $6.35万 | 加仓 |
| IJK | ISHARES TR | $211.33万 | 0.07% | 21,003 | -2,282 | -9.8% | -$22.96万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $211.07万 | 0.07% | 68,799 | -5,249 | -7.1% | -$16.10万 | 减仓 |
| VPU | VANGUARD WORLD FD | $205.78万 | 0.06% | 10,386 | -122 | -1.2% | -$2.42万 | 减仓 |
| DE | DEERE & CO | $203.31万 | 0.06% | 3,609 | -70 | -1.9% | -$3.94万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $197.55万 | 0.06% | 85,079 | -266 | -0.3% | -$6,177 | 减仓 |
| — | COLUMBIA ETF TR I | $196.72万 | 0.06% | 50,386 | 50,386 | — | $196.72万 | 新建仓 |
| EVRG | EVERGY INC | $193.81万 | 0.06% | 23,659 | 137 | 0.6% | $1.12万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $192.91万 | 0.06% | 63,250 | -2,532 | -3.8% | -$7.72万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $192.83万 | 0.06% | 4,730 | 118 | 2.6% | $4.81万 | 加仓 |
| CVX | CHEVRON CORPORATION | $188.32万 | 0.06% | 9,102 | 3,165 | 53.3% | $65.48万 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $187.95万 | 0.06% | 39,386 | 39,386 | — | $187.95万 | 新建仓 |
| KO | COCA COLA CO | $185.93万 | 0.06% | 24,449 | 374 | 1.6% | $2.84万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $185.52万 | 0.06% | 12,683 | -151 | -1.2% | -$2.21万 | 减仓 |
| SHEL | SHELL PLC | $184.17万 | 0.06% | 19,804 | 19,804 | — | $184.17万 | 新建仓 |
| IWM | ISHARES TR | $183.12万 | 0.06% | 7,384 | 1,389 | 23.2% | $34.45万 | 加仓 |
| AVGO | BROADCOM INC | $181.75万 | 0.06% | 5,872 | -275 | -4.5% | -$8.51万 | 减仓 |
| COP | CONOCOPHILLIPS | $180.74万 | 0.06% | 13,693 | -209 | -1.5% | -$2.76万 | 减仓 |
| CAT | CATERPILLAR INC | $179.95万 | 0.06% | 2,540 | 257 | 11.3% | $18.21万 | 加仓 |
| IVVW | ISHARES TR | $178.22万 | 0.06% | 40,819 | -615 | -1.5% | -$2.69万 | 减仓 |
| IOO | ISHARES TR | $168.74万 | 0.05% | 13,949 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $168.47万 | 0.05% | 5,574 | 1,044 | 23.0% | $31.55万 | 加仓 |
| USMV | ISHARES TR | $166.24万 | 0.05% | 17,925 | -38 | -0.2% | -$3,524 | 减仓 |
| AVXC | AMERICAN CENTY ETF TR | $163.54万 | 0.05% | 24,182 | -557 | -2.3% | -$3.77万 | 减仓 |
| FEZ | SPDR INDEX SHS FDS | $161.78万 | 0.05% | 26,060 | 190 | 0.7% | $1.18万 | 加仓 |
| IWN | ISHARES TR | $161.52万 | 0.05% | 8,519 | 193 | 2.3% | $3.66万 | 加仓 |
| QUAL | ISHARES TR | $159.96万 | 0.05% | 8,339 | 149 | 1.8% | $2.86万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $159.88万 | 0.05% | 28,208 | -59,500 | -67.8% | -$337.24万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $159.55万 | 0.05% | 6,582 | -574 | -8.0% | -$13.91万 | 减仓 |
| BILS | SPDR SERIES TRUST | $159.12万 | 0.05% | 16,002 | -2,850 | -15.1% | -$28.34万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $158.96万 | 0.05% | 16,915 | 520 | 3.2% | $4.89万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $158.60万 | 0.05% | 20,496 | 2,582 | 14.4% | $19.98万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $157.85万 | 0.05% | 61,563 | 17,925 | 41.1% | $45.96万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $155.97万 | 0.05% | 31,225 | -8,418 | -21.2% | -$42.05万 | 减仓 |
| LLY | ELI LILLY & CO | $155.62万 | 0.05% | 1,692 | -132 | -7.2% | -$12.14万 | 减仓 |
| SLV | ISHARES SILVER TR | $152.53万 | 0.05% | 22,385 | 7,068 | 46.1% | $48.16万 | 加仓 |
| MO | ALTRIA GROUP INC | $152.02万 | 0.05% | 23,037 | 2,805 | 13.9% | $18.51万 | 加仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $151.11万 | 0.05% | 9,511 | 62 | 0.7% | $9,850 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $149.67万 | 0.05% | 29,815 | 2,359 | 8.6% | $11.84万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $147.71万 | 0.05% | 11,280 | 31 | 0.3% | $4,059 | 加仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $147.69万 | 0.05% | 31,537 | 0 | 0.0% | — | 不变 |
| RGLD | ROYAL GOLD INC | $146.77万 | 0.05% | 5,767 | 1 | 0.0% | $254 | 加仓 |
| IWF | ISHARES TR | $146.14万 | 0.05% | 3,427 | 416 | 13.8% | $17.74万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $143.85万 | 0.04% | 6,622 | 1,954 | 41.9% | $42.45万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $143.69万 | 0.04% | 30,520 | -903 | -2.9% | -$4.25万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $141.75万 | 0.04% | 12,786 | 281 | 2.2% | $3.12万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $141.66万 | 0.04% | 13,798 | -327 | -2.3% | -$3.36万 | 减仓 |
| IWV | ISHARES TR | $139.92万 | 0.04% | 3,775 | 64 | 1.7% | $2.37万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $137.27万 | 0.04% | 25,973 | -471 | -1.8% | -$2.49万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $136.61万 | 0.04% | 23,481 | -347 | -1.5% | -$2.02万 | 减仓 |
| IJH | ISHARES TR | $134.04万 | 0.04% | 19,849 | 4,167 | 26.6% | $28.14万 | 加仓 |
| IMCV | ISHARES TR | $133.88万 | 0.04% | 15,790 | -521 | -3.2% | -$4.42万 | 减仓 |
| URTH | ISHARES INC | $130.10万 | 0.04% | 7,227 | -9 | -0.1% | -$1,620 | 减仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $129.43万 | 0.04% | 16,066 | 16,066 | — | $129.43万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $128.63万 | 0.04% | 7,953 | 102 | 1.3% | $1.65万 | 加仓 |
| — | NEOS ETF TRUST | $128.05万 | 0.04% | 39,065 | 9,386 | 31.6% | $30.77万 | 加仓 |
| FNCL | FIDELITY COVINGTON TRUST | $126.75万 | 0.04% | 18,055 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $123.43万 | 0.04% | 5,372 | 107 | 2.0% | $2.46万 | 加仓 |
| MUB | ISHARES TR | $123.12万 | 0.04% | 11,599 | 11,599 | — | $123.12万 | 新建仓 |
| SEI | SOLARIS ENERGY INFRAS INC | $121.49万 | 0.04% | 21,498 | 40 | 0.2% | $2,260 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $121.34万 | 0.04% | 5,831 | -48 | -0.8% | -$9,988 | 减仓 |
| AMGN | AMGEN INC | $119.72万 | 0.04% | 3,403 | 212 | 6.6% | $7.46万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $119.71万 | 0.04% | 3,960 | 130 | 3.4% | $3.93万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $119.02万 | 0.04% | 5,721 | 840 | 17.2% | $17.48万 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC | $117.87万 | 0.04% | 7,579 | 26 | 0.3% | $4,044 | 加仓 |
| FLXR | TCW ETF TRUST | $117.64万 | 0.04% | 29,956 | 29,956 | — | $117.64万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $116.95万 | 0.04% | 7,977 | -103 | -1.3% | -$1.51万 | 减仓 |
| SBUX | STARBUCKS CORP | $115.62万 | 0.04% | 12,906 | 567 | 4.6% | $5.08万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $111.64万 | 0.03% | 5,225 | 3,391 | 184.9% | $72.46万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $110.00万 | 0.03% | 25,857 | 17,247 | 200.3% | $73.37万 | 加仓 |
| LOW | LOWES COS INC | $107.97万 | 0.03% | 4,569 | -46 | -1.0% | -$1.09万 | 减仓 |
| NFLX | NETFLIX INC. | $107.09万 | 0.03% | 11,138 | -12,470 | -52.8% | -$119.90万 | 减仓 |