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 |
|---|---|---|---|---|---|---|---|---|
| VB | VANGUARD INDEX FDS | $393.98万 | 0.10% | 12,998 | 556 | 4.5% | $16.85万 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $391.17万 | 0.10% | 85,596 | -834 | -1.0% | -$3.81万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $375.33万 | 0.10% | 17,640 | 297 | 1.7% | $6.32万 | 加仓 |
| IMCG | ISHARES TR | $372.03万 | 0.09% | 37,847 | 37,847 | — | $372.03万 | 新建仓 |
| NYF | ISHARES TR | $367.00万 | 0.09% | 68,083 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD WORLD FD | $360.75万 | 0.09% | 24,029 | 21,084 | 715.9% | $316.54万 | 加仓 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $358.65万 | 0.09% | 328,435 | 81,697 | 33.1% | $89.21万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $346.87万 | 0.09% | 10,597 | 534 | 5.3% | $17.48万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $339.54万 | 0.09% | 41,438 | 15 | 0.0% | $1,229 | 加仓 |
| SPMD | SPDR SERIES TRUST | $334.93万 | 0.09% | 49,576 | -1,477 | -2.9% | -$9.98万 | 减仓 |
| XAR | SPDR SERIES TRUST | $316.04万 | 0.08% | 11,137 | 310 | 2.9% | $8.80万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $308.28万 | 0.08% | 21,023 | -854 | -3.9% | -$12.52万 | 减仓 |
| DE | DEERE & CO | $296.37万 | 0.08% | 4,672 | 1,063 | 29.5% | $67.43万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $295.19万 | 0.07% | 23,096 | 2,441 | 11.8% | $31.20万 | 加仓 |
| ABBV | ABBVIE INC | $290.18万 | 0.07% | 11,531 | -438 | -3.7% | -$11.02万 | 减仓 |
| PEP | PEPSICO INC | $289.51万 | 0.07% | 21,382 | -1,376 | -6.0% | -$18.63万 | 减仓 |
| TSLA | TESLA INC | $282.94万 | 0.07% | 6,727 | 286 | 4.4% | $12.03万 | 加仓 |
| IWB | ISHARES TR | $274.85万 | 0.07% | 6,712 | -2,327 | -25.7% | -$95.29万 | 减仓 |
| ITOT | ISHARES TR | $273.12万 | 0.07% | 16,626 | -4,010 | -19.4% | -$65.87万 | 减仓 |
| IDVO | AMPLIFY ETF TR | $273.09万 | 0.07% | 65,021 | 8,618 | 15.3% | $36.20万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $271.65万 | 0.07% | 28,170 | -3,588 | -11.3% | -$34.60万 | 减仓 |
| IEFA | ISHARES TR | $268.65万 | 0.07% | 27,816 | -7,878 | -22.1% | -$76.09万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $264.65万 | 0.07% | 30,115 | -714 | -2.3% | -$6.27万 | 减仓 |
| CAT | CATERPILLAR INC | $262.56万 | 0.07% | 2,466 | -74 | -2.9% | -$7.88万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $261.32万 | 0.07% | 102,398 | -7,283 | -6.6% | -$18.59万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $257.77万 | 0.07% | 30,152 | -3,184 | -9.6% | -$27.22万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $257.70万 | 0.07% | 44,685 | 36,339 | 435.4% | $209.57万 | 加仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $255.86万 | 0.06% | 37,330 | -714 | -1.9% | -$4.89万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $252.37万 | 0.06% | 34,916 | -2,101 | -5.7% | -$15.19万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $250.80万 | 0.06% | 72,049 | 8,799 | 13.9% | $30.63万 | 加仓 |
| IJK | ISHARES TR | $246.79万 | 0.06% | 21,003 | 0 | 0.0% | — | 不变 |
| — | PACER FDS TR | $245.85万 | 0.06% | 66,128 | -639 | -1.0% | -$2.38万 | 减仓 |
| SO | SOUTHERN CO | $244.18万 | 0.06% | 25,513 | 1,934 | 8.2% | $18.51万 | 加仓 |
| SPGI | S&P GLOBAL INC | $241.95万 | 0.06% | 5,941 | 176 | 3.1% | $7.17万 | 加仓 |
| VV | VANGUARD INDEX FDS | $241.59万 | 0.06% | 7,025 | -391 | -5.3% | -$13.45万 | 减仓 |
| AVGO | BROADCOM INC | $238.40万 | 0.06% | 6,311 | 439 | 7.5% | $16.58万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $237.48万 | 0.06% | 2,057 | 125 | 6.5% | $14.43万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $234.66万 | 0.06% | 5,415 | 190 | 3.6% | $8.23万 | 加仓 |
| META | META PLATFORMS INC | $232.72万 | 0.06% | 4,131 | 53 | 1.3% | $2.99万 | 加仓 |
| LLY | ELI LILLY & CO | $232.43万 | 0.06% | 1,938 | 246 | 14.5% | $29.50万 | 加仓 |
| IVVW | ISHARES TR | $231.86万 | 0.06% | 51,987 | 11,168 | 27.4% | $49.81万 | 加仓 |
| IWM | ISHARES TR | $230.77万 | 0.06% | 7,681 | 297 | 4.0% | $8.92万 | 加仓 |
| EFA | ISHARES TR | $227.55万 | 0.06% | 21,905 | -1,357 | -5.8% | -$14.10万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $226.52万 | 0.06% | 71,436 | 2,637 | 3.8% | $8.36万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $225.15万 | 0.06% | 27,252 | -1,128 | -4.0% | -$9.32万 | 减仓 |
| — | COLUMBIA ETF TR I | $222.59万 | 0.06% | 57,766 | 7,380 | 14.6% | $28.44万 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION | $222.23万 | 0.06% | 24,370 | -2 | -0.0% | -$182 | 减仓 |
| VPLS | VANGUARD MALVERN FDS | $214.61万 | 0.05% | 27,664 | 27,664 | — | $214.61万 | 新建仓 |
| XME | SPDR SERIES TRUST | $210.14万 | 0.05% | 19,652 | -3,842 | -16.4% | -$41.08万 | 减仓 |
| AGG | ISHARES TR | $209.05万 | 0.05% | 21,121 | -2,971 | -12.3% | -$29.41万 | 减仓 |
| AVXC | AMERICAN CENTY ETF TR | $207.12万 | 0.05% | 24,182 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC | $204.95万 | 0.05% | 23,713 | 54 | 0.2% | $4,667 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $203.67万 | 0.05% | 33,139 | 16,788 | 102.7% | $103.18万 | 加仓 |
| KO | COCA COLA CO | $202.94万 | 0.05% | 24,971 | 522 | 2.1% | $4.24万 | 加仓 |
| DGRO | ISHARES TR | $202.85万 | 0.05% | 26,765 | -4,289 | -13.8% | -$32.51万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $202.11万 | 0.05% | 3,479 | -35 | -1.0% | -$2.03万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $199.66万 | 0.05% | 67,841 | 6,278 | 10.2% | $18.48万 | 加仓 |
| RTX | RTX CORPORATION | $197.43万 | 0.05% | 10,406 | -632 | -5.7% | -$11.99万 | 减仓 |
| IDEV | ISHARES TR | $194.06万 | 0.05% | 21,802 | -3,873 | -15.1% | -$34.47万 | 减仓 |
| V | VISA INC | $193.76万 | 0.05% | 5,648 | 74 | 1.3% | $2.54万 | 加仓 |
| QUAL | ISHARES TR | $191.88万 | 0.05% | 8,744 | 405 | 4.9% | $8.89万 | 加仓 |
| IOO | ISHARES TR | $190.54万 | 0.05% | 13,949 | 0 | 0.0% | — | 不变 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $190.42万 | 0.05% | 8,766 | -745 | -7.8% | -$16.18万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $186.80万 | 0.05% | 80,763 | -4,316 | -5.1% | -$9.98万 | 减仓 |
| VCRB | VANGUARD MALVERN FDS | $183.42万 | 0.05% | 23,749 | 3,253 | 15.9% | $25.12万 | 加仓 |
| IWN | ISHARES TR | $179.65万 | 0.05% | 8,121 | -398 | -4.7% | -$8.80万 | 减仓 |
| FLXR | TCW ETF TRUST | $179.34万 | 0.05% | 45,737 | 15,781 | 52.7% | $61.88万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $178.38万 | 0.05% | 6,343 | -239 | -3.6% | -$6.72万 | 减仓 |
| MO | ALTRIA GROUP INC | $177.34万 | 0.05% | 24,648 | 1,611 | 7.0% | $11.59万 | 加仓 |
| MCD | MCDONALDS CORP | $175.21万 | 0.04% | 6,482 | -481 | -6.9% | -$13.00万 | 减仓 |
| VHT | VANGUARD WORLD FD | $174.81万 | 0.04% | 5,846 | -14,922 | -71.9% | -$446.21万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $174.42万 | 0.04% | 32,841 | -3,897 | -10.6% | -$20.70万 | 减仓 |
| KORP | AMERICAN CENTY ETF TR | $171.55万 | 0.04% | 36,617 | -26,544 | -42.0% | -$124.36万 | 减仓 |
| USMV | ISHARES TR | $171.50万 | 0.04% | 17,779 | -146 | -0.8% | -$1.41万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $169.08万 | 0.04% | 24,862 | 1,381 | 5.9% | $9.39万 | 加仓 |
| CSCO | CISCO SYS INC | $165.59万 | 0.04% | 14,098 | 1,604 | 12.8% | $18.84万 | 加仓 |
| SOXX | ISHARES TR | $161.79万 | 0.04% | 2,525 | -94 | -3.6% | -$6.02万 | 减仓 |
| IWV | ISHARES TR | $160.98万 | 0.04% | 3,775 | 0 | 0.0% | — | 不变 |
| CEF | SPROTT ASSET MANAGEMENT LP | $158.45万 | 0.04% | 39,386 | 0 | 0.0% | — | 不变 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $157.71万 | 0.04% | 758 | 307 | 68.1% | $63.88万 | 加仓 |
| CVX | CHEVRON CORPORATION | $155.92万 | 0.04% | 9,407 | 305 | 3.4% | $5.06万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $153.78万 | 0.04% | 27,227 | -981 | -3.5% | -$5.54万 | 减仓 |
| SHEL | SHELL PLC | $153.63万 | 0.04% | 19,813 | 9 | 0.0% | $698 | 加仓 |
| IJH | ISHARES TR | $153.09万 | 0.04% | 19,854 | 5 | 0.0% | $386 | 加仓 |
| LOW | LOWES COS INC | $146.95万 | 0.04% | 6,665 | 2,096 | 45.9% | $46.21万 | 加仓 |
| URTH | ISHARES INC | $145.68万 | 0.04% | 7,189 | -38 | -0.5% | -$7,700 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $145.58万 | 0.04% | 15,778 | -1,137 | -6.7% | -$10.49万 | 减仓 |
| QTUM | ETF SER SOLUTIONS | $145.39万 | 0.04% | 8,791 | 8,791 | — | $145.39万 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $144.91万 | 0.04% | 9,918 | -1,362 | -12.1% | -$19.90万 | 减仓 |
| IAU | ISHARES GOLD TR | $143.70万 | 0.04% | 19,030 | 14,782 | 348.0% | $111.62万 | 加仓 |
| — | NEOS ETF TRUST | $141.42万 | 0.04% | 52,650 | 13,585 | 34.8% | $36.49万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $140.55万 | 0.04% | 28,521 | 2,664 | 10.3% | $13.13万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $140.43万 | 0.04% | 3,840 | -120 | -3.0% | -$4.39万 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $140.41万 | 0.04% | 28,856 | 11,065 | 62.2% | $53.84万 | 加仓 |
| COP | CONOCOPHILLIPS | $138.29万 | 0.04% | 13,302 | -391 | -2.9% | -$4.06万 | 减仓 |
| FNCL | FIDELITY COVINGTON TRUST | $138.23万 | 0.04% | 18,055 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $137.52万 | 0.03% | 11,787 | -896 | -7.1% | -$10.45万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $137.01万 | 0.03% | 5,564 | -267 | -4.6% | -$6.57万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $136.90万 | 0.03% | 32,335 | 2,520 | 8.5% | $10.67万 | 加仓 |
| BILS | SPDR SERIES TRUST | $136.18万 | 0.03% | 13,703 | -2,299 | -14.4% | -$22.85万 | 减仓 |