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 |
|---|---|---|---|---|---|---|---|---|
| BSV | VANGUARD BD INDEX FDS | $106.55万 | 0.03% | 13,588 | -4,153 | -23.4% | -$32.56万 | 减仓 |
| SDY | SPDR SERIES TRUST | $105.27万 | 0.03% | 7,213 | -87 | -1.2% | -$1.27万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $104.81万 | 0.03% | 21,229 | 3,333 | 18.6% | $16.46万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $104.29万 | 0.03% | 33,687 | 6,569 | 24.2% | $20.34万 | 加仓 |
| IWR | ISHARES TR | $103.80万 | 0.03% | 10,676 | 2,298 | 27.4% | $22.34万 | 加仓 |
| OKE | ONEOK INC NEW | $102.54万 | 0.03% | 11,344 | -811 | -6.7% | -$7.33万 | 减仓 |
| FXR | FIRST TR EXCHANGE-TRADED FD | $102.51万 | 0.03% | 12,558 | -236 | -1.8% | -$1.93万 | 减仓 |
| VTEI | VANGUARD MUN BD FDS | $101.14万 | 0.03% | 10,120 | -99 | -1.0% | -$9,894 | 减仓 |
| CSCO | CISCO SYS INC | $96.94万 | 0.03% | 12,494 | -9,605 | -43.5% | -$74.52万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $95.03万 | 0.03% | 1,393 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $94.30万 | 0.03% | 9,631 | 24 | 0.2% | $2,350 | 加仓 |
| DVY | ISHARES TR | $93.16万 | 0.03% | 6,153 | 678 | 12.4% | $10.27万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $90.78万 | 0.03% | 16,351 | 16,351 | — | $90.78万 | 新建仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $90.38万 | 0.03% | 17,791 | 17,791 | — | $90.38万 | 新建仓 |
| IYZ | ISHARES TR | $89.84万 | 0.03% | 22,849 | 1,706 | 8.1% | $6.71万 | 加仓 |
| FHLC | FIDELITY COVINGTON TRUST | $89.64万 | 0.03% | 12,740 | -278 | -2.1% | -$1.96万 | 减仓 |
| TMSL | T ROWE PRICE ETF INC | $88.39万 | 0.03% | 24,103 | 7,100 | 41.8% | $26.04万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $88.37万 | 0.03% | 17,713 | 3,686 | 26.3% | $18.39万 | 加仓 |
| CDX | SIMPLIFY EXCHANGE TRADED FUN | $87.87万 | 0.03% | 41,177 | 55 | 0.1% | $1,174 | 加仓 |
| MRK | MERCK & CO INC | $87.08万 | 0.03% | 7,239 | 916 | 14.5% | $11.02万 | 加仓 |
| SOXX | ISHARES TR | $86.08万 | 0.03% | 2,619 | -1,178 | -31.0% | -$38.72万 | 减仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $85.73万 | 0.03% | 18,941 | 0 | 0.0% | — | 不变 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $85.00万 | 0.03% | 451 | 2 | 0.4% | $3,769 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $84.91万 | 0.03% | 11,306 | 3,644 | 47.6% | $27.37万 | 加仓 |
| PMAR | INNOVATOR ETFS TRUST | $84.23万 | 0.03% | 18,877 | 0 | 0.0% | — | 不变 |
| WTTR | SELECT WATER SOLUTIONS INC | $83.70万 | 0.03% | 54,703 | 260 | 0.5% | $3,978 | 加仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $82.60万 | 0.03% | 11,987 | 296 | 2.5% | $2.04万 | 加仓 |
| VFH | VANGUARD WORLD FD | $82.35万 | 0.03% | 6,816 | -1,505 | -18.1% | -$18.18万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $81.32万 | 0.03% | 20,669 | 0 | 0.0% | — | 不变 |
| RUSHA | RUSH ENTERPRISES INC | $79.92万 | 0.02% | 12,089 | 57 | 0.5% | $3,768 | 加仓 |
| T | AT&T INC | $77.39万 | 0.02% | 26,697 | 6,015 | 29.1% | $17.44万 | 加仓 |
| BNS | BANK NOVA SCOTIA B C | $76.19万 | 0.02% | 10,993 | 5 | 0.0% | $347 | 加仓 |
| JVAL | J P MORGAN EXCHANGE TRADED F | $75.44万 | 0.02% | 15,440 | -1,024 | -6.2% | -$5.00万 | 减仓 |
| VIS | VANGUARD WORLD FD | $75.31万 | 0.02% | 2,412 | -13,305 | -84.7% | -$415.41万 | 减仓 |
| BAC | BANK AMERICA CORP | $75.02万 | 0.02% | 15,388 | 273 | 1.8% | $1.33万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $74.87万 | 0.02% | 5,413 | 2,164 | 66.6% | $29.93万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $73.96万 | 0.02% | 5,307 | 81 | 1.5% | $1.13万 | 加仓 |
| XSOE | WISDOMTREE TR | $73.94万 | 0.02% | 18,440 | 18,440 | — | $73.94万 | 新建仓 |
| PPL | PPL CORP | $73.80万 | 0.02% | 19,319 | -592 | -3.0% | -$2.26万 | 减仓 |
| VAW | VANGUARD WORLD FD | $72.30万 | 0.02% | 3,208 | 1,241 | 63.1% | $27.97万 | 加仓 |
| FHB | FIRST HAWAIIAN INC | $71.74万 | 0.02% | 29,115 | 3 | 0.0% | $74 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $71.49万 | 0.02% | 3,514 | -1,439 | -29.1% | -$29.28万 | 减仓 |
| SHY | ISHARES TR | $69.55万 | 0.02% | 8,424 | 4,423 | 110.5% | $36.52万 | 加仓 |
| IWD | ISHARES TR | $69.21万 | 0.02% | 3,239 | 460 | 16.6% | $9.83万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $68.77万 | 0.02% | 8,343 | 192 | 2.4% | $1.58万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $68.38万 | 0.02% | 2,261 | 349 | 18.3% | $10.56万 | 加仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $68.15万 | 0.02% | 6,878 | 801 | 13.2% | $7.94万 | 加仓 |
| CRM | SALESFORCE INC | $67.85万 | 0.02% | 3,635 | 512 | 16.4% | $9.56万 | 加仓 |
| HDV | ISHARES TR | $67.57万 | 0.02% | 4,979 | 2,626 | 111.6% | $35.64万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $67.38万 | 0.02% | 2,490 | 315 | 14.5% | $8.52万 | 加仓 |
| PAUG | INNOVATOR ETFS TRUST | $66.91万 | 0.02% | 15,663 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $66.41万 | 0.02% | 5,409 | 5,409 | — | $66.41万 | 新建仓 |
| AAXJ | ISHARES TR | $66.39万 | 0.02% | 6,895 | 116 | 1.7% | $1.12万 | 加仓 |
| CR | CRANE COMPANY | $66.29万 | 0.02% | 3,877 | 1 | 0.0% | $171 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $65.57万 | 0.02% | 775 | 185 | 31.4% | $15.65万 | 加仓 |
| AMLP | ALPS ETF TR | $65.33万 | 0.02% | 12,412 | -54,928 | -81.6% | -$289.13万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $65.28万 | 0.02% | 1,932 | -4 | -0.2% | -$1,352 | 减仓 |
| IYE | ISHARES TR | $65.07万 | 0.02% | 10,047 | -804 | -7.4% | -$5.21万 | 减仓 |
| JSI | JANUS DETROIT STR TR | $64.78万 | 0.02% | 12,566 | -20,913 | -62.5% | -$107.81万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $64.27万 | 0.02% | 6,920 | -630 | -8.3% | -$5.85万 | 减仓 |
| IYF | ISHARES TR | $64.12万 | 0.02% | 5,450 | 793 | 17.0% | $9.33万 | 加仓 |
| MS | MORGAN STANLEY | $63.59万 | 0.02% | 3,864 | -257 | -6.2% | -$4.23万 | 减仓 |
| — | ETF SER SOLUTIONS | $63.45万 | 0.02% | 6,737 | 6,737 | — | $63.45万 | 新建仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $63.07万 | 0.02% | 10,062 | 5,745 | 133.1% | $36.01万 | 加仓 |
| PSX | PHILLIPS 66 | $62.53万 | 0.02% | 3,432 | 1,025 | 42.6% | $18.67万 | 加仓 |
| — | HONEYWELL INTL INC | $62.52万 | 0.02% | 2,766 | 44 | 1.6% | $9,946 | 加仓 |
| FXD | FIRST TR EXCHANGE-TRADED FD | $61.95万 | 0.02% | 9,677 | -283 | -2.8% | -$1.81万 | 减仓 |
| IBRX | IMMUNITYBIO INC | $61.68万 | 0.02% | 80,422 | 80,422 | — | $61.68万 | 新建仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $61.25万 | 0.02% | 15,534 | 1,864 | 13.6% | $7.35万 | 加仓 |
| HIMU | BLACKROCK ETF TRUST II | $60.09万 | 0.02% | 12,525 | 0 | 0.0% | — | 不变 |
| HYMB | SPDR SERIES TRUST | $59.72万 | 0.02% | 24,081 | 24,081 | — | $59.72万 | 新建仓 |
| APH | AMPHENOL CORP | $59.03万 | 0.02% | 4,672 | -1,469 | -23.9% | -$18.56万 | 减仓 |
| IYW | ISHARES TR | $58.25万 | 0.02% | 3,211 | -1,837 | -36.4% | -$33.32万 | 减仓 |
| PTNQ | PACER FDS TR | $57.19万 | 0.02% | 7,839 | 7,839 | — | $57.19万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $57.02万 | 0.02% | 1,141 | 107 | 10.3% | $5.35万 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $56.79万 | 0.02% | 1,888 | -69 | -3.5% | -$2.08万 | 减仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $56.37万 | 0.02% | 1,910 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $55.84万 | 0.02% | 5,794 | 493 | 9.3% | $4.75万 | 加仓 |
| NLR | VANECK ETF TRUST | $55.74万 | 0.02% | 4,185 | 4,185 | — | $55.74万 | 新建仓 |
| BMAY | INNOVATOR ETFS TRUST | $55.71万 | 0.02% | 12,415 | 0 | 0.0% | — | 不变 |
| BOTZ | GLOBAL X FDS | $55.40万 | 0.02% | 16,677 | -642 | -3.7% | -$2.13万 | 减仓 |
| — | INVESCO VALUE MUN INCOME TR | $55.39万 | 0.02% | 45,552 | 45,552 | — | $55.39万 | 新建仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $55.17万 | 0.02% | 2,824 | -139 | -4.7% | -$2.72万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $54.71万 | 0.02% | 8,013 | 138 | 1.8% | $9,423 | 加仓 |
| SCZ | ISHARES TR | $53.62万 | 0.02% | 6,838 | -2,106 | -23.5% | -$16.51万 | 减仓 |
| FE | FIRSTENERGY CORP | $53.30万 | 0.02% | 10,521 | -642 | -5.8% | -$3.25万 | 减仓 |
| EEM | ISHARES TR | $52.66万 | 0.02% | 9,273 | 5,261 | 131.1% | $29.88万 | 加仓 |
| SYY | SYSCO CORP | $52.44万 | 0.02% | 7,352 | -385 | -5.0% | -$2.75万 | 减仓 |
| MELI | MERCADOLIBRE INC | $52.04万 | 0.02% | 301 | 301 | — | $52.04万 | 新建仓 |
| SCHA | SCHWAB STRATEGIC TR | $51.72万 | 0.02% | 17,785 | -393 | -2.2% | -$1.14万 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $51.56万 | 0.02% | 8,445 | 76 | 0.9% | $4,640 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $51.45万 | 0.02% | 1,318 | -3,023 | -69.6% | -$118.00万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $51.36万 | 0.02% | 11,251 | 179 | 1.6% | $8,171 | 加仓 |
| CAM | AB ACTIVE ETFS INC | $51.27万 | 0.02% | 20,535 | 20,535 | — | $51.27万 | 新建仓 |
| FNDB | SCHWAB STRATEGIC TR | $51.10万 | 0.02% | 18,787 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD WORLD FD | $50.96万 | 0.02% | 2,945 | -60 | -2.0% | -$1.04万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $50.24万 | 0.02% | 10,090 | -781 | -7.2% | -$3.89万 | 减仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $49.93万 | 0.02% | 11,437 | 11,437 | — | $49.93万 | 新建仓 |
| FTNT | FORTINET INC | $49.47万 | 0.02% | 6,054 | 598 | 11.0% | $4.89万 | 加仓 |
| IVE | ISHARES TR | $49.34万 | 0.02% | 2,337 | 1,288 | 122.8% | $27.19万 | 加仓 |