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 |
|---|---|---|---|---|---|---|---|---|
| AMGN | AMGEN INC | $134.05万 | 0.03% | 3,702 | 299 | 8.8% | $10.83万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $132.98万 | 0.03% | 28,329 | -2,191 | -7.2% | -$10.28万 | 减仓 |
| SBUX | STARBUCKS CORP | $131.57万 | 0.03% | 12,875 | -31 | -0.2% | -$3,168 | 减仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $129.23万 | 0.03% | 27,573 | -3,964 | -12.6% | -$18.58万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $126.78万 | 0.03% | 6,845 | -1,108 | -13.9% | -$20.52万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $126.40万 | 0.03% | 23,763 | -2,210 | -8.5% | -$11.75万 | 减仓 |
| HOLA | J P MORGAN EXCHANGE TRADED F | $124.76万 | 0.03% | 22,531 | -25,604 | -53.2% | -$141.77万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $124.20万 | 0.03% | 33,687 | 0 | 0.0% | — | 不变 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $122.17万 | 0.03% | 18,941 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $120.22万 | 0.03% | 5,394 | 22 | 0.4% | $4,903 | 加仓 |
| IYW | ISHARES TR | $119.46万 | 0.03% | 4,736 | 1,525 | 47.5% | $38.47万 | 加仓 |
| SEI | SOLARIS ENERGY INFRAS INC | $118.37万 | 0.03% | 14,711 | -6,787 | -31.6% | -$54.61万 | 减仓 |
| MUB | ISHARES TR | $115.85万 | 0.03% | 10,765 | -834 | -7.2% | -$8.98万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $115.84万 | 0.03% | 4,056 | -1,665 | -29.1% | -$47.55万 | 减仓 |
| RGLD | ROYAL GOLD INC | $115.12万 | 0.03% | 5,767 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $114.79万 | 0.03% | 21,468 | -917 | -4.1% | -$4.90万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $114.60万 | 0.03% | 9,631 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $114.35万 | 0.03% | 10,365 | -311 | -2.9% | -$3.43万 | 减仓 |
| CDX | SIMPLIFY EXCHANGE TRADED FUN | $113.24万 | 0.03% | 53,616 | 12,439 | 30.2% | $26.27万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $112.97万 | 0.03% | 2,718 | 228 | 9.2% | $9.48万 | 加仓 |
| WTTR | SELECT WATER SOLUTIONS INC | $109.72万 | 0.03% | 54,917 | 214 | 0.4% | $4,276 | 加仓 |
| IYZ | ISHARES TR | $109.36万 | 0.03% | 25,848 | 2,999 | 13.1% | $12.69万 | 加仓 |
| VOX | VANGUARD WORLD FD | $109.36万 | 0.03% | 5,945 | -23,423 | -79.8% | -$430.87万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $107.00万 | 0.03% | 11,791 | -2,007 | -14.5% | -$18.21万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $106.48万 | 0.03% | 13,668 | 80 | 0.6% | $6,233 | 加仓 |
| — | ETF SER SOLUTIONS | $106.24万 | 0.03% | 11,362 | 4,625 | 68.7% | $43.25万 | 加仓 |
| TMSL | T ROWE PRICE EXCHANGE-TRADED | $105.69万 | 0.03% | 24,103 | 0 | 0.0% | — | 不变 |
| FTSD | FRANKLIN ETF TR | $105.21万 | 0.03% | 11,624 | 11,624 | — | $105.21万 | 新建仓 |
| JVAL | J P MORGAN EXCHANGE TRADED F | $104.58万 | 0.03% | 17,835 | 2,395 | 15.5% | $14.04万 | 加仓 |
| SDY | SPDR SERIES TRUST | $102.76万 | 0.03% | 6,752 | -461 | -6.4% | -$7.02万 | 减仓 |
| VTEI | VANGUARD MUN BD FDS | $102.18万 | 0.03% | 10,120 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $101.97万 | 0.03% | 6,427 | -1,550 | -19.4% | -$24.59万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $100.95万 | 0.03% | 20,098 | -11,127 | -35.6% | -$55.89万 | 减仓 |
| XSOE | WISDOMTREE TR | $98.18万 | 0.02% | 19,964 | 1,524 | 8.3% | $7.50万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $98.01万 | 0.02% | 1,284 | -34 | -2.6% | -$2.60万 | 减仓 |
| FHLC | FIDELITY COVINGTON TRUST | $96.14万 | 0.02% | 12,445 | -295 | -2.3% | -$2.28万 | 减仓 |
| BNS | BANK NOVA SCOTIA B C | $95.96万 | 0.02% | 11,050 | 57 | 0.5% | $4,950 | 加仓 |
| ANET | ARISTA NETWORKS INC | $95.83万 | 0.02% | 5,641 | 232 | 4.3% | $3.94万 | 加仓 |
| OKE | ONEOK INC NEW | $95.40万 | 0.02% | 10,974 | -370 | -3.3% | -$3.22万 | 减仓 |
| VIS | VANGUARD WORLD FD | $94.82万 | 0.02% | 2,631 | 219 | 9.1% | $7.89万 | 加仓 |
| BAC | BANK OF AMER CORP | $94.55万 | 0.02% | 16,593 | 1,205 | 7.8% | $6.87万 | 加仓 |
| VCRM | VANGUARD MUN BD FDS | $94.39万 | 0.02% | 12,355 | 8,094 | 190.0% | $61.84万 | 加仓 |
| FTNT | FORTINET INC | $93.98万 | 0.02% | 6,118 | 64 | 1.1% | $9,832 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $93.96万 | 0.02% | 17,526 | -3,703 | -17.4% | -$19.85万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $91.87万 | 0.02% | 10,970 | -336 | -3.0% | -$2.81万 | 减仓 |
| IMCV | ISHARES TR | $91.83万 | 0.02% | 10,049 | -5,741 | -36.4% | -$52.46万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $90.84万 | 0.02% | 5,788 | 375 | 6.9% | $5.89万 | 加仓 |
| DVY | ISHARES TR | $90.54万 | 0.02% | 5,793 | -360 | -5.9% | -$5.63万 | 减仓 |
| PMAR | INNOVATOR ETFS TRUST | $90.18万 | 0.02% | 18,877 | 0 | 0.0% | — | 不变 |
| RUSHA | RUSH ENTERPRISES INC | $89.90万 | 0.02% | 12,317 | 228 | 1.9% | $1.66万 | 加仓 |
| — | VIRTUS ETF TR II | $89.77万 | 0.02% | 37,142 | 37,142 | — | $89.77万 | 新建仓 |
| GLW | CORNING INC | $88.94万 | 0.02% | 3,482 | 13 | 0.4% | $3,321 | 加仓 |
| MRK | MERCK & CO INC | $88.81万 | 0.02% | 6,911 | -328 | -4.5% | -$4.21万 | 减仓 |
| APH | AMPHENOL CORP | $88.08万 | 0.02% | 4,995 | 323 | 6.9% | $5.70万 | 加仓 |
| AMAT | APPLIED MATLS INC | $87.11万 | 0.02% | 1,205 | 118 | 10.9% | $8.53万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $86.99万 | 0.02% | 20,669 | 0 | 0.0% | — | 不变 |
| CR | CRANE COMPANY | $86.46万 | 0.02% | 3,876 | -1 | -0.0% | -$223 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $84.51万 | 0.02% | 2,386 | 992 | 71.2% | $35.14万 | 加仓 |
| FHB | FIRST HAWAIIAN INC | $84.45万 | 0.02% | 28,822 | -293 | -1.0% | -$8,585 | 减仓 |
| MS | MORGAN STANLEY | $82.94万 | 0.02% | 3,968 | 104 | 2.7% | $2.17万 | 加仓 |
| NFLX | NETFLIX INC. | $81.79万 | 0.02% | 11,456 | 318 | 2.9% | $2.27万 | 加仓 |
| QCOM | QUALCOMM INC | $77.93万 | 0.02% | 4,217 | 1,288 | 44.0% | $23.80万 | 加仓 |
| IWD | ISHARES TR | $75.82万 | 0.02% | 3,128 | -111 | -3.4% | -$2.69万 | 减仓 |
| ESGU | ISHARES TR | $74.35万 | 0.02% | 4,543 | 4,543 | — | $74.35万 | 新建仓 |
| INTC | INTEL CORP | $74.28万 | 0.02% | 5,320 | -1,201 | -18.4% | -$16.77万 | 重新持有 |
| AAXJ | ISHARES TR | $73.26万 | 0.02% | 6,139 | -756 | -11.0% | -$9.02万 | 减仓 |
| IBRX | IMMUNITYBIO INC | $72.44万 | 0.02% | 82,742 | 2,320 | 2.9% | $2.03万 | 加仓 |
| IGV | ISHARES TR | $71.90万 | 0.02% | 7,936 | 1,993 | 33.5% | $18.06万 | 加仓 |
| PAUG | INNOVATOR ETFS TRUST | $71.49万 | 0.02% | 15,663 | 0 | 0.0% | — | 不变 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $70.98万 | 0.02% | 7,900 | -2,162 | -21.5% | -$19.43万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $70.24万 | 0.02% | 19,441 | 1,656 | 9.3% | $5.98万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $69.91万 | 0.02% | 7,896 | -447 | -5.4% | -$3.96万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $69.36万 | 0.02% | 1,401 | 1,401 | — | $69.36万 | 新建仓 |
| SYK | STRYKER CORPORATION | $68.95万 | 0.02% | 2,190 | 839 | 62.1% | $26.42万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $67.83万 | 0.02% | 4,199 | 337 | 8.7% | $5.44万 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC | $66.40万 | 0.02% | 6,449 | -1,130 | -14.9% | -$11.64万 | 减仓 |
| AMLP | ALPS ETF TR | $65.90万 | 0.02% | 12,709 | 297 | 2.4% | $1.54万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $65.84万 | 0.02% | 1,293 | -100 | -7.2% | -$5.09万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $65.77万 | 0.02% | 7,493 | 573 | 8.3% | $5.03万 | 加仓 |
| TFC | TRUIST FINL CORP | $65.61万 | 0.02% | 13,168 | 2,515 | 23.6% | $12.53万 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $64.70万 | 0.02% | 1,910 | 0 | 0.0% | — | 不变 |
| PTNQ | PACER FDS TR | $64.55万 | 0.02% | 7,282 | -557 | -7.1% | -$4.94万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $64.29万 | 0.02% | 1,252 | 111 | 9.7% | $5.70万 | 加仓 |
| T | AT&T INC | $64.24万 | 0.02% | 31,036 | 4,339 | 16.3% | $8.98万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $62.30万 | 0.02% | 616 | -159 | -20.5% | -$16.08万 | 减仓 |
| BOTZ | GLOBAL X FDS | $61.94万 | 0.02% | 16,326 | -351 | -2.1% | -$1.33万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $61.84万 | 0.02% | 2,855 | 31 | 1.1% | $6,715 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $61.05万 | 0.02% | 7,531 | -482 | -6.0% | -$3.91万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $60.89万 | 0.02% | 1,800 | -461 | -20.4% | -$15.60万 | 减仓 |
| SYY | SYSCO CORP | $60.60万 | 0.02% | 7,251 | -101 | -1.4% | -$8,442 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $60.41万 | 0.02% | 11,943 | -5,770 | -32.6% | -$29.18万 | 减仓 |
| PPL | PPL CORP | $60.35万 | 0.02% | 16,603 | -2,716 | -14.1% | -$9.87万 | 减仓 |
| NLR | VANECK ETF TRUST | $60.30万 | 0.02% | 5,199 | 1,014 | 24.2% | $11.76万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $60.29万 | 0.02% | 3,529 | 3,529 | — | $60.29万 | 新建仓 |
| ZAP | GLOBAL X FDS | $59.77万 | 0.02% | 17,270 | 4,255 | 32.7% | $14.73万 | 加仓 |
| BMAY | INNOVATOR ETFS TRUST | $59.52万 | 0.02% | 12,571 | 156 | 1.3% | $7,387 | 加仓 |
| AGGH | SIMPLIFY EXCHANGE TRADED FUN | $59.46万 | 0.02% | 29,477 | 17,843 | 153.4% | $35.99万 | 加仓 |
| HIMU | BLACKROCK ETF TRUST II | $59.32万 | 0.02% | 11,912 | -613 | -4.9% | -$3.05万 | 减仓 |
| EEM | ISHARES TR | $59.05万 | 0.02% | 8,631 | -642 | -6.9% | -$4.39万 | 减仓 |
| PBUS | INVESCO EXCH TRADED FD TR II | $58.41万 | 0.01% | 7,805 | 2,705 | 53.0% | $20.24万 | 加仓 |