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 |
|---|---|---|---|---|---|---|---|---|
| ROBT | FIRST TR EXCHANGE TRADED FD | $49.17万 | 0.02% | 10,651 | -47 | -0.4% | -$2,170 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $49.11万 | 0.02% | 12,783 | 245 | 2.0% | $9,413 | 加仓 |
| TFC | TRUIST FINL CORP | $48.97万 | 0.02% | 10,653 | 295 | 2.8% | $1.36万 | 加仓 |
| MCK | MCKESSON CORP | $48.89万 | 0.02% | 565 | 21 | 3.9% | $1.82万 | 加仓 |
| SHOP | SHOPIFY INC | $48.11万 | 0.01% | 4,056 | 4,056 | — | $48.11万 | 新建仓 |
| SLB | SLB LIMITED | $48.04万 | 0.01% | 9,349 | 4,034 | 75.9% | $20.73万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $47.85万 | 0.01% | 1,394 | -321 | -18.7% | -$11.02万 | 减仓 |
| IGV | ISHARES TR | $47.57万 | 0.01% | 5,943 | -1,927 | -24.5% | -$15.43万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $47.47万 | 0.01% | 2,394 | 2,394 | — | $47.47万 | 新建仓 |
| GLW | CORNING INC | $47.17万 | 0.01% | 3,469 | 138 | 4.1% | $1.88万 | 加仓 |
| IEMG | ISHARES INC | $46.50万 | 0.01% | 6,667 | 1,956 | 41.5% | $13.64万 | 加仓 |
| PULS | PGIM ETF TR | $46.21万 | 0.01% | 9,335 | -27,316 | -74.5% | -$135.21万 | 减仓 |
| IYH | ISHARES TR | $46.16万 | 0.01% | 7,489 | -703 | -8.6% | -$4.33万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $45.96万 | 0.01% | 13,947 | -309 | -2.2% | -$1.02万 | 减仓 |
| PMAY | INNOVATOR ETFS TRUST | $45.60万 | 0.01% | 11,417 | 150 | 1.3% | $5,991 | 加仓 |
| NEM | NEWMONT CORP | $45.18万 | 0.01% | 4,173 | 4,173 | — | $45.18万 | 新建仓 |
| BSEP | INNOVATOR ETFS TRUST | $45.03万 | 0.01% | 9,364 | -54 | -0.6% | -$2,597 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $44.86万 | 0.01% | 9,538 | -37,332 | -79.7% | -$175.57万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $44.82万 | 0.01% | 13,369 | 13,369 | — | $44.82万 | 新建仓 |
| BNOV | INNOVATOR ETFS TRUST | $44.82万 | 0.01% | 10,417 | 79 | 0.8% | $3,399 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $44.78万 | 0.01% | 1,003 | 533 | 113.4% | $23.80万 | 加仓 |
| PTMC | PACER FDS TR | $44.70万 | 0.01% | 12,224 | 12,224 | — | $44.70万 | 新建仓 |
| SYK | STRYKER CORPORATION | $44.40万 | 0.01% | 1,351 | -70 | -4.9% | -$2.30万 | 减仓 |
| ORCL | ORACLE CORP | $44.17万 | 0.01% | 3,002 | -1,593 | -34.7% | -$23.44万 | 减仓 |
| EMR | EMERSON ELEC CO | $43.99万 | 0.01% | 3,357 | 3,357 | — | $43.99万 | 新建仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $43.90万 | 0.01% | 3,027 | 3,027 | — | $43.90万 | 新建仓 |
| EWJ | ISHARES INC | $43.88万 | 0.01% | 5,197 | 57 | 1.1% | $4,813 | 加仓 |
| MISL | FIRST TR EXCHANGE-TRADED FD | $43.75万 | 0.01% | 9,785 | -1,586 | -13.9% | -$7.09万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $43.60万 | 0.01% | 8,656 | -14,336 | -62.4% | -$72.21万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $43.30万 | 0.01% | 3,862 | 3,862 | — | $43.30万 | 新建仓 |
| SRE | SEMPRA | $43.20万 | 0.01% | 4,446 | 1,974 | 79.9% | $19.18万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $43.05万 | 0.01% | 5,445 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $42.59万 | 0.01% | 2,140 | 303 | 16.5% | $6.03万 | 加仓 |
| LRGF | ISHARES TR | $42.34万 | 0.01% | 6,415 | 2 | 0.0% | $132 | 加仓 |
| — | INNOVATOR ETFS TRUST | $42.10万 | 0.01% | 12,617 | 0 | 0.0% | — | 不变 |
| FIDU | FIDELITY COVINGTON TRUST | $42.01万 | 0.01% | 4,855 | 45 | 0.9% | $3,893 | 加仓 |
| ZAP | GLOBAL X FDS | $41.86万 | 0.01% | 13,015 | 13,015 | — | $41.86万 | 新建仓 |
| PNOV | INNOVATOR ETFS TRUST | $41.64万 | 0.01% | 10,191 | 27 | 0.3% | $1,103 | 加仓 |
| EWU | ISHARES TR | $41.41万 | 0.01% | 9,089 | 57 | 0.6% | $2,597 | 加仓 |
| FXN | FIRST TR EXCHANGE-TRADED FD | $40.93万 | 0.01% | 18,222 | 0 | 0.0% | — | 不变 |
| CBOE | CBOE GLOBAL MKTS INC | $40.42万 | 0.01% | 1,438 | 12 | 0.8% | $3,373 | 加仓 |
| SPSM | SPDR SERIES TRUST | $40.33万 | 0.01% | 8,346 | 230 | 2.8% | $1.11万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $40.00万 | 0.01% | 10,267 | 27 | 0.3% | $1,052 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $39.98万 | 0.01% | 1,393 | -20 | -1.4% | -$5,741 | 减仓 |
| TLTD | FLEXSHARES TR | $39.91万 | 0.01% | 4,246 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $39.67万 | 0.01% | 5,483 | -91 | -1.6% | -$6,585 | 减仓 |
| UNP | UNION PAC CORP | $39.51万 | 0.01% | 1,629 | 69 | 4.4% | $1.67万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $39.40万 | 0.01% | 6,497 | 561 | 9.5% | $3.40万 | 加仓 |
| PFE | PFIZER INC | $39.05万 | 0.01% | 13,906 | 1,100 | 8.6% | $3.09万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $38.90万 | 0.01% | 10,281 | 1,347 | 15.1% | $5.10万 | 加仓 |
| POCT | INNOVATOR ETFS TRUST | $38.84万 | 0.01% | 9,010 | 0 | 0.0% | — | 不变 |
| GDX | VANECK ETF TRUST | $37.94万 | 0.01% | 4,134 | 4,134 | — | $37.94万 | 新建仓 |
| QCOM | QUALCOMM INC | $37.72万 | 0.01% | 2,929 | -808 | -21.6% | -$10.41万 | 减仓 |
| IAU | ISHARES GOLD TR | $37.45万 | 0.01% | 4,248 | 4,248 | — | $37.45万 | 新建仓 |
| ACIO | ETF SER SOLUTIONS | $37.24万 | 0.01% | 8,875 | -12,338 | -58.2% | -$51.77万 | 减仓 |
| AMAT | APPLIED MATLS INC | $37.14万 | 0.01% | 1,087 | -141 | -11.5% | -$4.82万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $36.62万 | 0.01% | 7,979 | 1,889 | 31.0% | $8.67万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $36.28万 | 0.01% | 1,969 | 189 | 10.6% | $3.48万 | 加仓 |
| MPC | MARATHON PETE CORP | $36.24万 | 0.01% | 1,484 | 330 | 28.6% | $8.06万 | 重新持有 |
| FCX | FREEPORT MCMORAN INC | $35.43万 | 0.01% | 6,027 | 354 | 6.2% | $2.08万 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $35.15万 | 0.01% | 7,803 | 7,803 | — | $35.15万 | 新建仓 |
| IEF | ISHARES TR | $35.09万 | 0.01% | 3,677 | 461 | 14.3% | $4.40万 | 加仓 |
| CARE | CARTER BANKSHARES INC | $35.08万 | 0.01% | 15,044 | 15,044 | — | $35.08万 | 新建仓 |
| BNY | BANK NEW YORK MELLON CORP | $35.00万 | 0.01% | 2,950 | 268 | 10.0% | $3.18万 | 加仓 |
| CME | CME GROUP INC | $34.90万 | 0.01% | 1,182 | 1,182 | — | $34.90万 | 新建仓 |
| AM | ANTERO MIDSTREAM CORP | $34.43万 | 0.01% | 15,100 | 15,100 | — | $34.43万 | 新建仓 |
| BLK | BLACKROCK INC | $33.73万 | 0.01% | 351 | -17 | -4.6% | -$1.63万 | 减仓 |
| MDT | MEDTRONIC PLC | $33.66万 | 0.01% | 3,885 | -236 | -5.7% | -$2.04万 | 减仓 |
| PJUN | INNOVATOR ETFS TRUST | $33.37万 | 0.01% | 7,978 | 0 | 0.0% | — | 不变 |
| PBUS | INVESCO EXCH TRADED FD TR II | $33.24万 | 0.01% | 5,100 | 5,100 | — | $33.24万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $33.04万 | 0.01% | 4,082 | 260 | 6.8% | $2.10万 | 加仓 |
| DBP | INVESCO DB MULTI-SECTOR COMM | $33.01万 | 0.01% | 3,000 | 3,000 | — | $33.01万 | 新建仓 |
| UMAR | INNOVATOR ETFS TRUST | $33.00万 | 0.01% | 8,303 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $32.96万 | 0.01% | 2,120 | -65 | -3.0% | -$1.01万 | 减仓 |
| IYM | ISHARES TR | $32.60万 | 0.01% | 1,853 | -57 | -3.0% | -$1.00万 | 减仓 |
| IYK | ISHARES TR | $32.46万 | 0.01% | 4,635 | -479 | -9.4% | -$3.35万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $32.12万 | 0.01% | 653 | 42 | 6.9% | $2.07万 | 加仓 |
| VCRM | VANGUARD MUN BD FDS | $32.02万 | 0.01% | 4,261 | -75 | -1.7% | -$5,636 | 减仓 |
| R | RYDER SYS INC | $31.98万 | 0.01% | 1,562 | 17 | 1.1% | $3,480 | 加仓 |
| AN | AUTONATION INC | $31.88万 | 0.01% | 1,633 | 4 | 0.2% | $781 | 加仓 |
| PJUL | INNOVATOR ETFS TRUST | $31.87万 | 0.01% | 6,934 | 0 | 0.0% | — | 不变 |
| MDYG | SPDR SERIES TRUST | $31.47万 | 0.01% | 3,279 | -203 | -5.8% | -$1.95万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $31.01万 | 0.01% | 2,762 | 60 | 2.2% | $6,736 | 加仓 |
| — | ETF SER SOLUTIONS | $30.88万 | 0.01% | 3,086 | -13,956 | -81.9% | -$139.66万 | 减仓 |
| MATX | MATSON INC | $30.86万 | 0.01% | 1,882 | 37 | 2.0% | $6,066 | 加仓 |
| PMBS | PIMCO ETF TR | $30.57万 | 0.01% | 6,164 | 6,164 | — | $30.57万 | 新建仓 |
| SEB | SEABOARD CORP DEL | $30.01万 | 0.01% | 53 | 0 | 0.0% | — | 不变 |
| — | PRAIRIE OPER CO | $30.00万 | 0.01% | 147,763 | 130,819 | 772.1% | $26.56万 | 加仓 |
| — | WISDOMTREE TR | $29.91万 | 0.01% | 8,878 | 8,878 | — | $29.91万 | 新建仓 |
| EWL | ISHARES INC | $29.83万 | 0.01% | 5,072 | -262 | -4.9% | -$1.54万 | 减仓 |
| GEV | GE VERNOVA INC | $29.80万 | 0.01% | 341 | 341 | — | $29.80万 | 新建仓 |
| CNI | CANADIAN NATL RY CO | $29.60万 | 0.01% | 2,880 | 3 | 0.1% | $308 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $29.54万 | 0.01% | 856 | -24 | -2.7% | -$8,281 | 减仓 |
| DRSK | ETF SER SOLUTIONS | $29.08万 | 0.01% | 10,642 | -11,134 | -51.1% | -$30.43万 | 减仓 |
| BP | BP PLC | $29.01万 | 0.01% | 6,172 | 6,172 | — | $29.01万 | 新建仓 |
| ENB | ENBRIDGE INC | $29.00万 | 0.01% | 5,357 | 187 | 3.6% | $1.01万 | 加仓 |
| AON | AON PLC | $28.86万 | 0.01% | 894 | -42 | -4.5% | -$1.36万 | 减仓 |
| ASTS | AST SPACEMOBILE INC | $28.75万 | 0.01% | 3,469 | 504 | 17.0% | $4.18万 | 加仓 |
| AIA | ISHARES TR | $28.69万 | 0.01% | 2,703 | 0 | 0.0% | — | 不变 |
| AOR | ISHARES TR | $28.63万 | 0.01% | 4,449 | 61 | 1.4% | $3,925 | 加仓 |