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 |
|---|---|---|---|---|---|---|---|---|
| ENB | ENBRIDGE INC | $57.46万 | 0.01% | 10,600 | 5,243 | 97.9% | $28.42万 | 加仓 |
| IYE | ISHARES TR | $57.23万 | 0.01% | 10,113 | 66 | 0.7% | $3,735 | 加仓 |
| FNDB | SCHWAB STRATEGIC TR | $57.23万 | 0.01% | 18,787 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $56.81万 | 0.01% | 11,274 | 23 | 0.2% | $1,159 | 加仓 |
| IYH | ISHARES TR | $56.50万 | 0.01% | 8,432 | 943 | 12.6% | $6.32万 | 加仓 |
| SCZ | ISHARES TR | $56.16万 | 0.01% | 6,826 | -12 | -0.2% | -$987 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $56.01万 | 0.01% | 12,984 | -2,550 | -16.4% | -$11.00万 | 减仓 |
| BA | BOEING CO | $55.73万 | 0.01% | 2,574 | 434 | 20.3% | $9.40万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $55.19万 | 0.01% | 15,221 | 1,274 | 9.1% | $4.62万 | 加仓 |
| IEMG | ISHARES INC | $54.46万 | 0.01% | 6,574 | -93 | -1.4% | -$7,704 | 减仓 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $54.35万 | 0.01% | 9,661 | -990 | -9.3% | -$5.57万 | 减仓 |
| VCR | VANGUARD WORLD FD | $54.18万 | 0.01% | 1,366 | -11,342 | -89.3% | -$449.83万 | 减仓 |
| FXD | FIRST TR EXCHANGE-TRADED FD | $53.97万 | 0.01% | 7,803 | -1,874 | -19.4% | -$12.96万 | 减仓 |
| HDV | ISHARES TR | $53.70万 | 0.01% | 19,592 | -5,303 | -21.3% | -$14.54万 | 减仓 |
| DIS | DISNEY WALT CO | $53.65万 | 0.01% | 5,574 | -220 | -3.8% | -$2.12万 | 减仓 |
| MELI | MERCADOLIBRE INC | $52.96万 | 0.01% | 312 | 11 | 3.7% | $1.87万 | 加仓 |
| CRM | SALESFORCE INC | $51.64万 | 0.01% | 3,296 | -339 | -9.3% | -$5.31万 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $51.50万 | 0.01% | 3,027 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $51.44万 | 0.01% | 3,043 | -389 | -11.3% | -$6.58万 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $51.40万 | 0.01% | 1,825 | -63 | -3.3% | -$1.77万 | 减仓 |
| CARE | CARTER BANKSHARES INC | $51.16万 | 0.01% | 15,044 | 0 | 0.0% | — | 不变 |
| PTMC | PACER FDS TR | $51.13万 | 0.01% | 12,224 | 0 | 0.0% | — | 不变 |
| MDYG | SPDR SERIES TRUST | $50.97万 | 0.01% | 4,547 | 1,268 | 38.7% | $14.21万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $50.64万 | 0.01% | 2,563 | 594 | 30.2% | $11.74万 | 加仓 |
| BNOV | INNOVATOR ETFS TRUST | $49.97万 | 0.01% | 10,451 | 34 | 0.3% | $1,626 | 加仓 |
| TXN | TEXAS INSTRS INC | $49.83万 | 0.01% | 1,672 | 1,672 | — | $49.83万 | 新建仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $49.76万 | 0.01% | 11,438 | 1 | 0.0% | $44 | 加仓 |
| AFL | AFLAC INC | $49.67万 | 0.01% | 4,237 | 4,237 | — | $49.67万 | 新建仓 |
| — | INVESCO VALUE MUN INCOME TR | $49.47万 | 0.01% | 38,862 | -6,690 | -14.7% | -$8.52万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $49.22万 | 0.01% | 5,421 | -24 | -0.4% | -$2,179 | 减仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $48.50万 | 0.01% | 9,211 | -6,855 | -42.7% | -$36.09万 | 减仓 |
| IVE | ISHARES TR | $48.48万 | 0.01% | 2,135 | -202 | -8.6% | -$4.59万 | 减仓 |
| EMR | EMERSON ELEC CO | $48.44万 | 0.01% | 3,384 | 27 | 0.8% | $3,865 | 加仓 |
| IYF | ISHARES TR | $48.28万 | 0.01% | 3,786 | -1,664 | -30.5% | -$21.22万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $48.17万 | 0.01% | 970 | -33 | -3.3% | -$1.64万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $48.17万 | 0.01% | 4,354 | 4,354 | — | $48.17万 | 新建仓 |
| FIDU | FIDELITY COVINGTON TRUST | $47.91万 | 0.01% | 4,810 | -45 | -0.9% | -$4,482 | 减仓 |
| SHY | ISHARES TR | $47.88万 | 0.01% | 5,831 | -2,593 | -30.8% | -$21.29万 | 减仓 |
| BSEP | INNOVATOR ETFS TRUST | $47.73万 | 0.01% | 9,052 | -312 | -3.3% | -$1.65万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $47.63万 | 0.01% | 9,567 | -523 | -5.2% | -$2.60万 | 减仓 |
| FE | FIRSTENERGY CORP | $47.57万 | 0.01% | 10,005 | -516 | -4.9% | -$2.45万 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $47.30万 | 0.01% | 8,523 | 78 | 0.9% | $4,329 | 加仓 |
| LRGF | ISHARES TR | $47.11万 | 0.01% | 6,229 | -186 | -2.9% | -$1.41万 | 减仓 |
| SLB | SLB LIMITED | $46.19万 | 0.01% | 9,935 | 586 | 6.3% | $2.72万 | 加仓 |
| IEF | ISHARES TR | $46.03万 | 0.01% | 4,867 | 1,190 | 32.4% | $11.25万 | 加仓 |
| AMSC | AMERICAN SUPERCONDUCTOR CORP | $45.66万 | 0.01% | 11,000 | 11,000 | — | $45.66万 | 新建仓 |
| IYC | ISHARES TR | $45.38万 | 0.01% | 4,489 | 1,783 | 65.9% | $18.03万 | 加仓 |
| EWJ | ISHARES INC | $45.31万 | 0.01% | 4,858 | -339 | -6.5% | -$3.16万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $45.18万 | 0.01% | 7,841 | 1,344 | 20.7% | $7.74万 | 加仓 |
| SHOP | SHOPIFY INC | $45.10万 | 0.01% | 3,950 | -106 | -2.6% | -$1.21万 | 减仓 |
| GWW | WW GRAINGER INC | $45.03万 | 0.01% | 331 | 92 | 38.5% | $12.52万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $44.92万 | 0.01% | 1,041 | 1,041 | — | $44.92万 | 新建仓 |
| SRE | SEMPRA | $44.49万 | 0.01% | 4,799 | 353 | 7.9% | $3.27万 | 加仓 |
| MDYV | SPDR SERIES TRUST | $44.44万 | 0.01% | 4,685 | 1,481 | 46.2% | $14.05万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $44.33万 | 0.01% | 4,138 | -8,648 | -67.6% | -$92.65万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $44.30万 | 0.01% | 12,617 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $44.05万 | 0.01% | 1,400 | 7 | 0.5% | $2,202 | 加仓 |
| UNP | UNION PAC CORP | $43.40万 | 0.01% | 1,596 | -33 | -2.0% | -$8,973 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $43.31万 | 0.01% | 13,547 | 178 | 1.3% | $5,691 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $42.84万 | 0.01% | 10,385 | 118 | 1.1% | $4,868 | 加仓 |
| GEV | GE VERNOVA INC | $42.81万 | 0.01% | 364 | 23 | 6.7% | $2.71万 | 加仓 |
| PMAY | INNOVATOR ETFS TRUST | $42.17万 | 0.01% | 10,211 | -1,206 | -10.6% | -$4.98万 | 减仓 |
| EWU | ISHARES TR | $42.04万 | 0.01% | 9,111 | 22 | 0.2% | $1,015 | 加仓 |
| POCT | INNOVATOR ETFS TRUST | $41.82万 | 0.01% | 9,010 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $41.71万 | 0.01% | 552 | -13 | -2.3% | -$9,823 | 减仓 |
| TLTD | FLEXSHARES TR | $41.64万 | 0.01% | 4,246 | 0 | 0.0% | — | 不变 |
| R | RYDER SYS INC | $41.33万 | 0.01% | 1,567 | 5 | 0.3% | $1,319 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $41.33万 | 0.01% | 8,186 | -470 | -5.4% | -$2.37万 | 减仓 |
| GE | GE AEROSPACE | $40.90万 | 0.01% | 1,094 | 195 | 21.7% | $7.29万 | 加仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $40.46万 | 0.01% | 4,022 | -2,856 | -41.5% | -$28.73万 | 减仓 |
| PULS | PGIM ETF TR | $40.37万 | 0.01% | 8,147 | -1,188 | -12.7% | -$5.89万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $40.13万 | 0.01% | 2,775 | -175 | -5.9% | -$2.53万 | 减仓 |
| NEM | NEWMONT CORP | $40.10万 | 0.01% | 4,293 | 120 | 2.9% | $1.12万 | 加仓 |
| MISL | FIRST TR EXCHANGE-TRADED FD | $40.09万 | 0.01% | 8,760 | -1,025 | -10.5% | -$4.69万 | 减仓 |
| FEZ | SPDR INDEX SHS FDS | $40.01万 | 0.01% | 5,825 | -20,235 | -77.6% | -$138.97万 | 减仓 |
| BLK | BLACKROCK INC | $39.93万 | 0.01% | 415 | 64 | 18.2% | $6.16万 | 加仓 |
| ORCL | ORACLE CORP | $39.57万 | 0.01% | 2,700 | -302 | -10.1% | -$4.43万 | 减仓 |
| — | FRANKLIN TEMPLETON ETF TR | $39.40万 | 0.01% | 10,570 | 2,162 | 25.7% | $8.06万 | 加仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $39.00万 | 0.01% | 3,561 | 1,048 | 41.7% | $11.48万 | 加仓 |
| ACIO | ETF SER SOLUTIONS | $38.27万 | 0.01% | 8,294 | -581 | -6.5% | -$2.68万 | 减仓 |
| AIA | ISHARES TR | $37.88万 | 0.01% | 2,674 | -29 | -1.1% | -$4,108 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $37.81万 | 0.01% | 1,558 | 120 | 8.3% | $2.91万 | 加仓 |
| IEUR | ISHARES TR | $36.94万 | 0.01% | 4,914 | 1,342 | 37.6% | $10.09万 | 加仓 |
| MDT | MEDTRONIC PLC | $36.65万 | 0.01% | 4,685 | 800 | 20.6% | $6.26万 | 加仓 |
| SMH | VANECK ETF TRUST | $36.58万 | 0.01% | 558 | 11 | 2.0% | $7,211 | 加仓 |
| ESGV | VANGUARD WORLD FD | $36.54万 | 0.01% | 2,763 | 1 | 0.0% | $132 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $36.42万 | 0.01% | 3,694 | 340 | 10.1% | $3.35万 | 加仓 |
| ETN | EATON CORP PLC | $36.41万 | 0.01% | 854 | 66 | 8.4% | $2.81万 | 加仓 |
| MATX | MATSON INC | $36.39万 | 0.01% | 1,893 | 11 | 0.6% | $2,115 | 加仓 |
| YUM | YUM BRANDS INC | $36.37万 | 0.01% | 2,275 | 155 | 7.3% | $2.48万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $36.18万 | 0.01% | 4,458 | 376 | 9.2% | $3.05万 | 加仓 |
| GVIP | GOLDMAN SACHS ETF TR | $36.14万 | 0.01% | 1,915 | 129 | 7.2% | $2.43万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $36.02万 | 0.01% | 690 | 197 | 40.0% | $10.28万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $35.86万 | 0.01% | 7,909 | -70 | -0.9% | -$3,174 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $35.50万 | 0.01% | 9,658 | -623 | -6.1% | -$2.29万 | 减仓 |
| UMAR | INNOVATOR ETFS TRUST | $35.08万 | 0.01% | 8,303 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $35.03万 | 0.01% | 14,546 | 640 | 4.6% | $1.54万 | 加仓 |
| CNI | CANADIAN NATL RY CO | $34.50万 | 0.01% | 2,893 | 13 | 0.5% | $1,550 | 加仓 |
| EWC | ISHARES INC | $34.41万 | 0.01% | 5,969 | 855 | 16.7% | $4.93万 | 加仓 |
| EWL | ISHARES INC | $34.17万 | 0.01% | 5,436 | 364 | 7.2% | $2.29万 | 加仓 |