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 |
|---|---|---|---|---|---|---|---|---|
| FVD | FIRST TR EXCHANGE-TRADED FD | $34.03万 | 0.01% | 7,064 | -2,474 | -25.9% | -$11.92万 | 减仓 |
| USB | US BANCORP | $34.00万 | 0.01% | 5,629 | 1,146 | 25.6% | $6.92万 | 加仓 |
| CMI | CUMMINS INC | $33.83万 | 0.01% | 474 | -35 | -6.9% | -$2.50万 | 减仓 |
| IYK | ISHARES TR | $33.82万 | 0.01% | 4,654 | 19 | 0.4% | $1,381 | 加仓 |
| — | MORGAN STANLEY ETF TRUST | $33.77万 | 0.01% | 4,436 | 4,436 | — | $33.77万 | 新建仓 |
| KR | KROGER CO | $33.51万 | 0.01% | 6,034 | 551 | 10.0% | $3.06万 | 加仓 |
| PNOV | INNOVATOR ETFS TRUST | $33.45万 | 0.01% | 7,543 | -2,648 | -26.0% | -$11.74万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $33.10万 | 0.01% | 5,263 | -764 | -12.7% | -$4.81万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $33.08万 | 0.01% | 1,725 | 42 | 2.5% | $8,054 | 加仓 |
| JSI | JANUS DETROIT STR TR | $32.90万 | 0.01% | 6,425 | -6,141 | -48.9% | -$31.45万 | 减仓 |
| IWP | ISHARES TR | $32.70万 | 0.01% | 2,234 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED | $32.15万 | 0.01% | 943 | 240 | 34.1% | $8.18万 | 加仓 |
| AM | ANTERO MIDSTREAM CORP | $32.08万 | 0.01% | 14,100 | -1,000 | -6.6% | -$2.27万 | 减仓 |
| WFC | WELLS FARGO & CO | $32.00万 | 0.01% | 3,872 | 345 | 9.8% | $2.85万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $31.93万 | 0.01% | 1,099 | 243 | 28.4% | $7.06万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $31.80万 | 0.01% | 1,002 | 222 | 28.5% | $7.05万 | 加仓 |
| EZU | ISHARES INC | $31.74万 | 0.01% | 4,567 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $31.74万 | 0.01% | 9,533 | -3,250 | -25.4% | -$10.82万 | 减仓 |
| FXN | FIRST TR EXCHANGE-TRADED FD | $31.73万 | 0.01% | 15,685 | -2,537 | -13.9% | -$5.13万 | 减仓 |
| MGK | VANGUARD WORLD FD | $31.56万 | 0.01% | 3,590 | -260 | -6.8% | -$2.29万 | 减仓 |
| AON | AON PLC | $31.52万 | 0.01% | 950 | 56 | 6.3% | $1.86万 | 加仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $31.48万 | 0.01% | 931 | -1 | -0.1% | -$338 | 减仓 |
| HON | HONEYWELL INTL INC | $31.21万 | 0.01% | 1,394 | -1,372 | -49.6% | -$30.72万 | 减仓 |
| GDX | VANECK ETF TRUST | $31.19万 | 0.01% | 4,134 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $31.06万 | 0.01% | 1,043 | 1,043 | — | $31.06万 | 新建仓 |
| C | CITIGROUP INC | $31.01万 | 0.01% | 2,216 | 301 | 15.7% | $4.21万 | 加仓 |
| SAMT | ADVISORS INNER CIRCLE FD III | $30.98万 | 0.01% | 6,489 | 290 | 4.7% | $1.38万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $30.96万 | 0.01% | 485 | 485 | — | $30.96万 | 新建仓 |
| PJUN | INNOVATOR ETFS TRUST | $30.95万 | 0.01% | 7,160 | -818 | -10.3% | -$3.54万 | 减仓 |
| AOR | ISHARES TR | $30.93万 | 0.01% | 4,450 | 1 | 0.0% | $69 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $30.82万 | 0.01% | 1,394 | 1,394 | — | $30.82万 | 新建仓 |
| MPC | MARATHON PETE CORP | $30.53万 | 0.01% | 1,194 | -290 | -19.5% | -$7.41万 | 减仓 |
| PMBS | PIMCO ETF TR | $30.44万 | 0.01% | 6,164 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $30.33万 | 0.01% | 1,192 | 1,192 | — | $30.33万 | 新建仓 |
| — | WISDOMTREE TR | $30.14万 | 0.01% | 8,878 | 0 | 0.0% | — | 不变 |
| UJUN | INNOVATOR ETFS TRUST | $30.07万 | 0.01% | 7,803 | 7,803 | — | $30.07万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $30.06万 | 0.01% | 600 | -53 | -8.1% | -$2.65万 | 减仓 |
| SPYI | NEOS ETF TRUST | $29.99万 | 0.01% | 5,650 | 5,650 | — | $29.99万 | 新建仓 |
| PLD | PROLOGIS INC. | $29.94万 | 0.01% | 2,210 | 301 | 15.8% | $4.08万 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $29.59万 | 0.01% | 7,667 | -136 | -1.7% | -$5,248 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $29.41万 | 0.01% | 2,363 | -31 | -1.3% | -$3,858 | 减仓 |
| FPAG | INVESTMENT MANAGERS SER TR I | $29.12万 | 0.01% | 7,254 | -383 | -5.0% | -$1.54万 | 减仓 |
| AEE | AMEREN CORP | $28.86万 | 0.01% | 2,553 | 537 | 26.6% | $6.07万 | 加仓 |
| EME | EMCOR GROUP INC | $28.71万 | 0.01% | 346 | 346 | — | $28.71万 | 新建仓 |
| JPEF | J P MORGAN EXCHANGE TRADED F | $28.68万 | 0.01% | 3,570 | 3,570 | — | $28.68万 | 新建仓 |
| XOVR | ENTREPRENEURSHARES SERIES TR | $28.67万 | 0.01% | 13,620 | 13,620 | — | $28.67万 | 新建仓 |
| DRSK | ETF SER SOLUTIONS | $28.62万 | 0.01% | 9,956 | -686 | -6.4% | -$1.97万 | 减仓 |
| AN | AUTONATION INC | $28.24万 | 0.01% | 1,520 | -113 | -6.9% | -$2.10万 | 减仓 |
| SNDK | SANDISK CORP | $27.97万 | 0.01% | 123 | 123 | — | $27.97万 | 新建仓 |
| FXR | FIRST TR EXCHANGE-TRADED FD | $27.78万 | 0.01% | 3,049 | -9,509 | -75.7% | -$86.65万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $27.78万 | 0.01% | 284 | -10 | -3.4% | -$9,781 | 减仓 |
| DBP | INVESCO DB MULTI-SECTOR COMM | $27.74万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC | $27.69万 | 0.01% | 480 | 11 | 2.3% | $6,345 | 加仓 |
| PJUL | INNOVATOR ETFS TRUST | $27.68万 | 0.01% | 5,672 | -1,262 | -18.2% | -$6.16万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $27.44万 | 0.01% | 575 | -164 | -22.2% | -$7.83万 | 减仓 |
| RONB | BARON ETF TR | $27.34万 | 0.01% | 11,203 | 11,203 | — | $27.34万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $27.08万 | 0.01% | 2,143 | -3,164 | -59.6% | -$39.98万 | 减仓 |
| AIQ | GLOBAL X FDS | $27.06万 | 0.01% | 4,125 | 4,125 | — | $27.06万 | 新建仓 |
| NVS | NOVARTIS AG | $27.00万 | 0.01% | 1,723 | 13 | 0.8% | $2,037 | 加仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $26.80万 | 0.01% | 1,427 | 1,427 | — | $26.80万 | 新建仓 |
| AXON | AXON ENTERPRISE INC | $26.57万 | 0.01% | 474 | 474 | — | $26.57万 | 新建仓 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $26.44万 | 0.01% | 928 | 928 | — | $26.44万 | 新建仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $26.36万 | 0.01% | 2,723 | -191 | -6.6% | -$1.85万 | 减仓 |
| APA | APA CORPORATION | $26.31万 | 0.01% | 8,077 | 2,467 | 44.0% | $8.04万 | 加仓 |
| IWO | ISHARES TR | $26.18万 | 0.01% | 665 | 36 | 5.7% | $1.42万 | 重新持有 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $26.13万 | 0.01% | 9,513 | 9,513 | — | $26.13万 | 新建仓 |
| IDXX | IDEXX LABS INC | $26.06万 | 0.01% | 495 | 9 | 1.9% | $4,738 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $25.87万 | 0.01% | 8,319 | 8,319 | — | $25.87万 | 新建仓 |
| BX | BLACKSTONE INC | $25.83万 | 0.01% | 2,195 | 74 | 3.5% | $8,709 | 加仓 |
| TFLR | T ROWE PRICE EXCHANGE-TRADED | $25.77万 | 0.01% | 5,113 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HOLDINGS INC | $25.73万 | 0.01% | 919 | -34 | -3.6% | -$9,519 | 减仓 |
| IDUB | ETF SER SOLUTIONS | $25.59万 | 0.01% | 9,312 | -595 | -6.0% | -$1.64万 | 减仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $25.33万 | 0.01% | 21,578 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $25.00万 | 0.01% | 13,076 | 13,076 | — | $25.00万 | 新建仓 |
| HCA | HCA HEALTHCARE INC | $24.96万 | 0.01% | 640 | 640 | — | $24.96万 | 新建仓 |
| IYM | ISHARES TR | $24.95万 | 0.01% | 1,390 | -463 | -25.0% | -$8.31万 | 减仓 |
| FXU | FIRST TR EXCHANGE-TRADED FD | $24.86万 | 0.01% | 5,038 | -469 | -8.5% | -$2.31万 | 减仓 |
| TECL | DIREXION SHARES ETF TRUST | $24.78万 | 0.01% | 1,074 | 1,074 | — | $24.78万 | 新建仓 |
| MFC | MANULIFE FINL CORP | $24.78万 | 0.01% | 6,116 | 31 | 0.5% | $1,256 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $24.63万 | 0.01% | 2,991 | 33 | 1.1% | $2,718 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $24.52万 | 0.01% | 1,792 | 1,792 | — | $24.52万 | 新建仓 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $24.48万 | 0.01% | 3,919 | -821 | -17.3% | -$5.13万 | 减仓 |
| ADI | ANALOG DEVICES INC | $24.46万 | 0.01% | 616 | 616 | — | $24.46万 | 新建仓 |
| IYR | ISHARES TR | $24.36万 | 0.01% | 2,382 | -492 | -17.1% | -$5.03万 | 减仓 |
| OKTA | OKTA INC | $24.14万 | 0.01% | 1,769 | 1,769 | — | $24.14万 | 新建仓 |
| VTES | VANGUARD WELLINGTON FD | $24.08万 | 0.01% | 2,377 | 0 | 0.0% | — | 不变 |
| SHLD | GLOBAL X FDS | $24.08万 | 0.01% | 4,032 | 977 | 32.0% | $5.83万 | 加仓 |
| EMB | ISHARES TR | $24.03万 | 0.01% | 2,492 | 56 | 2.3% | $5,401 | 加仓 |
| DAL | DELTA AIR LINES INC | $23.82万 | 0.01% | 2,543 | 2,543 | — | $23.82万 | 新建仓 |
| BOCT | INNOVATOR ETFS TRUST | $23.82万 | 0.01% | 4,492 | 0 | 0.0% | — | 不变 |
| IAUM | ISHARES GOLD TRUST MICRO | $23.80万 | 0.01% | 5,949 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $23.78万 | 0.01% | 246 | 246 | — | $23.78万 | 新建仓 |
| CMF | ISHARES TR | $23.75万 | 0.01% | 4,120 | 30 | 0.7% | $1,729 | 加仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $23.71万 | 0.01% | 9,528 | 266 | 2.9% | $6,618 | 加仓 |
| SEB | SEABOARD CORP DEL | $23.66万 | 0.01% | 53 | 0 | 0.0% | — | 不变 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $23.60万 | 0.01% | 47,303 | -2,754 | -5.5% | -$1.37万 | 减仓 |
| D | DOMINION ENERGY INC | $23.46万 | 0.01% | 3,436 | 3,436 | — | $23.46万 | 新建仓 |
| DVN | DEVON ENERGY CORP NEW | $23.33万 | 0.01% | 5,647 | 243 | 4.5% | $1.00万 | 加仓 |
| DFCA | DIMENSIONAL ETF TRUST | $23.32万 | 0.01% | 4,648 | 30 | 0.6% | $1,505 | 加仓 |
| RSPU | INVESCO EXCHANGE TRADED FD T | $23.11万 | 0.01% | 2,848 | 0 | 0.0% | — | 不变 |