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 |
|---|---|---|---|---|---|---|---|---|
| FCOM | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -2,927 | -100.0% | -$21.45万 | 清仓 |
| XT | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | TEVA PHARMACEUTICAL INDS LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PRF | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -4,356 | -100.0% | -$20.44万 | 清仓 |
| VWOB | VANGUARD WHITEHALL FDS | $0 | 0.00% | 0 | -3,029 | -100.0% | -$20.42万 | 清仓 |
| VYM | VANGUARD WHITEHALL FDS | $0 | 0.00% | 0 | -1,417 | -100.0% | -$20.34万 | 清仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -1,513 | -100.0% | -$20.32万 | 清仓 |
| IWO | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PSEP | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | IMMUNIC INC | $0 | 0.00% | 0 | -10,417 | -100.0% | -$5,560 | 清仓 |