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 |
|---|---|---|---|---|---|---|---|---|
| ITA | ISHARES TR | $23.04万 | 0.01% | 950 | 950 | — | $23.04万 | 新建仓 |
| OSCV | ETF SER SOLUTIONS | $23.03万 | 0.01% | 5,459 | -97 | -1.7% | -$4,092 | 减仓 |
| F | FORD MTR CO | $22.98万 | 0.01% | 16,531 | 3,637 | 28.2% | $5.06万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $22.97万 | 0.01% | 5,587 | 0 | 0.0% | — | 不变 |
| XT | ISHARES TR | $22.86万 | 0.01% | 2,767 | -258 | -8.5% | -$2.13万 | 重新持有 |
| — | ELEVATION SERIES TRUST | $22.85万 | 0.01% | 5,001 | 0 | 0.0% | — | 不变 |
| — | TEVA PHARMACEUTICAL INDS LTD | $22.36万 | 0.01% | 6,600 | 0 | 0.0% | — | 重新持有 |
| ADME | ETF SER SOLUTIONS | $22.35万 | 0.01% | 4,017 | -197 | -4.7% | -$1.10万 | 减仓 |
| DHR | DANAHER CORP DEL | $22.11万 | 0.01% | 1,161 | 116 | 11.1% | $2.21万 | 重新持有 |
| FITB | FIFTH THIRD BANCORP | $22.07万 | 0.01% | 3,915 | 3,915 | — | $22.07万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $21.90万 | 0.01% | 2,037 | 2,037 | — | $21.90万 | 新建仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $21.70万 | 0.01% | 1,698 | 1,698 | — | $21.70万 | 新建仓 |
| NKE | NIKE INC | $21.68万 | 0.01% | 5,281 | 5,281 | — | $21.68万 | 新建仓 |
| HYMB | SPDR SERIES TRUST | $21.65万 | 0.01% | 8,512 | -15,569 | -64.7% | -$39.61万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $21.60万 | 0.01% | 1,923 | 1,923 | — | $21.60万 | 新建仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $21.49万 | 0.01% | 2,469 | 2,469 | — | $21.49万 | 新建仓 |
| — | CALAMOS GLOBAL TOTAL RETURN | $21.42万 | 0.01% | 15,680 | -2,403 | -13.3% | -$3.28万 | 减仓 |
| LIN | LINDE PLC | $21.41万 | 0.01% | 413 | 413 | — | $21.41万 | 新建仓 |
| OXY | OCCIDENTAL PETE CORP | $21.08万 | 0.01% | 4,341 | 1,017 | 30.6% | $4.94万 | 加仓 |
| IYJ | ISHARES TR | $21.05万 | 0.01% | 1,263 | 1,263 | — | $21.05万 | 新建仓 |
| B | BARRICK MNG CORP | $21.00万 | 0.01% | 5,718 | 281 | 5.2% | $1.03万 | 加仓 |
| NJAN | INNOVATOR ETFS TRUST | $20.77万 | 0.01% | 3,519 | 3,519 | — | $20.77万 | 新建仓 |
| PSEP | INNOVATOR ETFS TRUST | $20.60万 | 0.01% | 4,473 | -111 | -2.4% | -$5,112 | 重新持有 |
| WTAI | WISDOMTREE TR | $20.45万 | 0.01% | 4,309 | 4,309 | — | $20.45万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $20.41万 | 0.01% | 759 | 759 | — | $20.41万 | 新建仓 |
| HAL | HALLIBURTON CO | $20.33万 | 0.01% | 5,988 | 308 | 5.4% | $1.05万 | 加仓 |
| CRSP | CRISPR THERAPEUTICS AG | $20.29万 | 0.01% | 3,720 | 3,720 | — | $20.29万 | 新建仓 |
| IEI | ISHARES TR | $20.28万 | 0.01% | 1,727 | 1,727 | — | $20.28万 | 新建仓 |
| BWXT | BWX TECHNOLOGIES INC | $20.16万 | 0.01% | 1,036 | 1,036 | — | $20.16万 | 新建仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $14.74万 | 0.00% | 10,139 | 0 | 0.0% | — | 不变 |
| CHW | CALAMOS GBL DYN INCOME FUND | $13.84万 | 0.00% | 15,530 | 269 | 1.8% | $2,397 | 加仓 |
| ALTO | ALTO INGREDIENTS INC | $13.68万 | 0.00% | 24,000 | 0 | 0.0% | — | 不变 |
| XAODX | ABRDN TOTAL DYNAMIC DIVIDEND | $12.68万 | 0.00% | 12,300 | -1,031 | -7.7% | -$1.06万 | 减仓 |
| EXK | ENDEAVOUR SILVER CORP | $12.42万 | 0.00% | 15,000 | 0 | 0.0% | — | 不变 |
| ELDN | ELEDON PHARMACEUTICALS INC | $11.82万 | 0.00% | 30,001 | 30,001 | — | $11.82万 | 新建仓 |
| FSK | FS KKR CAP CORP | $11.72万 | 0.00% | 11,165 | -1,362 | -10.9% | -$1.43万 | 减仓 |
| — | PRAIRIE OPER CO | $8.22万 | 0.00% | 113,961 | -33,802 | -22.9% | -$2.44万 | 减仓 |
| PSEC | PROSPECT CAP CORP | $6.89万 | 0.00% | 29,817 | 29,817 | — | $6.89万 | 新建仓 |
| HIVE | HIVE DIGITAL TECHNOLOGIES LT | $3.64万 | 0.00% | 10,000 | 10,000 | — | $3.64万 | 新建仓 |
| IBRX | IMMUNITYBIO INC 看涨期权 | $2.63万 | 0.00% | 3,000 | 3,000 | — | $2.63万 | 新建仓 |
| OCGN | OCUGEN INC | $1.91万 | 0.00% | 12,500 | 12,500 | — | $1.91万 | 新建仓 |
| — | COGNITION THERAPEUTICS INC | $1.15万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. 看涨期权 | $7,378 | 0.00% | 100 | 100 | — | $7,378 | 新建仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -11,987 | -100.0% | -$82.60万 | 清仓 |
| CAM | AB ACTIVE ETFS INC | $0 | 0.00% | 0 | -20,535 | -100.0% | -$51.27万 | 清仓 |
| CME | CME GROUP INC | $0 | 0.00% | 0 | -1,182 | -100.0% | -$34.90万 | 清仓 |
| — | ETF SER SOLUTIONS | $0 | 0.00% | 0 | -3,086 | -100.0% | -$30.88万 | 清仓 |
| BP | BP PLC | $0 | 0.00% | 0 | -6,172 | -100.0% | -$29.01万 | 清仓 |
| ASTS | AST SPACEMOBILE INC | $0 | 0.00% | 0 | -3,469 | -100.0% | -$28.75万 | 清仓 |
| MTZ | MASTEC INC | $0 | 0.00% | 0 | -880 | -100.0% | -$28.31万 | 清仓 |
| FSTA | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -5,323 | -100.0% | -$27.86万 | 清仓 |
| TJX | TJX COS INC NEW | $0 | 0.00% | 0 | -1,706 | -100.0% | -$27.25万 | 清仓 |
| TMUS | T-MOBILE US INC | $0 | 0.00% | 0 | -1,210 | -100.0% | -$25.41万 | 清仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -5,173 | -100.0% | -$24.29万 | 清仓 |
| IGIB | ISHARES TR | $0 | 0.00% | 0 | -4,328 | -100.0% | -$23.03万 | 清仓 |
| IUSG | ISHARES TR | $0 | 0.00% | 0 | -1,405 | -100.0% | -$21.80万 | 清仓 |
| TTE | TOTALENERGIES SE | $0 | 0.00% | 0 | -2,333 | -100.0% | -$21.23万 | 清仓 |