Reliant Wealth Planning
LOUISVILLE KY · SEC CIK 0001823393
$3.31亿2026Q1 申报市值
51持仓数
87.9%前十大占比 · 第一大 14.3%
4 / 4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
IAUM 加仓+$1,544.64万
DIVO 加仓+$182.16万
BIV 加仓+$142.24万
IWL 加仓+$124.69万
GRNY 加仓+$103.88万
2026Q1 卖出最多 按季末市值估算
MSFT 清仓-$343.85万
ITOT 减仓-$96.18万
CGGO 减仓-$32.22万
QYLD 清仓-$31.74万
IWM 清仓-$22.87万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORPORATION | $0 | 0.00% | 0 | -7,110 | -100.0% | -$343.85万 | 清仓 |
| QYLD | GLOBAL X NASDAQ 100 COVERED CALL ETF | $0 | 0.00% | 0 | -17,964 | -100.0% | -$31.74万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF SHS BEN INT | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IWM | ISHARES TR RUSSELL 2000 ETF | $0 | 0.00% | 0 | -929 | -100.0% | -$22.87万 | 清仓 |
| IBHI | ISHARES TR IBONDS 29 TR HI | $0 | 0.00% | 0 | -8,431 | -100.0% | -$19.92万 | 清仓 |
| IJH | ISHARES TR CORE S&P MCP ETF | $23.08万 | 0.07% | 3,418 | -114 | -3.2% | -$7,698 | 减仓 |
| — | FLEXSHARES INTERNATIONAL QUALITY DIV DYNAMIC INDEX FUND | $23.37万 | 0.07% | 6,165 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD ESG U.S. STOCK ETF | $23.95万 | 0.07% | 2,133 | 0 | 0.0% | — | 不变 |
| — | ISHARES ETHEREUM TR SHS | $24.03万 | 0.07% | 15,179 | 15,179 | — | $24.03万 | 新建仓 |
| — | ISHARES TR IBONDS 2031 TERM | $25.62万 | 0.08% | 10,067 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD SHARES | $25.82万 | 0.08% | 600 | 600 | — | $25.82万 | 新建仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $26.26万 | 0.08% | 4,633 | -2,329 | -33.5% | -$13.20万 | 减仓 |
| FEOE | FIRST EAGLE OVERSEAS EQUITY ETF | $26.33万 | 0.08% | 5,218 | 5,218 | — | $26.33万 | 新建仓 |
| IVV | ISHARES TR CORE S&P500 ETF | $26.52万 | 0.08% | 406 | -8 | -1.9% | -$5,226 | 减仓 |
| IBHH | ISHARES IBONDS 2028 TERM HIGH YIELD AND INCOME ETF | $26.68万 | 0.08% | 11,366 | 0 | 0.0% | — | 不变 |
| IBDW | ISHARES IBONDS DEC 2031 TERM CORPORATE ETF | $28.25万 | 0.09% | 13,497 | 0 | 0.0% | — | 不变 |
| OUNZ | VANECK MERK GOLD ETF | $28.80万 | 0.09% | 6,392 | 0 | 0.0% | — | 不变 |
| IBTL | ISHARES IBONDS DEC 2031 TERM TREASURY ETF | $34.47万 | 0.10% | 16,898 | 0 | 0.0% | — | 不变 |
| IDVO | AMPLIFY CWP INTERNATIONAL ENHANCED DIVIDEND INCOME ETF | $37.40万 | 0.11% | 9,241 | 9,241 | — | $37.40万 | 新建仓 |
| IBCA | ISHARES IBONDS DEC 2035 TERM CORPORATE ETF | $38.84万 | 0.12% | 15,147 | 0 | 0.0% | — | 不变 |
| IBTQ | ISHARES IBONDS DEC 2035 TERM TREASURY ETF | $38.99万 | 0.12% | 15,407 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $39.17万 | 0.12% | 2,246 | -695 | -23.6% | -$12.12万 | 减仓 |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF 1 YR JULY | $41.76万 | 0.13% | 14,366 | 0 | 0.0% | — | 不变 |
| IBDZ | ISHARES TR IBONDS DEC 2034 | $49.64万 | 0.15% | 19,050 | 0 | 0.0% | — | 不变 |
| — | FUNDSTRAT GRANNY SHOTS US | $53.45万 | 0.16% | 28,059 | 13,226 | 89.2% | $25.20万 | 加仓 |
| IAU | ISHARES GOLD TR ISHARES NEW | $54.64万 | 0.17% | 6,198 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR RUS 1000 GRW ETF | $57.44万 | 0.17% | 1,347 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $60.25万 | 0.18% | 24,003 | -3,186 | -11.7% | -$8.00万 | 减仓 |
| IBTO | ISHARES IBONDS DEC 2033 TERM TREASURY ETF | $74.74万 | 0.23% | 30,643 | 0 | 0.0% | — | 不变 |
| IBDV | ISHARES IBONDS DEC 2030 TERM CORPORATE ETF | $82.47万 | 0.25% | 37,677 | 4,311 | 12.9% | $9.44万 | 加仓 |
| IBTK | ISHARES IBONDS DEC 2030 TERM TREASURY ETF | $82.82万 | 0.25% | 41,998 | 4,779 | 12.8% | $9.42万 | 加仓 |
| IBDX | ISHARES IBONDS DEC 2032 TERM CORPORATE ETF | $86.98万 | 0.26% | 34,422 | 0 | 0.0% | — | 不变 |
| IBTM | ISHARES IBONDS DEC 2032 TERM TREASURY ETF | $93.45万 | 0.28% | 40,753 | 0 | 0.0% | — | 不变 |
| IBDY | SHARES IBONDS DEC 2033 TERM CORPORATE ETF | $95.67万 | 0.29% | 37,010 | 0 | 0.0% | — | 不变 |
| IBDU | ISHARES TR IBONDS DEC 29 | $124.78万 | 0.38% | 53,646 | 4,239 | 8.6% | $9.86万 | 加仓 |
| IBTJ | ISHARES IBONDS DEC 2029 TERM TREASURY ETF | $131.97万 | 0.40% | 60,419 | 4,544 | 8.1% | $9.93万 | 加仓 |
| IBDR | ISHARES TR IBONDS DEC2026 | $132.58万 | 0.40% | 54,694 | -1,738 | -3.1% | -$4.21万 | 减仓 |
| IBTP | ISHARES IBONDS DEC 2034 TERM TREASURY ETF | $134.26万 | 0.41% | 52,382 | 0 | 0.0% | — | 不变 |
| IBDS | ISHARES TR IBONDS 27 ETF | $137.11万 | 0.41% | 56,564 | 452 | 0.8% | $1.10万 | 加仓 |
| IBTG | ISHARES IBONDS DEC 2026 TERM TREASURY ETF | $147.78万 | 0.45% | 64,490 | -1,661 | -2.5% | -$3.81万 | 减仓 |
| IBTH | ISHARES IBONDS DEC 2027 TERM TREASURY ETF | $149.60万 | 0.45% | 66,696 | 489 | 0.7% | $1.10万 | 加仓 |
| IBDT | ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | $174.01万 | 0.53% | 68,697 | 588 | 0.9% | $1.49万 | 加仓 |
| IBTI | ISHARES IBONDS DEC 2028 TERM TREASURY ETF | $205.62万 | 0.62% | 92,278 | 670 | 0.7% | $1.49万 | 加仓 |
| ETH | GRAYSCALE ETHEREUM STAKING MINI ETF | $242.03万 | 0.73% | 121,870 | 3,180 | 2.7% | $6.32万 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ETF SHS NEW | $542.35万 | 1.64% | 180,843 | 15,410 | 9.3% | $46.21万 | 加仓 |
| VOO | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | $542.93万 | 1.64% | 9,086 | -59 | -0.6% | -$3.53万 | 减仓 |
| GRNJ | FUNDSTRAT GRANNY SHOTS US | $1,482.28万 | 4.48% | 592,673 | 34,779 | 6.2% | $86.98万 | 加仓 |
| IAUM | ISHARES GOLD TR SHARES REPRESENT | $1,573.71万 | 4.76% | 336,983 | 330,758 | 5,313.4% | $1,544.64万 | 加仓 |
| RISR | FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE | $1,651.90万 | 4.99% | 456,074 | 14,657 | 3.3% | $53.09万 | 加仓 |
| CGGO | CAPITAL GROUP GLOBAL GROWTH SHS CREATION UNIT | $2,147.68万 | 6.49% | 643,596 | -9,655 | -1.5% | -$32.22万 | 减仓 |
| GRNY | FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | $2,442.29万 | 7.38% | 1,023,165 | 43,518 | 4.4% | $103.88万 | 加仓 |
| IWL | ISHARES TR RUS TOP 200 ETF | $3,320.51万 | 10.04% | 206,913 | 7,770 | 3.9% | $124.69万 | 加仓 |
| BALT | INNOVATOR DEFINED WEALTH SHLD ETF | $3,364.40万 | 10.17% | 1,005,348 | 28,171 | 2.9% | $94.27万 | 加仓 |
| ITOT | ISHARES TR CORE S&P TTL STK | $3,642.41万 | 11.01% | 255,733 | -6,753 | -2.6% | -$96.18万 | 减仓 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $4,716.38万 | 14.26% | 611,089 | 18,429 | 3.1% | $142.24万 | 加仓 |
| DIVO | AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | $4,746.64万 | 14.35% | 1,058,336 | 40,616 | 4.0% | $182.16万 | 加仓 |