13F 机构持仓

Reliant Wealth Planning

LOUISVILLE KY · SEC CIK 0001823393

2026Q22026Q1 更早 9 个季度 🔒
$3.64亿2026Q2 申报市值
54持仓数
88.6%前十大占比 · 第一大 13.9%
2 / 0新建仓 / 清仓
申报市值走势$3.64亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

DIVO 13.9%
BIV 13.3%
ITOT 11.3%
IWL 10.9%
BALT 9.8%
GRNY 7.9%
CGGO 7.6%
GRNJ 5.4%
RISR 4.7%
IAUM 3.9%

2026Q2 买入最多 按季末市值估算

DIVO 加仓+$210.21万
BIV 加仓+$159.36万
IWL 加仓+$151.53万
BALT 加仓+$108.52万
GRNJ 加仓+$87.54万

2026Q2 卖出最多 按季末市值估算

ITOT 减仓-$108.71万
IBDY 减仓-$19.89万
VOO 减仓-$12.09万
IBTO 减仓-$4.96万
IBCA 减仓-$4.01万

2026Q2 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
GLD SPDR GOLD SHARES $22.10万0.06%600 00.0% — 不变
— ISHARES TR IBONDS 2031 TERM $25.94万0.07%10,067 00.0% — 不变
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF $26.17万0.07%4,633 00.0% — 不变
— FLEXSHARES INTERNATIONAL QUALITY DIV DYNAMIC INDEX FUND $26.34万0.07%6,165 00.0% — 不变
IJH ISHARES TR CORE S&P MCP ETF $26.36万0.07%3,418 00.0% — 不变
IBHH ISHARES IBONDS 2028 TERM HIGH YIELD AND INCOME ETF $26.71万0.07%11,366 00.0% — 不变
— ISHARES ETHEREUM TR SHS $27.11万0.07%22,800 7,62150.2% $9.06万 加仓
AMD ADVANCED MICRO DEVICES INCORPORATED $27.42万0.08%472 472— $27.42万 新建仓
IBDW ISHARES IBONDS DEC 2031 TERM CORPORATE ETF $28.13万0.08%13,497 00.0% — 不变
ESGV VANGUARD ESG U.S. STOCK ETF $28.21万0.08%2,133 00.0% — 不变
OUNZ VANECK MERK GOLD ETF $30.22万0.08%7,831 1,43922.5% $5.55万 加仓
IVV ISHARES TR CORE S&P500 ETF $30.40万0.08%406 00.0% — 不变
IBIT ISHARES BITCOIN TRUST ETF SHS BEN INT $32.08万0.09%9,638 3,59659.5% $11.97万 重新持有
IBTL ISHARES IBONDS DEC 2031 TERM TREASURY ETF $34.12万0.09%16,898 00.0% — 不变
IBTQ ISHARES IBONDS DEC 2035 TERM TREASURY ETF $34.66万0.10%13,818 -1,589-10.3% -$3.99万 减仓
IBCA ISHARES IBONDS DEC 2035 TERM CORPORATE ETF $34.78万0.10%13,580 -1,567-10.3% -$4.01万 减仓
SAMT STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF $42.29万0.12%8,860 8,860— $42.29万 新建仓
— INNOVATOR EQUITY DEFINED PROTECTION ETF 1 YR JULY $43.05万0.12%14,366 00.0% — 不变
FEOE FIRST EAGLE OVERSEAS EQUITY ETF $45.66万0.13%8,551 3,33363.9% $17.80万 加仓
IAU ISHARES GOLD TR ISHARES NEW $46.80万0.13%6,198 00.0% — 不变
IBDZ ISHARES TR IBONDS DEC 2034 $49.63万0.14%19,050 00.0% — 不变
NVDA NVIDIA CORPORATION $52.84万0.15%2,641 39517.6% $7.90万 加仓
— FUNDSTRAT GRANNY SHOTS US $58.66万0.16%27,799 -260-0.9% -$5,486 减仓
IDVO AMPLIFY CWP INTERNATIONAL ENHANCED DIVIDEND INCOME ETF $63.12万0.17%15,028 5,78762.6% $24.31万 加仓
IWF ISHARES TR RUS 1000 GRW ETF $66.90万0.18%5,388 00.0% — 不变
IBTO ISHARES IBONDS DEC 2033 TERM TREASURY ETF $68.99万0.19%28,589 -2,054-6.7% -$4.96万 减仓
SCHB SCHWAB U.S. BROAD MARKET ETF $69.51万0.19%24,003 00.0% — 不变
IBDY SHARES IBONDS DEC 2033 TERM CORPORATE ETF $75.39万0.21%29,284 -7,726-20.9% -$19.89万 减仓
IBTK ISHARES IBONDS DEC 2030 TERM TREASURY ETF $82.06万0.23%41,998 00.0% — 不变
IBDV ISHARES IBONDS DEC 2030 TERM CORPORATE ETF $82.14万0.23%37,677 00.0% — 不变
IBDX ISHARES IBONDS DEC 2032 TERM CORPORATE ETF $86.71万0.24%34,422 00.0% — 不变
IBTM ISHARES IBONDS DEC 2032 TERM TREASURY ETF $92.49万0.25%40,753 00.0% — 不变
IBDU ISHARES TR IBONDS DEC 29 $126.19万0.35%54,485 8391.6% $1.94万 加仓
IBTJ ISHARES IBONDS DEC 2029 TERM TREASURY ETF $132.75万0.37%61,315 8961.5% $1.94万 加仓
IBTP ISHARES IBONDS DEC 2034 TERM TREASURY ETF $132.97万0.37%52,382 00.0% — 不变
IBDR ISHARES TR IBONDS DEC2026 $133.28万0.37%55,008 3140.6% $7,608 加仓
IBDS ISHARES TR IBONDS 27 ETF $138.55万0.38%57,204 6401.1% $1.55万 加仓
IBTG ISHARES IBONDS DEC 2026 TERM TREASURY ETF $148.38万0.41%64,822 3320.5% $7,599 加仓
IBTH ISHARES IBONDS DEC 2027 TERM TREASURY ETF $150.74万0.41%67,387 6911.0% $1.55万 加仓
IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF $175.12万0.48%69,355 6581.0% $1.66万 加仓
ETH GRAYSCALE ETHEREUM STAKING MINI ETF $199.18万0.55%132,523 10,6538.7% $16.01万 加仓
IBTI ISHARES IBONDS DEC 2028 TERM TREASURY ETF $212.85万0.59%96,139 3,8614.2% $8.55万 加仓
BTC GRAYSCALE BITCOIN MINI TR ETF SHS NEW $483.48万1.33%186,312 5,4693.0% $14.19万 加仓
VOO VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW $611.95万1.68%8,910 -176-1.9% -$12.09万 减仓
IAUM ISHARES GOLD TR SHARES REPRESENT $1,416.73万3.90%354,094 17,1115.1% $68.46万 加仓
RISR FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE $1,691.89万4.65%467,373 11,2992.5% $40.90万 加仓
GRNJ FUNDSTRAT GRANNY SHOTS US $1,950.91万5.37%620,518 27,8454.7% $87.54万 加仓
CGGO CAPITAL GROUP GLOBAL GROWTH SHS CREATION UNIT $2,764.83万7.60%653,161 9,5651.5% $40.49万 加仓
GRNY FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF $2,884.17万7.93%1,043,100 19,9351.9% $55.12万 加仓
BALT INNOVATOR DEFINED WEALTH SHLD ETF $3,553.85万9.77%1,037,015 31,6673.1% $108.52万 加仓
IWL ISHARES TR RUS TOP 200 ETF $3,978.39万10.94%215,106 8,1934.0% $151.53万 加仓
ITOT ISHARES TR CORE S&P TTL STK $4,092.21万11.26%249,115 -6,618-2.6% -$108.71万 减仓
BIV VANGUARD INTERMEDIATE-TERM BOND ETF $4,846.41万13.33%631,866 20,7773.4% $159.36万 加仓
DIVO AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF $5,046.81万13.88%1,104,334 45,9984.3% $210.21万 加仓