RCS Financial Planning, LLC
ANNAPOLIS MD · SEC CIK 0001963347
$1.93亿2026Q1 申报市值
98持仓数
60.0%前十大占比 · 第一大 13.8%
20 / 12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
FSEC 新建仓+$119.10万
FIDELITY COVINGT 新建仓+$91.57万
MUB 加仓+$83.09万
FDRR 新建仓+$81.04万
FIDELITY MERRIMA 新建仓+$75.60万
2026Q1 卖出最多 按季末市值估算
IVV 减仓-$500.74万
IUSB 减仓-$444.80万
IVE 减仓-$418.94万
DYNF 减仓-$398.61万
OEF 减仓-$340.49万
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 |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | $343.75万 | 1.78% | 7,870 | 104 | 1.3% | $4.54万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $469.17万 | 2.43% | 94,040 | -4,258 | -4.3% | -$21.24万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $559.69万 | 2.90% | 161,993 | -2,693 | -1.6% | -$9.30万 | 减仓 |
| FLDR | FIDELITY MERRIMACK STR TR | $617.24万 | 3.20% | 122,905 | 1,713 | 1.4% | $8.60万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $778.12万 | 4.04% | 162,515 | 3,417 | 2.1% | $16.36万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $951.13万 | 4.93% | 258,740 | -7,848 | -2.9% | -$28.85万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,037.51万 | 5.38% | 296,092 | 2,716 | 0.9% | $9.52万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $1,079.58万 | 5.60% | 303,850 | -7,606 | -2.4% | -$27.02万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,685.79万 | 8.75% | 368,095 | 14,331 | 4.1% | $65.63万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $1,740.43万 | 9.03% | 412,228 | 8,869 | 2.2% | $37.44万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,654.13万 | 13.77% | 682,997 | -23,413 | -3.3% | -$90.98万 | 减仓 |