RCS Financial Planning, LLC
ANNAPOLIS MD · SEC CIK 0001963347
$2.11亿2026Q2 申报市值
102持仓数
59.2%前十大占比 · 第一大 14.7%
6 / 3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
DIMENSIONAL ETF 加仓+$69.38万
TOPT 新建仓+$64.80万
IVV 加仓+$64.55万
FVAL 新建仓+$40.67万
FBCG 新建仓+$32.70万
2026Q2 卖出最多 按季末市值估算
CRWD 减仓-$93.71万
SPMO 清仓-$58.33万
EFV 减仓-$31.91万
QUAL 减仓-$31.64万
FQAL 减仓-$28.47万
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 |
|---|---|---|---|---|---|---|---|---|
| SPMO | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -5,203 | -100.0% | -$58.33万 | 清仓 |
| GOVT | ISHARES TR | $0 | 0.00% | 0 | -9,380 | -100.0% | -$21.49万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -1,213 | -100.0% | -$20.58万 | 清仓 |
| SCHP | SCHWAB STRATEGIC TR | $20.14万 | 0.10% | 7,601 | 7,601 | — | $20.14万 | 新建仓 |
| IALT | BLACKROCK ETF TRUST | $20.20万 | 0.10% | 7,203 | 7,203 | — | $20.20万 | 新建仓 |
| FQAL | FIDELITY COVINGTON TRUST | $20.89万 | 0.10% | 2,568 | -3,499 | -57.7% | -$28.47万 | 减仓 |
| IDEF | BLACKROCK ETF TRUST | $24.34万 | 0.12% | 7,658 | 331 | 4.5% | $1.05万 | 加仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $24.41万 | 0.12% | 3,244 | 58 | 1.8% | $4,365 | 加仓 |
| NVDA | NVIDIA CORPORATION | $25.87万 | 0.12% | 1,293 | 20 | 1.6% | $4,002 | 重新持有 |
| CORO | BLACKROCK ETF TRUST | $26.97万 | 0.13% | 7,368 | 7,368 | — | $26.97万 | 新建仓 |
| TLH | ISHARES TR | $27.11万 | 0.13% | 2,702 | -518 | -16.1% | -$5.20万 | 减仓 |
| BLV | VANGUARD BD INDEX FDS | $27.69万 | 0.13% | 4,017 | 37 | 0.9% | $2,550 | 加仓 |
| DMXF | ISHARES TR | $28.10万 | 0.13% | 3,322 | -74 | -2.2% | -$6,260 | 减仓 |
| VBR | VANGUARD INDEX FDS | $28.31万 | 0.13% | 1,165 | -24 | -2.0% | -$5,832 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $28.45万 | 0.13% | 3,709 | 37 | 1.0% | $2,838 | 加仓 |
| VXUS | VANGUARD STAR FDS | $28.67万 | 0.14% | 3,354 | 7 | 0.2% | $598 | 加仓 |
| PG | PROCTER & GAMBLE CO | $28.99万 | 0.14% | 1,977 | 126 | 6.8% | $1.85万 | 加仓 |
| ITOT | ISHARES TR | $29.09万 | 0.14% | 1,771 | -293 | -14.2% | -$4.81万 | 减仓 |
| DGCB | DIMENSIONAL ETF TRUST | $29.83万 | 0.14% | 5,457 | -4,187 | -43.4% | -$22.89万 | 减仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $31.46万 | 0.15% | 2,764 | -79 | -2.8% | -$8,992 | 减仓 |
| EVUS | ISHARES TR | $31.47万 | 0.15% | 8,964 | 86 | 1.0% | $3,019 | 加仓 |
| IYW | ISHARES TR | $32.13万 | 0.15% | 1,274 | -639 | -33.4% | -$16.12万 | 减仓 |
| MTUM | ISHARES TR | $32.19万 | 0.15% | 939 | -222 | -19.1% | -$7.61万 | 减仓 |
| FBCG | FIDELITY COVINGTON TRUST | $32.70万 | 0.15% | 5,265 | 5,265 | — | $32.70万 | 新建仓 |
| DIHP | DIMENSIONAL ETF TRUST | $34.16万 | 0.16% | 10,009 | -1,390 | -12.2% | -$4.74万 | 减仓 |
| FLDB | FIDELITY MERRIMACK STR TR | $34.17万 | 0.16% | 6,779 | 30 | 0.4% | $1,512 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $37.08万 | 0.18% | 8,691 | -666 | -7.1% | -$2.84万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $38.45万 | 0.18% | 514 | 191 | 59.1% | $14.29万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $38.61万 | 0.18% | 8,957 | -3,354 | -27.2% | -$14.46万 | 减仓 |
| FVAL | FIDELITY COVINGTON TRUST | $40.67万 | 0.19% | 5,218 | 5,218 | — | $40.67万 | 新建仓 |
| BLCR | BLACKROCK ETF TRUST | $41.39万 | 0.20% | 8,218 | 406 | 5.2% | $2.05万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $42.29万 | 0.20% | 8,022 | -2,055 | -20.4% | -$10.83万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $44.00万 | 0.21% | 8,497 | 0 | 0.0% | — | 不变 |
| DEHP | DIMENSIONAL ETF TRUST | $44.30万 | 0.21% | 10,357 | -840 | -7.5% | -$3.59万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $46.00万 | 0.22% | 11,633 | 0 | 0.0% | — | 不变 |
| JBND | J P MORGAN EXCHANGE TRADED F | $49.28万 | 0.23% | 9,211 | 98 | 1.1% | $5,243 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $49.32万 | 0.23% | 8,180 | -2,130 | -20.7% | -$12.84万 | 减仓 |
| SCHJ | SCHWAB STRATEGIC TR | $49.52万 | 0.23% | 20,083 | 842 | 4.4% | $2.08万 | 加仓 |
| IAGG | ISHARES TR | $50.12万 | 0.24% | 9,904 | -2,623 | -20.9% | -$13.27万 | 减仓 |
| LMUB | ISHARES TR | $52.84万 | 0.25% | 10,317 | 544 | 5.6% | $2.79万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $54.61万 | 0.26% | 11,667 | 314 | 2.8% | $1.47万 | 加仓 |
| USXF | ISHARES TR | $56.00万 | 0.27% | 8,063 | -774 | -8.8% | -$5.38万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $58.11万 | 0.28% | 3,050 | -80 | -2.6% | -$1.52万 | 减仓 |
| SPHB | INVESCO EXCH TRADED FD TR II | $60.90万 | 0.29% | 3,914 | 797 | 25.6% | $12.40万 | 加仓 |
| CSX | CSX CORP | $62.03万 | 0.29% | 13,050 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES TR | $62.42万 | 0.30% | 6,071 | -139 | -2.2% | -$1.43万 | 减仓 |
| OEF | ISHARES TR | $62.53万 | 0.30% | 1,709 | -149 | -8.0% | -$5.45万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $64.19万 | 0.30% | 15,562 | -152 | -1.0% | -$6,270 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $64.30万 | 0.30% | 5,021 | -10 | -0.2% | -$1,281 | 减仓 |
| TOPT | ISHARES TR | $64.80万 | 0.31% | 19,683 | 19,683 | — | $64.80万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $65.23万 | 0.31% | 2,152 | 15 | 0.7% | $4,546 | 加仓 |
| VTES | VANGUARD WELLINGTON FD | $67.43万 | 0.32% | 6,656 | 0 | 0.0% | — | 不变 |
| — | FIDELITY MERRIMACK STR TR | $73.81万 | 0.35% | 15,593 | -388 | -2.4% | -$1.84万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $74.29万 | 0.35% | 15,339 | -35 | -0.2% | -$1,695 | 减仓 |
| — | FIDELITY COVINGTON TRUST | $75.40万 | 0.36% | 21,240 | -4,424 | -17.2% | -$15.71万 | 减仓 |
| DSI | ISHARES TR | $75.81万 | 0.36% | 5,324 | -274 | -4.9% | -$3.90万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $75.90万 | 0.36% | 9,258 | 0 | 0.0% | — | 不变 |
| FDMO | FIDELITY COVINGTON TRUST | $78.69万 | 0.37% | 7,983 | -907 | -10.2% | -$8.94万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $81.36万 | 0.39% | 35,174 | 713 | 2.1% | $1.65万 | 加仓 |
| EFG | ISHARES TR | $87.38万 | 0.41% | 7,023 | 13 | 0.2% | $1,617 | 加仓 |
| FDRR | FIDELITY COVINGTON TRUST | $88.48万 | 0.42% | 13,637 | -145 | -1.1% | -$9,408 | 减仓 |
| EFV | ISHARES TR | $89.39万 | 0.42% | 11,678 | -4,168 | -26.3% | -$31.91万 | 减仓 |
| IEMG | ISHARES INC | $89.96万 | 0.43% | 10,860 | -1,779 | -14.1% | -$14.74万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $90.61万 | 0.43% | 7,262 | -114 | -1.5% | -$1.42万 | 减仓 |
| IEFA | ISHARES TR | $92.00万 | 0.44% | 9,526 | -32 | -0.3% | -$3,091 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $94.31万 | 0.45% | 23,502 | -727 | -3.0% | -$2.92万 | 减仓 |
| VV | VANGUARD INDEX FDS | $95.64万 | 0.45% | 2,781 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $98.63万 | 0.47% | 4,344 | -510 | -10.5% | -$11.58万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $99.87万 | 0.47% | 16,731 | -268 | -1.6% | -$1.60万 | 减仓 |
| FIVA | FIDELITY COVINGTON TRUST | $99.94万 | 0.47% | 25,944 | 5,396 | 26.3% | $20.79万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $100.58万 | 0.48% | 2,718 | -241 | -8.1% | -$8.92万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $101.56万 | 0.48% | 30,012 | 10 | 0.0% | $338 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $103.53万 | 0.49% | 37,376 | -605 | -1.6% | -$1.68万 | 减仓 |
| EAGG | ISHARES TR | $104.36万 | 0.49% | 22,013 | 1,481 | 7.2% | $7.02万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $105.35万 | 0.50% | 26,199 | -1,408 | -5.1% | -$5.66万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $118.08万 | 0.56% | 17,362 | -795 | -4.4% | -$5.41万 | 减仓 |
| FSEC | FIDELITY MERRIMACK STR TR | $119.16万 | 0.56% | 27,097 | 15 | 0.1% | $660 | 加仓 |
| IVW | ISHARES TR | $121.54万 | 0.58% | 8,837 | -262 | -2.9% | -$3.60万 | 减仓 |
| LCTU | BLACKROCK ETF TRUST | $126.70万 | 0.60% | 15,806 | -527 | -3.2% | -$4.22万 | 减仓 |
| QUAL | ISHARES TR | $134.02万 | 0.63% | 6,108 | -1,442 | -19.1% | -$31.64万 | 减仓 |
| SUSC | ISHARES TR | $134.97万 | 0.64% | 58,299 | 4,200 | 7.8% | $9.72万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $144.10万 | 0.68% | 18,496 | 2,035 | 12.4% | $15.85万 | 加仓 |
| SUB | ISHARES TR | $144.18万 | 0.68% | 13,541 | 255 | 1.9% | $2.72万 | 加仓 |
| IUSB | ISHARES TR | $153.54万 | 0.73% | 33,269 | 5,401 | 19.4% | $24.93万 | 加仓 |
| ESGU | ISHARES TR | $167.92万 | 0.80% | 10,260 | -381 | -3.6% | -$6.24万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $182.56万 | 0.86% | 69,786 | 1,368 | 2.0% | $3.58万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $219.84万 | 1.04% | 30,855 | -1,878 | -5.7% | -$13.38万 | 减仓 |
| MUB | ISHARES TR | $247.80万 | 1.17% | 23,025 | -290 | -1.2% | -$3.12万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $261.04万 | 1.24% | 50,501 | -182 | -0.4% | -$9,408 | 减仓 |
| VTV | VANGUARD INDEX FDS | $277.01万 | 1.31% | 12,711 | 8 | 0.1% | $1,743 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $307.88万 | 1.46% | 29,877 | -83 | -0.3% | -$8,553 | 减仓 |
| AAPL | APPLE INC | $386.98万 | 1.83% | 13,374 | 245 | 1.9% | $7.09万 | 加仓 |
| IVV | ISHARES TR | $399.66万 | 1.89% | 5,337 | 862 | 19.3% | $64.55万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $403.03万 | 1.91% | 46,788 | -432 | -0.9% | -$3.72万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $480.40万 | 2.27% | 94,979 | 939 | 1.0% | $4.75万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $504.28万 | 2.39% | 6,608 | -1,228 | -15.7% | -$93.71万 | 减仓 |
| FLDR | FIDELITY MERRIMACK STR TR | $628.94万 | 2.98% | 125,130 | 2,225 | 1.8% | $11.18万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $631.99万 | 2.99% | 155,509 | -6,484 | -4.0% | -$26.35万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $766.60万 | 3.63% | 160,545 | -1,970 | -1.2% | -$9.41万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,110.54万 | 5.26% | 266,126 | 7,386 | 2.9% | $30.82万 | 加仓 |