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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $2,654.13万 | 13.77% | 682,997 | -23,413 | -3.3% | -$90.98万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $1,740.43万 | 9.03% | 412,228 | 8,869 | 2.2% | $37.44万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,685.79万 | 8.75% | 368,095 | 14,331 | 4.1% | $65.63万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $1,079.58万 | 5.60% | 303,850 | -7,606 | -2.4% | -$27.02万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,037.51万 | 5.38% | 296,092 | 2,716 | 0.9% | $9.52万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $951.13万 | 4.93% | 258,740 | -7,848 | -2.9% | -$28.85万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $778.12万 | 4.04% | 162,515 | 3,417 | 2.1% | $16.36万 | 加仓 |
| FLDR | FIDELITY MERRIMACK STR TR | $617.24万 | 3.20% | 122,905 | 1,713 | 1.4% | $8.60万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $559.69万 | 2.90% | 161,993 | -2,693 | -1.6% | -$9.30万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $469.17万 | 2.43% | 94,040 | -4,258 | -4.3% | -$21.24万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $343.75万 | 1.78% | 7,870 | 104 | 1.3% | $4.54万 | 加仓 |
| AAPL | APPLE INC | $333.19万 | 1.73% | 13,129 | -1,708 | -11.5% | -$43.35万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $305.93万 | 1.59% | 7,836 | -138 | -1.7% | -$5.39万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $299.19万 | 1.55% | 29,960 | -2,866 | -8.7% | -$28.62万 | 减仓 |
| IVV | ISHARES TR | $292.34万 | 1.52% | 4,475 | -7,665 | -63.1% | -$500.74万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $249.23万 | 1.29% | 12,703 | 1,814 | 16.7% | $35.59万 | 加仓 |
| MUB | ISHARES TR | $247.49万 | 1.28% | 23,315 | 7,827 | 50.5% | $83.09万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $228.68万 | 1.19% | 50,683 | -1,816 | -3.5% | -$8.19万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $209.76万 | 1.09% | 32,733 | -3,451 | -9.5% | -$22.11万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $161.81万 | 0.84% | 68,418 | -491 | -0.7% | -$1.16万 | 减仓 |
| ESGU | ISHARES TR | $150.48万 | 0.78% | 10,641 | -127 | -1.2% | -$1.80万 | 减仓 |
| QUAL | ISHARES TR | $144.81万 | 0.75% | 7,550 | -9,008 | -54.4% | -$172.78万 | 减仓 |
| SUB | ISHARES TR | $141.50万 | 0.73% | 13,286 | 193 | 1.5% | $2.06万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $129.07万 | 0.67% | 16,461 | -9 | -0.1% | -$706 | 减仓 |
| IUSB | ISHARES TR | $128.72万 | 0.67% | 27,868 | -96,297 | -77.6% | -$444.80万 | 减仓 |
| SUSC | ISHARES TR | $125.17万 | 0.65% | 54,099 | 1,612 | 3.1% | $3.73万 | 加仓 |
| FSEC | FIDELITY MERRIMACK STR TR | $119.10万 | 0.62% | 27,082 | 27,082 | — | $119.10万 | 新建仓 |
| EFV | ISHARES TR | $117.81万 | 0.61% | 15,846 | -40,389 | -71.8% | -$300.29万 | 减仓 |
| LCTU | BLACKROCK ETF TRUST | $114.56万 | 0.59% | 16,333 | -1,578 | -8.8% | -$11.07万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $105.64万 | 0.55% | 18,157 | -68,513 | -79.1% | -$398.61万 | 减仓 |
| IVW | ISHARES TR | $102.92万 | 0.53% | 9,099 | -26,823 | -74.7% | -$303.39万 | 减仓 |
| IVE | ISHARES TR | $102.49万 | 0.53% | 4,854 | -19,841 | -80.3% | -$418.94万 | 减仓 |
| EAGG | ISHARES TR | $97.63万 | 0.51% | 20,532 | 2,411 | 13.3% | $11.46万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $95.56万 | 0.50% | 24,229 | -1,523 | -5.9% | -$6.01万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $94.92万 | 0.49% | 2,959 | -25 | -0.8% | -$8,020 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $94.00万 | 0.49% | 37,981 | 10,305 | 37.2% | $25.51万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $93.48万 | 0.48% | 27,607 | -603 | -2.1% | -$2.04万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $91.88万 | 0.48% | 16,999 | -864 | -4.8% | -$4.67万 | 减仓 |
| — | FIDELITY COVINGTON TRUST | $91.57万 | 0.48% | 25,664 | 25,664 | — | $91.57万 | 新建仓 |
| IEMG | ISHARES INC | $88.16万 | 0.46% | 12,639 | -47,552 | -79.0% | -$331.67万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $87.40万 | 0.45% | 30,002 | 13,812 | 85.3% | $40.23万 | 加仓 |
| IEFA | ISHARES TR | $86.53万 | 0.45% | 9,558 | 6 | 0.1% | $543 | 加仓 |
| VV | VANGUARD INDEX FDS | $83.11万 | 0.43% | 2,781 | -246 | -8.1% | -$7.35万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $81.49万 | 0.42% | 7,376 | 0 | 0.0% | — | 不变 |
| FDRR | FIDELITY COVINGTON TRUST | $81.04万 | 0.42% | 13,782 | 13,782 | — | $81.04万 | 新建仓 |
| SCHZ | SCHWAB STRATEGIC TR | $80.02万 | 0.42% | 34,461 | -3,960 | -10.3% | -$9.20万 | 减仓 |
| EFG | ISHARES TR | $78.07万 | 0.40% | 7,010 | 71 | 1.0% | $7,907 | 加仓 |
| — | FIDELITY MERRIMACK STR TR | $75.60万 | 0.39% | 15,981 | 15,981 | — | $75.60万 | 新建仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $73.87万 | 0.38% | 15,374 | -477 | -3.0% | -$2.29万 | 减仓 |
| FIVA | FIDELITY COVINGTON TRUST | $71.53万 | 0.37% | 20,548 | 20,548 | — | $71.53万 | 新建仓 |
| FDMO | FIDELITY COVINGTON TRUST | $71.21万 | 0.37% | 8,890 | 8,890 | — | $71.21万 | 新建仓 |
| DSI | ISHARES TR | $67.84万 | 0.35% | 5,598 | -520 | -8.5% | -$6.30万 | 减仓 |
| VTES | VANGUARD WELLINGTON FD | $67.32万 | 0.35% | 6,656 | -334 | -4.8% | -$3.38万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $66.73万 | 0.35% | 9,258 | -32 | -0.3% | -$2,307 | 减仓 |
| IAGG | ISHARES TR | $62.69万 | 0.33% | 12,527 | -11,292 | -47.4% | -$56.51万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $61.22万 | 0.32% | 15,714 | -645 | -3.9% | -$2.51万 | 减仓 |
| ESGD | ISHARES TR | $59.38万 | 0.31% | 6,210 | -132 | -2.1% | -$1.26万 | 减仓 |
| OEF | ISHARES TR | $59.09万 | 0.31% | 1,858 | -10,706 | -85.2% | -$340.49万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $58.33万 | 0.30% | 5,203 | 5,203 | — | $58.33万 | 新建仓 |
| FDVV | FIDELITY COVINGTON TRUST | $56.95万 | 0.30% | 10,310 | 10,310 | — | $56.95万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $55.97万 | 0.29% | 2,137 | 215 | 11.2% | $5.63万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $55.94万 | 0.29% | 5,031 | 2,348 | 87.5% | $26.11万 | 加仓 |
| CSX | CSX CORP | $53.57万 | 0.28% | 13,050 | -140 | -1.1% | -$5,747 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $53.30万 | 0.28% | 11,353 | 2,500 | 28.2% | $11.74万 | 加仓 |
| DGCB | DIMENSIONAL ETF TRUST | $52.20万 | 0.27% | 9,644 | -86 | -0.9% | -$4,655 | 减仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $49.00万 | 0.25% | 9,113 | 9,113 | — | $49.00万 | 新建仓 |
| LMUB | ISHARES TR | $48.80万 | 0.25% | 9,773 | 9,773 | — | $48.80万 | 新建仓 |
| USXF | ISHARES TR | $48.78万 | 0.25% | 8,837 | -14 | -0.2% | -$773 | 减仓 |
| SCHJ | SCHWAB STRATEGIC TR | $47.57万 | 0.25% | 19,241 | 8,562 | 80.2% | $21.17万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $44.59万 | 0.23% | 12,311 | -36,219 | -74.6% | -$131.19万 | 减仓 |
| FQAL | FIDELITY COVINGTON TRUST | $44.05万 | 0.23% | 6,067 | 6,067 | — | $44.05万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $41.60万 | 0.22% | 3,130 | 976 | 45.3% | $12.97万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $41.54万 | 0.22% | 11,633 | -2,279 | -16.4% | -$8.14万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $39.86万 | 0.21% | 8,497 | 2,934 | 52.7% | $13.76万 | 加仓 |
| DEHP | DIMENSIONAL ETF TRUST | $37.83万 | 0.20% | 11,197 | -509 | -4.3% | -$1.72万 | 减仓 |
| DIHP | DIMENSIONAL ETF TRUST | $36.73万 | 0.19% | 11,399 | -4,359 | -27.7% | -$14.05万 | 减仓 |
| SPHB | INVESCO EXCH TRADED FD TR II | $36.14万 | 0.19% | 3,117 | 3,117 | — | $36.14万 | 新建仓 |
| IYW | ISHARES TR | $34.71万 | 0.18% | 1,913 | -1,501 | -44.0% | -$27.23万 | 减仓 |
| FLDB | FIDELITY MERRIMACK STR TR | $34.07万 | 0.18% | 6,749 | 6,749 | — | $34.07万 | 新建仓 |
| DFEV | DIMENSIONAL ETF TRUST | $33.48万 | 0.17% | 9,357 | -233 | -2.4% | -$8,336 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $33.20万 | 0.17% | 10,077 | -40,816 | -80.2% | -$134.49万 | 减仓 |
| TLH | ISHARES TR | $32.43万 | 0.17% | 3,220 | -17,818 | -84.7% | -$179.46万 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $32.08万 | 0.17% | 7,812 | 7,812 | — | $32.08万 | 新建仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $30.53万 | 0.16% | 2,843 | 2,843 | — | $30.53万 | 新建仓 |
| ITOT | ISHARES TR | $29.40万 | 0.15% | 2,064 | -660 | -24.2% | -$9.40万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $28.34万 | 0.15% | 3,672 | -10 | -0.3% | -$772 | 减仓 |
| EVUS | ISHARES TR | $28.26万 | 0.15% | 8,878 | -1,180 | -11.7% | -$3.76万 | 减仓 |
| MTUM | ISHARES TR | $27.86万 | 0.14% | 1,161 | -5,323 | -82.1% | -$127.75万 | 减仓 |
| BLV | VANGUARD BD INDEX FDS | $27.37万 | 0.14% | 3,980 | -51 | -1.3% | -$3,508 | 减仓 |
| PG | PROCTER & GAMBLE CO | $26.74万 | 0.14% | 1,851 | -700 | -27.4% | -$10.11万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $25.82万 | 0.13% | 1,189 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $25.81万 | 0.13% | 3,347 | -3 | -0.1% | -$231 | 减仓 |
| DMXF | ISHARES TR | $25.62万 | 0.13% | 3,396 | -1,490 | -30.5% | -$11.24万 | 重新持有 |
| IDEF | BLACKROCK ETF TRUST | $23.97万 | 0.12% | 7,327 | 7,327 | — | $23.97万 | 新建仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $23.81万 | 0.12% | 3,186 | 3,186 | — | $23.81万 | 新建仓 |
| GOVT | ISHARES TR | $21.49万 | 0.11% | 9,380 | 9,380 | — | $21.49万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $21.06万 | 0.11% | 323 | 323 | — | $21.06万 | 新建仓 |
| — | EXXON MOBIL CORP | $20.58万 | 0.11% | 1,213 | 1,213 | — | $20.58万 | 新建仓 |
| IAU | ISHARES GOLD TR | $0 | 0.00% | 0 | -16,797 | -100.0% | -$136.34万 | 清仓 |
| MBB | ISHARES TR | $0 | 0.00% | 0 | -13,610 | -100.0% | -$129.59万 | 清仓 |