Ridgeline Wealth Planning, LLC
Centerville OH · SEC CIK 0002013788
$1.58亿2026Q2 申报市值
53持仓数
81.4%前十大占比 · 第一大 26.7%
3 / 2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
SPYM 加仓+$264.90万
DYNF 加仓+$235.95万
CGGR 加仓+$129.66万
CGDV 加仓+$103.79万
BAI 加仓+$53.42万
2026Q2 卖出最多 按季末市值估算
CGGO 减仓-$324.10万
IAU 清仓-$193.36万
FLQM 减仓-$177.85万
QQQ 减仓-$126.00万
EMXC 减仓-$41.31万
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 |
|---|---|---|---|---|---|---|---|---|
| IAU | ISHARES GOLD TR | $0 | 0.00% | 0 | -21,933 | -100.0% | -$193.36万 | 清仓 |
| GLD | SPDR GOLD TR | $0 | 0.00% | 0 | -933 | -100.0% | -$40.15万 | 清仓 |
| TSLA | TESLA INC | $21.03万 | 0.13% | 500 | 12 | 2.5% | $5,047 | 重新持有 |
| SRLN | SSGA ACTIVE ETF TR | $21.14万 | 0.13% | 5,248 | -7,929 | -60.2% | -$31.95万 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $22.37万 | 0.14% | 1,266 | -1 | -0.1% | -$177 | 减仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $22.74万 | 0.14% | 1,858 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $23.27万 | 0.15% | 194 | 194 | — | $23.27万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $23.43万 | 0.15% | 203 | 203 | — | $23.43万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $24.22万 | 0.15% | 417 | 417 | — | $24.22万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $25.53万 | 0.16% | 780 | 42 | 5.7% | $1.37万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $27.06万 | 0.17% | 893 | 7 | 0.8% | $2,121 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $27.10万 | 0.17% | 1,067 | 7 | 0.7% | $1,778 | 加仓 |
| GOOG | ALPHABET INC | $27.99万 | 0.18% | 792 | 6 | 0.8% | $2,121 | 加仓 |
| FXR | FIRST TR EXCHANGE-TRADED FD | $30.61万 | 0.19% | 3,359 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $31.02万 | 0.20% | 609 | 1 | 0.2% | $509 | 加仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $32.47万 | 0.21% | 5,609 | -30,726 | -84.6% | -$177.85万 | 减仓 |
| XCEM | COLUMBIA ETF TR II | $32.74万 | 0.21% | 6,191 | -450 | -6.8% | -$2.38万 | 减仓 |
| WMT | WALMART INC | $33.39万 | 0.21% | 2,948 | -28 | -0.9% | -$3,171 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $36.93万 | 0.23% | 738 | 305 | 70.4% | $15.26万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $39.51万 | 0.25% | 12,461 | -460 | -3.6% | -$1.46万 | 减仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $40.19万 | 0.25% | 18,030 | -356 | -1.9% | -$7,935 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $40.95万 | 0.26% | 9,232 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $42.74万 | 0.27% | 437 | 0 | 0.0% | — | 不变 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $43.07万 | 0.27% | 1,627 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $48.53万 | 0.31% | 1,358 | 35 | 2.6% | $1.25万 | 加仓 |
| AVGO | BROADCOM INC | $49.19万 | 0.31% | 1,302 | 27 | 2.1% | $1.02万 | 加仓 |
| MSFT | MICROSOFT CORP | $49.25万 | 0.31% | 1,320 | 21 | 1.6% | $7,835 | 加仓 |
| BILS | SPDR SERIES TRUST | $59.53万 | 0.38% | 5,990 | -162 | -2.6% | -$1.61万 | 减仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $64.83万 | 0.41% | 1,937 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $68.04万 | 0.43% | 4,640 | 133 | 3.0% | $1.95万 | 加仓 |
| IJR | ISHARES TR | $80.30万 | 0.51% | 5,414 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $85.18万 | 0.54% | 3,574 | 170 | 5.0% | $4.05万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $87.09万 | 0.55% | 9,666 | -77 | -0.8% | -$6,938 | 减仓 |
| NVDA | NVIDIA CORPORATION | $89.96万 | 0.57% | 4,496 | -75 | -1.6% | -$1.50万 | 减仓 |
| QUAL | ISHARES TR | $93.37万 | 0.59% | 4,255 | -441 | -9.4% | -$9.68万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $98.77万 | 0.63% | 10,879 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $103.70万 | 0.66% | 20,580 | 8,925 | 76.6% | $44.97万 | 加仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $107.31万 | 0.68% | 45,261 | -1,615 | -3.4% | -$3.83万 | 减仓 |
| AAPL | APPLE INC | $108.11万 | 0.69% | 3,736 | -120 | -3.1% | -$3.47万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $139.48万 | 0.88% | 17,649 | 5,923 | 50.5% | $46.81万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $143.47万 | 0.91% | 3,877 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $183.50万 | 1.16% | 7,569 | 630 | 9.1% | $15.27万 | 加仓 |
| IVV | ISHARES TR | $192.51万 | 1.22% | 2,571 | -86 | -3.2% | -$6.44万 | 减仓 |
| MTG | MGIC INVT CORP WIS | $203.70万 | 1.29% | 72,233 | 8,377 | 13.1% | $23.62万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $212.76万 | 1.35% | 4,910 | 547 | 12.5% | $23.70万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $238.50万 | 1.51% | 45,239 | 10,133 | 28.9% | $53.42万 | 加仓 |
| EMXC | ISHARES INC | $363.25万 | 2.30% | 35,508 | -4,038 | -10.2% | -$41.31万 | 减仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $584.13万 | 3.70% | 136,735 | -2,131 | -1.5% | -$9.10万 | 减仓 |
| QQQ | INVESCO QQQ TR | $659.55万 | 4.18% | 8,956 | -1,711 | -16.0% | -$126.00万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $857.58万 | 5.44% | 181,692 | 27,471 | 17.8% | $129.66万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $1,116.62万 | 7.08% | 263,789 | -76,564 | -22.5% | -$324.10万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,343.70万 | 8.52% | 272,667 | 21,061 | 8.4% | $103.79万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $1,468.91万 | 9.31% | 215,984 | 34,694 | 19.1% | $235.95万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $2,001.20万 | 12.68% | 395,728 | 2,376 | 0.6% | $12.02万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $4,206.72万 | 26.66% | 478,689 | 30,143 | 6.7% | $264.90万 | 加仓 |