Ridgeline Wealth Planning, LLC
Centerville OH · SEC CIK 0002013788
$1.37亿2026Q1 申报市值
51持仓数
80.2%前十大占比 · 第一大 25.1%
2 / 0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
BXSL 加仓+$39.24万
BILS 加仓+$33.99万
AAPL 加仓+$24.44万
PPA 新建仓+$20.99万
BRK/B 新建仓+$20.75万
2026Q1 卖出最多 按季末市值估算
PH 减仓-$18.71万
EMXC 减仓-$17.87万
CGDV 减仓-$17.46万
QUAL 减仓-$13.67万
DYNF 减仓-$13.31万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | $3,433.17万 | 25.07% | 448,546 | 517 | 0.1% | $3.96万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,990.75万 | 14.54% | 393,352 | -929 | -0.2% | -$4.70万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $1,135.76万 | 8.29% | 340,353 | 4,336 | 1.3% | $14.47万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,070.33万 | 7.82% | 251,606 | -4,104 | -1.6% | -$17.46万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $1,054.75万 | 7.70% | 181,290 | -2,287 | -1.2% | -$13.31万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $619.81万 | 4.53% | 154,221 | 1,455 | 1.0% | $5.85万 | 加仓 |
| QQQ | INVESCO QQQ TR | $615.71万 | 4.50% | 10,667 | 14 | 0.1% | $8,081 | 加仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $552.83万 | 4.04% | 138,866 | 25 | 0.0% | $995 | 加仓 |
| EMXC | ISHARES INC | $311.07万 | 2.27% | 39,546 | -2,272 | -5.4% | -$17.87万 | 减仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $199.59万 | 1.46% | 36,335 | -141 | -0.4% | -$7,745 | 减仓 |
| IAU | ISHARES GOLD TR | $193.36万 | 1.41% | 21,933 | -738 | -3.3% | -$6.51万 | 减仓 |
| IVV | ISHARES TR | $173.55万 | 1.27% | 2,657 | 142 | 5.6% | $9.28万 | 加仓 |
| MTG | MGIC INVT CORP WIS | $167.62万 | 1.22% | 63,856 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $151.79万 | 1.11% | 6,939 | -103 | -1.5% | -$2.25万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $124.36万 | 0.91% | 3,877 | 1 | 0.0% | $321 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $115.67万 | 0.84% | 35,106 | -33 | -0.1% | -$1,087 | 减仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $111.05万 | 0.81% | 46,876 | 16,563 | 54.6% | $39.24万 | 加仓 |
| AAPL | APPLE INC | $97.87万 | 0.71% | 3,856 | 963 | 33.3% | $24.44万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $93.22万 | 0.68% | 4,363 | -593 | -12.0% | -$12.67万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $92.96万 | 0.68% | 11,726 | -779 | -6.2% | -$6.18万 | 减仓 |
| QUAL | ISHARES TR | $90.06万 | 0.66% | 4,696 | -713 | -13.2% | -$13.67万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $86.01万 | 0.63% | 10,879 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $79.72万 | 0.58% | 4,571 | 552 | 13.7% | $9.63万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $73.26万 | 0.54% | 9,743 | 88 | 0.9% | $6,617 | 加仓 |
| AMZN | AMAZON COM INC | $70.90万 | 0.52% | 3,404 | 172 | 5.3% | $3.58万 | 加仓 |
| IJR | ISHARES TR | $67.30万 | 0.49% | 5,414 | -699 | -11.4% | -$8.69万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $65.10万 | 0.48% | 4,507 | 223 | 5.2% | $3.22万 | 加仓 |
| BILS | SPDR SERIES TRUST | $61.18万 | 0.45% | 6,152 | 3,418 | 125.0% | $33.99万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $53.21万 | 0.39% | 11,655 | 4,045 | 53.2% | $18.47万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $52.89万 | 0.39% | 13,177 | -47 | -0.4% | -$1,887 | 减仓 |
| MSFT | MICROSOFT CORP | $48.09万 | 0.35% | 1,299 | 39 | 3.1% | $1.44万 | 加仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $41.84万 | 0.31% | 1,937 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $41.48万 | 0.30% | 608 | 1 | 0.2% | $682 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $41.07万 | 0.30% | 18,386 | 966 | 5.5% | $2.16万 | 加仓 |
| GLD | SPDR GOLD TR | $40.15万 | 0.29% | 933 | -18 | -1.9% | -$7,745 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $39.64万 | 0.29% | 12,921 | -102 | -0.8% | -$3,129 | 减仓 |
| AVGO | BROADCOM INC | $39.47万 | 0.29% | 1,275 | 50 | 4.1% | $1.55万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $39.12万 | 0.29% | 437 | -209 | -32.4% | -$18.71万 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $38.08万 | 0.28% | 1,627 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $38.04万 | 0.28% | 1,323 | 175 | 15.2% | $5.03万 | 加仓 |
| WMT | WALMART INC | $36.99万 | 0.27% | 2,976 | -487 | -14.1% | -$6.05万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $35.88万 | 0.26% | 9,232 | 0 | 0.0% | — | 不变 |
| FXR | FIRST TR EXCHANGE-TRADED FD | $27.42万 | 0.20% | 3,359 | 0 | 0.0% | — | 不变 |
| XCEM | COLUMBIA ETF TR II | $27.10万 | 0.20% | 6,641 | 134 | 2.1% | $5,469 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $25.91万 | 0.19% | 1,060 | 25 | 2.4% | $6,111 | 加仓 |
| GOOG | ALPHABET INC | $22.55万 | 0.16% | 786 | 39 | 5.2% | $1.12万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $21.71万 | 0.16% | 738 | 2 | 0.3% | $588 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $21.05万 | 0.15% | 886 | 37 | 4.4% | $8,792 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $20.99万 | 0.15% | 1,267 | 1,267 | — | $20.99万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $20.75万 | 0.15% | 433 | 433 | — | $20.75万 | 新建仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $20.40万 | 0.15% | 1,858 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |