RETIREMENT PLANNING GROUP, LLC / NY
MALTA NY · SEC CIK 0002057004
$1.55亿2026Q1 申报市值
94持仓数
46.1%前十大占比 · 第一大 8.9%
6 / 1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
JEPQ 加仓+$106.62万
RWL 加仓+$100.12万
RECS 加仓+$90.02万
SCHD 加仓+$86.42万
IVV 加仓+$85.84万
2026Q1 卖出最多 按季末市值估算
QQQ 减仓-$38.32万
ALPS ETF TR 减仓-$25.00万
FIDELITY GREENWO 清仓-$24.44万
NUVEEN CORE EQUI 减仓-$19.71万
PDI 减仓-$17.08万
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 |
|---|---|---|---|---|---|---|---|---|
| JEPI | J P MORGAN EXCHANGE TRADED F | $1,384.62万 | 8.92% | 244,288 | 14,045 | 6.1% | $79.61万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,063.28万 | 6.85% | 18,422 | -664 | -3.5% | -$38.32万 | 减仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $908.20万 | 5.85% | 79,036 | 8,713 | 12.4% | $100.12万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $612.98万 | 3.95% | 199,796 | 28,167 | 16.4% | $86.42万 | 加仓 |
| PAVE | GLOBAL X FDS | $602.29万 | 3.88% | 118,537 | -449 | -0.4% | -$2.28万 | 减仓 |
| RECS | COLUMBIA ETF TR I | $566.57万 | 3.65% | 145,349 | 23,094 | 18.9% | $90.02万 | 加仓 |
| AAPL | APPLE INC | $521.92万 | 3.36% | 20,565 | 98 | 0.5% | $2.49万 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $518.06万 | 3.34% | 127,791 | 8,308 | 7.0% | $33.68万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $495.46万 | 3.19% | 20,851 | 3,218 | 18.2% | $76.47万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $485.30万 | 3.13% | 79,220 | -2,041 | -2.5% | -$12.50万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $480.84万 | 3.10% | 86,607 | 19,204 | 28.5% | $106.62万 | 加仓 |
| QYLD | GLOBAL X FDS | $465.69万 | 3.00% | 271,541 | -375 | -0.1% | -$6,431 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $392.89万 | 2.53% | 85,788 | -290 | -0.3% | -$1.33万 | 减仓 |
| — | NUVEEN CORE EQUITY ALPHA FD | $385.69万 | 2.49% | 255,078 | -13,037 | -4.9% | -$19.71万 | 减仓 |
| — | ALPS ETF TR | $379.00万 | 2.44% | 60,477 | -3,990 | -6.2% | -$25.00万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $378.57万 | 2.44% | 76,680 | -710 | -0.9% | -$3.51万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $323.99万 | 2.09% | 18,576 | 2,271 | 13.9% | $39.61万 | 加仓 |
| GE | GE AEROSPACE | $318.16万 | 2.05% | 11,193 | -193 | -1.7% | -$5.49万 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $308.12万 | 1.99% | 177,815 | -9,855 | -5.3% | -$17.08万 | 减仓 |
| HYDB | ISHARES TR | $260.60万 | 1.68% | 56,020 | 131 | 0.2% | $6,094 | 加仓 |
| GEV | GE VERNOVA INC | $255.37万 | 1.65% | 2,925 | 7 | 0.2% | $6,111 | 加仓 |
| HEFA | ISHARES TR | $243.59万 | 1.57% | 57,323 | 1,649 | 3.0% | $7.01万 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $225.69万 | 1.45% | 7,648 | -235 | -3.0% | -$6.93万 | 减仓 |
| IVV | ISHARES TR | $205.05万 | 1.32% | 3,139 | 1,314 | 72.0% | $85.84万 | 加仓 |
| — | EXXON MOBIL CORP | $203.85万 | 1.31% | 12,015 | 123 | 1.0% | $2.09万 | 加仓 |
| DJD | INVESCO EXCHANGE TRADED FD T | $177.14万 | 1.14% | 29,653 | -2,288 | -7.2% | -$13.67万 | 减仓 |
| QUAL | ISHARES TR | $159.41万 | 1.03% | 8,311 | -239 | -2.8% | -$4.58万 | 减仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $114.52万 | 0.74% | 19,048 | -2,359 | -11.0% | -$14.18万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $113.56万 | 0.73% | 5,227 | 1,187 | 29.4% | $25.79万 | 加仓 |
| HD | HOME DEPOT INC | $109.00万 | 0.70% | 3,314 | 6 | 0.2% | $1,973 | 加仓 |
| MSFT | MICROSOFT CORP | $107.85万 | 0.69% | 2,914 | 55 | 1.9% | $2.04万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $94.78万 | 0.61% | 32,536 | 1,800 | 5.9% | $5.24万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $92.77万 | 0.60% | 1,552 | 17 | 1.1% | $1.02万 | 加仓 |
| ABBV | ABBVIE INC | $88.69万 | 0.57% | 4,078 | 1 | 0.0% | $217 | 加仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $78.77万 | 0.51% | 7,320 | -860 | -10.5% | -$9.25万 | 减仓 |
| T | AT&T INC | $77.80万 | 0.50% | 26,838 | 47 | 0.2% | $1,363 | 加仓 |
| WMT | WALMART INC | $76.04万 | 0.49% | 6,106 | 268 | 4.6% | $3.34万 | 加仓 |
| PICK | ISHARES INC | $75.74万 | 0.49% | 13,385 | -1,941 | -12.7% | -$10.98万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $74.58万 | 0.48% | 14,857 | 326 | 2.2% | $1.64万 | 加仓 |
| AMZN | AMAZON COM INC | $73.52万 | 0.47% | 3,530 | 655 | 22.8% | $13.64万 | 加仓 |
| LLY | ELI LILLY & CO | $73.49万 | 0.47% | 799 | 2 | 0.3% | $1,840 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $73.46万 | 0.47% | 1,126 | 362 | 47.4% | $23.62万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $70.99万 | 0.46% | 23,276 | 2,205 | 10.5% | $6.73万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $65.03万 | 0.42% | 2,211 | -59 | -2.6% | -$1.74万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $63.65万 | 0.41% | 3,060 | -185 | -5.7% | -$3.85万 | 减仓 |
| SMH | VANECK ETF TRUST | $62.83万 | 0.40% | 1,639 | 886 | 117.7% | $33.96万 | 加仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $59.69万 | 0.38% | 11,825 | -117 | -1.0% | -$5,906 | 减仓 |
| XCEM | COLUMBIA ETF TR II | $56.89万 | 0.37% | 13,941 | 1,569 | 12.7% | $6.40万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $53.46万 | 0.34% | 9,799 | 17 | 0.2% | $927 | 加仓 |
| BAC | BANK AMERICA CORP | $52.26万 | 0.34% | 10,721 | 139 | 1.3% | $6,776 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $51.71万 | 0.33% | 2,133 | 895 | 72.3% | $21.70万 | 加仓 |
| DE | DEERE & CO | $50.93万 | 0.33% | 902 | 16 | 1.8% | $9,034 | 加仓 |
| MPC | MARATHON PETE CORP | $49.84万 | 0.32% | 2,041 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $48.97万 | 0.32% | 2,477 | 1 | 0.0% | $198 | 加仓 |
| CVX | CHEVRON CORPORATION | $48.34万 | 0.31% | 2,336 | 41 | 1.8% | $8,485 | 加仓 |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | $47.99万 | 0.31% | 7,296 | 7,296 | — | $47.99万 | 新建仓 |
| MRK | MERCK & CO INC | $47.65万 | 0.31% | 3,933 | -181 | -4.4% | -$2.19万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $47.56万 | 0.31% | 2,223 | 103 | 4.9% | $2.20万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $44.31万 | 0.29% | 1,638 | -24 | -1.4% | -$6,492 | 减仓 |
| SHYM | BLACKROCK ETF TRUST II | $42.93万 | 0.28% | 19,495 | 19,495 | — | $42.93万 | 新建仓 |
| IYK | ISHARES TR | $39.68万 | 0.26% | 5,666 | -753 | -11.7% | -$5.27万 | 减仓 |
| V | VISA INC | $38.47万 | 0.25% | 1,273 | 5 | 0.4% | $1,511 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $35.90万 | 0.23% | 3,624 | -147 | -3.9% | -$1.46万 | 减仓 |
| DIV | GLOBAL X FDS | $34.87万 | 0.22% | 18,450 | 305 | 1.7% | $5,765 | 加仓 |
| ABT | ABBOTT LABORATORIES | $33.50万 | 0.22% | 3,263 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $32.80万 | 0.21% | 2,215 | 6 | 0.3% | $889 | 加仓 |
| NFLX | NETFLIX INC. | $32.57万 | 0.21% | 3,387 | 3,215 | 1,869.2% | $30.91万 | 重新持有 |
| PLTR | PALANTIR TECHNOLOGIES INC | $31.04万 | 0.20% | 2,122 | 155 | 7.9% | $2.27万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $31.00万 | 0.20% | 966 | -203 | -17.4% | -$6.51万 | 减仓 |
| META | META PLATFORMS INC | $29.39万 | 0.19% | 514 | 79 | 18.2% | $4.52万 | 加仓 |
| COWZ | PACER FDS TR | $29.13万 | 0.19% | 4,656 | 84 | 1.8% | $5,255 | 加仓 |
| — | EATON VANCE FLOATING RATE IN | $28.67万 | 0.18% | 26,720 | 585 | 2.2% | $6,277 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $28.49万 | 0.18% | 614 | 2 | 0.3% | $928 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $27.63万 | 0.18% | 1,656 | 6 | 0.4% | $1,001 | 加仓 |
| UFOX | ETF SER SOLUTIONS | $27.46万 | 0.18% | 4,027 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $26.52万 | 0.17% | 713 | 26 | 3.8% | $9,672 | 加仓 |
| GLD | SPDR GOLD TR | $26.51万 | 0.17% | 616 | 616 | — | $26.51万 | 新建仓 |
| ARKK | ARK ETF TR | $26.00万 | 0.17% | 3,847 | -65 | -1.7% | -$4,393 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $25.99万 | 0.17% | 888 | 6 | 0.7% | $1,756 | 加仓 |
| MO | ALTRIA GROUP INC | $25.82万 | 0.17% | 3,850 | 241 | 6.7% | $1.62万 | 加仓 |
| MCD | MCDONALDS CORP | $25.39万 | 0.16% | 817 | 101 | 14.1% | $3.14万 | 加仓 |
| TRST | TRUSTCO BK CORP N Y | $24.29万 | 0.16% | 5,501 | 463 | 9.2% | $2.04万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $24.25万 | 0.16% | 992 | 2 | 0.2% | $489 | 加仓 |
| SOXQ | INVESCO EXCH TRADED FD TR II | $24.25万 | 0.16% | 4,062 | -318 | -7.3% | -$1.90万 | 减仓 |
| GOOGL | ALPHABET INC | $23.24万 | 0.15% | 808 | 808 | — | $23.24万 | 新建仓 |
| HIMU | BLACKROCK ETF TRUST II | $23.04万 | 0.15% | 4,802 | -824 | -14.6% | -$3.95万 | 减仓 |
| HYFI | AB ACTIVE ETFS INC | $22.52万 | 0.15% | 6,057 | -1,538 | -20.3% | -$5.72万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $21.72万 | 0.14% | 1,504 | 54 | 3.7% | $7,799 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $20.63万 | 0.13% | 3,220 | 3,220 | — | $20.63万 | 新建仓 |
| VXF | VANGUARD INDEX FDS | $20.53万 | 0.13% | 998 | 3 | 0.3% | $617 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $20.52万 | 0.13% | 607 | 607 | — | $20.52万 | 新建仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $20.49万 | 0.13% | 2,879 | -206 | -6.7% | -$1.47万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $20.42万 | 0.13% | 2,718 | -1,820 | -40.1% | -$13.67万 | 重新持有 |
| PLUG | PLUG PWR INC | $3.80万 | 0.02% | 16,827 | 239 | 1.4% | $540 | 加仓 |
| — | FIDELITY GREENWOOD STREET TR | $0 | 0.00% | 0 | -8,523 | -100.0% | -$24.44万 | 清仓 |