RETIREMENT PLANNING GROUP, LLC / NY
MALTA NY · SEC CIK 0002057004
$1.84亿2026Q2 申报市值
108持仓数
47.4%前十大占比 · 第一大 8.2%
17 / 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
CRUX 新建仓+$347.11万
JEPI 加仓+$128.88万
SCHD 加仓+$124.90万
JEPQ 加仓+$121.18万
RECS 加仓+$113.88万
2026Q2 卖出最多 按季末市值估算
FBND 减仓-$355.22万
IVV 减仓-$75.17万
QQQ 减仓-$36.27万
PDI 减仓-$33.36万
IBM 减仓-$22.55万
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 |
|---|---|---|---|---|---|---|---|---|
| JEPI | J P MORGAN EXCHANGE TRADED F | $1,508.62万 | 8.22% | 267,107 | 22,819 | 9.3% | $128.88万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,321.84万 | 7.20% | 17,930 | -492 | -2.7% | -$36.27万 | 减仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $1,102.80万 | 6.01% | 86,318 | 7,282 | 9.2% | $93.03万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $758.45万 | 4.13% | 239,184 | 39,388 | 19.7% | $124.90万 | 加仓 |
| RECS | COLUMBIA ETF TR I | $742.96万 | 4.05% | 171,662 | 26,313 | 18.1% | $113.88万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $718.26万 | 3.91% | 23,707 | 2,856 | 13.7% | $86.53万 | 加仓 |
| PAVE | GLOBAL X FDS | $711.07万 | 3.87% | 120,474 | 1,937 | 1.6% | $11.43万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $653.46万 | 3.56% | 106,324 | 19,717 | 22.8% | $121.18万 | 加仓 |
| AAPL | APPLE INC | $627.18万 | 3.42% | 21,675 | 1,110 | 5.4% | $32.12万 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $552.35万 | 3.01% | 136,096 | 8,305 | 6.5% | $33.71万 | 加仓 |
| QYLD | GLOBAL X FDS | $508.23万 | 2.77% | 275,764 | 4,223 | 1.6% | $7.78万 | 加仓 |
| GE | GE AEROSPACE | $427.83万 | 2.33% | 11,447 | 254 | 2.3% | $9.49万 | 加仓 |
| — | NUVEEN CORE EQUITY ALPHA FD | $418.31万 | 2.28% | 250,109 | -4,969 | -1.9% | -$8.31万 | 减仓 |
| — | ALPS ETF TR | $412.00万 | 2.24% | 58,513 | -1,964 | -3.2% | -$13.83万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $410.63万 | 2.24% | 77,317 | -1,903 | -2.4% | -$10.11万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $409.53万 | 2.23% | 76,391 | -289 | -0.4% | -$1.55万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $380.30万 | 2.07% | 19,006 | 430 | 2.3% | $8.60万 | 加仓 |
| GEV | GE VERNOVA INC | $353.36万 | 1.93% | 3,006 | 81 | 2.8% | $9.52万 | 加仓 |
| CRUX | COLUMBIA ETF TR I | $347.11万 | 1.89% | 115,780 | 115,780 | — | $347.11万 | 新建仓 |
| HEFA | ISHARES TR | $279.46万 | 1.52% | 59,555 | 2,232 | 3.9% | $10.47万 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $267.82万 | 1.46% | 158,117 | -19,698 | -11.1% | -$33.36万 | 减仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $253.01万 | 1.38% | 7,470 | -178 | -2.3% | -$6.03万 | 减仓 |
| HYDB | ISHARES TR | $249.66万 | 1.36% | 53,381 | -2,639 | -4.7% | -$12.34万 | 减仓 |
| DJD | INVESCO EXCHANGE TRADED FD T | $184.81万 | 1.01% | 29,164 | -489 | -1.6% | -$3.10万 | 减仓 |
| QUAL | ISHARES TR | $183.07万 | 1.00% | 8,343 | 32 | 0.4% | $7,022 | 加仓 |
| — | EXXON MOBIL CORP | $164.32万 | 0.90% | 12,019 | 4 | 0.0% | $547 | 加仓 |
| IVV | ISHARES TR | $159.86万 | 0.87% | 2,135 | -1,004 | -32.0% | -$75.17万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $154.87万 | 0.84% | 6,374 | 1,147 | 21.9% | $27.87万 | 加仓 |
| SMH | VANECK ETF TRUST | $145.60万 | 0.79% | 2,220 | 581 | 35.4% | $38.11万 | 加仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $130.65万 | 0.71% | 19,062 | 14 | 0.1% | $960 | 加仓 |
| MSFT | MICROSOFT CORP | $122.85万 | 0.67% | 3,293 | 379 | 13.0% | $14.14万 | 加仓 |
| HD | HOME DEPOT INC | $120.46万 | 0.66% | 3,416 | 102 | 3.1% | $3.60万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $116.32万 | 0.63% | 1,694 | 142 | 9.1% | $9.75万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $104.74万 | 0.57% | 30,952 | -1,584 | -4.9% | -$5.36万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $104.00万 | 0.57% | 3,491 | -133 | -3.7% | -$3.96万 | 减仓 |
| ABBV | ABBVIE INC | $102.64万 | 0.56% | 4,079 | 1 | 0.0% | $252 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $99.84万 | 0.54% | 1,334 | 208 | 18.5% | $15.57万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $96.49万 | 0.53% | 2,225 | 2 | 0.1% | $867 | 加仓 |
| LLY | ELI LILLY & CO | $95.81万 | 0.52% | 799 | 0 | 0.0% | — | 不变 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $89.20万 | 0.49% | 7,294 | -26 | -0.4% | -$3,180 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $87.17万 | 0.47% | 3,052 | -8 | -0.3% | -$2,285 | 减仓 |
| AMZN | AMAZON COM INC | $84.37万 | 0.46% | 3,540 | 10 | 0.3% | $2,383 | 加仓 |
| XCEM | COLUMBIA ETF TR II | $80.03万 | 0.44% | 15,134 | 1,193 | 8.6% | $6.31万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $78.96万 | 0.43% | 22,683 | -593 | -2.5% | -$2.06万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $78.08万 | 0.43% | 2,385 | 174 | 7.9% | $5.70万 | 加仓 |
| PICK | ISHARES INC | $78.02万 | 0.43% | 13,417 | 32 | 0.2% | $1,861 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $70.09万 | 0.38% | 607 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $69.18万 | 0.38% | 6,108 | 2 | 0.0% | $227 | 加仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $68.61万 | 0.37% | 11,530 | -295 | -2.5% | -$1.76万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $63.37万 | 0.35% | 14,967 | 110 | 0.7% | $4,657 | 加仓 |
| BAC | BANK OF AMER CORP | $60.34万 | 0.33% | 10,590 | -131 | -1.2% | -$7,465 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $60.12万 | 0.33% | 9,819 | 20 | 0.2% | $1,225 | 加仓 |
| DE | DEERE & CO | $57.36万 | 0.31% | 902 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $56.47万 | 0.31% | 1,359 | -279 | -17.0% | -$11.59万 | 减仓 |
| WELL | WELLTOWER INC | $56.20万 | 0.31% | 2,476 | -1 | -0.0% | -$227 | 减仓 |
| INTC | INTEL CORP | $55.92万 | 0.30% | 4,005 | 4,005 | — | $55.92万 | 新建仓 |
| T | AT&T INC | $55.87万 | 0.30% | 26,988 | 150 | 0.6% | $3,105 | 加仓 |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | $52.78万 | 0.29% | 7,743 | 447 | 6.1% | $3.05万 | 加仓 |
| MPC | MARATHON PETE CORP | $52.18万 | 0.28% | 2,041 | 0 | 0.0% | — | 不变 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $51.88万 | 0.28% | 20,305 | 20,305 | — | $51.88万 | 新建仓 |
| SHYM | BLACKROCK ETF TRUST II | $51.81万 | 0.28% | 23,077 | 3,582 | 18.4% | $8.04万 | 加仓 |
| MRK | MERCK & CO INC | $50.68万 | 0.28% | 3,918 | -15 | -0.4% | -$1,940 | 减仓 |
| SOXQ | INVESCO EXCH TRADED FD TR II | $45.56万 | 0.25% | 4,064 | 2 | 0.0% | $224 | 加仓 |
| CSCO | CISCO SYS INC | $45.11万 | 0.25% | 3,841 | 3,841 | — | $45.11万 | 新建仓 |
| V | VISA INC | $42.45万 | 0.23% | 1,237 | -36 | -2.8% | -$1.24万 | 减仓 |
| IYK | ISHARES TR | $41.24万 | 0.22% | 5,676 | 10 | 0.2% | $727 | 加仓 |
| CVX | CHEVRON CORPORATION | $38.78万 | 0.21% | 2,339 | 3 | 0.1% | $497 | 加仓 |
| UFOX | ETF SER SOLUTIONS | $38.24万 | 0.21% | 4,024 | -3 | -0.1% | -$285 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $37.42万 | 0.20% | 1,331 | -802 | -37.6% | -$22.55万 | 减仓 |
| NASA | TEMA ETF TRUST | $37.21万 | 0.20% | 12,250 | 12,250 | — | $37.21万 | 新建仓 |
| FBND | FIDELITY MERRIMACK STR TR | $36.46万 | 0.20% | 7,986 | -77,802 | -90.7% | -$355.22万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $36.30万 | 0.20% | 625 | 625 | — | $36.30万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $35.81万 | 0.20% | 968 | 2 | 0.2% | $740 | 加仓 |
| DIV | GLOBAL X FDS | $35.74万 | 0.19% | 18,761 | 311 | 1.7% | $5,925 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $35.10万 | 0.19% | 2,221 | 6 | 0.3% | $948 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $34.48万 | 0.19% | 892 | 4 | 0.5% | $1,546 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $32.24万 | 0.18% | 615 | 1 | 0.2% | $524 | 加仓 |
| ARKK | ARK ETF TR | $30.90万 | 0.17% | 3,823 | -24 | -0.6% | -$1,940 | 减仓 |
| TRST | TRUSTCO BK CORP N Y | $30.50万 | 0.17% | 5,516 | 15 | 0.3% | $829 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $30.27万 | 0.16% | 1,660 | 4 | 0.2% | $729 | 加仓 |
| TSLA | TESLA INC | $29.99万 | 0.16% | 713 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP | $29.97万 | 0.16% | 1,754 | 1,754 | — | $29.97万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $29.61万 | 0.16% | 3,263 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $28.95万 | 0.16% | 514 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $28.89万 | 0.16% | 808 | 0 | 0.0% | — | 不变 |
| COWZ | PACER FDS TR | $28.63万 | 0.16% | 4,604 | -52 | -1.1% | -$3,234 | 减仓 |
| MO | ALTRIA GROUP INC | $28.17万 | 0.15% | 3,858 | 8 | 0.2% | $584 | 加仓 |
| — | TEMA ETF TRUST | $26.66万 | 0.15% | 4,240 | 4,240 | — | $26.66万 | 新建仓 |
| NUE | NUCOR CORP | $26.26万 | 0.14% | 1,176 | 1,176 | — | $26.26万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $26.24万 | 0.14% | 363 | 363 | — | $26.24万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $25.30万 | 0.14% | 996 | 4 | 0.4% | $1,016 | 加仓 |
| VXF | VANGUARD INDEX FDS | $24.67万 | 0.13% | 1,002 | 4 | 0.4% | $985 | 加仓 |
| GLD | SPDR GOLD TR | $24.65万 | 0.13% | 669 | 53 | 8.6% | $1.95万 | 加仓 |
| EMXC | ISHARES INC | $24.42万 | 0.13% | 2,387 | 2,387 | — | $24.42万 | 新建仓 |
| NFLX | NETFLIX INC. | $24.33万 | 0.13% | 3,407 | 20 | 0.6% | $1,428 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $24.25万 | 0.13% | 2,078 | -44 | -2.1% | -$5,134 | 减仓 |
| HIMU | BLACKROCK ETF TRUST II | $23.98万 | 0.13% | 4,815 | 13 | 0.3% | $647 | 加仓 |
| SBUX | STARBUCKS CORP | $23.64万 | 0.13% | 2,313 | 2,313 | — | $23.64万 | 新建仓 |
| IHAK | ISHARES TR | $23.54万 | 0.13% | 3,878 | 3,878 | — | $23.54万 | 新建仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $22.87万 | 0.12% | 2,731 | 13 | 0.5% | $1,089 | 加仓 |