Estate Planners Group, LLC
YARDLEY PA · SEC CIK 0002118977
$2.08亿2026Q1 申报市值
73持仓数
65.1%前十大占比 · 第一大 12.6%
4 / 398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
GOF 加仓+$85.78万
QQQ 加仓+$60.72万
VT 新建仓+$53.18万
GOOGL 加仓+$49.69万
SERIES PORTFOLIO 加仓+$37.49万
2026Q1 卖出最多 按季末市值估算
CMCSA 清仓-$31.87万
JBHT 清仓-$27.76万
REV GROUP INC 清仓-$27.69万
EBAY 清仓-$26.56万
ARES 清仓-$25.56万
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 |
|---|---|---|---|---|---|---|---|---|
| — | WORLD FDS TR | $0 | 0.00% | 0 | -1,250 | -100.0% | -$3.62万 | 清仓 |
| — | PIMCO INCOME STRATEGY FD II | $0 | 0.00% | 0 | -4,744 | -100.0% | -$3.56万 | 清仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $0 | 0.00% | 0 | -111 | -100.0% | -$3.47万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -95 | -100.0% | -$3.32万 | 清仓 |
| GEV | GE VERNOVA INC | $0 | 0.00% | 0 | -49 | -100.0% | -$3.20万 | 清仓 |
| DY | DYCOM INDS INC | $0 | 0.00% | 0 | -94 | -100.0% | -$3.18万 | 清仓 |
| BC | BRUNSWICK CORP | $0 | 0.00% | 0 | -415 | -100.0% | -$3.08万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -1,205 | -100.0% | -$2.99万 | 清仓 |
| PGR | PROGRESSIVE CORP | $0 | 0.00% | 0 | -130 | -100.0% | -$2.95万 | 清仓 |
| SBUX | STARBUCKS CORP | $0 | 0.00% | 0 | -346 | -100.0% | -$2.91万 | 清仓 |
| FHN | FIRST HORIZON CORPORATION | $0 | 0.00% | 0 | -1,213 | -100.0% | -$2.90万 | 清仓 |
| EQT | EQT CORP | $0 | 0.00% | 0 | -533 | -100.0% | -$2.86万 | 清仓 |
| CB | CHUBB LIMITED | $0 | 0.00% | 0 | -90 | -100.0% | -$2.81万 | 清仓 |
| RCL | ROYAL CARIBBEAN GROUP | $0 | 0.00% | 0 | -100 | -100.0% | -$2.79万 | 清仓 |
| MKC | MCCORMICK &CO INC | $0 | 0.00% | 0 | -404 | -100.0% | -$2.75万 | 清仓 |
| JNK | SPDR SERIES TRUST | $0 | 0.00% | 0 | -283 | -100.0% | -$2.75万 | 清仓 |
| COST | COSTCO WHSL CORP NEW | $0 | 0.00% | 0 | -32 | -100.0% | -$2.75万 | 清仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -379 | -100.0% | -$2.71万 | 清仓 |
| PPL | PPL CORP | $0 | 0.00% | 0 | -742 | -100.0% | -$2.60万 | 清仓 |
| MMM | 3M CO | $0 | 0.00% | 0 | -155 | -100.0% | -$2.48万 | 清仓 |
| ALB | ALBEMARLE CORP | $0 | 0.00% | 0 | -175 | -100.0% | -$2.48万 | 清仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -526 | -100.0% | -$2.45万 | 清仓 |
| BOXX | EA SERIES TRUST | $0 | 0.00% | 0 | -210 | -100.0% | -$2.42万 | 清仓 |
| — | PROSHARES TR II | $0 | 0.00% | 0 | -472 | -100.0% | -$2.40万 | 清仓 |
| TLN | TALEN ENERGY CORP | $0 | 0.00% | 0 | -63 | -100.0% | -$2.36万 | 清仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $0 | 0.00% | 0 | -342 | -100.0% | -$2.34万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -64 | -100.0% | -$2.26万 | 清仓 |
| FANG | DIAMONDBACK ENERGY INC | $0 | 0.00% | 0 | -148 | -100.0% | -$2.23万 | 清仓 |
| VXUS | VANGUARD STAR FDS | $0 | 0.00% | 0 | -292 | -100.0% | -$2.20万 | 清仓 |
| DTM | DT MIDSTREAM INC | $0 | 0.00% | 0 | -184 | -100.0% | -$2.20万 | 清仓 |
| XHB | SPDR SERIES TRUST | $0 | 0.00% | 0 | -214 | -100.0% | -$2.20万 | 清仓 |
| TMUS | T-MOBILE US INC | $0 | 0.00% | 0 | -108 | -100.0% | -$2.19万 | 清仓 |
| LLY | ELI LILLY &CO | $0 | 0.00% | 0 | -20 | -100.0% | -$2.19万 | 清仓 |
| MPC | MARATHON PETE CORP | $0 | 0.00% | 0 | -133 | -100.0% | -$2.17万 | 清仓 |
| WMB | WILLIAMS COS INC | $0 | 0.00% | 0 | -358 | -100.0% | -$2.15万 | 清仓 |
| XBI | SPDR SERIES TRUST | $0 | 0.00% | 0 | -175 | -100.0% | -$2.14万 | 清仓 |
| CWB | SPDR SERIES TRUST | $0 | 0.00% | 0 | -239 | -100.0% | -$2.13万 | 清仓 |
| — | PCM FD INC | $0 | 0.00% | 0 | -3,460 | -100.0% | -$2.12万 | 清仓 |
| ZD | ZIFF DAVIS INC | $0 | 0.00% | 0 | -600 | -100.0% | -$2.11万 | 清仓 |
| GE | GE AEROSPACE | $0 | 0.00% | 0 | -68 | -100.0% | -$2.10万 | 清仓 |
| AMH | AMERICAN HOMES 4 RENT | $0 | 0.00% | 0 | -632 | -100.0% | -$2.03万 | 清仓 |
| IVW | ISHARES TR | $0 | 0.00% | 0 | -164 | -100.0% | -$2.02万 | 清仓 |
| SLF | SUN LIFE FINANCIAL INC. | $0 | 0.00% | 0 | -323 | -100.0% | -$2.01万 | 清仓 |
| KWEB | KRANESHARES TRUST | $0 | 0.00% | 0 | -585 | -100.0% | -$1.99万 | 清仓 |
| NI | NISOURCE INC | $0 | 0.00% | 0 | -475 | -100.0% | -$1.98万 | 清仓 |
| XLY | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -166 | -100.0% | -$1.98万 | 清仓 |
| IDA | IDACORP INC | $0 | 0.00% | 0 | -154 | -100.0% | -$1.95万 | 清仓 |
| CL | COLGATE PALMOLIVE CO | $0 | 0.00% | 0 | -245 | -100.0% | -$1.93万 | 清仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $0 | 0.00% | 0 | -63 | -100.0% | -$1.92万 | 清仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $0 | 0.00% | 0 | -358 | -100.0% | -$1.87万 | 清仓 |
| RTX | RTX CORPORATION | $0 | 0.00% | 0 | -100 | -100.0% | -$1.83万 | 清仓 |
| FSSL | FS SPECIALTY LENDING FD | $0 | 0.00% | 0 | -1,280 | -100.0% | -$1.81万 | 清仓 |
| CCJ | CAMECO CORP | $0 | 0.00% | 0 | -190 | -100.0% | -$1.74万 | 清仓 |
| AMGN | AMGEN INC | $0 | 0.00% | 0 | -53 | -100.0% | -$1.74万 | 清仓 |
| KKR | KKR &CO INC | $0 | 0.00% | 0 | -135 | -100.0% | -$1.72万 | 清仓 |
| AEM | AGNICO EAGLE MINES LTD | $0 | 0.00% | 0 | -100 | -100.0% | -$1.70万 | 清仓 |
| PM | PHILIP MORRIS INTL INC | $0 | 0.00% | 0 | -105 | -100.0% | -$1.68万 | 清仓 |
| — | ARES COML REAL ESTATE CORP | $0 | 0.00% | 0 | -3,500 | -100.0% | -$1.67万 | 清仓 |
| ACMR | ACM RESH INC | $0 | 0.00% | 0 | -421 | -100.0% | -$1.66万 | 清仓 |
| EFV | ISHARES TR | $0 | 0.00% | 0 | -232 | -100.0% | -$1.66万 | 清仓 |
| VB | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -64 | -100.0% | -$1.65万 | 清仓 |
| PWR | QUANTA SVCS INC | $0 | 0.00% | 0 | -39 | -100.0% | -$1.65万 | 清仓 |
| DFJ | WISDOMTREE TR | $0 | 0.00% | 0 | -169 | -100.0% | -$1.63万 | 清仓 |
| EQIX | EQUINIX INC | $0 | 0.00% | 0 | -21 | -100.0% | -$1.61万 | 清仓 |
| BLK | BLACKROCK INC | $0 | 0.00% | 0 | -15 | -100.0% | -$1.61万 | 清仓 |
| AEP | AMERICAN ELEC PWR CO INC | $0 | 0.00% | 0 | -138 | -100.0% | -$1.59万 | 清仓 |
| CCI | CROWN CASTLE INC | $0 | 0.00% | 0 | -179 | -100.0% | -$1.59万 | 清仓 |
| DYNF | BLACKROCK ETF TRUST | $0 | 0.00% | 0 | -259 | -100.0% | -$1.57万 | 清仓 |
| APD | AIR PRODS &CHEMS INC | $0 | 0.00% | 0 | -62 | -100.0% | -$1.54万 | 清仓 |
| IAK | ISHARES TR | $0 | 0.00% | 0 | -112 | -100.0% | -$1.52万 | 清仓 |
| — | ISHARES TR | $0 | 0.00% | 0 | -191 | -100.0% | -$1.50万 | 清仓 |
| IIIV | I3 VERTICALS INC | $0 | 0.00% | 0 | -591 | -100.0% | -$1.49万 | 清仓 |
| FSK | FS KKR CAP CORP | $0 | 0.00% | 0 | -1,000 | -100.0% | -$1.48万 | 清仓 |
| TFC | TRUIST FINL CORP | $0 | 0.00% | 0 | -300 | -100.0% | -$1.48万 | 清仓 |
| — | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -281 | -100.0% | -$1.47万 | 清仓 |
| OXLC | OXFORD LANE CAP CORP | $0 | 0.00% | 0 | -1,000 | -100.0% | -$1.46万 | 清仓 |
| WEC | WEC ENERGY GROUP INC | $0 | 0.00% | 0 | -133 | -100.0% | -$1.40万 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -98 | -100.0% | -$1.40万 | 清仓 |
| MRK | MERCK &CO INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VRSK | VERISK ANALYTICS INC | $0 | 0.00% | 0 | -59 | -100.0% | -$1.33万 | 清仓 |
| PNC | PNC FINL SVCS GROUP INC | $0 | 0.00% | 0 | -63 | -100.0% | -$1.31万 | 清仓 |
| VGT | VANGUARD WORLD FD | $0 | 0.00% | 0 | -17 | -100.0% | -$1.30万 | 清仓 |
| ED | CONSOLIDATED EDISON INC | $0 | 0.00% | 0 | -131 | -100.0% | -$1.30万 | 清仓 |
| YUM | YUM BRANDS INC | $0 | 0.00% | 0 | -84 | -100.0% | -$1.28万 | 清仓 |
| AEE | AMEREN CORP | $0 | 0.00% | 0 | -127 | -100.0% | -$1.27万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -38 | -100.0% | -$1.25万 | 清仓 |
| KO | COCA COLA CO | $0 | 0.00% | 0 | -178 | -100.0% | -$1.24万 | 清仓 |
| ITOT | ISHARES TR | $0 | 0.00% | 0 | -83 | -100.0% | -$1.23万 | 清仓 |
| IWO | ISHARES TR | $0 | 0.00% | 0 | -38 | -100.0% | -$1.23万 | 清仓 |
| SPDW | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -277 | -100.0% | -$1.23万 | 清仓 |
| SPYV | SPDR SERIES TRUST | $0 | 0.00% | 0 | -216 | -100.0% | -$1.23万 | 清仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $0 | 0.00% | 0 | -136 | -100.0% | -$1.22万 | 清仓 |
| NEE | NEXTERA ENERGY INC | $0 | 0.00% | 0 | -152 | -100.0% | -$1.22万 | 清仓 |
| SRE | SEMPRA | $0 | 0.00% | 0 | -138 | -100.0% | -$1.22万 | 清仓 |
| MDLZ | MONDELEZ INTL INC | $0 | 0.00% | 0 | -218 | -100.0% | -$1.18万 | 清仓 |
| XEL | XCEL ENERGY INC | $0 | 0.00% | 0 | -158 | -100.0% | -$1.17万 | 清仓 |
| — | WARNER BROS DISCOVERY INC | $0 | 0.00% | 0 | -402 | -100.0% | -$1.16万 | 清仓 |
| QGRO | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -100 | -100.0% | -$1.15万 | 清仓 |
| ITB | ISHARES TR | $0 | 0.00% | 0 | -118 | -100.0% | -$1.13万 | 清仓 |
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -251 | -100.0% | -$1.12万 | 清仓 |