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 |
|---|---|---|---|---|---|---|---|---|
| DFH | DREAM FINDERS HOMES INC | $0 | 0.00% | 0 | -193 | -100.0% | -$3,300 | 清仓 |
| BSOL | BITWISE SOLANA STAKING ETF | $0 | 0.00% | 0 | -200 | -100.0% | -$3,280 | 清仓 |
| IJS | ISHARES TR | $0 | 0.00% | 0 | -29 | -100.0% | -$3,265 | 清仓 |
| ONDS | ONDAS HLDGS INC | $0 | 0.00% | 0 | -330 | -100.0% | -$3,221 | 清仓 |
| AGG | ISHARES TR | $0 | 0.00% | 0 | -32 | -100.0% | -$3,214 | 清仓 |
| ZROZ | PIMCO ETF TR | $0 | 0.00% | 0 | -50 | -100.0% | -$3,213 | 清仓 |
| IJT | ISHARES TR | $0 | 0.00% | 0 | -22 | -100.0% | -$3,050 | 清仓 |
| IWC | ISHARES TR | $0 | 0.00% | 0 | -19 | -100.0% | -$2,935 | 清仓 |
| UEC | URANIUM ENERGY CORP | $0 | 0.00% | 0 | -250 | -100.0% | -$2,920 | 清仓 |
| VOD | VODAFONE GROUP PLC NEW | $0 | 0.00% | 0 | -221 | -100.0% | -$2,919 | 清仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | -5 | -100.0% | -$2,913 | 清仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $0 | 0.00% | 0 | -150 | -100.0% | -$2,880 | 清仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $0 | 0.00% | 0 | -10 | -100.0% | -$2,873 | 清仓 |
| SMR | NUSCALE PWR CORP | $0 | 0.00% | 0 | -200 | -100.0% | -$2,834 | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | -42 | -100.0% | -$2,821 | 清仓 |
| VCR | VANGUARD WORLD FD | $0 | 0.00% | 0 | -7 | -100.0% | -$2,779 | 清仓 |
| UIS | UNISYS CORP | $0 | 0.00% | 0 | -1,000 | -100.0% | -$2,760 | 清仓 |
| XT | ISHARES TR | $0 | 0.00% | 0 | -39 | -100.0% | -$2,720 | 清仓 |
| BEP | BROOKFIELD RENEWABLE PARTNER | $0 | 0.00% | 0 | -100 | -100.0% | -$2,697 | 清仓 |
| — | ORLA MNG LTD NEW | $0 | 0.00% | 0 | -200 | -100.0% | -$2,694 | 清仓 |
| DJT | TRUMP MEDIA &TECHNOLOGY GRO | $0 | 0.00% | 0 | -200 | -100.0% | -$2,648 | 清仓 |
| HYS | PIMCO ETF TR | $0 | 0.00% | 0 | -28 | -100.0% | -$2,626 | 清仓 |
| GILD | GILEAD SCIENCES INC | $0 | 0.00% | 0 | -21 | -100.0% | -$2,578 | 清仓 |
| VTIP | VANGUARD MALVERN FDS | $0 | 0.00% | 0 | -52 | -100.0% | -$2,568 | 清仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $0 | 0.00% | 0 | -39 | -100.0% | -$2,453 | 清仓 |
| FMX | FOMENTO ECONOMICO MEXICANO S | $0 | 0.00% | 0 | -24 | -100.0% | -$2,450 | 清仓 |
| MSLC | MORGAN STANLEY PATHWAY FDS | $0 | 0.00% | 0 | -44 | -100.0% | -$2,417 | 清仓 |
| KNSL | KINSALE CAP GROUP INC | $0 | 0.00% | 0 | -6 | -100.0% | -$2,354 | 清仓 |
| NATL | NCR ATLEOS CORPORATION | $0 | 0.00% | 0 | -61 | -100.0% | -$2,325 | 清仓 |
| — | KRANESHARES TRUST | $0 | 0.00% | 0 | -24 | -100.0% | -$2,319 | 清仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $0 | 0.00% | 0 | -58 | -100.0% | -$2,246 | 清仓 |
| GBDC | GOLUB CAP BDC INC | $0 | 0.00% | 0 | -165 | -100.0% | -$2,245 | 清仓 |
| SCHH | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -106 | -100.0% | -$2,214 | 清仓 |
| MKL | MARKEL GROUP INC | $0 | 0.00% | 0 | -1 | -100.0% | -$2,150 | 清仓 |
| KRE | SPDR SERIES TRUST | $0 | 0.00% | 0 | -33 | -100.0% | -$2,110 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -35 | -100.0% | -$2,043 | 清仓 |
| XLI | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -13 | -100.0% | -$1,945 | 清仓 |
| KODK | EASTMAN KODAK CO | $0 | 0.00% | 0 | -214 | -100.0% | -$1,810 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -28 | -100.0% | -$1,784 | 清仓 |
| MBB | ISHARES TR | $0 | 0.00% | 0 | -18 | -100.0% | -$1,693 | 清仓 |
| SONY | SONY GROUP CORP | $0 | 0.00% | 0 | -60 | -100.0% | -$1,539 | 清仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $0 | 0.00% | 0 | -5 | -100.0% | -$1,527 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -49 | -100.0% | -$1,497 | 清仓 |
| — | ROUNDHILL ETF TRUST | $0 | 0.00% | 0 | -51 | -100.0% | -$1,464 | 清仓 |
| AAL | AMERICAN AIRLS GROUP INC | $0 | 0.00% | 0 | -86 | -100.0% | -$1,311 | 清仓 |
| AEC | ANFIELD ENERGY INC | $0 | 0.00% | 0 | -250 | -100.0% | -$1,283 | 清仓 |
| VYX | NCR VOYIX CORPORATION | $0 | 0.00% | 0 | -122 | -100.0% | -$1,244 | 清仓 |
| F | FORD MTR CO | $0 | 0.00% | 0 | -92 | -100.0% | -$1,209 | 清仓 |
| — | TCW ETF TRUST | $0 | 0.00% | 0 | -30 | -100.0% | -$1,127 | 清仓 |
| CTVA | CORTEVA INC | $0 | 0.00% | 0 | -17 | -100.0% | -$1,112 | 清仓 |
| AGZ | ISHARES TR | $0 | 0.00% | 0 | -10 | -100.0% | -$1,090 | 清仓 |
| TGT | TARGET CORP | $0 | 0.00% | 0 | -10 | -100.0% | -$978 | 清仓 |
| MAR | MARRIOTT INTL INC NEW | $0 | 0.00% | 0 | -3 | -100.0% | -$935 | 清仓 |
| — | MICROVISION INC DEL | $0 | 0.00% | 0 | -1,000 | -100.0% | -$828 | 清仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -15 | -100.0% | -$816 | 清仓 |
| DBI | DESIGNER BRANDS INC | $0 | 0.00% | 0 | -95 | -100.0% | -$706 | 清仓 |
| — | BITWISE 10 CRYPTO INDEX ETF | $0 | 0.00% | 0 | -12 | -100.0% | -$705 | 清仓 |
| — | DUPONT DE NEMOURS INC | $0 | 0.00% | 0 | -17 | -100.0% | -$687 | 清仓 |
| IDGT | ISHARES TR | $0 | 0.00% | 0 | -8 | -100.0% | -$673 | 清仓 |
| PCY | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -31 | -100.0% | -$672 | 清仓 |
| Q | QNITY ELECTRONICS INC | $0 | 0.00% | 0 | -8 | -100.0% | -$654 | 清仓 |
| TXG | 10X GENOMICS INC | $0 | 0.00% | 0 | -40 | -100.0% | -$652 | 清仓 |
| XYZ | BLOCK INC | $0 | 0.00% | 0 | -10 | -100.0% | -$651 | 清仓 |
| KBE | SPDR SERIES TRUST | $0 | 0.00% | 0 | -11 | -100.0% | -$641 | 清仓 |
| SOLV | SOLVENTUM CORP | $0 | 0.00% | 0 | -6 | -100.0% | -$475 | 清仓 |
| UA | UNDER ARMOUR INC | $0 | 0.00% | 0 | -92 | -100.0% | -$442 | 清仓 |
| DBC | INVESCO DB COMMDY INDX TRCK | $0 | 0.00% | 0 | -17 | -100.0% | -$384 | 清仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $0 | 0.00% | 0 | -8 | -100.0% | -$381 | 清仓 |
| INTC | INTEL CORP | $0 | 0.00% | 0 | -10 | -100.0% | -$376 | 清仓 |
| DNN | DENISON MINES CORP | $0 | 0.00% | 0 | -125 | -100.0% | -$333 | 清仓 |
| GME | GAMESTOP CORP NEW | $0 | 0.00% | 0 | -16 | -100.0% | -$321 | 清仓 |
| HYG | ISHARES TR | $0 | 0.00% | 0 | -4 | -100.0% | -$319 | 清仓 |
| FDX | FEDEX CORP | $0 | 0.00% | 0 | -1 | -100.0% | -$289 | 清仓 |
| IGSB | ISHARES TR | $0 | 0.00% | 0 | -5 | -100.0% | -$272 | 清仓 |
| EMB | ISHARES TR | $0 | 0.00% | 0 | -3 | -100.0% | -$254 | 清仓 |
| EWW | ISHARES INC | $0 | 0.00% | 0 | -4 | -100.0% | -$252 | 清仓 |
| MET | METLIFE INC | $0 | 0.00% | 0 | -3 | -100.0% | -$251 | 清仓 |
| WAB | WABTEC | $0 | 0.00% | 0 | -1 | -100.0% | -$213 | 清仓 |
| UAA | UNDER ARMOUR INC | $0 | 0.00% | 0 | -42 | -100.0% | -$209 | 清仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -3 | -100.0% | -$165 | 清仓 |
| — | PROCAP FINL INC | $0 | 0.00% | 0 | -8 | -100.0% | -$160 | 清仓 |
| PSA | PUBLIC STORAGE OPER CO | $0 | 0.00% | 0 | -1 | -100.0% | -$136 | 清仓 |
| RKT | ROCKET COS INC | $0 | 0.00% | 0 | -7 | -100.0% | -$136 | 清仓 |
| EIDO | ISHARES TR | $0 | 0.00% | 0 | -7 | -100.0% | -$130 | 清仓 |
| VTRS | VIATRIS INC | $0 | 0.00% | 0 | -10 | -100.0% | -$125 | 清仓 |
| XLC | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -1 | -100.0% | -$107 | 清仓 |
| REZI | RESIDEO TECHNOLOGIES INC | $0 | 0.00% | 0 | -3 | -100.0% | -$105 | 清仓 |
| WERN | WERNER ENTERPRISES INC | $0 | 0.00% | 0 | -3 | -100.0% | -$90 | 清仓 |
| EWM | ISHARES INC | $0 | 0.00% | 0 | -3 | -100.0% | -$82 | 清仓 |
| — | ADVISORSHARES TR | $0 | 0.00% | 0 | -10 | -100.0% | -$80 | 清仓 |
| LAD | LITHIA MTRS INC | $0 | 0.00% | 0 | 0 | — | -$52 | 清仓 |
| MAT | MATTEL INC | $0 | 0.00% | 0 | -2 | -100.0% | -$40 | 清仓 |
| AAP | ADVANCE AUTO PARTS INC | $0 | 0.00% | 0 | -1 | -100.0% | -$39 | 清仓 |
| NXPI | NXP SEMICONDUCTORS N V | $0 | 0.00% | 0 | 0 | — | -$39 | 清仓 |
| IEF | ISHARES TR | $0 | 0.00% | 0 | 0 | — | -$27 | 清仓 |
| GTX | GARRETT MOTION INC | $0 | 0.00% | 0 | -1 | -100.0% | -$17 | 清仓 |
| JBL | JABIL INC | $0 | 0.00% | 0 | 0 | — | -$17 | 清仓 |
| DNA | GINKGO BIOWORKS HOLDINGS INC | $0 | 0.00% | 0 | -2 | -100.0% | -$17 | 清仓 |
| — | AUDDIA INC | $0 | 0.00% | 0 | -16 | -100.0% | -$16 | 清仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $0 | 0.00% | 0 | 0 | — | -$14 | 清仓 |