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 |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -10,661 | -100.0% | -$31.87万 | 清仓 |
| JBHT | HUNT J B TRANS SVCS INC | $0 | 0.00% | 0 | -1,428 | -100.0% | -$27.76万 | 清仓 |
| — | REV GROUP INC | $0 | 0.00% | 0 | -4,553 | -100.0% | -$27.69万 | 清仓 |
| EBAY | EBAY INC. | $0 | 0.00% | 0 | -3,049 | -100.0% | -$26.56万 | 清仓 |
| ARES | ARES MANAGEMENT CORPORATION | $0 | 0.00% | 0 | -1,581 | -100.0% | -$25.56万 | 清仓 |
| VNT | VONTIER CORPORATION | $0 | 0.00% | 0 | -6,531 | -100.0% | -$24.28万 | 清仓 |
| VIPS | VIPSHOP HLDGS LTD | $0 | 0.00% | 0 | -13,483 | -100.0% | -$23.85万 | 清仓 |
| KR | KROGER CO | $0 | 0.00% | 0 | -3,711 | -100.0% | -$23.19万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -1,806 | -100.0% | -$20.55万 | 清仓 |
| IWV | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HCA | HCA HEALTHCARE INC | $0 | 0.00% | 0 | -393 | -100.0% | -$18.35万 | 清仓 |
| IWM | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MAIN | MAIN STR CAP CORP | $0 | 0.00% | 0 | -2,894 | -100.0% | -$17.47万 | 清仓 |
| PG | PROCTER AND GAMBLE CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WWD | WOODWARD INC | $0 | 0.00% | 0 | -555 | -100.0% | -$16.78万 | 清仓 |
| GDX | VANECK ETF TRUST | $0 | 0.00% | 0 | -1,865 | -100.0% | -$16.00万 | 清仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $0 | 0.00% | 0 | -5,639 | -100.0% | -$15.31万 | 清仓 |
| UNP | UNION PAC CORP | $0 | 0.00% | 0 | -652 | -100.0% | -$15.08万 | 清仓 |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $0 | 0.00% | 0 | -1,858 | -100.0% | -$14.92万 | 清仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -576 | -100.0% | -$14.58万 | 清仓 |
| SPXL | DIREXION SHS ETF TR | $0 | 0.00% | 0 | -650 | -100.0% | -$14.34万 | 清仓 |
| WMT | WALMART INC | $0 | 0.00% | 0 | -1,164 | -100.0% | -$12.97万 | 清仓 |
| HQY | HEALTHEQUITY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ARKW | ARK ETF TR | $0 | 0.00% | 0 | -801 | -100.0% | -$11.83万 | 清仓 |
| ABBV | ABBVIE INC | $0 | 0.00% | 0 | -493 | -100.0% | -$11.27万 | 清仓 |
| UFOX | ETF SER SOLUTIONS | $0 | 0.00% | 0 | -1,762 | -100.0% | -$11.25万 | 清仓 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | -326 | -100.0% | -$11.21万 | 清仓 |
| JPM | JPMORGAN CHASE &CO. | $0 | 0.00% | 0 | -336 | -100.0% | -$10.82万 | 清仓 |
| QUAL | ISHARES TR | $0 | 0.00% | 0 | -523 | -100.0% | -$10.38万 | 清仓 |
| XLP | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -1,297 | -100.0% | -$10.08万 | 清仓 |
| VO | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -328 | -100.0% | -$9.53万 | 清仓 |
| GS | GOLDMAN SACHS GROUP INC | $0 | 0.00% | 0 | -102 | -100.0% | -$9.01万 | 清仓 |
| USMV | ISHARES TR | $0 | 0.00% | 0 | -931 | -100.0% | -$8.77万 | 清仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $0 | 0.00% | 0 | -2,017 | -100.0% | -$8.58万 | 清仓 |
| PCRX | PACIRA BIOSCIENCES INC | $0 | 0.00% | 0 | -3,310 | -100.0% | -$8.57万 | 清仓 |
| CRH | CRH PLC | $0 | 0.00% | 0 | -685 | -100.0% | -$8.55万 | 清仓 |
| SIGI | SELECTIVE INS GROUP INC | $0 | 0.00% | 0 | -999 | -100.0% | -$8.36万 | 清仓 |
| CIEN | CIENA CORP | $0 | 0.00% | 0 | -357 | -100.0% | -$8.35万 | 清仓 |
| IHI | ISHARES TR | $0 | 0.00% | 0 | -1,302 | -100.0% | -$8.09万 | 清仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $0 | 0.00% | 0 | -906 | -100.0% | -$8.09万 | 清仓 |
| IAU | ISHARES GOLD TR | $0 | 0.00% | 0 | -989 | -100.0% | -$8.03万 | 清仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -1,434 | -100.0% | -$8.00万 | 清仓 |
| EXEL | EXELIXIS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LNTH | LANTHEUS HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLF | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -1,399 | -100.0% | -$7.66万 | 清仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $0 | 0.00% | 0 | -347 | -100.0% | -$7.62万 | 清仓 |
| CLH | CLEAN HARBORS INC | $0 | 0.00% | 0 | -323 | -100.0% | -$7.57万 | 清仓 |
| KHC | KRAFT HEINZ CO | $0 | 0.00% | 0 | -3,018 | -100.0% | -$7.32万 | 清仓 |
| SPYG | SPDR SERIES TRUST | $0 | 0.00% | 0 | -686 | -100.0% | -$7.32万 | 清仓 |
| KMB | KIMBERLY-CLARK CORP | $0 | 0.00% | 0 | -714 | -100.0% | -$7.20万 | 清仓 |
| PBH | PRESTIGE CONSMR HEALTHCARE I | $0 | 0.00% | 0 | -1,135 | -100.0% | -$7.00万 | 清仓 |
| SYK | STRYKER CORPORATION | $0 | 0.00% | 0 | -198 | -100.0% | -$6.97万 | 清仓 |
| MFC | MANULIFE FINL CORP | $0 | 0.00% | 0 | -1,894 | -100.0% | -$6.87万 | 清仓 |
| POST | POST HLDGS INC | $0 | 0.00% | 0 | -679 | -100.0% | -$6.73万 | 清仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $0 | 0.00% | 0 | -1,470 | -100.0% | -$6.52万 | 清仓 |
| PTY | PIMCO CORPORATE &INCOME OPP | $0 | 0.00% | 0 | -5,010 | -100.0% | -$6.46万 | 清仓 |
| AZO | AUTOZONE INC | $0 | 0.00% | 0 | -16 | -100.0% | -$6.33万 | 清仓 |
| VHT | VANGUARD WORLD FD | $0 | 0.00% | 0 | -220 | -100.0% | -$6.32万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -320 | -100.0% | -$6.24万 | 清仓 |
| NSC | NORFOLK SOUTHN CORP | $0 | 0.00% | 0 | -215 | -100.0% | -$6.21万 | 清仓 |
| PINK | SIMPLIFY EXCHANGE TRADED FUN | $0 | 0.00% | 0 | -1,667 | -100.0% | -$6.10万 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -199 | -100.0% | -$6.07万 | 清仓 |
| ARKQ | ARK ETF TR | $0 | 0.00% | 0 | -515 | -100.0% | -$5.91万 | 清仓 |
| IBB | ISHARES TR | $0 | 0.00% | 0 | -349 | -100.0% | -$5.89万 | 清仓 |
| UTF | COHEN &STEERS INFRASTRUCTUR | $0 | 0.00% | 0 | -2,400 | -100.0% | -$5.79万 | 清仓 |
| XLU | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -1,339 | -100.0% | -$5.71万 | 清仓 |
| LKQ | LKQ CORP | $0 | 0.00% | 0 | -1,804 | -100.0% | -$5.45万 | 清仓 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | -986 | -100.0% | -$5.42万 | 清仓 |
| GD | GENERAL DYNAMICS CORP | $0 | 0.00% | 0 | -160 | -100.0% | -$5.39万 | 清仓 |
| AFL | AFLAC INC | $0 | 0.00% | 0 | -476 | -100.0% | -$5.25万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -202 | -100.0% | -$5.20万 | 清仓 |
| KEX | KIRBY CORP | $0 | 0.00% | 0 | -466 | -100.0% | -$5.13万 | 清仓 |
| MELI | MERCADOLIBRE INC | $0 | 0.00% | 0 | -24 | -100.0% | -$4.83万 | 清仓 |
| PRU | PRUDENTIAL FINL INC | $0 | 0.00% | 0 | -426 | -100.0% | -$4.81万 | 清仓 |
| ACWV | ISHARES INC | $0 | 0.00% | 0 | -404 | -100.0% | -$4.80万 | 清仓 |
| VV | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -151 | -100.0% | -$4.76万 | 清仓 |
| IWB | ISHARES TR | $0 | 0.00% | 0 | -123 | -100.0% | -$4.59万 | 清仓 |
| NDSN | NORDSON CORP | $0 | 0.00% | 0 | -189 | -100.0% | -$4.54万 | 清仓 |
| SCHD | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | PINNACLE FINL PARTNERS INC | $0 | 0.00% | 0 | -464 | -100.0% | -$4.43万 | 清仓 |
| BIL | SPDR SERIES TRUST | $0 | 0.00% | 0 | -468 | -100.0% | -$4.28万 | 清仓 |
| RBA | RB GLOBAL INC | $0 | 0.00% | 0 | -409 | -100.0% | -$4.21万 | 清仓 |
| FE | FIRSTENERGY CORP | $0 | 0.00% | 0 | -933 | -100.0% | -$4.18万 | 清仓 |
| RPM | RPM INTL INC | $0 | 0.00% | 0 | -396 | -100.0% | -$4.12万 | 清仓 |
| XLRE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -1,000 | -100.0% | -$4.04万 | 清仓 |
| MAS | MASCO CORP | $0 | 0.00% | 0 | -632 | -100.0% | -$4.01万 | 清仓 |
| VZ | VERIZON COMMUNICATIONS INC | $0 | 0.00% | 0 | -964 | -100.0% | -$3.93万 | 清仓 |
| DELL | DELL TECHNOLOGIES INC | $0 | 0.00% | 0 | -310 | -100.0% | -$3.91万 | 清仓 |
| ETR | ENTERGY CORP NEW | $0 | 0.00% | 0 | -422 | -100.0% | -$3.90万 | 清仓 |
| MANH | MANHATTAN ASSOCIATES INC | $0 | 0.00% | 0 | -222 | -100.0% | -$3.85万 | 清仓 |
| TLT | ISHARES TR | $0 | 0.00% | 0 | -440 | -100.0% | -$3.83万 | 清仓 |
| IVV | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JCI | JOHNSON CTLS INTL PLC | $0 | 0.00% | 0 | -316 | -100.0% | -$3.79万 | 清仓 |
| LOW | LOWES COS INC | $0 | 0.00% | 0 | -157 | -100.0% | -$3.79万 | 清仓 |
| KVUE | KENVUE INC | $0 | 0.00% | 0 | -2,192 | -100.0% | -$3.78万 | 清仓 |
| CFG | CITIZENS FINL GROUP INC | $0 | 0.00% | 0 | -643 | -100.0% | -$3.75万 | 清仓 |
| HRMY | HARMONY BIOSCIENCES HLDGS IN | $0 | 0.00% | 0 | -1,000 | -100.0% | -$3.74万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -66 | -100.0% | -$3.74万 | 清仓 |
| VDC | VANGUARD WORLD FD | $0 | 0.00% | 0 | -172 | -100.0% | -$3.63万 | 清仓 |