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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| — | 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 |