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 |
|---|---|---|---|---|---|---|---|---|
| RPV | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -81 | -100.0% | -$8,335 | 清仓 |
| LULU | LULULEMON ATHLETICA INC | $0 | 0.00% | 0 | -40 | -100.0% | -$8,312 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | -28 | -100.0% | -$8,161 | 清仓 |
| GM | GENERAL MTRS CO | $0 | 0.00% | 0 | -100 | -100.0% | -$8,132 | 清仓 |
| TGS | TRANSPORTADORA DE GAS SUR | $0 | 0.00% | 0 | -259 | -100.0% | -$8,056 | 清仓 |
| — | URANIUM RTY CORP | $0 | 0.00% | 0 | -2,250 | -100.0% | -$7,965 | 清仓 |
| ANET | ARISTA NETWORKS INC | $0 | 0.00% | 0 | -59 | -100.0% | -$7,731 | 清仓 |
| MDY | SPDR S&P MIDCAP 400 ETF TR | $0 | 0.00% | 0 | -13 | -100.0% | -$7,682 | 清仓 |
| SMIN | ISHARES TR | $0 | 0.00% | 0 | -108 | -100.0% | -$7,535 | 清仓 |
| SCHM | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -249 | -100.0% | -$7,487 | 清仓 |
| VST | VISTRA CORP | $0 | 0.00% | 0 | -46 | -100.0% | -$7,421 | 清仓 |
| BCAT | BLACKROCK CAP ALLOCATION TER | $0 | 0.00% | 0 | -500 | -100.0% | -$7,080 | 清仓 |
| IYW | ISHARES TR | $0 | 0.00% | 0 | -35 | -100.0% | -$7,000 | 清仓 |
| — | AMARIN CORP PLC | $0 | 0.00% | 0 | -500 | -100.0% | -$6,978 | 清仓 |
| ACCO | ACCO BRANDS CORP | $0 | 0.00% | 0 | -1,820 | -100.0% | -$6,788 | 清仓 |
| CAPE | DOUBLELINE ETF TRUST | $0 | 0.00% | 0 | -208 | -100.0% | -$6,717 | 清仓 |
| DGRW | WISDOMTREE TR | $0 | 0.00% | 0 | -75 | -100.0% | -$6,671 | 清仓 |
| VOX | VANGUARD WORLD FD | $0 | 0.00% | 0 | -34 | -100.0% | -$6,505 | 清仓 |
| — | HILLENBRAND INC | $0 | 0.00% | 0 | -203 | -100.0% | -$6,444 | 清仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $0 | 0.00% | 0 | -3 | -100.0% | -$6,439 | 清仓 |
| MITK | MITEK SYS INC | $0 | 0.00% | 0 | -600 | -100.0% | -$6,330 | 清仓 |
| IJH | ISHARES TR | $0 | 0.00% | 0 | -96 | -100.0% | -$6,316 | 清仓 |
| KEY | KEYCORP | $0 | 0.00% | 0 | -300 | -100.0% | -$6,192 | 清仓 |
| IEFA | ISHARES TR | $0 | 0.00% | 0 | -68 | -100.0% | -$6,054 | 清仓 |
| FCF | FIRST COMWLTH FINL CORP PA | $0 | 0.00% | 0 | -347 | -100.0% | -$5,857 | 清仓 |
| MU | MICRON TECHNOLOGY INC | $0 | 0.00% | 0 | -20 | -100.0% | -$5,733 | 清仓 |
| ARKF | ARK ETF TR | $0 | 0.00% | 0 | -120 | -100.0% | -$5,716 | 清仓 |
| CVX | CHEVRON CORP NEW | $0 | 0.00% | 0 | -37 | -100.0% | -$5,600 | 清仓 |
| CSCO | CISCO SYS INC | $0 | 0.00% | 0 | -72 | -100.0% | -$5,572 | 清仓 |
| APA | APA CORPORATION | $0 | 0.00% | 0 | -226 | -100.0% | -$5,528 | 清仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $0 | 0.00% | 0 | -21 | -100.0% | -$5,482 | 清仓 |
| MSGE | MADISON SQUARE GARDEN ENTMT | $0 | 0.00% | 0 | -100 | -100.0% | -$5,389 | 清仓 |
| PPG | PPG INDS INC | $0 | 0.00% | 0 | -52 | -100.0% | -$5,363 | 清仓 |
| MSTR | STRATEGY INC | $0 | 0.00% | 0 | -35 | -100.0% | -$5,318 | 清仓 |
| CARR | CARRIER GLOBAL CORPORATION | $0 | 0.00% | 0 | -100 | -100.0% | -$5,284 | 清仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $0 | 0.00% | 0 | -15 | -100.0% | -$5,258 | 清仓 |
| ARKG | ARK ETF TR | $0 | 0.00% | 0 | -181 | -100.0% | -$5,244 | 清仓 |
| FCX | FREEPORT-MCMORAN INC | $0 | 0.00% | 0 | -103 | -100.0% | -$5,228 | 清仓 |
| — | NORTHFIELD BANCORP INC DEL | $0 | 0.00% | 0 | -454 | -100.0% | -$5,188 | 清仓 |
| DIA | SPDR DOW JONES INDL AVERAGE | $0 | 0.00% | 0 | -11 | -100.0% | -$5,170 | 清仓 |
| HAS | HASBRO INC | $0 | 0.00% | 0 | -63 | -100.0% | -$5,170 | 清仓 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $0 | 0.00% | 0 | -456 | -100.0% | -$5,135 | 清仓 |
| NVO | NOVO-NORDISK A S | $0 | 0.00% | 0 | -99 | -100.0% | -$5,013 | 清仓 |
| CVS | CVS HEALTH CORP | $0 | 0.00% | 0 | -61 | -100.0% | -$4,865 | 清仓 |
| IWN | ISHARES TR | $0 | 0.00% | 0 | -26 | -100.0% | -$4,726 | 清仓 |
| ABNB | AIRBNB INC | $0 | 0.00% | 0 | -34 | -100.0% | -$4,614 | 清仓 |
| CTAS | CINTAS CORP | $0 | 0.00% | 0 | -24 | -100.0% | -$4,599 | 清仓 |
| DAL | DELTA AIR LINES INC DEL | $0 | 0.00% | 0 | -66 | -100.0% | -$4,580 | 清仓 |
| V | VISA INC | $0 | 0.00% | 0 | -13 | -100.0% | -$4,559 | 清仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -88 | -100.0% | -$4,507 | 清仓 |
| SHEL | SHELL PLC | $0 | 0.00% | 0 | -60 | -100.0% | -$4,415 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | -20 | -100.0% | -$4,387 | 清仓 |
| — | CBRE GBL REAL ESTATE INC FD | $0 | 0.00% | 0 | -1,000 | -100.0% | -$4,380 | 清仓 |
| XYL | XYLEM INC | $0 | 0.00% | 0 | -32 | -100.0% | -$4,328 | 清仓 |
| URA | GLOBAL X FDS | $0 | 0.00% | 0 | -100 | -100.0% | -$4,273 | 清仓 |
| MRVL | MARVELL TECHNOLOGY INC | $0 | 0.00% | 0 | -50 | -100.0% | -$4,249 | 清仓 |
| NVS | NOVARTIS AG | $0 | 0.00% | 0 | -30 | -100.0% | -$4,136 | 清仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $0 | 0.00% | 0 | -50 | -100.0% | -$4,101 | 清仓 |
| PAYX | PAYCHEX INC | $0 | 0.00% | 0 | -36 | -100.0% | -$4,022 | 清仓 |
| LUV | SOUTHWEST AIRLS CO | $0 | 0.00% | 0 | -96 | -100.0% | -$3,968 | 清仓 |
| EEM | ISHARES TR | $0 | 0.00% | 0 | -70 | -100.0% | -$3,830 | 清仓 |
| — | VOLATILITY SHS TR | $0 | 0.00% | 0 | -600 | -100.0% | -$3,828 | 清仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $0 | 0.00% | 0 | -78 | -100.0% | -$3,789 | 清仓 |
| IEP | ICAHN ENTERPRISES LP | $0 | 0.00% | 0 | -500 | -100.0% | -$3,775 | 清仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -45 | -100.0% | -$3,768 | 清仓 |
| YUMC | YUM CHINA HLDGS INC | $0 | 0.00% | 0 | -78 | -100.0% | -$3,747 | 清仓 |
| TDC | TERADATA CORP DEL | $0 | 0.00% | 0 | -122 | -100.0% | -$3,714 | 清仓 |
| BLSH | BULLISH | $0 | 0.00% | 0 | -95 | -100.0% | -$3,598 | 清仓 |
| CDE | COEUR MNG INC | $0 | 0.00% | 0 | -200 | -100.0% | -$3,566 | 清仓 |
| TXN | TEXAS INSTRS INC | $0 | 0.00% | 0 | -20 | -100.0% | -$3,552 | 清仓 |
| KMI | KINDER MORGAN INC DEL | $0 | 0.00% | 0 | -127 | -100.0% | -$3,491 | 清仓 |
| RSG | REPUBLIC SVCS INC | $0 | 0.00% | 0 | -16 | -100.0% | -$3,466 | 清仓 |
| XLB | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -76 | -100.0% | -$3,439 | 清仓 |
| 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 |