Estate Planners Group, LLC
YARDLEY PA · SEC CIK 0002118977
$2.21亿2026Q2 申报市值
70持仓数
68.3%前十大占比 · 第一大 12.2%
3 / 16新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SPY 加仓+$348.97万
IBIT 加仓+$117.49万
GOF 加仓+$102.84万
PDI 加仓+$91.70万
ARCC 加仓+$84.62万
2026Q2 卖出最多 按季末市值估算
QTUM 减仓-$391.50万
META 减仓-$341.69万
SMH 减仓-$218.78万
SPMO 减仓-$158.05万
MSFT 减仓-$120.75万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $2,691.55万 | 12.17% | 2,464,791 | 94,176 | 4.0% | $102.84万 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $2,277.58万 | 10.30% | 1,363,819 | 54,909 | 4.2% | $91.70万 | 加仓 |
| QQQ | INVESCO QQQ TR | $2,051.02万 | 9.28% | 27,852 | 815 | 3.0% | $60.02万 | 加仓 |
| CLOZ | SERIES PORTFOLIOS TR | $2,040.20万 | 9.23% | 772,217 | 16,051 | 2.1% | $42.41万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,467.50万 | 6.64% | 19,651 | 4,673 | 31.2% | $348.97万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $1,343.63万 | 6.08% | 725,110 | 45,664 | 6.7% | $84.62万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $1,277.15万 | 5.78% | 208,582 | 4,164 | 2.0% | $25.50万 | 加仓 |
| QQQI | NEOS ETF TRUST | $779.67万 | 3.53% | 137,290 | -3,612 | -2.6% | -$20.51万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $602.62万 | 2.73% | 181,022 | 35,294 | 24.2% | $117.49万 | 加仓 |
| AMZN | AMAZON COM INC | $579.24万 | 2.62% | 24,303 | -1,652 | -6.4% | -$39.37万 | 减仓 |
| QTUM | ETF SER SOLUTIONS | $569.71万 | 2.58% | 34,449 | -23,673 | -40.7% | -$391.50万 | 减仓 |
| AAPL | APPLE INC | $510.88万 | 2.31% | 17,655 | 1,418 | 8.7% | $41.03万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $490.69万 | 2.22% | 24,523 | -5,193 | -17.5% | -$103.91万 | 减仓 |
| MAGS | LISTED FDS TR | $485.20万 | 2.19% | 75,459 | -8,246 | -9.9% | -$53.02万 | 减仓 |
| AIQ | GLOBAL X FDS | $436.89万 | 1.98% | 66,589 | -12,369 | -15.7% | -$81.15万 | 减仓 |
| — | NEOS ETF TRUST | $432.35万 | 1.96% | 160,966 | 25,496 | 18.8% | $68.48万 | 加仓 |
| SMH | VANECK ETF TRUST | $432.32万 | 1.96% | 6,592 | -3,336 | -33.6% | -$218.78万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $429.34万 | 1.94% | 26,578 | -9,784 | -26.9% | -$158.05万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $333.30万 | 1.51% | 13,124 | 168 | 1.3% | $4.27万 | 加仓 |
| MSFT | MICROSOFT CORP | $247.69万 | 1.12% | 6,640 | -3,237 | -32.8% | -$120.75万 | 减仓 |
| PDO | PIMCO DYNAMIC INCOME OPRNTS | $199.84万 | 0.90% | 151,164 | -14 | -0.0% | -$185 | 减仓 |
| META | META PLATFORMS INC | $124.62万 | 0.56% | 2,212 | -6,065 | -73.3% | -$341.69万 | 减仓 |
| MYI | BLACKROCK MUNIYIELD QUALITY | $110.93万 | 0.50% | 99,844 | 492 | 0.5% | $5,466 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $110.01万 | 0.50% | 5,774 | -22 | -0.4% | -$4,192 | 减仓 |
| — | SERIES PORTFOLIOS TR | $102.88万 | 0.47% | 40,164 | 20,945 | 109.0% | $53.65万 | 加仓 |
| MUA | BLACKROCK MUNIASSETS FD INC | $87.24万 | 0.39% | 79,238 | -596 | -0.7% | -$6,562 | 减仓 |
| BOTZ | GLOBAL X FDS | $86.12万 | 0.39% | 22,699 | 841 | 3.8% | $3.19万 | 加仓 |
| GLD | SPDR GOLD TR | $81.49万 | 0.37% | 2,212 | -17 | -0.8% | -$6,262 | 减仓 |
| — | RIVERNORTH FLEXIBLE MUN INCO | $81.07万 | 0.37% | 54,853 | 245 | 0.4% | $3,621 | 加仓 |
| IVES | WEDBUSH SER TR | $71.07万 | 0.32% | 18,653 | 898 | 5.1% | $3.42万 | 加仓 |
| BIZD | VANECK ETF TRUST | $70.66万 | 0.32% | 55,810 | 3,011 | 5.7% | $3.81万 | 加仓 |
| ORCL | ORACLE CORP | $69.81万 | 0.32% | 4,764 | 14 | 0.3% | $2,052 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $66.37万 | 0.30% | 4,229 | 384 | 10.0% | $6.03万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $63.49万 | 0.29% | 12,437 | 2,955 | 31.2% | $15.09万 | 加仓 |
| GOOG | ALPHABET INC | $63.38万 | 0.29% | 1,794 | -13 | -0.7% | -$4,593 | 重新持有 |
| AVGO | BROADCOM INC | $63.36万 | 0.29% | 1,677 | -1,271 | -43.1% | -$48.02万 | 减仓 |
| — | RIVERNORTH MANAGED DUR MUN I | $62.19万 | 0.28% | 42,067 | -36 | -0.1% | -$532 | 减仓 |
| VTI | VANGUARD INDEX FDS | $61.86万 | 0.28% | 1,672 | -223 | -11.8% | -$8.25万 | 减仓 |
| GRNY | TIDAL TRUST I | $61.85万 | 0.28% | 22,368 | 1,537 | 7.4% | $4.25万 | 加仓 |
| CAT | CATERPILLAR INC | $60.19万 | 0.27% | 565 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $55.66万 | 0.25% | 1,558 | -1,650 | -51.4% | -$58.95万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $54.43万 | 0.25% | 9,446 | 3,272 | 53.0% | $18.85万 | 加仓 |
| GLDM | WORLD GOLD TR | $49.97万 | 0.23% | 6,291 | 2,675 | 74.0% | $21.25万 | 加仓 |
| — | CALAMOS ETF TR | $46.96万 | 0.21% | 16,947 | 16,947 | — | $46.96万 | 新建仓 |
| — | ISHARES ETHEREUM TR | $44.99万 | 0.20% | 37,838 | 486 | 1.3% | $5,779 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $39.96万 | 0.18% | 688 | -607 | -46.9% | -$35.26万 | 减仓 |
| IVV | ISHARES TR | $39.57万 | 0.18% | 528 | 472 | 842.9% | $35.37万 | 重新持有 |
| UTG | REAVES UTIL INCOME FD | $39.27万 | 0.18% | 9,644 | 1,344 | 16.2% | $5.47万 | 加仓 |
| — | CALAMOS ETF TR | $38.01万 | 0.17% | 14,156 | 14,156 | — | $38.01万 | 新建仓 |
| — | EXXON MOBIL CORP | $35.56万 | 0.16% | 2,601 | 8 | 0.3% | $1,094 | 加仓 |
| VOO | VANGUARD INDEX FDS | $34.97万 | 0.16% | 509 | -40 | -7.3% | -$2.75万 | 减仓 |
| BUXX | EA SERIES TRUST | $33.95万 | 0.15% | 16,772 | 401 | 2.4% | $8,116 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $31.95万 | 0.14% | 3,329 | -1,295 | -28.0% | -$12.43万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $29.63万 | 0.13% | 4,106 | -2,992 | -42.2% | -$21.59万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $28.28万 | 0.13% | 1,929 | 729 | 60.8% | $10.69万 | 重新持有 |
| PFE | PFIZER INC | $28.08万 | 0.13% | 11,661 | 172 | 1.5% | $4,142 | 加仓 |
| NFLX | NETFLIX INC. | $27.64万 | 0.12% | 3,871 | -4,405 | -53.2% | -$31.45万 | 减仓 |
| PCN | PIMCO CORPORATE & INCM STRG | $25.84万 | 0.12% | 21,624 | 267 | 1.3% | $3,191 | 加仓 |
| MO | ALTRIA GROUP INC | $25.03万 | 0.11% | 3,479 | 3,479 | — | $25.03万 | 新建仓 |
| — | GUGGENHEIM TAXABLE MUNICP BO | $23.39万 | 0.11% | 16,179 | -517 | -3.1% | -$7,476 | 减仓 |
| TSLA | TESLA INC | $22.43万 | 0.10% | 533 | -6 | -1.1% | -$2,525 | 减仓 |
| IWM | ISHARES TR | $21.96万 | 0.10% | 731 | 10 | 1.4% | $3,005 | 重新持有 |
| SCHD | SCHWAB STRATEGIC TR | $21.36万 | 0.10% | 6,737 | 5,117 | 315.9% | $16.23万 | 重新持有 |
| HQY | HEALTHEQUITY INC | $21.20万 | 0.10% | 2,347 | 1,048 | 80.7% | $9.47万 | 重新持有 |
| IWV | ISHARES TR | $20.81万 | 0.09% | 488 | 0 | 0.0% | — | 重新持有 |
| MRK | MERCK & CO INC | $20.72万 | 0.09% | 1,612 | 1,484 | 1,159.4% | $19.07万 | 重新持有 |
| LNTH | LANTHEUS HLDGS INC | $20.25万 | 0.09% | 1,825 | 641 | 54.1% | $7.11万 | 重新持有 |
| EXEL | EXELIXIS INC | $19.42万 | 0.09% | 3,570 | 1,762 | 97.5% | $9.59万 | 重新持有 |
| CAH | CARDINAL HEALTH INC | $18.96万 | 0.09% | 798 | -606 | -43.2% | -$14.40万 | 减仓 |
| — | VOLATILITY SHS TR | $16.03万 | 0.07% | 21,723 | -2,301 | -9.6% | -$1.70万 | 减仓 |
| ARKK | ARK ETF TR | $0 | 0.00% | 0 | -8,917 | -100.0% | -$60.27万 | 清仓 |
| SFM | SPROUTS FMRS MKT INC | $0 | 0.00% | 0 | -5,101 | -100.0% | -$39.34万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | -2,943 | -100.0% | -$37.90万 | 清仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | -664 | -100.0% | -$31.82万 | 清仓 |
| EXPE | EXPEDIA GROUP INC | $0 | 0.00% | 0 | -1,308 | -100.0% | -$30.19万 | 清仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $0 | 0.00% | 0 | -2,989 | -100.0% | -$28.52万 | 清仓 |
| COR | CENCORA INC | $0 | 0.00% | 0 | -906 | -100.0% | -$28.45万 | 清仓 |
| DLTR | DOLLAR TREE INC | $0 | 0.00% | 0 | -2,444 | -100.0% | -$26.76万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -3,473 | -100.0% | -$23.66万 | 清仓 |
| MEDP | MEDPACE HLDGS INC | $0 | 0.00% | 0 | -477 | -100.0% | -$22.91万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,558 | -100.0% | -$22.79万 | 清仓 |
| FOX | FOX CORP | $0 | 0.00% | 0 | -4,216 | -100.0% | -$22.39万 | 清仓 |
| MP | MP MATERIALS CORP | $0 | 0.00% | 0 | -4,446 | -100.0% | -$21.46万 | 清仓 |
| — | CALAMOS ETF TR | $0 | 0.00% | 0 | -11,301 | -100.0% | -$21.32万 | 清仓 |
| COIN | COINBASE GLOBAL INC | $0 | 0.00% | 0 | -1,153 | -100.0% | -$20.13万 | 清仓 |
| — | GRAYSCALE ETHEREUM STAKING E | $0 | 0.00% | 0 | -10,321 | -100.0% | -$17.62万 | 清仓 |