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 |
|---|---|---|---|---|---|---|---|---|
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $2,612.42万 | 12.55% | 2,370,615 | 77,837 | 3.4% | $85.78万 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $2,239.54万 | 10.76% | 1,308,910 | 15,794 | 1.2% | $27.02万 | 加仓 |
| CLOZ | SERIES PORTFOLIOS TR | $1,939.57万 | 9.32% | 756,166 | 11,197 | 1.5% | $28.72万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,560.54万 | 7.50% | 27,037 | 1,052 | 4.0% | $60.72万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $1,224.36万 | 5.88% | 679,446 | 615 | 0.1% | $1.11万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $1,115.10万 | 5.36% | 204,418 | 3,290 | 1.6% | $17.95万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $974.07万 | 4.68% | 14,978 | -211 | -1.4% | -$13.72万 | 减仓 |
| QQQI | NEOS ETF TRUST | $700.14万 | 3.36% | 140,902 | 4,485 | 3.3% | $22.29万 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $623.65万 | 3.00% | 58,122 | 1,571 | 2.8% | $16.86万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $559.89万 | 2.69% | 145,728 | 8,754 | 6.4% | $33.63万 | 加仓 |
| AMZN | AMAZON COM INC | $540.56万 | 2.60% | 25,955 | 1,034 | 4.1% | $21.54万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $518.25万 | 2.49% | 29,716 | 1,052 | 3.7% | $18.35万 | 加仓 |
| MAGS | LISTED FDS TR | $484.99万 | 2.33% | 83,705 | 3,694 | 4.6% | $21.40万 | 加仓 |
| META | META PLATFORMS INC | $473.54万 | 2.28% | 8,277 | 334 | 4.2% | $19.11万 | 加仓 |
| — | NEOS ETF TRUST | $444.07万 | 2.13% | 135,470 | 8,879 | 7.0% | $29.11万 | 加仓 |
| AAPL | APPLE INC | $412.08万 | 1.98% | 16,237 | -181 | -1.1% | -$4.59万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $407.66万 | 1.96% | 36,362 | -2,122 | -5.5% | -$23.79万 | 减仓 |
| SMH | VANECK ETF TRUST | $380.62万 | 1.83% | 9,928 | 432 | 4.5% | $16.56万 | 加仓 |
| AIQ | GLOBAL X FDS | $368.49万 | 1.77% | 78,958 | 2,304 | 3.0% | $10.75万 | 加仓 |
| MSFT | MICROSOFT CORP | $365.60万 | 1.76% | 9,877 | 426 | 4.5% | $15.77万 | 加仓 |
| JNJ | JOHNSON &JOHNSON | $316.71万 | 1.52% | 12,956 | 2 | 0.0% | $489 | 加仓 |
| PDO | PIMCO DYNAMIC INCOME OPRNTS | $195.47万 | 0.94% | 151,178 | -8,666 | -5.4% | -$11.21万 | 减仓 |
| MYI | BLACKROCK MUNIYIELD QUALITY | $104.42万 | 0.50% | 99,352 | -336 | -0.3% | -$3,531 | 减仓 |
| GLD | SPDR GOLD TR | $95.91万 | 0.46% | 2,229 | 55 | 2.5% | $2.37万 | 加仓 |
| GOOGL | ALPHABET INC | $92.14万 | 0.44% | 3,208 | 1,730 | 117.1% | $49.69万 | 加仓 |
| AVGO | BROADCOM INC | $91.25万 | 0.44% | 2,948 | 366 | 14.2% | $11.33万 | 加仓 |
| MUA | BLACKROCK MUNIASSETS FD INC | $84.70万 | 0.41% | 79,834 | 471 | 0.6% | $4,997 | 加仓 |
| NFLX | NETFLIX INC. | $79.57万 | 0.38% | 8,276 | 1,094 | 15.2% | $10.52万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $77.03万 | 0.37% | 5,796 | 703 | 13.8% | $9.34万 | 加仓 |
| — | RIVERNORTH FLEXIBLE MUN INCO | $76.62万 | 0.37% | 54,608 | -1,630 | -2.9% | -$2.29万 | 减仓 |
| BOTZ | GLOBAL X FDS | $72.61万 | 0.35% | 21,858 | 2,368 | 12.1% | $7.87万 | 加仓 |
| ORCL | ORACLE CORP | $69.88万 | 0.34% | 4,750 | 13 | 0.3% | $1,913 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $68.11万 | 0.33% | 4,624 | 1,295 | 38.9% | $19.07万 | 加仓 |
| BIZD | VANECK ETF TRUST | $67.58万 | 0.32% | 52,799 | -3,824 | -6.8% | -$4.89万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $60.79万 | 0.29% | 1,895 | -56 | -2.9% | -$1.80万 | 减仓 |
| ARKK | ARK ETF TR | $60.27万 | 0.29% | 8,917 | 100 | 1.1% | $6,759 | 加仓 |
| — | ISHARES ETHEREUM TR | $59.13万 | 0.28% | 37,352 | 5,418 | 17.0% | $8.58万 | 加仓 |
| — | RIVERNORTH MANAGED DUR MUN I | $57.39万 | 0.28% | 42,103 | -1,740 | -4.0% | -$2.37万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $55.97万 | 0.27% | 9,482 | 1,032 | 12.2% | $6.09万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $53.18万 | 0.26% | 3,845 | 3,845 | — | $53.18万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $51.06万 | 0.25% | 7,098 | 259 | 3.8% | $1.86万 | 加仓 |
| IVES | WEDBUSH SER TR | $50.37万 | 0.24% | 17,755 | 1,894 | 11.9% | $5.37万 | 加仓 |
| GRNY | TIDAL TRUST I | $49.72万 | 0.24% | 20,831 | 2,290 | 12.4% | $5.47万 | 加仓 |
| — | SERIES PORTFOLIOS TR | $49.14万 | 0.24% | 19,219 | 14,661 | 321.7% | $37.49万 | 加仓 |
| — | EXXON MOBIL CORP | $43.99万 | 0.21% | 2,593 | -27 | -1.0% | -$4,581 | 减仓 |
| CAT | CATERPILLAR INC | $40.05万 | 0.19% | 565 | -3 | -0.5% | -$2,126 | 减仓 |
| SFM | SPROUTS FMRS MKT INC | $39.34万 | 0.19% | 5,101 | 4,259 | 505.8% | $32.85万 | 加仓 |
| QCOM | QUALCOMM INC | $37.90万 | 0.18% | 2,943 | 2,777 | 1,672.9% | $35.77万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $37.45万 | 0.18% | 6,174 | 66 | 1.1% | $4,003 | 加仓 |
| GLDM | WORLD GOLD TR | $33.52万 | 0.16% | 3,616 | 355 | 10.9% | $3.29万 | 加仓 |
| BUXX | EA SERIES TRUST | $33.14万 | 0.16% | 16,371 | -125 | -0.8% | -$2,531 | 减仓 |
| VOO | VANGUARD INDEX FDS | $32.82万 | 0.16% | 549 | 0 | 0.0% | — | 不变 |
| UTG | REAVES UTIL INCOME FD | $32.60万 | 0.16% | 8,300 | 2,430 | 41.4% | $9.54万 | 加仓 |
| PFE | PFIZER INC | $32.26万 | 0.16% | 11,489 | 167 | 1.5% | $4,689 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $31.82万 | 0.15% | 664 | -78 | -10.5% | -$3.74万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $30.19万 | 0.15% | 1,308 | 1,308 | — | $30.19万 | 新建仓 |
| CAH | CARDINAL HEALTH INC | $29.67万 | 0.14% | 1,404 | 1,404 | — | $29.67万 | 新建仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $28.52万 | 0.14% | 2,989 | 225 | 8.1% | $2.15万 | 加仓 |
| COR | CENCORA INC | $28.45万 | 0.14% | 906 | 869 | 2,348.6% | $27.29万 | 加仓 |
| DLTR | DOLLAR TREE INC | $26.76万 | 0.13% | 2,444 | 2,444 | — | $26.76万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $26.34万 | 0.13% | 1,295 | 130 | 11.2% | $2.64万 | 加仓 |
| PCN | PIMCO CORPORATE &INCM STRG | $25.42万 | 0.12% | 21,357 | 241 | 1.1% | $2,868 | 加仓 |
| — | GUGGENHEIM TAXABLE MUNICP BO | $24.21万 | 0.12% | 16,696 | -741 | -4.2% | -$1.07万 | 减仓 |
| SLV | ISHARES SILVER TR | $23.66万 | 0.11% | 3,473 | 1,443 | 71.1% | $9.83万 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $22.91万 | 0.11% | 477 | 71 | 17.5% | $3.41万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $22.79万 | 0.11% | 1,558 | 232 | 17.5% | $3.39万 | 加仓 |
| FOX | FOX CORP | $22.39万 | 0.11% | 4,216 | 13 | 0.3% | $690 | 加仓 |
| MP | MP MATERIALS CORP | $21.46万 | 0.10% | 4,446 | 406 | 10.0% | $1.96万 | 加仓 |
| — | CALAMOS ETF TR | $21.32万 | 0.10% | 11,301 | -4,220 | -27.2% | -$7.96万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $20.13万 | 0.10% | 1,153 | 159 | 16.0% | $2.78万 | 加仓 |
| — | VOLATILITY SHS TR | $20.08万 | 0.10% | 24,024 | 7,203 | 42.8% | $6.02万 | 加仓 |
| TSLA | TESLA INC | $20.05万 | 0.10% | 539 | 25 | 4.9% | $9,299 | 加仓 |
| — | GRAYSCALE ETHEREUM STAKING E | $17.62万 | 0.08% | 10,321 | 83 | 0.8% | $1,417 | 加仓 |
| 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 |