13FBOX
Estate Planners Group, LLC · 13F 持仓分析
期权收益计算器 机构排行

Estate Planners Group, LLC

No.6794 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.21亿
环比变动 Q1 2026
+$1,302.2万+6.3%
持仓股票数
70
新买入
13
加仓
29
减仓
27
清仓
16
持股不变
1
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
GUGGENHEIM STRATEGIC OPPORTUGOF
12.17%12.55%$2,691.6万246.5万股$2,612.4万237.1万股+9.4万股+3.97%加仓
PIMCO·DYNAMIC INCOMEPDI
10.3%10.76%$2,277.6万136.4万股$2,239.5万130.9万股+5.5万股+4.20%加仓
I景顺QQQ信托VOO
9.28%7.5%$2,051.0万2.8万股$1,560.5万2.7万股+815股+3.01%加仓
EEldridge BBB-B CLO ETFCLOZ
9.23%9.32%$2,040.2万77.2万股$1,939.6万75.6万股+1.6万股+2.12%加仓
SSPDR标普500 ETFSPY
6.64%4.68%$1,467.5万2.0万股$974.1万1.5万股+4,673股+31.20%加仓
ARES CAPITALARCC
6.08%5.88%$1,343.6万72.5万股$1,224.4万67.9万股+4.6万股+6.72%加仓
I景顺交易所交易基金信托XLG
5.78%5.36%$1,277.1万20.9万股$1,115.1万20.4万股+4,164股+2.04%加仓
NNEOS ETF TRUSTQQQI
3.53%3.36%$779.7万13.7万股$700.1万14.1万股-3,612股-2.56%减仓
IiShares比特币ETFIBIT
2.73%2.69%$602.6万18.1万股$559.9万14.6万股+3.5万股+24.22%加仓
亚马逊AMZN
2.62%2.6%$579.2万2.4万股$540.6万2.6万股-1,652股-6.36%减仓
EETF系列解决方案QTUM
2.58%3%$569.7万3.4万股$623.6万5.8万股-2.4万股-40.73%减仓
苹果AAPL
2.31%1.98%$510.9万1.8万股$412.1万1.6万股+1,418股+8.73%加仓
英伟达NVDA
2.22%2.49%$490.7万2.5万股$518.2万3.0万股-5,193股-17.48%减仓
RROUNDHILL MAGNIFICENT SEVEN ETFMAGS
2.19%2.33%$485.2万7.5万股$485.0万8.4万股-8,246股-9.85%减仓
GGlobal X基金AIQ
1.98%1.77%$436.9万6.7万股$368.5万7.9万股-1.2万股-15.67%减仓
NNEOS BITCOIN HIGH INCOME ETFBTCI
1.96%2.13%$432.4万16.1万股$444.1万13.5万股+2.5万股+18.82%加仓
VanEck ETF信托SMH
1.96%1.83%$432.3万6,592股$380.6万9,928股-3,336股-33.60%减仓
I景顺交易所交易基金IISPMO
1.94%1.96%$429.3万2.7万股$407.7万3.6万股-9,784股-26.91%减仓
强生JNJ
1.51%1.52%$333.3万1.3万股$316.7万1.3万股+168股+1.30%加仓
微软MSFT
1.12%1.76%$247.7万6,640股$365.6万9,877股-3,237股-32.77%减仓
PPIMCO DYNAMIC INCOME OPRNTS FD COM BEN SHSPDO
0.9%0.94%$199.8万15.1万股$195.5万15.1万股-14股-0.01%减仓
Meta平台META
0.56%2.28%$124.6万2,212股$473.5万8,277股-6,065股-73.28%减仓
BLACKROCK MUNIYIELD QUALITY FD COMMYI
0.5%0.5%$110.9万10.0万股$104.4万9.9万股+492股+0.50%加仓
SSPDR行业精选信托XLK
0.5%0.37%$110.0万5,774股$77.0万5,796股-22股-0.38%减仓
SSERIES PORTFOLIOS TRCLOX
0.47%0.24%$102.9万4.0万股$49.1万1.9万股+2.1万股+108.98%加仓
贝莱德·MUNIASSETS FD INCMUA
0.39%0.41%$87.2万7.9万股$84.7万8.0万股-596股-0.75%减仓
GGlobal X Funds Robotics & Artificial Intelligence EtfBOTZ
0.39%0.35%$86.1万2.3万股$72.6万2.2万股+841股+3.85%加仓
SSPDR黄金信托GLD
0.37%0.46%$81.5万2,212股$95.9万2,229股-17股-0.76%减仓
RRIVERNORTH FLEXIBLE MUN INCORFM
0.37%0.37%$81.1万5.5万股$76.6万5.5万股+245股+0.45%加仓
WWEDBUSH SER TRIVES
0.32%0.24%$71.1万1.9万股$50.4万1.8万股+898股+5.06%加仓
VVANECK ETF TR VANECK BDC INCOME ETFBIZD
0.32%0.32%$70.7万5.6万股$67.6万5.3万股+3,011股+5.70%加仓
甲骨文ORCL
0.32%0.34%$69.8万4,764股$69.9万4,750股+14股+0.29%加仓
V先锋领航国际股票指数基金VT
0.3%0.26%$66.4万4,229股$53.2万3,845股+384股+9.99%加仓
F富达·WISE ORIGIN BITCOIN FUNDFBTC
0.29%0.27%$63.5万1.2万股$56.0万9,482股+2,955股+31.16%加仓
AAlphabet Inc Class CGOOG
0.29%$63.4万1,794股$00股+1,794股新买入
博通AVGO
0.29%0.44%$63.4万1,677股$91.3万2,948股-1,271股-43.11%减仓
RRIVERNORTH MANAGED DUR MUN IXRMMX
0.28%0.28%$62.2万4.2万股$57.4万4.2万股-36股-0.09%减仓
G通用动力VTI
0.28%0.29%$61.9万1,672股$60.8万1,895股-223股-11.77%减仓
FFUNDSTRAT GRANNYGRNY
0.28%0.24%$61.8万2.2万股$49.7万2.1万股+1,537股+7.38%加仓
卡特彼勒CAT
0.27%0.19%$60.2万565股$40.0万565股00.00%持仓不变
谷歌AGOOGL
0.25%0.44%$55.7万1,558股$92.1万3,208股-1,650股-51.43%减仓
百时美施贵宝BMY
0.25%0.18%$54.4万9,446股$37.4万6,174股+3,272股+53.00%加仓
WWORLD GOLD TRGLD
0.23%0.16%$50.0万6,291股$33.5万3,616股+2,675股+73.98%加仓
CCALAMOS ETF TRCAGE
0.21%$47.0万1.7万股$00股+1.7万股新买入
IiShares安硕·ETHEREUM TRETHA
0.2%0.28%$45.0万3.8万股$59.1万3.7万股+486股+1.30%加仓
AMD超威AMD
0.18%0.13%$40.0万688股$26.3万1,295股-607股-46.87%减仓
IiShares安硕信托IVV
0.18%$39.6万528股$00股+528股新买入
REAVES UTIL INCOME FDUTG
0.18%0.16%$39.3万9,644股$32.6万8,300股+1,344股+16.19%加仓
CCALAMOS ETF TRCAIQ
0.17%$38.0万1.4万股$00股+1.4万股新买入
埃克森美孚XOM
0.16%0.21%$35.6万2,601股$44.0万2,593股+8股+0.31%加仓

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