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Retirement Planning 集团 · 13F 持仓分析
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Retirement Planning 集团

Retirement Planning Group, LLCNo.1131 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$39.36亿
环比变动 Q1 2026
+$7.09亿+22.0%
持仓股票数
541
新买入
74
加仓
223
减仓
200
清仓
14
持股不变
44
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
V先锋领航指数基金VOO
8.86%9.05%$3.49亿50.8万股$2.92亿48.9万股+1.9万股+3.85%加仓
WWisdomTree信托QGRW
7.62%7.17%$3.00亿454.1万股$2.31亿433.1万股+21.0万股+4.84%加仓
F富达Covington信托FSMD
7.47%7.16%$2.94亿556.6万股$2.31亿516.5万股+40.1万股+7.75%加仓
FFranklin Templeton ETF TrustDIVI
6.62%6.98%$2.61亿610.0万股$2.25亿566.0万股+44.0万股+7.78%加仓
EEA SERIES TRUSTFRDM
4.9%4.32%$1.93亿264.4万股$1.39亿255.0万股+9.4万股+3.71%加仓
PPIMCO太平洋投资管理ETFPYLD
4.83%5.25%$1.90亿717.3万股$1.69亿646.4万股+71.0万股+10.98%加仓
VVictory组合IIUBND
4.51%4.97%$1.77亿816.5万股$1.60亿735.9万股+80.6万股+10.95%加仓
F富达Covington信托FDVV
4.33%4.33%$1.70亿282.4万股$1.40亿253.3万股+29.1万股+11.50%加仓
AAMPLIFY ETF TRDIVO
3.99%4.42%$1.57亿343.8万股$1.43亿318.1万股+25.7万股+8.09%加仓
F富达·MERRIMACK STR TRFBND
3.64%4.02%$1.43亿315.3万股$1.30亿284.4万股+30.9万股+10.88%加仓
EETFIS SER TR INFLT
2.88%3.15%$1.13亿494.1万股$1.02亿446.7万股+47.3万股+10.60%加仓
NNEOS ETF TRUSTBNDI
2.7%2.94%$1.06亿225.6万股$9,498.5万201.2万股+24.4万股+12.12%加仓
SSPDR标普500 ETFSPY
1.92%1.14%$7,554.9万10.1万股$3,684.2万5.7万股+4.5万股+78.58%加仓
V先锋领航指数基金VUG
1.79%0.98%$7,043.7万81.8万股$3,167.5万7.3万股+74.5万股+1,027.57%加仓
好市多COST
1.21%1.57%$4,755.7万5.1万股$5,052.6万5.1万股+130股+0.26%加仓
苹果AAPL
1.18%1.27%$4,658.9万16.1万股$4,097.7万16.1万股-452股-0.28%减仓
V先锋领航斯科茨代尔基金VGSH
1.15%1.78%$4,517.4万77.6万股$5,731.8万97.9万股-20.3万股-20.73%减仓
I景顺QQQ信托VOO
0.8%0.68%$3,139.6万4.3万股$2,181.1万3.8万股+4,846股+12.82%加仓
S嘉信·U.S. BROAD MARKET ETFSCHB
0.79%0.84%$3,093.2万106.8万股$2,726.5万108.6万股-1.8万股-1.67%减仓
V先锋领航指数基金VTV
0.68%0.74%$2,664.5万12.2万股$2,373.1万12.1万股+1,308股+1.08%加仓
V先锋领航全球基金MGV
0.62%$2,451.2万15.0万股$00股+15.0万股新买入
I景顺·NASDAQ 100 ETFQQQM
0.57%$2,238.4万7.4万股$00股+7.4万股新买入
V先锋领航·SMALLVBR
0.56%0.04%$2,222.6万9.1万股$143.9万6,622股+8.5万股+1,281.29%加仓
V先锋领航·SPECIALIZED FUNDSVIG
0.56%0.65%$2,186.4万9.2万股$2,104.6万9.8万股-5,460股-5.58%减仓
NNEOS ETF TRUSTCSHI
0.56%0.44%$2,184.7万43.9万股$1,434.0万28.8万股+15.1万股+52.26%加仓
TTR ACTIVEBETA US LARGE CAP EQUITY ETFGSLC
0.52%0.61%$2,062.6万14.5万股$1,974.5万15.8万股-1.2万股-7.88%减仓
微软MSFT
0.51%0.63%$2,008.0万5.4万股$2,036.3万5.5万股-1,179股-2.14%减仓
TOUCHSTONE ETF TRUSTAPOS
0.5%0.29%$1,958.2万75.9万股$945.4万36.7万股+39.2万股+106.93%加仓
WWisdomTree信托DTD
0.48%0.63%$1,882.7万20.2万股$2,034.8万23.6万股-3.4万股-14.31%减仓
S道富SPYV
0.45%0.56%$1,781.1万29.3万股$1,810.6万32.0万股-2.7万股-8.44%减仓
IiShares安硕信托IQLT
0.4%0.49%$1,572.6万31.7万股$1,569.1万33.9万股-2.2万股-6.49%减仓
FFEDERATED HERMES ETF TRUSTFTRB
0.4%0.67%$1,564.4万62.3万股$2,146.2万85.4万股-23.0万股-26.96%减仓
亚马逊AMZN
0.39%0.41%$1,536.5万6.4万股$1,335.1万6.4万股+363股+0.57%加仓
IiShares安硕信托SGOV
0.38%0.63%$1,498.8万14.9万股$2,025.6万20.1万股-5.2万股-26.02%减仓
英伟达NVDA
0.37%0.34%$1,450.8万7.3万股$1,082.0万6.2万股+1.0万股+16.87%加仓
V先锋领航全球基金VFH
0.36%0.03%$1,427.9万10.9万股$82.3万6,816股+10.2万股+1,491.92%加仓
沃尔玛WMT
0.32%0.43%$1,253.7万11.1万股$1,392.0万11.2万股-1,312股-1.17%减仓
TTOUCHSTONE ETF TRUSTNUSB
0.3%0.12%$1,195.6万47.3万股$396.7万15.7万股+31.7万股+202.13%加仓
S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG
0.3%0.33%$1,184.1万35.0万股$1,069.8万36.7万股-1.7万股-4.72%减仓
V先锋领航债券指数基金BIV
0.3%0.2%$1,175.8万15.3万股$629.8万8.2万股+7.2万股+87.85%加仓
G通用动力VTI
0.29%0.31%$1,135.8万3.1万股$990.8万3.1万股-190股-0.62%减仓
WWisdomTree信托DGRW
0.28%0.31%$1,088.9万11.4万股$1,016.6万11.6万股-1,857股-1.60%减仓
I景顺·S&P 500 GARP ETFSPGP
0.25%0.3%$996.5万8.1万股$975.2万9.1万股-9,132股-10.08%减仓
J摩根大通交易所交易基金JMUB
0.25%0.18%$981.7万19.4万股$594.7万11.9万股+7.5万股+62.91%加仓
V先锋领航·FTSEVEA
0.24%0.25%$957.0万13.4万股$805.7万12.6万股+8,587股+6.83%加仓
V先锋领航全球基金VGT
0.24%0.35%$932.1万7.8万股$1,121.2万1.6万股+6.2万股+385.27%加仓
IiShares安硕信托IVV
0.23%0.24%$921.5万1.2万股$780.1万1.2万股+363股+3.04%加仓
IiShares安硕信托IVW
0.23%0.24%$910.4万6.6万股$760.7万6.7万股-1,056股-1.57%减仓
SSPDR行业精选信托XLP
0.23%0.3%$903.0万10.9万股$971.1万11.8万股-9,761股-8.24%减仓
S嘉信策略信托SCHF
0.22%0.22%$866.1万31.3万股$712.7万28.8万股+2.5万股+8.59%加仓

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