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RCS Financial Planning, LLC · 13F 持仓分析
期权收益计算器 机构排行

RCS Financial Planning, LLC

No.6968 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.11亿
环比变动 Q1 2026
+$1,842.9万+9.6%
持仓股票数
102
新买入
7
加仓
39
减仓
50
清仓
3
持股不变
6
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
DDimensional维度ETF信托DFAC
14.67%13.77%$3,099.2万69.9万股$2,654.1万68.3万股+1.6万股+2.29%加仓
DDimensional维度ETF信托DFCF
8.27%9.03%$1,747.4万41.4万股$1,740.4万41.2万股+1,751股+0.42%加仓
F富达·MERRIMACK STR TRFBND
8.03%8.75%$1,696.1万37.1万股$1,685.8万36.8万股+3,370股+0.92%加仓
DDimensional维度ETF信托DFSV
5.54%5.38%$1,170.3万30.2万股$1,037.5万29.6万股+5,609股+1.89%加仓
DDimensional维度ETF信托DFIC
5.42%5.6%$1,143.7万30.7万股$1,079.6万30.4万股+3,108股+1.02%加仓
DDimensional维度·US HIGH PROFITABILITY ETFDUHP
5.26%4.93%$1,110.5万26.6万股$951.1万25.9万股+7,386股+2.85%加仓
DDimensional维度ETF信托DFSD
3.63%4.04%$766.6万16.1万股$778.1万16.3万股-1,970股-1.21%减仓
DDimensional维度ETF信托DFEM
2.99%2.9%$632.0万15.6万股$559.7万16.2万股-6,484股-4.00%减仓
FFIDELITY LOW DURATION BOND FACTOR ETFFLDR
2.98%3.2%$628.9万12.5万股$617.2万12.3万股+2,225股+1.81%加仓
CrowdStrikeCRWD
2.39%1.59%$504.3万6,608股$305.9万7,836股-1,228股-15.67%减仓
V先锋领航市政债券基金VTEB
2.27%2.43%$480.4万9.5万股$469.2万9.4万股+939股+1.00%加仓
V先锋领航指数基金VUG
1.91%1.78%$403.0万4.7万股$343.7万7,870股+3.9万股+494.51%加仓
IiShares安硕信托IVV
1.89%1.52%$399.7万5,337股$292.3万4,475股+862股+19.26%加仓
苹果AAPL
1.83%1.73%$387.0万1.3万股$333.2万1.3万股+245股+1.87%加仓
AAvantis US Small Cap Value ETFAVDV
1.46%1.55%$307.9万3.0万股$299.2万3.0万股-83股-0.28%减仓
V先锋领航指数基金VTV
1.31%1.29%$277.0万1.3万股$249.2万1.3万股+8股+0.06%加仓
DDimensional维度ETF信托DFAU
1.24%1.19%$261.0万5.1万股$228.7万5.1万股-182股-0.36%减仓
IiShares安硕信托GVI
1.17%1.28%$247.8万2.3万股$247.5万2.3万股-290股-1.24%减仓
V先锋领航·FTSEVEA
1.04%1.09%$219.8万3.1万股$209.8万3.3万股-1,878股-5.74%减仓
DDimensional维度·US REAL ESTATE ETFDFAR
0.86%0.84%$182.6万7.0万股$161.8万6.8万股+1,368股+2.00%加仓
IiShares安硕信托ITOT
0.8%0.78%$167.9万1.0万股$150.5万1.1万股-381股-3.58%减仓
IiShares安硕信托IUSB
0.73%0.67%$153.5万3.3万股$128.7万2.8万股+5,401股+19.38%加仓
IiShares安硕信托GVI
0.68%0.73%$144.2万1.4万股$141.5万1.3万股+255股+1.92%加仓
V先锋领航债券指数基金BSV
0.68%0.67%$144.1万1.8万股$129.1万1.6万股+2,035股+12.36%加仓
IiShares安硕信托IBDU
0.64%0.65%$135.0万5.8万股$125.2万5.4万股+4,200股+7.76%加仓
IiShares安硕·MSCIQUAL
0.63%0.75%$134.0万6,108股$144.8万7,550股-1,442股-19.10%减仓
B贝莱德ETF信托LCTU
0.6%0.59%$126.7万1.6万股$114.6万1.6万股-527股-3.23%减仓
IiShares安硕信托IVW
0.58%0.53%$121.5万8,837股$102.9万9,099股-262股-2.88%减仓
F富达·MERRIMACK STR TRFSEC
0.56%0.62%$119.2万2.7万股$119.1万2.7万股+15股+0.06%加仓
B贝莱德ETF信托DYNF
0.56%0.55%$118.1万1.7万股$105.6万1.8万股-795股-4.38%减仓
DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE
0.5%0.48%$105.3万2.6万股$93.5万2.8万股-1,408股-5.10%减仓
IiShares安硕·ESG AWARE US AGGREGATE BOND ETFEAGG
0.49%0.51%$104.4万2.2万股$97.6万2.1万股+1,481股+7.21%加仓
S嘉信策略信托SCHF
0.49%0.49%$103.5万3.7万股$94.0万3.8万股-605股-1.59%减仓
S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG
0.48%0.45%$101.6万3.0万股$87.4万3.0万股+10股+0.03%加仓
G通用动力VTI
0.48%0.49%$100.6万2,718股$94.9万2,959股-241股-8.14%减仓
F富达Covington信托FIVA
0.47%0.37%$99.9万2.6万股$71.5万2.1万股+5,396股+26.26%加仓
V先锋领航·FSTEVWO
0.47%0.48%$99.9万1.7万股$91.9万1.7万股-268股-1.58%减仓
IiShares安硕·S&PIVE
0.47%0.53%$98.6万4,344股$102.5万4,854股-510股-10.51%减仓
V先锋领航指数基金VV
0.45%0.43%$95.6万2,781股$83.1万2,781股00.00%持仓不变
DDimensional维度ETF信托DISV
0.45%0.5%$94.3万2.4万股$95.6万2.4万股-727股-3.00%减仓
IiShares安硕信托IEFA
0.44%0.45%$92.0万9,526股$86.5万9,558股-32股-0.33%减仓
AAvantis·U SAVUV
0.43%0.42%$90.6万7,262股$81.5万7,376股-114股-1.55%减仓
IiShares安硕IEMG
0.43%0.46%$90.0万1.1万股$88.2万1.3万股-1,779股-14.08%减仓
IiShares安硕信托EFV
0.42%0.61%$89.4万1.2万股$117.8万1.6万股-4,168股-26.30%减仓
FFIDELITY DIVIDEND ETF FOR RISING RATESFDRR
0.42%0.42%$88.5万1.4万股$81.0万1.4万股-145股-1.05%减仓
IiShares安硕信托EFG
0.41%0.4%$87.4万7,023股$78.1万7,010股+13股+0.19%加仓
SSCHWAB U.S. AGGREGATE BOND ETFSCHZ
0.39%0.42%$81.4万3.5万股$80.0万3.4万股+713股+2.07%加仓
F富达·MSCIFIDU
0.37%0.37%$78.7万7,983股$71.2万8,890股-907股-10.20%减仓
DDimensional维度ETF信托DCOR
0.36%0.35%$75.9万9,258股$66.7万9,258股00.00%持仓不变
IiShares安硕信托DSI
0.36%0.35%$75.8万5,324股$67.8万5,598股-274股-4.89%减仓

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