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Reliant Wealth Planning 13F 持仓 · 2026年Q2

Reliant Wealth Planning 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 54 只证券,申报市值合计 3.64 亿美元。前几大持仓:DIVO(13.88%)、BIV(13.33%)、ITOT(11.26%)。本季前 25 大持仓中:增持 19 只、减持 2 只。

排名代码公司市值占组合股数变动
1DIVOAMPLIFY CWP ENHANCED DIVIDEND INCOME ETF$50.5M13.88%1.1M增持
2BIVVANGUARD INTERMEDIATE-TERM BOND ETF$48.5M13.33%631,866增持
3ITOTISHARES TR CORE S&P TTL STK$40.9M11.26%249,115减持
4IWLISHARES TR RUS TOP 200 ETF$39.8M10.94%215,106增持
5BALTINNOVATOR DEFINED WEALTH SHLD ETF$35.5M9.77%1.0M增持
6GRNYFUNDSTRAT GRANNY SHOTS US LARGE CAP ETF$28.8M7.93%1.0M增持
7CGGOCAPITAL GROUP GLOBAL GROWTH SHS CREATION UNIT$27.6M7.60%653,161增持
8GRNJFUNDSTRAT GRANNY SHOTS US$19.5M5.37%620,518增持
9RISRFOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE$16.9M4.65%467,373增持
10IAUMISHARES GOLD TR SHARES REPRESENT$14.2M3.90%354,094增持
11VOOVANGUARD INDEX FUNDS S&P 500 ETF SHS NEW$6.1M1.68%8,910减持
12BTCGRAYSCALE BITCOIN MINI TR ETF SHS NEW$4.8M1.33%186,312增持
13IBTIISHARES IBONDS DEC 2028 TERM TREASURY ETF$2.1M0.59%96,139增持
14ETHGRAYSCALE ETHEREUM STAKING MINI ETF$2.0M0.55%132,523增持
15IBDTISHARES IBONDS DEC 2028 TERM CORPORATE ETF$1.8M0.48%69,355增持
16IBTGISHARES IBONDS DEC 2026 TERM TREASURY ETF$1.5M0.41%64,822增持
17IBTHISHARES IBONDS DEC 2027 TERM TREASURY ETF$1.5M0.41%67,387增持
18IBDSISHARES TR IBONDS 27 ETF$1.4M0.38%57,204增持
19IBDRISHARES TR IBONDS DEC2026$1.3M0.37%55,008增持
20IBTJISHARES IBONDS DEC 2029 TERM TREASURY ETF$1.3M0.37%61,315增持
21IBTPISHARES IBONDS DEC 2034 TERM TREASURY ETF$1.3M0.37%52,382持平
22IBDUISHARES TR IBONDS DEC 29$1.3M0.35%54,485增持
23IBTMISHARES IBONDS DEC 2032 TERM TREASURY ETF$924,8890.25%40,753持平
24IBDXISHARES IBONDS DEC 2032 TERM CORPORATE ETF$867,0900.24%34,422持平
25IBDVISHARES IBONDS DEC 2030 TERM CORPORATE ETF$821,3580.23%37,677持平

来源:SEC 13F 申报文件 · 截至 2026-06-30

本期 13F-HR 中的全部持仓,以及相对上季度的变化。

13F 持仓,最新季度

来源SEC EDGAR13F-HR