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 |
|---|---|---|---|---|---|---|
| 1 | DIVO | AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | $50.5M | 13.88% | 1.1M | 增持 |
| 2 | BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $48.5M | 13.33% | 631,866 | 增持 |
| 3 | ITOT | ISHARES TR CORE S&P TTL STK | $40.9M | 11.26% | 249,115 | 减持 |
| 4 | IWL | ISHARES TR RUS TOP 200 ETF | $39.8M | 10.94% | 215,106 | 增持 |
| 5 | BALT | INNOVATOR DEFINED WEALTH SHLD ETF | $35.5M | 9.77% | 1.0M | 增持 |
| 6 | GRNY | FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | $28.8M | 7.93% | 1.0M | 增持 |
| 7 | CGGO | CAPITAL GROUP GLOBAL GROWTH SHS CREATION UNIT | $27.6M | 7.60% | 653,161 | 增持 |
| 8 | GRNJ | FUNDSTRAT GRANNY SHOTS US | $19.5M | 5.37% | 620,518 | 增持 |
| 9 | RISR | FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE | $16.9M | 4.65% | 467,373 | 增持 |
| 10 | IAUM | ISHARES GOLD TR SHARES REPRESENT | $14.2M | 3.90% | 354,094 | 增持 |
| 11 | VOO | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | $6.1M | 1.68% | 8,910 | 减持 |
| 12 | BTC | GRAYSCALE BITCOIN MINI TR ETF SHS NEW | $4.8M | 1.33% | 186,312 | 增持 |
| 13 | IBTI | ISHARES IBONDS DEC 2028 TERM TREASURY ETF | $2.1M | 0.59% | 96,139 | 增持 |
| 14 | ETH | GRAYSCALE ETHEREUM STAKING MINI ETF | $2.0M | 0.55% | 132,523 | 增持 |
| 15 | IBDT | ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | $1.8M | 0.48% | 69,355 | 增持 |
| 16 | IBTG | ISHARES IBONDS DEC 2026 TERM TREASURY ETF | $1.5M | 0.41% | 64,822 | 增持 |
| 17 | IBTH | ISHARES IBONDS DEC 2027 TERM TREASURY ETF | $1.5M | 0.41% | 67,387 | 增持 |
| 18 | IBDS | ISHARES TR IBONDS 27 ETF | $1.4M | 0.38% | 57,204 | 增持 |
| 19 | IBDR | ISHARES TR IBONDS DEC2026 | $1.3M | 0.37% | 55,008 | 增持 |
| 20 | IBTJ | ISHARES IBONDS DEC 2029 TERM TREASURY ETF | $1.3M | 0.37% | 61,315 | 增持 |
| 21 | IBTP | ISHARES IBONDS DEC 2034 TERM TREASURY ETF | $1.3M | 0.37% | 52,382 | 持平 |
| 22 | IBDU | ISHARES TR IBONDS DEC 29 | $1.3M | 0.35% | 54,485 | 增持 |
| 23 | IBTM | ISHARES IBONDS DEC 2032 TERM TREASURY ETF | $924,889 | 0.25% | 40,753 | 持平 |
| 24 | IBDX | ISHARES IBONDS DEC 2032 TERM CORPORATE ETF | $867,090 | 0.24% | 34,422 | 持平 |
| 25 | IBDV | ISHARES IBONDS DEC 2030 TERM CORPORATE ETF | $821,358 | 0.23% | 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