Retirement Planning Group, LLC 13F 持仓 · 2026年Q2
Retirement Planning Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 541 只证券，申报市值合计 39.36 亿美元。前几大持仓：VOO（8.86%）、QGRW（7.62%）、FSMD（7.47%）。本季前 25 大持仓中：新建仓 2 只、增持 19 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $348.6M | 8.86% | 507,533 | 增持 |
| 2 | QGRW | WISDOMTREE TR | $299.8M | 7.62% | 4.5M | 增持 |
| 3 | FSMD | FIDELITY COVINGTON TRUST | $294.2M | 7.47% | 5.6M | 增持 |
| 4 | DIVI | FRANKLIN TEMPLETON ETF TR | $260.6M | 6.62% | 6.1M | 增持 |
| 5 | FRDM | EA SERIES TRUST | $192.8M | 4.90% | 2.6M | 增持 |
| 6 | PYLD | PIMCO ETF TR | $190.2M | 4.83% | 7.2M | 增持 |
| 7 | UBND | VICTORY PORTFOLIOS II | $177.4M | 4.51% | 8.2M | 增持 |
| 8 | FDVV | FIDELITY COVINGTON TRUST | $170.2M | 4.33% | 2.8M | 增持 |
| 9 | DIVO | AMPLIFY ETF TR | $157.1M | 3.99% | 3.4M | 增持 |
| 10 | FBND | FIDELITY MERRIMACK STR TR | $143.4M | 3.64% | 3.2M | 增持 |
| 11 | NFLT | ETFIS SER TR I | $113.4M | 2.88% | 4.9M | 增持 |
| 12 | BNDI | NEOS ETF TRUST | $106.1M | 2.70% | 2.3M | 增持 |
| 13 | SPY | STATE STR SPDR S&P 500 ETF T | $75.5M | 1.92% | 101,168 | 增持 |
| 14 | VUG | VANGUARD INDEX FDS | $70.4M | 1.79% | 817,700 | 增持 |
| 15 | COST | COSTCO WHOLESALE CORPORATION | $47.6M | 1.21% | 50,837 | 增持 |
| 16 | AAPL | APPLE INC | $46.6M | 1.18% | 161,007 | 减持 |
| 17 | VGSH | VANGUARD SCOTTSDALE FDS | $45.2M | 1.15% | 776,178 | 减持 |
| 18 | QQQ | INVESCO QQQ TR | $31.4M | 0.80% | 42,635 | 增持 |
| 19 | SCHB | SCHWAB STRATEGIC TR | $30.9M | 0.79% | 1.1M | 减持 |
| 20 | VTV | VANGUARD INDEX FDS | $26.6M | 0.68% | 122,262 | 增持 |
| 21 | MGV | VANGUARD WORLD FD | $24.5M | 0.62% | 149,966 | 新建仓 |
| 22 | QQQM | INVESCO EXCH TRADED FD TR II | $22.4M | 0.57% | 73,881 | 新建仓 |
| 23 | CSHI | NEOS ETF TRUST | $21.8M | 0.56% | 438,606 | 增持 |
| 24 | VBR | VANGUARD INDEX FDS | $22.2M | 0.56% | 91,469 | 增持 |
| 25 | VIG | VANGUARD SPECIALIZED FUNDS | $21.9M | 0.56% | 92,401 | 减持 |
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