Retirement Planning Group, LLC / Ny 13F 持仓 · 2026年Q2
Retirement Planning Group, LLC / Ny 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 108 只证券，申报市值合计 1.84 亿美元。前几大持仓：JEPI（8.22%）、QQQ（7.20%）、RWL（6.01%）。本季前 25 大持仓中：新建仓 1 只、增持 15 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | JEPI | J P MORGAN EXCHANGE TRADED F | $15.1M | 8.22% | 267,107 | 增持 |
| 2 | QQQ | INVESCO QQQ TR | $13.2M | 7.20% | 17,930 | 减持 |
| 3 | RWL | INVESCO EXCH TRADED FD TR II | $11.0M | 6.01% | 86,318 | 增持 |
| 4 | SCHD | SCHWAB STRATEGIC TR | $7.6M | 4.13% | 239,184 | 增持 |
| 5 | RECS | COLUMBIA ETF TR I | $7.4M | 4.05% | 171,662 | 增持 |
| 6 | QQQM | INVESCO EXCH TRADED FD TR II | $7.2M | 3.91% | 23,707 | 增持 |
| 7 | PAVE | GLOBAL X FDS | $7.1M | 3.87% | 120,474 | 增持 |
| 8 | JEPQ | J P MORGAN EXCHANGE TRADED F | $6.5M | 3.56% | 106,324 | 增持 |
| 9 | AAPL | APPLE INC | $6.3M | 3.42% | 21,675 | 增持 |
| 10 | LVHI | LEGG MASON ETF INVT | $5.5M | 3.01% | 136,096 | 增持 |
| 11 | QYLD | GLOBAL X FDS | $5.1M | 2.77% | 275,764 | 增持 |
| 12 | GE | GE AEROSPACE | $4.3M | 2.33% | 11,447 | 增持 |
| 13 | JCE | NUVEEN CORE EQUITY ALPHA FD | $4.2M | 2.28% | 250,109 | 减持 |
| 14 | RFDA | ALPS ETF TR | $4.1M | 2.24% | 58,513 | 减持 |
| 15 | XLE | SELECT SECTOR SPDR TR | $4.1M | 2.24% | 77,317 | 减持 |
| 16 | XLF | SELECT SECTOR SPDR TR | $4.1M | 2.23% | 76,391 | 减持 |
| 17 | NVDA | NVIDIA CORPORATION | $3.8M | 2.07% | 19,006 | 增持 |
| 18 | GEV | GE VERNOVA INC | $3.5M | 1.93% | 3,006 | 增持 |
| 19 | CRUX | COLUMBIA ETF TR I | $3.5M | 1.89% | 115,780 | 新建仓 |
| 20 | HEFA | ISHARES TR | $2.8M | 1.52% | 59,555 | 增持 |
| 21 | PDI | PIMCO DYNAMIC INCOME FD | $2.7M | 1.46% | 158,117 | 减持 |
| 22 | VONE | VANGUARD SCOTTSDALE FDS | $2.5M | 1.38% | 7,470 | 减持 |
| 23 | HYDB | ISHARES TR | $2.5M | 1.36% | 53,381 | 减持 |
| 24 | DJD | INVESCO EXCHANGE TRADED FD T | $1.8M | 1.01% | 29,164 | 减持 |
| 25 | QUAL | ISHARES TR | $1.8M | 1.00% | 8,343 | 增持 |
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