RP

Retirement Planning Group, LLC

分散型投资策略趋势追踪型长期持有型

申报总市值

US$32.3亿

申报季度: 2026-03-31 · 持股只数: 481

Retirement Planning Group, LLC在最新一期 13F 报告中披露了 481 项持股，申报期为 2026-03-31，总持股市值约为 US$32.3亿，季度换手率为 16.6%。

机构性格雪花图

集中度
15.78
持仓稳定性
16.59
动能／逆势
100
行业集中度
52.55
多样化
100
仓位均衡度
57.56

近期动向

  • 减仓 VOO

    -5.8%　-US$3328.8万

  • 加仓 FSMD

    +28.5%　US$5356.7万

  • 减仓 QGRW

    +2.8%　-US$1584.9万

  • 加仓 DIVI

    +14.0%　US$3225.9万

  • 减仓 VGSH

    -18.5%　-US$1327.0万

  • 减仓 AAPL

    -10.5%　-US$807.3万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1VOOVanguard S&p 500 ETFETF-大型股与成长9.05%-1.64%-5.79%
2QGRWWisdomtree US Quality GrowthETF-其他7.17%-0.95%+2.77%
3FSMDFidelity Small-mid MultifactETF-其他7.16%+1.33%+28.47%
4DIVIFranklin International CoreETF-其他6.98%+0.64%+14.01%
5PYLDPimco Multisector Bond ActvETF-其他5.25%+0.19%+12.06%
6UBNDVictoryshares Core Plus BondETF-其他4.97%+0.27%+13.12%
7DIVOAmplify Cwp Enhan Divid ETFETF-其他4.42%+0.19%+9.93%
8FDVVFidelity High Dividend ETFETF-其他4.33%+0.02%+9.41%
9FRDMFreedom 100 Emeging Mrkt ETFETF-其他4.32%+0.25%+5.52%
10FBNDFidelity Total Bond ETFETF-其他4.02%+0.25%+14.20%
11NFLTVirtus Newfleet Multi-sectorETF-其他3.15%+0.18%+13.89%
12BNDINeos Enhanced INC Agg Bd ETFETF-其他2.94%+0.20%+14.82%
13VGSHVanguard Short-term TreasuryETF-政府公债1.78%-0.54%-18.54%
14COSTCostco Wholesale CORP股票-非周期性消费1.57%+0.15%+1.22%
15AAPLApple INC股票-科技1.27%-0.34%-10.51%
16SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长1.14%-0.17%-2.99%
17VUGVanguard Growth ETFETF-其他0.98%-0.21%-2.05%
18SCHBSchwab US Broad Market ETFETF-其他0.84%-0.18%-8.02%
19VTVVanguard Value ETFETF-其他0.74%—+5.40%
20QQQInvesco Qqq Trust Series 1ETF-科技型0.68%-0.15%-8.38%
21FTRBFed Hermes Ttl Rtrn BndETF-其他0.67%-0.17%-13.76%
22VIGVanguard Dividend Apprec ETFETF-其他0.65%-0.15%-11.14%
23MSFTMicrosoft CORP股票-科技0.63%-0.31%-6.94%
24DTDWisdomtree US Total DividendETF-其他0.63%—-4.60%
25SGOVIshares 0-3 Month Treasury BETF-政府公债0.63%—-5.10%
26GSLCGoldman Activebeta US Lc ETFETF-避险与商品0.61%-0.16%-10.66%
27SPYVSs Spdr P S&p 500 Value ETFETF-大型股与成长0.56%—-1.23%
28IQLTIshares Msci International QETF-其他0.49%—-12.33%
29CSHINeos Enhanced Income 1-3 MonETF-其他0.44%+0.04%+17.60%
30WMTWalmart INC股票-非周期性消费0.43%—-6.40%
31AMZNAmazon.com INC股票-周期性消费0.41%—+24.07%
32VGTVanguard Info Tech ETFETF-科技型0.35%—+3.20%
33NVDANvidia CORP股票-科技0.34%—-6.81%
34SCHGSchwab US Large-cap GrowthETF-其他0.33%+0.10%+70.54%
35DGRWWisdomtree U.s. Quality DiviETF-其他0.31%—-0.50%
36VTIVanguard Total Stock Mkt ETFETF-其他0.31%—+0.64%
37SPGPInvesco S&p 500 Garp ETFETF-大型股与成长0.30%-0.14%-22.38%
38XLPSs Consumer Staples Sel SectETF-其他0.30%—-3.83%
39TSECTouchstone Securitized INCETF-其他0.29%+0.22%+367.34%
40GLDSpdr Gold SharesETF-避险与商品0.28%—+10.08%
41VEAVanguard Ftse Developed ETFETF-其他0.25%—-2.31%
42IVVIshares Core S&p 500 ETFETF-大型股与成长0.24%—+8.04%
43IVWIshares S&p 500 Growth ETFETF-大型股与成长0.24%—-6.17%
44COWZPacer US Cash Cows 100 ETFETF-其他0.23%—+7.47%
45SCHFSchwab Intl Equity ETFETF-其他0.22%—-2.13%
46BNDVanguard Total Bond MarketETF-其他0.21%—-12.94%
47XOMExxon Mobil CORP股票-能源0.21%+0.07%+12.32%
48VXFVanguard Extended Market ETFETF-其他0.20%—-5.94%
49BIVVanguard Intermediate-term BETF-其他0.20%—+2.49%
50GMUBGs Municipal Income ETFETF-其他0.19%—+37.91%
1–50 of 481

本季持股变动

Retirement Planning Group, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Gldm SA S&p 500 Pr In Etf-us (GPIX); 新建仓: T Rowe Prc Cap Appreciation (TCAF); 新建仓: Neos Mlp Enrgy Hgh INC ETF (MLPI); 新建仓: Fidelity Enh Lrg Cap Cor ETF (FELC); 新建仓: Ss Spdr P Agg Bond ETF (SPAB).

Retirement Planning Group, LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1FSMDFidelity Small-mid Multifact+1.3%+28.47%加仓
2DIVIFranklin International Core+0.6%+14.01%加仓
3UBNDVictoryshares Core Plus Bond+0.3%+13.12%加仓
4FRDMFreedom 100 Emeging Mrkt ETF+0.3%+5.52%加仓
5FBNDFidelity Total Bond ETF+0.3%+14.20%加仓
6TSECTouchstone Securitized INC+0.2%+367.34%加仓
7BNDINeos Enhanced INC Agg Bd ETF+0.2%+14.82%加仓
8PYLDPimco Multisector Bond Actv+0.2%+12.06%加仓
9DIVOAmplify Cwp Enhan Divid ETF+0.2%+9.93%加仓
10NFLTVirtus Newfleet Multi-sector+0.2%+13.89%加仓
11PTLCPacer Trendpilot US Large Ca+0.2%+1646.36%加仓
12COSTCostco Wholesale CORP+0.2%+1.22%加仓
13VHTVanguard Health Care ETF+0.1%+368.49%加仓
14BONDPimco Active Bond Exchange-t+0.1%+230.18%加仓
15HFSIHartfor Strateg Income Etf-u+0.1%+498.41%加仓
16SCHGSchwab US Large-cap Growth+0.1%+70.54%加仓
17IEFAIshares Core Msci Eafe ETF+0.1%+597.01%加仓
18XOMExxon Mobil CORP+0.1%+12.32%加仓
19RSPInvesco S&p 500 Equal Weight+0.1%+245.82%加仓
20IWBIshares Russell 1000 ETF+0.1%+187.23%加仓
21CSHINeos Enhanced Income 1-3 Mon0%+17.60%加仓
22FDVVFidelity High Dividend ETF0%+9.41%加仓
23AMLPAlerian Mlp ETF-0.1%-81.57%减仓
24JEPIJpmorgan Equity Premium Inco-0.1%-67.84%减仓
25VISVanguard Industrials ETF-0.1%-84.65%减仓
26SPGPInvesco S&p 500 Garp ETF-0.1%-22.38%减仓
27QQQInvesco Qqq Trust Series 1-0.2%-8.38%减仓
28VIGVanguard Dividend Apprec ETF-0.2%-11.14%减仓
29GSLCGoldman Activebeta US Lc ETF-0.2%-10.66%减仓
30FTRBFed Hermes Ttl Rtrn Bnd-0.2%-13.76%减仓
31SPYSs Spdr S&p 500 ETF Trust-us-0.2%-2.99%减仓
32SCHBSchwab US Broad Market ETF-0.2%-8.02%减仓
33VUGVanguard Growth ETF-0.2%-2.05%减仓
34MSFTMicrosoft CORP-0.3%-6.94%减仓
35AAPLApple INC-0.3%-10.51%减仓
36VGSHVanguard Short-term Treasury-0.5%-18.54%减仓
37QGRWWisdomtree US Quality Growth-1%+2.77%加仓
38VOOVanguard S&p 500 ETF-1.6%-5.79%减仓
39GPIXGldm SA S&p 500 Pr In Etf-us—NEW新建仓
40TCAFT Rowe Prc Cap Appreciation—NEW新建仓
41MLPINeos Mlp Enrgy Hgh INC ETF—NEW新建仓
42FELCFidelity Enh Lrg Cap Cor ETF—NEW新建仓
43SPABSs Spdr P Agg Bond ETF—NEW新建仓
44EXEExpand Energy CORP—NEW新建仓
45XMESs Spdr S&p Metals Mining—NEW新建仓
46HOLAJPM Intll Hdg Eq Lddr Ovrly—NEW新建仓
47IDVOAmplify Cwp Intl Enh Dvd INC—NEW新建仓
48VVVanguard Large-cap ETF—NEW新建仓
49TRNDPacer Trendpilot Funds Of Fd—NEW新建仓
50INEQColumbia Intl Eqty INC ETF—NEW新建仓

FAQ

Retirement Planning Group, LLC 是什么机构？属于哪种投资人类型？
Retirement Planning Group, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$32.3亿，分布在 481 个已申报仓位之中。
Retirement Planning Group, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Retirement Planning Group, LLC 按市值排列的前几大持股为： 1. Vanguard S&p 500 ETF (VOO) — US$2.9亿 (9.1%) 2. Wisdomtree US Quality Growth (QGRW) — US$2.3亿 (7.2%) 3. Fidelity Small-mid Multifact (FSMD) — US$2.3亿 (7.2%) 4. Franklin International Core (DIVI) — US$2.3亿 (7.0%) 5. Pimco Multisector Bond Actv (PYLD) — US$1.7亿 (5.3%)
Retirement Planning Group, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Retirement Planning Group, LLC 共进行了 50 项显著调整：新建仓 12 个仓位、加仓 23 个既有持股、减仓 15 个仓位，并完全清仓 0 个持股。 其中幅度最大的异动：新建仓: Gldm SA S&p 500 Pr In Etf-us (GPIX); 新建仓: T Rowe Prc Cap Appreciation (TCAF); 新建仓: Neos Mlp Enrgy Hgh INC ETF (MLPI); 新建仓: Fidelity Enh Lrg Cap Cor ETF (FELC); 新建仓: Ss Spdr P Agg Bond ETF (SPAB)
Retirement Planning Group, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Retirement Planning Group, LLC 的主要板块分布如下： • Information Technology: 28.1% • Consumer Staples: 25.6% • Consumer Discretionary: 8.6% • Financials: 7.5% • Energy: 7.0% • Industrials: 6.7%