Estate Planners Group, LLC
- SEC CIK
- 0002118977
- 最新申報
- 2026/8/13
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/4/7 申報。只含多頭部位。
- 持股檔數
- 476
- 2025 年第 3 季沒有申報
- 總值
- $2.31 億
- 2025 年第 3 季沒有申報
Estate Planners Group, LLC 沒有申報 2025 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| GOFGuggenheim Strategic Opportunities Fund | COM SBI | 2,292,778 | $2,953 萬 | 12.8% | – | – | 歷史 |
| PDIPIMCO Dynamic Income Fund | SHS | 1,293,116 | $2,290 萬 | 9.9% | – | – | 歷史 |
| Series Portfolios Tr81752T528 | ELDRIDGE BBB B | 744,969 | $1,973 萬 | 8.6% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 25,985 | $1,596 萬 | 6.9% | – | – | – |
| ARCCAres Capital Corp | CEF | 678,831 | $1,373 萬 | 6.0% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 201,128 | $1,192 萬 | 5.2% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 15,189 | $1,036 萬 | 4.5% | – | – | 歷史 |
| Neos ETF Trust78433H675 | NASDAQ 100 HIGH | 136,417 | $734.7 萬 | 3.2% | – | – | – |
| IBITiShares Bitcoin Trust ETF | ETF | 136,974 | $680.1 萬 | 2.9% | – | – | 歷史 |
| Defiance Quantum ETF26922A420 | ETF | 56,551 | $620.1 萬 | 2.7% | – | – | – |
| AMZNAmazon Com Inc | Stock | 24,921 | $575.2 萬 | 2.5% | – | – | 歷史 |
| Neos ETF Trust78433H642 | BITCOIN HIGH INC | 126,591 | $557.3 萬 | 2.4% | – | – | – |
| NVDANVIDIA Corp | Stock | 28,664 | $534.4 萬 | 2.3% | – | – | 歷史 |
| Listed FDS Tr53656G498 | ROUN MA SEVE ETF | 80,011 | $527.8 萬 | 2.3% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 7,943 | $524.3 萬 | 2.3% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 38,484 | $459.2 萬 | 2.0% | – | – | – |
| MSFTMicrosoft Corp | Stock | 9,451 | $457.1 萬 | 2.0% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 16,418 | $446.3 萬 | 1.9% | – | – | 歷史 |
| Global X FDS37954Y632 | ARTIFICIAL ETF | 76,654 | $389.9 萬 | 1.7% | – | – | – |
| VanEck Semiconductor ETF92189F676 | ETF | 9,496 | $342.0 萬 | 1.5% | – | – | – |
| JNJJohnson & Johnson | Stock | 12,954 | $268.1 萬 | 1.2% | – | – | 歷史 |
| PDOPIMCO Dynamic Income Opportunities Fund | COM BEN SHS | 159,844 | $221.2 萬 | 1.0% | – | – | 歷史 |
| MYIBlackRock Muniyield Quality Fund III, Inc. | COM | 99,688 | $108.4 萬 | 0.5% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 4,737 | $92.3 萬 | 0.4% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,582 | $89.4 萬 | 0.4% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 2,174 | $86.2 萬 | 0.4% | – | – | 歷史 |
| MUABlackRock Muniassets Fund, Inc. | COM | 79,363 | $85.0 萬 | 0.4% | – | – | 歷史 |
| VanEck ETF Trust92189F411 | BDC INCOME ETF | 56,623 | $80.3 萬 | 0.3% | – | – | – |
| RFMRiverNorth Flexible Municipal Income Fund, Inc. | COM | 56,238 | $78.6 萬 | 0.3% | – | – | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 5,093 | $73.3 萬 | 0.3% | – | – | – |
| ETHAiShares Ethereum Trust ETF | SHS | 31,934 | $71.6 萬 | 0.3% | – | – | 歷史 |
| Global X FDS37954Y715 | RBTCS ARTFL INTE | 19,490 | $70.6 萬 | 0.3% | – | – | – |
| ARK Innovation ETF00214Q104 | ETF | 8,817 | $67.8 萬 | 0.3% | – | – | – |
| NFLXNetflix Inc | Stock | 7,182 | $67.3 萬 | 0.3% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,951 | $65.4 萬 | 0.3% | – | – | – |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 8,450 | $64.4 萬 | 0.3% | – | – | 歷史 |
| RMMRiverNorth Managed Duration Municipal Income Fund, Inc. | COM | 43,843 | $59.7 萬 | 0.3% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,807 | $56.7 萬 | 0.2% | – | – | 歷史 |
| UBERUber Technologies, Inc | Stock | 6,839 | $55.9 萬 | 0.2% | – | – | 歷史 |
| Wedbush Ser Tr947913109 | DAN IVE REVO ETF | 15,861 | $50.1 萬 | 0.2% | – | – | – |
| BABAAlibaba Group Holding Ltd | ADR | 3,329 | $48.8 萬 | 0.2% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,478 | $46.3 萬 | 0.2% | – | – | 歷史 |
| Tidal Trust I886364231 | FUND GRAN US ETF | 18,541 | $45.9 萬 | 0.2% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 742 | $37.3 萬 | 0.2% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 549 | $34.4 萬 | 0.1% | – | – | – |
| Calamos ETF Tr12811T720 | CALAMOS BIT 80 S | 15,521 | $34.0 萬 | 0.1% | – | – | – |
| Ea Series Trust02072L441 | STRIVE ENHANCED | 16,496 | $33.4 萬 | 0.1% | – | – | – |
| BMYBristol Myers Squibb Co | Stock | 6,108 | $32.9 萬 | 0.1% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 568 | $32.5 萬 | 0.1% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 10,661 | $31.9 萬 | 0.1% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,620 | $31.5 萬 | 0.1% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 11,322 | $28.2 萬 | 0.1% | – | – | 歷史 |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 3,261 | $27.8 萬 | 0.1% | – | – | 歷史 |
| JBHTHunt J B Transport Services Inc | COM | 1,428 | $27.8 萬 | 0.1% | – | – | 歷史 |
| REVGREV Group, Inc. | COM | 4,553 | $27.7 萬 | 0.1% | – | – | 歷史 |
| FOXFox Corp | CL B COM | 4,203 | $27.3 萬 | 0.1% | – | – | 歷史 |
| PCNPIMCO Corporate & Income Strategy Fund | COM | 21,116 | $26.9 萬 | 0.1% | – | – | 歷史 |
| EBAYeBay Inc | COM | 3,049 | $26.6 萬 | 0.1% | – | – | 歷史 |
| GBABGuggenheim Taxable Municipal Bond & Investment Grade Debt Trust | COM | 17,437 | $26.0 萬 | 0.1% | – | – | 歷史 |
| ARESAres Management Corp | CL A COM STK | 1,581 | $25.6 萬 | 0.1% | – | – | 歷史 |
| ETHEGrayscale Ethereum Staking ETF | ETF | 10,238 | $25.1 萬 | 0.1% | – | – | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 1,165 | $24.9 萬 | 0.1% | – | – | 歷史 |
| VNTVontier Corp | Stock | 6,531 | $24.3 萬 | 0.1% | – | – | 歷史 |
| VIPSVipshop Holdings Ltd | SPONSORED ADS A | 13,483 | $23.9 萬 | 0.1% | – | – | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 1,326 | $23.6 萬 | 0.1% | – | – | 歷史 |
| KRKroger Co | Stock | 3,711 | $23.2 萬 | 0.1% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 514 | $23.1 萬 | 0.1% | – | – | 歷史 |
| MEDPMedpace Holdings, Inc. | COM | 406 | $22.8 萬 | 0.1% | – | – | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 994 | $22.5 萬 | 0.1% | – | – | 歷史 |
| CRCLCircle Internet Group, Inc. | COM CL A | 2,764 | $21.9 萬 | 0.1% | – | – | 歷史 |
| UTGReaves Utility Income Fund | COM SH BEN INT | 5,870 | $21.5 萬 | 0.1% | – | – | 歷史 |
| Solana ETF92864M822 | ETP | 16,821 | $21.4 萬 | 0.1% | – | – | – |
| DISWalt Disney Co | Stock | 1,806 | $20.5 萬 | 0.1% | – | – | 歷史 |
| MPMP Materials Corp. | COM CL A | 4,040 | $20.4 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 488 | $18.9 萬 | 0.1% | – | – | – |
| HCAHCA Healthcare, Inc. | COM | 393 | $18.3 萬 | 0.1% | – | – | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 721 | $17.7 萬 | 0.1% | – | – | – |
| MAINMain Street Capital CORP | CEF | 2,894 | $17.5 萬 | 0.1% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 1,200 | $17.2 萬 | 0.1% | – | – | 歷史 |
| WWDWoodward, Inc. | COM | 555 | $16.8 萬 | 0.1% | – | – | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 1,865 | $16.0 萬 | 0.1% | – | – | – |
| BMNRBitmine Immersion Technologies, Inc. | COM NEW | 5,639 | $15.3 萬 | 0.1% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 652 | $15.1 萬 | 0.1% | – | – | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 1,858 | $14.9 萬 | 0.1% | – | – | 歷史 |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 576 | $14.6 萬 | 0.1% | – | – | – |
| Direxion Shs ETF Tr25459W862 | DRX S&P500BULL | 650 | $14.3 萬 | 0.1% | – | – | – |
| SLViShares Silver Trust | ETF | 2,030 | $13.1 萬 | 0.1% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 1,164 | $13.0 萬 | 0.1% | – | – | 歷史 |
| HQYHealthequity, Inc. | COM | 1,299 | $11.9 萬 | 0.1% | – | – | 歷史 |
| ARK Next Generation Technology ETF00214Q401 | ETF | 801 | $11.8 萬 | 0.1% | – | – | – |
| Series Portfolios Tr81752T486 | PANAGRAM AAA | 4,558 | $11.6 萬 | 0.1% | – | – | – |
| ABBVAbbVie Inc. | Stock | 493 | $11.3 萬 | <0.1% | – | – | 歷史 |
| ETF Ser Solutions26922A289 | DEFIANCE CONNECT | 1,762 | $11.2 萬 | <0.1% | – | – | – |
| HDHome Depot, Inc. | Stock | 326 | $11.2 萬 | <0.1% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 336 | $10.8 萬 | <0.1% | – | – | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 523 | $10.4 萬 | <0.1% | – | – | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 1,297 | $10.1 萬 | <0.1% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 328 | $9.53 萬 | <0.1% | – | – | – |
| GSGoldman Sachs Group Inc | Stock | 102 | $9.01 萬 | <0.1% | – | – | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 931 | $8.77 萬 | <0.1% | – | – | – |