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RPg Family Wealth Advisory, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
RPg Family Wealth Advisory, LLC
报告期 2026-03-31 · CIK 0001569884
持仓数
140
前50大市值合计
$368.6M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 101 项
建仓 23
增持 53
减持 14
清仓 11
方向
标的
Δ市值
现股数(环比)
建仓
NEAR
ISHARES U S ETF TR
+$6.3M
127,617
清仓
JPST
J P Morgan Exchange-Traded FD TR Ultra-Short Income ETF
-$6.2M
0
-100%
清仓
BAH
Booz Allen Hamilton HLDG Corp CL A
-$6.0M
0
-100%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
建仓
FMX
FOMENTO ECONOMICO MEXICANO S
+$5.6M
58,833
建仓
FSS
FEDERAL SIGNAL CORP
+$5.4M
100,258
清仓
VZ
Verizon
-$4.0M
0
-100%
建仓
EWW
ISHARES INC
+$3.0M
49,564
增持
KWEB
KRANESHARES TR
+$2.9M
141,877
+176%
建仓
—
UNIVAR SOLUTIONS INC
+$2.7M
77,839
建仓
—
TRITON INTL LTD
+$2.0M
30,861
增持
AAPL
APPLE INC
+$1.9M
49,354
+3%
建仓
XLC
SELECT SECTOR SPDR TR
+$1.7M
30,024
增持
MSFT
MICROSOFT CORP
+$1.7M
25,847
+7%
建仓
IYC
ISHARES TR
+$1.3M
20,813
清仓
XLV
Select Sector SPDR (TR Health Care Formerly Consumer SVCS To 06/24/2002)
-$1.2M
0
-100%
增持
TIP
ISHARES TR
+$1.0M
52,204
+18%
增持
AMZN
AMAZON COM INC
+$1.0M
39,055
+8%
增持
V
VISA INC
+$977.9K
29,482
+8%
建仓
STRL
STERLING INFRASTRUCTURE INC
+$903.3K
23,847
增持
GOOGL
ALPHABET INC
+$897.0K
42,829
+7%
增持
ULTA
ULTA BEAUTY INC
+$873.5K
7,589
+9%
增持
IWO
ISHARES TR
+$849.3K
12,334
+36%
增持
USSG
DBX ETF TR
+$756.8K
131,462
+10%
增持
IWS
ISHARES TR
+$750.7K
34,065
+25%
增持
IWN
ISHARES TR
+$743.9K
29,150
+24%
增持
SUSL
ISHARES TR
+$687.8K
64,218
+10%
清仓
HYG
iShares TR iBoxx Hi (YD Etf)
-$656.7K
0
-100%
增持
PFE
PFIZER INC
-$647.7K
67,225
+2%
建仓
IWP
ISHARES TR
+$642.4K
7,056
建仓
FDT
FIRST TR EXCH TRD ALPHDX FD
+$587.0K
11,580
建仓
MBB
ISHARES TR
+$581.0K
6,133
建仓
FPA
FIRST TR EXCH TRD ALPHDX FD
+$580.5K
21,653
建仓
FEP
FIRST TR EXCH TRD ALPHDX FD
+$577.0K
16,601
建仓
PCY
INVESCO EXCH TRADED FD TR II
+$575.5K
30,005
建仓
PDFS
PDF SOLUTIONS INC
+$572.4K
13,500
增持
MPWR
MONOLITHIC PWR SYS INC
+$536.1K
2,554
+22%
增持
EWX
SPDR INDEX SHS FDS
+$493.9K
30,371
+42%
增持
IHI
ISHARES TR
+$450.0K
102,668
+6%
增持
EMCR
DBX ETF TR
+$438.6K
83,757
+18%
增持
VRP
INVESCO EXCH TRADED FD TR II
+$436.3K
168,114
+15%
增持
—
ATLANTICA SUSTAINABLE INFR P
+$420.2K
94,773
+3%
建仓
BXSL
BLACKSTONE SECD LENDING FD
+$404.1K
15,765
增持
XLK
SELECT SECTOR SPDR TR
+$391.8K
9,629
+13%
清仓
GLD
SPDR Gold Trust
-$362.5K
0
-100%
清仓
SBUX
Starbucks Corp Com
-$357.3K
0
-100%
增持
—
EXXON MOBIL CORP
+$353.4K
67,148
+6%
增持
XLI
SELECT SECTOR SPDR TR
+$339.3K
13,262
+30%
建仓
FRI
FIRST TR S&P REIT INDEX FD
+$335.9K
13,795
减持
IWM
ISHARES TR
-$332.1K
3,335
-37%
建仓
FXZ
FIRST TR EXCHANGE TRADED FD
+$331.6K
5,077
建仓
TSLA
TESLA INC
+$307.2K
1,481
建仓
ITA
ISHARES TR
+$298.7K
2,596
建仓
MINT
PIMCO ETF TR
+$290.8K
2,930
减持
PPH
VANECK ETF TRUST
-$271.5K
7,711
-31%
增持
ESML
ISHARES TR
+$248.4K
67,424
+8%
清仓
IVOL
Kraneshares TR (quadrtc Int RT)
-$247.8K
0
-100%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$246.1K
119,369
+3%
增持
XLP
SELECT SECTOR SPDR TR
+$237.1K
17,579
+22%
建仓
NVDA
NVIDIA CORPORATION
+$214.4K
772
增持
STIP
ISHARES TR
+$206.7K
19,234
+10%
增持
CWB
SPDR SER TR
+$200.5K
36,775
+4%
增持
XLE
SELECT SECTOR SPDR TR
+$197.4K
16,784
+23%
增持
WIP
SPDR SER TR
+$176.6K
28,092
+12%
增持
EMQQ
EXCHANGE TRADED CONCEPTS TR
+$176.4K
45,775
+5%
减持
FEM
FIRST TR EXCH TRD ALPHDX FD
-$144.8K
26,513
-21%
增持
—
ETF MANAGERS TR
+$143.9K
55,361
+24%
增持
BSJQ
INVESCO EXCH TRD SLF IDX FD
+$138.3K
118,495
+4%
减持
FXO
FIRST TR EXCHANGE TRADED FD
-$135.4K
8,457
-23%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$135.0K
3,172
+11%
增持
RWX
SPDR INDEX SHS FDS
+$131.9K
56,067
+12%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$130.7K
119,713
+3%
增持
SRLN
SSGA ACTIVE ETF TR
+$128.5K
51,479
+5%
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$123.8K
14,187
+49%
增持
FEX
FIRST TR LRGE CP CORE ALPHA
+$109.7K
4,602
+41%
增持
QQQ
INVESCO QQQ TR
+$107.3K
1,680
+3%
减持
FXH
FIRST TR EXCHANGE TRADED FD
-$106.7K
3,439
-22%
清仓
—
Kadem Sustainable Impact Corp Unity 1 Com& 1/2 WT Exp
-$100.4K
0
-100%
增持
IVV
ISHARES TR
+$96.2K
2,763
+2%
增持
XLU
SELECT SECTOR SPDR TR
+$93.1K
21,342
+11%
减持
FXN
FIRST TR EXCHANGE TRADED FD
-$92.1K
23,028
-12%
减持
FXR
FIRST TR EXCHANGE TRADED FD
-$91.9K
6,516
-26%
减持
FXD
FIRST TR EXCHANGE TRADED FD
-$88.1K
6,932
-25%
减持
FPE
FIRST TR EXCH TRADED FD III
-$87.4K
34,757
-9%
减持
FXG
FIRST TR EXCHANGE TRADED FD
-$79.8K
5,943
-17%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$78.1K
51,304
+4%
减持
FXL
FIRST TR EXCHANGE TRADED FD
-$73.7K
3,601
-27%
清仓
OPK
Opko Health Inc Com
-$69.2K
0
-100%
增持
EMB
ISHARES TR
+$66.3K
12,544
+4%
增持
EWU
ISHARES TR
+$61.4K
9,729
+18%
增持
XBI
SPDR SER TR
+$56.8K
14,619
+15%
增持
EWZS
ISHARES TR
+$54.3K
21,535
+27%
增持
MRNA
MODERNA INC
-$47.5K
8,178
+13%
增持
ELV
ELEVANCE HEALTH INC
-$47.0K
5,940
+10%
增持
UAPR
INNOVATOR ETFS TR
+$40.2K
120,205
+1%
减持
ACWI
ISHARES TR
-$32.2K
2,879
-17%
减持
IJS
ISHARES TR
-$28.6K
3,217
-11%
增持
SPY
SPDR S&P 500 ETF TR
+$20.7K
748
+0%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$16.3K
10,350
-8%
增持
IJR
ISHARES TR
+$14.5K
3,766
+2%
清仓
VXRT
Vaxart Inc Com New
-$9.6K
0
-100%
增持
GS
GOLDMAN SACHS GROUP INC
-$9.0K
1,618
+3%
