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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 119 项
建仓 30
增持 26
减持 51
清仓 12
方向
标的
Δ市值
现股数(环比)
建仓
JPST
J P MORGAN EXCHANGE TRADED F
+$12.8M
256,229
建仓
VZ
VERIZON COMMUNICATIONS INC
+$6.8M
182,158
建仓
JBL
JABIL INC
+$6.3M
57,951
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
FEZ
SPDR INDEX SHS FDS
+$6.1M
132,876
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$4.8M
14,158
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$4.6M
4,828
建仓
ODFL
OLD DOMINION FREIGHT LINE IN
+$4.5M
12,053
建仓
OXY
OCCIDENTAL PETE CORP
+$4.4M
75,311
建仓
BAH
BOOZ ALLEN HAMILTON HLDG COR
+$3.7M
32,750
建仓
LW
LAMB WESTON HLDGS INC
+$3.2M
28,082
建仓
GREK
GLOBAL X FDS
+$3.0M
81,743
增持
WIP
SPDR SER TR
+$2.9M
97,870
+248%
清仓
—
ATLANTICA SUSTAINABLE INFR P
-$2.8M
0
-100%
清仓
PFE
PFIZER INC
-$2.7M
0
-100%
清仓
ELV
ELEVANCE HEALTH INC
-$2.7M
0
-100%
清仓
—
UNIVAR SOLUTIONS INC
-$2.7M
0
-100%
建仓
—
JPMORGAN CHASE & CO
+$2.7M
115,845
建仓
PFF
ISHARES TR
+$2.4M
78,329
减持
IWS
ISHARES TR
-$2.4M
11,019
-68%
增持
NVDA
NVIDIA CORPORATION
+$2.3M
5,930
+668%
减持
NEAR
ISHARES U S ETF TR
-$2.2M
82,483
-35%
减持
KWEB
KRANESHARES TR
-$2.0M
88,226
-38%
清仓
—
TRITON INTL LTD
-$2.0M
0
-100%
建仓
LLY
LILLY ELI & CO
+$1.7M
3,536
建仓
NU
NU HLDGS LTD
+$1.5M
195,083
增持
AMZN
AMAZON COM INC
+$1.4M
41,871
+7%
建仓
EFG
ISHARES TR
+$1.4M
14,889
减持
IWN
ISHARES TR
-$1.4M
18,314
-37%
建仓
KBR
KBR INC
+$1.3M
20,645
清仓
MRNA
MODERNA INC
-$1.3M
0
-100%
建仓
XLF
SELECT SECTOR SPDR TR
+$1.2M
37,052
建仓
XLB
SELECT SECTOR SPDR TR
+$1.2M
14,842
建仓
XLV
SELECT SECTOR SPDR TR
+$1.2M
8,874
建仓
IWF
ISHARES TR
+$1.2M
4,236
减持
MSFT
MICROSOFT CORP
+$1.1M
25,093
-3%
增持
EWX
SPDR INDEX SHS FDS
+$1.1M
49,935
+64%
减持
—
EXXON MOBIL CORP
-$928.0K
60,004
-11%
减持
FSS
FEDERAL SIGNAL CORP
+$894.2K
98,847
-1%
减持
FMX
FOMENTO ECONOMICO MEXICANO S
+$844.6K
58,146
-1%
建仓
EWJ
ISHARES INC
+$833.9K
13,472
减持
STIP
ISHARES TR
-$734.5K
12,030
-37%
减持
ULTA
ULTA BEAUTY INC
-$701.0K
7,310
-4%
减持
AAPL
APPLE INC
+$681.6K
45,471
-8%
清仓
PPH
VANECK ETF TRUST
-$598.6K
0
-100%
清仓
MBB
ISHARES TR
-$581.0K
0
-100%
增持
VRP
INVESCO EXCH TRADED FD TR II
+$548.0K
191,987
+14%
建仓
BABA
ALIBABA GROUP HLDG LTD
+$542.8K
6,512
增持
TIP
ISHARES TR
+$525.3K
58,362
+12%
增持
TSLA
TESLA INC
+$436.4K
2,841
+92%
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$435.4K
0
-100%
建仓
VOO
VANGUARD INDEX FDS
+$410.9K
1,005
减持
STRL
STERLING INFRASTRUCTURE INC
+$407.3K
23,487
-2%
增持
EWZS
ISHARES TR
+$394.2K
42,905
+99%
减持
USSG
DBX ETF TR
+$380.9K
130,895
-0%
减持
SUSL
ISHARES TR
+$375.7K
63,961
-0%
清仓
FEX
FIRST TR LRGE CP CORE ALPHA
-$370.4K
0
-100%
增持
IWO
ISHARES TR
+$341.7K
12,937
+5%
建仓
FXU
FIRST TR EXCHANGE TRADED FD
+$339.1K
10,667
建仓
SBUX
STARBUCKS CORP
+$336.2K
3,394
增持
ITA
ISHARES TR
+$329.8K
5,387
+108%
清仓
EWU
ISHARES TR
-$313.9K
0
-100%
清仓
IJS
ISHARES TR
-$301.1K
0
-100%
增持
SRLN
SSGA ACTIVE ETF TR
+$295.6K
58,036
+13%
减持
GOOGL
ALPHABET INC
+$269.1K
39,363
-8%
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$233.9K
8,875
减持
IWM
ISHARES TR
-$216.1K
2,023
-39%
减持
XLE
SELECT SECTOR SPDR TR
-$203.2K
14,624
-13%
增持
XBI
SPDR SER TR
+$190.8K
15,684
+7%
减持
V
VISA INC
+$185.5K
28,771
-2%
建仓
OPK
OPKO HEALTH INC
+$174.3K
80,330
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$161.7K
115,641
-3%
增持
RWX
SPDR INDEX SHS FDS
+$159.6K
65,927
+18%
增持
FPE
FIRST TR EXCH TRADED FD III
+$154.1K
44,385
+28%
减持
XLP
SELECT SECTOR SPDR TR
-$138.6K
15,838
-10%
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$133.0K
18,918
+33%
减持
IHI
ISHARES TR
+$114.9K
100,193
-2%
增持
ESML
ISHARES TR
+$114.0K
67,730
+0%
增持
PCY
INVESCO EXCH TRADED FD TR II
+$111.7K
35,257
+18%
减持
EWW
ISHARES INC
+$80.7K
48,749
-2%
减持
BSJQ
INVESCO EXCH TRD SLF IDX FD
-$79.2K
115,359
-3%
减持
GS
GOLDMAN SACHS GROUP INC
-$76.9K
1,402
-13%
减持
XLC
SELECT SECTOR SPDR TR
-$76.6K
25,566
-15%
增持
IWP
ISHARES TR
+$71.4K
7,387
+5%
增持
EMB
ISHARES TR
+$69.7K
13,312
+6%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$67.3K
116,358
-3%
减持
IVV
ISHARES TR
+$63.2K
2,690
-3%
减持
QQQ
INVESCO QQQ TR
+$56.0K
1,611
-4%
减持
MPWR
MONOLITHIC PWR SYS INC
+$55.4K
2,469
-3%
增持
SPY
SPDR S&P 500 ETF TR
+$55.3K
815
+9%
减持
XLI
SELECT SECTOR SPDR TR
-$48.0K
12,056
-9%
增持
—
ETF MANAGERS TR
-$45.7K
60,762
+10%
减持
CWB
SPDR SER TR
+$42.2K
35,864
-2%
增持
BXSL
BLACKSTONE SECD LENDING FD
+$40.3K
15,836
+0%
减持
PDFS
PDF SOLUTIONS INC
+$33.8K
13,442
-0%
减持
XLK
SELECT SECTOR SPDR TR
+$33.3K
8,555
-11%
减持
FXH
FIRST TR EXCHANGE TRADED FD
-$32.6K
3,113
-9%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$32.0K
50,048
-2%
减持
FXG
FIRST TR EXCHANGE TRADED FD
-$30.9K
5,394
-9%
减持
IYC
ISHARES TR
-$29.7K
18,501
-11%
减持
FPA
FIRST TR EXCH TRD ALPHDX FD
-$25.6K
20,917
-3%
减持
FEP
FIRST TR EXCH TRD ALPHDX FD
-$25.5K
16,023
-3%
减持
UAPR
INNOVATOR ETFS TR
-$25.0K
114,058
-5%
减持
FEM
FIRST TR EXCH TRD ALPHDX FD
-$23.8K
25,417
-4%
减持
FXL
FIRST TR EXCHANGE TRADED FD
-$22.5K
3,097
-14%
增持
FXO
FIRST TR EXCHANGE TRADED FD
+$21.7K
8,949
+6%
建仓
—
AMERICAN WELL CORP
+$21.6K
10,279
减持
FDT
FIRST TR EXCH TRD ALPHDX FD
-$20.6K
11,030
-5%
建仓
VXRT
VAXART INC
+$18.3K
25,000
增持
EMQQ
EXCHANGE TRADED CONCEPTS TR
+$13.4K
50,488
+10%
增持
XLU
SELECT SECTOR SPDR TR
+$10.1K
22,230
+4%
减持
ACWI
ISHARES TR
-$7.2K
2,661
-8%
减持
IJH
ISHARES TR
-$7.0K
1,480
-6%
减持
EMCR
DBX ETF TR
-$6.7K
83,256
-1%
减持
FXN
FIRST TR EXCHANGE TRADED FD
-$6.3K
22,448
-3%
增持
FXZ
FIRST TR EXCHANGE TRADED FD
+$5.6K
5,254
+3%
减持
FXR
FIRST TR EXCHANGE TRADED FD
-$5.5K
5,933
-9%
减持
MINT
PIMCO ETF TR
-$3.5K
2,880
-2%
减持
FXD
FIRST TR EXCHANGE TRADED FD
-$3.2K
6,463
-7%
减持
FRI
FIRST TR S&P REIT INDEX FD
+$1.6K
13,712
-1%
