小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 118 项
建仓 11
增持 53
减持 40
清仓 14
方向
标的
Δ市值
现股数(环比)
清仓
FEZ
SPDR INDEX SHS FDS
-$6.1M
0
-100%
清仓
IHI
ISHARES TR
-$5.7M
0
-100%
减持
TIP
ISHARES TR
-$5.6M
6,718
-88%
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
IEF
ISHARES TR
+$5.0M
54,745
建仓
META
META PLATFORMS INC
+$4.7M
15,746
建仓
REGN
REGENERON PHARMACEUTICALS
+$4.7M
5,668
建仓
MUSA
MURPHY USA INC
+$4.7M
13,619
建仓
SLB
SCHLUMBERGER LTD
+$4.5M
77,855
清仓
ULTA
ULTA BEAUTY INC
-$3.4M
0
-100%
清仓
LW
LAMB WESTON HLDGS INC
-$3.2M
0
-100%
清仓
UAPR
INNOVATOR ETFS TR
-$3.0M
0
-100%
增持
IWF
ISHARES TR
+$3.0M
15,457
+265%
清仓
—
JPMORGAN CHASE & CO
-$2.7M
0
-100%
减持
MSFT
MICROSOFT CORP
-$2.5M
19,156
-24%
清仓
LLY
LILLY ELI & CO
-$1.7M
0
-100%
减持
IWN
ISHARES TR
-$1.5M
7,913
-57%
建仓
JULJ
INNOVATOR ETFS TR
+$1.5M
59,475
建仓
JULH
INNOVATOR ETFS TR
+$1.5M
59,661
清仓
XLU
SELECT SECTOR SPDR TR
-$1.5M
0
-100%
减持
AAPL
APPLE INC
-$1.2M
44,256
-3%
清仓
IWS
ISHARES TR
-$1.2M
0
-100%
建仓
XLRE
SELECT SECTOR SPDR TR
+$1.1M
33,384
建仓
FAD
FIRST TR MULTI CAP GROWTH AL
+$1.1M
10,619
减持
VZ
VERIZON COMMUNICATIONS INC
-$919.3K
180,658
-1%
增持
—
EXXON MOBIL CORP
+$703.8K
60,718
+1%
增持
BABA
ALIBABA GROUP HLDG LTD
+$588.9K
13,047
+100%
建仓
FEX
FIRST TR LRGE CP CORE ALPHA
+$523.5K
6,455
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$514.4K
266,276
+4%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$502.1K
125,505
+9%
减持
STIP
ISHARES TR
-$491.2K
7,046
-41%
增持
GOOGL
ALPHABET INC
+$475.8K
39,642
+1%
减持
ODFL
OLD DOMINION FREIGHT LINE IN
+$460.4K
12,018
-0%
减持
OXY
OCCIDENTAL PETE CORP
+$455.9K
75,280
-0%
减持
FSS
FEDERAL SIGNAL CORP
-$455.1K
98,343
-1%
减持
EFG
ISHARES TR
-$437.0K
11,397
-23%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$424.5K
14,994
+6%
减持
STRL
STERLING INFRASTRUCTURE INC
+$401.9K
23,306
-1%
减持
JBL
JABIL INC
-$385.1K
46,257
-20%
清仓
IWM
ISHARES TR
-$378.8K
0
-100%
增持
KWEB
KRANESHARES TR
+$374.8K
100,501
+14%
清仓
FXU
FIRST TR EXCHANGE TRADED FD
-$339.1K
0
-100%
建仓
PAVE
GLOBAL X FDS
+$317.7K
10,458
增持
USSG
DBX ETF TR
+$304.8K
141,848
+8%
增持
SUSL
ISHARES TR
+$299.9K
69,355
+8%
减持
XBI
SPDR SER TR
-$292.6K
13,864
-12%
减持
IVV
ISHARES TR
-$273.6K
2,145
-20%
减持
IWO
ISHARES TR
-$270.3K
12,774
-1%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$236.0K
4,815
-0%
清仓
EPD
ENTERPRISE PRODS PARTNERS L
-$233.9K
0
-100%
增持
GREK
GLOBAL X FDS
-$233.8K
84,302
+3%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$212.9K
0
-100%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$212.2K
126,160
+8%
增持
BSJQ
INVESCO EXCH TRD SLF IDX FD
+$204.6K
125,265
+9%
清仓
BSCQ
INVESCO EXCH TRD SLF IDX FD
-$203.8K
0
-100%
增持
XLE
SELECT SECTOR SPDR TR
+$196.0K
15,301
+5%
减持
GS
GOLDMAN SACHS GROUP INC
-$195.3K
794
-43%
增持
FMX
FOMENTO ECONOMICO MEXICANO S
+$190.9K
60,795
+5%
增持
EMCR
DBX ETF TR
+$189.0K
93,895
+13%
减持
PDFS
PDF SOLUTIONS INC
-$174.4K
13,328
-1%
增持
CWB
SPDR SER TR
+$136.5K
39,015
+9%
增持
ESML
ISHARES TR
+$136.1K
75,244
+11%
增持
EWW
ISHARES INC
-$134.2K
49,752
+2%
增持
MPWR
MONOLITHIC PWR SYS INC
-$127.9K
2,610
+6%
减持
NU
NU HLDGS LTD
-$127.6K
194,700
-0%
增持
KBR
KBR INC
-$123.6K
20,691
+0%
增持
XLC
SELECT SECTOR SPDR TR
+$120.8K
27,217
+6%
减持
BAH
BOOZ ALLEN HAMILTON HLDG COR
-$98.8K
32,544
-1%
增持
VRP
INVESCO EXCH TRADED FD TR II
+$91.0K
195,024
+2%
增持
FXN
FIRST TR EXCHANGE TRADED FD
+$88.5K
25,236
+12%
增持
V
VISA INC
-$87.0K
29,327
+2%
增持
VOO
VANGUARD INDEX FDS
+$78.1K
1,240
+23%
减持
EMQQ
EXCHANGE TRADED CONCEPTS TR
-$77.8K
47,804
-5%
增持
AMZN
AMAZON COM INC
-$75.7K
42,343
+1%
减持
NVDA
NVIDIA CORPORATION
+$65.3K
5,917
-0%
减持
EMB
ISHARES TR
-$60.6K
13,225
-1%
减持
IWP
ISHARES TR
-$57.6K
7,169
-3%
增持
WIP
SPDR SER TR
+$55.1K
106,451
+9%
增持
PFF
ISHARES TR
+$54.4K
82,156
+5%
减持
PCY
INVESCO EXCH TRADED FD TR II
-$52.3K
34,749
-1%
减持
TSLA
TESLA INC
-$50.3K
2,771
-2%
增持
FXG
FIRST TR EXCHANGE TRADED FD
+$49.5K
6,421
+19%
增持
FXO
FIRST TR EXCHANGE TRADED FD
+$47.0K
10,160
+14%
增持
FXL
FIRST TR EXCHANGE TRADED FD
+$42.8K
3,591
+16%
减持
QQQ
INVESCO QQQ TR
-$41.6K
1,545
-4%
增持
FXZ
FIRST TR EXCHANGE TRADED FD
+$41.1K
6,002
+14%
增持
EWZS
ISHARES TR
-$41.0K
45,332
+6%
增持
XLK
SELECT SECTOR SPDR TR
-$38.0K
8,842
+3%
减持
SBUX
STARBUCKS CORP
-$37.8K
3,269
-4%
增持
FXR
FIRST TR EXCHANGE TRADED FD
+$35.4K
6,824
+15%
增持
XLF
SELECT SECTOR SPDR TR
+$33.8K
38,673
+4%
增持
XLP
SELECT SECTOR SPDR TR
-$33.3K
16,587
+5%
增持
FXH
FIRST TR EXCHANGE TRADED FD
+$32.1K
3,801
+22%
减持
FEP
FIRST TR EXCH TRD ALPHDX FD
-$30.6K
15,780
-2%
减持
FPA
FIRST TR EXCH TRD ALPHDX FD
-$29.6K
20,578
-2%
减持
EWX
SPDR INDEX SHS FDS
+$26.5K
49,525
-1%
增持
XLV
SELECT SECTOR SPDR TR
+$26.2K
9,353
+5%
增持
IYC
ISHARES TR
-$25.9K
19,244
+4%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$25.5K
17,477
-7%
减持
IJR
ISHARES TR
-$24.8K
3,698
-2%
减持
FDT
FIRST TR EXCH TRD ALPHDX FD
-$21.9K
10,838
-2%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$20.5K
52,084
+4%
增持
FRI
FIRST TR S&P REIT INDEX FD
+$20.4K
15,664
+14%
增持
XLI
SELECT SECTOR SPDR TR
-$19.3K
12,571
+4%
增持
ITA
ISHARES TR
-$19.3K
5,737
+6%
增持
—
ETF MANAGERS TR
-$19.1K
64,955
+7%
减持
FEM
FIRST TR EXCH TRD ALPHDX FD
-$16.4K
25,010
-2%
减持
NEAR
ISHARES U S ETF TR
-$15.4K
81,893
-1%
增持
FXD
FIRST TR EXCHANGE TRADED FD
+$15.4K
7,297
+13%
减持
ACWI
ISHARES TR
-$15.0K
2,601
-2%
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$14.5K
19,882
+5%
增持
SPY
SPDR S&P 500 ETF TR
-$12.5K
816
+0%
减持
MINT
PIMCO ETF TR
-$12.1K
2,748
-5%
增持
RWX
SPDR INDEX SHS FDS
+$11.6K
69,161
+5%
减持
FPE
FIRST TR EXCH TRADED FD III
-$10.8K
43,708
-2%
增持
XLB
SELECT SECTOR SPDR TR
-$7.3K
15,565
+5%
增持
EWJ
ISHARES INC
+$6.0K
13,932
+3%
增持
BXSL
BLACKSTONE SECD LENDING FD
+$3.0K
15,902
+0%
减持
SRLN
SSGA ACTIVE ETF TR
-$2.1K
57,903
-0%
