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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 114 项
建仓 11
增持 56
减持 33
清仓 14
方向
标的
Δ市值
现股数(环比)
建仓
BSJU
INVESCO EXCHNG TRAD SLF INDE
+$6.3M
246,807
清仓
OXY
OCCIDENTAL PETE CORP
-$4.9M
0
-100%
清仓
SLB
SCHLUMBERGER LTD
-$4.5M
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
—
UBS GROUP AG
+$4.1M
132,428
减持
VRP
INVESCO EXCH TRADED FD TR II
-$3.3M
44,684
-77%
建仓
IRM
IRON MTN INC DEL
+$3.3M
46,298
增持
IEF
ISHARES TR
+$2.0M
72,428
+32%
建仓
MRNA
MODERNA INC
+$1.8M
17,899
增持
PFF
ISHARES TR
+$1.8M
135,561
+65%
增持
MSFT
MICROSOFT CORP
+$1.5M
19,950
+4%
增持
AAPL
APPLE INC
+$1.4M
46,808
+6%
增持
AMZN
AMAZON COM INC
+$1.4M
44,858
+6%
建仓
XLY
SELECT SECTOR SPDR TR
+$1.4M
7,881
建仓
XLU
SELECT SECTOR SPDR TR
+$1.3M
21,002
清仓
IYC
ISHARES TR
-$1.3M
0
-100%
增持
WIP
SPDR SER TR
+$1.2M
127,440
+20%
建仓
TLT
ISHARES TR
+$1.1M
11,625
清仓
XLP
SELECT SECTOR SPDR TR
-$1.1M
0
-100%
增持
STRL
STERLING INFRASTRUCTURE INC
+$1.1M
31,522
+35%
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.0M
183,121
+1%
增持
META
META PLATFORMS INC
+$977.0K
16,115
+2%
增持
IWP
ISHARES TR
+$931.5K
15,199
+112%
增持
IWF
ISHARES TR
+$904.5K
16,562
+7%
减持
FSS
FEDERAL SIGNAL CORP
+$814.1K
87,153
-11%
增持
—
EXXON MOBIL CORP
-$754.5K
63,860
+5%
建仓
FJP
FIRST TR EXCH TRD ALPHDX FD
+$747.9K
14,841
增持
GOOGL
ALPHABET INC
+$724.7K
42,324
+7%
增持
MPWR
MONOLITHIC PWR SYS INC
+$695.8K
3,014
+15%
增持
BAH
BOOZ ALLEN HAMILTON HLDG COR
+$682.6K
33,138
+2%
减持
EFG
ISHARES TR
-$680.5K
3,129
-73%
增持
EWW
ISHARES INC
+$678.8K
52,702
+6%
增持
USSG
DBX ETF TR
+$650.5K
141,866
+0%
清仓
PCY
INVESCO EXCH TRADED FD TR II
-$634.9K
0
-100%
增持
—
ETF MANAGERS TR
+$631.5K
118,229
+82%
减持
SUSL
ISHARES TR
+$598.0K
69,327
-0%
增持
EWZS
ISHARES TR
+$587.7K
79,208
+75%
清仓
FDT
FIRST TR EXCH TRD ALPHDX FD
-$544.5K
0
-100%
清仓
FPA
FIRST TR EXCH TRD ALPHDX FD
-$525.4K
0
-100%
清仓
FEX
FIRST TR LRGE CP CORE ALPHA
-$523.5K
0
-100%
清仓
FEM
FIRST TR EXCH TRD ALPHDX FD
-$522.0K
0
-100%
清仓
FEP
FIRST TR EXCH TRD ALPHDX FD
-$520.9K
0
-100%
增持
ESML
ISHARES TR
+$507.8K
80,233
+7%
减持
V
VISA INC
+$481.3K
27,758
-5%
增持
NVDA
NVIDIA CORPORATION
+$478.2K
6,163
+4%
建仓
FXU
FIRST TR EXCHANGE TRADED FD
+$441.9K
13,948
清仓
PDFS
PDF SOLUTIONS INC
-$431.8K
0
-100%
减持
FMX
FOMENTO ECONOMICO MEXICANO S
+$417.9K
54,113
-11%
增持
REGN
REGENERON PHARMACEUTICALS
+$401.4K
5,768
+2%
增持
BABA
ALIBABA GROUP HLDG LTD
+$395.2K
19,449
+49%
清仓
FXG
FIRST TR EXCHANGE TRADED FD
-$387.4K
0
-100%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$382.6K
257,182
-3%
清仓
FXH
FIRST TR EXCHANGE TRADED FD
-$369.3K
0
-100%
减持
GREK
GLOBAL X FDS
+$321.4K
82,610
-2%
建仓
MDIV
FIRST TR EXCHANGE-TRADED FD
+$320.0K
20,450
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$310.1K
117,875
-6%
增持
EMCR
DBX ETF TR
+$307.8K
98,853
+5%
减持
IWO
ISHARES TR
+$303.9K
12,580
-2%
增持
MUSA
MURPHY USA INC
+$297.5K
13,887
+2%
增持
KWEB
KRANESHARES TR
+$297.4K
112,891
+12%
增持
RWX
SPDR INDEX SHS FDS
+$296.6K
71,133
+3%
增持
XBI
SPDR SER TR
+$285.7K
14,538
+5%
建仓
PYPL
PAYPAL HLDGS INC
+$281.4K
4,582
增持
NU
NU HLDGS LTD
+$278.5K
202,885
+4%
增持
KBR
KBR INC
+$259.1K
26,670
+29%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$258.3K
4,878
+1%
增持
JBL
JABIL INC
+$248.1K
48,019
+4%
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$235.0K
27,457
+38%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$203.0K
115,840
-8%
减持
XLRE
SELECT SECTOR SPDR TR
+$190.2K
33,140
-1%
增持
ITA
ISHARES TR
+$150.0K
5,997
+5%
减持
IWN
ISHARES TR
+$140.1K
7,854
-1%
减持
BSJQ
INVESCO EXCH TRD SLF IDX FD
-$139.4K
116,532
-7%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$137.1K
15,111
+1%
增持
XLV
SELECT SECTOR SPDR TR
+$136.7K
9,832
+5%
增持
NEAR
ISHARES U S ETF TR
+$115.2K
83,153
+2%
增持
XLB
SELECT SECTOR SPDR TR
+$115.0K
15,637
+0%
减持
EWX
SPDR INDEX SHS FDS
+$107.7K
48,819
-1%
增持
FXD
FIRST TR EXCHANGE TRADED FD
+$102.7K
8,052
+10%
增持
EMB
ISHARES TR
+$99.5K
13,371
+1%
增持
FXR
FIRST TR EXCHANGE TRADED FD
+$92.8K
7,473
+10%
增持
FRI
FIRST TR S&P REIT INDEX FD
+$90.7K
17,095
+9%
减持
FAD
FIRST TR MULTI CAP GROWTH AL
+$90.0K
10,273
-3%
增持
FXZ
FIRST TR EXCHANGE TRADED FD
+$89.1K
6,779
+13%
增持
FXL
FIRST TR EXCHANGE TRADED FD
+$82.9K
3,764
+5%
减持
XLK
SELECT SECTOR SPDR TR
-$82.6K
7,101
-20%
增持
EWJ
ISHARES INC
+$81.1K
14,360
+3%
减持
JULJ
INNOVATOR ETFS TR
-$78.5K
55,949
-6%
增持
FXO
FIRST TR EXCHANGE TRADED FD
+$76.9K
10,655
+5%
减持
XLI
SELECT SECTOR SPDR TR
+$69.0K
11,786
-6%
增持
PAVE
GLOBAL X FDS
+$68.7K
11,162
+7%
减持
JULH
INNOVATOR ETFS TR
-$64.6K
56,118
-6%
减持
XLF
SELECT SECTOR SPDR TR
+$60.2K
35,718
-8%
增持
ODFL
OLD DOMINION FREIGHT LINE IN
+$58.4K
12,275
+2%
增持
TSLA
TESLA INC
+$57.3K
3,021
+9%
增持
TIP
ISHARES TR
+$54.9K
6,993
+4%
增持
SBUX
STARBUCKS CORP
+$44.8K
3,574
+9%
减持
XLC
SELECT SECTOR SPDR TR
+$44.2K
25,169
-8%
增持
STIP
ISHARES TR
+$40.9K
7,341
+4%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$40.2K
49,622
-5%
减持
IVV
ISHARES TR
+$39.0K
2,019
-6%
减持
EMQQ
EXCHANGE TRADED CONCEPTS TR
+$38.3K
46,828
-2%
增持
SRLN
SSGA ACTIVE ETF TR
+$37.1K
58,789
+2%
减持
IJR
ISHARES TR
+$35.3K
3,564
-4%
增持
XLE
SELECT SECTOR SPDR TR
-$34.6K
16,084
+5%
减持
FPE
FIRST TR EXCH TRADED FD III
+$28.4K
43,088
-1%
增持
FXN
FIRST TR EXCHANGE TRADED FD
+$22.5K
27,686
+10%
减持
GS
GOLDMAN SACHS GROUP INC
-$16.2K
624
-21%
减持
SPY
SPDR S&P 500 ETF TR
+$15.4K
766
-6%
减持
VOO
VANGUARD INDEX FDS
+$15.3K
1,154
-7%
减持
CWB
SPDR SER TR
+$12.4K
36,834
-6%
清仓
—
AMERICAN WELL CORP
-$12.0K
0
-100%
减持
ACWI
ISHARES TR
+$11.1K
2,470
-5%
增持
BXSL
BLACKSTONE SECD LENDING FD
+$6.6K
15,979
+0%
减持
MINT
PIMCO ETF TR
-$3.2K
2,713
-1%
