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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 114 项
建仓 13
增持 59
减持 37
清仓 5
方向
标的
Δ市值
现股数(环比)
建仓
BITB
BITWISE BITCOIN ETF TR
+$8.7M
225,227
增持
—
UBS GROUP AG
+$4.0M
264,266
+100%
建仓
THY
NORTHERN LIGHTS FD TR
+$3.0M
132,783
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。
增持
NVDA
NVIDIA CORPORATION
+$2.8M
6,448
+5%
增持
META
META PLATFORMS INC
+$2.2M
16,320
+1%
建仓
SILJ
AMPLIFY ETF TR
+$1.6M
164,941
增持
EWX
SPDR INDEX SHS FDS
+$1.4M
74,029
+52%
增持
WIP
SPDR SER TR
+$1.4M
168,014
+32%
建仓
XLP
SELECT SECTOR SPDR TR
+$1.3M
17,508
减持
AMZN
AMAZON COM INC
+$1.2M
44,704
-0%
清仓
IWN
ISHARES TR
-$1.2M
0
-100%
清仓
EMB
ISHARES TR
-$1.2M
0
-100%
清仓
—
ETF MANAGERS TR
-$1.2M
0
-100%
增持
—
EXXON MOBIL CORP
+$1.1M
64,658
+1%
增持
USSG
DBX ETF TR
+$1.1M
148,606
+5%
减持
AAPL
APPLE INC
-$1.0M
46,450
-1%
增持
MSFT
MICROSOFT CORP
+$965.0K
20,125
+1%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$956.9K
4,953
+2%
增持
SUSL
ISHARES TR
+$946.6K
72,418
+4%
增持
TLT
ISHARES TR
+$936.1K
22,042
+90%
增持
MUSA
MURPHY USA INC
+$932.8K
14,037
+1%
增持
STRL
STERLING INFRASTRUCTURE INC
+$907.2K
33,351
+6%
增持
NU
NU HLDGS LTD
+$886.1K
215,941
+6%
增持
VZ
VERIZON COMMUNICATIONS INC
+$877.2K
185,436
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$833.3K
14,798
-2%
增持
IWF
ISHARES TR
+$797.1K
17,262
+4%
清仓
TIP
ISHARES TR
-$751.6K
0
-100%
增持
BAH
BOOZ ALLEN HAMILTON HLDG COR
+$728.3K
33,461
+1%
减持
FSS
FEDERAL SIGNAL CORP
+$704.0K
87,099
-0%
增持
PFF
ISHARES TR
+$664.3K
151,797
+12%
增持
V
VISA INC
+$629.9K
28,152
+1%
减持
VRP
INVESCO EXCH TRADED FD TR II
-$626.7K
17,023
-62%
增持
REGN
REGENERON PHARMACEUTICALS
+$561.7K
5,847
+1%
增持
PYPL
PAYPAL HLDGS INC
+$550.1K
12,412
+171%
增持
JBL
JABIL INC
+$523.4K
49,578
+3%
增持
GREK
GLOBAL X FDS
+$518.7K
91,012
+10%
增持
GOOGL
ALPHABET INC
+$495.6K
42,456
+0%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$471.5K
266,614
+4%
增持
ODFL
OLD DOMINION FREIGHT LINE IN
+$451.6K
24,746
+102%
减持
FPE
FIRST TR EXCH TRADED FD III
-$424.7K
17,422
-60%
减持
EMLP
FIRST TR EXCHANGE-TRADED FD
-$404.1K
12,062
-56%
增持
KBR
KBR INC
+$401.4K
29,511
+11%
建仓
FXG
FIRST TR EXCHANGE TRADED FD
+$379.4K
5,539
建仓
FXH
FIRST TR EXCHANGE TRADED FD
+$362.6K
3,309
建仓
FEX
FIRST TR LRGE CP CORE ALPHA
+$349.1K
3,518
增持
EWZS
ISHARES TR
+$336.8K
105,206
+33%
增持
IWO
ISHARES TR
+$318.5K
12,893
+2%
减持
SRLN
SSGA ACTIVE ETF TR
-$307.9K
51,226
-13%
增持
ESML
ISHARES TR
+$302.8K
83,250
+4%
减持
TSLA
TESLA INC
-$291.7K
2,611
-14%
建仓
WDC
WESTERN DIGITAL CORP.
+$290.0K
4,250
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$281.8K
123,616
+5%
建仓
PCY
INVESCO EXCH TRADED FD TR II
+$276.8K
13,529
增持
ITA
ISHARES TR
+$275.8K
7,845
+31%
建仓
LQD
ISHARES TR
+$268.6K
2,466
建仓
IBND
SPDR SER TR
+$267.5K
9,190
建仓
MBB
ISHARES TR
+$267.0K
2,889
建仓
BWX
SPDR SER TR
+$266.9K
11,999
增持
EMCR
DBX ETF TR
+$261.3K
105,849
+7%
减持
BABA
ALIBABA GROUP HLDG LTD
-$260.6K
17,500
-10%
增持
IWP
ISHARES TR
+$258.3K
16,173
+6%
增持
MPWR
MONOLITHIC PWR SYS INC
+$255.3K
3,182
+6%
增持
XBI
SPDR SER TR
+$253.7K
16,354
+12%
减持
EWJ
ISHARES INC
-$241.9K
9,519
-34%
清仓
GS
GOLDMAN SACHS GROUP INC
-$240.7K
0
-100%
增持
BSJU
INVESCO EXCHNG TRAD SLF INDE
+$208.2K
253,409
+3%
减持
IEF
ISHARES TR
-$196.8K
71,673
-1%
增持
XLE
SELECT SECTOR SPDR TR
+$188.0K
16,275
+1%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$179.0K
122,530
+6%
增持
PAVE
GLOBAL X FDS
+$171.6K
14,015
+26%
增持
SPY
SPDR S&P 500 ETF TR
+$169.6K
1,020
+33%
增持
MRNA
MODERNA INC
+$165.7K
18,260
+2%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$156.3K
50,220
+1%
增持
BSJQ
INVESCO EXCH TRD SLF IDX FD
+$147.5K
122,646
+5%
增持
NEAR
ISHARES U S ETF TR
+$147.3K
86,172
+4%
增持
CWB
SPDR SER TR
+$145.8K
38,381
+4%
增持
FAD
FIRST TR MULTI CAP GROWTH AL
+$145.0K
10,420
+1%
增持
XLU
SELECT SECTOR SPDR TR
+$126.1K
22,181
+6%
增持
EWW
ISHARES INC
+$124.0K
53,381
+1%
增持
FMX
FOMENTO ECONOMICO MEXICANO S
+$115.8K
55,035
+2%
减持
FXL
FIRST TR EXCHANGE TRADED FD
-$111.4K
2,749
-27%
减持
XLB
SELECT SECTOR SPDR TR
+$107.4K
15,556
-1%
增持
RWX
SPDR INDEX SHS FDS
+$107.0K
78,506
+10%
减持
KWEB
KRANESHARES TRUST
-$98.1K
112,379
-0%
减持
FRI
FIRST TR S&P REIT INDEX FD
-$97.8K
13,493
-21%
减持
XLF
SELECT SECTOR SPDR TR
+$97.2K
34,193
-4%
减持
XLI
SELECT SECTOR SPDR TR
+$96.5K
11,432
-3%
减持
FXZ
FIRST TR EXCHANGE TRADED FD
-$96.1K
5,206
-23%
增持
STIP
ISHARES TR
+$89.7K
8,181
+11%
减持
FXO
FIRST TR EXCHANGE TRADED FD
-$86.7K
7,882
-26%
减持
FXR
FIRST TR EXCHANGE TRADED FD
-$73.2K
5,640
-25%
减持
SBUX
STARBUCKS CORP
-$73.2K
2,954
-17%
减持
XLV
SELECT SECTOR SPDR TR
+$71.9K
9,563
-3%
减持
FXD
FIRST TR EXCHANGE TRADED FD
-$70.1K
6,273
-22%
增持
IJH
ISHARES TR
-$65.2K
5,680
+284%
减持
FXU
FIRST TR EXCHANGE TRADED FD
-$64.5K
11,627
-17%
减持
IVV
ISHARES TR
+$60.4K
1,949
-3%
减持
IJR
ISHARES TR
-$53.8K
3,004
-16%
增持
VOO
VANGUARD INDEX FDS
+$53.1K
1,159
+0%
增持
XLY
SELECT SECTOR SPDR TR
+$47.2K
7,920
+0%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$46.4K
15,227
-13%
减持
FXN
FIRST TR EXCHANGE TRADED FD
-$40.2K
22,526
-19%
减持
XLC
SELECT SECTOR SPDR TR
-$35.2K
21,964
-13%
减持
ACWI
ISHARES TR
+$18.4K
2,450
-1%
减持
BXSL
BLACKSTONE SECD LENDING FD
-$17.9K
13,660
-15%
增持
JULJ
INNOVATOR ETFS TRUST
+$17.8K
56,652
+1%
增持
JULH
INNOVATOR ETFS TRUST
+$17.3K
56,861
+1%
减持
EMQQ
EXCHANGE TRADED CONCEPTS TRU
+$13.6K
46,514
-1%
减持
XLK
SELECT SECTOR SPDR TR
+$11.8K
6,619
-7%
增持
XLRE
SELECT SECTOR SPDR TR
-$11.2K
33,301
+0%
减持
FJP
FIRST TR EXCH TRD ALPHDX FD
+$10.9K
13,763
-7%
增持
MINT
PIMCO ETF TR
+$3.3K
2,738
+1%
减持
IRM
IRON MTN INC DEL
+$2.7K
40,469
-13%
减持
EFG
ISHARES TR
+$22
2,920
-7%
