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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 112 项
建仓 7
增持 57
减持 37
清仓 11
方向
标的
Δ市值
现股数(环比)
清仓
FMX
FOMENTO ECONOMICO MEXICANO S
-$7.2M
0
-100%
清仓
JBL
JABIL INC
-$6.6M
0
-100%
清仓
ODFL
OLD DOMINION FREIGHT LINE IN
-$5.4M
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
OMFL
INVESCO EXCH TRD SLF IDX FD
+$3.5M
66,977
清仓
ESML
ISHARES TR
-$3.4M
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$2.9M
70,771
+998%
减持
AAPL
APPLE INC
+$1.8M
46,190
-1%
减持
IWF
ISHARES TR
-$1.7M
11,181
-35%
减持
IWP
ISHARES TR
-$1.5M
2,699
-83%
建仓
SCZ
ISHARES TR
+$1.4M
21,925
增持
BITB
BITWISE BITCOIN ETF TR
-$1.3M
225,587
+0%
减持
GOOGL
ALPHABET INC
+$1.3M
42,448
-0%
清仓
FJP
FIRST TR EXCH TRD ALPHDX FD
-$758.8K
0
-100%
建仓
FEP
FIRST TR EXCH TRD ALPHDX FD
+$727.9K
19,774
减持
MUSA
MURPHY USA INC
+$701.3K
14,028
-0%
减持
EWW
ISHARES INC
-$690.8K
53,154
-0%
增持
PYPL
PAYPAL HLDGS INC
+$690.6K
26,229
+111%
建仓
FPA
FIRST TR EXCH TRD ALPHDX FD
+$685.5K
24,483
清仓
EWJ
ISHARES INC
-$679.2K
0
-100%
增持
AMZN
AMAZON COM INC
+$623.5K
44,953
+1%
减持
V
VISA INC
-$525.1K
27,933
-1%
减持
REGN
REGENERON PHARMACEUTICALS
+$495.6K
5,826
-0%
减持
MPWR
MONOLITHIC PWR SYS INC
+$451.6K
3,173
-0%
清仓
BXSL
BLACKSTONE SECD LENDING FD
-$436.0K
0
-100%
减持
MSFT
MICROSOFT CORP
+$433.1K
19,913
-1%
增持
META
META PLATFORMS INC
+$404.5K
16,519
+1%
增持
IEF
ISHARES TR
+$383.8K
76,544
+7%
清仓
FXZ
FIRST TR EXCHANGE TRADED FD
-$371.4K
0
-100%
增持
PFF
ISHARES TR
+$367.8K
166,727
+10%
清仓
FXH
FIRST TR EXCHANGE TRADED FD
-$362.6K
0
-100%
增持
ORLY
OREILLY AUTOMOTIVE INC
-$358.6K
4,955
+0%
减持
—
UBS GROUP AG
-$317.2K
264,084
-0%
增持
KWEB
KRANESHARES TRUST
+$296.1K
120,134
+7%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$295.6K
14,570
-2%
减持
IRM
IRON MTN INC DEL
+$294.6K
39,513
-2%
增持
USSG
DBX ETF TR
+$290.5K
149,231
+0%
增持
SILJ
AMPLIFY ETF TR
+$280.5K
169,471
+3%
清仓
SBUX
STARBUCKS CORP
-$269.9K
0
-100%
清仓
MBB
ISHARES TR
-$267.0K
0
-100%
增持
EMCR
DBX ETF TR
+$265.8K
109,508
+3%
增持
SRLN
SSGA ACTIVE ETF TR
+$265.7K
57,962
+13%
减持
STRL
STERLING INFRASTRUCTURE INC
+$260.8K
33,292
-0%
增持
EWZS
ISHARES TR
-$233.1K
110,444
+5%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$224.3K
120,062
-3%
减持
MRNA
MODERNA INC
+$220.2K
18,240
-0%
减持
SUSL
ISHARES TR
+$219.1K
72,006
-1%
建仓
SHEL
SHELL PLC
+$215.0K
2,978
减持
NU
NU HLDGS LTD
+$206.6K
215,890
-0%
增持
XLK
SELECT SECTOR SPDR TR
+$205.6K
7,002
+6%
建仓
MELI
MERCADOLIBRE INC
+$200.5K
122
增持
BABA
ALIBABA GROUP HLDG LTD
+$190.7K
19,794
+13%
增持
XLC
SELECT SECTOR SPDR TR
+$189.0K
23,144
+5%
增持
WIP
SPDR SER TR
+$183.7K
179,198
+7%
减持
BAH
BOOZ ALLEN HAMILTON HLDG COR
+$178.2K
33,432
-0%
减持
IVV
ISHARES TR
-$172.6K
1,557
-20%
增持
TLT
ISHARES TR
+$170.6K
24,583
+12%
减持
VZ
VERIZON COMMUNICATIONS INC
-$162.6K
184,731
-0%
增持
EWX
SPDR INDEX SHS FDS
+$162.0K
74,116
+0%
减持
BSJU
INVESCO EXCH TRD SLF IDX FD
-$127.9K
250,699
-1%
减持
IWO
ISHARES TR
-$122.9K
12,831
-0%
减持
FSS
FEDERAL SIGNAL CORP
-$119.2K
86,924
-0%
增持
XLU
SELECT SECTOR SPDR TR
+$115.1K
23,059
+4%
减持
THY
NORTHERN LIGHTS FD TR
-$114.1K
129,286
-3%
增持
STIP
ISHARES TR
+$111.2K
9,294
+14%
减持
VOO
VANGUARD INDEX FDS
-$107.9K
895
-23%
建仓
APYX
APYX MEDICAL CORPORATION
+$100.8K
75,250
增持
FRI
FIRST TR S&P REIT INDEX FD
+$94.9K
17,358
+29%
增持
FXL
FIRST TR EXCHANGE TRADED FD
+$93.8K
3,408
+24%
增持
JULJ
INNOVATOR ETFS TRUST
+$88.6K
60,296
+6%
增持
TSLA
TESLA INC
+$88.3K
2,766
+6%
减持
SPY
SPDR S&P 500 ETF TR
-$85.3K
824
-19%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$83.6K
49,790
-1%
增持
JULH
INNOVATOR ETFS TRUST
+$77.0K
60,251
+6%
减持
BSJQ
INVESCO EXCH TRD SLF IDX FD
-$73.8K
120,057
-2%
增持
XLP
SELECT SECTOR SPDR TR
+$73.7K
18,420
+5%
增持
FXO
FIRST TR EXCHANGE TRADED FD
+$71.0K
9,625
+22%
增持
FXU
FIRST TR EXCHANGE TRADED FD
+$66.4K
13,419
+15%
增持
—
EXXON MOBIL CORP
-$65.0K
64,722
+0%
减持
NEAR
ISHARES U S ETF TR
-$61.9K
85,164
-1%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$60.6K
267,710
+0%
增持
FXG
FIRST TR EXCHANGE TRADED FD
+$60.4K
6,825
+23%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$60.1K
120,119
-2%
减持
CWB
SPDR SER TR
-$55.9K
38,127
-1%
增持
XLV
SELECT SECTOR SPDR TR
+$55.5K
10,073
+5%
增持
FXD
FIRST TR EXCHANGE TRADED FD
+$55.3K
7,680
+22%
增持
VRP
INVESCO EXCH TRADED FD TR II
+$54.4K
19,160
+13%
增持
IBND
SPDR SER TR
+$52.6K
11,149
+21%
增持
KBR
KBR INC
+$52.2K
30,098
+2%
增持
FPE
FIRST TR EXCH TRADED FD III
+$52.0K
20,378
+17%
增持
FXR
FIRST TR EXCHANGE TRADED FD
+$48.2K
6,754
+20%
增持
BWX
SPDR SER TR
+$48.0K
14,693
+22%
增持
FAD
FIRST TR MULTI CAP GROWTH AL
+$46.0K
10,918
+5%
增持
RWX
SPDR INDEX SHS FDS
-$45.9K
83,429
+6%
增持
PCY
INVESCO EXCH TRADED FD TR II
+$42.3K
15,954
+18%
增持
ITA
ISHARES TR
+$41.7K
8,154
+4%
增持
XLF
SELECT SECTOR SPDR TR
+$39.5K
35,994
+5%
减持
QQQ
INVESCO QQQ TR
+$36.8K
1,508
-2%
减持
GREK
GLOBAL X FDS
-$33.5K
90,718
-0%
增持
XLRE
SELECT SECTOR SPDR TR
+$31.5K
35,091
+5%
增持
XBI
SPDR SER TR
+$28.0K
17,041
+4%
增持
FXN
FIRST TR EXCHANGE TRADED FD
+$24.5K
24,527
+9%
增持
XLI
SELECT SECTOR SPDR TR
+$20.9K
11,988
+5%
增持
LQD
ISHARES TR
+$20.0K
2,694
+9%
减持
EMQQ
EXCHANGE TRADED CONCEPTS TRU
+$17.4K
44,404
-5%
增持
PAVE
GLOBAL X FDS
-$15.3K
14,626
+4%
增持
XLB
SELECT SECTOR SPDR TR
-$11.5K
16,233
+4%
减持
FEX
FIRST TR LRGE CP CORE ALPHA
-$10.0K
3,497
-1%
减持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$7.5K
11,940
-1%
增持
MINT
PIMCO ETF TR
+$6.3K
2,798
+2%
增持
XLY
SELECT SECTOR SPDR TR
-$4.7K
7,960
+1%
增持
EFG
ISHARES TR
+$2.5K
2,987
+2%
增持
XLE
SELECT SECTOR SPDR TR
-$1.3K
16,843
+3%
