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Resources Investment Advisors, LLC. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Resources Investment Advisors, LLC.
报告期 2026-03-31 · CIK 0001690370
持仓数
1,462
前50大市值合计
$5.77B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 3
增持 59
减持 78
清仓 10
方向
标的
Δ市值
现股数(环比)
建仓
XTEN
BONDBLOXX ETF TRUST
+$66.1M
1,418,492
减持
EFG
ISHARES TR
-$53.4M
824,066
-41%
减持
SPYM
SPDR SER TR
-$50.6M
7,167,986
-5%
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。
减持
SPTL
SPDR SER TR
-$46.0M
573,913
-76%
增持
IVE
ISHARES TR
+$41.4M
660,120
+49%
增持
OEF
ISHARES TR
+$36.9M
272,016
+114%
增持
XSOE
WISDOMTREE TR
+$32.8M
2,404,443
+77%
增持
IAU
ISHARES GOLD TR
+$31.2M
1,232,313
+47%
增持
HEFA
ISHARES TR
+$24.5M
944,281
+237%
减持
EMXC
ISHARES INC
-$21.8M
892,646
-30%
减持
AAPL
APPLE INC
-$21.8M
635,261
-2%
增持
SCHG
SCHWAB STRATEGIC TR
-$21.2M
8,301,684
+1%
减持
EFV
ISHARES TR
-$19.4M
1,808,968
-25%
增持
USHY
ISHARES TR
+$17.1M
705,427
+192%
减持
IFRA
ISHARES TR
-$14.5M
24,972
-93%
减持
MUB
ISHARES TR
-$14.2M
670,962
-16%
增持
BOND
PIMCO ETF TR
+$13.0M
1,269,371
+10%
减持
IYW
ISHARES TR
-$12.6M
656,978
-0%
减持
AMZN
AMAZON COM INC
-$12.1M
324,954
-4%
增持
DFSD
DIMENSIONAL ETF TRUST
+$11.5M
2,917,879
+8%
增持
QUAL
ISHARES TR
+$11.2M
1,156,581
+10%
减持
VOO
VANGUARD INDEX FDS
-$10.9M
302,983
-2%
增持
MSFT
MICROSOFT CORP
-$10.9M
260,212
+1%
减持
SHY
ISHARES TR
-$10.8M
306,682
-31%
减持
GOOGL
ALPHABET INC
-$10.6M
238,283
-5%
减持
QCOM
QUALCOMM INC
-$10.4M
30,079
-69%
减持
IVW
ISHARES TR
-$10.2M
494,233
-11%
减持
SCHX
SCHWAB STRATEGIC TR
-$9.8M
1,591,429
-18%
减持
MBB
ISHARES TR
-$9.4M
1,546,538
-8%
减持
IVV
ISHARES TR
-$9.4M
212,110
-3%
增持
CVS
CVS HEALTH CORP
+$9.2M
400,955
+0%
增持
NVDA
NVIDIA CORPORATION
-$9.2M
394,972
+2%
减持
MOAT
VANECK ETF TRUST
-$8.7M
603,279
-10%
增持
TCAF
T ROWE PRICE ETF INC
+$8.6M
795,594
+55%
增持
DFAU
DIMENSIONAL ETF TRUST
+$8.6M
3,529,903
+12%
增持
HYD
VANECK ETF TRUST
+$8.5M
201,953
+468%
增持
CP
CANADIAN PACIFIC KANSAS CITY
+$8.3M
178,554
+204%
减持
SCHB
SCHWAB STRATEGIC TR
-$8.1M
1,609,493
-14%
增持
FLOT
ISHARES TR
+$7.7M
454,800
+49%
增持
DYNF
BLACKROCK ETF TRUST
-$7.7M
3,655,302
+1%
增持
TVAL
T ROWE PRICE ETF INC
+$7.1M
679,237
+45%
增持
ITOT
ISHARES TR
+$7.1M
123,619
+98%
减持
SCHM
SCHWAB STRATEGIC TR
-$6.9M
831,404
-20%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$6.8M
40,789
-74%
减持
SCHV
SCHWAB STRATEGIC TR
-$6.6M
1,241,309
-18%
减持
VTI
VANGUARD INDEX FDS
-$6.6M
180,813
-7%
减持
AVGO
BROADCOM INC
-$6.6M
96,875
-1%
减持
IUSB
ISHARES TR
+$6.3M
7,704,818
-0%
增持
—
MEDTRONIC PLC
+$6.3M
82,413
+495%
增持
DFAC
DIMENSIONAL ETF TRUST
+$6.3M
3,610,733
+11%
减持
TSLA
TESLA INC
-$6.0M
35,073
-6%
增持
HYMB
SPDR SER TR
+$6.0M
271,662
+676%
增持
PYLD
PIMCO ETF TR
+$5.9M
803,154
+37%
减持
VUG
VANGUARD INDEX FDS
-$5.9M
41,554
-20%
减持
CRM
SALESFORCE INC
-$5.6M
36,869
-21%
清仓
FIXD
FIRST TR EXCHNG TRADED FD VI
-$5.6M
0
-100%
减持
AVUS
AMERICAN CENTY ETF TR
-$5.6M
749,717
-3%
增持
ITM
VANECK ETF TRUST
+$5.3M
335,521
+56%
减持
SCHZ
SCHWAB STRATEGIC TR
-$5.3M
3,931,666
-7%
增持
IEFA
ISHARES TR
+$5.3M
796,103
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$5.0M
58,906
+1%
增持
DFIC
DIMENSIONAL ETF TRUST
+$5.0M
1,895,937
+3%
减持
DFAI
DIMENSIONAL ETF TRUST
+$5.0M
2,523,946
-0%
增持
CORP
PIMCO ETF TR
+$4.9M
363,662
+14%
减持
GOOG
ALPHABET INC
-$4.8M
110,587
-4%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
-$4.7M
2,810
-91%
清仓
HELO
J P MORGAN EXCHANGE TRADED F
-$4.7M
0
-100%
减持
BDX
BECTON DICKINSON & CO
-$4.6M
11,173
-65%
增持
VTEB
VANGUARD MUN BD FDS
+$4.6M
1,727,712
+7%
增持
IGEB
ISHARES TR
+$4.5M
624,538
+18%
减持
SCHA
SCHWAB STRATEGIC TR
-$4.5M
438,332
-23%
增持
GE
GE AEROSPACE
+$4.4M
62,180
+29%
减持
FTV
FORTIVE CORP
-$4.4M
5,478
-91%
增持
SGOV
ISHARES TR
+$4.3M
58,131
+286%
减持
SPY
SPDR S&P 500 ETF TR
-$4.3M
57,359
-8%
增持
DFCF
DIMENSIONAL ETF TRUST
+$4.3M
2,686,620
+2%
减持
PH
PARKER-HANNIFIN CORP
-$4.2M
1,470
-82%
减持
AGG
ISHARES TR
-$4.2M
68,053
-40%
减持
QQQ
INVESCO QQQ TR
-$4.1M
42,505
-9%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
-$4.0M
100,423
-56%
增持
TGRT
T ROWE PRICE ETF INC
+$3.9M
511,821
+42%
增持
FISV
FISERV INC
+$3.6M
43,042
+51%
增持
GSLC
GOLDMAN SACHS ETF TR
-$3.6M
763,649
+0%
减持
DFLV
DIMENSIONAL ETF TRUST
-$3.5M
939,074
-13%
减持
BX
BLACKSTONE INC
-$3.5M
17,098
-50%
增持
IWR
ISHARES TR
+$3.4M
59,448
+226%
增持
FALN
ISHARES TR
+$3.4M
899,744
+16%
减持
GSEW
GOLDMAN SACHS ETF TR
-$3.3M
371,112
-9%
增持
IEMG
ISHARES INC
+$3.3M
354,584
+17%
减持
DUHP
DIMENSIONAL ETF TRUST
-$3.2M
1,115,004
-6%
减持
IJR
ISHARES TR
-$3.1M
160,760
-7%
减持
QTEC
FIRST TR NASDAQ 100 TECH IND
-$3.0M
18,049
-45%
清仓
COWZ
PACER FDS TR
-$3.0M
0
-100%
清仓
FYX
FIRST TR SML CP CORE ALPHA F
-$2.9M
0
-100%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$2.9M
12,673
-80%
减持
XSVM
INVESCO EXCHANGE TRADED FD T
-$2.8M
6,567
-89%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$2.8M
25,518
-56%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$2.6M
11,894
-84%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$2.6M
64,295
-4%
增持
GSIE
GOLDMAN SACHS ETF TR
+$2.5M
946,520
+1%
增持
NTSI
WISDOMTREE TR
+$2.5M
524,632
+6%
减持
IGSB
ISHARES TR
-$2.5M
487,689
-10%
增持
DCOR
DIMENSIONAL ETF TRUST
+$2.5M
304,846
+21%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$2.5M
0
-100%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$2.4M
3
减持
ROBO
EXCHANGE TRADED CONCEPTS TRU
-$2.4M
48,119
-44%
增持
PODD
INSULET CORP
+$2.3M
12,265
+261%
清仓
AVAV
AEROVIRONMENT INC
-$2.3M
0
-100%
减持
VBK
VANGUARD INDEX FDS
-$2.3M
32,045
-13%
增持
FMDE
FIDELITY COVINGTON TRUST
+$2.3M
183,447
+74%
清仓
BUFD
FIRST TR EXCHNG TRADED FD VI
-$2.3M
0
-100%
减持
MINT
PIMCO ETF TR
-$2.3M
10,058
-69%
建仓
VCRB
VANGUARD MALVERN FDS
+$2.2M
28,077
增持
BND
VANGUARD BD INDEX FDS
+$2.1M
378,114
+6%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$2.1M
302,916
+7%
减持
SDVD
FIRST TR EXCH TRADED FD III
-$2.1M
11,941
-89%
减持
RDVY
FIRST TR EXCHANGE TRADED FD
-$2.0M
82,014
-29%
增持
FHLC
FIDELITY COVINGTON TRUST
+$2.0M
80,978
+51%
减持
VO
VANGUARD INDEX FDS
-$2.0M
88,926
-6%
清仓
KEMX
KRANESHARES TRUST
-$2.0M
0
-100%
减持
MTUM
ISHARES TR
-$2.0M
296,646
-1%
增持
JNJ
JOHNSON & JOHNSON
+$2.0M
87,424
+1%
增持
PG
PROCTER AND GAMBLE CO
+$2.0M
117,801
+9%
增持
IEF
ISHARES TR
+$2.0M
72,092
+36%
减持
SPAB
SPDR SER TR
-$2.0M
953,639
-9%
减持
IWF
ISHARES TR
-$2.0M
36,973
-3%
减持
IWB
ISHARES TR
-$1.9M
64,178
-4%
减持
INTU
INTUIT
-$1.9M
2,989
-49%
减持
HYDB
ISHARES TR
-$1.8M
80,820
-33%
增持
VRT
VERTIV HOLDINGS CO
-$1.8M
61,951
+12%
增持
MCD
MCDONALDS CORP
+$1.8M
49,380
+5%
减持
SHYG
ISHARES TR
-$1.8M
269,843
-14%
减持
WTMF
WISDOMTREE TR
-$1.8M
510,539
-7%
增持
GLD
SPDR GOLD TR
+$1.8M
32,535
+4%
减持
IQV
IQVIA HLDGS INC
-$1.8M
5,991
-58%
增持
PRFD
PIMCO ETF TR
+$1.8M
53,857
+178%
增持
DFAE
DIMENSIONAL ETF TRUST
+$1.7M
854,312
+6%
增持
IVLU
ISHARES TR
+$1.7M
448,994
+2%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$1.7M
55,968
-60%
减持
WMT
WALMART INC
-$1.7M
207,506
-6%
清仓
JHMM
JOHN HANCOCK EXCHANGE TRADED
-$1.7M
0
-100%
减持
IJH
ISHARES TR
-$1.6M
390,487
-0%
减持
ORCL
ORACLE CORP
-$1.6M
39,389
-8%
增持
BINC
BLACKROCK ETF TRUST II
+$1.6M
1,171,526
+2%
减持
SPYG
SPDR SER TR
-$1.6M
7,674
-69%
清仓
FNX
FIRST TR MID CAP CORE ALPHAD
-$1.6M
0
-100%
减持
LMT
LOCKHEED MARTIN CORP
-$1.6M
9,434
-21%
减持
ULCC
FRONTIER GROUP HLDGS INC
-$1.5M
387,856
-15%
减持
WK
WORKIVA INC
-$1.5M
36,080
-8%
减持
UPWK
UPWORK INC
-$1.5M
277,937
-12%
