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RFP Financial Group LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
RFP Financial Group LLC
报告期 2026-03-31 · CIK 0001956564
持仓数
85
前50大市值合计
$174.2M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 11
增持 7
减持 79
清仓 53
方向
标的
Δ市值
现股数(环比)
减持
RPV
INVSC S P 500 PURE VALUEETF
-$45.2M
21,585
-96%
减持
AAPL
APPLE INC
-$12.6M
9,152
-92%
减持
SCHJ
SCHWAB 1 5 YEAR CORP BOND ETF
-$8.4M
1,855
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。
-99%
减持
HD
HOME DEPOT INC
-$6.5M
657
-97%
减持
KO
THE COCA-COLA CO
-$5.3M
4,448
-95%
清仓
—
Raymond James Bank
-$4.9M
0
-100%
减持
MSFT
MICROSOFT CORP
-$4.8M
3,246
-86%
减持
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
-$3.9M
964
-97%
减持
JNJ
JOHNSON &JOHNSON COM USD1.00
-$3.8M
1,346
-94%
清仓
—
UNITED STATES TREASURY BILLS
-$2.5M
0
-100%
减持
UNH
UNITEDHEALTH GRP INC
-$2.0M
373
-91%
清仓
SCMB
SCHWAB STRATEGIC TR MUN BD ETF
-$1.8M
0
-100%
清仓
GPC
GENUINE PARTS COMPANY
-$1.8M
0
-100%
减持
WMT
WALMART INC COM
-$1.6M
1,050
-91%
减持
—
EXXON MOBIL CORP
-$1.6M
1,028
-93%
减持
GOOG
ALPHABET INC CAP STK CL C
-$1.3M
1,484
-91%
减持
COST
COSTCO WHOLESALE CORP COM USD0.01
-$1.2M
147
-95%
减持
CVX
CHEVRON CORP NEW COM
-$1.2M
1,154
-85%
减持
TFC
TRUIST FINL CORP COM
-$1.2M
7,697
-77%
清仓
VBR
VANGUARD SMALL-CAP VALUE ETF
-$1.1M
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B
-$1.1M
761
-82%
增持
IVV
ISHARES CORE S&P 500 ETF
+$1.1M
27,999
+3%
减持
PG
PROCTER AND GAMBLE CO COM
-$1.0M
543
-93%
减持
JPM
JPMORGAN CHASE & CO
-$1.0M
1,390
-84%
减持
CSCO
CISCO SYSTEMS INC
-$995.1K
1,780
-92%
减持
PFE
PFIZER INC
-$987.6K
1,498
-93%
减持
MRK
MERCK &CO. INC COM
-$973.9K
817
-91%
减持
GPN
GLOBAL PAYMENTS INC
-$892.3K
53
-99%
减持
SO
SOUTHERN CO
-$883.6K
10,358
-54%
建仓
QQQE
DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES
+$828.5K
6,162
减持
CAT
CATERPILLAR INC COM
-$795.0K
841
-80%
增持
IXUS
ISHARES TR CORE MSCI TOTAL
+$749.1K
143,264
+2%
清仓
—
JPMorgan Chase Bank
-$662.0K
0
-100%
减持
AXP
AMERICAN EXPRESS CO COM USD0.20
-$573.0K
452
-90%
清仓
—
UNITED STATES TREASURY BILLS
-$548.3K
0
-100%
减持
V
VISA INC CLASS A
-$525.7K
1,402
-65%
减持
PM
PHILIP MORRIS INTERNATIONAL INC COM NPV
-$524.1K
189
-96%
清仓
—
Goldman Sachs Bank USA
-$464.9K
0
-100%
建仓
SNOXX
SCHWAB TREASURY OBLIG MONEY INV
+$457.1K
457,149
减持
AMZN
U HAUL HOLDING COMPANY COM
-$440.5K
3,385
-64%
减持
VTI
VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF
-$437.4K
7,899
-26%
清仓
—
DFA ENHANCED U.S. LARGE COMPANY PORTFOLIO INSTL CL N/L
-$396.2K
0
-100%
减持
DIS
WALT DISNEY CO
-$373.5K
478
-90%
减持
DE
DEERE & CO
-$343.6K
11
-99%
减持
CVS
CVS HEALTH CORPORATION COM USD0.01
-$342.3K
1,596
-68%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$341.5K
20,638
+4%
减持
ADP
AUTOMATIC DATA PROCESSING INC COM USD0.10
-$340.8K
453
-76%
增持
AGG
ISHARES CORE US AGGREGATE BOND ETF
+$339.1K
116,330
+0%
减持
VOE
VANGUARD MID-CAP VALUE INDEX FUND
-$327.6K
10
-100%
清仓
—
Citibank
-$314.9K
0
-100%
减持
TGT
TARGET CORP
-$297.7K
71
-97%
清仓
EMR
EMERSON ELEC COMPANY
-$293.2K
0
-100%
清仓
AMLP
ALERIAN MLP ETF
-$290.2K
0
-100%
清仓
DFLVX
DFA U.S. LARGE CAP VALUE PORT INSTL CL N/L
-$286.9K
0
-100%
减持
CF
CF INDUSTRIES HOLDINGS INC COM USD0.01
-$274.3K
1,133
-73%
减持
VZ
VERIZON COMMUNICATN
-$268.6K
1,390
-83%
清仓
AJG
GALLAGHER ARTHUR J & COMPANY
-$264.0K
0
-100%
减持
MO
ALTRIA GROUP INC
-$263.7K
1,025
-85%
减持
CMCSA
COMCAST CORP CLASS A
-$255.0K
2,167
-78%
清仓
—
UNITED STATES TREASURY BILLS
-$247.7K
0
-100%
减持
BAC
BANK AMERICA CORP COM
-$241.8K
1,332
-84%
增持
ACWI
ISHARES TR MSCI ACWI ETF
+$236.5K
22,712
+5%
增持
MUB
ISHARES NATIONAL MUNI BOND ETF
+$232.7K
61,116
+2%
减持
—
BLACKROCK INC COM USD0.01
-$227.5K
109
-74%
清仓
—
UNITED STATES TREASURY BILLS
-$220.0K
0
-100%
清仓
VWIUX
VANGUARD INTERMEDIATE TERM TAX EXEMPT FUND ADMIRAL SHARES N/L
-$218.7K
0
-100%
减持
NVS
NOVARTIS AG SPONSORED ADR
-$216.7K
777
-76%
减持
LMT
LOCKHEED MARTIN CORP COM USD1.00
-$216.0K
141
-76%
减持
MMM
3M CO
-$210.7K
254
-87%
减持
RTX
RAYTHEON TECHNOLOGIES CORP COM
-$207.5K
194
-91%
清仓
—
ALPS/CORECOMMODITY MGMT CMPLT COMMODITIES STRGY CL I N/L
-$197.9K
0
-100%
减持
DOW
DOW INC
-$196.6K
1,191
-77%
清仓
SPVM
INVESCO S&P 500 VALUE WITH MOMENTUM ETF
-$187.5K
0
-100%
增持
REET
ISHARES TRUST GLOBAL REIT ETF
+$185.3K
163,042
+4%
减持
—
SYNOVUS FINL CO
-$184.8K
660
-88%
减持
DUK
DUKE ENERGY CORP NEW COM NEW ISIN #US26441C2044 SEDOL #B7JZSK0
-$179.4K
29
-98%
清仓
OIH
VANECK OIL SERVICES ETF
-$175.7K
0
-100%
减持
VNQ
VANGUARD REAL ESTATE ETF
-$172.4K
2,958
-42%
减持
ORCL
ORACLE CORP
-$168.7K
630
-77%
清仓
AVEFX
AVE MARIA BOND FUND N/L
-$158.2K
0
-100%
建仓
—
BLACKSTONE REAL ESTATE INCOME TRUST CLASS I
+$158.1K
10,690
减持
INTC
INTEL CORP COM USD0.001
-$157.0K
1,310
-83%
减持
MDLZ
MONDELEZ INTL INC COM NPV
-$157.0K
232
-91%
减持
BMY
BRISTOL-MYERS SQUIBB CO COM
-$156.2K
508
-81%
减持
MCD
MCDONALD S CORP
-$154.9K
230
-72%
清仓
—
UNITED STATES TREASURY NOTES
-$153.2K
0
-100%
减持
LOW
LOWES COMPANIES INC COM USD0.50
-$151.8K
55
-93%
清仓
XES
SPDR S&P OIL & GAS EQUIP& SERVS ETF
-$138.8K
0
-100%
建仓
XSD
SPDR S&P SEMICONDUCTOR ETF
+$136.9K
656
清仓
PSCM
INVESCO S&P SMALLCAP MATERIALS ETF
-$132.9K
0
-100%
清仓
PSCC
INVESCO S&P SMALLCAP CONSUMER STAPLES ETF
-$129.5K
0
-100%
减持
UPS
UNITED PARCEL SERVICE INC CL B
-$127.8K
126
-86%
减持
SHEL
SHELL PLC SPON ADS EA REP 2 ORD SHS
-$127.6K
930
-71%
清仓
XOP
SPDR S&P OIL & GAS EXPL & PROD ETF
-$125.1K
0
-100%
清仓
—
INVESCO COLLEGEBOUND MODERATE COLLEGE PORTFOLIO CL I N/L
-$124.7K
0
-100%
清仓
—
INVESCO S&P SMALLCAP ENERGY ETF
-$124.6K
0
-100%
减持
LLY
ELI LILLY AND CO
-$122.3K
1,063
-20%
建仓
—
BLACKSTONE REAL ESTATE INCOME TRUST CLASS D
+$121.6K
8,403
减持
T
AT&T INC COM USD1
-$120.8K
3,622
-65%
建仓
XME
SPDR S&P METALS & MININGETF
+$120.5K
2,267
清仓
DFEVX
DFA EMERGING MARKETS VALUE PORT INSTL CL N/L
-$119.6K
0
-100%
清仓
SBUX
STARBUCKS CORPORATION
-$119.0K
0
-100%
清仓
SGOL
ABERDEEN PHYSICAL GOLD SHARES ETF
-$115.3K
0
-100%
建仓
XHB
SPDR S&P HOMEBUILDERS ETF
+$114.4K
1,688
清仓
XLV
SELECT SECTOR HEALTH CARE SPDR ETF
-$114.2K
0
-100%
减持
IBM
INTERNATIONAL BUS MACH CORP COM USD0.20
-$112.1K
296
-72%
减持
GOOGL
ALPHABET INC. CLASS A
-$108.4K
2,697
-39%
建仓
—
NEWTON COUNTY GEORG
+$102.5K
100,000
减持
ICE
INTERCONTINENTAL EXCHANGE INC COM USD0.01
-$102.4K
83
-92%
建仓
—
MORGAN COUNTY GEORG
+$100.2K
100,000
减持
GLD
SPDR GOLD TR GOLD SHS
-$96.7K
100
-85%
清仓
IBB
ISHARES TR ISHARES BIOTECH
-$95.8K
0
-100%
减持
—
DUPONT DE NEMOURS INC IA
-$94.4K
286
-83%
减持
GS
GOLDMAN SACHS GROUP INC COM USD0.01
-$91.3K
49
-84%
清仓
—
TriState Capital Bank
-$90.9K
0
-100%
清仓
—
PINNACLE FINL PARTNERS INCORPORATED
-$89.7K
0
-100%
清仓
—
WELLS FARGO & CO PFD
-$88.9K
0
-100%
减持
NVDA
NVIDIA CORPORATION COM
-$88.6K
230
-78%
清仓
IVW
ISHARES TR S&P 500 GRWT ETF
-$87.8K
0
-100%
清仓
ICSH
ISHARES TR BLACKROCK ULTRA
-$86.2K
0
-100%
减持
TSLA
TESLA INC COM
-$86.1K
383
-72%
减持
FSLR
FIRST SOLAR INC
-$84.5K
9
-98%
清仓
FRBXX
FIMM TREASURY PORTFOLIO MONEY MARKET INSTL CL M/M
-$83.7K
0
-100%
减持
USB
U S BANCORP
-$82.8K
855
-67%
减持
RIVN
RIVIAN AUTOMOTIVE INC COM CL A
-$78.4K
440
-90%
减持
SLB
SCHLUMBERGER LIMITED COM USD0.01
-$76.7K
238
-86%
减持
CTVA
CORTEVA INC COM
-$75.8K
509
-72%
清仓
—
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF
-$74.3K
0
-100%
减持
QCOM
QUALCOMM INC
-$73.2K
616
-55%
清仓
—
INVESCO BULLETSHARES 2023 CORPORATE BOND ETF
-$71.2K
0
-100%
减持
SCHO
SCHWAB SHORT TERM US TREASURY ETF
-$71.1K
1,835
-45%
建仓
—
DODGE & COX GLOBAL BOND I
+$70.8K
6,822
减持
AMRC
AMERESCO INC
-$70.8K
57
-96%
清仓
VRSK
VERISK ANALYTICS INCORPORATED
-$70.6K
0
-100%
清仓
—
UNITED STATES TREASURY BILLS
-$67.7K
0
-100%
清仓
CARR
CARRIER GLOBAL CORPORATION
-$66.0K
0
-100%
减持
ABBV
ABBVIE INC COM USD0.01
-$65.5K
361
-53%
清仓
—
UNITED STATES TREASURY BILLS
-$64.7K
0
-100%
清仓
—
THE ALLSTATE CORPORATION
-$64.7K
0
-100%
清仓
LIT
GLOBAL X LITHIUM & BATTERY TECH ETF
-$64.4K
0
-100%
减持
OTIS
OTIS WORLDWIDE CORP COM
-$62.0K
108
-88%
清仓
—
UNITED STATES TREASURY BILLS
-$60.9K
0
-100%
清仓
—
EVOQUA WATER TECHNOLOGIES CORPORATION
-$60.2K
0
-100%
清仓
MDY
SPDR S&P MIDCAP 400 ETF TRUST
-$59.8K
0
-100%
清仓
—
UNITED STATES TREASURY BILLS
-$59.6K
0
-100%
减持
FDX
FEDEX CORP COM USD0.10
-$59.3K
65
-85%
清仓
—
UNITED STATES TREASURY BILLS
-$59.2K
0
-100%
清仓
—
UNITED STATES TREASURY BILLS
-$58.6K
0
-100%
减持
NKE
NIKE INC CLASS B COM NPV
-$57.3K
580
-47%
建仓
SGIIX
FIRST EAGLE GLOBAL I
+$57.3K
927
