小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 54
增持 85
减持 6
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
QQQE
DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES
+$52.1M
687,898
+11064%
增持
AAPL
APPLE INCORPORATED
+$18.1M
101,156
+1005%
建仓
STIP
ISHARES TR 0-5 YR TIPS ETF
+$9.2M
94,583
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
MSFT
MICROSOFT CORPORATION
+$6.0M
20,413
+529%
增持
HD
HOME DEPOT INCORPORATED
+$4.9M
16,525
+2415%
增持
KO
THE COCA-COLA CO
+$4.8M
84,521
+1800%
建仓
VTES
VANGUARD SHORT-TERM TAX EXEMPT BD ETF
+$4.6M
45,588
建仓
—
Raymond James Bank
+$3.3M
3,305,391
增持
JNJ
JOHNSON &JOHNSON COM USD1.00
+$2.6M
17,101
+1171%
建仓
—
UNITED STATES TREASURY BILLS
+$1.9M
1,900,000
建仓
—
External Holdings product : RE2755016
+$1.9M
1
增持
WMT
WALMART INCORPORATED
+$1.7M
11,902
+1034%
建仓
GPC
GENUINE PARTS COMPANY
+$1.7M
9,951
增持
GOOG
ALPHABET INCORPORATED CAP STK CLASS C
+$1.6M
14,470
+875%
建仓
—
UNITED STATES TREASURY BILLS
+$1.6M
1,560,000
增持
IVV
ISHARES CORE S&P 500 ETF
+$1.5M
29,215
+4%
增持
COST
COSTCO WHOLESALE CORPORATION NEW
+$1.5M
2,864
+1848%
增持
—
EXXON MOBIL CORPORATION
+$1.3M
12,863
+1151%
减持
RPV
INVSC S P 500 PURE VALUEETF
-$1.3M
0
-100%
增持
AMZN
AMAZON.COM INC
+$1.2M
12,053
+256%
增持
PEP
PEPSICO INCORPORATED
+$1.2M
6,574
+9861%
增持
BRK/B
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW
+$1.2M
4,189
+450%
增持
CVX
CHEVRON CORPORATION NEW
+$1.1M
8,213
+612%
增持
MRK
MERCK &CO. INC COM
+$1.0M
9,589
+1074%
增持
PG
PROCTER AND GAMBLE COMPANY
+$1.0M
7,201
+1226%
增持
JPM
JPMORGAN CHASE & COMPANY
+$1.0M
8,168
+488%
增持
CSCO
CISCO SYSTEMS INCORPORATED
+$999.6K
21,119
+1086%
建仓
—
UNITED STATES TREASURY BILLS
+$947.6K
948,000
增持
GPN
GLOBAL PMTS INCORPORATED
+$897.3K
9,164
+17191%
增持
SO
SOUTHERN COMPANY
+$861.4K
22,522
+117%
增持
CAT
CATERPILLAR INCORPORATED
+$818.9K
4,112
+389%
增持
UNH
UNITEDHEALTH GRP INC
+$809.8K
2,055
+451%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$753.9K
10,741
+36%
建仓
—
UNITED STATES TREASURY BILLS
+$699.8K
700,000
增持
AXP
AMERICAN EXPRESS COMPANY
+$691.4K
4,397
+873%
增持
TFC
TRUIST FINL CORPORATION
+$654.0K
30,197
+292%
增持
V
VISA INCORPORATED COM CLASS A
+$633.9K
4,000
+185%
增持
PFE
PFIZER INCORPORATED
+$594.7K
17,879
+1094%
增持
IXUS
ISHARES TR CORE MSCI TOTAL
+$576.6K
150,942
+5%
清仓
SCHP
SCHWAB US TIPS ETF
-$538.6K
0
-100%
增持
IJH
ISHARES CORE S&P MID-CAPETF
+$537.9K
21,799
+6%
建仓
—
FIMM GOVERNMENT PORTFOLIO MONEY MARKET INSTL CL M/M
+$532.8K
532,781
增持
PM
PHILIP MORRIS INTERNATIONAL INCORPORATED
+$504.9K
5,361
+2737%
建仓
—
TriState Capital Bank
+$487.2K
487,172
建仓
VBR
VANGUARD SMALL-CAP VALUE ETF
+$453.5K
2,742
减持
AGG
ISHARES CORE US AGGREGATE BOND ETF
-$448.8K
113,754
-2%
增持
GOOGL
ALPHABET INCORPORATED CAP STK CLASS A
+$426.1K
5,897
+119%
增持
NVDA
NVIDIA CORPORATION COM
+$394.4K
1,083
+371%
增持
DIS
WALT DISNEY CO
+$389.1K
4,894
+924%
增持
TSLA
TESLA INCORPORATED
+$333.9K
1,579
+312%
增持
CMCSA
COMCAST CORPORATION NEW CLASS A
+$326.7K
9,841
+354%
建仓
—
JPMorgan Chase Bank
+$324.7K
324,656
增持
DE
DEERE & COMPANY
+$324.5K
812
+7282%
建仓
—
UNITED STATES TREASURY BILLS
+$321.9K
329,000
建仓
AMLP
ALERIAN MLP ETF
+$309.0K
7,881
建仓
AJG
GALLAGHER ARTHUR J & COMPANY
+$307.4K
1,400
增持
ADP
AUTOMATIC DATA PROCESSING INCORPORATED
+$301.2K
1,829
+304%
建仓
—
UNITED STATES TREASURY BILLS
+$298.1K
300,000
建仓
—
UNITED STATES TREASURY BILLS
+$291.4K
300,000
增持
ORCL
ORACLE CORPORATION
+$272.5K
2,780
+341%
建仓
—
American Express National Bank
+$269.3K
269,272
增持
YUM
YUM! BRANDS INC
+$267.2K
2,253
+563%
增持
MO
ALTRIA GROUP INCORPORATED
+$259.5K
6,737
+557%
增持
—
SYNOVUS FINL CORPORATION COM NEW
+$257.9K
9,197
+1293%
建仓
—
FIMM TREASURY ONLY PORTFOLIO MONEY MARKET INSTL CL M/M
+$255.6K
255,598
增持
LLY
LILLY ELI & COMPANY
+$254.8K
1,321
+24%
增持
NVS
NOVARTIS AG SPONSORED ADR
+$249.1K
3,177
+309%
增持
IJR
ISHARES TR CORE S&P SCP ETF
+$223.4K
28,080
+5%
增持
CVS
CVS HEALTH CORPORATION COM USD0.01
+$223.3K
4,946
+210%
增持
T
AT&T INCORPORATED
+$223.1K
18,361
+407%
增持
INTC
INTEL CORPORATION
+$221.5K
7,904
+503%
建仓
VWIUX
VANGUARD INTERMEDIATE TERM TAX EXEMPT FUND ADMIRAL SHARES N/L
+$220.7K
16,371
增持
—
BLACKROCK INCORPORATED
+$220.1K
424
+289%
增持
RTX
RAYTHEON TECHNOLOGIES CORPORATION
+$219.4K
2,434
+1155%
增持
VZ
VERIZON COMMUNICATN
+$218.8K
7,336
+428%
建仓
EMR
EMERSON ELEC COMPANY
+$212.4K
2,350
增持
CF
CF INDUSTRIES HOLDINGS INC COM USD0.01
+$208.3K
4,183
+269%
增持
LMT
LOCKHEED MARTIN CORPORATION
+$200.8K
581
+312%
增持
META
META PLATFORMS INCORPORATED CLASS A
+$195.7K
1,120
+89%
增持
REET
ISHARES TRUST GLOBAL REIT ETF
+$185.3K
170,825
+5%
增持
MCD
MCDONALDS CORPORATION
+$184.0K
832
+262%
建仓
SPVM
INVESCO S&P 500 VALUE WITH MOMENTUM ETF
+$182.6K
3,800
建仓
—
ALPS/CORECOMMODITY MGMT CMPLT COMMODITIES STRGY CL I N/L
+$180.8K
24,397
增持
VNQ
VANGUARD REAL ESTATE ETF
+$179.9K
5,093
+72%
增持
LOW
LOWES COMPANIES INCORPORATED
+$173.4K
817
+1385%
增持
MDLZ
MONDELEZ INTL INC COM NPV
+$173.3K
2,598
+1020%
增持
MMM
3M COMPANY
+$171.5K
1,980
+680%
建仓
—
Citibank
+$168.2K
168,210
建仓
OIH
VANECK OIL SERVICES ETF
+$166.2K
578
建仓
—
HSBC Bank USA
+$160.9K
160,891
建仓
AVEFX
AVE MARIA BOND FUND N/L
+$159.4K
13,930
建仓
—
UNITED STATES TREASURY NOTES
+$153.2K
160,000
增持
IWF
ISHARES TR RUS 1000 GRW ETF
+$151.3K
4,731
+0%
增持
DUK
DUKE ENERGY CORPORATION NEW COM NEW
+$150.0K
1,703
+5772%
建仓
PSCI
INVESCO S&P SMALLCAP INDUSTRIALS ETF
+$144.3K
1,386
增持
ACWI
ISHARES TR MSCI ACWI ETF
+$143.8K
23,079
+2%
增持
SHEL
SHELL PLC SPON ADS EA REP 2 ORD SHS
+$138.5K
3,180
+242%
建仓
PSCM
INVESCO S&P SMALLCAP MATERIALS ETF
+$135.4K
1,964
建仓
PSCC
INVESCO S&P SMALLCAP CONSUMER STAPLES ETF
+$135.2K
1,243
增持
BMY
BRISTOL-MYERS SQUIBB COMPANY
+$134.8K
2,658
+423%
增持
SUB
ISHARES TR SHRT NAT MUN ETF
+$132.7K
2,246
+133%
增持
UPS
UNITED PARCEL SERVICE INCORPORATED CLASS B
+$132.6K
876
+595%
建仓
—
INVESCO COLLEGEBOUND MODERATE COLLEGE PORTFOLIO CL I N/L
+$131.8K
9,353
建仓
XLK
TECHNOLOGY SELECT SECTORSPDR ETF
+$130.2K
749
建仓
—
UNITED STATES TREASURY BILLS
+$128.5K
130,000
减持
ITOT
ISHARES CORE S&P TOTAL US STOCK MARKET ETF
+$127.2K
23,753
-2%
增持
IBM
INTERNATIONAL BUSINESS MACHINES
+$126.2K
1,233
+317%
建仓
XNTK
SPDR NYSE TECHNOLOGY ETF
+$126.0K
903
减持
XLE
SELECT SECTOR SPDR TR ENERGY
-$125.0K
958
-61%
增持
DOW
DOW INCORPORATED
+$124.3K
3,559
+199%
增持
—
BLACKSTONE REAL ESTATE INCOME TRUST CLASS I
+$122.9K
19,248
+80%
清仓
—
BLACKSTONE REAL ESTATE INCOME TRUST CLASS D
-$121.6K
0
-100%
建仓
SGOL
ABERDEEN PHYSICAL GOLD SHARES ETF
+$121.2K
6,600
清仓
XME
SPDR S&P METALS & MININGETF
-$120.5K
0
-100%
增持
TGT
TARGET CORPORATION
+$120.1K
1,000
+1308%
建仓
SBUX
STARBUCKS CORPORATION
+$118.9K
1,200
增持
ICE
INTERCONTINENTAL EXCHANGE INCORPORATED
+$113.8K
1,083
+1205%
增持
SPY
SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT
+$112.0K
1,749
+8%
增持
FSLR
FIRST SOLAR INCORPORATED
+$107.7K
577
+6311%
清仓
VFVA
VANGUARD WELLINGTON FD US VALUE FACTOR ETF
-$106.7K
0
-100%
建仓
IVW
ISHARES TR S&P 500 GRWT ETF
+$105.7K
1,500
清仓
—
MORGAN COUNTY GEORG
-$100.2K
0
-100%
建仓
—
UNITED STATES TREASURY BILLS
+$99.7K
100,000
增持
—
DUPONT DE NEMOURS INCORPORATED
+$99.1K
1,674
+485%
建仓
—
UNITED STATES TREASURY BILLS
+$99.0K
100,000
建仓
IOT
SAMSARA INCORPORATED COM CLASS A
+$97.0K
3,500
建仓
—
US Bank
+$94.6K
94,576
增持
YUMC
YUM CHINA HOLDINGS INC
+$94.4K
2,052
+504%
建仓
IBB
ISHARES TR ISHARES BIOTECH
+$92.7K
730
增持
FDX
FEDEX CORPORATION
+$92.3K
432
+565%
建仓
—
WELLS FARGO & CO PFD
+$90.6K
3,594
建仓
VRSK
VERISK ANALYTICS INCORPORATED
+$90.4K
400
减持
SCHJ
SCHWAB 1-5 YEAR CORPORATE BOND ETF
-$89.2K
0
-100%
增持
BAC
BANK AMERICA CORPORATION
+$87.4K
4,374
+228%
建仓
ICSH
ISHARES TR BLACKROCK ULTRA
+$86.7K
1,723
增持
QCOM
QUALCOMM INCORPORATED
+$86.6K
1,388
+125%
增持
GLD
SPDR GOLD SHARES
+$84.7K
578
+478%
增持
VOO
VANGUARD INDEX FUNDS S&P 500 ETF USD
+$83.5K
2,407
+1%
减持
SCHO
SCHWAB SHORT-TERM U.S. TREASURY ETF
-$82.7K
143
-92%
建仓
SWTXX
SCHWAB MUNICIPAL MONEY INV
+$82.6K
82,600
建仓
XYL
XYLEM INCORPORATED
+$82.1K
729
建仓
QQQ
INVESCO QQQ TR UNIT SER 1
+$82.0K
222
增持
WSO
WATSCO INCORPORATED
+$82.0K
340
+127%
建仓
CARR
CARRIER GLOBAL CORPORATION
+$79.5K
1,600
增持
CTVA
CORTEVA INCORPORATED
+$78.0K
1,897
+273%
建仓
BINC
BLACKROCK ETF TR II FLEXIBLE INCOME ETF
+$75.2K
1,481
建仓
—
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF
+$74.6K
3,625
建仓
FRBXX
FIMM TREASURY PORTFOLIO MONEY MARKET INSTL CL M/M
+$74.2K
74,212
增持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND
+$74.0K
25,794
+4%
增持
RIVN
RIVIAN AUTOMOTIVE INCORPORATED COM CLASS A
+$71.9K
4,725
+974%
