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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 18
增持 64
减持 48
清仓 20
方向
标的
Δ市值
现股数(环比)
增持
RSP
INVSC S P 500 EQUAL WEIGHT ETF
+$31.4M
351,234
+107%
减持
QQQE
DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES
-$27.8M
6,750
-98%
建仓
SPTS
SPDR PORTFOLIO SHORT TERM TREASURY ETF
+$12.3M
422,639
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
SPTI
SPDR SER TR PORTFLI INTRMDIT
-$11.9M
4,741
-99%
建仓
ICSH
ISHARES TR BLACKROCK ULTRA
+$3.1M
62,508
增持
AAPL
APPLE INCORPORATED
+$2.1M
97,824
+0%
减持
IVV
ISHARES CORE S&P 500 ETF
+$1.4M
31,100
-1%
减持
MSFT
MICROSOFT CORPORATION
+$1.2M
19,470
-0%
减持
HD
HOME DEPOT INCORPORATED
+$682.9K
15,662
-0%
减持
AGG
ISHARES TR CORE US AGGBD ET
-$589.0K
106,450
-10%
减持
IJH
ISHARES CORE S&P MID-CAPETF
+$525.2K
22,649
-2%
减持
—
BankUnited
-$509.1K
48,785
-91%
建仓
SGOV
ISHARES TR 0-3 MNTH TREASRY
+$501.4K
5,000
增持
—
FIMM TREASURY ONLY PORTFOLIO MONEY MARKET INSTL CL M/M
+$457.9K
661,048
+225%
减持
IXUS
ISHARES TR CORE MSCI TOTAL
+$433.8K
150,395
-3%
建仓
VTWO
VANGUARD RUSSELL 2000 ETF
+$420.4K
5,184
减持
IJR
ISHARES TR CORE S&P SCP ETF
+$386.0K
29,671
-1%
减持
—
Raymond James Bank
-$368.8K
2,347,775
-14%
减持
MUB
ISHARES NATIONAL MUNI BOND ETF
-$313.9K
61,544
-10%
增持
VTEB
VANGUARD MUN BD FDS TAX EXEMPT BD
+$310.7K
10,737
+118%
增持
ACWI
ISHARES TR MSCI ACWI ETF
+$297.9K
24,308
+3%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$294.6K
10,810
+1%
清仓
—
BLACKSTONE REAL ESTATE
-$289.9K
0
-100%
减持
YUM
YUM! BRANDS INC
-$237.1K
340
-85%
减持
AMZN
AMAZON.COM INC
+$212.7K
11,632
-5%
减持
—
US Bank
-$211.5K
94,909
-69%
增持
—
EXXON MOBIL CORPORATION
-$209.5K
12,816
+1%
增持
COST
COSTCO WHOLESALE CORPORATION NEW
+$207.3K
2,114
+1%
增持
AXP
AMERICAN EXPRESS COMPANY
+$177.5K
4,455
+1%
减持
VTES
VANGUARD SHORT-TERM TAX EXEMPT BD ETF
-$174.7K
6,911
-22%
减持
KO
THE COCA-COLA CO
+$167.6K
80,385
-2%
增持
GPN
GLOBAL PMTS INCORPORATED
+$138.8K
9,428
+3%
增持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND
+$133.6K
26,230
+1%
减持
CSCO
CISCO SYSTEMS INCORPORATED
-$130.1K
17,595
-7%
清仓
PSCM
INVESCO S&P SMALLCAP MATERIALS ETF
-$128.6K
0
-100%
清仓
XSD
SPDR S&P SEMICONDUCTOR
-$124.1K
0
-100%
减持
JNJ
JOHNSON &JOHNSON COM USD1.00
-$123.0K
14,973
-6%
增持
INTC
INTEL CORPORATION
+$122.4K
8,027
+2%
增持
CVX
CHEVRON CORPORATION NEW
-$120.9K
6,968
+1%
建仓
VEA
VANGUARD DEVELOPED MARKETS INDEX FUND ETF
+$119.2K
2,488
减持
TFC
TRUIST FINL CORPORATION
+$117.0K
23,295
-10%
清仓
BKAG
BNY MELLON CORE BOND ETF
-$116.8K
0
-100%
增持
SO
SOUTHERN COMPANY
+$114.4K
21,094
+0%
减持
V
VISA INCORPORATED COM CLASS A
+$113.4K
3,941
-1%
增持
TRV
TARGET CORPORATION
+$110.6K
1,000
+413%
建仓
XES
SPDR S&P OIL & GAS EQUIP& SERVS ETF
+$109.0K
1,290
减持
TGT
FORTINET INC COM USD0.001
-$105.9K
80
-92%
清仓
—
NEWTON COUNTY GEORG
-$100.6K
0
-100%
减持
YUMC
YUM CHINA HOLDINGS INC
-$99.9K
340
-83%
减持
PSCI
TRAVELERS COMPANIES INC COM STK NPV
-$99.2K
178
-87%
减持
PSCT
TOTAL ENERGIES SE
-$98.8K
397
-86%
增持
NVDA
NVIDIA CORPORATION COM
+$97.0K
1,236
+4%
清仓
VGSH
VANGUARD SHORT-TERM TREASURY ETF
-$94.7K
0
-100%
增持
IWM
ISHARES RUSSELL 2000 ETF
+$94.6K
3,207
+3%
增持
—
SYNOVUS FINL CORPORATION COM NEW
+$90.7K
9,201
+0%
增持
SPY
SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT
+$84.5K
1,752
+0%
减持
ITOT
ISHARES CORE S&P TOTAL US STOCK MARKET ETF
-$83.2K
20,700
-14%
增持
GOOGL
ALPHABET INCORPORATED CAP STK CLASS A
+$83.2K
6,190
+4%
增持
LLY
ELI LILLY &CO COM
+$83.0K
1,317
+3%
清仓
—
US TREASURY BILL24
-$75.9K
0
-100%
减持
—
JPMorgan Chase Bank
-$72.6K
12,374
-85%
减持
—
CIBC Bank USA
-$70.4K
37,434
-65%
增持
FRBXX
FIMM TREASURY PORTFOLIO MONEY MARKET INSTL CL M/M
+$66.2K
135,557
+95%
减持
REET
ISHARES TRUST GLOBAL REIT ETF
+$65.3K
160,767
-11%
增持
AOM
ISHARES CORE MODERATE ALLOCATION ETF
+$63.4K
3,543
+65%
增持
META
META PLATFORMS INCORPORATED CLASS A
+$61.5K
1,110
+1%
增持
IAGG
ISHARES INTL AGGREGATE BOND
+$56.8K
3,652
+42%
增持
GPC
GENUINE PARTS COMPANY
-$56.4K
9,980
+0%
减持
MRK
MERCK &CO. INC COM
+$56.2K
9,538
-0%
增持
DIS
WALT DISNEY CO
+$55.8K
5,231
+2%
增持
VGIT
VANGUARD INTERMEDIATE-TERM TREASURY ETF
+$54.9K
2,489
+53%
建仓
EW
EDWARDS LIFESCIENCES CORPORATION
+$54.0K
708
增持
PFE
PFIZER INCORPORATED
-$53.9K
16,520
+3%
清仓
—
FEDERATED HERMES TRSY OBLIGATION FD INSTL CL IS M/M
-$51.9K
0
-100%
增持
QQQ
INVSC QQQ TRUST SRS 1 ETF IV
+$51.8K
321
+61%
建仓
VEU
VANGUARD INTL EQUITY INDEX FDS ALLWRLD EX US
+$50.1K
893
清仓
—
EURONAV NV SHS
-$49.3K
0
-100%
清仓
SPVM
INVESCO S&P 500 VALUE WITH MOMENTUM ETF
-$45.1K
0
-100%
增持
VNQ
VANGUARD REAL ESTATE ETF
+$44.6K
3,177
+2%
增持
BAC
BANK AMERICA CORPORATION
+$42.2K
4,789
+10%
建仓
VERV
VERVE THERAPEUTICS INC COM
+$41.8K
3,000
减持
BND
VANGUARD BD INDEX FDS TOTAL BND MRKT
-$41.1K
28,943
-7%
增持
QCOM
QUALCOMM INCORPORATED
+$40.5K
1,196
+0%
增持
VZ
VERIZON COMMUNICATN
+$39.2K
7,080
+1%
清仓
—
INVESCO BULLETSHARES 2023 CORPORATE BOND ETF
-$38.9K
0
-100%
增持
AVGO
BROADCOM INC COM
+$38.5K
123
+3%
减持
CVS
CVS HEALTH CORPORATION COM USD0.01
+$38.4K
4,860
-2%
增持
TJX
TJX COMPANIES INC
+$37.2K
424
+1362%
减持
XLE
SELECT SECTOR SPDR TR ENERGY
-$37.0K
599
-38%
增持
EFA
ISHARES MSCI EAFE ETF
+$36.3K
728
+171%
增持
LMT
LOCKHEED MARTIN CORPORATION
+$36.2K
604
+4%
减持
—
TRAVELERS COMPANIES INCORPORATED
-$35.5K
71
-90%
增持
FISV
FISERV INC COM STK USD0.01
+$33.6K
422
+112%
建仓
—
WHITE MTNS INS GROUP LTD COM
+$33.1K
22
增持
BNDX
VANGUARD CHARLOTTE FDS TOTAL INTL BD ETF
+$33.0K
10,829
+3%
减持
CF
CF INDUSTRIES HOLDINGS INC COM USD0.01
-$32.9K
4,097
-2%
减持
—
ACCENTURE PLC
-$32.8K
414
-29%
增持
XHB
SPDR S&P HOMEBUILDERS ETF
+$31.7K
1,650
+0%
增持
DKNG
DRAFTKINGS INCORPORATED NEW COM CLASS A
+$31.7K
917
+4485%
建仓
MKL
MARKEL GROUP INC COM NPV
+$31.2K
22
清仓
—
EAGLEBANK
-$30.0K
0
-100%
增持
CDW
CDW CORP COM USD0.01
+$29.2K
241
+90%
增持
AOA
ISHARES CORE AGGRESSIVE ALLOCATION ETF
+$28.8K
873
+76%
减持
—
TriState Capital Bank
-$28.2K
376,442
-7%
清仓
KLIC
KULICKE AND SOFFA INDUSTRIES INC
-$27.8K
0
-100%
减持
MGM
MGM RESORTS INTERNATIONAL COM USD0.01
-$27.0K
597
-59%
增持
DIA
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
+$26.8K
160
+60%
增持
SYM
SYMBOTIC INC CLASS A COM
+$26.7K
1,140
+19%
增持
—
LINDE PLC COM EUR0.001
+$26.2K
120
+94%
减持
NFLX
NETFLIX INCORPORATED
-$26.0K
45
-65%
清仓
—
COMERICA BANK
-$24.9K
0
-100%
增持
TSLA
TESLA INCORPORATED
+$24.6K
1,689
+7%
建仓
—
SCORPIO TANKERS INCORPORATED SHS
+$24.3K
400
增持
—
Citibank
+$23.9K
259,118
+10%
增持
GE
GENERAL ELECTRIC COMPANY COM NEW
+$23.5K
709
+17%
建仓
ERII
ENERGY RECOVERY INCORPORATED
+$23.2K
1,232
建仓
—
INTERNATIONAL SEAWAYS INCORPORATED
+$22.7K
500
减持
XNTK
SPDR NYSE TECHNOLOGY ETF
+$22.4K
889
-2%
增持
PG
PROCTER AND GAMBLE COMPANY
+$22.1K
7,324
+2%
增持
BHP
BHP GROUP LTD SPON ADS EACH REP 2 ORD SHS
+$22.0K
398
+333%
增持
XLK
TECHNOLOGY SELECT SECTORSPDR ETF
+$21.7K
752
+0%
减持
NOW
SERVICENOW INCORPORATED
-$21.4K
14
-75%
增持
GDDY
GODADDY INCORPORATED CLASS A
+$20.8K
243
+263%
清仓
RNST
RENASANT CORP
-$20.7K
0
-100%
清仓
ZTS
ZOETIS INC
-$20.4K
0
-100%
增持
CRWD
CROWDSTRIKE HLDGS INCORPORATED CLASS A
+$20.3K
174
+21%
增持
SCHO
SCHWAB SHORT TERM US TREASURY ETF
+$20.3K
12,814
+2%
增持
AMGN
AMGEN INC
+$20.3K
187
+50%
清仓
—
CAMBRIDGE SAVINGS
-$20.0K
0
-100%
增持
TM
TOYOTA MOTOR CORP ADR-EACH REP 10 ORD NPV LVL
+$19.8K
214
+98%
建仓
TFX
TELEFLEX INCORPORATED COM
+$19.7K
79
建仓
—
DHT HOLDINGS INCORPORATED SHS NEW
+$19.6K
2,000
增持
ABBV
ABBVIE INCORPORATED
+$19.3K
920
+11%
清仓
—
INVESCO BULLETSHARES 2023 HIGH YIELD CORPORATE BOND ETF
-$19.0K
0
-100%
增持
LOW
LOWES COMPANIES INCORPORATED
+$18.9K
748
+5%
清仓
—
PROSHARES TR ULTRASHRT S&P500
-$18.6K
0
-100%
建仓
SDZNY
SANDOZ GROUP AG SPONSORED ADS
+$18.2K
566
减持
MNST
MONSTER BEVERAGE CORP NEW COM
-$17.7K
56
-86%
减持
ADBE
ADOBE INC COM
-$17.3K
112
-32%
减持
VOO
VANGUARD S&P 500 ETF
-$17.1K
1,678
-12%
减持
SLB
SCHLUMBERGER LIMITED COM USD0.01
-$17.0K
1,527
-8%
增持
T
AT&T INCORPORATED
+$16.9K
6,750
+5%
增持
—
UBS GROUP AG
+$16.8K
903
+100%
减持
KCE
SPDR S&P CAPITAL MARKETSETF
+$16.7K
1,451
-4%
减持
SONY
SONY GROUP CORPORATION SPON ADS EACH REPR 1 ORD SHS
-$16.4K
110
-66%
增持
TTWO
TAKE-TWO INTERACTIVE SOFTWARE INC
+$16.1K
113
+653%
增持
ULTA
ULTA BEAUTY INCORPORATED
+$15.9K
87
+30%
清仓
EME
EMCOR GROUP INC COM STK USD0.01
-$15.8K
0
-100%
减持
MCK
MCKESSON CORP
-$15.6K
140
-24%
建仓
MUFG
MITSUBISHI UFJ FINANCIAL GROUP INC SPON ADS EACH REP 1 ORD SHS
+$15.5K
1,800
