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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 13
增持 68
减持 57
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
RSP
INVSC S P 500 EQUAL WEIGHT ETF
+$4.7M
355,527
+1%
减持
AAPL
APPLE INCORPORATED
-$4.0M
86,621
-11%
增持
IVV
ISHARES CORE S&P 500 ETF
+$2.3M
32,681
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。
+5%
增持
SGOV
ISHARES TR 0-3 MNTH TREASRY
+$2.0M
24,992
+400%
建仓
FLDR
FIDELITY LOW DURATION BOND FACTOR ETF
+$1.5M
30,071
增持
IJH
ISHARES CORE S&P MID-CAPETF
+$804.7K
116,592
+415%
增持
IXUS
ISHARES TR CORE MSCI
+$723.0K
154,556
+3%
减持
—
FIMM TREASURY ONLY PORTFOLIO MONEY MARKET INSTL CL M/M
-$510.9K
150,146
-77%
减持
JNJ
JOHNSON &JOHNSON COM USD1.00
-$469.2K
11,870
-21%
清仓
—
FIMM GOVERNMENT PORTFOLIO MONEY MARKET INSTL CL M/M
-$423.7K
0
-100%
增持
AMZN
AMAZON.COM INC
+$355.9K
11,771
+1%
增持
ITOT
ISHARES CORE S&P US STOCK MARKET ETF
+$355.0K
21,971
+6%
建仓
—
BLACKSTONE REAL ESTATE INCOME TRUST CLASS I
+$282.0K
19,921
增持
LLY
ELI LILLY &CO COM
+$281.9K
1,349
+2%
减持
VTWO
VANGUARD RUSSELL 2000 ETF
-$271.6K
1,750
-66%
增持
AOA
ISHARES CORE AGGRESSIVE ALLOCATION ETF
+$264.1K
4,415
+406%
增持
ACWI
ISHARES TR MSCI ACWI ETF
+$262.6K
24,848
+2%
增持
SCHO
SCHWAB SHORT-TERM U.S. TREASURY ETF
+$254.8K
18,164
+42%
减持
NVDA
NVIDIA CORPORATION COM
+$251.5K
956
-23%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$250.5K
10,830
+0%
增持
MUB
ISHARES NATIONAL MUNI BOND ETF
+$249.7K
64,328
+5%
增持
JPM
JPMORGAN CHASE & COMPANY
+$244.5K
7,905
+0%
减持
UNH
UNITEDHEALTH GROUP INCORPORATED
-$236.3K
1,545
-19%
增持
—
RTX CORPORATION COM USD1.00
+$220.3K
2,479
+872%
增持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
+$216.9K
15,119
+41%
减持
CSCO
CISCO SYSTEMS INCORPORATED
-$209.7K
13,607
-23%
减持
VTES
VANGUARD SHORT-TERM TAX EXEMPT BD ETF
-$204.9K
4,924
-29%
增持
WMT
WALMART INCORPORATED
+$202.8K
33,570
+191%
减持
—
Raymond James Bank
-$202.2K
2,145,576
-9%
增持
GPC
GENUINE PARTS COMPANY
+$201.4K
10,222
+2%
增持
META
META PLATFORMS INCORPORATED CLASS A
+$189.9K
1,200
+8%
清仓
RTX
RTX CORPORATION
-$187.6K
0
-100%
减持
CAT
CATERPILLAR INCORPORATED
+$185.5K
3,408
-5%
增持
AXP
AMERICAN EXPRESS COMPANY
+$184.6K
4,476
+0%
建仓
FLDB
FIDELITY LOW DURATION BD ETF
+$183.0K
3,655
建仓
MGK
VANGUARD MEGA CAP GROWTH ETF
+$181.8K
634
减持
DIS
WALT DISNEY CO
+$152.2K
5,103
-2%
减持
GOOG
ALPHABET INCORPORATED CAP STK CLASS C
+$143.2K
14,334
-1%
增持
AGG
ISHARES TR CORE US AGGBD ET
+$142.9K
109,333
+3%
增持
GOOGL
ALPHABET INCORPORATED CAP STK CLASS A
+$142.9K
6,675
+8%
增持
IJR
ISHARES TR CORE S&P SCP ETF
+$142.4K
30,350
+2%
建仓
KRE
SPDR S&P REGIONAL BANKING ETF
+$140.8K
2,801
减持
HD
HOME DEPOT INCORPORATED
+$137.7K
14,506
-7%
减持
SPTI
SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF
-$135.2K
6
-100%
减持
SPTS
SPDR PORTFOLIO SHORT TERM TREASURY ETF
-$128.2K
420,056
-1%
建仓
SDY
SPDR SER TR S&P DIVID ETF
+$124.9K
952
减持
—
EXXON MOBIL CORPORATION
+$124.9K
12,111
-6%
减持
QQQ
CNO FINANCIAL GROUP INC
-$122.9K
21
-93%
清仓
SGOL
ABERDEEN PHYSICAL GOLD SHARES ETF
-$118.4K
0
-100%
增持
ICSH
ISHARES TR BLACKROCK ULTRA
+$109.4K
64,424
+3%
清仓
XES
SPDR S&P OIL & GAS EQUIP& SERVS ETF
-$109.0K
0
-100%
减持
—
American Express National Bank
-$104.7K
155,735
-40%
清仓
—
INVESCO BULLETSHARES 2025 CORPORATE BOND ETF
-$103.5K
0
-100%
减持
—
ALPS/CORECOMMODITY MGMT CMPLT COMMODITIES STRGY CL I N/L
-$97.8K
11,503
-54%
增持
TSLA
TESLA INCORPORATED
-$96.9K
1,836
+9%
增持
—
Huntington National Bank
+$91.9K
91,936
清仓
—
WELLS FARGO & CO PFD
-$90.2K
0
-100%
增持
TFC
TRUIST FINL CORPORATION
+$88.4K
24,332
+4%
减持
V
VISA INCORPORATED COM CLASS A
-$84.1K
3,375
-14%
减持
PG
PROCTER AND GAMBLE COMPANY
+$83.2K
7,123
-3%
减持
BRK/B
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW
-$80.3K
3,272
-20%
增持
AMRC
INVESCO QQQ TR
+$79.1K
1,488
+16%
清仓
—
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF
-$75.7K
0
-100%
减持
MRK
MERCK &CO. INC COM
+$74.6K
8,446
-11%
减持
VOO
VANGUARD S&P 500 ETF
-$74.3K
1,371
-18%
减持
MCD
MCDONALDS CORPORATION
-$71.3K
622
-25%
增持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
+$66.3K
26,312
+0%
减持
AJG
GALLAGHER ARTHUR J & COMPANY
-$64.8K
1,000
-29%
清仓
GLDM
WORLD GOLD TR SPDR GOLD MINISHARES TR NEW
-$64.8K
0
-100%
增持
VZ
VERIZON COMMUNICATN
+$64.0K
7,886
+11%
增持
ORCL
ORACLE CORPORATION
+$63.4K
2,794
+2%
减持
MSFT
MICROSOFT CORPORATION
+$63.4K
17,548
-10%
减持
UPS
UNITED PARCEL SERVICE INCORPORATED CLASS B
-$63.1K
502
-43%
减持
INTC
INTEL CORPORATION
-$62.6K
7,715
-4%
减持
—
SUPER MICRO COMPUTER INC COM USD0.001
+$61.2K
87
-7%
增持
—
WORLD GOLD TR SPDR GOLD MINISHARES TR NEW
+$56.2K
1,583
+2130%
增持
—
TriState Capital Bank
+$54.4K
430,877
+14%
减持
KO
THE COCA-COLA CO
+$54.1K
78,311
-3%
增持
SO
SOUTHERN COMPANY
+$54.1K
21,372
+1%
减持
PFE
PFIZER INCORPORATED
-$53.0K
15,230
-8%
增持
NVO
NOVO NORDISK A/S ADR-EACH CNV INTO 1 CLASS B DKK1
+$52.3K
762
+73%
建仓
RSPU
INVESCO S&P 500 EQUAL WEIGHT UTILITIES ETF
+$52.2K
922
增持
MMM
3M COMPANY
+$51.4K
2,974
+23%
增持
T
AT&T INCORPORATED
+$50.9K
9,330
+38%
建仓
RSPR
INVESCO S&P 500 EQUAL WEIGHT REAL ESTATE ETF
+$50.7K
1,544
减持
HON
HONEYWELL INTERNATIONAL INC COM USD1
-$47.9K
24
-90%
减持
BMY
BRISTOL-MYERS SQUIBB COMPANY
-$47.1K
1,021
-49%
增持
AMLP
ALERIAN MLP ETF
+$46.7K
8,289
+2%
减持
BINC
BLACKROCK ETF TRUST II FLEXIBLE INCOME
-$45.8K
695
-56%
增持
REET
ISHARES TRUST GLOBAL REIT ETF
+$43.9K
166,014
+3%
增持
AOM
ISHARES CORE MODERATE ALLOCATION ETF
+$43.6K
4,457
+26%
减持
ABBV
ABBVIE INCORPORATED
-$43.0K
547
-41%
建仓
ELF
E L F BEAUTY INCORPORATED
+$42.2K
215
减持
SPY
SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT
+$41.8K
1,672
-5%
减持
VWIUX
VANGUARD INTERMEDIATE TERM TAX EXEMPT FUND ADMIRAL SHARES N/L
-$41.6K
11,888
-20%
减持
COST
COSTCO WHOLESALE CORPORATION NEW
-$40.8K
1,849
-13%
减持
—
Citibank
-$39.5K
219,649
-15%
减持
MDLZ
MONDELEZ INTL INC COM NPV
-$38.8K
1,063
-32%
增持
TRV
TARGET CORPORATION
+$38.5K
1,021
+2%
增持
PEP
PEPSICO INCORPORATED
+$38.2K
6,659
+0%
建仓
CPAY
CORPAY INC COM SHS
+$35.5K
115
增持
PANW
PALO ALTO NETWORKS INC COM USD0.0001
+$35.0K
192
+191%
增持
MO
ALTRIA GROUP INCORPORATED
+$34.6K
7,020
+4%
增持
—
US Bank
+$34.4K
129,278
+36%
减持
IWF
ISHARES TR RUS 1000 GRW ETF
-$34.1K
4,135
-12%
增持
ADP
AUTOMATIC DATA PROCESSING INCORPORATED
+$33.7K
1,841
+1%
减持
GE
GENERAL ELECTRIC CO COM NEW
+$32.6K
701
-1%
减持
SWTXX
SCHWAB MUNICIPAL MONEY INV
-$32.0K
0
-100%
增持
SAP
SAP ADR REP 1 ORD
+$32.0K
297
+77%
增持
EMR
EMERSON ELECTRIC CO
+$31.9K
1,931
+0%
增持
QQQE
DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES
+$31.5K
6,758
+0%
减持
—
ACCENTURE PLC
-$31.2K
329
-21%
增持
CRM
SALESFORCE INCORPORATED
+$30.8K
387
+19%
减持
—
BankUnited
-$30.7K
18,083
-63%
清仓
—
FLEETCOR TECHNOLOGIES INC COM USD0.001
-$30.5K
0
-100%
减持
FSLR
FIRST SOLAR INCORPORATED
-$30.4K
409
-29%
增持
NOW
SERVICENOW INCORPORATED
+$29.0K
51
+264%
增持
MCK
MCKESSON CORP
+$28.6K
174
+24%
清仓
—
INVESCO BULLETSHARES 2025 HIGH YIELD CORPORATE BOND ETF
-$28.5K
0
-100%
减持
CVX
CHEVRON CORPORATION NEW
+$28.4K
6,769
-3%
增持
AMD
ADVANCED MICRO DEVICES INC
+$27.7K
292
+72%
减持
IWM
ISHARES RUSSELL 2000 ETF
+$27.5K
3,192
-0%
增持
—
ASML HOLDING NV EUR0.09 NY REGISTRY SHS 2012
+$26.9K
55
+57%
增持
FRBXX
FIMM TREASURY PORTFOLIO MONEY MARKET INSTL CL M/M
+$26.5K
162,098
+20%
减持
RUN
SUNRUN INC COM
-$26.5K
450
-73%
减持
LIT
GLOBAL X LITHIUM & BATTERY TECH ETF
-$25.9K
663
-40%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LIMITED SPONSORED ADS
+$25.6K
949
-5%
增持
DHR
DANAHER CORPORATION COM
+$25.4K
541
+14%
减持
—
CIBC Bank USA
-$25.3K
12,121
-68%
增持
—
SYNOVUS FINL CORPORATION COM NEW
+$24.6K
9,261
+1%
增持
FISV
FISERV INC COM STK USD0.01
+$24.5K
504
+19%
增持
PSX
PHILLIPS 66
+$23.6K
697
+3%
减持
QCOM
QUALCOMM INCORPORATED
+$23.4K
1,160
-3%
减持
PM
PHILIP MORRIS INTERNATIONAL INCORPORATED
-$23.3K
5,116
-2%
减持
CVS
CVS HEALTH CORPORATION COM USD0.01
-$23.2K
4,520
-7%
建仓
CRK
COMSTOCK RES INCORPORATED
+$23.2K
2,500
增持
BA
BOEING COMPANY
-$22.7K
424
+6%
增持
HSBC
HSBC HLDGS PLC SPON ADR NEW
+$22.1K
1,031
+126%
增持
MU
MICRON TECHNOLOGY INCORPORATED
+$21.7K
488
+16%
增持
AMAT
APPLIED MATERIALS INC COM USD0.01
+$21.4K
173
+97%
增持
NBIX
NEUROCRINE BIOSCIENCES INC
+$20.8K
192
+347%
增持
GLD
SPDR GOLD TR GOLD SHS
+$20.3K
636
+10%
建仓
PATH
UIPATH INC CL A
+$19.8K
875
清仓
—
INVESCO BULLETSHARES 2024 HIGH YIELD CORPORATE BOND ETF
-$18.7K
0
-100%
增持
FDX
FEDEX CORPORATION
+$18.3K
463
+1%
减持
ULTA
ULTA BEAUTY INCORPORATED
-$18.1K
47
-46%
增持
EFA
ISHARES MSCI EAFE ETF
+$17.5K
906
+24%
清仓
TGTX
TG THERAPEUTICS INCORPORATED
-$17.1K
0
-100%
增持
BND
VANGUARD BD INDEX FDS BND MRKT
-$16.7K
29,079
+0%
建仓
—
CRISPR THERAPEUTICS AG COM CHF0.03
+$16.4K
240
