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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 39
增持 44
减持 58
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
SPTS
SPDR SHORT TERM TREASURYETF
-$5.6M
225,918
-46%
增持
MGK
VANGUARD MEGA CAP GROWTHETF
+$5.2M
17,212
+2615%
建仓
CGMS
CAPITAL GRP FIXED INCM ETF TR US MULTI-SECTOR
+$5.2M
191,358
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
RSP
INVSC S P 500 EQUAL WEIGHT ETF
-$4.7M
337,582
-5%
建仓
TBLL
Invesco Short Term Treasury ETF
+$3.0M
28,877
减持
AAPL
APPLE INCORPORATED
+$2.7M
83,401
-4%
增持
IVV
ISHARES CORE S&P 500 ETF
+$2.1M
35,298
+8%
建仓
GBIL
GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF
+$2.0M
19,822
减持
SGOV
ISHARES TR 0-3 MNTH TREASRY
-$1.9M
6,163
-75%
减持
FLDR
FIDELITY LOW DURATION BOND FACTOR ETF
-$1.3M
3,856
-87%
建仓
VFIAX
VANGUARD 500 INDEX ADMIRAL
+$1.3M
2,566
建仓
SUTXX
SCHWAB US TREASURY MONEY ULTRA
+$1.1M
1,111,166
增持
MUB
ISHARES NATIONAL MUNI BOND ETF
+$870.3K
73,130
+14%
减持
HD
HOME DEPOT INCORPORATED
-$791.0K
13,876
-4%
增持
ICSH
ISHARES TR BLACKROCK ULTRA
+$672.7K
77,775
+21%
增持
BTI
BRITISH AMERICAN TOBACCO LVL II ADR EACH REP 1 ORD GBP0.25 BNY
+$646.3K
21,370
+4334%
建仓
CGMU
CAPITAL GRP FIXED INCM ETF TR MUNICIPAL INCOME
+$477.1K
17,754
建仓
VEIRX
VANGUARD EQUITY-INCOME ADM
+$475.6K
5,348
减持
GOOG
ALPHABET INCORPORATED CAP STK CLASS C
+$426.0K
14,222
-1%
增持
—
FIMM TREASURY ONLY PORTFOLIO MONEY MARKET INSTL CL M/M
+$422.6K
572,721
+281%
增持
IXUS
ISHARES TR CORE MSCI
+$379.6K
160,862
+4%
减持
—
TriState Capital Bank
-$375.3K
55,559
-87%
增持
GPN
GLOBAL PMTS INCORPORATED
-$346.5K
9,448
+0%
建仓
VSMAX
VANGUARD SMALL CAP INDEX ADM
+$304.8K
2,914
建仓
VTIAX
VANGUARD TOTAL INTL STOCK INDEX ADMIRAL
+$292.0K
9,022
减持
CAT
CATERPILLAR INCORPORATED
-$288.9K
2,880
-15%
清仓
—
BLACKSTONE REAL ESTATE INCOME TRUST CLASS I
-$282.0K
0
-100%
减持
MSFT
MICROSOFT CORPORATION
-$279.7K
15,879
-10%
增持
WMT
WALMART INCORPORATED
+$266.3K
33,780
+1%
建仓
HACAX
HARBOR CAPITAL APPRECIATION INSTL
+$254.9K
2,181
建仓
FLMVX
JPMORGAN MID CAP VALUE L
+$253.2K
6,784
减持
SCHO
SCHWAB SHORT TERM US TREASURY ETF
-$252.5K
12,948
-29%
建仓
VIMAX
VANGUARD MID CAP INDEX ADMIRAL
+$252.2K
841
建仓
RTX
RTX CORPORATION COM USD1.00
+$249.7K
2,487
建仓
—
OAKMARK INTERNATIONAL INSTITUTIONAL
+$248.2K
9,666
减持
REET
ISHARES TRUST GLOBAL REIT ETF
-$238.0K
158,848
-4%
建仓
SCHZ
SCHWAB US AGGREGATE BONDETF
+$234.3K
5,141
减持
VTES
VANGUARD SHORT-TERM TAX EXEMPT BD ETF
-$233.9K
2,618
-47%
减持
QQQE
DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES
-$233.9K
4,157
-38%
增持
ITOT
ISHARES CORE S&P US STOCK MARKET ETF
+$229.7K
23,261
+6%
建仓
—
VIRTUS ZEVENBERGEN TECHNOLOGY INST
+$222.6K
2,687
建仓
VGHAX
VANGUARD HEALTH CARE ADM
+$216.3K
2,331
减持
COST
COSTCO WHOLESALE CORPORATION NEW
+$213.6K
1,845
-0%
减持
—
ENERGIES SE
-$210.1K
475
-81%
减持
BND
VANGUARD BD INDEX FDS BND MRKT
-$203.5K
26,490
-9%
减持
GOOGL
ALPHABET INCORPORATED CAP STK CLASS A
+$202.2K
6,641
-1%
减持
IWM
ISHARES RUSSELL 2000 ETF
-$194.9K
2,348
-26%
增持
LLY
ELI LILLY &CO COM
+$183.8K
1,362
+1%
清仓
FLDB
FIDELITY LOW DURATION BD ETF
-$183.0K
0
-100%
增持
—
US Bank
+$181.2K
310,510
+140%
增持
IJR
ISHARES TR CORE S&P SCP ETF
+$176.7K
33,105
+9%
减持
VTEB
VANGUARD MUN BD FDS TAX EXEMPT BD
-$173.7K
11,801
-22%
减持
GPC
GENUINE PARTS COMPANY
-$172.8K
10,200
-0%
减持
VOO
VANGUARD INDEX FUNDS S&P 500 ETF USD
-$167.9K
982
-28%
增持
TGT
TARGET CORPORATION
+$163.6K
1,142
+1328%
减持
JNJ
JOHNSON &JOHNSON COM USD1.00
-$156.6K
11,777
-1%
减持
DIS
WALT DISNEY CO
-$152.2K
4,756
-7%
建仓
XLF
SELECT STR FINANCIAL SELECT SPDR ETF
+$149.1K
3,627
增持
—
Raymond James Bank
+$146.5K
2,292,051
+7%
增持
RSPU
INVESCO S&P 500 EQUAL WEIGHT UTILITIES ETF
+$141.6K
3,339
+262%
清仓
KRE
SPDR S&P REGIONAL BANKING ETF
-$140.8K
0
-100%
建仓
JSCVX
JANUS HENDERSON SMALL CAP VALUE T
+$138.5K
5,699
增持
NVDA
NVIDIA CORPORATION COM
+$134.0K
8,073
+744%
建仓
—
OAKMARK INTERNATIONAL SMALL CAP INVESTOR
+$133.3K
7,021
减持
TRV
TRAVELERS COMPANIES INCORPORATED
-$123.4K
283
-72%
建仓
SWPPX
SCHWAB S&P 500 INDEX
+$118.9K
1,411
建仓
—
JPMORGAN EUROPE DYNAMIC L
+$107.5K
3,237
减持
INTC
INTEL CORPORATION
-$106.5K
7,564
-2%
增持
—
HSBC Bank USA
+$103.3K
109,802
+1599%
减持
KO
THE COCA-COLA CO
+$102.5K
76,853
-2%
减持
SBUX
STARBUCKS CORPORATION
-$99.8K
310
-77%
减持
CVS
CVS HEALTH CORPORATION COM USD0.01
-$99.3K
4,423
-2%
增持
QQQ
INVESCO QQQ TR
+$95.2K
200
+852%
建仓
SCMB
SCHWAB MUNICIPAL BOND ETF
+$86.6K
1,685
减持
MRK
MERCK &CO. INC COM
-$84.9K
8,316
-2%
减持
AMRC
AMERESCO INCORPORATED CLASS A
-$82.8K
1,288
-13%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$81.3K
10,826
-0%
减持
JPM
JPMORGAN CHASE &CO. COM
-$81.2K
7,426
-6%
减持
SO
SOUTHERN COMPANY
+$75.4K
20,738
-3%
建仓
GLDM
WORLD GOLD TR SPDR GOLD MINISHARES TR NEW
+$73.0K
1,583
减持
IAGG
ISHARES INTL AGGREGATE BOND
-$72.3K
2,205
-40%
清仓
—
WORLD GOLD TR SPDR GOLD MINISHARES TR NEW
-$69.7K
0
-100%
增持
WFC
WELLS FARGO CO NEW COM
+$68.0K
1,574
+258%
减持
PEP
PEPSICO INCORPORATED
-$67.8K
6,655
-0%
建仓
—
U.S. TREASURY BOND STRIPPED PRINCIPAL PAYMENT
+$67.3K
80,000
增持
AOA
ISHARES CORE AGGRESSIVE ALLOCATION ETF
+$65.3K
5,210
+18%
增持
ACWI
ISHARES TR MSCI ACWI ETF
+$64.5K
24,920
+0%
减持
AOM
ISHARES CORE MODERATE ALLOCATION ETF
-$58.5K
3,073
-31%
减持
AMZN
AMAZON.COM INC
+$57.6K
11,285
-4%
减持
CVX
CHEVRON CORPORATION NEW
-$55.5K
6,471
-4%
建仓
SECT
MAIN SECTOR ROTATION ETF
+$54.3K
1,063
增持
ORCL
ORACLE CORPORATION
+$54.1K
2,869
+3%
增持
SWTXX
SCHWAB MUNICIPAL MONEY INV
+$53.9K
53,943
增持
AGG
ISHARES TR CORE US AGGBD ET
+$52.5K
110,854
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW
-$49.8K
3,260
-0%
增持
UPS
UNITED PARCEL SERVICE INCORPORATED CLASS B
+$48.8K
902
+80%
增持
—
EXXON MOBIL CORPORATION
+$47.5K
12,632
+4%
减持
VZ
VERIZON COMMUNICATN
-$45.0K
6,933
-12%
减持
FRBXX
FIMM TREASURY PORTFOLIO MONEY MARKET INSTL CL M/M
-$44.2K
117,858
-27%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LIMITED SPONSORED ADS
+$43.0K
990
+4%
清仓
PSCI
TRAVELERS COMPANIES INC COM STK NPV
-$41.0K
0
-100%
建仓
VHYAX
VANGUARD HIGH DIVIDEND YIELD INDEX ADM
+$39.7K
1,110
建仓
GEV
GE VERNOVA INCORPORATED
+$39.6K
231
建仓
VDIGX
VANGUARD DIVIDEND GROWTH FUND INV
+$38.2K
1,002
增持
BAC
BANK AMERICA CORPORATION
+$37.8K
5,281
+16%
清仓
ARKK
ARK ETF TRUST INNOVATION ETF
-$35.1K
0
-100%
减持
BINC
BLACKROCK ETF TRUST II FLEXIBLE INCOME
-$34.6K
35
-95%
建仓
VO
VANGUARD MID CAP ETF
+$34.1K
141
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$33.2K
121,583
+4%
增持
UNH
UNITEDHEALTH GROUP INCORPORATED
+$33.2K
1,566
+1%
增持
AVGO
BROADCOM INC COM
+$32.1K
112
+1%
增持
WSO
WATSCO INCORPORATED
+$31.9K
386
+14%
建仓
SOLV
SOLVENTUM CORPORATION COM SHS
+$31.8K
602
减持
PM
PHILIP MORRIS INTERNATIONAL INCORPORATED
+$31.5K
4,936
-4%
减持
PG
PROCTER AND GAMBLE COMPANY
-$31.4K
6,815
-4%
建仓
VEIPX
VANGUARD EQUITY-INCOME INV
+$31.4K
740
增持
CSCO
CISCO SYSTEMS INCORPORATED
-$31.0K
13,641
+0%
建仓
VWINX
VANGUARD WELLESLEY INCOME INV
+$29.3K
1,172
减持
IUSB
ISHARES TR CORE USD
-$28.3K
11,755
-4%
减持
SDY
SPDR SER TR S&P DIVID ETF
-$28.2K
761
-20%
减持
MO
ALTRIA GROUP INCORPORATED
-$28.1K
6,106
-13%
减持
QCOM
QUALCOMM INCORPORATED
+$28.1K
1,127
-3%
清仓
PSCT
TOTAL ENERGIES SE
-$27.1K
0
-100%
建仓
VIGAX
VANGUARD GROWTH INDEX ADMIRAL
+$25.8K
134
增持
GE
GE AEROSPACE COM NEW
+$25.8K
937
+34%
建仓
IMO
IMPERIAL OIL COM NPV ISIN #CA4530384086 SEDOL #2454241
+$25.0K
366
减持
DIA
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
-$24.5K
100
-38%
建仓
RNST
RENASANT CORP
+$24.4K
798
增持
SPG
SIMON PROPERTY GROUP INC
+$24.3K
182
+727%
建仓
VTMGX
VANGUARD DEVELOPED MARKETS INDEX ADMIRAL
+$23.1K
1,461
减持
NVS
NOVARTIS AG SPONSORED ADR
+$22.5K
3,286
-3%
减持
VEA
VANGUARD DEVELOPED MARKETS INDEX FUND ETF
-$22.1K
2,078
-16%
减持
FSLR
FIRST SOLAR INCORPORATED
-$21.9K
209
-49%
增持
V
VISA INCORPORATED COM CLASS A
-$21.2K
3,508
+4%
减持
CRM
SALESFORCE INCORPORATED
-$21.2K
371
-4%
增持
FCX
FREEPORT-MCMORAN INC COM USD0.10
+$21.0K
589
+261%
增持
DUK
DUKE ENERGY CORPORATION NEW COM NEW
+$20.7K
1,713
+10%
减持
LOW
LOWES COMPANIES INCORPORATED
-$20.7K
597
-0%
减持
XYL
XYLEM INCORPORATED
-$20.4K
150
-52%
建仓
SMH
VANECK ETF TRUST SEMICONDUCTR ETF
+$20.2K
77
减持
FTNT
FORTINET INC COM USD0.001
-$20.0K
80
-90%
建仓
VVIAX
VANGUARD VALUE INDEX ADM
+$19.7K
315
增持
PNC
PNC FINANCIAL SERVICES GROUP COM USD5
+$19.2K
139
+827%
清仓
SWK
STANLEY BLACK & DECKER INC
-$18.7K
0
-100%
清仓
—
NUVEEN CO 529 IN SCHOOL PORTFOLIO CL A M/F
-$18.6K
0
-100%
增持
MCK
MCKESSON CORP
+$18.1K
191
+10%
增持
AMT
AMERICAN TOWER CORP NEW COM
+$17.8K
106
+657%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$17.6K
158
+17%
减持
PFE
PFIZER INCORPORATED
-$17.6K
14,476
-5%
增持
SHEL
SHELL PLC SPON ADS EA REP 2 ORD SHS
+$17.1K
3,108
+1%
