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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 1
增持 36
减持 22
清仓 91
方向
标的
Δ市值
现股数(环比)
增持
MGK
VANGUARD MEGA CAP GROWTHETF
+$32.9M
119,122
+592%
减持
RSP
INVSC S P 500 EQUAL WEIGHT ETF
-$12.6M
239,290
-29%
增持
VUG
VANGUARD GROWTH ETF
+$6.3M
16,424
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。
+547367%
增持
KO
THE COCA-COLA CO
+$5.6M
145,360
+89%
增持
IJR
ISHARES TR CORE S&P SCP ETF
+$4.4M
67,660
+104%
增持
TBLL
INVESCO SHORT TERM TREASURY ETF
+$4.3M
69,821
+142%
减持
SPTS
SPDR PORTFOLIO SHORT TERM TREASURY ETF
-$3.6M
98,866
-56%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$3.2M
21,616
+100%
增持
HD
HOME DEPOT INCORPORATED
+$3.2M
19,690
+42%
增持
MSFT
MICROSOFT CORPORATION
+$3.2M
23,934
+51%
增持
WMT
WALMART INCORPORATED
+$2.3M
57,402
+70%
增持
CGMS
CAPITAL GROUP U S MULTI SEC ETF
+$2.2M
264,173
+38%
清仓
GBIL
GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF
-$2.0M
0
-100%
增持
SO
SOUTHERN COMPANY
+$1.7M
36,686
+77%
增持
IVV
ISHARES CORE S&P 500 ETF
+$1.5M
36,144
+2%
增持
CAT
CATERPILLAR INCORPORATED
+$1.3M
5,714
+98%
增持
JNJ
JOHNSON & JOHNSON
+$1.3M
18,474
+57%
增持
PEP
PEPSICO INCORPORATED
+$1.1M
12,756
+92%
增持
LLY
ELI LILLY &CO COM
+$1.1M
2,580
+89%
增持
IXUS
ISHARES CORE MSCI TOTL INTL STCK ETF
+$1.0M
163,808
+2%
增持
PM
PHILIP MORRIS INTERNATIONAL INCORPORATED
+$963.6K
12,058
+144%
减持
GPC
GENUINE PARTS COMPANY
-$701.4K
5,079
-50%
增持
IJH
ISHARES CORE S&P MID CAPETF
+$668.9K
124,902
+3%
减持
GOOG
ALPHABET INCORPORATED CAP STK CLASS C
-$642.7K
11,758
-17%
减持
GOOGL
ALPHABET INCORPORATED CAP STK CLASS A
-$627.4K
3,511
-47%
减持
AMZN
AMAZON COM INCORPORATED
-$570.9K
8,640
-23%
增持
REET
ISHS TRUST-GLO.R ETF
+$569.9K
159,726
+1%
减持
—
Raymond James Bank
-$568.7K
1,723,354
-25%
增持
AGG
ISHARES CORE US AGGREGATE BOND ETF
+$561.4K
111,800
+1%
增持
CGMU
CAPITAL GROUP MUNICIPAL INC ETF
+$529.2K
36,644
+106%
清仓
ADP
AUTOMATIC DATA PROCESSING INCORPORATED
-$439.4K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW
-$436.9K
1,932
-41%
增持
ACWI
ISHARES TR MSCI ACWI ETF
+$419.5K
26,938
+8%
减持
—
EXXON MOBIL CORP
-$417.4K
8,855
-30%
清仓
ORCL
ORACLE CORPORATION
-$405.1K
0
-100%
清仓
CMCSA
COMCAST CORPORATION NEW CLASS A
-$400.1K
0
-100%
减持
SGOV
ISHARES 0 TO 3 MNTH TREASURY BND ETF
-$390.5K
2,285
-63%
增持
VNQ
VANGUARD REAL ESTATE ETF
+$382.2K
6,832
+102%
清仓
NVS
NOVARTIS AG SPONSORED ADR
-$349.8K
0
-100%
清仓
—
BLACKROCK INCORPORATED
-$335.4K
0
-100%
减持
AAPL
APPLE INC
+$331.4K
76,897
-8%
增持
CVX
CHEVRON CORPORATION NEW
+$319.4K
9,042
+40%
减持
CSCO
CISCO SYSTEMS INCORPORATED
-$318.2K
6,198
-55%
减持
AXP
AMERICAN EXPRESS COMPANY
-$315.6K
2,658
-41%
清仓
—
US Bank
-$310.5K
0
-100%
清仓
MMM
3M COMPANY
-$303.9K
0
-100%
清仓
DE
DEERE & COMPANY
-$302.6K
0
-100%
清仓
CF
CF INDUSTRIES HLDGS INCORPORATED
-$300.2K
0
-100%
增持
SUTXX
SCHWAB US TREASURY MONEY ULTRA
+$279.7K
1,390,880
+25%
增持
LMT
LOCKHEED MARTIN CORPORATION
+$270.4K
942
+57%
清仓
VTES
VANGUARD SHORT-TERM TAX EXEMPT BD ETF
-$262.0K
0
-100%
清仓
CVS
CVS HEALTH CORPORATION COM USD0.01
-$261.2K
0
-100%
清仓
RTX
RTX CORPORATION COM USD1.00
-$249.7K
0
-100%
清仓
SCHZ
SCHWAB US AGGREGATE BONDETF
-$234.3K
0
-100%
清仓
INTC
INTEL CORPORATION
-$234.2K
0
-100%
清仓
QCOM
QUALCOMM INCORPORATED
-$224.4K
0
-100%
清仓
SHEL
SHELL PLC SPON ADS EA REP 2 ORD SHS
-$224.3K
0
-100%
减持
V
VISA INCORPORATED COM CLASS A
-$220.2K
2,548
-27%
清仓
EMR
EMERSON ELECTRIC CO
-$211.9K
0
-100%
清仓
IBM
INTERNATIONAL BUSINESS MACHINES
-$210.5K
0
-100%
增持
ITOT
ISHARES CORE S&P TOTAL US STOCK MARKET ETF
+$204.5K
23,623
+2%
清仓
FLDR
FIDELITY LOW DURATION BOND FACTOR ETF
-$192.4K
0
-100%
清仓
OIH
VANECK OIL SERVICES ETF
-$182.8K
0
-100%
清仓
AVGO
BROADCOM INC COM
-$179.2K
0
-100%
清仓
WSO
WATSCO INCORPORATED
-$178.8K
0
-100%
增持
DIS
DISNEY WALT COMPANY
+$173.3K
6,712
+41%
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LIMITED SPONSORED ADS
-$172.1K
0
-100%
清仓
DUK
DUKE ENERGY CORPORATION NEW COM NEW
-$171.7K
0
-100%
清仓
T
AT&T INCORPORATED
-$171.0K
0
-100%
清仓
TGT
TARGET CORPORATION
-$169.1K
0
-100%
清仓
IWB
ISHARES RUSSELL 1000 INDEX FUND
-$168.0K
0
-100%
减持
SNOXX
SCHWAB TREASURY OBLIG MONEY INV
-$165.1K
164,815
-50%
清仓
MCD
MCDONALDS CORPORATION
-$160.0K
0
-100%
清仓
XLK
TECHNOLOGY SELECT SECTORSPDR ETF
-$159.2K
0
-100%
清仓
XNTK
SPDR NYSE TECHNOLOGY ETF
-$157.9K
0
-100%
清仓
DOW
DOW INCORPORATED
-$156.4K
0
-100%
减持
MUB
ISHARES NATIONAL MUNI BOND ETF
+$151.7K
73,126
-0%
清仓
KCE
SPDR S&P CAPITAL MARKETSETF
-$149.6K
0
-100%
清仓
XLF
SELECT STR FINANCIAL SELECT SPDR ETF
-$149.1K
0
-100%
清仓
GE
GE AEROSPACE COM NEW
-$148.9K
0
-100%
清仓
XHB
SPDR S&P HOMEBUILDERS ETF
-$148.1K
0
-100%
清仓
FDX
FEDEX CORPORATION
-$147.9K
0
-100%
清仓
—
INVESCO COLLEGEBOUND MODERATE COLLEGE PORTFOLIO CL I N/L
-$145.7K
0
-100%
清仓
VGIT
VANGUARD INTERMEDIATE-TERM TREASURY ETF
-$144.9K
0
-100%
清仓
VTWO
VANGUARD RUSSELL 2000 ETF
-$143.4K
0
-100%
清仓
DHR
DANAHER CORPORATION COM
-$142.2K
0
-100%
清仓
IVW
ISHARES TR S&P 500 GRWT ETF
-$138.8K
0
-100%
清仓
JSCVX
JANUS HENDERSON SMALL CAP VALUE T
-$138.5K
0
-100%
清仓
ABCB
AMERIS BANCORP
-$137.4K
0
-100%
清仓
ICE
INTERCONTINENTAL EXCHANGE INCORPORATED
-$137.4K
0
-100%
减持
COST
COSTCO WHOLESALE CORPORATION NEW
-$135.6K
1,616
-12%
增持
SPY
SPDR S&P 500 ETF
+$134.5K
1,742
+10%
清仓
—
OAKMARK INTERNATIONAL SMALL CAP INVESTOR
-$133.3K
0
-100%
清仓
—
DUPONT DE NEMOURS INCORPORATED
-$132.7K
0
-100%
清仓
AOM
ISHARES CORE MODERATE ALLOCATION ETF
-$132.2K
0
-100%
清仓
LOW
LOWES COMPANIES INCORPORATED
-$131.6K
0
-100%
减持
MRK
MERCK & COMPANY INCORPORATED
-$131.5K
7,908
-5%
增持
BTI
BRITISH AMERN TOB PLC FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS
+$125.7K
21,506
+1%
建仓
—
INVESCO PREMIER PORTFOLIO INSTL CL M/M
+$125.4K
125,366
清仓
USB
US BANCORP DEL
-$125.0K
0
-100%
清仓
GLD
SPDR GOLD SHARES
-$124.3K
0
-100%
清仓
UPS
UNITED PARCEL SERVICE INCORPORATED CLASS B
-$123.4K
0
-100%
减持
—
American Express National Bank
-$123.1K
24,764
-83%
增持
UNH
UNITEDHEALTH GROUP INCORPORATED
+$121.6K
1,572
+0%
清仓
WMB
WILLIAMS COS INC
-$120.2K
0
-100%
清仓
SWPPX
SCHWAB S&P 500 INDEX
-$118.9K
0
-100%
清仓
VRSK
VERISK ANALYTICS INCORPORATED
-$117.5K
0
-100%
清仓
MCK
MCKESSON CORP
-$111.6K
0
-100%
清仓
IAGG
ISHARES INTL AGGREGATE BOND
-$110.1K
0
-100%
清仓
—
HSBC Bank USA
-$109.8K
0
-100%
清仓
NEE
NEXTERA ENERGY INCORPORATED
-$107.6K
0
-100%
清仓
—
JPMORGAN EUROPE DYNAMIC L
-$107.5K
0
-100%
清仓
CARR
CARRIER GLOBAL CORPORATION COM
-$106.5K
0
-100%
清仓
GS
GOLDMAN SACHS GROUP INCORPORATED
-$103.6K
0
-100%
清仓
VEA
VANGUARD DEVELOPED MARKETS INDEX FUND ETF
-$102.7K
0
-100%
清仓
USRT
ISHARES CORE US REIT ETF
-$102.7K
0
-100%
清仓
NVO
NOVO NORDISK A/S ADR-EACH CNV INTO 1 CLASS B DKK1
-$101.8K
0
-100%
减持
QQQE
DIREXION NASDAQ 100 EQL WGHT IDX ETF
-$100.7K
2,973
-28%
清仓
IBB
ISHARES TR ISHARES BIOTECH
-$100.2K
0
-100%
清仓
—
ACCENTURE PLC
-$99.9K
0
-100%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$98.5K
0
-100%
清仓
PSX
PHILLIPS 66
-$98.4K
0
-100%
增持
TFC
TRUIST FINL CORPORATION
+$98.2K
24,336
+0%
清仓
—
PINNACLE FINL PARTNERS INCORPORATED
-$97.8K
0
-100%
增持
ICSH
ISHARES TR BLACKROCK ULTRA
+$97.8K
79,380
+2%
清仓
SDY
SPDR SER TR S&P DIVID ETF
-$96.8K
0
-100%
清仓
QQQ
INVESCO QQQ TR
-$95.8K
0
-100%
增持
BND
VANGUARD BD INDEX FDS TOTAL BND MRKT
+$95.8K
26,685
+1%
清仓
CRM
SALESFORCE INCORPORATED
-$95.4K
0
-100%
清仓
WFC
WELLS FARGO CO NEW COM
-$93.5K
0
-100%
清仓
KMI
KINDER MORGAN INCORPORATED DEL
-$91.8K
0
-100%
清仓
ICLN
ISHARES TR GL CLEAN ENE ETF
-$91.3K
0
-100%
清仓
BA
BOEING COMPANY
-$91.0K
0
-100%
清仓
CTVA
CORTEVA INCORPORATED
-$90.6K
0
-100%
清仓
ABBV
ABBVIE INCORPORATED
-$86.8K
0
-100%
清仓
SCMB
SCHWAB MUNICIPAL BOND ETF
-$86.6K
0
-100%
清仓
VXF
VANGUARD EXTENDED MARKETS INDEX FUND
-$85.9K
0
-100%
清仓
SDG
ISHARES TRUST ISHARES MSCI GLOBAL SUSTAINABLE DEVELOPMENT GOALS ETF
-$83.5K
0
-100%
增持
META
META PLATFORMS INC CLASS A
+$82.2K
1,188
+0%
清仓
—
FERRARI N V
-$81.7K
0
-100%
清仓
EFA
ISHARES MSCI EAFE ETF
-$78.9K
0
-100%
减持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND
+$78.4K
25,882
-2%
清仓
UNP
UNION PAC CORP COM
-$78.3K
0
-100%
清仓
—
Huntington National Bank
-$77.9K
0
-100%
清仓
VNQI
VANGUARD GLOBAL EX-US REAL ESTATE INDEX FD ETF
-$77.7K
0
-100%
清仓
OTIS
OTIS WORLDWIDE CORPORATION
-$77.0K
0
-100%
减持
VOO
VANGUARD INDEX FUNDS S&P 500 ETF USD
-$76.7K
785
-20%
清仓
—
DODGE & COX GLOBAL BOND I
-$76.3K
0
-100%
清仓
—
SUPER MICRO COMPUTER INC COM USD0.001
-$74.7K
0
-100%
清仓
VRTX
VERTEX PHARMACEUTICALS INC
-$74.1K
0
-100%
