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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 97 项
建仓 17
增持 27
减持 45
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
RSP
INVSC S P 500 EQUAL
-$15.2M
157,764
-34%
减持
CGMS
CAPITAL GROUP U S MULTI
-$7.1M
8,405
-97%
建仓
CGSD
CAPITAL GRP SHRT
+$6.5M
252,425
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
KO
THE COCA-COLA CO
-$5.9M
73,197
-50%
减持
MSFT
MICROSOFT CORP
-$5.3M
11,785
-51%
减持
HD
HOME DEPOT INC
-$4.2M
9,658
-51%
减持
IJR
ISHARES CORE S&P SMALL
-$3.9M
34,999
-48%
建仓
CGUI
CAPITAL GROUP ULTRA SHORT INCOME ETF
+$3.1M
123,382
减持
VUG
VANGUARD GROWTH ETF
-$3.0M
8,026
-51%
减持
VTI
VANGUARD STOCK
-$3.0M
10,845
-50%
清仓
SPTS
SPDR PORTFOLIO SHORT TERM TREASURY ETF
-$2.9M
0
-100%
减持
WMT
WALMART INC
-$2.1M
28,101
-51%
减持
SO
SOUTHERN CO
-$1.8M
18,341
-50%
减持
JNJ
JOHNSON & JOHNSON
-$1.7M
9,238
-50%
减持
LLY
ELI LILLY & COMPANY
-$1.4M
1,196
-54%
减持
PEP
PEPSICO INCORPORATED
-$1.2M
6,333
-50%
减持
CAT
CATERPILLAR INCORPORATED
-$1.2M
2,857
-50%
建仓
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
+$1.2M
23,458
增持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
+$976.9K
31,563
+167%
增持
IXUS
ISHARES CORE MSCI TOTL
-$954.4K
165,452
+1%
增持
IVV
ISHARES CORE S&P 500
+$941.5K
37,015
+2%
减持
MUB
ISHARES NATIONAL MUNI BOND ETF
-$909.3K
66,019
-10%
减持
AAPL
APPLE INC
+$783.3K
74,614
-3%
减持
PM
PHILIP MORRIS INTERNATIONAL INCORPORATED
-$731.7K
6,083
-50%
建仓
—
UNITED STATES TREASURY NOTES
+$725.2K
725,000
减持
CVX
CHEVRON CORP NEW
-$706.8K
4,314
-52%
增持
VBR
VANGUARD SMALL-CAP VALUE ETF
+$641.3K
6,014
+119%
清仓
SCHO
SCHWAB SHORT TERM US TREASURY ETF
-$641.0K
0
-100%
增持
ICSH
ISHARES ULTRA SHORT-TERM BOND ACTIVE ETF
+$596.2K
91,690
+16%
减持
CGMU
CAPITAL GROUP MUNICIPAL
-$568.5K
16,261
-56%
减持
PG
PROCTER AND GAMBLE COMPANY
-$558.7K
3,123
-50%
减持
MGK
VANGUARD MEGA CAP GROWTH
-$546.3K
110,085
-8%
清仓
PFE
PFIZER INCORPORATED
-$461.5K
0
-100%
增持
TBLL
INVESCO SHORT TERM
+$454.4K
74,163
+6%
增持
REET
ISHS TRUST-GLO.R ETF
-$429.3K
159,940
+0%
增持
AGG
ISHARES CORE US
-$363.8K
113,087
+1%
减持
VNQ
VANGUARD REAL ESTATE
-$357.0K
3,465
-49%
减持
LMT
LOCKHEED MARTIN CORPORATION
-$322.3K
470
-50%
减持
DIS
DISNEY WALT CO
-$296.5K
3,135
-53%
建仓
LDRC
ISHARES TR IBONDS 1-5 YR CO
+$290.8K
11,679
增持
IJH
ISHARES CORE S&P MID CAP
+$268.0K
129,224
+3%
减持
BND
VANGUARD BD INDEX FDS BND MRKT
-$266.8K
24,163
-9%
建仓
AOM
ISHARES CORE MODERATE ALLOCATION ETF
+$248.1K
5,712
建仓
AVGO
BROADCOM INC
+$241.2K
1,040
清仓
SGOV
ISHARES 0 TO 3 MNTH TREASURY BND ETF
-$230.1K
0
-100%
清仓
VGHAX
VANGUARD HEALTH CARE ADM
-$224.2K
0
-100%
建仓
MDY
SPDR S&P MIDCAP 400 ETF
+$219.3K
385
增持
—
INVESCO PREMIER PORTFOLIO INSTL CL M/M
+$215.5K
340,842
+172%
减持
TFC
TRUIST FINL CORPORATION
-$211.5K
19,119
-21%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LIMITED SPONSORED ADS
+$204.8K
1,037
建仓
T
AT&T INC
+$204.5K
8,983
建仓
BRO
BROWN & BROWN INC
+$201.0K
1,970
减持
GOOG
ALPHABET INCORPORATED CAP STK CLASS C
+$194.0K
11,341
-4%
减持
AMZN
AMAZON.COM INC
+$190.4K
8,206
-5%
减持
TSLA
TESLA INCORPORATED
+$189.1K
1,398
-3%
减持
—
Raymond James Bank
-$181.3K
1,542,012
-11%
清仓
SNOXX
SCHWAB TREASURY OBLIG MONEY INV
-$164.8K
0
-100%
建仓
SNSXX
SCHWAB US TREASURY MONEY
+$155.3K
155,282
减持
UNH
UNITEDHEALTH GROUP INCORPORATED
-$136.8K
1,547
-2%
增持
VXUS
VANGUARD INTERNATIONAL STOCK INDEX FUND
-$128.0K
26,261
+1%
增持
ITOT
ISHARES US STOCK
+$122.7K
24,025
+2%
减持
GPC
GENUINE PARTS COMPANY
-$122.2K
5,029
-1%
建仓
—
UNITED STATES TREASURY BILLS
+$107.7K
108,000
减持
V
VISA INCORPORATED COM CLASS A
+$101.4K
2,537
-0%
增持
GPN
GLOBAL PMTS INC
+$92.3K
9,470
+0%
建仓
—
US Bank
+$90.4K
90,371
减持
—
EXXON MOBIL CORP
-$88.9K
8,827
-0%
增持
QBTS
D-WAVE QUANTUM INC
+$76.7K
10,300
+3%
清仓
—
U.S. TREASURY BOND STRIPPED PRINCIPAL PAYMENT
-$70.1K
0
-100%
增持
ACWI
ISHARES TR MSCI ACWI ETF
+$62.9K
27,943
+4%
增持
—
SYNOVUS FINL CORP
+$62.3K
9,208
+0%
建仓
—
US TREASURY SECURITY STRIPPED INTEREST PAYMENT
+$54.7K
60,000
减持
GOOGL
ALPHABET INCORPORATED CAP STK CLASS A
+$54.7K
3,365
-4%
减持
—
Citibank
-$43.6K
191,554
-19%
减持
AOA
ISHARES CORE AGGRESSIVE
-$41.2K
5,349
-6%
增持
CSCO
CISCO SYSTEMS INCORPORATED
+$39.0K
6,230
+1%
减持
—
FIMM TREASURY ONLY PORTFOLIO MONEY MARKET INSTL CL M/M
-$32.5K
529,035
-6%
减持
NVDA
NVIDIA CORP
+$30.8K
7,529
-7%
增持
—
TriState Capital Bank
+$28.8K
87,420
+49%
减持
META
META PLATFORMS INC
-$26.5K
1,117
-6%
增持
FRBXX
FIMM TREASURY PORTFOLIO MONEY MARKET INSTL CL M/M
+$26.0K
106,803
+32%
增持
—
American Express National Bank
+$24.0K
48,778
+97%
建仓
SWGXX
SCHWAB GOVERNMENT MONEY
+$23.5K
23,495
增持
SUTXX
SCHWAB US TREASURY MONEY
+$18.9K
1,409,736
+1%
减持
STIP
ISHARES 0-5 YEAR TIPS
-$18.8K
5,356
-3%
建仓
—
FRANKLIN HIGH INCOME FUND CL A1 M/F
+$17.6K
10,117
增持
VZ
VERIZON COMMUNICATIONS I
-$12.3K
5,426
+6%
减持
—
Goldman Sachs Bank USA
-$11.2K
14,299
-44%
清仓
—
BankUnited
-$10.4K
0
-100%
减持
VOO
VANGUARD INDEX FUNDS S&P 500 ETF USD
-$7.8K
754
-4%
增持
IUSB
ISHARES TR CORE USD
+$7.6K
10,422
+6%
减持
SPY
SPDR S&P 500 ETF IV
-$7.6K
1,693
-3%
增持
—
ALPS/CORECOMMODITY MGMT CMPLT CMDTYS STRGY CL I N/L
-$2.5K
11,817
+3%
增持
AVEFX
AVE MARIA BOND FUND N/L
-$1.9K
13,878
+1%
减持
SWTXX
SCHWAB MUNICIPAL MONEY I
-$1.7K
30,856
-5%
增持
BNDX
VANGUARD CHARLOTTE FDS INTL BD ETF
+$837
11,287
+3%
增持
QQQE
DIREXION NASDAQ 100 EQL
-$677
2,980
+0%
