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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 114 项
建仓 16
增持 15
减持 45
清仓 38
方向
标的
Δ市值
现股数(环比)
减持
IVV
ISHARES CORE S&P 500 ETF
-$21.2M
828
-98%
增持
AAPL
APPLE INCORPORATED
+$17.3M
130,512
+82%
增持
EQWL
INVESCO S&P 100 EQUAL WEIGHT ETF
+$14.3M
458,426
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。
+32%
清仓
IXUS
ISHARES TR CORE MSCI
-$10.8M
0
-100%
清仓
AGG
ISHARES CORE US AGGREGATE BOND ETF
-$10.7M
0
-100%
增持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$8.1M
102,776
+66%
增持
CGSD
CAPITAL GRP FIXED INCM ETF TR SHORT DURATION
+$8.1M
797,118
+63%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
-$7.8M
6,646
-95%
减持
RSPN
INVESCO S&P 500 EQUAL WEIGHT INDUSTRIALS ETF
-$7.7M
14,352
-91%
清仓
MUB
ISHARES NATIONAL MUNI BOND ETF
-$7.0M
0
-100%
增持
KO
COCA-COLA CO
+$4.8M
131,038
+100%
建仓
VFVA
VANGUARD U.S. VALUE FACTOR ETF
+$4.7M
35,150
清仓
ICSH
ISHARES ULTRA SHORT-TERM BOND ACTIVE ETF
-$4.6M
0
-100%
减持
IJR
ISHARES TR CORE S&P SCP ETF
-$3.8M
3,906
-90%
清仓
REET
ISHARES TRUST GLOBAL REIT ETF
-$3.8M
0
-100%
清仓
ACWI
ISHARES TR MSCI ACWI ETF
-$3.3M
0
-100%
清仓
ITOT
ISHARES CORE S&P US STOCK MARKET ETF
-$3.3M
0
-100%
增持
MSFT
MICROSOFT CORPORATION
+$2.5M
15,200
+57%
增持
HD
HOME DEPOT INCORPORATED
+$2.1M
14,714
+99%
减持
SPY
SPDR S&P 500 ETF
-$2.0M
1,267
-72%
建仓
SUTXX
SCHWAB US TREASURY MONEY ULTRA
+$2.0M
2,033,131
清仓
BND
VANGUARD BD INDEX FDS BND MRKT
-$1.7M
0
-100%
清仓
IWF
ISHARES TR RUS 1000 GRW ETF
-$1.7M
0
-100%
建仓
VFIAX
VANGUARD 500 INDEX ADMIRAL
+$1.6M
2,566
清仓
VXUS
VANGUARD INTERNATIONAL STOCK INDEX FUND
-$1.5M
0
-100%
清仓
IWD
ISHARES RUSSELL 1000 VALUE ETF
-$1.4M
0
-100%
清仓
VTEB
VANGUARD MUN BD FDS TAX EXEMPT BD
-$1.4M
0
-100%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$1.3M
5,530
-48%
减持
MGK
VANGUARD MEGA CAP GROWTH INDEX FUND
-$1.1M
5,158
-42%
建仓
FCOM
FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF
+$1.0M
14,235
增持
CAT
CATERPILLAR INCORPORATED
+$1.0M
3,644
+56%
清仓
TBLL
INVESCO EXCH TRADED FD TR II SHORT TERM TREAS
-$757.7K
0
-100%
减持
SO
SOUTHERN COMPANY
-$699.4K
10,762
-41%
减持
LLY
ELI LILLY & COMPANY
-$590.8K
190
-82%
清仓
BNDX
VANGUARD CHARLOTTE FDS INTL BD ETF
-$553.6K
0
-100%
清仓
IWM
ISHARES RUSSELL 2000 ETF
-$514.2K
0
-100%
建仓
VEIRX
VANGUARD EQUITY-INCOME ADM
+$496.9K
5,348
减持
AMZN
AMAZON COM INCORPORATED
-$492.4K
5,724
-30%
清仓
IUSB
ISHARES TR CORE USD
-$471.1K
0
-100%
清仓
—
ISHARES TR IBONDS 25 TRM TS
-$465.2K
0
-100%
清仓
VOO
VANGUARD INDEX FUNDS S&P 500 ETF USD
-$421.8K
0
-100%
清仓
AOA
ISHARES CORE AGGRESSIVE ALLOCATION ETF
-$404.7K
0
-100%
增持
CGHM
CAPITAL GROUP MUNI HIGH-INCOME ETF
+$386.3K
83,621
+21%
减持
NVDA
NVIDIA CORPORATION
-$376.0K
4,637
-38%
建仓
VTIAX
VANGUARD TOTAL INTL STOCK INDEX ADMIRAL
+$365.7K
9,022
建仓
VSMAX
VANGUARD SMALL CAP INDEX ADMIRAL SHARES
+$353.5K
2,860
减持
BRK/B
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW
-$348.9K
1,072
-41%
减持
GOOG
ALPHABET INCORPORATED CAP STK CLASS C
+$326.9K
9,507
-15%
减持
V
VISA INCORPORATED COM CLASS A
-$313.1K
1,489
-41%
建仓
VIMAX
VANGUARD MID CAP INDEX ADMIRAL
+$302.2K
841
减持
GOOGL
ALPHABET INCORPORATED CAP STK CLASS A
-$293.6K
981
-66%
清仓
QQQE
DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES
-$289.1K
0
-100%
清仓
—
REALTY INCOME CORP REIT
-$287.8K
0
-100%
减持
META
META PLATFORMS INCORPORATED CLASS A
-$285.4K
501
-47%
清仓
VNQ
VANGUARD REAL ESTATE ETF
-$280.3K
0
-100%
减持
IBTJ
ISHARES TR IBONDS 29 TRM TS
-$279.6K
11,684
-52%
减持
IBTI
ISHARES TR IBONDS 28 TRM TS
-$277.5K
11,663
-51%
减持
IBTH
ISHARES TR IBONDS 27 TRM TS
-$275.2K
11,470
-52%
减持
IBTG
ISHARES TR IBONDS 26 TRM TS
-$261.9K
11,047
-51%
清仓
AOM
ISHARES CORE MODERATE ALLOCATION ETF
-$248.1K
0
-100%
清仓
T
AT&T INC COM USD1
-$241.9K
0
-100%
清仓
GPZ
VANECK ALTERNATIVE ASSET MANAGER ETF
-$240.8K
0
-100%
建仓
MCD
MCDONALDS CORPORATION
+$229.2K
750
清仓
AVGO
BROADCOM INC COM
-$225.8K
0
-100%
建仓
FLMVX
JPMORGAN MID CAP VALUE L
+$216.5K
6,784
清仓
CGMS
CAPITAL GRP FIXED INCM ETF TR US MULTI-SECTOR
-$210.4K
0
-100%
建仓
XAR
ST SRT SPDR S&P ARSPC ADDEF ETF
+$209.9K
870
建仓
GS
GOLDMAN SACHS GROUP INCORPORATED
+$207.5K
236
减持
COST
COSTCO WHOLESALE CORPORATION NEW
-$206.8K
1,493
-8%
建仓
XSD
STATE SRT SPDR S&P SMCNDCTR ETF
+$205.8K
640
减持
TSLA
TESLA INCORPORATED
-$203.7K
794
-39%
建仓
VGHAX
VANGUARD HEALTH CARE ADM
+$201.0K
2,331
清仓
BRO
BROWN & BROWN INC
-$201.0K
0
-100%
建仓
XNTK
STATE STREET SPDR NYSE TECHNOLGY ETF
+$200.9K
723
减持
UNH
UNITEDHEALTH GROUP INCORPORATED
-$161.8K
1,311
-17%
减持
GPC
GENUINE PARTS COMPANY
-$155.7K
3,421
-18%
减持
—
EXXON MOBIL CORPORATION
-$153.3K
5,776
-24%
减持
MO
ALTRIA GROUP INCORPORATED
-$144.7K
4,957
-25%
减持
MRK
MERCK & COMPANY INCORPORATED
+$141.3K
7,684
-2%
减持
PEP
PEPSICO INCORPORATED
-$131.7K
5,384
-16%
减持
WMT
WALMART INCORPORATED
+$123.7K
24,408
-4%
减持
TFC
TRUIST FINL CORPORATION
-$102.8K
9,823
-24%
减持
VBIL
VANGUARD 0-3 MONTH TREASURY BILL ETF
-$99.1K
35,263
-3%
减持
AXP
AMERICAN EXPRESS COMPANY
+$98.3K
2,637
-1%
增持
CSCO
CISCO SYSTEMS INCORPORATED
+$80.5K
5,657
+8%
减持
JNJ
JOHNSON & JOHNSON
+$79.9K
7,812
-7%
减持
LDRT
ISHARES TR IBONDS 1-5 YR TR
-$69.9K
19,563
-12%
减持
GLD
SPDR GOLD SHARES
-$65.5K
591
-29%
减持
GPN
GLOBAL PMTS INCORPORATED
-$55.6K
4,700
-5%
减持
BAC
BANK AMERICA CORPORATION
-$53.9K
3,691
-30%
减持
PM
PHILIP MORRIS INTERNATIONAL INCORPORATED
-$53.9K
5,764
-5%
减持
XTL
STATE STREET SPDR S&P TELECM ETF
-$49.5K
1,384
-18%
增持
MMM
3M COMPANY
+$46.3K
1,590
+18%
建仓
—
TRAEGER INCORPORATED COMMON STOCK
+$27.0K
25,000
减持
JPM
JPMORGAN CHASE & COMPANY.
-$25.7K
6,536
-5%
减持
LMT
LOCKHEED MARTIN CORPORATION
-$23.6K
464
-7%
减持
SWVXX
SCHWAB PRIME ADVANTAGE MONEY INVESTOR
-$21.4K
114,307
-16%
减持
IBM
INTERNATIONAL BUSINESS MACHINES
-$18.5K
1,050
-12%
清仓
—
BROOKFIELD RENEW PAR LP
-$15.7K
0
-100%
增持
PG
PROCTER AND GAMBLE COMPANY
-$10.5K
2,673
+6%
清仓
CYDY
JPMORGAN GROWTH ADVANTAGE R6
-$10.5K
0
-100%
清仓
—
KENVUE INC
-$10.1K
0
-100%
清仓
—
MEDTRONIC PLC F
-$10.1K
0
-100%
清仓
—
SIGNET JEWELERS LIMITE F
-$10.1K
0
-100%
清仓
—
AMERICAN FINL GROUP INC
-$10.1K
0
-100%
清仓
—
GRAYSCALE BITCOIN MINI TRUST ETF
-$10.0K
0
-100%
清仓
—
AMAZON.COM INC
-$10.0K
0
-100%
清仓
—
CYTODYN INC
-$9.9K
0
-100%
减持
GDX
VANECK GOLD MINERS ETF
+$6.6K
2,532
-13%
增持
VZ
VERIZON COMMUNICATIONS INCORPORATED
-$2.9K
6,679
+3%
增持
CVX
CHEVRON CORPORATION NEW
-$2.7K
4,477
+2%
减持
—
SYNOVUS FINL CORPORATION COM NEW
+$2.5K
9,042
-2%
增持
SNSXX
SCHWAB US TREASURY MONEY INVESTOR
+$205
34,938
+1%
清仓
—
DOW INC
+$0
0
-100%
