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RIA Advisory Group LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
RIA Advisory Group LLC
报告期 2026-03-31 · CIK 0001958384
持仓数
145
前50大市值合计
$370.6M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 137 项
建仓 47
增持 39
减持 28
清仓 23
方向
标的
Δ市值
现股数(环比)
增持
BIL
SPDR SER TR
+$40.4M
562,984
+350%
减持
SPY
SPDR S&P 500 ETF TR
-$23.3M
2,804
-96%
减持
SGOV
ISHARES TR
+$10.4M
423,645
-4%
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
QQQ
INVESCO QQQ TR
-$10.3M
13,434
-80%
建仓
WMT
WALMART INC
+$4.5M
30,326
清仓
MRK
MERCK & CO INC
-$4.4M
0
-100%
建仓
MCD
MCDONALDS CORP
+$4.3M
15,483
减持
VZ
VERIZON COMMUNICATIONS INC
-$3.8M
11,436
-89%
增持
—
PROSHARES TR
+$3.6M
790,818
+50%
建仓
XLG
INVESCO EXCHANGE TRADED FD T
+$2.4M
7,803
建仓
ASB
ASSOCIATED BANC CORP
+$1.6M
89,850
建仓
CRM
SALESFORCE INC
+$1.5M
7,481
增持
VXUS
VANGUARD STAR FDS
+$1.5M
51,506
+97%
增持
META
META PLATFORMS INC
+$1.4M
10,452
+51%
建仓
SPDN
DIREXION SHS ETF TR
+$1.3M
85,169
增持
SCHD
SCHWAB STRATEGIC TR
+$1.3M
19,531
+26%
增持
SCHX
SCHWAB STRATEGIC TR
+$1.3M
26,747
+6%
清仓
AEP
AMERICAN ELEC PWR CO INC
-$1.0M
0
-100%
建仓
TSLA
TESLA INC
+$939.8K
4,512
增持
MSFT
MICROSOFT CORP
+$920.6K
8,152
+6%
增持
AMZN
AMAZON COM INC
+$808.2K
16,364
+30%
建仓
PM
PHILIP MORRIS INTL INC
+$805.2K
8,280
增持
AAPL
APPLE INC
+$803.7K
10,691
+2%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$797.1K
2,132
-55%
建仓
WFC
WELLS FARGO CO NEW
+$770.6K
20,616
增持
MO
ALTRIA GROUP INC
+$727.3K
37,816
+65%
建仓
CVX
CHEVRON CORP NEW
+$692.2K
4,243
清仓
UBER
UBER TECHNOLOGIES INC
-$667.6K
0
-100%
增持
KMB
KIMBERLY-CLARK CORP
+$631.1K
9,877
+82%
减持
KOD
KODIAK SCIENCES INC
-$605.7K
75,036
-50%
清仓
IVV
ISHARES TR
-$594.6K
0
-100%
清仓
CEG
CONSTELLATION ENERGY CORP
-$591.2K
0
-100%
增持
WDAY
WORKDAY INC
+$582.5K
5,819
+55%
清仓
NFLX
NETFLIX INC
-$575.3K
0
-100%
建仓
—
INTERCEPT PHARMACEUTICALS IN
+$560.3K
41,719
建仓
NOBL
PROSHARES TR
+$550.1K
6,029
建仓
KHC
KRAFT HEINZ CO
+$538.2K
13,878
建仓
KDP
KEURIG DR PEPPER INC
+$534.6K
15,108
建仓
EA
ELECTRONIC ARTS INC
+$534.0K
4,420
清仓
COP
CONOCOPHILLIPS
-$531.8K
0
-100%
清仓
GILD
GILEAD SCIENCES INC
-$507.5K
0
-100%
清仓
JMST
J P MORGAN EXCHANGE TRADED F
-$505.4K
0
-100%
建仓
ED
CONSOLIDATED EDISON INC
+$499.5K
5,221
建仓
—
KELLOGG CO
+$492.9K
7,361
建仓
WBD
WARNER BROS DISCOVERY INC
+$480.4K
31,566
清仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$447.7K
0
-100%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$441.1K
4,501
清仓
EXC
EXELON CORP
-$432.0K
0
-100%
清仓
AEE
AMEREN CORP
-$422.0K
0
-100%
清仓
DTE
DTE ENERGY CO
-$413.9K
0
-100%
清仓
CMS
CMS ENERGY CORP
-$407.8K
0
-100%
减持
KO
COCA COLA CO
-$403.1K
71,373
-8%
建仓
HON
HONEYWELL INTL INC
+$398.1K
2,075
建仓
MTCH
MATCH GROUP INC NEW
+$393.7K
10,144
建仓
GNRC
GENERAC HLDGS INC
+$392.8K
3,600
建仓
UPS
UNITED PARCEL SERVICE INC
+$386.8K
1,994
建仓
NVDA
NVIDIA CORPORATION
+$385.8K
1,389
增持
AMGN
AMGEN INC
+$381.7K
4,957
+79%
清仓
BIIB
BIOGEN INC
-$364.2K
0
-100%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$362.9K
664
+178%
增持
VFC
V F CORP
+$360.4K
24,423
+231%
建仓
XLU
SELECT SECTOR SPDR TR
+$350.0K
5,171
清仓
SHY
ISHARES TR
-$339.5K
0
-100%
建仓
UNP
UNION PAC CORP
+$328.8K
1,633
清仓
COST
COSTCO WHSL CORP NEW
-$323.6K
0
-100%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$315.1K
1,720
-43%
建仓
HSIC
HENRY SCHEIN INC
+$310.4K
3,807
增持
—
EXXON MOBIL CORP
+$293.0K
16,280
+13%
清仓
PAYX
PAYCHEX INC
-$292.3K
0
-100%
建仓
ROL
ROLLINS INC
+$292.0K
7,780
建仓
INCY
INCYTE CORP
+$271.9K
3,740
建仓
TSN
TYSON FOODS INC
+$271.2K
4,572
清仓
EL
LAUDER ESTEE COS INC
-$261.7K
0
-100%
建仓
TGT
TARGET CORP
+$259.4K
1,566
建仓
V
VISA INC
+$252.5K
1,120
建仓
VYM
VANGUARD WHITEHALL FDS
+$252.5K
2,393
建仓
MARW
AIM ETF PRODUCTS TRUST
+$249.8K
9,800
建仓
ONEV
SPDR SER TR
+$245.8K
2,327
建仓
SCHB
SCHWAB STRATEGIC TR
+$244.4K
5,108
建仓
JPM
JPMORGAN CHASE & CO
+$236.9K
1,832
建仓
OEF
ISHARES TR
+$235.1K
1,257
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$230.7K
1,498
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$226.6K
4,928
-23%
清仓
XLK
SELECT SECTOR SPDR TR
-$222.5K
0
-100%
建仓
IWV
ISHARES TR
+$221.7K
941
减持
EVCM
EVERCOMMERCE INC
+$212.0K
68,396
-1%
清仓
INTU
INTUIT
-$209.8K
0
-100%
建仓
NVO
NOVO-NORDISK A S
+$209.1K
1,314
清仓
PFG
PRINCIPAL FINANCIAL GROUP IN
-$204.6K
0
-100%
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$201.6K
1,527
减持
SCHH
SCHWAB STRATEGIC TR
+$196.3K
10,690
-9%
建仓
DLX
DELUXE CORP
+$178.1K
11,132
增持
PG
PROCTER AND GAMBLE CO
+$177.3K
29,034
+4%
减持
CAT
CATERPILLAR INC
-$175.9K
2,809
-20%
建仓
—
PROSHARES TR
+$175.1K
14,372
增持
ORI
OLD REP INTL CORP
+$166.5K
34,844
+6%
增持
—
ACTIVISION BLIZZARD INC
+$164.1K
7,398
+20%
增持
IBMO
ISHARES TR
+$157.7K
41,576
+11%
增持
—
ISHARES TR
+$156.1K
44,504
+10%
减持
PEP
PEPSICO INC
-$153.9K
7,489
-13%
增持
—
ISHARES TR
+$150.2K
45,813
+10%
增持
—
ISHARES TR
+$146.9K
46,841
+10%
减持
BSV
VANGUARD BD INDEX FDS
-$138.3K
22,247
-9%
减持
SO
SOUTHERN CO
+$136.2K
13,732
-1%
增持
MDLZ
MONDELEZ INTL INC
+$135.6K
10,642
+13%
增持
MDU
MDU RES GROUP INC
+$133.2K
24,279
+19%
增持
UGI
UGI CORP NEW
+$125.0K
21,714
+25%
增持
GDX
VANECK ETF TRUST
+$124.9K
25,046
+5%
增持
MMM
3M CO
-$109.8K
16,194
+6%
增持
LEG
LEGGETT & PLATT INC
+$101.4K
25,946
+13%
增持
GDXJ
VANECK ETF TRUST
+$80.7K
15,935
+4%
清仓
IQ
IQIYI INC
-$78.0K
0
-100%
减持
WK
WORKIVA INC
+$73.6K
4,889
-4%
增持
IDXX
IDEXX LABS INC
+$67.4K
572
+4%
减持
SLV
ISHARES SILVER TR
-$61.2K
289,438
-1%
增持
PDBC
INVESCO ACTVELY MNGD ETC FD
+$58.3K
22,299
+27%
减持
SHM
SPDR SER TR
-$56.2K
4,971
-20%
建仓
—
PROSHARES TR II
+$54.2K
15,023
建仓
LUMN
LUMEN TECHNOLOGIES INC
+$51.7K
19,493
增持
AOR
ISHARES TR
+$50.4K
10,952
+4%
减持
BND
VANGUARD BD INDEX FDS
-$49.0K
4,909
-20%
减持
WAT
WATERS CORP
-$48.0K
771
-10%
减持
AOA
ISHARES TR
+$47.6K
12,767
-0%
减持
VTI
VANGUARD INDEX FDS
-$41.9K
22,266
-8%
减持
REGN
REGENERON PHARMACEUTICALS
+$39.5K
524
-3%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$38.8K
4,685
+4%
增持
JNJ
JOHNSON & JOHNSON
-$37.5K
28,569
+10%
减持
DUK
DUKE ENERGY CORP NEW
-$34.5K
4,227
-2%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$26.2K
6,694
-2%
增持
SIL
GLOBAL X FDS
+$23.8K
7,375
+2%
减持
BA
BOEING CO
+$23.0K
1,122
-23%
建仓
—
QURATE RETAIL INC
+$19.8K
20,000
增持
T
AT&T INC
+$13.5K
13,654
+1%
增持
—
ETF MANAGERS TR
+$11.5K
11,356
+4%
减持
NEAR
ISHARES U S ETF TR
-$8.7K
4,310
-5%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$7.4K
1,520
-5%
增持
OXY
OCCIDENTAL PETE CORP
+$209
3,362
+1%
