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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 117 项
建仓 13
增持 54
减持 41
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
BIL
SPDR SER TR
+$17.4M
752,905
+34%
减持
—
PROSHARES TR
-$11.3M
42,991
-95%
增持
SGOV
ISHARES TR
+$3.1M
455,591
+8%
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。
增持
VTI
VANGUARD INDEX FDS
+$2.3M
31,292
+41%
减持
VXUS
VANGUARD STAR FDS
-$1.6M
22,140
-57%
增持
SLV
ISHARES SILVER TR
+$1.2M
361,625
+25%
减持
AAPL
APPLE INC
-$916.6K
4,363
-59%
清仓
UGI
UGI CORP NEW
-$754.8K
0
-100%
增持
WMT
WALMART INC
+$724.9K
33,049
+9%
增持
MCD
MCDONALDS CORP
+$718.2K
16,909
+9%
清仓
CVX
CHEVRON CORP NEW
-$692.2K
0
-100%
清仓
CAT
CATERPILLAR INC
-$642.8K
0
-100%
建仓
HPQ
HP INC
+$616.2K
20,063
减持
QQQ
INVESCO QQQ TR
+$532.5K
13,112
-2%
建仓
UBSI
UNITED BANKSHARES INC WEST V
+$512.8K
17,283
减持
CRM
SALESFORCE INC
-$496.7K
4,767
-36%
增持
JNJ
JOHNSON & JOHNSON
+$459.0K
29,523
+3%
增持
PG
PROCTER AND GAMBLE CO
+$454.9K
31,444
+8%
清仓
REGN
REGENERON PHARMACEUTICALS
-$430.6K
0
-100%
建仓
GE
GENERAL ELECTRIC CO
+$390.3K
3,553
增持
KOD
KODIAK SCIENCES INC
+$370.9K
121,172
+61%
减持
BSV
VANGUARD BD INDEX FDS
-$362.7K
17,718
-20%
建仓
WING
WINGSTOP INC
+$339.5K
1,696
清仓
PDBC
INVESCO ACTVELY MNGD ETC FD
-$317.1K
0
-100%
减持
WDAY
WORKDAY INC
-$316.6K
3,960
-32%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$305.7K
78,028
+900%
减持
MDU
MDU RES GROUP INC
-$268.8K
22,501
-7%
建仓
CASY
CASEYS GEN STORES INC
+$265.8K
1,090
建仓
MELI
MERCADOLIBRE INC
+$265.3K
224
增持
TSLA
TESLA INC
+$260.6K
4,586
+2%
建仓
KNF
KNIFE RIVER CORP
+$242.0K
5,563
清仓
SHM
SPDR SER TR
-$236.4K
0
-100%
建仓
SDY
SPDR SER TR
+$231.7K
1,890
建仓
SBUX
STARBUCKS CORP
+$228.8K
2,310
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$228.3K
6,534
+33%
增持
KO
COCA COLA CO
+$226.5K
77,262
+8%
建仓
IAU
ISHARES GOLD TR
+$223.9K
6,153
清仓
NEAR
ISHARES U S ETF TR
-$213.8K
0
-100%
清仓
OXY
OCCIDENTAL PETE CORP
-$209.9K
0
-100%
建仓
GLD
SPDR GOLD TR
+$203.9K
1,144
增持
—
KELLOGG CO
+$203.7K
10,336
+40%
减持
SPDN
DIREXION SHS ETF TR
-$203.5K
78,879
-7%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$203.5K
804
+21%
增持
VZ
VERIZON COMMUNICATIONS INC
+$189.6K
17,056
+49%
增持
KMB
KIMBERLY-CLARK CORP
+$189.2K
10,973
+11%
减持
NVDA
NVIDIA CORPORATION
+$178.1K
1,333
-4%
增持
MO
ALTRIA GROUP INC
+$167.3K
40,940
+8%
增持
DUK
DUKE ENERGY CORP NEW
+$165.7K
6,390
+51%
增持
—
ACTIVISION BLIZZARD INC
+$165.2K
9,489
+28%
增持
AMGN
AMGEN INC
+$164.7K
5,734
+16%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$163.8K
9,817
+47%
增持
ED
CONSOLIDATED EDISON INC
+$163.4K
7,334
+40%
增持
GNRC
GENERAC HLDGS INC
+$159.0K
3,700
+3%
增持
AOA
ISHARES TR
+$151.9K
14,528
+14%
减持
—
EXXON MOBIL CORP
-$145.1K
15,293
-6%
增持
—
INTERCEPT PHARMACEUTICALS IN
+$142.3K
63,523
+52%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$129.7K
1,152
-33%
增持
KHC
KRAFT HEINZ CO
+$128.9K
18,792
+35%
增持
KDP
KEURIG DR PEPPER INC
+$127.0K
21,157
+40%
增持
GDXJ
VANECK ETF TRUST
+$125.7K
21,175
+33%
增持
MDLZ
MONDELEZ INTL INC
+$119.5K
11,831
+11%
减持
BND
VANGUARD BD INDEX FDS
-$106.6K
3,519
-28%
减持
LEG
LEGGETT & PLATT INC
-$100.3K
24,538
-5%
增持
GDX
VANECK ETF TRUST
+$98.4K
30,179
+20%
增持
PM
PHILIP MORRIS INTL INC
+$91.2K
9,183
+11%
增持
EA
ELECTRONIC ARTS INC
+$88.6K
4,800
+9%
增持
VFC
V F CORP
-$87.5K
24,956
+2%
增持
HON
HONEYWELL INTL INC
+$85.2K
2,329
+12%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$83.4K
1,934
+29%
减持
WFC
WELLS FARGO CO NEW
+$79.6K
19,922
-3%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$79.0K
1,833
-14%
增持
WBD
WARNER BROS DISCOVERY INC
-$75.9K
32,253
+2%
减持
T
AT&T INC
-$72.8K
11,914
-13%
减持
WK
WORKIVA INC
-$64.9K
4,287
-12%
减持
ORI
OLD REP INTL CORP
-$62.6K
32,083
-8%
减持
EVCM
EVERCOMMERCE INC
+$62.3K
66,380
-3%
减持
META
META PLATFORMS INC
-$61.6K
7,537
-28%
增持
PEP
PEPSICO INC
+$58.5K
7,694
+3%
减持
AMZN
AMAZON COM INC
-$57.8K
12,594
-23%
减持
TGT
TARGET CORP
-$56.3K
1,540
-2%
清仓
—
PROSHARES TR II
-$54.2K
0
-100%
减持
MSFT
MICROSOFT CORP
-$52.6K
6,724
-18%
增持
MTCH
MATCH GROUP INC NEW
+$52.5K
10,663
+5%
减持
SPY
SPDR S&P 500 ETF TR
-$48.6K
2,480
-12%
增持
MMM
3M CO
-$48.3K
16,524
+2%
减持
SO
SOUTHERN CO
-$47.1K
12,929
-6%
增持
—
ETF MANAGERS TR
+$45.9K
18,351
+62%
建仓
—
ETF MANAGERS TR
+$45.6K
15,257
增持
CTVA
CORTEVA INC
+$44.2K
4,784
+25%
减持
SCHD
SCHWAB STRATEGIC TR
-$41.0K
19,111
-2%
增持
IBMO
ISHARES TR
+$39.3K
43,714
+5%
减持
WAT
WATERS CORP
-$37.2K
756
-2%
增持
SIL
GLOBAL X FDS
+$31.3K
9,920
+35%
减持
GGG
GRACO INC
+$30.1K
3,349
-6%
增持
—
ISHARES TR
+$30.0K
47,909
+2%
减持
AMD
ADVANCED MICRO DEVICES INC
-$29.9K
3,610
-20%
增持
NVO
NOVO-NORDISK A S
+$29.4K
1,474
+12%
增持
TSN
TYSON FOODS INC
-$27.3K
4,779
+5%
增持
—
ISHARES TR
+$22.2K
46,871
+2%
减持
JPM
JPMORGAN CHASE & CO
+$19.0K
1,772
-3%
增持
HSIC
HENRY SCHEIN INC
+$18.7K
4,058
+7%
增持
RUM
RUMBLE INC
+$18.2K
20,250
+25%
减持
BA
BOEING CO
-$17.3K
1,047
-7%
减持
ROL
ROLLINS INC
+$16.0K
7,190
-8%
增持
—
ISHARES TR
+$15.8K
45,571
+2%
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$12.8K
4,410
-6%
建仓
—
SURFACE ONCOLOGY INC
+$10.4K
12,000
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$10.1K
1,406
-8%
增持
INCY
INCYTE CORP
-$9.1K
4,221
+13%
减持
AOR
ISHARES TR
+$8.9K
10,823
-1%
减持
V
VISA INC
-$5.8K
1,039
-7%
减持
MARW
AIM ETF PRODUCTS TRUST
+$4.7K
9,564
-2%
减持
IWV
ISHARES TR
-$4.1K
855
-9%
减持
—
QURATE RETAIL INC
-$3.9K
16,000
-20%
减持
IDXX
IDEXX LABS INC
-$1.8K
566
-1%
增持
VYM
VANGUARD WHITEHALL FDS
+$1.5K
2,394
+0%
增持
SCHH
SCHWAB STRATEGIC TR
+$325
10,691
+0%
